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DIY Strategic Planning for Small Museums and Collections

Girl Scout History Conference

Indianapolis, IN

October 29, 2008

Workshop Leader

Cinnamon Catlin-LegutkoDirector

General Lew Wallace Study & Museum

Crawfordsville, Indiana

AGENDA

• Introductions• What is a strategic plan and why is it needed?• What will the plan look like?• Steps to creating a strategic plan• Getting organized• Creating the plan• <Break>• Formatting the plan• Redefining and adopting the plan• Putting the plan to work• Conclusion and Q&A

Introductions

• Who are you?

• What’s your experience and where are you in relation to strategic planning?

What is a strategic plan?

A systematic process through which an

organization agrees on, and builds

commitment among key stakeholders on,

priorities which are essential to its

mission and responsive to the operating

environment.

Or, more simply, the process of determining as a group:

• where your organization wants to go

• what your organization wants to accomplish

• how you’ll direct the organization and its resources towards accomplishing the goals

Why is a strategic plan needed?

• Define purpose

• Establish goals

• Communicate goals

• Develop ownership

• Ensure efficiency

• Form baseline measurements

• Improve decision making

• Establish consensus

• Find a clearer focus

• Build a bridge between staff & board

• Create teamwork

• Elicit satisfaction

• Increase productivity & effectiveness

• Solve major problems

What will the plan look like?

• Strategic vs. operational and long-range planning

• Choosing the plan’s length of time

• Sample plans

Steps to creating a strategic plan

• Getting organized

• Taking stock of where you are

• Determining where you want to be

• Determining how you want to get there

• Redefining and adopting the plan

• Putting the plan to work

Getting organized• Key players

• Time commitment

• Understanding your institutional climate– Activity: Is your organization ready for

strategic planning?

• Choosing a planning process

• Using a consultant or facilitator

Creating the Plan• Preparation

– Select project leader– Identify operational categories

• Activity: Determining Operational Categories

– Distribute worksheets

• Session Design - Brainstorming– Ice-breaker exercise– Ground rules– “Before the Storm” Worksheet– Group brainstorm– Begin vision work

Determining where you want to be

• Follow-Up Session (Day 2)– Draft a vision statement– Draft a mission statement

Formatting the Plan• Introduction

• History of the organization

• Vision statement and mission statement

• Strategic goals

• Evaluation

• Implementation schedule

• Task lists

• Action plans

Redefining and adopting the plan

• Solicit comments as broadly as possible

• Obtain official approval of the plan

Putting the Plan to Work

• Monitoring the Plan

• Measuring Outcomes

• Managing Change– Action Plans– Change Documents

Conclusion and Q&A

Contact Information

Cinnamon Catlin-Legutko

General Lew Wallace Study & Museum

PO Box 662

Crawfordsville, Indiana 47933

765.362.5769

[email protected]