Quick note: the FAQ section appears below this form…
ConC & TD Stats Reporting
A form used only by CLiC staff
Our goal is to be as accurate as possible, but also understand that there will be exceptions. We can’t foresee every situation/scenario, so we will all do our best to be consistent.
Consultations
How should we count multiple consultation contacts with one library?
A consultation with a library is just that. One. BUT, read further…
Example: The work is strategic planning consultation with an individual library. You schedule to visit or engage virtually, three times in February. Is this three visits and therefore three consultations? Nope. Count it as one engagement/consultation for that month and move on.
However, the exception is if TIME stretches the consultation. Let’s say the engagement spans across two months (February and March). Submit in this way: one consultation in February and one in March.
What if during a consultation we discuss multiple topics?
This does occur. Simply pick the primary subject and move on. But also use your good judgement! If it “feels” like a long conversation or visit dives pretty deep into two or more topics, then log each as a separate consultation (within reason).
Example: The primary reason for the consultation is to provide guidance around weeding / collection management. During the visit, the director says, “Oh! While I have you here, I want to pick your brain about a room reservation issue we’re facing, and we don’t have a good policy for this situation…” If it felt like two separate consultations, then count them as such (1. Collection Management | 2. Policy Development)
How do we distinguish between consulting for other organizations and internal staff guidance?
This question is really about what counts as a consultation when it’s directed internally support other CLiC staff members…
It depends on the intensity, to a certain extent. We often support one another in our continued pursuits to build our expertise, right?
Example: You demonstrate the functionality of a special spreadsheet that uses buttons, macros and summarizes statistics (sound familiar?). I wouldn’t count that as a consultation.
But if you schedule a session where you sit down with another staff member, review a complex spreadsheet they often use in their work, and you offer some guidance on aspects of the spreadsheet’s structure, ways to consider automating tasks through the use of macros… then that may count as a Technology consultation.
But if you teach another person HOW to do that, we’re really moving into… (see below!)
Talent Development
Do I log my conference or webinar attendance numbers with this form?
Not unless you presented at the conference/webinar.
How do we distinguish between staff training for other organizations and internal staff training?
We don’t. But it should still be planned/intentional training.
Example: a 40-min staff in-service session on a topic, complete with instructional structure, engagement elements, visuals, etc. Count that.
But if it’s a casual 10-min orientation on a subject or lite informational session delivered during a staff meeting, don’t count. That’s everyday conversation and knowledge sharing.



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