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HomeMy WebLinkAboutCAO-06-004 - Comprehensive Review of the Corporate Communications & Marketing DivisionT� NE R Chief Administrator's Office REPORT Report To: Audit Committee Date of Meeting: January 16, 2006 Submitted By: Carla Ladd, Chief Administrator Prepared By: Corina Tasker, Performance Measurement and Internal Auditor, ext. 2361 Kathryn Dever, Organizational Change Facilitator, ext. 2370 Ward(s) Involved: n/a Date of Report: January 3, 2006 Report No.: CAO -06 -004 Subject: COMPREHENSIVE REVIEW OF THE CORPORATE COMMUNICATIONS AND MARKETING DIVISION RECOMMENDATION: That the Chief Administrator's Office report CAO -06 -004, dated January 3, 2006 and the attached summary report on the comprehensive review of the City's Corporate Communications and Marketing Division, dated January 2006, be received for information; and further, That the key recommendations contained in the summary report as listed below, be approved: 1. Maintain a centralized Corporate Communications and Marketing function. 2. Create and communicate the exact wording of the Division mandate which focuses on informing the public, staff and Council of the Corporation's services, key decisions, how public funds are being spent, and to manage communications issues as they arise, providing correct and clear information in a timely manner. The mandate should also include responsibility to maintain the corporate identity and help maintain consistency across all external City communications and publications. 3. Remove from the Division mandate support to individual Councillors for individual projects not tied to shared Council decisions and Corporate positions. Investigate movement or creation of one position in the Office of Mayor and Council to provide this strategic support and advice. 4. Reduce the scope of work performed by removing tasks which either do not add value or do not fit within the mandate, and communicate services available to the Corporation. 5. Maintain the current staff complement and organizational structure and monitor appropriateness in the future given narrower Division mandate and scope. 6. Make no changes to the proposed 2006 budget and monitor in the future given the narrower scope. 7. Educate customers as to services available, how to access the Division, processes, and the overall value provided by the Division. 8. Continue to distribute media releases both externally and internally. BACKGROUND: In July 2005, the Audit Committee requested a comprehensive review of the City's Corporate Communications and Marketing Division. The results of that review are included in the attached report. REPORT: A comprehensive review of the City's Corporate Communications and Marketing Division was undertaken at the request of Council to determine the value for money that the Division is providing. The objectives of the review included review and analysis of the Division's mandate, organizational structure, a comprehensive financial review, external cost comparisons, and presentation of the services provided. The review included various methods of collecting data including interviews, research, testing, benchmarking and analysis. Key recommendations are detailed in the report relating to the key review objectives of mandate, scope of work, budget, and organizational structure /centralized function. In addition, 12 recommendations are made in the areas of role clarification, staff development, and with respect to specific Communications and Marketing initiatives /projects. FINANCIAL IMPLICATIONS: None. CONCLUSION: The comprehensive review's findings confirm the value that the Corporate Communications and Marketing Division provides to the Corporation, and validates the Division's existence. The work of the Division performs is cost effective and valued by internal customers. Recommendations included in the report focus on ways to improve customer service and streamline processes. From the analyses contained in the detailed report, there is no indication that staffing or funding should be reduced in this Division. Corina Tasker Kathryn Dever Performance Measurement and Internal Auditor Organizational Change Facilitator Comprehensive Review of the City of Kitchener Corporate Communications and Marketing Division Final Report January 2006 Tmhln of (_nntnntc Tableof Contents .................................................................................................................................................. ..............................1 3.0 Conclusion .................................................................................................................................................. .............................25 January 2006 Executive Summary Objective A comprehensive review of the Corporate Communications and Marketing Division was undertaken at the request of Council to determine the value for money that the Division is providing. Specific objectives included: Mandate • Compare the mandate of the Division when it was first created with what the staff feel is the mandate today • Review the strategic goals and determine if they are in alignment with the Corporate Plan • Analyze whether the current services help achieve the strategic goals Organizational structure • Review the current staff complement compared to what it was when the Division was created • Determine if this is the best structure and amount of staff to accomplish the mandate, i.e. validate whether a centralized structure is the best structure Financial Review • Review current and past actual costs compared to budgets, i.e., how are they doing vs. their budget? • Compare costs incurred today vs. when this Division was first set up - including comparing the costs of the original decentralized structure (services provided from within the other Departments), the initial costs of providing centralized services, and the current costs External Comparison • Compare the cost of similar external services to the internal costs Services Provided • Determine who the key customer groups are and whether they are getting the services and level of service they require • List all services currently provided and compare to the services originally offered • List of all publications • SWOT analysis (strengths, weaknesses, opportunities, threats) • Determine whether press releases are valuable and whether there are too many of them • Determine what "communications" type activities or services are being carried out by other Departments or outside firms currently and whether it is more economical to perform the services within Communications and Marketing A detailed list of the requirements set out by the Audit Committee is included in Appendix A. Key Findings The comprehensive review of the Corporate Communications and Marketing Division included various methods of collecting data including interviews, research, testing, benchmarking and analysis. The findings confirm the value that the Division provides to the Corporation and validates their existence. Not only is the work that the Division performs cost effective, but it is also valued by their customers. Recommendations included in this report focus on ways to improve customer service and streamline the entire process. There is no indication that staffing or funding should be cut from this Division. January 2006 Key Recommendations 1. Maintain a centralized Corporate Communications and Marketing function. 2. Create and communicate the exact wording of the Division mandate which focuses on informing the public, staff and Council of the Corporation's services, key decisions, how public funds are being spent, and to manage communications issues as they arise, providing correct and clear information in a timely manner. The mandate should also include responsibility to maintain the corporate identity and help maintain consistency across all external City communications and publications. 3. Remove from the Division mandate support to individual Councillors for individual projects not tied to shared Council decisions and Corporate positions. Investigate movement or creation of one position in the Office of Mayor and Council to provide this strategic support and advice. 4. Reduce the scope of work performed by removing tasks which either do not add value or do not fit within the mandate, and communicate services available to the Corporation. 5. Maintain the current staff complement and organizational structure and monitor appropriateness in the future given narrower Division mandate and scope. 6. Make no changes to the proposed 2006 budget and monitor in the future given the narrower scope. 7. Educate customers as to services available, how to access the Division, processes, and the overall value provided by the Division. 8. Continue to distribute media releases both externally and internally. Additional Recommendations Role Clarification: 1. Clarify the role of the Division in internal communications: a. Reduce involvement in design and production of materials directed at an internal audience - City of Kitchener employees b. Confirm the Division's role in improving staff communications internally, i.e., that the findings of the internal communications survey have been adequately shared with other user Divisions and a process put in place to deal with them 2. Develop clear parameters on how the Division's priorities are set and communicate these corporately. 3. Revisit the roles and responsibilities of the Director to make it a more overseeing, strategic and `hands -off position less involved in the day -to -day operations and delivery of work. Staff Development: 4. Empower staff to oversee and approve their own work. 5. Investigate opportunities forjob enrichment, rotation, shadowing or progression in order to improve employee satisfaction and decrease turnover. Specific Initiatives: 6. Implement the planned media training program for City staff who would benefit from better knowledge of how to work with the media. 7. Refocus energies to close gaps in priorities between customers and staff, and to improve performance in these areas. 8. Engage the City's Enterprise units such as Golf Courses and Kitchener Utilities to further examine the relationship of their brands with the City of Kitchener brand — currently they are perceived as disconnected from the City brand. 9. Assess and resolve any overlap between the publications in terms of content, timing and target audience, specifically between Your Kitchener and Neighbourhood Association newsletters. 10. Evaluate the cost - benefits of delivery of Your Kitchener to each household; this publication was praised by a number of internal customers as an excellent quality means to communicate the City's message with the public. However it currently only is delivered to households with a subscription to the Record newspaper. 11. Revisit a previous proposal to use a common page in the local newspaper to highlight any and all City communications including statutory public advertising requirements, other public notices and upcoming events. 12. Develop a methodology to measure the effectiveness of communications and marketing products to ensure they are meeting customer expectations and reaching the target audiences. January 2006 3 Communications and Marketing Division Review Report 1.0 Background Information 1.1 Review Team Name Position Role on Review Team Kathryn Dever Organizational Change Facilitator Co- leader Corina Tasker Performance Measurement and Internal Audit Co- leader Carla Ladd CAO Executive sponsor Christiane Sadeler Interim Director, Community Programs and Services Information collection and analysis Janette MacDonald Economic Development Technical Analyst Information collection and analysis Saleh Saleh Financial Analyst for Division Financial analysis 1.2 Methodology The following research and analysis was undertaken for the review: • Benchmarking with 5 other municipalities • Employee interviews - 11 staff as well as the Director were interviewed to gain an understanding of the work performed, the goals and priorities of the Division, the customer groups, the strengths of the section as well as areas for improvement, and comments on the organizational structure, mandate and roles /responsibilities • Customer interviews - 25 internal customers throughout the Corporation who interact with the Communications Division were interviewed to get at their understanding of the structure and functions, the importance of Communications to their work, the service received, and a general sense of the strengths of the section and areas for improvement • Council interviews • Financial analysis of budgets and actuals from inception in 2000 until the current year • Literature review of relevant historical reports and previous audit work • Review of all services and activities performed in the Division, including an indication of the percentage of work performed in -house and the percentage performed by others • Review of the effectiveness of media releases through interviews with the media who receive them, and by counting the number of releases which received coverage 1.3 Current Environment The Corporate Communications and Marketing Division reports through the Chief Administrator's Office. The Division provides communications and marketing services for all City Departments, as well as for designated affiliated community, arts and sports groups. An overview listing of activities is shown in Section 2.2.1 of this report, and a detailed Activities and Services summary is included in Appendix B. The Division is staffed by 12 budgeted FTEs and 1 contract employee. 3 FTEs and 1 contract employee are dedicated to the Public Affairs / Communications function, 5 FTEs are dedicated to the Marketing / Creative Services function, 2 FTEs are dedicated to K -W Tourism, 1 FTE represents the Director position, and 1 FTE represents the Office and Financial Coordinator role which is currently vacant. January 2006 The organizational chart is included here: Corporate Communications and Marketing Division Gtreofor. Corporate Communications,.) $Marketing Manager, �. G#be rinanoal Senior P.ublio tutrketing 1GI Coordinator LN6atrs officer �Creaijve 5ernices: � �Jacam} `. Marketing Maiketing Vsitor information Sport Tourism Cpmmunlcatwns Gommunicat'mns Usnor. Information Graphic Designer Senior Grephio Assrstarrt FssistaM Associate (FT} Marketing }sooiate Publfo Fffairs Gripy Wiitar Gesigrmi �CSG 6rtarpnses GSG} ibunsm Associate {PT} Co -opj Gffieer ',... Tcunsm. {PT} The proposed 2006 operating budget for the Communications Division is $1.03 M net expenditures which includes $257.5K in revenues and $1.29 M in expenses. Expenses include $ 313 K costs related directly to Tourism and $103 K related to the Leisure magazine. There is no capital budget forecast for the Division. 2006 Budget Revenue Co- operative advertising (36,050) Expenses Salaries / Wages 718,452 Staff overhead 42,007 Supplies 5,908 Advertising 107,500 Other expense 6,669 Internal admin recovery (7,500) Subtotal 873,036 Net excluding Tourism / Leisure 836,986 Tourism Revenue (118,450) Expense 313,540 Subtotal 195,090 Leisure Revenue (103,000) Expense 103,000 Subtotal - Net including Tourism / Leisure 1,032,076 January 2006 1.4 Organizational Comparisons Comparator information was collected from five Ontario municipalities to evaluate the scope, staffing, budget and current issues faced by a variety of Cities: London, Markham, Windsor, Oakville and Kingston. These Cities were chosen based on factors including population size and location. The customer base for the Cities surveyed varies somewhat - all have a similar number of internal Divisions /units for which communications and marketing work is carried out, while there are variations in population, Council sizes and numbers of employees. A full table of comparator data on these Cities is included in Appendix C. Centralized Communications function: Four of the five Cities surveyed have a centralized Corporate Communications function which serves the needs of the entire Corporation, and most report through the CAO. The exception to centralization is Windsor, which has an acting Lead and secondments to the Corporate Communications function, and additional communications and marketing functions split amongst Departments such as Parks and Recreation; the structure is still in flux. Services /scope: The Municipalities surveyed share similar core services with a focus on media relations, communication with the public, issues management, communications planning, partial or complete administration of website content, and some degree of marketing work. In all cases there is a clear focus on communication of Council decisions which are made collectively. The Corporate Communications functions of all the Cities surveyed provide a similar range of products including media releases, writing, recurring publications for the public, and leisure /recreation guide layout. Each City also has its own specific communications activities tied to corporate goals or focus areas developed throughout the term of Council or for specific years. They all produced a variety of regular publications — paper and electronic — as well as ad hoc projects as issues or needs arise. A number of services differ from Kitchener's approach. Graphic design is one area where Kitchener differs since the municipalities surveyed do not have graphic designers on staff. For significant quality designs, work is contracted to outside firms, while less vital design work is done by Communications staff. For internal Departmental design needs, technical or administrative staff in user Departments undertake basic desktop publishing. Responsibility for internal corporate communications is another area in which the Cities differ - some Cities have responsibility for internal communications clearly defined as part of their scope and have responsibility for a staff newsletter and weekly electronic update to staff, while others including Kitchener take on aspects of this function to varying degrees. The inclusion of Tourism under the municipal umbrella is also unique to Kitchener. One approach taken by several Cities is the use of a common page in the weekly local newspaper to highlight any and all City communications including statutory public advertising requirements, other public notices and upcoming events. The page has a consistent location in the paper, a common look and feel and becomes known to readers as the place to go in the newspaper for information about the City. This is something Kitchener might like to investigate in the future. Staffing: Staffing levels can be compared with the 4 Cities which have a centralized Communications function, and in doing this comparison Kitchener has a higher number of staff than the others at 11, as well as 1 vacant position which was created but has never been filled, which is proposed to be eliminated in 2006. The other Cities surveyed have 5 -6 staff. There are several explanations for the discrepancy: Kitchener has 2 staff dedicated to the Tourism function, 1 dedicated staff for each of copywriting and public affairs, as well as 2 graphic designers whereas the other Cities do not (although Markham has 2 designers who report through a different functional area). Kitchener seems to provide a broader range of services. Virtually all other Cities surveyed use a generalist model with several staff working on a variety of communications and marketing functions, and with more generalist job titles which reflect this scope. In addition, the majority of Cities have developed a model in which these generalists are "assigned" to user Departments to provide communications advice in all realms, and also providing continuity of service and the development over time of a good understanding of their business, issues and communications needs. Kitchener has adopted this model in the assignment of Marketing /Communications Assistants to two of the key public interface /business units of Community Services, split into Enterprise and all other Community Services Divisions. Kitchener has also created key contacts for each Department for their communications and public relations needs. January 2006 The Director function is common to all but one of the Cities surveyed, and the Director -2 Manager /Supervisor structure is also common. Like Kitchener, several other Cities do not have administrative support staff and noted that this was an issue. Two of the Cities surveyed noted that in order to be both more proactive and more strategic in their communications, and provide more regular communications they would require several additional staff. When comparing themselves with Kitchener they felt understaffed and that having additional staff would make them able to accomplish more proactive and regular communications. Several of the Cities noted that they are in a state of flux, with potential changes in reporting to come in the future. Budget: Of the Cities surveyed, Kitchener has the highest communications and marketing operating budget, which is mostly due to Kitchener's higher staff complement. A more meaningful comparison might be to look at the operating budget for the centralized corporate communications function as a percentage of the total operating budget for the municipality. In this comparison Kitchener is in the middle of the range of 0.09% to 0.58 %, at 0.43 %. Most of the Cities expressed a vulnerability to budget cuts and the need to constantly prove the value of the services provided and overcome perceptions of the function not being required /important. 2.0 Key Findings 2.1 SWOT Analysis A list of Strengths, Weaknesses, Opportunities and Threats (SWOT) was prepared from input received from Division staff, internal customers and members of Council. The following list represents common themes reflected in responses from all three groups. Strengths: • Expertise /diversity of talent • Team work • Accommodation of last- minute jobs • Good staff relationships with Departments • Low cost vs. external firms • Award - winning quality product • Staff are committed, professional, dedicated, valued • Staff are perceived as friendly and helpful by customers • Activities can translate into meaningful and measurable benefits in public relations • Communications knowledge and expertise were rated high • Crisis and issues management expertise e.g., Guelph Street Park • Cost conscious Weaknesses: • Variability in performance — inconsistent level of service provided throughout the Corporation • Timeliness of delivery — due to approval process • Managing expectations • Inflexible • Reactive, not proactive • Too broad of scope for current staffing — too much workload • No administrative support • Tourism staff are disconnected • Marketing expertise including market research knowledge is questioned by internal customers and Council • Seem to do everything in -house — could anything be done outside or by others in the Corporation where it is a good fit? • Procedure for making a request is unknown /informal — customers contact the person they know — is this a weakness or is this a good way to make requests? • Lack of understanding of Communications and Marketing Division mandate • May be too focused on winning marketing awards at the expense of other endeavours • Other Departments are not aware of all services that are offered and therefore go externally (as noted by Division staff) January 2006 • Deadlines not taken seriously by other Departments (as noted by Division staff) • Departments are creating their own work which is not good quality (as noted by Division staff) • No opportunities for individual growth or advancement within the Division (as noted by Division staff) • Do not do enough follow up on the effectiveness and outcome of marketing efforts (as noted by Division staff) Opportunities: • Establish mandate to clarify roles and decrease workload • Empower employees to make more decisions • Remove non - value -add tasks • Move away from being `all things to all people'— determine core functions and be able to say `no' to non -core functions • Education of customers as to services available, how to access, processes, and the value provided by the Division • Refocusing of energies to close gaps in priorities between customers and staff, and to improve ratings /performance in these areas Threats: • Variability in terms of understanding /communication of services throughout the Corporation • Departments not utilizing the Division due to weaknesses identified could lead to inconsistent messaging across City, as well as inferior quality communications and marketing • Vulnerable to Division's value being questioned and having to justify its existence • Lack of professional development and advancement opportunities may lead to staff turnover 2.2 Mandate and Strategic Direction 2.2.1 Original and Current Mandate The Audit Committee requested that the original mandate of the Division be examined and compared to what staff perceive the mandate to be today. Original Mandate The following objectives were identified in the March 18, 1998 report to Council which recommended the creation of a centralized Communications and Marketing Division. Objectives: • Provide corporate public relations and communications • Provide marketing resource services • Promote corporate image and identity • Provide service, not control • Minimize duplication between Departments • Provide improved co- ordination between Departments • Be cost effective • Provide effective use of resources • Provide customized service • Foster a greater understanding of City services The scope of the services provided in this recommendations included: • Develop a corporate communications plan including public relations such as: • Issue news releases • Assist with special events planning and promotion • Advise Council and staff on how to deal with the media • Distribute municipal information to the media community • Advise on protocol • Website management • Graphic design January 2006 • Logo development and corporate identity • Sponsorship co- ordination • Photography • Assistance to Departments for displays and publications • Liaison with Visitors' Convention Bureau • Marketing resource as required • Co- ordinate marketing activities Current Mandate When asked what they felt the mandate was today, staff of Corporate Communications and Marketing indicated that they were unaware of an official mandate or strategic direction. Currently they have a very wide range of activities that they perform and feel that they are unable to say no to any request that comes in, regardless of whether they feel it is their responsibility or not. This lack of clear direction has led to increasing amounts of workload, slower response times, and the inability to spend as much time on individual jobs as they would like. They expressed a definite need for a clear mandate to guide the scope of their work and establish some parameters within which to work. Given this lack of formal mandate, the list of Activities and Services currently provided (Appendix B) was compared to the original scope of tasks instead. All activities listed in the original objectives and scope from 1998 are still being performed today, and in addition, staff have taken on various other tasks falling into these broad categories: • Issues and crisis management • Community engagement • Publication, report, letter and speech writing /editing • Intergovernmental relations • Business planning • Market research • Advertising buying and placement • Bid proposal development and presentation • National media coverage strategy • Marketing and communications plan development • Survey creation, execution, and analysis • All Tourism activities • Administrative tasks such as delivering print orders and flyers, putting up posters, data entry, clipping articles etc. 2.2.2 Mandate and Strategic Direction - Future As mentioned above, the Division is in need of a formal mandate to limit and guide the scope of their work which has grown unmanageable and lacks clarity. Based on input from the staff, Council, and customer interviews the main theme of the mandate should be: To inform public, staff and Council of the Corporation's services, key decisions, how public funds are being spent, and to manage communications issues as they arise, providing correct and clear information in a timely manner. A secondary theme that emerged was To maintain the corporate identity and help maintain consistency across all external City communications and publications. Furthermore, the mandate should focus on communicating overall Council or Committee decisions and information. It should exclude providing support to individual Councillors for their platforms which puts staff in a difficult and conflicting position, especially if the request is in opposition to Council decisions. Individual assistance, where required, should be provided by staff of the Office of Mayor and Council. Consideration should be given to having a person dedicated to strategic support for Council separate from the larger administrative communications function provided to the Corporation. January 2006 Concerns from both staff and customers arose regarding the priority that Council requests get. Several customers commented that their requests, although important, were put on hold in order for Council requests to be addressed regardless of their relative importance. In future, priority should be driven by importance of the issue /job rather than the source of the request. Staff should not feel they have to drop everything to serve Council unless the importance of the issue warrants it. The above proposed mandate relates to several key areas of the Corporate Plan and Council Focus items. First, it addresses the need to build community confidence and trust in the City by facilitating two -way flow of information between the public, administration and Council. The mandate also directly reflects several of the Strategic Areas of Focus including Predictability and Results, Community and Business Relations and Pride in the Workplace - by making information sharing the main goal of the Division, and also striving to maintain a corporate identity by linking all Departments and services under one recognizable and professional brand. Throughout the customer interviews, there was confusion over the role that the Division should play in internal communications. While several customers felt that the Division should lead an initiative to improve inter - departmental communications, others felt that this role should rest with each individual Department. Given the above suggested mandate, the focus of the Division should really be on external communications. Their expertise lies in communicating messages effectively through public relations and marketing efforts. Although they could offer advice and guidance on how to share information throughout the Corporation, their focus should not be on attempting to facilitate cooperation and communication between Departments. This should therefore not be part of their mandate or scope. In terms of the scope of work performed within the above general mandate guidelines, it is recommended that the Division take on the role of overseeing and coordinating communications, rather than one of communications creation and implementation. Currently staff are involved in doing the actual writing of several items such as reports, `AII Departments' emails, and business cases as well as administration tasks such as putting up posters and distributing flyers. User Departments should take on the responsibility of doing most of this work themselves, while the Corporate Communications and Marketing Division should act as the corporate thread that binds everything together, adding advice and support to ensure a consistent look, feel, and message across all external communications and publications. Creative and graphic design services should continue to be provided by the Communications and Marketing staff and not pushed back on the user Departments, however, as they have the expertise required to perform such work. Internal communications do not necessarily need their advice or attention but this support could be provided if time permits. Based on the list of activities and services provided in Appendix B, the following is a list of potential tasks that could be shifted to other Divisions or external firms. This would be consistent with the recommended mandate. It would also free up staff time to work on more value -added tasks. One of the main tasks not being done today that should be is media training. Several customers have mentioned that they would benefit from such training. Potential Items to Outsource: Communications Activity Outsource To: Advise individual Councillors on individual positions divergent from Corporate positions /decisions Office of the Mayor and Council Develop / implement national media coverage strategy External PR firm Write Council reports Office of the Mayor and Council; continue to oversee and edit Special Events media releases Special Events; continue to oversee and distribute Media monitoring External firm Speech writing for Mayor and Council Office of the Mayor and Council; continue to oversee and edit Articles and newsletters User Departments; continue to oversee and edit `AII Departments' emails User Departments; continue to oversee and edit Writing business cases User Departments; continue to oversee and edit Taking notes at public meetings User Departments Researching / maintaining media list External firm (continued on following page) January 2006 Potential Items to Outsource (continued): Marketin Activity Outsource To: Writing surveys User Departments; continue to oversee and edit Conducting surveys User Departments or external firms Survey analysis User Departments or external firms Tracking Corporate -wide advertising / promotions costs Finance Licensed merchandise management and procurement Purchasing Administration Delivering print orders Deliverina fivers Distribute Your Kitchener to Tourism members Leisure data entry Leisure invoicing Advertiser database Track Leisure insertions Compile quarterly / annual sales report Monitor budget Answer main phone line Outsource To: Customer pick -up or delivery through mailroom User Department or administrative support person User Department or administrative support person Mail or get them to pick up at Tourism office Administrative support Administrative support Administrative support Administrative support Administrative support Administrative support, with Finance Administrative support Note: the tasks transferred to "Administrative support" assume the proposed transfer of an FTE from Communications and Marketing (the Office and Financial Coordinator position) to the CAO's Office takes place in 2006. The transferred position would provide administrative support to all Divisions within the CAO's office, including Corporate Communications and Marketing. Having a written, formal mandate along with a reduced scope of work will allow the Division to concentrate on their core areas of expertise and improve timeliness and quality of work. It will also serve to inform customers, including other Departments and Council, of what can and can not be done within the Division, giving the Division support to decline requests which fall outside of the mandate and scope. Recommendations: 1. Create the exact wording of the Division mandate based on the two main themes above 2. Review the potential outsourced items and implement if feasible 3. Communicate this mandate and scope to all staff and customers 4. Implement a media training program for appropriate staff 2.3 Organizational Structure and Staff Complement Part of the project scope was a review of the current Communications and Marketing staff complement compared to what it was when the Division was created, including how many staff were in the decentralized structure and how many were originally transferred over to the new Communications Division. Two determinations were required: • Relate the staffing to the list of services provided then and now • Determine if this is the best structure and amount of staff to accomplish the mandate - validate whether a centralized structure is the best model January 2006 In order to make those determinations, a brief history of the evolution of the Division and its associated FTEs (Full -Time Equivalents) is required. The following table outlines the FTEs by year with a brief explanatory note: Year FTEs Explanatory Notes Utilities 1999 9 Decentralized model 1 2000 9 In transition toward centralized model (6 Communications, 3 other 1 Depts) 2001 11.5 6 Communications + 5.5 CSD 1 2002 14.5 Following transfer of internal staff from other Divisions 1 Additional staffing resulting from Frontline audit recommendations Only 11 positions were filled this year 2003 12 10 Communications and Marketing plus 2 Tourism added 1 Elimination of 2.5 positions 2004 12 10 Communications and Marketing plus 2 Tourism 1 2005 12 10 Communications and Marketing plus 2 Tourism 1 2006 10.5 9 Communications and Marketing plus 1.5 Tourism 1 1 Communications FTE proposed to be transferred to CAOs office and 0.5 FTE Tourism FTE proposed to be transferred to CSD The 1999 staffing figures represent the former decentralized model where staff with responsibilities for communications and marketing were housed in various City Divisions. The City at that time had a Communications Director reporting to the CAO and there were 9 additional staff considered to be working directly or indirectly in a marketing role throughout the Corporation. Because each of these staff likely had other responsibilities in addition to communications and marketing the FTE estimate for these functions might be slightly overstated. While a number of marketing activities were undertaken effectively at that time on a program - specific and departmental basis there was no corporate -wide approach to marketing, nor was there capacity to take on marketing for new initiatives in other Departments without marketing functions, or for corporate -wide initiatives. In addition, the functions of public affairs and media relations were just being introduced to the City. A number of key communications functions which were not provided at that time formed the basis of the roles for a centralized function. The services outlined in Section 2.2.1 can be considered the list of services provided originally within the Division in the period of 1999 -2000. A variety of models were reviewed and a combination of FTE transfers and new hires were used to staff the new Division. Transfers and growth took place throughout 1999 -2000 toward staffing the roles and functions to meet the new centralized mandate and scope of services. The goals at the time were to eliminate duplication between areas, create capacity to meet demands from additional client areas of the Corporation, and to develop a coordinated approach to marketing and communications to present the City in the best possible light. In 2001 Frontline Communications was retained to undertake an audit of the City's corporate and departmental communication materials, systems and processes, to assess and make recommendations for enhancing the City's overall corporate identity. The main objectives of the review were to assess alignment of corporate graphic standards and corporate image /messaging, assess consistency and clarity of key messaging, and identify obstacles in the communication processes. Frontline further recommended strategies to enhance the communication products distributed by the City, and strategies to enhance the efficiency of the communication functions within and between various Departments. Recommendations were made in a variety of areas including the level of staffing required to carry out the other recommendations in visual identity, corporate vision, communications policies and procedures, and internal and external communications. Three additional FTEs were recommended and a phased implementation plan was developed and approved by Council in August 2001 to attain the recommended staffing levels. Phase 1 to be carried out in the balance of 2001 would add an additional 4 FTEs, and Phase 2, 1 FTE in 2002. From 2002 through to 2004 the organizational structure of the Division underwent a series of changes to reflect the new roles incorporated from the Frontline audit recommendations. In addition, a contract position responsible for generating sponsorship revenues was created in 2003 and then eliminated when revenues fell well short of expectations. Figures for 2005 indicate no change over 2004. There is one vacant position - the Office and Financial Coordinator - which has been reflected in the staffing model for several years but has never been filled. This position is proposed to be eliminated and the FTE transferred to the CAOs office in 2006 to create a new administrative function for the various sections of the CAOs Department. In addition, the Sport Tourism co -op position (0.5 FTE) will be transferred to Community Services Division in 2006. January 2006 In 2005 the list of services provided in a general sense is similar to those originally set out in 1999. While the FTE count has changed over time, it is currently at 9 (for 2006), which is equal to the original staffing model, but with a much broader scope of work. Both staff and internal customers commented that the workload exceeds the current capacity. At this time no recommendations are made to change the staffing levels. It is felt that narrowing the mandate for the Division to create a greater focus on external communications and less involvement in internal work will reduce the workload. In addition, offloading of tasks not seen as core functions for Communications and Marketing - such as administrative tasks and reducing work which would be better led and carried out by user Departments - should mean the FTE count is appropriate for the services provided. The staffing levels will allow for proactive and strategic communications for the Corporation, beyond reactive communications. Input gathered from staff and customer interviews identified a few areas for improvement with respect to more specific roles and responsibilities. Currently the 2 K -W Tourism staff report to different Managers and this should be changed to provide consistency and a greater sense of team to these staff. In addition, while the Director -2 Managers model is effective given the scope of functions provided and Division of work, the Director role should be more of an oversight and strategic role with less involvement in the day -to -day operations and delivery of work. Currently it is perceived by internal customers that this role is too involved in the specifics of the work and that staff do not have adequate autonomy and authority to make decisions or to authorize work. Anecdotally, when time estimates by job title for sample projects were provided to outside firms for costing purposes, two firms provided the unprompted observation that their highest project managerNP type of role would never be as involved in the specifics of the projects as the City's Communications lead role is. When examining whether a centralized or decentralized model meets the needs of the Corporation it was determined that the centralized function is the best fit. The centralized model fulfills the original 1998 mandate and scope of the Division, with the exception of media training, as well as fulfilling the recommendations of the Frontline audit of 2001. A centralized structure creates consistency in approach, message and image, allows growth in expertise, and is cost - effective through creating economies of scale and reduced duplication throughout the organization. A centralized approach is also shared by most of the Cities contacted for benchmarking purposes. There are no benefits to be gained in dissolving the unit and reverting to a decentralized model. Recommendations: 1. Maintain a centralized Corporate Communications and Marketing function 2. Maintain the current staffing levels and monitor appropriateness in the future given narrower Division mandate 3. Revisit the roles and responsibilities of the Director to make it a more overseeing, strategic and `hands -off position less involved in the day -to -day operations and delivery of work 4. Ensure both Tourism staff report to the same manager. 2.4 Financial Analysis 2.4.1 Budgeted and Actual Expenses The following financial analysis looks at the details behind the budgeted and actual expenses for Corporate Communications and Marketing since inception to indicate what the money is being spent on and how this has changed overtime. It also looks at which line items have been traditionally over or under spent and whether these could be eliminated, reduced or reallocated in up coming budgets. What is the Budget Being Spent On? Although there are several expense categories listed in the budget, the bulk of the proposed 2006 budget can be broken into three main items: • Salaries 82% (including salaries, wages, overtime, benefits, premiums, and standby) • Advertising 12% (including brochures, photography, advertising, promotions, and public relations) • Staff overhead 5% (including parking, memberships, phones, computers, training, conferences, equipment, auto) January 2006 What Has Changed Over Time? The most significant changes to the expenses overtime include the following: • Salaries have increased due to more FTEs and wage increases (refer to Organizational Structure, Section 2.3) • Staff overhead, supplies and advertising have increased in relation to the FTEs however have decreased in 2004 and 2005 due to strict budget control • Addition of software expenses in 2001 ($3K per year) for Macintosh upgrades not supported by computer reserve fund • Trial sponsorship /fundraiser position added in 2003 (did not raise enough funds through sponsorship so was discontinued in 2004) • Addition of Tourism in 2003 (staff and associated costs) • Addition of licensed merchandise in 2003 Budget Accuracy: How are they doing on their budget? When comparing the overall Communications and Marketing actuals vs. budget, they are traditionally over budget, as shown in the chart below (including Leisure and Tourism) with the exception of 2004 and 2005 YTD. The Leisure magazine is a stand -alone publication with its own index code for revenues and expenses, and does not include salaries or other staff costs. It has therefore been separated in this analysis along with Tourism to give a clear picture of the base Communications and Marketing costs. When Leisure and Tourism are excluded, the Division ends up being under budget in 4 out of 6 years. Year Accuracy — excluding Leisure / Tourism Accuracy — including Leisure / Tourism 2000 94% 101 % 2001 117% 119% 2002 106% 104% 2003 97% 103% 2004 97% 92% 2005 88% YTD Dec.7 81 % YTD Dec.7 * Note: percentages greater than 100% indicate actual expenses were greater than budget The table below shows the net figures for budget and actuals each year for Corporate Communications and Marketing Division, including salaries. The numbers are shown again in two ways, both excluding and including the Leisure publication and KW Tourism budget. Excluding Leisure / Tourism Including Leisure / Tourism Budget Actual Variance Budget Actual Variance Please see Appendix D to see the details that make up each line. In 2000, the main driver of the over - expenditure was the Leisure magazine ($40K +) In 2001, the main drivers of the over - expenditure were salaries ($15K +), staff overhead ($6K +), supplies ($6K +), Leisure ($18K +), and advertising ($75K +). In 2002, the main drivers of the over - expenditure were lower than expected sponsorships ($24K -) and co- operative advertising ($22K -). In 2003, the main drivers of the over - expenditure were salaries ($30K +), Tourism which was not budgeted for ($98K +), and sponsorship shortfall ($68K -), offset by under - expenditure in advertising ($138K -) and Leisure ($26K -). The lack of spending in advertising was due to a request from the CAO to curtail spending corporately to balance an over - expenditure in the Community Services Department of $1 M. January 2006 In 2004, the main drivers of the under - expenditure were lower than expected expenses in salaries ($22K -), staff overhead ($8K -), supplies ($8K -), advertising ($15K -), other expenses ($3K -), Tourism ($17K -) and Leisure ($41 K -), offset by lower than expected co- operative advertising revenue ($8K -) and no internal administrative recoveries ($20K -). In 2005, the main drivers of the under - expenditure were lower than expected expenses in salaries ($67K -), staff overhead ($11 K -), advertising ($35K -), Leisure ($43K -) in addition to higher than expected revenues in Tourism ($69K +) and Leisure ($10K +). Note that the 2005 numbers are as of December 7, 2005 only and are likely to change before year -end. It appears that there has been improved financial responsibility and reduced spending in 2004 and 2005 Under/ Over Spending: Which lines have traditionally been over and under spent? The purpose of this analysis is to compare actual expenses to budgets over time to determine if there are line items that are consistently under or over spent which could and should be modified in upcoming budgets. Appendix E shows the variances for each year for the major expense categories, where a positive number indicates that actual expenses were lower than the budget. Typically Under Spent Items: • Staff overhead (including expenses such as parking, memberships, cell phone, phone, long distance, equipment reserve, computer, training, conferences, office equipment and auto expenses) — under -spent all years except 2001; average amount is $9K under budget. The proposed budget for 2006 has already been set $10K lower than the 2005 budget, therefore, there are no additional recommendations for this line item. • Advertising (including brochures, photography, advertising, promotions and public relations expenses) — under - spent all years except 2001 and 2002; average amount is $58K under budget (range is $15K to $137K). The proposed 2006 budget has already been set $8K lower than the 2005 budget. It is not recommended to decrease this line item any further given its importance to the overall operation of the Division and to the Corporation as a whole. • Meeting expenses — under -spent all years except 2003; average amount is $1 K under budget. Immaterial therefore no recommended changes. • Software — under -spent since addition in 2001; average amount is $1 K under budget. Immaterial therefore no recommended changes. • Delivery charges — under -spent all years except 2000 / 2001; average amount is $200 under budget. Immaterial therefore no recommended changes. • Tourism — under -spent in 2004 / 2005 and over spent in 2003 only because it was not budgeted for at all; average amount is $48K under budget however note that 2005 numbers are only YTD. The proposed 2006 budget is set $15K lower than the 2005 budget which seems reasonable. • Leisure — under -spent in all years except 2000 / 2001; average amount is $27K under budget. 2006 proposed budget is set at break -even which is $18K Iowerthan the 2005 budget and looks reasonable. Typically Under Recovered Items: • Revenues (including sponsorships, internal administration recovery, co- operative advertising and unclassified revenues) — under recovered in all years except 2000; average amount is $37K under budget. The 2006 budget is proposed to be only slightly higher than the 2005 and looks to be in line with recent revenues therefore there are no recommended changes. Fluctuating Items: • Salaries (including salaries, wages, fringe benefits, overtime, premiums, standby) — overspent in 2000, 2002, 2003 and under spent in 2001, 2004, 2005. The variances are mainly due to over or under expenditure in part time wages. This line item is used for temporary staffing when the work volume requires it. In 2002 part of the over expenditure was due to salary changes resulting from job evaluation. In 2001, part of the under expenditure was due to a lack of gapping for the vacant positions. The proposed 2006 budget has been set $49K lower than the 2005 budget to account for the one proposed FTE being transferred to the CAO's office. No other changes are recommended. • Supplies (including office supplies, copy paper, printing) — overspent in 2001, 2002, 2003 and under spent in 2000, 2004, 2005. • Licensed merchandise — over spent in 2003, 2005 and under spent in 2004. • Miscellaneous expenses — over spent in 2000, 2003, 2004 and under spent in 2001, 2002, 2005. January 2006 This budget analysis indicates that although there are some items which did have trends of over and under spending, the amounts were either immaterial and not enough to warrant any changes to the budget or already addressed in the proposed 2006 budget. There were also several line items that fluctuated between being over and under spent, which are therefore difficult to predict what will happen in the future. Based on this analysis is it recommended to keep the 2006 budget as prepared and proposed for Administrative review. 2.4.2 Corporate -Wide Communications and Marketing Spending: The creation of the Communications and Marketing Division was driven in part by the premise that by centralizing all communications and marketing activities there would be cost savings and efficiencies gained across the Corporation. On review of the total Corporation's expenses related to these activities, there is no evidence of cost savings as the scope of activities has grown with the creation of the centralized Division. In addition, there is more demand from internal Divisions than previously — in the decentralized model not all Divisions had access to communications and marketing support and thus would forgo this type of activity if they did not have budget to purchase the services externally. Other Divisions also continue to hire external firms for some of their communications and marketing needs. Through the customer interviews it was found that this is due to four main reasons. 1. Workload: there is the perception from customers that the Division has too much workload and will not have time to take on new projects 2. Timeliness: most projects must receive final approval from the management team which often impacts the timeliness of the completion of the project due to their busy schedules. Other Divisions feel they could get faster turnaround from an outside firm 3. Quality: there is sometimes a perception from customers that they will get better quality by going to an external firm 4. Specific Disciplines: work is outsourced for functions not within the scope of expertise available internally e.g., photography, videography, market research In addition to the customer feedback that was gathered, an analysis was also done on the total communications and marketing dollars being spent across the corporation over time. The charts below show the overall trend in spending over time as well as the breakdown of those costs into these main users: Communications and Marketing Division, Utilities Division, Leisure Magazine, Tourism, and all other internal Divisions. One would expect that with the creation of the Division the expenses in the other Divisions would decrease while Communications and Marketing expenses increased, but with an overall net savings for the Corporation. As shown in the bar graph below, although the expenses in other Divisions did decrease while Communications and Marketing expenses increased, there was no net savings to the corporation. Utilities spending has remained relatively constant overtime, with the majority of the spending going toward a contract with Quarry Communications for many of their communications and marketing needs. Utilities does also access the services of the internal Communications and Marketing Division when it makes sense in terms of project scope, type of work, and deadline requirements. The grant provided for Tourism prior to 2003 was similar to the net expenses of the Tourism section today. The overall spending increase for the corporation can be explained by an increase in scope and demand for services which would drive more supply, advertising and promotions costs, as well as increasing wage and supply costs over time. In 2003 there was a direction from the CAO to curtail spending corporately due to an over - expenditure in the Community Services Department which explains the decrease in overall spending that year. Similarly, in 2004 $100 K was cut from the total corporation communications and marketing budget which further explains the decrease in spending that year. January 2006 Total Communications & Marketing Spending 2,500,000 a. 2,400,000 N 2,300,000 N L 2,200,000 p° 2,100,000 2,000,000 1,900,000 1999 2000 2001 2002 2003 2004 2005 YTD Year Total Communications & Marketing Spending Includes spending across the entire corporation. Communications & Marketing Spending 3,000,000 2 ,500,000 77777777T7 Communications & Marketing ® Other divisions 2,000,000 f 843,194 ❑ Utilities a� N 1,500,000 Ln 887,562 Leisure Magazine ❑Tourism 1,000,000 61,771 35,411 23,900 o - 15,498 Tourism Leisure Magazine 500,000 168,500 146,260 98,437 228,411 140,360 Utilities ® Communications & 303,992 395,611 . >. Marketing - 500,000ti" �O Year Total Communications & Marketing Spending Includes spending across the entire corporation. Notes: 1. These expenses include salaries, benefits, staff overhead, supplies, and advertising costs. 2. The 1999 Communications & Marketing figures include the salaries and benefits for the 5 Parks and Recreation FTEs. 3. The Tourism line includes the grant up to 2002, and the net section expenses from 2003 onwards. January 2006 17 1999 2000 2001 2002 2003 2004 2005 YTD Communications & Marketing 440,492 535,629 691,434 843,194 1,065,606 770,175 887,562 Leisure Magazine - 39,815 61,771 35,411 23,900 9,445 - 15,498 Tourism 180,500 180,500 168,500 146,260 98,437 228,411 140,360 Utilities 274,841 303,992 395,611 336,278 410,883 399,040 394,416 Other divisions 1,185,859 1,081,939 808,488 1,053,246 643,712 756,724 897,302 Total spending 2,081,693 2,141,875 2,125,803 2,414,388 2,242,538 2,163,795 2,304,142 Notes: 1. These expenses include salaries, benefits, staff overhead, supplies, and advertising costs. 2. The 1999 Communications & Marketing figures include the salaries and benefits for the 5 Parks and Recreation FTEs. 3. The Tourism line includes the grant up to 2002, and the net section expenses from 2003 onwards. January 2006 17 Recommendations 1. Make no changes to the proposed 2006 budget. 2. Empower staff to oversee and approve their own work. Since it is still a good idea to have a second set of eyes review completed projects for errors or omissions, this task could be done easily through peer reviews rather than needing management approval on all projects. There will still be some high profile projects which may require management approval but this new process will help to improve the turnaround time and customer service provided. 3. Include facts about the cost effectiveness of using the Division rather than external firms in the communications plan regarding the mandate and scope. A clear guideline as to when staff should and should not use the Division will help customers. The ultimate choice should still rest with the customer, based on project scope and available budget— it should not be dictated that they have to use the Division's services. 2.4.3 External Cost Comparison In an effort to determine the value for money that the Corporate Communications and Marketing Division provides, an external cost comparison was done using two different approaches. The first approach was an examination of hourly rates for the various staff positions within the Division compared to four external firms. The external hourly rates were taken from proposals submitted to the City in 2002 in response to a Request for Proposal (RFP) for Kitchener Utilities marketing and communications work. The internal rates were calculated to include salary, benefits, variable Division overhead such as computer and phone charges, and corporate overhead allocations for such things as heat, electricity and water, and corporate services. Complete calculations can be found in Appendix F. The following chart shows a summary of the findings. Note that the "other roles" listed under the external firms are performed by the existing roles at the City in addition to their specified roles. Also note that the external rates were as of 2002 and have likely increased since then. January 2006 General Comparison of Hourly Rates ($) Firms: 2002 Rates 2005 Rates Position Title A I B I C D J Management High Low Average External Firms President 75 125 80-100 90-200 Director 75 65� 140 " Marketing Manager 65 90 Communications High Low Average External Firms Media Planner / Public Affairs 75 100 80-100 90-200 Senior Public Affairs Officer� 75 65� 140 " Marketing Associate 65 90 Marketing & Comm Assistant 125 90 Marketing High Low Average External Firms Copy Writer 75 100 80-100 110', Graphic Designer 75 65� 140 " Senior Graphic Designer 65 Other Roles High Low Average External Firms Strategy Analyst 45 100 City of Kitchener 80 Project Mgmt / Strategy 48 Average Savings per hour 140 150 Account Co- ordinator 65 Art Director 125 90 Web Developer 125 Computer Graphics 95 Creative Development 120-150 135 Production Co- ordination 90 70 Hourly Rate Ranges Based on the above hourly rate analysis, it is clearthat it is more cost effective to use internal staff ratherthan hire external professionals in the same roles. The second approach to compare costs was to have four different external firms provide estimates in terms of dollars and / or hours relating to four specific and four general projects that the Division has completed in the past. These estimates were compared to the actual time and dollars spent by the City to complete the projects in- house. Internal dollars were calculated using the hourly rates from above applied to the hours spent by staff members for each project. A summary of the costs is shown below. For the complete chart showing hours please see Appendix G January 2006 High Low Average External Firms 150 451 100 City of Kitchener 80 401 48 Average Savings per hour 52 Based on the above hourly rate analysis, it is clearthat it is more cost effective to use internal staff ratherthan hire external professionals in the same roles. The second approach to compare costs was to have four different external firms provide estimates in terms of dollars and / or hours relating to four specific and four general projects that the Division has completed in the past. These estimates were compared to the actual time and dollars spent by the City to complete the projects in- house. Internal dollars were calculated using the hourly rates from above applied to the hours spent by staff members for each project. A summary of the costs is shown below. For the complete chart showing hours please see Appendix G January 2006 Comparison of External Costs to City of Kitchener Costs Specific Projects Annual Report Creation of Logo and guidelines Guelph St. Park issue management New Market launch and marketing plan General Projects Posters (11 X 17 - 4 colour) Newspaper ads (1/2 page black & white) Brochures (11 X 17 centre fold, double sided, 4 colour) Flyers (1 page, single sided, black font on coloured paper, may include graphics but no photos) Cost ($) N/A Firms 5,399 3,105 Kitchener A B C D N/A 31,000- 50,000 46,403 23,000 6,645 N/A 25,500- 36,000 31,850 23,805 45,026 20,822 N/A 21,763 N/A 17,138 N/A 28,000- 40,000 25,503 11,500 17,030 N/A 2,500 -5,000 5,399 3,105 146 -1,176 N/A 2,500 -4,000 2,643 2,415 99 -220 N/A 4,200 -7,500 7,217 4,140 280 -1,547 N/A 2,200 -3,200 1,660 1,610 44 -191 Based on the above data, in most cases it is much cheaper to perform the work in- house. There are two exceptions to this. First, Firm D appears to have underestimated their charge for the New Market launch when compared to the other firms which may be due to a lack of understanding in terms of what was involved in the project. Second, City of Kitchener cost to create the logo and guidelines came in much higher than the external firms. Actual costs outlaid were only $5000, however there was considerably more staff time invested in this project. Comments from the firms indicated that they felt for the most part that it was beneficial for the City to have in -house expertise. This is due to the amount of time required for an external firm to research the project, gather relevant data and customer specifications, and then perform the work. In the case of in -house expertise, there is a lot of time savings in the information gathering and research phases as they will generally have some knowledge of the topics and general knowledge of the corporate messaging requirements. When looking at the results of both of the above costing comparisons, from a purely financial perspective it is cheaper to maintain the services in- house. The point that can be debated is the quality of work that you get from an external firm vs. in- house staff. The in -house staff are highly qualified and have produced award winning quality products in the past. However, they themselves have mentioned that due to workload issues they don't always have enough time to put the proper effort into some projects. It can be argued that an external firm would have the time to do a superiorjob. However, the increased cost does not necessarily outweigh the increased quality. Operating in the public sector environment, it is important for the City to get its messages out to the public in a consistent and professional manner, however, it doesn't necessarily need to be at the highest level of quality. In fact, taxpayers may balk at the idea of their tax dollars going to advertising and communications. In conclusion, the evidence points towards maintaining the core services in- house. External firms could be used in emergency situations should workload or quality become an issue. 2.5 Customer Service One element of the review scope was to determine the key customer groups and whether they are getting the services and level of service that they require. The customer groups can be generally classified as all City Departments and the Mayor and Councillors. To get a sense of whether customers are receiving the services and level of service they require, interviews with 25 internal customers across all sections and various levels of the Corporation were done, as well as interviews with 6 members of Council. Staff representatives were interviewed from virtually all Divisions of the organization who were identified by their General Manager as having a good knowledge and experience with Corporate Communications and Marketing, and who could be seen as key users of their services. These staff were interviewed as internal customers or clients of Communications and Marketing to get a sense of their understanding of the Division and services provided, the importance of those services to them, their characterization of the customer service provided, their relationship with the Division, its benefits to them and the Corporation, as well as some challenges or areas for improvement. January 2006 Customers noted the following as strengths and benefits of the Division: expertise and diversity of talent; committed, professional and friendly staff; award- winning quality product; knowledge and expertise in communications, issues management and media relations. Several customers noted that the work of the Division translate into meaningful and measurable benefits in public relations. The ability to accommodate last- minute requests and emergency or crisis communications were also noted favourably. When asked how important the services of Communications and Marketing were to their Division, responses ranged from not at all important to critical, with most noting the services as important or quite important. User Divisions with a more internal focus tended to assess the services as not as important as those areas which have a larger public interface, such as the Divisions of Community Services. Customers were asked to comment on what they feel should be the focus of services provided by a municipal communications and marketing Division, and most emphasized communicating City business, decisions of Council and improving how the City is portrayed in the media as key roles. Several customers felt the Division has grown over time to include more functions and roles than what was originally intended, and that in turn those original intentions have been compromised. A number of customers commented that the communications and public affairs components are key and that marketing is secondary, and could be either dispensed with or done by others. This input was considered in the development of a proposed mandate included in Section 2.2.2 of this report. While not asked specifically, customers offered varying opinions on the role of the Division in internal communications — several felt they should lead it, others felt this was not their role but that it is incumbent upon each operating area to understand and improve communication with staff, while still others felt if it is done collaboratively then there could be benefits. There is a need for this aspect of the Division's role to be clarified. Further, there is confusion on the Division's involvement with internal projects, with some customers noting that when originally created, the Division's focus seemed to be on external communications, yet has evolved to encompass everything - including design of all posters, flyers and pay inserts for staff communications purposes - which in turn has led to a huge increase in workload and lack of responsiveness. Some areas customers noted for improvement include: variability in performance — inconsistent level of service provided throughout the Corporation; timeliness of delivery of projects due to a lengthy approval process; timeliness for new or larger initiatives. The Division is also seen by many customers to be inflexible and reactive in many ways. Customers felt that there is too broad a scope for the current staffing, with several commenting that the Division is trying to be "all things to all people ". The Division is perceived by some to not be inclusive or valuing user Divisions' input into projects where they have expertise in areas such as community involvement, public participation and marketing. Customers expressed concern for the staff due to both the workload and the perception of a difficult working environment, and concern that the City has lost valuable and talented employees in the past and that this might continue if the workload and other issues are not addressed. Input from customers indicates variability in both the understanding of the scope of services provided by the Division, and in performance of the Division corporate -wide. Performance and success in the various service elements was rated very high by customers in some areas, and rated very low by customers in other areas. There is a lack of information about the entire scope of services provided and available from the Division, and there seems to be a need to manage expectations around turnaround times, volumes of work and the level of service provided corporately. Policies, procedures and expected turnaround times are not well understood within the Corporation. The procedure for making a request is in many cases informal or customers go to the individual they are most familiar with. This is not necessarily a weakness, it might be a best means to access the services. Priorities and lack of clarity around them was a significant area noted by customers. Comments were received that while the Division is good with last- minute and emergency type projects, that longer -term, larger initiatives seem to have trouble getting off the ground, for example, some customers mentioned media training and communications plans for larger projects /entire Departments. In these cases customers felt there was some initial conversation, and then the projects seemed to fall secondary to other priorities. The key point here is that there is not well- understood rationale of what takes precedence, and some customers felt that it is a matter of personal preference on the part of Divisional staff what takes priority. Several customers questioned the City's Communications function being involved in larger community projects e.g., Drive to Stay Alive, at the expense of what they feel is the core function of communicating the City's message and marketing the City and its programs. Some customers noted that while the Division has won significant awards for their work, they questioned if this had been done at the expense of other endeavours. There is disagreement on whether or not the Division should provide service to affiliated groups to the City. Several customers indicated that services should be provided to arms - length groups, while others felt the focus should be solely on City functions, issues, and programs. January 2006 There is also a lack of understanding on a fundamental level of the image of the City with several customers feeling that the City is being marketed as the image of how a few would like it to be, rather than how it really is. And there is little understanding of what market and other research went into decisions on how to brand the city, i.e., is Kitchener big City, mid -size City or small -town, and how was the branding approach determined? Customers were also asked to complete a numerical ratings exercise to assess both the desired priority of various service elements, and the Division's current performance in those areas. These ratings included such things as communications knowledge /expertise, marketing knowledge /expertise, understanding the customer's business, listening to needs, timeliness, follow -up, and clear /consistent communication of new initiatives. Staff of the Division also completed this same exercise which allowed for a gap analysis on both the priorities assessment and current ratings in order to see where the differences in perceptions are between the two groups. A full analysis of the ratings exercise and gap analysis is included in Appendix H. The gap analysis between priorities and current success rating between customers and staff is illustrative of a few key differences in perception, and only significant gaps (wider than average) are noted here. In terms of priorities, that Communications and Marketing have a consultative approach and follow -up with customers were both given a higher priority by customers than staff. Communication on new initiatives and educating the customer were rated a higher by staff than customers. In rating current performance, customers perceived the following as lower than how staff rated the Division: value for money, marketing knowledge /expertise and responsiveness/timelines. Six members of City Council were interviewed to provide input for this review. Overall their comments echoed many of the same thoughts gathered from staff and customers, including improving the City website to be more informative and easy to navigate by the public, and implementation of media training. Council had specific suggestions which were unique from the customers. Council would like to see decreased lead time between gathering Councillors' quotes for publications like Your Kitchener and actual publication in order to make the contents more relevant and time sensitive. Another item was to ensure consistent branding of all services across the Corporation including enterprises, specifically Golf Courses and Kitchener Utilities which have been branded separately and distinctly from the City in the past. Dedicating a single staff contact within the Division to work from start to finish on Council projects to better protect confidentiality was also suggested. The Division and its reputation are at risk given the current areas for improvement, and gaps between customer and staff perceptions. This could lead to Departments undertaking communications and marketing work on their own, through outside companies, or failing to engage any services where communications or marketing is essential. The ultimate results of any of these decisions could include inconsistent messaging across City, inferior quality communications and marketing, or lack of information being provided to the public. This poses a risk to the City's image. Recommendations 1. Education of customers as to services available, how to access the Division, processes, and the value provided by the Division 2. Refocusing of energies to close gaps in priorities between customers and staff, and to improve performance in these areas 3. Develop clear parameters on how the Division's priorities are set and communicate these corporately 4. Clarify the role of the Division in internal communications both in terms of services provided from a design standpoint, i.e., must internal Divisions use the Corporate Communications and Marketing Division, as well as the larger initiative of improving staff communications amongst Divisions and locations — refer to Mandate section 2.2.2 for more comments and recommendations on this topic. 5. Investigate strengthening of City of Kitchener image in relation to specific enterprise units such as Golf Courses and Kitchener Utilities which are perceived as disconnected from the City brand 6. Develop a method for measuring the effectiveness of communications and marketing products to ensure they are meeting customer expectations and reaching the target audiences. 7. Investigate implementing the Council specific recommendations. January 2006 Z6 Media Releases The Audit Committee had questioned whether we are sending out too many media releases and whether they are effective or not. Media releases were therefore looked at in detail to determine their effectiveness for both external media outlets and internally for staff. A three - pronged approach was used in this analysis. First, media releases created in 2005 were examined to determine the percentage that was picked up by media outlets and to what extent the content was used. Second, three media outlets were interviewed to get their thoughts on the effectiveness of the releases and what improvements could be made. Third, comments from the recent internal Communications survey and focus groups were reviewed. 2005 Media Releases: In looking at the total number of media releases, the quantity has increased steadily from a total of 74 in 2002 to a peak of 199 in 2004. A slight decrease has occurred in 2005 due to the elimination of snow and ice warnings. For 2005, 24% of releases related to special events (when and where they are happening), while Council decisions (15 %), CSD facility openings /closing /programs (10 %), new large projects (10 %) and requests for public input (10 %) rounded out the top 5 topics. The list of 2005 media releases (104 in total as of September) was cross - referenced to the Record clippings kept by the Communications and Marketing Division to determine how many were reported on in the newspaper. Based on this test, 23% of the releases had related stories. However, this number may be artificially low as some clippings may have been missed in the scrapbook or some of the releases may have been picked up in the community events listings rather than having a news story printed. Communications and Marketing staff maintain a tracking spreadsheet with details of each media release and which media outlets picked up the story. According to this listing, which includes TV and radio in addition to the Record, 56% of releases were picked up by the media. Media Interviews: Contacts from The Record, 570 News, and CKCO -TV were interviewed to gather their perceptions on the effectiveness of the City's media releases. A general theme was that they do not mind getting a lot of releases and would prefer to filter them themselves rather than having the City pick and choose which ones to send to them. Although the text of the media releases is not usually used word for word, they serve as tip sheets to help the media develop or follow up on stories. Even if the release is not used for a main news story, often the details will be used in Community Events listings or mentioned on- air, for example the dates and times of special events or public meetings /open houses. All media representatives contacted felt the content of the releases was extremely helpful although one source felt they would be more useful if the format was altered to include the basic facts such as the topic, dates and contact names at the top followed by the detail. For the most part the content was felt to be impartial and not value laden. It was noted that the media releases provide a clear indication of what issues are important to the City, and what themes and priorities are emerging. One other suggestion relating to media releases was to ensure that the listed contact people are available for comment immediately after the release is faxed to the media outlets. Two of the outlets have had trouble contacting the City for further clarification in the past. Timeliness in general was felt to be a crucial part of media releases, both in terms of receiving the original release and in terms of being able to follow up on the details. Internal Survey and Focus Group Results: According to the results of the recent internal Communications survey, media releases were ranked by staff as the most effective way to communicate with the public. 91 % of all respondents indicated that media releases were either very effective or somewhat effective, while only 4% indicated they were not effective at all. Comments gathered during subsequent focus groups indicated that roughly half of the staff enjoyed receiving the media releases themselves. They felt that the releases provided them with information about ongoing initiatives or events happening throughout the City, and further that if a media release didn't interest them personally, it likely was of interest to others. However, the other half of employees felt there were too many media releases and often would end up deleting them without reading them. A suggestion was made to create a distribution list which staff could subscribe to if they wished to receive the media releases. January 2006 Based on the research above, it is clear that the media releases serve two very important functions — informing both staff and media outlets about what is happening and what is important to the City. They should continue to be used for this purpose going forward and no changes should be made to the quantity produced. Recommendations: 1. Continue to distribute media releases both externally and internally. 2. Continue sending media releases to all staff via `All Departments' emails rather than a subscriber list. This ensures all staff are equally informed about important decisions, events and issues, and also see the key themes of importance to the organization. Although some staff prefer not to receive them, they should be more engaged in what is happening across the City. Even if all employees don't read the release, they will hopefully at least see the headlines and then have a choice to read further or delete. 3. Analyze the effectiveness of the media releases going forward to determine the amount being picked up by media outlets and continue to monitor whether they find them useful or not. 4. Create a better method of tracking media stories. The current method of clipping the Record articles and pasting them in a scrapbook is prone to omissions and is a very time consuming process. If in fact the articles are referenced, they could be captured electronically from the online version of the Record and pasted in a database that can utilize a keyword search. 5. Send all media releases to all media outlets and allow them to filter them themselves. (Specifically 570 News felt they were being missed on some of the larger news stories). 6. Investigate inclusion of key facts are at the top of the media releases for easy viewing, i.e., topic, dates, times, contact name and number. 2.7 Publications One element of the scope of this review was to provide a current listing of publications created and published by Corporate Communications and Marketing: Although there doesn't appear to be any overlap in the above publications, it has been noted that perhaps there is some duplication between the Your Kitchener publication and the various Neighbourhood Association newsletters. Recommendations: 1. Investigate whether there is any overlap between the publications in terms of content, timing and target audience, specifically between Your Kitchener and Neighbourhood Association newsletters. 2. Evaluate the cost - benefits of delivery of Your Kitchener to each household; this publication was praised by a number of internal customers as an excellent quality means to communicate the City's message with the public. However it currently only is delivered to households with a subscription to the Record newspaper. 3. Investigate the use of a common page in the local newspaper to highlight any and all City communications including statutory public advertising requirements, other public notices and upcoming events. Other Cities have adopted this practice and advise the page has a consistent location in the paper, a common look and feel and becomes known to readers as the place to go in the newspaper for information about the City. January 2006 Publication Frequency of Publication 1 Best of Times (Seniors Newsletter) Produced 4 times per year (Jan,Apr,Jul,Oct) 2 Leisure Produced 4 times per year (Jan,Apr,Jul,Oct) 3 Evolution (Downtown Newsletter) Produced monthly (3r week of the month) 4 Your Kitchener (City -wide Newsletter) Produced 6 times per year (Feb,Apr,Jun,Aug,Oct,Dec) 5 Access Files (Newsletter for persons with a disability) Produced 3 times per year (Mar,Jun,Nov) 6 Annual Report Produced 1 time per year (May / Jun) 7 KW Tourism Guide Produced 1 time per year (Feb) 8 Little Black Book (resource for youth) Produced 1 time per year (Nov) 9 City Talk (Staff Newsletter) Produced 5 times per year (Feb,Apr,Jun,Sep,Nov) Although there doesn't appear to be any overlap in the above publications, it has been noted that perhaps there is some duplication between the Your Kitchener publication and the various Neighbourhood Association newsletters. Recommendations: 1. Investigate whether there is any overlap between the publications in terms of content, timing and target audience, specifically between Your Kitchener and Neighbourhood Association newsletters. 2. Evaluate the cost - benefits of delivery of Your Kitchener to each household; this publication was praised by a number of internal customers as an excellent quality means to communicate the City's message with the public. However it currently only is delivered to households with a subscription to the Record newspaper. 3. Investigate the use of a common page in the local newspaper to highlight any and all City communications including statutory public advertising requirements, other public notices and upcoming events. Other Cities have adopted this practice and advise the page has a consistent location in the paper, a common look and feel and becomes known to readers as the place to go in the newspaper for information about the City. January 2006 3.0 Conclusion The comprehensive review of the Corporate Communications and Marketing Division included various methods of collecting data including interviews, research, testing, benchmarking and analysis. The findings confirm the value that the Division provides to the Corporation and validates their existence. Not only is the work that the Division performs cost effective, but it is also valued by their customers. Recommendations included in this report focus on ways to improve customer service and streamline the entire process. There is no indication that staffing or funding should be cut from this Division. January 2006 Appendix A: Communications Review - Scope (From Audit Committee meeting of July 4, 2005) Financial Review • Review current and past actual costs compared to budgets, and related financial practices, to see if there are any line items which have been traditionally under spent or overspent that could be eliminated, reduced, or reallocated in up coming budgets. i.e. how are they doing vs. their budget? • Compare costs incurred today vs. when this division was first set up — what has changed, been added, or deleted and ultimately what is the money being spent on. This includes comparing the costs of the original decentralized structure (services provided from within the other departments), the initial costs of providing centralized services within the Communications division and the current costs. Services Provided • Determine who the key customer groups are and whether they are getting the services and level of service they require. • List all services currently provided and compare to the services originally offered when the division was created, including level of service provided. • List all publications put out by Communications • Perform a SWOT analysis (strengths, weaknesses, opportunities, threats). • Determine whether press releases are valuable and whether there are too many of them. • Determine what "communications" type activities or services are being carried out by other departments or outside firms currently and whether it is more economical to perform the services within Communications. External Comparison • Compare the cost of similar external services to the internal costs to determine if providing the service internally is cost effective. Organizational structure • Review the current staff complement compared to what it was when the division was created (including how many staff were required in the decentralized structure and how many staff were originally transferred over to the new Communications division). Relate this to the list of services provided then and now. • Determine if this is the best structure and amount of staff to accomplish the mandate; i.e. validate whether a centralized structure (vs decentralized within departments) is the best structure. Mandate • Compare the mandate of the division when it was first created with what the staff feel is the mandate today. • Review the strategic goals and determine if they are in alignment with the corporate plan. • Analyze whether the current services help achieve the strategic goals and if not, whether there is a valid reason for providing the service. 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Salary shows the upper range for the grades as per the org chart and 2005 salary grid 2. Benefits is 27% of the salary amount 3. Variable Overhead is calculated as follows: Total Communications overhead 2005 budget = $57,115 Per staff (based on 12 staff) _ $4760 / year Per staff per hour = $3.55 / hr (based on 1339 productive hours) Variable Overhead includes all Communications expenses other than salary, wages, benefits and any specific supply costs such as photography, brochures, etc. 4. Fixed Overhead is calculated as follows: Total 2005 Budget for overhead = $2,056,183 Overhead per sq.ft = $9.56 (based on 215,081 sq.ft for City Hall) Plus rent allocation = $9.46 / sq.ft. Total overhead allocation = $9.56 + $9.46 = $19.02 / sq.ft Communications area = 2002 sq.ft Commnications overhead = 19.02 X 2002 = $38,078 Overhead per person = 38078 / 10 = $3808 (omit 2 tourism staff) Overhead cost per hour = 3808 / 1339 = $2.84 Overhead includes heat, water, electricity, security, taxes, maintenance salary /variable overhead for Facilities staff, allocations for corporate services such as Legal, HR, IT, Purchasing, and rent allocation. Hourly Rate Ranges High I Low JAverage External Firms 1 1501 451 100 City of Kitchener 1 801 401 48 Average Savings per hour 52 Productive Hours: Total hours Firms: 2002 Rates less vacation 35 hrs /wk X 3 wks 105.00 Other Roles 7 hrs /day X 7 days 2005 Rates Position Title A B C D Kitchener 7 hrs /day X 1 day Variable Subtotal Fixed Ifi(wli less non - productive time 15% of at -work hours 140 Hourly rate Benefits Overhead Overhead 65 Management Art Director 125 90 President Web Developer 125 Computer Graphics Director Creative Development 58 15.66 3.55 !° 2.84.(? Marketing Manager 70 40 10.80 3.55 54,E 2.84 7 Communications Media Planner/ Public Affairs 75 90-200 28 7.56 3.55 :1 f 2.84, ° Senior Public Affairs Officer 33 8.91 3.55 45.E 2.84 41. Marketing Associate 90 Marketing & Comm Assistant 28 7.56 3.55 g 17 2.841 Marketing Copy Writer 75 80-100 110 28 7.56 3.55 .'t 1 2.84(1: Graphic Designer Senior Graphic Desianer 75 65 27 30 7.29 8.10 3.55 3.55 ' .$ . _ 2.84 2.84 40 �U: For the Total Kitchener Hourly Rate: 1. Salary shows the upper range for the grades as per the org chart and 2005 salary grid 2. Benefits is 27% of the salary amount 3. Variable Overhead is calculated as follows: Total Communications overhead 2005 budget = $57,115 Per staff (based on 12 staff) _ $4760 / year Per staff per hour = $3.55 / hr (based on 1339 productive hours) Variable Overhead includes all Communications expenses other than salary, wages, benefits and any specific supply costs such as photography, brochures, etc. 4. Fixed Overhead is calculated as follows: Total 2005 Budget for overhead = $2,056,183 Overhead per sq.ft = $9.56 (based on 215,081 sq.ft for City Hall) Plus rent allocation = $9.46 / sq.ft. Total overhead allocation = $9.56 + $9.46 = $19.02 / sq.ft Communications area = 2002 sq.ft Commnications overhead = 19.02 X 2002 = $38,078 Overhead per person = 38078 / 10 = $3808 (omit 2 tourism staff) Overhead cost per hour = 3808 / 1339 = $2.84 Overhead includes heat, water, electricity, security, taxes, maintenance salary /variable overhead for Facilities staff, allocations for corporate services such as Legal, HR, IT, Purchasing, and rent allocation. Hourly Rate Ranges High I Low JAverage External Firms 1 1501 451 100 City of Kitchener 1 801 401 48 Average Savings per hour 52 Productive Hours: Total hours 35 hrs /wk X 52 wks 1,820.00 less vacation 35 hrs /wk X 3 wks 105.00 Other Roles 7 hrs /day X 7 days 49.00 less stat holidays 7 hrs /day X 12 days Strategy Analyst 45 7 hrs /day X 1 day 7.00 Subtotal Project Mgmt / Strategy less non - productive time 15% of at -work hours 140 150 Account Co- ordinator 65 Art Director 125 90 Web Developer 125 Computer Graphics 95 Creative Development 120-150 135 Production Co- ordination 90 70 For the Total Kitchener Hourly Rate: 1. Salary shows the upper range for the grades as per the org chart and 2005 salary grid 2. Benefits is 27% of the salary amount 3. Variable Overhead is calculated as follows: Total Communications overhead 2005 budget = $57,115 Per staff (based on 12 staff) _ $4760 / year Per staff per hour = $3.55 / hr (based on 1339 productive hours) Variable Overhead includes all Communications expenses other than salary, wages, benefits and any specific supply costs such as photography, brochures, etc. 4. Fixed Overhead is calculated as follows: Total 2005 Budget for overhead = $2,056,183 Overhead per sq.ft = $9.56 (based on 215,081 sq.ft for City Hall) Plus rent allocation = $9.46 / sq.ft. Total overhead allocation = $9.56 + $9.46 = $19.02 / sq.ft Communications area = 2002 sq.ft Commnications overhead = 19.02 X 2002 = $38,078 Overhead per person = 38078 / 10 = $3808 (omit 2 tourism staff) Overhead cost per hour = 3808 / 1339 = $2.84 Overhead includes heat, water, electricity, security, taxes, maintenance salary /variable overhead for Facilities staff, allocations for corporate services such as Legal, HR, IT, Purchasing, and rent allocation. Hourly Rate Ranges High I Low JAverage External Firms 1 1501 451 100 City of Kitchener 1 801 401 48 Average Savings per hour 52 Productive Hours: Total hours 35 hrs /wk X 52 wks 1,820.00 less vacation 35 hrs /wk X 3 wks 105.00 less sick time 7 hrs /day X 7 days 49.00 less stat holidays 7 hrs /day X 12 days 84.00 less floater 7 hrs /day X 1 day 7.00 Subtotal 1,575.00 less non - productive time 15% of at -work hours 236.25 Total productive hours 1,338.75 U) @ 0 U � c @ s Y 0 : U R � @ 0 U � c � x W 0 c 0 An % � § 0 U � � � c @ CL CL « )\ E 0 2 {7 ) f)g \_\ mffff Q « < < 2222 o ee e e o\m \ ƒ/ \\] a ) «_< \ @ƒ _ § @ � E - __\ 2t0 cz C \� }/ ° G > _ \\\ D 0) @ /\t \/ /\ 2 %_% 7 �s s7 \ \/ c \± = §e §\ƒ \2 E_ \ o j 22} ` �§6 \ \Nk 7 � §G� �2 Eo 2 0� ° o 2 2 J x \\ �E \/\ • x n _ '022/ / / �� /\ ƒ /2 \ �28 = =? } _/_ �G® } }0 X22£§ $ 2@ �2, 2 22 /:D- 22\// 0 $} /i\ES@ Appendix H: Gap Analysis - Staff and Internal Customer Priorities Assessment and Current Success Ratings VALUES RANKING PRIORITY GAPS Staff Customer Gap Staff Customer Gap 1. Understanding the Customer's Business 8.78 8.32 0.46 7 6 1 2. Listens & Analyzes Needs 9.00 8.76 0.24 5 2 3 3. Communications Knowledge / Expertise 9.44 8.76 0.68 1 3 -2 4. Marketing Knowledge / Expertise 9.11 8.46 0.65 4 5 -1 5. Responsiveness / Timeliness 9.22 8.72 0.50 2 4 -2 6. Consultative / Collaborative Approach T. ti. `; '( , 7. Proactive Approach 8.22 7.71 0.51 9 12 -3 8. Friendly, Helpful 7.56 8.00 0.44 14 10 4 9. Satisfactory Outcome for Customer 8.88 9.08 0.21 10. Fallow -up with Customer 7.78 7.00 0.78 13 15 -2 11. Cost Effective / Value- far -Money 8.22 7.96 0.27 10 11 -1 12. Accessibility/ Availability 8.44 8.28 0.16 8 8 0 13. Clear, Consistent Communication on new /planned initiatives 1.1v 1+ Q ' ; . `. .. . .. . . 14. Clear, Consistent Policies /Processes 8.11 7.68 0.43 12 13 -1 15. Education of Customer (by Communications) ,1{1' 11 14 -3 MEAN 8.50 8.15 0.54 MEDIAN 8.44 8.28 0.50 STANDARD DEVIATION 0.63 0.60 0.27 Iti ii igriNicr�t gaps VALUES RANKING RATING GAPS Staff Customer Gap Staff Customer Gap 1. Understanding the Customer's Business 7.60 7.44 0.16 8a 2. Listens & Analyzes Needs 7.60 6.88 0.72 9 10 -1 3. Communications Knowledge / Expertise 8.60 8.28 0.32 1 1 0 4. Marketing Knowledge / Expertise.tT 46, 5. Responsiveness /Timeliness K 6. Consultative / Collaborative Approach 6.70 7.12 0.42 10 7 3 7. Proactive Approach 6.10 6.54 0.44 13 11 2 8. Friendly, Helpful 7.80 7.96 0.16 9. Satisfactory Outcome for Customer 8.00 7.28 0.72 5 4 1 10. Fallow -up with Customer 5.40 5.84 0.44 14 15 -1 11. Cost Effective / Value- far -Money !' «1t 2 5 -3 12. Accessibility/ Availability 7.80 7.16 0.64 7 6 1 13. Clear, Consistent Communication on new /planned initiatives 6.67 6.32 0.35 11 12 -1 14. Clear, Consistent Policies /Processes 5.00 5.96 0.96 15 14 1 15. Education of Customer (by Communications) 6.11 6.28 0.17 12 13 -1 MEAN 7.26 6.94 0.66 MEDIAN 7.60 6.96 0.44 STANDARD DEVIATION 1.19 0.68 0.47 0 ick± i nl c rat p