The document outlines the components of developing a business plan for the DSpace@Cambridge institutional repository project. It discusses establishing vision and goals, defining the service, conducting market research, determining organizational structure and operations, developing cost and revenue models, and evaluating the plan ongoing. Key elements include surveying users and potential adopters, defining staffing needs, and identifying funding sources and constraints to develop a sustainable service. The business plan will help guide the project beyond its initial three-year funding period ending in 2005.

1. Developing a Business Plan for DSpace@Cambridge Peter Morgan Julie Walker Project Director Project Liaison DSpace@Cambridge [email_address] Cambridge University Library MIT Libraries

2. Outline business plan fundamentals DSpace@Cambridge project business plan components what's next? conclusions

3. Business plan fundamentals a business plan … is part of strategic planning process contributes to organizational sustainability is iterative, not linear integrates different elements…

4. Business plan fundamentals the elements of a business plan include vision and goals service definition market research organizational structure operations plan cost model revenue model communications & PR evaluation and ongoing market review

5. [email_address] 3-yr project (to Dec 2005) funded by Cambridge-MIT Institute collaboration between Cambridge (Library + Computing Service) and MIT Libraries project vision and goals establish institutional repository develop functionality of DSpace platform (digital preservation & learning management systems) create business plan collaborate with others

6. DSpace@Cambridge business plan project funding ends Dec 2005 business plan will support sustainable service consultants commissioned business plan must be context-sensitive methodology potentially useful elsewhere

7. Business plan components … let's look in more detail at the planning process…

8. Business plan components - service definition review of existing information service model definition input from library and computing service staff interviews with early adopters interviews with potential users staffing considerations place within overall business plan place within overall library service strategy and organizational structure

9. Business plan components - market research survey goals confirm service definition test attitudes and understanding acquire demographic data size market gauge marketing channels survey design and distribution issues pilot version target audience distribution methods online v. hardcopy timing

10. Business plan components - cost models cost categories, especially… staffing hardware derived from service definition range of options (minimal service  full range of features and services)

11. Business plan components - revenue models should reflect market research identify local constraints financial political cultural think creatively - question conventional wisdom

12. What's next? (reprise) the elements of a business plan include vision and goals service definition market research organizational structure operations plan cost model revenue model communications & PR evaluation and ongoing market review

13. Conclusions business planning is important each institution is different listen to the customer/educate the market all institutions have fundamental choices policies service definition local constraints need to share business plans will establish consensus and reveal patterns that others can adopt/adapt

14. Contacts Peter Morgan <pbm2@cam.ac.uk> Julie Walker <jhwalker@mit.edu> * * * * * * * * * * Apto Consulting Limited Lucio Cicolecchia <l.cicolecchia@aptoconsulting.com> Oliver Hill <o.hill@aptoconsulting.com>