A ZSR Values Statement
      a meeting to help produce a rough draft
                   April 26, 2012




Task Force members:
Bobbie Collins | Mary Reeves | Lauren Pressley
Why We Are Here



To distill what you consider
to be the most important
values of ZSR Library.
Agenda
1.   What are values statements?
2.   Examples of values statements
3.   Baseline reading
4.   Discussion
5.   Possible re-polling
6.   Wrap up and next steps
1. What are values statements?
• Values: broad preferences concerning
  appropriate courses of action or outcomes.
• Values Statement: an expression of a
  company's or individual's core beliefs. Can be
  thought of as “guiding principles.”
1. What are values statements?
“Core values are deeply ingrained principles that guide all
of a company’s actions; they serve as its cultural
cornerstone.”

• Set standards of conduct that are considered important
• Guide the behavior of individuals in the organization.

(from Nelson, W. and Gardent, P. (2011). “Organizational
Values Statements.” Healthcare Executive. pp. 56-59.)
1. What are values statements?
• Mission Statement: gives a clear, concise, and
  specific description of organization’s purpose
• Vision Statement: presents what the
  organization wants to be, with direction for
  the future
• Values Statement: specifies how the
  organization will conduct its business to fulfill
  the mission and vision
(and a reminder)
Mission Statement: The mission of the Z. Smith
Reynolds Library is to help our students, faculty,
and staff succeed. We do this by providing
unparalleled service in managing, delivering and
teaching the use of scholarly content and
information technology.
(and a reminder)
Vision Statement: Wake Forest University library users will have many choices for information in
the next ten years. Scholarly books and journals that used to be available only in print will be
increasingly, and sometimes exclusively, available in digital format as well. Scholarly journals, in
particular, will be almost completely transformed to a digital form. Changes in promotion and
tenure requirements and the culture of each discipline will drive changes in scholarly
communications in every field of academic inquiry. The Z. Smith Reynolds Library will lead the
evolution and adaptation to changing information technologies. As new technologies become
available and are adopted by scholars in the field, the Library will lead the campus in accessing,
assessing, and teaching the use of new sources of information that are critical to the mission of
the University.

The Library also recognizes its responsibility as a cultural institution to preserve the unique
primary resources in its care. While the digitization of these resources is highly desirable so that
they may be used by a global audience, their preservation as physical cultural artifacts is equally
vital.

As a physical place, the Library will further its evolution from a container of books and journals to
an active learning place that is the academic center of campus. Students and faculty will choose
to come to the library to learn about new resources, obtain help in using them, and collaborate
with others to produce creative new expressions of ideas.
(and a reminder)
Vision Statement (the short version): The Z.
Smith Reynolds Library will be the first and
favorite source for Wake Forest users in their
quest for knowledge.
(and a reminder)
Values Statement: ???
2. Examples of Values Statements




  American Library Association
2. Examples of Values Statements




 University of Richmond Library
2. Examples of Values Statements




    Duke University Libraries
2. Examples of Values Statements




       UNC-CH Libraries
2. Examples of Values Statements




    UNC-CH Health Libraries
2. Examples of Values Statements




   Drexel University Libraries
2. Examples of Values Statements




 William & Mary – Student Life
2. Examples of Values Statements




 Davidson – Finance and Admin.
3. Baseline Reading
• We created a comprehensive list from the
  values survey we distributed as well as from
  conversations we have had.
• If something is missing, we should be sure to
  discuss it after we’ve taken the baseline
  reading.
• We’ll go through this list very quickly
3. Baseline Reading
When answering, please consider:
• Is this more of an aspirational value of ZSR?
• Is this an existing value of ZSR?
• Is this value unusually strong within ZSR?
Academic freedom
   We value the knowledge and experience our staff and
 faculty bring to their work and the academic freedom we
    have in the development of our work, in classes, in
       scholarship, and in professional involvement.

1.   Epitomizes ZSR
2.   Present at ZSR
3.   Neutral at ZSR
4.   Less Typical at ZSR
5.   Rare at ZSR
Balance
       We value each other and the balance we seek to
     achieve between our professional and personal lives.


1.     Epitomizes ZSR
2.     Present at ZSR
3.     Neutral at ZSR
4.     Less Typical at ZSR
5.     Rare at ZSR
Caring
We care about our colleagues, supporting each other in
  our work and in personal milestones. We also care
 about the larger Wake Forest University community,
     and helping the larger community succeed.

1.   Epitomizes ZSR
2.   Present at ZSR
3.   Neutral at ZSR
4.   Less Typical at ZSR
5.   Rare at ZSR
Collaboration
     We value collegiality and working together in a team
                         environment.


1.    Epitomizes ZSR
2.    Present at ZSR
3.    Neutral at ZSR
4.    Less Typical at ZSR
5.    Rare at ZSR
Culture of Connectedness
 We value our ability to build connections with our colleagues
 and the WFU community either face-to-face or via online and
 social media networks. We strive to create a sense of “being
  in it together” environment and that there are no outsiders
                    (i.e., sense of belonging).

1.   Epitomizes ZSR
2.   Present at ZSR
3.   Neutral at ZSR
4.   Less Typical at ZSR
5.   Rare at ZSR
Diversity
      We support and appreciate differences: of opinion,
  perspective, culture, race, socioeconomic status, color, sex,
 national origin, religion, age, sexual orientation, and physical
                              ability.

1.   Epitomizes ZSR
2.   Present at ZSR
3.   Neutral at ZSR
4.   Less Typical at ZSR
5.   Rare at ZSR
Dynamic
 We value the energy that exists in our dynamic environment, the
  enthusiasm of our colleagues, and the fun in our workplaces.

1.   Epitomizes ZSR
2.   Present at ZSR
3.   Neutral at ZSR
4.   Less Typical at ZSR
5.   Rare at ZSR
Flexibility
 We value the flexibility we have in our work, so long as our work
                   is done in a high quality way.

1.   Epitomizes ZSR
2.   Present at ZSR
3.   Neutral at ZSR
4.   Less Typical at ZSR
5.   Rare at ZSR
Friendliness
     We value our welcoming role on campus, the fact that we are
                   both approachable and friendly.

1.     Epitomizes ZSR
2.     Present at ZSR
3.     Neutral at ZSR
4.     Less Typical at ZSR
5.     Rare at ZSR
Independence
     We value the freedom and professional autonomy we have to
     explore ideas and take risks in order to provide better service.

1.     Epitomizes ZSR
2.     Present at ZSR
3.     Neutral at ZSR
4.     Less Typical at ZSR
5.     Rare at ZSR
Innovation
 We value a creative environment that allows us to explore new
   ideas and services and re-envision what libraries can be.

1.   Epitomizes ZSR
2.   Present at ZSR
3.   Neutral at ZSR
4.   Less Typical at ZSR
5.   Rare at ZSR
Knowledge
 We value knowledge in traditional sources and formats, as well
 as knowledge that is developed in newer sources and published
                      using newer models.


1.   Epitomizes ZSR
2.   Present at ZSR
3.   Neutral at ZSR
4.   Less Typical at ZSR
5.   Rare at ZSR
Leadership
     We value the role of the library and seek to be a leader in the
          field, as well as a leader in University discussions.

1.     Epitomizes ZSR
2.     Present at ZSR
3.     Neutral at ZSR
4.     Less Typical at ZSR
5.     Rare at ZSR
Learning Organization
  We are intellectually curious and expect to continue to learn,
    grow, and develop. We do this amongst ourselves through
 professional development, from each other, and through access
  to cultural activities. We also seek to instill lifelong learning in
       our students whenever we have contact with them.

1.   Epitomizes ZSR
2.   Present at ZSR
3.   Neutral at ZSR
4.   Less Typical at ZSR
5.   Rare at ZSR
Library as Place
  We value the library as a physical place for students to gather
 and for people to meeting across disciplines. We provide spaces
     for the WFU community to host events and enrichment
  programs that engage the intellectual and cultural lives of the
                           community.

1.   Epitomizes ZSR
2.   Present at ZSR
3.   Neutral at ZSR
4.   Less Typical at ZSR
5.   Rare at ZSR
Mission-Focused
 We value our community and seek to help our faculty, students,
                    and staff succeed.

1.   Epitomizes ZSR
2.   Present at ZSR
3.   Neutral at ZSR
4.   Less Typical at ZSR
5.   Rare at ZSR
Open
   We value openness in transparent governance, in publication
 through the Open Access movement, and in technology through
               the use of Open Source software.

1.   Epitomizes ZSR
2.   Present at ZSR
3.   Neutral at ZSR
4.   Less Typical at ZSR
5.   Rare at ZSR
Positive
 We value positive attitudes and a focus on doing the right thing.


1.   Epitomizes ZSR
2.   Present at ZSR
3.   Neutral at ZSR
4.   Less Typical at ZSR
5.   Rare at ZSR
Productivity
     We value getting work done. We are action oriented and hard
                              working.

1.     Epitomizes ZSR
2.     Present at ZSR
3.     Neutral at ZSR
4.     Less Typical at ZSR
5.     Rare at ZSR
Quality of Work
  We value high quality work and focus on details and the user
      experience to ensure the highest quality. We seek out
 professional development to ensure we are operating according
                    to current best practices.

1.   Epitomizes ZSR
2.   Present at ZSR
3.   Neutral at ZSR
4.   Less Typical at ZSR
5.   Rare at ZSR
Respected
     We value that we are appreciated on campus and by our
     administration and that people trust our information and
                             services.

1.   Epitomizes ZSR
2.   Present at ZSR
3.   Neutral at ZSR
4.   Less Typical at ZSR
5.   Rare at ZSR
Stewardship
     We value good stewardship of our materials including the
          preservation of history and the story of WFU.

1.   Epitomizes ZSR
2.   Present at ZSR
3.   Neutral at ZSR
4.   Less Typical at ZSR
5.   Rare at ZSR
Success
 We value success and celebrate our own as well as the success of
                    our students and faculty.


1.   Epitomizes ZSR
2.   Present at ZSR
3.   Neutral at ZSR
4.   Less Typical at ZSR
5.   Rare at ZSR
Traditional Values &Forward Thinking
 We value the discovery of traditional and newer resources using
      current tools to help our users find the best possible
 information. We also value the exploration of new search tools
       to keep up with our users’ changing expectations.


1.   Epitomizes ZSR
2.   Present at ZSR
3.   Neutral at ZSR
4.   Less Typical at ZSR
5.   Rare at ZSR
Variety
             We value variety in our work.


1.   Epitomizes ZSR
2.   Present at ZSR
3.   Neutral at ZSR
4.   Less Typical at ZSR
5.   Rare at ZSR
Wellbeing
         We value the wellbeing of our colleagues.


1.   Epitomizes ZSR
2.   Present at ZSR
3.   Neutral at ZSR
4.   Less Typical at ZSR
5.   Rare at ZSR
4. Discussion
What do you believe are the most important
values that should be included?
4. Discussion
Are there any other values that should be
added?
4. Discussion
Are there any values that are aspirational rather
than representative of ZSR as it currently
operates?
4. Discussion
For the statement:

What format should our values take?
• Narrative
• Bulleted list
• Annotated list
• Other
4. Discussion
For the statement:

Should we separate out the values we have for
ourselves vs. our services? Or keep them
combined?
4. Discussion
Would it be helpful for this group (or an
especially interested subset) to reconvene?
5. Possible Re-Polling
Enter question text...
1.   Epitomizes ZSR        20%   20%   20%   20%   20%

2.   Present at ZSR
3.   Neutral at ZSR
4.   Less Typical at ZSR
5.   Rare at ZSR




                           1     2      3     4     5
Enter question text...
1.   Epitomizes ZSR        20%   20%   20%   20%   20%

2.   Present at ZSR
3.   Neutral at ZSR
4.   Less Typical at ZSR
5.   Rare at ZSR




                           1     2      3     4     5
Enter question text...
1.   Epitomizes ZSR        20%   20%   20%   20%   20%

2.   Present at ZSR
3.   Neutral at ZSR
4.   Less Typical at ZSR
5.   Rare at ZSR




                           1     2      3     4     5
6. Wrap Up and Next Steps
• We will contact those who were unable to
  attend today and wanted to provide input.
• We will create a draft document and
  distribute via Lib-L for final comments and
  discussion
• Draft statement is due to the Dean’s office on
  May 11th.

A ZSR Values Statement

  • 1.
    A ZSR ValuesStatement a meeting to help produce a rough draft April 26, 2012 Task Force members: Bobbie Collins | Mary Reeves | Lauren Pressley
  • 2.
    Why We AreHere To distill what you consider to be the most important values of ZSR Library.
  • 3.
    Agenda 1. What are values statements? 2. Examples of values statements 3. Baseline reading 4. Discussion 5. Possible re-polling 6. Wrap up and next steps
  • 4.
    1. What arevalues statements? • Values: broad preferences concerning appropriate courses of action or outcomes. • Values Statement: an expression of a company's or individual's core beliefs. Can be thought of as “guiding principles.”
  • 5.
    1. What arevalues statements? “Core values are deeply ingrained principles that guide all of a company’s actions; they serve as its cultural cornerstone.” • Set standards of conduct that are considered important • Guide the behavior of individuals in the organization. (from Nelson, W. and Gardent, P. (2011). “Organizational Values Statements.” Healthcare Executive. pp. 56-59.)
  • 6.
    1. What arevalues statements? • Mission Statement: gives a clear, concise, and specific description of organization’s purpose • Vision Statement: presents what the organization wants to be, with direction for the future • Values Statement: specifies how the organization will conduct its business to fulfill the mission and vision
  • 7.
    (and a reminder) MissionStatement: The mission of the Z. Smith Reynolds Library is to help our students, faculty, and staff succeed. We do this by providing unparalleled service in managing, delivering and teaching the use of scholarly content and information technology.
  • 8.
    (and a reminder) VisionStatement: Wake Forest University library users will have many choices for information in the next ten years. Scholarly books and journals that used to be available only in print will be increasingly, and sometimes exclusively, available in digital format as well. Scholarly journals, in particular, will be almost completely transformed to a digital form. Changes in promotion and tenure requirements and the culture of each discipline will drive changes in scholarly communications in every field of academic inquiry. The Z. Smith Reynolds Library will lead the evolution and adaptation to changing information technologies. As new technologies become available and are adopted by scholars in the field, the Library will lead the campus in accessing, assessing, and teaching the use of new sources of information that are critical to the mission of the University. The Library also recognizes its responsibility as a cultural institution to preserve the unique primary resources in its care. While the digitization of these resources is highly desirable so that they may be used by a global audience, their preservation as physical cultural artifacts is equally vital. As a physical place, the Library will further its evolution from a container of books and journals to an active learning place that is the academic center of campus. Students and faculty will choose to come to the library to learn about new resources, obtain help in using them, and collaborate with others to produce creative new expressions of ideas.
  • 9.
    (and a reminder) VisionStatement (the short version): The Z. Smith Reynolds Library will be the first and favorite source for Wake Forest users in their quest for knowledge.
  • 10.
  • 11.
    2. Examples ofValues Statements American Library Association
  • 12.
    2. Examples ofValues Statements University of Richmond Library
  • 13.
    2. Examples ofValues Statements Duke University Libraries
  • 14.
    2. Examples ofValues Statements UNC-CH Libraries
  • 15.
    2. Examples ofValues Statements UNC-CH Health Libraries
  • 16.
    2. Examples ofValues Statements Drexel University Libraries
  • 17.
    2. Examples ofValues Statements William & Mary – Student Life
  • 18.
    2. Examples ofValues Statements Davidson – Finance and Admin.
  • 19.
    3. Baseline Reading •We created a comprehensive list from the values survey we distributed as well as from conversations we have had. • If something is missing, we should be sure to discuss it after we’ve taken the baseline reading. • We’ll go through this list very quickly
  • 20.
    3. Baseline Reading Whenanswering, please consider: • Is this more of an aspirational value of ZSR? • Is this an existing value of ZSR? • Is this value unusually strong within ZSR?
  • 21.
    Academic freedom We value the knowledge and experience our staff and faculty bring to their work and the academic freedom we have in the development of our work, in classes, in scholarship, and in professional involvement. 1. Epitomizes ZSR 2. Present at ZSR 3. Neutral at ZSR 4. Less Typical at ZSR 5. Rare at ZSR
  • 22.
    Balance We value each other and the balance we seek to achieve between our professional and personal lives. 1. Epitomizes ZSR 2. Present at ZSR 3. Neutral at ZSR 4. Less Typical at ZSR 5. Rare at ZSR
  • 23.
    Caring We care aboutour colleagues, supporting each other in our work and in personal milestones. We also care about the larger Wake Forest University community, and helping the larger community succeed. 1. Epitomizes ZSR 2. Present at ZSR 3. Neutral at ZSR 4. Less Typical at ZSR 5. Rare at ZSR
  • 24.
    Collaboration We value collegiality and working together in a team environment. 1. Epitomizes ZSR 2. Present at ZSR 3. Neutral at ZSR 4. Less Typical at ZSR 5. Rare at ZSR
  • 25.
    Culture of Connectedness We value our ability to build connections with our colleagues and the WFU community either face-to-face or via online and social media networks. We strive to create a sense of “being in it together” environment and that there are no outsiders (i.e., sense of belonging). 1. Epitomizes ZSR 2. Present at ZSR 3. Neutral at ZSR 4. Less Typical at ZSR 5. Rare at ZSR
  • 26.
    Diversity We support and appreciate differences: of opinion, perspective, culture, race, socioeconomic status, color, sex, national origin, religion, age, sexual orientation, and physical ability. 1. Epitomizes ZSR 2. Present at ZSR 3. Neutral at ZSR 4. Less Typical at ZSR 5. Rare at ZSR
  • 27.
    Dynamic We valuethe energy that exists in our dynamic environment, the enthusiasm of our colleagues, and the fun in our workplaces. 1. Epitomizes ZSR 2. Present at ZSR 3. Neutral at ZSR 4. Less Typical at ZSR 5. Rare at ZSR
  • 28.
    Flexibility We valuethe flexibility we have in our work, so long as our work is done in a high quality way. 1. Epitomizes ZSR 2. Present at ZSR 3. Neutral at ZSR 4. Less Typical at ZSR 5. Rare at ZSR
  • 29.
    Friendliness We value our welcoming role on campus, the fact that we are both approachable and friendly. 1. Epitomizes ZSR 2. Present at ZSR 3. Neutral at ZSR 4. Less Typical at ZSR 5. Rare at ZSR
  • 30.
    Independence We value the freedom and professional autonomy we have to explore ideas and take risks in order to provide better service. 1. Epitomizes ZSR 2. Present at ZSR 3. Neutral at ZSR 4. Less Typical at ZSR 5. Rare at ZSR
  • 31.
    Innovation We valuea creative environment that allows us to explore new ideas and services and re-envision what libraries can be. 1. Epitomizes ZSR 2. Present at ZSR 3. Neutral at ZSR 4. Less Typical at ZSR 5. Rare at ZSR
  • 32.
    Knowledge We valueknowledge in traditional sources and formats, as well as knowledge that is developed in newer sources and published using newer models. 1. Epitomizes ZSR 2. Present at ZSR 3. Neutral at ZSR 4. Less Typical at ZSR 5. Rare at ZSR
  • 33.
    Leadership We value the role of the library and seek to be a leader in the field, as well as a leader in University discussions. 1. Epitomizes ZSR 2. Present at ZSR 3. Neutral at ZSR 4. Less Typical at ZSR 5. Rare at ZSR
  • 34.
    Learning Organization We are intellectually curious and expect to continue to learn, grow, and develop. We do this amongst ourselves through professional development, from each other, and through access to cultural activities. We also seek to instill lifelong learning in our students whenever we have contact with them. 1. Epitomizes ZSR 2. Present at ZSR 3. Neutral at ZSR 4. Less Typical at ZSR 5. Rare at ZSR
  • 35.
    Library as Place We value the library as a physical place for students to gather and for people to meeting across disciplines. We provide spaces for the WFU community to host events and enrichment programs that engage the intellectual and cultural lives of the community. 1. Epitomizes ZSR 2. Present at ZSR 3. Neutral at ZSR 4. Less Typical at ZSR 5. Rare at ZSR
  • 36.
    Mission-Focused We valueour community and seek to help our faculty, students, and staff succeed. 1. Epitomizes ZSR 2. Present at ZSR 3. Neutral at ZSR 4. Less Typical at ZSR 5. Rare at ZSR
  • 37.
    Open We value openness in transparent governance, in publication through the Open Access movement, and in technology through the use of Open Source software. 1. Epitomizes ZSR 2. Present at ZSR 3. Neutral at ZSR 4. Less Typical at ZSR 5. Rare at ZSR
  • 38.
    Positive We valuepositive attitudes and a focus on doing the right thing. 1. Epitomizes ZSR 2. Present at ZSR 3. Neutral at ZSR 4. Less Typical at ZSR 5. Rare at ZSR
  • 39.
    Productivity We value getting work done. We are action oriented and hard working. 1. Epitomizes ZSR 2. Present at ZSR 3. Neutral at ZSR 4. Less Typical at ZSR 5. Rare at ZSR
  • 40.
    Quality of Work We value high quality work and focus on details and the user experience to ensure the highest quality. We seek out professional development to ensure we are operating according to current best practices. 1. Epitomizes ZSR 2. Present at ZSR 3. Neutral at ZSR 4. Less Typical at ZSR 5. Rare at ZSR
  • 41.
    Respected We value that we are appreciated on campus and by our administration and that people trust our information and services. 1. Epitomizes ZSR 2. Present at ZSR 3. Neutral at ZSR 4. Less Typical at ZSR 5. Rare at ZSR
  • 42.
    Stewardship We value good stewardship of our materials including the preservation of history and the story of WFU. 1. Epitomizes ZSR 2. Present at ZSR 3. Neutral at ZSR 4. Less Typical at ZSR 5. Rare at ZSR
  • 43.
    Success We valuesuccess and celebrate our own as well as the success of our students and faculty. 1. Epitomizes ZSR 2. Present at ZSR 3. Neutral at ZSR 4. Less Typical at ZSR 5. Rare at ZSR
  • 44.
    Traditional Values &ForwardThinking We value the discovery of traditional and newer resources using current tools to help our users find the best possible information. We also value the exploration of new search tools to keep up with our users’ changing expectations. 1. Epitomizes ZSR 2. Present at ZSR 3. Neutral at ZSR 4. Less Typical at ZSR 5. Rare at ZSR
  • 45.
    Variety We value variety in our work. 1. Epitomizes ZSR 2. Present at ZSR 3. Neutral at ZSR 4. Less Typical at ZSR 5. Rare at ZSR
  • 46.
    Wellbeing We value the wellbeing of our colleagues. 1. Epitomizes ZSR 2. Present at ZSR 3. Neutral at ZSR 4. Less Typical at ZSR 5. Rare at ZSR
  • 47.
    4. Discussion What doyou believe are the most important values that should be included?
  • 48.
    4. Discussion Are thereany other values that should be added?
  • 49.
    4. Discussion Are thereany values that are aspirational rather than representative of ZSR as it currently operates?
  • 50.
    4. Discussion For thestatement: What format should our values take? • Narrative • Bulleted list • Annotated list • Other
  • 51.
    4. Discussion For thestatement: Should we separate out the values we have for ourselves vs. our services? Or keep them combined?
  • 52.
    4. Discussion Would itbe helpful for this group (or an especially interested subset) to reconvene?
  • 53.
  • 54.
    Enter question text... 1. Epitomizes ZSR 20% 20% 20% 20% 20% 2. Present at ZSR 3. Neutral at ZSR 4. Less Typical at ZSR 5. Rare at ZSR 1 2 3 4 5
  • 55.
    Enter question text... 1. Epitomizes ZSR 20% 20% 20% 20% 20% 2. Present at ZSR 3. Neutral at ZSR 4. Less Typical at ZSR 5. Rare at ZSR 1 2 3 4 5
  • 56.
    Enter question text... 1. Epitomizes ZSR 20% 20% 20% 20% 20% 2. Present at ZSR 3. Neutral at ZSR 4. Less Typical at ZSR 5. Rare at ZSR 1 2 3 4 5
  • 57.
    6. Wrap Upand Next Steps • We will contact those who were unable to attend today and wanted to provide input. • We will create a draft document and distribute via Lib-L for final comments and discussion • Draft statement is due to the Dean’s office on May 11th.