A Strong Foundation: Library Master Planning Webinar

Listened June 30, 2015 | Archived Webinar by Library Journal

Presented by: Margaret Sullivan Studio, McMillan Pazdan Smith, The Friends of the Saint Paul Public Library, and Library Journal

Panelists:

  • Margaret Sullivan – Principal, Margaret Sullivan Studio
  • David Moore – AIA, ALA, LEED AP BD+C, NCARB, Project Architect, McMillan Pazdan Smith
  • Peter Pearson – President, The Friends of the Saint Paul Public Library; Lead Consultant for Library Strategies, a consulting group of The Friends
  • Moderator – Emily Puckett Rodgers – Project Coordinator, New Landmark Libraries

CE: 1 hour

Speaker 1: Margaret Sullivan

Library Master Plan is the framework for the future – it’s is flexible and allows for growth 20+ years into the future.
The process:

  • Articulate the Library’s Vision, values, and brand identity | Build a strong leadership group | Gather community data
  • Research Trends – Visit “Center for the Future of Libraries” and look at market segment data.
  • Positive User Experience
    • Who are the users?
    • How did they get here?
    • Why are they here
    • What activities will the participate in?
    • What are their interests?
    • Write User Narratives of Example Patrons
  • Identify the Library’s key Activities and Programs
    • Then, let the architects find the patterns for the spaces and places that will enable the programs to be successful.
  • Why? Identify the Learning Outcomes and Culture of the institution
  • It’s never to early to Pin design ideas
  • Ask and identify your library’s approach to:
    • Collections – type, shelf height, % of floor space, holds, etc.
    • Technology – iPads, eReaders, laptops, charging stations (MacBook Pro with Adobe Creative Suite 6…if we’re going to dream)
    • Special Equipment – printers, 3D printers, Sound booths, Green screens, kilns(!), sewing machines, (cake pans)
  • Look Around You
    • Visit libraries and businesses – maker spaces, for example
    • Connect with Experts – Ask for involvement early in the project to promote engagement and buy in.
    • Have Fun – Interactive workshops with patrons, stakeholders, staff
    • Develop a sense of ownership and engagement about the project with the community
  • Holistic Service Model
    • Staffing and Operations connects to
    • Customer Experience connects to
    • Place Making connects back to Staffing
    • All three need FUNDING to ensure success
  • Articulate the Project and Goals

Speaker 2: David Moore – Architect from Greenville, NC.

Road Map Approach (as written about in November 2011 Library Journal article about Clemson Library)

This Approach develops small steps and improvements to turn the “Before” into “After”

  • Identify Needs First – get input, input, input
  • Conceptual Solutions and ‘test fit’ the ideas, identifying shortcomings
  • Turn Challenges into Solutions and Rearrange Your Space (according to a phased master road map)  Examples shown had: better sight lines, increased seating, more shelving and more study spaces
  • Phased Implementation or “Eating the Elephant One Bite at a Time”
    • Each phase is self-contained, meaning nothing feels unfinished when the phase is over
    • Ideally, you only move things once (twice at the most if you have to go to temp housing)
    • Complete little interventions as funds allow
    • Each phase has it’s own Cost Estimates: Scope of work for construction costs + FF&E estimates + professional fees = estimate
  • Benefits:
    • initiates momentum for positive change
    • Allows you to take baby steps
    • Enables better space sooner
    • Allows for constant use and continual tweaking
    • Provides flexibility
    • Demonstrates good stewardship of resources
    • Phases are practical and planned by order of importance – one phase builds for another

Speaker 3: Role of Private Funding in Capital Projects with
Peter Pearson, President of the St. Paul Friends of the Library
LibraryStrategiesConsulting.org

Capital Campaign Includes:

  1. Final project plan
  2. Obtain public funding commitment (grants? Township funds? Existing CIF?)
  3. Access architectural renderings
  4. Build on history of annual fundraising – prepares donors for a capital campaign

Process:

  1. Feasibility Study
    • A Neutral third-party person will interview potential donors to share idea and gauge interest
    • Cost ranges from $20,000-30,000 depending on how many people are interviewed.
    • If you have no contacts within the donor’s world, start with your annual fundraising supports
    • Aim for one lead gift that covers 15% of the project costs
    • The neutral person will identify, during the course of the interviews, concerns to be addressed and reveal potential barriers (such as feelings about leadership, staff, etc.)
    • Learn how donors feel about the stewardship and leadership – perceptions.  Outside person can ask the hard questions and can play Devil’s advocate
    • Find out what inspires potential donors
    • It’s a cultivation tool – prepares donors for the “Ask” – they can begin planning if they’re excited about the project
    • Interviews are an opportunity to redefine old ideas about libraries
    • Largest donors are often people who do not use the library
  2. Campaign Leadership
    • Create a cabinet group with new and existing leaders
    • Identify possible campaign leaders during the interviews – people who are enthusiastic joiners
  3. Case Statement
    • Use to help motivate donors
    • Describe the project
  4. Quite Phase
    • Personally ask major donors to contribute
    • Major donors would be giving $100,000+
    • Many projects expect 85%+ of costs to be covered by Major Donors
    • Recruit a Chair – someone persuasive who “you can’t say no to”
    • Make a case for support
    • Personally solicit lead donors (often at their house)
    • Thank them and plan on a Donor Wall
  5. Public Phase
    • Smaller gifts
    • Marketing campaign
    • Plan a public party to celebrate the successful end of the project
  6. Beyond the Campaign
    • Raise visibility of the library in the community and among donors
    • Keep donors – convert Campaign donors to annual donors

This was definitely worth hour of time to watch.  Great information.

 

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