Strategic Planning Webinar Series

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Series Description

This three-part webinar series dives into all you need to know about the value of a strategic plan, how to create a plan suited to your organization, and how to implement that plan. You’ll learn how to engage policymakers and staff, set realistic timetables and budgets, select the right process for your utility, and when and how to hire consultants. You also will take a deep dive into managing financial operations as part of long-term performance planning.

Held in cooperation with Hometown Connections.

The three-part series, recorded in 2018 includes the following webinars: 

  • Prepare for Change: Blueprinting Your Strategic Plan
  • Finances and Performance: Building Your Strategic Plan
  • Down to Brass Tacks: Implementing Your Strategic Plan

Recommended for

  • CEOs, general managers, senior executives, board/council members, and others involved in strategic planning
  • The series reviews strategic planning options for public power utilities of different sizes and with a variety of governing structures. The webinars also review strategic planning for state associations and joint action agencies.

Speakers

  • Patricia Cruz, Vice President of Consulting & Training, Hometown Connections, Austin, Texas
  • Phyllis Currie, Executive Consultant, Hometown Connections, Pasadena, California
  • Steve VanderMeer, Senior Vice President of Planning & Marketing, Hometown Connections, Fort Collins, Colorado

Purchase the full 3-part series (half original price): $125 for members; $275 for nonmembers

Contact Us

Have questions? Contact 202/467-2997 or [email protected]

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Webinar #1: Prepare for Change: Blueprinting Your Strategic Plan

Recording length: 1 hour, 24 minutes

This is not your grandfather’s electric industry—it is evolving every day. If you want to take a hard look at how you should evolve with the times and take control of your future, this webinar is for you. 

Understand how you and your customers will be impacted by new technologies, new power sources, new competitors, and changing customer expectations, as experts give you an environmental scan. 

Walk through what a strategic planning process for public power can look like. Understand how to identify operational strengths and weaknesses, build consensus, and create alignment around key utility and community priorities. Leave the webinar knowing how to create a realistic blueprint to adapt to market and policy changes as well as new customer needs and preferences.

Topics 

  • Is your organization prepared for industry changes?
  • Is your organization ready to start strategic planning?
  • How do you facilitate strategic plan development and buy-in from staff and governing officials?
  • How do you communicate the goals of the plan to your organization and community?

Speaker

  • Steve VanderMeer, Senior Vice President of Planning & Marketing, Hometown Connections, Fort Collins, Colorado

Webinar #2: Finances and Performance: Building Your Strategic Plan

Recording length: 1 hour, 10 minutes

You can’t just leave financial planning and oversight to your CFO, if you have one. Your organization’s leadership and governance team should be equally vested in monitoring financial health. 

Understand financial management issues, roles, and strategies from the perspective of utility senior leaders and board/council members. Get the big picture on all aspects of performance planning. Review how decisions about budgets, rates, power supply, services, and system maintenance impact your strategic plan and performance.

Topics 

  • Financial basics: statements, revenues, expenses, cash and reserves, projections and forecasts, infrastructure investments, benchmarks
  • Rate planning and design
  • Risk management
  • Performance management
  • Working with your board

Speaker

  • Phyllis Currie, Executive Consultant, Hometown Connections, Pasadena, California 

Webinar #3: Down to Brass Tacks: Implementing Your Strategic Plan

Recording length: 1 hour, 17 minutes

Many strategic plans are crafted with great effort, only to gather dust on the shelf while organizations go about business as usual. Finalizing your strategic plan should be the beginning, not the end, of your journey. Once you adopt a strategic plan, the next critical step is to design a realistic tactical plan to implement it. 

Focused on where the rubber meets the road, this webinar gets into the details of staying the course. Learn how you can keep all stakeholders aware of the plan’s progress, avoid common pitfalls in implementation, and engage productively with outside consultants or facilitators if needed.

Topics  

  • Identifying strategic planning milestones
  • Determining schedules
  • Setting and managing budgets
  • Assigning deliverables to departments and employees
  • Tracking results: plan deployment and effectiveness  

Speaker

  • Patricia Cruz, Vice President of Consulting & Training, Hometown Connections, Austin, Texas

Purchase the full 3-part series (half original price): $125 for members; $275 for nonmembers

Contact Us

Have questions? Contact 202/467-2997 or [email protected]