B Baker Research - The 4+2 Formula for Success

Transcription

1 Creating Value: The 4+2 Formula for Success Deb Wallace Emerging Trends in Business Librarianship IIM Ahmedabad, Dec. 2, Informed Leaders Start Here

2 Drew Gilpin Faust, President, Harvard University

3 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.

4 Nitin Nohria, Dean, Harvard Business School

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6 4 + 2 = Sustained Success Strategy Execution Culture Structure Talent Innovation Leadership Partnerships = Baker 3.0

7 Strategy

8 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 projects Develop - 9 Revise - 9 Enhance 53 Integrate with Research and Course Development 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 Organize the School s Priority Information 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 Move to Electronic Products and Services 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 Q3-1 st sourcing in China Support Global Research and Education 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 Harvard Integration Working Knowledge website and newsletter University Library Council (ULC) ULC committees Working Knowledge for Exec Ed, Publishing, media WK moved to daily content ULC ULC Standing Committees Economic Crisis site Working Knowledge for Initiatives Alignment with Marketing Plan Harvard Task Force on University Libraries ULC Convening Comm Analysis to support FY11 Working Knowledge redesign Increase Reach of Faculty Knowledge Dissemination Harvard Integration Library Implementation Working Group (LIWG) Increase junior faculty representation Marketing & Communication plan LIWG Professional Schools shared services

9 Engagement KLS Strategy Reflection Approach Initiate Identify Determine Execute Implement 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 Organizational Design and Build Create Measures Operational Goals & Objectives Budget Roll out org New roadmaps & tracking mechanism on deliverables Communications

10 HBS and the Landscape of Management Education, 2015 Baker 3.0 Ecosystem 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

11 Mission, Vision, & Priorities FY15-FY17 Mission We deliver distinctive information expertise, services, and products so that our community excels. 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. 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. 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!

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13 I m a Use Case Market Product Faculty (non-hbs) Faculty (non-hbs) 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. I m teaching GE s Two Decade Transformation and would like to better understand Jack Welch s approach to linking planning to management action. I m teaching a finance course where we will be looking at the subprime mortgage crisis and other events of the financial crisis in I would like to broaden the current discussion with perspectives from past financial crises. Academic Case Flash Forward Academic Leader 360 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) Alumni 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? I need a current list of VC/PE deals and trends in biotech for an interview next week. Alumni Alumni Fee for research services 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

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15 Culture slide Culture

16 A Culture of Innovation BL BC B71 ilab Team 16

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19 Structure

20 KLS Organizational Chart

21 KLS Project Pyramid Game Changers Enhancements Core Services & Organizational Capabilities

22 Cross- KLS Opportunity Management Process (for opportunities involving two or more KLS groups) Customer planning meetings/ check-ins Meets phase 1 criteria? (see next slide) YES NO YES Place in Potential Opportunities Pipeline if appropriate Opportunity not pursued (mgr communicates decision to proposer) Does not meet phase 2 criteria (see next slide) NO GO Opportunity not pursued; SMT communicates decision NO GO HBS governance (e.g., itrac) if needed Proposed KLS initiatives Proposed KLS activities requiring resources of two or more KLS groups or KLS and other HBS group(s) Check with manager Involves at least one other KLS or HBS group? NO Go/No Go decision made within the group (guided by the phase 1 criterion 1 &2 on next slide) Proposal form completed and submitted to SMT KLS Project Proposal (FORM PMP-1) SMT decides GO/NO GO Meets phase 2 criteria (see next slide) GO SMT assigns project team and Steering Comm Project Team completes Statement of Work (SOW) KLS Project Statement of Work (FORM PMP-2) SMT confirms resource availability GO Project mgt KLS Project Charter (FORM PMP-3) IDEA GENERATION OPPORTUNITY REVIEW PROJECT GO/NO GO KEY Sources of ideas SMT HBS governance Designated KLS staff Managers Project Team Project Mgrs Managing Director, KLS Italicized text required form to be completed at this step

23 Innovation Innovation

24 Innovation through understanding. S. Datar / Design Thinking and Innovation

25 Product & Service Delivery Discovery & Delivery Platforms Infrastructure CMS Content Creation & Access Content Repositories/ Sources Information Products Information Management Digital Processes/Platforms for Creation of Content Repositories M Shaffer & S. Oliver - August 12, 2015

26 Partnership Partnerships

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28 Baker 1.0 Baker

29 Baker

30 Baker

31 Lessons Learned

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33 and in India??? Over to you to write the next chapter.