library review. agenda for today outline of library review campus review process development of...
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Library Review
Agenda for today• Outline of Library Review• Campus review process• Development of Library Review
framework• Library Self Study stage• Steps after Self Study• Discussion
Library Review
July -Sept 2011
Oct 2011 – Feb 2012
March - June
Summer 2012
Fall 2012
Why a strategic review?
• Undertaking the Library Review is in part due diligence
– It is something we should simply do as we move forward
• The Provost, President & 6th Decade Plan all call for such reviews
• Integrating and dovetailing our work with multi-year planning now underway across campus
• Engagement with all Library staff• Engagement with Library stakeholders• A scan of the current environment• Aligning our resources with our strategic directions• Ensuring the current campus “integrated planning
and budget” review process is taken into account• A review and identification of appropriate impact,
outcome and assessment measures
The Library Review will include at a minimum
In brief, this is:
• Due diligence• Engaging with each other• Engaging with our users• Building on strengths• Strategic & forward looking
• A cost-cutting exercise• Operationally focused • Meant to address all issues • Our sole focus
In brief, it is not:In brief, it is not:
Sixth Decade Plan:
Mid-cycle review
Engage, Guide, Inform
Meeting with the President, Nov. 18
Sixth Decade Plan: Mid-cycle review
Waterloo’s work will be built on the foundational pillars: • academic excellence• research excellence and impact• co-operative education• graduate studies• internationalization• entrepreneurship
• Draft framework• Input from Library staff• Revise based upon input• Review with Library
Managers, Provost, Associate Provost, etc.
• All staff meeting on Sept. 27th
Develop Framework
(July – Sept 2011)
Develop Framework
What we did
• Email to all staff & EC• Sought input on self-study “themes”• Developed themes• Sought further input on how to
proceed• Revisited themes & modified process
Develop Framework
What we did
• Email to all staff & EC
• Sought input on self-study “themes”
• Developed themes
• Sought further input on how to proceed
• Revisited themes & modified process
What we heard
• Ensure that all staff have input• Stay forward-looking but “ground”
the themes discussion somehow• Make it manageable• Use professional facilitators
Develop Framework
What we did
• Email to all staff & EC
• Sought input on self-study “themes”
• Developed themes
• Sought further input on how to proceed
• Revisited themes & modified process
What we heard
• Ensure all staff input
• Stay forward-looking but “ground” the themes discussion somehow
• Make it manageable
• Use professional facilitators
Results
• Revised process for three-part self-study stage
• Departmental & committee self-studies
• Will engage facilitator• 6 over-arching themes
Themes
• Advancing research & scholarship• Enabling student success• Engaging with our users• Serving satellite campuses & users• New spaces for new times: Comprehensive
space review• New skills for new times
Develop Framework
• Departmental and Committee Self Studies (October – December 2011)
• Synthesizing of Reports (December – January 2012)
• Thematic working groups (January – March 2012)
Library Self Study
(Oct 2011 – Feb 2012)
Department and Committee Self Studies
• October – December 2011• Inventory of activity and services• SWOT analysis based on inventory• Alignment of activities and SWOT
with key themes• Reports prepared for December 9
Library Self Study
Inventory of activities & services
• Managers and Committee Chairs will:– Draw from: e.g. job descriptions, pandemic
reports, Library Report for Senate for Sixth Decade Plan
– Solicit feedback from staff – Complete in October, before facilitated
discussion
LibrarySelfStudy
Facilitated Discussion: Questions
• What do we do well?• What do you feel we could do better?• What is holding us back? • Are we doing the right things?• What are we not doing that we should consider
doing?• What threats are “out there” that could divert/detract
us from our ability to meet the academic and service mission of the Library to the University and our other constituents?
Facilitated Discussion: Questions
LibrarySelfStudy
Aligning Q/A With Themes
• Organize these answers along the lines of the six themes
• Each dept./committee report will be raw data to feed into December 15/16 retreat
• Dept./Committee reports due December 9, 2011
LibrarySelfStudy
Department and Committee Self
Studies
• October– December 2011
• Inventory of activity and services
• SWOT analysis based on inventory
• Alignment of activities and SWOT with key themes
• Reports prepared for December 9
Synthesizing of Reports
• December 2011 – January 2012• Retreat to synthesize data from
Dept. and Committee self studies • Develop and define work groups
based on key themes• Synthesis report with next steps
prepared for early January
Library Self Study
Department and Committee
Self Studies
• October – December 2011
• Inventory of activity and services
• SWOT analysis based on inventory
• Alignment of activities and SWOT with key themes
• Reports prepared for December 9
Synthesizing of Reports
• December 2011 – January 2012
• Retreat to synthesize data from Dept. and Committee self studies
• Develop and define work groups based on key themes
• Synthesis report with next steps prepared for early January
Thematic working groups
• January – March 2012• Establish working groups• Engage with key
stakeholders• Site visits and speakers
as appropriate• Preparation of reports
Library Self Study
Strategic Directions
Review Process
(March – June 2012)
• Reports from working groups as backdrops
• Broad library staff engagement• Development of 4-6 strategic
directions• Preparation of overall self-
study report• Identification of possible
members of external review team
External Review &
Report
(Summer 2012)
Final Report to Provost & Associate Provost,
Resources (Fall 2012)
The Library Review enables us to:
• Focus
• Engage
• Listen
• Act
• Be strategic
Discussion
July -Sept 2011
Oct 2011 – Feb 2012
March - June
Summer 2012
Fall 2012