SCHULTZ AND WILLIAMS, INC. - 2011

Home Browse Search

Santa Ana Zoo Management Assessment & Options Proposal September 26, 2011 Schultz & Williams Page 3 Identifying & Framing the Strategic Opportunities and Options Step 1: Meet with Friends of the Santa Ana Zoo and Zoo Director to better understand the current baseline organizational model: ■ Discuss organizational trends and governance structures in Zoos ■ Identify benchmark case study models and comparisons/outcomes ■ Summarize roles and responsibilities and report relationships ■ Develop/review financial profile of current baseline ✓ City expenses and services ✓ Friends costs and services ✓ Revenue Model ✓ Note: Review FOSAZ's projections of future operating revenue/expense models ■ Identify impacts of current "status quo" of the Zoo ■ Identify opportunities and/or options to strengthen or improve existing structure ■ Prepare summary "findings" report Step 2: Leadership Discussions: ■ Schedule one-on-one interviews with the Interim City Manager and Executive Director of Parks, Recreation and Community Services to discuss opportunities and challenges with current and future management models ■ Schedule a meeting the Friends of the Santa Ana Zoo leadership to review governance trends within the zoo industry and opportunities and challenges with existing and future management models Step 3: Identify future management models for the Santa Ana Zoo. For each potential management model, identify: ■ Role of City: ownership of land and facility assets; funding commitment; indirect services; oversight ■ Role of FOSAZ/Partner: management and operations; governance; funding ■ Community Impact: public -relations; investment; usage or re -use options ■ Financial Impacts: short/long-term impacts Step 4: For each potential management model, identify criteria: ■ Underlying strategic and organizational assumptions • Strengths, challenges and opportunities ■ Financial pro forma projections ■ Financial impact on the City: dollars, control, services ■ Timeline for implementation ■ Prepare summary matrix of potential management options Step 5: Recommendation on preferred management option: ■ Based on discussions, review of all available information and our professional experience, make formal recommendation on preferred management option including identifying next steps and timeline for moving forward. If needed, a weighted -rating scale could be developed to support our recommendation. ■ Prepare a final report document that summarizes Steps 1-4 as outlined above. We could assess the City and its partners in the implementation of the identified recommendations.