Schedule Planning Session

Once you have established a Strategic Planning Partners team, schedule a two-day meeting to establish the goals, objectives, and priorities of the repository project. Your strategic planning partners will work together to

• define the purpose of your repository project
• define strategic goals and objectives
• plan and record how you will evaluate your efforts so that you can improve upon your subsequent efforts

You may also want to hire a facilitator to conduct your strategic planning session. Having the meeting moderated by someone who does not participate in the planning itself allows the members of the committee to concentrate solely on their deliberations and output. The facilitator maintains the structure of the meeting and keeps things running smoothly. Whether or not you have an external facilitator, decide before the meeting how you will capture input from participants, process the input as a group, and make decisions to move forward.