HomeMy WebLinkAboutAgenda Packet - EVWD Board of Directors - 05/21/2018SPEC IA L BO A RD MEET IN G
May 21, 2018 at 2:30 PM
31111 Greenspot Road
Highland, C A 92346
AGE N D A
C A LL TO O RD ER
PLED G E O F A LLEG IA N C E
RO LL C A LL O F BO A RD MEMBERS
PUBLIC C O MMEN T S
Any person wishing to speak to the Board of Directors is asked to complete a Speaker
Card and submit it to the D istrict C lerk prior to the start of the meeting. Each speaker is
limited to three (3) minutes, unless waived by the Chairman of the Board. Under the State
of C alifornia Brown Act, the Board of Directors is prohibited from discussing or taking
action on any item not listed on the posted agenda. T he matter will automatically be
referred to staff for an appropriate response or action and may appear on the agenda at a
future meeting.
1.Board Communication Training
REPO RT S
2.General Manager/C EO
3.Legal C ounsel Report
4.Board of Directors' C omments
A D J O URN
P urs uant to G overnment C o d e S ec tio n 54954.2(a), any reques t for a d is ab ility-related modific ation or
ac commodation, inc luding auxiliary aid s o r s ervic es , that is s o ught in order to p artic ip ate in the above
agendized public meeting should be direc ted to the District C lerk at (909) 885-4900.
ISSUES MANAGEMENT COMMS TRAINING
May 21, 2018
2
1.Present EVWD’s Issues Management
Communications protocol
2.Ensure the Board has macro line of sight into
the process and their role within this process
GOALS
ISSUES MANAGEMENT PROTOCOL OVERVIEW
4
BACKGROUND
Issues and crises are unavoidable, but they do not need to be blindsiding. The key is to be
prepared in advance so East Valley Water District’s (EVWD) Crisis Communications Team
can efficiently mobilize without any time wasted on determining chain of command or who
your key stakeholders need to be (or how to reach them).
The following presentation outlines the steps for effective issues and crises communications
planning, and walks through the communications drill for a catastrophic-level crisis scenario.
5
ISSUES MANAGEMENT PLANNING: 7 STEPS
1.I.D. Issues and Vulnerabilities: Identify leading threats and weaknesses that can lead to mission-impeding
issues or crises for EVWD
2.Prioritize Issues:Assign low, medium and high rates of impact/urgency for each scenario
3.Preparation Planning:Define the P.A.C.E., crisis drill roles & responsibilities, and overall communication
protocol for the varying scenario levels and myriad target audiences; also develop a comprehensive contact
sheet and establish EVWD’s toll-free hotline (with ID and password) in advance
4.Scenario Modeling:Map out appropriate drill(s) for various scenarios
5.Formulate Response (Q&As, holding statements, etc.):Develop approved messaging and resource
materials for key stakeholders, media and other key internal/external audiences
6.Monitoring and Reporting: Crucial to the process, ensure the team regularly monitors for potential issues and
crises, and that information is being shared effectively among the team/key stakeholders in real time
7.Evaluation/Assessment:Identify necessary changes to the drill (as applicable), apply key learnings and
assess overall effectiveness with key stakeholders
6
P.A.C.E. DEFINED
Process Owner: Has primary responsibility for managing all operational aspects of EVWD’s Crisis Comms
team and facilitates team interactions and decision making; assigns execution team according to issue/crisis
Approver: Accountable for making key decisions to manage the issue/crisis communications based on
Process Owner and Contributor inputs; manages communications with other company leaders and
community stakeholders, as needed
Contributors: Provide input and counsel regarding emerging/existing crisis, as well as best course of action
to address issues and minimize negative outcome
Executors: Manage all aspects of execution and communications, including (but not limited to) flagging and
monitoring for emerging and/or existing crisis; facilitating responses directly with media and other key
stakeholders as necessary; monitoring situation for escalation or recurrence; engaging appropriate third-party
support (i.e., situation experts, authorities, etc.); and ensuring entire process is managed in a timely manner
7
ISSUE V. CRISIS DEFINED
Issue
•Trend or condition which, if continued, can
have an adverse outcome
•Either a threat or opportunity to shape issue
to company’s advantage
•Slow-developing; may be
predicted/anticipated
•Can be tracked and managed
•Requires evaluation, internal communication
and possible action
Crisis
•Unpredictable high-impact event with strong
probability for negative results
•Can threaten viability of a company
•Crisis aftermath can significantly damage an
organization if mishandled
•Requires immediate communication, swift
decision making and action
•General pre-crisis planning is possible; will need
to be tailored in the moment
•Internal response activity requires documentation
for legal purposes
•May attract major and negative media attention
8
NOT ALL SITUATIONS ARE CREATED EQUAL
AFFIRMATIVE ANSWERS TO THE FOLLOWING QUESTIONS INDICATE A CRISIS OR CRISIS-IN-THE MAKING:
Yes No Does this situation have the potential to result in loss of life?
Yes No Does this situation have the potential to require police involvement?
Yes No Does this situation have the potential to result in loss of service for EVWD customers?
Yes No Does this situation have the potential to cause legal implications for EVWD?
Yes No Does this situation have potential to generate negative traditional and/or social media traction?
Yes No Does this situation have potential to negatively affect community relationships?
It’s important to ensure situations are evaluated through a balanced lens to determine the appropriate level
of responsiveness. In many cases the problem will be an issue to address rather than a crisis to navigate.
Issues take a very different communications path than do crises.
9
SCENARIO ASSESSMENT MATRIX
Pr
o
b
a
b
i
l
i
t
y
Impact
Catastrophic Critical Limited
Highly likely Natural disasters
Likely Cyberattack
Not very likely Terrorism Facility malfunction
Water contamination
Personnel matter
10
COMMUNICATIONS RESPONSIBILITIES
OWNER AUDIENCE MEDIUM
General Manager and CEO
John Mura
●Official EVWD Spokesperson (primary)
●EVWD Board of Directors
●EVWD Executive Team
●Legal Counsel
●Regulatory Agencies
●City/County Officials
●General Public/Community
Press Statements / Press Conferences
Email / Phone
Director of Strategic Services
Kelly Malloy
●Idea Hall
●Issues-based Media
●EVWD Spokesperson Alternate
Phone / Email
East Valley Water District Board of Directors ●Community Informal Conversations
Director of Engineering & Operations
Jeff Noelte
●Engineering Department
●Regulatory Agencies
●EVWD Community Spokesperson Alternative
Phone / Email
Operations Manager
Pat Milroy
●EVWD Executive Team
●Field Team
●Regulatory Agencies
Phone / Email
Chief Financial Officer
Brian Tompkins
●Customer Service Department
●Finance Department
●EVWD Community Spokesperson Alternative
Phone / Email
District Clerk
Justine Hendricksen
●General Manager / CEO
●EVWD Board of Directors
Phone / Email
HR / Risk & Safety Manager
Kerrie Bryan
●General Manager/CEO
●Operations Manager
●EVWD Employees
Phone / Email
Idea Hall ●Crisis-based Media Phone / Email
11
STAFF ORGANIZATION
Board of Directors
Legal Counsel
Jean Cihigoyenetche
General Manager/CEO
John Mura
District Clerk
Justine Hendricksen
Chief Financial Officer
Brian Tompkins
HR/Risk & Safety Manager
Kerrie Bryan
Director of Strategic Services
Kelly Malloy
Public Affairs Specialist
Roxana Morales
Public Affairs Team
Janett Robledo
Cecilia Contreras
Alejandra Ronquillo
Adrian Ramirez
Director of Engineering & Operations
Jeff Noelte
Director of Operations
Pat Milroy
Field Team
TEAM
SCENARIO MODELING
Natural Disaster
13
ISSUE LEVEL
•In the event of a natural disaster (earthquake, fire, flood), the Field Team Member will alert the
Operations Manager,who will then conduct a thorough assessment of the potential impact the natural
disaster could have on service for EVWD customers.
•An informational group text will be sent to the executive team. The General Manager will send another
text message to the Board members relaying the information.
•The Operations Manager will decide if the issue must be immediately escalated or if the discussion can
hold until the Executive Team meeting, held every Wednesday at 9 a.m.
•After the Executive Team meeting, if necessary, the Public Affairs team will work with the Operations
Manager to develop FAQs.
•Public Affairs will conduct research and gather intel.
•The Operations Manager will provide monthly status updates during weekly executive team meetings.
14
CRISIS LEVEL
In the event the Operations Manager decides the issue must be escalated to a crisis, the Operations
Manager will send a group text:
Text 1: General Manager/CEO, HR Manager, Director of Strategic Services, CFO,
Operations Manager, Director of Engineering and Operations, District Clerk
The General Manager/CEO will then send another group text:
Text 2: Board Members relaying information and directions
The General Manager/CEO will initiate a call with Legal Counsel
15
0-30 MINUTES: EXECUTIVE TEAM BRIEFING CALL
P Director of Strategic Services
A General Manager/CEO (Director of Strategic Services as back-up)
C Director of Strategic Services, Director of Engineering & Operations, Operations Manager, CFO, Field
Team Member, HR/Risk & Safety Manager, Legal Counsel, District Clerk, Public Affairs Specialist and
Idea Hall
E Idea Hall, Public Affairs Team
•Coordinate Call:The Executive Team Briefing Call will be coordinated and moderated by the Director of Strategic
Services (conference bridge details to be provided by text).
•Report Findings: The Operations Manager will relay his or her findings, with the Field Team Member on the line to
provide any further clarity or answer questions.
•Align on Messaging: During the call, the Director of Strategic Services will align on broad-based messaging with
the General Manager/CEO, built on information provided by call participants.
•The Public Affairs Specialist will be on the line to document call discussion items.
•Determine Next Steps:Idea Hall and the Public Affairs Team will align on next steps offline and determine
roles/responsibilities for subsequent activities.
Tasks:
16
30-90 MINUTES: SOCIAL MEDIA / WEBSITE / MEDIA /
PUBLIC AFFAIRS TEAMS DEPLOYED
P Director of Strategic Services
A Director of Strategic Services
C Director of Strategic Services, Public Affairs Team, Idea Hall
E Public Affairs Team, Idea Hall
17
30-90 MINUTES: TASKS
•Develop All External Messaging for General Manager/CEO and Legal Counsel Approval (as
situationally appropriate)
•Deploy Emergency Website:Based on messaging and direction from Director of Strategic Services,
immediately deploy emergency banner inclusive of crisis situation update and links to official sources
for further information. Sample message for customers:
Dear EVWD ratepayers and community members,
Today we experienced a (disaster) that is affecting (area/location). The safety and health of you and your
families is the District’s top priority and we have deployed a swift action response to resolve any issue(s) that
may arise in our ability to provide service. We will continue to update and provide further details on this site.
We thank you for your patience.
John Mura
General Manager and CEO
18
30-90 MINUTES: TASKS CONT’D
•Monitor Social Channels and Manage Community Response Process: Following the direction of the Director of
Strategic Services and/or Public Affairs Specialist, answer social inquiries with approved messaging and direction/links
to official sources for further information. Maintain social updates throughout the term of the crisis, including streaming
links to any press conferences or live official updates. Track all posts using hashtag
#EmergencyUpdate(Name/Type)2018.
•Reactively Provide Holding Statement to Media/Key Stakeholders/Staff, etc.:
On (day of the week), (date), we experienced a/an (disaster) that is affecting (area/location).
Dedicated to supporting our communities, we have deployed a swift action response to identify how
customers will/may be affected. We are committed to resolving any issue(s) that may arise in the District’s
ability to provide service to its customers. Health and safety remain our top priority, and we will provide
updates as they become available. For further updates, please check the website or our Facebook page:
https://www.facebook.com/eastvalleywater/
•Create and Manage Social Monitoring Dashboard: Activate EVWD’s social monitoring dashboard, inputting the
hashtag #EmergencyUpdate(Name/Type)2018. Track and document all social conversations.
19
30-90 MINUTES: TASKS CONT’D
•Disseminate Social Posts:Issue social media holding statement specific to the following platforms (to
be tweaked) as necessary per situation:
Facebook:In response to the (disaster) affecting (area/location), we are actively determining how the
situation will impact service to our communities and are taking necessary steps towards resolution. Your
health and safety are a top priority, and we will keep you informed of our progress. Please check back here
periodically for updates. #EmergencyUpdate(Name/Type)2018.
Twitter : In response to the (disaster) affecting (area/location), we are actively determining how our
communities will be impacted and are taking necessary steps toward resolution. We will keep you informed of
our progress. #EmergencyUpdate(Name/Type)2018.
Instagram: In response to the (disaster) affecting (area/location), we are actively determining how our
communities may be impacted and are taking necessary steps towards resolution. Your safety is of utmost
importance to us, and we will keep you informed of our progress. Please check back here periodically for
updates. #EmergencyUpdate(Name/Type)2018.
20
90-150 MINUTES: MEDIA RELATIONS TEAM DEPLOYED
P Idea Hall
A Director of Strategic Services
C Director of Strategic Services, Public Affairs Specialist, Idea Hall
E Public Affairs Specialist, Idea Hall
21
90-150 MINUTES: TASKS
•Reporting and Analysis:Immediately capture and share with the Public Affairs Specialist the most up to-date headlines,
including relevant links. Maintain regular media updates as needed. At the onset of the event, this could be as frequently as
every 15 minutes.
•Conduct Proactive/Reactive Media Outreach to Correct Misinformation: At the onset of misinformation, Idea Hall and the
Public Affairs Team will identify/activate roles for proactively correcting any misinformation with media. The Public Affairs
Specialist can track and document outreach and progress to show the evolution of media coverage.
•Field Inbound Media Inquiries:All inbound media inquiries should be directed to Idea Hall with support from Public Affairs
Team as needed.
•Maintain Media Engagement Log: Track all inbound media inquiries, including outlet, reporter name, phone and question.
Document follow-up activity.
•Create and Maintain Crisis Documentation Log: The Public Affairs Specialist will capture and track all the details. He/she
will own maintenance of this log throughout the term of the event.
•Maintain Ongoing Leadership Team Communications: The Director of Strategic Services will arrange for ongoing status
update calls and initiate as needed. He/she will circulate updates and messaging to greater media relations, social
media/website and internal customer service teams as needed.
22
150 MINUTES+
The protocol continues well beyond the 2.5 hour mark. We stay in procedure until we’ve navigated the crisis and
enter into stabilization mode. Of the myriad activities we continue to lead, our primary purpose is to ensure
intelligence is transferred efficiently and accurately to all audiences. Namely, we will:
•Continue to Develop and Distribute information and materials as appropriate/needed, e.g.:
•Continued briefing communications (i.e. calls, texts, etc.)
•Talking points development for Board and staff
•Press conference logistics (possible role for elected officials)
•Provide website updates
•Maintain social media channels
•Etc.
SCENARIO MODELING
Personnel Matter
24
0-30 MINUTES: TASKS CONT’D
•The General Manager/CEO will call the Board of Directors to notify them of the plan and remind them that if
media or other community inquiries arise, they should be directed to the General Manager/CEO or Director of
Strategic Services.
•Equip Board Members with Messaging: The following can be shared with Board Members should informal
conversations arise or if media contact them.
I want to make sure you get the most accurate information, so let me connect you to
John Mura, the General Manager/CEO for official comments. At this time, the Privacy Act
limits what we can discuss and I am unable to provide further details. What I can tell you
is that the district has gone to great lengths to ensure we’re prepared for situations like
this through our extensive training and planning programs. I’m confident that the district
will respond quickly once all they have all the facts.
RECOVERY
BACK TO
BUSINESS
26
WATER IS VITAL: GET BACK TO BUSINESS ASAP
With people’s livelihood in mind, it’s vital EVWD take all possible measures to enable regular operations as swiftly as
possible post-crisis. The Public Affairs team will be responsible for mobilizing the crisis comms team so EVWD’s
executive leadership can guide employees and key stakeholders through the crisis while continually communicating
important information to customers. The following elements will be evaluated and navigated to get the EVWD team
back to work:
o Stage 1: Stabilization
o As the crisis is assessed and the situation stabilizes, the team will assess and communicate
the extent of the crisis
o Timing: within 24 hours –if this is terrorism or a serious earthquake, it may take far longer
than 24 hours for things to stabilize
o Stage 2: 24-48 Hours Post Event
o Craft message responses, post FAQs page on website, respond to media requests and visitor
messages, communicate to employees next steps
o Timing: 24-48 hours
o Stage 3: Getting Back to Work
o Work with the City/County/Police/State Water Resources Board to identify a timeline of
getting back to regular business.
o Timing: 48 hours+
PARTING THOUGHTS
KEY
TAKEAWAYS
28
WHAT DOES THIS MEAN FOR YOU, A BOARD MEMBER?
Know that the district is taking steps to prepare for emergencies.
District staff will provide briefings as needed, so you’re never alone.
You will get questions from the community and you may get
questions from media –this is why we’re here today. So you’re
prepared.
Practice makes perfect.