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Finding Aids to Official Records of the Smithsonian Institution Archives

Accession 15-123

Smithsonian Institution. Office of the Secretary

Strategic Planning Records, 2009-2010

Repository: Smithsonian Institution Archives, Washington, D.C. Contact us at osiaref@si.edu.
Creator: Smithsonian Institution. Office of the Secretary
Title: Strategic Planning Records
Dates: 2009-2010
Quantity: 1 cu. ft. (1 record storage box)
Collection: Accession 15-123
Language of Materials: English
Summary:

This accession consists of records that document an assessment of the organizational design of the Smithsonian Institution, recommendations on how it should be aligned and structured to achieve its strategic priorities, and recommendations on how to improve business processes to be more efficient and improve productivity. The assessment was conducted to support a Smithsonian-wide strategic plan. These records were maintained by Pherabe Kolb, Senior Executive Officer, Office of the Undersecretary for Finance and Administration, who was tasked to the Office of the Secretary to oversee the assessment conducted by McKinsey and Company. Materials include correspondence, memoranda, proposals, reports, and other related records.

Descriptive Entry

This accession consists of records that document an assessment of the organizational design of the Smithsonian Institution, recommendations on how it should be aligned and structured to achieve its strategic priorities, and recommendations on how to improve business processes to be more efficient and improve productivity. The assessment was conducted to support a Smithsonian-wide strategic plan. These records were maintained by Pherabe Kolb, Senior Executive Officer, Office of the Undersecretary for Finance and Administration, who was tasked to the Office of the Secretary to oversee the assessment conducted by McKinsey and Company. Materials include correspondence, memoranda, proposals, reports, and other related records.

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Use Restriction

Restricted for 15 years, until Jan-01-2026; Transferring office; 01/22/2015 memorandum, Toda to Kolb; Contact reference staff for details.

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This collection is indexed under the following access terms. These are links to collections with related topics, persons or places.

Name

Subject

Physical Characteristics of Materials in the Collection

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Preferred Citation

Smithsonian Institution Archives, Accession 15-123, Smithsonian Institution. Office of the Secretary, Strategic Planning Records

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Container List

Box 1

Best practices assessment - Request for proposals (RFP), 2009

Box 1 of 1

McKinsey and Company, Inc. - Technical response to RFP, 2009

Box 1 of 1

McKinsey and Company, Inc. - Contract documents, 2009

Box 1 of 1

Best practices assessment - Phase 1 - Final deliverables - McKinsey and Company, Inc., April 22, 2010 (4 folders)

Box 1 of 1

Best practices assessment - Phase 2 - Final deliverables - McKinsey and Company, Inc., June 11, 2010 (3 folders)

Box 1 of 1

Redesign core team, June 2010 (2 folders)

Box 1 of 1