Using the Balanced Scorecard as a Framework for Strategic Planning and Organizational Change

Abstract

Strategic planning processes offer an opportunity to connect foundational practices with a vision for future change. In this chapter, Kotter’s eight stages of change are mapped to the Montana State University Library’s strategic planning effort (September 2017– February 2018). Montana State University (MSU) is a land-grant public research university located in Bozeman, Montana. It is listed in the Carnegie Classification as a doctoral-granting university with “Higher Research Activity,” and with a head count of nearly 17,000 students in Fall 2018, it is by far the largest institution of higher education in Montana. The university’s annual budget is $201 million, and research and development expenditures exceeded $126 million in 2018. In addition to having its teaching and research missions, MSU is also one of 359 universities in the US awarded Carnegie’s community engagement classification.

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Johnson, Kris, Kenning Arlitsch, Martha Kyrillidou, and David Swedman. “Using the Balanced Scorecard as a Framework for Strategic Planning and Organizational Change”, in Leading Change in Academic Libraries, edited by Colleen Boff and Catherine Cardwell, ACRL. 2020.

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