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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

Gretchen Sullivan SorinGretchin 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

External Trends

Resulting Issues for the Field

Demographic Shifts

  • Age cohort is an hourglass, not a pyramid
  • Increasing diversity of population
  • Growing divisions between the have’s and the have not’s

 

  • The potential of Gen X and Gen Y

 

  • The retirement wave that may deplete the field of stable leadership
  • Continuing lack of diversity of museum professionals and consultants
  • The relevance of museum collections and programs to increasingly culturally and economically divided audiences
  • Lack of knowledge/understanding about or ability to embrace demographic change

Technology

  • “The New Networked Self”
  • Information and entertainment on demand and customized

 

  • How to employ technology to reframe audience relationships?
  • 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

Leisure Time

  • 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
  • About 9 hours/year/person are spent on cultural activities

 

  • How to compete in the overheated leisure marketplace?
  • Museums losing market share
  • How to gather and use consumer information for competitive advantage?

Organizational Development

  • Continuing emphasis on community connection and pursuit of relevancy to stay sustainable
  • “multiplying missions”
  • Need for visionary leaders, but what’s the skill set?
  • Volatility in the director position
  • Grow skills from within – nurture future leaders
  • 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

     

 
 

  • Rethinking inward vs. outward focus

 

  •  “mission tension”
     
  • Dearth of visionary leaders
     
  • “leadership churn” – is museum leadership a renewable resource?
  • Lack of ongoing staff and board development
  • 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?

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 WarI 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)
 

nysca-s.jpg (10456 bytes)

  Funding for MANY's programs comes, in part, from the New York State Council on the Arts, a state agency.

 

sponsors:
(click images for more details)

Westlake Conservators, Ltd. -- www.westlakeconservators.com

Bags Unlimited -- Archival Supplies -- www.BagsUnlimited.com

The Cooperstown Graduate Program -- www.oneonta.edu/academics/cgp

Spicer Art Conservation -- Textile, Organic & Upholstered Artifacts -- www.spicerart.com

River Hill -- www.riverhillpartners.com -- Planning, Exhibits & Interpretation

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