Strategic Planning Task Force

Task Force Members: Sherilyn Bird, Jesus Campos, Maribel Castro, Carlyn Gray, Kathryn Hoffman (Co-Chair), Karen Hopkins, Karen Kessel, April Kessler, Meller Langford, Maria Elena Ovalle, David Schuster, Beth Scudder, Patricia Smith, Alice Specht, Loretta Wallace, Richard Wayne (Co-Chair), Jerilynn Williams. Please email hoffman.kathy@mail.com and richardwayne@strategicinformation.com if you have comments, questions, or further input.

Environmental Scan Subcommittee Members: Martha Buckbee, Kathryn Hoffman (Co-Chair), Karen Hopkins, Billy Hoya, Mary Jarvis, Terry Alegria Roper, Richard Wayne (Co-Chair), Syma Zerkow.

Vision, Mission, Values Subcommittee Members: Lisa Ancelet, Lea Brogan, Kathryn Hoffman (Co-Chair), Ann Mason, Gretchen Pruitt, Beth Scudder, Robin Stout, Sara Tebes, Richard Wayne (Co-Chair).

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Some Basic Strategic Planning Definitions25.5 KB
Strategic Planning Process64.22 KB
Environment Scan2.72 MB
Quick Summary - Environmental Scan18.12 KB
Strategic Plan Draft89.18 KB

Page Contents

Current status report

Previous status reports

Statement of work

Timeline

Current Status Report

April 5, 2012:

The SPTF broke into smaller groups to work on the strategic initiatives and their accompanying action items. The entire draft strategic plan (attached above) was accepted by the Executive Board. Now it can be further discussed with membership and potentially voted upon at Council II on April 20, 2012.

The SPTF is seeking further feedback on the plan via the TLA website. The plan will also be discussed by SPTF members at many meetings at Annual Conference - e.g., membership meeting, divisional meetings. The SPTF will also be meeting at Conference to design how to best assess, change, and report on the plan once it's approved.

Previous Status Reports

March 1, 2012 Status:

The values, mission, and vision will stay as described in the February 21st status report. Five new (very rough draft) strategic initiatives were developed. SPTF members will break into small groups to further develop the strategic initiatives and their corresponding action items:

  • Demonstrating the value of libraries and library staff, consider:
    • public relations
    • leadership development
    • (**Loretta Wallace, Carlyn Gray, Karen Hopkins 
  • Understanding the current and evolving environment, demographics,  and needs of TLA members and potential members, consider:
    • career goals and actual job placements of Library School students
    • real-time capability to assess major impacts to the Texas library environment (budgets, employment, etc. - as occurred after the economic recession and the last state legislative session)
    • (**Jesus Campos, Karen Kessel, Alice Specht 
  • Increasing diversity and inclusiveness (**Maribel Castro, Meller Langford, Maria Elena Ovalle) 
  • Forge new relationships and strengthen existing ones to benefit libraries and the people they serve, consider:
    • as done with Texas PTA
    • fostering collaboration
    • (**Sherilyn Bird, Beth Scudder, Jerilynn Williams 
  • Improved integration of technology and education, consider:
    • virtual conference track
    • TLA repository
    • (**David Schuster, April Kessler, Ted Wanner, Chris Jowaisas)

 February 21, 2012 Status:

The Strategic Planning Task Force (SPTF) met via conference call on February 20th. We first reviewed the values and made one change. Then the SPTF refined the mission statement as well as the vision statement as shown below. The February 28th 2:00 PM conference call for the SPTF will address strategic initiatives.

Core Values:

  • Diversity and Inclusiveness
  • Equity of Access to Information
  • Ethical Responsibility and Integrity
  • Excellence in Libraries and Librarianship
  • Intellectual Freedom
  • Literacy and Life Long Learning
  • Social Responsibility and the Public Good 

Mission Statement:

The mission of the Texas Library Association is to empower library personnel and supporters to develop library excellence for the people of Texas.

Vision Statement:

Each and every Texan recognizes the value that libraries bring to their lives.

Texans are proud to have the best libraries in the world. The people of Texas and the governments and organizations that represent them enthusiastically work with libraries to make each one a model of excellence. The people who work for and support Texas libraries add significant value to the information seeking needs of all Texans.

TLA is a positive role model and valued leader, partner, resource, and advocate for Texas libraries. TLA reaches Texas communities, expanding access both physically and virtually, to bring lifelong learning and literacy to the forefront. TLA seeks innovation and sustainability of resources to connect and inspire all Texans to grow, learn, and reach for excellence.

February 6, 2012 Status:

The Strategic Planning Task Force (SPTF) met via conference call on February 3rd. Two parts of the environmental scan were updated (Changing Demographics and School Librarian) based on feedback from this conference call and the revised plan is available above. The feedback on the core values was positive and only one change was suggested (see highlighted portion below): 

Core Values:  

  • Diversity and Inclusiveness
  • Equity of Access to Information
  • Ethical Responsibility and Integrity
  • Excellence in Librarianship and Library Services
  • Intellectual Freedom
  • Literacy and Life Long Learning
  • Social Responsibility and the Public Good 

The SPTF expanded the mission statement as well (see highlighted portion below): 

The mission of the Texas Library Association is to develop library excellence and demonstrate the value of libraries for the people of Texas.

The SPTF started discussing the vision statement, but did not get very far into that discussion. The vision statement is currently:

Vision Statement

Every citizen of Texas recognizes the value that libraries bring to their daily lives.

Texans are proud to have the best libraries in the world. The citizens of Texas and the governments and organizations that represent them enthusiastically work with libraries to make each one a model of excellence. The people who work for and support Texas libraries add significant value to the information seeking needs of Texas citizens.

TLA is a positive role model and valued leader, partner, resource, and advocate for Texas Libraries. TLA reaches Texas communities, expanding access both physically and virtually, to bring lifelong learning and literacy to the forefront. TLA seeks innovation and sustainability of resources to connect and inspire all Texas citizens to grow, learn, and reach for excellence.

The next conference call  is scheduled for February 20, 2012 @ 10:30 AM

January 31, 2012 Status:

A quick summary of the environmental scan report has been attached to this page (see above link). In addition, the agenda for the Strategic Planning Task Force (SPTF) conference call on February 3 has been attached.

January 24, 2012 Status:

The Environmental Scan Subcommittee has completed its work which has culminated in the attached report (see 'tla-ess-final' attachment link above). The primary purpose of the report is to help inform the remaining development of the TLA strategic plan. Some further minor edits may be applied to this document.

January 11, 2012 Status:

The Strategic Planning Task Force (SPTF) has a virtual meeting scheduled for February 3, 2012 @ 2:00 PM to discuss the work done by the two subcommittees. So far, the feedback has been very positive regarding the subcommittee work. The Environmental Scan Subcommittee report will be ready for SPTF review by next week. It's probable that the report will be available for the entire TLA membership shortly after that.

The Vision, Mission, Values Subcommittee has concluded their work for now. Here are the drafts of the statements that it produced for SPTF review:

CORE IDEOLOGY

Core Values: 

  • Diversity and Inclusiveness
  • Equity of Access to Information
  • Ethical Responsibility and Integrity
  • Excellence in Librarianship
  • Intellectual Freedom
  • Literacy and Life Long Learning
  • Social Responsibility and the Public Good

Core Purpose (Mission):

The mission of the Texas Library Association is to develop library excellence and demonstrate the value of libraries.

ENVISIONED FUTURE

25 Year Big Hairy Audacious Goal (BHAG):

Every citizen of Texas recognizes the value that libraries bring to their daily lives.

Vivid Description:

Texans are proud to have the best libraries in the world. The citizens of Texas and the governments and organizations that represent them enthusiastically work with libraries to make each one a model of excellence. The people who work for and support Texas libraries add significant value to the information seeking needs of Texas citizens.

TLA is a positive role model and valued leader, partner, resource, and advocate for Texas Libraries. TLA reaches Texas communities, expanding access both physically and virtually, to bring lifelong learning and literacy to the forefront. TLA seeks innovation and sustainability of resources to connect and inspire all Texas citizens to grow, learn, and reach for excellence.

The steps after discussion of the above statements are very important as well. Those will include the development of strategic initiatives for TLA. The strategic initiatives should drive the operations and the actual work that TLA does in the next several years.

December 20, 2011:

At the December 16 [conference call] meeting of the Vision, Mission, Values Subcommittee, we left the values, mission, and BHAG as was previously reported. We added a vivid description of the big, hairy, audacious goal (BHAG):

Texans are proud to have the best libraries in the world. The citizens of Texas and the governments and organizations that represent them enthusiastically work with libraries to make each one a model of excellence. The people who work for and support Texas libraries add significant value to the information seeking needs of Texas citizens.

TLA is a positive role model and valued leader, partner, resource, and advocate for Texas Libraries. TLA reaches Texas communities, expanding access both physically and virtually, to bring lifelong learning and literacy to the forefront. TLA seeks innovation and sustainability of resources to connect and inspire all Texas citizens to grow, learn, and reach for excellence.

The Environmental Scan Subcommittee is making excellent progress as well. Our last meeting was December 20 via Skype. Several draft sections of the report have been posted for the group as examples. The other sections are well on the way. All draft sections are due on January 2, 2012.

We are compiling a summary of the [strategic planning] survey that was available to all TLA members recently. In total, 1,433 people responded to that survey! That summary will be folded into the environmental scan report for the Strategic Planning Task Force. It may also be expanded via another instrument at a future time.

December 5th, 2011:

The TLA strategic plan membership survey closed on November 30, 2011. There were a total of 1433 responses. Thanks to Chris Jowaisas for his valuable assistance with this effort

The two subcommittees are making excellent progress. They used data from the Strategic Planning Task Force webinar as well as the membership survey to assist in their work. Both subcommittees should be ready to submit their recommendations to the main Strategic Planning Task Force (SPTF) by mid-January. After the SPTF works with this information, it will be discussed with the membership at Annual Conference and Annual Assembly.

The Environmental Scan Subcommittee has reviewed numerous information sources. We are currently working on the following sections to the environmental scan report:

  • Introduction
  • National and Texas economy and library funding
  • Employment opportunities for librarians nationally and in Texas
  • Proving value / accountability
  • Continuously evolving technology, including social networking
  • Diminishing physical and exploding digital collections, including creating local digital collections
  • Changing demographics of Texas and the changing nature of library patron’s expectations
  • The changing demographics of TLA
  • Continuous reinvention of our libraries
  • The national movement to have only certified school librarians
  • Survey summary

The Vision, Mission, Values Subcommitteehas held a number of conference calls and webinars. Thanks to Ted Wanner for his valuable assistance with these events. The draft values are:

  • Diversity and Inclusiveness
  • Equity of Access to Information
  • Ethical Responsibility and Integrity
  • Excellence in Librarianship
  • Intellectual Freedom
  • Literacy and Life Long Learning
  • Social Responsibility and the Public Good

The draft mission statement is:

The mission of the Texas Library Association is to develop library excellence and demonstrate the value of libraries.

A big part of the visioning process will be what Jim Collins and Jerry Porras label the 'Big Hairy Audacious Goal' or BHAG. This is still in process, but here's what we have so far:

Every citizen of Texas recognizes the value that libraries bring to their daily lives.

Please keep in mind that much of this work may be modified before it becomes finalized.

November 8th, 2011:

  • Strategic planning survey launched with 297 responses to date
  • Vision, mission, values subcommittee focusing on revised values for TLA
  • Environmental scan subcommittee focusing on recent Texas library budget and employment data. If you are aware of a good source for recent school library data, please email richardwayne@strategicinformation.com

October 17th, 2011:

  • Parameters for new strategic plan agreed to by Strategic Planning Task Force (SPTF)
  • Environmental Scan Subcommittee (ESS) established and started work
  • Vision, Mission, Values Subcommittee (VMVS) established and started work
  • Webinar with SPTF to reiterate goals and to gather input
  • TLA strategic planning member survey ready for distribution
  • MyTLA  groups established and txla.org web presence ready for public

Statement of Work

TLA's current strategic plan was developed over two years ago. Although many of the ideas expressed within the plan are still relevant, it's time to re-examine the entirety of the plan in light of today’s (and tomorrow's) shifting realities. We are looking at the values, vision, mission, and the plan itself from a fresh perspective. We hope to have completely new or revised versions of these important planning components - and a fresh three year strategic plan -  finished no later than Annual Assembly in July, 2012.

Three groups have been established to accomplish this endeavor. The first group is the Strategic Planning Task Force. This group is composed of the TLA Executive Board, TLA’s four division Councilors, and two Co-Chairs. The group’s main responsibilities are to set the guidelines for this strategic planning cycle, provide extensive feedback, and to ensure that the strategic plan development process stays on track.

The second group is the Environmental Scan Subcommittee. This group will be gathering and discussing background information in TLA's environment that will help us to better understand information and trends that could shape our future. The end product is a report due before the end of the calendar year.

The third group is the Vision, Mission, and Values Subcommittee.This group’s purpose is to review TLA’s current vision mission and values statements and redefine and refocus these components as appropriate. The end product will be specific recommendations for these components.

Both subcommittees have members from diverse types of libraries. We also intend to get as much input as possible from the greater TLA membership. This started at last summer’s Annual Assembly, will include sessions at 2012 Annual Conference, and will culminate with next summer’s Annual Conference. Another major piece of our information gathering is a survey for the membership.

Timeline

A graphic that represents the strategic planning process and the associated timeline is found below:

 Strategic Planning Process

Created on Sep 1, 2011 | Last updated April 05, 2012