Strategic business plan fiscal years 2016 to 2020 march 2015. 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. 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. Strategic planning involves defining where you are today, and where you want to go in future. 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. In effect, mintzberg declared strategy did indeed have several meanings, all of which were useful. A catalogue record for this book is available from the british library. 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. Strengthening our educational services to the community. A guide for museums, performing arts, science centers, public gardens, heritage sites, libraries, archives and zoos gail dexter lord 5. University, took the entire strategic planning establishment to task in his book, the rise and fall of strategic planning.
The manual of strategic planning for cultural organizations. 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. 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. 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. Developing a strategic institutional plan american alliance of. 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 thinking and subsequent management must result in action.
Strategic planning establishes the direction for all agency efforts and forms the basis for strategic and tactical decisionmaking, resource allocation, and capital investment. A strategic institutional plan often referred to as a strategic plan or longrange. Jagdish sheth, a respected authority on marketing and strategic planning, provides. 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. A sevenmember committee task force that worked on the creation of this strategic plan. The strategic business plan for fy 20162020 plan builds on this momentum. The strategic plan 20182020 sets out the situation the museum is aiming to achieve. In most situations, the planning process participants discern critical strategic issues as they work on the external, market and internal assessments. 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. The manual of strategic planning for museums pdf ebook php. Download the manual of strategic planning for museums pdf. About three of four times a week i receive an email requesting information about starting a museum. Supports local historical museums through ahs certified museum program. I am working on a new museum project in georgia, a small local history museum.
Stepbystep guidelines to customize and facilitate planners to implement the best strategic planning process to suit the particular nature and needs of. 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. 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. Pdf strategic management and strategic planning process. In addition to strategic planning for dummies, erica has coauthored strategic. The manual of strategic planning for museums, 2007. Publishes the journal of arizona history, books and monographs. This strategic plan offers a roadmap to success in a new era. Museums can easily find resources for nonprofit strategic planning on line and in books and journals. A strategic plan helps you to communicate your aims and objectives, identify priorities and define your short and long term goals. 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. Brenda flannery, dean of the minnesota state university school of business and longtime museum board officer, started us on the strategic planning process nine. 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.
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. 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. Field guide to nonprofit strategic planning and facilitation by carter mcnamara, published by authenticity consulting, llc. How we measure reads a read is counted each time someone views a publication summary such as the title, abstract, and list of. Over its 105year history, the delaware art museum has been many things to many people.
We will be an institution defined by our hallmarks. 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. A definition of strategic planning strategic planning is a tool for organizing the present on the basis of the projections of the desired future. 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. Museums australias strategic planning manual is a publication designed to. In some instances, an organization is already aware of the critical issues that the strategic planning process must help it address. Here is a sample museum strategic plan that follows the format listed above. Strategic facility planning sfp is a process that can lead to better, more proactive delivery of services from. 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.
Barry lord is cofounder and director of lord cultural resources planning and management ltd. 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. 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. 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. Strategic planning is necessary to ensure the survival of any museum or gallery. It capitalizes on our great strengths and positions us to make a more significant impact on the critical issues of the world. Within the departments and offices, it means aligning a division, section, unit or team to a higherlevel strategy.
The museum is an essential part of our city and central to how philadelphia defines itself and its place in the world. Museums core exhibition to new discoveries explored through our. Most often museum strategic planning happens on the level of a museum founder, museum funders, politicians museum board members. Gail dexter lord and kate markert, altamira press, lanham md. Aug 27, 2012 most often museum strategic planning happens on the level of a museum founder, museum funders, politicians museum board members. Planning a new museum museum of new zealand te papa. I have a standard email that i send people and thought i would share the starting a museum resources here on. The strategic direction and oversight of the museum is normally the. The manual of museum planning lord cultural resources. The project is a bit of an experiment, trying out lean museum startup. When writing or revising their strategic institutional plans, museums should. Nevertheless, strategic planning will follow a few steps.
The society is a volunteer organization governed by a board of directors elected annually by the membership, currently numbering close to 200. By encompassing museums, art galleries, gardens, zoos, science centers, historic sites, cultural centers, festivals, and performing arts, this book. 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. 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. 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.
She is coauthor with kate markert of the manual of strategic planning for museums 2007. Take note that this is only a sample and not a detailed and wellresearched museum strategic plan. This strategic planning committee consists of the board president and three additional board members, museum director and assistant director, and advisory council member. 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.
The manual of museum planning has become the definitive text for museum professionals, trustees, architects, and others who are concerned with the planning. The museum has a strategic plan with metrics to guide the future direction of the museum and the plan is formally approved by the. This reference guide aims to help museums develop a strategic institutional plan. Strategic planning edinburgh business school v using the course package it is widely accepted that strategic planning is extremely difficult to teach effectively. Growing into a sustainable future childrens museum of. Strategic planning for museums and galleries mgnsw. 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.
Conference paper pdf available march 2014 with 96,231 reads. Their hallowed walls house the origins, history, tradition, and culture of the world or at least a specific country. As a result, the museum has achieved a new level of impact, tripling its average preconstruction attendance. Stuart davies, strategic planning in local authority museums, leeds. It does so in the context of the agencys vision, mission, goals, objectives, values, and policies, as well as external and internal environments. M3 also does onsite strategic planning facilitation and retreats as well as market research consulting.
This is only serves as a guide which follows the standard format and the examples we provided. Chapter 4 is on strategic planning nonprofit organizational assessment tool. It is necessary to have a strategic plan for your chapter or. The wilton house museum strategic plan builds upon the findings of an historic paint analysis by dr. He indicated that strategy is a plan, a pattern, a position, a perspective and, in a footnote, he indi. The strategic objectives will form the basis for the choices the van gogh museum will make with regard to its programme and activities.
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