1. The CAUL-CBUA Strategic Plan, Mission, Vision, and Values APLA Conference ▪ June 6, Susan Cleyle ▪ University Librarian, Memorial University/CAUL-CBUA Chair-Elect Cynthia Holt ▪ Executive Director / Directrice Générale Council of Atlantic University Libraries / Conseil des bibliothèques universitaires de l’Atlantique (CAUL-CBUA)

2. Outline Review of current strategic plan goals and objectives
CAUL-CBUA Member Values
CAUL-CBUA’s Priorities
What is CAUL-CBUA doing right?
Where are the challenges for CAUL-CBUA?
What’s missing?
CAUL-CBUA’s Vision
CAUL-CBUA’s Mission
CAUL-CBUA Strategic Plan

3. CAUL-CBUA Strategic Plan 2018-2020
Goals
Activities
1.1 Develop a leadership and operational structure for ILL and Document Delivery Services across CAUL-CBUA
DDG leadership model discussion at DDG AGM
COPPUL/OCUL/CAUL-CBUA/BCI Resource Sharing Agreement Working Group
1.2 Optimize the Relais implementation for ILL and document delivery services across CAUL-CBUA
Relais Implementation Optimization Working Group Recommendations
1.3 Work with Novanet to better coordinate shared service efforts, preferably on a regional scale
Discussions with Bill Slauenwhite, Executive Director
1.4 Develop networks of shared expertise among CAUL-CBUA members.
Communities of Practice using Microsoft Teams
1.5 Develop regional expertise and best practices in support of national university, college, and library association interpretations of the Copyright Act and Fair Dealing.
Copyright Committee – panels at APLA Conferences
INDU hearing submission and testimony
1.0 Foster a collaborative approach to shared regional challenges and opportunities
CAUL-CBUA Strategic Plan

4. CAUL-CBUA Strategic Plan 2018-2020
2.0 Develop a comprehensive strategy across CAUL-CBUA to facilitate the actualization of the CFLA-FCAB TRC Report recommendations at member institutions
Goals
Activities
2.1 In collaboration with Indigenous Peoples, develop an education and training program to foster understanding among CAUL-CBUA members.
CAUL-CBUA Forum on TRC
Digital Preservation and Stewardship Committee – Oral History Workshop (Fall 2019)
2.2 Working in collaboration with Indigenous Peoples, develop strategies to address member needs in working with Indigenous Peoples.
CAUL-CBUA Indigenous Matters Committee
2.3 Foster interest in, and support for, Indigenous Peoples in the Atlantic Region entering information management careers, either directly, or in partnership with other organizations and/or institutions.
2.4 Foster the indigenization of collection development across CAUL-CBUA member institutions.
Webinar on Decolonizing Description (Fall 2019)
CAUL-CBUA Strategic Plan

5. CAUL-CBUA Strategic Plan 2018-2020
3.0 Foster growth and development in employee knowledge and skills at member libraries to meet the challenges of an ever-evolving post-secondary education landscape
Goals
Activities
3.1 Develop an ongoing coordinated plan for education and development opportunities for CAUL-CBUA members.
Webinars based on needs/areas of interest identified by members
Topical member forums twice yearly
3.2 Enable financial support opportunities for CAUL-CBUA members.
Group registration for externally offered webinars
CAUL-CBUA Collaborative Research Grant Award
CAUL-CBUA Innovation Grant Award
3.3 Develop a multi-faceted approach to ensuring member awareness of education and development opportunities.
Website – Webinars as main menu ribbon item
All-Staff s
CAUL-CBUA listserv s
CAUL-CBUA Strategic Plan

6. CAUL-CBUA Strategic Plan 2018-2020
Goals
Activities
4.1 Leverage member purchasing power and optimize resource usage rights in consortial acquisitions while balancing the diverse needs and priorities of the membership.
Atlantic Health Knowledge Partnership
Media resources
LIM/ERM Investigatory Working Group
4.2 Develop a strategy for the preservation of non-digital collections in the region.
Committee meetings with Director General for LAC Published Heritage Branch
4.3 Develop a strategy for the preservation of, and perpetual access to, electronic resources in the region.
Licence clauses for local loading and perpetual access rights
4.4 Facilitate discoverability of member collections in the region.
4.5 Develop an education and training program to facilitate member skills and knowledge development.
Collections Committee Education and Training Subcommittee
4.6 Support existing repository development and aid in the facilitation and implementation of repositories in member libraries.
4.0 Foster a collaborative collection strategy to maintain the integrity and discoverability of, and access to, member collections in the region
CAUL-CBUA Strategic Plan

7. CAUL-CBUA Strategic Plan 2018-2020
5.0 Coordinate regional, and leverage national, RDM initiatives to support institutional researcher needs
Goals
Activities
5.1 Provide ongoing access to training resource material and enable CAUL-CBUA members to participate in education and training opportunities related to research data management.
Digital Preservation and Stewardship Committee’s RDM webinar series
RDM Roadshow SSHRC Connection Grant proposal
5.2 Connect members with documentation to support RDM service development and delivery.
5.3 Ensure regional awareness of Portage and other RDM services and initiatives through network development and information sharing.
CAUL-CBUA Portage First Response Team
5.4 Develop a region-wide strategy to address long term access and stewardship of research data.
CAUL-CBUA Strategic Plan

8. CAUL-CBUA Strategic Plan 2018-2020
6.0 Foster excellence and innovation across the region by supporting the work of the CAUL-CBUA committees, to develop emerging initiatives
Goals
Activities
6.1 Open Educational Resources (OER)
CAUL-CBUA Forum on OER
Open Textbooks Survey Working Group
Open Textbooks Roadmap Working Group
CAUL-CBUA Strategic Plan

9. Goals Activities CAUL-CBUA Strategic Plan 2018-2020
7.0 Foster partnerships and collaborations among CAUL-CBUA members and with external organizations to CAUL-CBUA to facilitate the realization of Strategic Plan goals
Goals
Activities
7.1 Investigate broadening community participation with academic libraries in the Atlantic Region, enabled through possible partnerships.
CURBA/CAUL Cards promotion
Atlantic Health Knowledge Partnership – MOUs
Collaborations with public libraries
7.2 Explore alternative staffing options for advancing CAUL-CBUA initiatives.
DDG leadership model
CAUL-CBUA Strategic Plan

10. What is a Values Statement?
Important and lasting beliefs or ideals shared by the members of a culture about what is good or bad and desirable or undesirable.
Examples: diversity, creativity, collaboration, innovation, community involvement, fairness
CAUL-CBUA Strategic Plan

11. What are CAUL-CBUA’s values?
We value creativity, collaboration, engagement, and decisions based on best practices.
CAUL-CBUA Strategic Plan

12. What should be CAUL-CBUA’s values?
What’s Missing?
Values
We value creativity, collaboration, engagement, and decisions based on best practices.
CAUL-CBUA Strategic Plan

13. What is CAUL-CBUA doing right, where are the challenges, and what’s missing?
How is CAUL-CBUA successful with its strategic plan?
How is CAUL-CBUA challenged with its strategic plan?
What’s missing?
CAUL-CBUA Strategic Plan

14. What is a Vision Statement?
A vision statement has more to do with the future and really describes what an organization plans or hopes to be/achieve/accomplish in the future. It is more of an inspirational or motivational statement. To be effective, the message should be clear, optimistic, and realistic.
The key questions to answer in a vision statement include:
Where does the organization want to be in 5 years or 10 years?
How do we want to get there?
CAUL-CBUA Strategic Plan

15. What is CAUL-CBUA’s vision?
CAUL­-CBUA supports member institutions in the provision of exceptional library services and resources to help our institutions achieve academic and scholarly excellence.
CAUL-CBUA Strategic Plan

16. What should be CAUL-CBUA’s vision?
What’s Missing?
Vision
CAUL­-CBUA supports member institutions in the provision of exceptional library services and resources to help our institutions achieve academic and scholarly excellence.
CAUL-CBUA Strategic Plan

17. What is a Mission Statement?
Declaration of an organization's core purpose and focus that normally remains unchanged over time. A mission statement has a more present day focus.
The key questions to answer in a mission statement include:
What does the organization do?
Who does the organization serve?
What benefit does the organization provide?
CAUL-CBUA Strategic Plan

18. What is CAUL-CBUA’s current mission?
CAUL-CBUA enhances teaching, learning, and research in Atlantic Canada through the provision of information resources, library resource sharing, collaborative projects, and shared professional development.
CAUL-CBUA Strategic Plan

19. What should be CAUL-CBUA’s mission?
What’s Missing?
Mission
CAUL-CBUA enhances teaching, learning, and research in Atlantic Canada through the provision of information resources, library resource sharing, collaborative projects, and shared professional development.
CAUL-CBUA Strategic Plan