1. Libraries need a strategic plan to guide their future and ensure their survival and growth. The director needs to educate trustees and staff, conduct research, and draft the plan with goals, strategies, and budgets. Trustees establish the planning process and support community involvement.
2. Developing a strategic plan involves gathering information from stakeholders, creating a vision and mission statement, setting goals and strategies, and outlining budgets, timelines, and evaluations.
3. Regular monitoring and evaluation of the strategic plan allows the library to check progress towards goals and make adjustments based on changes in priorities or resources.
Creating a 21st Century Vision for Science LibrariesRichard Huffine
Presentation to the hiring committee, staff, and leadership of the National Agricultural Library as part of their search for a new Director, July 14, 2015.
Creating a 21st Century Vision for Science LibrariesRichard Huffine
Presentation to the hiring committee, staff, and leadership of the National Agricultural Library as part of their search for a new Director, July 14, 2015.
Future Focus: Harnessing Innovation and Creativity to Move Your Library ForwardUBC Library
Presented at the 2013 Beyond Hope conference in Prince George, BC, June 10 - 11, by Gordon Yusko, Assistant Professor, Irving K. Barber Learning Centre, UBC.
This presentation was provided by Jon Shaw of the University of Pennsylvania, during the NISO hot topic virtual conference "Digitization, Discovery, and Use." The event was held March 23, 2022.
Strategic plan presentation public library team 2_weiser_leaderJennifer Weiser
Strategic Plan_PowerPoint presentation
This is a fictional strategic plan for the San Francisco Public Library created by library students as part of a class assignment.
“Academic libraries are facing enormous pressures that require them to respond and adapt in order to remain relevant. Rapid developments in technology, as well as changes in areas such as scholarly communication, data management, and higher education pedagogy are affecting user expectations and forcing academic libraries to develop new resources and service areas. At the same time, these libraries must balance new initiatives with core service areas such as instruction and collection development. In addition to responding to current trends, academic libraries are also being challenged to anticipate future needs and to develop innovative initiatives to meet those needs..” (Saunders, 2016)
This presentation was provided by Clara Chu and Merinda Kaye Hensley of The University of Illinois, during Session Eight of the NISO event "Assessment Practices and Metrics for the 21st Century," held on December 6, 2019.
The Notable Reports Panel Strikes Again: WAPL 2017WiLS
From the Wisconsin Association of Public Libraries 2017 conference and presented by Vickie Stangel, Director, Dodgeville Public Library; Kelly TerKeurst, Director, Dwight Foster Public Library (Fort Atkinson); Gus Falkenberg, Technology and Design Director, Indianhead Federated Library System (Eau Claire); Cindy Fesemyer, Director, Columbus Public Library; Sara Gold, Community Liaison and Service Specialist, WiLS; Andrea Coffin, Community Liaison and Service Specialist, WiLS
Back by popular demand! Each year, a number of new reports about public libraries are produced by organizations like Pew, OCLC, Library Journal, The Aspen Institute, and others. These reports contain valuable information that can help us plan, develop services, and improve existing services, but unfortunately, few of us have the time to read every single one. The goal of this session is to help attendees get an overview of those reports and their implications for our work. Each panelist will share a summary of a report they believe is significant and discuss how they have used or will use the information at their library. Attendees will be encouraged to share other reports and insights that have mattered to them, too!
NCompass Live - June 18, 2014.
http://nlc.nebraska.gov/ncompasslive/
After two years in development, the Edge Initiative launched earlier this year and library leaders are already sharing how Edge has helped them connect with their local government officials, build community partnerships and align their strategic goals with community priorities. Join us to learn how using Edge will help you make strategic decisions about technology services and connect more closely with your community.
Edge, a professional management and leadership tool, gives libraries a look into their local data, from operations to partnerships and programming. It guides library leaders in assessing how their community is using technology and how to align future growth and services with community goals. It also provides useful resources to package and showcase the data to community leaders.
Presenters: Lourdes Aceves, Senior Program Manager, Edge Initiative and Dr. Molly Kinney, Mifflin County Library, Lewistown, PA.
Outreach to Daycares and Preschools with the Indiana Early Literacy Firefly A...Indiana State Library
Join Abby Johnson from the Floyd County Library to learn about how to do more with the Indiana Early Literacy Firefly Award. We will discuss why Firefly outreach is important, how to set up circulating book kits for daycares and preschools, incorporating the Firefly Award into existing outreach and lots more!
Future Focus: Harnessing Innovation and Creativity to Move Your Library ForwardUBC Library
Presented at the 2013 Beyond Hope conference in Prince George, BC, June 10 - 11, by Gordon Yusko, Assistant Professor, Irving K. Barber Learning Centre, UBC.
This presentation was provided by Jon Shaw of the University of Pennsylvania, during the NISO hot topic virtual conference "Digitization, Discovery, and Use." The event was held March 23, 2022.
Strategic plan presentation public library team 2_weiser_leaderJennifer Weiser
Strategic Plan_PowerPoint presentation
This is a fictional strategic plan for the San Francisco Public Library created by library students as part of a class assignment.
“Academic libraries are facing enormous pressures that require them to respond and adapt in order to remain relevant. Rapid developments in technology, as well as changes in areas such as scholarly communication, data management, and higher education pedagogy are affecting user expectations and forcing academic libraries to develop new resources and service areas. At the same time, these libraries must balance new initiatives with core service areas such as instruction and collection development. In addition to responding to current trends, academic libraries are also being challenged to anticipate future needs and to develop innovative initiatives to meet those needs..” (Saunders, 2016)
This presentation was provided by Clara Chu and Merinda Kaye Hensley of The University of Illinois, during Session Eight of the NISO event "Assessment Practices and Metrics for the 21st Century," held on December 6, 2019.
The Notable Reports Panel Strikes Again: WAPL 2017WiLS
From the Wisconsin Association of Public Libraries 2017 conference and presented by Vickie Stangel, Director, Dodgeville Public Library; Kelly TerKeurst, Director, Dwight Foster Public Library (Fort Atkinson); Gus Falkenberg, Technology and Design Director, Indianhead Federated Library System (Eau Claire); Cindy Fesemyer, Director, Columbus Public Library; Sara Gold, Community Liaison and Service Specialist, WiLS; Andrea Coffin, Community Liaison and Service Specialist, WiLS
Back by popular demand! Each year, a number of new reports about public libraries are produced by organizations like Pew, OCLC, Library Journal, The Aspen Institute, and others. These reports contain valuable information that can help us plan, develop services, and improve existing services, but unfortunately, few of us have the time to read every single one. The goal of this session is to help attendees get an overview of those reports and their implications for our work. Each panelist will share a summary of a report they believe is significant and discuss how they have used or will use the information at their library. Attendees will be encouraged to share other reports and insights that have mattered to them, too!
NCompass Live - June 18, 2014.
http://nlc.nebraska.gov/ncompasslive/
After two years in development, the Edge Initiative launched earlier this year and library leaders are already sharing how Edge has helped them connect with their local government officials, build community partnerships and align their strategic goals with community priorities. Join us to learn how using Edge will help you make strategic decisions about technology services and connect more closely with your community.
Edge, a professional management and leadership tool, gives libraries a look into their local data, from operations to partnerships and programming. It guides library leaders in assessing how their community is using technology and how to align future growth and services with community goals. It also provides useful resources to package and showcase the data to community leaders.
Presenters: Lourdes Aceves, Senior Program Manager, Edge Initiative and Dr. Molly Kinney, Mifflin County Library, Lewistown, PA.
Similar to Planning When You Can’t Afford A Consultant 2018 (20)
Outreach to Daycares and Preschools with the Indiana Early Literacy Firefly A...Indiana State Library
Join Abby Johnson from the Floyd County Library to learn about how to do more with the Indiana Early Literacy Firefly Award. We will discuss why Firefly outreach is important, how to set up circulating book kits for daycares and preschools, incorporating the Firefly Award into existing outreach and lots more!
In this training you will learn the difference between Google drive, Google docs, and Google apps, and how to use them effectively together. Also included is live demonstrations on how to use Google docs, sheets, slides, hangouts, and more!
Professionalism doesn’t always mean what position you hold at a library. It can also mean how you show honesty and responsibility in any position you hold. This presentation will discuss topics such as dress codes, appropriate workplace language and conversations, diversity, and electronic communication issues. Small group exercises are also included
This is a tongue-in-cheek training about workplace etiquette. The concepts covered are common sense, but some may benefit from humorous reminders and scenarios about how the little things matter in the workplace.
You love your job, your organization, and your community. But there can still be days when you feel like you have nothing left to give. If at the end of the day you feel drained, or irritated, or both, you may have “compassion fatigue.” Compassion fatigue, also known as secondary traumatic stress (STS), is a condition characterized by a gradual lessening of compassion over time. This session will help you recognize the symptoms and the situations that may trigger compassion fatigue and understand how it affects you and your working environment. Explore ways to take care of yourself so you can continue to show compassion and give your patrons the care they need.
“Whenever you’re in conflict with someone, there is one factor that can make the difference between damaging your relationship and deepening it. That factor is attitude.”
Anyone who works with others is very likely to be a party to some disagreements on occasion but conflict doesn’t have to be a bad thing. This training focuses on ways library staff can work with patrons and co-workers to resolve conflict in the workplace and empower them to manage the stress resulting from conflict.
“Whenever you’re in conflict with someone, there is one factor that can make the difference between damaging your relationship and deepening it. That factor is attitude.”
Anyone who works with others is very likely to be a party to some disagreements on occasion but conflict doesn’t have to be a bad thing. This training focuses on ways library staff can work with patrons and co-workers to resolve conflict in the workplace and empower them to manage the stress resulting from conflict.
Birth and death information forms the core of genealogical research. But finding that information can be difficult, particularly if your ancestor lived in the time period before mandatory government-issued vital records. In “From Cradle to Coffin,” we will explore the many different record types that include birth and death information and provide research tips on how to find these records.
In this program, we will explore how to use newspapers more effectively to research family history. Using newspaper columns, obituaries, death notices, and articles, you can better piece together family ties during times when other types of records did not exist. Newspaper digitization is a new technology that we will discuss, as well. The Indiana State Library has the world’s largest collection of Indiana newspapers. If you would like to find out how to utilize this vast collection to help with your research, plan to attend this webinar.
Indiana Humanities, along with the Indiana State Library and the Indiana Center for the Book is excited to offer lots of opportunities for Indiana Libraries to program with Frankenstein in 2018; the 200th anniversary of this powerful book. This slideshow was delivered in September of 2017 in order to help libraries in Indiana apply for grants, share ideas, and learn more about Indiana Humanities and their Quantum Leap initiative.
Do you want to spruce up your library’s graphic design? Learning and understanding the elements of design can help any artistic novice create attractive signage and advertisements. This hour-long session will cover the foundations of graphic design, including color, contrast, texture, and fonts and how they coexist in an image.
Want to tinker with new technology at your library but don’t quite know where to start? The Maker Space Petting Zoo provides a 30 minutes overview of maker culture in libraries, followed by an hour of hands on experience with a variety of maker technology, including robots. You’ll complete this session with some hands-on experience that you can take back to your library, along with project ideas, to develop your own makerspace.
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A Strategic Approach: GenAI in EducationPeter Windle
Artificial Intelligence (AI) technologies such as Generative AI, Image Generators and Large Language Models have had a dramatic impact on teaching, learning and assessment over the past 18 months. The most immediate threat AI posed was to Academic Integrity with Higher Education Institutes (HEIs) focusing their efforts on combating the use of GenAI in assessment. Guidelines were developed for staff and students, policies put in place too. Innovative educators have forged paths in the use of Generative AI for teaching, learning and assessments leading to pockets of transformation springing up across HEIs, often with little or no top-down guidance, support or direction.
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The Roman Empire’s society was hierarchical, with a rigid class system. At the top were the patricians, wealthy elites who held significant political power. Below them were the plebeians, free citizens with limited political influence, and the vast numbers of slaves who formed the backbone of the economy. The family unit was central, governed by the paterfamilias, the male head who held absolute authority.
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1. Strategic Planning When You
Can’t Afford a Consultant
Michele Stricker
Deputy State Librarian for Lifelong Learning
New Jersey State Library
609-278-2640 X164
mstricker@njstatelib.org
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2. Why does Your Library need a Strategic Plan?
“If you don't know where you're going, you'll end up
someplace else.” –Yogi Berra
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3. Libraries cannot keep doing what they have
always done and expect to survive, let alone
to flourish
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4. Organization and Delegation:
What does the Director need to do?
• Educate trustees
• Help formulate process
• Work with planning team/committee
• Help conduct research
• Provide examples of successful plans
• Help set goals, strategies, and priorities
• Collaborate to draft the plan
• Suggest action items to achieve goals
• Manage the library to support the plan
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5. Organization and Delegation:
What is the role of Trustees or
Board of Directors?
• Establish how the work on the plan will get done
• Serve on an information and gathering committee
• Support community involvement
• Determine goals, objectives, and priorities
• Collaborate with director to draft plan
• Regularly evaluate progress towards completion
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6. NJSL Strategic Planning Resources
http://www.njstatelib.org/services_for_libraries/consulting_services/library_trustees/strategic_planning/
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7. It’s Not Your Library. It’s Theirs
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8. Basic Elements of
a Strategic Plan
-Vision Statement
-Mission Statement
-Information Gathering and Analysis
-Goals and Strategies
-Budget/Anticipated Costs
-Timeline/Benchmarks
-Evaluation
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10. Vision Statement
Our vision is to be the community’s best source for
inspiration, knowledge, and ideas. (Long Hill Township
Public Library)
The South Orange Public Library will be the integral
physical and virtual gateway by which our broad and
diverse community may access information, congregate to
freely exchange ideas, celebrate literacy and cultural
growth in a leisurely yet lively atmosphere.
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11. Mission Statement
• The Any Town Public Library’s mission is to inspire
lifelong learning, advance knowledge, and foster
community spirit in a welcoming environment.
• We link people to the world.
• Transforming Lives, Enriching Neighborhoods, and
Preserving History
• We are the people’s University, the center of learning for
a diverse and inclusive community.
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13. Information Gathering and Analysis:
Field Research
Stakeholders Data Gathering Methods:
• Mail Survey
• Online Survey
• Phone Survey
• Community Forums
• Targeted Forums (by seniors, teens, ethnic, young
professionals, etc.)
• Staff survey
See NJSL website for resources for organizing focus groups and sample scripts:
http://www.njstatelib.org/services_for_libraries/consulting_services/library_trustees/stra
tegic_planning/
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14. NJSL Strategic Planning Resources
http://www.njstatelib.org/services_for_libraries/consulting_services/library_trustees/strategic_planning/
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15. Goals and Strategies
Goals: Long term aims; what the community will
receive
Goals are the general statements about the library’s directions and
aspirations. Select goals that may be achieved in a reasonable length of
time, or that serve as interim steps along the way.
Strategies (or Objectives) are the “how” of moving
towards goals.
Strategies are the steps to reach your over-arching goals. They set a
framework for the activities the library is undertaking. The should be
relatively short-range, practical and accompanied by an evaluation of
progress.
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16. Budget and Anticipated Costs
• Estimate of costs for planned programs and activities
• Includes cost of personnel and other operations
• May also need a capital plan if saving for future building
projects
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17. Timeline/Benchmarks
• Provisions must be made to review the plan, and check against current
decisions and expenditures
• Always use your strategic plan as a check against the budget
• Map out a timeline outlining goals and strategies for each year of the plan
• Provides a point of reference against which things may be compared or
assessed.
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18. Final Review
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1. Did you create the plan you intended to create?
2. Does your plan connect your mission to your vision?
3. Is your plan realistic?
4. Is the plan complete?
5. Is the plan clear?
19. Monitoring & Evaluation
Finally, monitor and evaluate your progress. This provides timely
and accurate data as you move forward.
• 1. Are goals and objectives being achieved or not? Are they
still realistic?
• 2. Will the goals be achieved according to the timelines
specified? If not, then why?
• 3. Should the deadlines for completion be changed?
• 4. Do you have adequate resources (money, equipment,
facilities, training, etc.) to achieve the goals?
• 6. Should priorities be changed to put more focus on achieving
the goals?
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20. Frequency of Monitoring and Evaluation
• The frequency of reviews depends on the nature of the library and the
environment in which it's operating. Libraries experiencing rapid
change from inside and/or outside the organization may want to
monitor implementation of the plan at least on a monthly basis.
• Boards of directors should see status of implementation at least on a
quarterly basis.
• Library directors should update status on a monthly basis.
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22. Promote Your Strategic Plan!
• Needs to be transparent
• Have trustees speak before elected officials, service groups, school
board, PTO’s, etc., to present overview of the plan and its potential for
the community.
• The community will respond more positively to a library’s plans when
it sees a project or need as part of a planned sequence to improve
services.
• Celebrate successes along the way!
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23. Thank you!
Resources:
Strategic Planning for Results by Sandra Nelson
Publisher: ALA Editions, 2008.
NJSL Strategic Planning presentations, formats, templates:
http://www.njstatelib.org/services_for_libraries/consulting_services/library_trustees/
The Harwood Institute for Public Innovation
www.theharwoodinstitute.org
Aspen Institute: Re-envisioning the Future of Libraries
http://csreports.aspeninstitute.org/Dialogue-on-Public-Libraries
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