writing a strategic plan and strategising generally: tips
TRANSCRIPT
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Writing a Strategic Plan and
Strategizing Generally: Tips
for all Library Types and
RolesMARIE O’ NEILL
HEAD LIBRARIAN,
DUBLIN BUSINESS SCHOOL
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Strategy is King
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Why Write a Strategic Plan?
“Academic libraries are facing additional pressures, including
changes in technology and user expectations, as well as changes in
areas such as scholarly communication, data management, andhigher education pedagogy. It would be impossible for any library to
engage with all of these trends. As they evaluate trends and prioritize
their resources, it is important for academic libraries to illustrate the
relevance of their programs and services by aligning those activities
with the mission, goals, and values of their parent institution. By
couching their goals within the priorities of the larger institution, and
then assessing progress toward those goals, libraries can offerevidence of their contributions to their campus community.”
(Saunders, 2016)
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Benefits of Writing a Strategic Plan
Road map for future developments
Provides opportunity for alignment with the wider institutional goals. Reduction of academic silos.
Effective prioritisation and allocation of resources: financial, information and staff. Can also be leveraged for additional resources.
Team building (your team buy into the vision, mission and goals as outlined in the strategy etc.). All ‘singing from the same hymn sheet.’
Can be leveraged for quality assurance exercises with accreditation and validation agencies. Reassuring to stakeholders. Demonstrates a planned trajectory.
Demonstrates library value
PR and marketing value
A strong strategic plan essentially advocates for the Library Service
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Key Components of a Strategic Plan
Identification of current and future trends in the wider sector, economy, politicalenvironment
Needs analysis of internal/external stakeholders (parent institution, library users,accreditation agencies, validation bodies, etc.).
Clearly articulated, title, vision, mission and goals which are aligned to institutional goals.
Evidenced based
Delineated time frame. Strategic plans can range from 10 to twenty years. More recentlythere is a trend towards shorter strategic plans (typically three to five years) due to thepace of change in the library sector.
Scope for assessment of the plan’s impact in relation to attainment of goals
A well written strategic plan must be both pragmatic (realistic, achievable, credible) andaspirational (it should contain risk, innovation, originality and have transformative impact).
A well written strategic plan should have gravitas, flair and eloquence, A strategic plancharts a library’s future and articulates a library’s values. In time it also becomes part of alibrary’s legacy. It’s a record and ultimately an artefact pertaining to a library service’sevolution historically.
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Accreditation/Validation
Agencies/Professional Body Standards
“Institutional accreditation is another
potential area of strategic alignment.
Accreditation organizations set the
standards against which colleges and
universities are assessed.”
(Saunders, 2016, p.5)
“Overall then, the accreditation review can
help the library with the clarification of its
mission, its prominence and role on
campus” (CannCasciato, 2011, p. 7)
accreditation is “a lacking element in
mission and planning documents” (p.8)
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Strategic Value Planning: Know Your User
“The paper finds that libraries that engage
in strategic planning can incrementally
improve their chances of success during
the execution of that plan if they make an
effort to include the marketing process
throughout the development and
execution of such plans. Additionally….
library strategic planning that incorporates
traditional marketing elements and tactics
like environmental scans, customer value
creation and promotion of unique benefits
will provide the best foundation for
competitive library strategic plans.”
(Germano and Stretch-Stephenson,
2011, p.71)
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Strategic Value Planning
“With the above in mind, it is our assertion that a value driven strategic planning process is an ongoing cycle that includes the following steps: (1)
Environmental scan (internal and external assessment of strengths,
weaknesses, opportunities, threats and political, economic, societal,
technological factors; customer research and market research gathering). (2)
Leadership established vision (premised upon unique value to patrons). (3)
Define mission (that demonstrates commitment to patron value required to
realize the strategic vision). (4) Determine organizational values and cultural
shifts needed. (5) Establish tactics and milestones (goals) with timelines. (6)
Execute (measure and adapt as needed).”
(Germano and Stretch-Stephenson, 201, p.77)
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The User at the Core of Strategic
Library Planning
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Resilient Strategic Plans
“aim for the development of a resilient
strategy that can deal with wide variations in
business conditions. This is the most
demanding approach as it requires careful
evaluation of the different elements of the
strategy against differing assumptions about
the future.”
https://www.sconul.ac.uk/page/libraries-of-the-future-developing-new-strategies
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Alignment
Dillon (2008, p.54) suggests that the future success of academic
libraries will “be determined by the extent to which they amplify the
mission of their host universities and, ultimately, the mission of the
university system”
Libraries should amplify the operations of the parent institution that
they work in and more.
Not only should academic libraries amplify institutional goals but I
would contest that libraries should be equal partners and
influencers in the formulation of institutional goals. A good strategic
library plan can help to sell the library in this respect.
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Useful Tools for Writing a Strategic Plan
Work backwards. Construct the vision, mission and goals after the following exerciseshave been undertaken.
Needs analysis with stakeholders (quantitative, qualitative, ethnographic)
Public consultations (Public library sector recently completed this to inform their newstrategic plan which will be launched imminently)
Swot analysis
Benchmarking/Case studies/Identify your library’s unique selling point
Literature review (including grey literature, peer review publications, professionalliterature. Professional body standards. Important: Key publications by stakeholders.
Review of institutional strategy
Library service audit/Gap analysis/Staff interests and strengths
Brain storming, blue sky thinking
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Promotion/A Strategic Plan is a Form
of Outreach
Front and Centre on library website
Institutional repositories
Senior Management
Teaching and Learning Committee
IT Department
News Media
Social Media
Can be leveraged during accreditation and validation visits
Induction tool for new staff
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Strategic Planning: A Political Activity
http://www.ala.org/acrl/publications/booksa
nddigitalresources/booksmonographs/pil/pil4
9/birdsall
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Strategic Planning: A Political Activity
“For many academic libraries, strategic planning is initiated by senior administrators who require all
campus units to submit plans for the overall purpose of developing institution wide planning cycles.
The library director who understands that this system of planning is linked to the strategic allocation of
resources is more likely to ensure that the library’s mission and goals are closely aligned with those of
the university. Such understanding is an acknowledgment that the rational activity of planning coexists
with the politics of academe.
Although librarians have become adept at strategic planning methodologies, and may become
campus leaders in designing and implementing this process, libraries are typically given scant
mention in the strategic plan of the institution. Given the political environment of the university, how
can academic libraries best conduct strategic planning? There are three main political strategies for
maximizing planning outcomes. These are to build upon the diversity of stakeholder interests, to
form alliances and coalitions for the advancement of the library’s own interests, and to market
a persuasive planning document. (ACRL)
http://www.ala.org/acrl/publications/booksanddigit
alresources/booksmonographs/pil/pil49/birdsall
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Components of the Strategic Plan of HSE Library
http://hselibrary.ie/strategy/
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Background Research/Consultation re HSE Library’s Strategic Plan
http://hselibrary.ie/wp-
content/uploads/2017/11/Strategy-
Process.pdf
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Examples: Public Library Strategy:
Opportunities for All
Strong title:
unequivocally
articulates the value
of public libraries to
society. Powerful
words: opportunities
for all, catalyst etc.
Department of the
Environment,
Community and Local
Government, 2013
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Opportunities for All: SWOT AnalysisEvidence
base
Department of the
Environment,
Community and Local
Government, 2013, p.75
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SWOT Analysis: Opportunities for All
Department of the
Environment,
Community and Local
Government, 2013, p.75
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Opportunities for All: PESTLE
Department of the
Environment,
Community and Local
Government, 2013, p.70
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Benchmarking/Case Studies
Department of the
Environment,
Community and Local
Government, 2013, p.70
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Literature = Free Market Research.
Example: Higher Education.
https://www.teachingandlearning.ie/national-
forum-publications/
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Literature Continued
http://hea.ie/assets/uploads/2017/06/National-
Strategy-for-Higher-Education-2030.pdf
http://www.qqi.ie/News/Pages/QQI-publishes-White-
Paper-on-Delegation-of-Authority.aspx
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Literature Review Continued
https://www.nmc.org/publications/
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Literature Continued
http://cdn.nmc.org/media/2017-nmc-
horizon-report-he-EN.pdf
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Literature Continued
http://www.ala.org/acrl/sites/
ala.org.acrl/files/content/issue
s/value/findings_y3.pdf
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Vision/Mission and Goals
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Difference Between Vision and Mission
Mission A statement of the overall purpose of
an organization which describes what
you do, for whom you do it and the
benefit.
Vision A picture of the “preferred future”; a
statement that describes how the future
will look if the organization fulfils its
mission.
/httmanagementhelp.org/blogs/strategic-planning/2013/01/30/theres-a-difference-mission-v-visionps://
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Examples of Vision Statements
“Ireland’s public libraries promote community cohesion and well-being, economicgrowth, and cultural identity. They will enhance self-worth and confidence. Ireland’spublic libraries will enable learning, deliver information and skills and animate culture,both in the community and online, with a skilled workforce working with citizens andpartners, locally and nationally.“(Department of the Environment, Community andLocal Government, 2013, p.6)
“The overall vision is for the Library to be truly at the core of the Trinity College Dublincommunity, providing increasingly diverse services, facilities and partnerships to ever-widening, inter-disciplinary academic fields; building on historic strengths andincreasingly developing new areas; balancing Trinity College Dublin’s internationalprofile and its national responsibilities. “Trinity College Dublin, 2015, p. 5)
The vision is for the Library to be the physical and virtual “go-to” place to learn, toresearch, to search for and use information resources, to study unique and distinctcollections and to showcase the impact of Trinity’s research to the world. (TrinityCollege Dublin, p.6)
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Mission Statement
Desmidt and Prinzie, (2008) describe the mission
statement as an articulation of the special value the
organization alone can deliver to its customers
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Mission Statements
Author: Laura Rooney
Ferris Former Librarian.
Currently Systems
Librarian at the HSE
Mission: Therese Brady Library and
Information Service (LIS) supports and
enhances the Irish Hospice Foundation’s (IHF)
vision that no one should face death or
bereavement without appropriate care and
support by providing access to high quality
information and resources on death, dying and
bereavement and by delivering an up to date,
accurate and user focused service.
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Strategic Plan: HSE Library
(National Health Library and Knowledge
Service, 2018, p.1)
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Goals and Alignment of Goals
Maynooth University Library, 2016
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Alignment: Strategic
Plan- Irish Hospice
Foundation Library
(Rooney-Ferris, 2012, p.3)
http://www.lenus.ie/hse/ha
ndle/10147/283072
http://hdl.handle.net/10147/283072
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Execution
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Implementation
HSE Library
National Health Library and Knowledge Service,
2018, p.4)
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Results
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Evaluation and Impact of Strategic
Plans
“By contrast, evaluation and assessment receive
considerably less attention in the strategic plans,
which seems surprising considering the emphasis
on accountability by stakeholders. At first glance,
assessment seems to be a strong priority, being
included in nearly three-quarters of plans. Upon
closer inspection, however, it is clear that the level
of emphasis on assessment varies widely. As noted
above, only 27% of plans integrated explicit
performance metrics into their plans.”
(Saunders, 2016, p.6)
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Evaluation: HSE Library Strategy
(National Health Library and Knowledge
Service, 2018, p.9)
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PR Value of Strategic Plan:
Showcase/Disseminate your Strategic Plan
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Showcase/Disseminate
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Eloquence
TCD Library, 2015, p.9
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Failure of Strategic Plans
(Germano and Stretch-Stephenson, 2011, p.74)
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DBS Library: Strategic Plans
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Strategizing in Your Role
Skill Mapping: How can you contribute to both the library and
institutional strategies of your institution within the context of
your role and beyond? Map your skill set to the Library’s vision,
mission and objectives as articulated in the strategic plan.
Carry out CPD to enhance this mapping exercise.
Innovate: Identify service gaps and innovations within the
library in which you work to inform the next strategic plan.
Look to international developments.
Do a SWOT re your career development: Strengths,
opportunities, weaknesses and threats.
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Strategizing in Your Role
Acquire and Develop a Professional USP/Upskill: Which informs and
is locked into the next strategic plan (e.g. open access library
publishing, research data management, learning analytics). Can
aid promotion. Promote this USP to your line manager and team.
Develop an Evidence Base: Read the literature/Contribute to the
literature to help secure your role in the strategic development of
the Library.
Interview preparation: Map your skillset to the strategic plan of the
interviewing organisation. Let them know that you can help them
deliver their strategic objectives.
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Strategic Highlights: MSc in Information
and Library Management
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Annual Library Seminar
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Best Library Team 2017: Education Awards
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Strategic Highlights: Library Publishing (DBS Library
is now a member of the Library Publishing
Coalition)
Dbsbusinessrevew.ieSahjournal.com
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Journal Launches
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Minorities Issue: SAH (Edited by Jane
Buggle)
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HECA Library Group
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Developing the Next Strategic Plan
This Summer
Watch this space….
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Finally: Adopt the Habits of a Strategic Thinker/Use
Strategic Planning Tools/Think Big
https://www.inc.com/pau
l-schoemaker/6-habits-of-
strategic-thinkers.html
Don’t forget to be
disruptive. Strategy
should shake things
up for the
better/transform.
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References
CannCasciato, D. (2011). Incorporating accreditation into strategic planning in academic libraries: A look at nine libraries in Washington State. PNLA Quarterly, 75(3), 5–10.
Department of the Environment, Community and Local Government (2013) Opportunities for All - The Public Library as a Catalyst for Economic, Social and Cultural Development.A Strategy for Public Libraries 2013-2017 Dublin Department of the Environment, Community and Local Government Retrieved 13/06/2018 from http://www.lgma.ie/sites/default/files/public_libraries_strategy_2013_2017.pdf
Desmidt, S. and Prinzie, A.A. (2008), “The impact of mission statements: an empirical analysis from a sensemaking perspective”, Academy of Management Annual Meeting Proceedings, pp. 1‐6.
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References
Dillon, A. (2008). Accelerating learning and discovery: Refining the role of academic libraries. In No brief candle: Reconceiving research libraries for the 21st century, CLIR report pub. 142. Washington, D.C.: Council on Library and Information Resources.
Germano, M. A., & Stretch-Stephenson, S. M. (2012). Strategic value planning for libraries. Bottom Line: Managing Library Finances, 25(2), 71. doi:10.1108/08880451211256405
National Health, Library and Knowledge Service, (2018). TURNING KNOWLEDGE INTO ACTION: ENABLING CARE; IMPROVING HEALTH 2018-2023 A call to collective action for users and providers of knowledge in the health service in Ireland. Retrieved 10/06/2018
Rooney Ferris, L. (2012). Irish Hospice Foundation Library and Information Services; strategic plan 2012-2015.
Saunders, L. (2016). Room for Improvement: Priorities in Academic Libraries’ Strategic Plans. Journal Of Library Administration, 56(1), 1-16. doi:10.1080/01930826.2015.1105029