{"@context":"http://iiif.io/api/presentation/3/context.json","id":"https://lyrasis.aviaryplatform.com/iiif/1v5bc3vj55/manifest","type":"Manifest","label":{"en":["Simple Strategic Planning"]},"logo":"https://d9jk7wjtjpu5g.cloudfront.net/organizations/logo_images/000/000/166/original/LYRASIS_Learning.png?1631557479","metadata":[{"label":{"en":["Instructor"]},"value":{"en":["Jami Yazdani"]}},{"label":{"en":["Description"]},"value":{"en":["\u003cp\u003eSpend less time planning and more time taking action! In this session, we'll introduce a simplified approach to strategic planning that emphasizes flexibility, transparency, and inclusiveness. Learn how to establish priorities that align with your organization's purpose and desired results, develop actionable goals, and communicate your roadmap for the future. Whether you're a seasoned planner or new to planning, you can gain the tools and techniques to engage your community and streamline your strategic planning process.\u003c/p\u003e\r\n\u003cp\u003eLearning Outcomes\u003c/p\u003e\r\n\u003cp\u003eBy the end of this class, students will be able to:\u003c/p\u003e\r\n\u003cp\u003eExplain the importance of strategic planning as a community activity.\u003c/p\u003e\r\n\u003cp\u003eDescribe a simplified strategic planning process.\u003c/p\u003e\r\n\u003cp\u003eDelineate strategies for creating a transparent process and communicating about your plan.\u003c/p\u003e\r\n\u003cp\u003eInstructor - Jami Yazdani\u003c/p\u003e\r\n\u003cp\u003eJami Yazdani started her library career in circulation roles before earning her MLIS, and has been a reference librarian, technology librarian, library manager and library director. Jami is a certified Project Management Professional (PMP) with over 17 years of experience managing complex projects and planning initiatives, leading technology innovations and process improvements, and guiding (sometimes reluctant) groups of diverse colleagues and stakeholders towards consensus and positive outcomes. After more than 15 years in libraries, Jami founded Yazdani Consulting and Facilitation to help people solve management problems. She turned her passion for supporting the development of leaders at all levels and her experience in leading projects, teams and trainings into a solutions-focused approach to project and management consulting.\u003c/p\u003e\r\n\u003cp\u003eJami holds a Master’s of Library and Information Science from Louisiana State University and a Master’s of Technology Management from the University of Maryland Global Campus.\u003c/p\u003e\r\n\u003cp\u003eIntended Audience\u003c/p\u003e\r\n\u003cp\u003eState library and/or archives agency\u003cbr\u003eNetwork/consortia\u003cbr\u003ePublic library\u003cbr\u003eAcademic library: 4 year and graduate\u003cbr\u003eSpecial Library\u003cbr\u003eMuseum\u003cbr\u003eAcademic library: 2 year\u003cbr\u003eGovernment library\u003cbr\u003eArchives\u003cbr\u003eHistorical Society / Site\u003c/p\u003e"]}},{"label":{"en":["Date"]},"value":{"en":["2025-04-08"]}},{"label":{"en":["Language"]},"value":{"en":["English"]}}],"summary":{"en":["\u003cp\u003eSpend less time planning and more time taking action! In this session, we'll introduce a simplified approach to strategic planning that emphasizes flexibility, transparency, and inclusiveness. Learn how to establish priorities that align with your organization's purpose and desired results, develop actionable goals, and communicate your roadmap for the future. Whether you're a seasoned planner or new to planning, you can gain the tools and techniques to engage your community and streamline your strategic planning process.\u003c/p\u003e\r\n\u003cp\u003eLearning Outcomes\u003c/p\u003e\r\n\u003cp\u003eBy the end of this class, students will be able to:\u003c/p\u003e\r\n\u003cp\u003eExplain the importance of strategic planning as a community activity.\u003c/p\u003e\r\n\u003cp\u003eDescribe a simplified strategic planning process.\u003c/p\u003e\r\n\u003cp\u003eDelineate strategies for creating a transparent process and communicating about your plan.\u003c/p\u003e\r\n\u003cp\u003eInstructor - Jami Yazdani\u003c/p\u003e\r\n\u003cp\u003eJami Yazdani started her library career in circulation roles before earning her MLIS, and has been a reference librarian, technology librarian, library manager and library director. Jami is a certified Project Management Professional (PMP) with over 17 years of experience managing complex projects and planning initiatives, leading technology innovations and process improvements, and guiding (sometimes reluctant) groups of diverse colleagues and stakeholders towards consensus and positive outcomes. After more than 15 years in libraries, Jami founded Yazdani Consulting and Facilitation to help people solve management problems. She turned her passion for supporting the development of leaders at all levels and her experience in leading projects, teams and trainings into a solutions-focused approach to project and management consulting.\u003c/p\u003e\r\n\u003cp\u003eJami holds a Master\u0026rsquo;s of Library and Information Science from Louisiana State University and a Master\u0026rsquo;s of Technology Management from the University of Maryland Global Campus.\u003c/p\u003e\r\n\u003cp\u003eIntended Audience\u003c/p\u003e\r\n\u003cp\u003eState library and/or archives agency\u003cbr /\u003eNetwork/consortia\u003cbr /\u003ePublic library\u003cbr /\u003eAcademic library: 4 year and graduate\u003cbr /\u003eSpecial Library\u003cbr /\u003eMuseum\u003cbr /\u003eAcademic library: 2 year\u003cbr /\u003eGovernment library\u003cbr /\u003eArchives\u003cbr /\u003eHistorical Society / Site\u003c/p\u003e"]},"provider":[{"id":"https://lyrasis.aviaryplatform.com/aboutus","type":"Agent","label":{"en":["LYRASIS"]},"homepage":[{"id":"https://lyrasis.aviaryplatform.com/","type":"Text","label":{"en":["LYRASIS"]},"format":"text/html"}],"logo":[{"id":"https://d9jk7wjtjpu5g.cloudfront.net/organizations/logo_images/000/000/166/original/LYRASIS_Learning.png?1631557479","type":"Image"}]}],"thumbnail":[{"id":"https://d9jk7wjtjpu5g.cloudfront.net/collection_resource_files/thumbnails/000/269/733/small/GMT20250408-180011_Recording_1920x1200.mp4_1744201727.jpg?1744201729","type":"Image","format":"image/jpeg"}],"items":[{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733","type":"Canvas","label":{"en":["Media File 1 of 1 - GMT20250408-180011_Recording_1920x1200.mp4"]},"duration":3658.28,"width":640,"height":360,"thumbnail":[{"id":"https://d9jk7wjtjpu5g.cloudfront.net/collection_resource_files/thumbnails/000/269/733/small/GMT20250408-180011_Recording_1920x1200.mp4_1744201727.jpg?1744201729","type":"Image","format":"image/jpeg"}],"items":[{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/content/1","type":"AnnotationPage","items":[{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/content/1/annotation/1","type":"Annotation","motivation":"painting","body":{"id":"https://aviary-p-lyrasis.s3.wasabisys.com/collection_resource_files/resource_files/000/269/733/original/GMT20250408-180011_Recording_1920x1200.mp4?1744201726","type":"Video","format":"video/mp4","duration":3658.28,"width":640,"height":360},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733","metadata":[]}]}],"annotations":[{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348","type":"AnnotationPage","label":{"en":["Transcript [Transcript]"]},"items":[{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/1","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Hi, everyone, and welcome to today's Lyricist Learning webinar, Simple Strategic Planning.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2.0,8.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/2","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"I'm Sam Eddington. I am the program leader for Lyricist Learning, and I'm really excited to welcome you out for today's session.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=8.0,15.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/3","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"A couple of notes before we begin. We are recording this session, the recording the slides and a link to an evaluation survey will go out to you in a follow-up email in the next day or two after the webinar.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=15.0,30.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/4","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"If you fill out the evaluation survey. We will at the end of the month, send you a certificate of attendance splash participation, which you can use if you have professional development needs that require it.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=30.0,45.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/5","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"We have Shania with us today doing tech support, which is deeply fortunate. She's going to put her contact information there in the chat. But if you experience any technical difficulties at all, please either send her a direct message in the chat","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=45.0,61.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/6","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Or contact her at the telephone number she's going to provide. She will get you up and running absolutely as quickly as possible.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=61.0,67.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/7","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"I believe those are all of the","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=67.0,97.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/8","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Sometimes reluctant groups of diverse colleagues and stakeholders towards consensus and positive outcomes.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=99.0,105.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/9","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"After more than 15 years in libraries, she founded Yazdani Consulting and Facilitation to help people solve management problems.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=105.0,111.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/10","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"She turned her passion for supporting the development of leaders at all levels and her experience in leading projects, teams, and trainings into a solutions focused approach to project and management consulting.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=111.0,123.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/11","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"She holds a master's of Library and Information Science from Louisiana state university and a master's of technology management from the University of Maryland Global Campus.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=123.0,132.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/12","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Please join me in welcoming Jamie.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=132.0,135.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/13","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Great. Thanks, Sam. Hi, everybody. I'm really excited to be here today with you to talk about simple strategic planning. And so Sam just gave me a great introduction, and so I won't spend spend much time on this slide.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=135.0,150.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/14","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"But as he said, I worked in academic libraries for many, many years and was a library director.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=150.0,157.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/15","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"For much of that time. And now I do consulting. One of the things that I saw in my library career was the struggles with strategic planning. And so we'll talk about some of those challenges.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=157.0,175.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/16","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"I will say I often work with strategic planners who do comprehensive plans, including for libraries.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=175.0,183.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/17","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"What I really want to share with you today is if you can't afford that, which I never worked in a library where we could afford to hire a consultant for planning. And so I usually had to lead the planning myself. If you can't afford something like that, if you're not in a position to do something like that, I'm hoping what you'll get out of today's session is some advice to manage your own planning processes and so","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=183.0,212.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/18","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"What we're going to be talking about today. First, we're going to talk about strategic planning really being a community activity, even if you're following a very simplified process.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=212.0,225.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/19","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"So we'll talk about kind of why strategic planning matters and some of the challenges that we often see in library strategic planning. I'll introduce you to a simplified strategic planning process and we'll go through the steps of that and talk about the different strategies.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=225.0,242.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/20","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And then we'll spend some time as we talk through the process, really talking about some of the ways that even if we're running a simple process, we can make it a transparent process.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=242.0,253.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/21","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And an inclusive process and communicate about your plan. With your community and your stakeholders. So I do hope that if you'll engage in the chat, if you have comments.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=253.0,267.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/22","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"You can also put questions in the Q\u0026A, but let's go ahead and get started.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=267.0,274.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/23","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"So I do have a poll. I'd love to get a little bit of information from you here to kind of see who's in the room. And so which best describes your organization's strategic plan? So would you say it's It's really impactful. You've got this great, great plan that's really pushing people to do good work.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=274.0,298.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/24","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"You would say it's effective, it's okay. Would you say that your plan is irrelevant? Maybe it's an old plan. Maybe it was never as relevant as you hoped it would be, or maybe you don't even have a strategic plan. And so I'm interested to see what folks are saying here, sort of where you're at. And feel free to kind of put some additional comments in the chat.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=298.0,324.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/25","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"If you'd like to share more. About your plan. So we'll give folks a few moments there to go ahead and respond to the question.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=324.0,336.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/26","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Kind of see who's in the room and what kind of plans you're dealing with.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=336.0,356.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/27","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Eight.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=356.0,364.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/28","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Let's see. People must still be replying. So we'll give folks a moment.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=364.0,374.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/29","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"None of those answers fit for you. Feel free to get an answer in the chat.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=374.0,395.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/30","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"All right.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=395.0,402.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/31","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"I don't know if we want to go ahead and close the the poll. I don't know if we have enough folks","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=402.0,410.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/32","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"A handful of you are saying it's really impactful. About the same number are saying effective. A few of you are relevant, and several of you don't have a strategic plan. And so I see in the chat.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=410.0,425.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/33","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Moriana is saying, and hopefully I'm saying that right is um is saying that you're developing a new plan now. Okay, great. And so a question that I do have for you based on how you answered and I'll you know kind of you can feel free to put this in the chat. But what had the biggest impact on your answer? What was one factor that made you say it was really impactful, it was effective, it was irrelevant?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=425.0,453.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/34","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"What strategic plan. I think we've got a good answer for that. But I'd love to hear in the chat, is there sort of one thing about your existing plan that makes you feel like it's irrelevant, effective, or impactful. So I'll give folks a few moments there. If you want to go ahead and share in the chat, you know, what's that one thing","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=453.0,477.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/35","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"So Amanda saying lack of focus. Okay. Thank you for sharing.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=477.0,486.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/36","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Definitely, if there's a lack of focus, it's going to be hard to implement.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=486.0,492.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/37","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"If folks have other factors that kind of impacted how they answered, have we ever looked at it again? Yes, Sam.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=492.0,502.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/38","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"You know, that's the what strategic plan might not mean that you don't have a strategic plan. It just means that no one has looked at it.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=502.0,510.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/39","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"In a long time. So Jan is saying not realistic Definitely.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=510.0,516.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/40","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Great. So feel free to keep sharing. I appreciate any kind of engagement in the chat. It helps me know kind of what's going on and how to kind of tailor some of my remarks. I see we rely a lot on the current one. Well, that's great. That's great. That's what we really want, right? And so when we're talking about strategic planning, ideally.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=516.0,542.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/41","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"What happens is that your strategic plan is aligning your library's priorities with its purpose.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=542.0,552.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/42","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And with its community, within your environment, and with the results that we want to achieve. So ideally, our plans are really making that connection.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=552.0,562.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/43","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Between our mission and purpose, what our priorities are for the next three or five years.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=562.0,570.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/44","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"How those priorities connect with our community and our larger environment, and then what we want to achieve.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=570.0,577.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/45","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And I do see in the chat, if you have 15 areas of emphasis, you don't have any. Yes. And it sounds like you remember, but are not bitter at all, Sam, about that plan from a different organization. Laura says she's just starting a new strategic plan now.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=577.0,596.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/46","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"So ideally, it's really making these connections for us from our purpose to our priorities that ideally reflect the needs of our community to the results that we want to achieve.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=596.0,609.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/47","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"But the reality is that we're often planning for a lot of different reasons. And so those reasons really differ depending on your library. A lot of folks are trying to create that roadmap for the future. So what are we going to do to grow over the next few years? For many libraries, it really is about establishing our priorities. There's so much that our libraries could be tackling. There's so many needs in our communities and","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=609.0,639.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/48","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And for our users that we could be focusing on, but given kind of limited resources, where are we going to focus?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=640.0,647.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/49","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Over the next couple of years. Ideally, it's helping to direct our staff, right? And so they know what the priorities are. They know some of the things that we should be working on.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=647.0,659.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/50","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"But there are other reasons to do strategic planning. And so some of the ones that are, I think we don't talk about as much or you don't hear about as much is we can use our plan to advocate for our library. And so not only in the planning process.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=659.0,675.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/51","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Are we kind of getting our library out there? We're reminding people that we're there. We're engaging with people in a different way, but often by establishing certain priorities, certain goals.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=675.0,686.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/52","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"We're using our plan to advocate with our funders, to advocate in our community, to advocate maybe with our board or if we're part of a larger organization. And so it can be used that way. We can also use it to promote services. The more that you are out in your community getting feedback and engagement with users.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=686.0,710.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/53","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Even if you're just putting some emails out to folks asking them to take a survey, you are promoting the library. And then a lot of times we're doing planning because it's expected.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=710.0,721.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/54","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And so maybe your library has always had a plan and you're new in leadership or a new director. Maybe your board or leaders in the larger organization expect it. And so sometimes we are checking a box, particularly if we're understaffed and have a lot on our plate.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=721.0,742.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/55","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"We may just be checking that box. And so there's a lot of reasons why organizations And libraries in particular are doing planning. Ideally, we're trying to make those connections, but sometimes We're trying to make a statement or we're just trying to get that box checked for our board or larger organization.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=742.0,763.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/56","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"So the reasons why we are planning is really going to impact our approach to planning.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=763.0,771.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/57","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And so a lot of planning and planning processes, particularly comprehensive processes, really do focus on the roadmap for the future and establishing our priorities. And so ideally, a very impactful process The process that you're answering, our plan is really impactful. It's useful. We're still using it. Those processes work best.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=771.0,801.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/58","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"When you're planning is a community effort and not a leadership activity. And we'll talk a little bit more about this.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=801.0,808.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/59","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"But there are a lot of boards, there are a lot of leaders who really, and this could be because they're just trying to check a box, so no judgment.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=808.0,818.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/60","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"But a lot of times we may be doing planning just with leaders. You're just pulling your leadership team. It's just the director and your board are doing planning. But if we really want our planning to be impactful.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=818.0,833.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/61","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"It should be a community effort. We should engage with our staff, our community, our teams. It shouldn't just be something that we're doing alone in our office. And I will tell you that I have written a plan alone in my office.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=833.0,847.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/62","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Because I needed a plan, you know, I needed to check that box, but those were not the most impactful plans that that I ever led and so It should be a community effort. And ideally, if our strategic planning and our process and the plan that we create is going to have an impact","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=847.0,868.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/63","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"It's going to be flexible. We're going to have a transparent and inclusive process.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=868.0,874.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/64","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And we're going to have something we can implement. I believe it was Jan said their plan is not realistic. And if our plan is not realistic, we're not really going to be able to do much with it. It may be we could have been very inclusive.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=874.0,891.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/65","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"In the planning process and very transparent. But if it's too aspirational, we may not actually be able to implement it.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=891.0,900.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/66","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And so again, this is kind of the ideal What we're looking for when we're trying to do strategic planning, but especially in library environments.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=900.0,911.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/67","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"We often have a couple of different challenges. And so one of the first challenges is how useful do we need this plan to be? And so it may just be That your board expects a plan, but they're not going to really support you in doing anything. And so it really is just going to be a leadership activity. You're not going to put a lot of effort toward it. But if you do want it to be useful, if you want it to direct efforts, if you want it to be something that your staff and community can really","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=911.0,941.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/68","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Buy into and help lead change, help you advocate for different priorities, then we might want to approach the planning a little bit differently. I think we also have sort of a transparency challenge And so who should be involved in planning? Is it just the board and the director? Is it just leaders? Is it every member of the staff? How involved?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=945.0,973.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/69","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Are we going to get members of our community, our users, partner organizations?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=973.0,978.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/70","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And then also who should be informed about the plan. And so if we want a really impactful plan, we're going to have to communicate about it to folks.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=978.0,987.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/71","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"But if it is just a leadership activity and we're checking a box, then maybe it's enough to put it in the annual report and forget about it for three to five years.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=987.0,997.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/72","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"I think one of the kind of biggest areas of challenges that libraries face, and this was absolutely something I faced myself as a director, was time and resources. And so sometimes it was hard to figure out what the timeframe should be. So can we really plan for three years or five years?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=997.0,1016.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/73","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"How many planning activities do we really have bandwidth for and do we have money and support for this? As I said, I I typically worked at underfunded public higher ed And so the library just didn't have funds to support significant planning activities. We certainly couldn't hire consultants to do it. The universities and colleges I worked at often did large strategic planning processes, but the library was often an afterthought if they even remembered that we existed and we weren't that engaged in the process.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1016.0,1046.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/74","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And often we had to report on how we were supporting goals or maybe I got to attend a focus group or something. But my particular libraries never had a lot of support. And so really what can we do with the time and energy and resources that we do have to create a usable plan.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1055.0,1077.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/75","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And so that's really what we're going to be talking about today is how to do some simple strategic planning. And so again, you can hire consultants. You could probably lead a very, very comprehensive process yourself.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1077.0,1092.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/76","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"If you have the time and the resources to do so. But I'm assuming that you're here today because you're interested in learning about a way to do planning that can still be impactful and get to a usable plan, but you need a simple process.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1092.0,1111.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/77","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And so this is the process that we're going to be talking about today. I'm calling it a relatively simple process because you really can make it very, very simple. Or you could expand it a little bit more if you're willing or able to give a little more time or attention to it to still create a pretty impactful plan that's transparent and flexible and actionable.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1111.0,1136.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/78","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And so the planning process that we're going to talk about today has six steps we're going to go through each of these steps.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1136.0,1144.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/79","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"In detail and it is a little bit different than some of the more comprehensive planning processes that you may have gone through either in your organization or with other organizations.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1144.0,1155.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/80","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"But the six steps quickly, we're going to plan to plan. So we're going to get, you know, kind of get our ducks in a row. We are going to engage with our stakeholders and gather some information. We're going to analyze what we've gathered, create a draft.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1155.0,1173.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/81","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"We're going to get some feedback on that draft plan and then present a final plan to our community. We're going to spend some time on implementation. So sort of what happens next, who's going to do what to actually make this plan realistic and usable.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1173.0,1189.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/82","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And then we'll do some assessment. And so again, relatively simple process.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1189.0,1196.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/83","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And I'm saying relatively because it can be as simple or as impactful as you make it.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1196.0,1205.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/84","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And so for each step that we go through, I'm going to share the simplest approach, which is sort of that you're sitting by yourself in your office.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1205.0,1213.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/85","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"You know, after hours trying to write this yourself. But I'm also going to share a process that's a little more impactful. It's still simple, but there are some additional things that you can do to really make it more impactful.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1213.0,1229.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/86","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And the differences in my mind between kind of impactful and not impactful really do come down to transparency.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1229.0,1239.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/87","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And having a plan that you can implement, an implementable plan. And so from transparency, we're really talking about, is this going to be a community effort, even in a simple plan? Are we going to engage at least with our staff?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1239.0,1253.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/88","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Maybe some of our users or is it more of a leadership activity? Maybe it's just you and the board or you and the heads of departments And so it comes down to who's going to be involved and how we're going to communicate with them. And then we want it to be something we can implement, that we're actually going to use.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1253.0,1273.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/89","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"You can just have high level accountability, particularly if you are making this more of a leadership activity. And so it really is just something that you yourself are using to drive priorities or you and your board or leadership team are using.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1273.0,1288.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/90","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Or do you want to have a process where you're creating shared responsibility for the plan among your staff? You're creating excitement in your community.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1288.0,1299.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/91","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And so We're going to talk through the different steps here, what it looks like to make it super simple so that you'll get to a plan and what it looks like to make it slightly more impactful. And no judgment here if you leave this and go home and write the plan in your office.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1299.0,1321.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/92","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"I've been there. All right. So that's kind of what we're trying to get at is to try to have a transparent, implementable yet simple process.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1321.0,1331.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/93","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And so the first step in the process is we are going to plan to plan.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1331.0,1336.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/94","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And so there are really three steps here. You're going to identify your stakeholders, the planning timeline and your context so kind of what the environment you're planning in. You're going to build a planning team. Again, the size of this planning team is going to depend on how simple you want to make this.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1336.0,1355.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/95","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And then you're going to start gathering your resources and some example plans. And so when we're planning to plan, there are really a couple of questions.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1355.0,1366.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/96","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"That we want to think about. And so when we're identifying our stakeholders, who are we going to consider in this plan? Who are our stakeholders? How long is this plan going to last? Are you going to do a two-year plan, a three-year plan, a five-year plan?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1366.0,1381.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/97","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Does your plan need to align with other plans? Now, I tended to work in higher ed. And so if we did have a plan, it did need to align with our university plan. Many public libraries may be part of a city or a county or a larger organization, or you may be one branch library in a larger organization. And so you may need to have some alignment.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1381.0,1405.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/98","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Will other people be using your plan to develop their own plan? And so particularly if you are in a larger library, you may create a library plan and then as part of implementation, departments may be using your plan to develop their own plans, even if it's just an annual plan for the year.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1405.0,1425.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/99","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"We want to think about who should be involved in our planning activities.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1425.0,1429.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/100","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And then we want to start gathering those resources. So what documents do we currently have to inform our plan? Maybe it's a past plan, maybe it's some of those other plans.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1429.0,1439.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/101","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"That we want to align with. And then we can also think about, are there plans we like right we can do some Googling to see kind of what some other libraries are doing, maybe ones that have money to hire consultants and things. And how are they presenting their plans? And are there ways that they're doing planning? And so here we really are just planning to plan. And so what this looks like from a simple approach","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1439.0,1468.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/102","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"This could just be that it's just you, right? You as the director, you're going to be the planning team.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1468.0,1477.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/103","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Maybe you have some plans you're interested in. You understand the alignment. Maybe you decide to bring in some key staff.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1477.0,1485.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/104","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Some leaders, again, it could be leaders of your department. If you're a very small library, you could decide, okay, we're going to include all of our full-time folks or something in this process.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1485.0,1496.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/105","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Still being simple, but a little more impactful. If you do have a board, you know, members of the board might want to participate in your planning committee. There could be other key leaders, heads of departments.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1496.0,1512.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/106","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And then maybe you want a representative from your staff maybe from key stakeholder groups and maybe somebody from your friends group, maybe there's some partners in the community, maybe a handful of users. And so you can put together a small planning team.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1512.0,1533.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/107","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"That you can do the plan to plan with and that's going to help you throughout the rest of the process. And so that's our first step. We're kind of getting our ducks in a row here, thinking about who's going to actively be involved in planning.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1533.0,1549.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/108","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"The next step is to engage and gather. And if you have hired consultants, if you've done a comprehensive plan, this is often a lot of what you're paying for and where you're spending a lot of your time. And so often it's in the gathering kind of data, engaging your stakeholders that is a lot of the time we spend on strategic planning. And so in a simple process, there's three things that we want to do.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1549.0,1578.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/109","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"We want to develop a communication strategy and I'll show you a simple way to do this.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1578.0,1584.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/110","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"In a moment. We also want to gather existing data. And so particularly in simple processes, we want to rely on data we already have, right? And so whether it's, you know, traffic at the reference desk, hits on the website, what do we already have? And then we want to think about how we can engage our primary stakeholders. And so some of the questions that we want to ask","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1584.0,1611.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/111","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"As we're developing our communication plan, who needs to know about our planning process and our plan?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1611.0,1619.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/112","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And how much of the process are you going to share? If you want a more transparent process, if you want a more impactful process, you're going to want to share more information about how your planning is happening and then what, once you have your plan, sort of what's going on.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1619.0,1636.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/113","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"In terms of existing data. What existing data do you want to pull that's going to help you develop goals? And you may even want to think about trends, forecasts. Is your community forecasting a change in demographics in your community? Is your","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1636.0,1658.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/114","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"University or school or college, thinking about some new programs or pulling back on programs. And so if there is some trends that you want to gather. You want to make that determination. And then the primary questions that were answering when we are thinking about engaging our primary stakeholders is.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1658.0,1681.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/115","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"What are their needs, priorities, and desired results? We're going to talk about how we can get to this in a few minutes.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1681.0,1688.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/116","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And then how we're going to engage with them, if we're going to engage with them. Are we going to have forums, focus groups? Are we going to do surveys? Are we going to meet with our staff?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1688.0,1699.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/117","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And so these are the things that we're thinking about during the engage and gather.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1699.0,1703.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/118","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Phase. And so for a simple, I moved too far ahead for simple communication planning, developing that communication strategy is often a great way to really formalize and finalize how you're going to move through this process. And so in any communication planning, I like to do a simple who, what, how, and when. So who needs to know what about our planning process and our plan and how will they know it and when will they know it? And so in a simple process.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1703.0,1733.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/119","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"It could just be, you know, we're going to communicate with our staff, our board, our users, and maybe we have some community partners.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1736.0,1744.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/120","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"The what might be progress toward planning. We're going to let people know that planning is happening For some of our users, it may be invitations to participate.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1744.0,1756.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/121","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And then we're going to let them know about plan progress.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1756.0,1760.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/122","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Obviously, there's a thousand different ways we could communicate, but often we're putting something on the website. We may be sending out emails, particularly for those invitations. We may also be using signage, right? If we are having surveys, things like that. And we may be communicating progress through reports. And then the when is really just when, right? So when are we going to communicate?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1760.0,1782.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/123","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And so working, either doing this yourself or with your planning team on simple communication planning is really a great way to kind of help you think about how you're going to engage and what you're going to need to do to move through this process.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1782.0,1800.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/124","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And so you want to do your simple communication planning. You want to gather any existing data or trends that you have. And then you also want to think about how you're going to engage your key stakeholders.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1800.0,1813.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/125","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And so the question we're really trying to ask of our stakeholders, particularly users, partners.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1813.0,1820.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/126","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Is what are their primary needs, priorities, and desired results? And so there's lots of ways that we get at this information.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1820.0,1831.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/127","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"One is that we can look at demographics, right? And so often we're going to make some, we may make some assumptions that certain types of users need certain types of things, have certain types of priorities. This may be based on existing data.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1831.0,1847.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/128","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"We often want to understand how they're using our current resources. And so, you know.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1847.0,1854.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/129","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Some of this can come very easily from existing data, but often we are doing surveys and other things to get this type of information from folks.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1854.0,1866.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/130","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And then we also want to know what matters most to them. So many of you are offering lots and lots of services, lots and lots of programs, but what matters most? What do people care about most? And so if you do want to design a survey to engaged with, in particular your users but","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1866.0,1888.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/131","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"You could do this with other types of stakeholders. We really just want to focus on those three things. So who are they?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1888.0,1894.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/132","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"How are they already using what you offer and what are you offering that really matters most to them? And so you could create a very, very simple survey based around these three areas, or you could create a more comprehensive survey.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1894.0,1912.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/133","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"We also typically want to try to engage our staff or our planning committee if we do have a planning committee. A lot of folks do swap activities, so strengths, weaknesses, opportunities, and threats And so you could get some leaders together","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1912.0,1932.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/134","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"You could get your planning committee together and look at some of this data that you've collected and say, okay, what do we see as our strengths, our weaknesses? What are some opportunities we want to take advantage of? And what are some threats?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1932.0,1945.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/135","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And how can we… try to either mitigate or get ahead of some of those threats. And so SWAT is something that's very popular, lots of good reasons to do it.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1945.0,1957.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/136","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"I personally really like sore, especially when I'm doing this kind of work with a staff team. So if you do have kind of a planning committee that has users.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1957.0,1969.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/137","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Staff members, maybe representatives from your friends groups Or if you're even doing this in a focus group, I think SOAR is a little bit easier to do with folks who don't have a lot of strategic insight into how your organization operates.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1969.0,1985.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/138","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And so with SOAR, its strengths, opportunities, aspirations, and results. And so, you know, what do you see as our library strengths? What are some opportunities that we might want to capitalize on? What do we sort of want to be? And what results do we want to see? And so both approaches are really useful. Again, I think SWAT is better with leaders, maybe members of your board, but SOAR is really great if you do want to do something with a staff team, if you want to do it","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=1985.0,2015.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/139","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"With kind of a broader segment of users. And so what we're doing in this engage and gather phase is really trying to engage at least simply with our users and gather some data. And so a super simple approach to this is just look at your existing data","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2016.0,2038.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/140","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Maybe do a very quick survey that, and I mean, it really could be three or four questions, sort of, you know, the who are you kind of demographic questions.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2038.0,2049.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/141","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"What's your favorite or most used library service? Something like that. And so you can do a very, very simple survey and you may want to do something like swap with members of your board or a handful of key leaders. That is the simplest approach.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2049.0,2067.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/142","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"If you want to spend a little bit extra effort, you can look at existing data, you can look at some trends. You can do a slightly larger survey of users. Most users don't like to take long surveys anyway. So maybe you'd have 10 or 12 questions. You could still do SWOT with your board or your leaders But then maybe you do SOAR with your staff. And this is something you could just do at an upcoming staff meeting, a professional development day. This doesn't have to be a lengthy activity to get some feedback from them. And I've often found that if you do the SOAR first with your staff.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2067.0,2097.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/143","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And then you're bringing that and the existing data and the trends to your planning committee if you have one to the board, then they can use that to do a SW All right, so we've planned to plan. We've kind of got our ducks in a row. We've thought about how we're going to communicate and how we are going to engage and at least gather some data","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2107.0,2130.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/144","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"From our users and use existing data, then we want to take that information and go ahead and analyze it and draft a plan.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2130.0,2142.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/145","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And so this is where things will get a little different from other processes you may be familiar with. And so at this stage, we are just trying to get to the bigger picture goals. So we're typically trying to do three to five, have six if you want, but not too many, a handful of broad long-term goals that really do reflect","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2142.0,2169.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/146","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Your organization's priorities over the next three to five years, whatever your planning timeline is.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2169.0,2175.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/147","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And so we're just trying to get to the goals. And so the way we do this is we look at whatever information we get from step two.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2175.0,2185.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/148","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And then we start to pull out and group what we've learned into a couple of broad categories. And I'll talk more about how to do this on the next slide.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2185.0,2198.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/149","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"We're going to take everything, get to a couple of broad categories, and then we are going to turn each of those categories into a goal.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2198.0,2209.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/150","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And so when we're talking about analyzing our data and trying to get to those categories We really are trying to determine needs, priorities, and desired results or trends. And so if you look at what you've gathered, if you look at what you know.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2209.0,2227.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/151","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"What really is coming out that's common across stakeholder groups? So what are some commonalities that you see?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2227.0,2235.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/152","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Of those commonalities, what is aligned with your mission or vision? I think particularly in public libraries, there are so many needs that you could be addressing, right? And if you do engage with users, partners in your community, you may hear lots of results.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2235.0,2255.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/153","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"That they would like to see from your organization, but does it fit with your mission? Does it fit with your vision?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2255.0,2264.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/154","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Which of these things that are coming up are going to be critical to sustaining kind of your current services and growth. So you might have 10 results or trends that come up.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2264.0,2280.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/155","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"But what's really critical? What are we going to need to do that's going to help us maintain as well as grow in the areas we want to grow? And then we also want to think about what reflects existing or desired capabilities. And so this is where many strategic planners call me a dream killer, but I often think this is where you really need to think about, is this something we can do?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2280.0,2307.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/156","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Or do we need to kind of reduce the level to something that we can do? So people might want lots and lots of things, but do you have the resources and the capabilities to do those things? Or if you don't, do you really think you're going to be in a position to use this to advocate for what you need?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2307.0,2328.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/157","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And that would kind of be a desired capability. And so The way that I typically approach this, obviously, if you're doing this by yourself, you can just kind of think through these questions. But if you're doing it with a planning committee or a small group of leaders, we can sort of ask","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2328.0,2346.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/158","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Them what they're seeing. So what are the needs? What are the priorities? What are the results or trends?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2346.0,2351.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/159","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Start grouping them together into broad categories. Ask some of these questions and you might see some of those categories like immigrant services, research support.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2351.0,2363.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/160","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Expanding digital services, you might see things sort of come together. You might decide that something just isn't possible or it's not as critical. Once you get to those categories.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2363.0,2376.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/161","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Then those three, five, six categories become your goals, your broad goals for the timeline.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2376.0,2386.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/162","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Now, of course, who you include in this analysis and consolidation is going to impact the outcome.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2386.0,2393.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/163","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And so even if you do the rest of this by yourself and you do some simple surveys, this might be the point where I might want to bring in, even if it's one or two people on my team or in the community to help me look through some of the data to get to this because this is probably the point Where who you include is going to have the most impact.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2393.0,2417.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/164","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"But what this looks like. You can do it very simply. Do it on your own. Do it with a small group. You can absolutely get to this on your own.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2417.0,2428.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/165","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Ai, we have lots of opinions on it. It's probably pretty good at taking some of this data. Obviously, you want to be very careful about privacy, but you might be able to put some of this data in a secure AI tool and get some ideas and that would make it super simple. If you are using a larger committee, if you want to get some key leaders together, some members of your staff to do this. This will be pretty impactful. So this gets us to three to five or so broad goals.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2428.0,2458.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/166","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Then we are going to share those goals for some feedback.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2463.0,2467.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/167","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Are we hitting the right points here? And then use that feedback to share a final draft of our goals. And so in terms of sharing the initial plan, how are you going to share it?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2467.0,2482.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/168","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Kind of who are you going to share it with and how are you going to get that feedback? Are you going to do another survey? Are you going to have a forum? Are you going to have people email you?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2482.0,2491.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/169","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And then in terms of incorporating the feedback. How are you going to use the feedback? How are you going to decide?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2491.0,2499.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/170","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"When it's done, right? And so we can keep tinkering with something forever, but how are you going to decide when it's done? And then how are you going to share that final draft with folks. And so the super simple approach to this is skip the feedback, do it yourself.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2499.0,2518.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/171","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Or you could just ask for feedback from the planning committee, from key leaders from your board. And so you've drafted a handful of goals, get some feedback on them.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2518.0,2528.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/172","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"What I have done and I have actually done this myself as a library director, I wrote my goals and then I sent the goals to my community with a very simple survey.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2528.0,2540.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/173","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"What do you like about this? What's missing? And is there anything else you want to let me know about the plan?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2540.0,2547.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/174","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"I think this can be scary to share a draft like this and it's not typically part of most planning processes.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2547.0,2556.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/175","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"But I think what you get back and what I got back was a lot of people really liked things, right? And some people felt that things were missing. Some of the feedback that I got was about terminology, that my terminology, the terminology we were using wasn't clear to people. We might have been using more kind of library specific jargon. And so that was very, very useful feedback.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2556.0,2581.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/176","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"So you can send a simple survey. You could also just post the draft somewhere, send it in an email, post it to social media and say, this is our draft. Do you have any feedback? And so this doesn't have to be complicated.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2581.0,2594.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/177","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"You take that feedback. You make any tweaks that you want to tweak either on your own or with the folks helping you plan.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2594.0,2604.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/178","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And then post it somewhere, right? Share it. Post it to the website. Let people know, particularly the people, if you have done a survey who have given feedback, let them know that these are your goals.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2604.0,2617.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/179","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Okay, so you've posted a handful of goals. Now we can think about implementation. And again, this process is a little bit different than some other processes. So we've got our our three to five big picture goals. Now we're going to spend some time on implementation. And so what we are going to do is develop","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2617.0,2637.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/180","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And then share measurable and specific objectives for each goal. And so to do this, we're going to ask a couple of questions. So what work needs to happen to achieve this goal? So is it a project? Is it some kind of process improvement? Is it an initiative? Do we have to hire someone? What has to happen to achieve each of these goals?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2637.0,2660.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/181","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"You also want to think about, are you going to do this, developing objectives once or several times. And so this is where some of that flexibility really comes in and makes this a little more simple. Instead of coming up with objectives for three or five years, you could do this annually, you could do this more often. You absolutely can come up with objectives for three to five years. And for some of your goals, that may be easier.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2660.0,2687.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/182","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Than others, but you could also do this part every year.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2687.0,2692.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/183","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Are you going to include folks in developing these objectives? So internal stakeholder staff members.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2692.0,2700.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/184","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Different departments. And then how are you going to share these objectives and progress toward them with your team and stakeholders. And so what this looks like kind of in reality, if you're doing this super simple, you could just write the objectives, right? You as the director, maybe you and a handful of leaders.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2700.0,2722.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/185","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Could write those objectives either for the year or the entire plan. And then you can just add them to the plan, the goals that you've already shared on your website.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2722.0,2733.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/186","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"If you want to engage your staff, which I would say if you do.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2733.0,2738.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/187","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Every other step of this process, super simple. I would recommend trying to do this stage simply impactful.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2738.0,2748.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/188","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"This is where you really can engage yourself. Yes, the slides will be shared, Aurora. And so you'll have all of these steps.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2748.0,2754.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/189","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And I also have a handout that will help with some of this as well. If you do nothing else, I recommend engaging your staff to help you write the objectives.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2754.0,2766.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/190","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And so this can be done pretty simply. You can use what kind of if you like phishing analogies, a catch bucket and release approach to do this.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2766.0,2778.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/191","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And so essentially, after you've shared the goals with your team and prepared them to, you know, that they're going to participate in this.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2778.0,2786.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/192","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"We kind of catch any ideas they have. So what projects, which initiatives.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2786.0,2791.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/193","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Can happen in your department to help support these goals. Then you kind of put them in the buckets. And so you start grouping them together. I think you'll find that people have some different ideas that are similar.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2791.0,2805.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/194","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And then once you've kind of grouped them, that could become objectives, then you release some of them. So we cannot do everything and we cannot do everything over the timeframe, whether it's a year, whether it's three years.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2805.0,2818.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/195","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And so then you release a few of them. And so what can we reasonably do? And so at the end of something like that, you should have a couple of objectives per goal.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2818.0,2829.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/196","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Not only do you have a couple of objectives per goal, you have objectives that your staff and team are more bought into because they can see that their ideas have been considered and and they also then not only feel more bought into it, but are more likely to do it and take accountability. And so then you can add your objectives that you've written to your posted plan on your website or wherever you're sharing it, or you can send it out.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2829.0,2859.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/197","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And then again, if you're doing this every year. With your team, then you would want to update it every year. You could repeat this process.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2859.0,2870.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/198","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"It really depends. Also, some people will write objectives for the whole plan timeline, but then every year go back and look at them and say, you know, are these really still relevant? Do we still want to do this? Is there something new that's going to help us achieve this goal?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2870.0,2888.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/199","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"A piece of this is writing clear objectives. And so our goals can be kind of broad.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2888.0,2895.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/200","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Aspirational. But I find that when you get to the objective phase, you want it to be very, very clear so it's actionable. And I won't spend too much time on this, but This is an approach that I use to write clear objectives. And so a clear objective should have an action","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2895.0,2912.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/201","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Some kind of target or outcome of that action, a measurable metric and a deadline. And so when we're talking about actions, we're really talking about what type.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2912.0,2927.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/202","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"What are we going to do? Are we going to increase something, improve something, develop something, create something? So it should be an action verb.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2927.0,2936.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/203","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"The target is what that outcome is. So what is it that you're trying to increase, improve, develop, or create?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2936.0,2943.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/204","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Then you want some way that you're going to measure success and then a deadline. And so this should be a concrete due date. This should be April 8th, not end of Q2.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2943.0,2955.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/205","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And so, for example, we might write an objective like develop a leadership training program.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2955.0,2964.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/206","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Maybe we have a goal around sort of supporting retention. And so one of our objectives is to develop a leadership training program To make this more actionable and clear.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2964.0,2977.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/207","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"We could say that we are going to deliver. So we're not just developing it, we're delivering a leadership training program to 50% of supervisory staff by July 1st, 2026. And so we've got an action, we're delivering something. It's a leadership training program. That's our target. We've got a measurable metric and we've got a due date.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2977.0,2999.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/208","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And so we want to have really clearly written objectives. I do want to talk about how this, I go back to kind of the overall process before we get to assessment.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=2999.0,3012.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/209","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"This is… a little bit different, like I said, than some traditional comprehensive processes.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3012.0,3020.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/210","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Because we do just draft goals at step three, we get some feedback on that. And then we have a much more inclusive implementation process.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3020.0,3032.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/211","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And what I found and the reason that this is what I'm suggesting Especially for a simple process is that a lot of our stakeholders are not really in a position to give feedback on objectives, particularly outside stakeholders. So they may know","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3032.0,3052.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/212","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"That they want increased services in some way, more access to something. But the how of it is not, you know, they're not librarians, they're not library staff.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3052.0,3064.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/213","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"They don't really know how to get you there. But your staff and your team do.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3064.0,3069.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/214","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"They're the ones that have the ideas about how to get you to a goal. And so that's why we kind of do the implementation pieces with a team or at least more internally. A lot of processes don't ask for feedback on draft plans.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3069.0,3087.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/215","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And I feel like that's kind of a missed opportunity. And particularly with more simple planning, you may be doing less engaging at stage two. You may not be doing focus groups. You may be doing a very simple survey.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3087.0,3101.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/216","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And so getting some feedback on your goals. And engaging teams in implementation just offers another opportunity for us to engage our stakeholders, get them more bought into the process.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3101.0,3116.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/217","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Have them be more supportive of our overall priorities. It also allows us to be a little bit more flexible. And so if we're getting feedback on five goals and then maybe we're doing an implementation plan every year.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3116.0,3130.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/218","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"We're not stuck with some goal that seemed good three years ago and now we just can't achieve.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3130.0,3139.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/219","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Because we are looking at it more often and we are involving the people at the implementation phase who actually can give sort of excellent feedback.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3139.0,3151.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/220","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"On what needs to be included. And so that's just a little bit of an aside there. And so then the last step is really assessment. And so once you've done your plan, you've posted it, you really want to do a periodic review of your plan. And so how often are you going to look at your plan? Is it every year?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3151.0,3172.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/221","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"How often are you going to assess progress toward your goals and objectives?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3172.0,3177.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/222","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"How are you going to handle things if something changes? Obviously, if you're doing a process where you're coming up with that implementation plan every year, then you're already in a pretty good position there. But if you do have to make changes, how will you deal with that?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3177.0,3194.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/223","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"How will you ensure your plan is aligned with other plans? Maybe your planning cycle is slightly different.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3194.0,3199.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/224","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Then your cities or your towns or your universities You also want to think about when are you going to begin the next planning process, right?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3199.0,3210.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/225","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"But most, probably most importantly, we want to think about how we are going to track and share progress.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3210.0,3216.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/226","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Toward our goals and objectives. And so I'd love to hear a little bit from you in the chat. How are you sharing progress on your plan? So how are you letting people in your community know that you've achieved objective 3A. So if you want to share in the chat, I'd love to hear how people are tracking and sharing progress.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3216.0,3242.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/227","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And so a couple of ways that we can think about tracking and sharing progress We want to When we're tracking progress, typically when I work with folks, we just come up with a spreadsheet or something where we're like, these are the goals.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3242.0,3262.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/228","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"What resources do we need to make the goals and objectives happen?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3262.0,3267.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/229","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"We assign an objective to a person or a group, and then we break those objective into smaller pieces, right? Kind of smaller steps and give them due dates. So that's sort of the tracking piece. And then sharing you if you're","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3267.0,3283.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/230","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Putting the plan on your website, you can update it and say, great, we completed this objective. We're still working on this one. This is the progress that we've made. I had a LibGuide.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3283.0,3296.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/231","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"For one of my plans. And so that was an easy way. You can put it in annual reports. You can talk about it at staff meetings, newsletters, social media posts.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3296.0,3306.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/232","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"I see Sam is saying putting it in your newsletter is a good way to show the community you're working on your plan. And so, yes, so you want to think about how you're going to share progress.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3306.0,3317.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/233","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"If you're doing this the super simple way, just review and share some progress every year, whether it goes in an email blast, an annual report.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3317.0,3327.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/234","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Every year, say, where do we stand? If you want to make it more impactful, review and share progress more regularly and broadly. And you may want to update your objectives annually with your staff.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3327.0,3341.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/235","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And so that's the relatively simple strategic planning process. You can follow these six steps. It will get you to an actionable plan, even if you're doing this by yourself or you're doing it with a small group, but there are also some strategies here to bring more folks into it, but still keep it simple and still keep it something that you and your team can do. And so as we close, I'm happy to take questions. We do have a poll. I'm just curious which of these steps you think will be most challenging.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3341.0,3371.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/236","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"For your organization. And so Shania, I don't know if you want to launch the second poll here. You can also put any comments that you have in the chat. If one piece of this seems like it's going to be more challenging.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3374.0,3389.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/237","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"I'd love to hear about it. I do have a… And I'll put this link in the chat.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3389.0,3400.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/238","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"If you go to this URL, I do have these six steps right now, and I also have kind of a handout on writing objectives and a template. And so there are some strategic planning worksheets.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3400.0,3413.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/239","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"For you. So I'm happy to take any questions you have. We do just have a few minutes. I do want to point out that in about three weeks, there's kind of a companion session to this turning your strategic plan into an action plan. So some of the implementation pieces that we've talked about, we'll really dive into. But if you do already have a plan.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3413.0,3434.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/240","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"That you would like to make more relevant, that you would really like to make sure you're taking action on, then that is something we'll talk about in that session. And so Sam saying, I always worry about assessment because maintaining enthusiasm can be a problem. Do you have suggestions?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3434.0,3453.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/241","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And so I do think as much as you can in a simple process, the more you involve folks.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3453.0,3459.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/242","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"There should be more enthusiasm, right? If you've gotten particularly your staff engaged in implementation and it's something you're doing maybe every year, ideally that would help make people more enthusiastic. But I do think it's about continually communicating progress. And so if we never hear about the plan again, why would I be excited about it? But if it's something that you're talking about at staff meetings, if you're recognizing staff members for their work on a particular objective or goal, I think that's a way to really maintain enthusiasm. And so we'll talk more about that","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3459.0,3489.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/243","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"If you want to attend the next session. And so we do have another minute or two if folks have more questions. Oh, and here's this last Last poll, which step will be most challenging for your organization? I'm just curious.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3496.0,3516.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/244","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Is it planning to plan? Probably not as much, but engaging and gathering, analyzing and drafting feedback and presentation, implementation, or assessment.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3516.0,3527.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/245","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And so if you do have any questions, if there's something that you've done in your planning that you want to share that's worked really well, that would be fun to hear about in the chat.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3527.0,3539.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/246","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Yeah, but I'm happy to talk about planning or if you have kind of specific questions, feel free to reach out. My contact information.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3539.0,3547.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/247","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Is there I'm the only Jamie Ostani, I think, perhaps in the world, so it's easy to find me.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3547.0,3554.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/248","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"All right. So let's see how folks are voting in that poll.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3554.0,3562.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/249","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Can probably, I don't know how many people have responded, but if you want to go ahead and Close that, Shania. I think people have probably had enough time to respond.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3562.0,3574.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/250","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Let's see. So, wow, 50% of people are saying assessment um And the other three are kind of those in between engage and gather our analysts and drafting feedback and presentations. So I do think the assessment piece is really, a lot of it's about that communication planning. So you can go back to the communication plan.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3574.0,3595.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/251","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And really just say, how often do we want to communicate with different users?","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3595.0,3601.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/252","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"And some of this can be built into your kind of regular operations, right? Your regular reporting if you're pulling user statistics at the end of each quarter, let's say then also ask people for progress on your goals and put that up on the website. So it doesn't have to be super complicated. It really is just about communicating.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3601.0,3626.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/253","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"All right. Well, it looks like we're at time. Thank you, everybody. I've appreciated your time and attention.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3626.0,3634.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/254","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Thank you. Thank you, Stacey. That's great to hear. And so, yeah, do reach out if you have questions and perhaps I'll see our next session.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3634.0,3645.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/255","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Thanks, everybody.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3645.0,3648.0"},{"id":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733/transcript/78348/annotation/256","type":"Annotation","motivation":"transcribing","body":{"type":"TextualBody","value":"Thank you so much, Jamie. And again, the slides and everything will be coming to you in an email in the next day or two.","format":"text/plain"},"target":"https://lyrasis.aviaryplatform.com/collections/3589/collection_resources/146256/file/269733#t=3648.0,3658.0"}]}]}]}