Crash Course in Library Budgeting and Finance


Book Description

The Crash Course series was created for library staff who need basic information on various service-specific topics. The titles in this series take a simple, "how-to" approach that focuses on providing all the fundamental knowledge needed for day-to-day library services. The books can serve as handy references, practical workshop guides, or effective training manuals, and will be useful to new librarians as well as staff who may need refresher information for new areas of responsibility. -- from back cover.




Financial Management in Academic Libraries


Book Description

"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.




Project Management in Libraries


Book Description

A recent study showed that only 53 percent of projects come in on budget and only 49 percent on schedule. So what does it take to be an on-budget, on-time finisher? Successful project management may seem like a quixotic pursuit, but it doesn't have to be.




Financial Management for Libraries


Book Description

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.




Collection Development and Management for 21st Century Library Collections


Book Description

Packed with discussion questions, activities, suggested additional references, selected readings, and many other features that speak directly to students and library professionals, Gregory’s Collection Development and Management for 21st Century Library Collections is a comprehensive handbook that also shares myriad insightful ideas and approaches valuable to experienced practitioners. This new second edition brings an already stellar text fully up to date, presenting top-to-bottom coverage of the impact of new technologies and developments on the discipline, including discussion of e-books, open access, globalization, self-publishing, and other trends; needs assessment, policies, and selection sources and processes; budgeting and fiscal management; collection assessment and evaluation; weeding, with special attention paid to electronic materials; collaborative collection development and resource sharing; marketing and outreach; self-censorship as a component of intellectual freedom, professional ethics, and other legal issues; diversity and ADA issues; preservation; and the future of the field. Additional features include updated vendor lists, samples of a needs assessment report, a collection development policy, an approval plan, and an electronic materials license.




Crash Course in Library Budgeting and Finance


Book Description

Concise, informative, and well-indexed, this book helps readers get the "big picture" as well as the considerable number of details involved in managing the finances for a library. For all libraries, money is critical to decision-making about technology, staffing, and collections. As a result, informed budgeting is critically important for any library to succeed. This book explains library finance in a practical, engaging way, using examples of real situations in different types of libraries to teach key points. Written by authors with years of experience in budgeting and financial planning within a variety of library settings and in teaching library management or fundraising at the university level, Crash Course in Library Budgeting and Finance makes it painless to learn how to properly manage money in any library environment. The book addresses the entire process of financial planning, from a general, conceptual overview of library budgeting to the details of generating and spending income, and describes best practices for implementing financial controls. Subjects covered include building construction and capital projects, fund raising, capital campaigns, moving to fee-based services, extending and developing earned income, financial best practices, and assessment and evaluation. The authors also make recommendations regarding when and how to share relevant financial information throughout the organization and with constituents throughout the book.




Library Marketing Basics


Book Description

Here is an accessible, step-by-step, easy to understand, and hands-on resource for any librarian who is interested in learning basic marketing tips to raise the profile of their library. While other books on library marketing are dense and assume that the library has a full-time marketing staff person, a publicist, a graphic designer, and a big fat budget., this book offers tips and tricks (often free) that any librarian can do to market the library. It will focus on the small changes to the services a library provides to raise its profile. Library Marketing Basics is designed for beginners who are new to library marketing. Any librarian can market their library, but they must understand what true marketing is all about, and how to do it right. In this guide, you'll: Learn what true library marketing is, and what it’s not Plan a large scale marketing campaign / awareness campaign on a shoestring budget Learn how to market yourselves as librarians! Develop your own professional identity and brand Learn tips and tricks on obtaining buy-in from your colleagues and the entire organization, even if they are resistant! Learn how to develop relationships with stakeholders in order to raise the profile of your library You'll also find practical examples from the non-library /corporate sector on how to use currently existing marketing tools and apply them to your library. The book focuses on developing a “library” brand, in addition to creating an effective marketing plan, social media guidelines, identifying assessment tools, and providing best practices when developing signage, writing website vocabulary, and designing promotional materials. Library Marketing Basics will show that you don’t need a big budget to market the library. You just need a small team of like-minded colleagues to brainstorm creative ways to raise awareness with your audience. Marketing is all about the valuable intangible and tangible aspects (of your library) and how you connect them with your users.




Budgeting Basics and Beyond


Book Description

If the very thought of budgets pushes your sanity over the limit, then this practical, easy-to-use guide is just what you need. Budgeting Basics and Beyond, Third Edition equips you with an all-in-one resource guaranteed to make the budgeting process easier, less stressful, and more effective. Written by Jae Shim and Joel Siegel, the new edition covers Balanced Scorecard, budgeting for nonprofit organizations, business simulations for executive and management training, and much more!




Finance, Budget, and Management for Reference Services


Book Description

The library budget, a topic of primary importance to the reference librarian, is thoroughly examined in this book, first published in 1988. Experts offer insightful suggestions for reference librarians to understand and take responsibility for budget issues, directly and indirectly. They address the ability to explain the budget - which actually entails explaining the collection, the services, and the process in place for managing the fiscal resources - a necessary skill for any reference librarian faced with looming budget cuts. Providing quality services on a limited budget is also explored. The contributors provide helpful essays on convincing the parent agency to provide adequate support, setting goals and priorities, generating revenue, and more.




The Budget-Building Book for Nonprofits


Book Description

This best-selling nuts-and-bolts workbook, now in its second edition, has become the gold standard for nonprofit managers and boards who must work through the budget cycle. The book offers practical tools and guidance for completing each step of the budgeting process. Designed to be comprehensive and easy to use, The Budget-Building Book for Nonprofits provides everything budgeters and nonfinancial managers need to prepare, approve, and implement their own budgets. Includes new chapters on Zero-Based and Capital Budgeting as well as an accompanying website with spreadsheets, worksheets and a new budget-building software, the CMS Nonprofit Budget Builder, designed to help you implement the concepts in the book. The software includes an expandable standard chart of accounts (COA) and will aid in building, organizing, tracking and planning budgets.