Put a strategic plan on it!

People who know me will know I love strategic planning. Or, more accurately, I love good strategic planning and how a strategic plan can assist you in many other activities.

Given that our library’s strategic plan is a few years old and our dean is retiring in the spring, the functional areas of SCUA didn’t want to wait for the whole library process to move forward. Luckily, there’s no rule that says you can’t have a strategic document for levels below the top or division/department.

While we didn’t go through a full blown strategic planning process, we had run many brainstorming, visioning, and planning activities over the last year and a half. Many of the projects in our document were already approved (officially or unofficially) and represented in individual and unit work plans.

Why did we need a plan then? When planning projects or allocating resources we seemed to encounter a few challenges. The biggest (to me) were a lack of understanding about:

  • The difference between work that is strategic to move a program forward v. the prioritization of regular ongoing work/projects
    • ex: processing the so and so papers may be a high priority on the list of collections to process, but this does not necessarily make that specific processing project a strategic priority
  • How the work of different functional areas within SCUA directly relate to one another, supports the work of the entire department, and how each unit/function can participate in meeting shared goals.

We determined three strategic directions across our work:

  1. Optimize the user experience
  2. Increase access to collections
  3. Expand knowledge of our collections to new audiences

Check out the full Strategic Directions for SCUA Functional Areas 2014-2017.

Here’s how I’m hoping to use our strategic directions document:

  • Raising awareness about what we do, why we do it, and its value within SCUA and the Libraries
  • Assist in developing annual work plans, how we spend our time, and evaluating our progress
  • Prioritization of pop up/new projects. Is it really a project that will move us forward? Does it have to happen right now? Can we approach it differently than before? What do we STOP doing from our strategic directions or regular/ongoing work to accommodate it?
  • Use as a tool for updating specific policies, procedures, and workflows highlighting how these changes support the activities and goals outlined in the strategic directions.
  • Advocating for resources at various levels within the library. Our AUL has already said this document will be extremely helpful as the libraries start to discuss priorities for fiscal and human resources for FY16.

Also, a hat tip to UCLA’s Library Special Collections strategic plan! We liked their presentation/formatting, so borrowed that for ours. Don’t reinvent the wheel!

 

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5 thoughts on “Put a strategic plan on it!

  1. Yes, Carrie, if people don’t like strategic planning, it means they aren’t doing it right.

    Very few special collections/archives strategic plans out there, so kudos to you for posting yours, as we did (http://old.library.jhu.edu/collections/specialcollections/archives/archives-strategic-plan-fy-2015-2017.pdf). Others that create them should share widely so the community has models.

    I chaired a session on strategic planning at SAA in New Orleans and would love to bring my remarks to the MARAC region in the future if you’re ever interested.

  2. Thanks Jordon for re-posting a link to JHU’s here too! Your session in New Orleans was one of my favorites that year. I agree that we can all approach strategic planning better with more examples/models. We should keep this conversation going for sure.

  3. Pingback: Chaos —> Order | Happy New Year!

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