Financial Management for Libraries

Financial Management for Libraries

Author: William W. Sannwald

Publisher: American Library Association

Published: 2018-12-03

Total Pages: 217

ISBN-13: 0838915604

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Presenting financial management principles and best practices applicable to both public and academic libraries, this comprehensive text elucidates a broad array of issues crucial for those entering a managerial position. Both thorough and straightforward, Sannwald's treatment gives readers a solid grounding in the basics of accounting and finance, with an emphasis on applicability to library management and operations;ties budgets and strategic planning to library vision, mission, goals, and objectives;discusses the roles of stakeholders such as boards, governmental/municipal bodies, the university, and the community;looks at a variety of funding sources, from tax revenue to gifts and donations, and presents sound strategies for including them when projecting income and expenses;articulates and discusses the pros and cons of various budget strategies;includes sample budgets and forms that can be customized as needed;offers expert guidance on modifying budgets for windfalls and shortfalls;explains operating ratios, fiscal benchmarking, and metrics, demonstrating how to use these to effectively create and manage a budget and assess the fiscal health of the library; andadvises on how to effectively prepare and present a budget and annual financial statements to a library's governing agency. Ideal for course use, this book will also serve as a ready reference for practitioners.


Financial Management in Academic Libraries

Financial Management in Academic Libraries

Author: Robert E. Dugan

Publisher: Assoc of College & Research Libraries

Published: 2018

Total Pages: 0

ISBN-13: 9780838989432

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"Financial Management in Academic Libraries explores the connection between financial management and accountability, effectiveness, efficiency, and sustainability, and demonstrates how to capture them in a realistic, data-supported budget. Among the different units of an academic institution, the library has an advantage in that its managers can link these concepts to the library's infrastructure, its staffing, collections, services, and technology. Focusing on these components can enable everyone in the library to work to achieve organizational sustainability over time and advocate for their place in the institution"--Provided by Amazon.com.


Library Management 101

Library Management 101

Author: Diane L. Velasquez

Publisher: American Library Association

Published: 2013-07-10

Total Pages: 385

ISBN-13: 083891148X

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Knowing the principles of general management is both useful and necessary for LIS students, but learning management techniques specific to the world of libraries is no less important. Created to fill a surprising educational void, this edited volume focuses on best practices from library management experts teaching in LIS programs across the country. Among the many topics discussed are Classic and contemporary theories of management, and how they apply to the library Human resource planning Marketing and public relations Negotiations, mediation, and financial management of the library Facilities management Information technology management and future trends Change management and organizational culture Ethics and confidentiality In addition to providing students with a solid foundation in library management, experienced managers will also benefit from the structured, practical knowledge included in this impressive volume.


Financial Management of Libraries and Information Centers

Financial Management of Libraries and Information Centers

Author: Robert H. Burger

Publisher: Bloomsbury Publishing USA

Published: 2016-08-22

Total Pages: 340

ISBN-13:

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Covering everything from auditing and budgeting to contracts, revenue and expenditures, forecasting, and ethics in financial management, this book addresses the full spectrum of topics and skills needed by today's library managers. Many library managers learn financial management on the job, within the framework of a specific organization. The "sink or swim" method of skill acquisition can be effective, but it is inefficient, stressful, and typically leaves one lacking in foundational concepts and principles. This book provides a logical, organized way for library school students, librarians, and others such as library board members to gain the specific knowledge critical to the financial management of libraries and information centers. This book covers the full spectrum of topics and skills needed by today's managers—from the basics of budgeting, accounting, and financial statements to audits, forecasting, risk management, and revenue sources. There are even chapters on ethical considerations and advocacy. The skills readers will learn from this guide are of critical importance in this era of financial constraints and accountability at every level of the organization. Students in management and financial management courses and practicing library managers seeking to improve their financial management skills will find this book an essential tool for success.


Fundamentals of Planning and Assessment for Libraries

Fundamentals of Planning and Assessment for Libraries

Author: Rachel A. Fleming-May

Publisher: American Library Association

Published: 2021-07-23

Total Pages: 265

ISBN-13: 0838937810

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The concepts of planning and assessment are intrinsically linked—and understanding them is essential for raising the library’s profile and strengthening its position among stakeholders and the community. Even if you're an LIS student or are new to the profession, or if planning or assessment are not your primary areas of responsibility, you still have a role to play in the success of organizational efforts. Fleming-May has more than a decade of experience in planning and assessment initiatives and instruction, and Mays was her institution’s first assessment librarian; their primer draws from theory, research, and their first-hand observations to illuminate such topics as characteristics of bad planning strategy that can help to illustrate a better approach; reasons why using economic models, like ROI, fall short; how to mix the three types of planning; guidelines to ensure that assessment is meaningful and actionable; tips for creating effective surveys; emphasizing users’ needs with a critical assessment framework; data analysis for surveys, interviews, focus groups, and observation; four questions to ask about audience level before you develop a report; a sample 3-year assessment plan that can be customized; and seven steps for developing a culture of ongoing assessment.


Effective Financial Planning for Library and Information Services

Effective Financial Planning for Library and Information Services

Author: Duncan McKay

Publisher: Routledge

Published: 2003-09-02

Total Pages: 78

ISBN-13: 1135475741

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This title is a concise guide to financial planning, with definitions of financial terms and the key processes involved, which also provides tips on how to present your budget most effectively to secure funding. As pressures of business increasingly affect all information functions, it has become ever more important to be able to justify the costs involved in running any form of information function. This second edition covers budgetary implications related to developments in information source provision.


Financial Management for Libraries

Financial Management for Libraries

Author: William W. Sannwald

Publisher: American Library Association

Published: 2018-04-24

Total Pages: 230

ISBN-13: 0838916767

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Presenting financial management principles and best practices applicable to both public and academic libraries, this comprehensive text elucidates a broad array of issues crucial for those entering a managerial position.