Strategic Planning: Threeyear Strategic Plan

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Strategic Planning Three-year Strategic Plan

• Strategic Planning Committee
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• Tamara Belts
• Clarissa Mansfield
• Dennis Matthews (co-chair)
• Andrea Peterson
• Paul Piper
• Rick Osen
• Elizabeth Stephan (co-chair)

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Strategy Change Cycle

• Initiate and agree on a process
• Identify organizational mandates
• Clarify mission and values
• SWOT analysis (strengths, weaknesses,
  opportunities, threats)
• Identify strategic issues facing organization
• Formulate strategies to manage these issues
• Review and adopt Strategic Plan
• Establish an effective organizational vision
• Develop an effective implementation process
• Reassess periodically

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Phase 1 Planning/Gathering

• Time line 
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• Mission and Values
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• Identifying Stakeholders
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• Compile data
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• SWOT Analysis
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• (Strategic Plan Cycles 1, 2, 3, 4)

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Time Line (Phase 1)

• Phase 1 
• Planning/Gathering Summer 2008-through December
  2008
• Phase 2 
• Data Analysis December 2008-March 2009
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• Phase 3 
• Presentation Spring Quarter 2009
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• Phase 4 
• Implementation Summer 2009
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Mission and Values (Phase 1)

• Western Libraries connectspeople to place,
  people to people, people to learning.
• Placeboth the physical and virtual presence of
  our library. We encourage learning,
  collaboration, and community through our
  environment.
• Peoplethe Western Community and everyone we
  serve.
• Learningthe promotion of critical thinking, and
  information literacy. The library provides access
  to the information and resources necessary to the
  learning process.
• Values
• We reach for excellence in performance and
  relationships. We strive for integrity, trust,
  and respect for each other and those we serve.
• We embrace the challenges of the evolving
  landscape as opportunities for the future, and we
  honor the traditional roles of academic
  libraries.
• We protect intellectual freedom and provide
  non-judgmental service.
• We promote diversity and provide equal and open
  access.
• We are integral to the teaching and learning
  process.
• We respond to the needs of our users.

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Identifying Stakeholders (Phase 1)

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• Main stakeholders
• Faculty
• Students
• Employees
• Campus partners
• i.e., University departments, organizations
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Data (almost complete) SWOT (ongoing)

• Most data has been compiled and posted to the
  intranet.

• SWOT Retreat, October 29
• Strengths/Weaknesses Primarily internal data
  looked over info from Chris' interviews
• Opportunities/Weaknesses Primarily external
  data looked over compiled data, found out we
  needed more feedback from faculty
• Faculty survey created and distributed
• Data broken down into main categories, SWOT
  identified for each category 
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• Draft posted to Intranet http//intranet.library.
  wwu.edu/system/files/swot.pdf 

• Service
• Collections
• Funding
• Findability
• Outreach
• Organizational Environment
• Space
• Instruction
• Partnerships (on and off campus)
• Accountability/Assessment

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Data Analysis (Phase 2)

• Identify themes and form Planning Groups
• Seven groups have been formed to address themes
  identified by the SWOT and the Mission Statement
• Inviting and welcoming physical space
  findability (layout) (people to place)
• Inviting and welcome virtual space findability
  (web) (people to place)
• Organizational development (people to people)
• Outreach/Marketing (people to people)
• Instruction (people to learning)
• Collections (people to learning)
• Digitization (people to learning)
• Volunteers from within the library were asked to
  identify which groups they wanted to work with
• Possible group members were solicited by SPC from
  both inside and outside of the library due to
  knowledge they had on specific topics relating to
  the themes
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Data Analysis, cont. (Phase 2)

• Distributing data, January 2009
• Planning Groups will use data to develop
  Objectives and Strategic Initiative
• Planning Groups report findings to library for
  discussion, March 2009
• Strategic Planning Committee gathers information
  from Planning Groups and write report March/April
• (Strategic Plan Cycles 4, 5, 6, 7)

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Phases 3 and 4

• Phase 4 Implementation (Summer 2009)
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• Form committee to implement plan
• Review of process by strategic planning committee
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• Phase 3 Presentation (Spring Quarter 2009)
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• Present rough draft to stakeholders
• Feedback
• Revisions
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Direct questions or comments to Library Dean
Chris Cox