Management and Administration Conference
University Plaza Hotel and Conference Center
November 1-2, 2006
Make your hotel reservation by October 11 to receive the OLC Conference rate.
Agenda
Wednesday, November 1
10:00 AM
Registration
10:30 AM
Opening General Session:
The User-Centric Library: What OCLC's User Perceptions Report Means for Public Libraries
Michael Stephens, Instructor, Graduate School of Library and Information Science, Dominican University, River Forest, Illinois
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Photo by Adam Tarwacki
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How do we innovate, manage, and learn while still serving the user? Focusing on OCLC's recent report, Perceptions of Libraries and Information Resources, Stephens' presentation includes statistics, implications, and planning strategies for creating user-centered services and spaces. Branding, marketing, physical spaces, online access, and Web 2.0 will all figure into this 21st Century view of libraries and the people whom use them.
Holding an MLS from Indiana University, Michael Stephens has spent the last 15 years working in public libraries as a reference librarian, technology trainer, and manager of networked resources and training. His most recent position in the public library setting was as Special Projects Librarian, focusing on technology, policy, and planning.
Active in the American Library Association, he has presented at library conferences locally, nationally, and internationally as well as at leading workshops for libraries and library associations across the country. His workshop, the Social Technologies Roadshow, is making stops in Illinois, the Netherlands, and London before the end of the year.
In 2001, Stephens published The Library Internet Trainer's Toolkit, a series of technology training modules on CD-ROM. In 2005, he was named a Library Journal “Mover and Shaker,” and he served as a Scholar at the Chicago Public Library's Scholar in Residence program. He has written for Library Journal and currently writes for the ALA TechSource Blog (www.techsource.ala.org/blog) as well as his own blog, Tame the Web ( http://tametheweb.com ). His Library Technology Report, “ Web 2.0 & Libraries: Best practices for Social Software,” was published by ALA in July. |
11:30 AM
Lunch
12:30 – 1:45 PM
Integrated Communications
Sally Stevens, Stevens Baron Communication, Inc.
As media "noise" increases and our users are increasingly distracted, the old ways of communicating about library services and their value will no longer cut it. Libraries will have to become more strategic and purposeful in their marketing and PR efforts in order to be seen and heard. Stevens Baron Executive Vice President Sally Stevens will tell you how to do that. She'll explore ways to integrate quality, cost-effective communications tools to build awareness and boost brand. This session covers ideas on how to multiply the effectiveness of your message by combining various public relations, advertising, and other efforts in front of key audiences. (Marketing and Public Relations)
Beyond the Book Sale : Using Information You Already Have to Affect a Sustainable Fundraising Program
Chris Painchaud, eTapestry
Learn how you can take what you already know about your patrons and donors to implement a substantial and sustainable fundraising effort. Learn how to analyze your data, and then take action on it to increase fundraising. Results can be dramatic – from 25% to 300%! Session participants will learn how to collect & organize good data in your system, what to look for in your database – whether using your old one or buying a new one, how to improve donor communication and donor relationships, and how to easily put your information to work to increase revenue without a dramatic increase in costs. (Management and Administration)
Goal Setting as a Way to Employee Motivation
Meg Delaney, Toledo-Lucas County Public Library
Imagine a setting in which staff brainstorm then collaborate on departmental goals for the year. Imagine staff working individually and in teams to accomplish these goals. Imagine morale rising consistently as goals are accomplished and checked off the list. All this can be yours with a little planning and some focused conversations. Learn tips and tricks for motivating even your most entrenched staff to deliver their best. (Management and Administration)
GAAP-Look-Alike Update/Auditor of State Update
April Davis, Ohio Auditor of State's Office
Over the past year, the GAAP-look-alike requirements have evolved. The Auditor of State along with OLC's Library Accounting Division have set some guidelines that will help libraries that choose to present financial statements in this format. The session will also cover updates from the AOS. (Library Accounting)
Is It Time To Update Your Personnel Policies?
Wendy Crosby, PHR, Columbus Metropolitan Library
Has it been decades since your employee handbook was updated? All organizations need sound personnel policies that meet legal requirements and at the same time balance employment law with employee relations. Highlights of this session will include new trends in personnel policies, the basics of developing personnel policies, and minimum legal requirements. Examples and articles will be included in the handouts. (Human Resources)
2:00 – 3:15 PM
Why Most Teams Fail During Library Revolutions
Pat Wagner, Pattern Research, Inc.
When libraries decide to improve communication and productivity, they often to turn to team management models to reorganize the staff. Why, in too many cases, does the team concept become mere words to mask old problems, or does it fail altogether? Before you start calling your department a team, find out what you need to do to ensure its success. Learn the basics of organizing and managing a team, what agreements need to be in place, and how to hold everyone accountable and responsible for the team's success. Also, you'll learn ways to deal with slackers, naysayers, grumps, and prima donnas and the benefits and costs of the team model in libraries. (Management and Administration)
Meet Them Where They Are: Online
How the Internet is Changing the Face of Fundraising for ALL Non-Profits
Chris Painchaud, eTapestry
This session explores current research regarding the evolving trends in Internet usage, and its effect on fundraising in specific, and the non-profit world in general. These trends include the changing demographics of Internet users, the use of the web as a tool for e-commerce, communication, and relationship building, and more. This is a highly interactive and entertaining look at the Internet revolution, and how it is rapidly changing the work of the development office and the art of fundraising. Participants will learn current trends and statistics of e-philanthropy and Internet use, strategies and designs for effective implementation of an online presence, and ways other non-profits are utilizing the Internet using examples and case studies. (Management and Administration)
Consumer Driven Health Plans
Robin Clark, AultCare
There's much media discussion of Consumer Driven Health Plans – their popularity and their significance as a new concept in health plan design. But why are they getting so much press? This program will review popular consumer driven health plans and explain pros, cons, and considerations for employers and employees. As a non-profit employer you have unique sensitivity to the costs of providing health benefits to your staff while balancing that constraint with your recruitment and employee satisfaction initiatives. This session will give you a basic understanding of what these plans are, how HRAs and HSAs work and are being used by employers in both profit and non-profit settings, and the extent to which they are impacting trends in the health care industry so that you can evaluate them as an option for your organization. (Library Accounting)
Maximizing Employee Performance
Lisa Merritt, The Human Resource Department Ltd.
Are you struggling with how to improve the performance of one of your staff members? Do you have an employee who performs at an acceptable level, but is capable of much more? Do you put off giving performance evaluations because of the problems that have to be addressed? In “Maximizing Employee Performance,” you'll review how to effectively set goals, measure progress, provide performance feedback, and offer positive reinforcement throughout the year. Guidelines for conducting a performance evaluation conference and some common mistakes to avoid are also provided. Reference materials include sample performance tools such as an annual goal setting plan, performance evaluation, and performance improvement plan. (Human Resources)
Experience Marketing: A New Way to Promote Your Library
Lisa Bachman, All Points Connect
Forget traditional promotional methods and think grassroots, innovative, completely targeted, and on the street – in short, Experience Marketing. Experience Marketing expert and founder of Cleveland 's "All Points Connect," Lisa Bachman will explain this fresh approach to marketing and how libraries can use it. During this discussion, you will learn how to use techniques to attract attention and create memorable experiences. You will learn how to combine traditional methods with grassroots efforts and how the combinations, with some imagination, can directly connect you to your target market. Ready to get connected? Join us to learn how to make a connection that lasts and lasts and lasts… (Marketing and Public Relations)
3:30 – 4:45 PM
Role Modeling for Your Staff
Don Barlow, Westerville Public Library; Carol Pelz, Grandview Heights Public Library; Ryan McDonnell, Marysville Public Library and Steve Mayhugh, Middletown Public Library
Library directors and managers play an important part in staff development, providing role models in dealing with intellectual freedom issues, especially for newer staff members. Your actions and responses when faced with problems like a challenge to a video, a controversial group wanting to use the meeting room, or a display that some in the community question, all teach employees about the library's values, even if – or perhaps especially when – written policies contradict what they are seeing and hearing. Three experienced library administrators discuss how they work with the staff to ensure that the library's intellectual freedom positions are in line with their policies. This discussion will be moderated by Ryan McDonnell, Director of the Marysville Public Library. (Management and Administration)
Levy Planning and Analysis
Meribah Mansfield, Worthington Libraries; Patrick King, A.G. Edwards and Sons, Inc.; and Rebecca Princehorn, Bricker and Eckler, LLP
Libraries play a critical role in community life. This panel discussion focuses on how to tailor a local property tax levy request that a community will understand and support. The panel will analyze current levy options under Ohio law and evaluate tools to tailor a library's levy plan to ensure operating and permanent improvement needs are identified and met. Best practices in financial modeling and community engagement will also be discussed. (Management and Administration)
Insurance 101
Rebecca Swisher, Hylant Administrative Services, Inc.
This session will explain the types of insurance that libraries should have including property, liability, motor vehicle, inland marine, errors and omissions, and how to determine limits for each type. (Library Accounting)
Human Resource Compliance Issues
Dave Waldorf and Charles Niles, The Human Resource Department, Ltd.
This session provides a review of major workplace regulations which govern daily human resource decisions and administration including wage and hour laws (Fair Labor Standards Act), leaves of absence (Family and Medical Leave Act), disability accommodation (Americans with Disabilities Act), harassment prevention, and employee discipline/discharge. Focus will be on avoiding lawsuits and penalties. The session concludes with an open discussion of current human resource issues that the conference participants want to address. (Human Resources)
Re-Calibrate Your Media Relations: Former Reporters Talk
Carla Davis, Akron-Summit County Public Library; Susan Gibney, Toledo-Lucas County Public Library; and Rhonda B. Sewell, Toledo-Lucas County Public Library
It's more important than ever for libraries to get the word about how valuable we are to our communities and the state. But how can we break through all of the "noise" and get the attention of reporters -- and get our stories used by the media? How can and should we upgrade and update our news releases and media relationships to get better coverage? Former reporters turned library PR officers Carla Davis, Susan Gibney, and Rhonda Sewell will share their "insider" tips on writing news releases that get noticed, how to contact and work with reporters and editors, what makes a good feature story, what reporters really want from you, and more. Learn how to re-work, re-fine, and re-define your media efforts to achieve maximum impact. (Marketing and Public Relations)
5:00 PM
Conference Reception
Unwind after a busy conference day with your colleagues from across the state. There'll be relaxing piano music, complimentary hors d'oeuvres, and a cash bar. OLC will provide ample information on popular restaurants and destinations within the city for your evening's enjoyment. You can make plans to have dinner your friends or just relax in your hotel room with your current favorite book.
Thursday, November 2
8:00 AM
Breakfast Buffet
9:00 – 10:15 AM
Why Your Library Changes and Goals Don't Stick and What You Can Do About It
Bill Young, Empowerment Essentials
Your satellite branches don't follow the rules, tension is high between groups of staff, and every time you try to set goals or introduce changes, responses vary from apathy to insurrection. Sound familiar? You're not alone. Managing change effectively is a problem for most organizations, including libraries. In this program we will examine the reasons that changes fail and learn proven, effective ways to manage changes and achieve your goals. We will cover the eight reasons changes fail, the three-step transition process, and the eight steps to lasting, effective change. This program is for all library staff and is a requirement for the effective library in an ever-changing industry. (Management and Administration)
The Technical Side of Library Foundations
Russell L. Hodge and David S. Baker, Hodge Cramer & Associates, Inc.
With state funding continuously under fire, more and more Ohio libraries are turning to their community's philanthropic resources for income. This session will share details of creating, operating, and staffing a foundation. You will also hear the how, when, and why of fundraising for your foundation. This is an ideal session for trustees, directors, volunteers, and program directors. (Management and Administration)
Interactive Budgeting
Kelly Kroll, Library Fiscal Consultant, Stacey Russell and Blair Tom, Muskingum County Library System
Two clerk-treasurers from libraries of two very different sizes will discuss how to set up a budget process and how to involve staff to get information that is important to creating a budget. Library staff will share how this interactive process helps them manage staff and plan for the coming year. (Library Accounting)
Bridging the Gap: Core Competencies and Staff Training
Pat Carterette, Cleveland Heights-University Heights Public Library and Martha White, Columbus Metropolitan Library
Renew your commitment to training and staff development. Whether your library is small or large, core competencies can be used to create a framework for a complete training and development plan. From training tracks to tracking training, this interactive session will provide tools to help your staff meet the challenge of their jobs with excitement, a fresh perspective, and a renewed purpose. You'll plan a one-hour training session based on a core competency, and you'll begin work on a comprehensive training track based on competencies to take back to your library. (Human Resources)
High Tech Marketing
Mark Scholl and Scott Holley, Resource Interactive
Today's challenge in reaching consumers is to make an impact in a “micro moment” or the time spent moving from television to e-mail to text messaging to blogging and back. At this overview of Online Marketing and Advertising (OMA) presented by analysts from Resource Interactive, find out about the technologies that can help market your services by taking your content on the Web and distributing it to other digital platforms to engage your customer. These types of marketing include display ads, mobile phones, AdverGaming, RSS, search engine marketing, e-mail, social networking, and blogging. Mark A. Scholl and Scott Holley will shed light on these emerging marketing techniques and how common marketing issues can be solved using the digital media platforms of OMA. (Marketing and Public Relations)
10:30 – 11:45 AM
Second Chair Leadership
Dr. Charlaine Ezell, The Extra Edge
If you play “second fiddle” to a director, supervisor, or decision maker, you may want to bring about library improvements without having the formal authority to do so. Staff who are “not in charge” can still be effective at influencing others, using persuasion tactics developed by leaders without official power. Learn how to make an irresistible argument, build support among colleagues, find and prepare champions for ideas, and operate successfully in the political arena. Dr. Charlaine Ezell, President of the planning and consulting firm, The Extra Edge, shares proven tactics for getting people to do what you want when they don't want to do it. (Management and Administration)
Web 2.0: Missing the Boat or Avoiding the Hype
Laura Solomon, Cleveland Public Library
There's a lot of buzz going around “Web 2.0” and the online services that have been labeled as such. Library and information providers are being urged to use this Internet technology to satisfy user demands. What are Flickr, del.icio.us, and RSS, and what can they do for your library? Are you missing the boat or avoiding the hype? Get the lowdown to these and other aspects of Web 2.0 in terms that don't require a techie translator. (Management and Administration)
Legal Questions You Should Be Asking
Lynda Murray, OLC Director of Government and Legal Services and Jon Iten, OLC Legal Counsel, Vorys, Sater, Seymour and Pease
Jon Iten and Lynda Murray are OLC's “go-to-people” for information on legal issues facing libraries. They're also frequent presenters of the popular session “Frequently Asked Legal Questions.” In this session they'll offer a variation on that theme as they offer insight into questions that libraries are currently asking or should be asking. For example: What is the library's liability when patrons illegally download material on the library's computers? What about e-mail communications among library board members? Bankruptcy issues and delinquent patrons? Inadvertent disclosure of personal information? As always, they'll address questions and concerns posed by the audience as well. (Library Accounting)
Learn from the Donald: Cutting Loose Before You're Hanged
Kathy Stengel, Middletown Public Library
When is terminating an employee the best choice for an organization? What steps should be taken? Many supervisors are hesitant to terminate an employee. This presentation will give you information to alleviate those fears, help you minimize the risks of terminating an employee, and alert you to other issues you need to think about that may be related to a termination. Samples of forms and policies will be provided to help you create what you need for your library. Learn how your policies and forms can hinder a termination, how to deal with your Ogre employee, how and when to document, and how to handle the termination. Coaching, documenting, and progressive discipline come before "You're Fired!" (Human Resources)
The Ins and Outs of Community Surveys
Donna Fletcher, Donna E. Fletcher Consulting, Inc. and Larry Hammond, Research in Marketing, Inc.
As more and more libraries embark on long-range plans and building programs to meet community needs, community surveys become increasingly important. It's a topic that may seem difficult, if not overwhelming for library directors, public relations specialists, and trustees. This session will seek to familiarize participants with survey basics so that they can make sound decisions for their libraries: when and how to survey the community, how to create actionable surveys, how surveys can help pass a referendum, and how to avoid common pitfalls in survey design. Session will include case histories of library studies. (Marketing and Public Relations)
11:45 AM
Lunch
12:45 PM
Closing Summary Session
Susanne Jaffe has been the Executive Director of Thurber House in Columbus for the past five years. Susanne will discuss the challenge of change and how approaching change enthusiastically and creatively can strengthen the library in terms of services, image and use. By adopting certain models of performance from the business world that have been re-configured for the world of non-profits, libraries can forge their future rather than follow their past. She will discuss how a few simple steps can enable libraries to meet new trends, new technology, issues and problems with understanding, energy and plain old common sense.
Thurber House is a non-profit literary center for readers and writers. Prior to this position, she was an executive in New York City trade publishing where she was a vice president, editor-in-chief of a division of Random House; vice president and senior editor of Simon and Schuster; editor-in-chief of Avon Books. She is a published author and has taught creative writing. She attended the Stanford Graduate School of Business for Executive Leaders in the Arts.
Michael Stephens will also assist with the closing session. Michael will not only have been a presenter at this conference, he will have been a participant–attending breakout sessions, taking meals with participants, and networking. During this closing session he'll share insights into what he's learned at the conference and interact with audience members during a
Q & A session.
