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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.

Culture Break with Mary Kershaw
Video / Strategic Planning
Culture Break with Mary Kershaw

On this episode Kathleen Brown, Vice President, Lord Cultural Resources speaks to Mary Kershaw about growing up visiting museums and embarking on a major strategic planning process at the height of the pandemic. Mary explains how the pandemic spurred ideas around the Museum and its future, as well as why strategic planning is important as the Museum looks ahead to its upcoming centennial. 

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Culture Break with Corey Madden
Video / Strategic Planning
Culture Break with Corey Madden

In this episode, Kathleen Brown, Vice President, Lord Cultural Resources speaks to Corey Madden about her journey to the Monterey Museum of Art, the City of Monterey, its unique features, community, and its cultural scene. Learn more about how this identity has helped develop the vision for the reimagined Monterey Museum of Art and how this will shift the museum’s historical operations.

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Culture Break with Daniel Hammer
Video / Strategic Planning
Culture Break with Daniel Hammer

This week's exciting conversation features Monica Sylvain, Ph.D., DEI Thought Leader here at Lord, along with Daniel Hammer, President and CEO of The Historic New Orleans Collection (THNOC). Learn about how Daniel Hammer and Lord developed a strategic plan for THNOC in the middle of the COVID-19 pandemic.

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Culture Break with Ma. Elizabeth ’Marilies” Gustilo
Video / Museum Planning / Strategic Planning
Culture Break with Ma. Elizabeth "Marilies” Gustilo - PART 1

In this episode, find Lord's Director in insightful conversation with Ma. Elizabeth "Marilies” Gustilo, Senior Director of Arts and Culture at the , Makati, Philippines. 

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Culture Break with Kimberly Viney
Video / Exhibitions / Strategic Planning
Culture Break with Kimberly Viney

In this episode, Lord's Senior Practice Leader Dov Goldstein interviews Kimberly Viney, Senior Director at the Niagara Parks Commission.

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Culture Break with Aileen Burns and Johan Lundh
Video / Museum Planning / Strategic Planning
Culture Break with Aileen Burns and Johan Lundh

In this episode, Lord's Senior Practice Leader Dov Goldstein speaks with Aileen Burns and Johan LundhCo-Executive Director and CEO, Remai Modern, Saskatoon.

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Strategic Planning Workbook
Infographic / Strategic Planning
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
Blog Post / Strategic Planning
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
Infographic / 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
Presentation / 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
Infographic / Strategic Planning
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?
Infographic / Strategic Planning
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
Presentation / Strategic Planning
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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Infographic / Museum Planning / Strategic Planning
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
Presentation / Strategic Planning
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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Image: Dominic Campbell / Source: Flickr
Presentation / Strategic Planning
Marketing and Branding at the Core of Strategic Change

Javier Jimenez highlights the changing values of museums and the ways in which marketing and branding can be facilitators for strategic transformation. Presented at ICOM 2016 in Milano.

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Operating During Construction
Presentation / Strategic Planning
Operating During Construction

Just because you're under construction, doesn't mean you have to be closed for business. Amy Kaufman, former Managing Director of Lord Cultural Resources, US, highlights opportunities and considerations for museums continue operating during construction.

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The Impact of Civil Society Models on Museum Management and Leadership
Paper / Strategic Planning
The Impact of Civil Society Models on Museum Management and Leadership

In this paper, Gail Lord proposes that a "civil society model" is the most appropriate strategy for the governance and management of today's museums, especially those adapting to 21st century realities.

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