A changing American Swedish Institute reflects a changing Twin Cities |
Once in a museum or
science center’s life, if it is fortunate, it is able to reinvent, redefine, or
renew itself on a major scale. It
may re-craft its mission, vision, and values. It may expand its current home or
create a new home.
The impetus for such a
major change may come from a strategic plan that points to growth. Evidence of
a need for more space to serve a growing audience or to provide additional
services and amenities may come from attendance data, stakeholder input, and
industry benchmarks. Perhaps a long-awaited opportunity to be part of downtown
redevelopment ripens. Funder interest may be more promising than usual.
Typically a combination of these factors converges to set the stage for a
museum’s next iteration and move it into its future. In these major projects,
the thrust of cumulative choices may emphasize greater civic prominence, an
impressive architectural presence, or deeper engagement with a changing community. A
museum’s transformation may change the local cultural and civic landscape of its city or town.
Regardless of the factors
that converge, the scale of the enterprise, or the gathering momentum, bumps
are inevitable during the course of a large project. Some are simply due to the
nature of a complex effort. Others result from external conditions that would
have been difficult to anticipate, like the 2008 recession. Still others come
from prematurely launching a project without the key pieces being in place.
Yes, it is important to do
a market analysis, a fundraising feasibility study, identify campaign
leadership, select an architect, and hire on exhibit planners. Conventional
project planning and management, however, kick in later in the process than is
often recognized. The earliest stages of a project are difficult to visualize,
but they are truly formative. The early swirl of questions and possibilities
can be hard to manage and consolidate; but they must be addressed. The desire
for a set of concrete ideas of the future and actions for getting there can be
very insistent.
Before firing up the board
and staff and reinvesting in its future, however, an institution needs to step
back, re-examine its past performance, its current status, and its core purpose.
It needs to engage in repeated consultation and clarification prior to
developing definite plans, concrete steps, and long-term commitments.
The outcome of this
critical period of exploration is clarity around a vision that will
guide and inspire the project; a process that will support and deliver
on that vision; and the position the museum hopes to assume in its
community and among its stakeholders.
This sounds simpler than
it is. Not only are board and staff eager to get going, but this stage of
planning requires both patience and focused attention on institutional planning
practices. Perhaps more challenging is how vision, process, and
position entwine and interact; they can easily lean into, meld with, and
be confused with one another. Yet they are decidedly separate and make
distinctly different contributions to the endeavor. To confuse them can cause
problems and require course corrections along the way. Clarity around vision,
process, and position is often what distinguishes two equally ambitious
projects from one another.
Vision Leads
Contrary to numerous
examples, a project vision is not a list of superlatives: the best, the most, the premier, or world
class. Big is not a vision, nor is having concepts for five galleries. Like a museum’s strategic vision, a project vision is a compelling response to community priorities and recognized needs based
on what a museum does consistently well and is recognized for. In short, where
it matters.
Creating a vision is a
prelude to uncovering opportunities and developing future plans. A museum must look out at its community and connect
those priorities and challenges with its own mission and assets. This phase
explores questions such as: What are present and future challenges to the
quality of life in our community? What are community priorities for the
audience we hope to serve? How might we respond to these needs? In the past,
what have we done especially well? What does the community see as our
contributions and our assets? What is our current and likely future strategic
context? What else is on the local cultural and learning landscape?
To explore these
questions, a museum will engage a range of stakeholders
including members, donors, parents, voters, politicians, other organizations,
educators, and business leaders to assure varied perspectives from across the community.
Some people are able to imagine and articulate the existing and emerging
community needs a museum might respond to. Others will share their interests
and motivations for using services. Information and perspectives are gathered
through interviews, focus groups, visitor panels, environmental scans, and
readily available needs assessments.
Pushing hard
on what will distinguish a museum and help it flourish is invaluable. By connecting the big, pulsing dots between itself and its community, a museum
can make its vision for the project both more compelling and more responsive to
needs. To draw others to the project and engage their support, a museum's vision must be
roomy enough for others to find a home for their hopes and aspirations. Such a vision
also integrates internal and external factors: the museum’s interests,
capacity, and conditions and those of the community. As such, a vision is a durable guide for board and staff in planning, making decisions, assessing
choices, and brokering priorities.
Process Supports
A major museum planning
project is a matryoshka doll of processes, nesting at successive scales yet all in
service to realizing the vision. The visioning process moves from gathering and
distilling stakeholder perspectives and information; to finding synergies among
priorities, interests, assets, and opportunities; to bundling significant
threads in compelling ways; and finally to testing, refining, and adopting a
vision. Not only is this where opportunities and innovation are to be found, but arriving at a vision through a broad, inclusive process removes a great
deal of risk for a project. If well conducted, it ensures the plans that do
emerge will be robust, appealing, and have community support to see them to
fruition.
By defining the nature and
magnitude of likely change–relocation, a new building, a strategic level change
in audience, a focused role in workforce development–this initial process lays
necessary groundwork for charting successive master planning steps. It must be
completed before launching the parallel, intersecting master planning processes
of exhibit-experience-program planning, architectural-facility planning,
fundraising planning, business planning, etc.
These intertwining master
planning processes help realize the vision by shaping the building, cultivating
resources, building awareness, and operationalizing the vision. At the very
heart of what a museum hopes to accomplish, however, and at the head of the
queue for getting there, is planning the visitor and learning experiences in
exhibits and programs. Without a well-developed, attractive image of the
museum’s transformational change, what it will look and feel like for visitors,
and what it will mean for the community, experience and exhibit planning are challenged to move forward in a meaningful way. A list of topics, hope for attracting a broader age range, and ideas about a "wow" experience is a limited alternative to a full and inspiring vision. Other decisions and processes
build on how exhibits will fulfill the project vision and look to a clear and shared vision
as well.
At any scale, a process
choreographs steps that engage players and their expertise and perspectives. It
allocates resources for accomplishing tasks in concrete ways that help move
towards and realize the vision. A museum’s internal capacity in experience
planning, operations, finance, development, and leadership is as critical to
any process as multiple perspectives, coordination among steps, time, and
accountability to assure the museum moves forward with the process.
Position Follows
A solid position in a
community and among stakeholders is invaluable for a museum embarking on the
multi-year process of major institutional growth and change. Position, how a
museum is recognized, viewed, and valued in the lives and minds of its visitors,
donors, and decision makers, reflects what it accomplishes for its
community and itself.
A secure position
builds on where a museum has consistently delivered value and been successful, rather
than on what it finds attractive among its peers’ positions, locally or nationally. Sometimes a museum will over focus on how it wishes to be viewed on the local cultural, learning, and
social landscape or with a particular stakeholder group without realistically
considering its own history, actual capacity, or the current context. Claiming a position that involves going toe-to-toe with a local museum
already well established in that spot is a costly and risky proposition. A
museum wants to be confident its position is one it can actually and
effectively assume over time.
Recognizing its
value from the standpoint of others offers insights that can challenge a museum's view of itself. Questions about itself and potential position might ask: Is this position true to our
deeper purpose? Is it validated with our distinct products, experiences, and
expertise? Does it enable our growth? Does it bring something to the community
that is missing and valued? Is it already occupied by another organization? A realistic assessment of a museum’s distinct contribution to its
stakeholders and a track record it can point to with confidence (if not great
pride) strengthens its position.
For these and other reasons, a museum’s position benefits from a clear, strong vision grounded in hearing community voices about what they need and want that is not being provided and which aligns with a museum’s mission territory. At the same time, attention to position can strengthen a vision, a major project, and a museum over its lifetime. Focusing on position can sharpen a project’s vision by considering it from both internal and external perspectives. It can help coordinate a complex project by pointing to a common aim expressed across multiple dimensions of this remarkable opportunity. Finally, it can set a museum up to increase capacity, invest resources, and build a track record that will continue when the project ends and the next phase begins.
For these and other reasons, a museum’s position benefits from a clear, strong vision grounded in hearing community voices about what they need and want that is not being provided and which aligns with a museum’s mission territory. At the same time, attention to position can strengthen a vision, a major project, and a museum over its lifetime. Focusing on position can sharpen a project’s vision by considering it from both internal and external perspectives. It can help coordinate a complex project by pointing to a common aim expressed across multiple dimensions of this remarkable opportunity. Finally, it can set a museum up to increase capacity, invest resources, and build a track record that will continue when the project ends and the next phase begins.
Working Together
Regardless of how a museum
goes about its early stage of a major project, its vision, process, and position have to work together. Vision should lead, process should support, and position
should follow. Allowing these to get out of balance or confused one with
another can slow down planning, use resources, and erode morale and
credibility.
Launching a process
without a solid project vision is setting off on a voyage where little is known
about the purpose of the journey or its destination. With the enthusiasm that
characterizes most beginnings, a museum will gather expertise, form teams and
committees, make-up timelines, and start activities. Before long, however,
teams will be revisiting the same questions and encountering obstacles that
require inspiration and direction from a vision to resolve them. Multiple starts,
lost time, and frustration characterize a process leading the way and
untethered to a vision.
When position assumes too
great a priority, especially too early in planning, a museum tends to focus on
what’s new, now, and wow rather than on its mission, strategic interests, and
strengths. For instance, a museum might claim an attractive niche without
understanding it well or without the track record, reputation, or related
capabilities required to occupy it fully. Without a clear vision for guidance,
a museum, in fact, assumes an image or a posture rather than a meaningful position
grounded in actual relationships and accomplishments.
Pressure from many sources
to get the project going nearly assures that a museum will not focus too much
on vision or for too long. Occasionally, however, a museum does become enamored
with crafting a vision for its project. Lingering around the vision can keep a
project on too lofty or aspirational a plane, allowing the vision to become too
grand, precious, or simply unrealistic in scale.
Reinventing, redefining,
or renewing itself on a major scale is a huge opportunity for both a museum and its
community; it is a reinvestment in their futures. The early stages of exploration set
the stage for great possibilities. It is the time to shape a compelling vision that can guide and inspire a process for
realizing that vision and can help the museum assume the position to which it
aspires.