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DEVELOPING NEW SERVICES IN
LIBRARY ORGANIZATIONS
A Guest Lecture prepared for Management
Theory and Practice for Information
Professionals


May 2012
UCLA GSEIS
Karen Calhoun, AUL,
University of Pittsburgh

                                    Some of the UCLA GSEIS
                                  Senior Fellows, Class of 2007
OUTLINE
 1.   New degree, new job: what are you getting yourself
      into?
 2.   The role of new product/service development
 3.   Initiating and running a new product development
      project
 4.   New product development teams
 5.   The politics of projects
 6.   From surviving to thriving: Failure, resilience and
      commitment

                                                      To someplace
From here
                                                      like here

             UCLA GSEIS             CORNELL UNIVERSITY LIBRARY       2
BY THE END OF SECTIONS 1-2, PLEASE
MAKE THREE NOTES:
   1 main idea from this
    section
   1 point to ponder
   1 insight I can apply
    right now




                                     3
WHAT ARE YOU GETTING INTO?
“If you work in an academic library and are under 35, you
    probably don't have a lot in common with your older
    counterparts.” --Stanley Wilder
 More likely to work in areas beyond the confines of traditional
    librarianship, often in information technology.
 Less likely to hold a degree in LIS (but plenty still do).
 More diverse in ethnic and racial terms.
 Nonsupervisory jobs likely to earn less; but high-tech jobs earn
    much more.
 Large proportion of new hires work at jobs that didn’t exist for
    older colleagues


  Wilder, Stanley. 2007. The new library professional. Chronicle of
                                                                      4
  Higher Education Vol. 53, Iss. 25, p. C1.
LIBRARY TRADITIONAL SERVICE MODEL
Books
Journals
Newspapers
Gov docs
Maps
Scores
AV
Dissertations   Library catalogs

Special
collections
Manuscripts
Papers
Univ records
                   Archives

Journal
 articles                           Public Services
Conference
 proceedings                        Tech Services
Etc.
                                    Systems (IT)
                Abstracting &
                Indexing services   Administration
Geocentric/
                                                   Aristotelian view:
                                                   The library and its
                                                   collections are the
                                                   sun




                                                   Heliocentric/
                                                   Copernican view:
                                                   the user is the sun;
                                                   the library is a
                                                   planet



Image: Original by Niko Lang. CC-BY-SA 2.5
http://en.wikipedia.org/wiki/File:Geoz_wb_en.svg                          6
Five Most Desired Items Overall
Making electronic resources accessible from my home
or office
Easy-to-use access tools that allow me to find things
on my own
A library Web site enabling me to locate information
on my own
Making information easily accessible for independent
use
Print and/or electronic journal collections I require
for my work
 •The ‘wild user’ wants to use the library’s collections:
     •At a distance from the library
     •Independently and self-sufficiently

 •This is an international phenomenon

 Martha Kyrillidou and Ann-Christin Persson. 2005. The New Library User in Sweden:
 a LibQUAL+™ study at Lund University. Conference presentation. Available:
 http://www.libqual.org/documents/admin/sweden_finalpaper3.doc
A NEW KIND OF LIBRARY

   Build a vision of a new
    kind of library
   Be more involved with
    research and learning
    materials and systems
   Reach out to local
    communities in new ways
   Make collections and
    services more visible
    locally and on the Web
   Move to next generation
    systems and services      An online social network


                                                         8
BUT …

 The library ‘brand’ is books
 And

 Lots of people today are willing to say “I don’t
  need libraries”
 And

 The library share of ‘eyeballs’ on the Web is
  comparatively small—even for the largest sites


                                                     9
Unique visitors/month in US - Feb 2012
   library.ucla.edu   21,635


                                                                                            SEE HANDOUT
  escholarship.org    21,749

      oac.cdlib.org   24,443

    catalog.loc.gov   54,353

         repec.org    82,783

          arxiv.org    101,151

          cdlib.org    115,761

  librarything.com       303,402

   thomas.loc.gov         333,044
                                                                                                Unique visitors/month
   memory.loc.gov         336,437

   openlibrary.org        396,402

      worldcat.org               734,785

          ucla.org                  918,053

 sciencedirect.com                   1,065,032

           loc.gov                            1,650,606

scholar.google.com                                 2,037,619

 books.google.com                                                                       6,843,743




  Source: compete.com, 4 May 2012
THE ROLE OF PRODUCT AND SERVICE
 INNOVATION

      All organizations rely on new products and services to
       maintain viability in the communities they serve
      A significant percentage of use /sales comes from
       newly introduced products and services
      Some high tech organizations expect a 100%
       turnover in their portfolio of products every five years
      Libraries are not different in this regard




Adapted from Cooper, Robert. Winning at new products. Data from
                                                                  11
a study published by the Conference Board.
NEW PRODUCT / SERVICE FORECAST

                            Dependence on New Products




         Higher than now

                                                                     67%

         About the same                    25%


                                   8%
         Lower than now


                       0%    10%    20%   30%    40%     50%   60%   70%




 From Cooper. Winning at new products.
                                                                           12
LIBRARIES NEED INNOVATORS
“Organizations must be
  retooled, new skills must
  be learned or brought into
  the organization to ensure
  our viability.”

--Stephen Abram. Are libraries innovative
     enough? Presentation at OLA
     Superconference, Feb. 3, 2006.




                                            13
A FEW OF THE BARRIERS TO RAPID PRODUCT /
SERVICE INNOVATION

   Unclear strategic objectives or vision
   Organizational silos / lack of cooperation between
    departments
   Lack of skilled project management; too many projects
   Failure to address community needs
   Frequent changes in requirements
   Not enough time to do the work



Adapted from Hilmmelfarb, Philip A. Survival of the fittest.
                                                               14
WINNERS AND LOSERS
   New products / services fail because
    1. Intended users don’t need it
          Inadequate understanding of community needs and
           preferences
    2. The product / service doesn’t work
          Problems or defects
    3. Intended users don’t understand it
          Ineffective communications (marketing)
    4. Intended users resist
          Perceived risks (convenience, performance)
          Product incompatible with user values or work
           practices
          Bad timing




Adapted from Crawford, C. Merle. New Products Management
                                                             15
END OF PARTS 1 AND 2—OVER TO YOU

   1 main idea from this
    section
   1 point to ponder
   1 insight I can apply
    right now




                                   16
A lightening introduction to project management

3. INITIATING AND RUNNING A NEW
PRODUCT DEVELOPMENT PROJECT
WHEN WE FINISH THIS SECTION YOU MIGHT
KNOW HOW TO:
   Initiate a project
   Identify key stakeholders
   Identify project components




                   Project manager



                                        18
YOU WON’T KNOW HOW TO …
   Use “work packages”               Use project management
   Estimate how long each             software
    work package will take to            E.g., Microsoft Project
    complete                          Communicate effectively with
   Allocate people to tasks           stakeholders
   Account for dependencies          Negotiate a contract
   Logically sequence work           Manage risk
    packages                          Execute and control and
   Create a schedule for a            project
    project                           Lead organizational change
   Estimate (and negotiate) the
    project completion date
                  Seriously interested in professional certification
                  as a project manager?
                  Visit http://www.pmi.org/Certification.aspx
                                                                   19
CASE STUDY: RELOCATE THE WHIRLIGIG COLLECTION




Image: John Tenniel, from Alice in Wonderland.   Image: Cover of 1915 edition.
Public domain.                                   Public domain.
http://upload.wikimedia.org/wikipedia/commons/   http://en.wikipedia.org/wiki/
b/ba/Alice_par_John_Tenniel_30.png               File:Peter_Pan_1915_cover.jpg   20
PROJECT INITIATION
   Authorize expenditure of resources
   Assign project manager
   Establish roles and responsibilities of project manager and
    other key participants
   Identify high-level goals/objectives
   Notify people/organizations affected by project




                                                             21
ROLE OF THE PROJECT MANAGER
   Plan, organize, execute, control, close the project
   Identify/communicate with stakeholders
   Manage expectations
   Build/maintain project team performance
   Continuously balance the “triple constraint”
   Anticipate and track risk
   Communicate and manage relationships




                                                          22
NOW LET US BE PERFECTLY CLEAR… WHAT YOU
(IDEALLY) KNOW GOING INTO THE PROJECT


   Project name
   Project sponsor(s)
   Project manager
   Statement of purpose—reason for the project
   Specific high level project deliverables
   Authorized project resources (i.e., people, budget)
   Basic project timeline
   Schedule and budget constraints

                                                          23
GROUP WORK & CLASS DISCUSSION:
INITIATING THE WHIRLIGIG MOVE
     Do you have the information that you, as the move leader,
      need to get started?
1.    Who is the project manager?
2.    Who is the project “sponsor”? (see handout—glossary)
3.    Who is on the project team?
4.    What is the scope of the project manager’s authority?
5.    What is the purpose of the project?
6.    Who are the key stakeholders? (see handout—glossary)
7.    When the project is done, what will be different? (What are the
      “deliverables”?)
8.    What is the budget for the project? What is the source of funds?
9.    What human resources are available for the project?
10.   What is the basic project timeline?
11.   Are there any special constraints on the project?
HANDOUT: GLOSSARY
   Project
   Project sponsor
   Champion
   Stakeholder
   Deliverable
   Requirement
   Triple constraint
   Work breakdown structure
   Work package


                               25
THE TRIPLE CONSTRAINT

                       Schedule (Time)




 Resources (aka Cost                     Project
         or Budget)                      Scope/Requirements
                                         (aka Specifications)


                                                                26
GOALS, OBJECTIVES, TASKS, REQUIREMENTS
AND DELIVERABLES
   Goal: “Enhance family relationships”
   Objective: “Hold a family reunion in 2004”
   Project “component”: “Pick date and location”
   Requirements for date and location:
       Pick date/location convenient to large number of family members
       Must not be a school day
       Wheelchair accessible
   Deliverable: the date and location




                                                                     27
GETTING STARTED: IDENTIFYING PROJECT
COMPONENTS (MAJOR TASKS)
   Each person get Post-It note pad
   Write down 2 to 5 major components of a Family Reunion
    Project—one major component per Post-It note
   Articulate with a verb and an object -- for example:
       Pick a date and a location
       Serve food and beverages
       Invite people
   No discussion for now!
                       2 minute exercise


                                                             28
EXAMPLES OF MAJOR PROJECT
TASKS/COMPONENTS—FOR A FAMILY REUNION

             Goal: Enhance family relationships
             Objective: Hold a family reunion


                             Hold a Family Reunion



    Pick date and location      Send invitations     Serve food




                                                                  29
NEXT STEP: IDENTIFYING PROJECT SUB-
COMPONENTS

               Example of subcomponents
               for “serve food” component
                                        Family Reunion




 Pick date and location   Send invitations                  Serve food




                                  Plan menu              Shop for groceries   Cook food




                                                                                          30
A TYPICAL “WORK BREAKDOWN STRUCTURE”


                                                          Family Reunion

                Select date and location          Send invitations                 Serve food

                                                     Plan menu                 Shop for groceries                Cook food

                                                                                                                               “Work
   Evaluate cook books          Review ideas with cooks Identify any dietary restrictions Finalize & communicate menu        packages”




                                                                                                                                     31
PROJECT CHANGES ARE INEVITABLE: BE
PREPARED!
                                          IF:

                Schedule                  •SCHEDULE is cut THEN
                                          must either get more
                                          RESOURCES or reduce
                                          REQUIREMENTS (or both)
                                          •REQUIREMENTS increase
                           Requirements   THEN must either increase
  Resources
(aka Cost or               (aka Specs)    SCHEDULE or get more
    Budget)
                                          RESOURCES (or both)

         Do you remember                  •RESOURCES are cut THEN
                                          must either increase
        what this triangle is             SCHEDULE or reduce
              called?                     REQUIREMENTS (or both)
                                          …
                                                                      32
NEGOTIATION
   Avoid and resist irrational assumptions
   It is impossible to do the impossible
   The earlier bad news is known the better
   Avoid stressing yourself out, negotiate instead
   Use your influence – and your champion’s!
   Don’t lose your nerve. You can do it!




                                                      33
END OF PART 3 – SPEAK TO ME!




                               34
THOUGHT ASSIGNMENT FOR BREAK:
WHAT MAKES A GOOD TEAM LEADER?

Write one idea
on a Post-It
and bring it
back with you




                                 35
BREAK: 15 MINUTES




                    36
Leadership, influence, trust, and networking: and some tips for
coping when things aren’t going well

4. LEADING AND PARTICIPATING IN NEW
PRODUCT DEVELOPMENT TEAMS
WHAT MAKES A GOOD TEAM LEADER?

 Green thumb; small seeds, big trees
 Driven; “miss a meal” pains

 Leads from the middle

 Velvet hammer

 Tinker, tailor, try again

 Manners matter

 “Fly-eyed”


    From Crawford, New Products Management
                                             38
ROLES IN NEW PRODUCT TEAMS
 Product/project manager
 Sponsor

 Team member (formal or ad hoc)



   Other participants:
     Champion

     Reviewers, managers, committees, …
     Other stakeholders


                                           39
PERSONALITY TYPES TYPICALLY ON TEAMS
ALL ARE KNOWLEDGEABLE BUT SOME ARE:

    Integrators
      Likerelating to people from other
       departments; want to be on the team
    Receptors
      Respect  others but don’t desire new
       relationships; good contacts but not good team
       members
    Isolates
      Specialists
                 who want to work alone – also not
       good team members

                                                        40
CROSS-FUNCTIONAL PROJECT TEAMS

 Speed new product development
 More likely to produce successful products

 Ideal size of core team: 6 to 12 people

 Team member more than a department’s
  “representative”
 Collaboration, not just cooperation




                                               41
BEING EFFECTIVE WITH WHAT YOU HAVE

 Be influential
 Be trustworthy




                                     42
WHAT DO I MEAN BY “BE INFLUENTIAL”?
 Focus on your “circle of influence” – those things
  you can do something about
 Don’t stress too much about your “circle of
  concern” – those things you care about but can’t
  control
 Be a networker
 Be visible, credible, or both
 Emphasize influencing decisions rather than
  giving orders or “being right”
 Give problems their proper weight and context


                                                       43
VISIBILITY AND CREDIBILITY: MEASURING POWER
AND INFLUENCE


     SEEN         High Visibility/ Low Visibility/          HEARD
     AND          High Credibility High Credibility         BUT
     HEARD                                                  NOT SEEN




 SEEN                                                         NEITHER
                   High Visibility/ Low Visibility/
 BUT                                                          SEEN
                   Low Credibility Low Credibility
 NOT HEARD                                                    NOR
                                                              HEARD




 Reddy, W. Brendan and Williams, Gil. The visibility/credibility
 Inventory. 1988 Annual: Developing Human Resources                     44
GROUP WORK ON VISIBILITY/CREDIBILITY
INVENTORY
 Divide into groups
 Spend 5 minutes discussing the matrix (and
  your own results if you wish to share them)
 Spend 5 minutes considering the implications
  for leading and participating in new product
  development teams
 Report out (2 minutes per group)




                                                 45
Organizational influence strategies

5. THE POLITICS OF PROJECTS
WHAT IS POLITICS?

 Actions and interactions with people that affect
  the achievement of your goals
 Using the power and influence of others to
  mobilize people and resources to get things
  done
 “All the things that happen and you don’t know
  why”—Anon.


                                                 47
BASIC ASSUMPTIONS

 Politics are inevitable
 Politics are necessary

 Politics can’t be eliminated, but they can be
  managed
 Don’t assume politics is somebody else’s job




                                                  48
MAPPING THE STAKEHOLDER SYSTEM OF YOUR
PROJECT
 Key to managing the politics of your project
 So you focus your energy on influencing the
  right people
 So you don’t forget anyone
 So you can manage opposition and resistance
 Prerequisite for “selling” your project from start
  to finish



                                                   49
A STAKEHOLDER SYSTEM HAS “CLIENTS”
   Sponsoring client —person in position to set strategic goals;
    person who ultimately decides; person best able to break ties
   Power client —person who grants access to people and
    resources; person with whom deals are struck
   Legitimizer —person who protects the status quo; subject
    matter expert; person who influences acceptance
   Opinion leader —Person who is receptive to new ideas;
    recognized as “up and coming”
   Career influencer —your boss or bosses
   Champion – advocates vigorously for the project



                                                                    50
IDENTIFYING STAKEHOLDERS
   Who is paying? Who makes “buy” decisions?
   Who will use the results; who benefits?
   Who originates?
   Who defines “success”?
   Who is an expert?
   Who loses (credibility, something of value)?
   Who is open to the new idea?
   Who is good at stirring up excitement?
   Who evaluates against the status quo?
   Who is the first to see flaws or problems?
   Who will feel the impact?
   Who does the work?
   Who will maintain the outcome?
   Who knows the “big picture”—future direction?



                                                    51
GROUP EXERCISE: STAKEHOLDER ANALYSIS FOR THE
WHIRLIGIG MOVE PROJECT—GRAB YOUR POST-ITS!




POWER




                     CONCERN
                                               52
INFLUENCE TACTICS
   Reason – using facts and data        Negotiation – exchange of
    to develop a logical argument         benefits
   Coalition – mobilize other           Higher authority – gain the
    people                                support of higher ups to
   Friendliness – create good will       mobilize others
   Assertiveness – a direct and         Sanctions – use organizationally
    forceful approach                     derived rewards and
                                          punishments




Want to assess your style? See Kipnis, David, and Stuart M. Schmidt.
1982. Profiles of organizational influence strategies (POIS).
[San Diego, Calif.]: University Associates.
                                                                        53
MANY PROJECT MANAGERS …

 Try reason and friendliness first
 Use assertiveness and higher authority second

 Underuse coalition and negotiation

 All tactics are good, when used in the right
  circumstances and for the right reasons




                                              54
END OF PART 5 – STILL ALIVE?


                                                Almost to
                                                the finish
                                                line




 By: markwaitkus
 http://flickr.com/photos/waitkus/2421085988/                55
Failure, resilience and commitment

6. FROM SURVIVING TO THRIVING
“FALL DOWN SEVEN TIMES; STAND UP EIGHT”—
JAPANESE PROVERB

   Innovation is essential
   There are many challenges
       Libraries and library sites competing for attention from their
        communities
       No free rides—libraries must deal with open market forces like
        everybody else
   Project leadership and team skills are important -- more
    and more work is done this way in libraries
   Organizational politics can’t be eliminated but they can be
    managed
   It is work worth doing, that you can take great pride in



                                                                         57
“THE LIBRARY IS A LIVING ORGANISM”—SR
  RANGANATHAN


                                             With your help, libraries will
                                              carry forward, for the next
                                              generations, the vital role
                                              libraries have played …
                                              Helping their communities
                                              turn mere “information” into
                                              insight, action, and the
                                              progress of knowledge

 Bartholdi’s Librarian
Photo: bdcoen CC-BY-NC-ND
http://www.flickr.com/photos/bdcoen/6787653117/                                58
THANK YOU!

 KarenCalhoun
 ksc34@pitt.edu




                   Good luck to you!




                                       59

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Developing new services in library organizations

  • 1. DEVELOPING NEW SERVICES IN LIBRARY ORGANIZATIONS A Guest Lecture prepared for Management Theory and Practice for Information Professionals May 2012 UCLA GSEIS Karen Calhoun, AUL, University of Pittsburgh Some of the UCLA GSEIS Senior Fellows, Class of 2007
  • 2. OUTLINE 1. New degree, new job: what are you getting yourself into? 2. The role of new product/service development 3. Initiating and running a new product development project 4. New product development teams 5. The politics of projects 6. From surviving to thriving: Failure, resilience and commitment To someplace From here like here UCLA GSEIS CORNELL UNIVERSITY LIBRARY 2
  • 3. BY THE END OF SECTIONS 1-2, PLEASE MAKE THREE NOTES:  1 main idea from this section  1 point to ponder  1 insight I can apply right now 3
  • 4. WHAT ARE YOU GETTING INTO? “If you work in an academic library and are under 35, you probably don't have a lot in common with your older counterparts.” --Stanley Wilder  More likely to work in areas beyond the confines of traditional librarianship, often in information technology.  Less likely to hold a degree in LIS (but plenty still do).  More diverse in ethnic and racial terms.  Nonsupervisory jobs likely to earn less; but high-tech jobs earn much more.  Large proportion of new hires work at jobs that didn’t exist for older colleagues Wilder, Stanley. 2007. The new library professional. Chronicle of 4 Higher Education Vol. 53, Iss. 25, p. C1.
  • 5. LIBRARY TRADITIONAL SERVICE MODEL Books Journals Newspapers Gov docs Maps Scores AV Dissertations Library catalogs Special collections Manuscripts Papers Univ records Archives Journal articles Public Services Conference proceedings Tech Services Etc. Systems (IT) Abstracting & Indexing services Administration
  • 6. Geocentric/ Aristotelian view: The library and its collections are the sun Heliocentric/ Copernican view: the user is the sun; the library is a planet Image: Original by Niko Lang. CC-BY-SA 2.5 http://en.wikipedia.org/wiki/File:Geoz_wb_en.svg 6
  • 7. Five Most Desired Items Overall Making electronic resources accessible from my home or office Easy-to-use access tools that allow me to find things on my own A library Web site enabling me to locate information on my own Making information easily accessible for independent use Print and/or electronic journal collections I require for my work •The ‘wild user’ wants to use the library’s collections: •At a distance from the library •Independently and self-sufficiently •This is an international phenomenon Martha Kyrillidou and Ann-Christin Persson. 2005. The New Library User in Sweden: a LibQUAL+™ study at Lund University. Conference presentation. Available: http://www.libqual.org/documents/admin/sweden_finalpaper3.doc
  • 8. A NEW KIND OF LIBRARY  Build a vision of a new kind of library  Be more involved with research and learning materials and systems  Reach out to local communities in new ways  Make collections and services more visible locally and on the Web  Move to next generation systems and services An online social network 8
  • 9. BUT …  The library ‘brand’ is books  And  Lots of people today are willing to say “I don’t need libraries”  And  The library share of ‘eyeballs’ on the Web is comparatively small—even for the largest sites 9
  • 10. Unique visitors/month in US - Feb 2012 library.ucla.edu 21,635 SEE HANDOUT escholarship.org 21,749 oac.cdlib.org 24,443 catalog.loc.gov 54,353 repec.org 82,783 arxiv.org 101,151 cdlib.org 115,761 librarything.com 303,402 thomas.loc.gov 333,044 Unique visitors/month memory.loc.gov 336,437 openlibrary.org 396,402 worldcat.org 734,785 ucla.org 918,053 sciencedirect.com 1,065,032 loc.gov 1,650,606 scholar.google.com 2,037,619 books.google.com 6,843,743 Source: compete.com, 4 May 2012
  • 11. THE ROLE OF PRODUCT AND SERVICE INNOVATION  All organizations rely on new products and services to maintain viability in the communities they serve  A significant percentage of use /sales comes from newly introduced products and services  Some high tech organizations expect a 100% turnover in their portfolio of products every five years  Libraries are not different in this regard Adapted from Cooper, Robert. Winning at new products. Data from 11 a study published by the Conference Board.
  • 12. NEW PRODUCT / SERVICE FORECAST Dependence on New Products Higher than now 67% About the same 25% 8% Lower than now 0% 10% 20% 30% 40% 50% 60% 70% From Cooper. Winning at new products. 12
  • 13. LIBRARIES NEED INNOVATORS “Organizations must be retooled, new skills must be learned or brought into the organization to ensure our viability.” --Stephen Abram. Are libraries innovative enough? Presentation at OLA Superconference, Feb. 3, 2006. 13
  • 14. A FEW OF THE BARRIERS TO RAPID PRODUCT / SERVICE INNOVATION  Unclear strategic objectives or vision  Organizational silos / lack of cooperation between departments  Lack of skilled project management; too many projects  Failure to address community needs  Frequent changes in requirements  Not enough time to do the work Adapted from Hilmmelfarb, Philip A. Survival of the fittest. 14
  • 15. WINNERS AND LOSERS  New products / services fail because 1. Intended users don’t need it  Inadequate understanding of community needs and preferences 2. The product / service doesn’t work  Problems or defects 3. Intended users don’t understand it  Ineffective communications (marketing) 4. Intended users resist  Perceived risks (convenience, performance)  Product incompatible with user values or work practices  Bad timing Adapted from Crawford, C. Merle. New Products Management 15
  • 16. END OF PARTS 1 AND 2—OVER TO YOU  1 main idea from this section  1 point to ponder  1 insight I can apply right now 16
  • 17. A lightening introduction to project management 3. INITIATING AND RUNNING A NEW PRODUCT DEVELOPMENT PROJECT
  • 18. WHEN WE FINISH THIS SECTION YOU MIGHT KNOW HOW TO:  Initiate a project  Identify key stakeholders  Identify project components Project manager 18
  • 19. YOU WON’T KNOW HOW TO …  Use “work packages”  Use project management  Estimate how long each software work package will take to  E.g., Microsoft Project complete  Communicate effectively with  Allocate people to tasks stakeholders  Account for dependencies  Negotiate a contract  Logically sequence work  Manage risk packages  Execute and control and  Create a schedule for a project project  Lead organizational change  Estimate (and negotiate) the project completion date Seriously interested in professional certification as a project manager? Visit http://www.pmi.org/Certification.aspx 19
  • 20. CASE STUDY: RELOCATE THE WHIRLIGIG COLLECTION Image: John Tenniel, from Alice in Wonderland. Image: Cover of 1915 edition. Public domain. Public domain. http://upload.wikimedia.org/wikipedia/commons/ http://en.wikipedia.org/wiki/ b/ba/Alice_par_John_Tenniel_30.png File:Peter_Pan_1915_cover.jpg 20
  • 21. PROJECT INITIATION  Authorize expenditure of resources  Assign project manager  Establish roles and responsibilities of project manager and other key participants  Identify high-level goals/objectives  Notify people/organizations affected by project 21
  • 22. ROLE OF THE PROJECT MANAGER  Plan, organize, execute, control, close the project  Identify/communicate with stakeholders  Manage expectations  Build/maintain project team performance  Continuously balance the “triple constraint”  Anticipate and track risk  Communicate and manage relationships 22
  • 23. NOW LET US BE PERFECTLY CLEAR… WHAT YOU (IDEALLY) KNOW GOING INTO THE PROJECT  Project name  Project sponsor(s)  Project manager  Statement of purpose—reason for the project  Specific high level project deliverables  Authorized project resources (i.e., people, budget)  Basic project timeline  Schedule and budget constraints 23
  • 24. GROUP WORK & CLASS DISCUSSION: INITIATING THE WHIRLIGIG MOVE  Do you have the information that you, as the move leader, need to get started? 1. Who is the project manager? 2. Who is the project “sponsor”? (see handout—glossary) 3. Who is on the project team? 4. What is the scope of the project manager’s authority? 5. What is the purpose of the project? 6. Who are the key stakeholders? (see handout—glossary) 7. When the project is done, what will be different? (What are the “deliverables”?) 8. What is the budget for the project? What is the source of funds? 9. What human resources are available for the project? 10. What is the basic project timeline? 11. Are there any special constraints on the project?
  • 25. HANDOUT: GLOSSARY  Project  Project sponsor  Champion  Stakeholder  Deliverable  Requirement  Triple constraint  Work breakdown structure  Work package 25
  • 26. THE TRIPLE CONSTRAINT Schedule (Time) Resources (aka Cost Project or Budget) Scope/Requirements (aka Specifications) 26
  • 27. GOALS, OBJECTIVES, TASKS, REQUIREMENTS AND DELIVERABLES  Goal: “Enhance family relationships”  Objective: “Hold a family reunion in 2004”  Project “component”: “Pick date and location”  Requirements for date and location:  Pick date/location convenient to large number of family members  Must not be a school day  Wheelchair accessible  Deliverable: the date and location 27
  • 28. GETTING STARTED: IDENTIFYING PROJECT COMPONENTS (MAJOR TASKS)  Each person get Post-It note pad  Write down 2 to 5 major components of a Family Reunion Project—one major component per Post-It note  Articulate with a verb and an object -- for example:  Pick a date and a location  Serve food and beverages  Invite people  No discussion for now! 2 minute exercise 28
  • 29. EXAMPLES OF MAJOR PROJECT TASKS/COMPONENTS—FOR A FAMILY REUNION Goal: Enhance family relationships Objective: Hold a family reunion Hold a Family Reunion Pick date and location Send invitations Serve food 29
  • 30. NEXT STEP: IDENTIFYING PROJECT SUB- COMPONENTS Example of subcomponents for “serve food” component Family Reunion Pick date and location Send invitations Serve food Plan menu Shop for groceries Cook food 30
  • 31. A TYPICAL “WORK BREAKDOWN STRUCTURE” Family Reunion Select date and location Send invitations Serve food Plan menu Shop for groceries Cook food “Work Evaluate cook books Review ideas with cooks Identify any dietary restrictions Finalize & communicate menu packages” 31
  • 32. PROJECT CHANGES ARE INEVITABLE: BE PREPARED! IF: Schedule •SCHEDULE is cut THEN must either get more RESOURCES or reduce REQUIREMENTS (or both) •REQUIREMENTS increase Requirements THEN must either increase Resources (aka Cost or (aka Specs) SCHEDULE or get more Budget) RESOURCES (or both) Do you remember •RESOURCES are cut THEN must either increase what this triangle is SCHEDULE or reduce called? REQUIREMENTS (or both) … 32
  • 33. NEGOTIATION  Avoid and resist irrational assumptions  It is impossible to do the impossible  The earlier bad news is known the better  Avoid stressing yourself out, negotiate instead  Use your influence – and your champion’s!  Don’t lose your nerve. You can do it! 33
  • 34. END OF PART 3 – SPEAK TO ME! 34
  • 35. THOUGHT ASSIGNMENT FOR BREAK: WHAT MAKES A GOOD TEAM LEADER? Write one idea on a Post-It and bring it back with you 35
  • 37. Leadership, influence, trust, and networking: and some tips for coping when things aren’t going well 4. LEADING AND PARTICIPATING IN NEW PRODUCT DEVELOPMENT TEAMS
  • 38. WHAT MAKES A GOOD TEAM LEADER?  Green thumb; small seeds, big trees  Driven; “miss a meal” pains  Leads from the middle  Velvet hammer  Tinker, tailor, try again  Manners matter  “Fly-eyed” From Crawford, New Products Management 38
  • 39. ROLES IN NEW PRODUCT TEAMS  Product/project manager  Sponsor  Team member (formal or ad hoc)  Other participants:  Champion  Reviewers, managers, committees, …  Other stakeholders 39
  • 40. PERSONALITY TYPES TYPICALLY ON TEAMS ALL ARE KNOWLEDGEABLE BUT SOME ARE:  Integrators  Likerelating to people from other departments; want to be on the team  Receptors  Respect others but don’t desire new relationships; good contacts but not good team members  Isolates  Specialists who want to work alone – also not good team members 40
  • 41. CROSS-FUNCTIONAL PROJECT TEAMS  Speed new product development  More likely to produce successful products  Ideal size of core team: 6 to 12 people  Team member more than a department’s “representative”  Collaboration, not just cooperation 41
  • 42. BEING EFFECTIVE WITH WHAT YOU HAVE  Be influential  Be trustworthy 42
  • 43. WHAT DO I MEAN BY “BE INFLUENTIAL”?  Focus on your “circle of influence” – those things you can do something about  Don’t stress too much about your “circle of concern” – those things you care about but can’t control  Be a networker  Be visible, credible, or both  Emphasize influencing decisions rather than giving orders or “being right”  Give problems their proper weight and context 43
  • 44. VISIBILITY AND CREDIBILITY: MEASURING POWER AND INFLUENCE SEEN High Visibility/ Low Visibility/ HEARD AND High Credibility High Credibility BUT HEARD NOT SEEN SEEN NEITHER High Visibility/ Low Visibility/ BUT SEEN Low Credibility Low Credibility NOT HEARD NOR HEARD Reddy, W. Brendan and Williams, Gil. The visibility/credibility Inventory. 1988 Annual: Developing Human Resources 44
  • 45. GROUP WORK ON VISIBILITY/CREDIBILITY INVENTORY  Divide into groups  Spend 5 minutes discussing the matrix (and your own results if you wish to share them)  Spend 5 minutes considering the implications for leading and participating in new product development teams  Report out (2 minutes per group) 45
  • 46. Organizational influence strategies 5. THE POLITICS OF PROJECTS
  • 47. WHAT IS POLITICS?  Actions and interactions with people that affect the achievement of your goals  Using the power and influence of others to mobilize people and resources to get things done  “All the things that happen and you don’t know why”—Anon. 47
  • 48. BASIC ASSUMPTIONS  Politics are inevitable  Politics are necessary  Politics can’t be eliminated, but they can be managed  Don’t assume politics is somebody else’s job 48
  • 49. MAPPING THE STAKEHOLDER SYSTEM OF YOUR PROJECT  Key to managing the politics of your project  So you focus your energy on influencing the right people  So you don’t forget anyone  So you can manage opposition and resistance  Prerequisite for “selling” your project from start to finish 49
  • 50. A STAKEHOLDER SYSTEM HAS “CLIENTS”  Sponsoring client —person in position to set strategic goals; person who ultimately decides; person best able to break ties  Power client —person who grants access to people and resources; person with whom deals are struck  Legitimizer —person who protects the status quo; subject matter expert; person who influences acceptance  Opinion leader —Person who is receptive to new ideas; recognized as “up and coming”  Career influencer —your boss or bosses  Champion – advocates vigorously for the project 50
  • 51. IDENTIFYING STAKEHOLDERS  Who is paying? Who makes “buy” decisions?  Who will use the results; who benefits?  Who originates?  Who defines “success”?  Who is an expert?  Who loses (credibility, something of value)?  Who is open to the new idea?  Who is good at stirring up excitement?  Who evaluates against the status quo?  Who is the first to see flaws or problems?  Who will feel the impact?  Who does the work?  Who will maintain the outcome?  Who knows the “big picture”—future direction? 51
  • 52. GROUP EXERCISE: STAKEHOLDER ANALYSIS FOR THE WHIRLIGIG MOVE PROJECT—GRAB YOUR POST-ITS! POWER CONCERN 52
  • 53. INFLUENCE TACTICS  Reason – using facts and data  Negotiation – exchange of to develop a logical argument benefits  Coalition – mobilize other  Higher authority – gain the people support of higher ups to  Friendliness – create good will mobilize others  Assertiveness – a direct and  Sanctions – use organizationally forceful approach derived rewards and punishments Want to assess your style? See Kipnis, David, and Stuart M. Schmidt. 1982. Profiles of organizational influence strategies (POIS). [San Diego, Calif.]: University Associates. 53
  • 54. MANY PROJECT MANAGERS …  Try reason and friendliness first  Use assertiveness and higher authority second  Underuse coalition and negotiation  All tactics are good, when used in the right circumstances and for the right reasons 54
  • 55. END OF PART 5 – STILL ALIVE? Almost to the finish line By: markwaitkus http://flickr.com/photos/waitkus/2421085988/ 55
  • 56. Failure, resilience and commitment 6. FROM SURVIVING TO THRIVING
  • 57. “FALL DOWN SEVEN TIMES; STAND UP EIGHT”— JAPANESE PROVERB  Innovation is essential  There are many challenges  Libraries and library sites competing for attention from their communities  No free rides—libraries must deal with open market forces like everybody else  Project leadership and team skills are important -- more and more work is done this way in libraries  Organizational politics can’t be eliminated but they can be managed  It is work worth doing, that you can take great pride in 57
  • 58. “THE LIBRARY IS A LIVING ORGANISM”—SR RANGANATHAN  With your help, libraries will carry forward, for the next generations, the vital role libraries have played …  Helping their communities turn mere “information” into insight, action, and the progress of knowledge Bartholdi’s Librarian Photo: bdcoen CC-BY-NC-ND http://www.flickr.com/photos/bdcoen/6787653117/ 58