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Tools

Whether your challenges involve day-to-day operations, or ambitious, transformative goals, we have tools to help you. From infographics and tip sheets to in-depth multimedia resources, these tools can:

Explore our tools by topic or by type to find what you need. Something specific you have in mind that is not here? Let us know by sending us an email at info@lord.ca.

Strategic Planning Workbook
Strategic Planning Workbook

Action planning can be the most difficult part of the strategic planning process. That’s why we have designed the Strategic Planning Workbook to give you and your staff a guide to helping ensure your goals become reality. Download this excel template and put your plans into action!

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Strategic Planning Retreat
How to Prepare for a Successful Strategic Planning Retreat

Once you have identified the key issues for your organization, a board retreat is the next step in your strategic planning process. Here, the steering committee and board members gather together to identify the strategic directions and goals for your organization.

Running a retreat is not an easy task. But if done correctly, you can succeed in setting the direction of your organization over the next 3 to 5 years.

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Three Phases for Strategic Planning
3 Phases for Strategic Planning

Defining a plan for the optimal future of your organization is not an easy task. Start by understanding the three phases of strategic planning in order to manage your strategic planning process effectively.

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The Four Ws of Strategic Planning
The Four W’s of Strategic Planning

Before you begin a strategic planning process there are some important things to know— What, Why, When and Who. Read this helpful presentation to learn more about what strategic planning is, why conducting a strategic plan can be important, when to conduct a strategic plan, who is involved and what do they do.

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Strategic Planning Readiness Checklist
Strategic Planning Readiness Checklist

You may know you need a strategic plan  but are you ready? Use our readiness checklist to decide if your organization is ready to start a strategic plan.

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Do you need a strategic plan?
Do you need a strategic plan?

There are a variety of reasons it might be time for you to update, or create your first strategic plan. If you say yes to one or more of these questions, you may need a strategic plan!

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Keeping Up With Change
Keeping Up With Change: Strategic Planning for Cultural Institutions

Originally given at AAM 2017, the presentation draws on key insights from the new Manual of Strategic Planning for Cultural Organizations to assist these institutions in preparing for, and carrying out, change.

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7 Ways to Transform Museum Learning

How can you turn your museum into a 21st century learning institution? Start here by learning 7 ways to create successful learning experiences that attract and intrigue diverse audiences. Based on our publication The Manual of Museum Learning, 2nd ed. Edited by Brad King and Barry Lord.

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Attracting Millenials
Attracting Millenials

A profile on millennials and strategies for museums for reaching out to this rapidly growing demographic. Research presented to the Council of American Jewish Museums.

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