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Treasurer's Report
PLNZ Region 6. Lower South Island
Central Otago District Libraries | Clutha District Libraries | Dunedin Public Libraries | Gore District Libraries | Invercargill City Libraries | Queenstown Lakes District Libraries | Waitaki District Libraries | Southland District Libraries
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Lower South Island
15,071 Public Space
8
47
Libraries
Branches
12,949 Reading Programme
12,949 people participated in reading programmes. 33% Regional Population Are active members of a public library.
1.0m+ Internet Access
1,093,282 internet logins.
8%
Using Library Computers. 92%
Using Wi-Fi. Collection Size
2,351,515 items in the region.
49%
Physical items. 51%
2.3m+
Electronic items.
Total Issues
3,485,113 3.4m+
2.5m+ 2,524,321 physical items were borrowed.
960,792 960,792 electronic items were issued. Including: e-books and streaming services (e.g. films) which can be borrowed 24hrs a day.
Children and young adults
986,893 of the physical items issued.
39%
Library Visits
3,149,840
3.1m+
58%
Physical visits 1,834,832 42% Virtual visits 1,315,008
Events
Library events included: special interest, topical, literacy and numeracy events.
66,020 People attended 4,269
PLNZ Region 6. PLNZ Regional Representative
Anne-Maree Wigley - Dunedin City Libraries
Watch the full Regional Report by clicking the image below
TREASURER'S REPORT
I am pleased to present the financial report for the year ending 30 June 2022 of behalf of the PLNZ executive committee.
Our audited nett profit reflects a slight loss this year of (9,788) however this is an improvement from the 2021 year which was (57,708). Our budgeted end of year was forecast to make a small profit – this was impacted by some increases in operating costs combined with a decision made part way through the year to support libraries in the journey to become fines free. This project is namely Fines Free Aotearoa. Once again, as with the 2020/2021 year, we were faced with the dilemma of cancelling the annual forum due to be held in May and then deferred into the new financial year – August. All revenue already received and money expended was moved to 2022/2023.
OUR REVENUE (WHERE DOES THE MONEY COMES FROM)
The majority of our income is derived from subscriptions. Subscriptions come from libraries. Thank you for your continued support. This year we were fortunate to obtain additional funding from New Zealand Libraries Partnership Programme (NZLPP) $48,500 is reflected in this year’s accounts. With the additional revenue, we have been able to target initiatives that further support Library Managers. Our total revenue for this year was $230,314.
Our key activities for this financial year have been the Annual Campaign, The National Data Collection and Fines Fee Aotearoa. These projects have received the most financial support from the PLNZ. Our total expenses were $240,102. As is the case for each financial year, time is devoted by the executive in reviewing operating costs to ensure we, Public Libraries NZ, operate in a lean and efficient manner and the funding continues to benefit libraries. Best wishes
EXPENSES (WHERE DID THE MONEY GO)
Judy Ryder Treasurer Public Libraries of New Zealand
FINANCIAL STATEMENTS PLNZPLNZPLNZ
Performance Report
Contents
3 Entity Information
4 Statement of Service Performance 2021-2022
8 Statement of Service Performance 2020-2021
12 Statement of Financial Peformance
13 Balance Sheet
14 Statement of Cash Flows
15 Statement of Accounting Policies
17 Notes to the Financial Statements
22 Auditors Report
Entity Information
1. Legal Name & Type of Entity
The Association of Public Library Managers Incorporated is a registered charity and Incorporated Society.
2. Registration Number
CC51415
3. Entity's Mission
To support the development of consistently excellent public library services throughout Aotearoa New Zealand.
4. Entity's Structure
Our Executive Committee controls the affairs of the Association. The Committee consists of three executive officer positions (chair, chair elect/immediate past chair and treasurer) elected by all members with voting rights and six regional representatives elected at a local level.
Our operations are managed by our Executive Director (ED). Contractors are engaged by the ED as required to provide services that assist with programme delivery. In addition our members and volunteers support us with a range of projects and events throughout the year.
5. Source & Methods of Obtaining Cash, Resources
Main Sources of Income
We are funded through a mixture of membership fees and self-generated revenue.
Volunteer Involvement
Volunteers contribute to all significant projects as required, including the governance of the Association.
6. Contact Details
Postal Address: PO Box 1138, Manners Street, Wellington 6142 Phone: 022 643 8579 Email: info@publiclibraries.org.nz Website: www.publiclibraries.org.nz
Statement of Service Performance 2021-2022
The objectives of the Public Libraries of New Zealand (PLNZ) association as per our Constitution are:
1. To determine and communicate the views of PLNZ to stakeholders, local government, national government, and the wider public. 2. To advocate the role and contributions that public libraries make to Aotearoa New Zealand society and the information economy. 3. To articulate the strategic direction for the public libraries of Aotearoa New Zealand. 4. To develop and foster strong relationships with stakeholders and strategic partners that will benefit public libraries and the communities they serve. 5. To promote the development of public library resources and services across Aotearoa New Zealand. 6. To promote equity of public library service for all New Zealanders.
Our Outputs
Objective 1 To determine and communicate the views of PLNZ to stakeholders, local government, national government, and the wider public.
• Hold annual Executive Committee Face2Face with key stakeholders • Executive Committee members and management invited to sit on Government Advisory committees and working parties. • Meet with Ministers when required • Respond to policy and government submissions as required • Generate joint statements with stakeholders Objective 2 To advocate the role and contributions that public libraries make to Aotearoa New Zealand society and the information economy.
• Work with affiliates and stakeholders to develop the Value Proposition of Public Libraries and release Joint Statements • Provide written support for Libraries’ Long Term Plan (LTP) bids • Organise and support written and oral submissions to Councils Objective 3 To articulate the strategic direction for the public libraries of Aotearoa New Zealand.
• Produce National Strategic Framework every five years • Maintain and manage annual National Data Collection • Deliver annual Analysis & Insight Report to all members and affiliates. • Hold annual members’ Strategic Forum • Run annual campaigns Objective 4 To develop and foster strong relationships with stakeholders and strategic partners that will benefit public libraries and the communities they serve. These included:
• DIA, National Library of New Zealand, and New Zealand Library Partnership Programme (NZLPP) • Local Government New Zealand (LGNZ) • Taituarā (Association of Local Government Managers)
• Library and Information Association of New Zealand (LIANZA) • Ministry of Health • Statistics New Zealand
Objective 5 To promote the development of public library resources and services across Aotearoa New Zealand.
• Manage and maintain Public Libraries’ websites and other social media channels • Respond to media inquiries • Monitor regional and national newspapers • Organise radio interviews on national and commercial stations Objective 6 To promote equity of public library service for all New Zealanders.
• Designed and developed Fine Free Aotearoa Toolkit. https://finefreeaotearoa.org.nz/ • Launched and managed campaign website
Strategic Intent 2018-2021
The strategic intent of the association states four key goals. These drive our annual strategy and performance. They are as follows:
Goal 1: Influential network
Strategy: Design and deliver membership services that ensure public library managers have access to valuable resources and opportunities to learn from each other. Deliverable: Membership Services Measure: Retention and growth of membership over three years, emergence, and recognition of influential network. Goal 2: National presence Strategy: Build capability and capacity for public library managers to use their influence, nationally, and to assist members to deliver consistently excellent public library services. Deliverable: National Initiatives Measure: Establishment of national framework and development of interregional collaborations to develop services. Goal 3: Be the Voice of Public Libraries
Strategy: Telling our story, our way. Share our collective experience and raise our voice to change perceptions of public libraries by telling our stories, our way. Deliverable: PLNZ communications Measure: Increased media coverage that reflects current practice and the role of Public Libraries in the community. Goal 4: Responsible resourcing. Strategy: Resulting in continued financial health and success. Deliverable: Operational enablers. Measure: Membership retention rate maintained. Trust in PLNZ as an organisation is maintained.
2021 - 2022 Outputs
Goal 1: Membership Services: listserv, resources, newsletter
• Membership increased by 4%
• Additional members by 12% • Contacts increased by 191% • Monitoring of 12 active listservs • 2 Government submissions • 2 Advocacy campaigns • PLNZ e-News delivered quarterly • PLNZ e-Bulletin delivered monthly (11 issues) • Annual Report delivered and distributed • Membership renewal on track • AGM attracted record numbers: 68, • An increase of new members inducted
Goal 2: National Initiatives: Strategic Framework, Data Collection, Annual Forum, Annual Campaign & Projects
National Strategic Framework (NSF)
• International recognition received for National Strategic Framework (NFS) • Published and distributed 500 to PLNZ members, affiliates, and Councils, and continue to respond to public requests. • Development of NFS toolkit (# of downloads unavailable).
National Data Collection (NDC)
• 20-21 data collection published for use by members, downloads • requests for data from third parties including students, media, government • LIBPAS Software sourced and purchased • Data Analyst engaged • Historic Correction project provides four years of robust stats • Inaugural Analysis & Insight Report published and delivered • Inaugural Data Literacy Workshop designed • Schedule of 2021-22 collection confirmed (for delivery Aug-Sep 2022) • Presentation to 4th Government Data Summit
PLNZ National Forum 2022
• Planning and fundraising initiated • National Forum postponed to August 2022 due to increased cases of COVID and Omicron. • Increased sponsorship
Virtual Programmes via ZOOM
• Events July 2021 - June 2022, 6 sessions • PLNZ/MOH webinar to assist with the Ministry’s vaccination rollout campaign. • Regular COVID email updates and comms • Regional Meetings, quarterly • Team meetings, weekly • Affiliate meetings, quarterly
National Awareness Building Campaign (ABC)
• PLNZ/LIANZA Statement Positions on COVID-19 and Fine Free • Awareness Building Campaign (ABC) “Literacy in Life” Launched May 2021 • Final two-week run 8-21 August. Full report available with statistical info. • Fine Free NZ Campaign Launched May 2022 • 56% of libraries now fine free for adult overdue fines • Summer Reading Campaigns promoted on FaceBook Jan-Feb, and Winter Warmers
PLNZ Key Projects
• Secured NZLPP funding x 2 allocations • Celebrating One Year of NZLPP in Action at the National Library with the Hon Minister, Jan Tinetti • Taituarā/PLNZ Joint Project CoCr8 – Living Libraries Dashboard • Working alongside LGNZ Library Advisor • PLNZ Workspace
National Campaigns
• PLNZ/LIANZA Statement Positions on COVID-19 and Fine Free • Awareness Building Campaign (ABC) “Literacy in Life” launched May 2021 with. Full report available with statistical info. • Fine Free NZ Campaign launched May 2022. Now 56% of NZ public libraries totally fine free for adult/children’s overdue fines. Website and toolkit available and well used nationally and international.
Goal 3: PLNZ Comms: CRM, Association website, Public Website, social media
• PLNZ (assoc.) Website Visits: 1,300+ • PLNZ Website articles: 33 Articles published / 18,605 views. • Social Media followers: • Facebook – 4,140 • Twitter - 296 (since July 2021) • Instagram – 818 (since July 2021) Goal 4: Responsible Resourcing / PLNZ Operational enablers: HR, technology, management plans, oversight
• Monthly monitoring of finances undertaken • Quarterly review of association’s performance • Annual management plans updated including risk register, register of conflicts of interest and H&S • Remote working site inspection undertaken • Annual Performance Appraisal & Planning • Executive Director awarded CAE accreditation • Annual insurance policy reviewed • Contracting of expertise for specialised projects, resulted in improved service delivery, better organisational output, and increased sponsorship • Continue to streamline process and systems and, increasingly, utilise cloud-based technologies for meetings, office management, and CRM. • LMS (Learning Management System) Development (in this report)
August 2022.
Statement of Service Performance 2020-2021
The Association of Public Library Managers Incorporated (YE 30 June 2021)
The objectives of the association as per our Constitution are:
1. To determine and communicate the views of the association to stakeholders, local government, national government and the wider public. 2. To advocate the role and contributions that public libraries make to Aotearoa New Zealand society and the information economy. 3. To articulate the strategic direction for the public libraries of Aotearoa New Zealand. 4. To develop and foster strong relationships with stakeholders and strategic partners that will benefit public libraries and the communities they serve. 5. To promote the development of public library resources and services across Aotearoa New Zealand. 6. To promote equity of public library service for all New Zealanders.
Our Outputs
Objective 1.
To determine and communicate the views of the association to stakeholders, local government, national government and the wider public. • Management and monitoring of PLNZ listservs. • Delivery of quarterly e-newsletters, and 10 e-Bulletins. • Regular Zoom meetings of the six delegated regions held with senior Library Staff/Managers • Annual strategic meeting of the National Forum held in Wellington.
Objective 2.
To advocate the role and contributions that public libraries make to Aotearoa New Zealand society and the information economy. • Produced short video promoting the work of PLNZ • Fronted media inquiries • Wrote “letters to the editor” of numerous regional and national newspapers • Undertook radio interviews on national and commercial stations • Provided written support for Libraries’ LTP bids • Gave oral submissions to Councils • Met with Ministers
Objective 3.
To articulate the strategic direction for the public libraries of Aotearoa New Zealand. • Delivery of National Strategic Framework to all NZ Councils, members and affiliates. • Development and delivery of Strategic Toolkit to all member libraries.
Object 4.
To develop and foster strong relationships with stakeholders and strategic partners that will benefit public libraries and the communities they serve. These included: • New Zealand Library Partnership Program • Local Government NZ • Taituarā • The National Library • LIANZA
Objective 5.
To promote the development of public library resources and services across Aotearoa New Zealand. • Maintain and manage annual National Data Collection • Researched and purchased data collection tool LIBPAS.
Objective 6.
To promote equity of public library service for all New Zealanders. • Designed and developed National Awareness Building Campaign (ABC).
Statement of Service Performance 2020-2021
• Designed and developed ABC Toolkit.
Strategic Intent 2018-21
The strategic intent of the association states four key goals. These drive our annual strategy and performance. They are as follows:
Goal 1: Influential network Strategy: Design and deliver membership services that ensure public library managers have access to valuable resources and opportunities to learn from each other. Deliverable: Membership Services Measure: Retention and growth of membership over three years, emergence and recognition of influential network
Goal 2: National presence Strategy: Build capability and capacity for public library managers to use their influence, nationally, and to assist members deliver consistently, excellent public library services. Deliverable: National Initiatives Measure: Establishment of national framework and development of interregional collaborations to develop services.
Goal 3: Be the Voice of Public Libraries Strategy: Telling our story, our way. Share our collective experience and raise our voice to change perceptions of public libraries by telling our stories, our way. Deliverable: PLNZ Comms Measure: Increased media coverage that reflects current practice and the role of Public Libraries in the community.
Goal 4: Responsible resourcing. Strategy: Resulting in continued financial health and success. Deliverable: Operational enablers. Measure: Membership retention rate maintained. Trust in PLNZ as an organisation is maintained.
2020-21 Annual Plan
Membership Services: listserv, resources, newsletter • Membership increased by 8% o Full – 6%, Additional 16%, Associate 63% • 58 Council contacts added to data base • Monitoring of 8 listservs • 2 Govt submissions • 6 Advocacy campaigns • 13 Media interviews • 23 Member Listservs, 11 Active. • Member Resources – refreshing resources and rebuilding knowledge bank ongoing • PLNZ eNews delivered quarterly • PLNZ eBulletin delivered monthly (10 issues) • Annual Report National Initiatives: Strategic Framework, Data Collection, Annual Forum, Annual Campaign.
National Strategic Framework (NFS)
• Launch of National Strategic Framework (NFS) • Published and distributed 500 to PLNZ members, affiliates, Councils, and responded to public requests. • Development of NFS toolkit (# of downloads unavailable).
Statement of Service Performance 2020-2021
National Data Collection (NDC)
• 19-20 data collection published for use by members • 42 requests for data from third parties including students, media, government • Info-graphic produced for online usage during COVID-19 lockdowns • Research for alternative data collection programme continued • Software sourced and purchased • Project Lead appointed • Training webinars developed (2) • Schedule of 2020-21 collection confirmed (for delivery October 2020) • Development of induction webinar for new/existing members • Promotion film promoting PLNZ • Updated “Instructions & Definitions” produced
PLNZ National Forum
• National Forum delivered. Stats: Delegates 105. Sponsors - 10. Speakers - 14. • Delegates survey undertaken post 2021 Forum • Online Zoom meet-ups developed, continuous delivery throughout 2020-21
Virtual session via ZOOM
• Taking Care of Business July 2020 -6 Sessions • Virtual Forum Aug 2020 - 5 Sessions • Regional Meetings 2020-21- 4 online webinars
National Awareness Building Campaign (ABC)
• Cansino Studio engaged to deliver campaign (2020) • Concept development “Literacy in Life” approved (February 2021). • Launch of campaign by Minister Jan Tinetti (May 2021) • Campaign toolkit developed and delivered. (# of downloads unavailable). • Social Media Campaign support group established. • Campaign ran nationwide from March 2021 – August 2021
PLNZ Key Projects:
• Taituarā/PLNZ Joint Project CoCr8 • Fine Free NZ Campaign initiated • LGNZ Library Advisor
PLNZ Comms: CRM, Association website, Public Website, social media. • PLNZ (assoc) Website Visits: 8,538 • PLNZ Website articles: 57 published/23,000 views. • Social Media followers: o Facebook – 3784 o Twitter - 788 (since May 2021) o Instagram - 138 (since June 2021)
PLNZ Operational enablers: HR, technology, management plans, oversight • Monthly monitoring of finances • Quarterly review of association’s performance • Annual management plans updated including risk register, register of conflicts of interest and H&S • Annual Performance Appraisal & Planning
