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Schedule A Services & Scope of Work (SOW) What: Strategic planning process When: May -August, 2025 Proposed Approach & Fee Structure: Phase 1 Deliverables: • Establish a core planning team (typically city manager + 1 or 2 additional staff or elected officials) • Collaborate with the core planning team to clarify expectations, identify objectives and finalize the planning retreat agenda Activities: • Engage with key stakeholders: conducting 1-1 interviews or survey or a series of meetings with key staff and council members. • Review existing documents, reports, and data related to current initiatives. • Facilitate a pre -retreat meeting to reflect on the data gathered and any additional input to inform future strategic focus question. Fee: $250/per meeting; $100/hour (not to exceed $2,500) Phase 2 Deliverables: • Develop a 3-year shared vision of success • Establish clear goals and objectives for the next 2-3 years. • Identify Strategic Initiatives for year 1 Activities: • Confirm or update organization's mission, vision, values statements • Facilitate three 3-4 hrs workshops to: • Identify a shared picture of success • Identify barriers to achieving the vision of the organization • Identify specific strategic initiatives and strategic directions to move towards the vision Fee: $8,000 Phase 3 Deliverables: • Summarize key findings, objectives, goals, and action plans resulting from the strategic planning sessions • Produce draft report for review and feedback • Establish strategic plan tracking and monitoring system Activities: • Provide a finalized, professionally formatted strategic plan for adoption • Facilitate strategic implementation workshop and articulate SMART goals and objectives (or KPIs) for each strategic initiative (optional) • Provide samples and examples of progress report check in and updates Facilitate first 90-day check in Fee: $250/per meeting; $100/hour (not to exceed $3,500) 5