There is no required process or specific instructions. Several planning processes are available to serve as guidelines for public libraries, and most of the plans on file are from public libraries. At present, there is no identified process specifically created for most other types of libraries, though a number have adapted the public library process for use. To date, a number of prison, academic and cooperating group plans have been completed and are available as samples. Whether or not you complete a long-range plan is your option.
Planning is a well documented management tool for organizations.
It has been emphasized in libraries, particularly public libraries, for several decades. The MBLC has encouraged planning since 1989 and has experienced numerous examples of its value as a management tool for libraries of all types. Libraries have repeatedly confirmed how important the process of completing a plan has been in their local efforts to gain recognition, funding, and staffing for accomplishing the goals and objectives set out in their plans. Most libraries do their plans for a 3 to 5 year period. For many libraries that may mean waiting an additional year or two until a construction project is completed, or until a new director is hired, or after a major change in the Board of Trustees.