Ron Senne & Associates

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PLANNING

(or how we might get there from here)

Ron Senne & Associates

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STATEMENT OF OUTCOMES

Overview of the planning process

Appreciate the Product (your Strategic Plan) and the Process of planning.

Ron Senne & Associates

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PLANNING – UNDERLYING ASSUMPTIONS

Future

Predictions

Choice

• Concern• Genuine

• Value System

• Representative

• Means• Goals

Ron Senne & Associates

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PLANNING IS …

A series of repeated tightly coupled processes of Defining Assessing Reinventing

Reinvent

Assess

Define

Ron Senne & Associates

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PLANNING … THE PROCESSES OF…

Defining your Mission Statement☼

Environmental Scanning and Creating a Vision Statement☼

Assessing Existing Library Programs☼

Developing the Strategic Plan☼ Implementing the Strategic

Plan☼ Assessing Planning Process

Progress and Assessing Impact☼☼

Ron Senne & Associates

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PLANNING PROCESS - FLOW

Mission

Visioning

Program Assessme

nt

Develop Strategic

Plan

Implement Strategic

Plan

Assess Progress

and Impact

Ron Senne & Associates

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PLANNING PROCESS – FY FLOW

July

2010

Augu

st 20

10Se

ptem

ber

2010

Octo

ber 2

010

Nove

mber

2010

Dece

mber

2010

Janua

ry 20

11Fe

brua

ry 20

11M

arch 2

011

April

2011

May

2011

June

2011

July

2011

Ongoing Progress Assessment

① ② ③ ④

MissionEnvironmental Scan & VisionExisting Program AssessmentImpact AssessmentStrategic Plan Draft #1Strategic Plan Implementation

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BIRD WALK #1

Meeting Design

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PLANNING PROCESS - FLOW

Mission

Visioning

Program Assessme

nt

Develop Strategic

Plan

Implement Strategic

Plan

Assess Progress

and Impact

Ron Senne & Associates

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PLANNING IS …

Defining your Mission

“Description prepared and endorsed by members of the organization that answers these questions: What do we do? For whom do we do it? How do we go about it? … .”

www.bestpractices.osi.ca.gov/sysacq/definitions.aspx. Extracted November 2010.

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PLANNING IS … MISSION STATEMENT

The Oak Park Public Library enhances the quality of life in our diverse community by providing the resources and services for lifelong learning and enjoyment, the space and opportunities to gather and connect, and by fostering a love of reading.

http://www.oppl.org/about/mission.htm. Extracted November 2010.

PLANNING PROCESS - FLOW

Mission

Visioning

Program Assessme

nt

Develop Strategic

Plan

Implement Strategic

Plan

Assess Progress

and Impact

Ron Senne & Associates

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Ron Senne & Associates

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PLANNING IS …

Defining your Mission Statement

Creating a Vision Statement

“A statement that captures the long-term picture of what the organization wants to become. A vision statement must be inspirational, memorable and reflect the desires of those with vested interests.”

http://www.bestpractices.osi.ca.gov/sysacq/definitions.aspx?index=v. Extracted No

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PLANNING IS … SAMPLE VISION STATEMENT

Oak Park Public Library embraces the rich heritage and vibrant future of our community. We aspire to be the best possible library for Oak Park. We create opportunities to participate, connect and discover by:

Encouraging lifelong learning Responding to the needs of our diverse

community Ensuring freedom of access to information Offering space for people and ideas to come

together Providing materials and programs that entertain

and inspire

We are committed to excellent stewardship of the physical and financial assets entrusted to the Library.

We are committed to excellent service to the community.

PLANNING PROCESS - FLOW

Mission

Visioning

Program Assessment

Develop Strategic

Plan

Implement Strategic

Plan

Assess Progress

and Impact

Ron Senne & Associates

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Ron Senne & Associates

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PLANNING IS …

Defining your Mission Statement Creating a Vision Statement

Assessing Existing Library Programs Mapping Existing Library

Programs with the Vision Assessing Program Efficacy Redesigning Programs

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PLANNING IS …

Largely an internal activity. An opportunity to engage in

staff development and obtain understanding resulting“buy-in”.

Form cross-disciplinary teams to do the work of mapping, assessing and redesigning.

Assessing Existing Library Programs

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PLANNING IS … ASSESSING PROGRAMS

Sample Vision Statement

Oak Park Public Library embraces the rich heritage and vibrant future of our community. We aspire to be the best possible library for Oak Park. We create opportunities to participate, connect and discover by:

Encouraging lifelong learning Responding to the needs of our diverse

community Ensuring freedom of access to information Offering space for people and ideas to

come together Providing materials and programs that

entertain and inspire

We are committed to excellent stewardship of the physical and financial assets entrusted to the Library.

We are committed to excellent service to the community.

PLANNING PROCESS - FLOW

Mission

Visioning

Program Assessme

nt

Develop Strategic

Plan

Implement Strategic

Plan

Assess Progress

and Impact

Ron Senne & Associates

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Ron Senne & Associates

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PLANNING IS …

A process of converting the program assessment statements into goals.

And .. “budgetizing” the plan And … planning the details

of implementation.

Developing the Strategic Plan

Ron Senne & Associates

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PLANNING IS …

A process of converting the program assessment statements into goals.

And .. “budgetizing” the plan And … planning the details of implementation.

Developing the Strategic Plan

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THE STRATEGIC PLAN -

Goal Statement 1: Expand lifelong learning program for elderly persons.Objective 1: Activities 1.1:

Individual Responsible

Date of Completion

Evidence of Completion Progress Notes

Activities 1.2:

Converting into goal statements

Assessment Results:

What adaptations and/or modifications do we need to address the vision statement?

These adaptations and/or modifications become goals of the Strategic Plan

1. We have many programs aimed at youth, very few for the elderly … need to add elderly programming (transportation issues, issues w access??)

Existing Program Assessment

Strategic Plan Workshee

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PLANNING … THE PLAN’S BUDGET

Driven by Funding Sources Makes a Strategic Plan

“Real” Can drive Personnel and

Professional Development line items.

Budget Worksheet

PLANNING PROCESS - FLOW

Mission

Visioning

Program Assessme

nt

Develop Strategic

Plan

Implement Strategic

Plan

Assess Progress

and Impact

Ron Senne & Associates

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PLANNING …

Implementation … the details

Details create the big picture.

Sanford I. Weill

Strategic Plan Worksheet

Preliminary Budget Worksheet

PLANNING PROCESS - FLOW

Mission

Visioning

Program Assessme

nt

Develop Strategic

Plan

Implement Strategic

Plan

Assess Progress

and Impact

Ron Senne & Associates

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Ron Senne & Associates

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PLANNING …

Assessing the Implementation Process Progress

We value what we measure …

Strategic Plan Assessment

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PLANNING …

Assessing Impact

What difference have we made in the lives of those we have valued as our stakeholders?

The real life stories told by stakeholders make the

difference!

PLANNING PROCESS - FLOW

Mission

Visioning

Program Assessme

nt

Develop Strategic

Plan

Implement Strategic

Plan

Assess Progress

and Impact

Ron Senne & Associates

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Ron Senne & Associates

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CREDITS

For the images -- http://www.freedigitalphotos.net/