Training WorkshopSession 1: Strategic Planning

Esté RetiefPlanner and Quality Assurance Specialist

17 November 2012http://listrends.blogspot.com retiee@unisa.ac.za

What is this workshop about?

It is about strategic planning

The Village Group

What is strategic planning?

What is strategic planning?

• Strategic planning is the process by which one develops a strategy to achieve certain purposes.

Abraham, S.C. 2012. Strategic planning: a practical guide for competitive success. Emerald, 2nd edition, p.11. ISBN: 978-1-78052-520-4

What is strategic planning?

• Strategic planning is a process, that is, a series of steps followed by an organisation on:

• where it is going (i.e. vision)• and how it’s going to get there (i.e. strategy)

The two main purposes of strategic planning.

What will this workshop cover?

1. Strategic management process2. Environmental analysis3. Strategic direction4. Strategy formulation

Strategic management process

Part 1

What is strategic management?

• Strategic management encompasses both strategic planning and the implementation of the strategic plan to ensure, ideally, achieving intended results.

Abraham, S.C. 2012. Strategic planning: a practical guide for competitive success. Emerald, 2nd edition, p. 12. ISBN: 978-1-78052-520-4

Who is responsible forstrategic planning?

Who is responsible forstrategic planning?

Development of a strategic plan

• Many perspectives, models and approaches:1) Vision-based OR Goals-based strategic planning – most

common – starts with organisation’s mission, vision, values, goals, strategies to achieve goals & action planning (who will do what and by when)

2) Issues-based strategic planning – starts by examining issues facing the organisation, strategies to address these issues & action plans

3) Organic strategic planning – starts by formulating the organisation’s vision and values, then action plans to achieve the vision while adhering to those values

http://managementhelp.org/strategicplanning/index.htm

Mission(Mission statement)

A written declaration of an organization's core purpose and focus that normally remains

unchanged over time.

Business Dictionaryhttp://

www.businessdictionary.com/definition/vision-statement.html

Mission statement

• A mission statement is a concise statement of a company’s reason for being, what it actually does, and for whom.

Abraham, S.C. 2012. Strategic planning: a practical guide for competitive success. Emerald, 2nd edition, p. 154. ISBN: 978-1-78052-520-4

Vision(Vision statement)

An aspirational description of what an organization would like to achieve or accomplish

in the mid-term or long-term future.

Business Dictionaryhttp://

www.businessdictionary.com/definition/vision-statement.html

Vision statement

• A vision statement is a concise statement of where the organization would like to see itself 5 or 10 years in the future.

Abraham, S.C. 2012. Strategic planning: a practical guide for competitive success. Emerald, 2nd edition, p. 155. ISBN: 978-1-78052-520-4

Values of a company/organisation

The operating philosophies or principles that guide an organization's internal conduct as well as its relationship with its customers, partners,

and shareholders.

Business Dictionaryhttp://www.businessdictionary.com/definition/corporate-values.html

EXAMPLES

Vision, Mission & Values

http://www.waukesha.lib.wi.us/about/reports/strategic%20plan.pdf

Vision & Mission

Values

University of South Africa

• Our vision: Towards the African university in the service of humanity

• Our values: Social justice and fairness; Excellence with integrity

• Our value proposition: Accessible, flexible and globally recognised

Vision

Toyota will lead the way to the future of mobility, enriching lives around the world with the safest and most responsible ways of moving people.Through our commitment to quality, constant innovation and respect for the planet, we aim to exceed expectations and be rewarded with a smile.We will meet our challenging goals by engaging the talent and passion of people, who believe there is always a better way.

Mission

Toyota South Africa is dedicated and committed to:• Supplying the range of vehicles, parts,

accessories and services to meet the requirements of the South Africa and export markets that it services

• Ensuring that products are of outstanding quality, value for money and instil pride of ownership

Core values

• Open and honest communication • Customer satisfaction • Social responsiveness • Quality in everything we do • Respect for people and property • Recognition and reward for effort • Teamwork • Fair and equal opportunities

Mission statement

Vision statement

Values

Values

Two main phases

PHASE 1• Environmental scan

(identify key strategic issues)– External environment

• Issues impacting on the LIS world

– Internal environment• Assessing the organisation

(SWOT analysis)

PHASE 2• Strategic direction

– Setting objectives/goals– Crafting mission and vision

statements– Deciding on values

• Strategy formulation

Departmental strategic planning – aligned to organisation’s strategic plan

Corporate strategy

The overall scope and direction of a corporation and the way in which its various business operations

work together to achieve particular goals.

Business Dictionaryhttp://

www.businessdictionary.com/definition/corporate-strategy.html

New York University Libraries http://library.nyu.edu/about/Strategic_Plan.pdf

Vision

Values

Two main phases

PHASE 1• Environmental scan

(identify key strategic issues)– External environment

• Issues impacting on the LIS world

– Internal environment• Assessing the organisation

(SWOT analysis)

PHASE 2• Strategic direction

– Setting objectives/goals– Crafting mission and vision

statements– Deciding on values

• Strategy formulation

Departmental strategic planning – aligned to organisation’s strategic plan

Environmental scan

Part 2 aExternal environment

Divide environment into categories

• Demographic• Economics• Political/Legal/Regulatory/legislative• Educational• Sociocultural• Technological• Attitude/Lifestyle• Other, eg LIS trends

The Global Village:Population

The Global Village

Population:

1825: 1 billion

Late 31 October 2011: 7 billion

The Global Village

Nearly all future population growth will be in the world’s less developed countries [Largest % increase in population by 2050 will be in Africa –

double from 1.1 billion to 2.3 billion]

Developing countries will be building the equivalent of a city of

a million people every five days from now to 2050

http://royalsociety.org/policy/projects/people-planet/

The ‘second wave of urbanization’ indicates that most of 9 billion

people in 2050 will live in African and Asian cities where city growth

rates are the highest

http://www.unep.org/urban_environment/PDFs/SustainableResourceEfficientCities.pdf

2012 Global Population

2050 Global Population estimate

Africa (World)

Life expectancy at birth: 58 (70)

Population age < 15: 41% (26%)

Population age > 65: 3% (8%)

Total fertility rate: 4.7 (2.4)

Population living below US $ 2

(R16) per day: 63% (48%)

Source: Population Reference Bureau

Sub-Saharan Africa

More than 1 in 3 adults cannot read

176 million adults are unable to read and

write

47 million youths (ages 15-24) are illiterate

21 million adolescents are not

in school

32 million primary aged children are not

in school eitherSource: African Library Project

Lagos, Nigeria has surpassed Cairo, Egypt

in size with a population of 21 million

(July 2012)

65% - 70% of Africa’s people own a mobile

phone

Stev

e So

ng A

pril

2012

2012 STATE OF THE FUTURE

The Millennium Project

http://www.millennium-project.org/millennium/2012SOF.html

Where are we winning?

• Access to water• Literacy rate• Life expectancy at birth• Poverty $1.25 a day• Infant mortality• Wars • HIV prevalence• Internet users

• GDP/capita• Women in parliaments • School enrollment,

secondary• Energy efficiency• Population growth• Undernourishment

prevalence• Nuclear proliferation

Where are we losing?

• Total debt• Unemployment • Income inequality• Ecological footprint /

biocapacity ratio

• GHG emissions• Terrorist attacks• Voter turnout

Where there is no significant change or change is not clear?

• Corruption• Freedom rights • Electricity from

renewables

• Forest lands • R&D expenditures • Physicians per capita

The Global Village:Generation C

Generation C

• Born after 1990 – adolescent years after 2000 • 18 - 34 year olds• Just now beginning to attend university and enter the

workforce• Highly connected – live “online” most of their waking

hours• Comfortably participate in social networks with several

100 + contacts• Expect fast, reliable connectivity• They are realists, they are materialists

Generation C

• They are culturally liberal, if not politically progressive

• They live with their parents longer than others ever did

• Many of their social interactions take place on the Internet, where they feel free to express their opinions and attitudes

Generation C

• They’ve grown up under the influence of Harry Potter, Barack Obama, and iEverything – iPods, iTunes, iPhones

• Technology is intimately woven into their lives• Connected, communicating, content-centric,

computerised, community-orientated, always clicking

Generation C

• By 2020, they will make up 40% of the population of the USA, Europe and the BRIC countries, and 10% in the rest of the world – and by then, they will constitute the largest group of consumer worldwide

• 95% of them have computers• More than 50% use instant messaging to

communicate, have Facebook pages, and watch videos on YouTube

Like, catch you online, Dude

Fully 95% of all teens 12–17 years old are now online, and 80% of them are users of social media sites, according

to research from the Pew Institute

Higher Education:Key trends & Significant challenges

Horizon Report2012 Higher Education Edition

6 Key trends

• People expect to be able to work, learn, and study whenever and wherever they want to

• The technologies we use are increasingly cloud-based, and our notions of IT support are decentralized

• The world of work is increasingly collaborative, driving changes in the way student projects are structured

6 Key trends

• The abundance of resources and relationships made easily accessible via the Internet is increasingly challenging us to revisit our roles as educators

• Education paradigms are shifting to include online learning, hybrid learning and collaborative models

• There is a new emphasis in the classroom on more challenge-based and active learning

ChallengesLaura Czerniewicz –

University of Cape Town

• Massification of higher education Overall lowering of academic standards Greater mobility for a growing segment of the

populationIncreasing diversified higher education systems

Laura Czerniewicz - UCT

• Pressure to expand Post-secondary education will need to provide

places for an additional 98 million learners over the next 15 years

Daniel (2011) “This would require more than four major universities (30,000 students) to open every week for the next fifteen years.”

Laura Czerniewicz - UCT

• Funding Resource constrained globally New patterns of funding higher education

Laura Czerniewicz - UCT

• Technology Instantaneous communication The global dissemination of research and other

informationExpansion of ICTs

Laura Czerniewicz - UCT

• Demographics Both students and staff will grow and become more

varied Academic activities and roles will become more

diversified & specialisedIn developing countries, the need for more lecturers

will mean that academic qualifications, already rather low, might not improve much and reliance on part-time staff will continue

• Academic mobility

Higher Education in Africa

Higher Education in Africa

Digital landscape

The six technologies featured in the NMC Horizon Report: 2012 Higher Education Edition are placed along

three adoption horizons that indicate likely timeframes for their entrance into mainstream use for teaching, learning,

and creative inquiry.

• Time-to-adoption: One year or less Mobile apps Tablet computing

• Time-to-adoption: two to three years Game-based learning Learning analytics

• Time-to-adoption: Four to five years Gesture-based computingInternet of things

NMC Horizon Report: 2012 Higher Education Edition

http://youtu.be/NyQK2ZucXJI

Web 3.0 is here!

Web 3.0 is here in earnest except that many understand it yet much

less seeing it.

https://ronnie05.wordpress.com/tag/semantic-web/

Google

• Google is developing ‘Semantic Web’ searching styles

• This is when a computer understands what people are saying when they are using jargon and slang expressions

Kindle Textbook Rentals

• Kindle Textbook Rentals lets students pay based on how long they want to use textbooks, with periods ranging from 30 days to 360 days.

• Renting a digital version of textbooks on a Kindle for a month can save students as much as 80 percent of the price of buying the works.

• Started July 2011

Kindle Textbook Rentals

• Amazon boasted having tens of thousands of digitized textbooks from publishers such as John Wiley and Sons, Elsevier and Taylor and Francis.

• Only pay for the time you rent the textbook.• Textbooks can be read on many devices such

as iPads, smartphones, computers, and iPod touch devices.

Kindle Library Lending

• Kindle Library lending will let you take books out on your ereader or Kindle app – started September 2011

• The service, which is available at some 11,000 libraries across the U.S., enables libraries to expand their e-book lending to the nation’s most popular e-reading platform.

But scholarly resources

are locked away in expensive journals

LIS trends

The 2012 State of American Libraries

First-year students (Fall 2011)• 60% do not evaluate the

quality or reliability of information• 75% do not know how to locate research

articles and resources• 44% do not know how to integrate knowledge

from different sources• Information literacy

LIS Trends

Changes in user behaviours and expectations

New roles, new responsibilities

• Improved digital offering• Data curation• Mobile environments• Patron driven e-book acquisition

Staff reductions

• Rapidly changing needs and tightened budgets have made permanent staffing decisions more difficult than ever.

• Some academic libraries have responded by hiring highly specialized professionals or post-docs and sharing their time with other units or departments on campus.

• Other libraries are training existing staff to support new digital initiatives.

Source: Social Media, Libraries, and Web 2.0: How American Libraries Are Using New Tools for Public Relations and to Attract New Users — Fourth Annual Survey, November 2011 (PDF). Columbia, S.C., South Carolina State Library, 2012.

Environmental scan

Part 2 bInternal environment

SWOT analysis: the example of the Indian Library Association

http://www.ifla.org/node/5749

Strategic directionStrategy formulation

Part 3 & 4

Contents

• Political – Central government– Local government

• Economical• Social– Demographic impacts– Socio-economic impacts– Educational impacts

Contents

• Technology- The Digital Revolution- Libraries and the Internet - Ultra-Fast Broadband Rollout- Social Media and Mobility- E-books- Library Management Systems- Open Data and Linked Data- Intellectual Property and Copyright- Censorship

• International Library Trends

Strategies

• Forming strategic alliances and partneringacross regional and national boundaries • Delivering better value public services• Using new technologies to deliver content andservices anytime, any place• Developing leadership and other skills.

Cleveland Public Library Strategic Plan 2012-2014

http://cpl.org/LinkClick.aspx?fileticket=Z1kfdBI8YX8%3d&tabid=110

Scarsdale Public LibraryStrategic Plan 2012 – 2017

http://www.scarsdalelibrary.org/pdf/StrategicPlan.pdf

McMinnville Public LibraryStrategic Plan 2012-2015

http://maclibrary.org/media/ThePlan.pdf

The Henderson County Public Library

Strategic Plan 2012 – 2022

http://www.henderson.lib.nc.us/documents/HCPLstrategicplan.pdf

Virginia Tech University LibrariesStrategic Plan 2012 – 2018

http://www.lib.vt.edu/strategicplan/2012-2018.pdf

UNL University LibrariesStrategic Plan 2012 – 2013

http://libraries.unl.edu/docs/120403_Srategic_plan_2012-13.pdf

Oakland University LibrariesStrategic Plan 2012-2014

http://library.oakland.edu/information/departments/administration/strategic_plan_draft_2012_2014.pdf

Public Library Association Strategic Plan 2010

http://www.ala.org/pla/about/strategicplan

Florida Library Association Strategic Plan 2010

http://www.flalib.org/strategic_plan/FLA%20Strategic%20Plan%202012-13%20Approved%20%20032312.pdf

IFLA Strategic Plan 2010-2015

http://www.ifla.org/files/assets/hq/gb/strategic-plan/2010-2015.pdf

Any questions / comments?