[SWANboard] SWAN Strategic Plan Draft Document for 11/16 Discussion

SWAN Board, I have a draft document ready for your review and input at Friday's meeting. I am providing it to you in Word format so you can take advantage of the collaboration and comment features. I have turned track changes on for this version. Feel free to share your own edits or comments and send them back to me. Unfortunately, reply-all is not an option per OMA. For some background: * I took the CWR presentation Curtis provided us and modified it for the purpose of this document. The structure is the same: Objective, Rationale, Markers, and Guiding Principles * Under each Objective, I have included a section for the Tactical Plan. This is divided into 2019 and "Long Range." * The SWAN Management Team (Dawne, Joseph, Scott, Tara, and Steven) have reviewed the 6 objectives, but they have requested we spend more time on the tactical plan. I have set a meeting on 11/28 with them to work on this draft. Curtis Chang reviewed a version of this document with me yesterday. Here is the feedback he provided during that phone conversation (summarized): * The structure of the document is solid. This version however is one for Board and SWAN staff, and perhaps should be slimmed down for a membership version. * It is key for the SWAN ED is to work with the SWAN Management Team to get buy-in on the strategic plan. They will be the ones to execute it. * Share a draft of the plan with the SWAN Board on Nov 16 and focus on the Objectives, Rationale, Markers, and Guiding Principles. This will allow SWAN staff to work on the Tactical Plan knowing that "everything above is set." * The SWAN Board should not expect the tactical plan to be 100% complete by Dec 6th. The timeline is a bit tight to accomplish that goal. * Use the December 6th Quarterly meeting to share the 6 objectives and rationale, perhaps some examples of the tactical plan. If you are unable to see the comments within this document, please let me know. I can send out a PDF version with those displayed in the margin. See you Friday! Aaron Skog Executive Director aaron@swanlibraries.net<mailto:aaron@swanlibraries.net> * (630)326-7022 SWAN Library Services 800 Quail Ridge Drive, Westmont, IL 60559 844-792-6542 swanlibraries.net<https://www.swanlibraries.net/> * catalog.swanlibraries.net<https://catalog.swanlibraries.net/>