2024 Strategic Planning Session #2 - Self-Assessment Checklist - Project Plan - Pdf

Sep 12, 2026

Staff report for the Economic Development Commission guiding the 2024 strategic planning process through a structured self-assessment and project planning approach. It summarizes background from the April and May meetings, defines intended discussion topics, and references a Strategic Planning Toolkit with attachments including a self-assessment form, recommended checklist and project plan, and toolkit component examples. The report states no financial implications, lists strategic plan objectives, and provides an implementation-focused workplan structure.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages28

Reading Time10 min

AccessFree to download

Getting Started

Self-Assessment

Directions

Component Checklist

Strategic Plan Objectives

Attachment 1: Strategic Planning Self-Assessment

Economic Development Department Staff Report File No: 0360 20 01 01 To: Lina Gasser, CAO, for the Economic Development Commission From: Meghan Bowles, Economic Development Officer Date: June 21, 2024 Re: 2024 Strategic Planning Session \#2-Self-Assessment Checklist & Project Plan Attachments: Attachment \#1-Strategic Planning Self Assessment Attachment \#2-Suggested Self-Assessment & Plan Attachment \#3-Toolkit Component Examples for Reference Recommendation: For Discussion Background: As per the report from the April 2024 Economic Development Commission Meeting, the Economic Development Commission will undergo a series of discussion sessions to provide guidance throughout the creation of a new strategic plan. Following the strategic priorities assessment at the May meeting, the second discussion topic this month will be to create a plan to execute the remainder of the strategic planning process. To accomplish this, the commission will complete the self-assessment checklist found in the Province of BC's Strategic Planning Toolkit for Local Economic Development in BC (Attachment \#1) . The commission will then create a timeline for the Economic Development Officer to execute the planning process with the commission. A recommended self-assessment checklist and project plan has been prepared by staff and can be accepted, modified, or changed entirely (Attachment \#2) . The "toolkit component" documents that are linked to the self-assessment form in attachment 1 provide examples of what each activity would look like. They are compiled and attached for reference (Attachment \#3) . Financial Implications: There are no financial implications associated with this report. Economic Development Commission Strategic Plan Objectives: • Workforce and Residents Attraction • Community Infrastructure • Skills Training • Business Retention and Expansion • Tourism Marketing Economic Development Department Staff Report Voting Structure: | ENTITLEMENT | HOW VOTE COUNTED | | --- | --- | | N/A | N/A | Prepared by: Meghan Bowles, Economic Development Officer Approved By: Marc Schibli, CFO Renee Lukasser, Director of Administration/Corporate Officer/HR Lina Gasser, CAO Status: Approved-12 Jun 2024 Approved-13 Jun 2024 Approved-13 Jun 2024 | GETTING STARTED
SELF-ASSESSMENT
Attachment \#1: Strategic Planning Self-Assessment Page 1 of 2 | | --- | | DIRECTIONS
Complete the self-assessment below to determine which components you should include in your strategic planning process. If you already have a current version of a component, you don’t need to include it in your workplan –just integrate it into your process. If you do not have one of the components, and are able to complete it, we recommend including all options. If you have limited capacity, we have starred (*) the components that should be highest priority.

Component Description
Estimated
time commitment
Already have?
Capacity/interest in completing?
Include in workplan?
Toolkit component
Basic statistics & information* Gather key community info and stats to provide context for strategizing 60 min. ⃝ Yes ⃝ No ⃝ Yes ⃝ No ⃝ Yes ⃝ No Info and asset
inventory Asset inventory List categorized assets to provide further context 60-90 min. ⃝ Yes ⃝ No ⃝ Yes ⃝ No ⃝ Yes ⃝ No Info and asset
inventory Summary of key facts (or community profile)
Develop a key facts document to summarize the most relevant information for planning purposes
List all stakeholders impacted by the process, as well as potential partners
30 min.
⃝ Yes ⃝ No
⃝ Yes ⃝ No
⃝ Yes ⃝ No
Key facts template 30-45 min. ⃝ Yes ⃝ No ⃝ Yes ⃝ No ⃝ Yes ⃝ No Stakeholder and partner identification Stakeholder list Stakeholder engagement plan Create a plan for engaging identified partners and stakeholders 30-45 min. ⃝ Yes ⃝ No ⃝ Yes ⃝ No ⃝ Yes ⃝ No
Stakeholder and partner engagement; Stakeholder pull-out
Strategic

FAQs

What is the purpose of the 2024 Strategic Planning Session #2 self-assessment checklist and project plan?

To determine which planning components should be included in the commission’s strategic planning process, then develop a timeline and workplan to execute the remaining steps.

What options does the checklist provide for each component?

For each component, the commission indicates whether it already has a version, its capacity/interest in completing, and whether to include it in the workplan, with higher-priority items marked with an asterisk.

What strategic plan objective areas are listed in the staff report?

Workforce and Residents Attraction, Community Infrastructure, Skills Training, Business Retention and Expansion, and Tourism Marketing.

Sep 12, 2026

Upload by Ethan Miller