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Lori Birrell

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By Lori

Priority, goal, action! S10 Strategic Planning

This afternoon’s session addressed aspects of strategic planning. There were three presenters: Diane Strock- Lynskey, Chana Kotzin and Joe Coen. Each shared their experiences with the process. Key themes that emerged were:

Begin by doing an environmental scan to understand how your organization relates to the bigger picture (e.g. an archives department- how does that fit into the library, fit into the University, fit into higher ed challenge)

Communication- with key stakeholders and staff

Participatory process- to have buy in and a sense of communal ownership as many people as possible in the organization must be involved with the process

Have a contingency plan for those unforeseen changes in the landscape

There must be benchmarks to measure progress and to make corrections during the implementation phase

Flexibility is key

Have a mission and vision to which you can connect priorities

The planning document that the presenters discussed from their institutions had three main parts to each priority:

Priority
Goal
Actions needed
Resources required

We’re undergoing strategic planningas a library now and are about 2/3 of the way done with the process. I’ve enjoyed being a part of planning for the future of our organization. This is such an exciting time to be in our field!

What have been your experiences with strategic planning?

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About Me

I'm the Associate University Librarian for Special Collections and Director of Museums at the University of Delaware. I write about leadership development in academic libraries, collaboration, and project management.

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Lori@Birrell.us
(203) 246-9240
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