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Being Strategic About Digitization Projects


Abraham Azubuike

United Nations*
Dag Hammarskjold Library, New York



Developing Knowledge for Economic Development in Africa:

2nd International Conference on African Digital Libraries and Archives
University of Witwatersrand, Johannesburg, South Africa, 17-18 November 2011.

*Opinions expressed are those of the author, and does not necessarily
                                                                                1
represent the position of the United Nations
Objectives of this Presentation


 To revisit the crucial role libraries play in economic
  development
 To discuss the concept of “being strategic” as a manager
 To point to logical framework and business plan as
  generic strategy tools
 To discuss strategic issues related to digitization as a
  complex endeavour
 To advocate integrated digitization and preservation
  management


                                                         2
How Libraries Contribute to Economic
              Development

Effective libraries form the foundations of:

Human and institutional capacity;
Individual and group empowerment; and
Sustainable management of human, financial and
 natural resources

– The three main determinants of development


                                                  3
Direct Economic Contributions of Library Services

 Libraries contribute to institutional effectiveness
through high rate of return on investment
(Azubuike, 2003)
and to economic growth, by contributing to total factor
productivity (Azubuike, 2007)

 African economies normally do not record sustained
  growth in GDP without comparatively substantial
  increase in total factor productivity (Fosu, 2011).

These demonstrate that developing effective libraries
(tangible proxy for knowledge and TFP) advances
economic development.
                                                          4
Digitization, Digital Libraries

“A digital library is an online collection of digital objects, of
assured quality, that are created or collected and managed
according to internationally accepted principles for collection
development and made accessible in a coherent and sustainable
manner, supported by services necessary to allow users to
retrieve and exploit the resources”. (IFLA )

For simplicity, digitization and digital libraries/digital archives
are used interchangeably in this presentation.




                                                                      5
Strategic Importance of Digital Libraries
Digitization is widely regarded as a means of bridging the
digital divide, which is seen as a key factor in achieving the
United Nations Millennium Development Goals
(IFLA Manifesto)

National e-strategies, recommended by the World Summit
on the Information Society (WSIS 2003) could establish a
firm basis for planning digital libraries
(WSIS: 2003, 2005)



                                                                 6
Why Projects?

“Projects are engines of change...
Flexible organizing framework for executing
strategic initiatives, vehicle of collaboration ...”
(Schmidt, 2009)




                                                       7
Project vs. Operations

Project                  Operations
Unique – Innovation      Similar, repeated
Finite, with start and   Continuing,
end date                 indefinite
Change seeking           Stability seeking
Temporary resources      Regular resources
involved                 involved
Flexible in              Routine, within
implementation           existing rules
Goal-oriented            Role-oriented
                                             8
Why Strategic Approach?
The importance is illustrated by Remer’s Rule of 10:
that it costs approximately 10 times to fix a problem
originating from the immediate previous stage of a
project, and 100 times if fixed at the third stage.

 For example: if a problem that would cost $1000 to fix is
ignored or undiscovered at the planning stage, it will cost
about $10,000 to fix the problems that will emanate from
it at the design stage, and $100,000 at the construction
stage
 (Donald S. Remer cited in Schmidt, 2009)



                                                              9
Managerial Disposition Quadrant




Imagination
              Hubristic   Strategic
High on
Imagination




              Lethargic   Operant
Low on




              Low on      High on
              Action      Action


                                      10
Being strategic is therefore being:
   Analytical in viewing current situation and the past that
   shaped it, identifying strengths, weaknesses,
   opportunities and strengths (SWOT)
   Sharp in acting on weakness and threats
   Quick to recognize and capitalize on opportunities and
   strengths
   Strong on the use of conceptual tools and applying
   subject matter knowledge
   Sagacious, skilful and mindful to harness and navigate
   emergent trends, waves, soft patches, and moods
   Focused on the big picture and holistic in approach
   Tenacious in seeking and taking the right path to
   defined objectives


                                                                11
Basic Planning Models

The Logical Framework (or Logframe)
 - a systems thinking methodology.
In its basic form, it consists of a 4x4 data matrix

Business Planning Model
- adopts business model of investment and returns on
investment, and other appropriate value creation
metrics.
Important for resource mobilization


                                                      12
Business Planning
“Business planning ... is the process by which the business
aims, products and services of a project are identified, together
with how the (project) will contribute to the overall business and
mission of the (sponsor) organization.”

Designed to answer such business questions as:
What is the value proposition?
Does the proposed project have a unique selling point?
Who are the target customers and what is the (scale of) the
target market?
What are the key enabling technologies?
What are the risks?
Who pays?’
(adapted from Collier, 2005)
                                                                13
Strategic Issues for Attention
 Sustainability - Continuity of Operations
 Preservation
 Collaborative Digital Projects
 Connections and interfaces: Connecting digital
  collections, services, and people
 Partnerships
 Copyrights: Consultation with rights owners
 Seizing Opportunity to reach the traditionally underserved
 Interoperability and Adoption of Standards
 Planning at the national and sub-national levels


                                                          14
Integrated Digitization and Preservation
           Management (IDPM)
       It involves a multiple functions, including:
 Digitization
 Physical conservation and protection
 Risk, disaster preparedness and business continuity
 Quality management
 Metadata creation
 Information architecture
 User access systems; and
 Capacity development and learning
       To prevent sub-optimal operations that invite failure

                                                               15
Summary


Being strategic is a way of being
 – in thought and in action –
that enables us to progress towards our
objectives in spite of the ever present
complexity, uncertainty and scarcity in our
operating environment


                                              16
Thank you!

For additional information:

      azubuike@un.org




                              17

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Azubuike

  • 1. Being Strategic About Digitization Projects Abraham Azubuike United Nations* Dag Hammarskjold Library, New York Developing Knowledge for Economic Development in Africa: 2nd International Conference on African Digital Libraries and Archives University of Witwatersrand, Johannesburg, South Africa, 17-18 November 2011. *Opinions expressed are those of the author, and does not necessarily 1 represent the position of the United Nations
  • 2. Objectives of this Presentation  To revisit the crucial role libraries play in economic development  To discuss the concept of “being strategic” as a manager  To point to logical framework and business plan as generic strategy tools  To discuss strategic issues related to digitization as a complex endeavour  To advocate integrated digitization and preservation management 2
  • 3. How Libraries Contribute to Economic Development Effective libraries form the foundations of: Human and institutional capacity; Individual and group empowerment; and Sustainable management of human, financial and natural resources – The three main determinants of development 3
  • 4. Direct Economic Contributions of Library Services  Libraries contribute to institutional effectiveness through high rate of return on investment (Azubuike, 2003) and to economic growth, by contributing to total factor productivity (Azubuike, 2007)  African economies normally do not record sustained growth in GDP without comparatively substantial increase in total factor productivity (Fosu, 2011). These demonstrate that developing effective libraries (tangible proxy for knowledge and TFP) advances economic development. 4
  • 5. Digitization, Digital Libraries “A digital library is an online collection of digital objects, of assured quality, that are created or collected and managed according to internationally accepted principles for collection development and made accessible in a coherent and sustainable manner, supported by services necessary to allow users to retrieve and exploit the resources”. (IFLA ) For simplicity, digitization and digital libraries/digital archives are used interchangeably in this presentation. 5
  • 6. Strategic Importance of Digital Libraries Digitization is widely regarded as a means of bridging the digital divide, which is seen as a key factor in achieving the United Nations Millennium Development Goals (IFLA Manifesto) National e-strategies, recommended by the World Summit on the Information Society (WSIS 2003) could establish a firm basis for planning digital libraries (WSIS: 2003, 2005) 6
  • 7. Why Projects? “Projects are engines of change... Flexible organizing framework for executing strategic initiatives, vehicle of collaboration ...” (Schmidt, 2009) 7
  • 8. Project vs. Operations Project Operations Unique – Innovation Similar, repeated Finite, with start and Continuing, end date indefinite Change seeking Stability seeking Temporary resources Regular resources involved involved Flexible in Routine, within implementation existing rules Goal-oriented Role-oriented 8
  • 9. Why Strategic Approach? The importance is illustrated by Remer’s Rule of 10: that it costs approximately 10 times to fix a problem originating from the immediate previous stage of a project, and 100 times if fixed at the third stage. For example: if a problem that would cost $1000 to fix is ignored or undiscovered at the planning stage, it will cost about $10,000 to fix the problems that will emanate from it at the design stage, and $100,000 at the construction stage (Donald S. Remer cited in Schmidt, 2009) 9
  • 10. Managerial Disposition Quadrant Imagination Hubristic Strategic High on Imagination Lethargic Operant Low on Low on High on Action Action 10
  • 11. Being strategic is therefore being: Analytical in viewing current situation and the past that shaped it, identifying strengths, weaknesses, opportunities and strengths (SWOT) Sharp in acting on weakness and threats Quick to recognize and capitalize on opportunities and strengths Strong on the use of conceptual tools and applying subject matter knowledge Sagacious, skilful and mindful to harness and navigate emergent trends, waves, soft patches, and moods Focused on the big picture and holistic in approach Tenacious in seeking and taking the right path to defined objectives 11
  • 12. Basic Planning Models The Logical Framework (or Logframe) - a systems thinking methodology. In its basic form, it consists of a 4x4 data matrix Business Planning Model - adopts business model of investment and returns on investment, and other appropriate value creation metrics. Important for resource mobilization 12
  • 13. Business Planning “Business planning ... is the process by which the business aims, products and services of a project are identified, together with how the (project) will contribute to the overall business and mission of the (sponsor) organization.” Designed to answer such business questions as: What is the value proposition? Does the proposed project have a unique selling point? Who are the target customers and what is the (scale of) the target market? What are the key enabling technologies? What are the risks? Who pays?’ (adapted from Collier, 2005) 13
  • 14. Strategic Issues for Attention  Sustainability - Continuity of Operations  Preservation  Collaborative Digital Projects  Connections and interfaces: Connecting digital collections, services, and people  Partnerships  Copyrights: Consultation with rights owners  Seizing Opportunity to reach the traditionally underserved  Interoperability and Adoption of Standards  Planning at the national and sub-national levels 14
  • 15. Integrated Digitization and Preservation Management (IDPM) It involves a multiple functions, including:  Digitization  Physical conservation and protection  Risk, disaster preparedness and business continuity  Quality management  Metadata creation  Information architecture  User access systems; and  Capacity development and learning To prevent sub-optimal operations that invite failure 15
  • 16. Summary Being strategic is a way of being – in thought and in action – that enables us to progress towards our objectives in spite of the ever present complexity, uncertainty and scarcity in our operating environment 16
  • 17. Thank you! For additional information: azubuike@un.org 17