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DIY Strategic Planning for Small Museums and Collections

DIY Strategic Planning for Small Museums and Collections. Girl Scout History Conference Indianapolis, IN October 29, 2008. Workshop Leader. Cinnamon Catlin-Legutko Director General Lew Wallace Study & Museum Crawfordsville, Indiana. AGENDA. Introductions

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DIY Strategic Planning for Small Museums and Collections

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  1. DIY Strategic Planning for Small Museums and Collections Girl Scout History Conference Indianapolis, IN October 29, 2008

  2. Workshop Leader Cinnamon Catlin-Legutko Director General Lew Wallace Study & Museum Crawfordsville, Indiana

  3. AGENDA • Introductions • What is a strategic plan and why is it needed? • What will the plan look like? • Steps to creating a strategic plan • Getting organized • Creating the plan • <Break> • Formatting the plan • Redefining and adopting the plan • Putting the plan to work • Conclusion and Q&A

  4. Introductions • Who are you? • What’s your experience and where are you in relation to strategic planning?

  5. What is a strategic plan? A systematic process through which an organization agrees on, and builds commitment among key stakeholders on, priorities which are essential to its mission and responsive to the operating environment.

  6. Or, more simply, the process of determining as a group: • where your organization wants to go • what your organization wants to accomplish • how you’ll direct the organization and its resources towards accomplishing the goals

  7. Why is a strategic plan needed? • Define purpose • Establish goals • Communicate goals • Develop ownership • Ensure efficiency • Form baseline measurements • Improve decision making

  8. Establish consensus • Find a clearer focus • Build a bridge between staff & board • Create teamwork • Elicit satisfaction • Increase productivity & effectiveness • Solve major problems

  9. What will the plan look like? • Strategic vs. operational and long-range planning • Choosing the plan’s length of time • Sample plans

  10. Steps to creating a strategic plan • Getting organized • Taking stock of where you are • Determining where you want to be • Determining how you want to get there • Redefining and adopting the plan • Putting the plan to work

  11. Getting organized • Key players • Time commitment • Understanding your institutional climate • Activity: Is your organization ready for strategic planning? • Choosing a planning process • Using a consultant or facilitator

  12. Creating the Plan • Preparation • Select project leader • Identify operational categories • Activity: Determining Operational Categories • Distribute worksheets • Session Design - Brainstorming • Ice-breaker exercise • Ground rules • “Before the Storm” Worksheet • Group brainstorm • Begin vision work

  13. Break

  14. Determining where you want to be • Follow-Up Session (Day 2) • Draft a vision statement • Draft a mission statement

  15. Formatting the Plan • Introduction • History of the organization • Vision statement and mission statement • Strategic goals • Evaluation • Implementation schedule • Task lists • Action plans

  16. Redefining and adopting the plan • Solicit comments as broadly as possible • Obtain official approval of the plan

  17. Putting the Plan to Work • Monitoring the Plan • Measuring Outcomes • Managing Change • Action Plans • Change Documents

  18. Conclusion and Q&A

  19. Contact Information Cinnamon Catlin-Legutko General Lew Wallace Study & Museum PO Box 662 Crawfordsville, Indiana 47933 765.362.5769 clegutko@ben-hur.com

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