AALL 2012 PLL-SIS Summit III: The Path to 2020 – A Vision for Change

1. AALL 2012 PLL-SIS Summit III: The Path to 2020 – A Vision for Change Sandra Campbell Library Director, North American Region AALL 2012, 105th Annual Meeting & Conference: PLL Summit, Boston, MA, July 21, 2012

2. The Law Library: Mapping the Way to 2020

3. Path to 2020 – Current Trends • Economic uncertainty has accelerated the pace of change: change in way law firms do business • Technological advancements – significant developments • Firm growth • Focus on quality, ‘value added’ client services • Streamlining operations, seeking efficiencies • Cost containment / reduction efforts and savings, ‘value for money ’ • Client fees (flexibility – Alternative Fee Arrangements) • Fiercely competitive environment / markets

4. Path to 2020 – Mapping the Way There are things we know, and things we cannot know: ‘We can build upon what is known and anticipate, thinking creatively about what the future may hold.’ Plans can be flexible and adapted for change • Technology today is transforming the way we work: • Social media (emerging role and policies); Cloud computing; Mobile devices and Apps; Portals; Organizing information and knowledge (KM) content and tools (precedents, know-how, e-libraries, e-books); RSS feeds, Blogs, Content aggregators / Current awareness tools; New sophisticated online research systems (e.g. LexisNexis Advance, WestLaw Next)

5. Path to 2020 – Mapping the Way 2 • Staff Professional Development: • Framework for mentoring and coaching staff, enhancing skills and expertise – research, ‘soft skills,’ IT / technical, project management, change management • Research: • Need for training; individuals empowered to access content and tools in the most efficient and cost-effective way, (attorneys can work anytime from anywhere). Review staffing structure to better reflect firm goals and serve clients: • Develop / enhance Outreach and Training Programs: ‘embedding’ librarians – Virtually or in locations? Into Practice Groups or Industry Groups? Into BD / Competitive Intelligence? • Focus on ‘value added’ services – review non-core activities

6. Path to 2020 - Mapping the Way 3 • Cost recovery for online research: review trends and impact on librarians • Information Resources Management: further leverage vendor relationships, products and services, pricing, content and tools - consider market dominance / trends; consolidate and centralize procurement of information resources for costs and operational efficiencies / savings The highly skilled, virtual, Law Library team in 2020 will provide a streamlined, quality, tailored, ‘core’ service to clients. The Library will innovate through further leveraging technologies such as social media, knowledge portals and ?

7. Baker & McKenzie: North American Library

8. Baker & McKenzie Chicago, Dallas, Houston, Miami, New York, San Francisco/Palo Alto Toronto, Washington DC Overarching vision to continue to ‘strive to better serve our clients and exceed expectations’ North American Library

9. North American Library -Previously organized by geographical zones - Early 2011, re-structured to one seamless, team: Strategy, Research, Information Resources Management (including one centralized N.A. procurement center) Introduction

10. North American Library - One place to go for all library and information needs across North America - Streamlined workflows, operations, saving time and money, adding value - Consolidation, sharing, collaboration and leverage of information, technology and staffing resources Efficiencies

11. North American Library - Research specialisms, aligned with the practice areas - virtually, gaining deeper understanding of Practice Groups and their business priorities Efficiencies

12. Tools and Tips for Developing and Implementing Effective Business Strategies

13. Strategic Planning • Why Plan? • Good management practice / best practices • Prepares for the future (better, improved and enhanced services to clients) • Vehicle for highlighting achievements, raising profile and seeking Executive Level approvals / ‘buy-in’ • Initially, consider and reflect upon all influences • External and internal

14. Strategic Planning 2 • Library, Research and Information / Knowledge Services:Planning is essential • Strategic Planning • Business Plan • Service Level Agreement (SLA) • Other Types of Plans to Consider • Mid-(Fiscal) Year Review • Annual Report – “Year in Review”

15. Strategic Planning 3 • Additional Key Themes • Quality and Continuous Improvement • Business Processes / Workflows re-design: Procedures, Policies and Performance Metrics • Change Management

16. Business Plan – Features

17. Developing a Service Level Agreement (SLA) Facets of the Library / Information Service SERVICE DEFINITION(What and Why) SERVICES DELIVERED(Scope, Staffing, Availability, Offerings - Features and Benefits, Place, Communication) SERVICE PERFORMANCE (Metrics, Reporting)

18. Change Management – Basics

19. Strategic Planning is a Must…….. Developing and successfully implementing an effective, flexible, strategic plan will lead to better serving internal and external clients and to the success of the Department and it will greatly contribute to the overall success of the firm

20. THANK YOU