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Library Review

Library Review. Agenda for today. Outline of Library Review Campus review process Development of Library Review framework Library Self Study stage Steps after Self Study Discussion. Library Review. July - Sept 2011. Oct 2011 – Feb 2012. March - June. Summer 2012. Fall 2012.

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Library Review

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  1. Library Review

  2. Agenda for today • Outline of Library Review • Campus review process • Development of Library Review framework • Library Self Study stage • Steps after Self Study • Discussion

  3. Library Review July - Sept 2011 Oct 2011 – Feb 2012 March - June Summer 2012 Fall 2012

  4. Why a strategic review? • Undertaking the Library Review is in part due diligence • It is something we should simply do as we move forward • The Provost, President & 6th Decade Plan all call for such reviews • Integrating and dovetailing our work with multi-year planning now underway across campus

  5. The Library Review will include at a minimum • Engagement with all Library staff • Engagement with Library stakeholders • A scan of the current environment • Aligning our resources with our strategic directions • Ensuring the current campus “integrated planning and budget” review process is taken into account • A review and identification of appropriate impact, outcome and assessment measures

  6. In brief, this is: • Due diligence • Engaging with each other • Engaging with our users • Building on strengths • Strategic & forward looking

  7. In brief, it is not: • A cost-cutting exercise • Operationally focused • Meant to address all issues • Our sole focus

  8. Sixth Decade Plan: Mid-cycle reviewEngage, Guide, InformMeeting with the President, Nov. 18

  9. Sixth Decade Plan: Mid-cycle review Waterloo’s work will be built on the foundational pillars: • academic excellence • research excellence and impact • co-operative education • graduate studies • internationalization • entrepreneurship

  10. Develop Framework (July – Sept 2011) • Draft framework • Input from Library staff • Revise based upon input • Review with Library Managers, Provost, Associate Provost, etc. • All staff meeting on Sept. 27th

  11. Develop Framework What we did • Email to all staff & EC • Sought input on self-study “themes” • Developed themes • Sought further input on how to proceed • Revisited themes & modified process

  12. Develop Framework What we did What we heard • Email to all staff & EC • Sought input on self-study “themes” • Developed themes • Sought further input on how to proceed • Revisited themes & modified process • Ensure that all staff have input • Stay forward-looking but “ground” the themes discussion somehow • Make it manageable • Use professional facilitators

  13. Develop Framework What we did What we heard Results • Email to all staff & EC • Sought input on self-study “themes” • Developed themes • Sought further input on how to proceed • Revisited themes & modified process • Revised process for three-part self-study stage • Departmental & committee self-studies • Will engage facilitator • 6 over-arching themes • Ensure all staff input • Stay forward-looking but “ground” the themes discussion somehow • Make it manageable • Use professional facilitators

  14. Themes Develop Framework • Advancing research & scholarship • Enabling student success • Engaging with our users • Serving satellite campuses & users • New spaces for new times: Comprehensive space review • New skills for new times

  15. Library Self Study (Oct 2011 – Feb 2012) • Departmental and Committee Self Studies (October – December 2011) • Synthesizing of Reports (December – January 2012) • Thematic working groups (January – March 2012)

  16. Library Self Study Department and Committee Self Studies • October – December 2011 • Inventory of activity and services • SWOT analysis based on inventory • Alignment of activities and SWOT with key themes • Reports prepared for December 9

  17. Inventory of activities & services Library Self Study • Managers and Committee Chairs will: • Draw from: e.g. job descriptions, pandemic reports, Library Report for Senate for Sixth Decade Plan • Solicit feedback from staff • Complete in October, before facilitated discussion

  18. Facilitated Discussion: Questions Facilitated Discussion: Questions Library Self Study • What do we do well? • What do you feel we could do better? • What is holding us back? • Are we doing the right things? • What are we not doing that we should consider doing? • What threats are “out there” that could divert/detract us from our ability to meet the academic and service mission of the Library to the University and our other constituents?

  19. Aligning Q/A With Themes Library Self Study • Organize these answers along the lines of the six themes • Each dept./committee report will be raw data to feed into December 15/16 retreat • Dept./Committee reports due December 9, 2011

  20. Library Self Study Department and Committee Self Studies Synthesizing of Reports • October– December 2011 • Inventory of activity and services • SWOT analysis based on inventory • Alignment of activities and SWOT with key themes • Reports prepared for December 9 • December 2011 – January 2012 • Retreat to synthesize data from Dept. and Committee self studies • Develop and define work groups based on key themes • Synthesis report with next steps prepared for early January

  21. Library Self Study Department and Committee Self Studies Synthesizing of Reports Thematic working groups • October – December 2011 • Inventory of activity and services • SWOT analysis based on inventory • Alignment of activities and SWOT with key themes • Reports prepared for December 9 • December 2011 – January 2012 • Retreat to synthesize data from Dept. and Committee self studies • Develop and define work groups based on key themes • Synthesis report with next steps prepared for early January • January – March 2012 • Establish working groups • Engage with key stakeholders • Site visits and speakers as appropriate • Preparation of reports

  22. Strategic Directions Review Process (March – June 2012) • Reports from working groups as backdrops • Broad library staff engagement • Development of 4-6 strategic directions • Preparation of overall self-study report • Identification of possible members of external review team

  23. External Review & Report (Summer 2012)

  24. Final Report to Provost & Associate Provost, Resources (Fall 2012)

  25. The Library Review enables us to: • Focus • Engage • Listen • Act • Be strategic

  26. Discussion July - Sept 2011 Oct 2011 – Feb 2012 March - June Summer 2012 Fall 2012

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