C-2Strategic Plans

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jhughes@barley.com (C2 in subject line)

C-2Strategic Plans

Juli Hughes

Barley Snyder _ LIBRARY

& INFORMATION SERVICES

Step One:

Situational & Environmental Analysis

• External Audit• Internal Audit

Don't value planning only for its results:

The PlanThe greatest value is in the process:

The Thinking

From "Strategic Planning: what's so strategic about it?" quoting from Carter McNamara,

Selling the Invisible -- a Field Guide to Modern Marketing

External Audit

• What do you know about your community– demographics, practice, culture,

geography– organization strategic plan

• Impressions about your community• Library’s image

– what is its image– emotional and visual responses

Internal Audit

• Role & Purpose• Organizational Structure• Personnel • Physical Environment• Technical Environment• Core Competencies (SWOTS)• Projects

Internal Audit

• Role & Purpose• Organizational Structure (firm)

– Decision Process– Lines of Communication– Understands Library

Internal Audit

• Personnel – Numbers– Qualifications– Strengths & Weaknesses

Internal Audit• Physical Environment

– Condition– Space– Change?

• Technical Environment– Equipment– Software– Environment

Internal Audit

• Core Competencies (strengths, weaknesses, opportunities & threats - 6 of

each)

– Special / Unique characteristics– Offerings– Activities– Changes– Stumbling Blocks

Internal Audit

• Projects– Activities / Services– Benefits– Programs– Marketing Activities

Timeline

Timeline

• Project Time Elements• Calendar / Schedule• Create Timeline• Insert dates into Plan• Devise tracking plan

Timeline

• Project Time Elements– evaluate project time (include staff)– prioritize – consider outside time constraints

(holidays, vacations, personal plans)

– determine completion goal

Timeline

• Calendar / Schedule– Outlook

(http://office.microsoft.com/en-us/outlook/HA010562991033.aspx)

– Web• http://www.vertex42.com/calendars/printable-

calendars.html (month/year indicated)• http://www.longspeakbsa.org/forms/calen.pdf (blank)

Timeline

• Create Timeline / master list– Word list– graph

• Create Timeline / individual list

Timeline

• Insert Timeline into Plan• Devise Tracking Plan

– Outlook / automated calendar– Manual

Follow-up Steps

Post Plan Phases

• Approval• Staff Update• Evaluation• Status Reports• Revision• ….and repeat

Approval

• Re-write plan• Re-write schedule

– Master– Individual

Staff Update

• Present final plan (group / individual)

– plan– changes– revised timeline– monitor schedule

Evaluation

• Frequency of monitoring – not all items on same schedule

• Are goals being achieved• Are goals NOT being achieved• Rewards - equal to task

Evaluation: achieved

• Review all reports• Meeting with involved staff for

debriefing (verbal and written)• Written review

– positive– negative / changes– overall evaluation– further implications

Evaluation: behindKey Questions

• Will overall be achieved on time• Should deadlines be changed• Adequate resources• Goals & Objectives still realistic• Change priorities

Status Reports

• Evaluation – behind– on schedule

• Trends in progress - why– adequate resources– changed circumstances

• Recommendations

Annual Review

• Status / success / revision• Changes

– what is causing change– why changes should be made– changes to be made

• goals, objectives, responsibilities & timelines• include changes in on-going evaluation &

status

• KEEP all versions of plan

…AND REPEAT

MORE!!

• Wiki:http://c2strategicplans.pbwiki.com (will post Q&A here)

• Email Questions:c2strategicplans@gmail.com

jhughes@barley.com (C2 in subject line)