Orbis Cascade Alliance Strategic Planning Group Meeting April

Orbis Cascade Alliance Strategic Planning Group Meeting April, 2018

VISION: The Orbis Cascade Alliance, an exemplary academic library consortium, is a vital partner in advancing transformative learning and research and creating equity in higher education. MISSION: Orbis Cascade Alliance pushes the boundaries of what is possible in libraries through strategic collaboration in the Pacific Northwest. To advance member institutions, we create and deliver innovative, sustainable, and essential library programs and resources. Approved via formal Council vote

Box A In all things and with all colleagues, partners and stakeholders we will: • Collaborate for shared benefit • Value shared innovation • Be intentional • Act with integrity and respect Affirmed via the Carousel process

Box B These Assumptions Shape Our Work… • Libraries are essential to higher education • Working together allows us to leverage resources • Change is a constant in our profession and requires flexibility and adaptability • Access to diverse information is essential for teaching and learning • Shared standards will help us advance our profession and practice • Every member has something to offer • Innovation leads to more effective ways to meet our challenges and missions • Working together allows us to share risk and be bolder in innovation • Diversity of member institutions and staff provides information and perspectives to help us better serve our populations Affirmed via the Carousel process

Desired Strategic Impact 3 -5 years… Ability of member libraries to: • Create and demonstrate how our curated collections and services/programs contribute to student success. • Contribute to student learning outcomes, specifically on the ability of students to navigate an information-rich, digital environment with literate, ethical information users and creators • Information Literacy • Increased shared and open access to purchased, borrowed and locally created content – both physical and digital – in order to improve the equity and affordability of education for students at member institutions as well as to external students and scholars • Leverage our collective capacity and reduce costs/ increase efficiencies and ROI through coordinated model for collaborative work, leading our institutions in doing this • Support the creation, curation, and use of high quality of research, scholarship, and teaching by faculty and scholars at their institutions • Articulate and understand our business model, the financial and mission related benefit to our stakeholders First draft – to be refined by Strat Plan work group

Desired Strategic Impact 3 -5 years… Ability of Alliance to: • Partner with other consortia to develop high quality systems • Increase leadership in our field - Professional development of our staff/profession • Using a language and criteria that support our ability to demonstrate value to our Deans/Provost First draft – to be refined by Strat Plan work group

Box C The Impact We Want to have in the World … Contribute to Student Success • Saving library faculty time by doing “our part” with curation of resources / collection development • Research and scholarship enhancements Contribute to the Value of My Institution • Curated collections/more resources • Make higher ed more affordable • Utilize the expertise at Maija’s institution (and elsewhere) Elevate the Profession • Be equipped to participate (staff) • Utilizing expertise of staff/leveraging the power of 39 • Share in professional development and connection among colleagues Equitable Access to Information • Disrupt the process of scholarly communication – to be more open and sustainable • Increase/share collections • Easier access/cheaper access Increase the sum of Human Knowledge (research and scholarship) • Inspire Creativity and Creation of New Knowledge • Research and scholarship enhancements • Helping others through the whole region through public service and increasing institutional reach First draft – to be refined by Strat Plan work group

Box D Characterized by… To be seeded 4/30….

From the boxes to a strategy document Mission, Vision, Box A (ultimate aims) and Box B (assumptions/premise) establish your foundation and frame the strategy affirmed Box C (the impact you want to have in the world) define your highest objectives/priorities Box D (best means) and Box E (action) define your goals and activities drafted in development

Boxes as a Foundation for a SOAP Box C INTENDED IMPACT “What We Are Trying to Do on Purpose…” Box E ACTION Program/Practice Box D BEST MEANS “How We Should Work…” Priority 1 Priority 2 Priority 3 Priority 4 Box E ACTION Program/Practice … … Box C INTENDED IMPACT … … “In Service to…” … Box D BEST MEANS “Characterized… by…” … … Box B Box A Box C PREMISES ULTIMATE AIMS INTENDED IMPACT “What We Are Trying to the Do on “Dedicated to idea that…” “In all things…” Purpose…” Box A ULTIMATE AIMS “In all things we value and aspire to model…” Box B PREMISES “Assumptions on which we base our work…”

VISION The Orbis Cascade Alliance, an exemplary academic library consortium, is a vital partner in advancing transformative learning and research and creating equity in higher education. MISSION Orbis Cascade Alliance pushes the boundaries of what is possible in libraries through strategic collaboration in the Pacific Northwest. To advance member institutions, we create and deliver innovative, sustainable, and essential library programs and resources. Box C INTENDED IMPACT “What We Are Trying to Do on Purpose…” Box E ACTION Program/Practice Box D BEST MEANS “How We Should Work…” FOUNDATIONAL BELIEFS Box A ULTIMATE AIMS “In all things we value and aspire to model…” Box B PREMISES “Assumptions on which we base our work…”

Appendix Prior Council and SPG meeting notes that may be of use as reference points

Box E ACTION Program/ Practice SPG meetings, Board meetings, Initiative process Box C INTENDED IMPACT “In Service to…” Box D BEST MEANS “Characterized by…” SPG meetings, Board meetings, Member survey Mission + Vision November 2017 Box A ULTIMATE AIMS “In all things…” Box B ASSUMPTION S “These assumptions shape our work…” March 2018 July 2018 Logic Model + Workplans

Box A Deepening How we hold ourselves accountable? • Clear and transparent processes and the expectation to hold us accountable to model the values. • Accountability comes through the integrity of the system. • Create spaces where Alliance members feel safe to give honest feedback • Foster communication • Have the initiative process repeatable and soon - a repetitive system to check the value of the work we are doing Recommendations via the Carousel process

Box B Deepening • • • Assumption-based Criteria for new work Does the initiative help us to leverage resources? Does the initiative benefit all institutions? Does the initiative benefit most institutions? If there’s risk, how will it be shared equitably? Does the initiative increase access to diverse information? Innovation? ? Recommendations via the Carousel process This work will be integrated with a criteria-development session that took place on the day prior to this Council session.

Box D Prep Polarity Map: Collaborative Workforce as a Best Means + Mission Fulfillment + all missions - Alliance and member institutions Shared purpose Economies of scale Do things once Better services Member pride in membership Support for innovation Alliance cache provides local leverage Flexibility Increased buy-in from participants Allows for experimentation and future expansion of core programs Some economies of scale Subset of institutions can determine direction All in Opt In One size does not fit all Lack of flexibility Initiatives out of institutional scope Group think Minority – or subset – of institutions can determine directions Draws resources to programs that don’t benefit all Detracts from shared purpose Organizational complexity and instability Less economies of scale / efficiencies - Lack of Trust - Input for CW and Strat Plan work groups

Values-based Strategy how do we want to be in the world? who do we want to be together on purpose? Based on the work of Steve Patty, Ph. D. “Moving Icebergs: Leading People to Lasting Change” A visual of the model is available at: https: //dialogueboxesdia. wordpress. com/

Polarities • Two good things • Shared positive outcome • Hard, but not impossible, to do at the same time • Not a one-time “solve” Based on the work of Barry Johnson “Polarity Management: Identifying and Managing Unsolvable Problems”

The good enough box U P N I Minimally Acceptable HARM/FAIL = S T ENLIGHTENMENT/ PERFECT ? ROI ? es c r u o s Re ime y T rg e En oney ge in M led e s w a o e r n K Inc OK AT STANDARD GOOD Crux Consulting Consortium: http: //cruxnw. com GREAT

Thanks for the good work you do in the world!