2016 Annual Report

2016 KM Division Annual report

Q1: Person submitting the report (your name): Rebecca B. Vargha
Q2: Are you submitting this report on behalf of a
Chapter, Division or Caucus?
Division
Q3: Chapter or Division name: Knowledge Management
Q4: What did the unit accomplish in 2016? (Please describe up to 3 things)
Organized and planned programming for SLA Annual Conference 2016 on managing remote workers. Recruited and
elected new Treasurer for our division to fill a vacant position.
Q5: Please provide a testimonial from a member of
the unit describing the impact it’s had on his/her career.
Respondent skipped this
question
Q6: What are the greatest challenges to the unit’s success in the next year? (Please describe up to 3 things)
Recruiting new members and fundraising for the unit.
Q7: Which board positions are elected by unit members? Secretary, Treasurer,
Other (please specify) Chair, Chair-Elect
Q8: Does a smaller subset of elected officers meet
separately from full Board meetings as an Executive
Committee of the Board?
No we don’t have an executive committee
Q9: Does the unit have an appointed (not elected)
Advisory Board that consists of committee chairs or
other unit members?
Yes we have an Advisory Board that consists of our
appointed committee chairs only
Q10: Who may vote on unit fiscal issues, such as budget
or individual expenditures?
All elected officers plus Advisory Board members
Q11: Does the nominating committee recruit members to
fill just the elected positions? Or does it recruit for other
positions as well, such as committee chairs, committee
members, etc.?
Only recruit for elected positions
COMPLETE
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PAGE 1: WELCOME
PAGE 2: SECTION 2: UNIT LEADERSHIP
#50
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SLA 2016 Unit Annual Report
Q12: Is the unit having difficulty finding officers? Yes (please specify which officers and why you think
it has been a problem for the unit)
Yes, members are very busy with their professional
positions and personal lives so finding volunteers can
be a challenge.
Q13: What could the SLA Board or Staff do to help the
unit recruit leaders?
Respondent skipped this
question
Q14: Does the unit offer any type of leadership training
for officers or committee members beyond the training
provided by SLA?
No
Q15: Which of the unit leaders were able to attend the
Virtual Leadership Summit in 2016?
2016 Chair-elect or President-elect
Q16: Does the unit support travel expenses for the
leaders to attend the Annual Conference?
No travel support at all ,
Comments:
The current division budget is extremely tight with no
room to fund travel–perhaps it will be different in the
future.
Q17: Which members of the unit are eligible for travel
funding?
Respondent skipped this
question
Q18: What was the total amount the unit budgeted for all
unit leadership travel in 2016? If the unit does not have a
budget, what was the total amount the unit actually paid
for all leadership travel in 2016? (please note – this is an
amount for all travel, not per traveler)
$0. We did not support leadership travel.
Q19: How often does the unit conduct a survey of
member needs/expectations?
Every 4-5 years
Q20: What value does the unit bring to the members associated with the unit (i.e. what is the unit’s value
statement)?
Our conference programs are well received at annual meetings and we also share job referrals plus network among
division members.
Q21: Does the unit have a membership committee? Yes
Q22: Does the unit have a membership recruitment
plan?
No
Q23: If the unit doesn’t have a membership chair, who
oversees and/or executes the unit’s retention and
recruitment efforts?
Respondent skipped this
question
PAGE 3: SECTION 3: LEADERSHIP SUPPORT
PAGE 4: SECTION 4: MEMBERSHIP RECRUITMENT AND RETENTION
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SLA 2016 Unit Annual Report
Q24: Does the unit use any of the following techniques/products to recruit or retain members?
Unit-specific printed brochure or other printed materials No
Unit-specific digital recruitment brochure or invitation Yes
General SLA recruitment materials Yes
“Welcome packet” or other initial contact with new members Yes
“Welcome back” or other contact for renewed members Yes
Reception/event at unit meeting specifically for new
members
No
Recognition of new members at unit events No
Follow up with lapsed members Yes
Programs to attract student members/increase their
participation
Yes
Financial support for one or more student members to
attend Annual Conference
No
Financial support for one or more regular members to
attend Annual Conference
No
Recognitions of member achievements (e.g. awards for
publication, longevity milestones, important contributions to
the unit or profession)
No
Special benefits to unit members beyond regular SLA
benefits and services
No
Q25: Does the unit use any of the following methods to recruit new members?
Invite nonmembers who attend unit programs to become
members
Yes
Invite nonmembers who attend unit webinars to become
members
Yes
Invite nonmembers who connect with unit on social media
to become members (e.g. LinkedIn, Facebook, Twitter)
Yes
Q26: Has the unit tried other methods to recruit and
retain new members not mentioned above?
No
Q27: If the unit offers any special benefits beyond the
benefits regularly provided by SLA, please describe.
(Examples might include discounts on products or
services, lower fees for participation in collaborative
events, etc.)
Respondent skipped this
question
Q28: How could the SLA Board or Staff help with the
unit’s efforts to recruit and retain new members?
Respondent skipped this
question
PAGE 5: SECTION 5: COMMUNICATIONS AND SERVICES
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SLA 2016 Unit Annual Report
Q29: (For chapter leaders) How did the chapter engage
members from remote geographic areas during 2016?
Respondent skipped this
question
Q30: Did the unit offer a mentoring service for unit
members during 2016?
No
Q31: Did the unit offer a LinkedIn group during 2016? Yes, for unit members only
Q32: If the unit had a LinkedIn group in 2016, how many
people joined the group?
0-300
Q33: Did the unit provide a job posting service in 2016? Yes, job opportunities can be posted on our Listserv
(discussion group)
Q34: If the unit had a job posting service in 2016, who
was permitted to post job announcements?
Unit members only
Q35: Did the unit charge a fee for employers to post job
announcements? If yes, how much did the unit charge?
No
Q36: Did the unit publish a Bulletin or Newsletter in
2016?
Yes, digital only
Q37: If the unit published a Bulletin or Newsletter in
2016, how many issues were published?
1
Q38: Did the unit produce any other type of publication
in 2016?
No
Q39: What technologies does the unit currently use or plan to adopt next year for communication and/or unit
business?
SLA Connect Currently use (SLA hosted/subgroup of social
media link)
Blog Do not use
Unit website Currently use (SLA hosted/subgroup of social
media link)
Facebook Currently use (SLA hosted/subgroup of social
media link)
LinkedIn Currently use (SLA hosted/subgroup of social
media link)
Twitter Currently use (SLA hosted/subgroup of social
media link)
YouTube Do not use
Web conferencing Currently use (SLA hosted/subgroup of social
media link)
Wiki Do not use
SurveyMonkey Currently use (SLA hosted/subgroup of social
media link)
Q40: Did the unit exhibit at meetings of other library or
non-library related groups in 2016?
No
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SLA 2016 Unit Annual Report
Q41: Please share additional comments regarding
communications and services.
Respondent skipped this
question
Q42: How many programs was the unit able to sponsor or cosponsor in 2016? Please indicate the number of
each type of event.
In-person 1
Q43: Did the unit co-host programs with other SLA units
or other associations in 2016?
No
Q44: Please list all the programs and meetings the unit sponsored or cosponsored in 2016
MASTER CLASS: Managing the Information Professional at Home: Competencies and Challenges of Remote Workers
Sun. June 12| 1:30 PM – 3:00 PM
Q45: Overall, is this more or fewer programs than in
2015?
Fewer programs
Q46: Does the unit have any subunits, such as sections
or networking groups?
No
Q47: If the unit offered one or more webinars in 2016,
was attendance limited to just unit members?
N/A. Did not offer any webinars.
Q48: If the unit offered one or more webinars in 2016,
was a fee charged? If so, how much?
Respondent skipped this
question
Q49: Did the unit follow up with non-member attendees
at webinars to invite them to join the unit?
N/A
Q50: Did the unit collaborate with any other SLA units,
vendors, or non-SLA groups on the programming that
the unit offered outside of the Annual Conference in
2016?
No
Q51: If yes, did the unit follow up with non-member
attendees at collaborative events to invite them to join
the unit?
Respondent skipped this
question
Q52: What if any support could SLA Board or Staff
provide to help the unit present non-conference
programming?
Respondent skipped this
question
Q53: Did the unit track attendance of its members at
Annual Conference and non-conference programs in
2016?
No
Q54: Using your best estimation, what percentage of the
unit members attended at least one unit program or
meeting in 2016?
0-25%
PAGE 6: SECTION 6: PROGRAMS
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SLA 2016 Unit Annual Report
Q55: Using your best estimation, did attendance at unit
programs/meetings increase or decrease from 2015 to
2016?
No change
Q56: Any additional comments regarding
programs/meetings and member attendance?
Respondent skipped this
question
Q57: Does the unit have a budget? Yes
Q58: (For Division leaders) Does the division maintain a
reserve (savings) account in SLA’s Pooled Fund?
No, we don’t have a reserve (savings) account. We
only have a checking (current) account.
Q59: (For Division leaders) Does the division have
enough money available to support at least one topical
program (other than your annual business meeting) at
the Annual Conference?
Yes
Q60: Does the unit have an investment policy? No
Q61: Does the unit have an expense reimbursement
policy?
Yes (please describe)
Yes, reasonable expenses are reimbursed and the
unit officer’s must also vote on approving expenses.
Q62: How frequently does the Unit Treasurer report on
unit financial matters to the unit’s Board?
Monthly
Q63: Any additional comments on budget and finance issues?
Our unit is slowly rebuilding finances and paid off our loan from SLA in 2015. We are very aware of our budget and are
careful with any projected conference costs.
Q64: How did the unit organize its
fundraising/sponsorship efforts in 2016?
One person
Q65: (For Division leaders) Did the division raise funds
during 2016 for activities or projects that took place
outside of the Annual Conference?
No
Q66: Considering support from business partners,
earnings from fee-based programming, your allotment,
and any other sources of income available, was the unit
able to break even on overall expenses in 2016?
Yes, we are ending 2016 with more money than we
had at the end of 2015
Q67: List any companies you’d like to have sponsoring an event with the unit throughout the year and/or at the
Annual Conference in 2017?
We will reply to a previous email from SLA Staff with any information about companies who may be interested in
sponsoring an event.
Q68: Has the unit secured any sponsorships for 2017? No
PAGE 7: SECTION 7: BUDGET AND FINANCES
PAGE 8: SECTION 8: FUNDRAISING
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SLA 2016 Unit Annual Report
Q69: How frequently did the unit’s Board meet during
2016 (either in person, by phone, or online)?
Monthly
Q70: (For Division leaders) How frequently did the
Division’s Executive Committee meet during 2016?
(either in person, by phone, or online)?
Monthly
Q71: Where does the unit store its paper archives? We don’t have any paper archives
Q72: Where does the unit store its digital archives? We don’t have any digital archives
Q73: If the unit stores its archives in a location not
provided by SLA, does the unit have a signed archives
agreement?
Respondent skipped this
question
Q74: Does the unit have a Policies and Procedures
Manual? If so, when was it last updated?
No, we rely on SLA’s general policies and procedures
Q75: (For Division leaders) When was the last time the
Division updated its Scope Note? (a Scope Note
describes a subject interest of a division, concisely
stated in one or two sentences)
3-5 years ago
Q76: (For Division leaders) Do you think the Division’s
Scope Note is in need of updating now? If so, why?
No, it doesn’t need updating
Q77: Does the unit have a Strategic Plan? If so, when
was it last revised?
No
Q78: If the unit has a Strategic Plan, does the Board refer
to it throughout the course of the year, to measure
progress and keep on track?
Respondent skipped this
question
Q79: Did the unit communicate or liaise with other (non-
SLA) information-related groups in 2016?
No
Q80: If the unit is struggling with membership and filling
leadership positions, would you want a cabinet officer to
contact you and the 2017 President for a consultation
session to explore possible options such as a merger
with another chapter, dissolution, transition to caucus,
etc.?
No
Q81: Is there anything SLA Board or Staff could do to
help support the unit that you have not previously
mentioned in this survey?
Respondent skipped this
question
Q82: Please use this space to make any additional
comments you think we should hear, but hasn’t been
covered in this survey:
Respondent skipped this
question
PAGE 9: SECTION 9: GOVERNANCE AND DOCUMENTATION
PAGE 10: SECTION 10: FINAL WRAP-UP
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SLA 2016 Unit Annual Report
Q83: Caucus name: Respondent skipped this
question
Q84: Convener: Respondent skipped this
question
Q85: Please list any other positions and their term of
office:
Respondent skipped this
question
Q86: What has the caucus accomplished in 2016?
(Please describe up to 3 things)
Respondent skipped this
question
Q87: What are the greatest challenges to the caucus’
success in the next year? (Please describe up to 3
things)
Respondent skipped this
question
Q88: If the caucus has any funds, what is the current
balance:
Respondent skipped this
question
Q89: Describe any activities for which the caucus uses
funds:
Respondent skipped this
question
Q90: Does the caucus publish a Bulletin/Newsletter? Respondent skipped this
question
Q91: Does the caucus support a discussion list or other
electronic method of communication outside of the
community in SLA Connect?
Respondent skipped this
question
Q92: Please list all of the activities that the caucus
sponsored or cosponsored during the year:
Respondent skipped this
question
Q93: Estimate the percentage of caucus members who
participate in caucus activities:
Respondent skipped this
question
Q94: How does the caucus recruit new members? Respondent skipped this
question
Q95: If the caucus bestows any awards or honors,
please list and describe:
Respondent skipped this
question
Q96: List any companies you’d like to have sponsoring
an event for the caucus throughout the year and/or at the
2017 Annual Conference:
Respondent skipped this
question
Q97: Has the caucus secured any sponsorships for the
2017 Annual Conference?
Respondent skipped this
question
Q98: If you know who will be next year’s convener for
this caucus, please name:
Respondent skipped this
question
Q99: Please include any additional comments. Respondent skipped this
question
PAGE 11: Caucus Report
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SLA 2016 Unit Annual Report