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ALA Chapter Leaders Forum. Strategic Planning…. It’s Called Doing Things Dana Murphy-Love, CAE Executive Director Washington Library Association. About Creating a Future.
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ALA Chapter Leaders Forum Strategic Planning…. It’s Called Doing Things Dana Murphy-Love, CAE Executive Director Washington Library Association
About Creating a Future • "Know what you want to do, hold the thought firmly and do every day what should be done, and every sunset will see you that much nearer the goal." - Elbert Hubbard • "Once you make a decision, the universe conspires to make it happen." - Ralph Waldo Emerson
Why Strategic Planning? • Primary responsibility of Leadership • Best use of available resources • Makes decisions in advance • Builds community • Builds continuity • Encourages assessment
What is Strategic Planning? • Identifying why we exist • Stating what we want to become • Specifying what we are going to do to fulfill our mission/vision • Defining our culture
HOW IT WORKS In Principle • Sell the Board • Let the members know • Do some research • Do a retreat • Draft a plan (mission/vision/values) • Circulate it and get feedback • Modify it • Adopt it • Do it! Then repeat the process.
What is a Mission Statement? Tells us why we exist
Why Do We Need a Vision Statement • Provides us with a definition of success. • Provides us with a clear picture of where we are going. • Suggests a “route” to get there. • CLEAR - SHARED - COMPELLING
Core Values “Perhaps more than at any previous time, an organization today must know what it stands for and on what principles it will operate. No longer is values-based organizational behavior an interesting philosophical choice…it is a requisite for survival.” Blanchard & O’Connor Managing by Values
Updating the Plan • Looking Back How have we done in the past two years (or one year)? • Looking Around What is different than when we met last? • Looking Ahead What will we do in the next year? Two years?
WLA’s Strategic Planning Evolution 2001 First 3-Year Plan created 4 key goals, 58 Initiatives, 47 completed 2003-2005 Update 4 key goals, 29 Strategies, 135 Tactics Completed
WLA’s Strategic Planning Evolution 2005-2007 Update Mission Statement Created The purpose of the Washington Library Association is to promote library services, continuing education and library advocacy on behalf of the people of Washington State 3 Key Goals, 52 Tactics, 41 completed
WLA’s Strategic Planning Evolution 2007 – Complete Overhaul Created Vision for 2017, with an Elevator Version WLA is a vibrant and effective advocate for libraries, library professionals, and library allies, and a community of practice where its members learn, grow professionally, develop strong relationships, and have fun. Core Values Created Community, Integrity, Professionalism, Responsiveness, Inclusivity, and Education 2007-2009 Update 6 Goals, 30 Initiatives, 25 Completed
WLA’s Strategic Planning Evolution 2009 Update Changed our Vision Statement – Summary Version to: WLA is a vibrant and effective advocate for libraries and the people who make them great. We are a community of practice where its members learn, grow professionally, develop strong relationships, and have fun. Added three more Core Values Public Good, Intellectual Freedom, and Leadership 7 Goals, 7 Key Initiatives, 6 Completed, PLUS 19 other Strategies
WLA’s Strategic Planning Evolution 2010-2011 Update Revised Mission Statement The Washington Library Association provides essential resources, support and advocacy for libraries and the people who make them great! 7 Goals (remained the same from previous), 7 Key Initiatives, Completed all 7
WLA’s Strategic Planning Evolution 2011-2012 Update 7 Goals, 8 Key Initiatives, 5 Completed, with two in progress 2012-2013 Planning Created Vision through 2022, but Summary Version remained the same 7 Priority Initiatives, plus 5 Other Initiatives
Keys to Successful Implementation • Get everybody’s fingerprints on it. • Build your Board agenda around it. • Build annual priorities/programs of work. If it doesn’t fit the mission/vision of the organization, don’t do it! • Get the staff involved. • Celebrate successes. • Report to the members. • Live your values.