State Library of Ohio – Ohio Libraries

Technology Plan Review Process and Checklist

Used by State Library of Ohio staff
 

Name of Library: ______________________________________________________________

Reviewer: ___________________________________________________________________

Date: _______________________________________________________________________

Recommend approval as submitted: _____ Recommend approval pending revisions: _____

Successful Technology Plans align the overall education or library service improvement objectives with the following five criteria. To qualify as an approved Technology Plan for a Universal Service Program discount the plan must meet these criteria. It is critical that technology planning not be viewed or treated as a separate exercise dealing primarily with hardware and telecommunications infrastructure. There must be connections between the proposed physical infrastructure of the information technology and the plan for professional development curriculum reform and library service improvements.

• ____ The Plan establishes clear goals and a realistic strategy for using telecommunications and information technology to improve education or library services.
  
  
  • _____ details actual steps to be taken (strategies) to reach broad outcomes (goals)
     
    
• ____ The Plan has a professional development strategy to ensure that staff knows how to use the new technologies to improve education or library services.
  
  
  • _____ Discusses staff training or staff knowledge in technology areas such as the online catalog, online databases and Internet search engines?
    
    
  • _____ Are some staff trained on specific applications?
    
    
  • _____ What methods are employed for continuing education for staff in areas of technology (i.e. CE events through RLS, State Library, online tutorials, etc.)
    
    
  • _____ Is technology training offered to the public?
    • _____ Discusses who does the training (staff, volunteers, outside vendor)
      
      
    • _____ Discusses types of training offered
    
    
    
• _____ The Plan includes an assessment of the telecommunication services, hardware, software, and other services that will be needed to improve education or library services.
  
  
  • ____ Includes information on complete range of technology services, including basic telecommunications
    
    
• _____ The Plan provides for a sufficient budget to acquire, and maintain the hardware, software, professional development and other services that will be needed to implement the strategy for improved education or library services.
  
  
  • ____ Includes information that the library will cover non-discounted charges for eligible services
    
    
  • ____ Indicates a reasonable plan for technology needs and costs for the next three years (this includes hardware, software, telecommunications, training, other expenditures)
    
    
  • ____ Indicates actual or anticipated costs for technology over the next three years (this includes hardware, software, telecommunications, training, other expenditures)
    
    
• _____ The Plan includes an evaluation process that enables the school or library to monitor progress toward the specified goals and make mid-course corrections in response to new developments and opportunities as they arise.
  
  
  • ____ Indicates how frequently the plan will be reviewed and updated
    
    
  • ____ Indicates a methodology to assess how technology has improved library services to staff and customers
    
    
  • ____ Indicates a method to assess if strategies have been met and if not, why not
    
    

E-Rate Technology Plan Review Process and Checklist
revised: 01/05

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