CITY COUNCIL MEETING AGENDA PACKET

City of Pleasanton, CA Proposal to Conduct a Citywide Organizational Assessment Section B—Citygate Approach, Scope, and Timelines Page 1 SECTION B—CITYGATE APPROACH, SCOPE, AND TIMELINES This section presents Citygate’s updated project approach to conduct the Citywide Organizational Assessment of all departments followed by a single integrated Work Plan and a discussion of project add-ons including a communications plan and an assessment of the Livermore-Pleasanton Fire Department. The section concludes with an updated timeline for the expanded scope of services and an updated Project Team organization chart showing assigned consultants for each department. B.1 UNDERSTANDING OF PROJECT SCOPE OF WORK B.1.1 Project Context Citygate understands the City seeks valuable information and insights on how to best provide services to the community you serve. We understand that the City has limited financial resources and is projecting a severe and increasing structural deficit of $13 million over the next eight years. Balancing the City’s desire to maintain high service levels and to adhere to the City’s 2023–2028 Strategic Plan with the financial realities you face requires a thorough analysis of all City functions and thoughtful, creative recommendations. This analysis will seek to find long-term sustainable cost-saving measures and eliminate redundancies, waste, and inefficient or unnecessary operations. We commend the City of Pleasanton for undertaking this important project! B.1.2 Project Scope, Overview, and Objectives Citygate proposes to perform an Organizational Assessment of all City departments for the City of Pleasanton. The objective of the study is to provide valuable information for City decisionmakers on how to best provide services to the community given the City’s limited financial resources. Citygate will evaluate current conditions, analyze opportunities for organizational changes and process improvements that can further enhance service to customers and stakeholders, evaluate future service demands, and develop an Implementation Action Plan with a prioritized implementation schedule of recommendations and options for how to HIGHLIGHTS OF OUR APPROACH… u We know that no single measure (listening, documents, or data) tells the entire story u 360-degree listening is essential, and is tailored to each audience u We listen carefully, compare what is heard to data, and work closely with City team to close gaps u We provide ongoing communication, including monthly status reports u Recommendations must be regulatory compliant and feasible given your culture and fiscal constraints u We will look beyond data to learn of other operational demands that consume staff time u “Quick win” recommendations are identified early in study u When listening and data align but the results are surprising, we spend the time with you to reach understanding Page 180 of 323