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Transcript of C-2 Strategic Plans Wiki (view only): Email Questions: [email protected]...
![Page 1: C-2 Strategic Plans Wiki (view only): Email Questions: c2strategicplans@gmail.com jhughes@barley.com (C2 in subject.](https://reader036.fdocuments.us/reader036/viewer/2022081603/5697bff51a28abf838cbd6c9/html5/thumbnails/1.jpg)
C-2Strategic Plans
• Wiki (view only):
http://c2strategicplans.pbwiki.com
• Email Questions:[email protected]
[email protected] (C2 in subject line)
![Page 2: C-2 Strategic Plans Wiki (view only): Email Questions: c2strategicplans@gmail.com jhughes@barley.com (C2 in subject.](https://reader036.fdocuments.us/reader036/viewer/2022081603/5697bff51a28abf838cbd6c9/html5/thumbnails/2.jpg)
C-2Strategic Plans
Juli Hughes
Barley Snyder _ LIBRARY
& INFORMATION SERVICES
![Page 3: C-2 Strategic Plans Wiki (view only): Email Questions: c2strategicplans@gmail.com jhughes@barley.com (C2 in subject.](https://reader036.fdocuments.us/reader036/viewer/2022081603/5697bff51a28abf838cbd6c9/html5/thumbnails/3.jpg)
Step One:
Situational & Environmental Analysis
• External Audit• Internal Audit
![Page 4: C-2 Strategic Plans Wiki (view only): Email Questions: c2strategicplans@gmail.com jhughes@barley.com (C2 in subject.](https://reader036.fdocuments.us/reader036/viewer/2022081603/5697bff51a28abf838cbd6c9/html5/thumbnails/4.jpg)
Don't value planning only for its results:
The PlanThe greatest value is in the process:
The Thinking
From "Strategic Planning: what's so strategic about it?" quoting from Carter McNamara,
Selling the Invisible -- a Field Guide to Modern Marketing
![Page 5: C-2 Strategic Plans Wiki (view only): Email Questions: c2strategicplans@gmail.com jhughes@barley.com (C2 in subject.](https://reader036.fdocuments.us/reader036/viewer/2022081603/5697bff51a28abf838cbd6c9/html5/thumbnails/5.jpg)
External Audit
• What do you know about your community– demographics, practice, culture,
geography– organization strategic plan
• Impressions about your community• Library’s image
– what is its image– emotional and visual responses
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Internal Audit
• Role & Purpose• Organizational Structure• Personnel • Physical Environment• Technical Environment• Core Competencies (SWOTS)• Projects
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Internal Audit
• Role & Purpose• Organizational Structure (firm)
– Decision Process– Lines of Communication– Understands Library
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Internal Audit
• Personnel – Numbers– Qualifications– Strengths & Weaknesses
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Internal Audit• Physical Environment
– Condition– Space– Change?
• Technical Environment– Equipment– Software– Environment
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Internal Audit
• Core Competencies (strengths, weaknesses, opportunities & threats - 6 of
each)
– Special / Unique characteristics– Offerings– Activities– Changes– Stumbling Blocks
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Internal Audit
• Projects– Activities / Services– Benefits– Programs– Marketing Activities
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Timeline
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Timeline
• Project Time Elements• Calendar / Schedule• Create Timeline• Insert dates into Plan• Devise tracking plan
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Timeline
• Project Time Elements– evaluate project time (include staff)– prioritize – consider outside time constraints
(holidays, vacations, personal plans)
– determine completion goal
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Timeline
• Calendar / Schedule– Outlook
(http://office.microsoft.com/en-us/outlook/HA010562991033.aspx)
– Web• http://www.vertex42.com/calendars/printable-
calendars.html (month/year indicated)• http://www.longspeakbsa.org/forms/calen.pdf (blank)
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Timeline
• Create Timeline / master list– Word list– graph
• Create Timeline / individual list
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Timeline
• Insert Timeline into Plan• Devise Tracking Plan
– Outlook / automated calendar– Manual
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Follow-up Steps
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Post Plan Phases
• Approval• Staff Update• Evaluation• Status Reports• Revision• ….and repeat
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Approval
• Re-write plan• Re-write schedule
– Master– Individual
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Staff Update
• Present final plan (group / individual)
– plan– changes– revised timeline– monitor schedule
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Evaluation
• Frequency of monitoring – not all items on same schedule
• Are goals being achieved• Are goals NOT being achieved• Rewards - equal to task
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Evaluation: achieved
• Review all reports• Meeting with involved staff for
debriefing (verbal and written)• Written review
– positive– negative / changes– overall evaluation– further implications
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Evaluation: behindKey Questions
• Will overall be achieved on time• Should deadlines be changed• Adequate resources• Goals & Objectives still realistic• Change priorities
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Status Reports
• Evaluation – behind– on schedule
• Trends in progress - why– adequate resources– changed circumstances
• Recommendations
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Annual Review
• Status / success / revision• Changes
– what is causing change– why changes should be made– changes to be made
• goals, objectives, responsibilities & timelines• include changes in on-going evaluation &
status
• KEEP all versions of plan
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…AND REPEAT
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MORE!!
• Wiki:http://c2strategicplans.pbwiki.com (will post Q&A here)
• Email Questions:[email protected]
[email protected] (C2 in subject line)