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HomeMy WebLinkAboutItem 01 New Library Facility Project Update AGENDA ITEM SUMMARY Meeting Date: 9/10/2018 Meeting Type: Work Session Staff Contact/Dept.: Emily David/Library Staff Phone No: 541-729-2235 Estimated Time: 10 Minutes S P R I N G F I E L D C I T Y C O U N C I L Council Goals: Promote and Enhance our Hometown Feel while Focusing on Livability and Environmental Quality ITEM TITLE: NEW LIBRARY FACILITY PROJECT UPDATE ACTION REQUESTED: Provide feedback on progress of New Library Facility Project ISSUE STATEMENT: At the November 27, 2017 work session, at which the Phase 2 Library Programmatic Facility Design project final report was presented, the Library was given permission to create a plan of community outreach, organizational preparedness, and capital campaign preparation before conducting the bond support survey that Council has directed be completed. Library staff would like to update council on the progress that has been made on this plan in the last nine months. ATTACHMENTS: ATT1: New Library Communication Plan ATT2: Springfield Public Library Feasibility Study & Capital Campaign Timeline 2018 ATT3: Qualifications of Sharon Leighty & Co. DISCUSSION/ FINANCIAL IMPACT: In preparation of the bond support survey, the Library and the Library Foundation have been working on a two prong approach to inform and engage the community regarding the New Library Facility project, while assessing the feasibility for private fundraising for the project. The Library contracted Verb Marketing & PR to complete a communication and marketing plan that lays out a strategy for getting the community informed about the New Facility Project prior to the bond support survey and continues through a potential bond measure on the November 2019 ballot. Simultaneously, the Library Foundation has contracted consultant, Sharon Leighty to work on a feasibility study and capital campaign preparedness. Library staff would like to update Council on the work done to date on these two fronts, apprise you of next steps, and hear any feedback and recommendations that Council has as we continue to move the project forward. COMMUNICATIONS PLAN for City of Springfield New Public Library June 13, 2018 Attachment 1, Page 1 of 23 Springfield Library Plan 1 TABLE OF CONTENTS Statement of purpose 02 Structure of outreach effort 03 Phase 1-6 03 Content and character of communications 05 Naming and Branding 06 Key positioning by phase 07 Key messaging 08 Audiences 11 Tactics, with timing 12 Phase 1 12 Phase 2 15 Phase 3 17 Phase 4 18 Phase 5 19 Phase 6 20 Timeline 21 Other notes 22 Note: This plan is being provided to the City of Springfield in a format that allows for revisions and adjustments as the project proceeds. The initial plan’s date was June 13, 2018. We recommend you track revisions/the reasons for revisions in order to ensure the best use of the plan as it is implemented by various users. Attachment 1, Page 2 of 23 Springfield Library Plan 2 STATEMENT OF PURPOSE Today’s public libraries are experiencing heavy use. This increase contradicts predictions for how libraries might fare in a culture of handheld, on-demand research and literary downloads. In fact, the radical transformation of how people consume information has increased expectations and need for library services. Library collections have expanded to include audio and video content; librarians have become resources as people seek facts; and the role of a public library has expanded beyond shelves to become a destination for learning and discovery. Springfield is no exception, and in fact is a model of library innovation. Over the past decade, program attendance has grown more than 500% and it has established itself as a destination for learning in general, rather than a destination for a book, specifically. It is currently co-located in an old shopping mall, with the City Hall. Its approximate 25,000 square feet serve a population of 60,000. The popularity of its programs, which range from business and employee development to youth services, has spurred overall use and heightened awareness of the library as a resource and a destination. Users made 160,000 visits to the library in the last year. The library’s current facility has served it well for 35 years but is now limiting just how much the library can offer residents, and how many more people it can handle. The library and its Foundation have completed a needs assessment of the library, focusing on the intersection of the facility and programmatic needs. According to the Needs Assessment, “The population of Springfield is projected to be approximately 70,000 by the planning horizon of 2040. This planning horizon reflects a long-term commitment and investment for and by the community. The library’s ability to accommodate the growing population and provide library services in accordance with its ever-evolving role in the community is extremely limited by its current space by size, configuration and infrastructure.” It is time for the community to consider what the next library might be, and what it could become for the community. A rough timeline for a new facility indicates that the City could place a bond measure on the ballot as soon as November 2019. This document considers how the library should 1) involve the community in the conversation, 2) keep residents informed, and 3) how it can inspire investment in a project that would be called a library but would function as a destination for civic involvement and lifelong learning. Attachment 1, Page 3 of 23 Springfield Library Plan 3 STRUCTURE OF OUTREACH EFFORT We recommend a phased approach to the new library conversation. Messaging and tactics for each phase are included later in this plan. Phase 1: Information about current use and challenges Although the shortcomings and constraints of the current building are well understood by frequent users and staff, it will be important to provide details accompanied by how the shortcoming is affecting the public, or staff efficiency. This phase would be characterized by a primary emphasis on the current uses, with natural segues into the challenges. It will be important to emphasize limitations in this phase, even though that is not consistent with the library staff’s “can do” culture. Phase 2: Vision of what could be accomplished with new building After a phase of discussing the issues you face with the current space, we recommend you transition to an emphasis that focuses on what would be possible with a new building. An underpinning of this conversation might be “It’s amazing what we’ve been able to do, given the facility.” Or “Imagine what we could do if…” This is a time in which the community should be invited to help dream what the facility might accomplish. It is likely that earlier focus groups have revealed many of the likely visions, but participation is important at this stage. Phase 3: Specifics of the vision – cost, location, etc. When the vision has been presented, community input has been considered and objectives of the new facility have been shared and confirmed, it is time to move into the “how to” discussion of the project. At this point, feedback from the community should be incorporated in the final budget numbers. It will be important that community priorities are reflected in the facility planning. Phase 4: Announcement of bond measure It is important to be clear through all phases that a new library would need to be funded by property taxes and that the community would need to approve the issuance of bonds and the corresponding tax increase by residents. That said, sharing the correct numbers and costs is vital – once they have been released in any form they will be considered final. When the numbers and specifics of a bond measure request are final and the library requests City Council approval to put a measure on the ballot, all information must be completely neutral. Phase 5: Information about the bond measure Any promotion of the measure or further conversations that are in any way supportive of the bond measure approval must be conducted by the foundation and/or political action committee (PAC). The library can provide information-based materials only. We recommend these are reviewed by the Secretary of State’s office to ensure compliance. (At this point in a project it is very difficult for those who are immersed in a large project to see their own biases, making this independent review valuable.) Attachment 1, Page 4 of 23 Springfield Library Plan 4 Phase 6: Thank you and “proof” of intent Assuming bond approval, be prepared to thank the community for having the vision to approve the request. Regularly provide updates and news about the movement toward reaching the community’s vision. Be sure to communicate at a level that’s about half the level of the pre- election outreach. Citizens feel used when an agency becomes silent only after they’ve gotten the ‘yes’ they needed. Maintain the relationships formed during the process. This may be a good opportunity for the Foundation, as well. Attachment 1, Page 5 of 23 Springfield Library Plan 5 CONTENT AND CHARACTER OF COMMUNICATIONS The information provided over the course of this communications effort will vary, but the type of content that is selected, and the manner in which it is put forward should be consistent: Content: Content can include discussion of problems presented by the facility but must always include two other elements: 1) the solution, and 2) the desired outcome in a form that puts library patrons or Springfield residents first. For example: Every year, ### people use the library to search and apply for jobs. Because of space limitations we only have ### computer workstations. That means people end up waiting hours for a turn. If we had more space, we could help people find work. Stay on Task: Connect your vision for space with your Strategic Goals to: 1) Be a hub for information and innovation, 2) Foster an environment of cultural and economic diversity in Springfield, and 3) Expand access to library services. Tie into Your Mission: All efforts and communications must reflect your vision to provide library services for personal enrichment, enjoyment and lifelong learning. Character: All communications should be consistent in tone, coming across as warm yet informative and helpful. Copy should employ a familiar but respectful form of address. Residents should be treated and referred to as if they are customers, but with the warmth of neighborliness. The core of the communications should utilize third person familiar, except for when we use staff for quotations. (Quotations should always use first person.) Specific Information: Get specific when outlining your accomplishments and your visions. Refer to the content in the presentation developed for the FY 18/19 budget review. (File name: Library FY19 Form_Presentation) Attachment 1, Page 6 of 23 Springfield Library Plan 6 NAMING AND BRANDING We recommend you continue to use the library tagline “Where minds grow,” for Phase 1, and then transition it to “Room to grow” when the discussion shifts to a heavier focus on a new space, during Phase 2. Imagery could extend from a book to other icons that illustrate the type of learning that occurs at the library (pens, paintbrushes, a strand of DNA, etc.) Phase 3 might venture further, moving to “Where Springfield grows.” When the effort to secure support concludes, you would return to “Where minds grow.” • Phase 1: Where minds grow • Phase 2: Room to grow • Phases 3-5: Where Springfield grows • Phase 6: Where minds grow Attachment 1, Page 7 of 23 Springfield Library Plan 7 KEY POSITIONING BY PHASE • Phase 1: Emphasize the library’s long-time role in the community, and its usefulness for generations. Begin to discuss the challenges it faces. • Phase 2: Lead the “rethinking libraries” conversation. If you initiate and enable this conversation it will naturally lead into the reason for a new library. Specifically: more access to technology, different types of space, different types of materials, more space to gather and learn together. The “Libraries Transform” campaign offers specific topics and relevant discussions. • Phase 3: Get practical about a new space. What would it achieve? What would it cost? How could it be funded? • Phase 4: Merge the “rethinking libraries” discussion with “here’s how we would do it” and what it would cost in an information-only format that centers on the question being put to voters. • Phase 5: Provide costs and benefits of the proposed new library. • Phase 6: Thank you and maintenance of relationships. Attachment 1, Page 8 of 23 Springfield Library Plan 8 KEY MESSAGING The key messaging is only foreseeable through Phases 1 and 2. This allows for adjustments based on community interest and understanding. Key messaging should be used as a reference for every communication that is issued during the outreach effort. Not every piece needs to include all messages, but selection of message should be made deliberately based on desired outcome, audience and medium. Phases 1 and 2: The following challenges/solutions listing can be used to message clearly and consistently. Parse these out by the audience so that you are sure to deliver the challenge to those who are most likely to care. The library’s Strategic Plan, as approved by the Library Advisory Board, is to fulfill the following efforts. A. Be a hub for information and technology. B. Foster an environment of cultural and economic diversity. C. Expand access to library services. However, facility limitations are impacting the library’s ability to fully deliver on this vision. Specifically: • Challenge 1: The library offers computer classes (coding, etc.) and technology support (digital literacy, ebooks, business support) but does not have a designated computer lab. • Solution 1: A new library would have a computer lab for teaching classes of all types. It would also be available for use by outside organizations or businesses. • Challenge 2: The limitations of space are impacting the user experience. The library strives to serve the youth of Springfield, but their needs are different and sometimes not compatible with other users. There are areas designated for the children, teens, and a quiet adult reading area, but because of space, it is hard to address noise and activity levels. There is not enough space for teens to gather for study groups and their noise disturbs others. Children and programs can be heard throughout the library. Yet children and youth are essential patrons. • Solution 2: The new library would have an area with tables where people of all ages could gather to study or meet quietly, but without complete silence. A new library would have separation of space to allow for quiet spaces, sufficient space dedicated for teens to be teens, and for kids to be kids, as well as places for people to sit and have a conversation without disturbing others. • Challenge 3: The library does not have room to accommodate community meeting spaces. • Solution 3: The new library would have sufficient meeting rooms for local businesses, organizations, and community groups to use for an array of purposes, at no or low cost. Such meeting spaces are scarce in the Springfield/Eugene area. New meeting rooms would be equipped with up-to-date technology. Attachment 1, Page 9 of 23 Springfield Library Plan 9 • Challenge 4: The library has increased program offerings but does not have sufficient dedicated programming space. It competes with other City departments and organizations for a single large space. When we do secure a space, the room set-up is cumbersome and not functional. Other spaces are not working as they should, particularly as the library serves more residents. Specifically: • The story corner amphitheater is not safe. Children regularly fall, and there are unsafe wooden edges that have injured children. • There is no area that is easy to clean-up for crafts. • There is no designated space for labs or computer-based learning. • There is not space for a community makerspace, something that the community has asked for and would definitely be used. • Solution 4: The new library would have adequate, flexible and dedicated programing. It would be able to accommodate more than one program or class happening at a time and accommodate larger groups when needed. Safety and clean-up issues would be alleviated. • Challenge 5: The library strives to provide access to current technology, but infrastructure of old building makes it cumbersome and expensive to make changes. The library does not have adequate WiFi and network access to serve patrons needs. • Solution 5: The new library would be a state-of-the-art building built to accommodate current technology and adjust easily to changing trends in technology. It would be able to provide better services for our patrons, who rely on the library for WiFi access for job hunting and other core tasks. • Challenge 6: The library was designed as a retail mall. Spaces were not designed for technology and needs of today. Specifically, the library is challenged by: • Storage limitations. • Not enough space for support groups – Friends, Foundation • Its inadequate materials processing space, which makes processing cumbersome and slow. • Lack of space for collections to grow. • Solution 6: The new library would have sufficient and properly designed work spaces that are ergonomically sound and safe, allowing staff to complete tasks more efficiently and safely. The design would include sufficient storage space for all programming and outreach materials. There would also be sufficient work space for the support groups, who are so important for the success of the library, to do their work. The library would have a floor plan so that the flow of the collections is intuitive and allows room to expand. This would include improved wayfinding for patrons. Shelves would be easily adjustable, and accessible for patrons. Attachment 1, Page 10 of 23 Springfield Library Plan 10 • Challenge 7: Partnerships allow the library to ensure that it reaches all of the community, as well as providing services and programs that interest and benefit the community. With more space, the library could help community partners do even more for residents. Specifically: • Host community partners for financial counseling. • Hold teen classes on entrepreneurship. • Provide health insurance clinics • Host a Small Business Development Center (the community has specifically named this a priority) • Solution 7: The new library would include flexible meeting spaces to allow the library to host organizations to make financial, legal, health and other support available for our patrons. Attachment 1, Page 11 of 23 Springfield Library Plan 11 AUDIENCES At the highest, most general level, your primary audience should be considered all Springfield residents. This is an important distinction as it includes those in the Thurston area and others who are not necessarily library patrons but whose support is essential. Reaching out to that broad of a group can be expensive and force a generalized message. Because of that, we recommend taking advantage of opportunities that let you dive deeper by parsing into specialized segments: • Current library patrons who use the library for books • Library patrons who participate in programming • Library advocates (foundation, volunteers, supporters) • School and educational users (teachers, home-school families) • Parents of children under 5-years-old • Long-time residents who are not using the library but did in the past (65+) • Young adults (18-26) • People ages 45-60 who are not current library users • Business community (via Chamber and news outlets) • Spanish-speaking community, and other English language learners • Public internet users Attachment 1, Page 12 of 23 Springfield Library Plan 12 TACTICS, WITH TIMING The tactical elements of this outreach are broken out by phase, below. These points are intended to supplement your current efforts, not replace them. PHASE 1: INFORMATION ABOUT CURRENT USE AND CHALLENGES July 2018-December 2018 Although the shortcomings and constraints of the current building are well understood by frequent users and staff, it will be important to provide details accompanied by how the shortcoming is affecting the public, or staff efficiency. This phase would be characterized by a primary emphasis on the current uses, with natural segues into the challenges. It will be important to emphasize limitations in this phase, even though that is not consistent with the library staff’s “can do” culture. Some of these recommendations are programmatic and may increase pressure on the library infrastructure. This is intentional as it proves the problem while targeting a relevant audience. July 2018: • Develop a “logo bug” for use on all materials. • Develop “photo essay” of challenges (over-crowded kids’ area, etc.) for future uses. • Develop fact sheet with statistics about the library (age, size, people served, population, collections, programs, etc.). Include “filled to capacity” components. • Refine recommendations in communications plan and assign to staff as appropriate. • Work with community/civic communications contacts to identify collaborative opportunities to share information more broadly. • Consider and proceed with programming that demonstrates the new role of a library and that correlates to one or more of the audience categories identified in the plan. For example: 1) Living on a data diet? Learn how the library can help. 2) Fact or fiction? Tips from your librarians. 3) Binge watching? Discover the books behind the shows. • Review past issues of “Highlighted and Handpicked” and identify content that could be shared via social media and on the website. • Assess the possibility of a new website. The current site does not adequately demonstrate the library’s offerings or character and of greater issue, it is not responsive. Given the high number of Springfield homes which probably use a phone rather than a computer, this is an issue. A new site should allow for a “news” section on the home page, or at minimum, social feeds. Attachment 1, Page 13 of 23 Springfield Library Plan 13 • Join Team Springfield “coordination” Facebook page and request that partners share relevant posts/news. • As you share events and programming, consider adding something such as “Space is limited. Come early to be sure of seating.” and if a program fills or overflows, be sure to document it and share it socially with a note about “Thank you, Springfield for all the interest in last night’s program. We know it was crowded!” Don’t do this if you are concerned about low turn-out. • Become involved in the Chamber of Commerce. Select one staffer to represent the library. • Become involved in Rotary. Select one staffer for this. • Identify any other community organizations with reach into categories of residents who are not otherwise familiar with the library. Become involved. • Begin a monthly enewsletter to advocates and allies, as well as stakeholders and opinion leaders. August 2018: • ‘Summer’s not just for kids’ social posts – Show how adults (younger, in particular) are using the library for research and exploration. • Social sharing, including some promoted posts, of kids in action, using the library. Emphasize STEM. For this and all social sharing, use a combination of Facebook, Instagram and Twitter based on target audience. Regularly boost posts (at least once a week.) • Develop a calendar of offerings and events, including open houses. Include services and an update about the status of the new library conversation. Identify a way to deliver this to every home in Springfield. Perhaps there is an opportunity to partner with Willamalane. • Issue an enews update. September 2018: • ‘Back to School’ Resource Night – Press release and social promotion. Hold a weekend or evening event that welcomes families and students to the library to meet staff who can help with research, and to find out the available resources, including computers. Hold a series of three – one for elementary, one for middle school, and one for high school. Promote it in collaboration with Springfield schools. • News opportunity/pitch -- Living without internet access: How the library helps Springfield – especially students -- connect/1 in 4 Americans lives without Internet. Here’s how Springfield does it… Attachment 1, Page 14 of 23 Springfield Library Plan 14 • Request opportunities to speak about findings of feasibility study/what’s next at key community meetings (Rotary, Chamber, etc.). Ideal timing is January through March. • Issue an enews update. October 2018: • Every other week, use social media to issue “Look familiar?” series of archival shots of Library over time. Choose photos that are recognizable or add call-outs for context. Contrast the past to the present. The goal of this is to demonstrate the longevity of the library, and to establish the baseline story of how things have changed and grown. • Every other week, use social media to demonstrate that the relevance of a public library is increasing, not decreasing (refer to the ALA Libraries Transform campaign for ideas). • Begin a weekly “I love my library because…” video post of a patron. Select for diversity of all categories, particularly age and user purpose. (These will be used as one longer reel during an open house and other presentations, so keep that in mind when producing.) • Be sure all of this content is shared or tagged to partner agencies or those mentioned. This multiplies the impact. • Get more mileage out of the posts by using the on your website. • Identify civic groups who would welcome an update on the project and get on schedules for the coming months. • Research opportunities to speak to the Chamber of Commerce about the economic and civic value of a library. (See the list of ideas for media – some angles are similar.) • Pitch the Register-Guard business editor a story that’s thematically similar to the content for the Chamber. • Add a page to the website that is specifically dedicated to the new Library discussion. Be sure it has a featured post or other front-page portal for visibility. • Issue an enews update. Attachment 1, Page 15 of 23 Springfield Library Plan 15 November 2018: • Release the findings of the Feasibility Study in the form of a newsletter-style mailing to Springfield residents. • Begin your “tour” of local groups (Chamber, Rotary, service organizations) and discuss the constraints and solutions, as well as next steps. • News article/pitch -- Fake news? Springfield librarians offer tips to sort fact from fiction. • Issue an enews update. • Engage a survey partner(s). PHASE 2: DECEMBER 2018 THROUGH MARCH 2019 Vision of What Could Be Accomplished with New Building After a phase of discussing the issues you face with the current space, we recommend you transition to an emphasis that focuses on what would be possible with a new building. An underpinning of this conversation might be “It’s amazing what we’ve been able to do, given the facility.” Or “Imagine what we could do if…” This is a time in which the community should be invited to help dream what the facility might accomplish. It is likely that earlier focus groups have revealed many of the likely visions, but participation is important at this stage. December 2018: • Continue to extract key pieces of the Feasibility Study and share using social media. • Develop and share behind-the-scenes video blogs that demonstrate the challenges. Continue this from this point on, once monthly. Put them on the website. • Rethinking libraries – Develop and use website and social media to share quick videos about how libraries are working for people now. (Beyond the books.) • News article/pitch -- “Keeping up with the times: How libraries are changing to meet the needs of Springfield’s families…” • Begin Speaker’s Bureau visits and continue through the end of March. Attachment 1, Page 16 of 23 Springfield Library Plan 16 • Share key information points of milestones, plus public involvement opportunities, using community channels such as: the City Manager’s enewsletter “Springfield Connects”, the Emerald Valley Magazine, Willamalane’s distribution opportunities, Free-for-All and SUB Reports/bill stuffers. • Work with the Springfield School District to identify opportunities to piggyback onto their communications to parents. (For example, Peachjar, etc.) • Begin survey development by identifying what information you need to learn. • Issue an enews update. • Use the Foundation’s Books & Brew fundraiser to shed light on limitations and share the vision for a new library. January 2019: • Work with local media to discuss the new library. Work this effort a week before the Open Houses in order to help spread the word. • Use the digital display screens in the City Hall lobby and Development/Public Works lobby to promote the open houses. • Community Open Houses – Hold three of these 2-hour sessions: one during a popular weekday time, one during a popular evening time period and one on a busy Saturday. Share facts and figures about the library, usage levels and constrictions related to the space. Hold these in the library. • Curate a list of community partners who can help share your posts and information. (Schools, Chamber, etc.) • Continue Speakers Bureau visits. • Issue an enews update. February 2019: • Social share findings/learnings/did you know from the Open Houses. • Continue Speakers Bureau visits. • Issue an enews update. • Promote Spring Break events for families. • Finalize survey content and schedule fielding. • Refer to comments about new building, provided in initial planning efforts (2017/2018). Attachment 1, Page 17 of 23 Springfield Library Plan 17 PAUSE FOR SURVEY/ASSESSMENT March 2019: • Field survey – get it scheduled early to ensure it can be conducted earlier in the month and definitely not during Spring Break. • Refine messaging based on survey findings. • Prepare for Phase 3. • Develop short videos (1-2 minutes) with a library staffer who talks about a constraint and how it could be solved by a new space. Keep it positive. Note that production value is not as important as content. Distribute these through social media and on your website from late March until June. • Issue an enews update. PHASE 3: SPECIFICS OF THE VISION – COST, LOCATION, ETC. April 2019 through May 2019 When the vision has been presented, community input has been considered and objectives of the new facility have been shared and confirmed, it is time to move into the “how to” discussion of the project. At this point, feedback from the community should be incorporated in the final budget numbers. It will be important that community priorities are reflected in the facility planning. April 2019: • Get specific about recommendations for a new library, based on feasibility study, survey findings and facility needs. • Develop a fact sheet about the new library. • Put the fact sheet content on the website. • Develop a newsletter-style mailer about the Library’s plans to request approval to put a bond measure on the ballot and mail it to all residents. • Use the digital display screens to alert people to the discussion. One screen is sufficient. • Share the information via social and electronic outlets. • Share information about the new library via news and community channels (schools, Willamalane, etc.) Attachment 1, Page 18 of 23 Springfield Library Plan 18 • Conduct another round of Speaker’s Bureau visits, to discuss specifics and next steps – or submit updated information in an article form for inclusion in organizations’ newsletters. As you visit organizations, be sure to post to social media and tag the organization in hopes that the organization and followers will follow you. • Issue an enews update. May 2019 • Develop and post information boards about the need for a library and what a new library would delivery. Use the same information on your website. • Mail/email a status report and fact sheet to organizations and community leaders who will be inclined to be supportive and helpful. Invite them to a site tour and discussion about the new library. Be sure to connect them with library advocates for future networking. • Reach out to the mayor, city manager, city councilors and your county commissioner and offer one-on-one tours of the site and provide them with the Feasibility Report with a cover sheet that delivers the information in bullets. • Continue to demonstrate the work the library conducts each day, being sure to represent all user groups. Add information such as “If we had more space, we could…” or “It’s amazing what the team pulled off…” to give context to what the improved library would deliver. • Conduct an overhaul of the website content to be sure that the vision and specifics are included, along with supporting content such as the videos. • Issue an enews update. PHASE 4: ANNOUNCEMENT OF BOND MEASURE June 2019 Sometime around now, the City Council will be asked to approve a request to place a measure on the ballot. Before this happens, complete as much supportive work as you can; after it is placed on the ballot you will be tightly restricted to an “information only” protocol. • Issue an enews update. Attachment 1, Page 19 of 23 Springfield Library Plan 19 PHASE 5: INFORMATION ABOUT THE BOND MEASURE June 2019 through Election Any promotion of the measure or further conversations that are in any way supportive of the bond measure approval must be conducted by the foundation and/or political action committee (PAC). The library can provide information-based materials only. We recommend these are reviewed by the Secretary of State’s office to ensure compliance. (At this point in a project it is very difficult for those who are immersed in a large project to see their own biases, making this independent review valuable.) Efforts you can make/items you can distribute are: • Fact sheet about the new library’s costs and benefits. • Fact sheet about the number of library users, programs, etc. • Re-use/repost past social media to look back and celebrate achievements. • Revisit those you saw on your first round of speaking engagements. • Use the digital displays for quick facts. • Use information boards on easels outside and inside the library. • Social media posts highlighting programs and activities (Keep in mind that these could be shared by others and used in support or against the measure.) • Newsletter-style mailer with information about the bond measure (be sure to have this reviewed by the Election Division. • Bill insert in SUB statements. • Issue an enews update. Advocacy work can be conducted by staff, but it must be done off-site, off-hours and on personal equipment. It is also important that staff be clear that their statements are their own and not as an employee or representative of the library. The Foundation does not have these restrictions. Attachment 1, Page 20 of 23 Springfield Library Plan 20 PHASE 6: THANK YOU AND “PROOF” OF INTENT November 2019 through Groundbreaking Assuming bond approval, be prepared to thank the community for having the vision to approve the request. Regularly provide updates and news about the movement toward reaching the community’s vision. Be sure to communicate at a level that’s about half the level of the pre- election outreach. Citizens feel used when an agency becomes silent only after they’ve gotten the ‘yes’ they needed. Maintain the relationships formed during the process. This may be a good opportunity for the Foundation, as well. Attachment 1, Page 21 of 23 Springfield Library Plan 21 Attachment 1, Page 22 of 23 Springfield Library Plan 22 OTHER NOTES • Reference List of Tools for Distribution • Chamber events • Chamber newsletter • Chamber of Commerce newsletter • City Manager’s enewsletter • Digital display boards in City Hall and Public Works • Emerald Valley magazine • Enewsletter from library • Events • Facebook “live” • Facebook organic posts • Facebook sponsored posts • Free-for-all publication • Instagram • Library website • Media outreach • Monthly enewsletter • Nextdoor website • Open houses • Peachjar with school district • Printed mail pieces • Printed newsletter from library • Speaker’s bureau/speeches • SUB bill inserts • Team Springfield collaborations • Twitter • Use of stand-up information boards outside of library • Willamalane outreach Website URL Although wheremindsgrow.org is clever and meaningful, it is not the URL someone would intuitively guess, if seeking the library. We suggest you consider using a more traditional URL such as ourspringfieldlibrary.org. (We know springfieldlibrary.org is used by another Springfield.) The reason to do this is simply because including the city name signifies community ownership and in turn, pride. Attachment 1, Page 23 of 23 Springfield Public Library Feasibility Study & Capital Campaign Timeline 2018 July – August  Meet with Campaign Planning Committee  Send draft prospect list to Committee prior to 8/21 meeting  Hold campaign meeting on 8/21/18 11:30-1:30  Prospect rating session at 8/21 meeting  Finalize top 30 prospects for feasibility interview, with goal of 25 interviews  Separate informal and formal interviews. Begin scheduling informal interviews in August  Complete all the contact information for each interviewee and ensure accurate  Finalize all campaign draft materials  Send emails to informal interviewees by 7/31 for meetings in Springfield on 8/21 and for phone meetings. September – November  Merge letters, proof, etc. 8/23-8/27 and obtain signatures for formal interviews Phase I  Mail letters to interviewees by 9/4 to 9/7 for formal interviews Phase I  Prepare background information for each interview  Begin calls to schedule appointments for interviews week of 9/17 for formal interviews Phase I  Finalize interview schedule with Sharon by 9/28  Send letters confirming interview date, time, location and with case statement 7 days prior to appointment  Formal Interviews – 4-5 per day 1. 10/17-10/18 2. 10/23-10/24 3. 10/30 -10/31 4. 11/8-11/9  Send thank-you letters within 3 days of interview  Review all client documents and begin compiling interview responses  Review results and determine if more interviews are needed  Schedule more interviews if needed for November  Write draft report 11/12-11-16 and share findings with leadership team at November meeting December-January  Meet with Campaign Planning Committee to discuss progress and next steps  Present draft report and share with leadership team in December (dependent on final interview dates)  Present feasibility-study report to leadership committee and boards by 12/15  Meet with Campaign Planning Committee  Make presentation to city leaders as needed Attachment 2, Page 1 of 1 Sharon Leighty & Co. 777 NW Wall Street, Suite 306, Bend, OR 97701 www.sharonleightyconsulting.com ∙ 541-408-5060 1 Qualifications of Sharon Leighty & Co. Summary and Firm Organization Sharon Leighty & Co. brings 30 years of fundraising, nonprofit management, and community- building experience to organizations seeking to manage their limited resources more effectively and creatively. Sharon’s company provides services to small and mid-sized organizations and public entities throughout Oregon. Services include planning and implementing fundraising and capacity-building campaigns; developing major gifts and annual programs; researching, writing, and managing grant programs; building development programs; and developing marketing and public relations campaigns to support an organization’s mission. Sharon has expertise and extensive experience securing public- and private-sector funds, including state and federal grants. She possesses excellent communication skills, has a broad understanding of technology, social media, and fundraising software programs, is familiar with all aspects of volunteer management, and has vast experience developing and implementing project plans and budgets. Sharon is the president of her company and a sole proprietor. She partners with other professionals to form a qualified team to meet the specific needs of each client. This model provides the most efficient, flexible, and cost-effective services for our clients. Sharon is also prepared to work with a team of professional and technical advisors already assembled by your organization. Campaign Experience Sharon has served as the lead consultant on a variety of capital campaign projects throughout Oregon. Examples include the restoration of the Kam Wah Chung & Co. Museum in John Day, the Vista House at Crown Point in the Columbia Gorge, Pete French’s Round Barn in French Glen, and the Willamette Mission Ghost Structure near Salem; a preservation fund to restore Oregon’s lighthouses; and funds to expand and enhance interpretive programs at Collier State Park and Logging Museum in Chiloquin and Sumpter Valley Dredge. Other capital campaigns include raising funds for Oregon’s 150th birthday celebration and funds to build new libraries in Lakeview and Canby. Sharon’s fundraising experience includes managing all phases of a capital campaign. Examples include implementing strategic planning sessions with community groups and stakeholders, forming community-based campaign advisory and fundraising teams, conducting formal and Attachment 3, Page 1 of 11 Sharon Leighty & Co. 777 NW Wall Street, Suite 306, Bend, OR 97701 www.sharonleightyconsulting.com ∙ 541-408-5060 2 informal feasibility studies, researching and cultivating prospective donors, planning community-based campaigns to leverage public-sector projects, developing and securing public- and private-sector funding, researching and writing grant proposals, recognizing donors, and developing public-outreach efforts to support a campaign. From developing relationships with present and future stakeholders to forming public/private partnerships, Sharon has worked with local boards to raise funds through grants, major gifts, fundraising events, and future gifts. Specific Capital Fundraising Projects Listed below are examples of fundraising projects in Oregon that involved extensive fundraising services by Sharon Leighty. All these projects were funded through both public- and private- sector sources. Examples of public sources include Save America’s Treasures Grant Program, National Scenic Byways Program, National Trust for Historic Preservation, Institute for Museum and Library Services, National Endowment for Humanities, and Travel Oregon. The private-sector sources include foundations in Oregon and SW Washington, corporations, civic groups, and individuals.  Providing fundraising and project management services to the Amphibious Forces Memorial Museum to raise $1.2 million to save the LCI-713;  Provided professional services to the Oregon State Capitol Foundation to build an independent nonprofit organization while expanding its resources;  Providing nonprofit management and technical assistance to the Wallowa Band Nez Perce Interpretive Center, Maxville Heritage Center, and Josephy Center for Arts and Culture;  Working with the Lane County Historical Society to expand its capacity and prepare for a capital campaign;  Providing development and grant-writing services for the Kids Club of Jefferson County and the Madras Aquatic Center;  Working with the Christmas Valley community and Outback Retirement Center to develop a sustainable plan for a retirement community;  Raised $4.5 million to restore the Vista House at Crown Point in the Columbia Gorge  Planned and implemented a $1.25 million campaign to preserve the Kam Wah Chung & Co. Museum in John Day;  Raised $325,000 to implement a new interpretive plan at Collier Memorial State Park and Logging Museum in Chiloquin;  Raised preservation funds for Oregon historic properties, including Sumpter Valley Dredge, Pete French’s Round Barn, the Willamette Mission Ghost Structure, and Oregon lighthouses;  Worked on the statewide initiative to implement the Willamette River Water Trail;  Provided development services to the Oregon 150 board to raise the resources needed to implement Oregon’s 150th birthday celebration; Attachment 3, Page 2 of 11 Sharon Leighty & Co. 777 NW Wall Street, Suite 306, Bend, OR 97701 www.sharonleightyconsulting.com ∙ 541-408-5060 3  Provided fundraising services to the Hollywood Theatre restoration campaign;  Helped South Salem High School’s Wind Ensemble raise funds to participate in the opening ceremonies of the 2008 Summer Olympics in China;  Provided interim executive director services to the Education Foundation for the Bend-La Pine Schools and the Deschutes Public Library Foundation;  Provided campaign support to raise $3.8 million to build a new main library in Lakeview;  Provided development services for a local Red Cross chapter;  Assisted Salem’s Riverfront Carousel, Cascade School of Music, Deschutes Historical Society, and Oregon Black Pioneers expand their organizational and fundraising capacity;  Helped the Business Education Compact diversify its revenue portfolio;  Worked with Jefferson County School District 509-J to expand resources;  Worked with the Warm Springs Community Action Team to build infrastructure and systems to support their work;  Provided in-kind services for Math Counts and Engineers Without Borders, PSU chapter;  Served as program coordinator for the Oregon Century Farm and Ranch Program, including the expansion of its resources, capacity, and volunteer program;  Provided technical assistance to Oregon Main Street Programs. “From working with our volunteers on fundraising strategies, to writing proposals, Sharon’s knowledge, skills, and community connections have helped ensure our campaign’s success,” said Amy Hutchinson, Director of the Lake County Library District. Grant-Writing Experience Sharon has developed solid relationships with most of the foundations throughout Oregon and SW Washington. She has extensive experience completing prospect research, developing all elements of a proposal, building relationships with foundations, applying for grants, and completing the grant reporting requirements. Sharon has experience securing both state and federal grants. The ability to secure funding for each project is contingent on the specific project, your organization’s readiness to implement a campaign, and local leadership. Following is a sampling of Sharon’s grant-writing history for a library: New Main Library, Lake County Library District  National Endowment Fund Humanities Challenge Grant $300,000  Ford Family Foundation $500,000  Meyer Memorial Trust $200,000  M. J. Murdock Charitable Trust $175,000  The Collins Foundation $100,000  Wichita Community Foundation $50,000  Collins McDonald Trust Fund $50,000 Attachment 3, Page 3 of 11 Sharon Leighty & Co. 777 NW Wall Street, Suite 306, Bend, OR 97701 www.sharonleightyconsulting.com ∙ 541-408-5060 4  Oregon Community Foundation $25,000  Oregon Cultural Trust $15,000  USDA Public Facilities Loan $1.2 million Community Partnerships and Outreach Sharon has developed and managed all aspects of a public relations program. Examples of marketing materials she has produced include newsletters, case statements and other fundraising materials, annual reports and brochures, promotional videos, and websites. Sharon possesses excellent communication skills and is comfortable communicating with groups of all sizes. Coordinated communication among all the stakeholders has been vital to the overall success of Sharon’s projects. Building relationships and collaborations among all sectors of the community has been a key element of Sharon’s work. While serving as the executive director of the Oregon State Parks Trust, Sharon had the privilege of working on numerous fundraising projects in partnership with Oregon State Parks Friends groups throughout Oregon. This successful public/private partnership model helped leverage limited public-sector funds to preserve Oregon State Parks. On Cape Cod, Sharon built and fostered community collaborations to start a Nonprofit Support Program, a Water Quality Monitoring Program collaboration, a Grant Resource Center, and the Barnstable County Economic and Development Council’s grant program. Through her United Way experience, Sharon learned how to move into a new community and quickly learn the centers of influence and community leadership. Using her ability to initiate conversations and meetings with residents from all segments of the community, Sharon was able to convene people and help them set and achieve common goals. The overall goal was for the community members to feel personally invested in the project and to feel successful throughout the process. Throughout her career, Sharon has been involved in establishing, implementing, and evaluating new programs and growth opportunities. She understands how to comprehend a community’s economic and political dynamics and how to work with diverse populations. Project Management, Administrative Skills, and Ability to Work Independently Being a highly motivated self-starter who enjoys working in a fast-paced team environment, Sharon possesses excellent self-management and follow-through skills. Sharon’s work has required her to be innovative and visionary while facing the reality of limited resources. She appreciates the projects and administrative responsibilities that challenge her academic and professional skills. Attachment 3, Page 4 of 11 Sharon Leighty & Co. 777 NW Wall Street, Suite 306, Bend, OR 97701 www.sharonleightyconsulting.com ∙ 541-408-5060 5 Sharon’s administrative duties have included direct responsibility for all facets of the financial management of the organization, including the development of comprehensive operating budgets. The board of directors approves these budgets, but it has been Sharon’s responsibility to ensure that all the revenue and expense benchmarks are met. Participation in an Executive MBA program and ongoing training has afforded Sharon the opportunity to constantly improve her managerial skills. Sharon employs her entrepreneurial skills on a daily basis to pursue and initiate opportunities that will enhance the community. Often these opportunities have involved the startup of new programs or community ventures. Sharon has been involved in developing all the governing documents to support these new programs and organizations. Fees and Examples of Services Sharon Leighty & Co. provides consulting services at an hourly rate of $95 per hour. An agreement is developed between the client and Sharon Leighty. This agreement clearly defines the budget and hours approved by the client for services. Clients are billed for services after the services are provided by Sharon Leighty & Co. The following are pricing components for various types of services that Sharon Leighty & Co. may be asked to provide. Campaign Feasibility Study and Donor Solicitation Meetings: Sharon Leighty & Co. will charge $95 per hour to implement a major gifts campaign. Time estimates include one to three hours per meeting and collecting the available background information on each prospect. Facilitation, Planning, and Campaign Meetings: Sharon Leighty & Co. will charge $95 per hour for attendance, preparation, and follow-up for these meetings. Donor and Grant Research: Sharon Leighty & Co. will complete the research to develop a funding plan to complete the project. Sharon will also work with community leaders to schedule meetings and provide staff support for completing the meetings and follow-up with the prospective donors and funders. The charge for this service is $95 per hour. Grant Applications: Sharon Leighty & Co. will prepare any funding applications or proposals as requested by the client. Some clients elect to write their own proposals and have Sharon Leighty & Co. provide technical assistance in the form of review and comment. Following are examples of estimated rates for some proposals or grants:  NEH Challenge Grant – 60 hours, or $5,700  Oregon Community Foundation – 20 hours, or $1,900  The Collins Foundation – 30 hours, or $2,850  Trust Management Services – 15 hours, or $1,425 Communications Planning: Sharon Leighty & Co. will provide communications planning services for $95 per hour. Services may include:  Development of marketing or branding opportunities to support the campaign;  Recommendations for updating or developing basic marketing materials;  Exploring in-kind marketing opportunities to expand your limited resources; Attachment 3, Page 5 of 11 Sharon Leighty & Co. 777 NW Wall Street, Suite 306, Bend, OR 97701 www.sharonleightyconsulting.com ∙ 541-408-5060 6  Coordination of your communications plan with your annual work plan. Other Services: On request, Sharon Leighty & Co. will provide not-to-exceed price quotes on all services that have a defined scope of work and a deliverable outcome. For all other services, Sharon Leighty & Co. will charge $95 per hour. The estimated cost for services is contingent on the final scope of work. The projected budget and scope of work will be modified to align with the available resources, work plan, organizational capacity, and your campaign leadership. Attachment 3, Page 6 of 11 Sharon Leighty & Co. 777 NW Wall Street, Suite 306, Bend, OR 97701 www.sharonleightyconsulting.com ∙ 541-408-5060 7 Resume of Sharon Leighty & Co. 777 NW Wall Street, Suite 306 Bend, OR 97701 541-408-5060 sharon@sharonleightyconsulting.com www.sharonleightyconsulting.com SUMMARY Sharon Leighty & Co. brings 30 years of nonprofit management and business experience to small and mid-size organizations seeking to manage their limited resources more effectively and creatively. Sharon’s services will help organizations govern themselves effectively, think strategically, and expand their resources to support well-run, enterprising organizations. Emphasis is placed on the following services: Private- and Public-Sector Grant Writing Development/Campaign Planning and Implementation Planned-Giving Program Design and Implementation Foundation Research and Grant Proposal Development Donor Relations and Stewardship Capacity Building and Sustainability Marketing and Public Relations Programs Special Projects EXPERIENCE & QUALIFICATIONS ASSET DEVELOPMENT  Raised $1M to $5M annually  Built and sustained membership, annual, capital, planned-giving, and endowment campaigns  Expanded and cultivated database and solicitation methods for specific markets  Managed all administrative tasks for development programs, including contact reports, development of case statements and collateral materials, events, budgets, correspondence, donor recognition, and stewardship  Familiar with development software, data entry requirements, report generation, and using software as a management tool  Supported leadership staff and community volunteers on donor and prospect meetings, developed all briefings and talking points, and managed all follow-up  Extensive experience managing and coordinating fundraising and leadership volunteers  Developed and implemented plans and budgets for development departments Attachment 3, Page 7 of 11 Sharon Leighty & Co. 777 NW Wall Street, Suite 306, Bend, OR 97701 www.sharonleightyconsulting.com ∙ 541-408-5060 8  Engaged prospects and donors in programs, activities, and events  Managed all aspects of prospect research and identification  Familiar with planned-giving programs and targeted activities to develop programs GRANT WRITING & MANAGEMENT  Cultivated, secured, and administered private- and public-sector funding  Developed, implemented, and managed all phases of a grant program, including strategic cultivation plans  Fostered relationships with program officers, foundation leaders, and trustees  Proven record of accomplishment in securing grants and major gifts  Extensive experience writing grant proposals, reports, and supporting materials with limited time and resources  Developed new program initiatives responsive to the needs of the community and secured funding to support programs  Built and fostered community collaborations across all sectors of the community  Reviewed, ranked, and evaluated grants to achieve program priorities and goals  Cultivated close working relationships with the business community, community groups, elected and appointed officials, and the media COMMUNITY RELATIONS & MARKETING  Prepared all the materials to support fundraising and marketing programs, including case statements, presentations, websites, and social media  Developed and implemented promotions/marketing plans  Implemented special events and donor-cultivation events  Prepared press releases, coordinated media coverage and press conferences  Developed and published newsletters, annual reports, brochures, and case statements  Developed promotional videos, public service announcements, and websites  Planned and implemented promotional and educational programs, and events FINANCIAL MANAGEMENT & ADMINISTRATION  Managed annual agency program budgets and goals, and directed daily operations  Experienced in all aspects of organizational management  Developed and implemented strategic plans, department goals, and work plans  Responsible for monitoring and reviewing investment policies and investment performance of all assets PROFESSIONAL & VOLUNTEER HUMAN RESOURCE MANAGEMENT  Employed and supervised professional and administrative staff  Led volunteer/staff team responsible for re-engineering the organization  Responsible for volunteer organizational structure of 1,000 volunteers annually  Staffed community volunteer fundraising leadership and boards of directors  Expanded volunteer base to reflect the diversity of the community Attachment 3, Page 8 of 11 Sharon Leighty & Co. 777 NW Wall Street, Suite 306, Bend, OR 97701 www.sharonleightyconsulting.com ∙ 541-408-5060 9 FOR-PROFIT VENTURES FOR NONPROFITS  Developed business plans for retail and salvage operations  Researched and opened resale operations in targeted locations  Supervised and hired up to 15 store personnel  Managed charitable gaming programs PROFESSIONAL SKILLS  Independent self-starter with entrepreneurial spirit  Excellent time management and project management skills  Ability to work under pressure and deadlines, and manage multiple projects  Available to work nontraditional hours and travel  High degree of personal and professional integrity  Excellent database management skills, experience with development databases, good general computer skills, including basic Office Suite programs, spreadsheets, and PowerPoint  Sincerity and credibility with prospects, donors, volunteers, staff, and community  Team player  Outstanding communication and networking skills  Excellent writing skills WORK HISTORY President - Sharon Leighty & Co., 1999 - 2002, April 2006 - present Executive Director - Oregon State Parks Trust, 2002 - March 2006 Executive Director - Community Foundation of Cape Cod, 1996 - 1999 Development Director - The Arc of New Mexico, 1994 - 1996 Development Director - United Way, 1986 - 1994 EDUCATION Master of Business Administration, 1995, University of New Mexico, Albuquerque, NM Bachelor of Science, 1981, Oregon State University, Corvallis, OR VOLUNTEER & CENTRAL OREGON AFFILIATIONS Member of Association of Philanthropic Counsel Member of Mt. Bachelor Rotary Club Member of City Club of Central Oregon Advisor, Restore Oregon Deschutes County Historic Landmarks Commissioner Worked on various campaigns in Central Oregon Numerous volunteer projects throughout Oregon Attachment 3, Page 9 of 11 Sharon Leighty & Co. 777 NW Wall Street, Suite 306, Bend, OR 97701 www.sharonleightyconsulting.com ∙ 541-408-5060 10 Confidential References for Sharon Leighty & Co. With more than 30 years of fundraising and nonprofit experience, Sharon has assisted multiple nonprofit organizations with her services. The following references will be happy to share their experience working with Sharon Leighty: Amy Hutchinson Director Lake County Library District 513 Center Street Lakeview, OR 97630 541-947-6019 library@co.lake.or.us Past client of Sharon Leighty & Co. Sharon provided campaign counsel and strategic oversight to the local volunteer leadership to raise $3.9 million to build a new main library in Lakeview. Willie Richardson Chairperson Oregon Black Pioneers 117 Commercial Street NE, Suite 210 Salem, OR 97301 503-540-4063 Willie@oregonblackpioneers.org Current client of Sharon Leighty & Co. Sharon provides ongoing fundraising services and is helping to implement a revenue plan to sustain the organization and produce its 2018 exhibit. Joe McHaney Administrative Services Kids Club of Jefferson County Madras Aquatic Center 1195 SE Kemper Way Madras, OR 97741 541-475-4253 jmchaney@macaquatic.com Current client of Sharon Leighty & Co. Sharon provides resource development, grant-writing, and project development services to the Kids Club of Jefferson County and Madras Aquatics Center Foundation. Joe is also familiar with Sharon’s other work in Jefferson County. Attachment 3, Page 10 of 11 Sharon Leighty & Co. 777 NW Wall Street, Suite 306, Bend, OR 97701 www.sharonleightyconsulting.com ∙ 541-408-5060 11 Ginny Lang Oregon State Capitol Foundation Board Member 5769 SW Huddleson St. Portland, OR 97219-6645 503-421-6667 ginny.lang72@qmail.com Past client of Sharon Leighty & Co. Sharon provided nonprofit management, policy development, and campaign counsel to the Oregon State Capitol Foundation. She helped the organization transition to an independent organization. Tammy Ambrose Campaign Coordinator, Build It Forward Campaign Bend FC Timbers 145 NE Revere Ave., Suite 6A Bend, OR 97701 541-797-6640 tammy@bendfctimbers.com Past client of Sharon Leighty & Co. Sharon provided capital campaign counsel while helping the organization build the infrastructure and capacity to support a campaign. She is also mentoring staff as a volunteer. Gwendolyn Trice Executive Director Maxville Heritage Interpretive Center 403 N. Main Joseph, OR 97841 541-426-3545 gwen@maxvilleheritage.org Current client of Sharon Leighty & Co. Sharon is providing leadership training, technical assistance, and capacity-building services. Attachment 3, Page 11 of 11