Planning Services

CAC offers a variety of planning services for public libraries, academic libraries, and library-related organizations.

Strategic Planning

CAC can facilitate a strategic planning process that will result in a successful strategic plan for your library or library organization. Cordelia, along with collaborators such as Anne Cooper Moore, PhD, will lead your team through five phases: 1) Kickoff & Process Design, Research, Planning, Implementation & Evaluation. At the end, you will have a plan that all library stakeholders can see themselves in. Contact us with specifics about your needs and to get a custom proposal.

Case Studies: NC LIVE, Neuse Regional Libraries, Ohio University Libraries.

Testimonial: “Cordelia proved adept at working across a multitude of library perspectives and cultures to build consensus. Cordelia created a safe and open environment that encouraged everyone to contribute to the strategic planning process. And Cordelia’s professionalism and positivity kept everyone energized throughout the strategic planning process.” – Rob Ross, Executive Director, NC LIVE.

Marketing & Communications Planning

CAC can help you to develop a strategic and measurable Marketing & Communications Plan for your organization. Deliverables include goals and objectives, key messages, strategies and tactics, a content calendar, and a marketing dashboard. Contact us with specifics about your needs and to get a custom proposal. You can also watch a short video about this process, or download a pdf of the video content.

Case study: Cecil County Public Library.

Testimonial: “We hired Cordelia and worked with her for 6+ months to audit our current marketing processes, then develop new internal systems and workflows. We involved our whole Leadership Team as well as staff from across all teams. Having a third party lead the process helped not only to receive buy-in on the suggestions, but to build a better understanding of everything we have going on as an organization and set realistic expectations. We are very thankful for all the support and advice we received from Cordelia!” – Melissa Foster, Manager, Marketing and Communications, Barrie Public Library

Fundraising & Advancement Support

CAC helps libraries and nonprofit organizations strengthen fundraising strategy, donor communications, board engagement, and campaign readiness. Services may include fundraising assessments, development planning, donor messaging, stewardship recommendations, annual giving strategy, planned and major gift planning, and practical tools to help staff and leadership build stronger relationships with supporters.

Case Studies: Massanutten Regional Library

Testimonial: “I can share that our first donor appreciation event went very well—a cocktail hour and meet and greet with award-winning author Beth Macy. We’ve just finished the event debrief. Also, we passed $400K in donations for the first time in a non-capital campaign year with two months to go, up from $345K total last fiscal year. Finally, our amount of first time donors is now more than double last year’s total. You will remember that expanding our donor base was one of our big requests in our Advancement Assessment. Your efforts have greatly contributed to these successes, in just the 6-7 months since we began implementing your recommendations.” – Zachary Elder, Director, Massanutten Regional Library