Category Archives: Governance and management

Video: Avoiding Employee Theft

In this 2:22 video, this video by The Hartford, Gene Marks has two suggestions for reducing embezzlement and employee theft (yup, it happens at museums and historic sites).  When he discusses “inventory,” think “collections.”  And be sure that your staff takes vacations.

You’ll find more details at Five Signs Your Employees Are Tampering with Your Accounts.

International Museum Management Conference Coming to US

Screen Shot 2015-07-31 at 10.56.44 AM The International Committee of Museum Management (InterCom) of the the International Council of Museums (ICOM) with be holding its annual meeting in Washington, DC from October 28-31, 2015, the first time it has held its meeting in the United States. InterCom works toward the development of sound museum management throughout the world, including the managerial aspects of policy formulation, legislation, and resource management.  Registration is $350 ($150 for students) and early bird registration for $295 ends today (July 31).

This year’s conference focuses on three themes–The Sustainable Leader, The Enduring
Organization, and the Essential Museum–and plenary speakers include Lonnie Bunch, Founding Director, Smithsonian National Museum of African American History and CultureElaine Heumann Gurian, author and museum consultant; and Richard C. Harwood, Harwood Institute for Public Innovation. Sessions involve diverse topics from around the world and several caught my eye. I wonder what someone from Columbia has to say about museums as tourist attractions; how violence or civil unrest are affecting museums in Mexico, Denmark, and Minnesota (Minnesota??); or how the Research Center for Anatolian Civilizations in Turkey tackles the value of history and heritage in the contemporary world (how do you make thousands of years of history relevant?).

I’ll be there to expand my horizons and reporting out when I get a chance. It also looks like we’ll be having special tours of several museums in DC (it’s the behind-the-scenes experience at museums that lured me into this field) so that will be great fun. Hope to see you there!

What Historic Sites Have Learned After 25 Years with ADA

ADA logoThis month marks the 25th anniversary of the Americans with Disabilities Act (ADA), which ensured equal access to persons with limited mobility, limited vision, limited hearing, and other disabilities. Shortly after this law was enacted in 1990, museums and historic sites were scrambling to figure out the consequences, especially the cost of installing ramps or hiring sign-language interpreters.

Much of it also revolved thinking bigger and realizing that improving access for the disabled would improve the experience for everyone.  For example, lever handles replaced doorknobs, which makes it easier to open a door when you’re carrying a package; enlarging type and increasing contrast on exhibit labels makes them easier to read (which I really appreciated as I grew older); and integrating ramps and removing thresholds is nice for visitors in wheelchairs and for staff who are always hauling tables and chairs for events.  For several years, professional associations hosted sessions and printed books to explain ADA to help museums figure out how to respond in an effective and thoughtful manner.

Little discussed, however, is that the US Department of Justice (DOJ) also investigated several museums and historic sites for Continue reading

A Process for Rethinking the Historic House Museum

Mission-Sustainability Matrix Next week I’ll be at the Margaret Mitchell House in Atlanta, Georgia leading a workshop with Ken Turino of Historic New England on the rethinking the historic house museum.  We’re not the only ones who are working on this topic, indeed, Michelle Zupan at Hickory Hill  assembled a five-page bibliography of books, articles, and dissertations for the workshop, so long that I’m hesitant to distribute it because it could be discouraging (“what? I have to know all this to rethink my historic house?”).

And if we want to go beyond historic house museums, the list would be even longer. Businesses have been “rethinking” for decades in order to grow in size or increase their profits.  They have the resources to study this topic rigorously and there is a lot we can borrow for our field (and much that doesn’t apply and can Continue reading

Reinventing the House Museum in Portsmouth

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A sold-out crowd of history enthusiasts packed the auditorium at the Strawbery Banke Museum in Portsmouth, New Hampshire on April 21 to discuss ways to reinvent the house museum.  Sponsored by the American Association for State and Local History and the New England Museum Association, the one-day workshop explored ways that historic house museums can more successfully engage their community and improve their financial sustainability.

The morning featured several presentations and the afternoon was a hands-on workshop at a nearby historic house.  I opened the day with a process for developing a plan and then focused on Michael Porter’s Five Forces, a diagnostic tool that’s superior to SWOT for assessing a house museum’s strategic position.   Ken Turino of Historic New England provided a smorgasbord of ideas from house museums around the county to rethink existing conceptions.  Larry Yerdon, CEO of the Strawbery Banke Museum, discussed ways they are introducing new programs and activities to be both more engaging and financially sustainable.

After lunch, we gathered at the Governor John Langdon House, a property of Historic New England, where Joanne Flaherty and Linda Marshall led us on a quick inspection of the property and described its operations and recent efforts to use it for temporary exhibits.  Then the audience became temporary consultants using the Five Forces, analyzing existing and potential competition for exhibits, interests from visitors, and collaborating with exhibit providers.  The consensus seemed to be that an exhibit program could have a competitive advantage if it focused on the collections of Historic New England and may be better suited for rooms other than the parlor or dining room, which are architecturally significant.

This workshop will travel next to Atlanta, Georgia on June 12, where we’ll be using the Margaret Mitchell House as the case study.  To register and for more information, visit AASLH.org.

 

 

IMHO: The National Trust’s Collections Management Policy is Not Ready to Eat

Last year, the National Trust for Historic Preservation adopted a new Collections Management Policy (CMP) and widely promoted it at professional conferences and in national publications as a model to house museums and historic sites to resolve some of their stewardship challenges. At its heart is,

“a new approach—one that treats the historic structures and landscapes, and the object collections, as being the same type of resource. This approach places the historic buildings and landscapes on a par with objects and documents, strengthening the interconnected stewardship and interpretation of these historic resources.”

It’s a good idea but it’s not a new approach.

American Wing at the Met featuring the 1822 Branch Bank of the US.

American Wing at the Met featuring the facade of the 1822 Branch Bank of the United States.

Early in the twentieth century, museums of various types began collecting buildings. Henry Ford moved Edison’s laboratory and the Wright Brothers bicycle shop to his Greenfield Village, John D. Rockefeller quietly bought dozens of buildings to create Colonial Williamsburg, and the Metropolitan Museum of Art installed the facade of the Branch Bank of the United States as the featured object of its 1924 American Wing. Much later, landscapes were considered worthy of preservation and now most historic estates, such as Casa del Herrero, Miller House and Garden, and Marsh-Billings-Rockefeller National Historical Park, treat their gardens and landscapes with the same respect as the furniture and art works at their sites.

The National Trust’s rationale for their new approach is that, “conflicts between Continue reading

Historic House Museums Gather for AASLH Workshop in Charleston

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For the past fifteen years, George McDaniel and I have taught a two-day workshop on the management of historic house museums for the American Association for State and Local History.  We cover a wide range of topics from fundraising to interpretation to disaster response to collections management–we really need a week, especially if there’s a lot of discussion.  That was certainly our experience last week in Charleston, South Carolina (and thanks to our hosts, the Historic Charleston Foundation!), where our discussions were so rich that I wasn’t able to complete most of my presentations.  That’s okay because the workshop is for the participants and as long as they find a topic that’s worth exploring, I’ll stay with them.  Indeed, George and I often find that we’re not instructors but facilitators, raising ideas and questions to provoke thoughtful discussions to help participants improve the management of their historic sites.

At the core of workshop is each participant’s “burning question.” They share their biggest concern or issue at the start of the class and at the end, they describe how they might address it when they return to their site.  It’s not only a way to make the workshop more relevant to the participants, but it also gives us a glimpse into the issues facing historic house museums around the country.  This year the questions included: Continue reading

A Handy Way to Keep Table Tents Neat

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At a recent board meeting of the Montpelier Foundation, the organization that manages James Madison’s Montpelier, I discovered they had developed a nice device to keep table tents neat.  I often create table tents or nameplates on my computer, folding a letter-sized sheet in half.  Despite using cover stock to give them some heft, they still manage to sag and wilt, not only making them hard to read but creating a sad-looking appearance for a meeting.

Montpelier tapered a small block of wood to fit within the table tent, attaching a short brass screw at the back.  Using a small “super-strong” magnet, the table tent sticks to the screw on the block.  Everything looks sharp for the meeting and the blocks can be easily reused (and they never break, even if you drop them).  Another great idea from the carpenters at Montpelier.

 

Whose Job Is It? Board or Staff?

tug-of-war-300x200A common and contentious management issue for museums and historic sites is the the role and responsibilities of board members and the staff.  Frequent complaints I’ve heard are that board members are interfering in staff projects or lack interest in their role as leaders, or that staff is withholding crucial information from the board or is unable to make progress on major goals.  Navigating these concerns requires a good hand on the tiller by both the executive director and board chair, but I’ve also found that a facilitated group discussion about roles and responsibilities is often just as effective.

In my years of service on several different boards, each was at a different place in their organizational development, which means the roles and responsibilities was different as well.  An all-volunteer start-up organization operates differently from one with a large staff and a long-established set of activities.  Boards are not all the same.

Board members also require orientation and training, which rarely happens.  There doesn’t seem to be Continue reading

Want to Sharpen Your Historic Site Management Skills?

If you manage an historic site or house museum, there are several ways to sharpen your skills in the next few months.

Historic House Museum workshop at the Haas-Lilienthal House in San Francisco, 2014.

Historic House Museum workshop at the Haas-Lilienthal House in San Francisco, 2014.

For nearly fifteen years, the American Association for State and Local History has offered a two-day workshop on historic house museum issues and operations and next month it will be in Charleston, South Carolina on February 26-27, 2015.  Held in partnership with the Historic Charleston Foundation (one of the oldest historic preservation organizations in the US) and co-taught by me and Dr. George McDaniel of Drayton Hall, we’ll examine a wide range of topics from the unique perspective of house museums and historic sites, including leadership, interpretation, disaster preparedness, membership, and audience, through interactive presentations, group discussions, and site-specific exercises.  You’ll leave with a better sense of how your organization can better fulfill its mission and be more financially sustainable.  Registration is $345, $270 for AASLH members, plus there’s a $40 discount if you register by January 22.  Be sure to add a day to explore the historic sites in Charleston–it’s one of the best places to see a wide variety of visitor experiences in one place.

New this year is “Re-inventing the Historic House Museum,” a one-day workshop offering current thinking, practical information, and solutions to the challenges facing historic sites. The historic house museum in America is not dead nor are most of them dying. The field, however, needs to reflect and renew as the world around our historic sites continues to change.  This workshop was inspired by a sold-out symposium presented by the Historic House Museum Consortium of Washington, DC at Gunston Hall in March 2014, and now has been taken nationally to various regions by the American Association for State and Local History.  Ken Turino of Historic New England and I will be giving the core presentations and the others will vary to take advantage of the workshop location.  We’ll be at Strawbery Banke in New Hampshire on April 21, 2015 and the Margaret Mitchell House in Georgia on June 12, 2015.  Registration is $170; $95 for members of AASLH and NEMA (for April 21).