Strategic Planning for Water and Wastewater Utilities

Strategic Planning for Water and Wastewater Utilities

January 29, 2024 | Online :: Central Time

A strategic plan is necessary to ensure that water and wastewater companies have organizational direction, project clarity, and effective communication. The Strategic Planning for Water and Wastewater Utilities course will discuss various types of tools and metrics to use in creating a successful plan.

Attendees working in the water and wastewater industries will have the opportunity to develop a strategic plan and/or refine a current plan by identifying gaps and process inefficiencies. A strategic plan begins with developing a simple Vision and Mission and building upon these to organize and achieve goals and objectives. The tools to be reviewed will include SWOT analysis, affinity mapping, balanced scorecard, Porter’s Five Forces, as well as details on how to write the plan, perform a gap analysis, and develop a process for change management.

Learning Outcomes

  • Develop organizational vision and mission statements
  • Utilize strategic planning tools and frameworks to achieve business goals
  • Measure and analyze organizational and departmental KPIs and other metrics using progress reports and dashboards
  • Write, present, and revise a strategic plan that includes workflows and change management strategies


Monday, January 29, 2024 : Central Time

8:45 – 9:00 a.m.
Log In and Welcome

12:00 – 12:30 p.m.
Lunch Break

9:00 a.m. – 4:00 p.m.
Course Timing


Vision and Mission Statement Development

  • Goals
  • Organization
  • Challenges

Strategic Planning Tools

  • SWOT
  • Affinity mapping
  • Balanced scorecard
  • Porter’s Five Forces
  • Visioning

Strategic Frameworks

  • OGTM – Objectives, Goals, Tactics, Measures
  • OGSM – Objectives, Goals, Strategies, Measures
  • VSEM – Vision, Strategy, Execution, Metrics

Key Performance Indicators and Other Metrics

  • Working capital
  • Debt to equity ratio
  • Current ratio
  • Return on equity
  • Consumer acquisition cost to lifetime value
  • Progress reports and dashboards

Writing the Actual Plan

  • When to use the right tools and how to select it
  • Single page strategic plans?
  • Plan development
  • Plan presentation

Performing a Gap Analysis

  • Identify areas of improvement
  • Analyze operations
  • Define Objectives
  • Define gap
  • Create plan

Workflows for Revisions

  • Annual and leadership reviews
  • Initiation and communication
  • Updating the plan

Change Management

  • Change management tools and process
    • Readiness assessments
    • Communication planning
    • Sponsorship and stakeholder roadmaps
    • Training
    • Resistance management
    • Employee feedback
    • Change reinforcement
    • Results management
  • Change management potential failures


John Nolte, GIS Manager – Administrative Services, Denver Water

John M. Nolte, GISP is the GIS Manager for Administrative Services at Denver Water in Denver, Colorado.  He is responsible for managing the spatial analytics GIS group for the utility and is working with data analytics and asset management.  John has 10 years’ experience in water and wastewater utility and was previously a state-certified water and wastewater professional.  He has extensive knowledge of asset management and the use of GIS to analyze infrastructure.  He has also been a manager in GIS for over ten years and teaches leadership and management courses specific to the GIS profession.  He currently serves on the board of directors of URISA International and is treasurer of the local Rocky Mountain Chapter of URISA.  John is also a member of the GIS Advisory team for Emily Griffith Technical College in Denver where he helps build structures for curriculum and study goals for the certificate program.

Online Delivery

We will be using Microsoft Teams to facilitate your participation in the upcoming event. You do not need to have an existing Teams account in order to participate in the broadcast – the course will play in your browser and you will have the option of using a microphone to speak with the room and ask questions, or type any questions in via the chat window and our on-site representative will relay your question to the instructor.

  • Microsoft recommends downloading and installing the Teams app if possible. You may also use the Edge browser or Chrome.
  • You will receive a separate email with a unique link to a personalized landing page which will include links to join all sessions of this event.
  • If you are using a microphone, please ensure that it is muted until such time as you need to ask a question.
  • The remote meeting connection will be open approximately 30 minutes before the start of the course. We encourage you to connect as early as possible in case you experience any unforeseen problems.


Please Note: This event is being conducted entirely online. All attendees will connect and attend from their computer, one connection per purchase. For details please see our FAQ

If you are unable to attend at the scheduled date and time, we make recordings available to all attendees for 7 days after the event


Strategic Planning for Water and Wastewater Utilities

January 29, 2024 | Online
Individual attendee(s) - $ 895.00 each

Volume pricing also available

Individual attendee tickets can be mixed with ticket packs for complete flexibility

Pack of 5 attendees - $ 3,580.00 (20% discount)
Pack of 10 attendees - $ 6,265.00 (30% discount)
Pack of 20 attendees - $ 10,740.00 (40% discount)

Your registration may be transferred to a member of your organization up to 24 hours in advance of the event. Cancellations must be received on or before December 22, 2023 in order to be refunded and will be subject to a US $195.00 processing fee per registrant. No refunds will be made after this date. Cancellations received after this date will create a credit of the tuition (less processing fee) good toward any other EUCI event. This credit will be good for six months from the cancellation date. In the event of non-attendance, all registration fees will be forfeited. In case of conference cancellation, EUCIs liability is limited to refund of the event registration fee only. For more information regarding administrative policies, such as complaints and refunds, please contact our offices at 303-770-8800




EUCI is accredited by the International Accreditors for Continuing Education and Training (IACET) and offers IACET CEUs for its learning events that comply with the ANSI/IACET Continuing Education and Training Standard. IACET is recognized internationally as a standard development organization and accrediting body that promotes quality of continuing education and training.

EUCI is authorized by IACET to offer 0.7 CEUs for this event

Requirements for Successful Completion of Program

Participants must sign in/out each day, be in attendance for the entirety of the course

Instructional Methods

Power Point presentations and open discussion will be used

Upon successful completion of this event, program participants interested in receiving CPE credits will receive a certificate of completion.

Course CPE Credits: 7.5
There is no prerequisite for this Course.
Program field of study: Specialized Knowledge
Program Level: Basic
Delivery Method: Group Internet Based
Advanced Preparation: None

CpeEUCI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site:


Who Should Attend

  • General Managers
  • Industry Stakeholders
  • Project Managers

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