Strategic Planning

I know, I know. Strategic Planning is that big scary thing we all have to learn about in our Master’s program. It can be tedious, exhausting, and disheartening. OR it can be an amazing way to help set your event up for success!

So what is Strategic Planning?

Balanced Scorecard Institute states: “It is a disciplined effort that produces fundamental decisions and actions that shape and guide what an organization is, who it serves, what it does, and why it does it, with a focus on the future. Effective strategic planning articulates not only where an organization is going and the actions needed to make progress, but also how it will know if it is successful.”

Breaking it down even further, strategic planning allows you to identify, create, and measure your institutions goals.

But I’m just planning a small event, why do I need to do such a big plan?

You don’t have to do anything you don’t want to. Heck, some libraries may not be into strategic planning and that’s O.K. too. You can also customize how much, or how little time you spend on strategic planning so that it fits within your organizations scope. Strategic planning is meant to work for you, not against you.

Ways to set-up Strategic Planning

There are many ways to organize strategic plans. Some people prefer word documents, others prefer excel, and some stick to the good ole’ fashioned way of writing on paper. Whatever works best for you, use that method!

Here is an example of an excel sheet used for strategic planning:

Strategic Plan on Excel

As you can see, this is a simple break down with the who, what, where, and when, needed to plan anything from deaccession to vacation coverage. It is incredibly helpful to work on strategic planning with multiple individuals so that everyone is on the same page and focused on the same goal for the institution. I encourage setting aside multiple meetings so that people have time to think about all the tiny little details that can go into strategic planning that are sometimes forgotten about. The more detailed your plan, the more smooth and successful your path to your goals will be!

Strategic Planning Template

What strategic planning format works best for you and your team? Feel free to leave any ideas below in the comment section or on our Contact Us page!

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blissfullybookish View All →

Graduate student in Masters of Library and Information Science programming trying to save the world one book at a time.

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