Using SROI in libraries - AIRS lecture
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Using SROI in libraries - AIRS lecture

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Lecture given at AIRS lecture series, Aberystwyth, 23rd Nov 2011. Describes the Libraries for Life strategy and how SROI was used to evaluate impact on two elements of the strategy.

Lecture given at AIRS lecture series, Aberystwyth, 23rd Nov 2011. Describes the Libraries for Life strategy and how SROI was used to evaluate impact on two elements of the strategy.

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Using SROI in libraries - AIRS lecture Using SROI in libraries - AIRS lecture Presentation Transcript

  • Evaluating library strategies: Using social return on investment to evaluate the Libraries for Life strategy for Welsh libraries CyMAL: Amgueddfeydd Archifau a Llyfrgelloedd Cymru CyMAL: Museums Archives and Libraries Wales Dr Alyson Tyler Libraries Development Adviser CyMAL, Welsh Government @libalyson http://libalyson.wordpress.com
  • Outline of talk
    • Libraries for Life strategy and evaluation
    • Social Return on Investment
    • Issues to consider
    • Questions
    Grandad Bibli – part of marketing campaign
  • Libraries for Life strategy 2008-11
    • CyMAL – policy division of Welsh Government
    • Libraries for Life work strands
      • Community Learning Libraries Programme (capital)
      • Online content and resources
      • Regional library partnerships framework
      • National marketing strategy
      • Developing workforce skills
      • Welsh Public Libraries Standards Framework Three
    • Libraries for Life funding £10.5m
      • 2008-09 £1m + £1.5m capital
      • 2009-10 £1m + £3m capital
      • 2010-11 £1m + £3m capital
  • Libraries for Life work strands (1/2)
    • Community Learning Libraries Programme
      • Modernisation and refurbishment projects, grants to local authority libraries
    • Online content and resources
      • Online subscriptions to newspapers, family history, reference works etc
      • Provision of http://librarywales.org
      • All Wales library catalogue Cat Cymru, via portal
      • Project staff based at NLW
    • Regional library partnerships framework
      • Regional development officers, regional projects on key themes
  • Libraries for Life work strands (2/2)
    • National marketing strategy
      • Programme of activities including annual ‘festival’, staff awards, themed press releases, staff training, staff online toolkit, marketing messages etc
      • Project staff based at Wrexham CBC
    • Developing workforce skills
      • Bursaries for range of qualifications for library staff including NVQs, ICTL, Foundation Degree, BSc & MSc
    • Welsh Public Libraries Standards
      • Implementation of Framework Three
      • Planning Framework Four
  • Evaluation framework
    • Independent research company Scotinform, with Associates
    • 16 month evaluation process – interim reports
    • Qualitative and quantitative research:
      • Literature review – country comparator
      • Interviews with CyMAL staff
      • Interviews with strand leaders and key stakeholders
      • Survey of heads of library services
      • Staff: survey (online), focus groups (online and face to face) (300+)
      • Users: survey (online and paper), focus groups (online and face to face) (700+)
      • Non-users: interviews (face to face) and focus groups (online and face to face) (c.600)
    • SROI analysis on two programme strands
  • Social Return On Investment
    •  
    •  
    • Framework for measuring and accounting for value
    • Developed by the Office of the Third Sector (now the Office for Civil Society)
    • Measures relevant change to people or the organisation(s)
    • Measures social, economic and environmental outcomes
    • Monetary value to represent changes and value
    • 2 work strands assessed
    • Community Learning Libraries Programme case studies:
      • Pontarddulais (near Swansea, south Wales)
      • Wrexham (north Wales)
    • Workforce development (bursaries and training)
    SROI application to Libraries for Life
    • Establishing scope and identifying key stakeholders
    • Mapping outcomes
    • Evidencing outcomes and giving them a value
    • Establishing impact
    • Calculating the SROI
    • Reporting, using and embedding
    • SROI Network www.thesroinetwork.org
    SROI – 6 stage process
    • SROI relevant questions included in evaluation surveys
    • Focus groups held with library staff and users
    • CyMAL reports and management information analysed
    SROI – information gathering
    • Stakeholder  their input/investment  the outcome/change  value of change  calculations for each stakeholder and each change  the SROI ratio £1 to £x.xx
    • “ SROI is not just a number but a story about change which includes narrative, qualitative, quantitative and financial aspects”
    SROI - processing
  • And the answer is…
    • Workforce Development
    • £3.12* of SROI
    • Community Learning Libraries Programme
    • Pontarddulais : £3.42* of SROI
    • Wrexham: £2.16* of SROI
    • * = unverified
  • SROI and measuring impact of Libraries for Life
    • SROI challenging process
    • Many stakeholders and indicators identified
    • Consulting with large number of stakeholders a challenge
    • Not always possible to find a financial proxy to show the benefit (materiality)
    • Suggestion that SROI is not an appropriate measurement tool for a programme of this size
    • SROI more appropriate for smaller, discreet projects
  • Wider findings from the SROI process
    • Staff and users benefited: increased usage, improved public and staff environments
    • Staff benefitted from increased levels of skills and confidence and higher earning potential
    • SROI process provided valuable insight into wider impacts and benefits of the investment in the library sector in Wales
    • Further information in Chapter 13 of the Evaluation of Libraries for Life report on CyMAL website http://tinyurl.com/6d2y97b
  • Other findings and conclusions
    • “… excellent value for money…”
    • Wide reach impact of an holistic approach to investment in libraries
    • Value of partnerships across the library sector
    • Intrinsic ‘value’ of libraries, even from non-users
  • Further issues
    • Data gathering framework vital
    • SROI suitability for large programmes?
    • Other economic impact tools e.g. joint ROI project 2011-12 with Scotland and Northern Ireland
    • Other options for measuring performance in libraries (e.g. Welsh Public Library Standards)
  • Contact details
    • Alyson Tyler alyson.tyler@wales.gsi.gov.uk
    • @libalyson
    • http://libalyson.wordpress.com
    • http://www.slideshare.net/alysontyler
    • www.wales.gov.uk/cymal - Evaluation report available here (under Research and Evidence)
    • Alison Kennedy alison.kennedy@askconsulting.org.uk
    • www.askconsulting.org.uk
    • Scotinform www.scotinform.co.uk
  • Further reading
    • MLA. (2010). Community engagement in public libraries: an evaluation of the Big Lottery Fund’s Community Libraries Programme, Final Report . (By ERS Research and Consultancy)
    • Jura Consultants. (2008). Economic impact methodologies for the museums, libraries and archives sector: what works and what doesn’t . Commissioned by MLA Council and MLA South East.
    • Griffiths, J-M., King, D. & Lynch, T. (2004). Taxpayer return on investment in Florida public libraries . (2004). See http:// dlis.dos.state.fl.us/bld/roi/publications.cfm
    • Florida new report shows improvement since 2004 study: SROI increased from $6.54 in 2004 to $8.32 in 2008. See: http://dlis.dos.state.fl.us/bld/roi/publications.cfm
    • Any questions?
    • Diolch yn fawr