Participant Capacity Assessment: WI Libraries
Site/Location
________________________________________
Form Completed by
Date Conducted
_____
_____________
Program Components Evaluated:
1)
2)
3)
4)
5)
6)
Library Resources and Planning
Leadership and Staff Development
Fundraising/Financial Stewardship
Advocacy
Friends and Volunteers
Community Partnerships
7)
8)
9)
10)
11)
Programming
Evaluation
Technology
Marketing and Communications
Diversity
Rating Scale and Process:
Ratings are based on the information gathered during the assessment process. Ratings (on a scale of 1 to 5) were made separately by the evaluator, and an
average score was calculated for each item and rounded to the nearest half number. Category averages were rounded to the nearest quarter number.
Score
Explanation
1
None/Currently no
activity
Poor
Average
2
3
4
Very good
5
Exceptional
Action Category
Additional work
needed
Additional work not
required
Bremer Libraries and Literacy Leadership Institute, August 2012
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Action Needed
Missing basic components
Components may be in place but needs significant improvement to support quality
programming/strong organization
Components are present and strong enough to support basic functioning of programs
without regular disruption
Component in place and of a quality to support strong programming at present
Component in place and supports ongoing creativity, consistent high quality and
sustainable impact
1
1. Library Resources and Planning
Question
Capacity
Eval
Rating
The library has the financial resources to achieve
its goals
Summary & Notes (include information that supports your score)
Library Strengths:
The library has an up-to-dated and vibrant
collection appropriate for its community
The library has appropriate facilities to serve its
community and meet its service goals
The library works well with and has the support
of its regional library system
Needs and Challenges:
The library is integrated with and has the
support of its community
The library has a strategic plan and/or
quantifiable goals
The library has a staff that understands and
supports the plan/goals
Overall:
The library has a board that understands and
supports the plan/goals
Average score for Library Resources and
Planning
Bremer Libraries and Literacy Leadership Institute, August 2012
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2
2. Leadership and Staff Development
Question
Capacity
Eval
Rating
The library has dedicated the human resource
capacity needed to achieve its goals
Summary & Notes (include information that supports your score
Library Strengths:
There are opportunities for staff to advance and
gain responsibilities
There is a succession plan in place for leadership
changes at the library and support organization
Needs and Challenges:
Staff regularly participate in professional
development
Lead library staff are personally committed to
enhancing their leadership skills
Board/Friends leaders have opportunities for
and are committed to enhancing their leadership
skills
Overall:
Average score for Leadership and Staff
Development
Bremer Libraries and Literacy Leadership Institute, August 2012
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3
3. Fundraising & Financial Stewardship
Question
Capacity
Eval
Rating
The library has adequate financial resources to
meet its goals.
Summary & Notes (include information that supports your score
Library Strengths:
The library has a Friends or other organization
that helps generate support.
The library’s Friends group has adequate
financial controls, policies and stewardship
The library uses multiple strategies, such as
events, sponsorships or grants, to meet needs
Needs and Challenges:
The library has a sound annual budget process
and adequate financial controls
The library has engaged in a capital project that
included private support in the last 10 years
The library has an endowment that provides
annual support
Overall:
Average score for Fundraising and Financial
Stewardship
Bremer Libraries and Literacy Leadership Institute, August 2012
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4
4. Advocacy
Question
Capacity
Eval
Rating
The library has community members who
actively advocate for increased library support
Summary & Notes (include information that supports your score
Library Strengths:
The library has a Friends or other organization
that advocates with public officials for support
The board and public officials are supportive of
the library and advocate for increased support
Needs and Challenges:
The library, Friends or others participate in
statewide library advocacy efforts
The library annually publicizes or promotes its
needs and need for support
The library has engaged in a public campaign for
increased tax-based support in the last 10 years
Overall:
Average score for Advocacy
Bremer Libraries and Literacy Leadership Institute, August 2012
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5
5. Friends and Volunteers
Question
Capacity
Eval
Rating
The library has a an active Friends or other
private support organization
Summary & Notes (include information that supports your score
Library Strengths:
The Friends are well-organized, self-sustaining,
and self-sufficient
The Friends annually provide financial support to
the library
Needs and Challenges:
The Friends group has effective leadership
The Friends and library have a good and open
relationship, especially between leaders
The library has sufficient volunteers to meet its
needs
Volunteers are well-trained, well-matched and
appropriately supervised to meet library needs
Overall:
Volunteers are regularly tracked and recognized
for their contributions
Average score for Friends and Volunteers
Bremer Libraries and Literacy Leadership Institute, August 2012
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6
6. Community Partnerships
Question
Capacity
Eval
Rating
The library regularly partners with local
businesses, schools, agencies, cultural orgs, etc.
Summary & Notes (include information that supports your score
Library Strengths:
The library regularly partners with literacy
providers
Community partnerships is part of the library’s
plan or planning process
Community partners help inform organization
planning
Needs and Challenges:
Community partners contribute financial,
volunteer or other resources
Community partners come to the library as a
resource or partner for their initiatives
The library regularly evaluates the effectiveness
of its community partnerships
Average score for Community Partnerships
Bremer Libraries and Literacy Leadership Institute, August 2012
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Overall:
7
7. Programming & Outreach
Question
Capacity
Eval
Rating
A strategic plan or organizational goals are in
place for programming and/or outreach
Summary & Notes (include information that supports your score
Library Strengths:
The library involves the community and/or
assesses community needs in planning
The director and staff are committed to program
goals and can they articulate them.
Needs and Challenges:
Program and outreach activities are reflective of
and meeting community needs
Friends, partners and other supporters actively
support library programming/outreach activities
Overall:
Average score for Programming Decisions
Bremer Libraries and Literacy Leadership Institute, August 2012
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8
8. Evaluation
Question
Capacity
Eval
Rating
The library has an evaluation plan or framework
for measuring progress towards goals
Final
Eval
Rating
Summary & Notes (include information that supports your score
Library Strengths:
Feedback is collected directly and regularly from
library users for program improvement
Needs and Challenges:
Feedback is collected regularly from volunteers,
supporters, and staff for program improvement
Evaluations include both quantitative and
qualitative measures
Overall:
Library administration regularly reviews
evaluations
Average score for Evaluation
Bremer Libraries and Literacy Leadership Institute, August 2012
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9
9. Technology
Question
Capacity
Eval
Rating
The library has the technology resources needed
to achieve its goals and meet community needs
Final
Eval
Rating
Summary & Notes (include information that supports your score
Library Strengths:
A realistic plan is in place to update technology
as resources and needs change
Staff are trained in using the technology
available to patrons
Needs and Challenges:
The library has adequate technical support
Technology policies are in place and are
reasonable for staff and patrons
Library Friends/supporters have adequate
technology resources for their needs
Overall:
Average score for Technology
Bremer Libraries and Literacy Leadership Institute, August 2012
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10
10. Marketing and Communications
Question
Capacity
Eval
Rating
The library has a marketing strategy that aligns
with overall program goals.
Final
Eval
Rating
Summary & Notes (include information that supports your score
Library Strengths:
Marketing materials are appropriate to the
needs of target populations
The library regularly communicates with key
audiences (board, Friends, public officials, etc. )
Needs and Challenges:
The library uses multiple strategies (print, web,
social media) to promote its services
Library staff are generally aware of all marketing
and promotional efforts
Overall:
The library Friends are regularly promoted to the
general public
Average score for Marketing and
Communications
Bremer Libraries and Literacy Leadership Institute, August 2012
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11
11. Diversity
Question
Capacity
Eval
Rating
The library is aware of the various types of
diversity in their community
Final
Eval
Rating
Summary & Notes (include information that supports your score
Library Strengths:
Staff have existing experience or receive training
to promote cultural competency and relevancy
Library services and use reflect diversity
Needs and Challenges:
Overall:
The library’s board reflects community diversity
The Friends group reflects community diversity
Changing community demographics are
incorporated into planning processes
Average score for Diversity
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Capacity Assessment Summary
Quantitative Summary
Library Program Area
Total Capacity
Eval. Rating
Final Eval
Rating
1) Library Resources and Planning
2) Leadership and Staff Development
3) Fundraising/Financial Stewardship
4) Advocacy
5) Friends and Volunteers
6) Community Partnerships
7) Programming
8) Evaluation
9) Technology
10) Marketing and Communications
11) Diversity
Library Total
Qualitative Summary
The library’s top 3-5 strengths are:
1)
2)
3)
4)
5)
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13
The library’s top 3-5 needs or challenges to overcome are:
1)
2)
3)
4)
5)
Overall assessment of library’s capacity and where/how L3 trainings and mentoring can have the most impact in improving the library’s capacity
and capabilities:
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14