Financial Planning Meeting Agenda

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1 Strategic Financial Planning LGLA Elected Officials Seminar Presented by: Nancy Gomerich BBA, CA, NG Consulting nancy ngconsulting.ca 2 Agenda  Status Quo  Meeting expectations  Is the Status Quo good enough  Key Aspects of Strategic Financial Planning  Identify “Take-Away(s)” NG Consulting and R.A.. 26 Public Involvement  Considerations  Do everything can in OPEN, ADVERTISED Meetings  BUT, PI can take more time and resources, therefore must properly assess the need for PI and appropriate level of  Build on PI processes already in place Use input already gained (OCP development being most obvious)  Need to be very clear about PI goals, and how the PI will be used Build a PI plan accordingly  Be cautious of creating unrealistic (public) expectations  Need to ensure obtain representative/balanced input  Provide ample opportunities for input  BUT, Obtain statistically valid input as well (general/high level, and focused)  Consider development of a policy that establishes PI values/ principles common to all PI and guidance on how to develop an appropriate PI plan (see Public Participation Guide, Auditor General of BC) NG Consulting and R.A.. Operations nity Plan DOLLARS POLICY STRATEGY 50 Long-term Financial Planning  How Long  10 year capital operating plan, PLUS  Lifecycles for capital assets – level of detail sufficient to set current targets for reserve levels  Focus on long-term financial sustainability  Incorporates input from all key plans – OCP, Asset Management, Service Master Plans…  Consideration and analysis of various future scenarios  Strategy development to address identified risks/threats and maximize opportunities  Provides an opportunity for meaningful consideration and selection of service levels and changes thereto  Policy and Strategy are just as important than the numbers NG Consulting and R.A..