University of Maryland Libraries: Evaluation Plan for Organizational Change
Appendix One: Leadership Development in the UM Libraries - Background/Context
I. Evaluation Plan - Introduction
II. Appendives:
- Appendix One: Leadership Development in the UM Libraries
- Appendix Two: Timeline for Performance, Permanent Status, and Promotion Review
- Appendix Three: Mentoring Task Force Report
| Fall 1996 | Dean Charles Lowry joins organization. (10/96)
$1,000 professional development funds available per librarian. |
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| Spring 1996 | CQI team final report on Staff Training and Development issued (5/96). | |||
| Spring 1997 | Manager of Staff Training & Development position created (4/97). | Libraries’ Strategic Plan issued (4/97) | ||
| Fall 1997 | Manager of Staff Training & Development position filled (Hubbard). – (10/97). | Staff Awards Committee formed | ||
| Spring 1998 | Train-the-trainer session for staff instructors (Presentation Skills) – Jean Spanarelli (5/98, 24 attendees).
Age of Technology – Your Guide to Change Management videoconference (4/98 – 25 attendees). |
Services Task Force Report Issued (3/98)
Grants Office organized. 1998 |
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| Summer 1998 | Staff training needs assessment survey administered (6/98) | Subject teams formed:
All-Staff “Visioning and Values” sessions held (8/28) |
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| Fall 1998 | Individual-Team-Organization (ITO) Survey conducted with Public Service and Collection Management librarians. (Survey conducted by Maureen Sullivan) | Sexual Harassment Prevention Program sessions initiated
Stress Management Session – Jennifer Blumberg (11/98 – 16 attendees). Staff Training room (4M4100E) created (10/98) |
All-Staff meetings implemented (8/98). | |
| Spring 1999 | Meeting Management and Communication Skills workshops held – Joan Stein- (230 staff trained).
Staff Training & Development website launched Sexual Harassment Prevention Program (7 sessions – 128 attendees). Staff Lending Library formed Stress Management Session – Jennifer Blumberg (1/99 – 10 attendees). New Staff Orientation program designed Performance Review & Development for Assoc. Staff Session held Computer skills classes held (Windows – 8 classes, Simeon – 13 classes, Intro to WebSpinner, Digital Imagery & Visualization) |
Work Culture Task Force report issued.
Publication of a library-wide annual report for FY1998. This was a first time for the Libraries. Libraries revised Strategic Plan developed (4/99). Grants agenda created Successful grant proposals were: Nippon Foundation & U.S. National Endowment for the Humanities to support projects in the Prange Collection. FY1999 |
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| Fall 1999 | Health and Wellness Fair sponsored (8/99).
Fall Writing Workshop Series offered (Writing Clearly – 14 attendees, Grammar & Punctuation – 21 attendees, Writing Cohesively – 11 attendees, Writing Concisely – 8 attendees). Meeting Management Follow-up survey distributed – 33% response rate (8/99) |
Library Personnel & Budget Offices reorganized (FY1999). 69 searches for new staff performed, 67 new permanent, contract and “if and when needed” appointment hired. 19 new graduate students were hired. | First full year of operation for PASD -- Fall 1999
APPSC reviewed 18 applications from library professionals for promotion and under the New Regents’ Policy on Librarians. Fourteen were promoted Librarian III and one to Librarian IV. Twenty-nine positions were submitted to Campus Personnel for classification review. Twenty-four hour services began in McKeldin. Fall 1999. In-House Customer Satisfaction Survey conducted. |
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| Spring 2000 | Customer Service Excellence Institute (Dr. Diane Weingand, Univ. of Hawaii) offered (3/30-3/31 – 80 attendees
Meeting Management and Communication Skills (5/1-5/2) (30 staff trained) Drama Workshops (Scot Reese) offered (5/22-5/24 – 17 attendees) Computer Training survey distributed (4/00). Results used to develop training courses. |
Organizational Culture and Diversity Assessment conducted (4/00).
Librarians given non-tenure track faculty status (4/00) Focus groups conducted based on feedback received from Customer Satisfaction Surveys. |
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| Summer 2000 | Position of Assistant Dean for Organizational Development created (Working Paper 1, 6/00) | Health and Wellness Fair sponsored (6/14/00)
Conflict Resolution sessions (Dr. Hugh O’Doherty) offered (6/1, 6/21 – 36 attendees) |
50 new and “change in rank”
Staff participated in New Staff Orientation (3/99-8/00)
New GA Orientation (8/00) |
Working Paper #1: Team-Based Learning Organization – issued (6/00) |
| Fall 2000 | Individual-Team-Organization (ITO) Survey conducted with Public Service librarians. (10/00)
Technical Services Division Blue Ribbon Committee begins. (12/00) |
Drama Workshops (Scot Reese) offered (10/00 - 14 attendees).
Project Management (John Cable) session offered (9/00 – 15 attendees) |
68 searches were performed and 88 permanent, contract and other appointments, and 23 new graduate assistants hires were made. FY2000 | Performing Arts Library opens.
Special Collections moves to Hornbake Library. Organizational Culture and Diversity Assessment Final Report released (8/00) Working Paper #2: Advancing the Team-Based Organization – issued (10/00)
MITH-Text Center opens fall 2000. |
| Spring 2001 | Facilitators Team formed. (4/01) | Meeting Management and Comm. Skills Workshop offered (20 attendees)
Clear & Concise Writing session offered (5 attendees) Computer Training classes continue:
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Working Paper #3: Becoming a Learning Organization – issued (1/01)
Working Paper #4 - Planning and Administrative Services Division in a Team-Based Learning Organization – issued (4/01)
Plan of Governance For the University of Maryland Libraries ratified (4/01) Performance Review Task Force (Library Faculty Association Task Force) organized. LibQual+tm Survey conducted on campus. Libraries’ Strategic Plan revised (4/01) |
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| Summer 2001 | Leadership Development Retreat (7/23-/24, 8/27-8/28) | Electronic Workplace Readiness workshops (13 sessions – 151 attendees)
Corporate Time workshops (8 sessions – 127 attendees) |
Search Committee Handbook developed by PASD director | Working Paper #5 - Establishing a Self-Managed Social Sciences and Allied Professions Team – issued (8/01) |
| Fall 2001 | Technical Services Transition Team begins. (10/01) | Computer training classes offered.
Leadership and Shared Leadership sessions held (11/6, 11/27) (2 sessions, 86 attendees) Learning To Thrive in an Ever-Changing Workplace sessions held (9/12, 9/13, 11/7) (5 sessions, 95 staff) Manager, Staff Learning & Development (Hubbard) resigns (12/01) |
Coordinator of Personnel Programs hired 10/01, as a result of Organizational Culture and Diversity Assessment findings
Mentoring Info Sessions developed (3) Mentoring Task Force appointed by LFA |
Welcome Desk inaugurated fall 2001
Working Paper #6 - Technical Services Division In A Team-Based Learning Organization – issued (9/01) |
| Spring 2002 | Arts and Humanities Team Review conducted. (1/02)
Benjamin Schneider, Professor of Psychology from the Department of Psychology, was guest speaker. (2/7 and 2/12) May Staff Days (5/02) Members of the Facilitators Team provide team development support to new Technical Services Production Groups and Coordinating Teams. |
Computer training survey repeated. Courses offered:
Grammar and Punctuation session offered (11 attendees) Lib-learning reflector launched. “Principles & Practices of a Learning Organization” offered (2/14, 2/22, 3/28) “Leadership and Shared Leadership” held (2/6, 2/27) “Learning to Thrive in an Ever-Changing Workplace” offered (1/31, 3/8, 5/7) (5 sessions, 71 staff) |
Library orientation organized for new staff 2/02 (41 participants)
Permanent Status Review Calendar organized (3/02). Thirty-one letters sent to faculty on permanent status track. Mentoring Workshop (5/21 - 21 participants) Goodwill Committee reorganized and becomes part of PASD division (6/02). Telework Program implemented 5/02. Fifteen faculty and staff now take advantage of the program. Graduate Assistant Appreciation Day (5/30) |
Library Faculty Assembly passes a resolution that supports 8 hours of learning for all library staff (Admin. Memo # 40 – 4/02).
Technical Services Production Groups and Coordinating Teams formed:
Faculty Annual Review Oversight Committee Organized (5/02) |
| Summer 2002 | Collection Management Team review conducted (8/02). | Learning Styles sessions held (6/13 - 29 attendees)
Tapping Creativity session held (6/20 - 24 attendees) |
Diversity Committee prepares 2002-2004 Diversity Work Plan
Graduate Assistant orientation for 15 new GA’s (8/02) Orientation sessions for faculty and administrators provided on an individual basis. (Ongoing) |
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| Fall 2002 | Copy of The Team Handbook (Schlotes) given to all team leaders in the Libraries (10/02). | Customer Service modules offered.
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Goodwill Committee Welcome Luncheon (10/24) | Phase III of the McKeldin/Hornbake project began and extended to August 2002 |
| Spring 2003 | Information Technology Division Management Team review conducted. (4/03) Special Collections Division Retreat held. (5/03) |
Manager, Staff Learning & Development position filled (Saponaro).--(1/03) "Summer for Supervisors" series development work done. Focus groups held with supervisors/student supervisors. Speakers contacted. Customer Service modules offered.
Grants writing workshop offered (2 sessions, 33 attendees) Windows overview offered (2 sessions, 25 attendees) Stress management session offered (2 sessions, 30 attendees) |
Developed supervisors/student supervisors reflectors based upon feedback from "Summer for Supervisors" focus groups.
"Rule of 2006" implemented for selected faculty to obtain more time in preparation of Permanent Status Review. Spring 2003. Six contractual faculty moved to permanent status track. Orientation provided 1/03. Mentoring Program established. (5/12). Web site developed. IMLS grant application submitted for recruitment and retention initiatives with CIRLA Libraries as partners (4/15). |
CatalogUSMAI (Aleph) launched (1/03) LibQual+tm Survey conducted on campus. |
| Summer 2003 | Individual-Team-Organization (ITO) Survey conducted with Public Services, Collection Management and Technical Services staff. (8/03) | “Summer for Supervisors” series launched.
Stress Management session offered (1 session, 10 attendees) Meeting Management session offered (2 sessions, 23 attendees) HTML Basics session offered (2 sessions, 19 attendees) Developmental work initiated for revised Customer Service Module One (CS Overview). |
Library staff nominations recruited for Fall 2003 Leadership Development Institute – to be funded by LEC. (No submissions.)
Leaders’ Meetings held (7/03) to discuss tactical and strategic issues and identify possible ideas to deal with issues. (Develop as a monthly meeting.) Leadership Development Proposal submitted to LEC (7/03) and accepted (8/03). |
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| Fall 2003 | Special Collections Working Group developing organizational plan for Division.
Information Technology Division Management Team Retreat. (11/03) Facilitators Team expanded. (11/03) |
“Extended Summer for Supervisors” series continues.
HTML 101 session scheduled (11/11, 4 attendees) Stress Management session held (11/13, 14 attendees) Developmental work done to revise Customer Service Module One (CS Overview). |
Orientation for contractual faculty moved to permanent status track (9/03)
Goodwill Committee Welcome Luncheon (10/10) Mentoring Advisory Committee approved (10/20) |
Refinement of teams within Collection Management/ Special Collections and Public Services (9/03)
Subject / Branch Teams
Working Paper #7: Shared Leadership Development in the UM Libraries – issued (11/03) The Ubiquitous Library: University of Maryland Libaries in the Next Five Years, New Directions and Continuing Legacy issued (11/03) Evaluation Plan drafted (11/03) |
| Spring 2004 | ITO Survey Results distributed to teams and discussions held on effective ways to use the information. Nonprint Media Services Staff retreat to review services and to identify new strategic directions (05/04). |
Customer Service Module One program offered (1 session- 20 attendees). Program targeted for long-term Outcomes-Based Evaluation. “Extended Summer for Supervisors” series continues.
Computer skills programs offered:
Time Management program offered (5/04 - 2 sessions, 23 attendees). |
Recruitment and retention sessions held for library staff (1/5)
Mentoring Committee voted down by small margin in LFA vote GA Pilot Project implemented. Three new GA positions added to increase the representation of GAs from underrepresented groups (3/12) Diversity Committee Brainstorming Sessions held to revise and establish priorities for the work of the Committee. (4/13) Brown vs Board of Education observance of the 50th anniversary Guest Lecture, Dr. Carla Hayden--- Brown s Board of Education: Paving the Way for Equity of Access (3/9) Traveling exhibit also developed and is used to support the Provost lecture series (3-8/15) (10 engagements for the exhibit) 2003 PRDs checked to determine developmental plans of staff. Feedback provided to each staff member on progress. (4-5) Nine faculty added to faculty ranks. This included five contractual faculty moved over to permanent lines. (w/campus approval) |
Evaluation Plan completed (3/04)
Organizational Culture and Diversity Assessment conducted (5/04-6/04). |
| Summer 2004 | Nonprint Media Services staff conducted a process improvement review of the Dial Access Service.
Social Sciences Team conducted team assessment. (08/04) |
Digital Reference program (sponsored by Digital Reference Committee) held (14 attendees).
Grants 101 workshop held (7 attendees). Assessment and Evaluation module offered (2 sessions, 20 attendees) Computer skills programs offered:
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Responsibility of Diversity Committee given to Coordinator of Personnel Programs (6/04)
Reorganization of Diversity Committee begun (6/04) Worked with Jane Williams & Ray Foster to develop enhancements for GA Program (6-12/04) Survey instruments developed for evaluating Telework Program (7-11/04) |
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| Fall 2004 | Special Collections Working Group issues report describing new subject and functional teams. (11/04)
Individual-Team-Organization (ITO) Survey Report presented to library staff. (11/04) |
Computer skills programs offered:
Safety and Security (sponsored by the Safety and Security Committee) offered (8 attendees). Reference Interview (sponsored by IRST) – 12 attendees. Digital Reference (sponsored by the Digital Reference Committee) – 11 attendees. Grants 101 offered 12/04 – 11 attendees. |
Fall GA Orientation (8/24/04)
Fall Welcome Luncheon sponsored by the Goodwill Committee (9/30/04) GA Enhancement Program approved by LEC (12/04) Worked with APPSC to host meeting for faculty preparing for Permanent Status Review (12/04) Timelines developed for faculty and staff—12/ 04 Staff timeline is placed on LPBO web Page and Personnel Programs. |
Planning Task Force formed to write new Strategic Plan, 2005-2007. (10/04) |
| Spring 2005 | Diversity Team planning retreat conducted. (1/05)
Introduction of the Myers-Briggs Type Indicator (MBTI) to teams. Training about the MBTI conducted. (5/05) |
Computer skills programs offered:
Time Management – 17 attendees. Tapping Creativity (4/05, 2 sessions) – 18 attendees. How to Deal With Difficult People (5/05 – 2 sessions, Part A and B) – 22 attendees. Presentation Skills (5/05) – 19 attendees |
Faculty timeline vetted and turned over to LFA. Timelines are now apart of LFA web Page.
Diversity Committee Retreat held. University programs and personnel were invited to participate. Dr. Robert Waters and Dr.Amy McLaughlin (Consortium on Race, Gender and Ethnicity) (1/21/05) Diversity Committee begins development of Work Plan for 2005-2007 (2—6/05) Diversity Committee submits request to LEC for Team status and LEC approves (3/05) Diversity Team's Outreach efforts to support the Provost Lecture series and by developing selected reading list to highlight the Libraries' resources. These lists were developed by Johnnie Love and Otis Chadley, African American Studies Librarian. Spring 2005 Lectures included: Sheryl Cashin's lecture The Failures of Integration: How Race and Class are Undermining the American Dream (2/8/05) Helen Zia--- Author and Activist –(2/22/05) In Conversation with Dorothy Height-- Civil Rights Activist, Author, Trailblazer, Life Changer (3/2/05) Faculty of the College of Education-The Status of Race Equity and Diversity in Public Higher Education (4/6/05) Graduate student group request collaboration on “Tunnel of Oppression Project.” Make presentation to the Diversity Team (3/9/05) UM Libraries now represented on University Equity Council. (4/5/05) Mentoring Workshop held for Librarian Is and II's and the web site updated (4/10/05) Evaluation of the Telework Program- Evaluation results presented to Library Leaders’Group. (2/05) Out of this evaluation came the development of the Library Staff Off Site Work Policy. (4/15/05) Observance of National Library Workers’ Day (4/12/05) with Pizza Luncheon for all student workers and GAs. Student Assistant survey implemented. Restructuring of the Telework web site and mentoring web site (5/05) Volunteers from Diversity Team participate in Tunnel of oppression (5/4/05) Spring orientation of new faculty, staff and GAs –Completed on an individual or group basis. (1-5/05) GA Supervisors' meetings to discuss implementation of GA program enhancements ( 4/15/05) Selection Advisory Committee charges given for several Committees. (1-5/05) Telework Brown Bag sessions held (4/10 and 4/21/05) 2004 PRDs checked to determine developmental plans of staff. Feedback provided to each staff member on progress. (4-5/05) New library staff since Fall 2004 12 new faculty added to the ranks (perm status and contractual) 9 staff exempt and non-exempt staff and 34 hourly/part time staff 12 new graduate assistants 5 exit interviews completed for GAs. (5/05) Student Assistant Orientation planning begun for Fall 2005. (6/05) |
