Draft Strategic Agenda following the Retreat
This is a work in progress. See the latest draft of the Board's recommendation to Council!
The chart below summarizes earlier work from the July 2013 Alliance Strategic Planning Retreat. Six Initiatives head each column. For each we have a Vision statement followed by a list of Objectives. Finally, at the bottom find a few of the more popular of Project examples. These are examples of what we might do but more work is needed before we will know when they will be pursued and which team and/or staff member will be assigned to each project. It is important to note that not all projects will be pursued, that additional projects may be added, and that some projects are relevant to multiple initiatives.
- Criteria: here retreat participants developed a set of criteria to weigh and sequence projects.
- Project poll results: here Council members were asked to choose one third of the projects (28 of 83 projects) using the criteria listed above.
Next steps toward a new Strategic Agenda
In August the Board will solicited feedback from Council, make a first pass at refining this agenda and begin thinking about implications for teams, charges, etc. The Board will propose a final Strategic Agenda, team structures and project sequencing to be considered by Council at their November meeting. In the mean time, the current Strategic Agenda is still in force and all committee and team work should proceed.
||Seamless discovery & fulfillment promotes positive user experience
Support goals and activities of our users
|The Alliance will foster, support, promote scholarly inquiry, exploration and creative expression
||Shared understanding of policy & practice.
Maximize resources (people or costs).
Redesigned workflows from a consortial perspective.
Consortial team building.
What, where, how we build collections.
37 ==> 1
|We will maximize the power of the collective by establishing a shared understanding of our cooperative enterprise among current and potential members
||Expand access to the universe of information resources of value to Alliance members and their users:
- Leverage consortial power
- Multiple formats
- Includes unique/Special/Archival
- Preservation is implicit
|The Alliance demonstrates effective use of its resources
||Improve user experience
Seamless discovery & fulfillment for users
Improve public services throughout the Alliance
Improve service to users through better/enhanced catalog records
Make Summit the #1 tool for our users
|Promote and facilitate open sharing of scholarship
- open access
- publish oj's
Develop a research agenda that those outside the Alliance could use (to benefit the profession)
To inform/support grant opportunities
Provide a research presentation, publication, etc. for Alliance staff/faculty
Investigate topics Alliance wishes to learn more about to support future iniatives
|Create efficiencies by standardizing/streamlining policies/procedures
Up-to-date policies ==> clarity and confidence
Eliminate redundant practices
Develop cooperative workflows to establish efficiencies to effectively maximize the new ILS platform
Efficient use of scarce resources ($, people)
Manage, share, and store physical collections in the most cost effective and efficient manner possible.
Training: consistent approach to consortial work
|Create/define equitable distributed work model
Optimize cooperation & communication
Plan consortially, contribute locally
Cultivate a community of practices to improve learning outcomes
Create unified identity
|Manage and preserve Alliance member scholarly output
- shared IR
- best practices
Strategically build collections by creating a core consortial collection and enabling local flexibility, depth and distinction
Leverage buying power to provide more consortial access in desired formats
To enrich collecting of unique materials across the region
Support long term access to born-digital unique resources to meet legal, statutory, and contractual mandates
|Determine methods of meeting Alliance data needs
Assess effectiveness of Alliance services and initiatives
Perform assessment to inform evidence-based decision making
Fully understand Alliance data needs
Support digital discovery in Primo
Integrate ILL into Summit
Summit discovery and delivery: work with Alliance teams, OCLC, and Ex Libris to sustain Summit discovery and delivery functions
Standardize loan rules
|Establish & fund Alliance-wide research agenda
Support scholarly commutation - especially student work
Publishing like Open Journal Systems
|Efficiencies and workflows
Training: Develop a training plan; develop training documents & videos; recruit staff from member libraries to serve as trainers; communicate training concerns to Alliance and Ex Libris staff
Shelf ready at scale
Greater support for teaching and learning
Shared Instructional efforts (e.g. MOOC)
Collaborative Public Services
|Investigate ways the Alliance can act on behalf of the institutions (e.g. CONSER, WEST, HATHI)
Develop business model for distributed work
Governance of the Shared ILS
Exploration of separate vs. shared Infrastructure
|Establish e-resource sharing program
Support for cooperative collection development and the "one collection" concept
Demand Driven Acquisition Ebook Program
Explore membership in Hathi trust
Cooperative Collection management
Exploration of consortial solutions for special collections: digital preservation; digitization; shared HR; unique collection sharing; legacy data conversion
|Data warehouse and dashboard for Alliance-wide assessment
Consortial collections usage analysis
Analytics to support assessment, workflow efficiencies and record keeping
Alliance-wide tool to assess learning outcomes (esp. benchmarks)
Statistics: Gather, maintain, and Verify Data