Text Readings for the Week

            This week we are learning how to budget properly for our future libraries.

Empowering Learners (35-36)

 The program must be well funded.

  1. You need to be able to show progress.  Is the money being spent wisely to justify the continuation of funds?
  2. A well thought out budget will be readily accepted.
  3. Be frugal!  Use free programs, open source software, partnership as often as possible, and apply for grants to help reduce the amount of funding you must request.
  4. Continuously collect data and make adjustments to your program.
  5. Self-assessment is important!  Remember the students, your patrons, should come first, always.  Is your program benefiting them?


Woolls, “On the Job:  Managing the Budget”

             Libraries are at the mercy of the budget!  This is true for all of us whether we work in a school or run a household.  However, in order to obtain money to run programs in a school situation, you must justify the activities you would like to provide.  Remember, you’ll be competing for those dwindling funds so you must plan to win.  A few helpful key tips to remember are:

  1. Know the fiscal year cycle so you can order materials before your opportunity is gone.
  2. Make sure the financial officer knows the needs of the library. 
  3. When you order your materials, make sure your information is correct.
  4. Determine the costs benefits of all items to be purchased or needed.
  5. With older items, determine if it is more cost effective to replace or repair.
  6. When making a purchase keep these tips in mind:
    1. Communicate your needs clearly.
    2. Provide details about the product.
    3. Include any contract details.
    4. Explain how the item will be used.
    5. Explain why you need that particular item.
    6. Explain the benefits of the product.
    7. Provide information about where the item will be housed.
    8. And don’t forget to include where the item is to be delivered.
  7. When you are ready to write a budget proposal  to fund a program keep these tips in mind:
    1. Provide a State of Needs.
    2. Prepare a Goals and Objectives list.
    3. Establish a Plan of Action along with a timeline.
    4. Plan for the evaluation of the program.
    5. Be prepared to show the end results.
    6. Describe local resources that are available.
    7. Build your budget so you know what to ask for and what you don’t need.
    8. Double check your proposal.
    9. Be prepared for disappointments.
    10. Double check for grammar and spelling errors.
    11. Make sure all necessary documents are included.
    12. Check your document again.
    13. Most important:  Submit it on time!

 Remember, you are doing this for your patrons.  Plan great programs that will benefit those you serve, show how important your library is to the school and community, and be prepared to prove your importance.  You are after all, SUPER LIBRARIAN!


2 thoughts on “Text Readings for the Week

  1. Floyd Pentlin says:

    “Make sure the financial officer knows the needs of the library.” How would one go about that? What does that mean exactly?

    I wonder how many librarians create budget proposals? This might be an interesting research topic.

  2. nogginquest says:

    You have to be in constant communication with the financial officer. I don’t have the book in front of me, but I believe it mentioned being friendly and keeping that person in the know how important the library is to the school.

    I have not idea how many librarians create budget proposals. I have an interview with a couple of librarians this week for another class. Perhaps I can add that question to my list. You’re right, it would be interesting.

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