Strategic Thinking and Planning

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Strategic Thinking and Planning, Second Edition is volume four in the Museum Trustee Association's Templates for Trustees series. The book and customizable web-based templates feature tools that help boards to consider their options, identify their priorities, and plan their actions at this critical moment in a museum's life cycle. In addition to the manual and on-line website, purchasers have access to the ongoing assistance of MTA staff.

This book and the accompanying templates models the kind of thinking that is required not only to create a strategic plan that is tailored to each institution, but also to stay focused on the strategic aspects of governance while implementing that plan. Planning teams are introduced to exercises and tools that will help them focus on what's most important to the future of their institution. In using the templates, they will adopt new ways of analyzing information and thinking about their museum's mission that will make them more effective leaders.

TheMuseum Trustee Association was formed as a committee of the American Association of Museums (now known as the American Alliance of Museums) in 1971. The Museum Trustee Association broke away from AAM in 1986 and received its federal IRS 501(c)(3) status in 1991. Since then, MTA has been governed by an elected Board of Directors representing diverse regions of the United States, Caribbean, Canada, and Mexico, a variety of museum disciplines and sizes, and wide-ranging areas of expertise in trusteeship. All are current or former museum trustees, and several are founders of MTA.

Daryl Fischer founded Musynergy Consulting in 1993 to provide strategic and interpretive planning, audience evaluation, and board development services to museums and other cultural nonprofits. Her service on numerous nonprofit boards including the Urban Institute for Contemporary Arts (Grand Rapids, MI), the Visitor Studies Association, and the Progressive Women's Alliance of the Lakeshore has given her a profound appreciation for passion, energy, and expertise board members bring to the organizations they serve.

Laura B. Roberts is principal of Roberts Consulting, working with cultural nonprofit organizations on strategic planning, assessment, and organizational development. She is the chair of the Central Square Theater in Cambridge MA and former chaired the boards of Tufts University Art Gallery, MassHumanities and First Night Boston. She teaches museum and nonprofit management at Harvard University Extension, Bank Street College of Education, and Northeastern University.


Foreword About Templates for Trustees Using the Templates for Trustees Online App Strategic Thinking and Planning User's Guide Acknowledgements Introduction: A New Approach to a Familiar Exercise Chapter 1 - Phase 1: Plan to Plan Chapter 2 - Phase 2: Clarify Mission, Vision, and Values Chapter 3 - Phase 3: Scan the Environment Chapter 4 - Phase 4: Determine Strategies Chapter 5 - Phase 5: Develop Performance Measures Chapter 6 - Phase 6: Develop Operating Plan and Budgets Chapter 7 - Phase 7: Report and Monitor Resource Guide for Strategic Thinking and Planning Appendix: Mission, Vision, and Values Statements About the Museum Trustee Association and the Authors

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Strategic Thinking and Planning
E-Book (epub)
Rowman & Littlefield Publishers
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3.79 MB
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