planning/evaluation activity worksheet libraries/subsidies a… · if an activity occurred in more...

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Office of Commonwealth Libraries PLANNING/EVALUATION ACTIVITY WORKSHEET In order to better capture the work of Pennsylvania libraries; IMLS is requiring specific activity reports that provide quantitative data associated with the intent of Library Service and Technology Act (LSTA) funded projects. Activities are action(s) through which the intent or objective of a project are accomplished. Grant Project Activities are categorized under four (4) general areas, each with further defined activity areas. General Activity Type Specific Area Instruction: Involves an interaction for knowledge or skill transfer. Program Presentation Consultation Content: Involves the acquisition, development, or transfer of information. Acquisition Creation Description Lending Preservation Planning/Evaluation: Involves design, development, or assessment of operations, services, or resources. Retrospective Prospective Procurement: Involves purchasing facilities, equipment/supplies, hardware/software, or other materials (not content) that support general library infrastructure. Complete the Planning/Evaluation Worksheet if the project activities include: Retrospective: Research effort that involves historical assessments of the condition of a project, program, service, operation, resource and/or user group. Research effort that projects or forecasts a future condition of a Prospective: project, program, service, operation, resource, and/or user group. Please create a separate Planning/Evaluation Activity Worksheet for each individual: Retrospective or Prospective. Activities that were repeated or those of similar topics can be combined on one Activity Worksheet. Only report on activities paid in full or part with LSTA funds. Use the required survey conducted for Planning/Evaluation activities targeting the library workforce. Electronically submit LSTA Report(s) by clicking the ‘Submit by Email’ button at the end of the report. In subject, list: [GRANTEE NAME], LSTA Mid OR Quarterly respectively, followed by the contract number [FC#] Questions? Contact [email protected].

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Page 1: PLANNING/EVALUATION ACTIVITY WORKSHEET Libraries/Subsidies a… · If an activity occurred in more than one content area submit a separate Planning/Evaluation Activity Worksheet for

Office of Commonwealth Libraries PLANNING/EVALUATION ACTIVITY WORKSHEET

In order to better capture the work of Pennsylvania libraries; IMLS is requiring specific activity reports that provide quantitative data associated with the intent of Library Service and Technology Act (LSTA) funded projects.

Activities are action(s) through which the intent or objective of a project are accomplished.

Grant Project Activities are categorized under four (4) general areas, each with further defined activity areas.

General Activity Type Specific Area Instruction: Involves an interaction for knowledge or skill transfer.

Program Presentation Consultation

Content: Involves the acquisition, development, or transfer of information.

Acquisition Creation Description Lending Preservation

Planning/Evaluation: Involves design, development, or assessment of operations, services, or resources.

Retrospective Prospective

Procurement: Involves purchasing facilities, equipment/supplies, hardware/software, or other materials (not content) that support general library infrastructure.

Complete the Planning/Evaluation Worksheet if the project activities include:

Retrospective: Research effort that involves historical assessments of the condition of a project, program, service, operation, resource and/or user group.

Research effort that projects or forecasts a future condition of a Prospective: project, program, service, operation, resource, and/or user group.

Please create a separate Planning/Evaluation Activity Worksheet for each individual:Retrospective or Prospective.

Activities that were repeated or those of similar topics can be combined on one Activity Worksheet. Only report on activities paid in full or part with LSTA funds. Use the required survey conducted for Planning/Evaluation activities targeting the library

workforce.

Electronically submit LSTA Report(s) by clicking the ‘Submit by Email’ button at the end of the report.

In subject, list: [GRANTEE NAME], LSTA Mid OR Quarterly respectively, followed by the contract number [FC#]

Questions? Contact [email protected].

Page 2: PLANNING/EVALUATION ACTIVITY WORKSHEET Libraries/Subsidies a… · If an activity occurred in more than one content area submit a separate Planning/Evaluation Activity Worksheet for

LSTA Grant Type and Report Schedule

Local Library Grant Statewide Library Service Grant

Project Information

Project Coordinator Phone Number E-mail Address

Organization (Grantee) Contract Number (FC #)

Project Title

Planning/Evaluation Activity Information

Describe the individual Retrospective or Prospective activity. Include the title(s) and a brief description of the activity. If an activity occurred in more than one content area submit a separate Planning/Evaluation Activity Worksheet for each area.

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LSTA Coordinator
Project Coordinator Instruction
This is the legal name of the main person responsible for carrying out the project. Avoid using honorifics (i.e. Mr., Mrs.). Enter First name and last name only.
LSTA Coordinator
Phone Number Instruction
This is the Project Coordinator's 10 digit phone number (NUMBERS ONLY). Example: 2022220000
LSTA Coordinator
E-mail Instruction
This is the work email address of the project coordinator. Example: [email protected]
LSTA Coordinator
Grantee Name Instruction
This is the name of the organization that received the grant.
LSTA Coordinator
Contract Number Instruction
This is the the FC number that appears at the top right of every page of your contract. Contact [email protected] if you don't know your Contract #.
LSTA Coordinator
Project Title Instruction
This is the title of the project. Avoid jargon and keep the title as short as possible while including salient information. Do not use acronyms. Avoid abbreviations. When appropriate, include any information on target beneficiaries. Example: Summer Reading for Economically Disadvantaged Youth
LSTA Coordinator
Planning and Evaluation Description Instruction
Planning/Evaluation involves the design, development, or assessment of operations, services, or resources. This is a brief description of the activity’s purpose, methods, and target beneficiaries, plus any high-level results that are appropriate to highlight. It could stand on its own as a narrative summary of the activity. Write for a general audience by avoiding jargon, acronyms, and abbreviations. Also avoid highly technical activity details, numerical lists and bullets. If possible, state the “who, what, and why” of the activity in the first sentence or two. PLEASE NOTE: The following example is a generic one; it is NOT a specific example of a Planning and Evaluation Activity. Its purpose is to provide an understanding of what a good description looks like. EXAMPLE: The library hosted a Small Business Resource Center open house to showcase newly purchased materials and encourage small business owners to learn about other resources at the library. As a result of the open house, circulation of the center’s resources has increased and the number of small business owners utilizing the library’s instructional services has increased.
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Which planning/evaluation-related activity was administered? Select one primary area of Planning/Evaluation and provide the Format and Quantities.

Format

How did you deliver this activity?

Quantities

ProspectiveNumber of evaluations and/or plans funded Number of funded evaluations and/or plans completed

Number of libraries/organizations that carried out planning activity(ies)

Academic Special SLAA School Public Other

RetrospectiveNumber of evaluations and/or plans funded Number of funded evaluations and/or plans completed

Number of libraries/organizations that carried out evaluation(s)

Academic Special SLAA School Public Other

Beneficiaries Information Select all that apply.

All ages American Indian or Alaska Native 0-5 years Asian 6-12 years Black or African American 13-17 years Hispanic or Latino 18-25 years Native Hawaiian or other Pacific 26-49 years Islander 50-59 years White or Caucasian 60-69 years70+ years

Rural Statewide Suburban

Identify the area(s) in which your partner(s) operates. Select all that apply.

Not Applicable Adult Education (ESL, GED) Archives Cultural Heritage Organization Multi-type Higher Education Historical Societies or Organizations Human Services Organizations Libraries Museums Preschools Schools (K-12, Vocational) Other

Families Immigrants/refugees Intergenerational groups (excluding families) Library staff, volunteers and/or trustees Low income People with disabilities People with limited functional literacy or informational skills Unemployed

Urban

Identify the legal type of your partner(s). Select all that apply

Not Applicable Federal Government State Government Local Government (excluding school districts) School District Non-profit Private Sector Tribe/Native Hawaiian Organization

LSTA Coordinator
Prospective Instruction
Planning/Evaluation – Prospective This indicates an assessment of a future condition of a project, program, service, operation, resource, and/or user group. Example: Worked on the strategic plan Planning/Evaluation – Prospective – In-house This indicates an assessment of a future project, program, service, operation, resource and/or target user group. Example: The Coordinator worked on the strategic plan evaluation Planning/Evaluation – Prospective – Third-party This indicates an assessment of a future project, program, service, operation, resource and/or target user group completed by a consultant or independent evaluator. Example: Outside consultant worked on the strategic plan
LSTA Coordinator
Retrospective Instruction
Planning/Evaluation – Retrospective This indicates an assessment of a completed project, program, service, operation, resource and/or target user group. Example: Worked on the strategic plan Planning/Evaluation – Retrospective – In-house This indicates an assessment of a completed project. Example: The Coordinator worked on the strategic plan evaluation Planning/Evaluation – Retrospective – Third-party This indicates an assessment of a completed project by a consultant or independent evaluator. Example: Outside consultant worked on the strategic plan
LSTA Coordinator
Evaluations/Plans Funded Instruction
This is the number of evaluations or assessments funded. Example: The Coordinator worked on the strategic plan For this example the number 1 should be entered here.
LSTA Coordinator
Evaluations/Plans Completed Instruction
This is the number of evaluations or assessments completed by the end of the award period. Example: Outside consultant completed the strategic plan evaluation For this example the number 1 should be entered here.
LSTA Coordinator
Evaluations/Plans Funded Instruction
This is the number of evaluations or assessments funded. Example: The Coordinator worked on the strategic plan For this example the number 1 should be entered here.
LSTA Coordinator
Evaluations/Plans Completed Instruction
This is the number of evaluations or assessments completed by the end of the award period. Example: Outside consultant completed the strategic plan evaluation For this example the number 1 should be entered here.
LSTA Coordinator
Partners Instruction
Partnerships are a collaboration between a library and one or more external departments, agencies, organizations, etc., for the mutual benefit of all the participants. The partnership must be a formal one.
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If you can, please provide a list of other libraries/organizations that carried out the Planning or Evaluation activity (ies)

OrganizationType Organization Name Organization Address City Zip-Code

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