Monday, May 22, 2017


Why should we plan?
  • To assist us to get from where we are to where we would like to be or should be
Why don’t we plan?
  • Planning can be
    • Difficult
    • Time consuming
    • Confusing
You know, we really should plan!

What exactly is planning?
  • An analytical process involving:
    • Assessment of the future
    • Determining desired objectives
      • e.g., moving building to have new space, or revamp building
    • Developing several courses of action
    • Selecting appropriate course(s) of action
    • Think ahead to choose the best course of action.
Long range or strategic plan
  • Time frames such as:
    • 2-year plan
    • 5-year plan
    • 10-year plan
It’s hard to think in terms of 10 years because of ever changing technology.

Short term plan (operational)
  • Open eyes
  • Lift head
  • Move leg
  • Move other leg
  • Sit up
  • Yawn
  • Stretch
  • Put on slippers
  • Stand up slowly
  • Getting through specific tasks with lists of accomplishments 
Two levels of planning
  • Departmental or unit level
  • Overall plan for entire organization
Steps in strategic planning
  • Identify values, assumptions and beliefs
  • Conduct an environmental scan
  • Do a SWOT or PEST analysis
  • Create a vision and mission for the library
  • Develop goals and objectives
  • Implement the plan
  • Evaluate the plan and start again
Values and assumptions
  • Value
    • Respectful workplace
  • Assumption
    • Technology will continue to play a significant role on the library as it enters the next millennium
Environmental scan
  • Beyond the library
  • Analysis
    • SWOT
      • Internal and external
        • Internal
          • Strengths
          • Weaknesses
        • External
          • Opportunities
          • Threats
    • PEST
      • Restraints
        • Political
        • Economical
        • Social
        • Technological
Visions versus missions
  • Vision statement
    • Future oriented and almost out of reach
    • An ideal
  • Mission statement
    • Philosophical statement of overall purpose 

Sample plans and mission statements on the web
U of M.

Vancouver Public Library. Mission, Vision, Values and Goals

Goals and objectives
  • Goals
    • Broad statements stating how library will achieve its mission
    • Time frames are still 3-5 years
    • Strategic
  • Objectives
    • Specific, measurable and time limited actions in support of goals
    • Time sensitive
Goals often cover broad areas such as 
  • Services
  • Collections
  • Facilities
  • Funding
  • Staffing
  • Goal: To provide materials in a variety of formats as identified by public need and use
  • Objective: To provide a catalogued book collection of two volumes per capita by the year 2000
  • Action: By an increase in the collection of 2% annually
  • Objective: To provide an adequate ethnic collection by the year 2000
  • Action: By identifying the major language groups by June 1999 and acquiring at least 1,000 volumes annually in those languages

    Implementing the plan and evaluation
  • Set priorities
  • Allocate staff/resources
  • Establish time frame and when milestones should occur or products/services be developed
  • Communicate plan
  • Monitor, evaluate, adjust, start all over

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