morgan
TRANSCRIPT
CAMBRIDGE UNIVERSITY LIBRARY
1'Developing a Business Plan for DSpace@Cambridge' SPARC, Washington DC, 19 Nov 2004
Developing a Business Planfor DSpace@Cambridge
Peter Morgan Julie Walker Project Director Project Liaison DSpace@Cambridge DSpace@Cambridge Cambridge University Library MIT Libraries
CAMBRIDGE UNIVERSITY LIBRARY
2'Developing a Business Plan for DSpace@Cambridge' SPARC, Washington DC, 19 Nov 2004
Outline
• business plan fundamentals• DSpace@Cambridge project• business plan components• what's next?• conclusions
CAMBRIDGE UNIVERSITY LIBRARY
3'Developing a Business Plan for DSpace@Cambridge' SPARC, Washington DC, 19 Nov 2004
Business plan fundamentals• a business plan …
– is part of strategic planning process– contributes to organizational sustainability– is iterative, not linear– integrates different elements…
CAMBRIDGE UNIVERSITY LIBRARY
4'Developing a Business Plan for DSpace@Cambridge' SPARC, Washington DC, 19 Nov 2004
Business plan fundamentals• the elements of a business plan include
– vision and goals– service definition– market research– organizational structure – operations plan– cost model– revenue model– communications & PR– evaluation and ongoing market review
CAMBRIDGE UNIVERSITY LIBRARY
5'Developing a Business Plan for DSpace@Cambridge' SPARC, Washington DC, 19 Nov 2004
DSpace@Cambridge
• 3-yr project (to Dec 2005) funded by Cambridge-MIT Institute
• collaboration between Cambridge (Library + Computing Service) and MIT Libraries
• project vision and goals– establish institutional repository– develop functionality of DSpace platform
(digital preservation & learning management systems)– create business plan– collaborate with others
CAMBRIDGE UNIVERSITY LIBRARY
6'Developing a Business Plan for DSpace@Cambridge' SPARC, Washington DC, 19 Nov 2004
DSpace@Cambridge business plan
• project funding ends Dec 2005• business plan will support sustainable
service• consultants commissioned• business plan must be context-sensitive• methodology potentially useful elsewhere
CAMBRIDGE UNIVERSITY LIBRARY
7'Developing a Business Plan for DSpace@Cambridge' SPARC, Washington DC, 19 Nov 2004
Business plan components
… let's look in more detail at the planning process…
CAMBRIDGE UNIVERSITY LIBRARY
8'Developing a Business Plan for DSpace@Cambridge' SPARC, Washington DC, 19 Nov 2004
Business plan components - service definition
• review of existing information• service model definition
– input from library and computing service staff– interviews with early adopters– interviews with potential users– staffing considerations
• place within overall business plan• place within overall library service
strategy and organizational structure
CAMBRIDGE UNIVERSITY LIBRARY
9'Developing a Business Plan for DSpace@Cambridge' SPARC, Washington DC, 19 Nov 2004
Business plan components- market research
• survey goals– confirm service
definition– test attitudes and
understanding– acquire demographic
data– size market – gauge marketing
channels
• survey design and distribution issues – pilot version– target audience– distribution methods– online v. hardcopy– timing
CAMBRIDGE UNIVERSITY LIBRARY
10'Developing a Business Plan for DSpace@Cambridge' SPARC, Washington DC, 19 Nov 2004
Business plan components - cost models
• cost categories, especially…– staffing– hardware
• derived from service definition• range of options (minimal service full
range of features and services)
CAMBRIDGE UNIVERSITY LIBRARY
11'Developing a Business Plan for DSpace@Cambridge' SPARC, Washington DC, 19 Nov 2004
Business plan components - revenue models
• should reflect market research• identify local constraints
– financial– political– cultural
• think creatively - question conventional wisdom
CAMBRIDGE UNIVERSITY LIBRARY
12'Developing a Business Plan for DSpace@Cambridge' SPARC, Washington DC, 19 Nov 2004
What's next?
• (reprise) the elements of a business plan include– vision and goals– service definition– market research– organizational structure – operations plan– cost model– revenue model– communications & PR– evaluation and ongoing market review
CAMBRIDGE UNIVERSITY LIBRARY
13'Developing a Business Plan for DSpace@Cambridge' SPARC, Washington DC, 19 Nov 2004
Conclusions
• business planning is important• each institution is different• listen to the customer/educate the market• all institutions have fundamental choices
– policies– service definition– local constraints
• need to share business plans– will establish consensus and reveal patterns that others
can adopt/adapt
CAMBRIDGE UNIVERSITY LIBRARY
14'Developing a Business Plan for DSpace@Cambridge' SPARC, Washington DC, 19 Nov 2004
Contacts
Peter Morgan <[email protected]>
Julie Walker <[email protected]>
* * * * * * * * * *Apto Consulting Limited
Lucio Cicolecchia <[email protected]>
Oliver Hill <[email protected]>