Products 2017-12-20T16:47:05+00:00

Today’s accelerated pace of decision-making combined with the emphasis on accountability and transparency increases the pressure on museum staffs and boards to efficiently and innovatively craft tactics and strategies.

Now the analytical tools and models used in other industries to analyze information and to explain decisions have been adapted for museums and historic sites.  You can walk your board members, staff, donors, visitors, and other stakeholders through your decision-making process with ease.

The models are divided into three categories, according to their purpose:

Organize

Plan

Strategize

Organize

The Organize Models are diagnostic tools that identify redundancies, complications, or obstacles to completing goals.

Organize

Tree Diagram

The Tree Diagram details the objectives and actions needed to complete a goal via specific, real life activities assigned to staff members.

The Tree Diagram can answer the following questions:

  • How can we increase attendance?
  • How can we attract a more diverse pool of board candidates?
  • How can we improve our social media presence?
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Organize

Cause & Effect Diagram

Cause & Effect Diagrams help you identify and detail the root, contributing, and possible causes of a problem by building a team’s consensus opinion about the reasons for a problem and try to focus on causes rather than personalities or blame.

The Cause & Effect Diagram can answer the following questions:

  • Why do our tours end late on weekends?
  • Why do we consistently underestimate the time needed to install traveling exhibits?
  • Why is our staff scheduling process so complicated?
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Organize

Flowchart

A Flowchart is a pictorial or diagrammatic representation of a specific system or a process. Shapes represent different steps or procedures, and arrows show the steps and procedures interrelate. Flowcharts show if a process is overly complicated or has redundancies.

The Flowchart can answer the following questions:

  • How can we streamline our ad creation process?
  • How can we improve our ticket purchase process?
  • What are all the steps in our accessioning process?
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Plan

The Plan Models assess impacts and develop solutions to tactical issues.

Plan

Force Field Analysis

The Force Field Analysis identifies all the positive (driving) and negative (restraining) factors that impact the solutions to problems. If your institution is implementing a significant change that requires considerable staff buy-in, creating a Force Field Analysis in a team meeting offers people the opportunity to share their concerns and receive responses in a constructive manner.

The Force Field Analysis can assess the impact of:

  • Adding new tours
  • Changing the exhibition schedule
  • Executing a new fundraising campaign
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Plan

Swim Lanes

Swim Lanes breakout the people and their responsibilities in completing a specific process.

Swim Lanes map when each person contributes to the process, including both guests and staff.

Swim Lanes can be used to diagram the following processes:

  • Booking a group tour
  • Conducting the museum store inventory
  • Posting a digitized image collection
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Plan

Risk Mitigation Model

The Risk Mitigation Model assesses the severity and probability of identified risks. The Risk Mitigation Model lists each risk, its warning signs, probability of occurrence, and a topline mitigation plan. Risk Mitigation Models can be used in conjunction with specific projects, strategic plans, or general operational/tactical plans.

The Risk Mitigation Model can assess the risk involved with:

  • Switching to a new Point Of Sale system for admission and exhibition ticket purchases
  • Outsourcing the fundraising process
  • Accepting a unique gift
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Strategize

The Strategize Models assess and analyze issues affecting an institution’s ability to implement its strategy.

Strategize

Blindspot Worksheet

The Blindspot Worksheet diplomatically identifies the biases, sacred cows, assumptions, misconceptions, and inaccuracies that can adversely affect strategic planning or prevent the institution from making changes. Risk factors can be assigned to each blindspot, and ramifications discussed.

The Blindspot Worksheet can analyze:

  • The exhibition schedule
  • Fundraising expectations and goals
  • Visitors’ perceptions of the museum
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Strategize

SWOT

Strength-Weakness-Opportunity-Threat (SWOT) charts are used to assess the current position or environment of an institution, a product, a service, or a strategy. SWOT charts are best used in response to a specific issue or question. SWOTs have morphed into a tool that summarizes the key strengths, weaknesses, opportunities, and threats for an institution, departments, or product lines.

The SWOT can analyze:

  • The museum’s reputation in the community
  • Recruiting practices
  • The effectiveness of an annual gala as a fundraising tool
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Strategize

GAP Model: Services

GAP Model: Services identifies the differences between an institution’s perception of its services and the guest’s perception of those services. GAP Model: Services helps institutions determine exactly where problems may exist in its service chain and then create solutions to resolve the problems by exposing five gap points where the institution’s perception and the guest’s perception of the service process may diverge.

The GAP Model: Services can be used to:

  • Investigate increased complaints about ticket purchasing
  • Improve museum store shipping procedures
  • Evaluate visitor satisfaction with admission procedures
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Not sure which model to select?

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Additional
Services

Model Review
Service

Already completed your model? Ready to present your work to your board or manager? Our Advisory Service offers an expert, independent review of your model – increasing your confidence in your model and your presentation. You will receive an overall assessment, plus line edits and notes throughout the model to highlight elements of your analysis and evidence that are strong or need improvement. You will receive your assessment within 5 to 7 business days.

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Custom Model
Service

Interested in another model described in Museum Operations: A Handbook of Tools, Templates, and Models? We can create a custom proposal to meet your needs. Order your proposal here. We will contact you for additional details. Fees and due dates will be established in the proposal. An initial $100 consultation fee is charged.

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Museum & Historic Site
Case Study Facilitation

Looking for a staff development activity? We offer a one-day workshop that teaches one of the case studies in Museum and Historic Site Management: A Case Study Approach. You select the case; we facilitate the discussion for 2 to 10 people. After receiving your order, we will contact you to select a date. Travel expenses will be billed separately.

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Books Available for Purchase

Museum and Historic
Site Management:
A Case Study Approach

Purchase Online:

Amazon
Publisher

Museum Operations:
A Handbook of Tools,
Templates, and Models

Purchase Online:

Amazon
Publisher