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An Integrated Approach to Assessment and Planning

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Title: Strategic Planning: Does it collect dust on your shelf? Author: David Littrell Last modified by: Wanda Dole Created Date: 10/18/2001 2:26:44 AM – PowerPoint PPT presentation

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Title: An Integrated Approach to Assessment and Planning


1
An Integrated Approach to Assessment and Planning
  • Wanda Dole, John Barnett, Maureen James, Suzanne
    Martin, Donna Rose, University of Arkansas at
    Little Rock
  • Daryl Youngman, Kansas State University
  • 7th Northumbria Conference, 2007

2
Outline
  • Introduction
  • Strategic Planning
  • Assessment
  • Two case studies
  • K-State University
  • UALR
  • Conclusions

3
Introduction
  • Are we any closer to knowing whether performance
    measures lead to library effectiveness than when
    the debate began 25 to 30 years ago? Cullen
    (1998)
  • Our response
  • Yes, in the area of library planning

4
Who we are
  • Youngman, strategic planning at K-State 1999 ff.
    Consulting in Kansas
  • Dole, UALR.
  • Since Library School (UIUC)
  • Strategic Planning (PSU, SUNY SB, WU, UALR)
    Assessment (SUNY SB, WU)
  • Barnett, James, Martin, Rose, UALR
  • no experience with strategic planning or
    assessment

5
Strategic Brief History
  • Strategic Planning as a Management Tool
  • 1960s, Used in business
  • 1970s -1990s, Adopted by academe and libraries
  • Early 1990s, Many libraries did Strategic
    Planning
  • 1999/2000s, Renewed interest
  • Characteristics of Strategic Planning

6
Strategic Planning History
  • Strategic Planning in Business
  • George Steiner (1979) et al.
  • Adapted for Academe
  • Robert Cope (1978)
  • Philip Kotler Patrick Murphy (1981)
  • George Keller (1983)
  • Richard Jonsen (1986)

7
Strategic Planning in Libraries
  • Late 1970s early 1990s
  • Charles McClure (1978)
  • James S. Healey (1981)
  • Donald Riggs (1987)
  • Brice Hobrock (1991)
  • Meredith Butler Hiram Davis (1992)
  • Joseph Matthew (2005)

8
Characteristics of Strategic Planning
  • Definition A planning philosophy that links
    programs to the external environment.. Hobrock
    (1991)
  • Characteristics
  • Provides a roadmap to the future
  • Active, not passive
  • Looks outward and forward
  • Focuses on decisions

9
Characteristics
  • Strategic Planning links librarys priorities to
  • -Priorities of the parent institution
  • -Needs of library users
  • -Allocation of resources

10
Steps in Planning
  • Develop vision for future state of library
  • Develop set of core values as framework for staff
    in achieving the vision
  • Identify critical issues in the environment
    (SWOT)
  • Develop goals and strategies to allow the library
    to move toward the future state
  • Matthews (2005), Jacobs (1990)

11
Strategic Planning a Change Agent
  • Changing a culture requires the constant redesign
    of the infrastructure and frame of reference that
    that define appropriate and inappropriate values,
    expectations and activities. Covey (2002, 163)
  • Strategic planning can do this

12
History of Assessment
  • Overview
  • Cullen (1998)
  • Kyrillidou (2002)
  • Blixrud Dole (2005)
  • Matthews (2006)

13
Assessment
  • From the library at Alexandria up to the present
    day, libraries have judged themselves and each
    other in terms of collections Cullen (1998, 4)

14
Assessment
  • Input/Output Measures
  • Operating budgets
  • Collections, staffing, facilities
  • Statistical analysis
  • Bibliometrics
  • Benchmarking

15
Assessment
  • Techniques from business
  • Systems analysis
  • Management by Objective
  • Total Quality Management
  • Re-engineering
  • Baldridge
  • Deming

16
Assessment
  • Outcomes measurement
  • Response to call for accountability in higher
    education
  • Difficult
  • Service Quality/User Satisfaction
  • ARL New Measures

17
Two Case Studies in Planning Assessment
K-State and UALR
  • K-State
  • Carnegie Research Intensive
  • Enrolls 23,000 students
  • Over 2,000 faculty
  • Overall operating budget of 15 million
  • 57 Librarians
  • 49 Support Staff

18
Strategic Planning at K-State
  • 1982, first 5-year plan
  • Mission
  • 7 goals
  • 1987, strategic plan with
  • Mission
  • Vision
  • Value
  • Goals strategies

19
Strategic Planning at K-State
  • 1992-1997, true strategic plan
  • 1st Consultant
  • Broad participation of library faculty staff

20
Strategic Planning at K-State
  • 1999-2004
  • Integration of assessment
  • SERVQUAL (local version)
  • Focus groups
  • Performance measurement (Kantor studies)
  • LibQUAL, 2003
  • Organizational change
  • Culture of Assessment

21
Planning at K-State Current Status
  • 2005 new Dean, new Plan
  • Consultant
  • Library-wide planning retreat
  • Planned organizational change
  • LibQUAL, 2005

22
Strategic Planning at K-State
  • What worked?
  • What didnt work?
  • Effects of combining assessment planning

23
K-States plan is available at
  • http//www.lib.k-state.edu/geninfo/plan/L

24
Two Case Studies in Planning Assessment
K-State and UALR
  • UALR
  • Carnegie Doctoral/Research institution
  • Enrolls 12,000 students
  • Over 800 faculty
  • Overall operating budget of 4.8 million
  • 13 Librarians
  • 25 Support Staff

25
Strategic Planning at UALR
  • 1970s, 80s, 90s
  • Planning, mainly brainstorming
  • Top-down
  • Unstructured approach
  • No assessment

26
Strategic Planning at UALR
  • August 2006, strategic planning retreat
  • Outside consultant
  • Broad participation of library faculty staff
  • Development of mission vision statements
  • 2006 present
  • Working groups revise mission vision
  • New groups formed to develop goals strategies

27
Strategic Planning at UALR
  • July 2007, 2nd retreat
  • Working groups ALL agree that planning must
    include assessment
  • Assessment plan formed
  • Focus groups, fall 2007
  • MTG campus survey of student satisfaction
  • LibQUAL, spring 2008

28
Strategic Planning at UALR
  • We will evaluate and report back to you
  • What worked?
  • What didnt work?
  • Effects of combining assessment planning

29
Conclusions
  • Combination/assessment and strategic planning
  • Not much in the literature
  • K-State
  • 1982-1999, planning alone
  • 1999-present, assessment and planning
  • UALR
  • 2006, combination/assessment and planning

30
Questions
  • Is the combination of strategic planning
    assessment a new approach?
  • Is it an example of the Culture of Assessment?
    (Lakos Phipps)
  • Have other libraries done the same things?
  • Had the same results?
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