Category Archives: Governance and management

Innovative Financial Strategies for Museums: Insights from Recent Research

Museums are feeling the pinch as public funding declines and operational costs grow. But don’t worry—there are creative ways to boost your financial health without losing sight of your mission. Two recent studies offer fresh ideas to help museums thrive while connecting more deeply with their audiences.

Make the Most of What You Offer
The first study, “Value Capture for Nonprofits: The Case of Museums’ New Business Models” (Thomas & Tobelem, 2024), urges museums to think more like entrepreneurs. Museums create tremendous value through exhibitions, programs, and digital content—but often struggle to turn that value into income. The solution? Find ways to align financial opportunities with what you already do best.

For instance, you could:

  • Introduce tiered pricing for digital experiences, like charging for premium virtual tours.
  • Partner with local businesses to create themed events that support your mission.
  • Offer exclusive experiences, like behind-the-scenes access, for a fee.

These strategies not only bring in revenue but also allow museums to stay true to their values. The takeaway: look at what you already offer and think creatively about how to monetize it in a way that feels authentic.

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Wrapping Up 2024 and Looking Ahead

As 2024 comes to a close, it’s time to reflect on what turned out to be a busy and productive year. The highlight was completing Interpreting Christmas at History Museums and Historic Sites, co-edited with Ken Turino, which released in September. This project was a labor of love for the two dozen contributors, and it’s been gratifying to see it resonate with so many museum professionals.

Another major milestone was taking a sabbatical from George Washington University in the fall. During this time, I attended two intense and inspiring programs: the Newport Summer School, which focused on Victorian architecture and decorative arts, and the Royal Collection Studies course, which explored the management and interpretation of royal palaces and their collections. These experiences gave me fresh insights into interpretive strategies and leadership in historic sites that I look forward to integrating into my work and teaching. I can easily recommend these two professional development programs (and a sabbatical)!

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Beyond the Mill: Clarke County Historical Association’s Model for Modern Historical Programming

The Burwell-Morgan Mill in Berryville, Virginia, which hosts the Art in the Mill shows in fall and spring.

On a recent road trip through the Shenandoah Valley, we passed through the small but charming village of Millwood (south of Berryville, Virginia). With its historic church, a corner gas station turned into a post office, a hip country store, and an 18th-century stone grist mill, it feels like you’ve stepped back into mid-century America. The mill, dating back to the 1780s, ceased operations in 1943, but thankfully the Clarke County Historical Association (CCHA) stepped in to preserve this important piece of local history. They restored and reopened the mill as a museum, offering milling demonstrations that continue to connect the community with its past—a business that, while no longer economically viable, resonates deeply with those of us who value local landmarks.

Fast forward 80 years, and the CCHA not only continues to produce flour at the mill but has expanded its offerings in creative and impactful ways for a county with 15,000 residents. Today, their mission—”to help preserve the historic resources and records of Clarke County and to foster their use, understanding, and enjoyment through stewardship and education”—may sound familiar, but their approach is anything but ordinary. Their programming stands out as a model for how historical societies can evolve, attract diverse audiences, and ensure long-term sustainability. Here’s a preview of some of the exciting events and initiatives they have planned for this fall:

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Reimagining Historic House Museums Workshops Coming to Texas

Reimagining workshop in St. Louis, Missouri.

I’m excited to announce that I’ll be co-teaching two Reimagining the Historic House Museum workshops in Texas this November with Ken Turino, hosted by the American Association for State and Local History in collaboration with the Texas Historical Commission. It’s a big state, so we’re offering it twice! If you’re a museum professional, volunteer, or student interested in exploring fresh strategies for engaging visitors and revitalizing historic house museums, these workshops are a great opportunity to explore new ideas and connect with colleagues.

Why Attend?

Historic house museums are at a pivotal moment, navigating changes in visitor expectations, community needs, and funding models. These workshops are designed to help you tackle these challenges, offering practical solutions for making your house museum more accessible, sustainable, and relevant. By focusing on innovative interpretation, strategic planning, and community engagement, you’ll be empowered to breathe new life into your historic house museum.

What You’ll Learn

This one-day, hands-on workshop explores the most pressing challenges and rewarding opportunities facing historic sites in America today. We’ll delve into the latest social and economic research to help you identify how these trends impact your own house museum, sparking new ideas for growth and engagement.

Throughout the day, we’ll introduce a variety of field-tested tools and techniques drawn from diverse areas like non-profit management, business strategy, and even software development. You’ll hear about innovative historic sites that are successfully adopting new models to engage their communities, offering fresh interpretation and programming, and generating income to boost financial sustainability.

A key highlight of the workshop is our facilitated brainstorming session based on Michael Porter’s Five Forces framework, where you’ll work with fellow participants to reinvent an event or program for an actual house museum. This practical exercise not only puts theory into action but also showcases the power of collaborative thinking to drive change.

Details and Registration

  • Mesquite Workshop (near Dallas): November 12, 2024 – Heritage Plaza Visitor Center
  • Houston Workshop: November 14, 2024 – Bayou Bend Collection and Gardens
  • Cost: $350 for non-members, $225 for AASLH members
  • Registration: Visit AASLH’s website for more information and to sign up. Participation is limited.

I hope to see you there as we explore how to bring new life and relevance to historic house museums. Together, let’s make these vital cultural spaces vibrant, engaging, and sustainable for generations to come!

Crafting Museum Mission Statements with ChatGPT: A Quick Guide!

ChatGPT-4o created this image in less than a minute.

The highly anticipated release of ChatGPT-4o has once again thrust artificial intelligence (AI) into the spotlight. So how can historic sites and house museums harness the power of ChatGPT to craft thought-provoking mission statements, an essential element of effective management?

The American Alliance of Museums states that excellence requires that, “all aspects of the museum’s operations are integrated and focused on meeting its mission.” And yet, crafting mission statements is among the most difficult tasks for an organization. Writing and revising as a board or staff committee can result in circular arguments, the infinite parsing of words, or resignation to a milk-toast statement that offends no one. So how can you take a mission statement that’s weak or mild and turn it into something stronger and more meaningful?

My typical response is that a small committee of diverse leaders within the organization discuss the purpose and role of the museum in the community, and then appoint one person to draft a mission statement for approval. Although that’s much more effective than writing-by-committee, it can also result in a tremendous commitment of time and frustrations during the review as members defend their ideas. Instead, I’ve found ChatGPT to be much more efficient and less frustrating. You can revise frequently and quickly, try out variants and new ideas easily, and even better, criticize the “robot” and it won’t care.

For example, in the Reimagining Historic House Museum workshop in April 2023, I introduced the idea of ChatGPT-formulated statements, using the mission of the Gamble House, our host institution:

The mission of The Gamble House is to inspire the public’s appreciation and understanding of architecture as a fine art through the example of The Gamble House, the most complete and best-preserved work of American Arts and Crafts architects Charles and Henry Greene.

Using a simple prompt, “Create a mission statement for the Gamble House in Pasadena, California,” ChatGPT-3’s version was:

Our mission at the Gamble House is to preserve and celebrate the legacy of this iconic American Arts and Crafts masterpiece. As a cultural destination and community resource, we aim to inspire and educate visitors about the significance of the Gamble House’s architecture and design, and its enduring influence on American culture.

The first sentence is the usual celebratory mission statement but notice that the next sentence goes further to explain why it matters today (“its enduring influence on American culture”). That’s a significant improvement that can improve the mission statement’s ability to guide decisions and establish priorities—which is the core function of a mission statement.

Going further, you can use ChatGPT to create mission statements inspired by the ideas of influential thinkers. English designer and writer William Morris inspired the Arts and Crafts Movement, so he’s an ideal choice for the Gamble House. By changing the prompt to, “Create a mission statement for the Gamble House in Pasadena, California in style of William Morris,” the result is:

“Our mission at the Gamble House is to preserve the beauty and integrity of this magnificent home, which is a masterpiece of American craftsmanship and design. Through our efforts to maintain the house and its surroundings in a state of harmony and balance, we seek to embody the principles of the Arts and Crafts movement, which holds that art and beauty should be an integral part of everyday life. By promoting the values of craftsmanship, simplicity, and authenticity, we aim to create a more just and equitable society, one in which the arts and culture are accessible to all, and the beauty of the natural world is cherished and protected.”

Far too long to be a modern mission statement for a museum, it does offer some intriguing ideas, particularly in the last sentence. By mentioning “craftsmanship,” “equitable society,” and “accessible to all,” it addresses values that could be meaningful to modern visitors and supporters of the Gamble House and inspire innovative programming.

In the year that followed, I’ve continued to explore how ChatGPT can help historic sites and house museum improve their mission statements, as well as create a vision and values. Lest anyone think that ChatGPT is a simple mindless hack to the usual hard work of crafting a mission statement, the use of AI requires a thoughtful human hand on the computer keyboard. ChatGPT can be biased, inaccurate, and hallucinate, so you need to know the organization and theories of management strategy. A weak or poor mission statement can harm a nonprofit organization, whether created by humans or AI.

ChatGPT-4o created this image of the Gamble House, demonstrating the need for the human expert—there’s very little that is correct in this image.

Getting Started

If you’re interested in the best explanation and practices of AI and ChatCPT, read Ethan Mollick’s Co-Intelligence: Living and Working with AI (2024) or listen to an interview with him on the HBR IdeaCast, “Tech at Work: What GenAI Means for Companies Right Now.” If you’re interested in practical applications with lots of examples, read AI and the Future of Education (2023) by Priten Shah. AI is being incorporated into an increasing number of applications, including Microsoft Word, Evernote, Notion, and WordPress, but if you want to explore ChatGPT, it is available free with registration at OpenAI.

If you want to use ChatGPT to craft a mission statement, be aware that it relies on the information that is available to it. If your organization has a very small presence on the Internet or in publications (unlike the Gamble House), a simple prompt will be ineffective. You’ll need to take an additional step to provide it with information, such as the museum’s goals, primary audiences, collection strengths, historical background, and what makes it unique or distinctive. If you’re unsure how to do this in ChatGPT, start with the prompt, “I need help writing a mission statement for [your museum name]. Here are the details: [insert information].” You can follow up with additional instructions, such as “”Give me three different mission statement options,” “Can you make this mission statement more engaging for a younger audience?”, or “I like the direction of this mission statement, but can you make it shorter?”

If ChatGPT has helped your organization improve or rethink its mission statement, please share your experiences in the comments.

Studying House Museums in Newport and London

The Newport Summer School visiting one of the many historic houses in Newport, Rhode Island. Source: Victorian Society of America.

George Washington University recently awarded me a semester-long sabbatical for fall 2024, which will give me a break from teaching in the museum studies program and allow me to more actively pursue my interests in:

  • the early history of house museums to better understand their formation and evolution of interpretive practices;
  • the interpretation of house museums; and
  • the management of historic sites, especially in strategy and leadership to move performance up to the next level or respond to an ever-changing environment.

For a deep dive into these topics, I’m delighted that I’ve been selected for two prestigious programs:

  • In June, I will be in Newport, Rhode Island attending the Victorian Society’s Summer School. Over ten days, our class will explore four centuries of American architecture, art, culture, and landscape guided by renowned architectural historian Dr. Richard Guy Wilson. The program will delve into Newport’s rich history, often referred to as the “Queen” of American resorts, and includes exclusive tours of private homes, behind-the-scenes access to America’s grandest mansions, and insightful presentations by leading scholars.
  • In September, I will be in England for Royal Collection Studies, organized by The Attingham Trust for the Study of Historic Houses and Collections. This ten-day residential course in Windsor provides extraordinary access to one of the world’s leading collections of fine and decorative art, all housed within the grand architecture of the royal palaces. The course combines lectures and tutorials, visits to both occupied and unoccupied palaces in and around London, and close-up object study, aiming to give heritage sector professionals a deeper understanding of this remarkable collection.

If you’re working in a house museum or historic site, these specialized residential mid-career courses are both incredibly educational and refreshing. Participating in the Attingham Summer School in 2008 significantly enriched my scholarship, and fifteen years later I continue to draw upon the principles and practices learned during our site visits and insightful discussions. You’ll find a professional development experience for nearly any interest or length of time, and many offer scholarships. For example, if you’re seeking a course more focused on management, consider the History Leadership Seminar or the SEMC Leadership Institute (it appears that the [Getty] Museum Leadership Institute is no longer operating).

And alas, this schedule also means that my plans for attending the AASLH Annual Meeting in September will be postponed to 2025 in Cincinnati, Ohio. And if I don’t see you there, I hope it’s because you’ll be participating in an incredible professional development opportunity (remember to apply 6-8 months in advance!).

Reimagining the Historic House Museum coming to Maryland in April

The Reimagining the Historic House Museum workshop at the Decorative Arts Center of Ohio in June 2023.

“Reimagining the Historic House Museum,” the one-day workshop co-led by me and Ken Turino (Historic New England) will be held on Friday, April 19, 2024, from 8:30 am to 5:00 pm at Montpelier, a 1780s house museum in Laurel, Maryland (between DC and Baltimore). This workshop is part of the professional development series produced by AASLH. Registration is $325 but it’s $200 for AASLH members (and you receive an additional $50 discount if you register by March 22!). Participation is limited to 35 people.

Our workshop, while inspired by the book Reimagining Historic House Museums (2019), provides a more comprehensive hands-on exploration of house museums’ challenges. We assess current programs using a “double-bottom” line for a holistic view, analyze influencing forces to pinpoint opportunities and hurdles, and spotlight how house museums have successfully reinvented themselves. While the day is rich with information and activities, we ensure a well-deserved lunch break and networking time. You’ll leave with new tools and ideas to enhance your historic site and have an enjoyable experience.

Demystifying Spending Patterns in Small Museums

In the world of small museums, location and audience significantly influence expenses, rendering a one-size-fits-all approach ineffective. However, gaining insight into the various types of expenses museums incur can shed light on common challenges and their causes. The non-profit financial Form 990 categorizes expenses into five areas, providing a framework for understanding spending patterns. Our goal is to simplify the concept of museum spending and guide museums toward prudent budget management by exploring these key expense categories.

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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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Untangling the “Other” Revenue Stream

In the colorful tapestry of history-focused organizations, every thread of revenue has a role to play in the success of the organization. Perhaps the most unique collection of these threads is the “Other” revenue category. This singular “Other” thread houses a miscellany of revenue sources that don’t fit into the categories of “Investment Income”, “Program Service Revenue”, and “Contributions and Grants”. At first glance, this classification may appear insignificant, yet it often proves to be a silent contributor that underpins the fiscal health of History-Focused Organizations [Museums (NTEE A50), History Museums (A54), History Organizations (A80), and Historical Societies & Historic Preservation (A82)].

Understanding this “Other” revenue can be like deciphering an ancient dialect. It is made no easier by the fact that IRS Form 990 at times uses the terms revenue and income interchangeably. While some categories of this revenue such as royalties and inventory sales may be familiar, “miscellaneous” often contains difficult to parse odds and ends such as third-party events, insurance proceeds, ATM fees, and revenue from hosting satellite towers. Most often this miscellaneous revenue is unspecified and simply named “miscellaneous” or “other” which can make it difficult to get the full picture of a particular institution’s revenue sources. We advise limiting the classification of your total revenue as “miscellaneous” to no more than 1%. While judicious use of this category can help define your other revenue streams more clearly, overuse could lead to a lack of clarity about a significant portion of your revenue. It is crucial to maintain a comprehensive understanding of your financial situation.

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