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/

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

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

● Overview of Strategic Planning and Process

● Action Planning● Break● Workshop

● Explanation● Poster Creation● Poster Presentations

● Conclusion

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

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

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

Why Strategic Planning?

• Unclear priorities

• No long-range plan

• Not enough $ resources

• Need focused mission statement and academic identity

• Lack of time for planning ”

“

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

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

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

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

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

The Process

Environmental ScanTrends AnalysisSWOT Analysis

MissionVision

Values

GoalsObjectives

Success Metrics

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

Get SMART!S

specific, significant, stretching

Mmeasurable, meaningful

Aagreed upon, attainable, actionable

Rrealistic, results-oriented

Ttime-based, trackable

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

A Stab at Assessment

• Doing the work right

• Doing the right work

• NEASC Accreditation

• Accountability

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

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

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

Potential Barriers

• Need for advocacy

• Lack of internal knowledge/expertise

• Lack of buy-in, transition management

• Lack of resources (e.g. funding)

• Conflicting priorities

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

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

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

Identify Resources• Funding

• Staff

• Facilities

• Collections

• Marketing

• External dependencies

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

Achievable Deadlines

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

A Leader

• Is committed.

• Has access to needed resources.

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

• Inspires action and buy-in.

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

QuestionsMore on Assessment

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

Stay in touch

Stephen Spohn spohn@nelinet.net

Thank you

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