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HomeMy WebLinkAboutCommunity Goals and Value Profiles - Mercer Survey— .MB MEI MERCER Management Consulting Town of Lexington Strategic Market Research: Goals and Values Profile of The Community Prepared for. Town of Lexington C Ci C=7 =' E d c L) C: C- ' cJ Town of Lexington Strategic Market Research: Goals and Values Profile of The Community Prepared for. Town of Lexington Prepared by: Mercer Management Consulting, Inc. 33 Hayden Avenue Lexington, MA 02173 (617) 861-7350 r=rEsC=3r 1 _ sC=D C=f1 = ter, Table of Contents Overview Snapshot of Lexington Appendix Lli.::::,!::-.1,',,L_ .... )110- Overview Snapshot of Lexington Appendix Introduction C f Ci C=1 C CZ1 C:13 L In March 1993, town meeting drafted an Article calling for a town -wide strategic plan. To this end, the Board of Selection began a series of town conversations to understand the collective attitudes of the residents of Lexington. To further this process, the Town of Lexington approached Mercer Management Consulting to help conduct market research exploring what the community values as "guiding principles and longterm objectives for the town were. Mercer agreed to donate its expertise to the town and has conducted focus groups and a survey, to provide the Selectmen a "snapshot" of residents' core values. • In March 1994, Mercer conducted four (4) focus groups with Lexington residents. The results of the groups are reported elsewhere. • This report summarizes the main aspects of a quantitative survey and is the opportunity for Mercer to deliver to Lexington the raw data for the survey. Charge from town meeting Board of Selectmen Town Conversations Focus Groups Strategic Plan Community Survey Olfice/DaielGrouprGrent/Protect Number/Protect Description FoldeiDocumenl Name Mercer Management Consulting Page 4 Major Conclusions '17=1 ! t c In general, the residents of Lexington have strong positive feelings about the Town. • 76% rate its public schools as excellent • 82% say its a great and safe community • Most consider it well-managed (57%), well-maintained (75%), the right size (61%), and right balance between open space and further development People's complaints about Lexington are consistent, too: it is characterized as an expensive town (47%) with too much traffic (19%) and too few restaurants and shops (15%). Although residents of Lexington are united by strong positive feelings about the town, they do differ in their long term attitudes and in their consideration of services and their tax burden. A complete summary of the top -line results is contained in the Appendix. Otlice/DateJGroupiCtientIProtect Number/Protect Description Folder)Document Name Mercer Management ConsuNtng Page 5 Public Opinion Survey Process Mercer and the Town of Lexington agreed to work jointly to conduct a survey of the Town's residents. Members of the Board of Selectmen, Town Manager's office, School Board, and Planning Board participated in this process. Mercer Drafted survey Redrafted questionnaire Delivered clean draft to Town Provided sampling plan and recommendations about survey administration Cleaned, coded, and keypunched data Analyzed data Reported findings 441* Lexington Reviewed and emended draft Approved survey Town Manager reproduced questionnaire, mailed it out to 1,400 randomly selected households, collected responses, delivered final set of questionnaires during last week of September OBicarDate/Group1ClienePro,ect NumbeoPro,ect Description FolderiDocument Name Mercer Management Consulting Page 6 Q I C d1=1 T= Q CIZI =1 ED = CD C"t [=] CO CD ED LJ LJ Public Opinion Survey Method 395 households completed and returned the questionnaire that was sent to them in the mail. Town Conversations Focus Groups Community Survey We are here Strategic Planning • In late April and May, Mercer drafted a survey which various members of official town bodies reviewed, revised and approved. • Final survey was approved in early June. • Town manager randomly selected 1400 households to which to send a questionnaire. • Questionnaire was mailed out in early July and responses collected until the third week of September. • Residents' anonymity was guaranteed and their anonymity preserved in the analysis. • Results have been compiled and are ready for the town to own. Oltir:elDate&Group?Client/Project NunberIProleci Desc peon FolderlDocument Name Mercer Management Consulting Page 7 Public Opinion Survey Method Considerations The overall response rate to the mail questionnaire was about 30%. Three hundred and ninety five (395) of 1,400 returned completed surveys by the September 22nd cut-off date. • Sampling plan was a simple random sample of households. • 1,400 households were chosen with the expectation of receiving 400 completed, returned surveys. • Mercer recommended the questionnaire be mailed out before the end of school year, with a letter from the Board of Selectmen explaining its purpose. However, budget constraints and the demands of town operations prevented these two steps from happening. None -the -less, the response rate to this questionnaire is within the expected range for the industry. 011icelDale/Group/Client/Projecl Number/Pro4ec1 Description FoIdeUOocumenl Name Mercer Management Consulting Page 8 C C C 7 EJ c C= C71 Lam. CZ CD C=1 c C.0 C=3 C.J (—I 7-1 Analytic Approach In this report, Mercer presents how the people of Lexington naturally cluster and form segments, based on their stated core values and long term goals for Lexington. • The segmentation is based on a procedure which identifies themes or patterns in people's responses (using multiple correspondence analysis) and then hierarchically organizes people by these themes (using a standard top-down clustering method). • The segmentation is a robust technique that produces stable groupings • Anyone wanting a more detailed description of the analytic process should contact Tony Siesfeld at Mercer Management Consulting. Office/Dale/ rouprGrenUUProlect NumborIProlect Description Folder/Document Name Mercer Management Cansulfing Page 9 El EJ Lam.! cJ C=0 CD L�3 C -.-a l=1 C+i cj tir • } Overview Snapshot of Lexington 0000110004; Appendix two OlikisoiSk L E cJ C=3 E Segmentation Solution 1777 C:23 1:=3 L_ Cj E C 1 c j C 1 1:73 C.�-3 L _) [ Based on stated Tong -term goals and core values, the people of Lexington group into six natural segments'. ' "Afford/Witty first." Lexington needs to assist those who are no longer able to afford living here by cutting taxes, building more affordable houses, and helping those who struggle. It would be okay for Lexington 10 sell some of its land to pay for critical services. "Lexington's not working well." Lexington is too expensive. Those who run town functions are not responsive to the citizens and do not work well together. The town should be more affordable and preserve its open spaces. It must reduce its taxes. • "Well-run, glad I'm here." Everything about Lexington is good, but could be better. It should show interest in the education of its children and preserve and maintain its open space. Promote cultural and economic diversity. Do not raise taxes. Percentages are unweighted. Very Price Sensitive Cost Concerned/ Value Critical Service Sensitive \ 10°0 19% Most Service Sensitive urrent Cost ce _ Good Current Allocation Okay "Education first." Invest in education, Lexington's schools are great!; and then concentrate on making Lexington more affordable. Reduce cost of doing business first, promote revenue second, raise taxes as a last resort. F 1 love Lexington." The schools are excellent. Invest in education, preserve open space; maintain current services no matter what the cost. It is okay to raise taxes to preserve what Lexington offers today. "Stay the course." Keep open spaces, but don't add any. Continue to maintain education, don't expand educational services. Don't raise taxes OfI ce/DaleJGrouplC'gMJProlecl NumbeIJProlect Desrarplion Folder/Dacumenl Name Mercer Management Consulting Page rr 1 c C' iI C 1 D C:23 C7 CD C2 C=3 C=D CZ C C: C3 Guiding Principles by Segment Maintaining its open spaces and its services consistently rank second and third in importance for each segment. Education and affordability take turns being the most important long-term goals for the segments. Lexington... ...should invest in public education of its children. ...open spaces should be preserved and undiminished. I...has to be more affordable. Town Average Affordability First Endorse' Avg. Ranke Lexington's Not Working Weil SEGMENTS Well-run, Glad I'm Here Endorse Avg. ...should promote cultural and economic diversity. ...has to continue same level of services it currently does, especially public safety. 75% 71% 48% 28% 2.0 2.8 3.3 4.5 61% 3.0 Rank 41% 3.1 49% 2.9 75% 38% 1.5 3.4 55% 2.7 Endorse 49% 77% 65% Avg. Rank 2.6 2.4 2.78 4.6 Endorse Avg. Rank 94% 1.5 83% 2.1 64% 2.5 39% 3.4 Stay The Course Endorse 74% 72% 44% I Love Education Lexington First Avg. Endorse Avg. Rank flank Endorse Avg Rank 2.1 92% 1.3 98% 1.5 3.0 1 80% • 2.3 65% 3.5 3.9 16% 4.4 41% 4.0 5.1 •t 22% 5-1 280 4.6 62% 2.8 7616 2.3 63" a 3.0 59% 3.1 56% 3.5 ...should maintain its current level of services 23% 4.7 20% 4.3 10% 5.4 43% 3.4 13`� 5.0 2B 4.4 3n. 4.5 no matter what it costs. 4 on 4 -point stale where 1=describes my posrpon not at all and 4=describes my post on very wel Average rank m importance, where I=top ranked Oft ce/OatelGrouplClienllPmlecl NumberlProlecr Description Folder/Document Name Mercer Management Consulting Page 12 f. J C3 CID C=3 C=) Q C= CID ni Attitude Snap Shot of Segments Although a number of attitudes distinguish segments, there are also many that unite Lexington. People tend to agree that the town is culturally, though not economically, diverse, that it has a good public library, that it is a good and safe place to live, and that it offers plenty of recreational opportunities for all its citizens. Lexington's public schools are excellent. Lexington Is very expensive to live in. There are too many people and cormnitt 'mind in running Lexington. The various town committees end boards do not work well together. The quality of public education In Lexington is declining. Lexington has a good mix of affordable housing. Top Bottom Top Top Bottom Top Bottom Top Bottom Top Bottom DISTINGUISHING ATTITUDES' Town Affordability Average First 34% 30% 2% 2% 44% 1% 12% 13% 8°l0 7% 67% 0% 7% 4% 5% 7% 14% 9% 10% 14% 12% Lexington's Well-run, l Stay The I Love Education Not WorkingI Glad I'm Here Course Lexington First Well -- -._. 25% 1 60% 28% 38% 37% 2% 0% 1% 0% 4°/0 52% 0% 53% 43% 30% 30% 3% 0% 0% 1% 48% 48% 4% 6% 0% 8% 8% 14% 16% 19% 31% 4% 30% 17% 31% 3% 2% 1% 4% # 3% 6% 6% 30% 10% 7% 19% • 17% ! 4% 6% 6% 5% 29% 29% 8% 5% 11°� 15% 250 13% 1390 16'c 4Gr. 13'.: ' Based on lop and bottom box scores, where lop bo S1 e , 5p me.rrs .f*, r aTee and bonom oo= rr e rr means st:ongry drsa,'ee Dr.r, mole c:tr.toes mar =ar by segment ale reported OthearDate&GrouplCbent/Prorect Number/Protect Descrrplion FoldellDocumenl Name Mercer Management Consulting Page 13 (=— __ CZ) C:=3 1=D CD CD C=3 C= C:= C C Q CD C3 ci C.� Demographic Descriptions of the Segments Segments do differ demographically, with those segments given highest priority to education having the highest concentration of children. Willingness to consider increased taxation as a means of maintaining services is related to employment. Segments do not really distinguish themselves by education levels. Town Average 43% 36% 26% Age Trends Lexington's Staythe Affordability ty Not WeGlad WePm Here Course Welle 45% 19% 27° 0% 16% 55-74 45-74 (67%) (50%) Currently Married/Living with Other Children at Home = Big Difference 51% 66% 82% 23% 42% 37% 32% I Love Education Lexington First 44% 4.5% 413% 42`.ry 28% 429 45-54 (30%) 35-54 35-54 35-54 75+ (22%) (55%) (53%) (73%) 63% BO% 76% 841 41% 570 57% 74% DlliceeDate/GrouprClrenpProtect NumbeerPrpten Description Foldenvocvnent Name Mercer Management Consulting Page 14 Demographic Descriptions of Segments (Continued) Town Average Children j Lexington School' Children Ever In Lexington School [ Education: College Graduate Graduate School AA -1 ...-dmiolildirl•MA.Med 64% Affordability First 21% Lexington's Well-run, Stay the I Love Education Not Well Working Glad I'm Here Course Lexington First 44% ,36% 24% 39% 41% Employed Outside the House Full -Time 33% 5° 1 Employed Outside the House Part -Time 31% 32% 39% t Based on children al home. = Big Difference 4796 62% 69% 27% 40% 4391 413% 21% 36% 80% 73% 80% 80% .. i 2 35% 49% } 46% 34% 26% ottoce/DaI&GrouptClrent/Protact Number/Propel Deurpaon FoIder/Documenl Name Mercer Management Consulting Page 15 C1 I= C=) D Ci C. =) CD =I CD C=1 C:= CZ) Overview Snapshot of Lexington Appendix 1 _ 1 9 0 0 9 9 9 9 0 0 D 9 9 9 0 a 9 Your opinion counts! To serve its people and allocate its resources better, the Town of Lexington has begun the process of developing a strategic plan for Lexington's future. To develop this strategic plan, the town needs to determine what the community holds as its set of guiding principles and long term objectives for the town. In its ongoing effort to identify these core values and long term goals, the town is sending this questionnaire to a randomly selected group of residents. Are you a legal resident of Lexington? Yes ❑ 1 No ❑ 2 Are you at least 18 years old? Yes ❑ f No ❑ If you answer "yes" to both of these questions, please take 10-15 minutes to fill in this questionnaire. If you answer "no" to either question, please let some one in the household who is both a resident of Lexington and at least 18 years old complete this questionnaire. Please let the opinions you record be your own, rather than trying to represent your entire household's point of view. Thank you very much. All your responses will be treated confidentially. Results will be reported by groups or in total only. 18 19 (1-5) f11 6-7 r• 1. The following is a list of statements, some positive and some negative, which you may or may not think describe Lexington. Please read the list of statements and indicate whether and how strongly you agree and disagree with each statement. (Circle one response for each Nem belott } Strongly Strongly Agree Disagree a. Lexington is a culturally diverse community 28% 36% 26% 7% 2% b. Lexington's public schools are excellent. 34 42 17 5 2 c. Lexington is a very expensive town to live in. 44 33 19 3 1 d. Lexington is economically diverse. 6 18 35 34 7 e. There are too many people and committees involved in running 12 11 43 21 13 Lexington. f. Lexington has done a poor job managing the commercial development of town center. 9 15 26 33 12 g. Lexington has a good public library. 71 23 4 2 1 h. The various town committees and boards do not work well together. 8 14 51 20 7 i. The quality of public education in Lexington is declining. 14 27 28 20 10 j. Lexington has too few recreational opportunities for teenagers and young adults. 9 16 25 28 23 k. Lexington town officials are not very responsive to citizen's concerns. 7 15 36 29 13 1. Lexington has inadequate public transportation between it and other communities. 12 22 27 23 15 m. The town should develop a strategic plan for managing ongoing growth and spending in Lexington. 50 33 12 2 2 n. Lexington has the right number of residences within its borders. 5 30 31 5 3 o. Lexington has a good mix of affordable housing. 12 18 29 27 15 p. The Lexington public schools are well-managed. 14 34 30 15 8 q. The streets and public buildings are well-maintained. r. Lexington has not capitalized on its historic heritage as well as 25 50 18 5 1 other communities, such as Salem and Concord, have. 16 22 23 26 12 s. Lexington is a quiet and safe community. 35 47 15 4 1 t. Lexington school officials are not very responsive to citizen's 10 13 39 24 13 concerns. u. Lexington has too few services and opportunities for its senior citizens. 4 11 39 27 20 v. Lexington's municipal services are well-managed. 17 40 37 5 2 w. I am not getting good value for my tax dollar. 10 18 26 29 17 x. Lexington has adequate public transportation within its borders. 27 33 25 9 5 If you have any additional thoughts or comments about Lexington you wish to add, please write them on the back of any of the pages of this questionnaire. 00-13) 0 0 0 0 0 0 0 0 0 9 9 9 9 9 9 0 2. In your opinion, what are the three best aspects of living in Lexington? (Multiple 134-393) responses allowed) . The schools/quality of education 59% Its convenence to Boston/location 38 Public safety (e.g.. police) 34 Attractiveness/charm 31 3. 3. In your opinion, what are the three least desirable aspects of living in Lexington? 1. Taxes 30% Traffic 19 2. Town government 18 Cost of living 17 3. 4f1-45 4. In your opinion, what are the three things Lexington should try hardest to improve? (46.51) 1. Improve schools 59% Traffic control/parking 38 2. Reduce taxes 34 Business development 31 3 5. To develop a sensible long-term plan for managing the town, Lexington needs to state what its guiding principles will be for making decisions about development, allocation of money and reduction of services, if necessary. In your own words, what do you think should be the guiding principles for Lexington? Invest in eduction 59% Better financial management 38 (52-571 Maintain current level of services 34 Preserve open spaces 31 3 6. The following have been put forth as guiding principles. How well do each of these positions represent your own? (Circle one response for each item below) Very Somewhat Not too Not at Well Well Well all Well a. Lexington should invest in the public education of its children. 75% 20% 4% 2% b. Lexington's open spaces should be preserved and undiminished. 71 25 4 1 c. Lexington has to be more affordable to its residents, especially for 48 32 14 7 those who grow up here and for those who have lived here and are now living on a fixed or reduced income. d. Lexington should promote greater cultural and economic diversity 28 34 27 11 among its citizens. e. Lexington has to continue to offer the same level of services that it 61 33 5 1 currently does, especially its public safety and public works services. f. Lexington should maintain its current level of services no matter what 23 40 22 16 it costs (58-63) 7. Please rank the following items from most (1) to least (7) important. Please include your own statement from question 5. Rank Please circle appropriate number; Most Least Important Important a. Lexington should invest in the public education of its children. 51% 21% 13% 10% 13% 3% 1% b. Lexington's open spaces should be preserved and 29 20 23 14 7 6 2 undiminished. c. Lexington has to be more affordable to its residents, especially 24 15 19 12 13 9 7 for those who grow up here and for those who have lived here and are now living on a fixed or reduced income. d. Lexington should promote greater cultural and economic diversity among its citizens. 8 10 13 17 15 20 17 e. Lexington has to continue to offer the same level of services that it currently does, especially its public safety and public works services. 22 22 21 15 12 7 1 f. Lexington should maintain its current level of services no matter what it costs. 7 9 14 15 15 17 23 (64-70) 4 C 8. The following represent a hypothetical set of trade-offs the town of Lexington might have to make in the future. For each of these trade-offs, please indicate what choice you would want the town to make, if it was faced with these two particular choices. a. Build additional, affordable housing 22% or Maintain current amount of open space in town. 72% (Check if not sure) 7% b. Devote money to funding of public schools 57 or Devote money to public safety and public works services. 30 14 c. Devote more public money towards specialized classes in the Lexington Public Schools 22 or Charge a fee for these specialized classes. 63 15 d. Reduce current level of services to keep taxes within Proposition 2'/2 limits 41 or Maintain current levels of town services at the cost of increased taxes. 48 11 e. Increase current level of services at a cost of increased taxes 18 or Maintain current levels of town services and keep within Proposition 21/2 limits. 71 11 f. Promote economic development by attracting new white collar industries or businesses to town 76 or Promote development by relaxing zoning regulations to allow for small commercial developments in some Lexington neighborhoods. 14 11 g. Sell some of Lexington's land to pay for critical services 30 or Make cuts in critical services. 39 31 h. Buy more land for conservation purposes 22 or Maintain current amount of open space in Lexington. 76 3 i. Reduce current level of services to keep taxes at Proposition 21/2 limits 70 or Reduce current level of services to keep taxes below Proposition 2h12 limits. 13 16 (71-79) End card 01 dup (1-5) Q2 6-7 5 0 0 0 9 9 0 a 0 9 0 0 0 0 0 9 n 9 9. In the future, Lexington may have to do more with less. Below is a list of ideas residents recently suggested. Please indicate, in your opinion, the degree to which you would support these ideas if the town attempted to implement them. (Circle one number for each item below) Strongly Support Strongly oppose a. Reward employees with cash incentives if they suggest successful 38% 28% 17% 6% 10% ways of making their own office, department, or group function more efficiently and economically. b. Team up with neighboring communities to negotiate better deals 72 20 5 1 2 and lower costs for services such as garbage collection or road repair. c. Change to a fee-for-service for services such as refuse pick-up, 9 14 23 16 35 recycling and hazardous waste disposal. d. Make all town and school departments and services do more with 28 23 30 11 8 less rather then eliminate specific departments or services. e. Start a fund to assist those who are unable to pay their full tax bill 11 18 28 20 24 f. Hire a business development officer to encourage new businesses to come to Lexington. 13 20 30 17 20 g. Establish an office to coordinate volunteer, community services 24 28 22 13 12 programs. h. Start a fund which Lexington could use to pay for its service and 30 30 22 9 9 into which residents could make tax-deductable contributions. i. Eliminate specific services or departments. (Please indicate which 22 5 28 21 24 one(s) you would suggest select school services. Lexpress .) (8-161 10. If Lexington did have to cut services, or change its operating philosophy, what cuts or changes would you find acceptable? That is, are there services or functions now offered by Lexington that you could do without? (17-22) Lexpress service 13% Select school services 10 Recreation 6 11. Please describe any additional suggestions you might have for how Lexington might become a better place to live: Improve schools 8% (23-28) Increase development 6 More affordable housing 4 6