Learning Out Loud: Inside Educopia’s New Work Labs on AI and Community-Controlled Infrastructure
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16 July & 10 Sept, 2026: Practicing Systems Leadership, A Two-Part Workshop for Knowledge Workers
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23 June 2026: Sign up for our Collective Decision Making Workshop!
·
Learning Out Loud: Inside Educopia’s New Work Labs on AI and Community-Controlled Infrastructure
·
16 July & 10 Sept, 2026: Practicing Systems Leadership, A Two-Part Workshop for Knowledge Workers
·
23 June 2026: Sign up for our Collective Decision Making Workshop!
·

Consulting

Organizational consulting for libraries, archives, museums, and cultural nonprofits.

Chat with a Consultant

Staying relevant is no small task, whether you’re a university library navigating a major transition, a grassroots organization formalizing your structure, or a cultural nonprofit rethinking how you serve your communities. Educopia Consulting uses research and facilitation methods to understand your organization’s dynamics and needs, then develops actionable strategies to move you forward.

Educopia isn’t an outside observer of the knowledge sector, we’re an active participant in it. Our clients, including university libraries, museums, publishers, and cultural nonprofits, get a partner who understands their world from the inside. We work at every stage, from formation through major transitions, on discrete projects or ongoing engagements.

Get in touch

Our services could help you figure out:

Where are you headed, and how do you get there?

Strategic planning, visioning, framework development, and research, environmental scans, and landscape analysis

How do you structure and govern for long-term sustainability?

Organizational design, governance structures, economic models, and change management and transition support

How do you preserve, manage, and provide access to what matters?

Digital preservation, ethical metadata strategies, and access to cultural materials​

How do you communicate, align, and bring in the right support?

Policy development, publications, and reports, workshops, seminars, and facilitated convenings, and advisory support for libraries, archives, museums, and publishers

Consulting Bundles

Interested in working with Educopia but not sure where to start? We’ve packaged our most common combinations of services into consulting bundles, each one designed around a common organizational need, and all adaptable to your specific context.

Click below to explore our bundles.

Upcoming Events

Virtual, Conference
[Coming Soon] Beyond Budgets: An Introduction to Financial Sustainability Planning
October 14, 2026

What do you do when a major source of funding is no longer available? Join us at Virtual DLF Forum 2026 for a workshop that provides an introduction to financial sustainability planning for digital projects, initiatives, collaboratives, and communities, equipping participants with a set of tools that can be used to gain your financial bearings and identify next steps.

Case Studies

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Community Webs Evaluation Framework

How can we collaboratively develop strategic partnership roadmaps, business plans, and community models that build directly on the project's strengths?

Community Convenings and Impact Model for the Center for Research Libraries

How can we facilitate a deliberate, member-driven process to reimagine the broad suite of CRL global collections activities?

Path to Open Pilot Project

How might a cross-institutional, open access, scholarly publishing project establish a sustainable and community engagement infrastructure?

Our Capabilities

Decorative image of a person's hand pointing to one sticky note amongst many stuck to a wall

We leverage our team’s deep understanding of the evolving contexts within research libraries and cultural heritage institutions to address the knowledge sector’s most pressing challenges. We achieve this through:

Your organization is growing, changing, or starting from scratch. We support:

  • Formation of emerging organizations, including early-stage structure, legal considerations, and operational setup
  • Navigating organizational growth, transition, and change management — whether you’re expanding, restructuring, or winding down
  • Developing, revising, and putting into practice your mission, vision, and values
  • Identifying growth milestones and mapping out the sequence of activities to get there
  • Evaluating the effectiveness of your programs and initiatives
  • Designing systems to measure and communicate your impact
  • Establishing or redesigning governance structures that fit your organization’s size and complexity
  • Forming and developing boards, including roles, responsibilities, and recruitment
  • Developing and auditing organizational policies
  • Identifying and pursuing grants, building financial plans, and diversifying your resource base
  • Developing strategies for metadata, digital preservation, and long-term access to collections and resources
  • Gathering stakeholder requirements to inform the design of new systems and tools
  • Planning and managing transitions to open access publishing and open infrastructure
  • Researching and piloting more collaborative and equitable approaches to scholarly communication and publishing
  • Mapping your information and data systems to identify redundancy, silos, and opportunities to streamline
  • Processes for meaningful co-design that center the people most affected by your work
  • Audience and market analysis to better understand who you serve and how
  • Strategic messaging and communications design
  • Virtual and in-person convenings including retreats, board meetings, summits, and work sprints
  • Development of strategic partnerships that extend your reach and impact

Your organization is growing, changing, or starting from scratch. We support:

  • Formation of emerging organizations, including early-stage structure, legal considerations, and operational setup
  • Navigating organizational growth, transition, and change management — whether you’re expanding, restructuring, or winding down
  • Developing, revising, and putting into practice your mission, vision, and values
  • Identifying growth milestones and mapping out the sequence of activities to get there
  • Evaluating the effectiveness of your programs and initiatives
  • Designing systems to measure and communicate your impact
  • Establishing or redesigning governance structures that fit your organization’s size and complexity
  • Forming and developing boards, including roles, responsibilities, and recruitment
  • Developing and auditing organizational policies
  • Identifying and pursuing grants, building financial plans, and diversifying your resource base
  • Developing strategies for metadata, digital preservation, and long-term access to collections and resources
  • Gathering stakeholder requirements to inform the design of new systems and tools
  • Planning and managing transitions to open access publishing and open infrastructure
  • Researching and piloting more collaborative and equitable approaches to scholarly communication and publishing
  • Mapping your information and data systems to identify redundancy, silos, and opportunities to streamline
  • Processes for meaningful co-design that center the people most affected by your work
  • Audience and market analysis to better understand who you serve and how
  • Strategic messaging and communications design
  • Virtual and in-person convenings including retreats, board meetings, summits, and work sprints
  • Development of strategic partnerships that extend your reach and impact

How We Work

We begin every engagement by getting oriented: learning your organization’s history, understanding the landscape you’re operating in, and identifying where you most need support. That groundwork shapes everything that follows: a structured proposal with clear goals, deliverables, and a realistic timeline built around your capacity.

The work itself is collaborative and iterative. We bring together Educopia staff and (if necessary) a wider network of specialists to form the right team for your needs, and we stay responsive as the engagement evolves. Good consulting rarely goes exactly as planned, and we think that’s a feature, not a problem.

At the close of every engagement, you receive a clear record of what we learned, what we built together, and what we recommend next via documentation designed to be useful well beyond our time working together. We also offer flexible pricing structures, because access to quality consulting shouldn’t be out of reach for the organizations doing the most important work.

Educopia Consulting applies an hourly rate, which includes facilitation, resource creation, preparation, follow-up, and project management.

Please contact us at consulting@educopia.org for more information about our rates.

We have worked with diverse clients, at the intersection of equity and strategy, including:

African Poetry Digital Portal

Anti Racism in Academia (ARiA)

Big Ten Academic Alliance

British Columbia Electronic Library Network (BC ELN)

CLOCKSS

Council of Prairie and Pacific University Libraries (COPPUL)

Coalition for Diversity and Inclusion in Scholarly Communications (C4DISC)

Coalition of Open Knowledge Institutions (COKI)

Center for Research Libraries (CRL)

Cita Press

Community Cultivation Project

Preserving Digital Objects With Restricted Resources (Digital POWRR)

Emory University

George Washington’s Mount Vernon

Folger Shakespeare Library

Harvard University

Humanities Commons

Internet Archive

Initiative for Reimagining Engagement in Academic Libraries (iREAL)

The Librarian Parlor

Library of Congress

Minnesota Digital Library

National Museum of American History

New Orleans Jazz & Heritage Foundation

NorthEast Research Libraries (NERL)

Open Data Institute (ODI)

Path to Open

Reviews in Digital Humanities

SlaveVoyages.org

Society of American Archivists

University of North Carolina at Chapel Hill, SILS

University of North Texas

Yale University

Interested in Consulting with us?

Drop us a note