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AWWA JTMGT64441

M00000592

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AWWA JTMGT64441 A "Do It Yourself" Strategic Planning Case Study

Conference Proceeding by American Water Works Association, 02/01/2007

Danielson, Todd

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Today's public utilities face many contemporary issues such as the impending "braindrain" as a result of boomer generation retirements, potential privatization, increasedexpectations of customers, and escalating costs for infrastructure materials and labor.Meeting these challenges requires proper planning. For a utility, proper planning startswith strategic planning. Realizing the inherent benefit, Loudoun County SanitationAuthority (LCSA), Leesburg, Virginia, undertook the strategic planning process in-house. To doso, senior staff met to identify initiatives they felt were important to move LCSA forward.From this, a team was formed to create the strategic plan in 2001. The plan wassubsequently updated in 2005 to make "mid-course" corrections and extend the planningperiod. By creating the plan in-house, LCSA learned several lessons. First, it is invaluableto undertake the process with an internal team. Second, a "bottom up" approach workswell. Third, the plan should be published and well distributed. Fourth, implementation isbolstered by assigning initiatives to individuals and then assessing their performance incompleting the initiatives. Includes 5 references, figures.