1. USING A THREE YEAR ROLLING DEVELOPMENT PLAN (3YRDP) TO LEAD AND MANAGE LIBRARY TRANSFORMATION 25 th Annual IATUL Conference Kraków, Poland, May 30 – June 3, 2004 Egbert D. Gerryts Department of Information Science University of Pretoria, South Africa

2. 25 th Annual IATUL Conference Kraków, Poland

5. B.Institutional Environment (University) Dimensions/Parameters Policy Users Finance Government Partnerships I T /Clients Business Infrastructure Orientation Opportunities Threats Exploitable In-exploitable Surmountable Un-surmountable C.Library / Information Service Future Picture Preferred Future Position 3 Year Rolling Dev Plan A.External (Global/National) Environment Dimensions/Parameters Economy Government Social-Cultural Technology Publication Information Business Enterprise (Scholarly Com/ Library profession) Opportunities Threats Exploitable In-exploitable Surmountable Un-surmountable

6. OUR THREAT UNIV OUR CHALLENCE UNIV STRATEGIC PLAN 2004 – 2006 1. Academic endeavours, 2. Quality, 3. Relevance, 4. Transformation, 5. International competitiveness, 6. Value driven org. culture, 7. Sustainability, 8. Innovation LIB ? LIB X LIB ! LIB LIB STRATEGIC PLAN 2004 – 2006 1. Learning Center, 2. Research Info service, 3. Academic Integration, 4. e-Information, 5. Measurement and productivity, 6. Vision and value driven, 7. Effectiveness and Efficiency, 8. Process / Re-engineering / Business Orientation / Info Portal / COPs / Scholarly Com

7. Underlying Philosophy Global perspective: Where are we? Library philosophy: Who are we? Academic philosophy: Why and what are we? Functional communication interface: How are we? Preferred future position: WHEN? Strategic driver? Optimum integration with key work processes of university

9. The answer: points of departure? Key role in national information systems Facilitate open information/knowledge society Innovative technology – enhanced service Partnerships/co-operative agreements Support/promote/lead Universitys role and position in scholarly communication

10. Who are we?

11. How are we?

12. Paradigm shift – Organisations (Dr F Luthans) DimensionOld ParadigmNew Paradigm Organisations Structure Worker expectations Leadership Workforce Work Markets Advantage Focus Resources Governance Quality Hierarchy Self-sufficient Security Autocratic Homogeneous Individuals Domestic Cost Profit Capital Board of Directors What is affordable Network Interdependent Personal growth Inspirational, coaching, facilitating Cultural diverse Teams Global Time Customers Information Varied constituents, stakeholders No compromises

13. The new world of work Work units change – from functional departments to process teams. Jobs change – from single tasks to multi-dimensional work. Peoples roles change – from controlled to empowered. Job preparations changes – from training and education to career planning. Focus of compensation shifts – from job evaluation to competency and skill. Organizational structure change – from hierarchical to flat. Managers and Executives change – from supervisors and scorekeepers to leaders.

15. Strategic Renewal Plan Strategic Intension Goal Strategic base TaskDimension Structural starting-point Action Plan Social Dimension Culture Leadership

18. THREE YEAR ROLLING DEVELOPMENT PLAN (3YRDP THREE YEAR ROLLING DEVELOPMENT PLAN (3YRDP) STRATEGIC INDICATORS Year 1Year 2Year 3 1. Business Management 1.1 Cost Management1.1.1 The cost-effectiveness of services, products and service levels, are quantified, negotiated and contracted. 1.2 Information sources Management 1.2.1 A justified strategic plan for spending is in existence. 1.2.2 An accountable commercial purchasing process is in place 1.2.3 A plan to expedite the transition from paper to electronic sources, in operation. 1.3 Space Management1.3.1 A solution for lack of space is contracted with Top Management. 1.3.2 Depreciation of equipment goes hand-in-hand with system-based budget for replacement. 1.3.3 A long term space management programme is created and adhered to.

19. THREE YEAR ROLLING DEVELOPMENT PLAN (3YRDP THREE YEAR ROLLING DEVELOPMENT PLAN (3YRDP) STRATEGIC INDICATORS Year 1Year 2Year 3 2. Client Services 2.1 Differentiated Service2.1.1 Services to deliver paper and/or electronic information packages to pre-graduate students are contracted 2.1.2 Primary clients with advanced information needs to receive a personal contracted information service. 2.1.3 Client relationship management has been investigated and implemented (CRM). 2.1.4 With due allowance to the programme agreements between UP and Partnerships that manage deliveries, an equivalent service is rendered to telematically educated students. 2.2 Virtual Information Service 2.2.1 The web as the primary delivery mechanism is in place, reliable and integrated and accommodates all other essential information services.

20. THREE YEAR ROLLING DEVELOPMENT PLAN (3YRDP THREE YEAR ROLLING DEVELOPMENT PLAN (3YRDP) STRATEGIC INDICATORS Year 1Year 2Year 3 3. Internal Work Processes 3.1 Optimalization of processes 3.1.1 Core business processes are rationalized, streamlined and where applicable, computer-based in order to render an uninterrupted one-stop service. 3.2 IT-deployment3.2.1 Bottlenecks in the electronic connection with national and international networks for academic information are eliminated. 3.2.2 The IT infrastructure, which makes web delivery possible, is in place. 3.3 Resources management 3.3.1 Create IMPS (Information Management and Procurement Service (IMPS), (Back Office) to ensure optimum support to key clients based service.

21. THREE YEAR ROLLING DEVELOPMENT PLAN (3YRDP THREE YEAR ROLLING DEVELOPMENT PLAN (3YRDP) STRATEGIC INDICATORS Year 1Year 2Year 3 4. Human Resources Management 4.1 Human resources strategy 4.1.1 Human Resources development plan is in place. 4.2 The role of the information specialist 4.2.1 The role of the Information Specialist is adapted to include the pursuit of knowledge management practices. 4.3 Renewal project teams4.3.1 Project teams are in place to implement renewal objectives.

22. Conclusion Library of yesterday still exists Key question is not where we come from, but where we go to You cant cross a chasm in two jumps 3YRDP offers the bridge – the junction where management and leadership minds meet