Library Board Strategic Packet - 6/17/2015
CITY OF MUSKEGO
LIBRARY BOARD STRATEGIC PLANNING
COMMITTEE AGENDA
June 17, 2015
5:00 PM
Library Conference Room, S73 W16663 Janesville
Road
CALL TO ORDER
PLEDGE OF ALLEGIANCE
ROLL CALL
STATEMENT OF PUBLIC NOTICE
PUBLIC COMMENT
APPROVAL OF MINUTES from June 3, 2015
CHAIRPERSON’S REPORT
NEW BUSINESS
Review WiLS Strategic Plan Development, Consulting and Facilitation Services
document.
COMMUNICATIONS AND MISCELLANEOUS BUSINESS AS AUTHORIZED BY LAW
ADJOURNMENT
NOTICE
PLEASE NOTE: It is possible that members of and possibly a quorum of members of other governmental bodies of the municipality
may be in attendance at the above-mentioned meeting to gather information; no action will be taken by any governmental body at
the above-stated meeting other than the governmental body specifically referred to above in this notice.
Upon reasonable notice, efforts will be made to accommodate the needs of disabled individuals through appropriate aids and
services. For additional information or to request this service, contact Muskego City Hall, (262) 679-4100.
Unapproved
CITY OF MUSKEGO
LIBRARY BOARD STRATEGIC PLANNING
COMMITTEE MINUTES
June 3, 2015
4:45 PM
Library Conference Room, S73 W16663
JANESVILLE RD
CALL TO ORDER
Chairperson Boschert called the meeing to order at 4:45PM.
PLEDGE OF ALLEGIANCE
ROLL CALL
Present: Trustees Boschert, Konkel, Tomaszewski, and Library Director Loeffel. Trustee
Buckmaster was excused. Also present: Bruce Smith of WiLS joined by telephone.
STATEMENT OF PUBLIC NOTICE
Director Loeffel stated that the meeting was noticed in accordance with the Open Meeting Law.
PUBLIC COMMENT
APPROVAL OF MINUTES from May 20, 2015
Trustee Konkel made a motion to approve APPROVAL OF MINUTES from May 20,
2015, Trustee Boschert seconded.
Motion Passed 2 in favor.
Trustee Tomaszewski arrived at 5:52 pm
CHAIRPERSON’S REPORT
UNFINISHED BUSINESS
Strategic planning discussion
COMMUNICATIONS AND MISCELLANEOUS BUSINESS AS AUTHORIZED BY LAW
ADJOURNMENT
Trustee Konkel made a motion to adjourn, Trustee Boschert seconded.
Motion Passed 3 in favor.
Strategic Plan Development, Consulting and Facilitation Services
Introduction
The purpose of this document is to outline the different processes and associated costs that can be a part of strategic
plan development, consulting and facilitation services. Please note that this document is intended as a starting point.
We welcome feedback on process and costs and are happy to discuss any aspect of the planning services with you.
Based upon what a library determines is best for their community and situation, WiLS will prepare a formal proposal
that both meets their plan development needs and works within the library’s budget.
Phase 1 – Data and Information Gathering
Data and information can be gathered from a number of sources and be used to provide information to help answer
questions that can be addressed during the planning process. The following are examples of data and information that
can be gathered.
Impact Survey – A library can administer this survey themselves. There is a fee ($200-$500 based upon library
total budget) that is paid directly to Impact Survey. WiLS will provide information about how to get information
to administer this survey. The Impact Survey has issued a report of the combined results of the 877 libraries
that have administered the survey between Oct. 2013 and May 2015 to a total of 63,260 patrons. For no cost,
information from this report could be used to identify general themes for libraries regarding technology use.
o WiLS Cost = none
Community Survey – WiLS will develop a community survey to be administered to a library’s area residents
regarding library usage and services. Starting with a template provided by WiLS, we will work with the library to
develop the survey. WiLS will compile the results of the survey.
o WiLS Cost = $750.00 (note: we can provide a quote if a library would like a completely customized
survey developed)
Material Usage Data – WiLS will work with ILS staff to gather a collections report to assess library usage. The
main use for this data is to assess what parts of the collection are well-used and which are not. This will help
determine if there are any potential resources that could be reallocated to support the strategic plan.
o WiLS Cost = $300.00
DPI Data – WiLS will provide a comparative analysis of various annual report data of libraries similar in size (both
in population and income) to identify trends and potential issues that can be addressed in the strategic plan.
o WiLS Cost = $225.00
Demographic and Economic Data – WiLS will gather and compile current and past demographic and economic
data to identify trends and future projections to assist with identifying future library service needs.
o WiLS Cost = $450.00
Library Services Assessment - WiLS will provide the library a form along with guidelines to do an inventory of
services, programs and resources it provides. The form is structured for the library to identify the value to the
community and value to the library for providing the current service, program or resource. This will help
determine if there are any potential resources that could be reallocated to support the strategic plan.
o WiLS Cost = $150.00
Community Conversations – WiLS will work with the library to coordinate a community conversation(s) of library
stakeholders, supports and community members to identify community aspirations and challenges. The results
of the conversation(s) will be themed to identify opportunities for the library to provide resources and services
that align with the wants and needs of the community.
o WiLS Cost = $480.00 per 1.5 hour conversation
Phase 2 – Data and Information Report
Drafting Report – WiLS will create a data and information summary report from all the information gathered in
Phase 1. This information will be used to assist the library director and planning committee to identify themes
and issues when developing the strategic directions, service goals and initiatives.
o WiLS Cost = $1,000.00 to $1,500.00 (dependent on amount of data to be compiled and summarized)
Phase 3 – Plan Development Meetings
Data and Information Report Review – It can be helpful to have a 1-2 hour meeting to review the data and
information summary report before meeting to develop the different elements of the strategic plan. This
ensures the members of the planning committee understand what is being presented, have a chance to ask for
additional summary info and have time to consider this information to develop insights and observations that
will help make the plan development more productive and thorough. This meeting can be held via webinar to
manage costs and allow for remote attendance.
o WiLS Cost = $225.00 (if webinar) or $480.00 (if presented in person)
Foundational Planning – WiLS will develop a process and facilitate a half-day meeting to develop a library
mission statement and library service values.
o WiLS Cost = $750.00
Service Planning – WiLS will develop processes and provide facilitation services for a half-day library plan
development meeting. The outcome of this meeting will creating strategic service goals for the library along
with initiatives that can be done to reach the goals.
o WiLS Cost = $750.00
Combined Foundational and Service Planning – If desired, WiLS can combine the meetings to develop the
foundational and service elements of the plan during one full day meeting.
o WiLS Cost - $1,200.00
Phase 4 –Writing the Strategic Plan Document
Base Cost –WiLS will compile the results of the planning meetings along with other documentation, including the
data and information summary report, and examples of plan templates to use to write the strategic plan
document. WiLS will also coordinate a schedule and process to complete drafting the plan.
o WiLS Cost = $225.00
Plan Writing – WiLS can either take the lead writing the plan or provide plan writing assistance with the library
taking the lead writing role.
o Writing Assistance = $75.00/hour
o Plan Writing = TBD (The scope of plan documents can greatly vary from a one page plan to a significant
report. Once the scope the plan document is identified, WiLS can provide a cost to take the lead writing
the plan.)