Category Archives: Training

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

Bold Ideas, Thin Evidence: Reading the Jenrette Report with Caution and Curiosity

The Jenrette Foundation’s State of American Historic Preservation Education (September 2025) lands like a wake-up call for our field. At more than 25 pages, it’s not just a summary of trends in preservation education—it’s a challenge to rethink what we mean by “historic preservation” altogether. Although the report focuses on universities and training programs, its insights are strikingly relevant for leaders at historic sites and house museums.

At its core, the report argues that historic preservation is due for a rebranding—not a new slogan, but a new mindset. “Preservation isn’t about old buildings,” the authors write, “it’s about shared futures.” That’s a phrase that will resonate with anyone who’s struggled to convince visitors, funders, or policymakers that historic sites matter. For years, preservationists have known that saving a place is just the start; what matters is how that place connects to people, stories, and community life. The Jenrette report gives that idea institutional weight, calling for preservation to be seen as a civic, cultural, and economic force—an engine for workforce development, sustainability, and belonging.

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

Heading to Cincinnati for AASLH—Will You Be There?

This week I’m heading to Cincinnati for the American Association for State and Local History’s Annual Meeting—and I couldn’t be more excited. After a couple of years of scheduling conflicts that kept me away, I’m very much looking forward to reconnecting with colleagues and friends from across the country.

If you’ll be there, I hope to see you at the History Leadership Institute reception on Wednesday afternoon. If we miss each other then, perhaps we’ll cross paths in the exhibit hall or between sessions. Please do say hello—I always enjoy hearing what others are working on.

I’ve been fortunate to visit many of Cincinnati’s museums over the years, but there’s always more to discover. I’m especially looking forward to Friday morning’s walking tour of the Over-the-Rhine District (which includes a special preview of the new OTR Museum) and Friday night’s reception at the American Sign Museum. There are so many museums to see and I can easily recommend the Cincinnati Art Museum, Taft Museum of Art (in a historic house), Harriet Beecher Stowe House, National Underground Railroad Freedom Center, and the Cincinnati Museum Center (a multi-museum complex in a splendid Art Deco train station). In addition, I’ll make a return visit to two places within walking distance: the 21c Museum Hotel (a surprising blend of luxury hotel and contemporary art museum—what are they doing now?) and the Contemporary Arts Center (by Zaha Hadid, the first woman to design an art museum in the US—how it is holding up?).

It promises to be a week full of learning, inspiration, and connection. I hope to see many of you in Cincinnati!

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

Webinar: Interpreting Winter Holidays with Your Community

The winter holidays are some of the most beloved and heavily attended times of year for museums and historic sites—but interpreting them can be a challenge. Whose stories are told? What traditions are represented? How can we ensure our programs are welcoming, accurate, and relevant to our communities?

If you’ve been asking these questions, join me at an upcoming webinar hosted by the American Association for State and Local History (AASLH):

  • “Interpreting Winter Holidays with Your Community”
  • Wednesday, June 12, 2025, 3:00–4:00 PM Eastern
  • $45 / $25 for AASLH members
  • Register here

I’ll be speaking alongside Ken Turino, Martha Katz-Hyman, and Morgan Lloyd, each of whom brings experience and insights into crafting more inclusive, community-centered holiday programs. We’ll explore ways that museums and historic sites can move beyond nostalgic or monolithic narratives and instead embrace a richer variety of traditions and histories—from Hanukkah to Kwanzaa, from secular seasonal festivals to the complexities of Christmas. Whether you’re revamping long-standing programs or launching something new, this session will offer fresh ideas, examples, and practical steps for engaging your community during the holiday season.

In my portion of the webinar, I’ll share strategies for refreshing an existing Christmas event by incorporating research on state and local history, helping organizations better connect with their communities and interpret traditions in a meaningful context.

The webinar is inspired in part by the recent book Interpreting Christmas at Museums and Historic Sites, which Ken and I co-edited and which features contributions from many practitioners grappling with these same questions. As a bonus, webinar attendees will receive a 30% discount on the book.

Job Hunting in Tough Times: Three Books for Museum Professionals

The museum field has always been a challenging place for job seekers. Even in the best of times, there are often more talented people than positions available, and salaries tend to lag behind comparable roles in business or government. But with the recent elimination of federal funding through IMLS and NEH, and with looming threats of layoffs at the Smithsonian Institution, National Park Service, and National Gallery of Art, the situation is becoming even more precarious. I’m deeply concerned about what lies ahead for our field, not just for those losing jobs, but for the ripple effects on institutions, communities, and careers.

Fifteen years ago, I faced a similar moment when the National Trust for Historic Preservation laid off about a third of its staff. I was fortunate: I had a generous severance package and a consulting project waiting (thank you, Jim Vaughan!). But not everyone will be so lucky this time. In that difficult season, a few books proved invaluable to me, and I strongly recommend them to anyone now facing an unexpected job search:

Continue reading

Video: Chicago Style Basics

Strong research and writing skills are essential for museum professionals, whether you’re publishing an article, preparing grant proposals, or mentoring new colleagues.
That’s why I created a new eight-minute video, Chicago Style Basics, to introduce the fundamentals of citation and documentation using the Chicago Manual of Style — just updated with its 18th edition ($75!).

The video walks through what a citation is, why citations matter, and the basic parts of a properly formatted citation. It also provides real examples of how to cite a book with one author, a chapter within a larger book, and a journal article — essential formats for anyone writing in our field. The video closes with a quick summary and a few resource suggestions for those who want to dig deeper.

At the Museum Studies Program at George Washington University, we require our graduate students to demonstrate professional-level research and writing, and this video was created to support those expectations. But it’s also a useful refresher for anyone preparing manuscripts for publication, developing course materials, or helping new professionals get their footing.

You can watch Chicago Style Basics at https://youtu.be/X9c1DQEcwhw.

I hope you’ll find it a handy reference — and please feel free to pass it along to anyone who might appreciate a refresher.

What is the Future of Interpretation at Historic House Museums?

The world of historic house museums has been grappling with fundamental questions about purpose and sustainability for many years. Two significant gatherings, the Kykuit II Summit in 2007 and the recent 2025 Historic House Summit, highlight key moments in this ongoing discussion. Bridging these two events is the American Association for State and Local History’s (AASLH) STEPS program, particularly its standards for interpretation, which emerged directly from the needs identified in that earlier period. Looking at these three points in time reveals not only evolving ideas but also the increasing urgency and specific challenges facing interpretation today. 

The Kykuit II Summit: The Call for Sustainability and Standards

The Kykuit II Summit, held in April 2007 at the John D. Rockefeller estate, brought together leaders to discuss “the sustainability of historic sites.” This was a follow-up to a similar meeting five years prior. The discussions focused on finding ways for historic sites, the largest segment of the museum community, to thrive. Key questions included the challenging, “unmentionable” ones: “Does America need another house museum?” or “Can America support the existing historic sites it now has?”

Continue reading

Interpreting Historic House Museums Today: Reflections on the 2025 AASLH Summit

By Mary A. van Balgooy, Vice President, Engaging Places LLC

Last week, I attended the 2025 AASLH Historic House Museums Summit, “Interpreting Historic House Museums Today,” held at the Edsel and Eleanor Ford House in Grosse Pointe Shores, Michigan. Over 100 museum professionals from across the country came together to assess where interpretation stands today and how it should evolve over the next decade. The Summit’s objectives were clear: attendees would examine the current scope of historic house interpretation, identify trends for the next 10-15 years, and define the major issues shaping the field. Through keynotes, breakout sessions, and informal discussions, attendees tackled major questions about our roles, responsibilities, and hopes for the sector.

Big Ideas from the 2025 AASLH Summit

One of the most powerful themes to emerge was the need to embrace “whole history.” Instead of narrowly focusing on furniture, technology, or architectural details, participants stressed telling a full, human-centered story. This includes voices often left out of traditional interpretation: women, people of color, laborers, and marginalized groups. The idea is not merely to add these perspectives but to reframe interpretation through them, reflecting the complexity and moral ambiguity of historical figures and events.

A second major idea was that historic house museums must move beyond passive presentation into active engagement. Museums should create dialogic experiences where visitors reflect, question, and even challenge the past. Skills like listening, civil discourse, and conflict navigation were identified as essential for future staff training.

Finally, participants stressed the importance of using interpretation as a tool for healing and community building. At a time of social division, historic sites have a unique role to play in fostering empathy, historical curiosity, and nuanced understanding.

Findings and Recommendations

Continue reading