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Keynote on the future of library associations “But we’ve always done it this way…”: The change management experience of the Canadian Library Association CLA)
But we’ve alwaysdone it this way… The recent experience of the Canadian Library Association in change management Kelly Moore Keith Walker CLA Executive Director CLA Past-President
Where we startedChallenges Inspirations deficit budgets loyal members declining membership national conference limited programs committed Executive
Where we started2010 Annual General Meeting2 resolutions: give direction to Executive Council to address the financial situation and propose changes at 2011 AGM approve Council’s decision to cancel the 2010 elections, but hold election only for Vice-President/President-elect
The changes What areas take the most money to operate? governance professional units What do we do that other associations do better? continuing education What are CLA’s unique strengths? broad-based national organization international contacts main point of contact between federal government and library community
Process: TimelinesAction Plan timelines – draft June 22, 2010 Action Plan timelines – revised September 24, 2010June 3- subcommittee formed July 15, 16 – subcommittee meets in person in Ottawa to develop first draftJune 9 – Vice President election call plan and to review input receivedJune 10 – blog open July 17 – draft plan shared with TreasurerJune 11 – feedback from conference discussions submitted by Executive Council July 28 – proposed plan written up members July 28 – draft budget plan shared with subcommitteeJune 15 – subcommittee teleconference held to decide on the process: what August 13 – Vice President election completed information will be needed, review of the timelines, duties, communication August 25 – plan sent to Executive Council plan, consultation plan September 15 – budget plan sent to Executive CouncilJune 15 – process discussed with the Treasurer for budget planning connection September 23, 24 – Executive Council meets in Toronto to discuss planJuly 15, 16 – subcommittee meets in person in Ottawa to develop first draft plan September 25 – subcommittee reviews and revises plan based on EC and to review input received feedbackJuly 17 – draft plan shared with Treasurer October 4 – parliamentary opinion on the plan and legal opinion on theJuly 28 – proposed plan written up electionsJuly 28 – draft budget plan shared with subcommittee October 13 – Executive Committee teleconference to review the revisedAugust 13 – Vice President election completed planAugust 20 – plan and budget sent to Executive Council October 18 – share plan with the communityAugust 31 - send plan to other associations November 1 – comments received from the communitySeptember 23, 24 – Executive Council meets in Toronto to discuss plan November 5 – subcommittee to review input and plan revisionsSeptember 25 – subcommittee reviews and revises plan based on EC feedback November 19 – legal opinion on revised planOctober 4 – legal opinion on the plan November 29 – revised plan to Executive Council for reviewOctober 12 – share plan with community December 10 – subcommittee reviews and revises plan based on EC inputNovember 1 – subcommittee teleconference to review input and plan revisions December 17 – share revised plan with communityNovember 19 – legal opinion on revised plan January 14 – comments received from the communityNovember 29 – revised plan to Executive Council for review January 19 – subcommittee reviews the input from the communityDecember 10 – subcommittee reviews and revises plan based on EC input January 21 – governance review against the existing policiesDecember 17 – share revised plan with community February 5, 6 – Executive Council meeting; review final planJanuary 21 – governance review against the existing policies February 28 – resolutions writtenFebruary 28 – resolutions written March 15 – resolutions reviewed by Executive CouncilMarch 15 – resolutions reviewed by Executive Council March 30 – resolutions sent to the membersMarch 30 – resolutions sent to the members
Process: ConsultationBroad stakeholder consultation members non-members other library associations in CanadaOther consultation MLAS members directors of other non-library associations
Content: unique value propositions advocacy with federal government international engagement national research leadership skills development through volunteer opportunities knowledge-sharing and networking
Content: the campaignMember questions: What is CLA doing about this issue?Response: Who is “CLA” in that question?
Phase 1: did it work? We followed the process and addressed the content We re-wrote large parts of our Bylaws in line with the proposals in the Future Plan We presented a balanced 2011 budget to members We presented the Bylaw changes in a resolution at the 2011 AGMMembers passed the resolution UNANIMOUSLY!
Phase 2: implementationAnd now, reality sets in! transitional Executive Council elections for 2012 establishment of Networks call for volunteers review of awards changes to membership structure changes to membership fees and benefits
Lessons learned Communication is essential Consult with all stakeholders Focus on key areas for change Be naïve enough to think change is possible Be bold!
OverviewWhat we changed What we left for later (phase 1): (phase 2): governance structure membership structure/ professional structure fees / benefits timing for election & continuing professional appointment cycles development offerings budget structure international re-defined priorities engagement