Saturday, April 13, 2013

#CILDC : Management Metrics that Work

[This session was on April 9 and I just realized on April 13 that I didn't published my notes from it.]

Karen White, Kris Vajs and Karen Krugman
There slides are quite packed with information!

Karen White - 
Why report to your management?
- Communicate value
- Demonstrate transparency
- Demonstrate support for the org's mission
- To generate support

There are many metrics that you may want to measure.  What data do you want to collect?

USAID is moving toward a virtual library and has needed to account for that in their metrics.  Therefore, having foot traffic go down is a good thing and expected.

Where do you store your metrics?
- Excel / spreadsheet
- relational databases 
- virtual reference software 

Collecting your metrics
- decide what to collect
- collect it proactively
- collect quantitative and qualitative
- identify metrics from similar organizations
- use vendor supplied data
- limit the number of metrics.  Focus on what you need.

Ways to collect metrics
- tally sheets
- surveys, customer feedback, observations
- focus groups, interviews
- benchmarking 

Presenting your metrics
- report on a regular basis
- Tailor your reporting
- share reports to your staff
- understand how your metrics relate to each other

- written reports
- Verbal presentations
- Infographs
- dashboard

She shared examples from other libraries and from her own (USAID).

Karen Krugman -
She presented examples from the Export-Import Bank of the U.S. 
She strives to demonstrate how the library impacts the organization.  For example, showing how specific library resources support areas/focuses of the organization.

Kris Vajs - 
Review your metrics regularly to be sure that you are collecting what you want and what matters.  
Collect metrics before you're asked for them.  

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