Sample Library Plans

Sample Plans from libraries - to be used with the Ontario Public LIbrary Guidelines, 7th edition

The Seventh edition of the Ontario Public Library Guidelines includes several guidelines which request that a written plan be available to cover that topic area.  For example, that the library have a written collection plan to guide their process for collection development and management.  Whereas SOLS staff created sample policies from the fictional community of Trillium, Ontario, the plans provided in this section are actual examples from libraries across Ontario and show a variety of styles and approaches.  In each case, we have extracted the specific OPL Guideline and then listed the library where we found the example (please note that this page is a work in progress and we are still collecting further examples).   If you see an “M” after the guideline number, then that guideline is mandatory if working toward accreditation.

7.6 – M – “Planning Document -The library has developed a formal planning document which guides the library’s overall direction and includes at least some of the following items as: mission and vision statements, values, goals and objectives, strategic directions and action plans.”

8.6 – “Collection Plan -The library system has established a written collection development plan reflecting the library’s collection priorities. The plan includes long and short-term collection profiles, as well as a buying plan. This would include physical, shared collections and electronic options to be noted in the overall plan.”


9.1 “Service Level – Each library system must determine the service level, the nature of its services, and what will be offered to the public. The library produces updated profiling documentation pertaining to the level of service at any and all locations (e.g. number of hours open, types of materials, electronic infrastructure, and types of services). Where there are multiple branch libraries, the hours and services offered in each of these libraries should be based on the needs and characteristics of the local community it is meant to serve.

9.4 – M – “Accessibility Plan -The library system has assessed its physical accessibility, has developed an accessibility plan, by itself or with partners, and has a process in place for keeping the plan up-to-date. The plan addresses the requirements of applicable legislation.”

10.2 –  “Programming Plan -  The library has developed a plan which outlines the types of programs, in what format (on site, in the community, and/or online) and for which age levels. The library’s plan is informed by community needs, interests, availability of other partner programs or community services or reflect current trends which reflect recognized public library best practices.”

11.1 – “Technology Plan – The library has in place a plan which reflects defined goals, objectives and/or action plans for the acquisition, service, maintenance, upgrade and replacement of electronic networks, equipment and software applications for both staff and client use. The plan considers the library’s existing technology, technology potential, and the impact of future trends on library services. IT includes strategies for funding, staffing, training and technology support as required.”


11.5 – “Business Continuity and Disaster Plan -The library has considered and prepared for local interruptions to technology-based services (such as power outages or technical issues) as well as major disruptions or failures (such as grid failures, flood, theft or fire damage). The written plan establishes how the library will maintain essential technology services during short-term or limited interruptions to service (e.g. the ILS goes down), and for recovering data in the event of short-term or catastrophic failure. It includes communicating the plan to staff, and training them in its implementation. The business continuity and disaster plan may be part of the overall library or municipal continuity and disaster plan.”


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