Stef Morril and Bruce Smith, WiLS

1. Much ado about everyone
engaging the community through interactive library planning

2. The elements of planning for WiLS
Members
Mission
Values
Services
Strategic initiatives

3. Annual process
Values
Member
survey
Staff
retreat
Create
strategic
initiatives
/budget
Staff
review
Board
review/
approval

4. Quarterly process
Values
● sdfsdf
● Service goal
● Learning goal
● Growth goal
● Adjust priorities
Staff
● sdfsdf
● Progress review
● Consideration of value
Projects/Services

5. Ongoing
Values
• Board, committees, workgroups
• Learning visits
• Being “of the community”
• Staff checkins/meetings
• Project planning

6. Member Planning

7. Member Planning
Planning is a process,
not an event

8. Foundational Planning
• Mission Statement
• Values
• Strategic Directions

9. Service Planning
• Service Goals
• Initiatives / Projects
• Activities
• Assessment
• Communication

10. Focus Groups vs. Community Conversation
Values

11. Community Conversations
• What are the aspirations of the community
• What are the community’s challenges?
• What conditions need to change in the
community to overcome the challenges and
reach the aspirations?

12. Resources
• ALA Libraries Transforming Communities
• The Lean Startup
• Stanford Design School – Design Thinking

13. Project Planning Template