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Service Excellence

        positioning
     library staffs for
         the future


         September 21-22, 2009
      The New York Public Library
            New York, NY
Retaining Excellence: Capturing the Wisdom of Your Own Experts
                            Megan Z. Perez



                    Monday September 21, 2009
                    The New York Public Library
                          New York, NY




              Service Excellence | September 21-22, 2009
Succession Planning vs. Knowledge Retention




         Service Excellence | September 21-22, 2009
What’s the purpose of a knowledge retention program?

                       Is it necessary?




              Service Excellence | September 21-22, 2009
50

          40
   %
change    30
by age
          20
 group
          10

          0

          -10
                35-39


                          40-44


                                    45-49




                                                                         65-69
                                                50-54

                                                        55-59


                                                                 60-64




                                                                                 70-74
         age


                    Service Excellence | September 21-22, 2009
Just what do you mean by
“knowledge” exactly?




          Service Excellence | September 21-22, 2009
Simple, but
                           not easy.



Service Excellence | September 21-22, 2009
Inventory your skills.




Service Excellence | September 21-22, 2009
Identify who has the knowledge
            with an attrition profile.




Service Excellence | September 21-22, 2009
Build Your Case
With Chalk.
Sorta.




             Service Excellence | September 21-22, 2009
1. One chalk mark $1

2. Knowing where to put it
   $49,999



       Service Excellence | September 21-22, 2009
documentation                   mentoring                    CoPs




                Service Excellence | September 21-22, 2009
Run short. Think long.




Service Excellence | September 21-22, 2009
Overcoming Barriers

                                                               Yeah yeah…
Resistance is…




                  Service Excellence | September 21-22, 2009
The Role of Technology

Service Excellence | September 21-22, 2009
John Dewey, Tara Hunt, and
          Ewe




     Service Excellence | September 21-22, 2009
Tara Hunt:
                        speaker, blogger,
                        author, consultant.




                   Photo credit: Lane Hartwell




Service Excellence | September 21-22, 2009
Service Excellence | September 21-22, 2009
John Dewey (1859-1952):
philosopher, pragmatist,
psychologist, educational
reformer, and original sheep
tosser.




             Service Excellence | September 21-22, 2009
Wrap-up

                  Simple, but not easy.


                  Build your base.



                   IT comes last.



                    It’s okay to have fun.




Service Excellence | September 21-22, 2009

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Knowledge Retention and Transfer

  • 1. Service Excellence positioning library staffs for the future September 21-22, 2009 The New York Public Library New York, NY
  • 2. Retaining Excellence: Capturing the Wisdom of Your Own Experts Megan Z. Perez Monday September 21, 2009 The New York Public Library New York, NY Service Excellence | September 21-22, 2009
  • 3. Succession Planning vs. Knowledge Retention Service Excellence | September 21-22, 2009
  • 4. What’s the purpose of a knowledge retention program? Is it necessary? Service Excellence | September 21-22, 2009
  • 5. 50 40 % change 30 by age 20 group 10 0 -10 35-39 40-44 45-49 65-69 50-54 55-59 60-64 70-74 age Service Excellence | September 21-22, 2009
  • 6. Just what do you mean by “knowledge” exactly? Service Excellence | September 21-22, 2009
  • 7. Simple, but not easy. Service Excellence | September 21-22, 2009
  • 8. Inventory your skills. Service Excellence | September 21-22, 2009
  • 9. Identify who has the knowledge with an attrition profile. Service Excellence | September 21-22, 2009
  • 10. Build Your Case With Chalk. Sorta. Service Excellence | September 21-22, 2009
  • 11. 1. One chalk mark $1 2. Knowing where to put it $49,999 Service Excellence | September 21-22, 2009
  • 12. documentation mentoring CoPs Service Excellence | September 21-22, 2009
  • 13. Run short. Think long. Service Excellence | September 21-22, 2009
  • 14. Overcoming Barriers Yeah yeah… Resistance is… Service Excellence | September 21-22, 2009
  • 15. The Role of Technology Service Excellence | September 21-22, 2009
  • 16. John Dewey, Tara Hunt, and Ewe Service Excellence | September 21-22, 2009
  • 17. Tara Hunt: speaker, blogger, author, consultant. Photo credit: Lane Hartwell Service Excellence | September 21-22, 2009
  • 18. Service Excellence | September 21-22, 2009
  • 19. John Dewey (1859-1952): philosopher, pragmatist, psychologist, educational reformer, and original sheep tosser. Service Excellence | September 21-22, 2009
  • 20. Wrap-up Simple, but not easy. Build your base. IT comes last. It’s okay to have fun. Service Excellence | September 21-22, 2009