the value of strategic planning

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The Value of Strategic Planning John Dolan OBE Focus, Funding and Futures: Libraries Adapting to Change Library Association of Ireland / CILIP Ireland 11 April 2013

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The Value of Strategic Planning. John Dolan OBE Focus, Funding and Futures: Libraries Adapting to Change Library Association of Ireland / CILIP Ireland 11 April 2013. About Strategy. What is strategy? A cynical take?. Military associations - PowerPoint PPT Presentation

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Page 1: The Value of Strategic Planning

The Value of Strategic Planning

John Dolan OBEFocus, Funding and Futures: Libraries Adapting to Change

Library Association of Ireland / CILIP Ireland11 April 2013

Page 2: The Value of Strategic Planning

About

Strategy

Page 3: The Value of Strategic Planning

What is strategy? A cynical take?

• Military associations• Greek – “Art of leader; office of general

command” Wikipedia• Plan to achieve (more) goals• Insufficient resources• Advantage over adversaries through

exploitation of emergent possibilities rather than committing to any fixed plan at the outset”

Page 4: The Value of Strategic Planning

What is strategy? For businesses

• “a pattern in a stream of decisions” Henry Mintzberg

• “Desirable ends with available means” Max Mckeown

• “determination of basic long term goals and objectives of an enterprise, [sic] and the adoption of courses of action and the allocation of resources necessary for carrying out these goals” Chandler 1962

• from Wikipedia

Page 5: The Value of Strategic Planning

What was…

… my strategy in going to Wikipedia?

• To get as much and do as little as possible• (output)

• To amuse• (outcome)

• To promote Wikipedia• (objective)

Page 6: The Value of Strategic Planning

What is strategy? Military

• “the utilization during both peace and war, of all of the nation’s forces, through large scale, long-range planning and development to ensure security and victory”

(Random House Dictionary)

Page 7: The Value of Strategic Planning

What is strategy? Military

• “the utilization during both peace and war, of all of the nation’s forces, through large scale, long-range planning and development to ensure security and victory”

(Random House Dictionary [quoted in

Wikipedia])

Page 8: The Value of Strategic Planning

Let’s take a closer look at that…

• Large scale – Aspiration and Circumstances

• Long range– Forward-looking– Realistic– Ambitious

• Planning– Action oriented. Change making

• Development– Change and innovation

• Security– Sustainability

• Victory– For subject and for you

Page 9: The Value of Strategic Planning

About

Libraries

Page 10: The Value of Strategic Planning

Attitudes?

Them • Low awareness• Haven’t got time• Opening hours• Valued v funding • Narrow stereotype• Nostalgia support• New Technology

Us• Talk to each other• Modest self-esteem• Self critical• Victim culture• Slow to change• Hide our light• New Technology

Page 11: The Value of Strategic Planning

But … look what libraries bring to the table

• Collaborative culture– Is that so? Sometimes…

• Enormous market– Millions of (registered) users

• Massive assets– structural, physical, virtual, human

• Committed Trained Workforce– Thousands of people. Tons of experience. Close to

communities• Library Information and Knowledge

– the most 21st century profession

Page 12: The Value of Strategic Planning

The Library Idea … is everywhere!

Early years

School Academic … Further & Higher Education

Research and innovation

Business, commerce

Entrepreneurs and Industry

Health, Wellbeing, Care

Banking, Finance, Law

PublicSpecial and Third Sector

Government and Public Administration

Page 13: The Value of Strategic Planning

and …

has been everywhere

Page 19: The Value of Strategic Planning

About

Strategic Plans

Page 20: The Value of Strategic Planning

SCONUL

Our strategic priorities for 2012-2015• Collaboration and shared services• Performance and quality• Academic Content and Communication• User experience and success

Page 21: The Value of Strategic Planning

Trinity College Dublin

Provost’s Foreword iiiValues ivVision and Mission vExecutive Summary vii1. Trinity’s Strategy for the Future2. Education3. Knowledge Generation and

Transfer 4. Student Experience5. Engagement with Society6. Enabling the Strategy7. People8. Place9. Information and the Library10.Implementing the Strategy11.Acknowledgements

Page 22: The Value of Strategic Planning
Page 23: The Value of Strategic Planning

Information and the LibraryAs a learning organisation, we fully support the sharing of information for the benefit of the entire community ……..• publish an information strategy• Establish a virtual learning environment (VLE) and a virtual research environment (VRE)• Transform campus experience with mobile web• integrated communications technology Platform•Develop the Library and College archives

Page 24: The Value of Strategic Planning

Irish Small and Medium Enterprises Association

Page 25: The Value of Strategic Planning

Our mission is to:* independently represent, promote and support owner managers of small & medium enterprises.* be vigilant, decisive, and direct in promoting and defending the interests of all small and medium businesses.* help members better manage and grow their business through the provision of excellent information and services.* reduce members’ costs through the co-ordinated strength of the sector.

Page 26: The Value of Strategic Planning

Our mission is to:* independently represent, promote and support owner managers of small & medium enterprises.* be vigilant, decisive, and direct in promoting and defending the interests of all small and medium businesses.* help members better manage and grow their business through the provision of excellent information and services.* reduce members’ costs through the co-ordinated strength of the sector.

•4 part mission …

•They do what it says on the lid

•That’s small businesses

Page 27: The Value of Strategic Planning

About

strategic planning

Page 28: The Value of Strategic Planning

Elements of strategic planning

External • Political• Economic • Social• Technological• Legal• Environment • Education

Internal • SWOT• Research / Evidence of past

achievement • Unique qualities (USPs)• Consultation; engagement• Partnership potential• Assets • Resources

Vision. Aims. Objectives. Desired outcomes

Page 29: The Value of Strategic Planning

Intrinsic v Instrumental

Intrinsic• Historic legacy• Books only • Valued • Victorian; associated with

archives, museums• Collections • Nostalgia value • Not enough on its own• New technology

Instrumental• Literacy• Learning• Information • Knowledge • Children/ Young People• Community• Diversity • Recessionist• New technology

Page 30: The Value of Strategic Planning

360° Strategy

Futures

Thr

eats

Opportunities

Baggage – Legacy

Competition Divided Failure

to change No/Low Impact

Uncertain market

Dated image Invisible

Inconsistent Limited evidence

Leadership Partnership

Collaboration Skills

Passion More ideas &

resources Huge Market

National network History

Nostalgia

Page 31: The Value of Strategic Planning

About

our Skills

Page 32: The Value of Strategic Planning

• Ethics and Values• at the centre

• Key knowledge and skills• make our profession unique

• Professional expertise and strategic skills• in the wider library, information and knowledge sector context • wider organisation and environmental context• maintain current awareness and understanding of the wider profession• for knowledge of the world outside their own workplace

Professional Knowledge and Skills Base

Page 33: The Value of Strategic Planning
Page 34: The Value of Strategic Planning

Professional expertise: Make more of our professional assets, our skills

Page 35: The Value of Strategic Planning

Skills of Strategy – 1. The wider perspective

Page 36: The Value of Strategic Planning

Skills of Strategy – 2. Generic. Powerful

Page 37: The Value of Strategic Planning

PKSB: Generic skills- Skills of strategy

• Wider Organisation and Environmental context• Wider Library Information and Knowledge Sector

context• Leadership and Advocacy• Strategy, Planning and Management• Customer Focus, Service Design and Marketing• IT and Communication

Page 38: The Value of Strategic Planning

9. Leadership and Advocacy

Provide active leadership by inspiring and managing themselves and teams, both inside and outside the organisation and by promoting the positive value of library, information and knowledge services across the organisation and society. Includes leading and inspiring teams, influencing key stakeholders and understanding external frameworks

Page 39: The Value of Strategic Planning

9. Leadership and Advocacy

Provide active leadership by inspiring and managing themselves and teams, both inside and outside the organisation and by promoting the positive value of library, information and knowledge services across the organisation and society. Includes leading and inspiring teams, influencing key stakeholders and understanding external frameworks

Page 40: The Value of Strategic Planning

10. Strategy, Planning and Management

Setting long-term goals and objectives, and managing their planning and deliverywithin financial and legal constraints, while ensuring that strategies and prioritiesare in line with and support business objectives. Includes knowledge of business, operational and financial planning and management.

Page 41: The Value of Strategic Planning

10. Strategy, Planning and Management

Setting long-term goals and objectives, and managing their planning and deliverywithin financial and legal constraints, while ensuring that strategies and prioritiesare in line with and support business objectives. Includes knowledge of business, operational and financial planning and management.

Page 42: The Value of Strategic Planning

11. Customer focus, Service Design and Marketing

Understanding user needs, shaping library, information and knowledge services to meet those needs and using appropriate methods to inform customers of accessibility, value and benefit of the resources and services. Includes knowing the customer, identifying and communicating with stakeholders, designing and promoting services and evaluating the outcomes.

Page 43: The Value of Strategic Planning

11. Customer focus, Service Design and Marketing

Understanding user needs, shaping library, information and knowledge services to meet those needs and using appropriate methods to inform customers of accessibility, value and benefit of the resources and services. Includes knowing the customer, identifying and communicating with stakeholders, designing and promoting services and evaluating the outcomes.

Page 44: The Value of Strategic Planning

12. IT and Communication

Using a range of electronic information resources and systems, including databases, catalogues, Web resources and software. Includes new internet applications and social media tools and providing user-friendly electronic resources and tools. Communication skills include oral, writing and presentation skills, networking andrelationship building and working effectively with individuals and groups.

Page 45: The Value of Strategic Planning

12. IT and Communication

Using a range of electronic information resources and systems, including databases, catalogues, Web resources and software. Includes new internet applications and social media tools and providing user-friendly electronic resources and tools. Communication skills include oral, writing and presentation skills, networking andrelationship building and working effectively with individuals and groups.

Page 46: The Value of Strategic Planning
Page 47: The Value of Strategic Planning

What more do you need?

Page 48: The Value of Strategic Planning

Make your own tomorrow!

Page 49: The Value of Strategic Planning

or…

… make tomorrow your own!

Thank you

John

Page 50: The Value of Strategic Planning