Category Archives: Governance and management

EngagingPlaces.net at 15: What the Numbers Say

1 Reply

In 2026, EngagingPlaces.net marks its 15th anniversary. What began in 2011 as a modest professional blog has grown into a widely used resource for history museum and historic site professionals working at the intersection of interpretation, engagement, sustainability, and leadership.

The numbers tell part of the story. In 2011, the site received 1,108 visitors—mostly colleagues and friends in the field. In 2025, EngagingPlaces.net recorded more than 37,000 page views from 22,000 individual visitors, a level of readership that reflects both the scale and the consistency of interest in applied museum practice.

Most readers are based in the United States, with international readership extending—at a distance—to the United Kingdom, Canada, and India. Within the U.S., the largest audiences come from Virginia, California, Texas, and New York, states with dense concentrations of museums, historic sites, and cultural organizations navigating rapid change.

What Readers Come Here For

The most-read posts over time reveal a consistent pattern: practitioners are looking for clear frameworks, practical language, and decision-ready thinking.

Among the most visited pages on the site are:

Continue reading →

From Standards to Spectrums: Why Museum Practice Is Better Understood as a Matrix

Leave a reply

One of the things I keep returning to in my teaching and consulting is how much museum work actually lives along a spectrum—not in binary terms of success or failure, right or wrong, compliant or noncompliant.

This is one of the persistent challenges of working with professional standards. Standards are essential. They articulate shared values, define public trust, and help the field hold itself accountable. But by their nature, standards can imply an all-or-nothing logic: either you are doing the thing or you are not. And if you are not, that’s a problem.

Museum management, of course, is far more complex.

Museums and historic sites operate with widely varying levels of capacity, expertise, staffing, governance maturity, and external pressure. Boards change. Funding fluctuates. Crises intervene. Even within a single organization, some areas of work may be highly developed while others lag behind—not because of neglect or incompetence, but because of constrained resources and competing priorities.

Over time, I’ve become interested in how we might better describe and normalize that reality for the field—without lowering expectations or abandoning standards altogether.

Why a Matrix (Not a Scorecard)

In different contexts, I’ve heard similar tools described as rubrics, spectrums, continuums, or maturity models. In my own work, I’ve settled on calling this a matrix, for a very specific reason: it allows us to look across multiple areas of practice at once.

Once you do that, patterns start to emerge.

Continue reading →

When Oversight Becomes Bullying: Lessons from the Smithsonian

Leave a reply

In December 2025, the White House sent a letter to the Smithsonian Institution requesting extensive documentation related to exhibitions, educational materials, internal processes, and collections. The request followed an earlier directive tied to an executive order and was framed as part of federal oversight.

In principle, this kind of oversight is not only appropriate—it is necessary. The President and senior staff have a responsibility to ensure that federally-funded institutions are operating effectively and that public resources are protected from waste, fraud, or abuse. Museums, like any other organizations that receive public funds or tax exemptions, should expect scrutiny and be prepared to demonstrate sound management and professional standards.

What concerns me is not the idea of oversight, but the scale, scope, and apparent purpose of this particular request. From a museum management and governance perspective, much of what is being asked for would require significant staff time to assemble, while providing little information that would actually inform decisions about efficiency, risk, misuse of funds, or as they phrased it, “Americanism.”

Excerpt from August 12, 2025 letter from White House to Smithsonian.

As someone who has worked with museum boards, executive directors, and city councils for more than three decades, I see troubling patterns here—patterns I have seen before, much closer to home.

First, I’ll share my open letter to Vince Haley, Director of the Domestic Policy Council, and Russell Vought, Director of the Office of Management and Budget, then I’ll relate this to museums and historic sites.

Continue reading →

What Emerging Museum Managers Are Learning—and Why It Matters to the Field

2 Replies
Discussing current management issues in museums.

Graduate students recently finishing an introductory course in museum management with me at George Washington University offered useful insights to the field. Their end-of-semester reflections reveal where emerging professionals are gaining traction, where they’re still uncertain, and what this means for museums and nonprofits navigating an increasingly complex landscape.

What’s clicking

A clear shift is underway in how new professionals understand museums. Rather than seeing them as a set of departments or activities, students are beginning to read museums as systems: mission, governance, finances, staffing, and programs working together—or, sometimes, at cross-purposes. Core documents like budgets, Form 990s, strategic plans, and bylaws are no longer viewed as bureaucratic paperwork, but as evidence of priorities, capacity, and risk.

Equally important, many students are learning that management is less about finding the “right” answer and more about making defensible decisions with imperfect information. That realization—often uncomfortable—is a sign of professional formation. They are also becoming more fluent in professional communication: writing memos for decision-makers, structuring findings, and using standards as tools rather than checklists.

Where the strain shows

The productive strain is familiar to anyone who has worked in museums. Students struggled most when ideals collided with constraints—especially around finances, staffing, and governance. They felt the tension between mission-driven aspirations and organizational realities. That’s not a weakness; it’s the work.

Continue reading →

New Guide: Writing Professional Memos for Museum Work

Over the years, I’ve noticed something consistent in my museum management courses: graduate students are well-prepared to write academic papers, but many struggle when asked to write professional memos—the format that museum directors, CEOs, and board members actually read.

This isn’t a flaw in their abilities; it’s a mismatch between what universities traditionally teach and what museums need. Academic writing is designed to demonstrate thinking. Managerial writing is designed to support decisions.

In the museum field, we write memos all the time—to recommend actions, summarize findings, or prepare leaders for decisions. That’s why many of the assignments in my courses require students to write to a real audience: a museum director, board chair, or CEO. Students practice being clear, concise, and actionable—skills that will serve them throughout their careers.

At recent professional conferences, I’ve also heard colleagues say that emerging professionals often struggle with executive communication. They know their subject matter, but don’t always know how to structure recommendations for decision-makers. Supervisors want to help, but explaining “how to write a memo” can be surprisingly difficult without concrete models.

For years, I’ve used the FranklinCovey Style Guide for Business and Technical Communication as the foundation (available free online). It offers excellent standards and a managerial memo structure that aligns beautifully with museum leadership needs.

Still, many students found it challenging because executive writing feels so different from college writing. So I created a new two-page memo about memos: “Writing Professional Memos in Managerial Format” (available as a free download at the end).

Continue reading →

Rethinking Board Governance in a Post-COVID World

At the recent Mid-Atlantic Association of Museums (MAAM) conference in Pittsburgh, I attended “Headwinds and Tailwinds: A Panel Discussion about the Financial and Operational Impacts on the Museum and Arts Management Field.” One of the panelists, Hayley Haldeman of the Pittsburgh Cultural Trust, offered particularly insightful observations about board governance in the post-COVID landscape. Her comments confirmed what many of us have observed firsthand—museum boards are facing more challenges and opportunities than ever before.

A Changing Landscape—But Familiar Structures

Despite the upheavals of recent years, Haldeman noted that few organizations have made major changes to their board structures. Most boards remain large, and many governance documents have yet to be updated. The notable exception has been a growing emphasis on board diversity—though progress toward real inclusion varies widely.

At the same time, museums are experiencing significant leadership transitions. Many long-serving executive directors have retired, while others are navigating the aftermath of the “Great Resignation,” which has affected both staff and board leadership. These changes can be destabilizing, but they also open the door for renewal.

New Pressures on Museums and Nonprofit Organizations

Board service today comes with new (and sometimes unexpected) responsibilities. Museums and other nonprofit organizations are grappling with a range of threats, both real and perceived:

  • Drops in individual giving and shifts in foundation priorities
  • Greater community expectations for accountability and transparency
  • Political and legal questions (e.g., DEAI initiatives, exhibition content)
  • Cybersecurity and AI-related risks

Meanwhile, board members are harder to recruit and retain. COVID-19 reshaped personal and professional priorities, making time an even scarcer resource. For organizations, that means it’s harder than ever to fill board seats, onboard new members, and keep them engaged—especially when board work happens virtually.

Continue reading →

What’s in Your Board Manual?

Photo by El Jundi on Pexels.com

When was the last time you opened your board manual?

For many nonprofits, that thick binder (or increasingly, PDF) sits quietly on a shelf until a new member joins or a crisis hits. Yet a well-organized, up-to-date board manual is one of the most valuable governance tools an organization can have. It orients new board members, preserves institutional memory, and keeps everyone—staff and volunteers alike—on the same page about the organization’s purpose, policies, and priorities.

Whether your historic site or museum is just forming its first board or has been operating for a century, a board manual is essential. For a new nonprofit, it lays the foundation for consistent governance and clarity of purpose. For an established organization, it keeps institutional memory strong and ensures that practices evolve alongside the organization’s growth. No matter the stage, the goal is the same—clarity, accountability, and continuity.

Let’s take a more detailed look at what a strong board manual should include and how to make it a living document rather than a forgotten binder.

1. Start with the Essentials

This first section grounds board members in the organization’s structure and identity. It’s the snapshot of who we are.

Include:

  • Board of Directors list with terms, positions, and contact information
  • Board calendar of meetings, events, and key decision points (e.g., budget approval)
  • Organizational chart showing relationships between board, committees, staff, and the public
  • Mission, vision, and values statements that are current, concise, and approved by the board
  • “Quick Facts” page with founding date, budget size, number of staff, and a brief description of core programs

For new board members, this section offers invaluable context. For long-time members, it’s a reminder of the organization’s evolution and impact.

Continue reading →

Navigating Community Engagement in Museums in a Charged Political Climate

I attended a timely and thought-provoking session at this year’s AASLH Annual Meeting called Bridging Divides: Navigating Challenging Histories Through Community Engagement on September 13. It gathered five panelists—Angela O’Neal, Columbus Metropolitan Library, Columbus, OH; Rebecca Asmo, Ohio Humanities, Columbus, OH; Jason Crabill, Decorative Arts Center of Ohio, Lancaster, OH; Kaitlyn Donaldson, Lorain Historical Society, Lorain, OH; Doreen Uhas-Sauer, Rickenbacker Woods Foundation, Columbus, OH—who shared practical advice for how museums and historic sites can continue doing meaningful work in an era of heightened scrutiny, political pressure, and declining trust. I want to share my notes here, not as a verbatim report, but as highlights of ideas that struck me as especially useful for our field.

Protecting Institutions While Advancing Mission

The panel emphasized that today’s environment did not emerge overnight, so institutions can look to history and the humanities for guidance. Two watchwords were don’t obey in advance and don’t over-comply. When regulations restrict action—such as a requirement to remove feminine hygiene products from restrooms—organizations can comply while still serving their audiences by relocating them to staffed areas. Institutions should avoid inviting unnecessary trouble, ensuring content is evidence-based, factual, and defensible. Even the naming of grants matters: choose descriptive, straightforward titles rather than attention-grabbing language that might provoke critics.

Building Credibility Through Storytelling and Relationships

Telling concrete, factual stories is essential. Because American history is often taught as headlines rather than complex narratives, museums must provide depth while remaining accessible. Community review of working drafts helps ensure relevance and reduces backlash. Listening for common ground creates ownership and fosters support. In some cases, reframing exhibits as art rather than history opens doors to difficult conversations. Festivals, events, and everyday relationship-building are as important as the exhibits themselves.

Continue reading →

Who Does What? Clarifying Roles for Nonprofit Boards and Staff

One of the most common challenges for nonprofit organizations—whether museums, historic sites, or community groups—is understanding who does what when it comes to decision-making, planning, and day-to-day operations.

Board members sometimes worry they are getting too involved in management or don’t know enough about what’s going on. Staff members, on the other hand, can feel their authority is being questioned when board members step into operational details. Yet when everyone understands their distinct responsibilities, organizations thrive.

We would never expect a new volunteer to suddenly step into a historic house and deliver a flawless tour. They need orientation, resources, and time to develop their skills before they feel confident leading visitors.

Continue reading →

Job Fairs: A New Public Program for Museums?

This fall, the Museum Studies Program at George Washington University is joining forces again with the History and Art History Departments to offer a Museums+ Internship Fair. Now in its second year, the fair connects undergraduate and graduate students with a wide range of museum and history internship opportunities in the DC area. For a couple of hours on a Friday afternoon, students will gather in the atrium of the Corcoran School of the Arts and Design to meet representatives from dozens of institutions—including the National Gallery of Art, Hillwood Estate, the National Museum of Women in the Arts, Supreme Court of the United States, White House Historical Association, and many more. The goal is simple: to help students discover just how much they can do with their degrees and to broaden their horizons by meeting professionals working across the museum and history fields.

As we’ve been preparing for the fair, I began to wonder—what if museums and historic sites flipped the concept and hosted a similar program for their own communities? Instead of being a service for students alone, imagine it as a public program, designed to connect local residents, businesses, and organizations with the museum itself.

Benefits to the Community

For many people working in business, technology, or traditional jobs, the idea of contributing their skills to a nonprofit or museum has never crossed their minds. They may not recognize that their expertise—whether in marketing, finance, customer service, or carpentry—has enormous value to cultural organizations. By connecting residents with organizations and ideas outside their usual circles, museums can help expand horizons and build confidence.

Benefits for the Museum

Continue reading →