aasl strategic plan review session january 2013 © tecker international, llc 1 aa facilitated by:...

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AASL Strategic Plan Review Session • January 2013 © Tecker International, LLC www.tecker.com 1 AA Facilitated by: Paul D. Meyer President and Co-CEO Tecker International, LLC [email protected] 703.449.9019 www.tecker.com Strategic Plan Review Session January 25, 2013 American Association of School Librarians

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Page 1: AASL Strategic Plan Review Session January 2013 © Tecker International, LLC  1 AA Facilitated by: Paul D. Meyer President and Co-CEO Tecker

AASLStrategic Plan Review Session • January 2013

© Tecker International, LLC • www.tecker.com1

AAAA

Facilitated by:Paul D. Meyer

President and Co-CEOTecker International, LLC

[email protected]

www.tecker.com

Strategic Plan Review Session

January 25, 2013

American Association of

School Librarians

Page 2: AASL Strategic Plan Review Session January 2013 © Tecker International, LLC  1 AA Facilitated by: Paul D. Meyer President and Co-CEO Tecker

AASLStrategic Plan Review Session • January 2013

© Tecker International, LLC • www.tecker.com2

Agenda

Friday, January 25, 8:00 a.m. – 5:00 p.m.Provide Welcoming RemarksProvide Overview of Agenda and Review Strategic Planning ProcessDiscuss Pre-session Survey Results and Identify Key ThemesReview “Assumptions About the Future”Break Review the AASL’s Envisioned Future Lunch – 12:00 noonReview Progress on Current Goals (Outcomes) and Objectives (Direction Setting Statements)BreakDiscuss Strategies in Response to Goals and ObjectivesDiscuss Preparation for Strategic Plan Redo to be Conducted Next YearAdjourn Session – 5:00 p.m.

Page 3: AASL Strategic Plan Review Session January 2013 © Tecker International, LLC  1 AA Facilitated by: Paul D. Meyer President and Co-CEO Tecker

AASLStrategic Plan Review Session • January 2013

© Tecker International, LLC • www.tecker.com3

An AssociationA group of people

who voluntarily come together

to solve common

problems, meet common needs and accomplish common goals.

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The Innovative Association

Sustaining Knowledge

& Using it Well

Defining What Constitutes Value

Earning A Reputation for

Relevance

Leadership

Developing Strategy

•Program•Operational•Structural•Fiscal

Strategic Intent

Implementing, Monitoring &

Adjusting Strategy

Formative Evaluation

Governance

Information Exchange

Brand Behavior

StaffApplying personal,

process, and functional

competencies

BoardDefining what will constitute value & ensuring it's being

received

Page 5: AASL Strategic Plan Review Session January 2013 © Tecker International, LLC  1 AA Facilitated by: Paul D. Meyer President and Co-CEO Tecker

Board Legal Roles and Responsibilities

1. Set organization direction

2. Ensure necessary resources

3. Provide oversight

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Commitment: Consistent and organized focus on important things of high value that require coherent effort over time.

Content: Advocacy- effective clout that influences the beliefs and behaviors of others that affect things that are significant to me; Knowledge – insight that enables me to be successful at things that really matter to me.

Community: Enjoyable shared experience that makes me feel better about myself and my place in the world.

Member’s Actual

Experience

Our “Brand”

Distinguishing Value Proposition of the Innovative Association

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TRUST

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Core PurposeCore Values

Big Audacious GoalVivid Description

Goal Goal Goal Etc.

Objectives

Strategy

Strategy

Strategy

Etc.

SCANConditions, Trends Assumptions & Wild Cards

Action Planning

Resource RequiredKey Events Responsibility Target Date

Capacity &Strategic Position

Adjustment as needed

Annual review &

update

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1. Professional Competition/Structure

2. Global Business / Economic Climate

3. Legislation / Regulation4. Social Values/Demographics5. Technology / Science

Environmental Scan

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Professional Competition and Structure

1. School librarians will increasingly be replaced by paraprofessionals.2. Some traditional responsibilities of school librarians will be replaced

by technology specialists.3. Library professionals will increasingly join technology related

associations rather than library associations.4. There will be an increase in virtual education.5. Technology changes will increasingly provide more convenient

access to library services.6. The profession will need to continue to support the importance of

reading for pleasure.7. Control over the money for technology purchasing will change.8. Highly structured reading programs will continue to have an impact

on the profession.9. As current school librarians retire, there will be a shortage of trained

professionals to fill these positions.10. The teaching role of the school librarians will increase in importance

to ease the interaction with teachers, the curricula, and the school administration.

• ___________________________________________________________

__________________________________________________________________________________________________________________________________________________________________________________________________________________________

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Global Business and Economic Environment

1. The global economy will continue to shift to other countries.2. Outsourcing will continue.3. The U.S. deficit will continue to increase.4. Privatization of services will continue.5. Business will increasingly view education as a potential market.6. Business will increasingly influence testing.7. Technology will continue to influence and change required job skills. 8. The selling of information will continue.9. Copyright issues will continue to become more global.10. The economic gap between “have” and “have-nots” will increase

worldwide. 11. Insufficient number of students will be prepared to enter the

workforce due to a lack of 21st Century skills.12. Attitudes in consumer spending will shift.13. Students will increasingly need skills to solve problems relating to

sustainability and “going green.” ___________________________________________________________

___________________________________________________________________________________________________________________________________________________________________________________________________________________________

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Legislation and Regulation

1. The need for assisting legislators in understanding the value and role of school librarians will increase.

2. Legislation outlining school library staffing requirements will change.3. There will be a greater need to justify the role of school librarians in

assessment and standards. 4. There will be government mandates to fund.5. There will be more groups lobbying for fewer funding dollars.6. The telecom industry will continue to be regulated and provide

broadband access in schools.7. Information filtering will continue to impact access to information.8. Literacy will continue to be a legislative priority.9. Alternative educational paths to school librarianship will grow and

be incorporated into regulations.10. Narrowly focused research in reading and learning will continue to

influence legislation and regulation.11. There will be an increasing need for library media scientific research

in order to secure federal and state funds and grants.12. “No Child Left Behind” will change. ___________________________________________________________

__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

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Demographics and Social Values1. Individuals will increasingly move from profession to profession. 2. School librarianship as a second career will increase.3. The number of school library media specialists entering the profession

from non traditional paths will increase. 4. Views on the accessibility and cost of information will continue to be

impacted by technology (Technology will be a part of everyone’s lives and will affect personal values regarding the accessibility of information - buy vs. borrow).

5. The gap between the “have and have-nots” will increase and impact social values.

6. Resources will be shifted disproportionately to the “have-nots.”7. Changing demographics will continue to impact the profession. 8. Social groups will continue to impact intellectual freedom.9. Libraries will increasingly be viewed as social and community meeting

places. 10. Changing family dynamics will continue to impact how school library

programs serve students. 11. Working at home will continue to increase.12. Home schooling will continue to increase.13. The expectation to pay for access to information will increase.14. Increasingly, school librarians will not reflect the demographics of the

populations that they serve. 15. Increasingly, administrations will not value traditional library services as

part of a basic school curriculum.16. People will continue to have greater access to information from their

homes. _______________________________________________________________

__________________________________________________

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Technology and Science

1. There will be more information available electronically both of high and low quality.

2. The opportunity for global access to information will increase.3. Technological change will continue at an accelerated pace.4. Connectivity to information will increasingly be everywhere and

anytime.5. As a result of technology, anyone can become an information

provider.6. The quantity of information provided by the technology will increase

and does not guarantee its quality.7. Brain research indicates that the processing areas of the brain are

changing which may impact teaching and learning.8. The amount of research will continue to increase, but the quality of

results will continue to decrease.9. Technology will continue to impact the economics of publishing in

both positive and negative ways.10. Personal interactivity through technology will increase.11. There will continue to be disparity between technology tools and

learning outcomes.12. Virtual schools will increase. 13. Technology developments will negatively impact copyright issues.14. Technology purchasing will increasingly fall to technology staff. ___________________________________________________________

_____________________________________________________________________________________________________________

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Core IdeologyThe core ideology clarifies what

doesn’t change for an organization in an environment of rapid and unpredictable change. The core ideology consists of the Core Purpose (Mission) and Core Values.

Core Purpose is a concise statement of the organization’s reason for being.

Core Values are essential and enduring tenets of the organization - a small set of timeless guiding principles.

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AASL’s Core Ideology Core Purpose:To provide leadership for excellence in the school library profession and school library programs.

Core Organizational Values: Commitment to student achievement across the

curriculum. Commitment to the AASL Standards for the 21st Century

Learner. Commitment to state certified school library media

specialists. Dedication to life-long learning. Visionary and responsive leadership. Commitment to organizational excellence and integrity. Strength through member involvement. Inclusiveness of people and ideas. Protection of intellectual freedom. Belief in the power of collaboration. Influence in education decision-making.

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10 +Year Big (Hairy) Audacious Goal Huge challenge with a clear finish line Unifying focal point of effort Clear and compelling A catalyst for team spirit Applies to the entire organization Requires significant time to complete

Vivid Description A vibrant, energizing and

specific description of what itwill be like to achieve theBig Hairy Audacious Goal

Painting a picture of the vision

EnvisionedFuture

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AASL’s Envisioned FutureBig Hairy Audacious Goal (BHAG):To achieve universal recognition of school librarians as indispensable educational leaders. Vivid Description of the Desired Future: The Association AASL is recognized as the voice for all School Librarians. AASL is viewed by members as essential for professional growth. Members fully participate in the programs and services offered by the association. All AASL members are connected to the association. ALA recognizes AASL and its members as important components of the association and the library profession.AASL representation in ALA is proportionate to the number of association members.Every state has an active AASL affiliate.AASL is recognized for advocating excellence in school library programs.Legislative bodies and educational organizations seek AASL’s input on school library issues.AASL is involved in accreditation processes that promote quality programs and content in all schools that educate school librarians.

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AASL’s Envisioned FutureBig Hairy Audacious Goal (BHAG):To achieve universal recognition of school librarians as indispensable educational leaders. Vivid Description of the Desired Future: School Library Programs Every school has a library with at least one full-time certified School Librarians and support staff.Administrators understand the value of and seek to hire certified school librarians for their school libraries.Standards for the 21st Century learner are integrated into school curriculums and assessed throughout the learning process. School library programs are fully funded. School library programs extend beyond the school walls. External stakeholders are advocates for school library programs and school librarians. School Librarians School librarians are active participants in curriculum development and the instructional process. School librarians are recognized as leaders in the planning and integration of educational technology. School librarians are recognized by the community as an integral part of teaching and learning.Teachers are eager to collaborate with school librarians.School librarians are an integral part of the school leadership team.School librarians are advocates for school library media programs on the local, state, and national levels. Students Students and their parents regard the school library media program and its staff as indispensable to the student’s education. Students are proficient in AASL’s Standards for the 21st Century Learner.Students recognize the school librarians as a teacher and value the school library’s program.Students become life-long learners who see libraries as a critical resource.

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AASL’s Envisioned FutureBig Hairy Audacious Goal (BHAG):To achieve universal recognition of school librarians as indispensable educational leaders. Vivid Description of the Desired Future: Students Students and their parents regard the school library program and its staff as indispensable to the student’s education. Students are proficient in AASL’s Standards for the 21st Century Learner.Students recognize the school librarians as a teacher and value the school library’s program.Students become life-long learners who see libraries as a critical resource.

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Goals, Objectives, Metrics, and Goals, Objectives, Metrics, and StrategiesStrategies (1 to 3-5 Year Timeframe)

Goals…Outcomes the organization is committed to achieving; reviewed each year (3-5 years)

Objectives…Desired direction the organization needs to move to accomplish its goals… what would constitute success in observable or measurable terms

Increase… Decrease…Eliminate… Maintain…Enhance/Improve… Achieve…

Metrics …Specific measurements/activities used to quantify success at reaching objectives and goals.

Strategies…Indicates an activity (1 year timeframe) reviewed each year

Promote… Develop… Inform…Identify… Create… Establish…

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Goal Area: Guidelines and Standards

The education community will have a shared vision that AASL's standards and guidelines are a model of excellence for student learning.

Objectives:1.Increase resources for implementing guidelines and standards.2.Increase awareness of the guidelines and standards by strategic stakeholders.3.Increase training opportunities for school librarians.4.Increase outside funding to maximize opportunities for implementation.

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Goal Area: Professional Development

AASL's professional development opportunities are essential, valuable, and available to school librarians.

Objectives:1.Increase professional development opportunities current and new.2.Increase avenues for timely access to professional information and best practices.3.Increase usage of AASL professional development by nonmembers.

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Goal Area: Advocacy

All stakeholders understand and recognize that the school librarian and school library programs are essential to teaching and learning.

Objectives:1.Increase member involvement at all levels: local, state, and national.2.Increase involvement by key external stakeholders.3.Improve ALA’s impact on advancing AASL’s advocacy goals.

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Goal Area: Community

AASL fosters vibrant, inclusive, accessible, and supportive communities for school librarians.

Objectives:1.Increase the number of members participating in AASL and ALA leadership.2.Increase SLs' understanding of the value of AASL.3.Increase support of and communication with state affiliates.4.Increase the diversity of the membership and leadership of AASL.

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Current Condition

Driving Forces (+)

Barriers/Restraining Forces (-)

Goal

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Strategies (Actions)

• Strategies describe how the Organization will commit its resources to accomplishing work toward the goal.

• Strategies serve as a link from long-term planning to annual planning, and are normally part of the annual operational plan and not the strategic long-range plan.

• Strategies bring focus to the annual allocation of resources.

• Strategies set accountability and strategic priorities for employees.

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Mega issues are overriding issues of strategic importance, which cut across multiple goal or outcome areas. They address key strategic questions the organization must answer, illuminating choices the organization must make and the challenges which will need to be overcome in moving toward the Envisioned Future.

They articulate the questions that will need to be asked and answered by the association in the next 3 years.

Mega Issues: Mega Issues: Strategic ThinkingStrategic ThinkingAbout the Relevant FutureAbout the Relevant Future