Gail dexter lord and kate markert, altamira press, lanham md. The manual of museum planning has become the definitive text for museum professionals, trustees, architects, and others who are concerned with the planning. Their hallowed walls house the origins, history, tradition, and culture of the world or at least a specific country. Nevertheless, strategic planning will follow a few steps. I have a standard email that i send people and thought i would share the starting a museum resources here on. Developing a strategic institutional plan american alliance of. The issues of strategic facility planning are presented in 7 specifically for museums, but the resulting observations could be used for the most of the cultural heritage sites. Strategic facility planning sfp is a process that can lead to better, more proactive delivery of services from. While some view strategic planning with trepidation, it is one of a museum s strongest tools for improving quality, motivating staff and board members, adapting to environmental changes, and preparing the groundwork for future initiatives. Strategic planning for museums and galleries mgnsw. Strategic planning is necessary to ensure the survival of any museum or gallery. The strategic plan 20182020 sets out the situation the museum is aiming to achieve. This reference guide aims to help museums develop a strategic institutional plan.
The museums new strategic plan offers a roadmap to making our region a place where all children share in a bright future of opportunity and wellbeing. The museum is an essential part of our city and central to how philadelphia defines itself and its place in the world. M3 also does onsite strategic planning facilitation and retreats as well as market research consulting. I am working on a new museum project in georgia, a small local history museum. Here is a sample museum strategic plan that follows the format listed above. The strategic business plan for fy 20162020 plan builds on this momentum. In most situations, the planning process participants discern critical strategic issues as they work on the external, market and internal assessments. This strategic plan offers a roadmap to success in a new era. The manual of museum planning lord cultural resources. The wilton house museum strategic plan builds upon the findings of an historic paint analysis by dr.
Over the past decade, the manual of museum planning has become the definitive text for those concerned with the planning, design, construction, renovation, or expansion of a museum or public gallery. We will be an institution defined by our hallmarks. Essential background, such as what is a museum, a quick history of museums, and 10 steps to starting a museum operational basics, such as branding, marketing, strategic planning, governance, accessibility, and daytoday operations. As a result, the museum has achieved a new level of impact, tripling its average preconstruction attendance. Within the departments and offices, it means aligning a division, section, unit or team to a higherlevel strategy. Susan buck 20, a think tank sponsored by the chipstone foundation 2014, a grant funded historic structures report by mark wenger 2015, and the process of securing museum. Strengthening our educational services to the community. Supports local historical museums through ahs certified museum program. The strategic planning reference and resource book has been designed to familiarize you and help you through the strategic planning process in a stepbystep approach.
That is, a strategic plan is a road map to lead an organization from where it is now to where it would like to be in five or ten years. Strategic planning establishes the direction for all agency efforts and forms the basis for strategic and tactical decisionmaking, resource allocation, and capital investment. July 22, 2014 page 1 acknowledgements aurora colony historical societys board of directors embarked on a strategic planning process in early 20 to set the future direction for the organization for the next five years. The fully revised second edition of this hugely successful book not only updates the first but also adds chapters on visitors with special needs, fundraising feasibility studies. In effect, mintzberg declared strategy did indeed have several meanings, all of which were useful.
Mar 28, 2015 they draw on the strategic planning experience of board members who have participated in strategic planning in their organizations as well as staff who have been part of a previous process at this or another museum. She is coauthor with kate markert of the manual of strategic planning for museums 2007. Growing into a sustainable future childrens museum of. This strategic planning committee consists of the board president and three additional board members, museum director and assistant director, and advisory council member. Publishes the journal of arizona history, books and monographs. The museum has a strategic plan with metrics to guide the future direction of the museum and the plan is formally approved by the. The manual of strategic planning for museums pdf ebook php. A strategic plan helps you to communicate your aims and objectives, identify priorities and define your short and long term goals. Strategic plan 20142019 05 special thanks to jodi gentry and bob parks with uf human resources for their assistance in guiding the museum through the strategic planning process. A sevenmember committee task force that worked on the creation of this strategic plan. Strategic planning edinburgh business school v using the course package it is widely accepted that strategic planning is extremely difficult to teach effectively.
Jagdish sheth, a respected authority on marketing and strategic planning, provides. Strategic business plan fiscal years 2016 to 2020 march 2015. It capitalizes on our great strengths and positions us to make a more significant impact on the critical issues of the world. It is necessary to have a strategic plan for your chapter or. The process should involve a lot of people, usually from within the institution, but a value can be found with inviting people from outside the organization like an independent consultant or some organization that is connected to the museum. The manual of strategic planning for museums, 2007.
They draw on the strategic planning experience of board members who have participated in strategic planning in their organizations as well as staff who have been part of a previous process at this or another museum. He has worked as a curator, art critic, historian, museum education officer, and since 1981 as a museum planner throughout canada, the usa, the uk, continental europe, australia, and both east and west asia. A strategic institutional plan often referred to as a strategic plan or longrange. It does so in the context of the agencys vision, mission, goals, objectives, values, and policies, as well as external and internal environments. The strategic objectives will form the basis for the choices the van gogh museum will make with regard to its programme and activities. In some instances, an organization is already aware of the critical issues that the strategic planning process must help it address. The society is a volunteer organization governed by a board of directors elected annually by the membership, currently numbering close to 200. A guide for museums, performing arts, science centers, public gardens, heritage sites, libraries, archives and zoos gail dexter lord 5. Chapter 4 is on strategic planning nonprofit organizational assessment tool. While some view strategic planning with trepidation, it is one of a museums strongest tools for improving quality, motivating staff and board members, adapting to environmental changes, and preparing the groundwork for future initiatives. Brenda flannery, dean of the minnesota state university school of business and longtime museum board officer, started us on the strategic planning process nine. About three of four times a week i receive an email requesting information about starting a museum. Strategic thinking and strategic management strategic planning is only useful if it supports strategic thinking and leads to strategic management and, even more importantly, execution.
Museums core exhibition to new discoveries explored through our. Museums can easily find resources for nonprofit strategic planning on line and in books and journals. As museums have taken on more complex roles in their communities and the number of museum stakeholders has increased to include a greater array of people, effective museum planning is more important than ever. Museums australias strategic planning manual is a publication designed to. Download the manual of strategic planning for museums pdf. In addition to strategic planning for dummies, erica has coauthored strategic.
By encompassing museums, art galleries, gardens, zoos, science centers, historic sites, cultural centers, festivals, and performing arts, this book. The project is a bit of an experiment, trying out lean museum startup. Take note that this is only a sample and not a detailed and wellresearched museum strategic plan. One, the government bodies must approve the schools proposal will need to gain information regarding what the schools purpose is and how it would go about in meeting. University, took the entire strategic planning establishment to task in his book, the rise and fall of strategic planning. Strategic planning involves defining where you are today, and where you want to go in future. Barry lord is cofounder and director of lord cultural resources planning and management ltd. Strategic planning defined strategic planning is a process of looking into the future and identifying trends and issues against which to align organizational priorities of the department or office. The philadelphia museum of art s founders envisioned it as an indispensable civic resource for the community, and this remains at the very heart of our mission. Stuart davies, strategic planning in local authority museums, leeds. He indicated that strategy is a plan, a pattern, a position, a perspective and, in a footnote, he indi.
Over its 105year history, the delaware art museum has been many things to many people. A catalogue record for this book is available from the british library. Aug 27, 2012 most often museum strategic planning happens on the level of a museum founder, museum funders, politicians museum board members. In a perfect world the path from the pieces museum strategic plans museum planning exhibition design would be seamless, sorry to say that is seldom the case. A strategic institutional plan is one of the five documents designated as core because they are fundamental for professional museum operations and embody core museum values and practices. How we measure reads a read is counted each time someone views a publication summary such as the title, abstract, and list of. Conference paper pdf available march 2014 with 96,231 reads. The strategic direction and oversight of the museum is normally the.
It provides an outline for you to plan, organize and conduct your conference, document and execute your plan, and to monitor and adjust your strategic plan, as needed. This is because, at the mba level, it is not sufficient to know about the subject it is necessary to be able to apply ideas in order to carry out strategic analysis of real problems. Pdf strategic management and strategic planning process. A definition of strategic planning strategic planning is a tool for organizing the present on the basis of the projections of the desired future. Strategic thinking and subsequent management must result in action. A white paper in the real world of facility management fm, a plethora of activities fall under the facility managers responsibility, causing frequent lapses into a reactive mode in order to respond to all the requests, orders. With barry lord, she is coeditor of the manual of museum planning 1991, 1999, 2012, coauthor of the manual of museum management 1997 and 2009 and artists, patrons and the public. When writing or revising their strategic institutional plans, museums should. A read is counted each time someone views a publication summary such as the title, abstract, and list of authors, clicks on a figure, or views or downloads the fulltext. This is only serves as a guide which follows the standard format and the examples we provided.
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