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Managing in Tough Times: 7 Steps
The Bridgespan Group
Tough times force hard choices. And these are rapidly becoming
the toughest times most of us have ever seen. Even for nonprofit
leaders who are accustomed to 'making much of little,' the
repercussions of the unfolding economic downturn are likely to
pose unprecedented challenges. It’s hard to imagine that many
(if any) of us in the sector will escape unscathed.
So what to do? Not surprisingly, there are no easy, or even
particularly novel, answers to that question. But learning from
what others have done before in the face of less severe
financial crises can be extremely useful. To that end, we’ve
begun collecting insights and advice from our clients, from
other nonprofit leaders and experts, and from our own
leadership. The results are sketched below. We’ll be adding to
and complementing them over the coming weeks and months, as we
all learn more about what it takes to manage successfully
through tough times.
1.Act quickly, but not reflexively, and plan contingencies. Acute anxiety tends to provoke
one of two responses: unthinking activity or
deer-in-the-headlights paralysis. Both are understandable;
neither is helpful. The challenge is to be both fore-thoughtful
about the decisions you will need to make and fleet-footed in
implementing them at the appropriate time.
In the current climate, this means taking immediate action: to
manage costs aggressively; to do away with nice-to-haves (both
because they are easily expendable and because of the signal it
sends to the whole organization); and to delay undertaking new
initiatives. It also entails developing explicit contingency
plans, even if your organization is not yet feeling any pain.
Waiting to get specific until the wolf really is at the door
will not make the choices any easier, but it will sharply
increase the likelihood that the available options will be fewer
and more draconian.
Recessions are a time to keep up hope, and to plan, quite
explicitly, for the worst, recognizing that troubles may unfold
in fits and starts. Having Plans B, C, and D in place and
knowing when to move to each can mean the difference between
pacing your organization through a marathon and a slippery slide
into financial and organizational exhaustion. How to craft
contingencies? Many organizations start by asking themselves
what they would do if they had to cut their budget by 10
percent, by 20 percent, and even by 30 percent. They also
specify the tripwires that would cause them to move from Plan A
to Plan B, C, or D: an X percent fall in fee-for-service
revenues, for instance, or a Y percent drop in donations or
foundation funding, or a Z percent decrease in the
organization’s cash reserves. A community-based after-school
program with multiple sites, for example, might establish
contingencies that called for renegotiating rents immediately;
reducing staff and filling positions with volunteers as Plan B;
consolidating one or two sites as Plan C; and consolidating to a
core site as Plan D. Painful as each shift would be, both for
clients and staff, the pacing signals clearly that the
organization is doing all it can to preserve services and to
keep the core of its mission alive.
2. Protect the core.
The bad news is that financial constraints may mean you cannot
pursue all of your current activities. The good—or at least the
less bad—news is that not all of them are equally essential in
terms of impact. Now is the time to allocate your discretionary
dollars and best staff to the activities that make the greatest
difference in your ability to achieve and sustain results: the
programs and services that have the greatest impact on those you
serve; and the organizational infrastructure required to support
them. It is also the time to consider whether you need to cut
back or discontinue less critical activities—and to ask
yourself, “If not now, when?”
Acting on this advice requires clarity about the programs and
services that matter most, and about where your discretionary
dollars are currently going. Your organization’s leadership may
already be clear about what the most important priorities are.
But if they aren’t we strongly recommend bringing board members
and key staff together to wrestle with three critical questions
that can help to create that clarity: “What results are we
trying to achieve, and for whom?” “How do we achieve them?” And
““What does that really cost?” Until everyone has agreed on the
answers to these questions, it will be hard to develop a real
consensus around which programs and activities are truly core
and which ones, however reluctantly, can be let go.
3. Identify the people who matter most and keep that group
strong.
It’s often said that in good times you need good people; and in
tough times you need great people. Every organization has a
small group of people who are critical to its success—current
and future. If you were to name your strongest performers, who
would they be? Odds are not all of them are your direct reports.
Some are likely to be board members and volunteers; others are
probably less senior colleagues. These are the people who should
be receiving the lion’s share of your attention, so that they
can feel like allies and partners in keeping the organization
focused on its mission and pulling through. This is a time for
shared goals and creative solutions, not individual priorities
and business as usual. Members of the management team, for
example, might agree to take voluntary pay furloughs in order to
keep frontline staff at full strength.
Getting clear about who your strongest performers are also will
stand you in good stead should the decision to lay off staff
become necessary. It won’t make the process less painful, but it
can reduce the odds that the layoffs will compromise the
organization’s current and future effectiveness.
4. Stay very close to your key funders. The individual donors
and organizations that know you best are the ones that are most
likely to help you navigate this downturn. Remember that you
don’t have to wait for your key funders to call you. You can—and
should—use this as an opportunity to pick up the phone and call
them: to let them know what you’re seeing and how you plan to
respond; to explain the choices you’re making or expect to make;
to ask whether they can be equally transparent with you about
what they expect their payouts or donations to be over the next
six to 18 months. You might also consider asking your
established donors or foundation funders to talk with their
friends and peers on your behalf. Downturns are usually a time
to be cautious about trying to establish new funding
relationships. But a referral from a trusted source might induce
others to co-invest, at a time when they wouldn’t willingly do
so on their own.
As a general rule, work to free up as much funding as possible
for your highest-priority activities, for example, by
renegotiating the guidelines on restricted grants. It’s also
worth taking the time to analyze your sources of revenue and to
categorize each according to whether it is "in the bank,"
committed, fairly certain, or at risk. Such analysis will allow
you to think through more nuanced financial scenarios over the
coming year.
5. Shape up your organization. Running the kind of
organizational marathon that a recession triggers requires
planning, focus, commitment, and stamina. Like most feats of
endurance, however, it can also engender healthy habits that
will prove invaluable whatever the economic climate. The
imperative of belt-tightening can facilitate hard-to-contemplate
changes that could make your operations more efficient and your
impact greater. Should you merge positions or programs, for
example? Could you combine operations with another nonprofit
provider in your field to lower back-office costs, create
economies of scale, or leverage best practices across
operations? Can you consolidate purchasing with other
organizations in your field or geography?
Similarly, tough times can be the catalyst for taking advantage
of low- or no-cost opportunities to improve internal operations
and make it easier for people to work smarter—and not just
longer and harder. For example, identifying the organization’s
critical decisions and then being explicit about whose
responsibility they are will reduce the amount of time spent on
inconclusive discussions (and the attendant frustration)
dramatically. Establishing formal or informal linking
mechanisms, such as cross-functional teams or liaisons, can make
it easier for people to coordinate their efforts and to share
knowledge. Clarifying and refining essential work processes will
allow everyone to take advantage of best practices and avoid
reinventing the wheel.
Finally, while this obviously isn’t the moment to engage in
high-growth-mode hiring, it may be the time to think
strategically about bringing someone with different skills, or
skills you previously might not have been able to access, onto
your leadership team. Chief financial officers are a prime
example. In the face of huge demand for the best-and-brightest
financial talent, nonprofit organizations have typically had
great difficulty filling this position. But with a decidedly
less robust for-profit job market and many folks re-evaluating
what matters most in their work, this may be changing. The
challenge (as always) is to be scrupulous about your due
diligence, so that if you do make an offer, you’re sure it’s to
the right person.
6. Involve your board. Now more than ever, your board
needs to be both well informed about the organization’s
financial health and a central part of the planning process. In
times of crisis, everyone expects to step up to the plate. As
the organization’s fiduciary trustees, your board members are
very much part of the “everyone.” Board members can make
important contributions in multiple ways: by providing
experience and expertise from other domains and sectors; by
helping to pressure test your assumptions and plans; and by
playing an especially active role in the organization’s
fundraising efforts. They may also be able to provide focused
operational support to complement staff efforts or to fill a gap
if staff must be laid off. At times like these, board members
should expect to be called upon. They should also expect that
what they will be called upon to do will be well considered and
appropriate. Effective work on their part, therefore, likely
will be to require thoughtful and tactful management, not only
on your part but also on that of your board chair.
7. Communicate openly and often. The only thing worse
than sitting, helpless, on a train that has slowed its speed or
come to a halt in mid-journey, is not knowing why, or how long
it will last. Passengers get antsy, worried, and even
panic-stricken. Good conductors are on the intercom every few
minutes explaining the situation, its root cause and when travel
is likely to get back to normal. The best conductors will even
suggest how passengers can make the most of their delay and
boost morale with small gestures like telling local tales.
Leading a team through tough times calls for similarly open and
frequent communication from the top. People need to know that
leadership has a handle on the problem and a plan to address it.
They want to know where they stand, what the organization’s
prospects are, how and if they change, and what they can do to
help.
Leaders who have weathered past downturns find such transparency
is one of the best ways to keep teams engaged and
enthusiastic—focused on the needs of the people they are serving
and not on the organization’s woes. Here, too, small gestures
count: rewarding with frequent praise when staff redouble
efforts and tighten belts; serving as a role-model in reducing a
non-essential expense, or rolling up your sleeves to fill a gap
on the front line. Remember that there is a world of difference
between reactive pessimism and hard-headed determination. People
will look to the leader who sees and conveys the brighter
future.
IN CONCLUSION
Steps taken to manage through tough times tend to endure. Making
the wrong choices—across the board cuts that weaken everything
you do, for example, or fostering mistrust and fear by failing
to communicate—will have long-term consequences. But so will
making the right choices: reinforcing the organization’s core
values and mission focus; identifying leaner ways to execute
business as usual; partnering with other nonprofits to be more
effective; getting in the habit of making hard choices; becoming
strategic about consolidations and/or taking new things on. Like
it or not, we’ve probably all been assigned numbers for running
this particular financial marathon. How we run it will make all
the difference to whether—and in what shape—our organizations
are able to cross the finish line.
SIDEBAR: QUESTIONS TO BE ASKING OURSELVES
• Are we managing costs as aggressively as possible?
• Do we know what, specifically, we would do if we had to cut
our budget by 10 percent, by 20 percent, by 30 percent?
• Have we identified the triggers that will set our contingency
plans in motion?
• Do we know which of our programs and activities are
mission-critical, and what each costs?
• Are our discretionary dollars allocated to these programs and
activities?
• Should we be cutting programs?
• Who are the people most critical to our success, now and in
the future?
• What are our most important relationships and are we attending
to them?
• Are we actively in touch with our key funders?
• How much of our revenue is “in the bank”? How much is at risk?
• Are there steps we can take to simplify our operations?
• Should we be thinking about a merger?
• Do we have low- or no-cost ways to strengthen our
organization?
• Is this an opportunity to bring critically needed skills onto
our leadership team?
• Are we involving our board members and using their talents and
connections appropriately?
• Are we helping our folks stay focused on the people and causes
we serve or getting bogged down in our own woes?
Download: Managing in Tough Times: 7
Steps PDF |
Mid-Career Training Program Funded by IMLS: An Interview with
Gretchen Sullivan Sorin, Director, Cooperstown Graduate Program
by Joan H. Baldwin, MANY Program Coordinator
Gretchin
Sullivan Sorin is having a good day. Actually Gretchen Sullivan
Sorin is having a good month. On September 9, 2008 Sorin, the
Director of the Cooperstown Graduate Program, (CGP) received a
telephone call telling her that CGP was the recipient of an
Institute of Museum and Library Services grant, one of eight given
nationwide. The brainchild of a partnership between the Museum
Association of New York (MANY), CGP, and the New York State
Historical Association (NYSHA), the grant will underwrite the cost
of providing mid-career training for museum leaders and emerging
leaders.
“We’d been thinking for a long time about mid-career training,”
Sullivan said. “We know that people who graduated more than 10 years
ago from CGP had a different experience from people in the program
today, and we wanted to know how we could help those who have been
out 10 years or longer.” Sorin contacted MANY Director Anne Ackerson
to discuss how the two organizations could collaborate. MANY had
recently published the first of its white papers, Who’s Next:
Questioning the Future of Museum Leadership in New York State.
One fact that emerged from the research for the paper was that
mid-career training was an unaddressed need in the field.
After Sorin’s conversation with Ackerson, MANY and CGP conducted two
surveys, one of CGP graduates and one of the MANY membership. “We
wanted to know what was practical, how much time people were willing
to give. There are some terrific programs out there if you are
single and don’t have any children,” Sorin said, adding that based
on the survey results, it was clear that many museum directors could
not afford to leave work—much less their families—for the three to
five weeks some leadership- training programs demand.
CGP’s concept was simple. Design a low-residency program with an
online component that would allow participants to stay in contact
with a mentor. “We wanted to tie classroom learning to mentoring,”
Sorin said, adding that many students suggested that while they
understood issues in class, they had difficulty applying them once
they got home. Her goal is to extend the program beyond the
classroom. “We want students to bring problems to the classroom and
then we want to give them a lifeline.”
But providing a mid-career tune-up isn’t the only thing Sorin hopes
CGP’s program will do. In fact she interested in cultural
entrepreneurship, a term she culled from the social entrepreneurial
model. “We’d like to teach museum leaders how to take a measured
risk to move their institution forward,” she said. “We like to teach
them to identify opportunities and to take advantage of them.” And
using team-building skills and case studies, along with an advisory
committee that includes Stephen Elliot, CEO of the New York
Historical Association, Cooperstown, N.Y., G. Rollie Adams, CEO,
Strong National Museum of Play, Rochester, N.Y., Pamela Green,
Executive Director, Weeksville Heritage Society, Brooklyn, N.Y.,
Stuart A. Chase, Executive Director, Berkshire Museum, Pittsfield,
Mass., and Carol Enseki, President, Brooklyn Children’s Museum,
Brooklyn, N.Y.
With the funding in hand, Sorin said she sees the upcoming year as a
building year during which CGP/MANY will pilot its first program.
“It may change dramatically after the pilot,” Sorin cautioned. “It
may be that three or four days is all the time people feel they can
spend. She also hopes to have enough money so that the program can
offer scholarships for housing and food for students during the
on-campus portion of the program.
“We like to pride ourselves about being on the cutting edge in the
field,” Sorin said, adding that this current IMLS grant is the third
federal grant CGP has had during her 13-year tenure.
GenYers Speak Out at 2008 UHA/MANY Conference
by Joan H. Baldwin, MANY Program Coordinator
Anyone who doesn’t believe there are generational differences
between museum goers probably wasn’t in the audience at the session
titled Mass Appeal at the MANY/UHA annual meeting April 14. Led by
Susie Wilkening of Reach Advisors, the panel gave three Generation Y
adults—all of whom were either in graduate school or already working
in the field—a chance to comment on what appeals to them and more
importantly, what doesn’t, when they go to museums.
Wilkening opened the discussion by saying that based on Reach
Advisors’ work, fewer than 25 percent of Generation Y adults enjoy
visiting museums. She cautioned her audience where there was more
gray hair than not, that the Y generation already exceeds baby
boomers in size and that 40-percent of them do not self identify as
Caucasian. Wilkening’s opening question was: What was your first
museum experience? They each remembered particular images:
dinosaurs, a mummy, an outdoor sculpture garden. When she asked
whether they visit museums now, the answers were mixed. A lot of
activities compete for their time. In addition, cost is an issue.
They do view museums as potential date territory especially when it
meant a free admission perhaps with the added allure of food or
music.
Her next question dealt with why they and their friends DON”T go to
museums. Once again, time—there’s not enough of it—and a competing
basket of options from sports to movies to the Internet seems to
keep them away. When Wilkening asked her panel to describe what kind
of museum experience their generation looked for, the overwhelming
answer seemed to be “personal.” And how do you personalize the
museum experience? Not surprisingly, the Internet generation’s
response involved—well—the Internet. They cited Google and Amazon as
Web sites that allow users to personalize their experience and
suggested museums think about using search engines that allow
visitors (or virtual visitors) to “find what they want.” They even
suggested that in the case of very large institutions, being able to
map a personalized tour before you go was a plus. The list of don’ts
also included cost. One suggested that if it costs $12 to go to a
museum or $10 to go to a movie, she and her friends would probably
pick the movie.
But having a Web presence isn’t enough. It turns out that this
generation is quite demanding about Web sites. “What do you want to
see online?” Wilkening asked. The answer? Simplicity. The group
defined a bad Web site as one that was difficult or slow to
navigate. “Eliminate too many clicks,” one suggested. They also
deplored too much text. And they don’t like video much either.
And exhibit designers take note. Generation Y’s dislike for the
written word extends to exhibition copy too. “Two paragraphs are too
much,” one said, adding, “I feel shallow, but I move on.” When
Wilkening asked how to deal with that, the answer was once again,
fewer words. One participant suggested museum labels should be like
bill boards, catching the public while they’re on the run. Worse, it
isn’t only what is written, but the way it’s written. “The language
of everything is skewed toward history professors, not common
people,” one remarked. While another suggested that it’s about
making what’s on the wall more attention grabbing. The group
suggested “Googlizing” copy by highlighting key words. “Industry has
been using color and font for years. Advertising has the research,”
a member of the audience suggested. Are we inviting those companies
to come to the table?”
They feel the same way about technology in museums as they do about
Web sites. Simplicity rules. They are not the generation you will
see standing in front of a painting with a big Acoustiguide glued to
their ears. Instead, they want something small and easy to carry
like their Ipod or their cell phone. They were not enthused about
museums having a Web presence beyond their own dot orgs though.
“Getting a friend request from a museum on MySpace doesn’t feel
authentic,” one said. “It’s just weird.” On the plus side, they were
enthusiastic about email suggesting a minimal message like “Here’s
what is new at…” that employs bite-size information with links to
click. Again, personalizing the choice before offering more
information.
That was a theme that carried over as Wilkening wrapped up the
session. The things they liked included personal choice in the
museum and on the Web. They appreciated user-friendly and
well-thought out exhibitions and Web sites where they felt as though
they were making the choice to stay or go, to read or not to read.
They appreciate free admission or access to a group admission and
they like to socialize and don’t object to meeting their peer group
in the presence of great art.
Trends We Think Are
Important
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External Trends |
Resulting Issues for the Field |
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Demographic Shifts
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Age cohort is an hourglass, not a pyramid
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Increasing diversity of population
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Growing divisions between the have’s and the have not’s
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The potential of Gen X and Gen Y
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The retirement wave that may deplete the field of stable
leadership
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Continuing lack of diversity of museum professionals and
consultants
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The relevance of museum collections and programs to
increasingly culturally and economically divided audiences
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Lack of knowledge/understanding about or ability to embrace
demographic change
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Technology
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“The New Networked Self”
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Information and entertainment on demand and customized
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How to employ technology to reframe audience relationships?
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Museums typically late adopters of new technologies, however
that’s changing and the speed of change will accelerate as Gen
Xers and Yers move up the decision-making ladder
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Leisure Time
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Americans say they are losing their leisure time – it may be
that it’s not the amount of time, but how it is used that’s at
issue
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About 9 hours/year/person are spent on cultural activities
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How to compete in the overheated leisure marketplace?
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Museums losing market share
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How to gather and use consumer information for competitive
advantage?
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Organizational Development
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Continuing emphasis on community connection and pursuit of
relevancy to stay sustainable
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“multiplying missions”
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Need for visionary leaders, but what’s the skill set?
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Volatility in the director position
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Grow skills from within – nurture future leaders
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Proliferation of museums, many unsustainable for the long term
Need for comprehensive data by which to better understand the
field and a shared vision/collective voice by which to connect
with donors and the public
Need for new organizational models
The changing nature of philanthropy and fundraising
Capital expansion
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Rethinking inward vs. outward focus
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“mission tension”
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Dearth of visionary leaders
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“leadership churn” – is museum leadership a renewable
resource?
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Lack of ongoing staff and board development
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Lack of understanding about what a museum is and does (from
within the field as well as from the public)
Culture of the “unique” – are museums where libraries/archives
were 25-30 years ago?
Where/what are the new organizational models? Our
organizational model is largely a 19th-early 20th
century one that can impede or slow collaboration and
experimentation
Philanthropy is more global and more activist; fundraising
more entrepreneurial
Are some/most capital expansions sustainable for the long
term?
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Westbrook Receives
Prestigious Katherine Coffey Award from the Mid-Atlantic
Association of Museums
Introductory Remarks from Coffey Award
Chair, Edie Walsh, PA Historical and Museum Commission
At each
Annual Meeting of MAAM, it is our tradition to set aside a time to
honor one of our members and to reflect upon the achievements of
this person.
Now is the
time for us to bestow the 2006 Katharine Coffey Award for
distinguished achievement in the museum field.
Recently, I
had the question posed to me about an initiative on which I was
working - “Why are you involved in this?” And my response was
“Because I asked for it!!”
In the case of
chairing the Coffey Award Committee and making this presentation for
the third time, I am doing this because, indeed, I asked for it.
When I served on the Board of Directors of MAAM, I volunteered to
chair the committee because I was very intrigued with the award, its
history, and its recipients.
Leadership and
achievement in one’s field has always held a fascination to me – as
I have said before, some people are leaders, some are not and some
pretend to be!
You know when
leadership is present and when it is not!
For this
award, MAAM continues to revere Katharine Coffey and her lifetime of
outstanding work within the museum field. When the Coffey Award was
established, its purpose was to recognize the high attainment of the
professional museum worker. Finding a “person of distinction” was
and is not an easy task.
Guidelines
were established and have been followed to select the Coffey Award
recipient. The guidelines are based on personal attainments and
service.
Service to a
particular museum; to the local community, service on the regional,
national or international levels; and service to the museum
profession.
The Coffey
Award Recipient must also be a museist…described by Dr.
Arthur Parker, former director of the Rochester Museum of Arts and
Sciences who wrote “Not every person who works in a museum is a
museist. The museist of which we particularly speak is the creative
worker…the professional worker…deeply concerned with his objectives
he labors long and earnestly.”
Katharine
Coffey devoted forty-three years of service to the Newark Museum and
fittingly, the first recipient of the Coffey Award in October of
1972 was Hanna Toby Rose who retired from the Brooklyn Museum.
Today, as we
gather in Brooklyn, We are in the perfect place to honor the 2006
museist and Coffey Award Recipient….. Nicholas Westbrook.
Previously, I
had never met Nick …I spoke to him once…so putting this presentation
together was a challenging task.
My search to
find the “real Nicholas Westbrook” took me on many avenues –
including Google!!
I read and
reviewed at length the very thorough Coffey Award nomination papers
about Nick; his extensive resume; and the wonderful letters of
support from his colleagues.
I even spoke
with a few of them…for personal stories and I came away with a few
conclusions…
First, since I
never saw a photograph of Nick Westbrook…I had no idea of what he
looked like until I met him last night. I kept looking for
photographs of him in the Fort Ticonderoga publications…and never
saw one! But, his imprint was everywhere!
So my first
conclusion about Nick is that he is a modest man who works without
fanfare…but, gets the job done! In the words of one of his
colleagues…
“I respect
Nick for his strong work ethic, tireless striving to reach difficult
goals and nurturing the museum community of New York.”
In looking
over his resume, I saw that he has had a wonderful education that
crossed several institutions: he ranked 10th in the
humanities division in the national Swedish university matriculation
examination…and since I am part Swedish, I thought that was rather
special. I hope he will tell us about that!
He is a
graduate of Amherst College with honors and the University of
Connecticut and has studied for his Ph.D at the University of
Pennsylvania.
Another part
of the puzzle of Nick Westbrook emerged: he is well educated!
In reviewing
his professional work in the museum field, I could literally follow
his progress from one institution to another:
He started as
a museum director at the Saratoga County (NY) Historical Society and
then, moving on to Saratoga National Historical Park…back to New
England at Old Sturbridge Village and on to the Minnesota Historical
Society and finally to become Executive Director and CEO of Fort
Ticonderoga.
My revealing
clue here was that he must enjoy cold climates!!
But, it is IN
his membership and IN his service to the Museum of Association of
New York (MANY) that finally gave me his real measure.
The authors of
the supporting letters, listed and wrote with glowing sincerity of
Nick’s contributions and I quote:
1.) “His
leadership as President proved pivotal in the evolution and progress
of the organization. Without question, his direction, diplomacy and
perseverance reinvigorated MANY.” Randall Suffolk, Director, the
Hyde Collection
2.) “Early
this year (2006) the New York State Board of regents approved new,
more rigorous standards for the permanent chartering of museums in
New York. The total package is intended to ensure that institutions
do not stumble and fail because of ignorance of professional
practice, lack of appropriate planning or of understanding ethical
and fiduciary obligations. Without the leadership of Nicholas
Westbrook, these new standards would not be in place.
To achieve
this result, Nick brokered a partnership with the New York State
Education Department, the chartering entity for museums; and the New
York State Council on the Arts, the major source of State Funds for
museums. This could hardly be a match made in heaven.
The museum
community in New York is diverse and vocal; State government is
complex and often seems impenetrable from the outside.
Nick Westbrook
stormed the battlements with confidence and determination.
He solidified
a strong and positive public/private coalition, persuading the State
leadership that dealing with the issue of standards was a priority
and in the public interest.” Carole Huxley, Deputy Commissioner,
Office of Cultural Education, The State Education, Department, the
University of the State of New York.
These provided
for me the characteristics of courage and determination possessed by
Nick to tackle State bureaucracy and his own museum community to
indeed be that museist…the creative worker, the professional
worker…laboring long and earnestly.”
And finally
the last clue…his work at Fort Ticonderoga has been for him like a
dream come true … according to Anne Ackerson, one of my Nick
Westbrook sources:
“He is living
a boyhood dream by being at Fort Ticonderoga…as a boy he thought it
was a magical place.”
According to
Deborah Mars, President of the Fort Ticonderoga Association of
Trustees:
“Nick has built the senior staff – filling
and creating positions for curatorial, office management, landscape
management, development and many more. He has not only managed to
assemble an extremely competent and dynamic staff, but has inspired
each of them to serve the institution with above average
commitment.”
“All of his
achievements spring from a passion and a dedication that puts Nick’s
own personal stamp on everything he does. The time, energy and
focus that Nick gives to every aspect of Fort Ticonderoga’s
operations has served as an inspiration to me and to many that know
him.”
So, now I have
given you a few clues about Nick: we know about his dedication,
passion, focus, imagination, courage and determination.
All of these
clues bring me to one conclusion…in a world looking for heroes…we
have one in Nicholas Westbrook!
I believe that
Nick typifies the definition of heroism according to the late tennis
great Arthur Ashe …. “True heroism is not the urge to SURPASS all
others at whatever cost BUT the URGE to SERVE others at whatever
cost.”
To sum Nick up
is not easy …but, I believe that I have found something that I have
on good authority that he DOES Wear…HOLD up the SUPERMAN tee shirt!
Museist,
superman and hero….
Nicholas
Westbrook please come forward and accept the 2006 Katherine Coffey
Award!
Nick Westbrook's Acceptance
Thank you to my family, colleagues, and former colleagues who are
here today on this joyous occasion.
As I began my
formal museum career nearly four decades ago, my role models and
mentors were the giants who comprise the Coffey Award roster. I am
deeply humbled to find myself now in their company. I have had the
good fortune to work with really inspiring people at Old Sturbridge
Village, the Minnesota Historical Society, and now at Fort
Ticonderoga. I have learned an enormous amount from our circle of
colleagues here in New York State through the Museum Association of
New York and across the country. Best of all, I can look forward
from this point in my career with great joy and say that history
museum work is still fun, still a challenge, still bursting with
interesting projects and people.
Emerson tells
us that that there is no history, only biography. So allow me to be
a little autobiographical this afternoon. This is the biography of
a history nerd, of someone who is truly living his dream. I have a
strong sense of vocation, deriving probably from my Calvinist
background.
My parents
first brought me to Fort Ticonderoga in 1955—50 years ago last
October—for the celebration of the 200th anniversary of
the start of construction of the Fort by the French army in the
opening year of the French & Indian War. I fell in love with
the place, and its heroes and their stories, and decided that what I
wanted to do when I grew up was to have a fort and museum of my
own. My boyhood friends wanted to be cowboys and firemen—something
exciting! I wanted to run a museum. (We have talked a lot at this
Conference about career planning and the serendipity of career
paths. There has not been much serendipity in my case! I have
known what I wanted to do since I was six.) I soon started a museum
in my bedroom closet: labeled the artifacts (as they did at Fort
Ticonderoga); charged the neighborhood kids admission (as they did
at Fort Ticonderoga). The magic for me was that every object in my
collection was a touchstone; each had a story to tell. In my
vocation as an historian today, I can put more high-falutin’ words
on it. I know that my work is rooted in the root of ancient Homer’s
historia: story. So let me share with you a trajectory of
stories during my journey.
The French &
Indian War unfolded in my home area of upstate New York. So I grew
up learning and dramatizing the heroic stories of that war—learning
those stories from museums like Fort Ticonderoga. On one early visit
to the Fort, I bought a set of prints in the museum store,
reproductions of paintings commissioned at the turn of the previous
century by the Glens Falls Insurance Company. Those dozen images
pinned up on my bedroom wall fueled my dreaming imagination. The
neighborhood boys and I recreated those scenes. One depicted Major
Israel Putnam, captured by the French and Indians, tied to a tree
where the Indians were about to torture him with a fire set at his
feet. We persuaded my four-year-old brother to play the starring
role as Major Putnam. Just like in the painting, we gathered
sticks, set them at his feet, and—just like in the painting—we lit
the fire. Just like in the painting, my brother (Major Putnam) was
rescued at the last possible moment. The original by a passing
French officer; my brother by a passing motorist who surely
recognized the secret Masonic sign for help!
So I have been
an historical re-enactor for a long while!
My interests
began to deepen. Under the inspired leadership of another Coffey
Award recipient, Dr. Louis C. Jones, in the 1950s and 1960s, the New
York State Historical Association ran a youth program of history
clubs, the Yorkers, focused on doing research and creating exhibits
in an annual statewide competition. In fifth grade, I persuaded my
teacher to launch a Yorker Club in our school—and persuaded Dr.
Jones to allow elementary school students to infiltrate a
high-school-oriented program. Over the next several years, our
Yorker Club created a series of prize-winning exhibits on topics
which still fascinate me today: the Battles of Saratoga, industrial
history, 19th-century tourism. Lou Jones took a chance
on an eccentric 10-year-old. I am proud to honor his memory today.
In graduate
school, I had the wonderful opportunity to study and work at Old
Sturbridge Village for three years when Barnes Riznik and Richard
Rabinowitz were defining the outdoor history museum world. From
Barnes, I learned to strive for “museum-quality work” in all that I
do. I learned about the intersections of graphic design and
scholarship, of architecture and education. I learned from his role
model that one could combine careers as historian and
administrator—and the necessity of being passionate about both.
Barnes, too, took a chance by mentoring VERY junior staff, and
provided me the freedom and the challenge to develop skills in
exhibit development, administration, even film-making with two other
students, Tim Brennan and Ken Burns.
At the
Minnesota Historical Society for 12 years, I had the extraordinary
opportunity to build a museum exhibition program where none had
existed before. I built and mentored a terrific staff. We created
a series of award-winning exhibitions, and built enough momentum for
the program that the state eventually constructed a $57 million
museum which opened in 1992.
My wife and I
came back to Fort Ticonderoga in summer 1986 from Minnesota enroute
to a research project in Vermont. I had not visited the Fort in
more than 15 years. But she had never been to the Fort, despite our
shared lives of 25+ years in history teaching. Here was an
opportunity for a touchstone experience, I thought. But it was a
grim one, indeed! The venerable museum was a shambles. The
collections were at grave risk. Even the museum store was a
disaster. I distinctly remember standing at the foot of a stairway
up from the parade ground telling Virginia that I hoped that
“someone would take hold of this world-class museum and collection
before it was too late.”
Two years
later, in 1988, a colleague sent us the notice of the job opening
for Director of the Fort. I applied. The rest is history. Or
perhaps it is a young boy’s destiny. It is certainly his vocation,
and I do mean that in a quasi-religious sense. I never felt
that more certainly in my life, then or now. Vocation: I
have a compelling personal vision that I am a steward, a
shrine-tender, a keeper of the flame, a priest of essential civic
values. I lead the preservation of a landscape of immanent stories
of destiny and beauty. The colleagues I try to mentor and I
preserve Fort Ticonderoga as a vibrant source of stories and
inspiration for generations to come. That’s our shared “noble
goal.” At Fort Ticonderoga, I have been blessed with mentoring from
a remarkable Board leader and a challenging donor. From them I have
learned how to build new realities from our shared passion.
We collect
many things at Fort Ticonderoga: maps and manuscripts, paintings and
powder horns. But the collection I am proudest of having assembled
during my tenure is the remarkable staff team. I am not working
alone. We are working together from our shared passion. I am
gradually learning to exercise greater “blind faith” in the
capabilities of the staff team I have assembled around me. That
means knowing and celebrating their value, and trusting that they
can manage the collections, programs, and people they have been
entrusted with. Learning when to trust the judgment of others
creates a shared place of trust from which my colleagues can reach
new plateaus. Sustainability will only come when we all
continue to take risks, and expand our safety zones. My colleagues’
faith in my leadership is often myopic; my trust in them is becoming
more unconditional, more blind.
During my
service on the Board of the Museum Association of New York, I have
grown enormously through engagement with the statewide museum
community, and especially our inspiring leader, Anne Ackerson, and
my colleagues on the MANY Board.
We have
undertaken the slow, plodding work of addressing issues challenging
the statewide museum community, seeking reform in the State
Legislature of laws governing “old loans,” or abandoned property.
We have undertaken another form of mentoring, focusing particularly
upon the newest and most vulnerable museums. We have partnered with
the State Department of Education and the Regents of the University
of the State of New York to articulate a clear set of standards and
best practices for museums, reforming the state’s process for
chartering museums. We launched a training program to introduce
Trustees at these newest institutions to their fiduciary
responsibilities.
So this has
been a wonderful ride over the last forty years. But a lot has
changed in the museum landscape.
The number of
museums has more than doubled.
Attendance at
outdoor history museums like Colonial Williamsburg and Old
Sturbridge Village is about half what it once was. (Might there be
a connection?)
There is
decreasing attention to teaching history (with all respect to
Senator Byrd who has been a lonely voice for history in the
Congress). We may now be “leaving no child behind.” But it is
pretty clear that our schools are leaving history behind.
The Reagan
economic revolution of a quarter-century ago is catching up with
museums and cultural institutions of all kinds.
The shift of
wealth to the wealthy leaves our core middle-class audience with
diminished resources.
We have seen
an enormous shift of public investment away from cultural
institutions.
I used to
despair that cultural organizations did so well in securing
government support from the Republican administrations of Nixon,
Ford, and Reagan. Now those seem to have been the “salad days!”
There are
rising expectations for robust employee benefits, echoing major
gains won in the public sector.
There are
rising fixed costs: minimum wage, fuel, health insurance.
There is a
de facto ceiling on admission fees. At some point (and some of
us have passed over that threshold), we price ourselves out of
affordability for families. And then we have lost the battle!
That is some
pile of gloom and doom!
So what can we
do? Some suggest radical solutions: reinventing ourselves as
children’s museums, or replacing artifacts and interpreters in
period clothing with holograms and action heroes.
The answers
are not clear yet. But I am confident—even more so after the
stimulating discussions of the past two days—that the next
generation of museum leaders will find the answers. I have an
abiding faith that we as a people will continue to need great
stories, and that our collections will be the touchstones for those
stories.
How does all
of this come back to our Noble Goal, and our desire to create
inspiring education opportunities for all? The museum’s Noble
Goal is to use our collections and their stories to educate and
inspire people to learn from the Past. How can we introduce our
modern guests to people from the past? Novels, theater, and TV
dramas introduce us to a variety of human dilemmas and dramas.
Equally informative—and often more compelling—stories come to us
from the past.
I spoke at the
outset about touchstone artifacts, those objects that connect us to
people in the past. Here is one of those objects: We have in the
Fort Ticonderoga collection a plain canvas knapsack, painted
barn-red for waterproofing. Inside is a short note written in the
scratchy quill-pen writing of an 80-year-old.
This napsack I cary’d through the war of the Revolution to achieve
the Merican Independence.
I transmit it to my oldest son, Benjamin Warner Jr. with directions
to keep it and transmit it to his oldest sone and so on to the
latest posterity and whilst one shred of it shall
remane never surrender your libertys to a foren envador or an
aspiring demegog.
Benjamin Warner
Ticonderoga, March 27, 1837
That’s
Benjamin Warner speaking across the centuries to us, reminding us of
the museum’s Noble Goal: to inspire “the latest posterity.” We can
all conjure images of the Founding Fathers; we carry images of them
on the coins and currency in our pockets. But here is the voice of
another Founding Father, an ordinary person like any of us, caught
up in the extraordinary events of his day, reminding us why
sacrifice is necessary.
Benjamin
Warner’s tombstone says simply:
“A
Revolutionary Soldier and a Friend of the Slave.”
Back to the Future: MANY Looks at
Succession Planning
Who will mind
the store? That’s the elephant-in-the-living-room question that’s
hovered over the museum field for the last several years. As Baby
Boomers—who now make up a minimum of 25 percent of all museum
positions—begin to retire the field will find itself in a
whole-scale search for new leadership. New York has about 1,900
museums and heritage organizations with about 12,000 employees.
Between now and 2020, at least one four of them will retire.
Depending on whom you listen to that number rises dramatically. The
Support Center for Nonprofit Management’s research indicates a
turnover rate in the next five years of approximately 80 percent at
the executive level. Where will new leaders come from? Who are they
and are they ready, willing and able to lead the state’s museums
both big and small?
MANY believes
that now is the time to begin to answer those questions. This fall
it will bring together trustees, veteran and newly-tenured museum
leaders, professors and graduate students to discuss the future of
leadership in the field and devise strategies and solutions that
will help weather this period of change. In a series of three
discussions, one in Rochester at The Strong Museum, one in Albany at
the Albany Institute of History and Art, and one in New York City at
the Museum of the American Indian, participants will discuss such
questions as: How important is graduate school to future museum
directors? How does the New York museum community identify emerging
leaders? How can individual institutions fast track promising staff
members? Why is succession planning important?
While
participating in these discussions is by invitation only, MANY will
also open its first ever online bulletin board at its website,
www.manyonline.org, to expand the discussion. We hope you’ll
weigh in with your thoughts and that you’ll return regularly to
check the commentary and add your two cents. Click here to join the discussion. Our opening question will be:
If we believe recruitment is a continuing, comprehensive strategy
for identifying and encouraging future leaders, how can New York’s
museums change the process to make it more inclusive, supportive and
enticing for the next generation of executive directors?
In 2006 MANY
will continue to pursue the question of leadership and succession by
publishing a white paper and continuing the fall discussions both
on-line and at its annual meeting in Saratoga next April.
Doing the Math
-
There are approximately 1,900 chartered museums and
historical organizations in New York State. Assuming half of these
organizations have full or part-time directors, we can expect at
least 235 will retire in the next 15 years.
-
According to MANY’s most recent salary survey less
than 10 percent of the state’s museums have a formal succession
process in place.
-
5 years = the number of years’ experience most
organizations require when searching for an individual to assume a
leadership position.
-
6 months = the average time it takes to fill an
executive position.
-
90 = the approximate number of masters degrees
issued annually statewide in museum studies.
2004 Annual Conference
Publication
2004
Conference Proceedings, A Passionate Profession: Innovation &
Creativity in Museums
This selection of transcripts features the full text of
conference keynoter Dr. David Carr's remarks.
Table of Contents
Introduction
Opening Remarks
Richard J. Schwartz
Keynote Address: Always Weaving Everything
David Carr
Thinking Outside the Box
Susan Choi
New Approaches to Historic House Interpretation
Kathleen Eagen
Johnson
Cost: $7 (includes postage
and handling)
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Funding for MANY's programs comes, in
part, from the New York State Council on the Arts, a state agency. |
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sponsors:
(click images for more details)






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