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Economic Development Training Class
Economic Development Strategic Planning
This course is held in partnership with the Missouri Economic
Development Council (MEDC).
Date: March 18-19, 2010
Location: Springfield, MO
Economic developers must build consensus among board members, stakeholders
and the community as a whole, creating a unified vision for the future. Getting
everyone to agree is not always easy. Learn techniques to build consensus among
stakeholders who represent different values and interests. Look at the steps
that precede a strategic planning process, including identifying stakeholders
and preparing an economic analysis. Explore methods for setting priorities and
measuring your plan’s impact.
Course Highlights:
- Organizing the team
- Building consensus
- Preparing an economic assessment
- Determining goals and objectives
- Identifying projects
- Strategy formation
- Effective strategy implementation
- Setting realistic benchmarks
Agenda
March 18 |
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8:30 - 9:00 am |
Registration |
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9:00 - 10:00 am |
Introduction to Planning
Why do communities become involved in economic development strategic planning efforts? This session will examine the benefits of developing an economic development plan and will provide an overview of the various stages in the strategic planning process. The session will also outline the goals and expectations for the course. Participants will be asked to share their experiences from strategic plans efforts they have participated in.
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10:00 - 10:15 am |
Short break |
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10:15 - 11:00 am |
Organizing for ED Strategic Planning
One of the most important aspects of strategic planning is the pre-planning phase of the process. Practitioners need to know who the plan is serving and must organize a team that will work together to carry out the process. A great deal of leadership and team building is necessary and the planning team must establish a clear timeline for developing the plan. This session will discuss the values and cultures that the planning team must build upon or establish during formation. Building consensus among planning team members is a major component in the strategic planning process. The team that is put together must include many different stakeholders representing a number of values and interests. After the pre-planning phase, the practitioner must establish a sense of ownership and consensus among those participating in the planning process as well the general community.
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11:15 am - Noon |
Consensus Building/Stakeholder Ownership
In a recent examination of successful economic development efforts, consensus-building was highlighted as a key activity for moving the planning process forward. Stakeholders must have ownership of the plan, which means they should play large roles throughout the process. This session will examine various methods to engage stakeholders and keep them involved in the process. Although building consensus may take time, it is imperative if the process is to succeed.
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Noon - 1:30 pm |
Lunch on your own |
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1:30 - 2:45 pm |
Analysis for ED Strategic Planning
The next two sessions cover how to both qualitatively and quantitatively evaluate your community. This session will introduce methods with which to do an economic base analysis, including location quotients, shift-share and specialization ratios. Input-output analysis and cluster analysis will also be discussed briefly. Once attendees have discussed the types of data to collect and the types of analysis that are applicable, how are the data used, interpreted and applied to the future needs of the community? The planning process will be influenced by the type of data that is collected and the conclusions made from that data.
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2:45 - 3:00 pm |
Short break |
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3:00 - 4:45 pm |
Techniques for Assessing Economic Data
Once attendees have
discussed the types of data to collect and the types of analysis that are
applicable, how are the data used, interpreted and applied to the future needs
of the community? The planning process will be influenced by the type of data
that are collected and the conclusions made from that data. |
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March 19 |
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9:00 - 10:30 am |
Vision, Mission, Goals & Objectives
By establishing a clear vision with an understandable mission statement, the team can develop goals in a more effective manner. This session will discuss this widely overlooked but extremely important phase of the planning process. Leadership involvement, organizing for accountability and starting the prioritization process of projects will be included.
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10:30 - 10:45 am |
Short break |
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10:45 am - 12:00 pm |
Organizational Strategic Planning
Once a community’s goals are established, it’s important to look internally at the capacity of the economic development organization (EDO) to implement the plan. The EDO may need to adjust budget and staffing and/or identify additional resources to implement special projects. Learn how to put organizational processes and resources in place to meet plan goals.
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12:00 - 1:00 pm |
Lunch on your own |
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1:00 - 2:00 pm |
Strategic Project/Initiative Identification and Implementation
One key element to consider when creating an action plan is how to prioritize the projects that will help achieve the plan’s goals. The process for prioritizing includes determining from where resources are coming and the benefits and outcomes for each project. This critical phase of the planning process identifies the major initiatives and programs that the overall plan will address. What is realistic given the community’s constraints? What resources will be tapped for each project? How does the community decide which projects are realistic and feasible given the current situation, potential future situation and the given resources?
Additionally, economic development practitioners must build support for the programs and projects to be implemented. During the implementation stage, a number of political and competition issues may arise. The practitioner must address these issues in advance with by developing an implementation plan.
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2:15 - 3:15 pm |
Evaluations/Monitoring/Benchmarking
Although listed as the final step to the planning process, the choice of benchmarks and ways in which to monitor the progress in the plan need to be considered throughout the process. At this stage, specific measurements must not only be set in place, but a process with which to measure those measurements must be solidified. This includes tapping into other resources and leveraging information that is already available in the community. This session will also look at how annual reports can be used as a tool to communicate progress toward plan goals.
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3:15 - 4:00 pm |
Case Study Review and Discussion |
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4:00 - 4:30 pm |
Q & A’s |
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4:30 - 4:45 pm |
Wrap-up/Evaluation/Certificates |
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* Agenda subject to change |
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**PLEASE NOTE: In order to receive full IEDC certification credit for
this course and a certificate indicating course completion, participants must
attend the entire course and stay through the final session on the last day.
Please make travel plans accordingly.** |
Instructors
Jon Roberts
Managing Director
TIP Strategies, Inc.
 Jon Roberts is
the Managing Director of TIP Strategies, Inc. (TIP), in Austin, Texas. He is an
international leader in economic development and a proponent of the “creative
class” as a model for growth. He has overseen projects in Oregon, Texas, and
other U.S. regions, as well as in Europe and Asia. Mr. Roberts is currently
involved in a variety of development and recruitment projects.
Mr. Roberts has wide range of experience associated with incentives and tax
abatements, as well as local recruitment and redevelopment efforts. He has
prepared policy papers on national economic development strategy, published
articles on economic development marketing and has written editorials for the
state’s major newspapers.
Mr. Roberts was formerly the Director of Business Development both for the
State of Washington and then for the State of Texas. In these positions, he
directed recruitment and investment and led international trade missions.
Prior to working for the Washington Department of Trade, Mr. Roberts was with
the Oregon Technology Fund, where he was responsible for venture capital
investments. He also managed two start-up technology companies: Fiberlite
Composites and LifePort Inc., and worked with the Center for Entrepreneurial
Ventures.
Mr. Roberts was elected to the board of KMFA radio in Austin, Texas, and is
active in the technology community. He maintains his ties to the Northwest and
is a Fellow of the Washington World Affairs Council in Seattle. He has served on
the boards of several start-up technology companies and on state task forces and
gubernatorial committees. He has lectured in business at the University of
Washington, the University of Texas, and was on the faculty at Marylhurst
College in Portland, Oregon. Mr. Roberts has also proven to be a successful
entrepreneur. He is the founder of a mountain bike company in Portland, Oregon.
Born and raised in Germany, Mr. Roberts has traveled extensively throughout
Europe and Asia. He lived in the Pacific Northwest for over twenty years before
making Texas his home.
Janna King, CEcD, CEDFP
President
Economic Development
Services, Inc.
 Janna King,
president of Economic Development Services, Inc. in Minneapolis works with
communities, non-profits, and utilities on community and economic development
related issues including strategic planning; development area planning;
marketing; workforce development; business retention; and commercial/industrial
corridor revitalization issues. She has worked with clients in 10 states.
Janna has been active in economic development since 1979. Prior to starting
her own business in 1994, she served as the president/CEO of the 1,600 member
Chamber of Commerce in Midland, Texas. She served as the executive director of
the St. Cloud (MN) Downtown Development Corporation, the first president of the
St. Cloud Area Economic Development Partnership and also worked in the more
rural “lakes area” of northern Minnesota.
Janna has prepared more than 35 economic development strategic plans for
cities, counties, economic development non-profits, and chambers of commerce.
She has served as an instructor at Hamline University, University of St. Thomas,
the University of Minnesota, Oklahoma University (Economic Development
Institute) and IEDC addressing economic development strategic planning and other
development topics.
Janna has been active in the International Economic Development Council for
20 years; she served the founding president of the statewide SBA 504 company in
Texas. She served on the board for the Economic Development Association of
Minnesota and the Texas Marketing Team. Janna’s success in economic development
marketing was recognized by the Wall Street Journal. She is also the recipient
of numerous economic development marketing awards including the prestigious IEDC
“Best of Show” award.
Accommodations/Training Location
University Plaza Hotel
333 S John Q Hammons Parkway
Springfield, MO
65806
Phone: (417) 864-7333
Website: www.upspringfield.com
IEDC room rate: $94 single/double
Cut-off date: Monday, February 15, 2010
Please reference the International Economic Development Council to obtain the
discounted group rate. The group rate is available until Monday, September 28,
2009 or until the room block is full. After the cutoff date, registration rates
will be subject to availability and prevailing rates.
Registration
Registration information is forthcoming.
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By Feb 4 |
Feb 5 - March 4 |
*After March 4 |
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IEDC Member |
$425 |
$525 |
$565 |
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Non-member |
$525 |
$625 |
$665 |
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*Walk-in registrations will be accepted. Full
payment must be made on-site in order to attend the course.
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Individual paying by credit card: Click this button if you are
registering as an individual IEDC member or nonmember and paying by credit
card. |
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Group or partner paying by credit card: Click this button if you are
paying by credit card and registering a group or as a partner with a promo code.
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Individual, group, or partner paying by check or purchase order: Click
this button to download a form (PDF) if you are paying by check or purchase
order, whether you are an IEDC member, nonmember, partner, or group. Form must
be faxed or mailed in and accompanied by payment. |
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