4 - Develop Master Library Plan
When we support pilot research for library project leaders, we produce evidence on what is and what is possible. Basically, our master library plans convert that evidence into institutional action or strategic service planning reports.
Yes, the fourth discipline is master planning; taking the time with a strong methodology to build an outcomes based future. For example, a master library plan establishes the phasing, scheduling, resource allocation, budget framework, financing strategy, fundraising opportunities, grantmaking path, and service priorities. It outlines the requirements to implement repository access strategy over multiple years.
This plan should include both physical and digital collections acquisitions. It recognizes that the physical library, and the digital library have many of the same institutional issues; resources, staff time, systems support, capital investment, preservation planning, and user education.
Through our methodology we sequence the decisions and timelines.
5 - Sell the Idea Through Library Service Plan
Research Library projects fail when they are presented only as facilities projects and not as integrated service models.
The fifth discipline is the library service plan. This is the document that connects repository decisions to institutional value and solid outcomes. It explains why the library research collection is needed, how the collection will be used, what services will be provided, what technologies are required, and what time and funds required.
The service plan addresses the physical and digital programming needs. It defines user behavior and/or functional service planning for the repository. Basically, we focus on actual and potential collection usage, user behavior, access expectations, staff capabilities, operations, overlaps, and quantifiable outcomes. The idea needs to be a no-brainer; you probably already know the answer / now is the time to act on it.
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