CE Project Agreement for VII-H-1 (001)

Write an E-rate technology plan

Word version of this document

Purpose: Write a technology plan approved by the State Library of Kansas

Core skill: VII-H-1: "develop and maintain a library technology plan, including a computer replacement plan."

Eligible participants: Librarians and trustees

Repeatable?: No

Learning component: Attend a CE event or read the following materials.

  • Listen to "How do I write a good tech plan" at tinyurl.com/69t2hg

  • Read SLD's five elements of tech plans and other requirements at http://tinyurl.com/5weg9f

  • Instructions with examples for writing tech plans by Jeff Hixon, the official approver of E-rate tech plans for Kansas public libraries at http://tinyurl.com/5r5ol9

    The PDF version at http://tinyurl.com/59rvd6 includes a tech plan template.

  • Writing SMART goals by Chris Rippel at http://tinyurl.com/5qfvdy

  • Jeff Hixon's tips for getting your technology plan approved at http://tinyurl.com/65k7to

  • Read one article on writing technology plans at http://tinyurl.com/6gpytq

    • "Technology vision statements": vision statements establish values for selecting technology and describe where you want the library to be.

    • "Practical steps for creating a library technology plan": 10 steps to create a library technology plan

    • "Technology planning guide": step-by-step instructions using TechAtlas to create a technology plan

    • Technology needs assessment": collection of resources for determining what new and updated technologies to include in your library technology plan

  • Read one article on evaluating tech planning at http://tinyurl.com/6r6djx

    • "Technology planning evaluation": practical guide to building an evaluation process that ensures your technology plan aligns with the library's service goals.

    • "Evaluating your technology plan": Collection of resources for creating an ongoing review and update plan process.

  • "Frequently asked questions about technology planning" by the Schools and Libraries Division (SLD) of the USAC, the company that administers E-rate at http://tinyurl.com/5wvjc4

  • Sample plans approved by State Library


  • Do you want help from a CKLS consultant?
    ___ No help needed.
    ___ Yes, modify project agreement
    ___ Yes, suggest other readings or learning
    ___ Yes, early preparation visit
    ___ Yes, one-on-one coaching through activity
    ___ Yes, other: _______________________________

    • Library work component:
    1. Fill out the "Technology assessment: Preparation for writing an E-rate technology plan" at http://tinyurl.com/637pv7 File the completed from in your E-rate files. If the E-rate auditors come, they will want to see it.

    2. Write a technology plan with the following characteristics.

      • Front cover states: the name of the library, three years covered by the plan, date of library board approval.

      • Plan covers three years.

      • Contains the five elements required by the Schools and Libraries Division.

        • Goals: each year should have one or more SMART goals

        • Professional development strategy

        • Assessment of telecommunication services

        • Budget resources: copy of budget covering technology

        • Ongoing evaluation process stating the person in charge, frequency and method of evaluation.

    3. Submit plan for state approval to Jeff Hixon, State Library of Kansas, 300 SW Tenth Ave., Room 343 N., Topeka, Kansas 66612-1593.

    4. To receive credit for this project, submit the following to the Head of CKLS Continuing Education.

      • Copy of filled out the "Technology assessment: Preparation for writing an E-rate technology plan"

      • The State approved technology plan. Please send as attachment to email.

      • A filled out CE Project Agreement Evaluation form (Word document)

Posted by Chris Rippel  

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