Keeping up with Change: Strategic Planning for Cultural Institutions
Management & Administration
Start Day and Time
Wednesday May 10 9:45-11 a.m.
Venue and Meeting Room
264 America's Center
In this session, you will learn about one innovative and tested framework for producing strategic plans across cultural organizations. This session aims to help organizations of all sizes understand why strategic planning is important and how an organization might approach this essential exercise. Participants will complete a mock strategic plan as a group.
- Learn why strategic planning is important for cultural organizations of all sizes, and learn one innovative and tested framework.
- Learn to effectively engage in the public consultation process in order to consult with a broad and diverse range of stakeholders.
- Learn how to use specific tools in the the strategic planning process such as workbooks, implementation plans, and board retreats.
Chief Planning Officer
Whitney Museum of American Art
Amy Roth is Chief Planning Officer of the Whitney Museum of American Art, which relocated in May 2015 from its Madison Avenue home of nearly forty years to a new, Renzo Piano-design building in Manhattan's Meatpacking District. Prior to leading strategy and planning for the Whitney, she was its Director of Corporate Partnerships for nearly a decade. Prior to this, she was a foundation and government relations manager and a financial analyst. She has been on the Board of Directors of the Madison Avenue Business Improvement District for ten years and is an alumna of Columbia Business School and Harvard College.
LORD Cultural Resources
Gail Dexter Lord-experienced, innovative, effective, creative-is one of the world's foremost museum planners. Gail has extensive experience in the museum and cultural sector and brings exceptional vision and knowledge to each of the projects she leads. Gail has been instrumental in developing the field of museum planning, having co-authored with Barry Lord The Manual of Museum Planning, 3rd edition, AltaMira Press, California, 2012 (Co-Edited with Barry Lord and Lindsay Martin); 2nd edition (rev.) AltaMira Press, California, 2003 (Co-Edited with Barry Lord); 2nd Edition, The Stationery Office, London, 1999, 1st Edition, The Stationery Office, London, 1991 (Co-Edited with Barry Lord), The Manual of Museum Exhibitions (2002), The Manual of Museum Management (1997; re-printed 1998 and 2002; 2nd edition 2009), and The Cost of Collecting (1991). Gail has co-authored with Kate Markert The Manual of Strategic Planning (2007) and The Manual of Strategic Planning for Cultural Organizations (2017) and has published numerous articles on a wide range of museum topics. Gail and Barry's book Artists, Patrons, and the Public: Why Culture Changes (AltaMira Press, California, 2010) focuses on the dynamism of culture in the world today. Gail has co-authored with Ngaire Blankenberg the book Cities, Museums and Soft Power (AAM Press 2015) which explores how museums can activate their soft power in the 21st Century.
Hillwood Estate, Museum & Gardens
Kate Markert is Executive Director Of Hillwood Estate, Museum & Gardens in Washington, D.C. where, as the result of a strategic planning process, a special exhibition program and revitalized gardens have spurred a 50 percent increase in attendance over 5 years and tripling of the membership. She has been Director of the Wadsworth Atheneum in Hartford Connecticut, Associate Director of the Walters Art Museum and Deputy Director and Acting Director of the Cleveland Museum of Art. She is on the Visiting Committee of Longwood Gardens and is a member of the Association of Art Museum Directors and the Directors of Large Gardens. She has a Master of Arts in Art History and a masters degree in business administration.