Why Technology Planning (Johnson & Sauers)

Nebraska Library Commission
Technology Planning:the why andthe how,[object Object],Laura Johnson & Michael SauersNebraska Library Commission,[object Object],Technology Planning Summer Camp22-23 August 2011,[object Object],http://www.flickr.com/photos/73662475@N00/2651957971/,[object Object]
Planning,[object Object]
THINK AHEA,[object Object],D,[object Object]
Plan,[object Object],A scheme or method of acting, doing, proceeding, making, etc., developed in advance,[object Object],A specific project or definite purpose,[object Object],A proposed, usually tentative idea for doing something ,[object Object],An outline, sketch, etc,[object Object],A schematic drawing ,[object Object]
Make no little plans. They have no magic to stir men's blood....,[object Object]
Planning,[object Object]
Why Plan?,[object Object]
To reach a port, we must sail--sail, not tie at anchor--sail, not drift. ,[object Object]
Golfers walk the course before a tournament,[object Object],London Taxi drivers have to pass a test on city geography,[object Object],Conductors follow the score,[object Object],Entrepreneurs follow a business plan,[object Object],Boy scouts and the Coast Guard are prepared,[object Object]
If you have built castles in the air, your work need not be lost; that is where they should be.  Now put the foundations under them. ,[object Object]
Planning in a Nutshell,[object Object],Look around,[object Object],What are the needs?,[object Object],Which of them could you address uniquely well?,[object Object],How will you accomplish this?,[object Object]
1. Look Around,[object Object],[object Object]
At the library
At the general environment,[object Object]
Why Technology Planning (Johnson & Sauers)
http://factfinder2.census.gov/faces/nav/jsf/pages/index.xhtml,[object Object]
Why Technology Planning (Johnson & Sauers)
http://harvester.census.gov/imls/compare/index.asp,[object Object]
http://www.lrs.org/,[object Object]
http://www.pewinternet.org/topics/Libraries.aspx,[object Object]
http://cari.unl.edu/ruralpoll/report11.shtml,[object Object]
visit.oclc.org/,[object Object]
http://www.boomerproject.com/resources/jumpin_jack.php,[object Object]
The best laid schemes ,[object Object],o’ mice an’ men,[object Object],Gang aft a-gley.,[object Object]
Be,[object Object],Prepared,[object Object],To Change,[object Object]
2.  What are the Needs/Wants?,[object Object]
It takes as much energy to wish as it does to plan. ,[object Object]
Surveys,[object Object],Focus Groups,[object Object],Keeping your eyes open,[object Object]
Surveys,[object Object],Focus Groups,[object Object],Keeping your eyes open,[object Object]
Surveys,[object Object],Focus Groups,[object Object],Keeping your eyes open,[object Object]
3.  Which Needs/Wants Can the Library Address Uniquely Well?,[object Object]
Consider:,[object Object],Library Mission,[object Object],Library Self-image,[object Object],Resources,[object Object],Time,[object Object],Space,[object Object],Expertise,[object Object],Funds,[object Object],Equipment,[object Object],Will,[object Object]
It does not matter how small you are if you have faith and plan of action. ,[object Object]
4.  How Will You Do It?,[object Object]
Our goals can only be reached through a vehicle of a plan. . . upon which we must vigorously act. There is no other route to success. ,[object Object]
Why Technology Planning (Johnson & Sauers)
Why Technology Planning (Johnson & Sauers)
Don’t you just love it when a plan comes together?,[object Object]
What a Technology Plan is…,[object Object],38,[object Object]
Your plan should be SMART,[object Object],Specific,[object Object],Measureable,[object Object],Aggressive & Attainable,[object Object],Results-oriented,[object Object],Time-bound,[object Object],39,[object Object]
What makes a good plan?,[object Object],http://www.flickr.com/photos/21143648@N05/3757284967/,[object Object],40,[object Object]
And what doesn’t?,[object Object],http://www.flickr.com/photos/8344872@N05/5892455733/,[object Object],41,[object Object]
What others will look for,[object Object],http://www.flickr.com/photos/63195643@N00/4184705426/,[object Object],42,[object Object]
The players,[object Object],http://www.flickr.com/photos/johnmcnab/4478818687,[object Object],43,[object Object]
Resources,[object Object],http://www.flickr.com/photos/47854931@N00/49915119/,[object Object],44,[object Object]
The Structure,[object Object],Executive summary,[object Object],Library description,[object Object],Library challenges,[object Object],Current technology environment ,[object Object],Emerging technologies,[object Object],Web site evaluation,[object Object],Recommendations,[object Object],http://www.flickr.com/photos/99771506@N00/5791228117/,[object Object],45,[object Object]
Executive Summary,[object Object],http://www.flickr.com/photos/49503002894@N01/95150434/,[object Object],46,[object Object]
Library Description,[object Object],http://www.flickr.com/photos/librarycommission/408221255/,[object Object],47,[object Object]
Library Challenges	,[object Object],http://www.flickr.com/photos/26604660@N08/3619143326/,[object Object],48,[object Object]
CurrentTechnology,[object Object],http://boingboing.net/2008/04/03/atari-users-desk-cir.html,[object Object],49,[object Object]
http://www.howtogeek.com/news/is-it-time-to-clean-the-computer-yet-image/5932/,[object Object],50,[object Object]
Emerging Technologies,[object Object],51,[object Object]
52,[object Object]
http://www.flickr.com/photos/travelinlibrarian/2076794610/,[object Object],53,[object Object]
Which tech do I plan for?,[object Object],http://www.flickr.com/photos/85494010@N00/54246114/,[object Object],54,[object Object]
Staff Competencies,[object Object],http://www.flickr.com/photos/99472898@N00/4856986697/,[object Object],55,[object Object]
Web Site Analysis,[object Object],http://www.flickr.com/photos/90288178@N00/4800030571/,[object Object],56,[object Object]
Recommendations,[object Object],Priorities,[object Object],Description of relevant categories,[object Object],Listing of the specific recommendations,[object Object],Type (new software, application, hardware),[object Object],Cost (including interdependencies),[object Object],Benefits,[object Object],Recommended timeline,[object Object],Assessment/results/training needed,[object Object],http://www.flickr.com/photos/83198397@N00/5037340038/,[object Object],57,[object Object]
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Why Technology Planning (Johnson & Sauers)

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Editor's Notes

  1. By its very nature, planning is optimistic—it assumes a future and it usually assumes growth. That makes it such a satisfying and reassuring activity.
  2. Parts Inspiration 10 Aspiration 5 Imagination 15 Perspiration 35 Information 35
  3. A planA demonstrationA lens with which to focusA prioritizing agentA budgeting toolAn aligner with other institutional goalsA training scheduleA fund-raising tool
  4. ConciseSpecificIntegratedForeseeableFlexible
  5. Tech for tech’s sakeDoesn’t connect the tech to the mission of the libraryDoesn’t explain why the tech is neededPoorly organizedTechno-babbleLeaves stuff out
  6. Alignment: Is your plan to use technology in alignment with the programs and mission of your organization?Does the plan align with the programs and mission of the funders with whom you wish to develop or deepen your relationship?Business Case: The business case for most technology projects can be computed by a relatively straightforward equation. The net benefits of the technology initiatives must outweigh the total costs.Framework for Accountability: Your plan should provide a high-level timeline for achieving goals and putting technology systems in place in a strategic and coordinated way. This timeline is a natural framework for ensuring accountability and providing funders with concrete milestones. During each phase of the planning, development and implementation, organizations and funders can make decisions about whether tasks were accomplished and initiatives continue to be viable.Discrete Initiatives: Often it will be in your best interest to develop your technology plan as a series of discrete initiatives. If you are pursuing a multi-funder strategy, this will allow funders the opportunity to decide which specific areas of the plan they would like to fund.Appropriate Costs: Demonstrate reasonable efforts to optimize the costs of your projects. Consider ongoing costs such as staff time, maintenance, and support.Proactive Approach: Articulate how your plan is proactive in its approach to technology instead of just simply trying to patch a set of existing problems in a "break-and-fix" mode of IT spending.Highlight Innovation: Many funders may be drawn to projects that use technology in new and innovative ways to service programs and mission. Funders may view such innovation projects as an opportunity to experiment with ideas that may prove to be valuable for other grantees in their portfolio. Although innovation can also provide an opportunity to raise the profile of your organization in the eyes of prospective funders, keep in mind that funders who are most interested in innovation may differentiate between "leading edge" and "bleeding edge" technology projects.Viability and Sustainability: You will need to ensure that the set of objectives outlined in your technology plan are reasonable both in their scope and timeframe. Additionally, your technology plan and its initiatives must be able to endure over time and enhance the health and long-term stability of your organization.
  7. BoardDirectorDepartment headsStaffPublic?
  8. Direct:Current strategic and/or long-range planLibrary mission and/or vision statementCurrent and/or previous technology plansIndirect:All of the above for parent institutionLibrary journals, magazines, and blogs
  9. A 1-2 page narrative summary of the plan
  10. (Cravath Memorial Library,Hay Springs)IntroductionPurpose of the planLibrary historyPhysical descriptionMission statementCommunity servedStaffingBudgetCollection size & annual growthServices offeredUse of the libraryCurrent technologyVisuals never hurt
  11. SWOT AnalysisStrengthsWeaknessesOpportunitiesThreats
  12. HardwarePatron computers, Staff computers, networking equipment, peripheralsSoftwareOSes, Patrons, Staff
  13. Audio/VideoWireless (802.11n / WiMax)MobileRFIDSocial MediaPhoto printing?
  14. Think about “competencies”What do you think you staff needs to know to move your library into the future.
  15. Technology Skills Library Staff Should Havehttp://alalearning.org/2011/01/21/techskills/TerminologyTechnology terms glossaryHardwareParts of your desktop computerParts of a laptop computerUsing printersUsing photocopiersUsing telephonesUsing fax machinesUsing self-checksUsing projectorsUsing digital still camerasUsing digital video camerasUsing digital microphonesUsing sorting systemsSoftwareOperating systemEffective management of files and folders systemsWord Processing softwareSpreadsheet softwarePresentation softwareMultimedia players and plug-insWeb browsersE-mail and calendar software (Outlook or whatever)ILS (back-end staff-side stuff)Computer and/or room reservation softwareOnline reference softwarePhoto editing softwareVideo editing softwareAudio editing softwareSecurity and PrivacyPolicies regarding security on public computersPolicies regarding security on staff computersPolicies regarding user data collection and privacyPublic ComputingFamiliarity with softwareFamiliarity with hardwareFamiliarity with wired and wireless networksFamiliarity with computer and network use policiesErgonomicsProper ergonomic computer set-upHow to avoid repetitive stress injuriesHow to avoid eye strain with computersLibrary web presenceURLs for library’s website and catalogUsing the library’s websiteUsing the library’s web catalogBest practices for searching the catalog and websiteFamiliarity with library’s or library vendors’ mobile apps or sitesFamiliarity with eBooks collectionsFamiliarity with databasesFamiliarity with virtual reference and tutoring servicesFamiliarity with accessibility requirements and proceduresWriting for the web best practicesHow to post content (text, links, images) to the library’s websiteHow to post content to the library’s intranetBest practices for social media (Facebook, Twitter, etc.)How to post photos to FlickrHow to post video or audio files (to whatever sites you’re using)TroubleshootingAssisting in-house users effectively on our equipment or theirsAssisting remote users effectively on their equipmentPersonal SkillsContinuous learningChange managementPlanning and evaluating new information technology systemsAbility to quickly learn and adapt to new web servicesOne-on-one training best practices
  16. Follows current design practices?Platform?Static, CMSAccessible?Social?Mobile?
  17. SUGGESTED PHRASING