2016 –2018StrategicPlan · 2018-10-15 · 3 Prepared by Hoglund Coaching, LLC Taking Leaders...
Transcript of 2016 –2018StrategicPlan · 2018-10-15 · 3 Prepared by Hoglund Coaching, LLC Taking Leaders...
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 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
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.
2
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
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.
3
• 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
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.
4
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
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.
5
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.
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.
6
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
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.
7
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
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.
8
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
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.
9
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
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.
10
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
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.
11
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
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
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.
13
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)
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
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
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
3
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 –
4
Hoglund Coaching, LLC Taking Leaders Higher ™ Prepared for VHEDC April 2016
Ground rules:
5
Hoglund Coaching, LLC Taking Leaders Higher ™ Prepared for VHEDC April 2016
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
Prepared by Hoglund Coaching, LLC Taking Leaders Higher ™ for VHEDC April 2016.
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
Prepared by Hoglund Coaching, LLC Taking Leaders Higher ™ for VHEDC April 2016.
! 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
Prepared by Hoglund Coaching, LLC Taking Leaders Higher ™ for VHEDC April 2016.
! 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
Prepared by Hoglund Coaching, LLC Taking Leaders Higher ™ for VHEDC April 2016.
What makes us different from other organizations?
4
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
1 / 20
VHEDC Investor Survey
Hoglund Coaching, LLC Taking Leaders Higher ™Prepared for VHEDC April 2016
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
2 / 20
VHEDC Investor Survey
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
3 / 20
VHEDC Investor Survey
Q4 OtherAnswered: 1 Skipped: 62
# Responses Date
1 primarily only networking and business exposure. 1/26/2016 4:15 PM
4 / 20
VHEDC Investor Survey
14
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
5 / 20
VHEDC Investor Survey
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
6 / 20
VHEDC Investor Survey
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
7 / 20
VHEDC Investor Survey
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
8 / 20
VHEDC Investor Survey
18
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
9 / 20
VHEDC Investor Survey
19
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
10 / 20
VHEDC Investor Survey
20
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
11 / 20
VHEDC Investor Survey
21
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
12 / 20
VHEDC Investor Survey
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
13 / 20
VHEDC Investor Survey
23
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
14 / 20
VHEDC Investor Survey
24
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.
15 / 20
VHEDC Investor Survey
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
16 / 20
VHEDC Investor Survey
26
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
17 / 20
VHEDC Investor Survey
27
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
18 / 20
VHEDC Investor Survey
28
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
19 / 20
VHEDC Investor Survey
Hoglund Coaching, LLC Taking Leaders Higher ™ Conducted and prepared for VHEDC April 2016