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OLA Super Conference 2011 d m A Planning & Management Services Inc. Library Strategic Planning Feb 2011 Presentation Notes from: OLA Conference: Feb. 5, 2011 Copyright: dmA Planning and Management Services – Not to be reprinted, circulated or presented without the prior written permission of the d m A.
A Lost Opportunity? ,[object Object],[object Object],[object Object]
My Presentation ,[object Object],[object Object],[object Object]
PART ONE PLANNING 101 – Strategic Plans, Master Plans and Management Plans
Three Simple Questions ,[object Object],[object Object],[object Object]
Three Different Answers What Do We Need to Accomplish Our Goals? Library Master Plan Feasibility Studies for New Libraries Collection Development Strategy How Will We Provide Facilities/Services to Meet Our Goals? Marketing Plans Organizational Reviews Policy Analysis Staffing Review What We Hope to Accomplish? Vision, Goals, Strategic Directions/ Action Plans Strategic Plan Management Plans Master Plan
PART TWO THE ESSENTIAL COMPONENTS OF STRATEGIC PLANNING
Overview: Steps in the Master Planning Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Overview: Steps in the Strategic Planning Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Difference Between… Master Planning Strategic Planning Where We Are At Where We Are Going Master Planning & Strategic Planning Where We Want to Be
Critical Balance in SP Managing for Stability ,[object Object],[object Object],[object Object],Managing for Change ,[object Object],[object Object],[object Object]
The Structure of the Strategic Plan SWOT Situation Audit Environmental Scan strengths/weaknesses opportunities/constraints ,[object Object],[object Object],[object Object],[object Object],Long Term Strategic Directions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Definition of a Strategic Plan ,[object Object]
PART FOUR LOST OPPORTUNITIES – WHY STRATEGIC PLANS FAIL
Five Lost Opportunities ,[object Object],[object Object],[object Object],[object Object],[object Object]
Why We Fail: Lost Opportunity 1 Ineffective Vision
[object Object],[object Object]
What a Vision is NOT ,[object Object],[object Object],[object Object],[object Object]
An Effective Vision ,[object Object],[object Object],[object Object],[object Object]
Why We Fail: Lost Opportunity 2 Limited Attention to Future Forecasting
The Extreme Future ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
My Four Rules of Forecasting ,[object Object],[object Object],[object Object],[object Object]
Why We Fail: Lost Opportunity 3 Poor Leadership
Leadership in Strategic Planning ,[object Object],[object Object]
Why We Fail: Lost Opportunity 4 Inappropriate Use of Community Input
Community Consultation ,[object Object],[object Object]
Why We Fail: Lost Opportunity 5 Not Enough Time Committed to the Plan
The Structure of the Strategic Plan SWOT Situation Audit Environmental Scan strengths/weaknesses opportunities/constraints ,[object Object],[object Object],[object Object],[object Object],Long Term Strategic Directions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Summing Up
A Good SP? Six Questions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Thank You & Your Questions

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Jim morgenstern strat planning presentation distribution copy

  • 1. OLA Super Conference 2011 d m A Planning & Management Services Inc. Library Strategic Planning Feb 2011 Presentation Notes from: OLA Conference: Feb. 5, 2011 Copyright: dmA Planning and Management Services – Not to be reprinted, circulated or presented without the prior written permission of the d m A.
  • 2.
  • 3.
  • 4. PART ONE PLANNING 101 – Strategic Plans, Master Plans and Management Plans
  • 5.
  • 6. Three Different Answers What Do We Need to Accomplish Our Goals? Library Master Plan Feasibility Studies for New Libraries Collection Development Strategy How Will We Provide Facilities/Services to Meet Our Goals? Marketing Plans Organizational Reviews Policy Analysis Staffing Review What We Hope to Accomplish? Vision, Goals, Strategic Directions/ Action Plans Strategic Plan Management Plans Master Plan
  • 7. PART TWO THE ESSENTIAL COMPONENTS OF STRATEGIC PLANNING
  • 8.
  • 9.
  • 10. The Difference Between… Master Planning Strategic Planning Where We Are At Where We Are Going Master Planning & Strategic Planning Where We Want to Be
  • 11.
  • 12.
  • 13.
  • 14. PART FOUR LOST OPPORTUNITIES – WHY STRATEGIC PLANS FAIL
  • 15.
  • 16. Why We Fail: Lost Opportunity 1 Ineffective Vision
  • 17.
  • 18.
  • 19.
  • 20. Why We Fail: Lost Opportunity 2 Limited Attention to Future Forecasting
  • 21.
  • 22.
  • 23. Why We Fail: Lost Opportunity 3 Poor Leadership
  • 24.
  • 25. Why We Fail: Lost Opportunity 4 Inappropriate Use of Community Input
  • 26.
  • 27. Why We Fail: Lost Opportunity 5 Not Enough Time Committed to the Plan
  • 28.
  • 30.
  • 31. Thank You & Your Questions