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Strategic / Goal Planning Resources
Free, online resources available to any library

The Rural Library Sustainability Workshops sponsored by WebJunction and the Bill and Melinda Gates Foundation a few years ago provided two really nice tools any library, regardless of size or location, may find helpful in strategic planning or goal setting:

1) The Project Continuum is a handout that covers seven distinct areas that can be used as indicators of what is going on now with your library and possible directions or areas your library would like to focus on in the future. The handout is avialable in Word and PDF formats.

This tool can be used as a way for your staff, board, etc., to discuss and explore short-, mid-, or long-term strategic goals by evaluating where your library is today and where you would like your library to be at any point in time in the future. (The worksheets may reference a five month timeline, but that was just specific to the worshop).

More information about the development of the Project Continuum can be found in this Word document

2) Once your staff or board have identified one or more areas they would like to focus on, you can create Action Plans, using the worksheet below, to create or manage tasks to reach those goals.

The Action Plan Worksheet (Word) 
Using the Action Plan worksheet (Word)

Additionally, there is now an online version of the workshop available from WebJunction. It's free and self-paced, and it should be just as useful as the live worshop for the self-evaluation and goal setting sections. 
 
The online version also includes case studies of libraries that have used these tools successfully. (Note that while the focus is on how to sustain public access computing, these tools and information from the online workshop can be used much more broadly.)

And finally, should you want the complete set of materials related to the Rural Library Sustainability workshop, you can download a zip file with all of the documents and worksheets.