Category Archives: Training

Back to AASLH in 2024: Proposing Sessions, Supporting Colleagues, and Visiting the Clotilda

It’s been several years since I attended an AASLH annual meeting due to the pandemic and conflicts with my teaching schedule, but I plan to be in Mobile, Alabama in September 2024 (I’m hoping to see the Clotilda–National Geographic called it the best museum that opened in 2023!). Professional conferences are one of the best ways to mentally stand above your daily work and compare what you’re doing with the rest of the field. You can compare experiences, solve problems, share solutions, and be inspired. Plus I can share meals with some of my colleagues (and meet new ones!).

I’ll not only be attending but hope to lead a session or two to support the good work happening at history organizations around the country. It’s a terrific way to work with others to address a hot topic, provide different perspectives on a common issue, and yes, shape the future of the field–so I hope you’ll join me in proposing a session to support your colleagues.

AASLH has moved beyond the traditional three-panelists-and-a-moderator format to include roundtable discussions, in-depth workshops, debates, and a series of quick presentations to allow more variety, so if you have an idea for an educational session, there’s probably an interesting way to present it. I’m having a hard time choosing!

Like most conferences, a committee reviews proposals to assemble the program. Because this is a national conference, they’re looking for sessions that address issues that are affecting history organizations nationally, offer a national perspective on a topic through a geographically diverse session, or relate to the conference theme. Avoid “show and tell” sessions about a program or event that’s unique to your organization and can’t be easily duplicated by others (plus they tend to be really boring self-congratulatory panels). Finally, the attendees want results to justify the time and money they’ve spent at the conference. What will they learn? It’s got to be more than “understand” and “appreciate”–that’s far too vague. By the end of the session, what will they specifically know, what will they be able to do, and how will they feel (e.g., more confident, less confused)?

AASLH is accepting proposals until December 20, 2023. Because proposals are prepared online, it may be difficult to know what information they are seeking, so I’ve attached a one-page summary of the core questions to answer.

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.

Continue reading

New NEH Interpretive Planning Grant for Small Organizations

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).

Planning for the 250? This Webinar Will Help You Get Started

Join Conny Graft and Max van Balgooy on May 24 at 3:00 pm Eastern for a ninety-minute webinar on interpretive planning as we prepare for the U.S. 250th anniversary in 2026. To help you feel more confident in this specialized topic, we will discuss the basic process of interpretive planning, provide a simple rubric to develop goals, and distinguish topics and themes (and why themes are more valuable). As a bonus, we’ll briefly mention ways to identify target audiences and expand your thinking about methods and formats. Registration is $20; $10 for AASLH members.

It’s the start of a three-part series on interpreting the 250th at historic sites and house museums. Other sessions will dive into the field-wide themes for the 250th with Ashley Jordan (African American Museum in Philadelphia) and Steve Murray (Alabama Department of Archives and History) and offer an interactive platform to workshop ideas with fellow practitioners with Sarah Pharaon (Dialogic Consulting). Whether you have a clear tie to the Revolution or not, this webinar series will help you make history relevant and captivating for your audience. Attend all three webinars for $55; $25 for AASLH members.

The American Association for State and Local History is hosting these webinars. Scholarships to attend all three webinars are available on a first come, first served basis, thanks to support from the Classical American Homes Preservation Trust.

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

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.

Continue reading

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.

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

Retooling Professional Development for the History Field’s Leaders

The History Leadership Institute is among AASLH’s professional development programs being retooled to better meet the needs and interests of the history museums, historical societies, historic sites, archives, and other history organizations.

This year I’ve been involved in evaluating and designing a new framework for the most valuable membership benefit of the American Association for State and Local History: professional development. Surprised it ranks so high? When you step back and look at what AASLH offers—annual meeting, History News, books, technical leaflets, webinars, workshops, Standards and Excellence Program for History Organizations (StEPs), History Leadership Institute—you realize that they all sharpen the skills and help advance the mission of history organizations. Over the past two years, Conny Graft and I have designed a new framework for creating and aligning these professional development programs, and once it’s been approved and adopted, I’ll share more about this project in a future post.

I’ve also been involved in rethinking the History Leadership Institute (HLI) to better meet the needs of today’s mid-career professionals. The content has been continually tweaked, but more visible is the shift from November to June and a hybrid format. HLI now consists of two weeks online and two weeks in residence in Indianapolis, responding to the needs of professionals who want a better work-life balance and the availability of technologies to effectively deliver online learning experiences. What hasn’t changed is that HLI grapples with the tough and critical issues facing the field in a collegial environment. Although the schedule is still under development, you can get a sense of this by some of the facilitators who will be joining us in June 2020:

  • Cinnamon Catlin-Legutko, Illinois State Museum
  • Anne W. Ackerson, Leading by Design
  • Randi Korn and Stephanie Downey, RK&A
  • George McDaniel, McDaniel Consulting
  • Norman Burns and Richard Cooper, Conner Prairie
  • Erin Carlson Mast, President Lincoln’s Cottage
  • Trevor Jones, Nebraska Historical Society
  • David Young, Delaware Historical Society
  • Sarah Pharaon, International Coalition of Sites of Conscience
  • Richard M. Josey Jr, Collective Journeys

We’re also including a session by the Frameworks Institute on their research on American’s attitudes towards history, part of the larger “Framing History” project of AASLH. Whether it’s a historical society communicating with new audiences, an academic department talking with potential majors, or a museum making their case to funders or legislators, this project will provide history practitioners with tools to frame their messages as effectively as possible.

If you are interested in participating, please submit an application by December 15. Participation is limited and scholarships are available. For more details, visit HistoryLeadership.org.

Revealing the Big Ideas in Reimagining Historic Sites

At long last, Ken Turino and I have gotten Reimagining Historic House Museums off of our desks and it was released at the American Association for State and Local History annual meeting in Philadelphia in August (all copies sold out!). But there’s no rest. We’ve been encouraging contributors to discuss their chapters at state, regional, and national conferences (Ken, Monta Lee Dakin, and Steve Friesen are presenting this week at the Mountain-Plains Museum Association conference in New Mexico) and we’re debuting a new presentation about the big ideas that cut across the chapters in the book in New York City next week.

Our “Places that Innovate: Reimagining Historic Sites” presentation is part of a HHT-NYC series on Places that Make a Difference.

The Historic House Trust of New York City and NYU’s Archives and Public History MA Program have invited us to talk about these big ideas, which include the need to have a mission that’s meaningful, to cultivate holistic thinking, and to support risk and experimentation. Lisa Ackerman, the chair of the HHT, will join us for a local perspective on these topics. We’ll be in the auditorium (Room 113) at the King Juan Carlos I of Spain Center (sounds really grand!) at 53 Washington Square South from 6:00 to 7:30 p.m. on Thursday, October 3. Admission is free, but registration is required.