succession planning for library boards - out of your head and onto paper #3

Montana State LibraryPlanning for Succession

Webinar SeriesTerry Profota, MNM

www.sagenonprofitconsulting.comtlprofota@gmail.com

406-570-7109

STRATEGIC SUCCESSION PLANNING.OUT OF YOUR HEAD AND ON TO PAPER. Director of Library and Staff Infrastructure Readiness.

Not a mystery. Not difficult. Does take time and

discussion. Creates a process to handle

change. Expected or not.

What needs to be done? Who does it? Where things are?

Part of having an effective organization/library/business.

Helps to identify organizational weaknesses and/or gaps.

Creates stronger community accountability.

Assures the continued success of the library.

Assists in a seamless transition of key personnel.

Strengthens the organization as a whole.

Emergency Succession Plan. Strategic Succession Planning.

What is strategic succession planning.

Why Director and staff infrastructure is important to smooth transition.

How to create operational structures for smooth leadership transition.

Carefully reviewing and buildingyour library’s systems andinfrastructure.

Library Director & Staff Infrastructure Readiness.

Organizational values. Strategic and Operational

Plans. Updated Job Descriptions. Evaluation systems. Policies and Procedures.

Why are things working now?

1. Identify five values that your organization embraces?

2. Get into groups and discuss. Agree upon five – six values.

3. Report out to the big group.4. Now have a full discussion to

refine these down to five or six guiding values.

• Posters.• Questions when hiring.• Part of annual review.• Awards.• Trustees and Library

Director set an example.• Use when making

decisions.

A simple plan is better than noplan at all.

Update all staff job descriptions.

Do you have an organizational chart?

Written Policy and Process.

Performed Annually.Tied to the

Strategic/Operational/Work Plan.

Library Director Compensation Policy and Process.

Library operationsOrganizational operations

How do you organize & makeyour polices accessible?

Out of the head and onto paper!What are some areas that you need SOPS for in your library?

Other infrastructure you may want

to consider to create organizational

readiness.

You learned: What is a strategic

succession plan. The importance of director

and staff infrastructure readiness.

Structures and considerations for operational infrastructure.

What are your first steps to creating a director of library and staff infrastructure readiness?

Montana State LibraryPlanning for Succession

Webinar SeriesTerry Profota, MNM

www.sagenonprofitconsulting.comtlprofota@gmail.com

406-570-7109