strategic assessment



Assessing library systems and operations using data-driven insight and expert analysis spurs innovation to advance community well-being. The foundation lies in eight key areas of library health. From facilities to collections, technology to programs, budgeting to staffing, and marketing to community engagement, a LibraryIQ strategic assessment adds value to all aspects of library operations.




Track and analyze how space is allocated and used to better meet the unique needs of individual and group patrons. Explore user experience from arrival to departure, including locating and checking out materials, accessing technology and print services, using meeting rooms and participating in public/group events.


Optimize circulation and maximize collection budgets by evaluating performance, relevance, and condition of collection items. Review current selection processes, analyze acquisitions and cataloging workflow, and examine criteria for weeding items from collection. For an even deeper understanding, analyze marketing, merchandising and policies for collection maintenance.


Improve patron experience and internal library systems with strategic technologies. Analyze current library technology including computer and internet capacity, website, print services and mobile apps for patrons and staff. Assessment of library management systems and vendor relationships provide an overview of hardware and software licensing agreements, maintenance and update policies.


Strengthen library programming and increase community impact with a comprehensive program assessment. Analyze performance of current programming, surveys current community interests, and reports on other public and non-profit programs in the area to identify opportunities for fruitful partnership.

Business Operations

Improve efficiency and quality of services by analyzing budget, hours of operation, staffing, existing and potential funding sources, policies and practices for fee recovery, and compliance with community regulations such as ADA.


Broaden library appeal by analyzing community demographics, reviewing in-facility and digital marketing assets including website, mobile apps and social media, and identifying target-market audiences. Additional assessments study patron satisfaction by collecting and evaluating patron profiles and feedback.


Improve staff retention and job satisfaction by assessing overall staff makeup, areas of expertise, rates of turnover, onboarding processes, salary and pay equity.

Community Engagement

Enhance community engagement by assessing current and potential opportunities to expand literacy partnerships across age groups, broaden financial support and resource staff/board with trainings relevant to community engagement.