Every library and information centre eventually faces a moment when the old way of doing things no longer works. A new integrated library management system arrives, a digital repository needs to be built, or open-access policies force a rethink of how journals are acquired. The technology is rarely the hard part. The real challenge is people, because staff and users have habits, expectations, and fears that resist disruption. This is where change management strategies become essential. They give managers a structured way to move an organisation from where it is to where it needs to be, without losing the goodwill of the people who make it function. The five strategies discussed here come from a well-known framework developed by Thurley and Wirdenius in 1973, and they remain a practical toolkit for anyone managing organisational change today.
Table of Contents
- Why change needs a strategy at all
- The directive strategy
- When the directive approach backfires
- The expert strategy
- The limits of expertise
- The negotiating strategy
- The trade-off of bargaining
- The educative strategy
- Patience and resources
- The participative strategy
- Strength through ownership
- Combining the strategies in practice
Why change needs a strategy at all
Change management is the disciplined process of preparing, supporting, and guiding an organisation through a transition so that the new way of working actually takes hold. Research on organisational transformation is sobering. Studies popularised by Harvard professor John Kotter suggest that a large share of change initiatives fail to deliver what they promised, often because leaders focus on systems and ignore the human side of the shift. Kotter’s widely cited work on leading change argues that successful transformation depends on creating urgency, building support, and embedding new behaviour into the culture rather than simply issuing instructions.
A strategy matters because no single approach fits every situation. The urgency of the change, the degree of expected resistance, the manager’s authority, and the need for staff commitment all shape which method works best. A budget crisis that demands immediate cost-cutting calls for a very different approach than a long-term shift toward a user-centred service culture. Choosing the wrong strategy can stall a perfectly sensible reform. The five strategies below give managers a menu, and the most effective leaders usually combine several rather than relying on just one.
The directive strategy
The directive strategy is the top-down approach. Here the manager uses formal authority to impose change with little or no consultation. The decision is made at the top, communicated downward, and staff are expected to comply. There is no bargaining and no extended discussion about whether the change should happen.
Its biggest strength is speed. When a situation is urgent, the directive strategy lets a manager act fast and decisively. Imagine a library facing a sudden funding cut that requires immediate reduction in journal subscriptions before the financial year closes. There may be no time to build consensus, and a clear top-down decision is the only realistic option. The directive approach is also useful when other methods have already failed or when the change is non-negotiable, such as compliance with a new government data-protection rule.
When the directive approach backfires
The weakness is equally clear. Because it ignores the views of those affected, the directive strategy often breeds resentment and resistance. Staff who feel a change was forced on them may comply on the surface while quietly undermining it. A useful case study from a Saudi medical university showed that the directive strategy caused initial uncertainty and resistance precisely because people were not given time to absorb the changes. The lesson is that directive change can launch a transition quickly, but it usually needs to be followed by softer strategies to make the change stick.
The expert strategy
The expert strategy treats change as a technical problem to be solved by people with specialist knowledge. Rather than imposing change by authority, management hands the problem to experts, whose recommendations carry weight because of their proven competence. The change is justified by expertise rather than position.
This approach suits situations where the change is genuinely technical. Migrating a library catalogue to a new metadata standard, configuring a discovery layer, or designing a digital preservation workflow are tasks where specialist input is indispensable. A library might bring in a systems librarian or an external consultant to lead the redesign. Because the recommendations come from credible experts, staff are often more willing to accept them than they would a directive from a manager with no technical background.
The limits of expertise
The expert strategy works best with small groups and clearly defined technical issues. Its weakness is that expertise can be challenged, and staff who were not consulted may resist a solution handed down by specialists they do not know. The same multi-strategy case study noted that the expert and directive strategies were used together to halt problems quickly, while other approaches were needed to win lasting buy-in. Expertise solves the technical question but does not automatically solve the human one.
The negotiating strategy
The negotiating strategy, sometimes called the bargained approach, accepts that those affected by change have a legitimate stake and some power to resist. Instead of imposing a decision, the manager is willing to negotiate, bargain, and make trade-offs to secure agreement. Change recipients get some say, and the final plan may be modified as a result.
This strategy is common wherever staff are organised or where their cooperation cannot simply be commanded. A classic example is management negotiating with a labour union over new working arrangements. In a library, a shift to extended weekend opening hours would likely require negotiation with staff over compensation, rotas, and time off. The manager accepts that the change must be adjusted to accommodate concerns, and in exchange gains genuine agreement rather than grudging compliance.
The trade-off of bargaining
Negotiation reduces resistance because people feel their interests were respected, and it often surfaces problems with the original plan that managers had not foreseen. The cost is time and compromise. Bargaining can be slow, and the anticipated change may have to be modified, meaning the manager does not get everything they originally wanted. The overview of the five strategies notes that while negotiation gives recipients a voice and lowers resistance, it can be relatively slow and may force the original proposal to change. For many managers, that is a price worth paying for durable agreement.
The educative strategy
The educative strategy aims to change the attitudes, values, and beliefs of staff so that they want to support the change. Rather than relying on authority, expertise, or bargaining, it works through training, communication, and persuasion. The goal is genuine commitment, not mere compliance, by helping people understand why the change matters and how it benefits them and the organisation.
This approach fits situations where the change requires a shift in mindset rather than a one-off action. Moving a library from a collection-centred culture to a user-centred service philosophy, or building enthusiasm for information literacy programmes, cannot be achieved by command. It requires workshops, awareness sessions, and ongoing conversation. A library introducing a new research-data-management service might run staff training, share success stories, and explain how the service supports the institution’s research mission. Over time, attitudes shift and staff begin to champion the change themselves.
Patience and resources
The educative strategy produces deeply committed staff, which is its great advantage. The drawback is that it is relatively slow and tends to require more resources, including time for training and the cost of developing materials. Changing what people believe takes patience, and managers using this strategy must be prepared to invest before they see results. When the change is fundamental and long-term, that investment usually pays off in committed staff who sustain the change long after it is introduced.
The participative strategy
The participative strategy involves the people affected by change at every level, inviting them to help shape and implement it. While still driven by senior managers, it is far less management-dominated than the directive approach. Staff contribute ideas, take part in decisions, and share ownership of the outcome. The thinking is simple: people support what they help create.
A library manager planning a redesign of the reading room might form a working group of front-desk staff, reference librarians, and even student representatives to gather input and test ideas. Running focus groups to discover what services users value most is a participative move, because it brings the affected community into the decision. The change emerges from collaboration rather than instruction, and because staff and users have invested in it, they are far more likely to make it work.
Strength through ownership
The major advantage of the participative strategy is that change is more likely to be accepted and sustained, because those who built it feel a sense of ownership. It also draws on the practical knowledge of frontline staff, who often understand day-to-day problems better than senior managers. The cost is time and coordination. Genuine participation is slow, demands effort to manage many voices, and can produce conflict that must be worked through. But for changes that depend on wholehearted cooperation, the durability of participative change makes it one of the most powerful approaches available.
Combining the strategies in practice
The most important insight from the Thurley and Wirdenius framework is that there is no single best strategy. Skilled managers move between them depending on circumstances and frequently use several together. A real-world land-recovery project in China showed how this works. According to a detailed analysis of decision-making levels, authorities used directive and expert strategies to halt damaging practices quickly, then deployed negotiating, educative, and participative strategies to engage communities and build lasting commitment. The result was both rapid action and durable change.
The same logic applies to a library. A manager might use a directive decision to stop an unsustainable practice immediately, bring in experts to design the technical solution, negotiate with staff over how it affects their roles, educate everyone on why it matters, and involve teams in shaping the rollout. Choosing which strategy to lead with depends on four practical factors: how urgent the change is, how much opposition is expected, how strong the manager’s authority and power base are, and how much staff commitment the change ultimately requires. Reading these factors correctly is the real skill of change management.
For library and information centres specifically, change is now constant. Digital transformation, evolving user expectations, shrinking budgets, and new models of scholarly communication mean that managers can no longer treat change as an occasional disruption. It is a permanent feature of the work. Mastering this menu of strategies, and knowing when to switch between them, is what separates a library that adapts and thrives from one that struggles every time the ground shifts.
What do you think? If you were leading a major change in your library, such as adopting a new management system or launching a digital archive, which of these five strategies would you lead with, and why? And can you think of a situation where using only one strategy would almost certainly fail?
References
- https://files.eric.ed.gov/fulltext/ED498631.pdf
- https://www.prosci.com/blog/kotters-change-management-theory
- https://realkm.com/2016/05/12/use-of-the-directive-change-strategy-to-bring-about-rapid-and-effective-change/
- https://realkm.com/2021/08/17/top-down-vs-collaborative-consensus-using-the-most-appropriate-approach-for-the-decision-making-level/

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