HomeMy WebLinkAboutDocumentation_Regular_Tab 24_5/14/2026 Agenda Item #24.
Regular Council
STAFF MEMO
A-1
Meeting: Regular Council - May 14 2026
Staff Contact: Jeremy Allen, Village Manager Department: Manager
Consider Adoption of the 2026-207 Strategic Plan
At the April 13th Strategic Planning Workshop, the Village Council engaged in a collaborative and
forward-looking process to establish priorities and direction for the Village of Tequesta over the next
several fiscal years. The result of this workshop is the proposed 2026-2027 Strategic Plan, which
serves as a comprehensive roadmap to guide policy decisions, resource allocation, and
organizational focus.
The Strategic Plan reflects the Council's commitment to maintaining and enhancing the Village's high
quality of life through clearly defined goals and initiatives. The Plan is organized around key focus
areas, including delivering and sustaining high-quality municipal infrastructure and services,
protecting community appearance and identity, and operating a fiscally responsible government.
These focus areas are supported by specific priority initiatives and action items designed to advance
the Village's mission, vision, and values.
Additionally, the Strategic Plan is intended to be a dynamic and living document that will be regularly
reviewed and updated to ensure responsiveness to changing conditions and community needs. It
provides a transparent framework for measuring progress and maintaining accountability as the
Village works toward achieving its long-term objectives.
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.
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Agenda Item #24.
ATTACHMENTS:
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Page 382 of 409
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Agenda Item #24.
TABLE OF CONTENTS
IntroductionLetter.......................................................................................................... 3
PlanningProcess ...........................................................................................................4
Leadership Team 5
Mission,Vision and Values 6
Overview By Goals 8
Plan Status and Progress 9
Focus Areas 10
Deliver and Sustain High Quality Municipal Infrastructure and Services 11
Safeguard and Invest in Critical Water Infrastructure(Reliable,High Quality System 12
Enhance Stormwater Resilience Through Funding and Upgrades(PS) 13
Mobility Plan-Connectivity Projects(P8) 14
Mobility Plan-Safety Enhancements(P14) 1S
Protect Community Appearance,Character,and Identity 16
Tecluesta Park Redevelopment(P2) 18
Consider Remembrance Park Phase III - Matching Funds(P4) 19
Beautification of Old Dixie(P6) 20
Consider Remembrance Park Phase II (P7) 21
Consider Tree Planting- Phase II (P10) 22
County Line Beautification (P12) 23
FEC Beautification (P(13) 24
Operate a Fiscally Responsible Government 2S
Develop Future Master Facilities Plan (P3) 26
Consider Non-Ad Valorem Assessment Fee(P9) 27
Page 384 of 409
Introduction Letter
Agenda Item #24.
Strategic Plan
Welcome to the strategic plan for the Village of Tequesta.This document
outlines our vision, mission, and strategic direction for the coming years. It -
serves as a roadmap that will guide us in achieving our long-term goals and
positioning our organization for success.
-f
In this strategic plan,we have carefully analyzed our current state, identified
f
areas for improvement,and defined specific goals and objectives that will i
guide our decision-making and resource allocation.Through a collaborative
g g g
and forward-thinking approach,we aim to leverage our strengths,address Village Council (Left-Right):Kyle
weaknesses,and embrace opportunities to adapt to a dynamic and evolving Stone, Laurie Brandon,Vice Mayor
environment. Patrick Painter,Mayor Molly Young,
Rick Sartory
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.
2026-27 Strategic Plan V2(2027)1 Tequesta Page MEV 409
Planning Process
Agenda Item #24.
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 2026-2027 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 2026-27 Strategic Plan V2(2027) Tequesta Page F� Qf 409
Leadership Team
Agenda Item #24.
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.
°;r 2026-27 Strategic Plan V2(2027) Tequesta Page ��f 409
Mission,Vision and Values
Agenda Item #24.
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. oe
MISSION
Page 2026-27 Strategic Plan V2(2027) Tequesta PI ®f 409
Mission,Vision and Values
Agenda Item #24.
Our Values
• Excellence
We value excellence in all things. Professionalism,courtesy, accountability,and
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 2026-27 Strategic Plan V2(2027) Tequesta Page -of 409
Overview By Goals
Agenda Item #24.
2026-2027 Plan Overview
Operate a Fiscally Responsible Government
• Goal:Operate a fiscally responsible government by focusing on sustainable funding and long-term planning.
Reduce reliance on ad valorem taxes through diversified revenues and align capital investments with the
Village's fiscal capacity to maintain stability and support essential services.
• Council Priority Initiatives:
o Development of Future Master Facilities Plan (P3)
o Consider Non-Ad Valorem Assessment(P9)
Protect Community Appearance,character,and Identity_
• Goal: Protect community appearance,character,and identity by enhancing public spaces, improving Village
gateways, and preserving the unique qualities that define the community. Emphasize thoughtful design,
maintenance,and environmental sustainability to ensure a welcoming,attractive,and resilient Village that
reflects its values and sense of place.
• Council Priority Initiatives:
o Tequesta Park Redevelopment(P2)
o Consider Remembrance Park Phase III (P4)
o Beautification of Old Dixie (P6)
o Consider Remembrance Park Phase II (P7)
o Consider Tree Planting Phase II (P10)
o County Line Beautification (P12)
o FEC ROW Beautification (P13)
Deliver and Sustain High Quality Municipal Infrastructure and Services
• Goal: Deliver and sustain high-quality municipal infrastructure and services by enhancing mobility and safety,
strengthening connectivity, and maintaining a consistently high level of service.Through strategic investments
and proactive maintenance,the Village will improve resilience and reliability, ensuring infrastructure systems
effectively support the community's needs today and into the future
• Council Priority Initiatives:
o Safeguard and invest in critical water infrastructure (Reliable, High-Quality System) (P1)
o Enhance stormwater resilience through funding and upgrades (P5)
o Mobility Plan-Connectivity Projects(P8)
o Mobility Assessment(P11)
o Mobility Plan-Safety Enhancements(P14)
71 2026-27 Strategic Plan V2(2027) Tequesta Page of 409
Plan Status and Progress
Agenda Item #24.
Plan to t u s 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.
0% Complete
52 Action Items
Not Started 52 Action Items(100%)
Focus Areas Progress Over Time
100%
a�
75%
co
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U
L
50%
a�
L
CM
0
^L
I..L
25%
0%
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Operate a Fiscally Responsible Government
son Protect Community Appearance,Character,and Identity
Deliver and Sustain High Quality Municipal Infrastructure and Services
Page �f 409
2026-27 Strategic Plan V2(2027)l Tequesta
Focus Areas
Agenda Item #24.
Focus Areas
Deliver and Sustain Overall Progress Goals
/0
High Quality Municipal o
0 4
Infrastructure and
Services
Tel ;IV
- Protect Community Overall Progress Goals
f� ❑ �� Appearance, Character, 0% 7
and Identity
i
} r
Operate a Fiscally Overall Progress Goals
Responsible 0% 2
Government
2026-27 Strategic Plan V2(2027)1 Tequesta Pagep3i2,®f 409
Deliver and Sustain High Quality Municipal Infrastructure and Services
Agenda Item #24.
Focus Areas
Deliver an ustain High Quality
Infrastructure and S
*Enhance Mobility and Safety*Connectivity*Maintain High-Quality Level of Service*Improve Resilience and Reliability
Overall Progress
0% Complete
16 Action items
PqvHniR
Not Started 16 Action Items(100%)
Goals
Complete On Track 10 Minor Disruption Major Disruption Not Started Future
Safeguard and Invest in Action Items 5 Progress Status
Critical Water 0%
Infrastructure(Reliable,
High Quality System) (Pl)
Enhance Stormwater Action Items 5 Progress Status
Resilience Through 0%
Funding and Upgrades
(P5)
Mobility Plan -Connectivity Action Items 3 Pro ress Status
Projects(P8) 0%
Mobility Plan -Safety Action Items 3 Progress Status
Enhancements(P14) 0%
6 2026-27 Strategic Plan V2(2027)1 Tequesta Page PQ3 of 409
Safeguard and Invest in Critical Water Infrastructure (Reliable, High Quality System) (P1)
Agenda Item #24.
Goals
Safeguard and Invest Overa I I Progress 0%
Overall Status
inCriticalater
Complete On Track Minor Disruption
Infrastructure 0 Ma' Disruption Not Started Future
Major p
( Reliable, High
u a I ity Syste m
Action Items
Identify and prioritize Last Update Pro ress Status
projects 0% Not Started
Align with CI P Last Update Pro ress Status
0% % Not Started
Identify Funding Sources Last Update Pro ress Status
0% Not Started
Execute priority projects Last Update Progress Status
for 2026-2027 0% . Not Started
Regularly report on status Last Update Progress Status
of 2026-2027 projects 0% Not Started
0 2026-27 Strategic Plan V2(2027)1 Tequesta Pagep3W,V 409
Enhance Stormwater Resilience Through Funding and Upgrades (PS)
Agenda Item #24.
Goals
Enhance tormvvater Overall Progress 0%
Overall Status
P,esilience rou
Complete On Track Minor Disruption
Funding and 0 Major Disruption Not Started Future
U pg ra d es ( PS)
Maintain and improve stormwater system that allows for a
sustainable system.
Action Items
Identify and prioritize Last Update Pro ress Status
projects 0% Not Started
Council consider projects Last Update Pro ress Status
in budget process 0% Not Started
Develop scope Last Update Progress Status
0% Not Started
Execute identified projects Last Update Pro ress Status
0% Not Started
Report regularly on Last Update Progress Status
projects for the 2026-2027 0% Not Started
FY
6 2026-27 Strategic Plan V2(2027)1 Tequesta PagepQ.5,0 409
Mobility Plan -Connectivity Projects (P8)
Agenda Item #24.
Goals
Mobility Plan -
Overall Progress 0%
Connectivity Overall Status
Complete On Track Minor Disruption
( P8) 0 Major Disruption Not Started Future
Action Items
Identify and prioritize Last Update Pro ress Status
projects 0% Not Started
Present projects for Last Update Progress Status
Council to consider 0% Not Started
Identify funding source Last Update Pro ress Status
0% Not Started
2026-27 Strategic Plan V2(2027)1 Tequesta Pagep4&V 409
Mobility Plan -Safety Enhancements (P14)
Agenda Item #24.
Goals
Overa I I Progress 0%
obility - Safety
Enhancements Overall Status
Complete On Track Minor Disruption
Major Disruption Not Started Future
Action Items
Identify and prioritize Last Update Pro ress Status
projects 0% 1 Not Started
Council consider projects Last Update Pro ress Status
ist 0% Not Started
Identify funding sources Last Update Pro ress Status
0% Not Started
2026-27 Strategic Plan V2(2027)1 Tequesta PageP3RL7,,Qf 409
Protect Community Appearance,Character,and Identity
Agenda Item #24.
Focus Areas
Protect Community Appearance, Character,
and Id
*Enhance public spaces*Improve Village Gateways*Preserve character*Improve environmental sustainability
Overall Progress
— 0% Complete
25ACtion Items
h
Not Started 25 Action Items(100%)
z IN
Goals
Complete On Track Minor Disruption Major Disruption Not Started Future
Tequesta Park Action Items 3 Progress Status
Redevelopment(P2) 0%
Consider Remembrance Action Items 4 Progress Status
Park Phase III - Matching 0%
Funds(P4)
Beautification of Old Dixie Action Items 3 Progress Status
(P6) 0%
Consider Remembrance Action Items 3 Progress Status
Park Phase II (P7) 0%
Consider Tree Planting - Action Items 3 Progress Status
Phase II (P10) 0%
6 2026-27 Strategic Plan V2(2027)1 Tequesta Pagep390,6)f 409
Protect Community Appearance,Character,and Identity
Agenda Item #24.
County Line Beautification Action Items 4 Pro ress Status
(P12) 0%
FEC Beautification (P(13) Action Items 5 Progress Status
0%
2026-27 Strategic Plan V2(2027)1 Tequesta PageP39.9,-of 409
Tequesta Park Redevelopment (P2)
Agenda Item #24.
Goals
Tequesta ar Overall Progress 0%
P,edevelopment Overall Status
Redevelop Tegiesta Park that aligns with the Master Parks Complete On Track Minor Disruption
Plan Major Disruption Not Started Future
Action Items
Construction Plans Last Update Progress Status
0% Not Started
Ownership documents Last Update Pro ress Status
0% 1 Not Started
Identify Funding Source(s) Last Update Progress Status
0% Not Started
2026-27 Strategic Plan V2(2027)1 Tequesta PageAP0 409
Consider Remembrance Park Phase III - Matching Funds (P4)
Agenda Item #24.
Goals
Consider Overall Progress 0%
P,emembrance Park
Overall Status
Complete On Track Minor Disruption
Phase - Matching 0 Ma' Disruption Not Started Future
Major p
Funds ( P4)
Action Items
Identify Funding Sources Last Update Progress Status
0% Not Started
Consider Approval of Last Update Progress Status
Planning Services 0% Not Started
Consider Approval of Last Update Progress Status
Design/Site Plan 0% Not Started
Consider Funding Last Update Pro ress Status
0% Not Started
2026-27 Strategic Plan V2(2027)1 Tequesta PageplgJ ipf 409
Beautification of Old Dixie (P6)
Agenda Item #24.
Goals
Beautification of Old Overall Progress 0%
Dixie ( P6) Overall Status
Create aesthetically pleasing gateways into the Village on Complete On Track Minor Disruption
Old Dixie Major Disruption Not Started Future
Action Items
Execute I nterloca I Last Update Pro ress Status
Agreement with PBC 0% Not Started
Design Improvements Last Update Pro ress Status
0% 1 Not Started
Identify Funding Sources Last Update Pro ress Status
0% Not Started
2026-27 Strategic Plan V2(2027)1 Tequesta PagEi�92z®f 409
Consider Remembrance Park Phase II (P7)
Agenda Item #24.
Goals
Consider Overall Progress 0%
P,emembrance Park
Overall Status
Complete On Track Minor Disruption
Phase Major Disruption Not Started Future
Enhance community gathering space and improve
connectivity while following the Parks Master Plan.
Action Items
Engage in planning for Last Update Progress Status
Phase 2 0% 1 Not Started
Finalize Design Last Update Pro ress Status
0% 11 Not Started
Identify Funding Last Update Pro ress Status
0% Not Started
2026-27 Strategic Plan V2(2027)1 Tequesta PagepQ32tpf 409
Consider Tree Planting - Phase II (P10)
Agenda Item #24.
Goals
Consider Tree Overall Progress 0%
Planting11
Overall Status
- Phase
Complete On Track Minor Disruption
Pi0) 0 Major Disruption Not Started Future
Phase II tree planting will add trees along Tequesta Drive to
help fill in areas where trees are lacking.
Action Items
Identify areas Last Update Pro ress Status
0% 1 Not Started
Develop scope and budget Last Update Progress Status
0% 11 Not Started
Identify funding source Last Update Pro ress Status
0% Not Started
2026-27 Strategic Plan V2(2027)1 Tequesta Pagep4W2V 409
Coun Line Beautification (P12)
Agendal(tem #24.
Goals
County Line
Overall Progress 0%
Beautificat*ion Overall Status
Complete On Track Minor Disruption
Major Disruption Not Started Future
Action Items
Develop conceptual Last Update Progress Status
design 0% ` Not Started
Council consideration of Last Update Pro ress Status
plan 0% Y4 Not Started
Develop Interlocal Last Update Progress Status
Agreement 0% Not Started
Identify funding source Last Update Pro ress Status
0% Not Started
2026-27 Strategic Plan V2(2027)1 Tequesta PageP49520 409
FEC Beautification (P(13)
Agenda Item #24.
Goals
FEC Beautification Overall Progress 0%
( P (13) Overall Status
Create aestically please cooridor along the FEC ROW Complete On Track Minor Disruption
Major Disruption Not Started Future
Action Items
Council consider plans Last Update Pro ress Status
0% ` Not Started
Develop scope and plans Last Update Progress Status
0% Not Started
Seek approval from Last Update Progress Status
outside agencies 0% % Not Started
Identify funding sources Last Update Pro ress Status
0% Not Started
Develop conceptual Last Update Progress Status
0% Not Started
2026-27 Strategic Plan V2(2027)1 Tequesta PagQ49haV 409
Operate a Fiscally Responsible Government
Agenda Item #24.
Focus Areas
Operate a Fiscally Responsible Government
* Focus:Sustainable funding and long-term planning*Reduce reliance on Ad Valorem taxes*Align capital investments with
fiscal capacity
Overall Progress
Q% Complete
Action Items
Not Started 11 Action Items(100%)
Goals
Complete On Track 10 Minor Disruption Major Disruption Not Started Future
Develop Future Master Action Items 10 Progress Status
Facilities Plan (P3) 0%
Consider Non-Ad Valorem Action Items 1 Progress Status
Assessment Fee (P9) 0%
6 2026-27 Strategic Plan V2(2027)1 Tequesta PagellAW20 409
Develop Future Master Facilities Plan (P3)
Agenda Item #24.
Goals
Develop Fu Overall Progress 0%
Overall Status
MasterFac*11ities an
Complete On Track Minor Disruption
( P3) 0 Major Disruption Not Started Future
Align infrastructure with financial capacity
Action Items
nventory a I I faci I ities Last Update Pro ress Status
0% Not Started
Identify Last Update Progress Status
upgrade/replacement 0% Not Started
timelines
Prioritize by risk and Last Update Progress Status
service impact 0% Not Started
nteg rate i nto Cl P Last Update Pro ress Status
0% Not Started
Consider Agreement to Last Update Progress Status
begin planning 0% Not Started
nventory a I I faci I ities Last Update Pro ress Status
0% Not Started
Identify Last Update Progress Status
upgrade/replacement 0% Not Started
timelines
Prioritize by risk and Last Update Progress Status
service impact 0% Not Started
nteg rate i nto Cl P Last Update Pro ress Status
0% Not Started
Consider agreement to Last Update Progress Status
begin planning based on 0% Not Started
agreed upon facility
improvements
6 2026-27 Strategic Plan V2(2027)1 Tequesta PagE1p4A%®f 409
Consider Non-Ad Valorem Assessment Fee (P9)
Agenda Item #24.
Goals
Consider Non-A
Overall Progress 0%
Valorem ssessment Overall Status
Complete On Track Minor Disruption
Fee Major Disruption Not Started Future
Consider Non-Ad Valorem Assessment Fee to supplement
property taxes
Action Items
Analysis of Opportunities Last Update Pro ress Status
for Non-Ad Va I o re m 0% Not Started
Assessments
2026-27 Strategic Plan V2(2027)1 Tequesta Pagep ,%.of 409