1. What is Planning? Start at 9:15—10 minutes to do this. Finish at 9:25.
NO ACTIVITY

2. “What is the use of running if you’re not on the right road?”
Introduction
“What is the use of running if you’re not on the right road?”
German Proverb

3. Introduction
Every library – large or small – needs a strategic plan. It is the blueprint that sets the direction for where your organization is going.

4. Overview Requirements for success Elements of plans
Planning process and what it covers
Evaluation and output measures
Types of evaluation

5. Lesson Objective By the end of this lesson you will be able to:
Describe a successful planning process
List the five phases of planning
Explain the importance of evaluation, measurement

6. What is a Plan? Common elements in plans are:
Overview of current library status
Assessment of trends in the community
SWOT Analysis
Mission and vision statements
Strategies and actions

7. What is a Plan? Common elements in plans are: Rationale for strategies
Anticipated costs
Time line and implementation plan
Guidelines for measurement and evaluation
Supporting data gathered in planning process
Acknowledgements

8. Strategic Plans: Confirm and articulate purpose
Provide decision making
Establish priorities and measure success
Signal good management
Identify efficiencies
Ensure services are customer driven
Identify opportunities and problems

9. Strategic Initiatives Cover:
Board and staff development/training
Funding/financial management
Facilities planning and maintenance
Collection development
Program development
Adult and children’s services

10. Strategic Initiatives Cover:
Advocacy and government relations
Community outreach and partnerships
Technology planning
Services to ethnic populations
Marketing and public relations
Administration and management

11. Successful Planning Process
Everyone participates
Board and staff educated about planning
Board and staff explore new ideas
Board takes advantages of opportunities
Necessary resources available
IMPORTANT – PAUSE HERE AND EMPHASIZE

12. A Plan “Litmus” Test Does it: Support mission and vision of library?
Satisfy identified community needs?
Help market and brand the library?
Consider library resources?
Address multiple goals?
Provide favorable return on investment?
IMPORTANT – PAUSE HERE AND EMPHASIZE

13. Five Phases of Planning
Organize and delegate roles
Initiate information gathering
Analyze data, identify goals & objectives
Write the new strategic plan
Market and disseminate the plan

14. Evaluation Progress needs to be evaluated
Objectives determine progress
Outcomes need to be assessed
Decide if plan is still valid
Changes can be made
Evaluate at least once a year

15. Measures for Evaluation
Inputs
Outputs
Outcomes
Group mentioned—add resources?
Pat Wagner at Dynex Institute does have a good training on how to do a strategic plan
Julie Rhinhart also has material

16. Inputs Resources used by a program
Collections, materials, equipment, supplies
Staff, volunteer time and expertise, community partners
Needs assessment findings
Facilities, computers, online access
Constraints - law, regulation, funding

17. Outputs Are: Answer “How many?” (extensiveness)
Product volume or evidence of delivery
Results of inputs and activities
From staff perspective
Quantified by neutral observers

18. Outcomes Are: Answer “So what?” (effectiveness)
Impact or benefit to end user
Results of inputs and activities
From customer’s perspective
Often quantified by perceptions
Measured by professional assessments
IMPORTANT – PAUSE HERE AND EMPHASIZE

19. Outcomes Are: Success stories Anticipated and planned for
Make project expectations explicit
Assumptions of contributions towards meeting the goal
IMPORTANT – PAUSE HERE AND EMPHASIZE

20. Other Types Measures (circulation, visits, etc…) Benchmarking
Customer satisfaction surveys
Website user surveys
Evaluation of quality of programs

21. Group Exercise

22. A list of books is at the end of this section in your toolkit.
Resources
New Planning for Results online course
IMLS Outcome Based Evaluation
A list of books is at the end of this section in your toolkit.

23. REVIEW Element of plans How to apply a “litmus test”
Evaluation is necessary
The types of measures needed