training workshop session 1: strategic planning esté retief planner and quality assurance...
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Training WorkshopSession 1: Strategic Planning
Esté RetiefPlanner and Quality Assurance Specialist
17 November 2012http://listrends.blogspot.com [email protected]
What is this workshop about?
It is about strategic planning
The Village Group
What is strategic planning?
What is strategic planning?
• Strategic planning is the process by which one develops a strategy to achieve certain purposes.
Abraham, S.C. 2012. Strategic planning: a practical guide for competitive success. Emerald, 2nd edition, p.11. ISBN: 978-1-78052-520-4
What is strategic planning?
• Strategic planning is a process, that is, a series of steps followed by an organisation on:
• where it is going (i.e. vision)• and how it’s going to get there (i.e. strategy)
The two main purposes of strategic planning.
What will this workshop cover?
1. Strategic management process2. Environmental analysis3. Strategic direction4. Strategy formulation
Strategic management process
Part 1
What is strategic management?
• Strategic management encompasses both strategic planning and the implementation of the strategic plan to ensure, ideally, achieving intended results.
Abraham, S.C. 2012. Strategic planning: a practical guide for competitive success. Emerald, 2nd edition, p. 12. ISBN: 978-1-78052-520-4
Who is responsible forstrategic planning?
Who is responsible forstrategic planning?
Development of a strategic plan
• Many perspectives, models and approaches:1) Vision-based OR Goals-based strategic planning – most
common – starts with organisation’s mission, vision, values, goals, strategies to achieve goals & action planning (who will do what and by when)
2) Issues-based strategic planning – starts by examining issues facing the organisation, strategies to address these issues & action plans
3) Organic strategic planning – starts by formulating the organisation’s vision and values, then action plans to achieve the vision while adhering to those values
http://managementhelp.org/strategicplanning/index.htm
Mission(Mission statement)
A written declaration of an organization's core purpose and focus that normally remains
unchanged over time.
Business Dictionaryhttp://
www.businessdictionary.com/definition/vision-statement.html
Mission statement
• A mission statement is a concise statement of a company’s reason for being, what it actually does, and for whom.
Abraham, S.C. 2012. Strategic planning: a practical guide for competitive success. Emerald, 2nd edition, p. 154. ISBN: 978-1-78052-520-4
Vision(Vision statement)
An aspirational description of what an organization would like to achieve or accomplish
in the mid-term or long-term future.
Business Dictionaryhttp://
www.businessdictionary.com/definition/vision-statement.html
Vision statement
• A vision statement is a concise statement of where the organization would like to see itself 5 or 10 years in the future.
Abraham, S.C. 2012. Strategic planning: a practical guide for competitive success. Emerald, 2nd edition, p. 155. ISBN: 978-1-78052-520-4
Values of a company/organisation
The operating philosophies or principles that guide an organization's internal conduct as well as its relationship with its customers, partners,
and shareholders.
Business Dictionaryhttp://www.businessdictionary.com/definition/corporate-values.html
EXAMPLES
Vision, Mission & Values
http://www.waukesha.lib.wi.us/about/reports/strategic%20plan.pdf
Vision & Mission
Values
University of South Africa
• Our vision: Towards the African university in the service of humanity
• Our values: Social justice and fairness; Excellence with integrity
• Our value proposition: Accessible, flexible and globally recognised
Vision
Toyota will lead the way to the future of mobility, enriching lives around the world with the safest and most responsible ways of moving people.Through our commitment to quality, constant innovation and respect for the planet, we aim to exceed expectations and be rewarded with a smile.We will meet our challenging goals by engaging the talent and passion of people, who believe there is always a better way.
Mission
Toyota South Africa is dedicated and committed to:• Supplying the range of vehicles, parts,
accessories and services to meet the requirements of the South Africa and export markets that it services
• Ensuring that products are of outstanding quality, value for money and instil pride of ownership
Core values
• Open and honest communication • Customer satisfaction • Social responsiveness • Quality in everything we do • Respect for people and property • Recognition and reward for effort • Teamwork • Fair and equal opportunities
Mission statement
Vision statement
Values
Values
Two main phases
PHASE 1• Environmental scan
(identify key strategic issues)– External environment
• Issues impacting on the LIS world
– Internal environment• Assessing the organisation
(SWOT analysis)
PHASE 2• Strategic direction
– Setting objectives/goals– Crafting mission and vision
statements– Deciding on values
• Strategy formulation
Departmental strategic planning – aligned to organisation’s strategic plan
Corporate strategy
The overall scope and direction of a corporation and the way in which its various business operations
work together to achieve particular goals.
Business Dictionaryhttp://
www.businessdictionary.com/definition/corporate-strategy.html
New York University Libraries http://library.nyu.edu/about/Strategic_Plan.pdf
Vision
Values
Two main phases
PHASE 1• Environmental scan
(identify key strategic issues)– External environment
• Issues impacting on the LIS world
– Internal environment• Assessing the organisation
(SWOT analysis)
PHASE 2• Strategic direction
– Setting objectives/goals– Crafting mission and vision
statements– Deciding on values
• Strategy formulation
Departmental strategic planning – aligned to organisation’s strategic plan
Environmental scan
Part 2 aExternal environment
Divide environment into categories
• Demographic• Economics• Political/Legal/Regulatory/legislative• Educational• Sociocultural• Technological• Attitude/Lifestyle• Other, eg LIS trends
The Global Village:Population
The Global Village
Population:
1825: 1 billion
Late 31 October 2011: 7 billion
The Global Village
Nearly all future population growth will be in the world’s less developed countries [Largest % increase in population by 2050 will be in Africa –
double from 1.1 billion to 2.3 billion]
Developing countries will be building the equivalent of a city of
a million people every five days from now to 2050
http://royalsociety.org/policy/projects/people-planet/
The ‘second wave of urbanization’ indicates that most of 9 billion
people in 2050 will live in African and Asian cities where city growth
rates are the highest
http://www.unep.org/urban_environment/PDFs/SustainableResourceEfficientCities.pdf
2012 Global Population
2050 Global Population estimate
Africa (World)
Life expectancy at birth: 58 (70)
Population age < 15: 41% (26%)
Population age > 65: 3% (8%)
Total fertility rate: 4.7 (2.4)
Population living below US $ 2
(R16) per day: 63% (48%)
Source: Population Reference Bureau
Sub-Saharan Africa
More than 1 in 3 adults cannot read
176 million adults are unable to read and
write
47 million youths (ages 15-24) are illiterate
21 million adolescents are not
in school
32 million primary aged children are not
in school eitherSource: African Library Project
Lagos, Nigeria has surpassed Cairo, Egypt
in size with a population of 21 million
(July 2012)
65% - 70% of Africa’s people own a mobile
phone
Stev
e So
ng A
pril
2012
2012 STATE OF THE FUTURE
The Millennium Project
http://www.millennium-project.org/millennium/2012SOF.html
Where are we winning?
• Access to water• Literacy rate• Life expectancy at birth• Poverty $1.25 a day• Infant mortality• Wars • HIV prevalence• Internet users
• GDP/capita• Women in parliaments • School enrollment,
secondary• Energy efficiency• Population growth• Undernourishment
prevalence• Nuclear proliferation
Where are we losing?
• Total debt• Unemployment • Income inequality• Ecological footprint /
biocapacity ratio
• GHG emissions• Terrorist attacks• Voter turnout
Where there is no significant change or change is not clear?
• Corruption• Freedom rights • Electricity from
renewables
• Forest lands • R&D expenditures • Physicians per capita
The Global Village:Generation C
Generation C
• Born after 1990 – adolescent years after 2000 • 18 - 34 year olds• Just now beginning to attend university and enter the
workforce• Highly connected – live “online” most of their waking
hours• Comfortably participate in social networks with several
100 + contacts• Expect fast, reliable connectivity• They are realists, they are materialists
Generation C
• They are culturally liberal, if not politically progressive
• They live with their parents longer than others ever did
• Many of their social interactions take place on the Internet, where they feel free to express their opinions and attitudes
Generation C
• They’ve grown up under the influence of Harry Potter, Barack Obama, and iEverything – iPods, iTunes, iPhones
• Technology is intimately woven into their lives• Connected, communicating, content-centric,
computerised, community-orientated, always clicking
Generation C
• By 2020, they will make up 40% of the population of the USA, Europe and the BRIC countries, and 10% in the rest of the world – and by then, they will constitute the largest group of consumer worldwide
• 95% of them have computers• More than 50% use instant messaging to
communicate, have Facebook pages, and watch videos on YouTube
Like, catch you online, Dude
Fully 95% of all teens 12–17 years old are now online, and 80% of them are users of social media sites, according
to research from the Pew Institute
Higher Education:Key trends & Significant challenges
Horizon Report2012 Higher Education Edition
6 Key trends
• People expect to be able to work, learn, and study whenever and wherever they want to
• The technologies we use are increasingly cloud-based, and our notions of IT support are decentralized
• The world of work is increasingly collaborative, driving changes in the way student projects are structured
6 Key trends
• The abundance of resources and relationships made easily accessible via the Internet is increasingly challenging us to revisit our roles as educators
• Education paradigms are shifting to include online learning, hybrid learning and collaborative models
• There is a new emphasis in the classroom on more challenge-based and active learning
ChallengesLaura Czerniewicz –
University of Cape Town
• Massification of higher education Overall lowering of academic standards Greater mobility for a growing segment of the
populationIncreasing diversified higher education systems
Laura Czerniewicz - UCT
• Pressure to expand Post-secondary education will need to provide
places for an additional 98 million learners over the next 15 years
Daniel (2011) “This would require more than four major universities (30,000 students) to open every week for the next fifteen years.”
Laura Czerniewicz - UCT
• Funding Resource constrained globally New patterns of funding higher education
Laura Czerniewicz - UCT
• Technology Instantaneous communication The global dissemination of research and other
informationExpansion of ICTs
Laura Czerniewicz - UCT
• Demographics Both students and staff will grow and become more
varied Academic activities and roles will become more
diversified & specialisedIn developing countries, the need for more lecturers
will mean that academic qualifications, already rather low, might not improve much and reliance on part-time staff will continue
• Academic mobility
Higher Education in Africa
Higher Education in Africa
Digital landscape
The six technologies featured in the NMC Horizon Report: 2012 Higher Education Edition are placed along
three adoption horizons that indicate likely timeframes for their entrance into mainstream use for teaching, learning,
and creative inquiry.
• Time-to-adoption: One year or less Mobile apps Tablet computing
• Time-to-adoption: two to three years Game-based learning Learning analytics
• Time-to-adoption: Four to five years Gesture-based computingInternet of things
NMC Horizon Report: 2012 Higher Education Edition
http://youtu.be/NyQK2ZucXJI
Web 3.0 is here!
Web 3.0 is here in earnest except that many understand it yet much
less seeing it.
https://ronnie05.wordpress.com/tag/semantic-web/
• Google is developing ‘Semantic Web’ searching styles
• This is when a computer understands what people are saying when they are using jargon and slang expressions
Kindle Textbook Rentals
• Kindle Textbook Rentals lets students pay based on how long they want to use textbooks, with periods ranging from 30 days to 360 days.
• Renting a digital version of textbooks on a Kindle for a month can save students as much as 80 percent of the price of buying the works.
• Started July 2011
Kindle Textbook Rentals
• Amazon boasted having tens of thousands of digitized textbooks from publishers such as John Wiley and Sons, Elsevier and Taylor and Francis.
• Only pay for the time you rent the textbook.• Textbooks can be read on many devices such
as iPads, smartphones, computers, and iPod touch devices.
Kindle Library Lending
• Kindle Library lending will let you take books out on your ereader or Kindle app – started September 2011
• The service, which is available at some 11,000 libraries across the U.S., enables libraries to expand their e-book lending to the nation’s most popular e-reading platform.
But scholarly resources
are locked away in expensive journals
LIS trends
The 2012 State of American Libraries
First-year students (Fall 2011)• 60% do not evaluate the
quality or reliability of information• 75% do not know how to locate research
articles and resources• 44% do not know how to integrate knowledge
from different sources• Information literacy
LIS Trends
Changes in user behaviours and expectations
New roles, new responsibilities
• Improved digital offering• Data curation• Mobile environments• Patron driven e-book acquisition
Staff reductions
• Rapidly changing needs and tightened budgets have made permanent staffing decisions more difficult than ever.
• Some academic libraries have responded by hiring highly specialized professionals or post-docs and sharing their time with other units or departments on campus.
• Other libraries are training existing staff to support new digital initiatives.
Source: Social Media, Libraries, and Web 2.0: How American Libraries Are Using New Tools for Public Relations and to Attract New Users — Fourth Annual Survey, November 2011 (PDF). Columbia, S.C., South Carolina State Library, 2012.
Environmental scan
Part 2 bInternal environment
SWOT analysis: the example of the Indian Library Association
http://www.ifla.org/node/5749
Strategic directionStrategy formulation
Part 3 & 4
Contents
• Political – Central government– Local government
• Economical• Social– Demographic impacts– Socio-economic impacts– Educational impacts
Contents
• Technology- The Digital Revolution- Libraries and the Internet - Ultra-Fast Broadband Rollout- Social Media and Mobility- E-books- Library Management Systems- Open Data and Linked Data- Intellectual Property and Copyright- Censorship
• International Library Trends
Strategies
• Forming strategic alliances and partneringacross regional and national boundaries • Delivering better value public services• Using new technologies to deliver content andservices anytime, any place• Developing leadership and other skills.
Cleveland Public Library Strategic Plan 2012-2014
http://cpl.org/LinkClick.aspx?fileticket=Z1kfdBI8YX8%3d&tabid=110
Scarsdale Public LibraryStrategic Plan 2012 – 2017
http://www.scarsdalelibrary.org/pdf/StrategicPlan.pdf
McMinnville Public LibraryStrategic Plan 2012-2015
http://maclibrary.org/media/ThePlan.pdf
The Henderson County Public Library
Strategic Plan 2012 – 2022
http://www.henderson.lib.nc.us/documents/HCPLstrategicplan.pdf
Virginia Tech University LibrariesStrategic Plan 2012 – 2018
http://www.lib.vt.edu/strategicplan/2012-2018.pdf
UNL University LibrariesStrategic Plan 2012 – 2013
http://libraries.unl.edu/docs/120403_Srategic_plan_2012-13.pdf
Oakland University LibrariesStrategic Plan 2012-2014
http://library.oakland.edu/information/departments/administration/strategic_plan_draft_2012_2014.pdf
Public Library Association Strategic Plan 2010
http://www.ala.org/pla/about/strategicplan
Florida Library Association Strategic Plan 2010
http://www.flalib.org/strategic_plan/FLA%20Strategic%20Plan%202012-13%20Approved%20%20032312.pdf
IFLA Strategic Plan 2010-2015
http://www.ifla.org/files/assets/hq/gb/strategic-plan/2010-2015.pdf
Any questions / comments?