OLA 2006 Charting New Territory Debra Jackson

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• Haldimand County Public Library Board 2001
• Municipal amalgamation
• Why do a Strategic Plan?
• concentration of resources on key areas
• ability to deal with and manage change
• improved decision-making and management
  effectiveness
• Benefits of Strategic Planning
• renewed sense of purpose (vision, goals,
  priorities)
• enhanced communication and leadership
• enhanced perception of the librarys value
• positioned to play a significant role in
  community development
• Source dmA Planning Management Services

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• Current Situation (as of 2001)
• based on service review conducted by SOLS
• examined branch service levels and branch
  activity/performance
• with a view to realigning resources to better
  serve the community
• review identified need to develop system
  approach to library
• service based on a service delivery model that
  rationized service
• levels in alignment with population
  distribution and community
• demand.
• Sample data

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• S.W.O.T. Analysis
• Strengths
• Weaknesses
• Opportunities
• Threats
• Visioning the Future
• what will remain true for the public library
  over the
• next 15 years?
• what will be different?
• Force Field Analysis
• identifying the major forces which work in the
  librarys
• favour

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• Defining Ourselves
• Five adjectives to be associated with the library
  and its
• Services
• Welcoming
• Responsive (community-focused)
• Innovative
• Accessible (referring to physical, intellectual
  and
• electronic accessibility as well as
  convenience)
• Accountable

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Vision Statement Mission Statement Library
Service Commitment The Library will build an
innovative, efficient and accountable
organization to better serve the public. User
satisfaction is our primary focus, and this can
best be achieved in an organization that - -
- We plan to fulfill our service commitment
through - -
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• Strategic Plan
• Plan structure
• Four strategic directions
• Each direction has a number of goals
• Each goal has a number of actions
• Who will do what, when

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• Goal 1 Provide a service-oriented staff trained
  and equipped to meet
• the needs of library customers, with a focus on
  making customer
• service our top priority
• Example action
• 2005 Management Team
• Develop and administer performance excellence
  (competency)
• standards

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• Goal 1 Library facilities will be adapted/built
  to better support their social role
• as community meeting places and their
  emerging role as the communitys
• living room
• Sample actions
• Building of new branch in Caledonia renovations
  to Hagersville branch
• Library to participate on County Accessibility
  Committee and prepare an
• Accessibility Plan

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• Goal 3 Increase awareness of Library services by
  improving public
• communication regarding available library
  resources and services
• Sample actions
• Develop a marketing strategy and branding plan
  that make library promotions
• instantly recognizable
• Publish a quarterly newsletter

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Goal 1 Establish policies that will optimize
Library Board performance Goal 2 Ensure
accountability to Haldimand County Council and
Haldimand County Taxpayers Goal 3 Provide
quality library service
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Is each strategic direction consistent with the
mission statement? Are the directions consistent
with one another? Are they distinct enough from
each other? Is anything missing? Source
The Centre for Public Skills Training, Frank
Martinelli
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• The plan is done. Now what?
• Present
• to the staff, public and Council
• Implement
• accomplish stated actions
• Monitor
• review at quarterly management team meetings
• Revise
• in January, present to Board and Council what
  was done
• and what was deferred and, if deferred, why
• Integrate
• apply the plan wherever possible (e.g. reports
  to Council,
• budget variance reports, work plans)

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Specific examples of Strategic Plan
Integration Reports to Council include links to
specific goals and actions within our strategic
plan (e.g. a report for funding to renovate
the Hagersville branch is linked to Direction 2,
Goal 1, Action 2) Budget submissions include
service issues identified in strategic planning
process and service outcomes as a result of
implementing the plan 3-Year Work Plan
identifies staffing requirements for ongoing
activities and recurring and special projects.
These activities and projects are then linked
back to the Strategic Plan.
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Work Plan Example Outline Project Type
Special Project Name New Caledonia Library
Facility Lead Department/Lead Division
Library Other Divisions Support Services Project
Objectives.. Project Description Budget
Implications Achievability. Time
Frame. Strategic Fit (e.g. Action 2.1.8
Action 1.5.1
Action 1.2.1
Action 1.2.2 )
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The Boards role in planning Strategic planning
is a partnership between Board and staff
failure to involve the right people in the
process can result in weak commitment to the
plan The Board has to ensure that the strategic
plan is translated into concrete action plans on
an annual basis It is reasonable for elected
officials to expect the library to be well run
and effectively managed. No amount of
preparation, advocating, communication, planning
or community goodwill can garner much support
unless the library board can demonstrate that it
has achieved what it set out to achieve.
(Trustee Tips, No. 20)
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• Planning is an important board role because it
• Ensures that the community and the library
  understand why the library is there and what it
  is trying to achieve
• Investigates the needs of the community and
  ensures that the library responds to those needs
  without unnecessary duplication of services
  available elsewhere in the community.
• Ensures continuity of services
• Ensures long-term commitment to library services
  among key decision makers in the community
• Ensures the librarys ability to respond to
  changing needs and trends in the community
• Affirms to council that library funds are being
  spent in a deliberate and responsible manner
• Source Library Board Orientation Kit 2004
  Module 8 Planning 3

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A full version of the Haldimand County Public
Library Boards Strategic Plan is available
at http//library.haldimandcounty.on.ca (follow
the Annual Reports link) Specifically htt
p//www.haldimandcounty.on.ca/Documents/community/
library/200520Strategic20Plan.pdf