Creating Value: The 4+2 Formula for Successlibrary.iima.ac.in/conference/public/dr_debra_wallace_creating... · •Leadership •Partnerships ... I’m teaching GE’s Two Decade
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Creating Value:
The 4+2 Formula for Success
3.0
Informed Leaders Start Here
Deb Wallace
Emerging Trends in Business Librarianship
IIM Ahmedabad, Dec. 2, 2015
Drew Gilpin Faust, President, Harvard University
Alan Garber, Provost, Harvard University
If our students leave here thinking that they can just go to Google to do a paper, then we’ve failed. Not just as a library, but as a university.
Nitin Nohria, Dean, Harvard Business School
4 + 2 =
Sustained Success
• Strategy • Execution • Culture • Structure
• Talent • Innovation • Leadership • Partnerships
Baker 3.0
=
Strategy
Strategic Shifts
FY07 FY08 FY09 FY10 FY11
Integrate with Research and Course Development
•3 pilot MBA projects •34 projects •Model developed
•36 projects •Develop - 3 •Revise - 2 •Enhance – 31
•79 projects •Develop - 9 •Revise - 9 •Enhance – 53
•92 projects •Develop – 16 •Revise – 10 •Enhance - 66
Organize the School’s priority information
•Catalog books •Socialize info mgt
•Catalog electronic info • Institutional Memory (IM) •Info Lifecycle Mgt
•Finish IM & Centennial Assets •Start Scholarly Assets •Stds for SharePoint
•RIS, LMS •Content types •Web content mgt •Search/Findability
•Findability •Analytics program •HBS IM practice •Data curation & mgt •iTRAC large projects
Move to electronic products and services
•Status Quo •2.5X electronic vs. print expenditure
•First Knowledge Center – BBOP •HC web properties •2.9X electronic vs. print
•Institutional Memory •Agribusiness Knowledge Center •OPM eBaker •2.7X electronic vs. print
•11 research/course support ShareSites •2.6X electronic vs. print
•Self-service support via Knowledge Centers, Web parts for ShareSites and Learning Hub •2.7x electronic vs. print
Support Global Research and Education
•No Focus •Alliance with CBS •Network with European universities •Relationship with HBS Research Centers •Global databases added (China, India)
•Network w/Chinese universities, Harvard •Launch GKEN – 40 •Track global aspect of research support – 269 •Q3 -1st sourcing in China
•Partnership with APRC •China content resource network developed
•APRC and IRC •Economic model for content, including global support •India content resource network developed
Increase reach of faculty knowledge dissemination
•Working Knowledge website and newsletter
•Working Knowledge for Exec Ed, Publishing, media •WK moved to daily content
•Economic Crisis site •Working Knowledge for Initiatives •Alignment with Marketing Plan
•Analysis to support FY11 Working Knowledge redesign
•Increase junior faculty representation •Marketing & Communication plan
Harvard Integration •University Library Council (ULC) •ULC committees
•ULC •ULC Standing Committees
•Harvard Task Force on University Libraries •ULC Convening Comm
•Library Implementation Working Group (LIWG)
•LIWG •Professional Schools shared services
Integrate with Research and Course Development
Organize the School’s Priority Information
Move to Electronic Products and Services
Support Global Research and Education
Increase Reach of Faculty Knowledge Dissemination
Harvard Integration
KLS Strategy Reflection Approach
Start Program
• Team • Charter • Plan • Framework: “4+2 Formula” • Deliverables
Assess Situation
• Current understanding; strengths and weaknesses • Check guiding principles • Understand Customer Needs
Conduct Reflection Discussions
• Mission, Vision, Priorities - Intent • Mission, Vision, Priorities - Consensus
Align Accountability
Create Measures
• Operational Goals & Objectives • Budget
Implement
Communications
Enga
gem
en
t
• Organizational Design and Build
Initiate Identify Determine Execute
• Roll out org • New roadmaps & tracking mechanism on deliverables
HBS and the Landscape of Management Education, 2015
1. How can KLS’s strategic priorities address the challenges and leverage the opportunities?
2. What additional capabilities and resources do we need to succeed?
3. How will we measure our progress against plan; our successes against our promised deliverables? What does success look like?
10
Baker 3.0 Ecosystem
Enduring Goals • Deliver the greatest possible value to KLS’s
customers by integrating our expertise and resources in support of their teaching, learning, and research.
• Build and enrich a knowledge and information ecosystem that delivers what our customers need when they need it, seamlessly.
• Be the trusted advisor for HBS in knowledge, information, and learning practices.
Mission We deliver distinctive information expertise,
services, and products so that our community excels.
Vision Baker Library is the first
place the HBS community searches to meet its
information and research needs. We are transforming the way the business world
accesses knowledge.
Mission, Vision, & Priorities FY15-FY17
Priorities Baker 3.0 Ecosystem: As proactive thought leaders, design and build the digital knowledge space to provide our expertise, services, products, and resources to the HBS community. Faculty Research Innovation: Advance faculty research and teaching with innovative products and services that have the potential to become core. Documenting the Corporation: Document the legacy of business and HBS in the digital age through strategic collecting. Baker for Business (B4B): Extend our reach to alumni with new products and services that provide them with the information they need to support their business decisions and professional development.
Across all priorities is a commitment to continuously improve our ability to be an adaptive organization, a collaborative culture, and transparent communicators.
Baker Library – Informed Leaders Start Here!
http://waytowealth.org/intro.html
I’m a… Use Case Market Product
Faculty (non-HBS) I’m teaching the Nokia case tomorrow and would like some recent news articles
on the current state of the company, financials, and a stock price chart indexed
against the S&P 500.
Academic Case Flash
Forward
Faculty (non-HBS) I’m teaching GE’s Two Decade Transformation and would like to better
understand Jack Welch’s approach to linking planning to management action.
Academic Leader 360
Faculty (non-HBS) I’m teaching a finance course where we will be looking at the subprime
mortgage crisis and other events of the financial crisis in 2008. I would like to
broaden the current discussion with perspectives from past financial crises.
Academic Industry History
MBA Student or
Recent Grad
I’m looking for a job in consumer products and would like industry trends, key
players, and competitive environment analysis.
Employment
– Entry Level
Industry
Highlight
HBX Student I’m taking the Disruptive Strategy course. I’m researching Airbnb’s business
model and the broader market context that’s allowed it to flourish. Where do I
start?
Academic Research Guide,
Industry
Highlight
Alumni
(job seeker/
interview prep)
I have an interview next Monday and need recent news, financials and analyst
reports for Unilever. Any bio’s you can send me for the people who I am
meeting (see attached) would be great. Also, is there a way to see if anyone
from HBS is affiliated with Unilever in Brazil?
Alumni Fee for research
services
Alumni
I need a current list of VC/PE deals and trends in biotech for an interview next
week. Alumni Fee for research
services
Alumni
(job seeker)
I would like to get a list of companies in the cleantech sector on the West Coast.
How can I identify HBS alumni working in this sector (globally) and in these
companies (specifically)
Alumni Fee for research
services
Alumni
(entrepreneur/
business owner)
I just met with my business partner to review the prospectus for our new
business. We’re meeting with potential investors next week and need to add
more market and industry data to our presentation. We need you to review the
prospectus, identify resources to answer the questions we’ve included and see
if there are other areas where library resources can add value to the
presentation.
Alumni Fee for research
services
13
• Culture slide
Culture
A Culture of Innovation
16
iLab Team
BL|BC B71
Structure
KLS Organizational Chart
KLS Project Pyramid
Game
Changers
Enhancements
Core Services & Organizational Capabilities
Cross- KLS Opportunity Management Process (for opportunities involving two or more KLS groups)
Customer
planning
meetings/
check-ins
Proposed KLS
initiatives
Proposed KLS
activities
requiring
resources of
two or more
KLS groups or
KLS and other
HBS group(s)
Check
with
manager
Proposal form
completed and
submitted to
SMT
Opportunity
not pursued
(mgr
communicates
decision to
proposer)
SMT decides
GO/NO GO
Opportunity
not pursued;
SMT
communicates
decision
SMT confirms
resource
availability
SMT assigns
project team
and Steering
Comm
HBS
governance
(e.g.,
iTRAC) if
needed
Project
mgt
Does not meet phase 2 criteria (see next slide)
Meets phase 2 criteria (see next slide)
NO
NO GO
GO
IDEA GENERATION OPPORTUNITY REVIEW PROJECT GO/NO GO
KEY Sources of ideas
Managers
SMT
Project Team
HBS governance
KLS Project Proposal
(FORM PMP-1)
KLS Project
Charter
(FORM PMP-3)
Italicized text required form to be completed at this step
Project
Team
completes
Statement
of Work
(SOW)
Project Mgrs
KLS Project
Statement of
Work
(FORM PMP-2)
Involves at
least one
other KLS
or HBS
group?
YES
Go/No Go decision
made within the
group (guided by
the phase 1
criterion 1 &2 on
next slide)
Meets
phase 1
criteria?
(see next
slide)
NO
YES
Designated KLS staff
Place in
“Potential
Opportunities
Pipeline” if
appropriate
NO GO
GO
Managing Director, KLS
Innovation • Innovation
Innovation through understanding. S. Datar / Design Thinking and Innovation
Discovery &
Delivery
Platforms
Information
Products
Infrastructure
Information
Management
Content Repositories/
Sources
Digital
Processes/Platforms
for Creation of
Content Repositories
CMS
Content Creation
& Access
Product & Service
Delivery
M Shaffer & S. Oliver - August 12, 2015
• Partnership
Partnerships
Baker 1.0
Baker 1.0
28
Baker 2.0
29
Baker 3.0 30
Lessons Learned
https://missiontomission.wordpress.com/tag/honduras/
… and in India ??? Over to you to write the next chapter.
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