Developing a Strategic Plan

Jessica Cadiente

San Jose State University - School of Library and Information Science

Mission Statement

Identity

Goal(s)

Operation

Why do we exist?

What do we want to achieve?

What is our purpose?

Identity
Differentiate the organization Individuals identify and unite around the organization

Goal(s)
Feasible, tangible & measurable

Operation
Allocation of resources Decision-making process Collection acquisitions Sway stakeholders and benefactors Internal

Mission Development
Framework Stages Orientation Component Analysis Communication Analysis Applicability Analysis

Characteristics Achievable Directional in focus Concise Clear Memorable

Mission Statement
To provide our growing and diverse community access to the quality services, tools, and resources necessary to promote information literacy and personal growth in an ever-changing economic, cultural, and technological time.

Vision Statement

Dream/ Aspiration

Motivation/ Inspiration

What is the direction?

What are the guiding values?

Dream
Idealistic Aspiration for the future Relevant to the present

Motivation
Align with the values of employees & patrons Appeal to all constituents; relatable Rally employees around the organizations purpose

Vision Development
Bifocal vision strategy Present & future 1. Issues 2. Needs 3. Trends 4. Opportunities

Characteristics Inspire Resonate Idealistic Brief Optimistic

Vision Statement

To remain a trusted and relevant organization representing the Flagstaff community by embracing innovation and technological trends that support our diversity.

The Flagstaff Public Library aims to inspire and strengthen our community. We rely on our staff, collections, and programs to make this possible, but we always adhere to the following core values:

Open and accessible learning environment

Supporting creativity, research, and problem-solving

Patron driven, patron-responsive, service orientated

Facilities for official records & historical documents

Being the 2nd largest county in the U.S., Coconino covers 18,661 sq miles and is home to the Grand Canyon

Native Americans second largest minority population in city

History & Demographics

In the 16-18th centuries, Spanish expeditions frequently passed through Flagstaff. Hispanics now represent largest minority in city

Flagstaff, AZ voted 10th Meanest City in America (2005)

Funding for library managed jointly with city departments

STAFF PAY AND BENEFIT CUTS Library district funded primarily through taxes

AND
Predicted: 10% decrease in funding over next two years

Property tax revenue and city sales tax have fallen

2010/2011 FY experienced two million dollar cut. Due to this unforeseen loss, Flagstaff Coconino Library compensated by cutting expenses in all areas, particularly future projects and circulating materials.

1. 2. 3. 4. 5. 6.

Service-oriented Highly qualified staff Staff bilingualism Youth programming services FREE services Staff resiliency

1. 2. 3. 4. 5. 6.

ADA Accessibility Small service fee income Marketing and advertising New search interface w/ Google Analytics Going Green Furthering community outreach efforts

1. 2. 3. 4.

Physical space Short-staffed Technology problems Poor marketing

1. 2.

DECREASED funding INCREASED health and retirement costs

Strategic Plan
Goal 1: Increase revenue
Grant writing Fee-based services
Friends of the Library

Seek funding sources (NEH.gov, Grants.gov, The Foundation Center, LSTA)

Committee to asses & implement new library fees

Monthly book sales

Writing workshops

Membership & volunteer increase by 15% Assessment: Success will be measured with increased funds and community support for Friends initiatives

Monitor funding sources

Goal 2: Implement a library branding/marketing campaign

Examine core values

Create a Marketing Committee

Develop & Implement a marketing campaign

Revamp the librarys physical and digital content using new brand

Assessment: Success will be gauged by timeliness to meet branding/marketing development and implementation deadlines, compiling and analyzing usage statistics of targeted audience, and benchmarking against similar institutions

Goal 3: Expand and update the librarys physical space

Grant proposals Weed collection

Designate quiet zones

Temporary fix: designate 1 of 3 existing large open areas as a quiet zone A committee to address a permanent fix

Identify five funding sources

Compare current & previous year circulation data Identify & present to library board proposed collection material to be weeded Upon approval, weeded material will be sold during monthly book sales

Seek ADA compliance

Propose new building construction, expansion, and/or remodeling

Assessment: Success will be contingent on timely completion of grant proposals and the submission of progress reports detailing the collection weeding process through completion

Goal 4: Increase training and knowledge of staff members

Offer more inhouse and virtual trainings
Webinars in lieu of monthly department meetings

Advertise ALL training opportunities

ALL Staff e-mail notifications

Assessment: Success will be determined through electronic records kept by internal managers conveying attendance at both optional and required trainings

Trainings/Opportunities binder implemented

Efficient and strategic signage

Added bonus:

Save

on travel expenses

Goal 5: Implement and learn to use new technologies

One Stop Stations
Assist customers w/job searching

Update OPACS SirsiDynex Enterprise

Nov. 1, 2011 Introduction and staff training

Update inhouse library technology

January 2012, Public colored printer

E-books

Google Analytics
Measure website usage through Key Performance Indicators (KPIs)
Upon data collection, performance goals outlined

Downloadables Committee

Jan 1, 2012 SirsiDynex on ALL computers

January 2012, Public fax

2012-2013 budget to include e-book subscriptions

Increase purchase of e-books 1020% each year

Success of performance goals tracked with Google Analytics

Assessment: Success will be based on the successful timely acquisition of discussed technology, growth of e-book collection, and increase in web site usage

Goal 6: Expand on current, and create new, community outreach programs

Expand current partnerships Investigate partnerships
Coconino County Health Services (CCHS)

Explore outreach opportunities

National Childrens Latino Institute

Flagstaff Medical Center

CCHS Woman, Infant and Child

Homeless shelters

Literacy Volunteers of Coconino County

School of Social Work (N.A.U.)

Spanish Materials and Story Times

Assessment: Success will be determined by user surveys and statistics conducted by desired participating populations

Traveling Outreach Librarian

Strategic Plan Summary

To provide our growing and diverse community access to the quality services, tools, and resources necessary to promote information literacy and personal growth in an ever-changing economic, cultural, and technological time.

Increase fundraising skills, opportunities, and revenue Implement branding/marketing campaign

To remain a trusted and relevant organization representing the Flagstaff community by embracing innovation and technological trends that support our diversity.

Expanding and updating librarys physical space

Increase training/knowledge of staff

- Equal Access - Service

- Lifelong Learning - Diversity

New technology Expand current and create new community outreach programs

- Preservation

- Outreach

Assessment: SUCCESS