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Cheat Sheets: Capturing, Documenting, and Sharing Institutional Memory
A one-hour webinar presented by: Pat Wagner

Imagine that you are going to be leaving your library for a week, and the person taking your place is bright and capable but knows nothing about your job or working in a library. What would be the top 20 things they would need to know to get through the week?

Or, what if your whole department was going to be absent in a perfect overlap of vacation time? What would you and your co-workers come up with as a short guide to help the willing but inexperienced team of substitutes?

Or what about your beloved assistant director, who has worked at your library since she was a 16-year-old page and is now retiring? Everyone from new teen volunteers to the president of the library board turn to her for advice. She knows the “bones” of the library: all the important facts, figures, and unwritten rules, the history of obscure policies. When she leaves, it will leave a big hole in the soul of the library, not to mention in her memorized archive of crucial data. How do you plan to capture that information?

In this one-hour webinar we will discuss ‘Cheat Sheets’: a collection of practical information about running the library, created by individuals, teams, and sometimes an entire branch or building. The process can be as valuable as the result: clarifying policies, uncovering myths about procedures, and bringing groups together regarding issues such as quality standards and priorities. Topics include models for conducting cheat sheet sessions and creating documents, where to start, what cheat sheets typically include, and how to create how-to manuals one bite at a time.

Dec 2, 2021 12:00 PM in Pacific Time (US and Canada)

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