Category Archives: Leaders in the field

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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How can History-Focused Organizations Invest in Stability?

Figure 1. History-Focused Organizations command large portions of the museum field’s revenue and institutions. Source: Internal Revenue Services and National Center for Charitable Statistics.

Over the past year, Engaging Places has been looking over individual segments of the museum field. While these segments are unique in specific ways, as demonstrated by the data, several of them do share a common theme and mission: an overall goal to promote history. These four segments are History Museums (A54), History Organizations (A80), Historical Societies & Historic Preservation (A82), as well as the broad Museums (A50) category. By combining these segments we can focus on the history-centric portion of the museum field that makes up close to half of its revenue and consists of a whopping 89% of its institutions (see Figure 1). This block of museums is incredibly dominant within the field and a major focus of Engaging Places’ work. For ease of reference, we will be referring to them as History-Focused Organizations.

It is important to remember that as an aggregate these History-Focused Organizations still trend small. Over 90% operate on less than $1 million in revenue annually, with contributions and grants bringing in over half of that vital revenue. For these smaller museums, financial security is a constant and essential priority. While many of these History-Focused Organizations are unable to achieve large pools of investment to stabilize operations, unlike some of their larger counterparts, they can develop practices to move them in this direction. 

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Should Local History and Historic Preservation Dominate the Museum Field?

Figure 1. Historical Societies & Historic Preservation (A82) organizations have an outsized presence in the field. Source: Internal Revenue Service and National Center for Charitable Statistics.

Of all the organizations in the United States devoted to arts, culture, and humanities, Historical Societies & Historic Preservation (NTEE A82) organizations have an outsized presence.   More than a third of all organizations “sponsor activities which celebrate, memorialize and sometimes recreate important events in history such as battles, treaties, speeches, centennials, independence days, catastrophes that had an important impact or other similar occasions.” “Historical society,” “historical association,” “heritage society,” “preservation,” and “restoration” are in the name of nearly 80 percent of institutions in this category.  They are also focused on local history—only one in twenty institutions appear to have a geographic scope larger than the county level.

While preserving and interpreting local history is their primary interest, these organizations are the smallest by revenue.  More than 90 percent operate with less than $1 million in revenue annually and have a median revenue near $64,000 (yes, the median is $64,000 annually for all A82 organizations for 2011-2017—half of these organizations operate with less than this amount).  Only Historical Organizations (A80) produce similar financials, albeit with slightly higher figures.

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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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Are Historical Organizations Choosing the Right Heroes?

When your history organization is modeling itself on other museums or historical societies, are you choosing the right ones?  Are they doing things that are well within your capacity or are you following an impossible dream?  There’s nothing wrong with observing the extraordinary leaders in the field, but if you’re modeling your life on a superhero, you may be destined for an avoidable series of crashes and burns.  You would have been much more successful had you devoted your time and energy on more achievable efforts.    

For example, Historical Organizations (NTEE Code A80) are “organizations that promote awareness of and appreciation for history and historical artifacts,” which is mostly composed of local historic sites, house museums, and memorials that are not solely history museums or historical societies.  A sample of Historical Organizations shows that many focus on local history, support museums, or memorialize people, places, or events (see Table 1). Of the 2,500 Historical Organizations providing IRS Forms 990 in 2017, nearly 40 percent include the words “memorial,” “foundation,” “friends,” or “association” in their names.

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Rethinking Your Mission? Be Transformative

Erin Carlson Mast, director of President Lincoln’s Cottage in Washington, DC, will discuss how mission and vision impact their daily operations.

House museums are complex organizations but one of the most effective tools for navigating this complexity is the humble mission statement. In this 30-minute webinar, Erin Carlson Mast, president and CEO of President Lincoln’s Cottage in Washington, DC, discusses how she’s leveraged the values embedded in their mission statement to transform their community programs and daily operations to affect the lives of their visitors. She’ll be interviewed by Max A. van Balgooy (me!), co-editor of the recently published Reimagining Historic House Museums and president of Engaging Places.

The webinar is today (Thursday, April 23, 2020) at 3:00 – 3:30 pm Eastern (that’s 12 noon Pacific) and registration is free to AASLH Members and $30 Nonmembers. This webinar will be recorded and will be available in the AASLH Resource Center after the event has passed. Registrants of this event receive complimentary access to the recording in their Dashboard. 

This webinar is part of the Historic House Call webinar series. Organized by the committee of the AASLH Historic House Affinity Community, Historic House Call webinars provide staff and volunteers working in historic house museums the chance to hear from a leading expert on a topic related to historic sites and ask questions about that topic. Historic House Calls are presented quarterly at no charge for AASLH members. 

Historic Sites and COVID-19: What a Difference a Week Makes

In the week since I last reported on the impact of COVID-19 on house museums and historic sites, things have changed significantly. A sampling of websites around the country shows that most have closed through the end of March and many have canceled events through April. Last Friday, the home pages of The Alamo, Minnesota Historical Society, and Colonial Williamsburg made no mention of the virus, but within days they did. CW made a special effort to contact me to clarify that they had posted a message on its website on Tuesday, March 10 that it was “temporarily suspending ‘hands-on’ aspects of Historic Area and Art Museums programming to limit frequent contact with common objects and surfaces by employees, volunteers and guests. Colonial Williamsburg is otherwise observing normal operations and hours”, however, this was not present on its home page, where most visitors first search for information. One of the lessons we’re learning from this situation is how, when, and where we communicate vital information to our visitors and that we may need to update our emergency response procedures. Keep notes for your debriefings later on!

We can also anticipate this will have significant financial consequences, especially for those who rely heavily on tourism or revenue from admissions. At this point, I haven’t heard of any major decisions in response to this particular situation (such as layoffs), but historic sites are long experienced with hurricanes, snowstorms, hot and humid days, tree falls, and road closures that can suddenly cause attendance to plunge or prevent access to the site. We’re a resilient bunch. On the top of our minds is the unanswerable question is how long will the restrictions last? And how long will it take to resume normal operations after restrictions have lifted? Colleen Dilenschneider provides some advice to the latter question in “Why Marketing Matters During COVID-19 Closures.”

But perhaps there’s an even bigger question that we should be considering: how can house museums and historic sites contribute to our communities in this type of situation? Are we helpless or helpful? Are we vital or trivial? Certainly we need to place the health and safety of our staff (both paid and volunteer) and visitors above our buildings and collections, but then what’s next? Now that the initial response to the virus is waning, I’m seeing some movement in this regard:

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Reimagining Historic House Museums: Observations From the Field

Cover of the book, Reimagining Historic House Museums, published 2019.
Reimagining Historic House Museums (2019)

This afternoon Ken Turino and I will share the common factors that create a sustainable path forward for our country’s historic places. We’ll be drawing from the dozens of innovative sites described in our newly-published anthology, Reimagining Historic House Museums: New Approaches and Proven Solutions. Topics will include assessing whether an organization’s purpose is meaningful to the public, challenging institutions to think holistically, and ensuring that leadership supports risk and experimentation. We’ll be joined in conversation by Kathy Dwyer Southern, Immediate Past Co-Chair of the International Council of Museums United States. If you’re in the area, we welcome you to join us at 5:30 pm at the George Washington University Museum, 701 21st Street NW (at G Street) in Washington, DC. Several of the contributors to the book will be attending and I suspect we’ll have a rousing discussion over drinks at the nearby Tonic.

Ken and I continue to offer our one-day workshop on reimagining historic house museums around the country through the American Association for State and Local History and we’ve now added this shorter “Observations from the Field” presentation to highlight the big ideas from the book. We first presented it with Lisa Ackerman, Interim CEO of the World Monuments Fund, in New York City in October at the request of the Historic House Trust (video below). It was so well received that we’re bringing it to DC today and to Los Angeles in March (as part of the California Association of Museums meeting). We’ve also presented portions of this talk for the National Society of The Colonial Dames in America and Historic New England. If the workshop or presentation could benefit your organization, contact Ken or me for more details (we can only accommodate a couple of these each year, so we may have to plan far ahead).

“Observations from the Field”, Historic House Trust, October 2019

Excellence in Museum Mission Statements: Some Examples

In my “Introduction to Museum Management” course at George Washington University, we spend an entire day on the purpose and value of mission statements, which is prompted by a wide-ranging set of readings:

  •  Anderson, Gail. “A Framework: Reinventing the Museum” in Reinventing the Museum, pages 1-9.
  • Drucker, Peter. “The Commitment”, “Leadership is a Foul-Weather Job”, and “Summary: The Action Implications.” Chapters 1, 2, and 5 in Part 1 in Managing the Nonprofit Organization.
  • Weil, Stephen. “Creampuffs and Hardball: Are You Really Worth What You Cost or Just Merely Worthwhile?” Chapter 11 in Reinventing the Museum.
  • “Mission and Planning” in AAM’s Standards for U.S. Museums, pages 33-37.
  • Desmidt, Sebastian, Anita Prinzie, and Adelien Decramer, “Looking for the Value of Mission Statements: A Meta-Analysis of 20 Years of Research.” Management Decision 49, no. 3 (2011), 468-483.
  • Liket, Kellie C., Marta Rey-Garcia, and Karen E. H. Maas, “Why Aren’t Evaluations Working and What to Do About It: A Framework for Negotiating Meaningful Evaluation in Nonprofits,” American Journal of Evaluation 35, no. 2 (June 2014): 171-188.

Each of the readings prompted a list of principles and practices for mission statements, which they used to assess a set of 20 randomly-selected mission statements from museums in the United States.  Based on their analysis, they identified the following mission statements as models of excellence (in alphabetical order): Continue reading

Learn from Leading Scholars in Your Home or Office

TED Talks has spawned the renewal of lectures as an engaging form of education (who would have guessed?) and many universities and organizations are regularly sharing lectures from their public programs, staff workshops, and student courses online with the public.  They’re also a great resource for house museums and historic sites, who can use them for professional development and staff training, or to check out a potential speaker for a special event.  They might even inspire museums to record their own events and share them online.  Here are a couple programs that caught my eye: Continue reading