Long-Range
Strategic Planning:
Some Ideas About
Libraries
A Talk Given by Tom Peters
Feb. 4, 2014, online
The Plan for the Next 45 Mins.
1. Why engage in long-range strategic planning?
2. How to engage in worthwhile strategic pl...
How Long is Long-Range?

•
•
•
•
•
•

1 year
3 years
5 years
10 years
20 years
25 years
Case Study: 25-year Space Plan for
Meyer Library at MO State Univ.
1. Why Do This?

•
•

To define a desired future state

•
•

To deliberately allocate precious resources

To define a path...
Why? (stated negatively)

•
•
•
•

To avoid mission creep

•

To avoid employee ennui or confusion

To avoid avoiding prog...
1. Really, Why? Space Zombies
1. Why? Because the Pres. Asked
1. Why? Library as Third Place
2. How: Tools for Strategic Planning

•
•
•
•
•
•
•

Mission Statement
Vision Statement
A Core Values Statement
A Sense of...
2. How: Gather and Analyze Data

•
•
•

700,000 gate count in FY13
Gate count doubled in a decade
Use of the main circulat...
2. Gather Input; Involve Stakeholders

•
•
•
•
•

Google Doc for sharing ideas and comments
Outside space consultant from ...
2. Develop Working Principles

•

Physical library as important third place on
the campus

•

Blended building should be d...
3. Implementing the Strategic Plan

•
•
•
•
•

Manage the fears
Manage the hopes
Manage the delays and frustrations
Assess...
3. Phase 2: Furnish the Spaces

• It ain’t the space and the location;

it’s the furnishings, the ambiance,
and the overal...
3. What Could Possibly Go Wrong?
Beware the 3 P’s:

•Personalities
•Politics
•Pecunia (money)
Planning exhaustion
NIMBY at...
4. Summative Assessment of the
Plan and Its Implementation
Are most strategic plans destined
to miss the mark or languish
...
1. Why, Again?

•
•
•

Avoid the lure of the here and now
Lulled libraries rarely thrive
Rapidly changing environmental co...
Strategic Plan is Not Etched in Stone
5. Discussion
Thank Your for Your Time and Attention
Tom Peters
Dean of Library Services
Duane G. Meyer Library, Room 302
...
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Strategic planning talk 2014 02

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This is a talk that Tom Peters gave on Feb. 4, 2014 to the students in a library management course in the School of Library and Information Science at San Jose State California. The talk was given online as a webinar.

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Strategic planning talk 2014 02

  1. 1. Long-Range Strategic Planning: Some Ideas About Libraries A Talk Given by Tom Peters Feb. 4, 2014, online
  2. 2. The Plan for the Next 45 Mins. 1. Why engage in long-range strategic planning? 2. How to engage in worthwhile strategic planning 3. Implementing your strategic plan 4. Assessing your plan and the planning process 5. Discussion (possible at any time, really)
  3. 3. How Long is Long-Range? • • • • • • 1 year 3 years 5 years 10 years 20 years 25 years
  4. 4. Case Study: 25-year Space Plan for Meyer Library at MO State Univ.
  5. 5. 1. Why Do This? • • To define a desired future state • • To deliberately allocate precious resources To define a path or direction to achieve that desired future state The process itself can be salubrious for a library organization
  6. 6. Why? (stated negatively) • • • • To avoid mission creep • To avoid employee ennui or confusion To avoid avoiding program assessment To avoid losing focus as a library To avoid becoming marginalized or irrelevant during a time of change
  7. 7. 1. Really, Why? Space Zombies
  8. 8. 1. Why? Because the Pres. Asked
  9. 9. 1. Why? Library as Third Place
  10. 10. 2. How: Tools for Strategic Planning • • • • • • • Mission Statement Vision Statement A Core Values Statement A Sense of Possible Strategies A Thorough, Current Environmental Scan Collective Will to Plan and Implement Every Initiative Needs a Professional Leader
  11. 11. 2. How: Gather and Analyze Data • • • 700,000 gate count in FY13 Gate count doubled in a decade Use of the main circulating collection has been in a 20 year decline • Circ stats are now approx. one-third of their peak year.
  12. 12. 2. Gather Input; Involve Stakeholders • • • • • Google Doc for sharing ideas and comments Outside space consultant from CNI Meetings with various stakeholder groups Public Forums Marketing campaign? o Snappy Slogan? o Logo or some sort of graphic design?
  13. 13. 2. Develop Working Principles • Physical library as important third place on the campus • Blended building should be driven by true collaboration among the cost centers • Tenants in the library building should offer a bona fide walk-up service to users
  14. 14. 3. Implementing the Strategic Plan • • • • • Manage the fears Manage the hopes Manage the delays and frustrations Assess the everchanging conditions Harken back to the plan almost ad nauseum
  15. 15. 3. Phase 2: Furnish the Spaces • It ain’t the space and the location; it’s the furnishings, the ambiance, and the overall, complete information experience • The library of the future will blend the best of library, museum, and theme park experiences
  16. 16. 3. What Could Possibly Go Wrong? Beware the 3 P’s: •Personalities •Politics •Pecunia (money) Planning exhaustion NIMBY attitudes Fiefdom: Guarding the borders
  17. 17. 4. Summative Assessment of the Plan and Its Implementation Are most strategic plans destined to miss the mark or languish unfulfilled? How quickly do strategic plans become outdated?
  18. 18. 1. Why, Again? • • • Avoid the lure of the here and now Lulled libraries rarely thrive Rapidly changing environmental conditions: o Information and communication technologies o User expectations and preferences o User behavior
  19. 19. Strategic Plan is Not Etched in Stone
  20. 20. 5. Discussion Thank Your for Your Time and Attention Tom Peters Dean of Library Services Duane G. Meyer Library, Room 302 Missouri State University 901 S. National Ave. Springfield MO 65897 Email: tpeters@missouristate.edu Office: 417-836-4525 Mobile: 309-660-3648 FB: Thomas A. Peters Twitter: TAPintoIT

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