With school starting and the crispness of autumn returning to the air, I cannot help but feel this is the season for new beginnings and fresh starts. It may seem odd, especially since Spring is the season for new birth and new life. But for me, Fall has always been the season of new beginnings. What better time than to take stock of where we’ve been, look at where we want to go, and lay out some solid plans of how to get there? Yes, it’s time to start strategic planning!
I have avoided the strategic planning process for several months now. Mission:Information is in dire need of a strategic plan and I am in need of a the chance to get all my thoughts out onto paper and figure out how my visions for this ministry will happen. Perhaps you are in the same place with your library ministry? You’ve got some ideas for a new project, need a new marketing strategy, want to finally get around to weeding your collection, conducting an inventory, or look into automation. The planning process can help to focus our attentions, hone our visions and give us a sense of order amidst the chaos. Yet, I am daunted by the mere thought of engaging in the process. But engage I must, and I encourage you to do the same. So, we’ll spend the next few weeks looking at the strategic planning process and how to use it to strengthen our library ministries.
First, an overview. There are many websites out there on how to craft a strategic plan, and many of them are fine and usable resources. For the writings I share here, I am primarily informed by one of my graduate school classes, “Management of Information Organizations.” (Yes, I pulled out all my old coursework and even listened to a recorded lecture to help motivate me to tackle the planning process!)
There are five main stages for developing a strategic plan. Some of these you may have already done while developing your collection development policy. If it hasn’t been too long since you reviewed your collection development policy (CDP), you could probably cut and paste from your CDP into your strategic plan. If you haven’t reviewed your CDP in the last two years or so, take the time to use review and revise the corresponding elements for your plan and use the same revisions to help guide your complete CDP review (it is advisable to tackle that task after you have completed the planning process – don’t want to be doing too many things at once!)
Stage 1: Establish the background information of your ministry.
Stage 2: Vision and Mission Statements.
Stage 3: Identify Strengths, Weaknesses, Opportunities, and Threats (SWOT).
Stage 4: Set forth Strategic Outcomes
Stage 5: Action Plans
Each of these stages deserve a focused treatment, and I don’t want to overwhelm readers by trying to cover everything in one post. Check back over the coming days and weeks for individual posts on each of these stages.
In a final word about strategic planning for today, I would like to share something that is impacting the way I think of planning. The strategic plan model is much different from previous business planning models that were prevalent pre-1990s. Those planning models were very linear in design and thought, focusing on setting goals and the steps necessary toward achieving these goals. Strategic planning is more about developing strategies and setting a direction for your ministry, project, or organization. It is a flexible document, something to revisit and revise as you become clearer about each of the elements and as you evaluate how your organization is functioning. Speaking as someone who is drawn toward to-do lists, obsessed with setting goals and checking things off, developing a strategic plan for Mission:Information will require a slight shift in my natural approach to planning. In the past, my tendency has been to set impossibly high and lofty goals, only to consistently fall short and feel rotten in the process. Shifting the focus away from setting goals and on the more practical and flexible principle of setting directions and developing strategies, I have hope that this will be a healthier and more uplifting planning process than what I have known previously.
Thanks for joining me on this journey!
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