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Strategic Metrics Workshop
Presented by
Dr. Bill Irwin, Western University
Kimberly Silk, Canadian Research Knowledge Network
Today’s Agenda
• Recent trends: Impact Studies
• Why Metrics Matter
• Metrics and Your Strategic Plan
• The Importance of Data Planning
• Metrics in Action
• Your Turn: Choosing Your Metrics
• Discussion
Recent Impact Studies
• Focus on economic impact, at various
levels:
– State: Florida, Texas, Wisconsin, others
– County: Santa Clara, CA; Suffolk, NY;
– City: Toronto, Philadelphia, Pittsburgh, San
Francisco
– Gap in looking at other impacts: cultural,
educational, social
– Note to Dr. Bill – I can add summaries of
these studies as examples
Why Metrics Matter
• Evidence-based decision-making
• Metrics matter all the time
– Not just at budget time
• Long-term data collection, to develop a
long-term, strategic view
Metrics and the Strategic Plan
Strategic
Objectives
Establish
Tactics
Plan Activities
Gather Activity
Data
Communicate
Change
Data Planning
• Collect the data that
tells your story
– (not the data that’s
easy to collect)
• Start with: what story
do you want to tell
– Determine what metric
you need to tell the
story
– Collect the data
needed for that metric
• Wash, Rinse, Repeat.
Increase use
of special
collections
Metric: %
increase in
usage
Data on
collection
usage
Metrics in Action
• TPL study example
– What data were available determined the
metrics we developed
– What was missing
• Lessons learned
– Can’t measure activity when the data aren’t
collected
– Metrics must be linked to your organization’s
strategic plan
Your Turn
• Consider your organization’s strategic plan
– What are your objectives?
– What are you goals?
– What are your success factors? Key
Progresss indicators? KPIs
– What metrics will demonstrate progress, and
success?
– What data should you be collecting to create
KPIs?
Discussion
• Talk about the group members
approaches, friendly critique, suggestions
Thank you for Participating
Dr. Bill Irwin - birwin6@uwo.ca
Kimberly Silk - ksilk@crkn.ca

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Strategic Metrics Workshop: Computers in Libraries Conference, April 2015

  • 1. Strategic Metrics Workshop Presented by Dr. Bill Irwin, Western University Kimberly Silk, Canadian Research Knowledge Network
  • 2. Today’s Agenda • Recent trends: Impact Studies • Why Metrics Matter • Metrics and Your Strategic Plan • The Importance of Data Planning • Metrics in Action • Your Turn: Choosing Your Metrics • Discussion
  • 3. Recent Impact Studies • Focus on economic impact, at various levels: – State: Florida, Texas, Wisconsin, others – County: Santa Clara, CA; Suffolk, NY; – City: Toronto, Philadelphia, Pittsburgh, San Francisco – Gap in looking at other impacts: cultural, educational, social – Note to Dr. Bill – I can add summaries of these studies as examples
  • 4. Why Metrics Matter • Evidence-based decision-making • Metrics matter all the time – Not just at budget time • Long-term data collection, to develop a long-term, strategic view
  • 5. Metrics and the Strategic Plan Strategic Objectives Establish Tactics Plan Activities Gather Activity Data Communicate Change
  • 6. Data Planning • Collect the data that tells your story – (not the data that’s easy to collect) • Start with: what story do you want to tell – Determine what metric you need to tell the story – Collect the data needed for that metric • Wash, Rinse, Repeat. Increase use of special collections Metric: % increase in usage Data on collection usage
  • 7. Metrics in Action • TPL study example – What data were available determined the metrics we developed – What was missing • Lessons learned – Can’t measure activity when the data aren’t collected – Metrics must be linked to your organization’s strategic plan
  • 8. Your Turn • Consider your organization’s strategic plan – What are your objectives? – What are you goals? – What are your success factors? Key Progresss indicators? KPIs – What metrics will demonstrate progress, and success? – What data should you be collecting to create KPIs?
  • 9. Discussion • Talk about the group members approaches, friendly critique, suggestions
  • 10. Thank you for Participating Dr. Bill Irwin - birwin6@uwo.ca Kimberly Silk - ksilk@crkn.ca