First Function of Management Planning
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Transcript of First Function of Management Planning
What is Planning?
Introduction
“What is the use of running if you’re not on the right road?”
German Proverb
Introduction
Every library – large or small – needs a strategic plan. It is the blueprint that
sets the direction for where your organization is going.
Overview
• Requirements for success
• Elements of plans
• Planning process and what it covers
• Evaluation and output measures
• Types of evaluation
Lesson Objective
• Describe a successful planning process
• List the five phases of planning
• Explain the importance of evaluation, measurement
By the end of this lesson you will be able to:
What is a Plan?
• Overview of current library status
• Assessment of trends in the community
• SWOT Analysis
• Mission and vision statements
• Strategies and actions
Common elements in plans are:
What is a Plan?
• Rationale for strategies • Anticipated costs• Time line and implementation plan• Guidelines for measurement and evaluation• Supporting data gathered in planning process• Acknowledgements
Common elements in plans are:
Strategic Plans:
• Confirm and articulate purpose
• Provide decision making
• Establish priorities and measure success
• Signal good management
• Identify efficiencies
• Ensure services are customer driven
• Identify opportunities and problems
Strategic Initiatives Cover:
• Board and staff development/training
• Funding/financial management
• Facilities planning and maintenance
• Collection development
• Program development
• Adult and children’s services
Strategic Initiatives Cover:
• Advocacy and government relations
• Community outreach and partnerships
• Technology planning
• Services to ethnic populations
• Marketing and public relations
• Administration and management
Successful Planning Process
• Everyone participates
• Board and staff educated about planning
• Board and staff explore new ideas
• Board takes advantages of opportunities
• Necessary resources available
A Plan “Litmus” Test
• Support mission and vision of library?
• Satisfy identified community needs?
• Help market and brand the library?
• Consider library resources?
• Address multiple goals?
• Provide favorable return on investment?
Does it:
Five Phases of Planning
1. Organize and delegate roles
2. Initiate information gathering
3. Analyze data, identify goals & objectives
4. Write the new strategic plan
5. Market and disseminate the plan
Evaluation
• Progress needs to be evaluated
• Objectives determine progress
• Outcomes need to be assessed
• Decide if plan is still valid
• Changes can be made
• Evaluate at least once a year
Measures for Evaluation
• Inputs
• Outputs
• Outcomes
Inputs
• Resources used by a program• Collections, materials, equipment, supplies• Staff, volunteer time and expertise, community
partners• Needs assessment findings• Facilities, computers, online access• Constraints - law, regulation, funding
Outputs Are:
• Answer “How many?” (extensiveness)
• Product volume or evidence of delivery
• Results of inputs and activities
• From staff perspective
• Quantified by neutral observers
Outcomes Are:
• Answer “So what?” (effectiveness)
• Impact or benefit to end user
• Results of inputs and activities
• From customer’s perspective
• Often quantified by perceptions
• Measured by professional assessments
Outcomes Are:
• Success stories
• Anticipated and planned for
• Make project expectations explicit
• Assumptions of contributions towards meeting the goal
Other Types
• Measures (circulation, visits, etc…)
• Benchmarking
• Customer satisfaction surveys
• Website user surveys
• Evaluation of quality of programs
Group Exercise
Resources• New Planning for Results online course
– www.pla.org/ala/pla/plaevents/elearningpla/elearningpla.htm
• IMLS Outcome Based Evaluation– www.imls.gov/grants/current/crnt_log.htm
A list of books is at the end of this section in your toolkit.
REVIEW
• Element of plans
• How to apply a “litmus test”
• Evaluation is necessary
• The types of measures needed