HomeMy WebLinkAboutC34730 - Team Building and Goal-Setting WorkshopContract No. C34730
CITY OF PALM DESERT
CITY MANAGER'S OFFICE
STAFF REPORT
REQUEST: COUNCIL TEAM BUILDING AND GOAL SETTING WORKSHOP
SUBMITTED BY: John M. Wohlmuth, City Manager
DATE:
Recommendation
Background
August 27, 2015
1. Approve a contract with Dr. Bill Mathis of the Mathis Group in the
amount of $6000. for a Council Goal Setting and Team Building
exercise/retreat to be scheduled; and
2. Appropriate $6,000. from the unobligated budget reserve to the
City Council Local Meeting Account.
The City Staff has done an excellent job preparing candidates for their run for a council
seat. Unfortunately, we have not done an admirable job orienting newly elected council
members to the City processes, roles, and responsibilities once the council member is
elected. It is important to orient the new council members, as well as those of the City
Manager and department heads. As well as potentially holding a Council Team Building
and Goal Setting Workshop, staff has developed an orientation checklist for newly
elected future council members.
Dr. Bill Mathis is a well respected facilitator
government and team building. Dr. Mathis has
city councils, including in the Coachella Valley.
who is very knowledgeable with local
worked with many California cities and
I have discussed the concept of a Council Team Building and Goal Setting Workshop
with Dr. Mathis. Dr. Mathis suggested the workshop be conducted in one day, perhaps
a long eight -hour day. Because the current City Council is comprised of two council
members with full-time private employment, the workshop could be held on a Saturday.
Dr. Mathis also suggested that the Council members may speak more frankly if staff
attending the workshop is kept to a minimum. I suggested staff attending the Council
workshop is limited to the City Manager, City Attorney, Assistant City Manager and City
Clerk.
Contract No. C34730
Staff Report
Council Team Building and Goal Setting
Page 2
August 27, 2015
I also asked Dr. Mathis if he could meet with the Directors independently for the same
contract price. Dr. Mathis agreed and suggested that he meet with the Directors
independently without the City Manager present for approximately one hour, perhaps on
the day before the Council workshop.
Once Council considers the Team Building and Goal Setting Workshop, if approved,
Staff will immediately work with Dr. Mathis on scheduling the workshop. This workshop
will likely be held in the latter part of September, depending on Council members'
calendars.
Submitted By/Approval: Reviewed:
M. Wohlmuth, City Manager Paul Gibson, Director of Finance
Reviewed:
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Rudy costa, Assistant City Manager
Contract No. C34730
City of Palm Desert — Proposal for Council Team Building & Goal Setting
ti
Mathis Consulting Croup
A Mathis Company
July 26, 2015
TO: John Wohlmuth, City Manager
City of Palm Desert
FROM: Dr. Bill Mathis
Management Psychologist
RE: Proposal - Council Team Building and Goal Setting
We are pleased to provide our proposal for Council Goal Setting and Team Building for
the City of Palm Desert. In our 38 years of consulting, we have provided goal setting
workshops to City Councils throughout California. Our scope of work ranges from very
productive cities to those in financial distress.
In the desert, we have worked with numerous cities over the years: Indian Wells, Indio,
Coachella, Desert Hot Springs, and Palm Springs. Recently, we have enjoyed cities of
Glendale, Monrovia, Upland, Rancho Cucamonga, Tustin and Santa Rosa.
Recommended Structure
In the morning session of the workshop, covering the fundamentals of roles and
responsibilities of Council members and role of Mayor will facilitate new members for
their guidance - and renewed thinking for senior members. In this session we can
review reasons for service to the community and challenges working with community
needs and staff input (including staff capacity to complete assignments).
Afternoon will bring goal setting and needs that set priorities for staff. Discussions of
resources required will be part of the discussion.
www.MathisGroup.net 1
City of Palm Desert— Proposal for Council Team Building & Goal Setting Contract No. C34730
Final goal setting is usually continued within five initiatives which include:
• Public Safety
• Financial Stability & Economic Development
• Infrastructure
• Leisure Services/Parks & Recreation/Human Services
• Capacity of Staff Issues
This structure maximizes time together and minimizes details with preparation by Staff
and Consultant.
Activities
a) Meet with Council members prior to Agenda preparation to add their topics to
the outline;
b) Meeting with City Manager to consolidate and put Agenda together;
c) Consultant and City Manager agree on time and location of workshop, finalize
Agenda and distribute to Council members;
d) We can agree on a Saturday (August 15) or other dates that accommodate
Council's schedule;
Cost: $6,00o for preparation and Workshop; travel at per diem $.56/mile
Option: Janice Mathis scribes and provides notes for agreements coming out of
workshop ($950)
Dv. -F L Mkk,"S
John Wohlmuth, City Manager Dr. Bill Mathis
City of Palm Desert
Attachments: Bio
www.MathisGroup.net 2