Strategic Planningr

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Strategic Planningr

  1. 1. Strategic Planning
  2. 2. What is Planning? <ul><li>Planning a vacation vs. Planning for an organization </li></ul><ul><ul><li>Knowing who you are and what you need helps determine where you go. </li></ul></ul><ul><ul><li>Once you know the destination you can work out the steps to get you there. </li></ul></ul>
  3. 3. Who Is Involved? <ul><li>Director/President/CEO </li></ul><ul><li>Board or Governing Body </li></ul><ul><li>Staff </li></ul><ul><li>Users/Benefactors of Service </li></ul>
  4. 4. Who is Involved? <ul><li>Facilitator </li></ul><ul><ul><li>An objective observer </li></ul></ul><ul><ul><li>A professional planner </li></ul></ul><ul><ul><li>Industry knowledge </li></ul></ul><ul><ul><li>Manages the process </li></ul></ul><ul><li>No Facilitator </li></ul><ul><ul><li>Outsiders are not welcome </li></ul></ul><ul><ul><li>Less expensive </li></ul></ul><ul><ul><li>More buy-in of participants? </li></ul></ul><ul><ul><li>Internal person to manage the process </li></ul></ul>
  5. 5. Who are you <ul><li>The Environmental Scan </li></ul><ul><ul><li>Collect Data </li></ul></ul><ul><ul><ul><li>Internal Statistics </li></ul></ul></ul><ul><ul><ul><li>Community/Organization Statistics </li></ul></ul></ul><ul><ul><ul><ul><li>Demographics </li></ul></ul></ul></ul><ul><ul><li>Collect Primary information </li></ul></ul><ul><ul><ul><li>Staff Focus Groups </li></ul></ul></ul><ul><ul><ul><li>Community/Organization Focus Groups </li></ul></ul></ul>
  6. 6. Emerging Trends <ul><li>Two consequences from collecting this data: </li></ul><ul><li>Understanding of the organization </li></ul><ul><li>Emerging Trends and Issues </li></ul>
  7. 7. Emerging Trends <ul><li>Institutional Knowledge: </li></ul><ul><li>Mission Statement </li></ul><ul><li>Values </li></ul><ul><li>Emerging Trends & Issues: </li></ul><ul><li>Themes for discussion </li></ul><ul><li>Specific Goals for the plan </li></ul>
  8. 8. Brainstorming Session or Dealing with the White Elephant <ul><li>Gather all of the key players for a facilitated (internal or external facilitator) discussion to finalize mission statement, vision (if desired), institutional values, and list of key issues. </li></ul>
  9. 9. SWOT <ul><li>Strength </li></ul><ul><li>Weakness </li></ul><ul><li>Opportunity </li></ul><ul><li>Threat </li></ul>
  10. 10. PEST <ul><li>Political </li></ul><ul><li>Economic </li></ul><ul><li>Social </li></ul><ul><li>Technological </li></ul>
  11. 11. The Plan <ul><li>Take the Planning to Plan material to develop the plan. </li></ul><ul><li>Mission, Vision, Values </li></ul><ul><li>Institutional Needs/Goals </li></ul><ul><li>User Needs/Goals </li></ul>
  12. 12. The Plan <ul><li>Mission </li></ul><ul><li>Goals </li></ul><ul><li>Objectives </li></ul><ul><li>Strategies </li></ul>
  13. 13. The Plan <ul><li>Appendix: </li></ul><ul><ul><li>Background information </li></ul></ul><ul><ul><li>Operating Budget </li></ul></ul><ul><ul><li>Task oriented Plans </li></ul></ul><ul><ul><li>Tool for monitoring or measuring progress </li></ul></ul>
  14. 14. Managing by Objectives <ul><li>Use the Strategic Plan as an evaluation tool: </li></ul><ul><li>Discuss goals and objectives with Supervisors/staff </li></ul><ul><li>Supervisor/staff commits to completing objectives for the year </li></ul><ul><li>Evaluation is based on the outcome of this commitment </li></ul>
  15. 15. Monitor Progress <ul><li>Quarterly updates </li></ul><ul><ul><li>Revise timelines </li></ul></ul><ul><li>Annual Progress </li></ul><ul><ul><li>Revise goals, objectives and timelines </li></ul></ul><ul><ul><li>Report successful completion of goals </li></ul></ul>
  16. 16. Further Reading <ul><li>Websites: </li></ul><ul><li>Strategic Planning Society: http://sps.org.uk/ </li></ul><ul><li>Leader to Leader Institute: </li></ul><ul><li>  http:// www.drucker.org/index.html </li></ul>
  17. 17. Further Reading <ul><li>Websites: </li></ul><ul><li>Community Vision Process: </li></ul><ul><li>http://www.lukevision.com/ </li></ul><ul><li>The Ferguson Library’s plan: </li></ul><ul><li>http://www.fergusonlibrary.org/about_us/LongRangePlan2006-2011.pdf </li></ul>
  18. 18. Further Reading <ul><li>Books </li></ul><ul><li>Drucker, Peter F. Excellence in Nonprofit Leadership: A Three-in-One Development Program for Boards and Staff . John Wiley & Sons, Incorporated, 1998. </li></ul><ul><li>Drucker, Peter F. Managing the Non-Profit Organization: Principles and Practices . HarperInformation, 1992. </li></ul>
  19. 19. Further Reading <ul><li>Books </li></ul><ul><li>Freedman, Mike. The Art and Discipline of Strategic Leadership . The McGraw-Hill Companies, 2002. </li></ul><ul><li>Nelson, Sandra S. Strategic Planning For Results . American Library Association, 2008. </li></ul>
  20. 20. Further Reading <ul><li>Articles </li></ul><ul><li>BRANDING HELPED TO PROMOTE OUR LIBRARY AND ITS TECHNOLOGY. By: Sejan Yun. Computers in Libraries , May2004, Vol. 24 Issue 5, p18 , 5p ; (AN 13027895 ) The Ferguson Library. http://search.epnet.com/direct.asp?an=13027895&db=f5h </li></ul><ul><li>The Elmer L.Andersen Library: Accomplishing the Impossible. By: Kelsey, Donald G. . Library Trends , Summer2003, Vol. 52 Issue 1, p49 , 11p ; (AN 11063992 ) The Ferguson Library. http://search.epnet.com/direct.asp?an=11063992&db=f5h </li></ul>
  21. 21. Further Reading <ul><li>Articles </li></ul><ul><li>Wilson, Stu. &quot;Saint Paul's strategic solution: an energetic three-year vision emerges from serious self-examination.&quot;  Library Journal  131.16 (Oct 1, 2006): 32(4).  General OneFile . Gale. Ferguson Library. 30 Jan. 2008  http://find.galegroup.com/itx/start.do?prodId=ITOF>. </li></ul>

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