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CC 11-14-23 Workshop Summary_Written CommunicationsCity of Cuper�no City Council Workshop: Key Strategies for High Func�oning City Councils November 14, 2023 Workshop Summary Submited by Kevin Duggan, Workshop Facilitator The City of Cuper�no City Council and city council appointees par�cipated in a workshop held on November 14, 2023 to review the strategies consistent with high func�oning city councils. Workshop Goals: • Review & Discuss Concepts Regarding Effec�ve Council/Council and Council/Manager/Staff Working Rela�onships. • Consider How These Concepts Apply to Cuper�no • Iden�fy Possible Areas of Growth & Improvement to Beter Achieve the Ideal Summary of Workshop Content: At the workshop we reviewed key ideas related to: • The importance of effec�ve teams regularly seeking ways to improve their working rela�onships. • The need for effec�ve council/council and council/manager/staff working rela�onships in order to achieve an effec�ve organiza�on/city that serves the community at a high level. • The challenges associated with serving on a city council and having to arbitrate varied perspec�ves/opinions regarding what is best for a community. • The legi�macy of council members bringing different backgrounds, views, perspec�ves, work styles and personali�es to their roles and the importance of not allowing these differences to nega�vely impact team working rela�onships. • Acknowledging that while conflict can o�en be counterproduc�ve, conflict in the form of differing views and perspec�ves (if manifested with care) can be of great value to organiza�ons—par�cularly public organiza�ons. • One of the fundamental characteris�cs of effec�ve governing boards is the ability to share varied opinions in a construc�ve manner. • The importance of understanding and apprecia�ng the legi�mate different perspec�ves that the manager and staff can bring to an issue (technical/professional) versus what elected officials primarily bring to an issue (community). • The importance of understanding that a city council succeeds or fails as a group and the “success” of individuals cannot make up for the failure of the group. • The importance of demonstra�ng effec�ve communica�on and interpersonal skills. • The importance of understanding and respec�ng the role differences between the city manager and City Council under the Council/Manager Form of Government. Adjec�ves Than Describe an Effec�ve City Council/Council Member: At the workshop, members City Council iden�fied the following characteris�cs of an effec�ve city council/council members: • Concerned • Respec�ul • Stays Focused on the Issue Under Review • Knowledgeable • Follows Established Processes • Uses Time Effec�vely • Respects Public Input • Clear Understanding & Respect for Council/Council Member Role • Inquisi�ve Mutual Expecta�ons: What Council Members Need From Each Other (Council Input): • Ask Relevant Ques�ons • Explain Posi�ons Clearly • Effec�ve Steward of Public Resources • Respect for Professionals/Professional Advice • No Favori�sm/Fairness • Transparency • Understanding of Responsibili�es and Obliga�ons • Being Honest, Forthright and Consistent • Effec�ve Communicator to the Community • Assume Posi�ve Intent • Do Your Homework • Ask Ques�ons in Advance • Respect Different Opinions • Accept & Appreciate That There Will be Differing Opinions • Focus on the “Big Picture” • Being Willing to Look to the Future (Move On) A�er a Decision is Made • Respect the Time of Fellow Council Members, the Public and the Staff • Respect Role Boundaries • Respect the Need for Differing Amounts of Informa�on Among Council Members • Consider the Timing/Impact of Informa�on Requests • Promote Balanced Agendas (Quan�ty & Timing) • Respect Established Protocols • Exercise Pa�ence • Use the Consent Agenda Appropriately • Contribute to Good Conversa�ons on Process What Council Members Need From the City Manager/Staff (Council Input): • Adequate/Quality Informa�on • No Surprises • Follow Established Procedures/Protocols • No Favori�sm (Towards Cons�tuents) • Adequate Time to Prepare for Important and/or Challenging Decisions What the City Manager/Staff Need From the City Council (Council Input): • Respect • No Surprises • Willingness to Follow Established Processes • Provide Clear Priori�es • Come to Mee�ngs Prepared • Give Reasonable Weight to Staff Recommenda�ons What the City Council Needs From the City Manager/Staff (Staff Input): • Speak With a Unified Voice • Provide Complete, Yet Succinct Staff Reports • Availability to Respond to Council Ques�ons in Advance of Mee�ngs • Faithfully Implement Council Policy Direc�on • Keep Informed on Best Prac�ces and Contemporary Issues • Work to Establish Mutual Trust • Do Excellent Staff Work • Treat all Council Members Fairly and Equally • Assist the Council in Establishing Priori�es • Help the Council Resolve Issues • Engage Effec�vely With the Public—Good Community Outreach • Quality Research/Data Collec�on • Provide Clear Legal Advice That Highlights Risks & Provides Op�ons • Provide Timely Updates/Keep the Council Informed • Offer Best Professional Advice • Collaborate/Coordinate Between Departments and With Other Agencies • Maintain Transparency and Accountability Regarding City Records • Respect the Role of Elected Officials • Demonstrate Professionalism & Integrity • Provide Timely & Complete Informa�on • Prepare the Council for “Hot Topics” • Deliver on Commitments • Work to Form an Effec�ve & Unified Team with the Council • Provide the Best Possible Advice/Recommenda�ons in an Unbiased & Balanced Fashion • NO SURPRISES What the City Manager/Staff Need From the City Council (Staff Input): • Respect for Exis�ng Policies, Protocols & Statutes • Collabora�on • Respect for Professional Advice • Apprecia�on of Workload & Resource Limita�ons • Express Concerns About Staff in Appropriate Ways • Work as a Team, Not Individuals • Do Your Homework: Take Advantage of Staff Reports & Analysis • Act in a Unified Manner Once a Decision is Made • Keep in Perspec�ve the Views of the “Loudest Voices” • Provide Policy Direc�on/Allow Staff to Implement • Be Available to be Briefed on Important Issues • Stay Focused on Big Issues/Avoid Ge�ng Bogged Down in Minu�a • Respect the City Council/City Manager Form of Government: Work Through the City Manager • Help the Public Understand the Complexity of Issues • Provide Clear Direc�on to Staff • Be Open to Professional Advice (Including Legal Advice) • Provide Agenda Ques�ons in Advance of Mee�ngs • Recognize That the City Manager and Staff Need to Serve the Council as a Whole • TRUST: Assume Good Intent Unless Demonstrated Otherwise • Conduct Efficient Mee�ngs • Strive for Clear Communica�on • Consider Exis�ng Goals When Contempla�ng New Assignments • Demonstrate Transparency and Accountability • Demonstrate Ethical Conduct • Consider What is Best for the En�re Community When Making Decisions • Set Vision/Adopt Policy and Then Let Staff Implement • Demonstrate Construc�ve Accountability • No Surprises • Establish Mutual Trust and Support With Staff • Adopt a Unified Front Once Debate is Over and a Decision Has Been Made Atachment “A” contains the facilitators suggested responses to these ques�ons. Specific Topics Poten�ally Worthy of Addi�onal Council Review: • How to Provide the Council More Time to “Process” Significant and/or Controversial Upcoming Agenda Topics (Such As: Study Sessions; Sub-Commitee Review); • How to Establish Reasonable Standards for Requests of Staff for Informa�on/Research • How to Separate “Elec�on Mode” from “Governance Mode” • How to Make City Council Mee�ngs More Efficient/Appropriate Use of the Consent Agenda • How to Enhance Trust Between Council Members and With Staff Poten�al Next Steps Regarding the General Topic of Council/Staff Working Rela�onships: • Consider Scheduling a Follow-Up Discussion to Review One or More of the Following Topics:  Schedule a Follow-Up Discussion of the Topics Above (or Others) That Require Improvement  Review the List of Mutual Expecta�ons (above lists) and How Both Council and Staff Can Beter Meet These Expecta�ons (Or Discuss Why That Is Not Appropriate in All Cases);  A Review of the Ins�tute for Local Government “Six Atributes of Excep�onal City Councils” and a Discussion of Their Applicability to Cuper�no. Conclusion: I hope the workshop and this follow-up report prove of assistance as your City Council and staff con�nue the important work of maximizing effec�ve performance. If you have any ques�ons resul�ng from this report, just let me know. It was my pleasure to work with all of you on this workshop and to gain a beter understanding of Cuper�no. You are all to be commended for your commitment to effec�ve public service. Thank you for the opportunity. Kevin C. Duggan Trainer/Facilitator