1. Information and Library Systems Draft Marketing Plan AHEC Libraries & AHEC Digital Library ILS Marketing Committee

2. Information and Library System Draft Marketing Plan 1.Sections of the Marketing Plan 2.What is a marketing plan? 3.Role of the AHEC Libraries and the AHEC Digital Library 4.ADL Financial Overview 5.ADL: Market Overview 6.Key Objectives: Large Group Discussion 7.Opportunities: Small Group Brainstorming 8.Critical Success Factors: Large Group Discussion 9.Competitor Analysis: Large Group Discussion 10.Key Strategies: Large Group Discussion 11.Remaining: Implementation & Assessment Measures Questions or Comments

3. Information and Library System Sections of the Marketing Plan Role of the AHEC Libraries and the AHEC Digital Library Financial Performance Summary Market Description Strategic Planning: Opportunities & Key Issues Strategic Planning: Critical Success Factors & Competition Strategic Planning: Key Objectives & Key Strategies Implementation Assessment Measures

4. Information and Library System What is a Marketing Plan? Why are we developing a marketing plan? Common Elements Outreach/Marketing Team Work The benefits of the process Organize our outreach/marketing Inform stakeholders Understand resource needs Identify competitive advantages Establish objectives and strategies Focus

5. Information and Library System What is a Marketing Plan? “Matching process between an organization’s or company’s capabilities and the wants of the customer.” Information and Library System Resources Mission Clients’ Wants Knowledge & Skills Marketing McDonald, M. (2002). Marketing Plans: How to prepare them, how to use them. Oxford, England: Butterworth Heinemann.

6. Information and Library System What is a Marketing Plan? Definition: “Planned application of marketing resources to achieve marketing objectives” Review Current Market Situation Define Objectives Implementation Create Strategies Identify Opportunities McDonald, M. (2002). Marketing Plans: How to prepare them, how to use them. Oxford, England: Butterworth Heinemann.

7. Information and Library System Role of the AHEC Libraries and the AHEC Digital Library Mission of AHEC Information & Library Systems Definition of ServicesDistinctive CompetenciesFuture Directions

8. Information and Library System ADL Financial Overview A major strategic goal: To provide access to the AHEC Digital Library to all North Carolina health professionals. Two major financial goals for the ADL: 1.Cover the costs of information resources 2.Reserve fund of at least 25 percent of the annual expenditure for ADL information resources. For a non-profit organization – customer satisfaction is proxy for profitability

9. Information and Library System ADL Financial Overview Fiscal YearsMembers’ Payments Expenditures (ADL Resources) Balance 2001-2006$1,9000,492$1,908,818($8,326) AHEC Digital Library Financial Overview 2001-2006 AHEC Digital Library Financial Overview 2006-2007 Fiscal YearsMembers’ Payments Expenditures (ADL Resources) Balance 2006-2007$483,823$455,939$27,884

10. Information and Library System ADL Financial Overview ADL Revenue by Membership Type 2006-2007 Type % of Revenue % Contribution to Fixed Costs (information resources) Hospital Memberships77%81% Individual Paid Memberships13%14% Northwest & Southern (AHEC Region)9%10% Grants & AHEConnect1%

11. Information and Library System ADL: Market Overview Total AHEC Digital Library Members by Type, 2006-2007

12. Information and Library System Market Overview Hospitals There are approximately 137 hospitals in NC that either are or potentially could be ADL members. 107 of these hospitals currently have access to the ADL. Preceptors & Residents 4,105 preceptors have access to the ADL 528 medical resident have access Individual 486 individual paid memberships: 311 basic & 175 enhanced Community Health Facilities & Organizations 22 have ADL memberships

13. Information and Library System Key Objectives: Large Group Discussion Strategic Planning: Key Objectives Given the mission, values, goals, client needs, and market situation – What are our key objectives? What do we want to achieve?

14. Information and Library System Opportunities: Small Group Brainstorming Strategic Planning: Opportunities Given the mission, goals, client needs, and market situation – What are our opportunities? HospitalsPreceptors & Residents Individual Basic, Enhanced Community Health Facilities & Organizations

15. Information and Library System Critical Success Factors: Large Group Discussion Critical Success Factors Critical Success FactorImportance 0-100 A favorable cost-benefit to the provider or institution 100 What are the few key things from the customer’s point-of- view that any competitor has to do right in order to succeed?

16. Information and Library System Competitor Analysis: Large Group Discussion Competitor Analysis: Strengths and Weaknesses CSFADL 1 2 3 4 5 Total Score

17. Information and Library System Key Strategies: Large Group Discussion Strategic Planning: Key Strategies Given our mission, goals, the market situation, our clients’ needs, our critical success factors, our key objectives, and our opportunities – What are our key strategies? How do we plan to achieve our objectives?

18. Information and Library System Remaining: Implementation & Assessment

19. Information and Library System Questions or Comments Information and Library System