Author Archives: Max van Balgooy

About Max van Balgooy

President of Engaging Places LLC, a design and strategy firm that connects people to historic places.

Mission, Vision, and Values: Foundations for Decision-Making

*Students assessing mission statements in a museum management course at George Washington University, fall 2022.*

Today I’m teaching my third class of the semester on museum management and we are discussing mission, vision, and values. I assign each student a museum as their case study for the topics we explore through the course, which is brought together in an organizational assessment based on MAP as the final project.

Because mission, vision, and values are the foundations for managerial decision-making in non-profit organizations, they are a good place to start the semester because it will affect their thinking throughout the course. As part of our readings, we draw from chapters in Reinventing the Museum: The Evolving Conversation on the Paradigm Shift, Second Edition edited by Gail Anderson; What Management Is by Joan Magretta; Mission Matters: Relevance and Museums in the 21st Century by Gail Anderson; and the AAM’s Standards. Erin Carlson Mast, president and CEO of the Lincoln Presidential Foundation, joined us last week to discuss how the Foundation and President Lincoln’s Cottage developed their mission statements and how they affected their thinking.

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Historic House Museum Summit This Week

*This small selection of historic sites operated by The National Society of The Colonial Dames reveals the enormous diversity of house museums and historic sites in the United States.*

In 2007, I helped organize the Forum on Historic Site Stewardship in the 21st Century, which resulted in an influential issue of Forum Journal that laid out the major challenges and opportunities, including the need for financial sustainability, a willingness to change in response to the needs of the community, and a balance between the needs of buildings, landscapes, collections, and the visiting public. It also recognized that museum standards may not be the best practices for historic sites and that the profession “must develop new measures, beyond attendance, that document the quality of visitor engagement at sites and the extent of community outreach beyond the bounds of historic sites.”

So what has happened in the 16 years that followed? We’ll find out this week as the American Association for State and Local History hosts a virtual summit on the Sustainability, Relevance, and the Future of Historic House Museums on July 11-12. Sessions will address measuring the impact of house museums, broadening interpretation, care of buildings and landscapes, and the evolution of mission statements.

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New NEH Interpretive Planning Grant for Small Organizations

Scholars reviewing the archives at the Haas-Lilienthal House.

The National Endowment for the Humanities, a federal granting agency, recently announced a special grant program to support interpretive planning at small organizations for up to $25,000, no match required.

What does “small” mean? You need to meet at least two of the following:

Annual operating expenses of less than $1,000,000
Located in a community with less than 300,000 residents
A staff of less than 50 people
Rely primarily on volunteers or part-time staff.
A mission to interpret under-told stories or serving a non-traditional audience

Hmm…that describes most history organizations in the US, so if you’re reading this post, you’re probably eligible.

Now, what will it support? Nearly anything that improves or enhances the interpretation of your collection, site, or community, such as:

help you think creatively about the hidden strengths of your collections or historic site
generate new ideas for engaging with the community
train staff and volunteers on interpretive methods and techniques
develop a framework for developing public programs
creating interpretive plans for exhibitions, tours, or school programs
visiting other historic sites or museums to sharpen skills and knowledge
evaluating existing tours or exhibitions
testing new programs for their ability to engage new audiences
conducting historical research to support new interpretive themes

Projects must include at least one scholar from a humanities discipline (e.g., history) or one consultant specializing in interpretation to the public (Engaging Places can help you with this), as well as at least one expert on your local community.

Applications are due June 28, 2023 for one to two year projects beginning between March 1 and May 1, 2024. You will need all of that time to prepare an application and NEH will read draft applications submitted by May 24. Remember to register in advance with the System for Award Management (SAM) and Grants.gov—those are steps you cannot do at the last minute.

For more details, scan the overview or jump right to the 35-page grant application instructions (officially called a Notice of Funding Opportunity).

Planning for the 250? This Webinar Will Help You Get Started

Join Conny Graft and Max van Balgooy on May 24 at 3:00 pm Eastern for a ninety-minute webinar on interpretive planning as we prepare for the U.S. 250th anniversary in 2026. To help you feel more confident in this specialized topic, we will discuss the basic process of interpretive planning, provide a simple rubric to develop goals, and distinguish topics and themes (and why themes are more valuable). As a bonus, we’ll briefly mention ways to identify target audiences and expand your thinking about methods and formats. Registration is $20; $10 for AASLH members.

It’s the start of a three-part series on interpreting the 250th at historic sites and house museums. Other sessions will dive into the field-wide themes for the 250th with Ashley Jordan (African American Museum in Philadelphia) and Steve Murray (Alabama Department of Archives and History) and offer an interactive platform to workshop ideas with fellow practitioners with Sarah Pharaon (Dialogic Consulting). Whether you have a clear tie to the Revolution or not, this webinar series will help you make history relevant and captivating for your audience. Attend all three webinars for $55; $25 for AASLH members.

The American Association for State and Local History is hosting these webinars. Scholarships to attend all three webinars are available on a first come, first served basis, thanks to support from the Classical American Homes Preservation Trust.

The Field of Local History at Your Fingertips—Free!

The third edition of the Encyclopedia of Local History, edited by Amy Wilson, is now available for free to members of the American Association for State and Local History. The print version is a nearly two-inch thick, 814-page resource to a wide range of topics related to the issues and practices in local history, but now available digitally as a pdf to AASLH members. This edition includes my contributions on mission, vision, values and house museums in the 21st century, plus a photo of the Gamble House—but there are dozens of experts who share their knowledge of the field in one place.

For more details, visit the AASLH Resource Center or you’re not a member, you can purchase it for $161.50 (hmm, membership is less than half that cost).

Reimagining Historic House Museums Workshops Returning in 2023

*Our last Reimagining House Museums workshop was held at Dumbarton House in Washington, DC in June 2019!*

Ken Turino and I will once again lead our workshops on reimagining historic house museums in 2023 after taking several years off due to the pandemic. Our first workshop will be held at the Gamble House in Pasadena, California on Friday, April 1 and our second will be held at the Decorative Arts Center of Ohio in Lancaster, Ohio on Thursday, June 22. AASLH is managing the workshop and registration is $325 but it’s $200 for AASLH members (and it’s $150 if you register by February 1!). Participation is limited to 25 people for the April workshop.

The workshop is closely related to the book, Reimagining Historic House Museums (2019), but we take a much deeper dive into the challenges facing house museums, assess current programs against a “double-bottom” line for a big-picture perspective, analyze the five forces that affect programs and events to find opportunities and obstacles, and highlight some of the ways that house museums have reinvented themselves. The day is packed with information and activities, but we take a good break in the middle of the day for lunch and we get to meet lots of other people who are working hard to make their historic site better. Plus it’s great fun!

Hagia Sophia: An Experiment with Virtual Tours

An experiment with a virtual tour of the famous Hagia Sophia in Istanbul.

Warning: this is an experiment in historic site interpretation. Things went wrong but we’re also learning a lot together.

I’ve been working on improving and enhancing the interpretation of historic sites and house museums for decades, plus I’ve also been interested in ways to improve access to these incredible places. If you’ve ever met me at a historic site, you know I take LOTS of photos and share them in my workshops, classes, and in this blog.

Last year, a friend introduced me to the Insta360 One X2, a small camera with two lenses that captures 360-degree photos and video. It’s popular with skiers, mountain bikers, skateboarders, and other active sport players because it captures everything, which can later be edited to the best views and moments. But how can it be used in the interpretation of historic sites? Is this a low-cost solution to create immersive videos?

I’ve just returned from a vacation in Greece and Turkey, where I visited several museums and historic sites that have long been on my list. As usual, I took lots of photos, including video using an Insta360. Fixed at the end of a yard-long selfie stick, it allowed me to capture drone-like views above the heads of the people around me without interfering with their experiences.

This first video experiment simply stitches four videos together of the Hagia Sophia in Istanbul during a daily prayer service. There’s no voice-over or narration as in a traditional tour, just a simple walkthrough with ambient sounds. Remember that it was originally a 360-degree video that was edited to frame the view and add camera movements. I discovered that the video is smudged or blurred at times. I’m not sure if that due to a dirty lens or the low light conditions, but I hid the worst parts with photos from my iPhone (yes, I was juggling two cameras at the same time!).

Take a look at the video and tell me what you think. How might this format enhance the interpretation of historic sites? What are possible next steps?

What’s Next for the History Leadership Institute?

Max van Balgooy with Robert Indiana’s Numbers 0-9 at Newfields (Indianapolis Museum of Art)

Seven is the number associated with completeness and perfection, but I’m not perfect and rarely satisfied, so before I complete seven years as director of the History Leadership Institute (HLI), I’m turning the chair over to someone else.

When I was appointed director in 2017, applications had fallen for several years and we held the Seminar with just thirteen people, accepting everyone that applied. If this continued, it would no longer be financially feasible to offer the Seminar. I was puzzled because the program had a terrific reputation in the field and saw its impact on my friends and colleagues.

To develop a new vision for the Seminar for Historical Administration, a wall in the Seminar classroom became a space for exploring ideas.

While we gathered for three weeks in November 2017 for the Seminar at the Indiana Historical Society, I worked on a side project to rethink the program to make it more sustainable and attractive. In the usual HLI fashion, I sketched out ideas on flipcharts spread out on the classroom wall, asking everyone who came into the room for their reactions and ideas. By the end of the Seminar, I had diagrammed a long-range plan with immediate and short-term recommendations that included:

Affirming its focus on organizational leadership and personal leadership.
Changing the name from the Seminar for Historical Administration to shift the emphasis to leadership.
Moving the organizational structure from a partnership among several history organizations to AASLH to better facilitate administration and ensure longterm support.
Considering alternatives to the three-week residential format to better serve mid-career history professionals.

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HLI Seminar Returned in New Format, New Season

The Class of 2022 celebrating their graduation from the HLI Seminar.

The History Leadership Institute, AASLH’s professional development program for mid-career history professionals, introduced its long-running Seminar in a new format in June.

In 1959, the Seminar began as an effort to train newly graduated history students and directors of history museums in the unique skills of managing museums, historic sites, and archives in a six-week program held at Colonial Williamsburg, During the decades that followed, the Seminar has continually changed to meet the needs of the field and explore new and emerging practices.

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Doing History with Gummies

Limited edition of Presidential Gummies available from The History List.

The History List, creators of the annual History Camp, continues to launch a series of fun and engaging products to inspire Americans to explore and share their history. Today they’re releasing a limited supply of Presidential Gummies that are sure to turn children into history nerds. They also align with the “Doing History” theme for the 250th Commemoration by encouraging open conversations about what history is, the many ways it is done, and why it matters.

Made by Haribo, the German manufacturer of Goldbears® since 1922, these colorful gummies in flavors from pineapple to strawberry representing all the presidents are sure to delight (and become a collector’s item among history buffs). These Presidential Gummies and other cool history stuff are available online in The History List store.