Financial Planning Committee Special Meeting Agenda

· Islands Trust Area · Meeting Documents · 2025

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Financial Planning Committee
Agenda
 
Date:Wednesday, March 5, 2025
Time:10:30 am - 12:00 pm
Location:Electronic Zoom Meeting
Pages
1.  CALL TO ORDER
10:30 AM
2.  AGENDA
2.1  Review of the Agenda
Committee to consider late items, new items and re-ordering of the agenda
2.2  Approval of Agenda
3.  BUSINESS - WORK PROGRAM ITEMS
3.1  2026/27 Budget Public Engagement Process
3.1.1  Draft Public Survey for 2026/27 Budget - Briefing
2 - 14
3.1.2  2026-27 Budget Public Engagement Process - Request For Decision
15 - 22
That Financial Planning Committee approve the 2026/27 Budget Public
Engagement project charter.
4.  BUSINESS - NEW
5.  NEXT MEETING
Wednesday, May 28, 2025, from 10:30 a.m. to 3:00 p.m. 
The Audit Committee will be meeting on the same day from 10:00 a.m. to 10:30 a.m.
6.  ADJOURNMENT
12:00 PM
*Approximate time is provided for the convenience of the public only and is subject to change
without notice.

 
Islands Trust Briefing Page 1 
 
 
 
 
BRIEFING 
 
 
To: 
Financial Planning 
Committee 
 For the Meeting of: 
February 19, 2025 
     
From: 
Trust Area Services 
 Date Prepared: 
February 12, 2024 
     
SUBJECT: DRAFT PUBLIC SURVEY FOR 2026/27 BUDGET 
 
 
PURPOSE: 
 
To provide Financial Planning Committee with a draft public survey for feedback. The draft 
survey is intended to seek input that will assist Trust Council with setting budget guidelines and 
a developing a draft 2026/27 budget.  
 
BACKGROUND: 
 
At its August 28, 2024 meeting, Financial Planning Committee requested staff amend the 
current draft public engagement survey to minimize the length, convey information using 
graphics only (rather than text and graphics), and include a question to find out from the public 
what Islands Trust is doing well. In drafting the survey, staff kept in mind Financial Planning 
Committee’s intention is to potentially issue the survey prior to the start of the 2026/27 budget 
development process. 
 
At its January 22, 2025 meeting, Financial Planning Committee requested staff amend the 
provided draft of the public engagement survey to include a number of items, including but not 
limited to: adding more information to the survey, asking new questions, including tailoring the 
survey for Bowen Island residents, adding additional resources and links, and reintroducing key 
questions. The explanations of which requests were implemented and how, can be found in the 
attached document entitled: Staff response to FPC survey feedback in January 2025.  
 
The next steps will be to incorporate any feedback on the draft from the Financial Planning 
Committee, and advance the project as per the Project Charter. 
 
ATTACHMENTS:    
 
1.   Draft 2026/27 pre-budget survey. 
2.   Staff response to FPC survey feedback in January 2025 
 
FOLLOW-UP:    
 
Staff will amend the draft survey as requested. 
 
Prepared By: Communications Specialist, February 12, 2025 
 
Reviewed By/Date: Director, Trust Area Services, February 12, 2025 
 
2

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