MOBIUS Strategic Plan 2025-2028

Year-1

The MOBIUS committees will seek out concerns and feedback from member libraries regarding services and products specifically related to the areas addressed in their charges. Committees will present concerns that cannot be addressed through existing MOBIUS processes or committee engagement to the MOBIUS Board through their board representative. MOBIUS Board will receive regular input from those committees and report actions taken on recommendations to the recommending committee and to the membership. (Objective 1) 

Committees will develop and implement their own outreach and assessment plans that enhance communication and inclusion opportunities for member libraries in planning, development, and issue reporting and resolution. These plans will be presented to the MOBIUS Board by committee board representatives. (Objective 1)

Committees will develop processes for collaborating with the other MOBIUS committees. These plans will be presented to the MOBIUS Board by committee board representatives. (Objective 1)

Committees and the MOBIUS Board will work to develop methods of seeking MOBIUS member input in planning stages. (Objective 1)

MOBIUS staff will brainstorm ways to provide a platform with short tutorials access and known issues/resolution knowledge that is more accessible than the current listserv-based email threads related to MOBIUS FOLIO, OpenRS, and Hyku functionality and use. Ideas will be presented to FOLIO and OpenRS Enhancement Committee, Professional Development and Training, Digitization, Circulation and Courier, and Cataloging Committees, before December of year-1 of this strategic plan. Those ideas will be vetted by all committees, whose MOBIUS Board representatives will present committee impressions of these ideas to the board for further consideration. (Objective 2)

MOBIUS Board will assess migration activity for areas of communication deficiency or difficulty, developing formal lessons learned. MOBIUS Board will actively look for instances where these short-term deficiencies could spread to long-term patterns, and devise processes to mitigate such events. (Objective 4)

Professional Development and Training Committee will take the lead in planning collaboration opportunities between member libraries, and report regularly to the MOBIUS Board on progress. (Objective 3)

MOBIUS member libraries will be encouraged to use committee contacts to report issues and concerns related to the committee charge, while maintaining their continued use of the help desk and MOBIUS Board member representations to field such issues. (Objective 1)

Year-2

Committees will continue soliciting input and feedback from MOBIUS members regarding services related to their charges. MOBIUS Board will receive regular input and reports from committees through their Board representative and report actions taken on recommendations to the recommending committee and to the membership.   (Objective 1)

Committees and the MOBIUS Board will work to develop methods of seeking MOBIUS Member input in planning stages. (Objective 1)

Professional Development and Training Committee will take the lead in planning collaboration opportunities between member libraries, and report regularly to the MOBIUS Board on progress. (Objective 3)

MOBIUS staff and all committees will promote participation in the tutorial/information platform developed in year-1. (Objective 2)

MOBIUS Board will assess communication efforts performed in year-1, make needed modifications, and continue efforts to enhance communication. (Objective 4)

Year-3

MOBIUS Board will receive regular input from committees and report actions taken on recommendations to the recommending committee and to the membership.  Committees and the MOBIUS Board will continue work to develop methods of seeking MOBIUS Member input in planning stages. (Objective 1)

Professional Development and Training Committee will take the lead in planning collaboration opportunities between member libraries, and report regularly to the MOBIUS Board on progress. (Objective 3)

MOBIUS staff will assess effectiveness of efforts to promote participation in the tutorial/information platform, as well as the platform itself, and report findings to the MOBIUS Board by the last MOBIUS Board meeting of year-3 of this strategic plan. (Objective 2)

MOBIUS Board will assess communication efforts performed in year-2, make needed modifications, and continue efforts to enhance communication. (Objective 4)

Year-1

MOBIUS Staff and MOBIUS Director will evaluate staffing levels focusing on the service areas of help desk, communications, membership engagement, and information technology. A report and recommendation, including financial needs and proposed funding areas for the workload alignment, will be written and presented to MOBIUS Board during the last MOBIUS Board meeting of year-1 of the strategic plan. (Objective 1)

MOBIUS Finance Committee and the MOBIUS Director will develop new processes for pricing library membership and services to replace the existing assessment model. A recommendation of that modification will be made to the MOBIUS Board by the last MOBIUS Board meeting of year -1 of this strategic plan. MOBIUS Board will report planning to the membership and seek membership guidance in a membership meeting before a decision is made. (Objective 2)

The MOBIUS Director and MOBIUS Board will develop goals for MOBIUS membership increases that are attainable and measurable, but that stretch realistically above growth that is easy. A plan of action will be developed and implemented by year-2, to be assessed by the MOBIUS Board at the last meeting of year-3 of the strategic plan. (Objective 6)

The MOBIUS Director and MOBIUS Board will work together to identify risks to continued membership in the consortium, and develop plans to minimize those risks.  Assessment of the effectiveness of these activities will be done at least by the last MOBIUS Board meeting of each year. (Objective 5)

The MOBIUS Board, with support of the MOBIUS Director, will evaluate the potential benefits and costs of providing new member types specific to more granular service provisions. Assessment of viability of possible new member options will also be evaluated based on usage of similar special memberships previously provided by MOBIUS. Decisions will be made prior to the last Board meeting of year 1 of this strategic plan. (Objective 7)

Year-2

MOBIUS Finance Committee and the MOBIUS Director will develop a new budgeting model and make recommendation to the MOBIUS Board by the last MOBIUS Board meeting of year-2. (Objective 3)

The MOBIUS Director will report to the MOBIUS Board regularly regarding efforts and processes being engaged to meet goals on membership increases. (Objective 6)

The MOBIUS Director and MOBIUS Board will work together to identify risks to continued membership in the consortium, and develop plans to minimize those risks.  Assessment of the effectiveness of these activities will be done at least by the last MOBIUS Board meeting of each year. (Objective 5)

MOBIUS Board will consider recommendations on staff levels from year-1 and begin planning for final decisions on staffing for future years. Viability considerations will be addressed by the MOBIUS Director and Finance Committee. (Objective 1)

Year-3

MOBIUS Board will make implementation decisions regarding MOBIUS staffing levels by the last MOBIUS Board meeting of year-3 of the strategic plan. (Objective 1)

MOBIUS Finance Committee and the MOBIUS Director will address plans for signaling member cost. MOBIUS Finance Committee will make recommendation to the MOBIUS Board. The Board will make a decision regarding this issue. (Objective 4)

The MOBIUS Director will make a final report to the board on the membership increase initiative that has occurred across this strategic plan. MOBIUS Board will assess the processes and results. (Objective 6)

The MOBIUS Director and MOBIUS Board will work together to identify risks to continued membership in the consortium, and develop plans to minimize those risks.  Assessment of the effectiveness of these activities will be done at least by the last MOBIUS Board meeting of each year. (Objective 5)

If a decision is made to approve new more granulated service membership types in year 1, then the MOBIUS Director will provide results of such provision across years 2 and 3 of this strategic plan. The board will decide, by the last board meeting of year 3 of the strategic plan, whether new membership types will be retained. (Objective 7)

Year-1

The MOBIUS Staff and MOBIUS Director will address succession planning. Plans and processes will be developed to safeguard institutional knowledge and maintain organizational functionality in the face of future vacancies. Planning will be conducted for staff development that prepares MOBIUS staff to fill future opportunities at a higher level in employment hierarchy. The MOBIUS Director will report on these plans when ready, but at least during the last MOBIUS Board meeting of year-1 of this strategic plan. (Objective 3)

MOBIUS staff will brainstorm ways to provide a platform with short tutorials access and known issues/resolution knowledge that is more accessible than the current listserv-based email threads related to MOBIUS FOLIO, OpenRS, and Hyku functionality and use. Ideas will be presented to FOLIO and OpenRS Enhancement Committee, Professional Development and Training, Digitization, Circulation and Courier, and Cataloging Committees, before December of year-1 of this strategic plan. Those ideas will be vetted by all committees, whose MOBIUS Board representatives will present committee impressions of these ideas to the board for further consideration. (Objective 4)

The Professional Development Committee will develop a mentorship program for member library leaders, which includes introduction to MOBIUS history and culture for leaders new to MOBIUS. (Objective 2)

Committees, in collaboration with MOBIUS Staff and MOBIUS member libraries, will identify and implement opportunities to celebrate successes occurring during year-1. (Objective 5)

Year-2

The Professional Development and Training Committee, in concert with the MOBIUS Staff and MOBIUS Director, will assess knowledge growth opportunities in MOBIUS member libraries. The committee will create a report and recommendations, including financial needs and proposed funding areas, to be presented by the committee Board representative and MOBIUS Director to the MOBIUS Board for consideration at the last MOBIUS Board meeting of year-2 of the strategic plan. (Objective 1)

MOBIUS Board will consider succession planning recommendations from year-1. Any decisions made by the MOBIUS Director, previously reported to the Board in year-1, will be assessed related to their progress and effectiveness up through year-2. (Objective 3)

MOBIUS staff will continue implementation of tutorial platform ideas approved by the Board and report to FOLIO and OpenRS Enhancement Committee, Professional Development and Training, Digitization, Circulation and Courier, and Cataloging Committees on progress of those implementations. MOBIUS Board representatives will keep MOBIUS Board apprised of the progress of this activity. (Objective 4)

Committees, in collaboration with MOBIUS Staff and MOBIUS member libraries, will identify and implement opportunities to celebrate successes occurring during year-2. (Objective 5)

Year-3

MOBIUS Board will review recommendations and actions taken regarding succession planning during the three years of this strategic plan. MOBIUS Board will make final decisions regarding the succession plan at MOBIUS and assess the activities and processes engaged during this strategic plan. (Objective 3)

The MOBIUS Board will review and assess activities conducted by MOBIUS to identify and offset knowledge gaps and otherwise grow MOBIUS Staff and MOBIUS member library staff knowledge. (Objective 1)

The MOBIUS Board will assess the effectiveness of processes and products related to the training and known issues platform to be developed during year-2. (Objective 4)

Committees, in collaboration with MOBIUS Staff and MOBIUS member libraries, will identify and implement opportunities to celebrate successes occurring during year-3. (Objective 5)

Year-1

MOBIUS staff and the FOLIO and OpenRS Enhancements Committee will continue improving FOLIO and Open RS processes, and the MOBIUS Director will report the progress regularly to the MOBIUS Board. Continuous improvement will be evaluated by the Board and shared with Members regularly. (Objective 1 and Objective 2)

Committees will provide end-user assessment of MOBIUS services specific to their charge. Committees will be an additional place to report continuing issues with such services by member libraries outside of and in addition to the help desk and the Board. Committees will evaluate, document, and report to the Board successes, failures, and ideas for mitigation of deficiencies identified in the service assessment. (Objective 7)

Committees will file short summary reports two times per year with their MOBIUS Board representative expressing assessment findings and proposed mitigations. Board representatives will report back to their committees regarding Board actions in response to assessment reports. (Objective 7)

The Associate Director of Open-Source Initiatives and related staff and the MOBIUS Director will begin developing plans to expand MOSS membership and services. Planning will continue through year three, to be presented to the MOBIUS Board for consideration in year three of this strategic plan. (Objective 4)

E-Resources Committee will enhance and maintain knowledge of the electronic resource marketplace, disseminating that information when appropriate. (Objective 6)

MOBIUS Staff and E-Resources Committee will develop a three-year plan to support the OER industry, and promote use at member libraries. Year-one of this plan will be implemented. MOBIUS Board will be consulted on progression of the project. (Objective 5)

The Associate Director of Open-Source Initiatives and MOBIUS Director will develop and apply a three-year plan to encourage MOBIUS member libraries to participate in Open-Source communities, and report that plan to MOBIUS Board. MOBIUS Board will address how to normalize such activity, to include deciding how committee support should proceed. (Objective 5)

MOBIUS staff and the Digitization Committee will continue improving Hyku processes, and the MOBIUS Director will report the progress regularly to the MOBIUS Board. Continuous improvement will be evaluated by the Board and shared with Members regularly. (Objective 3)

Year-2

MOBIUS will continue improving FOLIO and Open RS Processes, and the MOBIUS Director will report the progress regularly to the MOBIUS Board. Continuous improvement will be evaluated by the Board and shared with Members regularly. (Objective 1 and Objective 2)

Continue committees’ assessment processes and associated reporting to Board representatives two times per year. Continue Board representative responses to the committees regarding Board actions associated with assessment processes. (Objective 7)

Target of 8-library branch increase in MOSS membership between the beginning of year-1 and the end of year-2 of the strategic plan. (Objective 4)

MOBIUS Staff and the E-Resources Committee will proceed with year two of the OER plan, and assess previous year success. E-Resources Committee will report progress and request consultation of the Board through their Board representatives. (Objective 5)

The Associate Director of Open-Source Initiatives and MOBIUS Director will continue applying a three-year plan to encourage MOBIUS member libraries to participate in Open-Source communities, and report progress to MOBIUS Board. (Objective 8)

MOBIUS staff and the Digitization Committee will continue improving Hyku processes, and the MOBIUS Director will report the progress regularly to the MOBIUS Board. Continuous improvement will be evaluated by the Board and shared with Members regularly. (Objective 3)

Year-3

MOBIUS will continue improving FOLIO and Open RS processes, and the MOBIUS Director will report the progress regularly to the MOBIUS Board. Continuous improvement will be evaluated by the Board and shared with Members regularly. (Objective 1)

MOBIUS Board and membership will engage an assessment of the effectiveness of FOLIO and OpenRS resources to consider renewal of contracts. (Objective 1 and Objective 2)

MOBIUS will continue improving FOLIO and Open RS processes, and the MOBIUS Director will report the progress regularly to the MOBIUS Board. Continuous improvement will be evaluated by the Board and shared with Members regularly. (Objective 1 and Objective 2)

Develop and propose growth plans for MOSS, to include staff needs, expertise, equipment, marketing, for a proposed next stage of growth for this service. Address how such growth would be funded, viability of proposed growth, and market studies in relation to growth options moving into the next phase of MOSS’s existence. MOSS staff, Associate Director, and MOBIUS Director will present a proposal/report to the MOBIUS Board for consideration. (Objective 4)

Target of a 4-library branch increase in MOSS membership between the end of year-2 and the end of year-3. (Objective 4)

Continue committees’ assessment processes and associated reporting to Board Representatives twice per year. Continue Board representative responses to the committees regarding Board actions associated with assessment processes. An end of strategic plan assessment report will be created by each committee related to their processes charged, and provided to the Board by March of year-3, reflecting on FOLIO, OpenRS, and Hyku current functionality. The report will include the three-year journey leading to current existing functionality levels, current membership views of platform viabilities, and recommendations regarding continuation, modification, or termination of existing platform contracts. (Objective 7)

MOBIUS Staff and the E-Resources Committee will proceed with year three of the OER plan, and assess overall success of this strategic initiative. E-Resources Committee will report progress and request consultation of the Board through their Board representatives. (Objective 5)

The Associate Director of Open-Source Initiatives and MOBIUS Director will continue applying a three-year plan to encourage MOBIUS member libraries to participate in Open-Source communities, and final report on success to MOBIUS Board. (Objective 8)

MOBIUS Board make final decisions on develop plans to expand MOSS membership and services by the last MOBIUS Board meeting of year-3 of this strategic plan. (Objective 4)

MOBIUS staff and the Digitization Committee will continue improving Hyku processes, and the MOBIUS Director will report the progress regularly to the MOBIUS Board. Continuous improvement will be evaluated by the Board and shared with Members regularly. (Objective 3)

The Digitization Committee will submit a report making recommendation regarding the desire to renew or terminate the Hyku contract by the final MOBIUS Board meeting of the third year of this strategic plan. (Objective 3)