applying sroi in the evaluation of libraries for life

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Corporate slide master With guidelines for corporate presentations Applying SROI in the evaluation of Libraries for Life CyMAL: Amgueddfeydd Archifau a Llyfrgelloedd Cymru CyMAL: Museums Archives and Libraries Wales Dr Alyson Tyler Libraries Development Adviser CyMAL, Welsh Government @libalyson Alison Kennedy ASK Consulting

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Paper presented at 9th Northumbria International Conference on Performance Measurement in Libraries and Information Services, York, UK, 22-25th August 2011. Outlines the Libraries for Life strategy in Wales from 2008-11 and the use of SROI as part of the evaluation of the strategy for two of the work strands. (SROI = Social return on investment)

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Page 1: Applying SROI in the evaluation of Libraries for Life

Corporate slide masterWith guidelines for corporate presentations

Applying SROI in the evaluation of Libraries for Life

CyMAL: Amgueddfeydd Archifau a Llyfrgelloedd CymruCyMAL: Museums Archives and Libraries Wales

Dr Alyson TylerLibraries Development AdviserCyMAL, Welsh Government

@libalyson

Alison KennedyASK Consulting

Page 2: Applying SROI in the evaluation of Libraries for Life

Outline of talk

• Wales context • Libraries for Life strategy

and evaluation• Social Return on Investment• Issues to consider• Questions

Grandad Bibli – part of marketing campaign

Page 3: Applying SROI in the evaluation of Libraries for Life

Wales context3 million people, 20% speak Welsh

1 National Library of Wales22 local authority library services c. 12 HE libraries (mergers ongoing)c. 23 FE libraries (mergers ongoing)50+ health libraries5 Prison librariesSchool librariesWorkplace libraries

Image from CC Flickr - giveawayboy

Page 4: Applying SROI in the evaluation of Libraries for Life

What is CyMAL?

• Policy division of Welsh Government (Cymru Museums Archives and Libraries)

• Cross-domain approach

• Policy development, grant programmes, advice and support

• Library strategies:– 2005-07 @ your library– 2008-11 Libraries for Life

Government building in Aberystwyth

Page 5: Applying SROI in the evaluation of Libraries for Life

Libraries for life 2008-11

• Funding £10.5 m– 2008-09 £1m + £1.5m capital– 2009-10 £1m + £3m capital– 2010-11 £1m + £3m capital

• Work strands– Community Learning Libraries Programme– Online content and resources – Regional Library Partnerships framework– National marketing strategy – Developing workforce skills – Welsh Public Libraries Standards Framework Three

Page 6: Applying SROI in the evaluation of Libraries for Life

Evaluation framework• Independent research company Scotinform, with

Associates• 16 month evaluation process – interim reports• Qualitative research:

– Literature review – country comparator– Interviews with CyMAL staff– Interviews with strand leaders and key stakeholders– Survey of heads of library services– Staff: survey (online), focus groups (online and face to

face)– Users: survey (online and paper), focus groups (online

and face to face) – Non-users: interviews (face to face) and focus groups

(online and face to face)• SROI analysis on two programme strands

Page 7: Applying SROI in the evaluation of Libraries for Life

What is SROI?

 

 

• Framework for measuring and accounting for value

• Developed by Cabinet Office of the Third Sector

• It measures relevant change

• Value rather than money

Page 8: Applying SROI in the evaluation of Libraries for Life

• 2 work strands assessed

• Workforce Development

• CLLIP – 2 case study libraries• Pontarddulais (near Swansea, south Wales)• Wrexham (north Wales)

SROI - Process

Page 9: Applying SROI in the evaluation of Libraries for Life

1.Establishing scope and identifying key stakeholders

2.Mapping outcomes

3.Evidencing outcomes and giving them a value

4.Establishing impact

5.Calculating the SROI

6.Reporting, using and embedding

SROI – 6 Stage Process

Page 10: Applying SROI in the evaluation of Libraries for Life

SROI – Information Gathering

• Focus groups held with library staff and users

• SROI relevant questions included in evaluation surveys

• CyMAL reports and management information analyzed

Page 11: Applying SROI in the evaluation of Libraries for Life

Outcomes Identified

Outcomes

• Workforce Development: £3.12* of SROI• Pontarddulais: £3.42* of SROI• Wrexham: £2.16* of SROI

“SROI is not just a number but a story about change which includes narrative, qualitative,

quantitative and financial aspects”

* = unverified

Page 12: Applying SROI in the evaluation of Libraries for Life

Findings from the SROI Process

• Staff and users benefited; increased usage and users and improved staff working environments

• Staff benefitted from increased levels of skills and confidence and higher earning potential

• Provided valuable insight into wider impacts and benefits of the investment in the library sector in Wales

Page 13: Applying SROI in the evaluation of Libraries for Life

SROI and Measuring Impact of Libraries for Life

• Challenging process• Many stakeholders and indicators identified• Not always possible to find a financial proxy to

show the benefit (materiality)• Consulting with large number of stakeholders

biggest challenge• Not an appropriate measurement tool for a

programme of this size• Tool would be more appropriate for smaller,

discreet projects

Page 14: Applying SROI in the evaluation of Libraries for Life

Other findings and conclusions

• “… excellent value for money…”

• Wide reach impact of an holistic approach to investment in libraries

• Value of partnerships across the library sector

• Intrinsic ‘value’ of libraries, even from non-users

Page 15: Applying SROI in the evaluation of Libraries for Life

Future issues

• Data gathering framework vital

• SROI suitability for large programmes?

• Other economic impact tools e.g. joint ROI project 2011-12

• Other options for measuring performance in libraries (cf our Public Library Standards)

Page 16: Applying SROI in the evaluation of Libraries for Life

Contact details

• Alyson Tyler [email protected]@libalysonhttp://libalyson.wordpress.com www.wales.gov.uk/cymal - Evaluation report available here

• Alison Kennedy [email protected] www.askconsulting.org.uk

• Scotinform www.scotinform.co.uk