The URL can be used to link to this page

Home My WebLink AboutDocumentation_Workshop_Tab 03_3/2/2026 Agenda Item #3. Workshop STAFF MEMO A-1 Meeting: Workshop - Mar 02 2026 Staff Contact: Jeremy Allen, Village Manager Department: Manager Staff Update on 2025-2026 Strategic Plan Initiatives Overview The attached 2025-2026 Strategic Plan serves as the Village's operational roadmap, guiding policy direction, budget allocation, capital planning, and performance measurement. The purpose of this workshop is to provide Council with a comprehensive update on progress to date, highlight key accomplishments and challenges, and facilitate policy discussion regarding priorities moving forward. This plan is designed to be a living document, subject to periodic review and adjustment as conditions evolve and opportunities arise. Staff efforts remain aligned with Council's adopted Vision, Mission, and Values, ensuring transparency, accountability, and measurable results. Plan Structure The Strategic Plan is organized around four primary Focus Areas 1. Operate a Fiscally Responsible Government 2. Protect Community Appearance, Character, and Identity 3. Build and Maintain the Municipal Infrastructure 4. Maintain Level of Service at the Intended Level of Operational Excellence Each focus area includes specific goals, initiatives, and measurable action items tied directly to budget allocations and performance outcomes. Overall Plan Status As reflected in the Plan Status and Progress section • 68 Total Action Items • 61% Overall Completion 0 12 Complete (18%) 0 26 On Track (38%) 0 16 Not Started (24%) 0 9 Minor Disruption (13%) 0 5 Major Disruption (7%) This progress reflects strong advancement in infrastructure, fiscal management, and operational excellence initiatives, while several community character and policy initiatives remain in earlier implementation stages. Workshop Objectives During this workshop, staff will: • Review progress within each focus area • Highlight completed and high-performing initiatives • Discuss action items experiencing delays or disruption Page 102 of 120 Agenda Item #3. • Identify emerging priorities or necessary adjustments • Seek Council direction on policy matters and future emphasis Moving Forward The Strategic Plan reflects the Village's commitment to preserving its unique character, maintaining fiscal responsibility, investing in infrastructure, and delivering high-quality municipal services. Staff looks forward to Council's feedback and policy guidance to ensure continued alignment between strategic objectives, operational execution, and community expectations. This document and any attachments may be reproduced upon request in an alternative format by completing our Accessibility Feedback Form, sending an e-mail to the Village Clerk or calling 561- 768-0443. BUDGET • - • BUDGET AMOUNT NA AMOUNT AVAILABLE NA EXPENDITURE AMOUNT: NA FUNDING SOURCES: NA IS THIS A PIGGYBACK: ❑ Yes M N/A DID YOU OBTAIN 3 QUOTES? ❑ Yes ❑X N/A COMMENTS/EXPLANATION ON SELECTIONNA &TTACHMENTS: Plan 2-23-26 Page 103 of 120 r 11_. • ` L 1 � 1 1 f � L 1• 1 Agenda Item #3. ra ir I. '••T �• r dIL 2025 2026 Strategic Plan T .•� . 1 I 4 ti T'• Page 104 of • Agenda Item #3. TABLE OF CONTENTS IntroductionLetter.......................................................................................................... 3 PlanningProcess ...........................................................................................................4 Leadership Team 5 Mission,Vision and Values 7 Plan Status and Progress 9 Focus Areas 10 Operate a Fiscally Responsible Government 11 Protect Community Appearance,Character and Identity 13 Build and Maintain the Municipal Infrastructure is Maintain level of service at the intended level of Operational Excellence 17 Page 105 of 120 Introduction Letter Agenda Item #3. Strategic Plan 1 Welcome to the strategic plan for the Village of Tequesta.This document h' • T outlines our vision, mission, and strategic direction for the coming years. It r ' serves as a roadmap that will guide us in achieving our long-term goals and positioning our organization for success. In this strategic plan,we have carefully analyzed our current state, identified areas for improvement,and defined specific goals and objectives that will guide our decision-making and resource allocation.Through a collaborative .� 1_. and forward-thinking approach,we aim to leverage our strengths,address Village Council (Left-Right):Vice weaknesses,and embrace opportunities to adapt to a dynamic and evolving Mayor Rick Sartory,Mayor Molly environment. Young,Patrick Painter,Laurie Brandon,Jayson French Our strategic plan represents our commitment to excel, innovate,and create a sustainable future for our organization and the communities we serve. By working together,embracing change, and staying true to our vision and mission,we are confident in our ability to achieve our goals and make a lasting impact. As we embark on this tra nsformative journey,we extend our gratitude to all our stakeholders,whose support and dedication are vital to our success. Together,we will navigate the path ahead and emerge as a stronger, more resilient organization. Note:The strategic plan should be a dynamic and living document,subject to periodic review and updates to remain relevant and responsive to changing circumstances and opportunities. 25-26 Strategic Plan I Tequesta Page ODE V 120 Planning Process Agenda Item #3. Planning n the Village of Tequesta,staff's efforts are focused and intentional to meet the expectations of the Strategic Plan. The Plan's pillars are the foundation for the initiatives and action items to allow us to be transparent about our goals, focused on efforts,and accountable for our results. As reflected in the 2025-2026 plan,the Village has targeted meaningful projects that will continue to move the Village forward and benefit those who live,work,and visit the Village of Tequesta. Developing a strategic plan is a critical process that requires careful analysis,collaboration,and a clear roadmap for the future. By following a systematic and inclusive planning process,the Village of Tequesta can develop a robust strategic plan that guides its actions and helps it achieve its long-term objectives while remaining agile and responsive to a dynamic business environment. ° r 25-26 Strategic Plan I Tequesta Page OaZQf 120 Leadership Team Agenda Item #3. Leadership The leadership team plays a pivotal role in the success and effectiveness of any organization.They are the group of individuals who hold executive or senior management positions and are responsible for guiding the organization towards its strategic goals.The importance of the leadership team stems from the following key aspects: 1.Setting Vision and Direction:The leadership team is responsible for defining and communicating the orga n ization's vision, mission, and strategic objectives.They provide a clear sense of direction, purpose, and long-term goals that inspire and align all members of the organization. 2. Decision Making and Strategy Formulation: Leaders are involved in critical decision-making processes,such as setting priorities, allocating resources, and formulating strategies.Their experience and expertise enable them to make informed and effective decisions that steer the organization in the right direction. 3. Inspiring and Motivating Employees:Strong leadership inspires and motivates employees to give their best. Leaders lead by example and foster a positive and empowering work culture that encourages creativity, innovation, and collaboration. 4.Creating a Cohesive Team:The leadership team must work cohesively as a unit to ensure effective communication, coordination,and synergy among different departments and functions.A united leadership team sets a positive example for the rest of the organization. S. Driving Change and Adaptation: In today's dynamic business landscape,organizations must adapt quickly to changes and challenges.The leadership team plays a vital role in driving change initiatives and encouraging a culture of continuous improvement and learning. 6. Building and Nurturing Relationships: Leaders represent the organization to external stakeholders such as customers, investors, partners,and regulatory authorities. Building and nurturing strong relationships with these stakeholders are essential for the organization's success and reputation. 7. Managing Risks and Challenges: Effective leaders anticipate potential risks and challenges and develop strategies to manage them.They are prepared to face uncertainties and make timely adjustments to steer the organization towards success. 8.Talent Development and Succession Planning:The leadership team is responsible for identifying and developing high-potential employees and future leaders within the organization. Effective succession planning ensures the continuity of leadership and knowledge transfer. 9. Enhancing Organizational Performance:Strong leadership enhances overall organizational performance by fostering a culture of accountability,encouraging high levels of employee engagement, and promoting innovation and efficiency. 10. Long-term Sustainability: Leaders focus on the long-term sustainability of the organization by balancing short- term goals with broader,strategic objectives.They ensure that the organization remains relevant,competitive,and financially stable in the face of market changes. 25-26 Strategic Plan I Tequesta Page 6Da Pf 120 Leadership Team Agenda Item #3- Staffing by F Expenditure Appropriations by Fund - All Funds Fund#401 Water Utility Fund $2l3,578,470 Fund #001 General Fund $20,517,331 Fund #101 Building Fund $1,3549906 Fu nd #303 Ca pica I Projects Fu nd $1,292,500 Fund#501 Vehicle Replacement... $1,048,111 Fund #301 Capital Improvements... M $989,544 Fund#402 Refuse&Recycling... 10 $790,018 Fund #403 Storm Water Utility... $7349169 Fund#605 Special Law... $140,138 25-26 Strategic Plan I Tequesta Page 44%of 120 Mission,Vision and Values Agenda Item #3. Mission , Vision and V Documenting your vision, mission,and values is an important part of the planning process. It helps to provide clarity and direction to your organization,and allows you to measure progress towards achieving your goals. It also helps to ensure that everyone involved is working towards the same goals,and that all decisions are made with the same objective in mind. Our Vision We will preserve and enhance the unique character,community spirit,small-town values,and superior quality of life for all who reside,visit, and work in the Village of Teq uesta. Our Mission We will protect the health,safety,and well-being of the community, provide exceptional,fiscally sound,and efficient customer service, uphold the public interest, and advance the community's vision. MISS10 ° r 25-26 Strategic Plan I Tequesta Page 4a' -of 120 Mission,Vision and Values Agenda Item #3. Our Values • Excellence We value excellence in all things. Professionalism,courtesy, accountability,and 4 innovation drive our commitment to the delivery of exceptional customer service. • Ethics and Transparency We set high standards and are responsible for our personal, professional and organizational conduct and act with integrity.We provide open access,encourage community involvement and promptly respond to requests for information. • Quality of Life We value maintaining a safe,family-friendly and healthy environment to build our future and conduct business.We foster recreation, public safety,youth activities and events that benefit the entire community. • Employees We recognize that our diverse staff is invaluable and we provide a work environment that emphasizes teamwork, respect,dignity and support.We attract the best recruits, retain top-level employees and invest in their professional growth. • Communication As a value,communication plays a significant role in fostering healthy relationships, resolving conflicts,and building trust among people. • Compassion Compassion extends beyond just feeling sympathy or pity; it involves a genuine desire to help and support others in their times of need. ° r 25-26 Strategic Plan I Tequesta Pageplll of 120 Plan Status and Progress Agenda Item #3- Plan Status and P Throughout the plan,Village staff will provide updates on how the plan is progressing towards the initiatives Overall Plan Status highlighted in the plan. 61% Complete 68ACtion Items Complete 12 Action Items(18%) On Track 26 Action Items(38%) Not Started 16 Action Items(24%) Minor Disruption 9 Action Items(13%) Major Disruption 5 Action Items(7%) Focus Areas Progress Over Time 100% a� 75% 0) cc c a� U L N 50% a� L 0) 0 I..L 25% 0% Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Maintain level of service at the intended level of Operational Excellence ass Build and Maintain the Municipal Infrastructure Protect Community Appearance,Character and Identity Operate a Fiscally Responsible Government ° r Page 4��f 12025-26 Strategic Plan l Tequesta Focus Areas Agenda Item #3- Focus Areas Operate a Fiscally Overall Goals FY26 Budget Responsible Progress and Allocation Government74% Initiatives 24*81% 3 $13,124,370 - Protect Community Overall Goals FY26 Budget fP ❑ � Appearance, Character Progress and Allocation Initiatives and Identity 26% 3*25% i 7 } r $1,719,000 Build and Maintain the Overall Goals FY26 Budget Municipal Progress and Allocation ^ i Initiatives Infrastructure 64% 33915% 7 $17,537,900 -�� Maintain level of Overall Goals FY26 Budget service at the intended Progress and Allocation '� Initiatives level of Operational 80% 2907% Excellence 2 $1,095,111 ° r 25-26 Strategic Plan I Tequesta PageplJ.,of 120 Operate a Fiscally Responsible Government Agenda Item #3. Focus Areas Operate a Fiscally Responsible Government Operating a fiscally responsible government involves managing public finances prudently to ensure sustainability, transparency,and accountability. Overall Progress 74% Complete 11 Action Items On Track 8 Action Items(73%) Minor Disruption 1 Action Items(9%) Major Disruption 2 Action Items(18%) Budget Allocation of total 2026 Budget 2 081 % $13,124,370 Goals and Initiatives Complete On Track 10 Minor Disruption Major Disruption Not Started Future FSl - Identify additional CIP Action Items 3 Progress Status Funding Sources (P2)) M 92% 6 25-26 Strategic Plan I Tequesta PageP114-pf 120 Operate a Fiscally Responsible Government Agenda Item #3. FS2- Enhance resilience of Action Items 5 Progress Status Stormwater through 80% funding and upgrades(P3) FS3- Implement Impact Action Items 3 Prog ress Status Fees for Development(P11) 25% 25-26 Strategic Plan I Tequesta PageplA.5,V 120 Protect Community Appearance,Character and Identity Agenda Item #3- Focus Areas Protect Community Appearance, Character and Id Protecting community appearance,character,and identity involves preserving the unique features,values,and traditions that make a community distinct. Overall Progress — 26% Complete r 25 Action Items ti Major Disruption 2 Action Items(8%) On Track 9 Action Items 36% Not Started 7 Action Items(28%) Minor Disruption 6 Action Items(24%) Complete 1 Action Items(4%) z r Budget Allocation 3 0 of total 2026 Budget 0 $1,719,000 Goals and Initiatives Complete On Track Minor Disruption Major Disruption Not Started Future CAl -Consider Action Items 2 Progress ' Status Remembrance Park Phase 0% 2 (P5)) 25-26 Strategic Plan I Tequesta PageplAolpf 120 Protect Community Appearance,Character and Identity Agenda Item #3- CA2- Expand and improve Action Items 6 Pro ress Status critical land area that serve 48% to maintain the Village's distinctive features through land acquisition and park improvements. (pg) M CA3-Continue education Action Items 3 Progress Status of policy on golf carts and 33% e-bikes(P9) CA4- Expand tree planting Action Items 4 Progress Status efforts- Phase 2 (P10) 53% CAS- Improve Village Action Items 3 Progress Status Gateways(P12) 25% CA6- Beautification of Old Action Items 4 Progress ' Status Dixie(P13) 25% CA7-Consider policy for Action Items 3 Progress Status Cross Connection Control 8% compliance 25-26 Strategic Plan Tequesta PageaJ JW,,Qf 120 Build and Maintain the Municipal Infrastructure Agenda Item #3. Focus Areas Buildand M the unici a Infrastructure Building and maintaining municipal infrastructure involves the planning,construction,operation,and upkeep of essential facilities and systems that support a community's functioning and quality of life. Overall Progress 64% Complete ilk 26ACtion Items Complete 8 Action Items(31%) On Track 8 Action Items(31%) Not Started 7 Action Items(27%) o Minor Disruption 2 Action Items(8/o) Major Disruption 1 Action Items(4%) Budget Allocation 33 0 of total 2026 Budget 0 $17,537,900 Goals and Initiatives Complete On Track 0 Minor Disruption Major Disruption Not Started Future Ull - Provide additional Action Items 3 Progress Status match funding to the State 57% appropriations for Tequesta Park(Pl). U 12- Develop Future Action Items 4 Pro ress Status Master Facilities Plan (P6) 48% U13- Fund 15-year roads Action Items 1 Progress Status and sidewalks(7) 90% 0 25-26 Strategic Plan I Tequesta Pagepl4i3lpf 120 Build and Maintain the Municipal Infrastructure Agenda Item #3. U 14-Application of High- Action Items 6 Pro ress Status Level Transporation Plan 71% and Mobility(14) UIS- Fund Tequesta Action Items 6 Progress Status Bridge Future 67% Maintenance U 16- Establish Safe and Action Items 4 Pro ress Status Quiet Railroad Crossing 46% U17- Utility Project Action Items 2 Progress Status Timeliness and Reporting 70% 6 25-26 Strategic Plan I Tequesta PagePl j9i®f 120 Maintain level of service at the intended level of Operational Excellence Agenda Item #3. Focus Areas Maintain level of service at t of Op Maintaining a level of service at the intended level of operational excellence involves a strategic approach to managing resources, processes,and performance to consistently meet or exceed expectations Overall Progress 80% Complete 6Action Items 0 Complete 3 Action Items(SO%) On Track 1 Action Items(17%) o Not Started 2 Action Items(33/o) Budget Allocation 2 0 of total 2026 Budget •0 7 O $1,095,111 Goals and Initiatives Complete On Track Minor Disruption Major Disruption Not Started Future OE1 - Employee Retention Action Items 4 Progress Status and Recruitment (P4) 100% OE2- Improve Action Items 2 Progress Status Communication with 0% Development Community 25-26 Strategic Plan I Tequesta PageplWi-of 120