Welcome : Welcome Gary Wolter
Co-chair – Collaboration Council
Chairman, President & CEO – MG&E Welcome
Funding : Funding John Taylor
Madison Community Foundation
Denver Trip Debriefing sponsors
Intergovernmental Cooperation forum sponsors
Regional Economic Development Entity Founders
Fundraising Sector Captains
Fundraising Chair Rick Phelps and M&I Bank
Welcome
In-Kind : In-Kind Blue Planet Partners
Lindsay, Stone & Briggs
Intergovernmental Cooperation Forum planners
Workforce Development contributors
Legal counsel
Denver trip & Debriefing
Cross-team and regional economic developers meetings
Tom Clark visit
Presentation tapings
Website
Capital Newspapers Welcome
Work Teams : Work Teams Design team chairs, staff leads and members
Implementation team chairs, staff leads and members
Road show hosts and presenters
Regional economic development professionals
Capital Region Coalition
Welcome
Project Staff : Welcome Project Staff Kay Plantes
Rob Gottschalk
Jim Bower
Assets & Opportunities team
Greater Madison Chamber of Commerce
Background : Background Terri Potter
Co-Chair – Collaboration Council
President & CEO – Meriter Health Services Background
Slide8 :
PHASE - I August 2004 – June 2005
Formed Collaboration Council
Formed Design Teams
Raised funds for Phase I
Developed detailed plans for the areas of:
Quality of Life: Assets & Opportunities
Positioning Greater Madison
Business Retention & Recruitment
Workforce Development
Intergovernmental Cooperation
PHASE - III January – July 2006
Implement work plans for the Intergovernmental Cooperation, Workforce Development and Regional Economic Development Entity Committees
Continue work of Education & Outreach team
Raise funds for Phases III & IV
PHASE - II July – December 2005
Form Implementation teams
Form Education & Outreach team
Revise Composition of Collaboration Council
Communicate draft plans across County
Incorporate input into draft plans
Prepare budget
Raise funds for Phases III & IV
PHASE - IV August – December 2006
Raise funds for Phases III & IV
Launch Regional Economic Development Entity
Contribute additional Assets & Opportunities Committee recommendations
Develop & launch new design teams (potential areas of focus: increased entrepreneurship, specific quality of life issues, lower-skilled worker training, etc.)
Where have we been? Background
What is the role of the Collaboration Council? : What is the role of the Collaboration Council?
Support the agenda of the Regional Economic Development Entity
Serve as a brain trust and sounding board for the Regional Economic Development Entity
Determine the quality of life issues on which the Regional Economic Development Entity will focus as a catalyst
Background
What are the expectations of the members? : What are the expectations of the members?
Attend two meetings a year
Send no substitutes
Inform and engage colleagues, peers and constituents Background
What is the region? : What is the region? Background Dane County
The Capital Region
The Broader Region
Slide12 : Background Dane County
Slide13 : Background What is the region? Sauk Jefferson Green Rock Columbia Dodge Dane Iowa The Capital Region
Slide14 : Background Broader Region
Meeting Agenda : Meeting Agenda Gary Wolter
Co-chair – Collaboration Council
Chairman, President & CEO – MG&E Goals & Ground Rules
Slide16 : Goals & Ground Rules Meeting Goals Keep moving forward
Provide updates
Receive “nods” or course corrections
Understand the vision and mission
Celebrate the accomplishments
Communicate next steps
Slide17 : Goals & Ground Rules Meeting Ground Rules No substitutes
Take breaks as you need
Listen to understand, not refute
Silence means agreement
Implementation Team Presentations : Implementation Team Presentations Team Presentations
Final Report of the Workforce Development Team : Final Report of the Workforce Development Team Presented by
Dave Boyer, Team Chair
CEO – MCD, Inc.
Workforce Development
Presentation Overview : Presentation Overview Our charge and team members
State of and potential in workforce development
Process and approach
Results
Key recommendations Workforce Development
Team Members : Team Members Workforce Development Paula Bonner Wisconsin Alumni Assoc.
Dave Boyer (Chair) MCD, Inc
Ed Clarke MATC
Denis Collins Edgewood College
Laura Dresser (Vice Chair) Center on Wisconsin Strategy
Kris Holmes Meriter
Matt Kures, UW Extension
Jennifer Leavitt-Moy MAGNET Jay Loewi QTI Group
Don Madelung Herzing College
Steve McHoes General Heating
Nancy Peckham INI Global
Rebecca Ryan Next Generation Consulting
Pat Schramm Workforce Development Board of South Central Wisconsin
Rafael Carbonell
GMCC
Team Charge/Goals : Team Charge/Goals Workforce Development Implement Phase 1 recommendations aimed at “insuring we produce, retain, and attract (and reclaim) graduates and have the workforce that will allow companies to succeed in our region.”
Present State of our Regional Workforce : Present State of our Regional Workforce Impressive and highly skilled workforce
Historically low unemployment, projected sector growth, and aging population will create worker shortages in both low skill and high skill jobs
Need to maximize high school degrees, overcome barriers for minorities and women, increase the skills of incumbents Workforce Development
Approach/Process : Approach/Process Formed three subgroups with leaders
Each subgroup created a plan to implement recommendations over 6 months
Frequent group meetings to review results against benchmark points
2 of 3 plans called for funding which took place
Discussed fit of Workforce Development in CC efforts
Created recommendations for ongoing implementation Workforce Development
Results - Boomerang : Results - Boomerang Goal was to retain and attract graduates of higher learning schools in Madison
Developed “ExperienceMadison.com” proposed website layout
Conducted survey of alumni with very useful results which were published locally
Refined website proposal based on survey results – to be integrated with proposed REDE website
Developed vision for second round of surveys Workforce Development
Results - Internship : Results - Internship Goal was to pilot an internship program, benefiting all participants, implementing a proven method of retention
Surveys were completed with internship coordinators, businesses, and mentors
The specific internship program was created
MAGNET was identified as the host and source of mentors
Funding was procured, staff hired for pilot, and program is being implemented
Workforce Development
Results – Health Care : Results – Health Care Goal was to have the CC collaborate on proposals that would produce, attract, and retain health care workers in the region
Participated on proposal for a regional health care “Center for Workforce Excellence”.
Collaborated with Meriter, Dean, and St. Mary’s
Formal support from the Biomedical Collaborative Workforce Development
Next Steps/Recommendations : Next Steps/Recommendations Boomerang
Develop “Come Home to Madison” website in conjunction with the REDE business plan
Develop and conduct a follow up alumni survey
Internship
Support the pilot program at MAGNET
Evaluate pilot results and integrate ongoing program into REDE programs
Workforce Development
Next Steps/Recommendations : Next Steps/Recommendations Healthcare
Continue subgroup meetings and collaboration
Draft operational plan
Secure space for pilot location
Connect ongoing work with Jobs With a Future and REDE Workforce Development
Next Steps/Recommendations : Next Steps/Recommendations Other recommendations
REDE should support several “horizontal” workforce development efforts that cross sectors
Consider work force development trends, opportunities and issues training for the CC
Convene existing Wisconsin work force development initiatives periodically to coordinate efforts
Workforce Development
Thank you! : Thank you! Workforce development is an effective and healthy way for our community to approach economic development Workforce Development
Final Report of the Education and Outreach Team : Final Report of the Education and Outreach Team Presented by
Rafael Carbonell
Collaboration Council Lead Staff
Director Regional Economic Development – GMCC Education and Outreach
Presentation Overview : Presentation Overview Team charge
Team members
Process and approach
Results Education and Outreach
Team Charge/Goals : Team Charge/Goals “Implement a short-term education and communication strategy to generate awareness of the Collaboration Council and its unique mission. This will ensure support among internal and external audiences for fundraising and the future of the Council.” Education and Outreach
Team Members : Team Members Ray Allen Madison Times
Deb Archer Greater Madison Convention & Visitors Bureau
Mary Carr Lee Meriter Health Services
Howard Cosgrove Wood Communications
Art Drake
Waunakee Tribune
Paul Fanlund (chair) Capital Newspapers
Jon Friesch (staff lead) Capital Newspapers
Kim Lothe KMR Media
Brennan Nardi Madison Magazine
Lesley Sillaman Dane County Executive’s Office
George Twigg City of Madison Mayor’s Office
Dante Viscarra La Comunidad
Additional Contributors Neil Heinen WISC-TV3/Madison Magazine
John Roach JRP, Inc.
Brian Mattmiller UW-Madison
Rafael Carbonell
GMCC Education and Outreach
Approach/Process : Sharpen the message
Produce materials for fundraising
Increase opportunities to share the vision and involve regional stakeholders Education and Outreach Approach/Process
Slide37 : Results – Fundraising Materials
Results - Denver Trip : Results - Denver Trip Who?:
50 leaders from throughout the Capital Region
When?:
February 1-3, 2006
Why?:
To learn first-hand how Metro Denver achieved successful regional
collaboration and what it has allowed them to accomplish as a region
To bring our region’s leaders from different communities and
sectors together to build regional relationships
Education and Outreach
Denver Trip Participants : Denver Trip Participants Education and Outreach
Slide40 : Colorado Western Slope Metro Denver Eastern
Plains Education and Outreach Metro Denver
What we learned : What we learned Education and Outreach
Results – Capital Region road show : Results – Capital Region road show Presenters: Education and Outreach
Roadshow : Roadshow Education and Outreach Results – Capital Region road show
Thank you! : Thank you! Education and Outreach
Final Report of the Intergovernmental Cooperation Team : Final Report of the Intergovernmental Cooperation Team Presented by
Kristine A. Euclide, Team Chair
Vice President & General Counsel –
Madison Gas & Electric
Intergovernmental Cooperation
Presentation Overview Value Proposition: “Improving regional cooperation among Dane County governments is the single most important element to achieve the vital initiatives needed for this region to compete successfully in a rapidly changing global economy” : Presentation Overview Value Proposition: “Improving regional cooperation among Dane County governments is the single most important element to achieve the vital initiatives needed for this region to compete successfully in a rapidly changing global economy” Intergovernmental Cooperation
Intergovernmental Cooperation Team Members (Phase III) : Intergovernmental Cooperation Team Members (Phase III) Connie Anderson,* local government attorney
Marge Anderson, Energy Center of Wisconsin (Staff Lead)
George Austin,* Overture Foundation
Carol Biendseil, Greenway Properties
LaMarr Billups, UW-Madison and Urban League of Greater Madison
Rafael Carbonell,* Greater Madison Chamber of Commerce (Staff Lead)
Arlen Christenson, UW Law School Professor (retired)
Ken Dahl,* Cottage Grove Village President
Bill Dalrymple, Fitchburg Chamber
Kristine Euclide,* MGE (Team Chair)
Gary Green, UW-Madison
*Denotes team members also participating in Phase I Alice Hensen, Sun Prairie business leader (Bank of Sun Prairie)
Steve Hiniker, 1000 Friends of Wisconsin (Staff Lead)
Elizabeth Kluesner,* Dane County Executive’s Office
Mario Mendoza,* City of Madison Mayor’s Office
Peter Munõz, Centro Hispano
Dave Phillips,* Independent Bank of Verona
Jim Ripp, Chair – Town of Springfield
Ross Scovotti, Stoughton Alder and Economic Development Committee
Dick Wagner, active in community planning and transportation issues
Terrence Wall, T. Wall Properties
Tom Wilson, Town of Westport Administrator Intergovernmental Cooperation
Team Charge/Goals : Team Charge/Goals
Intergovernmental Cooperation
Key elements of action plan:
Conduct primary research on citizen opinions regarding intergovernmental cooperation
Prepare an inventory of intergovernmental agreements currently existing in Dane County
Develop and hold a regional cooperation forum for community leaders
Approach/Process : Approach/Process
Met several times as large group for broad input; smaller workgroups on specific projects
Initial focus on Dane County but recognize region extends beyond Dane County (“Capital Region”) Intergovernmental Cooperation
Results : Results Accomplished all three action items assigned
Primary research on Citizen Opinions
- Dane Trak Survey (2005 and 2006)
- Forum Participant Survey
Inventory of Intergovernmental Agreements
- Dane County Database
Forum on Regional Governmental Cooperation
- May 16 Event
- CEO Breakfast
Intergovernmental Cooperation
Primary Research on Citizen Opinions : Primary Research on Citizen Opinions Dane Trak Survey (2005)
94% of respondents support Dane County local governments working together to address important regional issues Intergovernmental Cooperation
Dane Trak Survey (2006) : Dane Trak Survey (2006) Intergovernmental Cooperation
Dane Trak Survey (2006) (Cont’d) : Dane Trak Survey (2006) (Cont’d) Intergovernmental Cooperation
Forum Survey Results : Forum Survey Results Intergovernmental Cooperation
Areas of greatest potential for regional cooperation:
Economic vitality
Transportation
Basic governmental services
Environmental quality
Dane County Intergovernmental Agreements Database : Dane County Intergovernmental Agreements Database Intergovernmental Cooperation
Compilation of Dane County agreements
Searchable by topic and community
Divided into shared services and planning (see sample pages)
Slide56 : Dane County Intergovernmental
Agreement List
Shared Services
Types Are:
School Districts
Fire Services
EMS Services
Wastewater Treatment Agreements More information at DanePlan@co.dane.wi.us
Dane County Intergovernmental Agreements Database (Cont’d) : Dane County Intergovernmental Agreements Database (Cont’d) Intergovernmental Cooperation
Conclusions:
Continue to update/improve
Expand to include “best practices”
Good specific examples of cooperation
Lacking in broader regional agreements
May 16, 2006, Forum (“Governing Together – Shaping a Capital Region”) : May 16, 2006, Forum (“Governing Together – Shaping a Capital Region”) Intergovernmental Cooperation
General goals:
Recognize cooperative efforts in Dane County
Learn from other regions
Explore areas for increased governmental cooperation
May 16, 2006, Forum (Cont’d) : May 16, 2006, Forum (Cont’d) Intergovernmental Cooperation
"Our Capital Region – Its Assets and Opportunities” (Jennifer Alexander)
“Regional Stewardship: Progress Through Collaboration” (John Parr, Alliance for Regional Stewardship)
"Meeting the Challenges to Our Capital Region” - Panel
Keynote Speaker: Governor Parris Glendening
Dane County Intergovernmental Cooperation – Community Leaders Panel
What We Learned and Where We Go from Here
May 16, 2006, Forum (Cont’d) : May 16, 2006, Forum (Cont’d)
Attendance: Approx. 150 (half from government sector)
Representatives from:
- Dane, Sauk, Jefferson - Economic development
County Governments entities
- Seven cities - Other special purpose
- Seven villages districts
- Six towns - Ho-Chunk Nation
- Several school districts - State agencies
Intergovernmental Cooperation
May 16, 2006, Forum (Cont’d) : May 16, 2006, Forum (Cont’d)
Program Evaluation/Continuing Interest
Chief Elected Officials’ Breakfast
Intergovernmental Cooperation
Next Steps/Recommendations : Next Steps/Recommendations
“The Collaboration Council’s focus on intergovernmental cooperation feels right. It has all the right components and it’s headed in the right direction. To continue the positive momentum established by the May Forum, some specific, but manageable, next step actions are needed” (John Parr) Intergovernmental Cooperation
Next Steps/Recommendations (Cont’d) : Next Steps/Recommendations (Cont’d)
Continuing Goals:
Maintain a focus on governmental cooperation
Advance opportunities to build trust
Explore specific topics to better understand the
barriers/opportunities to regional collaboration
Intergovernmental Cooperation
Next Steps/Recommendations (Cont’d) : Next Steps/Recommendations (Cont’d)
Promote a Capital Region Collaboration Compact
Hold a series of informational workshops on specific topics
Maintain an intergovernmental cooperation
focus
Intergovernmental Cooperation
Next Steps/Recommendations : Next Steps/Recommendations
Recommendation One: Promote a Capital Region Collaboration Compact
Local government officials enter written agreement.
Suggested agreement items:
- Cooperate on economic development materials
- Adopt protocol for handling development inquiries
- Utilize electronic communications tool
- Meet at least twice a year
Members receive substantial value
Intergovernmental Cooperation
Next Steps/Recommendations : Next Steps/Recommendations
Recommendation Two: Hold a series of informational workshops
Suggested topics include:
Wisconsin’s tax structure’s impact on regional
collaboration
Incentives to cooperatively provide government services
Regional infrastructure needs (including transportation) and possible collaborative approaches.
Intergovernmental Cooperation
Next Steps/Recommendations : Next Steps/Recommendations
Recommendation Three: Maintain a governmental cooperation focus
Collaboration Council identified governmental
regional cooperation as a key area
Urge that focus be retained
Intergovernmental Cooperation
Thank you! : Thank you! Intergovernmental Cooperation
Final Report of the Regional Economic Development & Stewardship Entity (REDE) Team : Final Report of the Regional Economic Development & Stewardship Entity (REDE) Team
Presented by
Tom Spitz, Team Chair
REDE
Presentation Overview : Presentation Overview REDE
REDE’s Mission:
To protect, leverage and accelerate the growth of our region's strongest economic opportunities and to actively lead and support collaborative regional efforts to preserve and enhance our quality of life.
Team Members : Team Members REDE Jonathan Barry Charlie Hoslet Jim Ring
Mark Bugher Tera Johnson Dave Stein
Sean Cleary Anne Katz Dan Viste
Andy Cohn Elizabeth Kluesner Jim Welsh
Al Dasso Andy Lewis Bill White
Jerry Derr Katherine Naherny Jan Eddy
Londa Dewey Phyllis Wilhelm Dan Ramsey
Mike Zimmerman
Team Charge/Goals : Team Charge/Goals REDE Create a business plan and operating model for an entity that can:
Effectively position the region in the global marketplace
Create, grow, retain, and attract businesses that grow our economy in ways that preserve and enhance our assets
Play a key role in quality of life issues and initiatives
Support and enhance the multitude of existing local and regional initiatives and programs
Attract and sustain 90% of its operating budget from the private sector
Approach/Process : Approach/Process REDE Fast Start:
Draft Business Plan - Jim Bower, Blue Planet Partners
Organization Structure - Bill White, Michael Best & Friedrich
Team Process:
Research and discussion to validate plan assumptions and to evaluate sustainability and fundability of the plan.
Approach/Process : Approach/Process REDE Key points of discussion:
Sector Approach to industries and initiatives
Effective transition from one sector to the next
Affiliate relationship with GMCC
Balancing economic development and quality of life
Results : Results REDE Grow key sectors - entrepreneurship, growth and retention
Growth strategies for key sectors that enhance assets
Proactive retention strategies
Leverage Wisconsin entrepreneurs
Workforce development strategies
Attract angel and venture capital
and...
Continually identify new key sectors of focus
Results : Results REDE Resolve key issues - catalyst for quality of life issues
Receive direction on issues from Collaboration Council
Regional metrics for economic vitality and quality of life
Report ongoing assessment to Collaboration Council
Focused approach to targeted asset or infrastructure need
Coalesce stakeholders around critical quality of life issues
Support existing efforts
Create central Q of L information repository
Build on our strengths and identify best practices
Results : Results REDE Build a region - raise awareness of assets, values, brand,
challenges and opportunities
Regional code of ethics
Regional electronic leads sharing system
Reach out to new residents and “boomerangers”
Showcase regional collaborative success stories
Actively promote regional brand
Regional forums for chambers and Econ. Dev. professionals
CC to help set direction and endorse key initiatives
Slide78 : INCLUDE TEAM NAME HERE
Recommendations : Recommendations REDE Create a central regional website
Implement a regional code of ethics
Develop a system to share business leads throughout the region
Select initial target sectors to grow from Assets & Opportunities
Receive CC selection of initial quality of life issues to address
Host elected officials gatherings
Oversee Collaboration Council work teams
Promote regional collaborative activities
Next Steps : Next Steps REDE Support the work of Rick Phelps and the Fundraising Team
Form the REDE Board of Directors
Officially organize REDE
Hire professionals to staff REDE
Develop and implement strategic work plan
and...
“Grow our region in ways that enhance the quality of life!”
Thank you! : Thank you! REDE
Slide82 : Regional Brand Identity Terri Potter for Marsha Lindsay Regional Brand
Goal : Goal Identify an emotionally-based brand identity that is inclusive of the diversity of our region
Regional Brand
Questions : Questions How do we see ourselves?
How would we like to be seen?
Of these, which are most relevant to our target and differentiating from the competition?
Regional Brand
Cities/Regions Compared : Cities/Regions Compared Boulder
Portland
Minneapolis
Seattle
Miami
Providence
Austin
Silicon Valley
Atlanta
Boston Regional Brand
Brand Identity : Brand Identity A region of:
innovative, creative energy Regional Brand
What next? : What next? Hand-off brand identity to Regional Economic Development Entity Board of Directors
Develop REDE strategic work plan
Further develop brand identity accordingly
Regional Brand
Thank you! : Thank you! Regional Brand
Interim Report of the Assets and Opportunities Team : Interim Report of the Assets and Opportunities Team Presented by Terri Potter
Co-Chair – Collaboration Council
President & CEO – Meriter Health Services Assets and Opportunities
Assets and Opportunities : Assets and Opportunities Assets and Opportunities
Thank you! : Thank you! Assets and Opportunities
Fundraising : Fundraising Rick Phelps
Fundraising Chair – Collaboration Council
Senior Vice President – M&I Bank Fundraising
Fundraising Sector Captains : Fundraising Sector Captains
Private Sector Fundraising
Regional Economic Development Entity Founders : Regional Economic Development Entity Founders
Private Sector Fundraising
Regional Economic Development Entity Founders : Regional Economic Development Entity Founders
Private Sector Fundraising
Public Sector Fundraising : Public Sector Fundraising
Public Sector Fundraising Elected officials on the Collaboration Council:
Kathleen Falk - County Executive
Joe Chase - Mayor, City of Sun Prairie
Dave Cieslewicz - Mayor, City of Madison
Tom Clauder - Mayor, City of Fitchburg
Jerry Derr - President, Dane County Towns Association
Jeff Miller - President, Dane County Cities and Villages Association
Thank you! : Thank you! Fundraising
Slide98 : Next Steps Terri Potter
Co-Chair – Collaboration Council
President & CEO – Meriter Health Services Next Steps
Selecting the REDE Board : Selecting the REDE Board
Selection Committee meeting in September
Collaboration Council input for the REDE board selection
Use REDE mission as criteria for suggestions
Grow the economy via target sectors
Resolve key issues as a catalyst
Create regional capacity Next Steps
Deciding Quality of Life Issues : Deciding Quality of Life Issues
Assets & Opportunities team providing the framework for the discussion and research on key regional quality of life issues
Collaboration Council members provide preliminary input to Assets & Opportunities team
Assets & Opportunities team will make recommendations on issues at the next Collaboration Council meeting of the whole
Next Steps
What next? : What next? Fundraising continues
Meeting of elected officials to discuss public sector investment in Regional Economic Development Entity
Capital Region Coalition grant proposal to Commerce
Selection Committee decides on inaugural REDE Board
REDE staff is hired
Assets & Opportunities team recommends target sectors
Regional economic development professionals develop tactical plans for REDE
REDE Board and staff complete strategic work plan
Assets & Opportunities team continues research on key regional quality of life issues
Road show continues
Next Steps
Save the date: Next Collaboration Council Meeting : Save the date: Next Collaboration Council Meeting
February 27, 2007
2:00 – 5:00 pm
Monona Terrace
Next Steps
An Historic Effort : Closing An Historic Effort Individual AND collaborative
Local AND regional
Economic vitality AND quality of life
THANK YOU