DEVELOPMENT OF STRATEGY –METHODOLOGY APPROACH

1. DEVELOPMENT OF STRATEGY –METHODOLOGY APPROACH International Conference: Strategy Planning Process at Local Level Vinnytisa, September 6, 2013

2. Methodology regulation • EU regional/local development: Article 158-162 of TEU • EU financial instruments: ERDF, ESF, CF • Purpose: reduce regional disparities in EU 28 – in broader context: bring living standards in the neighbor countries up to the EU average standards • EU 2020 Strategy

3. Harmonization principle: Vertical and horizontal coordination

4. Partnership principle Main phases of strategy planning process: • DEVELOPMENT • Preparatory part • Strategic platform • Operational part • IMPLEMENTATION • MONITORING • EVALUATION • Participative approach: collective process with involvement of authorities, social partners and organizations from civil society. PARTNERSHIP

5. Strategy Development: Preparatory phase

6. Strategy Development: Strategic platform

7. Strategy Development: Socio-economic analysis • Colleting data (sources: official statistics, city evidence data, communal companies, institution data) • Data processing and analyzing (data: historical, geographical, demographic, labor market, social infrastructure, public and communal services, economic, environmental, fiscal ) • Statistical annex • Conclusions

8. Strategy Development: SWOT and PEST • SWOT(Strengths-Weaknesses-Opportunities-Threats): tool to identify the most important internal and external circumstance of importance for city development • PEST: tool to overview of Political, Economic, Social and Technological circumstances in global and national environment • Synthesis of SEA findings

9. SWOT example

10. PEST example

11. Strategy Development: Strategy Matrix • What is it that is most promising, what is our particular competitive advantage (especially when it comes to local economy, education, culture and other fields ...)? • What is it that is most critical in our community - What is it that we simply must resolve in the next period? • What are basic principles of our future development? • Strategic focusing –principles, sectors of intervention = long term coherence

13. Strategy Development: Vision • Vision of future development of the city • Statement: with external and internal dimension • Time focus: more then 10 years • Vision: Image of future to be strive

14. London: A World Financial and Business Centre • The City will remain the world’s leading international financial and business centre and a driver of the national economy, continually innovating and developing new business areas, delivering growth and prosperity for its communities. • The quantity and quality of new development, particularly offices, will keep pace with growing business needs, allowing the continued clustering of businesses that is vital to the City’s operation. The provision of utilities and infrastructure will keep pace with, and anticipate, the demands set by this growth, funded in part by new development. • The City will remain a safe place to work, live and visit. Building design, servicing arrangements and management of the public realm will address wider security threats, whilst effective management of the night-time economy will reduce the potential for anti-social behavior.

15. Tallinn • Efficient, required in labor market and well paid citizen of Tallinn – Tallinn with highly productive economy; • Intellectually and physically active citizen of Tallinn – Tallinn with diverse activity opportunities and full of experiences; • Safely growing, versatility developing and life long learning citizen of Tallinn – educated, capable and open Tallinn; • Protected and assisted citizen of Tallinn – Tallinn with managed risks and (socially) safe; • Citizen of Tallinn sustainably connecting and valuing home, work and rest – Tallinn with cozy, inspiring and environmentally sound urban space; • Citizen of Tallinn performing local government democratically and purposefully – Tallinn with knowledge based administration and appropriate service culture and with effectively operating city institutions

16. Strategy Development: Strategic goals • Goals arise from the vision and the defined strategic focus • Meaning: to determine the main directions to achieve the vision and express the ultimate results that are to be achieved by the end of the planning period • Preferably should have at least three, not more than six strategic goals • Alignment control includes a horizontal dimension (mutual inter-sectoral alignment of goals) and a vertical dimension (alignment with the goals and orientations of superior strategies and plans) • Indicators

17. Sofia – example of goals

18. Strategy Development: Operational part • Strategy Implementation Model (actors, roles, processes) • Preparation of implementation plan ( project fiche, yearly planning ) • Preparation of indicative financial plan (overall and yearly, type of sources) • Human capacities development (development officer or unit) • Communication and networking

19. Process SEA Strategy implementation Strategy creation PEST SWOT Strategic focusing CITY DEVELOPMENT STRATEGY Strategic priority 1 Strategic priority 2 Strategic priority 3 Sector focusing Social development Economic development Environment Programing projects projects measures measures measures Indicators

20. Strategy implementation process

21. Important!

22. Thank you!Institute of Urban DevelopmentMilanovic Ljubica milanovic@vmr.gov.ua