2021-2023 Strategic Plan


The Strategic Plan recognizes that although there are many issues and items that are of concern to our members, there is a limit to the resources available on which to call for advancing the priorities of CAAL-CBPA and its members, so the focus in the planning process was in identifying key strategies in the plan, while incorporating flexibility for future shifts in priorities.  It was developed with the understanding that the plan is a living document that needs to be regularly reviewed and updated to evolve with the landscape.  It is also critical to the success of CAAL-CBPA in supporting the needs of its members, that the plan is ever-present in the planning and activities of CAAL-CBPA, its committees, and its working groups.  To further foster inclusion, the plan must make every effort to integrate the concepts of diversity and accessibility throughout.


Strategies and Goals

1.0 Foster a collaborative approach to shared regional challenges and opportunities

1.1  Develop a training program to meet the needs of DDG members.

1.2  Optimize the Relais implementation for ILL and document delivery services across CAAL-CBPA.

1.3  Optimize ILL and document delivery services across CAAL-CBPA.

1.4  Develop networks of shared expertise among CAAL-CBPA members.

1.5  Develop regional expertise and best practices in support of national university, college, and library association interpretations of the Copyright Act and Fair Dealing.

2.0 Develop a comprehensive strategy across CAAL-CBPA to facilitate the actualization of the CFLA-FCAB TRC Report recommendations at member institutions.  Note: Need to ensure Indigenous Peoples involvement in any activities or strategy development.  Per the terminology used in the CFLA-FCAB TRC Report, this includes First Nations, Inuit, and Métis.

2.1  Create a knowledge base of community contacts for the Indigenous communities/organizations of our region and develop best practices/protocols for community consultation.

2.2  In collaboration with Indigenous Peoples, facilitate a community-led education and training program to foster understanding among CAAL-CBPA members.

2.3  Foster interest in, and support for, Indigenous Peoples in the Atlantic Region entering information management careers, either directly, or in partnership with other organizations and/or institutions.

2.4  Foster support for Indigenous Peoples working in information management careers at CAAL-CBPA member libraries, either directly, or in partnership with other organizations and/or institutions.

3.0 Foster growth and development in employee knowledge and skills at member libraries to meet the challenges of an ever-evolving post-secondary education landscape.  Note: To the extent possible, ensure accessibility in opportunities.

3.1  Develop an ongoing, coordinated plan for education and training opportunities for CAAL-CBPA members to facilitate member skills and knowledge development.  Note: To the extent possible, ensure accessibility in opportunities.

3.2  Enable financial support opportunities for CAAL-CBPA members.

3.3  Develop a multi-faceted approach to ensuring member awareness of education and development opportunities.

4.0 Foster a collaborative collection strategy to maintain the integrity and discoverability of, and access to, member collections in the region.

4.1  Leverage member purchasing power and optimize resource usage rights in consortial acquisitions while balancing the diverse needs and priorities of the membership.

4.2  Develop a strategy for the preservation of non-digital collections in the region.

4.3  Develop a strategy for the preservation of, and perpetual access to, electronic resources in the region.

4.4  Develop a multi-faceted knowledge and skills development program to facilitate member skills and knowledge development.

4.5  Evaluate and provide a recommendation to the Board on ConsortiaManager as an ERM system for CAAL-CBPA.  Contingent on Board approval, implement ConsortiaManager.

4.6  Support existing repository development and aid in the facilitation and implementation of repositories in member libraries.

4.7 Develop supports for members partnering with their end users around scholarly communications issues.

4.8 Develop supports for member institutions in developing institutional Open Access policies.

5.0 Coordinate regional, and leverage national, RDM initiatives to support institutional researcher needs.

5.1  Provide ongoing access to training resource material and enable CAAL-CBPA members to participate in education and training opportunities related to research data management.

5.2  Connect members with documentation to support RDM service development and delivery.

5.3  Ensure regional awareness of The Alliance and other RDM services and initiatives through network development and information sharing.

6.0 Advance awareness and adoption of Open Educational Resources (OERs) in the Atlantic Region.

6.1  Develop a financially sustainable model for a regional OER repository and service.

6.2 Develop and manage a digital publishing platform and repository to facilitate the creation/adaptation/adoption and discovery of OER in the Atlantic Region.

6.3 Administer an OER Development Grants Program for educators in the region.

6.4 Develop and implement a Peer Review Honoraria Program.

6.5 Develop and implement a “train the trainer” support model for staff at member libraries.

6.6 Develop and deliver an education & awareness campaign for educators at CAAL-CBPA member institutions.

6.7 Enhance discoverability and interoperability of OERs in the AtlanticOER ecosystem.

6.8 Develop and implement a policy and procedural framework, including best practices, to support the AtlanticOER service.

6.9 Develop and implement a communications plan for the AtlanticOER Service.

6.10 Develop and implement a service evaluation plan for performance monitoring, analysis, and evaluation.

6.11 Develop an evidence-based sustainability plan for the AtlanticOER service.

7.0 Foster partnerships and collaborations among CAAL-CBPA members and with external organizations to facilitate the realization of Strategic Plan goals.

7.1  Explore, and implement as appropriate, alternative staffing options for advancing CAAL-CBPA initiatives.


An important part of the organization are CAAL-CBPA working committees. 
  • Collaborative Research Grant Committee.
  • Collections Committee
  • Copyright Committee
  • Digital Preservation and Stewardship Committee
  • Indigenous Knowledge Committee
  • Innovation Grant Committee
  • OER Committee
  • Resource Sharing Committee
  • Scholarly Communications Committee
Each committee has Board representation. It is the Board that is responsible for ensuring the actions in this plan are implemented, but many of the initiatives will be done by CAAL-CBPA committees.