Jim morgenstern strat planning presentation distribution copy

OLA Super Conference 2011 d m A Planning & Management Services Inc. Library Strategic Planning Feb 2011 Presentation Notes from: OLA Conference: Feb. 5, 2011 Copyright: dmA Planning and Management Services – Not to be reprinted, circulated or presented without the prior written permission of the d m A.

A Lost Opportunity? ,[object Object],[object Object],[object Object]

My Presentation ,[object Object],[object Object],[object Object]

PART ONE PLANNING 101 – Strategic Plans, Master Plans and Management Plans

Three Simple Questions ,[object Object],[object Object],[object Object]

Three Different Answers What Do We Need to Accomplish Our Goals? Library Master Plan Feasibility Studies for New Libraries Collection Development Strategy How Will We Provide Facilities/Services to Meet Our Goals? Marketing Plans Organizational Reviews Policy Analysis Staffing Review What We Hope to Accomplish? Vision, Goals, Strategic Directions/ Action Plans Strategic Plan Management Plans Master Plan

PART TWO THE ESSENTIAL COMPONENTS OF STRATEGIC PLANNING

Overview: Steps in the Master Planning Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Overview: Steps in the Strategic Planning Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

The Difference Between… Master Planning Strategic Planning Where We Are At Where We Are Going Master Planning & Strategic Planning Where We Want to Be

Critical Balance in SP Managing for Stability ,[object Object],[object Object],[object Object],Managing for Change ,[object Object],[object Object],[object Object]

The Structure of the Strategic Plan SWOT Situation Audit Environmental Scan strengths/weaknesses opportunities/constraints ,[object Object],[object Object],[object Object],[object Object],Long Term Strategic Directions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Definition of a Strategic Plan ,[object Object]

PART FOUR LOST OPPORTUNITIES – WHY STRATEGIC PLANS FAIL

Five Lost Opportunities ,[object Object],[object Object],[object Object],[object Object],[object Object]

Why We Fail: Lost Opportunity 1 Ineffective Vision

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What a Vision is NOT ,[object Object],[object Object],[object Object],[object Object]

An Effective Vision ,[object Object],[object Object],[object Object],[object Object]

Why We Fail: Lost Opportunity 2 Limited Attention to Future Forecasting

The Extreme Future ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

My Four Rules of Forecasting ,[object Object],[object Object],[object Object],[object Object]

Why We Fail: Lost Opportunity 3 Poor Leadership

Leadership in Strategic Planning ,[object Object],[object Object]

Why We Fail: Lost Opportunity 4 Inappropriate Use of Community Input

Community Consultation ,[object Object],[object Object]

Why We Fail: Lost Opportunity 5 Not Enough Time Committed to the Plan

A Good SP? Six Questions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Jim morgenstern strat planning presentation distribution copy

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