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Memo - Brimeyer FursmanDepartment of Administration Memorandum To: City Council From: Jim Genellie Date: April 8, 2011 Subject: Brimeyer Fursman Jim Brimeyer and Richard Fursman will be here at 6:30 p.m. on Tuesday, April 12. They will be discussing the process and schedule with the Council. Attached are some documents from Brimeyer Fursman including a letter to the.Council, the Profile Survey, and a sample letter which will be sent to individuals who might be interested in applying for the Hopkins' position. Below is the process outlined in the Brimeyer Fursman proposal: The proposed process Phase 1: Meet individually with the Mayor and Council, Department Heads, and key staff. Meet with selected representatives from the community and/or conduct public forums. Develop and present Position Profile. Phase 2 1. Place announcements 2. Direct recruiting program 3. Collect and review resumes 4. Interview semi-finalists/Screen and evaluate 5. Prepare and present progress report 6. Assist elected board with the selection of top 5 candidates for interviews Phase 3: 1. Reference checks - credential verification — credit report'— criminal check 2. Insights Personality/Management Profile 3. Coordinate candidates' interviews 4. Prepare schedule, questions, review sheets 5. Monitor interviews, facilitate candidate review session 6. Develop compensation package 7. Assist with negotiations Phase 4: Onboarding: Program to assist with leadership transition First performance review Attached is the schedule for the 2004 interviews. Staff interviews took place on Friday morning with a tour and a social event later that day. The 2010 process for police chief had the tour and social on Thursday with interviews on Friday. \Search 110408.doc April 8, 2011 Dear Mayor, Council and Staff Thank you for the opportunity to partner with you and the community as you begin the search for a new Manager. Jim and I look forward to kicking things off on the 12th at the council meeting. During that time we would like to: • Review the process • Firm up dates for o Profile Approval o Progress Report/Selection of Finalists o Interviews • Identify who will be involved from the City and Community and what level o Chamber/Business Groups o Boards and Commissions o Local stakeholders o Etc... • Answer questions To begin the process of recruitment we develop a Position Profile that describes the community and the City Manager position. We use this as a consensus document and for recruiting purposes. Jim and I are planning on spending time to meet with the Mayor, Councilmembers, department heads, and if desired, some community leaders, i.e., the School Superintendent, Chamber Director, representative from Boards and Commissions, and any prominent leaders the Council would like to include in the process. I have attached an "Ideal Candidate Profile Survey" (and an accompanying letter, should you need to send it out to people outside City Hall). Giving people the Survey in advance of their meeting with us gives them to think about the type of information we include in the Profile and it makes the discussion more efficient. The individual interviews usually run about 30 minutes for each elected official and 20 minute with all others. We would also meet with representatives from the media if you like to go over the timetable and the process with them. Other information we will need for the Profile includes: - Community information - Budget and/or financial summary Official Statement — from a recent bond issue - Job description Organizational chart - Description of the various departments - Digital "pretty" pictures of the city and an electronic logo jpg files. We can also take pictures. Thanks for all your help. This is a big project and we appreciate your assistance. Richard Fursman Friday, December 10`' - continued 3:15 Candidates/Partners meet with school representatives and realtors — Hopkins Pavilion 3:45 Coffee: Candidates/Partners, Department Heads, staff, community representatives, etc. - Hopkins Pavilion 4:15 Consultant meets with Department Heads — Hopkins Pavilion 6:00 Reception: Candidates/Partners and City Council/Partners- Performing Arts Center - John Ireland School Community Room, 2nd floor Saturday December 11 th 7:30 Council meets with Consultant 8:00 Individual interviews to 12:15 12:15 Lunch: Council, Community Group and Consultant - City Council Chambers Candidates on their own 1:00 — 3:30 Council interviews with each candidate - City Council Chambers 1:00 Getschow 1:30 Helie 2:00 Hylen 2:30 Treska 3:00 Wells Jay Thompson Rooth 213 Rick Brausen Room 227 Gene Maxwell Cite Manager's Office Community Group - Council Chambers Bruce Rowan Room 206/207 Diane Johnson finance Director's Office 8:00 Getschow Helin Hylen Open Treska Wells 8:40 Wells Getschow Helin Hylen Open Treska 9:20 Treska Wells Getschow Helin Hylen Open 10:00 Break 10:15 Open Treska Wells Getschow Helin Hylen 10:55 Hylen Open Treska Wells Getschow Helin 11:35 Helin Hylen Open Treska Wells Getschow 12:15 Lunch: Council, Community Group and Consultant - City Council Chambers Candidates on their own 1:00 — 3:30 Council interviews with each candidate - City Council Chambers 1:00 Getschow 1:30 Helie 2:00 Hylen 2:30 Treska 3:00 Wells City of Hopkins City Manager Interview/Selection Schedule December 10 and 11, 2004 Friday, December 10' 9:45 Consultant meets with Candidates/Partners City Hall - Room 227 10:00 Candidates meet with staff - City Hall Interview Schedule 11:45 to 12:10 Consultant meets with employee groups City Hall 12:00 Lunch: Candidates/Partners and Department Heads — Fire Station 1:15 to 3:00 Candidates/Partners tour City and facilities — Bus leaves Fire Station Fire Room 213 Admin. Council Chambers Facilities City Manager's Office Department Heads Room 227 Police Room 206/207 Public Works Raspberry B 10:00 Getschow Helin Hylen Open Treska Wells 10:20 Helin Hylen Open Treska Wells Getschow 10:40 Hylen Open Treska Wells Getschow Helin 11:00 Open Treska Wells Getschow Helin Hylen 11:20 Treska Wells Getschow Helin Hylen Open 11:40 Wells Getschow Helin Hylen Open I Treska 11:45 to 12:10 Consultant meets with employee groups City Hall 12:00 Lunch: Candidates/Partners and Department Heads — Fire Station 1:15 to 3:00 Candidates/Partners tour City and facilities — Bus leaves Fire Station This is a sample letter that may be sent out with the Ideal Candidate Profile Survey to people the Council would like to include in the development of the Profile. DATE <name> <address> Dear The City of Hopkins has retained the executive search firm Brimeyer Fursman llc,., to assist them in the selection and hiring of a City Manager. As part of the search process, The Brimeyer Group will be creating a document describing the community, position, background and experience, and position priorities. We invite your participation in this process. Enclosed is an Ideal Candidate Profile Survey to assist you in assembling your ideas on the position. There are three ways you may offer your opinions: 1. Representatives from The Brimeyer Group will be at City Hall at . They will be available to talk with you privately. Please call to schedule an appointment. 2. You may call Richard Fursman at 651-338-2533 to give them your information. 3. You may fill out the survey and send it directly to; Richard Fursman 1666 Village Trail East Suite 7 Maplewood, MN 55109 We appreciate your interest and participation. Very truly yours, Mayor and City Council . City Manager IDEAL CANDIDATE PROFILE SURVEY The ideal candidate for the City Manager of the City of Hopkins should possess the following skills, competencies, knowledge, experience levels, interpersonal style, and management style. BACKGROUND/EXPERIENCE EDUCATION LEVEL College Degree Advanced Degree Professional Memberships YEARS OF EXPERIENCE BACKGROUND AND EXPERIENCE OF IDEAL CANDIDATE -2- Please note the most important areas of experience and demonstrated expertise. You mayrate them on a 1-5 scale with 1 being most important. Budget preparation and presentation Budget policy and structure tied to strategic planning Financial forecasting, monitoring and reporting _ Formal reporting and liaison with elected officials _ Public financing techniques (TIF, bonds, grants, etc.) Economic development and redevelopment Housing development/redevelopment Downtown development/redevelopment Planning and Zoning Annexation Performance evaluation, staff development, team building Strategic Planning Utilities (water, sewer) Election duties Computers/Technology _ Working with the County and adjacent communities _ Involvement in professional and community organizations Infrastructure repair/replacement Comprehensive Plan Building/zoning code enforcement -3 - MANAGEMENT STYLE/PERSONALITY Please list important leadership styles or attributes. L 2. 3. 4 5. PRIORITIES What are some of the priorities the person should deal with in the first 6 to 12 months on the lob? 1. 2. 3. 4. 5. 6. -4 - What skills not currently inherent in the staff would you particularly want to see in the incoming City Manager? What specific programs or services and technical capabilities, not currently being offered through the Manager's office, would you like to see offered? Importance of being local (Minnesota) versus relocated? Are there any individuals known to you who should be recruited for this position? Do you have any questions about the process? Completed by (optional)