Creating Value:

The 4+2 Formula for Success

3.0

Informed Leaders Start Here

Deb Wallace

Emerging Trends in Business Librarianship

IIM Ahmedabad, Dec. 2, 2015

Drew Gilpin Faust, President, Harvard University

Alan Garber, Provost, Harvard University

If our students leave here thinking that they can just go to Google to do a paper, then we’ve failed. Not just as a library, but as a university.

Nitin Nohria, Dean, Harvard Business School

4 + 2 =

Sustained Success

• Strategy • Execution • Culture • Structure

• Talent • Innovation • Leadership • Partnerships

Baker 3.0

=

Strategy

Strategic Shifts

FY07 FY08 FY09 FY10 FY11

Integrate with Research and Course Development

•3 pilot MBA projects •34 projects •Model developed

•36 projects •Develop - 3 •Revise - 2 •Enhance – 31

•79 projects •Develop - 9 •Revise - 9 •Enhance – 53

•92 projects •Develop – 16 •Revise – 10 •Enhance - 66

Organize the School’s priority information

•Catalog books •Socialize info mgt

•Catalog electronic info • Institutional Memory (IM) •Info Lifecycle Mgt

•Finish IM & Centennial Assets •Start Scholarly Assets •Stds for SharePoint

•RIS, LMS •Content types •Web content mgt •Search/Findability

•Findability •Analytics program •HBS IM practice •Data curation & mgt •iTRAC large projects

Move to electronic products and services

•Status Quo •2.5X electronic vs. print expenditure

•First Knowledge Center – BBOP •HC web properties •2.9X electronic vs. print

•Institutional Memory •Agribusiness Knowledge Center •OPM eBaker •2.7X electronic vs. print

•11 research/course support ShareSites •2.6X electronic vs. print

•Self-service support via Knowledge Centers, Web parts for ShareSites and Learning Hub •2.7x electronic vs. print

Support Global Research and Education

•No Focus •Alliance with CBS •Network with European universities •Relationship with HBS Research Centers •Global databases added (China, India)

•Network w/Chinese universities, Harvard •Launch GKEN – 40 •Track global aspect of research support – 269 •Q3 -1st sourcing in China

•Partnership with APRC •China content resource network developed

•APRC and IRC •Economic model for content, including global support •India content resource network developed

Increase reach of faculty knowledge dissemination

•Working Knowledge website and newsletter

•Working Knowledge for Exec Ed, Publishing, media •WK moved to daily content

•Economic Crisis site •Working Knowledge for Initiatives •Alignment with Marketing Plan

•Analysis to support FY11 Working Knowledge redesign

•Increase junior faculty representation •Marketing & Communication plan

Harvard Integration •University Library Council (ULC) •ULC committees

•ULC •ULC Standing Committees

•Harvard Task Force on University Libraries •ULC Convening Comm

•Library Implementation Working Group (LIWG)

•LIWG •Professional Schools shared services

Integrate with Research and Course Development

Organize the School’s Priority Information

Move to Electronic Products and Services

Support Global Research and Education

Increase Reach of Faculty Knowledge Dissemination

Harvard Integration

KLS Strategy Reflection Approach

Start Program

• Team • Charter • Plan • Framework: “4+2 Formula” • Deliverables

Assess Situation

• Current understanding; strengths and weaknesses • Check guiding principles • Understand Customer Needs

Conduct Reflection Discussions

• Mission, Vision, Priorities - Intent • Mission, Vision, Priorities - Consensus

Align Accountability

Create Measures

• Operational Goals & Objectives • Budget

Implement

Communications

Enga

gem

en

t

• Organizational Design and Build

Initiate Identify Determine Execute

• Roll out org • New roadmaps & tracking mechanism on deliverables

HBS and the Landscape of Management Education, 2015

1. How can KLS’s strategic priorities address the challenges and leverage the opportunities?

2. What additional capabilities and resources do we need to succeed?

3. How will we measure our progress against plan; our successes against our promised deliverables? What does success look like?

10

Baker 3.0 Ecosystem

Enduring Goals • Deliver the greatest possible value to KLS’s

customers by integrating our expertise and resources in support of their teaching, learning, and research.

• Build and enrich a knowledge and information ecosystem that delivers what our customers need when they need it, seamlessly.

• Be the trusted advisor for HBS in knowledge, information, and learning practices.

Mission We deliver distinctive information expertise,

services, and products so that our community excels.

Vision Baker Library is the first

place the HBS community searches to meet its

information and research needs. We are transforming the way the business world

accesses knowledge.

Mission, Vision, & Priorities FY15-FY17

Priorities Baker 3.0 Ecosystem: As proactive thought leaders, design and build the digital knowledge space to provide our expertise, services, products, and resources to the HBS community. Faculty Research Innovation: Advance faculty research and teaching with innovative products and services that have the potential to become core. Documenting the Corporation: Document the legacy of business and HBS in the digital age through strategic collecting. Baker for Business (B4B): Extend our reach to alumni with new products and services that provide them with the information they need to support their business decisions and professional development.

Across all priorities is a commitment to continuously improve our ability to be an adaptive organization, a collaborative culture, and transparent communicators.

Baker Library – Informed Leaders Start Here!

http://waytowealth.org/intro.html

I’m a… Use Case Market Product

Faculty (non-HBS) I’m teaching the Nokia case tomorrow and would like some recent news articles

on the current state of the company, financials, and a stock price chart indexed

against the S&P 500.

Academic Case Flash

Forward

Faculty (non-HBS) I’m teaching GE’s Two Decade Transformation and would like to better

understand Jack Welch’s approach to linking planning to management action.

Academic Leader 360

Faculty (non-HBS) I’m teaching a finance course where we will be looking at the subprime

mortgage crisis and other events of the financial crisis in 2008. I would like to

broaden the current discussion with perspectives from past financial crises.

Academic Industry History

MBA Student or

Recent Grad

I’m looking for a job in consumer products and would like industry trends, key

players, and competitive environment analysis.

Employment

– Entry Level

Industry

Highlight

HBX Student I’m taking the Disruptive Strategy course. I’m researching Airbnb’s business

model and the broader market context that’s allowed it to flourish. Where do I

start?

Academic Research Guide,

Industry

Highlight

Alumni

(job seeker/

interview prep)

I have an interview next Monday and need recent news, financials and analyst

reports for Unilever. Any bio’s you can send me for the people who I am

meeting (see attached) would be great. Also, is there a way to see if anyone

from HBS is affiliated with Unilever in Brazil?

Alumni Fee for research

services

Alumni

I need a current list of VC/PE deals and trends in biotech for an interview next

week. Alumni Fee for research

services

Alumni

(job seeker)

I would like to get a list of companies in the cleantech sector on the West Coast.

How can I identify HBS alumni working in this sector (globally) and in these

companies (specifically)

Alumni Fee for research

services

Alumni

(entrepreneur/

business owner)

I just met with my business partner to review the prospectus for our new

business. We’re meeting with potential investors next week and need to add

more market and industry data to our presentation. We need you to review the

prospectus, identify resources to answer the questions we’ve included and see

if there are other areas where library resources can add value to the

presentation.

Alumni Fee for research

services

13

• Culture slide

Culture

A Culture of Innovation

16

iLab Team

BL|BC B71

Structure

KLS Organizational Chart

KLS Project Pyramid

Game

Changers

Enhancements

Core Services & Organizational Capabilities

Cross- KLS Opportunity Management Process (for opportunities involving two or more KLS groups)

Customer

planning

meetings/

check-ins

Proposed KLS

initiatives

Proposed KLS

activities

requiring

resources of

two or more

KLS groups or

KLS and other

HBS group(s)

Check

with

manager

Proposal form

completed and

submitted to

SMT

Opportunity

not pursued

(mgr

communicates

decision to

proposer)

SMT decides

GO/NO GO

Opportunity

not pursued;

SMT

communicates

decision

SMT confirms

resource

availability

SMT assigns

project team

and Steering

Comm

HBS

governance

(e.g.,

iTRAC) if

needed

Project

mgt

Does not meet phase 2 criteria (see next slide)

Meets phase 2 criteria (see next slide)

NO

NO GO

GO

IDEA GENERATION OPPORTUNITY REVIEW PROJECT GO/NO GO

KEY Sources of ideas

Managers

SMT

Project Team

HBS governance

KLS Project Proposal

(FORM PMP-1)

KLS Project

Charter

(FORM PMP-3)

Italicized text required form to be completed at this step

Project

Team

completes

Statement

of Work

(SOW)

Project Mgrs

KLS Project

Statement of

Work

(FORM PMP-2)

Involves at

least one

other KLS

or HBS

group?

YES

Go/No Go decision

made within the

group (guided by

the phase 1

criterion 1 &2 on

next slide)

Meets

phase 1

criteria?

(see next

slide)

NO

YES

Designated KLS staff

Place in

“Potential

Opportunities

Pipeline” if

appropriate

NO GO

GO

Managing Director, KLS

Innovation • Innovation

Innovation through understanding. S. Datar / Design Thinking and Innovation

Discovery &

Delivery

Platforms

Information

Products

Infrastructure

Information

Management

Content Repositories/

Sources

Digital

Processes/Platforms

for Creation of

Content Repositories

CMS

Content Creation

& Access

Product & Service

Delivery

M Shaffer & S. Oliver - August 12, 2015

• Partnership

Partnerships

Baker 1.0

Baker 1.0

28

Baker 2.0

29

Baker 3.0 30

Lessons Learned

https://missiontomission.wordpress.com/tag/honduras/

… and in India ??? Over to you to write the next chapter.