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Planning & Partnerships:
Strategic Initiatives
Talking Points
April 13 2010 Computers in Libraries 2
• A bit about Olin
• What is a partnership?
• Why partner?
• Case in External Advisory Board
• Case in Vendor partnering
• Corporate - Academic
• Case in Collection development
• Staff possibilities
• Cases in Technology
• What is success?
• Lessons learned
FotoRita
Computers in Libraries
April 13 2010 3
Olin’s Library
Computers in Libraries
• Philosophy
• Access
• Service
April 13 2010 4
What is a Partnership?
April 13 2010 Computers in Libraries 5
Vendors Customers
Internal
Partners
Other
Centers
Info
Center
Why Partner?
April 13 2010 Computers in Libraries 6
• Global mindset
• Think strategically
• Innovate
Creating a Station
April 13 2010 Computers in Libraries 7
Alosh Bennett
Case in External Library Advisory Board
April 13 2010 Computers in Libraries 8
Ken Bosma
• What was the
goal of my board?
• What groups did I
want to consider?
• What value
would each group
bring?
Creating THE LIST & Recruiting
• Considerations:
– Geography
– Diversity of
representation
– Existing relationships
– New relationships
– Balance of expertise
– Win-win relationship
April 13 2010 Computers in Libraries 9
James Montgomery Flagg
First Meeting
April 13 2010 Computers in Libraries 10
cara fealy choate
Plan
• Purpose
• Agenda
• Date
• Time
• Space
Binders
• Strategic
plan
• Members
• Biographies
• Background
questions
• Directions
Logistics
• Food
• Presentation
• Internal
guests
• Note taker
• Name tags
& tents
Meeting Content
April 13 2010 Computers in Libraries 11
• Players introduce
themselves
• Plan for the day
• Olin presentation
Introductions
• Strategic plan
• Other questions,
such as faculty
research support
Discussions
• Gather feedback
throughout
discussions and
during lunch
• A good scribe helps
Feedback
Beyond the 1st Meeting
• Agenda of current topics
– Partnerships
– Circling back to the strategic plan in our new
financial climate
• Each meeting
– Update of library initiatives
– Any campus or external events that impact library
April 13 2010 Computers in Libraries 12
Impact
Administrative
Impact
Network of
Experts
Wisdom of
Group
April 13 2010 Computers in Libraries 13
Value of Board
Outside of Meetings
• Where the Network of
Experts Shine
– Copyright advice
– Strategic plan meets a
new budgeting
environment
– Running a large
marketing event
– One good link leads to
another
April 13 2010 Computers in Libraries 14
Ian Burt
Case in Vendor Partnering
• Vendors as Partners
– Think win-win
– Training
– Prizes and materials
– Snacks during finals
– Industry advice &
mentoring roles
Computers in Libraries
April 13 2010 15
Library Vendor Fair: Planning
Timeline
Players
Budget
Communicate!
April 13 2010 Computers in Libraries 16
Set your goal, and then…
Library Vendor Fair: Execution
2 Weeks
Before
Day
Before
Day Of
April 13 2010 Computers in Libraries 17
Library Vendor Fair:
Comments I
• Students answering raffle question
“What did you learn?”:
– We have access to a lot of online resources!
– Where/how to do my research.
– I learned how to customize my search windows.
– E-book note taking – pretty nifty!
– That our library is the most awesome ever! So
many resources, so little time!
April 13 2010 Computers in Libraries 18
Library Vendor Fair:
Comments II
• Vendor feedback:
– “I very much enjoyed the experience at Olin’s vendor day
and we would certainly love to participate again next
year. What was particularly interesting from my stand-point,
was the students’ reaction to our technology...” Credo
– “It was great to get a chance to meet with students, faculty,
and staff.” Elsevier
– “We had great foot traffic and the students asked thoughtful
questions and really showed interest in our resources. I was
really glad to be able to speak with them.” Thomson Reuters
April 13 2010 Computers in Libraries 19
Corporate - Academic
April 13 2010 Computers in Libraries 20
Olin & Analog Devices
Flow of
Customers
Mentoring
& Lifelong
Learning
Projects &
Internships
Local Partner Possibilities
April 13 2010 Computers in Libraries 21
• Babson-Olin-Wellesley
• Complimentary
Curriculum & Distance
• Cultures and Sizes
• History
• Presidents & Moving
Forward
Partnership Journey
April 13 2010 Computers in Libraries 22
James Jordan
• Five Colleges
• Tri-College
• Claremont
• Colby-Bates-Bowdoin
• 2CUL
• Partner Spectrum
Case in Collection Development
April 13 2010 Computers in Libraries 23
Staff Possibilities
April 13 2010 Computers in Libraries 24
• Liaisons / Subject
Experts
• Embedded Librarians
• Technical Services
• Library IT Expertise
• Staff Development
Cases in Technology
April 13 2010 Computers in Libraries 25
• ILS Systems, Skins and the
like
• Institutional Repositories
• Shared Databases
• Wikis, Blogs
• Chat, Twitter
• Subject Guides
• Mobile
What is Success?
April 13 2010 Computers in Libraries 26
Mission / Vision / Goals
Lessons Learned
April 13 2010 Computers in Libraries 27
• The tent
• Communicate,
communicate,
communicate
• Time
• Outside organizations
can be useful
• Grants are good
Resources I
April 13 2010 Computers in Libraries 28
• 2CUL: http://www.2cul.org/
• Claremont University Consortium:
http://www.cuc.claremont.edu/
• Colby, Bates & Bowdoin: http://www2.cbbnet.org/
• Five Colleges: http://www.fivecolleges.edu/
• Tri-College background:
http://www.oberlingroup.org/files/CCD_Projects_P
ennsylvania.pdf
• Tri-College site: http://trilogy.brynmawr.edu/trico/
Resources II
April 13 2010 Computers in Libraries 29
A Special Thanks To
Computers in Libraries
April 13 2010 30
Creative Commons
On Flickr
http://www.flickr.com/creativecommons
April 13 2010 Computers in Libraries 31
Contact me
dianna.magnoni@olin.edu
www.linkedin.com/in/deemagnoni
www.facebook.com/dmagnoni
twitter.com/deemagnoni

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Planning & partnerships: strategic initiatives 20100423

  • 2. Talking Points April 13 2010 Computers in Libraries 2 • A bit about Olin • What is a partnership? • Why partner? • Case in External Advisory Board • Case in Vendor partnering • Corporate - Academic • Case in Collection development • Staff possibilities • Cases in Technology • What is success? • Lessons learned FotoRita
  • 4. Olin’s Library Computers in Libraries • Philosophy • Access • Service April 13 2010 4
  • 5. What is a Partnership? April 13 2010 Computers in Libraries 5 Vendors Customers Internal Partners Other Centers Info Center
  • 6. Why Partner? April 13 2010 Computers in Libraries 6 • Global mindset • Think strategically • Innovate
  • 7. Creating a Station April 13 2010 Computers in Libraries 7 Alosh Bennett
  • 8. Case in External Library Advisory Board April 13 2010 Computers in Libraries 8 Ken Bosma • What was the goal of my board? • What groups did I want to consider? • What value would each group bring?
  • 9. Creating THE LIST & Recruiting • Considerations: – Geography – Diversity of representation – Existing relationships – New relationships – Balance of expertise – Win-win relationship April 13 2010 Computers in Libraries 9 James Montgomery Flagg
  • 10. First Meeting April 13 2010 Computers in Libraries 10 cara fealy choate Plan • Purpose • Agenda • Date • Time • Space Binders • Strategic plan • Members • Biographies • Background questions • Directions Logistics • Food • Presentation • Internal guests • Note taker • Name tags & tents
  • 11. Meeting Content April 13 2010 Computers in Libraries 11 • Players introduce themselves • Plan for the day • Olin presentation Introductions • Strategic plan • Other questions, such as faculty research support Discussions • Gather feedback throughout discussions and during lunch • A good scribe helps Feedback
  • 12. Beyond the 1st Meeting • Agenda of current topics – Partnerships – Circling back to the strategic plan in our new financial climate • Each meeting – Update of library initiatives – Any campus or external events that impact library April 13 2010 Computers in Libraries 12
  • 14. Value of Board Outside of Meetings • Where the Network of Experts Shine – Copyright advice – Strategic plan meets a new budgeting environment – Running a large marketing event – One good link leads to another April 13 2010 Computers in Libraries 14 Ian Burt
  • 15. Case in Vendor Partnering • Vendors as Partners – Think win-win – Training – Prizes and materials – Snacks during finals – Industry advice & mentoring roles Computers in Libraries April 13 2010 15
  • 16. Library Vendor Fair: Planning Timeline Players Budget Communicate! April 13 2010 Computers in Libraries 16 Set your goal, and then…
  • 17. Library Vendor Fair: Execution 2 Weeks Before Day Before Day Of April 13 2010 Computers in Libraries 17
  • 18. Library Vendor Fair: Comments I • Students answering raffle question “What did you learn?”: – We have access to a lot of online resources! – Where/how to do my research. – I learned how to customize my search windows. – E-book note taking – pretty nifty! – That our library is the most awesome ever! So many resources, so little time! April 13 2010 Computers in Libraries 18
  • 19. Library Vendor Fair: Comments II • Vendor feedback: – “I very much enjoyed the experience at Olin’s vendor day and we would certainly love to participate again next year. What was particularly interesting from my stand-point, was the students’ reaction to our technology...” Credo – “It was great to get a chance to meet with students, faculty, and staff.” Elsevier – “We had great foot traffic and the students asked thoughtful questions and really showed interest in our resources. I was really glad to be able to speak with them.” Thomson Reuters April 13 2010 Computers in Libraries 19
  • 20. Corporate - Academic April 13 2010 Computers in Libraries 20 Olin & Analog Devices Flow of Customers Mentoring & Lifelong Learning Projects & Internships
  • 21. Local Partner Possibilities April 13 2010 Computers in Libraries 21 • Babson-Olin-Wellesley • Complimentary Curriculum & Distance • Cultures and Sizes • History • Presidents & Moving Forward
  • 22. Partnership Journey April 13 2010 Computers in Libraries 22 James Jordan • Five Colleges • Tri-College • Claremont • Colby-Bates-Bowdoin • 2CUL • Partner Spectrum
  • 23. Case in Collection Development April 13 2010 Computers in Libraries 23
  • 24. Staff Possibilities April 13 2010 Computers in Libraries 24 • Liaisons / Subject Experts • Embedded Librarians • Technical Services • Library IT Expertise • Staff Development
  • 25. Cases in Technology April 13 2010 Computers in Libraries 25 • ILS Systems, Skins and the like • Institutional Repositories • Shared Databases • Wikis, Blogs • Chat, Twitter • Subject Guides • Mobile
  • 26. What is Success? April 13 2010 Computers in Libraries 26 Mission / Vision / Goals
  • 27. Lessons Learned April 13 2010 Computers in Libraries 27 • The tent • Communicate, communicate, communicate • Time • Outside organizations can be useful • Grants are good
  • 28. Resources I April 13 2010 Computers in Libraries 28 • 2CUL: http://www.2cul.org/ • Claremont University Consortium: http://www.cuc.claremont.edu/ • Colby, Bates & Bowdoin: http://www2.cbbnet.org/ • Five Colleges: http://www.fivecolleges.edu/ • Tri-College background: http://www.oberlingroup.org/files/CCD_Projects_P ennsylvania.pdf • Tri-College site: http://trilogy.brynmawr.edu/trico/
  • 29. Resources II April 13 2010 Computers in Libraries 29
  • 30. A Special Thanks To Computers in Libraries April 13 2010 30 Creative Commons On Flickr http://www.flickr.com/creativecommons
  • 31. April 13 2010 Computers in Libraries 31 Contact me dianna.magnoni@olin.edu www.linkedin.com/in/deemagnoni www.facebook.com/dmagnoni twitter.com/deemagnoni

Editor's Notes

  1. Majors: engineering; mechanical engineering; electrical and computer engineering Concentrations: bioengineering; computing; materials science; systems engineering Emphasis: design introduced immediately & implemented in projects throughout curriculum; heavy exposure to team-based project work; senior SCOPE project for all Students start very early with team-oriented, project-based courses that incorporate the practice of design The Learning Continuum fosters connections between the curriculum and the “extra-curriculum.” It consists of: Courses Research “Passionate Pursuits Co-Curricular Offerings Community Service Service to the College Clubs and Organizations Recreation Gender: 45% women; 55% men
  2. Philosophy Multiple intelligences Community Escape from temporal exhaustion Access 24 x 7 Wireless campus VPN Service No reference desk Tiny staff, open doors, build connections
  3. Goal: Olin’s library had moved from cutting edge and new to interesting with an edge that was becoming a bit dulled. I wanted to put the library back on a more innovative path and to choose strategic directions for financial and people resources. Groups to consider and their value: External faculty Corporate Librarians Vendor partners Industry experts Special knowledge
  4. - Engineering faculty member Faculty perspective / practices at peer institution Peer director from consortium Partnership perspective / what can group be doing? Director from major research university “Big player” perspective / depth and breadth of experience Director from scientific research institute Emerging practices / broad industry perspective / what our students need to know Corporate executive in technology sector Industry trends / further tech connections Director from engineering company Corporate perspective / what our students need to know to succeed in company Copyright and open access expert IP trends Olin alumni in industry Alumni perspective together with industry perspective Vendor partner STEM industry trends
  5. LibGuides & instruction, research, tools
  6. Helped revise mission & aspiration Brainstorming of financial ideas Examples from own work places
  7. Vendors as partners Training Snacks during finals Mentor through initial vendor fair
  8. Timeline: 6 months for our first fair Players: compile vendor partner list as well as departments and external resources that will be necessary Budget: Set amount that can be spent. Take a first pass at costs. Vendor input? Non-cash budget – raffle prizes Communicate: Vendor partners invitation WFIM raffle prizes food To Do By Confirm Contact Phone Cost Notes Credits Notes Total Cost Reserve space 20080328     Food/beverage     IT 20080331 Tables/cloths         Balloons 20080905 Publicity articles Tabletops 20080905 mini posters 20080905 prize poster + publicity posters (2) 20080905     parking passes 20080829 Ö   design raffle sheet 20080815 Photographer 20080815 $1,343.00   $291.00   $1,052.00
  9. Two weeks before: Food / beverage Tables / cloths Production of all posters and raffle tickets Tabletop identification Publicity articles Work with facilities on plan for the day Day before: Walk through space with facilities Oversee set-up of tables Ask IT for wireless password for vendor partners Troubleshoot any last minute issues with incoming vendor partners Meet early arrivals – possibly dinner, etc Day of: 7:00 am Arrive early to oversee table set-up with facilities 7:30 am Electrician wires 7:30 am Name placards on tables, boxes of vendor supplies to tables 9:00 am Linens arrive 9:30 am Wireless access code copied and distributed to vendor tables; distribute highlighters 10:30 am Catering arrives (2 hours late for linens, but employees had not received linen order) 10:50 am Call on balloons – order was lost; vendor will come right over 11:20 am Balloons arrive 2:05 pm Hold raffle drawing with vendors picking names for their prizes. Library employees choose library prizes and vendor prizes of vendors not in attendance. 2:10 pm Clean up and send out message to community on extra food 3:00 pm Send e-mails to prize winners 3:30 pm Compile comments from raffle tickets
  10. Five College: Amherst, Hampshire, Mt. Holyoke, Smith, UMass Amherst Tri-college: Bryn Mawr, Haverford, Swarthmore Claremont: Claremont Graduate University, Claremont McKenna, Harvey Mudd, Keck Graduate Institute, Pitzer, Pomona, Scripps 2CUL: Columbia, Cornell Collected stories, practices, lessons learned, where else should I go
  11. “Low hanging fruit” All consortium were practicing some level of this Colby, Bates, Bowdoin furthest along spectrum Vendors happy to help BOW, so complimentary that this has almost been a moot point
  12. Stronger Together Services and Resources Efficiencies and Budgets
  13. Bottom-up conversations; involve everyone in process Ithaka
  14. Philosophy Multiple intelligences Community Escape from temporal exhaustion Access 24 x 7 Wireless campus VPN Service No reference desk Tiny staff, open doors, build connections