1. Library Review

2. Agenda for today Outline of Library Review Campus review process Development of Library Review framework Library Self Study stage Steps after Self Study Discussion

3. Develop Framework Library Self Study Strategic Directions Review Process External Review & Report Final Report to Provost & Associate Provost, Resources Library Review July - Sept 2011 Oct 2011 – Feb 2012 March - June Summer 2012 Fall 2012

4. 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

5. 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

6. In brief, this is: Due diligence Engaging with each other Engaging with our users Building on strengths Strategic & forward looking

7. A cost-cutting exercise Operationally focused Meant to address all issues Our sole focus In brief, it is not:

8. Sixth Decade Plan: Mid-cycle review Engage, Guide, Inform Meeting with the President, Nov. 18

9. Sixth Decade Plan: Mid-cycle review Waterloos work will be built on the foundational pillars: academic excellence research excellence and impact co-operative education graduate studies internationalization entrepreneurship

10. 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)

11. 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

12. 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

13. 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

14. 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

15. 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)

16. 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

17. 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 Library Self Study

18. 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 Library Self Study

19. 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 Library Self Study

20. 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

21. 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

22. 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

23. External Review & Report (Summer 2012)

24. Final Report to Provost & Associate Provost, Resources (Fall 2012)

25. The Library Review enables us to: Focus Engage Listen Act Be strategic

26. Develop Framework Library Self Study Strategic Directions Review Process External Review & Report Final Report to Provost & Associate Provost, Resources Discussion July - Sept 2011 Oct 2011 – Feb 2012 March - June Summer 2012 Fall 2012