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Training Workshop Session 1: Strategic Planning Esté Retief Planner and Quality Assurance Specialist 17 November 2012

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1 Training Workshop Session 1: Strategic Planning Esté Retief Planner and Quality Assurance Specialist 17 November 2012 http://listrends.blogspot.comhttp://listrends.blogspot.com retiee@unisa.ac.zaretiee@unisa.ac.za

2 What is this workshop about? It is about strategic planning The Village Group

3 What is strategic planning?

4 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, 2 nd edition, p.11. ISBN: 978-1-78052-520-4 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, 2 nd edition, p.11. ISBN: 978-1-78052-520-4

5 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. 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.

6 What will this workshop cover? 1.Strategic management process 2.Environmental analysis 3.Strategic direction 4.Strategy formulation 1.Strategic management process 2.Environmental analysis 3.Strategic direction 4.Strategy formulation

7 Strategic management process Part 1

8 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, 2 nd edition, p. 12. ISBN: 978-1-78052-520-4 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, 2 nd edition, p. 12. ISBN: 978-1-78052-520-4

9 Who is responsible for strategic planning?

10

11 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 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

12 Mission (Mission statement) A written declaration of an organization's core purpose and focus that normally remains unchanged over time. Business Dictionarydeclarationorganization's http://www.businessdictionary.com/definition/vision- statement.html A written declaration of an organization's core purpose and focus that normally remains unchanged over time. Business Dictionarydeclarationorganization's http://www.businessdictionary.com/definition/vision- statement.html

13 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, 2 nd edition, p. 154. ISBN: 978-1-78052-520-4 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, 2 nd edition, p. 154. ISBN: 978-1-78052-520-4

14 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 Dictionarydescription organizationachieve accomplishlong-term http://www.businessdictionary.com/definition/vision- statement.html An aspirational description of what an organization would like to achieve or accomplish in the mid-term or long-term future. Business Dictionarydescription organizationachieve accomplishlong-term http://www.businessdictionary.com/definition/vision- statement.html

15 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, 2 nd edition, p. 155. ISBN: 978-1-78052-520-4 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, 2 nd edition, p. 155. ISBN: 978-1-78052-520-4

16 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 Dictionaryprinciplesorganization'sconductrelationshipcustomerspartnersshareholders http://www.businessdictionary.com/definition/corporate-values.html The operating philosophies or principles that guide an organization's internal conduct as well as its relationship with its customers, partners, and shareholders. Business Dictionaryprinciplesorganization'sconductrelationshipcustomerspartnersshareholders http://www.businessdictionary.com/definition/corporate-values.html

17 EXAMPLES Vision, Mission & Values

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

19 Vision & Mission

20 Values

21 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 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

22 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.

23 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

24 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

25 Mission statement

26 Vision statement

27 Values

28

29 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 Strategic direction – Setting objectives/goals – Crafting mission and vision statements – Deciding on values Strategy formulation Departmental strategic planning – aligned to organisation’s strategic plan

30 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 Dictionary http://www.businessdictionary.com/definition/corpor ate-strategy.html The overall scope and direction of a corporation and the way in which its various business operations work together to achieve particular goals. Business Dictionary http://www.businessdictionary.com/definition/corpor ate-strategy.html

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

32

33

34 Vision

35 Values

36 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) 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

37 Environmental scan Part 2 a External environment

38 Divide environment into categories Demographic Economics Political/Legal/Regulatory/legislative Educational Sociocultural Technological Attitude/Lifestyle Other, eg LIS trends Demographic Economics Political/Legal/Regulatory/legislative Educational Sociocultural Technological Attitude/Lifestyle Other, eg LIS trends

39 The Global Village: Population

40 The Global Village Population: 1825: 1 billion Late 31 October 2011: 7 billion Population: 1825: 1 billion Late 31 October 2011: 7 billion

41 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]

42 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/

43 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

44 2012 Global Population

45 2050 Global Population estimate

46 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%) Population living below US $ 2 (R16) per day: 63% (48%) Source: Population Reference Bureau

47 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 either Source: African Library Project

48

49 Lagos, Nigeria has surpassed Cairo, Egypt in size with a population of 21 million (July 2012) 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

50

51 Steve Song April 2012

52 2012 S TATE OF THE F UTURE The Millennium Project http://www.millennium-project.org/millennium/2012SOF.html

53 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

54 Where are we losing? Total debt Unemployment Income inequality Ecological footprint / biocapacity ratio GHG emissions Terrorist attacks Voter turnout

55 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

56 The Global Village: Generation C

57 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

58 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

59 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

60 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

61 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

62 Higher Education: Key trends & Significant challenges

63 Horizon Report Horizon Report 2012 Higher Education Edition

64 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

65 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

66 Challenges Laura Czerniewicz – University of Cape Town Massification of higher education  Overall lowering of academic standards  Greater mobility for a growing segment of the population  Increasing diversified higher education systems

67 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.”

68 Laura Czerniewicz - UCT Funding  Resource constrained globally  New patterns of funding higher education

69 Laura Czerniewicz - UCT Technology  Instantaneous communication  The global dissemination of research and other information  Expansion of ICTs

70 Laura Czerniewicz - UCT Demographics  Both students and staff will grow and become more varied  Academic activities and roles will become more diversified & specialised  In 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

71 Higher Education in Africa

72

73 Digital landscape

74

75 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.

76 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 computing  Internet of things

77 NMC Horizon Report: 2012 Higher Education Edition http://youtu.be/NyQK2ZucXJI

78 Web 3.0 is here! Web 3.0 is here in earnest except that many understand it yet much less seeing it.

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

80

81 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

82 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. Kindle Started July 2011

83 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.

84 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.

85 But scholarly resources are locked away in expensive journals

86

87 LIS trends

88 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

89 LIS Trends Changes in user behaviours and expectations

90 New roles, new responsibilities Improved digital offering Data curation Mobile environments Patron driven e-book acquisition

91 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.

92 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.

93 Environmental scan Part 2 b Internal environment

94

95 SWOT analysis: the example of the Indian Library Association http://www.ifla.org/node/5749

96 Strategic direction Strategy formulation Part 3 & 4

97

98 Contents Political – Central government – Local government Economical Social – Demographic impacts – Socio-economic impacts – Educational impacts

99 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

100 Strategies Forming strategic alliances and partnering across regional and national boundaries Delivering better value public services Using new technologies to deliver content and services anytime, any place Developing leadership and other skills.

101 Cleveland Public Library Strategic Plan 2012-2014 http://cpl.org/LinkClick.aspx?fileticket=Z1kfdBI8YX8%3d&tabid=110

102 Scarsdale Public Library Strategic Plan 2012 – 2017 http://www.scarsdalelibrary.org/pdf/StrategicPlan.pdf

103 McMinnville Public Library Strategic Plan 2012-2015 http://maclibrary.org/media/ThePlan.pdf

104 The Henderson County Public Library Strategic Plan 2012 – 2022 http://www.henderson.lib.nc.us/documents/HCPLstrategicplan.pdf

105 Virginia Tech University Libraries Strategic Plan 2012 – 2018 http://www.lib.vt.edu/strategicplan/2012-2018.pdf

106 UNL University Libraries Strategic Plan 2012 – 2013 http://libraries.unl.edu/docs/120403_Srategic_plan_2012-13.pdf

107 Oakland University Libraries Strategic Plan 2012-2014 http://library.oakland.edu/information/departments/administration/str ategic_plan_draft_2012_2014.pdf

108 Public Library Association Strategic Plan 2010 http://www.ala.org/pla/about/strate gicplan

109 Florida Library Association Strategic Plan 2010 http://www.flalib.org/strategic_plan/ FLA%20Strategic%20Plan%202012- 13%20Approved%20%20032312.pdf

110 IFLA Strategic Plan 2010-2015 http://www.ifla.org/files/assets/hq/g b/strategic-plan/2010-2015.pdf

111 Any questions / comments?


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