| Partnership for Regional Livability |
|---|
ACTION PLAN AS OF 4/22/99
INITIATIVE GOALS: Enable broadly representative regional leadership teams to create high-value regional projects with strong federal support. Test a new model for cooperation between bipartisan regional teams and the federal government. Document the lessons for how to collaborate effectively toward common regional goals.
| BENCHMARK 1 | BENCHMARK 2 | BENCHMARK 3 | BENCHMARK 4 |
| April 1-30, 1999 | May 1-23,1999 | May 24-June 20, 1999 | June 21, 1999 and On |
| 4/30 Outcome: Regional
Leadership Teams Produce a Work-in-Progress Draft of Project Ideas and
Scenarios for the Structure of the Partnership.The Regional Teams Also
Produce a Cover Letter Requesting to Begin The Dialog with the Federal
Agencies About the Projects. Steering Committee Responsibilities
: [ ] Guide The Partnership, Including Strategy, Fundraising, And Communications. [X] Participate In A Weekly Steering Committee Conf.Call. [ ] Participate In A Monthly Call With The Regions. [X] Select The Coordinator And Regional Coordinators. [X] Select The Secretariat. [X] Select The Media Person. [X] Select The Evaluator. [X ]Finalize The Action Plan And Roles/Responsibilities Of All. [ ] Clarify Who Is Part Of The Partnership. [ ] Raise The Money. [ ] Send Introductory Letter To Regional Point People. [X ] Identify Reviewers For Drafts And Affirm Commitment To Timely Review. [ ] Begin To Talk About Next Steps After The Four Months And What Needs To Happen To Secure The Future Of The Initiative. Federal Partner Responsibilities : [ ] Develop a Strategy for How to Position the Partnership with the Administration. [ ] Develop Potential Structures for the Partnership Agreements and An Approval Process. [ ] Get Agreement of Senior Executive Branch Officials on a Plan for Receiving and Considering Regional Partnerships. [ ] Put in Place a Federal Coordinating Team/ Mechanism for Facilitating Regional-Federal Linkages and a Point Person. [ ] Begin to Identify Potential Regional Agency Participants. [ ] Figure Out Constraints from FACA (Federal Meetings Act. Foundation Responsib.: [ ] Assemble Balance of the Budget. [ ] Share Polling Information with Other Partners. [ ] Ensure the Partnership is Linked to Other Initiatives. April 1-30, 1999 Point Persons/ Regional Leadership Teams (RLTs) Responsibilities: [ ] Build Bi-Partisan, Multi-Sectoral, Broad Leadership. [X] Convene the Leadership Team. [ ] Review Success Criteria and Revise Them to Reflect What is Doable. [X ] Produce a Quick List of Likely Issues and Current and Desired Federal Regional Contacts (To Identify Which Feds to Engage Early) and Give to Regional Coordinator. [ ] Come up with a Regional Communications Plan. [ ] Adopt and Implement Inclusiveness Goals for the RLTs. [ ] Agree on an Plan for Active Learning From the Process. [ ] Produce a Work-in-Progress Draft of Project Ideas and Partnership Scenarios. Also a Cover Letter Request to the Government to Begin a Dialog About The Projects. [X] Participate in a 4-site Conf. Call with Point People, Coordinators, Support Team, Evaluator, and Steering Committee Prior to Submission of Work-in-Progress Drafts. [ ] Maintain Close Contact withthe Regional Coordinator. Secretariat Responsibilities : [X] Set Up/Maintain Communication And Documentation Vehicles. [X] Disseminate Access Codes For Web Site. [X] Set Up/Maintain E-Mail, Phone, Fax, And Address Lists. [X] Oversee Administrative Support, Paper Flow, Scheduling, Arrangements, And Travel. [ ] Sign Contracts For All Staff And Consultants. [ ] Set Up Logistics For And Prepare And Distribute Materials For The June/Ca Meeting. [ ] Work With Arlie Schardt On Talking Points And Press Plan (Including Media Division With Smart Growth Network, Etc.). [X] Set Up Conference Calls For Coordinator. [ ] Hire Facilitators For National Meetings. [X] Participate In A Weekly And Monthly Conference Call. [ ] Get And Distribute Manual Pastor Analysis From Growing Together. Coordinator Responsibilities: [X] Create & Oversee Action Plan. [ ] Identify Issues and Strategies. [X] Prepare a One-Page Overview of the Partnership and Services to the Regions. [X] Revise and Oversee Budget. [X] Set Dates for and Facilitate Conference Calls (Weekly for Reg. Coordinators, Weekly set up by Rebecca for Steering Committee and, Support Group, and Coordinators, and Monthly for Regional Sites). [ ] Develop a Comprehensive Communication Strategy. [X] Develop a Learning Strategy. [ ] Facilitate Cross-Site Learn-ing: Find Out What Participants Most Want to Learn.[X] Structure 4-site Conf. Call with Point People, Coordinators, Support Team, Evaluator, Journalist, and Steering Committee Prior to Submission of Work-in-Progress Drafts.[ ] Engage Consultants to Help RLTs. Regional Coordinator Responsibilities : [ ] Manage Relationships with the Regions and Support the RLTs. [X] Draft Template for Work-in-Progress Draft and Invitation to Federal Agencies to Partner, and Share With Sites. [X] Learn Status of Sites. [X] Establish Relationship with Point People. [X] Get Sites to Send a Quick List of Potential Projects and Current and Desired Federal Regional Contacts to Keith Laughlin. Cc Julia. [X] Make Site Visits to Point People and Regional Leadership Teams (RLTs.) [ ] Help Sites to Revise Success Criteria. [ ] Help Design and Attend Regional Dialogs. [ ] Help Sites Refine Structure/Balance of RLTs. [ ] Help Sites Refine Initial Project Ideas. [ ] Help Sites Conduct Regional Assessments and Inventories of Assets, Capacities, and Goals, if Needed. [ ] Participate in a Weekly and Monthly Conference Call. [ ] Generate a Weekly Progress/Lessons Memo. [ ] (Sheila) Set Date for and Organize Media Meeting in Atlanta. [ ] Explore with Mark Shaefer how his GIS & Decision Support Systems Can Be Used if the Four Pilot Sites. Resource/ Support Team Responsibilities : [ ] Identify Point People and RLTs. [ ] Brief Regional Coordinators on RLT Status. [ ] Develop Federal Support. [ ] Prepare a Partnership Background Paper Outlining Goals, Scope, and Support. [ ] Prepare Assessment Tools for the Sites. [ ] Prepare a Partnership Toolkit/Best Practices Manual/Structure 4-Site Conf.Call on Toolkit. [ ] Complete Inventory of Federal Programs That Could Be Utilized by Pilot Sites. [ ] Help Construct Criteria for Rolling Out Partnership. [ ] Help with Fundraising [ ] Help Sites To Know What The Federal Opportunities Are. [ ] Participate in Two Weekly Conference Calls (Steering Comm.and Core Staff Team). Expanded Resource Team: Provide Specialized Knowledge. Facilitators: Journalist/Media: [ ] Structure Media Strategy. [ ] Frame the Story and Identify Media Opportunities. Observor/ Evaluator : [ ] Document Lessons and Process. |
5/23 Outcome: Federal
Partnership Members Review Drafts, Work Through With the Regional Teams
Ways to Refine the Plans, Respond to the Request to Begin a Dialog, and
Help Enlist Appropriate Regional Partners. Steering Committee Responsibilities: [ ] Guide The Partnership, Including Strategy, Fundraising, And Communications. [ ] Participate In A Weekly Steering Committee Conf.Call. [ ] Participate In A Monthly Call With The Regions. [ ] Build Relationships Across Partnership Membership. [ ] Facilitate Prompt Review Of Work-In-Process Drafts. [ ] Ensure The Response From The Federal Partners Is Clear And Helpful. [ ] Adopt A Draft Agenda And Structure For The June Meeting. [ ] Continue To Talk About Next Steps Beyond The Four Month Pilot -- Including Implementing Partnership Agreements And Another Round Of Regional Sites. Think About Criteria The Partnership Pilot Phase Must Meet Before Taking These Next Steps. Federal Partner Responsibilities: [ ] Facilitate Executive Branch Review of Each Region’s Draft Proposal. [ ] Respond to the Requests from the Regions to Begin a Dialog on Regional Projects. [ ] Undertake a Dialog with the RLTs about the Projects. [ ] Advise the Regions on Potential Structures of the Regional/Federal Partnership That Could Emerge in June. [ ] Enlist Regional Agency Partners including Incentives to Participate. [ ] Hold Orientation Program for Federal Agency Participants. [ ] Work Out Wider White House Involvement (Keith). Foundation Responsib.: [ ] Build Relationships With Additional Foundations. [ ] Ensure the Partnership is Linked to Other Initiatives. Point Persons/ Regional Leadership Teams (RLTs) Responsibilities: [ ] Dialogue With The Reviewers About the Drafts. [ ] Continue to Broaden Participation in the RLT and Support for the Projects. [ ] Begin the Think About What Forms of Agreement Will Work and What Kind of Negotiation Process to Adopt for the Final Drafts. [ ] Begin to Plan for and Seek Local and Regional Funding Support for Projects. [ ] Participate in a 4-site Conf. Call To Debrief After Reviews Are In of Work-in-Progress Drafts. [ ] Maintain Close Contact with the Regional Coordinator. Secretariat Responsibilities: [ ] Maintain Communication And Documentation Vehicles. [ ] Maintain Mailing Lists. [ ] Oversee Administrative Support, Paper Flow, Scheduling, Arrangements, And Travel. [ ] Set Up Conference Calls For Coordinator. [ ] Complete June Meeting Logistics Planning. [ ] Participate In A Weekly And Monthly Conference Call. [ ] Coordinate Media. Coordinator Responsibilities: [ ] Oversee Progress of Workplan. [ ] Oversee Budget. [ ] Set Dates for and Facilitate Conference Calls. [ ] Engage Consultants to Help RLTs. [ ] Facilitate Cross-Partnership Learning: Initiate Cross Regional Dialogue on Learning Agenda. [ ] Keep Track of Lessons Learned. [ ] Generate a Bi-Weekly Project Update. [ ] With Regional Coordinators, Draft Template for Final Draft and Share With Sites. [ ] Structure 4-site Conf. Call To Debrief After Reviews Are in of Work-in-Progress Drafts with Point People, Coordinators, and Support Team. [ ] Propose Agenda and Structure for June Meeting. [ ] Research Previous Federal Partnerships for What Works. Regional Coordinator Responsibilities: [ ] Manage Relationships with the Regions and Support the RLTs. [ ] Facilitate Dialogue Between Reviewers and Point Persons. [ ] With Coordinator, Prepare Template for Final Draft and Share With Sites. [ ] Identify Info Gaps/Capacity Needs of RLTs. [ ] Determine How to Respond to Needs With Coordinator and Support Team. [ ] Help Manage Consultants. [ ] Generate a Weekly Progress/ Lessons Memo. [ ] Participate in a Weekly and Monthly Conference Call. Resource Team Responsibilities: [ ] Help Fill RLT Requests for Support. [ ] Advise RLTs as asked. [ ] Maintain Inventory of Research. [ ] Develop Federal Support and Facilitate Connection to Federal Agencies. [ ] Undertake On-going Communication with the Funders Network, National Smart Growth Coalition, Smart Growth Network, and SprawlWatch. [ ] Track Other Regions for A Next Round of Partnerships. [ ] Convene a Group To Learn About How Bond Markets Can Be Used to Support the Projects/Smart Growth. [ ] Participate in Two Weekly Conference Calls (Steering Comm. and Core Staff Team). Expanded Resource Team: Provide Specialized Knowledge. Facilitators: Journalist/Media: [ ] Identify Media Opportunities. [ ] Provide Media Advice to RLTs. Observor/ Evaluator: [ ] Document Lessons and Process. |
6/20 Outcome: Regional
Leadership Teams, Including Federal Partners, Produce a Final Draft of
Project Ideas, List of Partners and Roles, and A Rough Proposed
Structure for the Partnership. Packets for 6/28 California Meeting Are
Sent Overnight on 6/21. Steering Committee Responsibilities: [ ] Guide The Partnership, Including Strategy, Fundraising, And Communications. [ ] Participate In A Weekly Steering Committee Conf.Call. [ ] Participate In A Monthly Call With The Regions. [ ] Finalize Agenda And Structure For The June Meeting. [ ] Agree On Criteria For Moving Beyond The Four Month Pilot And Next Steps Beyond The Four Month Pilot. Federal Partner Responsibilities: [ ] Advise the RLTs on the development of their plans. [ ] Advise The RLTs On Whether And How To Work With Headquarters And/Or Regional Staff Depending On The Project. [ ] Support Involvement Of Federal Representatives In The Development Of The Plans. Foundation Responsibilities: [ ] Explore What Additional Support Could Be Available if the Pilot Succeeds. [ ] Ensure the Partnership is Linked to Other Initiatives. Point Persons/ Regional Leadership Teams (RLTs) Responsibilities: [ ] Produce a Final Draft of Project Ideas and a Partnership Plan. [ ] Fully Test the Final Draft at the Regional Level. [ ] Participate in a 4-site Conference Call to Debrief After Final Drafts of Projects Are In. [ ] Maintain Close Contact with the Regional Coordinator. Secretariat Responsibilities: [ ] Maintain Communication And Documentation Vehicles. [ ] Maintain Mailing Lists. [ ] Oversee Administrative Support, Paper Flow, Scheduling, Arrangements, And Travel. [ ] Set Up Conference Calls For Coordinator. [ ] Participate In A Weekly And Monthly Conference Call. [ ] Coordinate Media. [ ] Prepare and Distribute Materials for the June Meeting. Coordinator Responsibilities: [ ] Oversee Progress of Workplan. [ ] Oversee Budget. [ ] Set Dates for and Facilitate Conference Calls. [ ] Engage Consultants to Help RLTs. [ ] Facilitate Cross-Site Learning: Collect Lessons Learned So Far/ Questions Answered/New Questions Asked. [ ] Structure 4-site Conf. Call To Debrief After Final Drafts of Project Ideas Are In with Point People, Coordinators, and Support Team. Regional Coordinator Responsibilities: [ ] Manage Relationships with the Regions and Support the RLTs. [ ] Help the RLTs to Produce a Final Draft of Project Ideas and Partnership Definition . [ ] Generate a Weekly Progress/Lessons Memo. [ ] Participate in a Weekly and Monthly Conference Call. Resource Team Responsibilities: [ ] Help Fill RLT Requests for Support. [ ] Advise RLTs as asked. [ ] Develop Federal Support and Facilitate Connection to Federal Agencies. [ ] Help with Fundraising [ ] Participate in Two Weekly Conference Calls (Steering Comm. and Core Staff Team). Expanded Resource Team:Provide Specialized Knowledge. Facilitators: Journalist/Media: [ ] Identify Media Opportunities. [ ] Provide Media Advice to RLTs. Observor/ Evaluator: [ ] Document Lessons and Process. |
6/28 and 29 Outcome: The
Entire Partnership Meets in California to Discuss The Proposed
Regional/Federal Partnerships, Commit To Next Steps for Finalizing
Agreements to Implement Some Projects by September, and Explore Lessons
From the Process.June to September Outcome: The Partners Hammer Out The
Details Of The Projects, Sign Agreements For Moving Forward, And Agree
On Whether And How To Extend The Partnership Beyond The Pilot. Steering Committee Responsibilities: [ ] Guide The Partnership, Including Strategy, Fundraising, And Communications. [ ] Participate In A Weekly Steering Committee Conf.Call. [ ] Participate In A Monthly Call With The Regions. [ ] Participate in June 28/29 Meeting in California. [ ] Help In Obtaining Proposed Commitments From All Of The Partners. [ ] Agree On Whether to Move Beyond The Four Month Pilot And Next Steps Beyond The Four Month Pilot. Federal Partner Responsibilities: [ ] Commit To Hammering Out Specific Agreements For Selected Projects With The Regional Leadership Teams. [ ] Participate in June 28/29 Meeting in California. [ ] After the June Meeting, Hammer Out Projects And Agreements With Regional Leadership Teams and Draft Agreements For Moving Forward by September. Foundation Responsibilities: [ ] Propose What Additional Support Is Likely To Be Available if the Pilot Succeeds. [ ] Ensure the Partnership is Linked to Other Initiatives. Point Persons/ Regional Leadership Teams (RLTs) Responsibilities: [ ] Participate in CA Meeting and Represent the RLT. [ ] Participate in a 4-site Conference Call to Debrief After The June Meeting. [ ] Maintain Close Contact with the Regional Coordinator. [ ] Between June and September, Hammer Out Specific Agreements for Implementing Selected Regional Projects with Federal and Other Partners. Secretariat Responsibilities: [ ] Maintain Communication And Documentation Vehicles. [ ] Maintain Mailing Lists [ ] Oversee Administrative Support, Paper Flow, Scheduling, Arrangements, And Travel. [ ] Set Up Conference Calls For Coordinator. [ ] Participate In A Weekly And Monthly Conference Call. [ ] Coordinate Media. [ ] Participate in June 28/29 Meeting in California. Coordinator Responsibilities: [ ] Oversee Progress of Workplan. [ ] Oversee Budget. [ ] Set Dates for and Facilitate Conference Calls. [ ] Engage Consultants to Help RLTs. [ ] Facilitate Cross-Site Learning: Collect Lessons Learned/ Questions Answered/New Questions Asked. [ ] Participate in June 28/29 Meeting in California. [ ] Structure 4-site Conf. Call To Debrief To Debrief After June Meeting. Regional Coordinator Responsibilities: [ ] Manage Relationships with the Regions and Support the RLTs. [ ] Generate a Weekly Progress/ Lessons Memo. [ ] Participate in a Weekly and Bi-Monthly Conference Call. [ ] Participate in June 28/29 Meeting in California. Resource Team Responsibilities: [ ] Help Fill RLT Requests for Support. [ ] Advise RLTs as asked. [ ] Develop Federal Support and Facilitate Connection to Federal Agencies. [ ] Help with Fundraising. [ ] Participate in Two Conference Calls (Steering Comm. and Core Staff Team). [ ] Participate in June 28/29 Meeting in California. Expanded Resource Team:Provide Specialized Knowledge. Facilitators: [ ] Facilitate June Meeting. Journalist/Media: [ ] Identify Media Opportunities. [ ] Provide Media Advice to RLTs. Observor/ Evaluator: [ ] Document Lessons and Process. [ ] Analyze value-added residuals at end and elements worth advancing. [ ] Participate in June 28/29 Meeting in California. |
Last updated March 24, 1999.