From Strategic Planning to Taking Action

Connecticut • Maine • Massachusetts • New Hampshire • Vermont • Rhode Island

From Strategic Plans to Taking Action

NELINEThttp://moodle.nelinet.net/moodle/


Pow! Wham! Splat!● Welcome and Introductions● Presentation

● Overview of Strategic Planning and Process

● Action Planning● Break● Workshop

● Explanation● Poster Creation● Poster Presentations

● Conclusion


Why Strategic Planning?

• Important trends in society, technology and education

• New initiatives (four seasons scheduling, academic renewal, foundational skills)

• Efficient and effective use of limited resources

• Community outreach

• Basis for assessment and accreditation


Why Strategic Planning?

• Unclear priorities

• No long-range plan

• Not enough $ resources

• Need focused mission statement and academic identity

• Lack of time for planning ”

“


Embed accountability and metrics in plan, & assess

performance

Designate individuals or positions within the plan

Foster a learning organization

Develop effective implementation strategies,

structures, and reallocations

Develop scenarios and encourage innovation

Listen and explore

Implement a planning process

Solution

Gluttony

Wrath

Pride

Greed

Lust

Envy

Sloth

PatienceFail to establish accountability

AbstinenceFail to assess level of success

HumilityFail to demonstrate agility

TemperanceFail to focus

ChastityFail to demonstrate vision

KindnessFail to understand the environment

DiligenceFail to planSin

Embed accountability and metrics in plan, & assess

performance

Designate individuals or positions within the plan

Foster a learning organization

Develop effective implementation strategies,

structures, and reallocations

Develop scenarios and encourage innovation

Listen and explore

Implement a planning process

Solution

Gluttony

Wrath

Pride

Greed

Lust

Envy

Sloth

PatienceFail to establish accountability

AbstinenceFail to assess level of success

HumilityFail to demonstrate agility

TemperanceFail to focus

ChastityFail to demonstrate vision

KindnessFail to understand the environment

DiligenceFail to planSin


Strategic Plan?It's the Journey!

✔ Shared sense of purpose and strategic vision of the future

✔ Shared criteria for setting priorities

✔ Shared sense of ownership and commitment

✗ Lengthy, cumbersome documents

✗ Static ten-year plans

✗ Unrealistic goals


The Process

Environmental ScanTrends AnalysisSWOT Analysis

MissionVision

Values

GoalsObjectives

Success Metrics


Get SMART!S

specific, significant, stretching

Mmeasurable, meaningful

Aagreed upon, attainable, actionable

Rrealistic, results-oriented

Ttime-based, trackable


A Stab at Assessment

• Doing the work right

• Doing the right work

• NEASC Accreditation

• Accountability


Success Metrics

Batman had it easy!

• Selection to shelf time reduction from 2 months to 2 weeks

• Event attendance at 75% capacity

• Average age of browsing fiction less than 5 years (down from 10 years)

• Circulation of science books increases 20%

• 75% reduction in person-mediated document delivery requests


Potential Barriers

• Need for advocacy

• Lack of internal knowledge/expertise

• Lack of buy-in, transition management

• Lack of resources (e.g. funding)

• Conflicting priorities


Change

• Cultural readiness

• "See" the new work and benefits first

• Understand the impact on the customer

• Identify work that needs to change/stop second

• Support experimentation and false steps


Identify Resources• Funding

• Staff

• Facilities

• Collections

• Marketing

• External dependencies


Achievable Deadlines


A Leader

• Is committed.

• Has access to needed resources.

• Will communicate effectively (progress, barriers, etc.).

• Inspires action and buy-in.


QuestionsMore on Assessment

Stay tuned for more courses on library planning and assessment throughout the year.

Stay in touch

Stephen Spohn [email protected]

Thank you

Thanks for your time! Let us know about your successes and challenges with planningand assessment.

Business

From Strategic Planning to Taking Action