Learning Goals:

• Review of Webinar 1
• Effective Strategic Planning Processes
• Creating an implementation plan and process
• Monitoring and communicating progress
• Revising plans due to changes in the internal and external environment

Primary Purpose and Value of Strategic Planning:
Identify a set of goals for the library that will help library leaders make great decisions

Effective Strategic Planning Processes Begin with the End in Mind

Successful library strategic plan goals ALIGN with
Community Goals

Step 1 Identify Community Goals

Step 2: Select Community Goals that Most Align with your Library's mission, value, and resources

Step 3: Craft Your Strategic Plan Goals from the selected Community Goals (Step 2)

What's in the plan?

• Goals!
• Action Steps?
• Timeline?
• Person Responsible?
• What else?

For each goal there will be:

• Strategies and action steps
• Timeframe and person resonsible
• Assumptions made and reasons for goal and strategy selection
• Monitoring and Communication activities
• Other?

Two Documents

• Strategic Plan PLUS
• Implementation/Action Plan
• The Implementation/Action Plan can have more specific details about who is doing what, when, and can include monitoring and communication

Implementation Plan

• Make it easy
• Project Management PlansChart form with tables
• Can display activities in timeframe with dots or dates
• Chart form with table

Things to think about

• Who is primarily responsible for:
• leading the implementation?
• monitoring the implementation?
• communicating with others about the implementation?

Things to think about

• Who needs to be involved and in what way in:
• the implementation?
• monitoring the implementation?
• communicating with others about the implementation?

Things to think about

• Who needs to be communicated with and about what?:
• Staff, board, community partners, community members?
• Which groups of people i.e. ?
• Which individuals?
• Tool -- RACI

Succesful implementation

RACI

RACI

Decision Making

Decision Making Matrix

• List Decisions to Be Made (where the task would be in the RACI)
• Then add names of people or title (i.e. Library Director, pages, etc.)
• Then add role in decision - Responsible, Approve or Veto, Consult, Support, Informed
• See example in handout

Scenario Planning

Scenario Planning

• Identify potential scenarios and what your library would do to reach goals under each one
• Could be solely budget scenarios - i.e. flat funding, x% increase, x% decrease
• Could also factor in other issues in addition to library budget i.e. school budgets, larger trends affecting library or community
• See example in handout

Examples?

Revising plans due to changes in the internal and external environment

Make it Fun!

A great process to use Strengths, Opportunities, Aspirations, and Results SOAR

Potential Barriers and Solutions

Poll

Questions

Resources

Aspen Institute Report and Action Guide

Missouri State Library
Community Engagement Toolkit and Webinars