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HomeMy WebLinkAboutDSD-19-048 - Council Input on the Development Services Review REPORT TO: Council DATE OF MEETING: March 4, 2019 SUBMITTED BY: Margaret Love, Manager of Service Coordination & Improvement, 519- 741-2200 ext. 7042 PREPARED BY: Justin Readman, General Manager, 519-741-2200 ext. 7646 WARD (S) INVOLVED: All Wards DATE OF REPORT: February 27, 2019 REPORT NO.: DSD-19-048 SUBJECT: Council Input on the Development Services Review __________________________________________________________________________ RECOMMENDATION: For discussion. EXECUTIVE SUMMARY: The Detailed Planning phase for the Development Services review began in October 2018 and will conclude in late May 2019 at which point, the Collaborative Delivery phase will commence. The Collaborative Delivery phase will include a detailed review of selected processes, the development of an improvement strategy and a recommendation report to Council. The purpose of this strategy session is to provide an overview of key project planning activities to-date as well as to obtain feedback from Council on establishing: A shared vision and set of guiding principles for development services The scope for the first-year detailed review phase (June 2019 May 2020) Questions for Council: QUESTION 1A: Do the draft vision statements and set of guiding principles sufficiently QUESTION 1B: Are they ready to validate with the public and development community stakeholders? QUESTION 1C: Does Council see itself defining any actions? If so, what commitments would you like to make? QUESTION 2: Do you feel the prioritized processes (site plan and public engagement) accurately reflects the bodies of work that should be reviewed in the first year? If not, what is missing? *** This information is available in accessible formats upon request. *** Please call 519-741-2345 or TTY 1-866-969-9994 for assistance. BACKGROUND: In September 2017, Dan Chapman shared five priorities that he would be pursuing in his first hief Administrative Officer (CAO). One of those priorities involved undertaking an organizational review to ensure that organizational structure supports strategies and vision. As a result of this review, like-functions were aligned strategically and the Development Services Department was created and includes five divisions: Building, Economic Development, Engineering, Planning, and Transportation Services. In parallel to the organizational review, preliminary work began on developing a high-level scope for the development services review. The purpose of the development services review is to look at how development functions interact and are coordinated, and to identify if that coordination can be improved in a way that results in clearer accountability, stronger collaboration, and ultimately an even better customer experience. As part of the draft scope for the review, five objectives were identified: 1. Establish a Shared Vision for Economic Growth, City Building, Sustainability, and Development Interests: With a variety of disciplines involved in the delivery of development services, representing functions with competing interests at times, it is important that staff are working towards common goals and understand how their contribution supports the results that we are trying to achieve within the city. Starting from existing strategies, plans and policies, staff will need to establish shared goals, objectives and principles to guide effective and consistent decision making. 2. Align Work Processes to Support the Development Services Vision: Selected development processes will be reviewed end-to-end on a prioritized basis using Lean methodologies to ensure a clear and consistent focus on delivering customer value, efficient services, and streamlined customer interactions. 3. Enhance Team Building, Collaboration and Creative Problem Solving: The most challenging development opportunities require all stakeholders to work together in trusting and respectful relationships that support the best results for the community. 4. Take a Coordinated Approach to Development: Support less experienced applicants to more easily navigate the process. Engage the community in a coordinated way to build a holistic vision for their neighbourhoods. Coordinate staff resources to reduce wait-times, hand-offs and work backlogs. 5. Communicate Clearly and Effectively: Applicants and members of the public should have a clear understanding of the requirements and expectations, the steps, timelines and costs involved, and how they can engage constructively with the City in the development process. The development services review is currently in the Detailed Planning phase, as identified in the project timeline that is depicted in Figure 1. *** This information is available in accessible formats upon request. *** Please call 519-741-2345 or TTY 1-866-969-9994 for assistance. Figure 1. Project Life Cycle for the Development Services Review Stakeholder Engagement As part of the Detailed Planning project phase, input was solicited from 183 internal and external stakeholders in October and November 2018. This was done predominantly through the completion of open-ended interviews and online surveys. The purpose of this engagement was to learn about stakeholder needs, priorities, and expectations related to the review. Stakeholders were contacted and engaged in a variety of ways over a 2- month period. A summary is included, below. *** This information is available in accessible formats upon request. *** Please call 519-741-2345 or TTY 1-866-969-9994 for assistance. Internal Stakeholders Presented at Corporate Management Team meeting on September 25, 2018; obtained feedback on lessons learned from similar projects and recommendations for one-on-one interview candidates Targeted one-on-one interviews with staff based on Project Steering Committee and Corporate Management Team from other interviewees (Oct 2018) Online survey, with a KHUB and email invitation (Nov 2018) Attended staff meetings for project kick-off to promote engagement (Oct Nov 2018) External General Outreach (Public and Development Community) An online survey was advertised in the following ways: Facebook (Nov 2018) Twitter (Nov 2018) City of Kitchener website (Nov 2018) Feedback cards at front counters: engineering, planning, building, transportation, economic development and at industry related events (Nov 2018) Attended advisory committee meetings that have a touch-point with development services, and distributed survey cards (Oct Nov 2018) External Development Community Targeted invitations for one-on-one interviews were distributed in November 2018, per Steering Committee recommendations to: o Development Associations o Builders o Architects o Consultants o Developers Targeted survey invitations were distributed per Project Steering Committee recommendations (Nov 2018) engagement (Oct 2018) th Attended Industry Workshop to promote the survey (Nov 28) External Public Targeted interview invitations per Project Steering Committee and Community Services recommendations, ees (Nov 2018) *** This information is available in accessible formats upon request. *** Please call 519-741-2345 or TTY 1-866-969-9994 for assistance. Each Neighbourhood Association received a targeted invitation to participate in an interview or online survey (Nov 2018) Other: see External General Outreach, above External Other Targeted interview invitations distributed, based on staff and Advisory Committee recommendations, including Business owners and the Public Sector (e.g. Region) Targeted survey invitations sent to agencies (e.g. Conservation Authority), utilities, non- profit organizations Council One-on-one or small group interviews (Oct 2018) A summary, by stakeholder group and method of engagement, is provided in the table below. Table 1. Engagement Summary by Stakeholder Group and Method Stakeholder Group Method of Engagement Development 1345 Council Staff Public Other 2 Community Interview 9 22 47 8 4 Survey Full Completion 0 9 46 11 3 Survey Partial 0 1 13 9 1 Completion (Q1/Q2 only) TOTAL 9 32 106 28 8 1 Prior to municipal election 2 Includes development associations, builders, architects, consultants, and developers 3 Includes a cross-section of managerial and front-line staff from Corporate Services, Community Services, Development Services, Infrastructure Services and Financial Services 4 Includes citizens, neighbourhood association members, advisory committee members 5 Includes businesses, agencies, utilities, public sector, non-profit organizations The primary goal in engaging stakeholders was to ensure quality of data, not quantity. While efforts were made to engage all stakeholder groups in a variety of ways, as identified above, the number of public development community respondents was lower than the number of staff respondents. However, the project team is confident that the engagement that was undertaken was meaningful, and can be used to inform the priorities for the development services review. In an effort to obtain detailed feedback on development-related processes, those who had previous experience engaging with development services were targeted for in- depth, one-on-one interviews (e.g. submitted an application, participated in public consultation, advocated for, or opposed, a proposal in their neighbourhood, participated in an appeals *** This information is available in accessible formats upon request. *** Please call 519-741-2345 or TTY 1-866-969-9994 for assistance. process, etc.). In December 2018, the data was reviewed and grouped into themes, and a Stakeholder Engagement Report was prepared (attached as Attachment A to this report). Common themes quickly emerged within stakeholder groups, and alignment was confirmed with the corporate-wide Customer Service Review, which represented a significantly larger and broader engagement campaign. Additional internal and external stakeholder engagement will take place when selected processes are reviewed end-to-end (part of the Collaborative Delivery phase). Staff were also engaged in a series of workshops from November 2018 January 2019 to lay the groundwork for achieving Objective 1 - Establishing a Shared Vision - this work is described later in this report. Environmental Scan In December 2018, the project team began reaching out to General Managers of development services departments across municipalities in Ontario as part of an Environmental Scanning exercise. They are being asked about their vision for building a future- ready city, what they are doing well, and what their top priorities are for improving their development services department. As part of completing an Environmental Scan, the project team also met with (CLT) to complete a strengths- weaknesses-opportunities-threats (S-W-O-T) exercise. As interviews are currently on-going, a summary of the Environmental Scan will be provided in a future report to Council (May 2019), prior to the commencement of the Collaborative Delivery phase. REPORT: The focus of the Detailed Planning phase is to establish a shared vision (Objective 1, as defined above), as well as to select and prioritize the processes that will be reviewed in the Collaborative Delivery project phase (Objective 2). Objective 1: Establishing a Shared Vision The goal in establishing a shared vision is to achieve broad alignment across all stakeholder groups (e.g. Council, Development Community, Citizens, Staff, etc.). In other words, the shared vision is not intended to be created by staff/for staff; it is intended to be collectively developed and shared between all stakeholders. Figure 2 provides a summary of the Shared Vision structure. Once established, any future process improvement recommendations would be aligned to, and reviewed against, the shared vision. Staff from across the Development Services Department and Infrastructure Services Parks and Cemeteries Design & Development teams participated in three intensive workshops over the months of November 2018 (48 staff), December 2018 (71 staff) and January 2019 (60 staff) to work on the first objective of the development services review. The goal at the end of the three workshops was to develop draft potential shared vision statements and a set of guiding principles that would then be aligned to key issues/themes from the interview and survey data collected in Oct/Nov 2018. This body of work will be refined through this Strategy Session with Council, as well as workshops with citizens and the development community planned for March/early April 2019. *** This information is available in accessible formats upon request. *** Please call 519-741-2345 or TTY 1-866-969-9994 for assistance. Vision Statement What are stakeholders collectively working towards and why? Goal: 1 shared vision statement that represents all stakeholder groups Guiding Principles What shared principles will guide stakeholders in delivering on this vision? Goal: Approx. 5 shared priniples that represent all stakeholder groups Stakeholder Actions What specific actions can stakeholders take in response to each principle? Goal: Approx. 2-3 example actions for eachstakeholder group per principle Figure 2. Shared Vision Structure As identified in Figure 2, the shared vision statement is intended to provide a description of what stakeholders are collectively working towards and why, and the set of accompanying principles is intended to describe how stakeholders will collectively work together to achieve alignment with the vision. The goal of the vision statement is to be action-oriented, future-state and easy to remember. The top three potential vision statements are: Vision Statement #1: Working together to build a community we share Vision Statement #2: Growing today to benefit tomorrow Vision Statement #3: Together we will bring our best to make Kitchener the best A set of draft, guiding principles were also developed through a series of workshop exercises. As the principles should also be memorable, a maximum of five core principles are being recommended, and concise statements were crafted. Since the vision statements and principles *** This information is available in accessible formats upon request. *** Please call 519-741-2345 or TTY 1-866-969-9994 for assistance. have been drafted in a manner that intends to capture all development stakeholders perspectives, example actions for City Staff were then aligned to each principle, based on the interview/survey feedback obtained in Oct/Nov 2018 (see Table 2, below). Note that the process of developing the vision, shared principles and actions list may be refined in this session as well as development industry and public consultation. Through consultation with Council and external stakeholders, actions will be included, where appropriate, for each stakeholder group. Table 2. Draft Principles for how stakeholders will work together to achieve alignment with the shared vision Shared Principles Examples of Staff Actions Leadership Foster a customer service culture Together we commit to Solutions-oriented leadership building a great community Leading-edge policies/guidelines Work together toward a common vision Collaboration Look for opportunities to be flexible in Foster a flexible, solutions- processes oriented approach Take a proactive approach to working with stakeholders Easy access to information Communication Be clear, open and Efficient, timely responses to inquiries transparent with each Seek to listen first, follow-up and follow other through Processes and expectations are clearly Accountability articulated at outset We will all act with the best Roles/responsibilities defined for all interest of the community participants in mind Integrated policy/decision-making framework established Be purposeful with interactions with Build a foundation of trust Trust/Respect stakeholders Engage stakeholders in meaningful expertise, experience and ways perspectives Focus on the big picture The first activity for Council is to individually rate each of the three draft vision statements and set of five guiding principles, using the scale depicted in Figure 3. Each member of Council will be provided with a sheet of sticky dots, and will be asked to place a dot on each scale according to their preference. ratings, as the scales will be provided in a large-print format and placed on easels in the strategy session meeting room. *** This information is available in accessible formats upon request. *** Please call 519-741-2345 or TTY 1-866-969-9994 for assistance. Figure 3. Scale for rating draft vision statements and guiding principles Following this activity, Council is being asked to comment on the following three questions. QUESTION 1A: Do the draft vision statements and set of guiding principles sufficiently Question 1B: Are they ready to validate with the public and development community stakeholders? QUESTION 1C: Does Council see itself defining any actions? If so, what commitments would you like to make? Objective 2: Identifying, Selecting and Prioritizing Development Services Processes to be Reviewed Emerging themes from stakeholder engagement The Stakeholder Engagement Report, as described earlier, and attached as Attachment A, provides a detailed summary of feedback received from internal and external stakeholders on their needs, expectations and where they think the City should prioritize efforts for the development services review. Several themes from the report have been noted in bullet-points, below: Broad themes: When asked What do you expect/want to gain from the development services review? / What needs to occur for you to consider the review a success? the top six themes, as tallied across all respondents, were: (i) streamline processes (55%) (ii) establish a collaborative/coordinated approach to delivering services (50%) (iii) define and articulate processes and service levels (35%) (iv) define roles/responsibilities and ensure there is accountability (34%) (v) improve communication (30%), and (vi) establish a shared vision for development services (28%) *** This information is available in accessible formats upon request. *** Please call 519-741-2345 or TTY 1-866-969-9994 for assistance. While there was general alignment across staff, Council, the development community and -profits), the public/citizens identified a distinct set of priority themes: (i) transparency and access to information (54%) (ii) meaningful engagement (39%) (iii) closing the loop (32%), and (iv) eliminate technical jargon (29%) Development Services Processes: When asked What would be your first and second choice for the development process review?, two clear themes emerged. The site plan process was identified as the top priority by Council (78%), the development community (74%) and staff (24%), and while there was alignment between these three stakeholder groups with respect to prioritizing the site plan process (refer to pages 12 and 13 of Attachment A), it is noteworthy that stakeholders identified customer service* (37% and 57%, respectively) and public engagement (32% citizens) as the top priority areas for the review. *Customer Service does not represent one process in development services; rather it is woven throughout all processes. A detailed summary of the engagement feedback is provided in Section 6 of the Stakeholder Engagement Report (Attachment A to this report). Prioritized Processes for the First-Year Detailed Review Period (June 2019 May 2020) Based on anticipated resource capacity, two processes are being prioritized for review within the first-year detailed review period (June 2019 May 2020): (i) the site plan process and (ii) public engagement. If there is capacity, additional processes will be identified for review using the criteria presented later in this report. Processes that do not form part of the first-year review period will be considered as part of an on-going body of continuous improvement work, as described below. It is important to note that, where appropriate, process improvements identified as a result of these reviews could potentially be transferred to other similar processes (as an example there are hand-off procedures in subdivision planning that are the same as site plan, so an improvement in one area would translate to the other). Site Plan: The site plan process has been prioritized for a variety of reasons: (i) the process involves all business units within the Development Services Department, as well as many other business units across the corporation; (ii) the high volume of submissions received annually; (iii) the complexity of the process; (iv) the large number of external stakeholders engaged in the process; (v) the large number of file hand-offs; (vi) the potential for process improvement (based on *** This information is available in accessible formats upon request. *** Please call 519-741-2345 or TTY 1-866-969-9994 for assistance. feedback); and, (vii) it was identified as the top priority for three of five stakeholder groups (refer to pages 12 and 13 in Attachment A for a detailed summary). It is important to note that this review will focus on processes, not individuals, and while specific staff teams oversee significant parts of the site plan process, it should not be inferred that process improvement will be identified, explored and implemented. As the Site Plan process represents a large and complex process, determining the scope for the first-year review period will be a critical first step. Work will be undertaken by the project team and project Steering Committee to identify if parts, or all, of the site plan process warrants review. Based on the engagement results, the project team would endeavor to address the following challenges within the site plan process, at a minimum: Clear communication of processes/process maps Service commitments identified/articulated Establish a collaborative/coordinated approach to delivering services Review overall file management (e.g. file liaison, hand-offs, etc.) Review processes for queueing/processing files Review the requirements at various stages throughout the application process, and based on the scale and complexity of a project Define roles/responsibilities and ensure there is accountability Review alignment of corporate priorities across divisions/departments Define and articulate service levels Streamline processes Evaluate the merit of developing a different process for different types of applicants (e.g. less experienced vs. experienced) Other considerations for the site plan process review are included on pages 12 and 13 of Attachment A. It is noteworthy that while 23% of the development community identified the site plan process as a current strength (with aspects like the two-stage process being identified as a strength), the site plan process also represented the highest priority for the development community (74%). Public Engagement: Citizens identified public engagement, notifications, and access to information, as it relates to development services as a priority area for the review. This could include engineering, planning or transportation-related consultation, notices and information, for example. In response to interview questions 1 and 2 (see Appendix A, in Attachment A), 44% of Councillors also identified that reviewing current engagement practices/new models of engagement should be a priority for the review, to ensure that the City engages in effective and meaningful ways. While public engagement was not identified by any other stakeholder group in a significant way, the project *** This information is available in accessible formats upon request. *** Please call 519-741-2345 or TTY 1-866-969-9994 for assistance. team and Corporate Leadership Team felt that there is merit in reviewing processes around public engagement for the following reasons: Public engagement has a significant impact on a stakeholder group with major interests There are opportunities to engage in more meaningful ways and these should be explored Objectives of engagement are often unclear Roles in engagement differ and are often unclear (e.g. impact that engagement may/may not have with respect to shaping decisions) lose the loop (e.g. what was heard, how it is being used, next steps) Development processes are complex and can be confusing It is often difficult to access information There is too much technical jargon in presentations, reports, and public notices Legislated notices are not palatable and/or easily understood by the public Engagement is perceived as being rushed or takes place too late in a process Other considerations for the public engagement review are included on page 13 of Attachment A. As public engagement is a part of a large number of process areas in development services, determining the scope for the review will be a critical first step. Work will be undertaken by the project team and project Steering Committee to identify specific processes for review. A report back to Council on the final scope for the first-year review period, as it relates to site plan and public engagement, is anticipated in May 2019. QUESTION 2: Do you feel the prioritized processes (site plan and public engagement) accurately reflects the bodies of work that should be reviewed in the first year? If not, what is missing? On-going body of continuous improvement work: A foundation for a continuous improvement culture in development services will be built throughout this project. The development services review will create a framework (i.e. methodology for selecting and prioritizing projects for review), knowledge base (i.e. through trained, Lean Green Belt designated staff), and build momentum for an on-going body of continuous improvement work. It will be important a Lean review, find and implement improvements, and then repeat, incrementally transforming and improving the service culture in development services. *** This information is available in accessible formats upon request. *** Please call 519-741-2345 or TTY 1-866-969-9994 for assistance. Areas to exclude from the scope of the first-year detailed review period: The following five processes were identified in at lpriorities for the review, however, rationale for not prioritizing these processes for consideration as part of the first-year detailed review period (June 2019 May 2020) is provided below. It is important to note that these processes may be considered for review as part of a future, on-going body of work, using the methodology presented in this report. Subdivisions: The low number of application submissions per year coupled with the declining amount of greenfield lands within the City Transportation Services: Comments related largely to the pace of implementing current initiatives (e.g. Cycling and Trails Master Plan) and work is underway in this area through a separate project; frustrations did not appear to be process-related Customer service: There is currently a significant body of work being led by the Community Services department on corporate-wide customer service - avoid duplication or interference with this work in initiating a separate review Parks & Open Space Comments related largely to the pace of implementing parks & open space initiatives (particularly in the downtown), which will be addressed through core services and long-range planning initiatives on an on-going basis Development Fees - This did not emerge as a dominant priority for the review It is noteworthy that the Building Division (e.g. customer service culture, leadership, processes) was identified as a development services strength by all stakeholder groups, and was not identified as a high priority for the development services review by any stakeholder group; as such, processes within the Building Division are not being recommended for review at this time. Creating a framework for selecting and prioritizing sub-processes within site plan and public engagement for review, as well as creating a future, on-going body of work in continuous improvement For assisting with prioritization of sub-processes within site plan and public engagement as well as planning for on-going future reviews, a weighted framework is being proposed. Through an internal workshop, the following criteria and associated weights were developed: Table 3. Criteria and Criteria Weights for Selecting and Prioritizing Processes/Sub-Processes for Review Criteria Criteria Weight (%) Description No. of submissions/inquiries per Process Impact/Volume 40 year The potential savings that could be Time/Cost Savings 25 gained by improving the process The process was mentioned as a Alignment with Interview and 15 pain point by one or more Survey Feedback stakeholder groups *** This information is available in accessible formats upon request. *** Please call 519-741-2345 or TTY 1-866-969-9994 for assistance. Criteria Criteria Weight (%) Description A review can be readily Ease of Implementation 10 undertaken The process involves a broad Cross-Functionality 10 stakeholder group NEXT STEPS: Key next steps for the project include: Focus-grouping the draft vision statements and guiding principles with external stakeholders (March/early April 2019) Finalize a draft plan for the first-year detailed review project phase (April 2019) Report to Council on final scope for first-year detailed review period (May 2019) Initiate first-year detailed review (June 2019 May 2020) Implementation/Sustainment (Aug 2019 onward) Project Closure (Aug 2020); Implementation may be on-going ALIGNMENT WITH CITY OF KITCHENER STRATEGIC PLAN: Strategic Priority: Effective and Efficient City Services Strategy: CS74 Development Services Review* * A report to Council on January 21, 2019 recommended that the above-noted Business Plan project be added to the 2019-2020 Business Plan FINANCIAL IMPLICATIONS: Capital budget has been allocated to this project in both 2018 and 2019 for the purpose of undertaking the review. There is no additional funding requested at this time. COMMUNITY ENGAGEMENT: INFORM agenda in advance of the council / committee meeting. A project presentation was delivered in Fall 2018 at Advisory Committee meetings (including a question and answer period) Project updates will be shared through a public-facing Engage Kitchener project page CONSULT 183 stakeholder interviews and online surveys were completed (see Section 3 of the Engagement Report in Attachment A for additional information) The Engage Kitchener platform will be used to engage stakeholders across the life cycle of the project upcoming opportunities include obtaining input on establishing a shared vision and obtaining input from stakeholders on the direction/scope of the project. *** This information is available in accessible formats upon request. *** Please call 519-741-2345 or TTY 1-866-969-9994 for assistance. ACKNOWLEDGED BY: Justin Readman, General Manager, Development Services ATTACHMENTS: Attachment A Stakeholder Engagement Report *** This information is available in accessible formats upon request. *** Please call 519-741-2345 or TTY 1-866-969-9994 for assistance. Attachment A Development Services Review Stakeholder Engagement Report Prepared by: Margaret Love Approved by: Justin Readman January 16, 2019 Table of Contents 1. Introduction .............................................................................................................................................. 3 2. Purpose of Engagement ............................................................................................................................ 3 3. Description of Engagement ....................................................................................................................... 3 4. How to read this report ............................................................................................................................ 6 5. Linking the Engagement Results to the Established Objectives for the Development Services Review .. 6 6. Summary of Engagement Results ............................................................................................................. 8 7. APPENDICES ............................................................................................................................................ 15 Appendix A Summary Tables ............................................................................................................... 15 Appendix B Lessons Learned ................................................................................................................ 22 ii 1. Introduction This report presents a summary of internal and external stakeholder interview and survey data, collected for the purpose of informing the Detailed Planning phase of the Development Services Review. 2. Purpose of Engagement The purpose of undertaking the interviews and surveys discussed in this report was to identify the project requirements for the Development Services Review. In particular, the questions were intended to tease out the needs/expectations of stakeholders, individual priorities for the review, risks, strengths, as well as other project requirements (e.g. communication, transition, etc.). 3. Description of Engagement Internal and external stakeholders were contacted and engaged in a variety of ways over a 2-month period (Oct Nov 2018): Internal Stakeholders - Targeted one-on-one interviews with staff based on Project Steering Committee recommendations, as well as snowball recommendations from other interviews (Oct 2018) - Online survey, with a KHUB and email invitation (Nov 2018) - Attended staff meetings for project kick-off to promote engagement (Oct Nov 2018) External General Outreach (Public AND Development Community) - An online survey was advertised in the following ways: o Facebook (Nov 2018) o Twitter (Nov 2018) o City of Kitchener website (Nov 2018) o Feedback cards at front counters: engineering, planning, building, transportation, economic development (Nov 2018) o Attended advisory committee meetings that have a touch-point with development services, per the approved project engagement plan, and distributed survey cards (Oct Nov 2018) External Development Community - Interviews: Targeted invite per Project Steering Committee recommendations sent to Associations, Builders, Architects, Consultants, and Developers (Nov 2018) - Survey: o Targeted emails per Project Steering Committee recommendations (Nov 2018) o Attended Home ide a project update and promote the survey (Oct 2018) th o Attended Industry Workshop (Nov 28) to promote the survey External Public - Interviews: Targeted invite per Project Steering Committee and Community Services recommendations (Nov 2018) Note: each ward received targeted invitations 3 - Survey: o Emailed all neighbourhood associations o Other: see External General section, above External Other: - Interviews: Targeted invites based on staff and Advisory Committee recommendations (e.g. Business owners), Public Sector (e.g. Region) - Surveys: Invitations to agencies (e.g. Conservation Authority), utilities, non-profit organizations Councillors: - One-on-one or small group interviews (Oct 2018) In total, 183 surveys and interviews were completed. A summary, by stakeholder group and method of engagement, is provided in the table below. Method of Stakeholder Group 234 Engagement Council Development Staff Public Other 1 Community Interview 9 22 47 8 4 Survey Full 0 9 46 11 3 Completion Survey 0 1 13 9 1 Partial (Q1/Q2 only) (Q1/Q2 only) (Q1/Q2 only) (Q1/Q2 only) Completion TOTAL 9 32 106 28 8 1 Includes development associations, builders, architects, consultants, and developers 2 Includes a cross-section of managerial and front-line staff from Corporate Services, Community Services, Development Services, Infrastructure Services and Financial Services 3 Includes citizens, neighbourhood association members, advisory committee members 4 Includes businesses, agencies, utilities, public sector, non-profit organizations All survey and interview questions were open-ended. A commitment was made to keep the identity of participants as well as all collected raw interview/survey data confidential. As such, this report provides an aggregate summary of the findings only and NOT individual responses/quotes. Consultation began at the beginning of October with staff interviews. 47 staff were interviewed and asked questions 1-3 and 5-11 (below). When the survey was launched, the set of questions was streamlined to questions 1-6, based on feedback from Corporate Communications and the Project Steering Committee and question 4 was introduced to seek input on existing strengths. As such, you will see that the total number of respondents varies accordingly across the 11 questions. 4 Question 1: What do you expect/want to gain from the development services review? AND Question 2: What do you need to have happen to consider the DSR a success? Total Number of Responses Respondent Type 106 Staff 32 Developer 28 Public 9 Council 8 Other 183 TOTAL Q3. What would you consider to be the key risks for the development services review? Total Number of Responses Respondent Type 93 Staff 31 Developer 19 Public 9 Council 7 Other 159 TOTAL Q4. What aspects of the City's existing development-related services do you consider to be the City's strength? Total Number of Responses Respondent Type 46 Staff* 31 Developer 19 Public 9 Council 7 Other 112 TOTAL *Staff that participated in interviews were not asked this question (this question was added when the online survey launched) Q5. What would be your first and second choice for development process review and Q6. Where should the City focus efforts to bring the greatest impact/improvement? Total Number of Responses Respondent Type 93 Staff 31 Developer 19 Public 9 Council 7 Other 159 TOTAL 5 Q7. Why do you feel this project is being undertaken/what need is it intended to address? (47 Staff) Q8. Of the 3 project constraints, which is the most important to achieve for this project? (47 Staff) Q9. What hand-off procedures/training do you feel will be required? (47 Staff) Q10. What Project Management requirements do you have (e.g. communication, engagement, process)? (47 Staff) Q11. Do you have any lessons learned that you would like to share? (47 Staff + CMT) See Appendix B. 4. How to read this report It is important to recognize that the interview and survey questions were open-ended. Participants were not guided in their responses/forced to respond is a certain way. In the interviews, however, participants may have been asked to elaborate on their response(s) and/or asked for clarification. Like- responses/common phraseologies were grouped and summed (see Appendix A). The statistics presented in this report were based on what was shared/articulated by participants. When reading the results, the inverse of a statement should NOT be inferred in ANY case. For example, 28% of the total number of interview/survey respondents identified that establishing a shared vision should be a priority for development services review. This DOES NOT mean that 72% said that it means, howor describe a shared vision in their responses. 5. Linking the Engagement Results to the Established Objectives for the Development Services Review 1. Objective #1: Establish a Shared Vision for Economic Growth, City Building, Sustainability, and Development Interests 28% of the total respondents (52 of 183) identified that establishing a shared vision should be a priority for the development services review. The following is a break-down based on stakeholder group: o Staff: 22% o Development Community: 56% o Public: 14% o Council: 56% o Other: 25% 2. Objective #2: Align Work Processes to Support the Development Services Vision The following four processes were the highest ranking processes that were identified by interview/survey respondents: o Site Plan: 35% (55 out of 159) o Subdivision: 19% (30 out of 159) o Transportation: 14% (23 out of 159) 6 o Customer Service/Communications: 13% (21 out of 159) A more detailed break-down, by stakeholder group, can be found in Section 6 of this report. 3. Objective #3: Enhance Team Building, Collaboration and Creative Problem Solving 50% of respondents (91 of 183) identified that taking a coordinated/collaborative approach to problem-solving and sharing information should be a priority for the development services review. This was a top priority for four out of five stakeholder groups: Staff (50%), Development Community (66%), Council (78%), and Other (50%). 4. Objective #4: Take a Coordinated Approach to Development Support less experienced applicants to more easily navigate the process o 33% of Council respondents identified that they believe there is merit in reviewing the appropriateness of a service model based on type of applicant (e.g. less experienced); and, o 22% of Council respondents, 16% of Development Community respondents, and 13% of Other respondents identified that they believe there is merit in reviewing the appropriateness of a service model based on the scale/complexity of an application. Engage the community in a coordinated way to build a holistic vision for their neighbourhoods o 39% of Public respondents and 44% of Council respondents identified that a review of existing engagement methods/evaluating new models for engagement should be a priority for the review to ensure that engagement is meaningful. Coordinate staff resources to reduce wait-times, hand-offs and work backlogs o 55% of all respondents (101 of 183) identified that they want to achieve streamlined, efficient, and timely processes; o 19% of Development Community respondents stated that they would like staff to explore/improve team structures and functions; and, o 33% of Council respondents and 13% of Development Community respondents identified that a good protocol for file/task management between divisions/departments should be established. 5. Objective #5: Communicate Clearly and Effectively o 30% of all respondents identified that improved communication should be an outcome of the development services review (22% Staff; 22% Development Community; 46% public; 78% Council; 50% Other); 7 o 35% of all respondents indicated that processes and service levels need to be clearly defined/articulated (e.g. process map, timeline) (31% of Staff; 56% Development Community; 14% Public; 78% Council; 25% Other) o 50% of Development Community respondents, 67% of Council respondents, and 25% of Other respondents identified the need to have expectations/requirements clearly articulated at the outset, with no moving goal posts (e.g. studies, # meetings required, costs) 6. Summary of Engagement Results A summary of the engagement results begins on the next page. Additional detail can be found in Appendices A and B. 8 Question 1: What do you expect/want to gain from the development services review? AND Question 2: What do you need to have happen to consider the DSR a success? Staff (106) Development (32) OVERALL Top Responses: Top Responses: 56% Streamlined, efficient, timely 69% Streamlined services/reduced red COMMENTS processes and services tape 66% Coordinated/collab. approach 50% Coordinated/collaborative approach to problem-solving 56% Establish a shared vision 31% of all responses (295 of 943) were related to working 42% Roles and responsibilities defined; 56% Processes and service levels clear collaboratively and building strong stakeholder accountability 53% Consistent responses/decisions relationships 31% Processes and service levels 50% Expectations clear; no moving goal clearly defined and articulated posts 28% of all responses (264 of ‘ŷğƷ ǞĻ ŷĻğƩķʹ ‘ŷğƷ ǞĻ ŷĻğƩķʹ 943) identified timely and efficient Staff want to be brought into Should feel like a partnership services as a priority for the review discussions at the right time Provide process maps/macro timeline Break-down silos and refocus on an Processes need more flexibility 26% of all responses (242 of What is the value in each step of our Too much architectural control services and how do we sell that 943) were related to the Try to innovate but process stalls back to the customer? Clarify what staff should be importance of good Reduce redundancy and ensure staff reviewing/commenting on communication Council (9) Public (28) Other (8) TopResponses: Top Responses: Top Responses: 89% Streamlined, efficient, timely 54% Transparency/access to 63% Streamlined, efficient, timely processes and services information processes and services 78% Coordinated/collab. approach 46% Improve Communication 63% Reduced Red Tape Create 78% Improved communication flexible and reasonable 39% Review current/new models for processes/policies 78% Processes and service levels clear engagement 67% Expectations clear at outset 50% Improved Communication 32% Close the loop on engagement 56% Roles and responsibilities Clear 50% Coordinated/collaborative 56% Establish a shared vision 29% Eliminate technical jargon approach to problem-solving ‘ŷğƷ ǞĻ ŷĻğƩķʹ ‘ŷğƷ ǞĻ ŷĻğƩķʹ ‘ŷğƷ ǞĻ ŷĻğƩķʹ Pathways to info on website are Embed sustainability in all processes Need to establish a threshold for convoluted Need remote access to services notifying the public, even if they Make all studies/drawings available Employ common sense approach in online Need access to timely information Close the gap between mixed Develop genuine processes Clarify must-haves vs. nice-to-haves wait until legislated period is over to Have public meetings before staff Open Site Plan process to the public provide a list of missing items establish a position on applications Expand buffer radius on notices Allow flexibility in processes Complete end-user/empathy analysis Look at affordable housing 9 Q3. What would you consider to be the key risks for the development services review? Staff (93) Development (31) OVERALL Top Responses: Top Responses: COMMENTS 18% Managing stakeholder 42% No substantive changes expectations made/status quo 33% of all responses (102 of 306) were related to managing 17% Staff fear/stress related to the stakeholder needs 39% Added bureaucracy (more rigid review and possible changes processes, too many steps, too much time) 19% of all respondents (31 of 16% Unbalanced outcome for 159) identified no substantial stakeholders changes/status quo to be a key risk ‘ŷğƷ ǞĻ ŷĻğƩķʹ ‘ŷğƷ ǞĻ ŷĻğƩķʹ 18% of all respondents (29 of Many competing interests will be Want to see a reduction in 159) identified unbalanced difficult to manage review/approval timeframe outcomes as a risk Stress related to demand on staff Concerned that the process will time become so rigid that staff will fear informal dialogue (already Concern that City will relax 18% of all respondents (28 of happening) standards to the point that we are 159) identified managing not developing responsibly stakeholder expectations as a risk for this project Council (9) Public (19) Other (7) Top Responses: Top Responses: Top Responses: 78% Managing stakeholder 32% Stakeholders left behind in the expectations process/not properly consulted or 29% Resistance to Change included 33% No substantive changes made/status quo 26% Unbalanced outcome for 29% Unachievable City standards stakeholders implemented resulting in frustration/ 33% Unbalanced outcome for reduced investment stakeholders 21% Added bureaucracy (more rigid processes, too many steps, too much 33% Added bureaucracy (more rigid time) processes, too many steps, too much time) ‘ŷğƷ ǞĻ ŷĻğƩķʹ ‘ŷğƷ ǞĻ ŷĻğƩķʹ ‘ŷğƷ ǞĻ ŷĻğƩķʹ Data will not be shared openly with Concern that changes will not be Establishing an approach that all the public implemented stakeholders will adopt will be Opportunity to change will be Applicants will break the rules when challenging rejected processes are too onerous and Recommended changes will need to requirements are too difficult to That we will not engage beyond the be approved by Council meet survey Need flexibility in processes while That we will lose focus on what is still having consistent outcomes good for the broader community (avoid minutia and focus on broad objectives in each application) 10 Q4. What aspects of the City's existing development-related services do you consider to be the City's strengths? Staff (46) Development (31) OVERALL Top Responses: Top Responses: COMMENTS 35% Customer Service 33% Customer Service 29% of all respondents (32 of 26% Building Division 112) identified customer service as 30% Collaborative and solutions- an existing strength oriented staff 23% Site Plan Process 24% of all respondents (27 of 112) identified collaborative & Solutions-oriented staff as a ‘ŷğƷ ǞĻ ŷĻğƩķʹ ‘ŷğƷ ǞĻ ŷĻğƩķʹ strength Face-to-face customer service Building Division has fair and transparent processes work with Staff willing to assist without an this group to develop a customer- appointment oriented culture in DSD Staff value their relationships with 21% of all respondents (24 of Site Plan process works fairly well stakeholders 112) shared that Building Division but could be improved; Can a 2- Staff do their best to find solutions stage process be applied in that work for all stakeholders and their customer-oriented focus subdivisions and condos? is a strength Council (9) Public (19) Other (7) Top Responses: Top Responses: Top Responses: 29% in the following five categories: 56%Building Division 26% Collaborative and solutions- Collaborative and solutions- oriented staff 33%Strong technical skills/expertise in oriented staff DSD Strong leadership Good standards, practices, 21% Staff who genuinely care/want to 33%Customer Service guidelines, and initiatives make a difference Building Division 33%Staff who genuinely care/want to Staff who genuinely care/want make a difference to make a difference ‘ŷğƷ ǞĻ ŷĻğƩķʹ ‘ŷğƷ ǞĻ ŷĻğƩķʹ ‘ŷğƷ ǞĻ ŷĻğƩķʹ The Planning group is strong PDF mark-ups in Building Division Ability to engage the community are convenient, low-cost and Responsive staff sooner than we used to environmentally friendly look to Staff work to achieve a positive Have seen positive changes in use this in other areas of DSD outcome and complete timely planning staff who are often the Strong leadership is evident reviews Requirement for a sustainability Attentive staff who go above and report is a positive step beyond; think outside of the box Tall building design guidelines are good 11 Q5. What would be your first and second choice for development process review ANDQ6. Where should the City focus efforts to bring the greatest impact/improvement? OVERALL COMMENTS 35% of all respondents 14% of all respondents Observations: selected the Site Plan Process identified Transportation With the exception of staff, comments related Services to Transportation and Parks centred on increasing greenspaces and active transportation; these comments are currently 19% of all respondents chose 13% of all respondents being addressed through core services at the the Subdivision Process identified Customer Service City, and through Business Plan projects. ‘ŷğƷ ǞĻ ŷĻğƩķʹ Staff (93) Top Responses: {źƷĻ tƌğƓƭ ğƓķ {ǒĬķźǝźƭźƚƓƭʹ Review O&M costs associated with infrastructure to be assumed by City Review/clarify processes, including staff roles, responsibilities, and hand-offs Include a buffer between internal/external consultation meetings 24%Site Plan Process Create a process for by-law enforcement for non-compliant applicants Review process around Schedule C agreement (Site Plan) Give public/Council more of a role in Site Plan process 18%Subdivision Process Review processes around engineering reviews ƩğƓƭƦƚƩƷğƷźƚƓʹ 14%Transportation Services Establish clear processes for sidewalk infill and traffic calming Bring transportation asset owners on board in the process Ensure capital engineering projects integrate BP in active transportation Greater collaboration with stakeholders Numerous comments on creating more active transportation networks ‘ŷğƷ ǞĻ ŷĻğƩķʹ Development (31) Top Responses: {źƷĻ tƌğƓƭ ğƓķ {ǒĬķźǝźƭźƚƓƭʹ Identify requirements upfront and provide a process map and timeline Need flexibility in the process Need agreement on conditions and the order to clear conditions (no surprises) Apply a project management framework in managing files 74% Site Plan Process A file liaison/advocate to shepherd a file and triage issues would be ideal Review the process for deeming applications complete Review the process for engineering reviews Overuse of checklists would like to see more genuine, collaborative problem-solving 39% Subdivision Process Provide status updates Reduce overall number of drawing submissions too much back and forth Final sign-off is a significant pinch point Would like to see staff accountability in moving files forward Facilitate electronic drawing review 12 ‘ŷğƷ ǞĻ ŷĻğƩķʹ Council (9) TopResponses: {źƷĻ tƌğƓƭʹ Give public/Council more of a role in the Site Plan process Ward Councillor should be invited to Site Plan meetings Better communication/information sharing with Councillors 78% Site Plan Process Clear expectations/requirements identified at the outset of an application Reduce bottlenecks in the process 22% Development Fees 5ĻǝĻƌƚƦƒĻƓƷ CĻĻƭʹ Review potential to scale fees according to complexity of application Streamline payment for applicants (fewer cheques) 22% Parks and Open Spaces tğƩƉƭ ğƓķ hƦĻƓ {ƦğĭĻƭʹ Plan more greenspaces, particularly in the core 22% Transportation Services ƩğƓƭƦƚƩƷğƷźƚƓ {ĻƩǝźĭĻƭʹ Review active transportation policies/initiatives Develop a plan for infill and parking ‘ŷğƷ ǞĻ ŷĻğƩķʹ Public (19) TopResponses: /ǒƭƷƚƒĻƩ {ĻƩǝźĭĻʹ Open access to data in a user-friendly way Update website avoid convoluted pathways Review our human resource policies to foster a customer service culture Provide timely responses to inquiries, with complete/accurate information 37% Customer Service Transparency and building trust in the community is important tǒĬƌźĭ 9ƓŭğŭĻƒĻƓƷʹ 32% Public Engagement Review new models of engagement to ensure that it is meaningful Make the Site Plan process open to the public Provide consistent information across all application types 26% Transportation Services Eliminate technical jargon Close the loop ƩğƓƭƦƚƩƷğƷźƚƓ {ĻƩǝźĭĻƭʹ Numerous comments about the need for new public/active transportation initiatives ‘ŷğƷ ǞĻ ŷĻğƩķʹ Other (7) TopResponses: The central focus of the Development Services Review should be on customer service Would like to see a City liaison/advocate to guide processes from beginning to end Would like to see the City build a customer service culture Evaluate if the City has the capacity to provide the best customer service to clients 57% Customer Service 13 Q7. Why do you feel this project is Q8. Of the 3 project constraints, Q8. What hand-off being undertaken/what need is it which is the most important to procedures/training do you feelwill intended to address? achieve for this project? be required? Staff (47) Staff (47) Staff (47) Top Responses: Top Responses: Top Responses: 43% Identify efficiencies in process/service delivery 30% Supporting documentation (e.g. 83% Quality process maps) 36% Eliminate silos/integrate development functions 19% Deliver on time 28% Clear communication 32% Leverage opportunities in new department (DSD) 6% Deliver within approved budget 28% Training specific to process changes 28% Strengthen customer service approach/culture Q10. What Project Management requirements do you have (e.g. communication, engagement)? Staff (47) Top Responses: 63%Want to receive project updates 39%Interested in being involved in the project 28%Ensure engagement has clear purpose/objectives 47 staff, as well as attendees at the CMT meeting on September 25, 2018 were asked if they had any lessons from similar projects that they would like to share. See Appendix B for a summary of their feedback. 14 15 Respondent Type StaffDeveloperPublicCouncilOther TOTAL 98 32 Summary Tables 28 106 183 er of Responses Question 2: What do you need to have happen to consider the DSR a success? Question 1: What do you expect/want to gain from the development services review? AND Total Numb . APPENDICES 7 Appendix A 16 Respondent Type StaffDeveloperPublicCouncilOther TOTAL 97 933119 159 Number of Responses Q3. What would you consider to be the key risks for the development services review? Total 17 related services do you consider to be the - City's strength? Respondent Type StaffDeveloperPublicCouncilOther TOTAL Responses 97 463119 112 Total Number of Q4. What aspects of the City's existing development 18 Q6. Respondent Type StaffDeveloperPublicCouncilOther TOTAL 97 933119 159 here should the City focus efforts to bring the greatest impact/improvement? W Q5. What would be your first and second choice for development process review and Total Number of Responses 19 undertaken/what need is it intended to address? Why do you feel this project is being Of the 3 project constraints, which is the most important to achieve for this project? Q7.Completed by 47 Staff Q8. Completed by 47 Staff 20 off procedures/training do you feel will be required? - Q9. What hand Completed by 47 Staff 21 ) (See Appendix B Lessons Learned . Q10. What Project Management requirements do you have (e.g. communication, engagement, process)?Completed by 47 Staff Q11 Appendix B Lessons Learned Q.11 Do you have any lessons learned from similar projects that you would like to share with the project team? forget to think about the culture that this review will cultivate and build it in to each step Ensure a good cross-section of cross-departmental staff (as appropriate) are involved in the review Let staff drive solutions and technology implementation; equip them as necessary Consider including frontline staff, supervisors, and managers in Lean reviews a lesson learned from the Revenue review was that managers/supervisors had the ability to influence/implement outcomes (don't want them to stop implementation because they weren't involved in the review) Avoid project teams that are too large (18 was a lot in a previous review) Do the project in phases to avoid staff fatigue Ensure the scope for each project/phase is manageable and well defined; otherwise, it can become unwieldy, confusing, ill-defined. Communication between team members is critical to ensure a consistent delivery (8 sub-project managers) Give project team members a take-away/homework assignment to bring information to/from their teams they need to be champions for the project within their sections/divisions Choose appropriate type of engagement based on the stakeholder Ensure stakeholders are not left behind (e.g. DSD, operations, finance, asset management, etc.) Continue to build support for the project beyond management team Consider continuous formal and informal engagement with council manage scope and expectations closely and continuously message it! Find/implement quick wins Communicate frequently with staff, closing the loop after each step Think about how to message an on-going program of work (not everything will form part of the project scope) Develop a platform to engage staff Find creative ways to tell the story along the way (e.g. pod casts) Continue to look for opportunities to lead in Ontario -solving Train everyone from GMs down to frontline staff to prepare them for project but also improvements (e.g. LEAN, etc.). 22