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Consultant presents retreat agenda; council asks for deep local case study and measurement follow-up
Summary
Consultant Jerry Jacques walked the committee through a draft retreat agenda focused on priority‑setting and the 'theory of action.' Council asked for one deep Tacoma case study and one external example, and requested the measurement/metrics discussion be scheduled for a later deep dive.
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Jerry Jacques, the consultant leading retreat facilitation, presented a draft agenda that the committee broadly endorsed but asked to refine for depth. Jacques outlined logistics (arrival/welcome, a short DISC assessment, a year‑in‑review and a 10‑year Tacoma 2035 synthesis), then proposed a theory‑of‑action block to surface key levers for advancing priorities.
Jacques recommended treating measurement as a distinct follow‑up topic because the draft agenda packed multiple substantive items into single one‑hour blocks. Several council members agreed measurement likely requires a separate study session or committee‑of‑the‑whole so the retreat can focus on strategy and pathways to action.
Members asked that Jacques provide one in‑depth local case study drawn from Tacoma’s recent transformational projects and one high‑quality external example (Pierce County or another city) rather than multiple superficial snapshots. Jacques said he would prepare that pair and a short DISC pre‑work worksheet for council members to complete ahead of the retreat; policy analysts will help collate members’ inputs so each member can speak briefly during the retreat.
The committee directed Jacques to amend the retreat agenda to add a short note on 'what is and is not strategy' in the theory‑of‑action section and to move the role‑of‑measurement to a later, deeper forum. Jacques agreed to produce the revised agenda and facilitation plan.
Next steps: Jacques will revise materials, provide the DISC template and pre‑retreat guidance, and prepare the two requested case studies in time for the retreat.
