Strategic Planning

Strategic planning is a powerful tool we can use to engage and align all stakeholders, to focus our resources, and to guide our decision-making for the next three to five years. As Lakeside approaches its 150th anniversary, it seems an auspicious time to look deeply and honestly into the current state and to explore opportunities to strengthen, grow and preserve all that is so wonderful about this special place.

In the past, strategic plan efforts have typically been staff or board led and while both groups are important participants in the planning process, our preference is to start from the bottom up by seeking input from our Lakeside community.

The Process

Below is a diagram that the Strategic Planning Committee created to explain the entire process as it relates to the existing Master Plan and the creation of an Operational Plan.

Lakeside's Master Plan process produced a high-level plan focused primarily on critical infrastructure. Infrastructure is primarily buildings, streets and sewers, and traffic flow. This Master Plan, while complete as a preferred vision for Lakeside’s infrastructure, is not a Strategic Plan. The Master Plan helps Lakeside see the long-range vision and possibilities that could be accomplished, over the span of 5-25 years, with respect to key infrastructure.

To that end, the Lakeside Association Board and Chautauqua Foundation Board have set in motion a strategic plan process that focuses community, boards, and staff on 12 key areas of Lakeside’s purpose and operations. These areas were identified by the Board and will be further refined by input obtained from the community survey. Each area of focus will have a Working Group. Each Working Group has a leader from the community, 8-10 members, mostly from the community also, and a charter to help guide each group through the process. The Working Groups will meet during January-March 2021 (see listing below).

The data gained from our survey will be provided to each Working Group in January and will form the basis of their discussion and examination of each area of focus, together with other pre-existing work done by the board committees, staff, and the Master Plan. The recommendations and observations of each group will be reviewed and approved by the Board in April-May of 2021 and crafted into Lakeside’s Strategic Plan. The plan, once approved, will then be turned over to the Senior Management team to begin the process of writing an Operational Plan. The Operational Plan is typically a one-year plan with very specific and measurable goals needed to achieve progress toward implementing the Strategic Plan’s long-term initiatives.

Have questions or feedback? Contact us at Lakesideplan@lakesideohio.com.

View Master Plan Executive Summary

Strategic Plan January Update

Dear Lakesiders,

We are writing to provide you, the Lakeside community, with an update on the progress made over the last four weeks toward our strategic planning initiative.

The boards, staff and Strategic Planning Committee want to thank all who responded to our invitation for community input. Thank you to the nearly 800 Lakesiders who completed the strategic planning survey, focused on the 12 key areas of Lakeside’s purpose and operations. Long-time Lakesider Cindy Grimm and our Marketing team are currently working on summarizing and organizing the raw input in a form that can be used by the 12 Working Groups to focus their discussions.

The survey results presented a wide spectrum of views and suggestions and many, many nuggets of knowledge that will be the foundation of our bottom-up, community driven, planning process. The kick-off and information session for working group leaders is planned for the last week of January.

Each Working Group now has a confirmed discussion leader, consisting primarily of respected non-board and non-staff members of the community. Each group of 8-10 members will begin meeting by the first of February, with work to be completed by the beginning of April. Recruiting of working group members has begun, and each group will be mainly comprised of community members: residents, visitors and business owners. We hope to have at least 100 people from the community involved in these initial discussions. They have stepped forward from Daniel Roger’s summer listening tour, the recent survey and suggestions from the strategic planning committee and working group leaders.

The data gained from our survey will be provided to each Working Group in January and will form the basis of their discussion and examination of each area of focus, together with other pre-existing work done by the board committees, staff and the Master Plan. The recommendations and observations of each group will be reviewed and approved by the Board in April-May of 2021 and crafted into Lakeside’s Strategic Plan. The Strategic Plan, once approved, will be presented to the community in the spring of 2021 and given to Daniel Rogers and the Management team to begin the process of writing the first-year Operational Plan. The Operational Plan is typically a one-year plan with very specific and measurable actions and goals needed to achieve progress toward implementing the Strategic Plan’s long-term initiatives.

Throughout this process, look for regular monthly updates. We want all Lakesiders to have input into this process and follow along our progress.

Thank you for taking the survey and, more importantly, allowing us to respond in real time to what we’re learning from you.

Till we meet again in Lakeside,

Daniel Rogers


Strategic Plan February Update

Dear Community Friends,

On behalf of the Strategic Planning Committee (SPC) and members of the Lakeside Chautauqua Foundation and Association Boards of Directors, I want to give you an update on the progress of the Strategic Plan launch and process.

Once again, many thanks to Kit Murphy, Hannah Brainard, Jane Anderson, Cindy Mahl, Yvette VanRiper, Tom Jones and Kurt Geisheimer for the formation of the SPC. Their diligence and hard work have been exemplary, and the proof of work is evident.

Here are a few highlights to date:

  • Twelve (12) strategic initiatives were established to frame the Strategic Plan process.
  • A brief description, starter questions and the survey data were developed.
  • The SPC identified 12 Work Group leaders to serve as facilitators of each Work Group.
  • The Work Group leaders and the SPC worked together to form Work Groups of 8-10 members each.
  • The survey request for information from our Lakeside community resulted in a phenomenal response and participation – nearly 800 respondents and over 9,000 comments.
  • Cindy Grimm, Lakesider and retired market researcher, applied her craft and assisted us in sorting the data. It has been made available to the Working Groups with the assistance of the Lakeside Marketing and Communications team led by our VP of Marketing, Holly Gartner.

Six (6) overarching community themes were identified from the survey:

  • Affordability
  • Preservation of Lakeside’s unique culture
  • Housing stock and parking/transportation issues should be addressed before increasing customer base
  • Upgrade/repair existing facilities and grounds before adding new
  • Cleanliness and maintenance of grounds and properties
  • Increased engagement with surrounding community
  • The official launch meeting and orientation was held on Saturday, January 23.
  • All Working Groups began meeting last week.
  • Working Groups will complete and submit their recommendations by March 31.

Thanks so much to the community and all who have participated in making this process vulnerable and transparent. We all are excited for the work that lies ahead as we frame, approve and execute a dynamic plan to govern and measure our greatest ideals for years to come.

If you have questions please email lakesideplan@lakesideohio.com.

Daniel Rogers


Strategic Planning Process

Strategic Plan March Update

Dear Community Members,

On behalf of the Strategic Planning Committee (SPC) and members of the Lakeside Chautauqua Foundation and Association Boards of Directors, following is an update on the progress of the Strategic Plan process.

First and foremost, we want to thank our work group leaders and group members for their dedication and hard work. They have been meeting diligently, and the thoughtful and wide-ranging thinking that has been applied to each area of focus is truly impressive. The SPC committee met last week to review progress and each working group’s interim report. Our conclusions were:

  1. The process has worked well and interim results from each group are outstanding.
  2. The liaisons from our committee have performed their role effectively.
  3. The staff has worked effectively with each group as they have been called upon to provide information and insight.
  4. Many groups have made headway toward prioritizing their recommendations.
  5. The community survey input has been woven into the recommendations.

Over the next few weeks, each working group will formulate their final recommendations and provide a report along with a short summary video to the SPC. The reports will guide the committee in developing a draft Strategic Plan to share with the board along with the summary videos to serve as introductions to each group’s recommendations.

Once again, thank you to the Lakeside community for your participation in the survey and support of the Strategic Plan process.

Sincerely,

President & CEO Daniel Rogers and Kurt Geisheimer, Board Chair


Strategic Plan April Update

Dear Lakeside Community,

We owe a debt of gratitude to the leaders of our 12 Strategic Plan work groups and over 125 volunteers who have dedicated their time and talents to this process. Following is an update on the work completed by these groups and next steps.

Each group has submitted final recommendations, along with a brief video summarizing their work. The Strategic Planning Committee is reviewing all the input to begin developing an integrated Strategic Plan.

The Association Board and the Foundation Board will be reviewing these materials in detail prior to the Association's board meeting on Friday, May 21. One of the boards’ primary goals for 2021 is to set the strategic priorities for the next five years. The boards will focus on aligning and implementing the strategic priorities with key constituencies and groups across the Lakeside community.

This summer, the staff will begin drafting a one-year operational plan based on the approved strategic priorities.

Thanks to the Strategic Planning Committee and Kurt Geisheimer for his continued leadership in this process. The new Association Board Chair and Vice Chair, Bob Grimm and Jane Anderson, are meeting regularly with the Strategic Planning Committee and will be leading the board in finalizing the integrated five-year Strategic Plan.

Your continued support and participation in Lakeside’s strategic planning process is greatly appreciated.

Sincerely,

President & CEO Daniel Rogers and Bob Grimm, Association Board Chair