Benefits: Difference between revisions

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'''Principles'''
'''Alignment with strategy'''
* linking abstract benefits to local strategy
* awareness of different contexts (records management policy, institutional/teaching strategy, library strategy, etc.)
* linking low-level benefits (e.g. stabilising a collection) to high-level returns
'''Different audiences for describing the benefits'''
* selecting benefits and language according to the audience (e.g. senior library managers, vs IT managers)
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==Processes==
==Processes==


Scenario fit - some of this comes from the "WHO"
1. Scenario fit - some of this comes from the "WHO"
* This will determine the kinds of benefits that will be relevant


1. Gather relevant institutional documents, such as:
2. Gather relevant institutional documents, such as:
* Institutional strategic plan - mission statements, strategic objectives
* Institutional strategic plan - mission statements, strategic objectives (e.g. research/teaching)
* Departmental service plan and performance indicators
* Departmental service plan and performance indicators
* Other departmental policies (e.g. records management policy, procurement policy, etc.)
Check how old they are and see if they are relevant.
Check how old they are and see if they are relevant.
Ask whether you think DP is timely?
Ask whether you think DP is timely?
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AIM: linking low-level objectives with high-level returns (eg preserve this CD, vs make someone's life better)
AIM: linking low-level objectives with high-level returns (eg preserve this CD, vs make someone's life better)


2. Understand your audiences
CAUTION: some of these links may not always be explicit, you may waste time building links that are not relevant
 
LONGER-TERM AIM: to influence these documents?
 
3. Understand your audiences
* Different benefits will appeal to different decision makers
* Different benefits will appeal to different decision makers
* Different people will talk different languages
* Different people will talk different languages
* Different departments will have different objectives that you need to align with (records management policy, institutional/teaching strategy, library strategy, etc.)
* Different departments will have different objectives that you need to align with  


3. Carry out an environment scan such as:
3. Carry out an environment scan such as:

Revision as of 11:03, 31 July 2013

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List of benefits by category

Economic

  • Return on investment

Educational

  • Access
  • Re-use, Re-purpose
  • Opportunity for funding bids
  • Outreach


Organisational

  • Compliance (retention)
  • Reputation
  • Efficiency

Processes

1. Scenario fit - some of this comes from the "WHO"

  • This will determine the kinds of benefits that will be relevant

2. Gather relevant institutional documents, such as:

  • Institutional strategic plan - mission statements, strategic objectives (e.g. research/teaching)
  • Departmental service plan and performance indicators
  • Other departmental policies (e.g. records management policy, procurement policy, etc.)

Check how old they are and see if they are relevant. Ask whether you think DP is timely?

AIM: linking low-level objectives with high-level returns (eg preserve this CD, vs make someone's life better)

CAUTION: some of these links may not always be explicit, you may waste time building links that are not relevant

LONGER-TERM AIM: to influence these documents?

3. Understand your audiences

  • Different benefits will appeal to different decision makers
  • Different people will talk different languages
  • Different departments will have different objectives that you need to align with

3. Carry out an environment scan such as:

  • Case studies of success and failure
  • Benchmark against comparators
  • Identify significant legislation / regulation

Check whether these are helpful Ask whether you think the mood is right?

4. Look up N Beagrie's Benefits Toolkit and use this.

  • consider the results before you present them
  • find an opportunity to present them in terms your organization will understand.

Resources

[Neil Beagrie's Keeping Research Data Safe Benefits Framework| http://www.beagrie.com/KRDS_BenefitsFramework_Guidev3_July%202011.pdf]

[Neil Beagrie's Keeping Research Data Safe benefits toolkit - introduction| http://www.beagrie.com/KRDS_Factsheet_0711.pdf]

[Blue Ribbon Task Force| http://brtf.sdsc.edu/]

[APARSEN survey of Digital Preservation thinking in European Research Libraries| http://www.alliancepermanentaccess.org/wp-content/uploads/downloads/2013/03/APARSEN-REP-D36_1-01-1_0.pdf] see chapter 3

[ESpida Framework - balanced scorecard on digital preservation| http://www.gla.ac.uk/services/library/espida/]

Measuring the Impact of Digital Resources, Tanner http://www.kdcs.kcl.ac.uk/fileadmin/documents/pubs/BalancedValueImpactModel_SimonTanner_October2012.pdf

McKinsey Article on the value of data: 'The need for growth and competitiveness will force companies to build strong digital capabilities. Viewing them as assets rather than additional areas of spending requires a new set of management and financial lenses. Embracing them is a major shift—but one worth making for companies striving to master a still-evolving landscape.' [1]

Benefits Funnel, Grindley http://www.slideshare.net/neilgrindley/digital-preservation-costs-versus-benepasig-dublin-oct-2012-dp-costs-final2 (slide 10)

Communications

The benefits section of the business case should ...