Library Review

1. Library Review

2. Agenda for today • Outline of Library Review • Campus review process • Development of Library Review framework • Library Self Study stage • Steps after Self Study • Discussion

3. Library Review July - Sept 2011 Oct 2011 – Feb 2012 March - June Summer 2012 Fall 2012

4. Why a strategic review? • Undertaking the Library Review is in part due diligence • It is something we should simply do as we move forward • The Provost, President & 6th Decade Plan all call for such reviews • Integrating and dovetailing our work with multi-year planning now underway across campus

5. The Library Review will include at a minimum • Engagement with all Library staff • Engagement with Library stakeholders • A scan of the current environment • Aligning our resources with our strategic directions • Ensuring the current campus “integrated planning and budget” review process is taken into account • A review and identification of appropriate impact, outcome and assessment measures

6. In brief, this is: • Due diligence • Engaging with each other • Engaging with our users • Building on strengths • Strategic & forward looking

7. In brief, it is not: • A cost-cutting exercise • Operationally focused • Meant to address all issues • Our sole focus

8. Sixth Decade Plan: Mid-cycle reviewEngage, Guide, InformMeeting with the President, Nov. 18

9. Sixth Decade Plan: Mid-cycle review Waterloo’s work will be built on the foundational pillars: • academic excellence • research excellence and impact • co-operative education • graduate studies • internationalization • entrepreneurship

10. Develop Framework (July – Sept 2011) • Draft framework • Input from Library staff • Revise based upon input • Review with Library Managers, Provost, Associate Provost, etc. • All staff meeting on Sept. 27th

11. Develop Framework What we did • Email to all staff & EC • Sought input on self-study “themes” • Developed themes • Sought further input on how to proceed • Revisited themes & modified process

12. Develop Framework What we did What we heard • Email to all staff & EC • Sought input on self-study “themes” • Developed themes • Sought further input on how to proceed • Revisited themes & modified process • Ensure that all staff have input • Stay forward-looking but “ground” the themes discussion somehow • Make it manageable • Use professional facilitators

13. Develop Framework What we did What we heard Results • Email to all staff & EC • Sought input on self-study “themes” • Developed themes • Sought further input on how to proceed • Revisited themes & modified process • Revised process for three-part self-study stage • Departmental & committee self-studies • Will engage facilitator • 6 over-arching themes • Ensure all staff input • Stay forward-looking but “ground” the themes discussion somehow • Make it manageable • Use professional facilitators

14. Themes Develop Framework • Advancing research & scholarship • Enabling student success • Engaging with our users • Serving satellite campuses & users • New spaces for new times: Comprehensive space review • New skills for new times

15. Library Self Study (Oct 2011 – Feb 2012) • Departmental and Committee Self Studies (October – December 2011) • Synthesizing of Reports (December – January 2012) • Thematic working groups (January – March 2012)

16. Library Self Study Department and Committee Self Studies • October – December 2011 • Inventory of activity and services • SWOT analysis based on inventory • Alignment of activities and SWOT with key themes • Reports prepared for December 9

17. Inventory of activities & services Library Self Study • Managers and Committee Chairs will: • Draw from: e.g. job descriptions, pandemic reports, Library Report for Senate for Sixth Decade Plan • Solicit feedback from staff • Complete in October, before facilitated discussion

18. Facilitated Discussion: Questions Facilitated Discussion: Questions Library Self Study • What do we do well? • What do you feel we could do better? • What is holding us back? • Are we doing the right things? • What are we not doing that we should consider doing? • What threats are “out there” that could divert/detract us from our ability to meet the academic and service mission of the Library to the University and our other constituents?

19. Aligning Q/A With Themes Library Self Study • Organize these answers along the lines of the six themes • Each dept./committee report will be raw data to feed into December 15/16 retreat • Dept./Committee reports due December 9, 2011

20. Library Self Study Department and Committee Self Studies Synthesizing of Reports • October– December 2011 • Inventory of activity and services • SWOT analysis based on inventory • Alignment of activities and SWOT with key themes • Reports prepared for December 9 • December 2011 – January 2012 • Retreat to synthesize data from Dept. and Committee self studies • Develop and define work groups based on key themes • Synthesis report with next steps prepared for early January

21. Library Self Study Department and Committee Self Studies Synthesizing of Reports Thematic working groups • October – December 2011 • Inventory of activity and services • SWOT analysis based on inventory • Alignment of activities and SWOT with key themes • Reports prepared for December 9 • December 2011 – January 2012 • Retreat to synthesize data from Dept. and Committee self studies • Develop and define work groups based on key themes • Synthesis report with next steps prepared for early January • January – March 2012 • Establish working groups • Engage with key stakeholders • Site visits and speakers as appropriate • Preparation of reports

22. Strategic Directions Review Process (March – June 2012) • Reports from working groups as backdrops • Broad library staff engagement • Development of 4-6 strategic directions • Preparation of overall self-study report • Identification of possible members of external review team

23. External Review & Report (Summer 2012)

24. Final Report to Provost & Associate Provost, Resources (Fall 2012)

25. The Library Review enables us to: • Focus • Engage • Listen • Act • Be strategic

26. Discussion July - Sept 2011 Oct 2011 – Feb 2012 March - June Summer 2012 Fall 2012