Category Archives: Strategy

New NEH Interpretive Planning Grant for Small Organizations

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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).

What Drives Revenue at History-Focused Organizations?

If a well-managed museum has robust programming, a large endowment, and a profitable gift shop, should they still rely on contributions and grants? Often regarded as a fundraising burden to reduce or eliminate, instead we might want to consider these revenue sources as one of the best ways to sustain and expand an institution. Sixty-six percent of History-Focused Organizations [Museums (NTEE A50), History Museums (A54), History Organizations (A80), and Historical Societies & Historic Preservation (A82)] depend on contributions and grants for at least half of their annual revenue and nearly forty percent rely on contributions and grants for more than three-quarters of their revenue (see Figure 1 below).

To maximize revenue, museums must navigate fundraising in the present and future. Understanding the donor and engagement pyramids simplifies fundraising and ensures focus. Small history-focused organizations, in particular, must invest their limited bandwidth strategically to achieve success.

Continue reading →

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. 

Continue reading →

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.
Continue reading →

March Webinars for House Museums and Historic Sites

It’s a webinar bonanza at Engaging Places this month! We’ll be participating in two different back-to-back webinars in March for house museums and historic sites, one on interpreting women’s history and the other on management and strategy.

On Thursday, March 25, 2021 at 10:00 am Central, the Wisconsin Historical Society is hosting a free panel discussion on “Sharing Women’s History: Exploring New Stories and Formats for Engaging Audiences“. Panelists include Mary van Balgooy, Vice President of Engaging Places, LLC and Executive Director of the Society of Woman Geographers; Meredith S. Horsford, Executive Director, Dyckman Farmhouse Museum; and Brooke Steinhauser, Program Director, The Emily Dickinson Museum. House museums, historic sites, and other cultural organizations can share women’s history through special programs, tours, and other storytelling formats. From a broad view of new directions for interpretation to strategies for virtual engagement, panelists will share examples of innovative programming and best practices for interpreting complex stories that engage new audiences. For more details, visit https://www.wisconsinhistory.org/Records/Event/EV8032

On Friday, March 26 at 3:30 pm Eastern, Stenton, The National Society of The Colonial Dames of American, and Historic Germantown are hosting, “Historic House Museum in the 21st Century: Reimaginings and New Solutions“. Stenton Curator Laura Keim will moderate a discussion with Donna Ann Harris (author of the recently updated New Solutions for House Museums) and Kenneth C. Turino and Max A. van Balgooy of Engaging Places (editors of Reimagining Historic House Museums), who will provide overviews of their recently released publications, share lessons they’ve learned from the field and their researches, and explore the nature and future of historic house museums. Cost is “Pay What You Can” and register in advance at www.stenton.org/programs. Visit http://www.rowman.com to purchase both books and use code 4S21MUS30 for a 30% discount.

Responding to COVID-19: Conversations with & for Consultants

Amidst the tidal wave of museum layoffs and closures, many independent consultants and freelance workers are struggling to stay afloat. As Anne Ackerson writes in The COVID-19 Impact on Museum Consulting, “These are the people who work independently across the field in collections, education, governance, art handling and more. They work from job to job, shouldering the full costs of benefits, building careers while offering services many museums and heritage organizations need, but can’t afford on a full-time basis.” What does the future, both short- and long-term, look like for consultants in the museum field? Join Anne Ackerson, Dina Bailey, and Max van Balgooy to discuss unique challenges facing consultants as they consider envisioning new paths or staying the course. American Association for State and Local History is hosting this conversation on Thursday, April 16 (today!) at 3:00 pm Eastern (sorry, we’re moving rapidly to respond to COVID-19). Registration is $10, $5 for AASLH members; and if you are an organization, consultant, or student that is facing financial strain due to COVID-19, please use promo code FREEWBR20 to waive the registration fee for this conversation.  Register here.

I’ll be on the panel to open the discussion with examples from Engaging Places but we’ll be emphasizing a conversation with the attendees gather perspectives from across the nation to understand where things are now and where they might (or should) be going.

Why There? Figuring Out the Presence of America’s History Organizations

As part of a project to develop a new framework for AASLH‘s professional development/continuing education program, I plotted history organizations onto a map of the United States using a subset of IMLS’s database of museums. That’s a big category that includes history museums, historical societies, historic preservation organizations, historic house museums, and general museums that include history as a major topic and while there is some discussion about the comprehensiveness of the IMLS database, it’s the best information we have available and for my project, more than sufficient to get a sense of the big picture.

As you’ll see in the map below, history organizations are mostly located in the eastern half of the US.  Start at the southern tip of Texas and draw an imaginary line due north and the lion’s share is on the right side of the map.

History organizations in the United States. Red is the location of historical societies and historic preservation organizations; green is history museums and house museums; and blue is general museums. Data source: IMLS, 2018. Map: Engaging Places.

That’s probably something we all suspected but now can visualize it better. When I’ve shown this map to a few people, they concluded that it’s because there’s much more history in the East. But take a look at the heat map below while recalling the US history timeline, and you’ll come to a different conclusion. Continue reading →

Reimagining House Museums: Fall 2019 Release

collage book contents.pngThis blog has been fairly sparse this past year because Ken Turino and I were editing and assembling two dozens essays for Reimagining Historic House Museums: New Approaches and Proven Solutions, an anthology to be published by Rowman and Littlefield as part of the AASLH series. I’m delighted to announce that it is now off my desk and in the hands of the publisher; we expect it will be released in fall 2019.

One of the biggest consequences of the under-resourced and over-stretched community of house museums is that it is difficult for them to share their successes with others—they just don’t have time. The field doesn’t learn about them except through publications, blog posts, or conference sessions—that’s one of the major reasons we assembled this anthology. There’s lots of good work happening in house museums but we’re simply not aware of it. Our hope is that this book is a good place to grab a hold of the current thinking about reinventing house museums so that they are more relevant, sustainable, diverse, inclusive, equitable, and accessible, hopefully broadening and deepening the current conversations in the field.

The book is a result of a 2014 conference, How are Historic House Museums Adapting for the Future? sponsored by the Historic House Museum Consortium of Washington, DC and the Virginia Association of Museums at Gunston Hall Plantation in Virginia. They invited to give presentations to the 120 participants and noticed that while historic site practitioners and their boards recognized that the world of historic houses has changed dramatically, they weren’t sure how to go about reimagining or reinventing themselves.

With the support of the American Association for State and Local History and local funders, we embarked on a series of workshops in subsequent years to lay out a “reinventing process” that has taken us to Missouri, New Hampshire, Vermont, Kansas, Pennsylvania, Wisconsin, and Illinois with more to come (Washington, DC in June; New York City in October). The one-day workshop, Reinventing the Historic House Museum includes an analysis of the most important opportunities and threats facing historic sites in America based on the latest Continue reading →

Local Museums Connect GW and NSDCA

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Museum studies students learning QGIS in GW’s Museums and Community Engagement course.

Closing out my first semester as a professor in the Museum Studies Program at George Washington University was inspirational.  Graduation was perhaps the culmination of the students’ achievements, but it was also seen in their final products in the three courses I taught.  I always aim to give them a major project that provides a real-world experience, such as completing an Organizational Assessment report from AAM’s Museum Assessment Program (MAP). In the “Museums and Community Engagement” class, the final assignment is a community engagement plan but it was done in partnership with several local museums, creating a mutually-beneficial relationship.

Because The National Society of The Colonial Dames of America (NSCDA) has the largest alliance of museums and historic sites in the nation (except for the National Park Service), I prepared for the course by reaching out to my colleagues at Dumbarton House in Washington, DC, which is the headquarters for the Dames. Karen Daly and Catherine Nuzum welcomed the partnership between this course and their sites, providing advice along the way and helping me identify Continue reading →

The Big Challenges Facing Leaders at SHA

The Seminar for Historical Administration completed the first of a three-week program in Indianapolis and we’re learning a lot—so much that it’s sometimes overwhelming. We’re getting great ideas from the presenters, classmates, and field trips.  While we’re a bit quiet during our discussions, it’s probably more due to the processing of all the new information we’re receiving than from an unwillingness to share our opinions. At the end of the week, John Marks, Morgan L’Argent, and Jeff Matsuoka facilitated discussions around three major issues we encountered, including some of the major challenges they’ll be facing when they return to their institutions in a couple weeks. Do any of these sound familiar to you?

1. Managing change: How to best integrate new ideas in our institutions. Will management accept new ideas or recognize a need for change? Will we be allowed to discuss or instigate change? How can change occur within a hierarchical organization? Will our ideas be viewed as an inauthentic or insincere public relations effort? Will the staff and board take action? Are our expectations set too low, making new ideas too much to handle? Will our new ideas result in a loss of our job or alienate donors and supporters?

2. Broadening participation: Are we including other perspectives and voices? Are alternative opinions being heard? Are we working in an echo-chamber, just having a conversation of people who agree with us? How do we ensure volunteers are included?

3. The tyranny of the urgent: Too distracted by daily operations to tackle big issues. How do I pace myself when there’s a long list of things to do? How do I manage my existing workload while processing new ideas from SHA? How do I avoid being discouraged or feeling defeated?

4. Achieving alignment: Articulating a strategic plan that is progressive, cohesive, and relevant in an environment where status quo, non-reflection, and bureaucracy is the norm. How to overcome inertia? How to find alignment between a new vision for the organization and its mission, values, and priorities? How do I find the right team? How do I achieve ambitious goals within the limitations of my job description?

As the director of SHA, I’m absorbing all of these experiences, but I’m not thinking how I can apply them to my museum or historical society back home. Instead, my brain is rattling around with ways to make the program even better next year so that the participants are even more effective as leaders at their organizations and in the history field.

If you have suggestions or comments on these issues, I’d love to hear from you and I’ll be sure to share them with the class. You’ll also want to return to this blog in a few weeks to see how thinking has evolved.  It’s great to have the time to step back and reflect on these issues!