November 3 to 14: Book a 30-Minute Office Hour on Navigating Transitions with Educopia’s Consultants
·
The Shapes of the Maintainers: Mapping How a Fiscal Sponsee Adapted, Transitioned, and Sustained
·
Field Notes on Transition: Reflections on the BitCurator Consortium’s Fiscal Sponsor Transition
·
November 3 to 14: Book a 30-Minute Office Hour on Navigating Transitions with Educopia’s Consultants
·
The Shapes of the Maintainers: Mapping How a Fiscal Sponsee Adapted, Transitioned, and Sustained
·
Field Notes on Transition: Reflections on the BitCurator Consortium’s Fiscal Sponsor Transition
·

Consulting

We help organizations cultivate sustainable infrastructures, relationships, and practices to address challenges and build capacity.

“consulting From the formation stage to times of change and transition, we tailor our research, training, facilitation, tools, and other Consulting services by evaluating our clients’ current stage of development through the lens of Educopia’s Community Cultivation Framework.

Educopia Consulting services are equity-focused, and systems-aware. We believe that 
the processes we design and undertake to produce results are just as important as the results themselves. Our clients include university libraries, special collections, museums, publishers, professional consortia, grassroots organizations, cultural and scientific non-profits, and fellow meta-organizations.

Examples of Educopia Consulting activities include:

  • Advising and supporting libraries, archives, museums, and publishers
  • Developing and implementing “right-sized” organizational frameworks, governance structures, and economic models
  • Supporting leaders advancing access to cultural materials, bolstering collaborative digital preservation projects, developing ethical metadata strategies
  • Producing reports, publications, and policy documentation, and hosting symposia, seminars, and workshops
  • Navigating formation challenges or major organizational transitions through strategic planning and change management
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Case Studies

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Community Webs Evaluation Framework

How can we collaboratively develop strategic partnership roadmaps, business plans, and community models that build directly on the project's strengths?

Community Convenings and Impact Model for the Center for Research Libraries

How can we facilitate a deliberate, member-driven process to reimagine the broad suite of CRL global collections activities?

Path to Open Pilot Project

How might a cross-institutional, open access, scholarly publishing project establish a sustainable and community engagement infrastructure?

Our Capabilities

Decorative image of a person's hand pointing to one sticky note amongst many stuck to a wall

We leverage our team’s deep understanding of the evolving contexts within research libraries and cultural heritage institutions to address the knowledge sector’s most pressing challenges. We achieve this through:

Organizational Development & Strategic Planning

  • Supporting the formation of emerging organizations
  • Navigating organizational growth, transition, and change management;
  • Establishing, revising, and operationalizing organizational Mission, Vision, Values;
  • Identifying growth milestones and identifying the sequence of activities to accomplish objectives
  • Program evaluation
  • Designing systems of measurement for impact assessment
  • Establishing and right-sizing governance structures
  • Board formation and development 
  • Policy development
  • Grants, financial planning, and resource mobilization
  • Metadata & digital preservation strategy
  • Stakeholder requirements gathering for the design of new systems
  • Roadmapping transitions to open access publishing and open infrastructures
  • Researching and piloting collaborative, equitable approaches to scholarly communication and publishing
  • Information & data systems mapping (e.g., highlighting areas where organic sprawl, redundancy, and siloed ways of working have negatively impacted team effectiveness; identifying steps for streamlining and reorganization that will drive common goals)
  • Developing processes for meaningful co-design
  • Audience & market analysis
  • Strategic messaging and design
  • Virtual and in-person facilitation (e.g., retreats, board meetings, summits, annual meetings, work sprints)
  • Support strategic partnerships

Organizational Development & Strategic Planning

  • Supporting the formation of emerging organizations
  • Navigating organizational growth, transition, and change management;
  • Establishing, revising, and operationalizing organizational Mission, Vision, Values;
  • Identifying growth milestones and identifying the sequence of activities to accomplish objectives
  • Program evaluation
  • Designing systems of measurement for impact assessment
  • Establishing and right-sizing governance structures
  • Board formation and development 
  • Policy development
  • Grants, financial planning, and resource mobilization
  • Metadata & digital preservation strategy
  • Stakeholder requirements gathering for the design of new systems
  • Roadmapping transitions to open access publishing and open infrastructures
  • Researching and piloting collaborative, equitable approaches to scholarly communication and publishing
  • Information & data systems mapping (e.g., highlighting areas where organic sprawl, redundancy, and siloed ways of working have negatively impacted team effectiveness; identifying steps for streamlining and reorganization that will drive common goals)
  • Developing processes for meaningful co-design
  • Audience & market analysis
  • Strategic messaging and design
  • Virtual and in-person facilitation (e.g., retreats, board meetings, summits, annual meetings, work sprints)
  • Support strategic partnerships

How We Work

Our approach is a collaborative partnership between Educopia, your organization, and your stakeholders, including the people your work serves.

Our emergent process spans planning and discovery through implementation and sustainability, ensuring that we have clear but flexible pathways to solutions.

Our toolkit of frameworks and processes allows us to co-create organizational infrastructure and practices that make tangible your ethos, values, and objectives.

Educopia Consulting applies an hourly rate, which includes facilitation, resource creation, preparation, follow-up, and project management.



Please contact us for more information about our rates.

We have worked with diverse clients, at the intersection of equity and strategy, including:

Anti Racism in Academia (ARiA)

Big Ten Academic Alliance

British Columbia Electronic Library Network (BC ELN)

CLOCKSS

Council of Prairie and Pacific University Libraries (COPPUL)

Coalition for Diversity and Inclusion in Scholarly Communications (C4DISC)

Coalition of Open Knowledge Institutions (COKI)

Center for Research Libraries (CRL)

Cita Press

Community Cultivation Project

Preserving Digital Objects With Restricted Resources (Digital POWRR)

Emory University

Folger Shakespeare Library

Harvard University

Humanities Commons

Internet Archive

Initiative for Reimagining Engagement in Academic Libraries (iREAL)

Library of Congress

Minnesota Digital Library

National Museum of American History

New Orleans Jazz & Heritage Foundation

NorthEast Research Libraries (NERL)

Open Data Institute (ODI)

Path to Open

Reviews in Digital Humanities

SlaveVoyages.org

University of North Carolina at Chapel Hill, SILS

University of North Texas

Yale University

Interested in Consulting with us?

Drop us a note