To run any successful organization a great deal of strategic planning is involved every step of the way. Managers are essential for implementing these plans and strategically thinking of ways to make these plans a reality by utilizing marketing and advocacy strategies. To plan effectively the managing team needs a deep understanding of the organization’s mission, vision, values, ultimate goals, and target audiences. Once these elements are firmly established the management team can create objectives and implement a plan for reaching them. This requires prioritizing and optimization in a strategic plan, implemented by management, marketed to the target audience while advocating for shared values and the ultimate success of the organization (Rosenblum, 2018, p 234).
Without the elements of management, planning, marketing and advocacy most organizations will fail. I learned about strategic planning in INFO 204 in Parts One and Two of our Organizational Analysis which included strategic plans, budgets, advocacy, a PESTEL, SWOT Analysis, an evaluation of: mission, vision, goals and objectives. In INFO 282 Project Management I learned about the importance of hard and soft skills in management, the importance of managing stakeholder needs, scope creep, and what developed strategies of accountability look like. In INFO 282 Crisis Management I created a staff crisis training program outline, as an example of an action to be taken in the face of a social crisis within an organization. This program shows my ability to think and plan strategically, and advocate for the training the staff needs to handle that crisis. In my National Parks Golden Gate Museum Archive Program I learned the importance of emergency operations, and best practices for creating procedures for worst case scenarios and maintaining collections. In my time as chair of the American Library Association Student Chapter (ALASC) we focused on self-advocacy and I found that many of the principles on how to advocate for oneself could also apply to the coworkers and patrons my organization serves. Lastly, I worked with three other team members at the ALASC to create some new promotional materials to market and advocate for our student group as shown in the YouTube promotional video below. Going forward into an information profession I have a strong understanding of the planning, managing, marketing and advocacy skills necessary and how to best utilize them in varying environments.
Without managers to guide, resolve conflict, de-escalate, decide, and keep others accountable, an organization's operations could be compared to herding cats. This is why most organizations have some semblance of hierarchies and organizational structure to their management. There are many different elements within an organization that must be managed and most require a person in the role of a manager. The best managers are effective leaders and communicators with great technical and soft skills which I explore further in Comp M. Managers must set realistic expectations for the organization, have clear work breakdown structures while also overseeing stakeholder and team member buy-in, budgets, deliverables, and milestone timelines (Watt, 2014). This variety of essential tasks that managers perform means they often have many different skills: human, organizational and conceptual (Kinkus, 2007, p. 354). A good manager can retain talented people at the organization, influence the work atmosphere and daily organizational flow to create a healthy work culture, while also serving the end client’s needs (Rajhans, 2018).
Libraries and information organizations are no longer just book depositories, but often the public does not realize this as their perception is founded in outdated models. Thus, marketing is required of all libraries and information organizations to reach out to the public, engage with them, understand their needs, and remain relevant in a competitive world where there are many other institutions demanding the consumer’s attention and funding (Minkovsky, 2018). If libraries and information organizations want to remain relevant, they must meet their patron’s needs and secure future buy-in by utilizing marketing as more than just promotion of current services, but as a way to connect and evaluate what people need in order to predict future needs (Lucas-Alfieri, 2015, p 31-32). In the past libraries had a monopoly on information, now there is heavy competition and libraries are no longer the default power, thus they must pivot, utilize marketing strategies to know their audience and establish themselves for future generations.
Advocacy is “a planned, deliberate, sustained effort to develop understanding and support, incrementally over time” with a holistic long term approach, according to research professor and expert in governance Ken Haycock (Stenström, 2018, p. 344). To advocate includes the following elements: promotion, public relations, marketing, networking, persuasion and lobbying that can be coalesced into an advocacy plan depending on an organization's ultimate goals, defined values, and long term plans for effective messaging (Stenström, 2018). Founded on the principles of intellectual freedom, the Bill of Rights, equity, diversity and inclusion, libraries will always be involved in advocacy efforts to raise awareness of social issues, to support collections of diverse themes, and to take actionable steps in order to be inclusive information centers for every member of their community (ACRL, 2021). Advocacy helps us connect with each other and our community, grow individual and collective empathy, and take action to overcome new challenges as they arise. In the volatile polarized world we live in, libraries must remain a pillar of advocacy to serve all people in daily practice.
Description: In INFO 282 Project Management we had a series of discussion posts on successful project managers, stakeholder management, scope creep, and accuracy audits. For each one I incorporated the readings from that class along with observations and analysis.
Justification: Regardless of what job I do within the information profession, I will be required to apply fundamental principles of planning, management, marketing and advocacy to my work. In INFO 282 our four discussion posts each related to different elements of management. From assessing communication and soft skills as a key to successful project managers, to defining stakeholder needs, management hierarchies and developing adaptable strategies of cooperation. There is an understanding that there will often be politics that have to be navigated between teams and stakeholders while watching out for dangers like scope creep and a lack of accountability. Through all of these management assessments I found the key theme to being an effective successful manager is to have a great deal of refined soft skills. If and when I have earned a managerial role in an information profession, it will be essential to understand these elements and be able to put them into practical application.
Description: For Crisis Management we had to create a staff training outline for a program addressing a social crisis. We were asked to pick a crisis, define it, create training objectives for the program, create a plan of action, a procedure to be implemented, and an evaluation criteria to determine its success. I chose to look at overdoses due to substance abuse, and the proper procedure for handling an overdose in a library.
Justification: Regardless of where I go in my library journey, social crises will always affect elements of this work, and in managerial roles it will be my responsibility to properly train and prepare staff with proper responses to elements within the environment. I will need to know how to advocate for a staff training program, the statistics of why it is important, and why time and funds should be set aside for it. This training program is an example of what I could create.
Description: For INFO 204 we created a strategic plan, budget, environmental scan with a PESTEL, a SWOT analysis, an assessment of mission and vision statements, an expanded timeline, and a list of goals, objectives, and actions that could be implemented. For this assignment our team chose to evaluate the Highlander Research and Education Center in the American South. I was a team leader of a six person team for this project. I created the documented scaffolding and outline from the assignment prompt, helped discuss and break down the different aspects of this assignment and made sure all elements were covered. I co-wrote and edited the introduction, SWOT analysis and conclusion; wrote the legal section of the PESTEL, and did final edits on the mission and vision statement in Part 2. In the final Strategic plan I wrote the executive summary, edited the mission and vision statement, and created Goal 2 for increasing social media presence and online engagement as well as acted as an editor on the entire document.
Justification: In any managerial role I may be asked to contribute or create a strategic plan, an evaluation of the current organization, and this is an example of how I will do that. This assignment took me through every step of the process, and could be applied to any information organization.
Description: As chair of the ALASC we chose a theme of advocacy for our group to explore, we had speakers, and did individual research, and at the end of the semester I wrote up a summary of what we had learned and the ALASC posted it on their school blog.
Justification: Within management there will always be a need for advocacy. We need to know how to advocate for ourselves, for our coworkers and especially for those that we might supervise along with advocating for our patrons and collections. This post is an example of my understanding of advocacy and how it could be taught.
Description: I worked as an intern for the National Parks Golden Gate Museum Archive program, and one of the most important things I learned was the amazing strategy that went into the management of this department. We had weekly lectures from our supervisory curator, and she walked us through standards used, templates, best practices on organizing physical and digital spaces, and some of the challenges of the ever changing digital landscape of storage and retrieval. She went into detail about emergency operations, salvage lists and how to work with third party vendors, which I will go into detail about in the Final Report section of this artifact.
Justification: In management roles I will need to have strategic intentional planning and managing of all the collections and services I oversee. The Supervising Curator of the National Parks Golden Gate Museum and Archive showed us how important it is to have collections accessible and marketed to the public, and how to go about building and maintaining those collections. Understanding her emergency operations, thought process, and how she had planned for worst case and best case scenarios and documented best practice procedures is a lesson I will take with me to whatever library job I occupy. I am forever grateful for the lessons she shared and the systems she explained as they are applicable to my work going forward.
Description: As the chair of the American Library Association Student Chapter I was in charge of looking over some of our outdated marketing and promotional materials. Along with three other team members we white-boarded what we felt we got out of being members, discussed themes, and I wrote up an initial script. Another team member who did the recording modified the script for her vocal cadence, and then I added the audio to the slide presentation and created an mp4 video after the other two team members contributed photographs and content structure. The goal was to make a one minute promotional video with a theme of connection with a target audience of fellow MLIS students.
Justification: This is an example of a marketing product used to reach out to MLIS students at SJSU, and to advocate for the ALASC. We used many planning strategies, and assessed our current themes and what we felt we were getting from this organization in order to find the best possible message. This shows how I can assess an organization and create a final marketing product utilizing teamwork and strategic planning.
No matter where I go in my library journey I will need the skills of strategic planning, managing, marketing and advocating for myself, coworkers, patrons and my organization. To be successful is to utilize these skills, create creative strategies and be flexible and adaptable as the times change. Success comes in many varieties, but elements of management, planning, marketing and advocacy can always be seen as foundations for an organization’s prosperity.
ACRL. (2021, November 4). Advocacy & issues. Association of College & Research Libraries (ACRL) . Retrieved January 22, 2023, from https://www.ala.org/acrl/issues
Kinkus, J. (2007). Project management skills: A literature review and content analysis of librarian position announcements. College & Research Libraries, 68(4), 352–363. https://doi.org/10.5860/crl.68.4.352
Lucas-Alfieri, D. (2015). Marketing the 21st century library : The time is now. Elsevier Science & Technology. https://ebookcentral.proquest.com/lib/sjsu/detail.action?docID=2054007
Minkovsky, N. (2018, February 14). For the love of libraries: How libraries use content to tell new stories. Content Marketing Institute. https://contentmarketinginstitute.com/2018/02/libraries-content-stories/
Rajhans, K. (2018). Effective communication management: A key to stakeholder relationship management in project-based organizations. The ICFAI Journal of Soft Skills, 12(4), 47–66.
Rosenblum, L. (2018). Strategic planning. In S. Hirsh (Ed.), Information Services Today: An introduction (2nd ed., pp. 231-245). Rowman & Littlefield.
Stenström, C. (2018). Advocacy. In S. Hirsh (Ed.), Information Services Today: An introduction (2nd ed., pp. 343-353). Rowman & Littlefield.
Watt. (2014). Project management. BCcampus.