Evaluation of Strategic Plans in Academic Medical Libraries

Objective: Identify the evaluation methods being used in academic medical libraries that are engaged in strategic planning, where in the planning and implementation process evaluation is being incorporated, and how the evaluation data are collected, analyzed, and incorporated into future strategic planning processes. Methods: Using the multi-case approach (five), data collection included document review (strategic plans, memos, Web sites), and interviews (semi-structured individual interviews and focus groups). John Bryson’s process for strategic planning and Margaret Dalrymple’s framework for the evaluation of strategic plans are utilized throughout the study. Results: The strategic planning process used at each institution varied, yet could be mapped to Bryson. Evaluation programs include evaluating the strategic planning and implementation process, individual initiatives, and the outcomes/impact of the plan. Top barriers to incorporating evaluation into initiatives included time, skill level, and fear of the results. The top facilitators identified were including evaluation in the planning process and making evaluation a requirement. Conclusion: Strategic planning served as management tool to provide libraries in the study with direction and focus; however, there remains a strong need for leaders to communicate the importance of incorporating evaluation into the planning process.