Strategic Planning: Three-year Strategic Plan

Strategic Planning Committee  

Tamara Belts Clarissa Mansfield

Dennis Matthews (co-chair)Andrea Peterson

Paul PiperRick Osen

Elizabeth Stephan (co-chair)

Strategy Change Cycle

1. Initiate and agree on a process 2. Identify organizational mandates3. Clarify mission and values4. SWOT analysis (strengths, weaknesses, opportunities,

threats)5. Identify strategic issues facing organization6. Formulate strategies to manage these issues7. Review and adopt Strategic Plan8. Establish an effective organizational vision9. Develop an effective implementation process10. Reassess periodically

Phase 1: Planning/Gathering

• Time line  • Mission and Values

 • Identifying Stakeholders

 • Compile data

 • SWOT Analysis

 • (Strategic Plan Cycles: 1, 2, 3, 4)

Time Line (Phase 1)

Phase 1 Planning/Gathering: Summer 2008-through December 2008

Phase 2 Data Analysis: December 2008-March 2009  Phase 3 Presentation: Spring Quarter 2009 Phase 4 Implementation: Summer 2009  

Mission and Values (Phase 1)

Western Libraries connects—people to place, people to people, people to learning. Place—both the physical and virtual presence of our library. We encourage learning, collaboration,

and community through our environment. People—the Western Community and everyone we serve. Learning—the 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.

Identifying Stakeholders (Phase 1)

 Main stakeholders

• Faculty• Students• Employees• Campus partners

o i.e., University departments, organizations

 

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: 

      • Draft posted to Intranet: http://intranet.library.wwu.edu/system/files/swot.pdf

 

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 Statement1. Inviting and welcoming physical space; findability (layout) (people to place)

2. Inviting and welcome virtual space; findability (web) (people to place)

3. Organizational development (people to people)

4. Outreach/Marketing (people to people)

5. Instruction (people to learning)

6. Collections (people to learning)

7. 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

 

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)

Phases 3 and 4

Phase 3: Presentation (Spring Quarter 2009) • Present rough draft to

stakeholders• Feedback• Revisions

 

Phase 4: Implementation (Summer 2009) • Form committee to implement

plan• Review of process by strategic

planning committee 

Direct questions or comments to Library Dean Chris Cox