Effective Strategic Planning: Challenges, Obstacles, & Opportunities

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Developing and implementing an effective strategic plan requires a great deal of time, input, involvement and agility. Hear from leaders within our organization about the challenges, as well as opportunities, that are often presented when creating a strategic plan. Panelists will discuss best practices and how to think strategically to overcome obstacles.


Those in Leadership or Management positions. 


  1. Participants will learn how to prepare a plan that aligns with their host institution (law firm, court, law school, etc.) thereby demonstrating their “value added” to the host institution.
  2. Participants will explore effective ways to measure and evaluate a strategic plan while learning how to not foreclose opportunities or challenges that may unexpectedly develop which may not have been anticipated in the plan.
  3. Participants will discover ways to gather internal and external input to generate support. 


  • Richard Leiter, Schmid Law Library at the University of Nebraska College of Law
  • Katherine Lowry, BakerHostetler
  • Gail Warren, Virginia State Law Library 


  • Kimberly Serna, Jones Day
  • Chris Anderson, St. John's University School of Law


  • Paul Callister, University of Missouri-Kansas City

AALL BODY OF KNOWLEDGE DOMAINS: Professionalism + Leadership At Every LevelManagement + Business Acumen

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Richard Leiter is the Director of the Schmid Law Library and Professor of Law. Although he assumed his current position in 2000, he had worked on the UNL law library staff years ago (1986-1988) as Public Services Librarian. He earned his undergraduate degree (with honors) in 1976 from the University of California, Santa Cruz, his J.D. in 1981 from Southwestern University School of Law, where he was an editor of the law review, and his MLIS in 1986 from the University of Texas at Austin.

Katherine Lowry serves as Co-Chair of the Emerging Technology team of BakerHostetler's Digital Assets and Data Management Group and leads the firm's legal technology consulting and R&D team, IncuBaker, which is known for helping lawyers navigate the intersection of digital business, emerging technology and the law. This team serves corporate legal departments across every industry to support their digital transformation, privacy management and data initiatives. Katherine earned her undergraduate degree in 1998 from Stetson University, and her J.S., from the University of Dayton Scholl of Law in 2001. Most recently, Katherine was recognized as an AI Visionary by Relativity, a recognition given to those whose foresight and leadership in advancing the use of AI are propelling their organizations forward.

Gail Warren is the State Law Librarian of the Supreme Court of Virginia and has served in this position since September 1982. Ms. Warren was admitted to the Virginia State Bar in 1982 and is a member of the Education of Lawyers section. From 1991-2000 she served as an Adjunct Assistant Professor of Law at the T.C. Williams School of Law of the University of Richmond. She is active in the American Association of Law Libraries and has held leadership positions in AALL, the Government Law Libraries Special Interest Section of AALL, and the Virginia Association of Law Libraries. Ms. Warren was appointed to the Virginia Access to Justice Commission in November 2013. She earned a B.A. from James Madison University, a J.D. from the University of Richmond, and an M.S.L.S. from The Catholic University of America.


Paul Callister is the director of the Leon E. Bloch Law Library and professor of law. He joined UMKC in 2003 after serving as an assistant professor of library administration at the University of Illinois at Urbana-Champaign. He is a graduate of Brigham Young University (BA, philosophy major), Cornell Law School (JD, Business Law and Regulation concentration), and the Graduate School of Library and Information Sciences at the University of Illinois at Urbana-Champaign (MS). At Cornell, he served as Editor-in-Chief of the Cornell International Law Review. In spring 2021, the law school awarded Professor Callister the Marvin Lewis Rich Award for his last three years of combined scholarship and teaching. Professor Callister teaches Cyberlaw, Law Practice Technology, Document Automation, Copyright and legal research courses.


Christopher Anderson joined St. John’s Law in 2019. Prior to becoming a law librarian, he practiced commercial litigation and worked in the public library sector. In his role as the Collection Services & Digital Initiatives Librarian, he is responsible for administration of the integrated library systems, serves as the primary administrator of the institutional repository, participates in the preparation and delivery of legal research instruction, and provides reference services to the Law School community. Additionally, he is a member of the Law School’s Instructional Continuity Team, assisting faculty with remote instruction. Chris received his M.S.L.I.S., from St. John’s University, in 2019. He holds and LL.M. from NYU School of Law, J.D. from Syracuse Univ. College of Law, and undergraduate degree from The College of William and Mary.

Kim Serna is the Firmwide Associate Director of Research Services for Jones Day. She has been with the Firm for over 19 years. As a member of the Research & Library Services Department, Kim presides over the Research Librarians, as well as the research conducted on behalf of the Firm and its clients. Kim received a M.L.I.S. from the University of North Texas and an undergraduate degree from Virginia Wesleyan University. She is an active member of the American Association of Law Libraries (AALL), Private Law Librarians & Information Professionals (PLLIP), & Houston Area Law Librarians (HALL). Kim currently serves on the Thomson Reuters Information Professional Advisory Board and AALL Leadership Development Committee.


Effective Strategic Planning: Challenges, Obstacles, & Opportunities
05/19/2022 at 11:00 AM (CDT)  |  Recorded On: 05/19/2022
05/19/2022 at 11:00 AM (CDT)  |  Recorded On: 05/19/2022
5 Questions