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Santa Ana Zoo Management Assessment & Options Proposal September 26, 2011 <br />Schultz & Williams Page 4 <br />PROJECT TIMELINE <br />November 2011— Assessment <br />■ Data collection & development of profile <br />■ Review baseline financial info: history and Friends of the Zoo projections <br />■ Conduct leadership interviews with City and Friends <br />■ Meeting #1— target November 2"d — November 4th <br />✓ Tour of the Zoo <br />✓ Review organizational and governance trends <br />✓ Discuss and review financial impacts <br />✓ Conduct interviews with City and Friends of the Zoo <br />December 2011— Develop management models for the Santa Ana Zoo <br />■ Provide Step 1 Summary findings report <br />■ Develop roles of City, partners & potential funding impact <br />■ Identify community impacts for each model <br />January 2012 — Preliminary impacts for each potential management model <br />■ Meeting #2 : date -to -be -determined —target third week in January '12 <br />■ Review strategic assumptions <br />■ Review/discuss financial projections <br />■ Draft summary matrix of management options reviewed and discussed with Zoo leadership <br />February 2012 — Recommendations and Final Report <br />■ Meeting #3: date -to -be -determined — target third or fourth week of February '12 <br />■ Review draft of final report; present final report <br />Deliverables <br />Upon completion of the management assessment and options study, S&W will produce the following <br />deliverables: <br />■ Final Report including <br />✓ Summary Findings/Assessment Report (Interim draft) <br />✓ Summary Matrix of Management Options and Criteria (Interim draft) <br />✓ Recommendation on Preferred Management Option <br />✓ Funding Recommendation supporting the Preferred Option <br />