2016 –2018StrategicPlan · 2018-10-15 · 3 Prepared by Hoglund Coaching, LLC Taking Leaders...

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Prepared by Hoglund Coaching, LLC Taking Leaders Higher ™ for VHEDC June 2016. This strategic plan and process was developed for the VHEDC. Participants may not reproduce content or distribute for non VHEDC purposes. 1 2016 – 2018 Strategic Plan June 2016 Table of Contents: A. Planning Overview: Process Background............................................................................................................................ 2 B. Situation Assessment: Strategic Advantages and Challenges …………………………………...……………………………………..…..………….. 4 C. Strategic Directions: Directions AF ……………………………………………………………….…………………………………..……………………….. 5 Action Plans ………………………………………………………………………………………………………………………………… 6 Roadmap ……………………………………………………………………………………………………………………………….…… 12 D. Next Steps ………………………………………………………………………………………………………………………….……… 13 E. Participant Reflections ………………………………………………………………………………………………………………. 13 F. Appendices: A. Retreat agenda, Summary of Previous Efforts, Organizational Structure..................................... 13 B. VHEDC Charter and Action Planning Tools ................................................................................... 13 C. Stakeholder Input Reports ……………………………………..……………………………………..……….…………….… 13

Transcript of 2016 –2018StrategicPlan · 2018-10-15 · 3 Prepared by Hoglund Coaching, LLC Taking Leaders...

Page 1: 2016 –2018StrategicPlan · 2018-10-15 · 3 Prepared by Hoglund Coaching, LLC Taking Leaders Higher ™ for VHEDC June 2016. This strategic plan and process was developed for the

Prepared by Hoglund Coaching, LLC Taking Leaders Higher ™ for VHEDC June 2016. This strategic plan and process was developed for the VHEDC. Participants may not reproduce content or distribute for non VHEDC purposes.

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2016  –  2018  Strategic  Plan  June  2016  

Table  of  Contents:  

A. Planning  Overview:  Process  Background............................................................................................................................  2  

B. Situation  Assessment:  Strategic  Advantages  and  Challenges  …………………………………...……………………………………..…..…………..  4  

C. Strategic  Directions:  Directions  A-­‐F  ……………………………………………………………….…………………………………..………………………..    5  Action  Plans  …………………………………………………………………………………………………………………………………    6  Roadmap  ……………………………………………………………………………………………………………………………….……  12  

D. Next  Steps  ………………………………………………………………………………………………………………………….………  13  

E. Participant  Reflections  ……………………………………………………………………………………………………………….  13  

F. Appendices:  A. Retreat agenda, Summary of Previous Efforts, Organizational Structure..................................... 13B. VHEDC Charter and Action Planning Tools ................................................................................... 13C. Stakeholder  Input  Reports  ……………………………………..……………………………………..……….…………….…  13  

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Planning  Overview  How  was  the  plan  developed?  

The  Executive  Director,  Executive  Committee,  and  Board  of  Directors  initiated  the  strategic  planning  process  in  the  fall  of  2015  to  ensure  that  the  VHEDC  continues  its  strong  service  to  investors  and  the  community.    The  Executive  Director  partnered  with  Hoglund  Coaching,  LLC  to  design  and  facilitate  the  overall  process,  to  gather  stakeholder  input  from  various  groups,  conduct  activities,  and  to  guide  development  and  execution  of  the  strategic  plan.    

The  VHEDC  desired  to  develop  a  strategic  plan  that  built  on  past  plans  and  created  strategic  alignment  across  the  organization  and  committees.  The  objective  was  to  create  a  strategic  plan  that  identified  short-­‐  and  long-­‐term  directions,  to  create  a  common  understanding  of  what’s  important  to  the  VHEDC  and  its  stakeholders,  to  activate  the  roles  and  responsibilities  of  leadership  and  committees,  and  to  develop  charters  and  action  plans  for  effective  and  coordinated  implementation.  The  result  is  a  more  comprehensive  plan  for  the  future.  

The  Executive  Director,  Executive  Committee,  Board  of  Directors,  Key  Stakeholders  and  Investors  collectively  participated  in  the  development  of  this  strategic  plan.    

Specific  activities  included  the  following:  

I.  Gathering  STAKEHOLDER  INPUT:  Focus  Groups  were  held  with  key  VHEDC  stakeholders  in  the  community  who  have  a  stake  in  the  organization’s  future.    Participants  included  leadership  from  the  City  of  Vadnais  Heights,  White  Bear  Lake  Area  School  District,  Ramsey  County  Commissioner’s  Office,  and  Century  College.    Focus  Group  sessions  were  followed  by  an  Investor  Survey  and  individual  interviews  with  Executive  Committee  members.    A  high  level  overview  of  the  feedback  was  provided  to  the  Executive  Committee.    The  information  gathered  from  the  focus  groups,  survey,  and  interviews  were  used  to  create  a  common  understanding  of  VHEDC’s  current  strengths,  challenges  and  directions  for  the  future.    It  also  served  to  determine  where  there  is  alignment  or  misalignment  in  perceptions  across  various  stakeholders,  and  to  provide  data  to  support  planning  and  improvement.    The  feedback  was  gathered  using  the  following  meetings  and  mechanisms  shown  in  the  Process  Timeline:  

Process  Timeline  

• Activity  1:  Planning  Meetings  with  Executive  Director  –  Oct  &  Nov  2015• Activity  2:  Key  Stakeholder  Focus  Group  Session  –  White  Bear  Lake  Area  School  District  on  12-­‐3-­‐15• Activity  3:  Key  Stakeholder  Focus  Group  Session  –  Century  College  on  12-­‐3-­‐15• Activity  4:  Key  Stakeholder  Focus  Group  Session  –  City  of  Vadnais  Heights  on  12-­‐4-­‐15• Activity  5:  Key  Stakeholder  Focus  Group  Session  –  Ramsey  County  Commissioner’s  Office  on  12-­‐9-­‐15• Activity  6:  Compilation,  Analysis  and  Preparation  of  Key  Stakeholder  Feedback  Report  –  Dec  2015• Activity  7:  Investor  Survey  –  Conducted  1-­‐20  thru  2-­‐1-­‐16• Activity  8:  Analysis  and  Preparation  of  Investor  Survey  Results  –  Feb  2016• Activity  9:  Executive  Director  Interview  –  Ling  Becker  on  3-­‐16-­‐16• Activity  10:  Executive  Committee  Member  Interview  –  Marguerite  DeFore  on  3-­‐17-­‐16• Activity  11:  Executive  Committee  Member  Interview  –  Becky  Bjorgum  on  3-­‐17-­‐16• Activity  12:  Executive  Committee  Member  Interview  –  Brian  Deuel  on  3-­‐18-­‐16• Activity  13:  Executive  Committee  Member  Interview  –  Kevin  Whalen  on  3-­‐18-­‐16• Activity  14:  Compilation  and  Preparation  of  Executive  Committee  Feedback  Report  –  Mar  2016• Activity  15:  Identify  Themes  Across  Stakeholder  Inputs  –  Mar  2016• Activity  16:  Feedback  Overview  and  Retreat  Agenda  –  Executive  Committee  Meeting  on  3-­‐29-­‐16• Activity  17:  Facilitator  Preparation  Including  Customized  VHEDC  Action  Plan,  Roadmap  &  Charter

Development  –  April  2016

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• Activity  18:  Final  Preparation  Meeting  for  Retreat  –  Meeting  with  Ling  Becker  on  4-­‐25-­‐16  • Activity  19:  Board  of  Directors  Strategic  Planning  Retreat  –  Held  at  Tria  on  4-­‐27-­‐16    • Activity  20:  Prepare  Action  Plans  from  Retreat  and  Create  Action  Roadmap  –  5-­‐4  thru  5-­‐15-­‐16  • Activity  21:  Action  Plans  and  Roadmap  –  To  Ling  Becker  and  Becky  Bjorgum  on  5-­‐17-­‐16    • Activity  22:  Breville  Survey  Actions  added  to  Action  Plans  –  Ling  Becker  on  5-­‐30-­‐16  • Activity  23:  Revised  Roadmap  incorporating  BRE  actions  –  6-­‐1-­‐16  • Activity  24:  Launch  Charter  Development  and  Action  Planning  for  Committees  –  Meeting  with  Ling  

Becker  6-­‐1-­‐16  • Activity  25:  Prepare  Complete  Strategic  Planning  Document  –  Send  to  Ling  Becker  6-­‐20-­‐16  • Activity  26:  Executive  Committee/Board  of  Directors  Electronic  Review  of  Plan  –  6-­‐21  thru  7-­‐8-­‐16  • Activity  27:  Hoglund  Coaching  incorporates  any  edits  for  purposes  of  accuracy  –  7-­‐11  thru  7-­‐13-­‐16  • Activity  28:  Committees  Continue  Development  of  Charters  and  Execution  of  Action  Plans  –  June  

thru  July  2016  • Activity  29:  Formal  Adoption  of  Strategic  Plan  in  Progress  and  Next  Steps    –  Board  of  Directors  

Meeting  Aug  2016  

II.  Setting  SERVICE  DIRECTIONS:  Following  the  gathering  of  stakeholder  inputs  and  preparation  with  leadership,  information  was  synthesized  into  themed  reports  and  used  to  guide  the  Board  of  Director’s  planning  retreat.  Ling  Becker  and  Kevin  Whelan  welcomed  participants  and  provided  opening  remarks  to  planning  participants.  Previous  planning  efforts  were  shared  along  with  a  new  VHEDC  Organizational  Chart.  The  group  reviewed  the  Vision  &  Values  statement,  the  results  of  the  previous  SWOT  analysis,  and  key  accomplishments  since  the  last  round  of  planning.      Strategic  Planning  Retreat  Participants:    ! Ling  Becker  –  Executive  Director,  VHEDC  ! Kevin  Whelan  –  President,  Peoples  Bank  Midwest  &  President,  VHEDC  ! Becky  Bjorgum  –  Vice  President  of  Human  Resources,  Innovize  &  VHEDC  Vice  President  (President-­‐Elect)  ! Tom  Colgan  –  Executive  Vice  President,  F&M  Bank  ! Brian  Deuel    -­‐  Audit  Associate,  Olsen  Thielen  &  Co.,  Ltd  &  VHEDC  Treasurer  ! Marguerite  DeFore  –  Manager  of  Retail  Operations,  MidWestOne  Bank  &  VHEDC  Secretary  ! Kris  Diemer  –  Vice  President  of  Human  Development  ! Jill  Funck  –  Global  Manager  of  Learning  and  Development,  H.B.  Fuller  ! Deborah  Gustafson  –  Senior  Loan  Officer,  Twin  Cities  Metro  CDC  ! Eric  Johannes  –  Director  of  Corporate  Marketing,  I.C.  System,  Inc.  ! Colette  Jurek  –  Manager  of  Local  Government  Relations  &  Economic  Development,  Xcel  Energy  ! Robert  Morse  –  Assistant  Vice  President,  MidCountry  Bank  ! Sean  O-­‐Brien  –  Senior  Financial  Analyst,  Short  Elliott  Hendrickson,  Inc.  (SEH)  ! Larry  Raddatz  –  Customized  Training  Director,  Century  College  ! Linda  Reber  –  Business  Development  Manager,  All  Medical  Personnel  ! Kyle  Sommer  –  Strategic  Account  Manager,  Toshiba  Business  Solutions  ! Michael  Spellman  –  Board  President,  Lakeshore  Players  Theater  ! Thomas  Voegele  –  Business  Account  Executive,  Comcast  Business  ! Kristine  Wehrkamp  –  Director  of  Community  Education,  White  Bear  Lake  Area  Schools  ! Marty  Welch  –  Owner,  Children’s  Discovery  Academy  of  Early  Learning  ! Nancy  Zylla  –  VP  Human  Resources/Operations,  Impact  Group  

     

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Planning  Overview  ContinuedParticipants  identified  the  following  areas  to  focus  on  for  planning:  

" Strategic  use  of  fundraising   " Celebrating  successes  " Jobs,  connections   " Define  values  " Recruiting   " Document  for  next  generation  of  the  Board  " Committee  work  to  align  with  mission  &  vision   " Re-­‐identification,  meet  community  needs,  

full  circle  " Name  of  organization  –  limited  scope,  might  not  match  charter,  concern  making  change  with  momentum  

" Where  will  business  be  in  ten  years  (speed  of  business  to  stay  relevant)  

" Distinction  with  Chamber   " Learning  so  I  can  contribute  " Getting  regular  feedback   " Help  business  find  qualified  workers  " Millennial  involvement,  futuristic,  proactive   " Multiple  municipality  basis  " Checklist  for  investors,  template  with  criteria  for  approval,  advocacy,  strategic  decisions  

" Regional  focus,  collaboration  with  business  impact  

" Fiscal  sustainability   " More  support  for  Ling  " Defining  roles  and  succession  planning  

Situation  AssessmentThe  group  reviewed  and  discussed  the  stakeholder  feedback  reports,  investor  survey  results  and  cross-­‐cutting  themes.  The  participant’s  stated  areas  of  focus  were  aligned  and  incorporated  into  the  themes.  As  a  result,  the  following  current  strategic  advantages  and  challenges  were  identified:  

Strategic  Advantages  &  Strength   Strategic  Challenges  ! Communication  ! Enthusiastic  and  strategic  leader  ! Nimble  ! Respected  and  recognized  from  the  outside  ! Professionalism  –  interactions  and  how  things  

are  handled  ! Combining  education  program  ! Advocate  for  business  Ex.  Punch  Pizza  ! Charitable  gambling  Ex.  Jimmy’s  ! Tangible  accomplishments  Ex.  Farmer’s  Market  ! First  State  of  the  City  ! BRE  Survey  –  Exceeded  45  businesses  in  30  

days  ! Expo  is  happening  ! Business  Appreciation  ! Appreciate  not  being  “sold  to”  ! Networking  events  (maybe  re-­‐evaluate  based  

on  feedback)  ! Focusing  on  trade  and  business  area  ! Voice  to  the  City  on  fire  inspection  and  

charitable  gambling  (influenced  change)  

! Lack  of  focus  on  scope  –  who,  what,  and  why  ! Fundraising,  $,  time  and  energy  spent  ! Support  for  Ling  ! Succession  planning  –  Board  orientation  for  

Executive  Director  and  Board  positions  ! Cross  leadership  communication  ! Inside-­‐out  perspective  versus  outside-­‐in  ! Setting  expectations  of  investors  and  broader  

community  ! Use  each  other’s  products  and  services  ! Diversity  of  interests  ! Website  –  meeting  needs  of  investors,  post  

jobs  

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Strategic  Directions  The  group  used  the  situation  assessment  to  develop  six  strategic  directions  for  VHEDC  growth  and  development:        

A)  Internal  Infrastructure    B)  Partnership    C)  Investor  Relations/Communication    D)  Financial  Resources/Fundraising    E)  Jobs/BRE    F)  Workforce      

Action  plans  were  created  for  each  of  the  strategic  directions.  Small  groups  shared  what  they  wrote  in  the  plans  and  also  reviewed  a  tool  to  create  a  Charter  for  each  of  the  VHEDC  committees  who  will  carry  out  the  work.      Following  the  strategic  planning  session,  BRE  survey  results  were  incorporated  into  the  existing  action  plans  to  streamline  efforts.  Actions  from  the  BRE  survey  results  are  shown  in  RED.    

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Action Plan for Priority Strategy A: Internal Infrastructure

The TASK: What is the overall purpose of this strategy? Purpose: To define the on-boarding process for new Board members. To define roles and expectations.

The CURRENT SITUATION: What are considerations for implementation? Advantages: What already exists or has been done?

! Committees established ! Most of the info needed to be put together already

exists

Challenges: What are/might be barriers to implementation? (Using EXISTING resources: time, people, $)

! Need Board/Committee JD’s ! On boarding process/handbook/include by-laws ! Set expectations ! Vetting, introduction, induction

The RESULTS: What do we want to achieve or produce? Short Term (1-6 months): Completion by 10/1/16

Long Term (12 months):

Longer Term (1-2 years):

The Major Steps When Who √ 1. Defining roles and expectations for Board members, Committee members andChair role. Include skill requirements.

6/1/16 Becky/Ling Executive Committee

2. Develop on boarding packet. Include By laws, org chart, contact list – Board,definitions of what we do.

7/1/16 Becky/Ling Executive Committee

3. Develop process for vetting Board candidates, introductions, and induction. 8/1/16 Becky/Ling Executive Committee

4. Define on boarding process and responsibilities. 9/1/16 Becky/Ling Executive Committee

5. Define succession of Board and Chair positions. 11/1/16 Becky/Ling Executive Committee

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Short term 1-6 months Annual Steps: 1. VHEDC individuals identified2. Notify partners3. Set-up meetings

Better Communication of Partnership Work

Action Plan for Priority Strategy B: Partnership

The TASK: What is the overall purpose of this strategy? Purpose: To leverage other resources to maximize the VHEDC mission and foster creative collaboration and partnerships locally.

The CURRENT SITUATION: What are considerations for implementation? Advantages: What already exists or has been done?

! Partners are engaged ! Actions are in place ! Has increased visibility ! Already have an annual partnership award

Challenges: What are/might be barriers to implementation? (Using EXISTING resources: time, people, $)

! Identify new partners ! Evaluate value of new partners ! Establish roles & responsibilities ! Communication channels

The RESULTS: What do we want to achieve or produce? Short Term (1-6 months): Annual meetings held with key partner leaders. Better communication of partnership work. Showcase partners on website. Provide opportunities for regular partnership updates at board meetings. Determine criteria for partnerships and formulate partnership agreements.

Long Term (12 months):

Longer Term (1-2 years): Evaluation process is in place.

The Major Steps When Who √ 1. Create web page listing partnerships. 1-2 months Ling

Investor Relations 2. Partnership update at board meeting. 1 month Ling

Investor Relations 3. Develop criteria for potential partnership. 1 year Investor Relations

4. Formulate partnership agreements. 1 year Investor Relations

5. Recognize partners. 1-2 months Board

6. Conduit for partners by providing opportunities for them to be recognizedidentified. Connect business folks to the city community.

6 months Board

1. Identify work of partners with needs2. Put onto website3. Website page listing partnerships4. Partnership update at board meetings5. Conduit of information for our partners

Long Term 12 months Determine Criteria for Potential Partnerships: 1. Look at models2. Evaluate existing partnerships using proposed criteria3. Board approval

Formulate Partnership Agreements 1. Look at models2. Board approval3. Formalize existing partnership projects

Look at Mission and Core Values

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Action Plan for Priority Strategy C: Investor Relations/Communications

The TASK: What is the overall purpose of this strategy? Purpose: To better communicate our purpose, successes, growth, and opportunities.

The CURRENT SITUATION: What are considerations for implementation? Advantages: What already exists or has been done?

! Website ! Email blasts

Challenges: What are/might be barriers to implementation? (Using EXISTING resources: time, people, $)

! Costs ! Need expertise ! Ongoing maintenance

The RESULTS: What do we want to achieve or produce? Short Term (1-6 months): Viability of current website. Implement a website Redesign

Long Term (12 months): Determine need for admin/communications support. Evaluate

Longer Term (1-2 years):

The Major Steps When Who √ 1. Review website’s effectiveness Now Eric & Ling

2. Recommend hiring website redesign company. Now Eric & Ling

3. Determine the changes needed Now Eric, Ling Investor Relations

Committee 4. Evaluate our existing communication pieces 1-6 months Investor Relations

5.Define if Admin/Communication position is needed, possible sources (intern?)and job scope

12 months Eric & Ling

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Action Plan for Priority Strategy D: Financial Resources/Fundraising

The TASK: What is the overall purpose of this strategy? Purpose: To re-evaluate and determine how we are going to financially fund our organization. Determine new ways to promote mission utilizing financial resources.

The CURRENT SITUATION: What are considerations for implementation? Advantages: What already exists or has been done?

! $100,000 resources ! Successful fundraising events ! Solid investor core ! Already joined EDAM

Challenges: What are/might be barriers to implementation? (Using EXISTING resources: time, people, $)

! Create Board agreements and consensus ! Gathering meaningful data for decision making

The RESULTS: What do we want to achieve or produce? Short Term (1-6 months): Identify and compare events and profits versus time commitment. Continue to improve budgeting process

Long Term (12 months): Create a Scholarship Committee for a 2017 H.S. WBL Pathway Initiative

Longer Term (1-2 years): Select what events the VHEDC will conduct in order to sustain financial health.

The Major Steps When Who √ 1. Evaluate our fundraising events. 2-3 months Colette, Brian,

Executive Committee

2. Committee form to determine the Scholarship Criteria and amount. 3-6 months Workforce Committee, Mugs

3. Review event fundraising data and determine what is necessary to select alimited event calendar from Step 1 information.

6 months Executive Committee

4. Review staffing resources. 3-6 months Colette, Kevin & Mugs

Executive Committee

5.Determine long-term funding plan to include current resources. 12-15 months Colette, Kevin & Mugs

ExecutiveCommittee

6. Investigate ED Certification training requirement and costs. 12-15 months ColetteExecutiveCommittee

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Action Plan for Priority Strategy E: Jobs/BRE

The TASK: What is the overall purpose of this strategy? Purpose: To provide support for existing and new business with the objective of retaining and increasing the economic vitality for the stated trade area.

The CURRENT SITUATION: What are considerations for implementation? Advantages: What already exists or has been done?

! BRE survey ! City Center Task Force ! Farmers Market ! Xceligent software

Challenges: What are/might be barriers to implementation? (Using EXISTING resources: time, people, $)

! Webinar presentation ! Challenging issues from BRE survey (response) ! Keep resources current

The RESULTS: What do we want to achieve or produce? Short Term (1-6 months): BRE needs assessment completed and priorities started and assigned. Promote more awareness of Xceligent software. Continue Grow MN efforts.

Long Term (12 months): Business survey for BRE needs.

Longer Term (1-2 years): Provide ongoing support to local business community with Communications Committee.

The Major Steps When Who √ 1. Meet with U of M and establish priorities. Then present to broader communityand follow up on issues.

5/19/16, June or Sept.

BRE Task Force

2. Webinar. Jan 2017 Xceligent or Ling BRE Committee

3. Create online survey. Fall 2017 BRE Committee

4. Maintain resources on website Ongoing BRE Committee Investor Relations

Committee 5. Newsletter with info on various topics. Ongoing BRE Committee

Investor Relations Committee

6. Set up Task Force on City-Business communications Fall 2017 BRE Committee Investor Relations

Committee

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Action Plan for Priority Strategy F: Workforce

The TASK: What is the overall purpose of this strategy? Purpose: To provide support for existing and new business with the objective ensuring an adequate workforce for business success.

The CURRENT SITUATION: What are considerations for implementation? Advantages: What already exists or has been done?

! Community Conversations ! Workforce Success Stories ! Internship Program ! Workforce Partnership Fund ! Ongoing educational seminars

Challenges: What are/might be barriers to implementation? (Using EXISTING resources: time, people, $)

! Creating more partnerships ! Business participation ! Scope has to be continually defined

The RESULTS: What do we want to achieve or produce? Short Term (1-6 months): Implement Success Stories, Workforce Connections Event (Reverse Job Fair)

Long Term (12 months): Job Board and Workforce Resources website

Longer Term (1-2 years): Provide ongoing support to local business community

The Major Steps When Who √ 1. Workforce Success Stories Now Workforce Action

Committee 2. Continue Internship Program/Evaluation Now Workforce Action

Committee 3.Workforce Connection Event Fall 2016 BRE Committee

4. Maintain resources on website/professional promotion of workforce resources Fall 2016/Winter

2017

BRE Committee Workforce Action

Committee

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 2016-­2017  VHEDC  Roadmap  (See  Action  Plans  for  full  details.)  

Implementation  Steps  and  Actions  Strategy  Summer  2016  June  -­  Aug  

Fall  2016  Sept  -­  Nov  

Winter  2016/17  Dec  -­  Feb  

Spring  2017  March  -­  May  

Expected  Results  &  1-­2  Year  Success  Measures  

A:  Internal  Infrastructure  ! Define  roles  &  expectations    ! Define  skill  requirements  ! Develop  on  boarding  packet  ! Develop  process  for  vetting  

Board  members  

! Define  on  board  process  &  responsibilities  

! Define  succession  of  Board  &  Chair  positions  

! ! ! Board  Feedback  ! Board  attraction  and  retention  

B:  Partnership  ! Create  web  page  listing  ! Partnership  update  at  Board  

meeting  ! Recognize  partners  

! Conduit  of  information  for  partners  

! Connect  business  to  city  community.  

! ! Develop  criteria  for  potential  partnerships  

! Formulate  agreements  

! Partnership  Feedback  

C:  Investor  Relations  ! Implement  new  website   ! ! Review  website’s  

effectiveness  ! Define  marketing  

admin  position  !

! Google  Analytics  ! Investor  survey/feedback  

D:  Financial  Resources/Fundraising  ! Committee  form  and  

spreadsheet  comparison  ! Determine  

Scholarship  criteria  and  amount  

! Review  event  fundraising  data,  select  limited  event  calendar  

! Review  staffing  resources  

! Determine  long-­‐term  funding  plan  

! Investigate  ED  Certification  training  and  costs  

! Financial  health  analysis  ! Increased  fundraising  revenues  

E:  BRE  ! U  of  M,  present  to  broader  

community,  follow  up  on  issues  

! Maintain  resources  on  website  

! Maintain  resources  on  website  

! Newsletter  on  various  topics  

! City-­‐Business  communications  task  force  

! ! Webinar  ! Online  survey  ! Recruit  business  to  

attend  

! Survey  Final  Report  ! Google  Analytics  ! Board/Investor  Feedback  

F.  WORKFORCE   ! Success  stories  ! Continue  internship  program  

evaluation  

! Promotion  of  resources  on  website    

! Implementation  of  workforce  website  

! Workforce  Connection  Event  

! Investor  Feedback  ! Google  Analytics  ! Event  exit  survey  

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Next  Steps1. The  VHEDC  Executive  Committee  and  Board  of  Director  planning  participants  will  review  this  document

for  accuracy  by  7-­‐8-­‐16.2. The  Executive  Committee  will  review  the  Roadmap  to  see  if  any  timeframes  need  adjusting  and  to

determine  whether  there  are  missing  key  actions  to  add  to  action  plans  and  the  roadmap  by  7-­‐8-­‐16.3. Hoglund  Coaching  will  incorporate  any  needed  revisions  for  accuracy  by  7-­‐13-­‐16.4. The  Executive  Director  will  continue  working  with  Committees  on  developing  Charters  and

implementing  the  action  plans.5. The  VHEDC  Strategic  Plan  is  currently  being  implemented.  Formal  adoption  of  the  plan  with  any

revisions  will  take  place  at  the  August  2016  Board  of  Directors  meeting.  Questions,  comments,  andrecommended  next  steps  will  be  provided  by  Hoglund  Coaching  at  the  meeting.  Ensure  successmeasures  and  longer-­‐term  actions  have  been  effectively  identified  on  the  Action  Plans  and  Roadmap.

Participant  Reflections  The  strategic  planning  session  ended  with  a  reflection  from  each  participant  in  attendance.

! I  see  positive  growth.  We  may  need  to  invest  to  keep  momentum  going.    ! Identified  and  re-­‐identified  action  plans  to  prioritize.  There  is  a  lot  to  accomplish.  ! We’ve  done  great  things.  We  need  to  make  sure  people  are  aware  of  it.  ! Better  understanding  of  Chamber  function  versus  VHEDC.  ! Affirmation  about  our  VHEDC  community  and  that  we  are  appreciated.  ! It  gave  us  a  different  perspective.  We  need  to  take  care  of  new  board  members.  ! We  have  housekeeping  to  do  and  have  plans  to  take  care  of  it.  ! Good  job  setting  priorities.  Helps  us  focus.  ! 1st  time  I  got  a  sense  of  where  VHEDC  is  and  where  it’s  going.  ! Encouraging  to  hear  good  things.  It  was  a  good  exercise.    ! We  are  in  transition  and  changing  the  face  of  the  organization.  ! Everyone  has  something  different  to  add.  ! The  atmosphere  of  the  board  welcomes  input,  passion,  dedication,  and  commitment.  ! Website  will  provide  better  communication  about  the  value  we  bring.  There’s  an  opportunity  to  consider  

evolving  the  website  and  social  media.  

Appendices    A.  Retreat  agenda,  Summary  of  Previous  Efforts,  Organizational  Structure  B.  VHEDC  Charter  and  Action  Planning  Tools  C.  Stakeholder  Input  Reports:

1) Key  Stakeholder  Focus  Groups2) Executive  Committee  Interviews3) Investor  Survey  Results4) BREville  Survey  Results  (separate  document)

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Strategic  Planning  Agenda  4-­27-­16  

9:30am  –  4:30pm  

I. Opening  Remarks,  Welcome,  and  Introductions    -­‐  Ling  and  Kevin  (9:30-­‐10:00am)  

II. Background  –  Ling  (10:00-­‐10:30am)Summary  of  Previous  Efforts  and  Organizational  Structure

III. Current  Status  -­‐  Nancy  (10:30-­‐11am)Key  Accomplishments  and  In  Progress

BREAK  (11-­‐11:15am)

IV. Stakeholder  Data  -­‐  All  (11:15am-­‐1:30pm)Background  and  Summary  Reports

V. Advantages  and  Challenges  -­‐  All  (1:30-­‐2:30pm)Based  on  Data

BREAK  (2:30-­‐2:45pm)

VI. Key  Strategic  Directions  -­‐  All  (2:45-­‐3:00pm)

VII. Action  Planning  in  Groups  -­‐  All  (3:00-­‐4:00pm)Create  a  Plan  for  Each  Strategic  Direction

VIII. Reflection,  Next  Steps  -­‐  All  (4:00-­‐4:30pm)

USE  THE  PARKING  LOT  TO  CAPTURE  FUTURE  DISCUSSION  ITEMS-­‐  EVERYONE  

1

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2015  Summary:  • Spring  2015  Board  Retreat  –  Half  Day• Conducted  membership  survey  (19  responses):• Clarified  Mission

The  VHEDC  is  a  group  of  business  leaders  engaging  with  community  stakeholders  to  enhance  the  economic  vitality  of  our  community.    

Our  Vision  &  Values:  To  enhance  economic  development  in  the  City  of  Vadnais  Heights  and  the  surrounding  areas  through  the  attraction,  retention,  and  expansion  of  existing  businesses  and  industries.    This  will  be  accomplished  by  serving  as  a  conduit  of  economic  development  resources,  building  collaborations  with  strategic  partners,  and  providing  advocacy.    

ACCOUNTABILITY.  CONFIDENTIALITY.  INTEGRITY.  PASSION.  PARTNERSHIP.  

• 2015  Annual  Report:  Looking  Ahead  Strategic  Directionso Business  Retention  &  Expansion  Project  (Investor  Survey)o Northeast  Business  Community  Expo  (May  1,  2016)o Workforce  Action  (Internship  Program)o Commercial  Properties  (Inventory,  Real  Estate  Opportunities)o Board  of  Directors  Strategic  Planning  (April  2016)o Investing  in  You!  (Invest  in  the  Business  Community)

SWOT  Strengths:  

• Leadership• Financial  where  with  all• Diversity  in  board• City  and  schools• Executive  Director• Growth• Board  Engagement

Weaknesses:  • Lack  of  clarity• Too  board  centric• Clarified  mission  statement• Lack  of  definition• Limited  resources  ($  and  time)• Board  education

Opportunities:  • Creating  value• Collaborate  with  area  organizations• Untapped  market/potential• More  tangibles  (magazine)• Promote  succeses• Collaborate/outside  groups

Threats:  • Discretionary  $• Leadership  retention• Too  narrow  mission  statement• Losing  Executive  Director• City  doesn’t  support

Background for 2016 Planning: The VHEDC Executive Committee desires to create a strategic plan, which builds on the success of the previous plan, to verify the mission, and to create strategic alignment across VHEDC.

Objectives: To identify short- and long-term directions for VHEDC. To create a common understanding of what’s important to the VHEDC and its stakeholders; what is most key to take action on; to activate the roles and responsibilities of the various VHEDC committees; and to maximize effectiveness in executing the overall plan through action plans.

2

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Executive Committee Board of Directors City of Vadnais

Investor Relations Event Committees: Annual Dinner

Golf Event Business Appreciation

City Center Task Force Professional Education

Workforce Action

VHEDC Investors

Business Retention & Expansion

Executive Committee (current): This Committee is made up of the President, Vice President, Secretary, Treasurer, and the Executive Director and meets monthly. The Committee’s role

includes: Reviews VHEDC board agenda prior to Board meetings Assists the Executive Director in strategy planning and consideration of new initiatives and activities before they are brought to the Board Forwards a proposed budget to the full Board for approval each year Conducts an annual review of the Executive Director

Investor Relations Committee: (current): This Committee oversees VHEDC communications, marketing, and the processes of investor recruitment and management. The Committee is in charge of investor outreach events like mixers and also oversees the annual Business Directory and Community Profile.

Workforce Action Committee (current): This Committee oversees our partnership initiatives with educational institutions and focuses on local workforce development initiatives.

Professional Education (current): This oversees our new Professional Edge Partnership with White Bear Area Chamber to coordinate and plans professional education opportunities.

Business Retention & Expansion Committee (current): This Committee was evolved from the Loan Committee and approved by the Board in November 2014. The objective of this Committee is to provide outreach to businesses to support their continued growth and expansion. In 2016 this Committee will spearhead the Business Retention & Expansion Survey Project in conjunction with the University of Minnesota.

City Center Task Force (current): This Committee was initiated in early 2015 and is made up of local business leaders from the City Center district and also included city council representatives and city staff. The goals of the group include: Hearing concerns, ideas, etc. that business leaders may each have regarding operations in and around the City Center Brainstorming ways to work together on items such as community branding, signage, etc. Serving as an opportunity where the City and VHEDC can come to you with our ideas of improving business operations in the City Center area. Assists the Executive Director in strategy planning and consideration of new initiatives and activities before they are brought to the Board

Event Committees (current): We currently have event committees that come online to plan specific events throughout the year. This includes the Business Leadership Luncheon Committee, the Business Appreciation Event Committee, the Golf Tournament Committee, and the Annual Dinner Committee.

Executive Director

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Hoglund Coaching, LLC Taking Leaders Higher ™ Prepared for VHEDC April 2016

Charter

Mission Statement:

Sponsor:

Membership:

Positions: (include roles, responsibilities, expectations, terms)

Stakeholders:

Stakeholder Requirements:

Measurable Goals and Objectives:

Deliverables:

Communication:

Scope: (decision-making, advisory)

Resources/Budget:

Meeting structure:Frequency – Schedule – Location –

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Ground rules:

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Action Plan for Priority Strategy: __________________________

The TASK: What is the overall purpose of this strategy? Purpose:

The CURRENT SITUATION: What are considerations for implementation? Advantages: What already exists or has been done?

! ! !

Challenges: What are/might be barriers to implementation? (Using EXISTING resources: time, people, $)

! ! !

The RESULTS: What do we want to achieve or produce? Short Term (1-6 months):

Long Term (12 months):

Longer Term (1-2 years):

The Major Steps When Who 1.

2.

3.

4.

5.

6

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Key  Stakeholder  Focus  Groups  Key  insights  

Background  and  Results  Seven  individuals  participated  in  four  separate  focus  groups  in  December  2015  to  gain  Key  Stakeholder’s  perceptions  of  how  they  are  being  engaged  by  the  VHEDC.  The  focus  group  participants  were  identified  by  VHEDC  as  1)  Ramsey  County  Commissioner’s  Office,  2)  City  of  Vadnais  Heights,  3)  White  Bear  Lake  Areas  Schools,  and  4)  Century  College  Administration.  

Overall  focus  group  results  show:  • 25%  of  Key  Stakeholders  indicate  that  VHEDC  asks  for  their  input.• 25%  of  Key  Stakeholders  indicate  that  VHEDC  asks  about  their  level  of  satisfaction  and  dissatisfaction.• 100%  of  Key  Stakeholders  indicate  their  relationship  with  VHEDC  meets  their  needs.• 100%  of  Key  Stakeholders  are  satisfied  with  their  relationship  with  VHEDC.

The  following  is  a  summary  of  the  key  themes  and  specific  comments  that  were  expressed:  

Key  Stakeholder  Satisfaction  (30  Comments)  ! Thankful  for  Ling.  She  has  strengths  to  connect  objectives,  has  outstanding  follow  through,  is  a  

great  collaborator,  exceeds  expectations,  and  does  what  others  do  not  have  the  capacity  for.    She  gets  excited  when  conversations  are  happening,  does  a  great  job  on  economic  development,  and  asks  for  assistance  and  participation.    

! Impressed  with  how  much  VHEDC  has  reached  out.    ! Opportunity  to  meet  with  other  leaders  in  the  community  to  see  where  it  is  going.  ! Everyone  works  for  the  common  good  and  there  is  a  focus  on  common  needs.  Everyone  counts.  ! Trust  has  been  built  over  time  and  there  is  a  sense  we  can  do  something  innovative  (not  easy  to  do  

elsewhere).    ! There  is  a  lot  of  good  work  and  engagement  that  wasn’t  happening  before  (City  Center  Task  Force,  

Farmer’s  Market,  dialogue  with  business  owners,  City  Council  members).  Ability  to  talk  through  controversial  issues  and  sharing  key  information.  

! Creating  visibility  and  understanding  what  roles  could  be  for  the  County,  City,  etc.  Builds  roles  into  the  business  community.  

Thankful  for  Ling.    Impressed  with  outreach.  Asks  for  participation  and  seeks  input.  Provides  what  others  do  not  have  the  capacity  to  do.  

Key  Stakeholder  Dissatisfaction  (24  Comments)  

! We  are  asked  where  we  can  help  them  versus  them  help  us.    ! Reaching  out  to  multiple  people  at  the  same  organization  can  make  it  unclear  who  the  point  

person  is,  create  duplication  of  effort,  and  the  organization  may  not  be  able  to  deliver  what  was  promised.    

! Other  partnerships  may  be  in  place  so  the  “go  go  go”  style  doesn’t  always  meet  our  timeframe.  ! Ling  may  not  need  to  be  the  person  to  make  all  of  the  connections.  She  may  be  doing  too  much.  ! Sometimes  VHEDC  does  things  and  then  asks  for  assistance  afterwards.  Some  projects  could  get  started  

that  place  our  organizations  at  odds.  Can  be  tough  to  communicate  that  everything  they  want  to  partner  on  may  not  be  possible.  May  not  be  able  to  move  fast  enough  for  VHEDC.  

! Sometimes  we  need  to  track  down  information.  Talk  more  about  what  is  being  considered  to  get  more  input.  May  assume  we  will  partner.  

1

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! There  are  different  perspectives  on  roles.  Concern  that  VHEDC  may  sometimes  go  around  designated  contacts.  

! Sometimes  VHEDC  acts  on  behalf  of  one  business  versus  getting  input  from  everyone.  

Doesn’t  ask  how  VHEDC  can  help.  Multiple  points  of  contact.  Ling  may  be  doing  too  much.  Agility  is  different  for  each  organization.  

Ideas  for  Improvement  (37  Comments)  

! Create  dialogue  to  understand  partner  constraints  to  ensure  expectations  are  realistic.  ! Have  VHEDC  present  at  key  stakeholder  events.  ! Better  utilize  the  City  Council  rep  to  ensure  the  whole  Council  is  engaged.  Co-­‐create  an  improved  

process  flow  with  City  colleagues.  ! Partner  with  the  City  and  businesses  on  resources  for  projects.  Ex.  Maintenance  for  landscaping  around  city  lights.  ! Formalize  processes  and  communication,  and  further  clarify  roles.  ! Connect  with  organizational  leaders  regarding  VHEDC  representation  and  promote  greater  understanding  of  

VHEDC’s  mission.  ! Have  more  strategic  versus  tactical  dialogue  with  key  stakeholders.  What  else  can  partners  do  besides  provide  

funding?  There  is  interest  in  having  a  better  understanding  of  economic  development.  ! Facilitate  seamless  alignment  of  projects  between  the  County  and  City,  etc.  Invite  the  County  to  more  ribbon  

cutting,  business  tours,  and  conversations  on  infrastructure  needs.  Create  a  toolbox  to  keep  business  in  the  area.  Bridge  dialogue  between  Vadnais  Heights  and  White  Bear  Lake  (Ex.  County  Rd  E  “dead  zone”.)  

! Promote  regional  economic  development.  Facilitate  regional  dialogue.  Ex.  Transportation,  Seniors,  Incubator  Start  Ups,  etc.  Gather  community  strengths,  hold  symposiums  on  innovative  solutions,  share  what  exists  and  who  does  what  well  so  everyone  gains.  

Increase  strategic  versus  tactical  dialogue.  Formalize  processes  and  clarify  roles.  Bridge  seamless  alignment  between  organizations.  Promote  regional  economic  development.  

Executive  Committee  Interviews  Key  insights  

Background  and  Results  Five  individuals  participated  in  separate  phone  interviews  in  March  2016  to  gain  perceptions  of  how  they  are  being  engaged  by  the  VHEDC.    

The  following  is  a  summary  of  the  key  themes  and  specific  comments  that  were  expressed:  

Executive  Committee  Satisfaction  (52  Comments)  ! Keith  Warner  did  a  lot  for  the  community.  He  was  enthusiastic,  created  an  organization  and  a  

business  sense  to  help  people  and  created  a  legacy.  There  were  two  Interim  Executive  Directors  who  also  provided  value.    

! We  wanted  someone  who  could  change  the  organization.  We  hired  Ling.  We  have  been  very  impressed.  She  took  the  organization  and  transformed  it.  We  are  now  the  change  maker  in  the  NE  Metro.  We  made  the  right  decision.  

! Ling  gets  things  done.  She  is  the  catalyst.  She  keeps  communication  open.  Everyone  is  thrilled  with  what  Ling  has  been  doing.  Ling  is  the  energizer  bunny.  

! Our  different  outreach  event  with  all  the  investors.  Scholarships  to  bring  students  into  businesses.  Helping  to  bring  workers  into  businesses.  Mixers  for  leaders  in  the  community  to  meet  and  learn  from  each  other.    

! Executive  Committee  gets  details  from  Ling  so  they  can  get  ironed  out  before  going  to  the  Board.  ! It’s  operating  well  (wouldn’t  have  said  that  1  ½  years  ago).  Created  focus  and  a  more  efficient  structure  

with  committees.  People  know  what  they  are  supposed  to  be  doing.  More  decisions  are  made  the  Executive  Committee  rather  than  just  the  Executive  Director.  

2

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! The  organization  is  highly  respected.  We  are  really  relevant.  People  care  about  what  we  are  doing,  about  issues,  and  making  a  difference.  We  help  make  connections  and  compete  projects  that  would  have  had  challenges  to  complete  without  us.  We  are  attacking  harder  issues,  attracting  other  people,  and  getting  attention.  

! We  are  nimble  and  more  fluid  than  others  (like  the  Chamber).  It  helps  us  to  do  more.  ! That  we  are  working  on  a  strategic  plan  versus  getting  distracted  by  something  else.  

Thrilled  with  the  job  Ling  is  doing.  Outreach  and  events.  More  focus  and  structure.  Highly  respected  and  agile  organization.  

Executive  Committee  Dissatisfaction  (21  Comments)  

! Our  messaging  is  limited  and  may  not  be  understood  by  everyone.    ! We  need  more  involvement  outside  of  the  Executive  Committee.  May  not  be  opened  up  

enough  to  others.  We  may  rely  too  much  on  Board  members  to  make  things  happen.  ! Concern  that  Ling  is  so  full  of  energy  and  may  wear  herself  out.  She  has  raised  the  bar.  What  would  

happens  if  the  bar  has  to  be  lowered?  Ling  could  be  snatched  away  with  another  opportunity,  which  could  leave  us  in  flux.    She  is  doing  more  than  what  she  is  paid  for.  What  is  long-­‐term  for  her?  What  does  she  want  out  of  this?  

! We  may  create  conflict  when  both  the  VHEDC  and  the  City  is  talking  to  businesses  and  coming  to  different  conclusions.  There  is  some  friction  and  a  need  for  role  clarification.  

! Documentation  is  needed  to  close  loops  in  communication.  

Concern  that  Ling  could  leave.  Messaging  may  not  be  understood  by  everyone.  More  involvement  outside  of  the  Executive  Committee.  Conflict  exists  between  the  VHEDC  and  the  City.  

Ideas  for  Improvement  (52  Comments)  

! Expand  the  footprint  to  include  the  entire  NE  Metro.  NE  Metro  Economic  Development  Corporation?  Grown  and  expand.  Make  events  bigger  and  grander.    The  sky  is  the  limit.  

! Keep  focus  on  Vadnais  Heights  so  we  do  not  lose  our  advantage  and  what  makes  us  special.    ! Increase  involvement  with  Board  activities  and  events.  Get  more  people  involved  to  build  future  

Board  members.    ! Expo  versus  Fundraising.  Be  less  reliant  on  fundraising.  Annual  dinner  -­‐  ask  investors  for  money  again.    ! Rely  on  others  to  lead  committees  and  events.  Find  out  how  to  get  non-­‐board  members  invested  in  other  areas.  

Incorporate  co-­‐chairs  to  lighten  the  load.    ! Create  succession  planning  for  the  Executive  Director  position.  Find  out  what  Ling  needs  for  support.    Discuss  this.  ! Don’t  just  partner  with  anyone  who  wants  to  partner.  Choose  partners  based  on  the  value  they  bring  to  VHEDC.    

Succession  planning.  Engage  more  people.  Increase  funding.  Expand  footprint  to  NE  Metro.  Keep  personal  touch.  

3

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What  makes  us  different  from  other  organizations?  

4

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20.63% 13

49.21% 31

30.16% 19

Q1 How long has your organization been aninvestor with the VHEDC?

Answered: 63 Skipped: 0

Total 63

Less than one year One to five years More than five years0%

20%

40%

60%

80%

100%

20.63%

49.21%

30.16%

Answer Choices Responses

Less than one year

One to five years

More than five years

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19.61% 10

39.22% 20

1.96% 1

9.80% 5

5.88% 3

23.53% 12

Q2 Please identify your sector:Answered: 51 Skipped: 12

Total 51

# Other (please specify) Date

1 Banking industry 4/25/2016 8:45 PM

2 Housing 1/28/2016 4:45 PM

3 Public utility services 1/27/2016 10:42 AM

4 Consulting 1/27/2016 10:06 AM

5 Payroll / HR needs 1/26/2016 1:58 PM

6 Writing/editing 1/22/2016 7:26 AM

7 Business Consulting 1/21/2016 12:56 AM

8 Finance 1/20/2016 11:44 AM

9 IT Consulting 1/20/2016 11:42 AM

10 banking 1/20/2016 9:07 AM

11 insurance 1/20/2016 8:52 AM

12 Marketing - web design 1/20/2016 8:10 AM

13 food processing and Packaging and distribution 1/20/2016 7:44 AM

14 Banking 1/20/2016 7:41 AM

15 Technology Products and Services 1/20/2016 6:54 AM

Manufacturing

Service Retail Education Healthcare Non-Profit0%

20%

40%

60%

80%

100%

19.61%

39.22%

1.96%9.80%

5.88%

23.53%

Answer Choices Responses

Manufacturing

Service

Retail

Education

Healthcare

Non-Profit

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Q3 What is the primary reason that yourorganization belongs to the VHEDC?(Please rank in order of importance.)

Answered: 59 Skipped: 4

41.82%23

21.82%12

12.73%7

10.91%6

9.09%5

3.64%2 55 4.65

13.73%7

35.29%18

15.69%8

15.69%8

7.84%4

11.76%6 51 3.96

8.00%4

12.00%6

22.00%11

18.00%9

26.00%13

14.00%7 50 3.16

20.00%10

14.00%7

20.00%10

18.00%9

8.00%4

20.00%10 50 3.60

5.77%3

9.62%5

25.00%13

19.23%10

30.77%16

9.62%5 52 3.12

13.21%7

9.43%5

9.43%5

16.98%9

15.09%8

35.85%19 53 2.81

Connections/Networking

BusinessExposure

BusinessAdvocacy

CivicResponsibility

Informationfor myOrganization

EducationandTraining

0

2

4

6

8

10

54

34

3 3

1 2 3 4 5 6 Total Score

Connections/Networking

Business Exposure

Business Advocacy

Civic Responsibility

Information for my Organization

Education and Training

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Q4 OtherAnswered: 1 Skipped: 62

# Responses Date

1 primarily only networking and business exposure. 1/26/2016 4:15 PM

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58.49% 31

45.28% 24

47.17% 25

41.51% 22

67.92% 36

60.38% 32

45.28% 24

49.06% 26

5.66% 3

Q5 In the past year, how has yourorganization participated with the VHEDC?

(Please check all that apply.)Answered: 53 Skipped: 10

Total Respondents: 53

# Other Date

1 joined committee's, 1/26/2016 2:02 PM

2 VHEDC-HR Meetings 1/20/2016 8:48 AM

3 Industry strategic planning 1/20/2016 7:17 AM

BusinessAppreciatio...

MonthlyEducationSess...

BusinessLuncheon (H...

GolfTournament

AnnualDinner

AfterHoursMixer

ExecutiveBoardor...

Sponsor/Advertiser

Other0%

20%

40%

60%

80%

100%

58.49%

45.28% 47.17%41.51%

67.92%60.38%

45.28% 49.06%

5.66%

Answer Choices Responses

Business Appreciation Event

Monthly Education Sessions (Held Tuesday mornings at Country Inn & Suites)

Business Luncheon (Held twice per year)

Golf Tournament

Annual Dinner

After Hours Mixer

Executive Board or Committees

Sponsor/Advertiser

Other

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Q6 The services and offerings provided bythe VHEDC meet the needs of my

organization.Answered: 56 Skipped: 7

0.00%0

0.00%0

12.50%7

64.29%36

23.21%13 56 4.11

Strongly Disagree Disagree Undecided Agree Strongly Agree

Investor Responses0%

20%

40%

60%

80%

100%

12.50%

64.29%

23.21%

Strongly Disagree Disagree Undecided Agree Strongly Agree Total Weighted Average

Investor Responses

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Q7 My organization is currently satisfiedwith the relationship we have with the

VHEDC.Answered: 56 Skipped: 7

0.00%0

1.79%1

8.93%5

57.14%32

32.14%18 56 4.20

Strongly Disagree Disagree Undecided Agree Strongly Agree

Investor Responses0%

20%

40%

60%

80%

100%

1.79%8.93%

57.14%

32.14%

Strongly Disagree Disagree Undecided Agree Strongly Agree Total Weighted Average

Investor Responses

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Q8 Please share what you are specificallysatisfied with at the VHEDC.

Answered: 29 Skipped: 34

# Responses Date

1 Ling has high energy and has done so much for the community. 4/27/2016 4:45 AM

2 The Education Pieces monthly and working with the investors of this organization. 4/25/2016 8:49 PM

3 The VHEDC has provided us with the vehicle for community involvement. With Ling's guidance, we expanded ourmarketing efforts through the media, networking and public recognition. The benefits of investing in the VHEDC arepriceless!

1/28/2016 7:04 PM

4 Ling's outreach 1/28/2016 4:47 PM

5 local events bringing exposure to the business community 1/28/2016 3:53 PM

6 Ling and Kevin 1/28/2016 3:46 PM

7 VHEDC does a great job bridging different interests in the community 1/28/2016 3:35 PM

8 I love the leadership classes. 1/28/2016 2:14 PM

9 The VHEDC is vested in identifying the needs of the local businesses and encourages participation from them tomake the community stronger.

1/27/2016 3:37 PM

10 Response and attention from the director on issues that affect my organization. 1/27/2016 12:36 PM

11 Great organization with strong leadership; lots of different kinds of connection opportunities. Doing things that make adifference in the community.

1/27/2016 10:09 AM

12 Ling...she's amazing. 1/26/2016 4:24 PM

13 There has always a strong commitment to our success as a company. the willingness to help is priceless. thanks 1/26/2016 3:19 PM

14 Connecting people to people 1/26/2016 3:18 PM

15 Ling's help in connecting us with the community has been fantastic! 1/26/2016 2:39 PM

16 opportunities to get involved and help educate businesses in the community 1/26/2016 2:02 PM

17 I've met a lot of genuine people who's main goal seems to be simply to help one another. 1/22/2016 5:02 PM

18 Good local group with a business focus. 1/22/2016 8:56 AM

19 As a writer, I'm satisfied w/my relationship w/Ling re: the production of the guide; as a resident, I'm satisfiedw/VHEDC's work in the City.

1/22/2016 7:29 AM

20 Communication is excellent. 1/21/2016 7:17 PM

21 amount of events and type of events 1/21/2016 11:24 AM

22 Ling is a great connector and promoter of VH an example is the magazine. 1/21/2016 8:42 AM

23 The professional relationship among all the business owners. Great leadership and enthusiasm and passion to helpthe business community

1/21/2016 12:59 AM

24 Workforce action and Manufacturing Focus 1/20/2016 11:52 AM

25 I am most impressed with Ling Becker and her management of the ED position. 1/20/2016 9:10 AM

26 Leadership, business collaboration 1/20/2016 8:39 AM

27 Very new to group... ask me in a year 1/20/2016 8:11 AM

28 Ling is a fantastic thinker and advocate for partnerships. 1/20/2016 7:17 AM

29 Options 1/20/2016 7:05 AM

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Q9 Please share what you may bedissatisfied with at the VHEDC.

Answered: 16 Skipped: 47

# Responses Date

1 It is all Ling. She does everything. 4/27/2016 4:45 AM

2 Nothing to say here! 4/25/2016 8:49 PM

3 time of mixers and events. too early 1/28/2016 3:53 PM

4 N/A 1/28/2016 3:46 PM

5 It's not that we are dissatisfied with VHEDC, it's more that we haven't been involved as much as we could; finding thetime to get away from the office has been a challenge.

1/28/2016 3:35 PM

6 Although it has improved, I am still concerned about materials sent out to our investors which have spelling andgrammar errors. It does not reflect on our organization as a whole when these errors are made.

1/28/2016 2:14 PM

7 It still seems difficult to get businesses to efficiently use each other for products and services other than networking. 1/27/2016 12:36 PM

8 Not so much dissatisfied, just looking for ways to get to know other members...(see #10) 1/26/2016 4:24 PM

9 Can't come up with anything 1/22/2016 8:56 AM

10 venues are often too small for the crowd 1/21/2016 11:24 AM

11 Nothing 1/21/2016 8:42 AM

12 nothing-the organization does what it says and more 1/21/2016 12:59 AM

13 Pilot transportation connecting area businesses 1/20/2016 11:52 AM

14 We could use more investors 1/20/2016 9:10 AM

15 Nothing 1/20/2016 8:39 AM

16 Nothing 1/20/2016 7:05 AM

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Q10 Is there anything else you would like tosee from the VHEDC?

Answered: 18 Skipped: 45

# Responses Date

1 In the past, Board committees were more involved and helped with advertising and coordinating. It would be good forLing to delegate more to the Board to increase engagement. Right now there is less brainstorming between theExecutive Committee and the Board. Decisions are already made and the Board doesn't have as much input. Reportshave already been done. There is lots of talent to utilize on the Board. It would be helpful to better define the Board'srole to ensure members feel they are adding value. It's great that Ling is doing things; however, Board members couldtake on more and have increased involvement.

4/27/2016 4:45 AM

2 Ling has done a tremendous job of getting this organization's name in the community and setting goals that relate toeconomic development. It has been my pleasure serving on this board.

4/25/2016 8:49 PM

3 maybe just the times of mixers a little later or on the weekends 1/28/2016 3:53 PM

4 No 1/28/2016 3:46 PM

5 Need to have a better grasp of what is current before commenting (refer to question 9) 1/28/2016 3:35 PM

6 The VHEDC is doing great. Hopefully, it will find more ways to streamline some programs, as it finds what works best. 1/27/2016 12:36 PM

7 I'd like to see more casual opportunities (minimal $$ output) such as mixers to mingle and network to get to knowother members. Even a monthly "meeting" to get to know members.

1/26/2016 4:24 PM

8 Keep up the intensity in spreading the value of small business in our community. 1/26/2016 3:19 PM

9 Looking forward to joint venture in the spring. 1/26/2016 3:18 PM

10 I think the VHEDC does a better job then most but I would like to see more collaboration between neighboringcommunity organizations to make them all more efficient

1/26/2016 2:39 PM

11 No 1/22/2016 8:56 AM

12 not at this time 1/21/2016 11:24 AM

13 Nope. 1/21/2016 8:42 AM

14 very satisfied 1/21/2016 12:59 AM

15 Not at this time. 1/20/2016 9:10 AM

16 More city involvement 1/20/2016 8:39 AM

17 Continue to work with K12 and Post-secondary education providers to develop a long-term plan for partnerships. 1/20/2016 7:17 AM

18 Leadership traing classes 1/20/2016 7:05 AM

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48.08% 25

86.54% 45

26.92% 14

9.62% 5

Q11 How do you receive VHEDCinformation? (Please check all that apply.)

Answered: 52 Skipped: 11

Total Respondents: 52

# Other Date

1 Participating in the VHEDC City Center Task Force. 1/27/2016 3:39 PM

2 Updates during board meetings and committee meetings 1/27/2016 10:45 AM

3 personal contact 1/21/2016 2:11 PM

4 monthly meetings 1/20/2016 1:40 PM

5 Board 1/20/2016 11:54 AM

Website Newsletters/Emails

Word of Mouth Other0%

20%

40%

60%

80%

100%

48.08%

86.54%

26.92%

9.62%

Answer Choices Responses

Website

Newsletters/Emails

Word of Mouth

Other

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Q12 My organization is regularly askedwhat we want and need from the VHEDC.

Answered: 53 Skipped: 10

0.00%0

3.77%2

26.42%14

62.26%33

7.55%4 53 3.74

Strongly Disagree Disagree Undecided Agree Strongly Agree

Investor Responses0%

20%

40%

60%

80%

100%

3.77%

26.42%

62.26%

7.55%

Strongly Disagree Disagree Undecided Agree Strongly Agree Total Weighted Average

Investor Responses

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47.17% 25

45.28% 24

7.55% 4

Q13 Have you contacted VHEDC for supportor services?

Answered: 53 Skipped: 10

Total 53

# Comments Date

1 We have received several business awards and the help we have received from the VHEDC was very helpful ingetting the word.

1/26/2016 3:22 PM

2 Ling was very helpful in our purchasing a commercial lot in Vadnais. 1/20/2016 9:11 AM

Yes No N/A0%

20%

40%

60%

80%

100%

47.17% 45.28%

7.55%

Answer Choices Responses

Yes

No

N/A

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100.00% 28

0.00% 0

Q14 If yes, has VHEDC been accessible andresponsive?

Answered: 28 Skipped: 35

Total 28

# Comments Date

1 Very helpful, and a supportive. 1/27/2016 12:37 PM

2 The VHEDC took a wonderful lead in helping to organize several of our events. 1/26/2016 3:22 PM

3 Ling Becker is phenomenal and awesome. 1/20/2016 12:42 PM

Yes No0%

20%

40%

60%

80%

100%100.00%

Answer Choices Responses

Yes

No

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Q15 Please rank the following on how wellthe VHEDC is achieving its mission:

Answered: 51 Skipped: 12

1.96%1

0.00%0

7.84%4

47.06%24

43.14%22 51

1.96%1

0.00%0

3.92%2

39.22%20

54.90%28 51

0.00%0

1.96%1

9.80%5

64.71%33

23.53%12 51

0.00%0

1.96%1

9.80%5

54.90%28

33.33%17 51

0.00%0

1.96%1

27.45%14

47.06%24

23.53%12 51

1.96%1

0.00%0

5.88%3

29.41%15

62.75%32 51

1.96%1

0.00%0

9.80%5

45.10%23

43.14%22 51

# Comments: Date

1 We are a new member, so I haven't had much experience with VHEDC yet 1/29/2016 9:11 AM

2 In regard to the 1st statement, "does a good job helping local businesses," that can be difficult because businessesmust choose to be involved and take action - something VHEDC cannot control, only influence

1/27/2016 10:11 AM

3 Don't really know how influential they are. 1/26/2016 4:25 PM

4 My agree statements are due to my lack of engagement and not a reflection of what VHEDC is doing or not doing. 1/21/2016 8:43 AM

Strongly Disagree Disagree Undecided Agree Strongly Agree

VHEDCdoes agood jobof...

VHEDC isa greatadvocatefor lo...

Iunderstand themissio...

I agreewith thedirectionthat...

VHEDC isfocusedon issuesthat...

VHEDC isfocusedonimprov...

VHEDC isinfluential in ourlocal...

0%

20%

40%

60%

80%

100%

Strongly Disagree Disagree Undecided Agree Strongly Agree Total

VHEDC does a good job of helping local business.

VHEDC is a great advocate for local business growth.

I understand the mission of the VHEDC.

I agree with the direction that VHEDC is going.

VHEDC is focused on issues that matter to my organization.

VHEDC is focused on improving our local community.

VHEDC is influential in our local community.

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Q16 What is one example of how VHEDC isimpacting our local community?

Answered: 34 Skipped: 29

# Responses Date

1 Working with real estate available to perspective businesses wanting to move to our area. 4/25/2016 8:51 PM

2 The VHEDC's involvement in identifying and aiding in the workforce shortage issue. 1/28/2016 7:10 PM

3 Giving direction for growth 1/28/2016 4:49 PM

4 donating through the Charity Golf tournament. 1/28/2016 4:03 PM

5 Bringing different groups together around pertinent issues/topics 1/28/2016 3:49 PM

6 taste of Vadnais 1/28/2016 3:48 PM

7 Actively working on improving the appearance of the city, making a better first impression to our visitors. 1/28/2016 2:16 PM

8 Focused on getting more recognition for the community they are working to get a Farmers Market this Spring/Summer. 1/27/2016 3:40 PM

9 Working with business and with the City and making it easier for businesses to find solutions. 1/27/2016 12:41 PM

10 The VHEDC is creating a lot more opportunities for local businesses to interact with our area leaders (businessappreciation event, state of the city, community expo). Very worthwhile events for local businesses to be engaged.

1/27/2016 10:48 AM

11 Workforce committee work Roundtable discussions Connections with schools and local businesses 1/27/2016 10:14 AM

12 Ling's active participation in every aspect. 1/26/2016 9:12 PM

13 not familiar enough with them 1/26/2016 4:26 PM

14 I think the Large/Small Business Award is a great example differentiating our community. 1/26/2016 3:39 PM

15 Education to businesses and connecting students to businesses. 1/26/2016 3:20 PM

16 Advocating for manufacturers. 1/26/2016 2:43 PM

17 bringing businesses together where there are opportunities 1/26/2016 2:41 PM

18 Manufacturing awareness 1/26/2016 2:04 PM

19 They are motivated to spur real estate and business development in an effort to bring employment to the area. 1/22/2016 5:04 PM

20 Resource 1/22/2016 8:58 AM

21 VHEDC is doing an excellent job of communicating its mission, its work w/businesses, and what the businesses aredoing for the community. This attracts more business.

1/22/2016 7:33 AM

22 Focused on growth and bettering the community both today and in the future 1/21/2016 7:19 PM

23 networking throughout the community 1/21/2016 11:25 AM

24 Magazine 1/21/2016 8:44 AM

25 The vhedc brings the businesses in the community together to educate, guide and support. The synergy this brings tothe community is powerful and attractive to others to bring their businesses to Vadnais Heights or even live in VadnaisHetights.

1/21/2016 1:05 AM

26 Outstanding support for the White Bear Lake Area Schools' Manufacturing Pathway! 1/20/2016 6:56 PM

27 Leading the way on city festivals, improving the aesthetics of the city, farmers market! 1/20/2016 1:41 PM

28 legalized gambling issue and influence, fire inspection issue, access to grants 1/20/2016 11:58 AM

29 advocating for local businesses 1/20/2016 11:43 AM

30 Our board persuaded the city council to modify their initial response to charging a charity organization for its fundraising efforts

1/20/2016 9:15 AM

31 Pulling individual businesses together 1/20/2016 8:43 AM

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32 Exposure of land for sale within VH 1/20/2016 8:12 AM

33 Encourgaing people to use local companines and promoting growth in the area. 1/20/2016 7:44 AM

34 Being there and knowing they would help if I need it 1/20/2016 7:16 AM

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Q17 What is one thing that VHEDC can dobetter to provide service to your

organization and to add value to theeconomic growth of Vadnais Heights and

its surrounding areas?Answered: 17 Skipped: 46

# Responses Date

1 I think the direction we are moving is 4/25/2016 8:51 PM

2 As a non-profit, we continue to ask ourselves how we contribute to an economic growth focus. I think this is more ourissue as we change our self-perspective as a "provider of service to those in need" to a "resource that contributes to agreat place to live, work and do business".

1/28/2016 3:49 PM

3 Unsure 1/28/2016 3:48 PM

4 Continue to find ways for businesses to find each other and encourage local businesses to use each other for productsand services.

1/27/2016 12:41 PM

5 Continue to work in cooperation with surrounding area organizations (HBA and WBLACC) on joint offerings. 1/27/2016 10:48 AM

6 ? 1/26/2016 4:26 PM

7 Not sure? I think you are hitting on all 8 cylinders. 1/26/2016 3:39 PM

8 Keep on getting us involved. 1/26/2016 3:20 PM

9 work with neighboring communities 1/26/2016 2:41 PM

10 Become even bigger 1/22/2016 8:58 AM

11 cant think of anything 1/21/2016 11:25 AM

12 Strengthen training program options for mid-level managers. 1/21/2016 8:44 AM

13 I feel the Vhedc is on the right path for reaching out to the outlining communities 1/21/2016 1:05 AM

14 Am in finance and only through meeting other business owners 1/20/2016 11:58 AM

15 Keep doing what we are currently doing. 1/20/2016 9:15 AM

16 Improved connection with city council 1/20/2016 8:43 AM

17 I would like to see more guest speakers on a monthly basis. Outside speakers brought in to help motivate leaderstrain general knowledge about the economy

1/20/2016 7:16 AM

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Q18 Is there anything we didn't ask that youwould like to comment on?

Answered: 12 Skipped: 51

# Responses Date

1 No. 1/28/2016 7:10 PM

2 N/A 1/28/2016 3:48 PM

3 Ling is a great director and I am so happy she is working with the VHEDC 1/27/2016 12:41 PM

4 Ling is doing a great job! Very open and helpful to work with. 1/27/2016 10:14 AM

5 no 1/26/2016 4:26 PM

6 This survey is just another great example showing your concern for the community. Thanks for asking. 1/26/2016 3:39 PM

7 no 1/22/2016 8:58 AM

8 all okay 1/21/2016 11:25 AM

9 Nope 1/21/2016 8:44 AM

10 no 1/21/2016 1:05 AM

11 The passing of Keith Warner was a huge blow to the organization, however the hiring of Ling Becker has vastlyimproved the overall quality and outreach of the VHEDC.

1/20/2016 9:15 AM

12 No 1/20/2016 8:43 AM

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VHEDC Investor Survey

Hoglund Coaching, LLC Taking Leaders Higher ™ Conducted and prepared for VHEDC April 2016