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Vivienne Piroli
            Deputy Library Director
                  Simmons College

                  Shanti Freundlich
         Research Services Librarian
August             Simmons College
2012
1. Identify + articulate the purpose, scope, goals, and
   resources of a priority in order to transform it into an
   actionable project.

2. Generate project documentation in order to structure a
   high volume of library initiatives.

3. Prepare to implement an effective cross-functional
   project management approach in order to encourage
   non-hierarchical leadership throughout the library.
A bit of context.

DIY Activities.

Lessons Learned.

Wrap up.
Simmons College
• Small, liberal arts college in Boston, MA.
• Over 1,900 undergraduate women.
• Over 3,000 graduate women and men.


Beatley Library
• During the Priority Groups projects,
  we had 24.6 FTE in the library.
• 21 professional librarians and
  paraprofessional library assistants
  served on Priority Groups.
• Professional librarians were each on
  three groups.
• Library assistants were each on two
  groups.
Planning                Write Project Definitions

                                           2nd iteration
               Brainstorming
                                                                               Implementation
Initial Plan



                                                                                       Go Live!
                Evaluation

                                                                     Recommendations
                       Future Directions
Streaming Media.
Support Online Learning.
Library Services Needs Assessment.
Policies and Information Audit.
Patron Driven Acquisitions.
LibGuides.
Internal Information Architecture.
Journal Article Acquisition.
Collection Development Policy.
Discovery Systems.
Access to Archival + DIR Collections.
Accomplishment Highlights:

• Analyzed current PDA practices and strategies in
  order to define and describe the options, and to
  recommend next steps to pilot.

• Based on PDA practices, created a Purchase
  Inclusion Checklist to streamline request
  approvals, to assist the Collection Development
  group, and to set up profiles in pilot e-Book PDA
  system and GIST.

• Successful chose a PDA pilot program.
Accomplishment Highlights:

• Created a three-tiered Collection Development Policy
  model.
• A draft of tier one was approved and shared with all
  Library staff.
• A draft of the tier-two outline was developed and
  approved.
• Several segments of tier two were drafted, including
  some that were influenced by the work of other
  priority groups.
• Created a timeline for completing the second tier and
  developing the third tier.
Accomplishment Highlights:
• Based on literature review, background data, and
  product trials, recommended Swank’s Digital
  Campus product for feature films, VAST:
  Academic Video Online for documentary films,
  and Classical Music Library for music.

• Created a library how-to guide to finding and
  using streaming media.

• Marketed collaboratively with Academic
  Technology; and providing outreach and training
  to faculty.

• Followed best practices for streaming media in
  academic libraries; including recommending
  collection- and title-level access to the videos in
  the VAST collection.
The Simmons College Mission:
To provide transformative learning
that links passion with lifelong
purpose.

             The Simmons Library Mission:
             Beatley Library connects the
             Simmons College community to
             information, discovery, and
             learning.
Information
           Literacy


Resource
Management             Discovery


         Engagement
              +
          Outreach
Information
                Literacy    Patron Driven
                            Acquisitions

Discovery
            Resource        Streaming Media
            Management
                            Collection
            Engagement
                            Development Policy
                 +
             Outreach
•   Write down 3 potential drivers:"big
    picture" ideas, constant to-do items,
    concepts from ShareAcademy, etc.

•   Give each potential priority a driver.
• How does [this idea] support my library's
  driving principles?

• How does my functional area support
  [this idea]?
WHAT WE'LL DO + WHY.

        AND

  DEFINE YOUR OWN
   SUCCESSFUL END.
“The priority has been successfully met when this
group presents a recommendation for pilots and/or
systems to implement in the next fiscal year.”

“The priority will be successfully met with the completion of a
three-tiered collection development policy model, the draft
and approval of tier one, the design and completion of at least
three segments of tier two, and the proposal of timelines for
completing tiers two and three.”


“The Streaming Media group will make
recommendations for the acquisition and
implementation of appropriate media collections
and platforms for media delivery.”
Write down your favorite DIY Priority, and your name.

Pass it to the left.

Write down 1 thing the group will accomplish.

Pass it to the left.

Write down 1 reason why this project will benefit a library.

Pass it to the left.

Write down 1 thing that must be done to complete this
project.

Pass it to the left.
Take the "pie" out of the sky
and turn it into a recipe.


Articulate what you are
definitely doing AND not doing.
Project Definition

   Task Sheet

   Final Summary



You're welcome to use and
adapt these templates; let us
know how you're using them!
Purpose

Goals + Objectives

Scope

Tentative Timeline

Summary Statement
Task Definition

Schedule

Responsible

Accountable

Support

Informed

Consulted
Summary

   Assessment of
      Objectives

Recommendations
• Provides an organizational structure.

• Offers consistency across groups.

• Intent, action, and results are evident at a
  glance.

• Library administration can easily view the
  progress and status of any project.

• Helps to manage resources and time.
Working in groups of 3-4, look at the project
definition document and think about a priority for
your library:

• What resources would help you complete the
  definition document? Are some headings
  challenging? Why?

• Are there headings you would omit or others that
  you would add?
• Structure groups for variety of perspectives
  and experience, not for comprehensive
  representation.

• Maximize all available resources.

• Generate a culture of collaboration.

• Provide connections between priorities.

• Link individual functional work to big-picture
  ideas.
• Appoint coordinators with project administrative
  responsibilities.
• Develop a steering group of project coordinators.
• Communicate progress to library administration and
  across the library staff.
• Refer to the RASIC outline in the Task Responsibility
  Matrix.
In groups of 3-4, discuss strategies you
would use to:
• Create cross-functional teams
• Facilitate non-hierarchical decision
  making
Defining goals clearly.
Creating cross-functional groups.
Developing collaborative work opportunities.
Accomplishing a large volume of work in one
year.
Using all available resources.
Linking big ideas to individual functional work.
Sharing diverse points of view.
Encouraging information transfer through
librarians being on multiple priority groups.
Standardizing the documentation for all groups.
Ensuring we don’t emphasize process over
deliverables.

Balancing the work of the priority groups
with other projects and functional
responsibilities.

Understanding clearly how a priority differs
from a project and from regular workflows.

Offering and sharing more regular updates
on the status of priority projects across the
staff.
Priority group structure?

Priority project work?

Other lessons learned?
Vivienne Piroli
Deputy Library Director
vivienne.piroli@simmons.edu

Shanti Freundlich
Research Services Liaison Librarian
shanti.freundlich@simmons.edu

Simmons Library
www.simmons.edu/library
1.    flickr/vancouver 477/Rick E Dick
3.    flickr/long division/Marty Desilets
10.   flickr/Untitled [Explored]/Dave Morrow
15.   flickr/vancouver 216/Rick E Dick
17.   flickr/minimal#18/Namelas Frade
18.   flickr/Apple Pie/Vita Arina
19.   flickr/Brainstorm/Marcos C.
23.   flickr/More(fle)tti/Jean Lemoine
25.   flickr/Crayon Test/Paul Stein
26.   flickr/Well isn’t this nice/Silke Gerstenkorn
30.   flickr/Weconomy: un cervello di cervelli/weconomy book
31.   flickr/hello?/splityarn

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Share academy prioritygroupsslides

  • 1. Vivienne Piroli Deputy Library Director Simmons College Shanti Freundlich Research Services Librarian August Simmons College 2012
  • 2. 1. Identify + articulate the purpose, scope, goals, and resources of a priority in order to transform it into an actionable project. 2. Generate project documentation in order to structure a high volume of library initiatives. 3. Prepare to implement an effective cross-functional project management approach in order to encourage non-hierarchical leadership throughout the library.
  • 3. A bit of context. DIY Activities. Lessons Learned. Wrap up.
  • 4. Simmons College • Small, liberal arts college in Boston, MA. • Over 1,900 undergraduate women. • Over 3,000 graduate women and men. Beatley Library • During the Priority Groups projects, we had 24.6 FTE in the library. • 21 professional librarians and paraprofessional library assistants served on Priority Groups. • Professional librarians were each on three groups. • Library assistants were each on two groups.
  • 5. Planning Write Project Definitions 2nd iteration Brainstorming Implementation Initial Plan Go Live! Evaluation Recommendations Future Directions
  • 6. Streaming Media. Support Online Learning. Library Services Needs Assessment. Policies and Information Audit. Patron Driven Acquisitions. LibGuides. Internal Information Architecture. Journal Article Acquisition. Collection Development Policy. Discovery Systems. Access to Archival + DIR Collections.
  • 7. Accomplishment Highlights: • Analyzed current PDA practices and strategies in order to define and describe the options, and to recommend next steps to pilot. • Based on PDA practices, created a Purchase Inclusion Checklist to streamline request approvals, to assist the Collection Development group, and to set up profiles in pilot e-Book PDA system and GIST. • Successful chose a PDA pilot program.
  • 8. Accomplishment Highlights: • Created a three-tiered Collection Development Policy model. • A draft of tier one was approved and shared with all Library staff. • A draft of the tier-two outline was developed and approved. • Several segments of tier two were drafted, including some that were influenced by the work of other priority groups. • Created a timeline for completing the second tier and developing the third tier.
  • 9. Accomplishment Highlights: • Based on literature review, background data, and product trials, recommended Swank’s Digital Campus product for feature films, VAST: Academic Video Online for documentary films, and Classical Music Library for music. • Created a library how-to guide to finding and using streaming media. • Marketed collaboratively with Academic Technology; and providing outreach and training to faculty. • Followed best practices for streaming media in academic libraries; including recommending collection- and title-level access to the videos in the VAST collection.
  • 10. The Simmons College Mission: To provide transformative learning that links passion with lifelong purpose. The Simmons Library Mission: Beatley Library connects the Simmons College community to information, discovery, and learning.
  • 11. Information Literacy Resource Management Discovery Engagement + Outreach
  • 12. Information Literacy Patron Driven Acquisitions Discovery Resource Streaming Media Management Collection Engagement Development Policy + Outreach
  • 13. Write down 3 potential drivers:"big picture" ideas, constant to-do items, concepts from ShareAcademy, etc. • Give each potential priority a driver.
  • 14. • How does [this idea] support my library's driving principles? • How does my functional area support [this idea]?
  • 15. WHAT WE'LL DO + WHY. AND DEFINE YOUR OWN SUCCESSFUL END.
  • 16. “The priority has been successfully met when this group presents a recommendation for pilots and/or systems to implement in the next fiscal year.” “The priority will be successfully met with the completion of a three-tiered collection development policy model, the draft and approval of tier one, the design and completion of at least three segments of tier two, and the proposal of timelines for completing tiers two and three.” “The Streaming Media group will make recommendations for the acquisition and implementation of appropriate media collections and platforms for media delivery.”
  • 17. Write down your favorite DIY Priority, and your name. Pass it to the left. Write down 1 thing the group will accomplish. Pass it to the left. Write down 1 reason why this project will benefit a library. Pass it to the left. Write down 1 thing that must be done to complete this project. Pass it to the left.
  • 18. Take the "pie" out of the sky and turn it into a recipe. Articulate what you are definitely doing AND not doing.
  • 19. Project Definition Task Sheet Final Summary You're welcome to use and adapt these templates; let us know how you're using them!
  • 20. Purpose Goals + Objectives Scope Tentative Timeline Summary Statement
  • 22. Summary Assessment of Objectives Recommendations
  • 23. • Provides an organizational structure. • Offers consistency across groups. • Intent, action, and results are evident at a glance. • Library administration can easily view the progress and status of any project. • Helps to manage resources and time.
  • 24. Working in groups of 3-4, look at the project definition document and think about a priority for your library: • What resources would help you complete the definition document? Are some headings challenging? Why? • Are there headings you would omit or others that you would add?
  • 25. • Structure groups for variety of perspectives and experience, not for comprehensive representation. • Maximize all available resources. • Generate a culture of collaboration. • Provide connections between priorities. • Link individual functional work to big-picture ideas.
  • 26. • Appoint coordinators with project administrative responsibilities. • Develop a steering group of project coordinators. • Communicate progress to library administration and across the library staff. • Refer to the RASIC outline in the Task Responsibility Matrix.
  • 27. In groups of 3-4, discuss strategies you would use to: • Create cross-functional teams • Facilitate non-hierarchical decision making
  • 28. Defining goals clearly. Creating cross-functional groups. Developing collaborative work opportunities. Accomplishing a large volume of work in one year. Using all available resources. Linking big ideas to individual functional work. Sharing diverse points of view. Encouraging information transfer through librarians being on multiple priority groups. Standardizing the documentation for all groups.
  • 29. Ensuring we don’t emphasize process over deliverables. Balancing the work of the priority groups with other projects and functional responsibilities. Understanding clearly how a priority differs from a project and from regular workflows. Offering and sharing more regular updates on the status of priority projects across the staff.
  • 30. Priority group structure? Priority project work? Other lessons learned?
  • 31. Vivienne Piroli Deputy Library Director vivienne.piroli@simmons.edu Shanti Freundlich Research Services Liaison Librarian shanti.freundlich@simmons.edu Simmons Library www.simmons.edu/library
  • 32. 1. flickr/vancouver 477/Rick E Dick 3. flickr/long division/Marty Desilets 10. flickr/Untitled [Explored]/Dave Morrow 15. flickr/vancouver 216/Rick E Dick 17. flickr/minimal#18/Namelas Frade 18. flickr/Apple Pie/Vita Arina 19. flickr/Brainstorm/Marcos C. 23. flickr/More(fle)tti/Jean Lemoine 25. flickr/Crayon Test/Paul Stein 26. flickr/Well isn’t this nice/Silke Gerstenkorn 30. flickr/Weconomy: un cervello di cervelli/weconomy book 31. flickr/hello?/splityarn