1. Aligning Our Organization & Strategic Vision
City of West Palm Beach
Aligning Our Organization & Strategic Vision

2. In the beginning…
For many years, as far back as the nineties, Governmental Budget professionals talked about performance based budgeting
Because the initiative came from budget it didn’t get much traction in many organizations

4. Cuyahoga County Corruption scandal Government overturned New Executive
CountyStat to gain knowledge of the large organization
Need to restore confidence in the government

5. West Palm Beach, FL
Started a few years back with the idea of beginning with the Strategic Plan and using ClearPoint to track progress
The initial setup was not effective, too complex

6. Preparing ClearPoint
The complexity came from the unclear vision of what the software could do and what the City needed
In order to be more effective, there needs to be an idea of what your expected outcome should be, especially as it relates to reporting

7. Logical Set-Up
A committee began to retool the set-up with the thoughts of ease of operation for our departments and a logical flow for our reports
ClearPoint took our ideas and made it a reality and entered our data

8. The Flow
Now the flow is logical and easy to follow allowing for better compliance
We have since added a data loader that makes the process that much easier
We hope to automate some of the processes moving forward
ClearPoint Login
ClearPoint WPB

9. Strategic Planning -Each year the Mayor, the Commission,
and Senior Staff have a retreat to develop and revise the strategic plan
-Refine the mission, vision, and strategic priorities
- Review and identify new initiatives

10. Organizational Alignment
Vision Statement: West Palm Beach is a vibrant, resilient, inclusive, and safe world-class city
Mission Statement: The City of West Palm Beach partners with our communities to preserve and enhance quality of life through an extraordinary focus on service.

11. Diversity Integrity Respect Excellence Collaboration Transparency
Guiding Principles
Diversity
Integrity
Respect
Excellence
Collaboration
Transparency

12. Strategic Priorities Built Environment Climate & Energy
Education, Arts & Community
Economy & Jobs
Equity & Empowerment
Health & Safety
Natural Systems
*Each priority has Key Performance Measures that are tracked

13. STAR Communities
STAR certification provides a clear, data-driven approach to assessing communities’ sustainability efforts. Certification allows communities to credibly and transparently track progress toward overall sustainability objectives. For communities that pursue certification, the STAR Community Rating System encompasses economic, environmental and social performance measures for both local governments and the broader community.

14. WPB - STAR
The City of West Palm Beach is a 4-STAR certified city for its superior quality of life. West Palm Beach is the only city in Florida to earn this distinction. STAR—Sustainability Tools Assessment & Rating Communities—rated the City based on performance in seven categories: built environment; climate and energy; economy and jobs; education, arts, and community; equity and empowerment; health and safety; and natural systems.

15. Performance Measure Challenges
Started with performance measures from the budget book
Once the measures were vetted they were deemed insufficient
Budget Office began to work with departments to develop new measures
Again after some review the measures were still deemed to be insufficient

16. Performance Measure Development
- Brought in a consultant to work with the departments to help develop measures, there were improvements, but still there was some reticence
-There was a learning gap between those who had done metrics before and those who hadn’t. The recommendation was that we just get started
- Decided to do a Beta test and allow each department to meet with the Panel and iron out the measures

17. Budget Alignment
Performance Measures are aligned with the Strategic Priorities
Budget Requests are required to align with one of the Strategic Priorities
Capital Requests are required to align with the Strategic Priorities

18. Monitoring Alignment CityStat
- Each department reports out their quarterly results from their performance measures
- ClearPoint Briefing Books are used for the presentation
- All presentations are formatted exactly the same

19. CityStat Panel Mayor City Administrator Deputy City Administrator
Assistant City Administrator
Chief Financial Officer
Chief Technology Officer
Chief Human Resources Officer
City Attorney

20. Meeting Format
Three 30 minute presentations every other week allows us to get to all departments each quarter
Will eventually add cross functional presentations for projects and STAR
Emphasis on KPIs and Universal Measures
Panel queries the department
Coordinator tracks outstanding items

21. Coordinator Secretary Strategic Data Manager (Coming) Auditor (TBD)
CityStat Support
Coordinator
Secretary
Strategic Data Manager (Coming)
Auditor (TBD)

22. Benefits of CityStat
Ability to monitor progress on strategic priorities and initiatives
Administration and departments up-to-date on status of initiatives
Continuous updates of key metrics helping the Budget Department get timely data for the book
Offers departments the opportunity to have all key decision makers together to iron out challenges

23. Clearpoint Advantages
Data in one place for Administration to be able to view on their own
Consistent format for all reports for ease of understanding
Ability for performance measure data to be easily transferred to the budget book
Seamless transfer of data to the Dashboard

24. West Palm Beach Working
West Palm Beach Dashboard

25. Initiatives
-The initiatives are projects and goals that span across multiple departments
Each initiative was assigned a cross functional team to work on achieving the initiatives

26. Focus and Support
The focus on moving toward a data driven environment has produced the following
Performance Measures that are getting better for every department
The creation of a data driven environment
CityStat
Dashboard
Open Data Policy

27. Focus and Support 6. Working with What Works Cities and their partners
7. Hiring a Strategic Data Manager
8. Strong organizational alignment

28. Questions?