Greater Erie County Marketing Group, Inc.

Strategic Planning Retreat

April 2, 2003

Table of Content

I.        Brief Summary       Page    3 …………………………………………….

II.        Overview and Retreat Participants    ………………………  Page    4

III.       Presentation of Financial Condition     ….…………………   Page    5

IV.       Development Barriers and Opportunities Assessment...    Page    5       

V.        Development of Strategic Goals…………………………….   Page    8

VI.       Marketing in Support of Long-Term Strategies………….    Page  9

VII.      Recommendations/Goals & Objectives..........................….    Page    9

VIII.     Facilitator Comments ………………………………….…….     Page  12

 

Appendix 1 – Incentive Information

Appendix 2 – Agenda

Appendix 3 – Financial Projections

Appendix 4 – County Profile

Strategic Planning Retreat

April 2, 2003

I.  Brief Summary

Thirty-six people participated in the Greater Erie County Marketing Group, Inc. (GEM) Planning Retreat held on April 2, 2003, at the Sandusky Yacht Club, Sandusky, Ohio.  The Regional Growth Partnership acted as the facilitator for the retreat.

Participants discussed and made recommendations concerning GEM’s priorities and past accomplishments.

The group also discussed various issues:

§         Financial Briefing

§         Development Barriers and Opportunities Assessment

§         Discussion of Strengths and Weaknesses

§         Development of Strategic Goals

§         Identification of Key Goals Areas

§         Development of Long-Term Strategies

§         Discussion of Marketing in Support of Long-Term Strategies

II.  Overview and List of Retreat Participants

Thirty-six people participated in the Greater Erie County Marketing Group, Inc. (GEM) planning retreat held on April 2, 2003, at the Sandusky Yacht Club.

Those participating in the retreat included:  Charlene Mockensturm - City of Sandusky, Jude Hammond - Erie County Auditor, Gerald Lechner – Sandusky City Manager, Elise Nester – OSU Extension, Mike Bixler – Erie County, Nancy McKeen – Erie County Commissioner, Lynn Middleswarth – Janotta & Herner, Hans Rosebrock – First Energy, Mark Litten – GEM, Linda Armstrong – Coldwell Banker, Todd Franko – Sandusky Register, Lance Warner – Page Development, Philip Hohler – U.S. Bank, John Moldovan – Erie County Chamber of Commerce, Lee Carter – Sandusky Register, Phil Rudolph, Jr. – Rudolph/Libbe Company, Tim Riesterer – Margaretta Township, John Girard – GBSU Firelands, Bridget Castle – National City Bank, Maureen Coe – Vermilion Chamber of Commerce, Eileen Bulan – City of Vermilion, Rosanne Bodner – GEM, Ralph Roshong, Kelleys Island School, Alex MacNicol – Erie County, Gary Mortus – Ohio Edison, Bob Grimsbo – Feick Contractors, Michael Will – City of Sandusky, Wes Fahrbach – Ohio Department of Development, Randy Ramhoff – R & D Associates, Edmond Hoty – Edmond Hoty Real Estate, Sparky Weilnau – Erie County Commissioner, Fred Babson – Solutions Manufacturing, Jim Lawrence – JAG Milling, Craig Trick – Telamon Construction Inc., Leon Wieber – Keybank, Edward Asher – City of Huron and Chris Wechter – Century 21/Mike Myers Realty. 

The Regional Growth Partnership President and CEO Don Jakeway, Senior Vice President of Research and Legislative Affairs Eileen Granata and Margy Poorman, Vice President of Administrative Affairs facilitated the Planning Retreat.

Gary Mortus made some introductory comments and Mr. Jakeway provided an overview of the agenda and began the retreat.

Mr. Jakeway expressed his appreciation that the Regional Growth Partnership had been invited to facilitate the retreat. Mr. Jakeway stated that the RGP was here to support the development efforts of Erie County. He noted that it was his hope that one of the outcomes of this retreat would be the identification of areas in which the RGP and the entire regional development effort may better assist and support Erie County in its work to ensure progressive economic development in the county.

III. Financial Briefing

 Mark Litten provided an outline of the financial projections for the GEM organization. He made it clear that this discussion was not the focal point of meeting but was being pointed out to give perspective to urgency of the strategic planning session.  GEM’s funding has been dramatically reduced in recent years for various reasons.  It will be crucial to GEM’s survival to identify other sources of financing beyond local government and private industry support.

IV. Development Barriers and Opportunities Assessment

The leadership team discussed the opportunities and challenges facing the county. The team clearly has a strong commitment to the betterment of the community as a whole, as well as to the quality of life for each citizen of the county. The discussion dealt openly with those issues that negatively impact the community’s economic well being and image, as well as those assets upon which the county can build a strong,

Strengths of Community :

Infrastructure

 

 

Weaknesses of Community

incentives

 

V. Development of Strategic Goals

The group discussed a few broad-based goals, but focused on new and existing business development for the majority of the time allotted for this topic. The broad-based goals are as follows:

·        integration of economic development efforts – most positive experience

·        level playing field – complete globally

·        expansion opportunities – targets the future

·        long term investment – strategic direction and commitment

·        Lake Erie – work together to protect the water resourc

New Business Development

 

 

Existing Industry Development

 
 

 

VI.  Marketing in Support of Long-Term Strategies

VII. Recommendations/Goals & Objectives

The previous sections of the report detailed the leadership team’s assessment of critical issues, challenges and opportunities. Throughout the retreat several major themes emerged. The following statements are meant to provide a short summary of major themes and related strategic recommendations.

Major Goals

  1. Funding – Secure stable funding sources for future continuance of organization
    1. Work closely with Erie County and Sandusky to identify funding alternatives (outside of general fund) to ensure their commitment to economic/industrial development ( i.e. Conveyance fees, EZone administration fees, etc.);
    2. Research & identify a private economic development fund-raising firm to conduct a 5-year private-sector pledge campaign in 2004;
    3. Identify local foundation funding support for special projects (i.e. Marketing Campaign)
  1. Utilization of GEM by Government Entities in Erie County
    1. Upgrade internal marketing of availability of GEM services in the industrial/economic development field to all political subdivisions in Erie County;
    2. Continue to meet with villages, townships, cities, and county on a regular basis to determine project involvement;
    3. Locate ED “tools” and programs in the GEM office and empowering GEM with the authority to administer local ED programs (i.e. EZone);
    4. GEM to provide educational opportunities on best utilization of ED tools;

·        Coordinate seminar to discuss giftback/PILOT programs to include local school Superintendents & Treasurers

    1. To insure success of economic development, Erie County needs to speak with a unified voice;

·        GEM to be lead coordinator of ED projects

·        Government entities need to include GEM in the communication loop so all issues and crises can be resolved in timely manner

·        Government entities need to promote a spirit of cooperation to insure project successes

·        City of Sandusky, Erie Regional Planning Commission and GEM should not be “in competition” with each other on handling projects.

  1. Develop Strategic Partnership with NASA to capitalize on State of Ohio Third Frontier Program
    1. Identify/target other Federal agencies that could be housed at NASA, currently five agencies using the facility – FBI, Dept. Agriculture, NOAA, USGS, Fish & Wildlife;
    2. Increase employment within these five agencies and attract additional federal agencies such Homeland Security, Dept. of Defense, etc.;
    3. Identify/target high-tech and R&D firms to locate at or near NASA in order to utilize the unique world-class facilities located there.
  1. Marketing/Promotion and Attraction of New Industry
    1. Erie County needs to be conscious in establishing development priorities as to best achieving local quality growth.  The county should be monitoring regional, state, and national economic forecasts and trends while striving to obtain the best results;
    2. Local advantages must be used to achieve best results, these include:

·        Proximity to Tier I automotive markets

·        Within 500 mile radius of 40% of North American markets

·        High quality of life as seen in cultural amenities

·        Tourism industry well established

·        Regional hub center for many services such as health and shopping.

    1. Infrastructure

·        Continue to market and promote the four (4) Industrial/ Commercial parks within Erie County

·        Excellent transportation modes including I-80/90, SR 2, municipal and int’l airports, customs shipping ports, rail service

·        Excellent utility services (i.e. high pressure gas line)

    1. Develop strategy to target specific industrial cluster groups that are good corporate citizens; 
    2. Continue to maintain Procure site and building inventory for new prospects;
    3. Continue to be lead ED agency for Erie County, receiving and submitting ODOD Confidential Site Selection inquiries;
    4. Develop specific marketing campaign with trade publications to gain national exposure for Erie county as a place to do business (dependent on funding resources);
    5. Continue NORED/RGP trade show participation to develop industrial leads;
    6. Maintain & upgrade GEM website with current available property listings and demographic info;
    7. Continue GEMS quarterly newsletter as an avenue of communication and education to NW Ohio.
  1. Retention & Expansion
    1. Continue to utilize the Synchronist Software Program to monitor the economic climate of existing industry through ongoing company visits;
    2. Visit major employers (100 employees +) every 18 months;
    3. Continue to promote diversification of industry through high tech attraction efforts;
    4. Enhance/maintain strategic alliances with the various chambers of commerce, Visitor and Convention Bureau, Erie Regional Planning, Small Business Development Center, and provide support services to these entities;
    5. Enhance strategic partnership with BGSU and EHOVE Career Center to provide contract training at area industries and businesses thus promoting local educational opportunities;
    6. Enhance relationship with health care facilities;
    7. Continue strong partnerships with financial institutions;
    8. Continue providing support services for municipal downtown development

VIII. Facilitator Comments

The Greater Erie County Marketing Group, Inc. (GEM) has been the lead economic development agency for Erie County and has effectively had a positive impact on the county economy. Working with the county partners has been a critical component for the success of attracting new companies to the county, as well as maintaining the current economic base.

The continued value of GEM would appear to be the coordination efforts with regards to economic development projects. Utilizing the comprehensive building and site database (a listing of all available properties in the county) assists in streamlining the site selection process. Combining the database with the economic development incentive information, from both local and state resources, offers the county the opportunity to compete with other communities within the State of Ohio, as well as compete throughout the country.

Economic development incentives were of particular interest during the planning session. There were many questions raised regarding the frequency of usage, as well as basic, general information. The RGP felt the stakeholders would benefit by having the opportunity to review those incentives and therefore have included economic development incentive information under Appendix 1 of this document.

The RGP recommends that the economic development incentives (i.e. enterprise zone tax abatement) be located within the lead economic development county agency, GEM. This seems like the logical place to administer the incentives.

The RGP would also recommend that GEM provide an opportunity for it’s stakeholders to attend a meeting in which the economic development incentives were explained in detail, showing the value associated with those incentives, as well as the benefits and necessity (in some cases) of utilizing incentives to remain competitive. Of particular immediate importance, would appear to be enterprise zones and how they impact the community.

The retreat was well attended by a nice cross section of the community. However, noticeably absent was the labor sector. It is important to have all the players’ input as the community moves forward to attract new industry, as well as maintain the current businesses in the county.

Economic development strategies are driven by four fundamental factors: 

q     Increase tax base

q     Create jobs

q     Create income

q     Increase Investment

These four factors are necessary to create sustained growth throughout the county. 

Through the strategic planning retreat process, GEM and the organization’s members have outlined community opportunities and challenges and formulated a basic structure for continued leadership, community dialog and strategic planning. The work that the stakeholders completed in this planning retreat provides the groundwork for addressing major issues on a consensus basis.

We recommend that GEM review the information included in this report and prioritize by area of focus or recommendations those consensus issues that are considered most critical. The organization could then hopefully utilize the community leaders to move these issues forward. By undertaking the actions necessary to make progress on a few critical, consensus initiatives, on-going strategic planning may be incorporated into the regular process of community and economic development.

We have been honored and privileged to work with you as a facilitator for your strategic planning retreat. Individually and collectively, your commitment to your community was clear and unhindered by any visible partisanship or separate political agendas. Your leadership and dedication made our participation particularly rewarding. We commit our continued support for your efforts.

Respectfully Submitted,

Donald Jakeway,              President & CEO

Eileen Granata, Senior VP, Research &,

                             Legislative Affairs

Margy Poorman,   VP Administrative Affairs