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Agenda 10/09/2018 Item #16D 710/09/2018 EXECUTIVE SUMMARY Recommendation to adopt the Museum Division 2018 Strategic Plan. OBJECTIVE: To establish long-term goals, objectives, and tactical activities for the Museum Division. CONSIDERATIONS: The Museum Division operates five (5) free local history museums in Collier County: Collier Museum at Government Center, Museum of the Everglades, Immokalee Pioneer Museum at Roberts Ranch, Naples Deport Museum, and Marco Island Historical Museum. The Division is also responsible for the historic Rosemary Cemetery. The museum system includes more than thirty (30) historic buildings and structures, three (3) sites on the National Register of Historic Places, and two (2) sites with local historic designations. The museum collection includes tens of thousands of photographs and negatives, original documents, various ephemera, archaeological objects, original works of art, and other artifacts. Division programming includes several annual special events, monthly lectures, temporary exhibits on a rotating year-round basis, tours for school groups and adults, and evening events for friend- and fundraising. The Division grew from one (1) location to five (5) over the course of twenty (20) years. Each of the new locations added to the Museum System was a community-initiated project. While this pattern of growth demonstrates strong trust and support of the Museum Division on behalf of the community and the Board of County Commissioners (Board), the pace at which the system expanded left little time or resources for self-determination. In spring of 2017, The Division formed a Leadership Team consisting of the Director, the two (2) Curators, the four (4) Museum Managers, and the Marketing Coordinator. The team conducted a SWOT analysis and defined a mission, vision, and overarching goals, as follows: The mission of the Collier County Museum Division is to foster appreciation and understanding of our communities’ unique heritage and cultural development. The vision of the Collier County Museum Division is to be the respected and sought-after authority for Collier County history, and for our locations and events to be must-do attractions for all resident and visitors. The Division’s overarching goals are: 1. Grow and diversify our audience 2. Refine the stories we tell 3. Diversify our revenue streams, and 4. Foster a collaborative team In addition, eight (8) areas for planning were identified: Accreditation, Capital Improvements, Collections, The Key Marco Cat Loan, Marketing, Programming and Special Events, Revenue, and Temporary Exhibits. The resulting strategic plan addresses each of these areas with narrative, action steps, responsible parties, measures, and targets. Public input on the plan was sought from citizens and stakeholders (including the Friends of the Collier County Museums, the Marco Island Historical Society, and the Friends of the Museum of the Everglades) via a public presentation held in April 2018 and an online survey that was available at colliermuseums.com for several weeks. Suggestions were incorpor ated and included as an appendix. The plan will be used to guide Division activities and will become a foundational document for the Division to seek accreditation from the American Alliance of Museums. Routine progress reports will be issued to staff by the director and made available to decision makers or the public on request. 16.D.7 Packet Pg. 736 10/09/2018 FISCAL IMPACT: There is no Fiscal impact associated with adopting the Strategic Plan. The plan includes operating and capital improvement activities that will require sufficient funding to execute, as well as plans and activities for introducing new revenue-generating activities to help the same come to fruition. GROWTH MANAGEMENT IMPACT: This plan includes operating and capital improvement activities that will require sufficient funding to execute, as well as plans and activities for introducing new revenue-generating activities to help the same come to fruition. LEGAL CONSIDERATIONS: This Item has been reviewed by the County Attorney, raises no legal issues, and requires majority vote for adoption. -JAK RECOMMENDATION: To adopt the Museum Division 2018 Strategic Plan. Prepared By: Amanda Townsend, Director, Museum Division ATTACHMENT(S) 1. Collier County Museums Strategic Plan - for BCC (PDF) 16.D.7 Packet Pg. 737 10/09/2018 COLLIER COUNTY Board of County Commissioners Item Number: 16.D.7 Doc ID: 6823 Item Summary: Recommendation to adopt the Museum Division 2018 Strategic Plan. Meeting Date: 10/09/2018 Prepared by: Title: Administrative Assistant – Museum Name: Wanda Bieschke 09/24/2018 4:01 PM Submitted by: Title: Division Director - MuseumOperations Support – Museum Name: Amanda O. Townsend 09/24/2018 4:01 PM Approved By: Review: Public Services Department Kimberley Grant Level 1 Reviewer Completed 09/25/2018 2:07 PM Public Services Department Todd Henry Level 1 Division Reviewer Completed 09/25/2018 2:19 PM Public Services Department Steve Carnell Level 2 Division Administrator Review Completed 09/25/2018 4:05 PM Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Completed 09/25/2018 4:24 PM County Attorney's Office Emily Pepin CAO Preview Completed 09/25/2018 4:47 PM County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 09/26/2018 11:01 AM Budget and Management Office Ed Finn Additional Reviewer Completed 10/01/2018 10:25 AM County Manager's Office Nick Casalanguida Level 4 County Manager Review Completed 10/03/2018 7:43 AM Board of County Commissioners MaryJo Brock Meeting Pending 10/09/2018 9:00 AM 16.D.7 Packet Pg. 738 Collier County Museum Division Strategic Plan 2018 16.D.7.a Packet Pg. 739 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Museum Division 2018 Strategic Plan.) 2 Table of Contents Operational Overview 3 Customer Profile 3 Organizational Structure 6 Funding Sources 7 Key Partnerships 8 History of the Museum System 8 How This Plan Was Written 9 Mission 10 Vision 10 Values 11 Overarching Goals 11 Assumptions 11 Monitoring and Updating 11 Accreditation 12 Capital Improvements 13 Collier Museum at Government Center 14 Museum of the Everglades 15 Immokalee Pioneer Museum at Roberts Ranch 15 Naples Depot Museum 16 Marco Island Historical Museum 16 Rosemary Cemetery 16 Systemwide Projects 16 Collections 17 The Key Marco Cat Loan 17 Marketing 18 Programming 19 Revenue 20 Temporary Exhibits 22 Appendix A – SWOT Analysis Appendix B – AAM Characteristics of Excellence Appendix C – Accreditation Timeline Appendix D – Capital Improvement Plan Appendix E – Collections Plan Appendix F – Artifacts Loan Timeline Appendix G – Marketing Plan Appendix H – Programming Plan Appendix I – Revenue Plan Appendix J – Temporary Exhibits Plan Appendix K – Feedback Survey Results 16.D.7.a Packet Pg. 740 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Museum Division 2018 Strategic Plan.) 3 Collier County Museum Division Strategic Plan 2018 Operational Overview The Museum Division operates five free local history museums in Collier County: Collier Museum at Government Center, Museum of the Everglades, Immokalee Pioneer Museum at Roberts Ranch, Naples Deport Museum, and Marco Island Historical Museum. The Marco and Immokalee locations are open five days a week, the other three sites operate six days a week. The Division is also responsible for the historic Rosemary Cemetery. Within the system there are 19 historic buildings, 13 historic structures, more than 12 non-historic buildings and structures, and over 21 acres of land. Three locations (Immokalee Pioneer Museum at Roberts Ranch, Museum of the Everglades, and Naples Depot Museum) are on listed the National Register of Historic Places. Two (Roberts Ranch and Rosemary Cemetery) have local historic designations. The Museum’s collection includes tens of thousands of photographs and negatives, original documents, various ephemera, archaeological objects, original works of art, and other artifacts. Programming includes one or two special events per location each year, monthly lectures at Collier Museum at Government Center and occasionally elsewhere, temporary exhibits hosted at most locations on a rotating year-round basis, tours for school groups at all locations whenever requested, adult group tours at all locations and historic walking tours of Everglades City upon request, and evening events for friend- and fundraising. Customer Profile The Museums welcome tens of thousands of visitors each year. From a high of over 100,000 in 2011, visitation dropped some over the ensuing years, with a low of 66,000 in 2016. Twenty-eleven saw the grand opening of the Marco Island Historical Museum and a re-opening of the Naples Depot Museum. As such, the marked high visitation is explainable. However, Collier Museum at Government Center Museum of the Everglades Immokalee Pioneer Museum at Roberts Ranch Naples Depot Museum Marco Island Historical Museum Rosemary Cemetery 16.D.7.a Packet Pg. 741 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Museum Division 2018 Strategic Plan.) 4 the significant drop between 2015 and 2016 was a cause for concern, and the upswing in 2017 is a sign the system is on a path of course correction. The Museums have traditionally collected visitor information via traditional guest books and hand door counts. These have been a useful resource in assessing both the quantity and quality of the visitor experience. Guest books, in particular, allow for a “conversation” about where visitors come from and what they think of their museum experience. While it would be atypical for the comments section to be filled with negative feedback, it is enjoyable to discover that, for example, Graham and Laura Aberdein visited from Waterloo, Ontario and commented that the museum was “very interesting and a beautiful setting.” From guest books we have learned that typically the Museums enjoy a customer profile that is roughly 40% residents and 60% visitors, with a significant international visitor profile, particularly in Everglades City (traditionally our most heavily visited site). And we know that in a typical month more than 35 states of the Union and 30 countries are represented among our visitors. In addition, the Museums have recently implemented a customer survey system that allows for electronic collection of visitor information via iPad kiosk. While hand door counts are still used for counting total visitation numbers, the electronic customer surveys have given us more reliable (and easier to analyze) data on customer residency and allow for a franker discussion of the quality of the customer experience than one can garner via guest book alone. Using survey data gathered in the last two months of 2017, we learned that 38% of visitors surveyed were full- or part-time Collier County residents and the balance—72%—are tourists. The iPad kiosks ask several key questions about the visitor experience, including whether or not the customer was greeted upon arrival, whether or not the customer is likely to recommend the museum to friends (a net promoter score) and whether or not the customer is likely to visit one of the other four 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 Series1 65,933 73,153 90,221 82,801 84,003 106,773 94,466 100,210 94,387 90,318 66,283 69,790 - 20,000 40,000 60,000 80,000 100,000 120,000 Museum System Visitation 2006 -2017 16.D.7.a Packet Pg. 742 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Museum Division 2018 Strategic Plan.) 5 museums. This feedback is being used to keep decision makers informed on division performance and to inform course corrections in service delivery when necessary. One further piece of analysis on visitor profile recently conducted is which activities the visitor engages in that prompt attendance. Systemwide about 75% of visitors are walk-through patrons, with 25% coming for a specific reason, such as a tour, program, or special event. This profile differs considerably among individual locations, however. For example, at Immokalee Pioneer Museum at Roberts Ranch, only 17% of visitation is driven by “regular” customers, with the majority coming for special events. Similarly, data reveals that visitors to the Museum of the Everglades are much less likely to visit one of the other four museums than visitors to Collier Museum at Government Center or Naples Depot Museum. The relatively remote locations of Immokalee and Everglades City certainly explain these findings, and offer an opportunity to both capitalize on low-hanging fruit (offer more special events at Roberts Ranch, assure Museum of the Everglades is welcoming to Everglades destination tourists), and invites creative problem-solving to reach the more challenging goals (in this example, driving daily visitation to Immokalee and promoting a wider regional view among visitors to Everglades). These data gathering and analysis projects are in their infancy, but will become a routine part of the division’s business practice and will be used to further develop strategy in the coming months and years. One request from the public feedback process for this plan suggested later operating hours for the museums. 16.D.7.a Packet Pg. 743 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Museum Division 2018 Strategic Plan.) 6 Organizational Structure The Division employs 15 full-time staff members and makes use of three job bank employees (two part- time and one full-time). In the past two years depth has been added to the organizational chart, to right- size the Director’s span of control and develop supervisory skills among key staff members. An important step toward this end was the re-classification of the curator positions to a higher pay grade in 2017. Future staffing goals include continuing to fill out the bottom of the organizational chart with FTE Museums Assistants, establishing career progressions, and a second round of narrowing the Director’s span of control. Collier Musuem at Government Center Museum of the Everglades Immokalee Pioneer Museum at Roberts Ranch Naples Depot Museum Marco Island Historical Museum Tours 817 350 863 150 572 Programs and Events 1959 2156 3809 4669 2005 Daily Visitors 7640 16625 998 9854 17323 0 5000 10000 15000 20000 25000 Reasons for Visiting 2017 16.D.7.a Packet Pg. 744 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Museum Division 2018 Strategic Plan.) 7 Funding Sources The FY 18 budget allocation for the Museum Division is $2,512,100 in operating funds and $650,500 in capital improvement funding. This amount is sufficient to maintain current operations. However, the cost to properly maintain the large number of historic structures within the system is a demand the Division should be cognizant of over the multi-year planning cycle. The primary funding source for the Museum Division is tourist taxes. Additional operating funding sources include charges for services (earned revenue) and donations. The Museum Capital Fund has received a transfer from the General Fund of at least $200,000 annually since FY 15. In June 2017, the Board of County Commissioners amended the Tourist Development Tax distribution, limiting the County-owned Museum distribution to $2,000,000. This equated to a loss of $113,500. The shortfall was made up by an equal increase in the General Fund contribution to the Museum capital fund. It is unknown whether County Management and the Board of County Commissioners will support an increase in the General Fund transfer in subsequent years to cover routine increases in operating expenses if the cap on TDT funding remains. Maintenance of positive relationships with major funding sources and diversification of revenue sources are two primary objectives of this plan and will be discussed in further detail later. Director Amanda Townsend Curator Collections Jennifer Guida Associate Project Mgr Pam Miner Maint Specialist Jim Noe Curator Education Joy Murphy Volunteer Coor Grant Matthews Marketing Coor Ryan Davis Museum Mgr Everglades Thomas Lockyear Museum Asst Martha Hutcheson Museum Mgr Immokalee Theresa Schober Maint Specialist Juan Aviles Job Bank Museum Asst Katie Margolis Museum Mgr Depot Lisa Marciano Museum Asst Jon Nickerson Museum Mgr Marco Jennifer Perry Job Bank Museum Asst Jessica Patel Admin Asst Wanda Bieschke Job Bank Museum Asst Keith Underwood 16.D.7.a Packet Pg. 745 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Museum Division 2018 Strategic Plan.) 8 Key Partnerships The Division benefits from partnerships with three independent 501-c-3 support organizations: • The Friends of the Collier County Museum support operational efforts at the Collier Museum at Government Center, the Naples Depot Museum, and the Immokalee Pioneer Museum at Roberts Ranch. Their arrangement with the County is governed by Resolution 2001-479. The organization’s total worth is about $100,000. In 2017, they contributed approximately $16,000 to the Museums, mostly in the form of paying for services and supplies for temporary exhibit receptions and special events. • The Friends of the Museum of the Everglades are also a financial support and volunteer organization, governed by Resolution 2001-255. The organization’s total worth is about $100,000. In 2017, they contributed about $7000 to the Museum, also for receptions and special events. For 2018, they have pledged over $15,000 to buy iPads for use in school programming and to replace and upgrade artifact display and storage cases damaged in Hurricane Irma. • The Marco Island Historical Society is more of a partner than a support organization. Their relationship with the County is governed by a Memorandum of Understanding approved by the Board of County Commissioners. MIHS is a wealthy organization, worth well over $1 million and employing its own administrative and curatorial staff. Projects undertaken with MIHS are generally done so in an equal partner spirit. Recent MIHS investments in the Museum are reflected in the Capital Improvements section. Generally, these groups’ contributions are “off the books” for the County, but their support, in the form of both financial contributions and advocacy, is extremely valuable to Museum Division success. Relationships with all three groups have been strengthening in the past two years, and it is reasonable to believe that this will continue and bear increasing financial rewards for all. History of the Museum System The Collier County Museum was established by the Collier County Historical Society in 1978 to preserve and interpret the history, archaeology, and development of Southwest Florida’s last frontier. Moved and expanded to its current location in 1987, the Collier Museum at Government Center grew over time to feature exhibits, relocated buildings and conveyances, and re-created environments and gardens that paint a vivid if broad picture of Collier County history. Over the past twenty years, the Division has grown from one location to five: The Museum of the Everglades is located in the former Collier Company laundry building built in 1927 in Everglades City. The building was a gift to the County from the Everglades Women’s Club. After a comprehensive restoration, it opened to the public as a museum in 1998. In 1996 the trustees of the Roberts Family Trust gifted Tract E of Roberts Ridge in Immokalee to Collier County, and in 1999 the County purchased Tract D, amassing 13 acres of the former cattle ranch. After restoration of the 1921 Roberts home and outbuildings, the Immokalee Pioneer Museum at Roberts Ranch opened to the public in 2003. 16.D.7.a Packet Pg. 746 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Museum Division 2018 Strategic Plan.) 9 In 2004 Southwest Heritage Inc. offered the County a 90-year lease on the 1927 Naples Depot train station in downtown Naples. After renovations and exhibit development, The Naples Depot Museum opened in 2006. And finally, in 2001 the Board of County Commissioners designated 3-acre tract of land on Marco Island as the future site of a museum there. The Marco Island Historical Society conducted a capital campaign and constructed the 8000-square-foot facility, which was then turned over to the County for operation and opened in 2010. Each of the new locations added to the Museum System was a community-initiated project. While this pattern of growth demonstrates strong trust and support of the Museum Division on behalf of the community and the Board of County Commissioners, the pace at which the system expanded left little time or resources for self-determination. In March 2016, Museum Director Ron Jamro retired after 33 years of leadership. Amanda Townsend was named interim, then permanent director in January 2017. In addition to the director, the Curator of Education, the Museum Managers at Everglades and Immokalee, and several other staffers are all new since 2016. After a long period of expansion and steady leadership, the Museum system was ready in 2017 for a period of self-assessment and redefinition. How This Plan Was Written In spring of 2017, with all key positions in the Division filled, the Director formed a Leadership Team consisting of the Director, the two Curators, the four Museum Managers, and the Marketing Coordinator. Eight areas for planning were identified, with each member of the Leadership Team assigned to chair and assemble a committee of other Leadership Team members to develop plans under the topics of Accreditation, Capital Improvements, Collections, The Key Marco Cat Loan, Marketing, Programming and Special Events, Revenue, and Temporary Exhibits. It should be noted that the Division recognizes that the eight focus areas of this plan, while comprehensive, are not exhaustive of all areas of operations or topics that can or should be covered by multi-year planning. Staff training and development, the volunteer program, and special events are examples of areas where intentional thinking is needed and will be undertaken and plans carried out in the coming months and years. Accreditation •Committee Chair: Lisa Marciano, Naples Depot Museum Manager Capital Improvements •Committee Chair: Theresa Schober, Immoklaee Pioneer Museum Manager Collections •Committee Chair: Jennifer Guida, Curator of Collections The Key Marco Cat Loan •Committee Chair: Jennifer Perry, Marco Island Historical Museum Manager Marketing •Committee Chair: Ryan Davis, Sales Events and Marketing Coordinator Programming and Special Events •Committee Chair: Joy Murphy, Curator of Education Revenue •Committee Chair: Amanda Townsend, Director Temporary Exhibits •Committee Chair: Thomas Lockyear, Museum of the Everglades Manager 16.D.7.a Packet Pg. 747 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Museum Division 2018 Strategic Plan.) 10 The committees met over the ensuing months and developed multi-year plans in each of these functional areas. This strategic plan is the result of that work. Notably, this plan was created without the level of public involvement typical or desirable of a strategic planning process. Because more than half of the Leadership Team members are new to the organization, the committee work and planning process was used as a teambuilding exercise. This moment of turning inward was a necessary step in organizational growth, but a more concerted effort at community outreach was needed. To counter this shortcoming of the plan development process, the Museum Division held a public presentation of this material on April 24, 2017, then placed the plan online and solicited feedback for a period of several weeks. All feedback received is incorporated here as Appendix K. Where appropriate, such feedback has also been included in the text of this final version of the plan, presented to the Board of County Commissioners for adoption on October 9, 2018. For future planning activities, the Division is developing a more comprehensive QA/QC program (via the iPad kiosks mentioned above, as well as other methods), which will be used to gather public feedback on an ongoing basis, and to inform improvements to service delivery. In preparing to write this plan, the Leadership Team performed a SWOT analysis (attached in Appendix A); re-examined and rewrote the division’s mission, vision, and values statements; and identified four overarching goals to guide future activities. Mission The mission of the Collier County Manager’s Agency is to deliver high-quality, best-value public services, programs, and facilities to our residents, businesses, and visitors. The mission of the Collier County Museum Division is to foster appreciation and understanding of our communities’ unique heritage and cultural development. Vision The vision of the Collier County Manager’s Agency is to be the best community in America to live, work, and play. The vision of the Collier County Museum Division is to be the respected and sought- after authority for Collier County history, and for our locations and events to be must-do attractions for all resident and visitors. The mission of the Collier County Museum Division is to foster appreciation and understanding of our communities’ unique heritage and cultural development. 16.D.7.a Packet Pg. 748 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Museum Division 2018 Strategic Plan.) 11 Values The Museum Division espouses the guiding principles of the Collier County Manager’s Agency: Honesty, Integrity, Service, Accountability, Quality, Respect, Knowledge, Stewardship, Collaboration, and Self- Initiating, Self-Correcting. By taking the AAM Pledge of Excellence, the Collier County Museum Division pledges that, in fulfillment of its educational mission, it will strive to operate according to national standards and best practices to the best of its abilities and in accordance with its resources. The thirty-eight Characteristic of Excellence for US Museums, a distillation of the national standards and best practices, are included in Appendix B. Overarching Goals Loosely using a Balanced Scorecard framework of Serve the Customer, Run the Business, Manage Financial Resources, and Build the Team, the Leadership Team established the following goals: 1. Grow and diversify our audience 2. Refine the stories we tell 3. Diversify our revenue streams, and 4. Foster a collaborative team Assumptions This plan was written assuming stability or small gains in Division operations, staffing, funding, and service delivery. Circumstances that this plan is not written to address include substantial change in the local, state, or national economic climate; significant natural or man- made disaster; assignment of a major, unanticipated community-based initiative based on Board direction; or any other radical change to Division focus and/or diversion of resources due to outside forces. Monitoring and Updating Measures and targets are written into this plan so that Division performance can be monitored quarterly. It can be expected that not all projects and action steps outlined in this plan will be executed flawlessly and on-time. Nonetheless, this plan represents a realistic if ambitious direction forward for the Museum Division. Routine progress reports will be issued to staff by the director and made available to decision makers or the public on request. If unforeseen circumstances require a re-write or re-boot Grow and diversify our audience Refine the stories we tell Diversify our revenue streams Foster a collaborative team 16.D.7.a Packet Pg. 749 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Museum Division 2018 Strategic Plan.) 12 within the five-year window, such will be undertaken. When a thorough update of this plan is required, anticipated to be in 2022 for publication in 2023, it will most likely be desirable and appropriate to begin that effort with concerted community outreach in the form of focus groups, public meetings, and invitations to provide feedback before writing the update. Accreditation While professional accreditation offers a “feather in one’s cap,” as well as post-award external benefits, such as credibility and its attendant rewards in the areas of recruiting, lobbying, leveraging support, etc., the greatest benefit to seeking any professional accreditation is in the process of organizational discovery and development. The process rallies the team around a common but lofty goal, and the pride and unity that results from becoming accredited has staying power. The investment of time and money involved with the accreditation process is always a lasting an investment in the professional standards (as well as standing) of the organization. The American Alliance of Museums offers a Continuum of Excellence, which essentially provides a tiered program of support and assessment to prepare organizations for eventual accreditation. Museums are encouraged first to take the Pledge of Excellence, then participate in the Museum Assessment Program (MAP), which offers three tracks: organizational, collections stewardship, and community engagement; then graduate to Core Documents Verification; then finally move on to Accreditation. The Collier County Museums received Core Documents Verification on April 14, 2014. The designation is required for accreditation and is good for five years. The notification from AAM regarding the verification warns that the designation “does not constitute a qualitative judgement about your museum’s operations or the implementation of your policies and plans,” and further notes that these determinations are made in the MAP and accreditation processes. In consideration of this and the fact that Museum system had undergone a change in leadership and significant staff turnover, Museum staff finds it most prudent complete all three units of the MAP program before proceeding to accreditation. The Accreditation Committee also recommends participation in the American Association of State and Local History Standards and Excellence Program for History Organizations (StEPS) and the Collections Assessment for Preservation Program (CAP) from the Institute of Museum and Library Services. StEPS is 16.D.7.a Packet Pg. 750 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Museum Division 2018 Strategic Plan.) 13 a self-assessment-only program that will serve as an excellent pre-cursor to the MAP units. CAP will be completed last, as it is the most specific and focused of the various assessment programs. AAM advises that MAP units take about a year to complete. StEPS and CAP may take a year each. It is reasonable to assume that each successive step will be completed more quickly that the last as the organization builds and builds on a stronger foundation of professional standards and abilities. Although the existing Core Documents Verification will probably expire prior the Museums being ready to begin accreditation, this a minor risk because the Core Documents would need to be updated within the ensuing time anyway, and a foundation has been established that has already been determined to be acceptable to the AAM. With steady and focused attention, the Museum may be able to achieve full accreditation in six years’ time. A more conservative timeline of eight years in included in Appendix C. Capital Improvements Museum Capital appropriations over the past ten years have varied from a high of $1.5 million in FY 09 to zero in FY 14. These two extremes, however, are outliers. During the Great Recession appropriations were predictably low, averaging $165,000 annually from FY 10 through 13, and as the economy has recovered so has our ability to make needed improvements and repairs, with an average annual appropriation of $520,000 from FY 15 through FY 17. Appropriations have been sourced at a cumulative 60%/40% split between Tourist Development taxes (through a transfer from Fund 198) and General Fund taxes (through a transfer from Fund 001) over the past ten years. Projects funded have been similarly split 60%/40% between exhibit development for visitor experience enhancement and facilities upkeep and improvements. Recognizing and leveraging additional sources of capital improvement funding is a strategic goal of this plan. Private donations, contributions of the Marco Island Historical Society, and projects funded by the Tourism Division are all greatly enhancing the system without tapping Museum capital dollars. Likewise, $- $200,000 $400,000 $600,000 $800,000 $1,000,000 $1,200,000 $1,400,000 $1,600,000 FY 08 FY 09 FY 10 FY 11 FY 12 FY 13 FY 14 FY 15 FY 16 FY 17 Museum Annual Capital Appropriations 16.D.7.a Packet Pg. 751 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Museum Division 2018 Strategic Plan.) 14 it is the intention of the Division to leverage state, federal, and private grant funds to further stretch our facilities improvement dollars. The Capital Improvement Plan included as Appendix D includes detailed information on planned projects by year and by funding source. Not surprisingly, funds have been focused on new facilities being brought online. Although a twenty- year retrospective might show an even distribution of appropriations per facility, the ten-year analysis below demonstrates how targeted attention to one location can lead to deferred upkeep elsewhere. A strategic goal of this plan is to smooth out annual appropriations per location, to avoid creating pitfalls of deferred maintenance in the future. Collier Museum at Government Center Recent improvements to the Collier Museum at Government Center include the relocation of the Art Studio of E. George Rogers to the museum grounds and its renovation to serve as a reproduction of the artist’s working studio as well as an exhibit and gallery space. The project was entirely funded through private donations and opened to the public in May 2018. In FY 18 the Division completed renovations to the Craighead Laboratory necessary due to deferred maintenance and will undertake a series of small upkeep projects to facilities throughout the garden. Beginning in FY 19 the Division will undertake a multi-year project to re-design and renovate the entire Collier Museum garden. A systematic approach to pathways, lighting, electrical, irrigation, and drainage, as well as unification through interpretive signage is needed to promote rentals and evening events and enhance the visitor experience. Finally, in the out years of this plan, evaluation of the condition of the many historic structures in the garden and resulting recommended renovations will be conducted to ensure we maintain the irreplaceable resources entrusted to us. CCM, $446,400 MOE, $78,000 MIHM, $850,000 ND, $2,724,800 RR, $148,000 Ten -Year Appropriations by Location 16.D.7.a Packet Pg. 752 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Museum Division 2018 Strategic Plan.) 15 Some comments received through the public feedback process included requests for more focus on repairs and improvements at Collier Museum at Government Center and installation of dark- skies-friendly lighting there. Museum of the Everglades Recent improvements to the Museum of the Everglades include the engineering and resurfacing of the auxiliary parking lot, which was a joint purchase in 2014 between the Museum Division and the Friends of the Museum of the Everglades, and repairs to the flooring and building systems made necessary by the floodwaters of Hurricane Irma. This year the Division will upgrade network connectivity and install a security camera system, as well as perform a historic structure evaluation and design of a replacement HVAC system. Replacement of the HVAC and lecture/theater space improvements are planned for FY 19. In the next few years findings of the building evaluation will be addressed, anticipated to be window repairs, building fabric repairs, and roofing. In the out years, time will be overdue to rethink the museum’s exhibits through master planning and exhibit design, fabrication, and installation. Immokalee Pioneer Museum at Roberts Ranch Network connectivity and security camera projects are being conducted at each location, with Immokalee Pioneer Museum at Roberts Ranch being completed in FY 17. Visitor Center improvements are underway to define office space and create a more inviting entrance. Roberts Ranch is the largest of all museum sites and contains the most historic structures. Having come online second among the “satellite” facilities (a term we are phasing out in favor of viewing the Division as a system of five locations of equal standing), it has certainly suffered the most in terms of deferred maintenance. Planned projects include significant repairs to the Roberts home and other structures, site master planning and installation of pathways and improved interpretive signage, and adaptive reuse of the horse barn and bunk house as new interpretive spaces. Because Roberts Ranch needs the greatest investment among all locations within the next five years, it is our prime candidate for seeking state grant funding. An exciting opportunity planned for the out years at Roberts Ranch is the introduction of technology to enhance the interpretive experience. The remoteness of the location makes a day-to-day living history program using volunteers a less-than-viable option. However, technology offers a suitable replacement in the form of augmented reality. Visitors can use a device to meet characters representing lifeways of the Ranch, and learn and interact in a way that is both fresh and familiar. This strategy is sure to attract new audiences and position the Division on the cutting edge of museum education. 16.D.7.a Packet Pg. 753 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Museum Division 2018 Strategic Plan.) 16 Naples Depot Museum Recent improvements at the Naples Depot Museum include replacing deteriorated exterior doors and the restoration of the 1947 Budd Tavern Train Car. A network upgrade and security camera installation is planned for this year. Projects planned for FY 19 include the adaptive reuse of the Baggage Car to house the Chamber of Commerce Visitor Center being funded by the Tourism Division, audio visual and public- address improvements for the travelling exhibit/lecture space, and restoration of the caboose, to complete the upgrades to all rolling stock on site. Future projects include consolidation of electrical service to allow for creation of office space currently used for storage and utility, window and building repairs intended for state grant funding and, finally, exhibit upgrades in the out years. Marco Island Historical Museum Recent improvements at the Marco Island Historical Museum include the completion of the Pioneer Gallery, installation of the beautiful Window and Doors to History exterior exhibit funded by the Marco Island Historical Society, and installation of additional exterior railings to assure patron safety while enjoying it. Network upgrades and security camera installation have been completed as part of a systemwide initiative and also to facilitate the upcoming artifacts loan project. FY 19 projects, again in preparation for the artifacts loan, include the installation of a back-up generator in the museum building to maintain security, temperature, and relative humidity in event of a power failure, and a significant investment by the Marco Island Historical Society in upgrades to the exhibits, cases, and displays in the two Calusa galleries. During the period of the artifacts loan, no new building improvements can be undertaken. Planned projects for that time include creation of an outdoor learning space by expanding the gazebo area, and beginning planning for the next CIP window, which should rightly be done as a joint project among the Museum Division, Historical Society, and the larger community. Rosemary Cemetery Other than minor repairs due to Hurricane Irma, no investment is needed for Rosemary Cemetery at this time or anticipated in the five-year window. Systemwide Projects A planned systemwide project is the engagement of a consultant to address barriers to participation and accessibility issues for diverse audiences in FY 21. A future strategic plan should include plans to address the findings of such a report. 16.D.7.a Packet Pg. 754 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Museum Division 2018 Strategic Plan.) 17 Collections The museum has been a collecting institution since 1977. As with many such institutions, the collection was begun without a serious amount of thought toward future intent, and as a result early records are incomplete. Many items in the collection lack proper Deeds of Gift and other important documentation. The existing Collections Policy (Resolution 87-200) was adopted in 1987 and has never been revised. The first professional Curator of Collections was hired in 1997. A major step toward professionalizing the collections practices was taken in 2001 with the purchase and implementation of Past Perfect collections management software. To date, it holds just over 13,000 catalog records. This is a small fraction of the collection and there is a tremendous backlog for data entry. In addition, a prior lack of streamlined processes has left many “found in collection” objects. Significant progress has been made recently in collections management. The most recent version of Past Perfect was networked for staff access in Q1 of FY 18. The database now is housed on the Division’s own server to ensure proper back-up procedures. The first large-scale digitization project was also launched Q1 of FY 18. Everglades Echo newspapers from 1980 to 1992 will be digitized using optical character Recognition (OCR) to make the scans searchable for facilitation of research needs. Conservation and restoration efforts have been completed on the Kokomis and are planned for the Lee Tidewater Cypress Locomotive No. 2 when funds become available. The former was sponsored by the Friends of the Collier County Museum, with the work being performed by a member of one of the County’s pioneering families, Bem Storter. In addition, the Collections Committee has been diligently working to locate appropriate homes for “found in collection” objects as well as deaccessioning objects that are no longer relevant to the museum’s mission. The Collections Committee will build on these successes with collections management improvements focused on access, conservation, and storage and growth. Projects include training relevant staff on use of Past Perfect and making the catalog available online, updating the existing Collections Policy, continued digitizing of archival materials, and creating plans for collections conservation, storage and acquisition. Details of the plan with actions steps, measures and targets is included in Appendix E. The Key Marco Cat Loan The return on loan of Key Marco artifacts has been a shared objective of the Collier County Museum and the Marco Island Historical Society for more than two decades. There are no better artifacts in the world through which to engage, inspire, and educate people about Florida’s early Native American cultures. A temporary exhibit of important Key Marco artifacts will enable Marco Islanders, Floridians, and visitors from around the world to recognize the incredible complexity and artistic achievements of the people who lived on Marco Island centuries earlier. Seeing the artifacts in their place of origin will add to the appeal for residents and visitors. Joint applications from the Collier County Museums and the Marco Island Historical Society to borrow significant artifacts found on Marco Island during the 1896 Pepper-Hearst Archaeological Expedition from the Smithsonian Institution and University of Pennsylvania were submitted and reviewed and approved by the lending institutions. Each institution proffered a loan agreement that enumerates specific conditions under which the items may be borrowed. Important requirements include precise 16.D.7.a Packet Pg. 755 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Museum Division 2018 Strategic Plan.) 18 construction specifications for display cases, maintenance of specific temperatures and relative humidity, and the provision of appropriate electronic surveillance and manned security. Together the Museum Division and the Marco Island Historical Society can meet all named stipulations. The Museum Division and the Marco Island Historical Society have developed a Memorandum of Understanding specific to this project, outlining each organization’s roles and responsibilities in hosting the exhibition. In general, the Museum Division will assume responsibility for site security and costs related to insurance and crating and shipping. The Marco Island Historical Society will assume responsibility for mount making and case modifications, environmental monitoring and reporting, upgrades to the interpretive aspects of existing exhibits, and miscellaneous other costs. The term of the agreement extends through 30 days after the satisfactory return of the artifacts to the lending institutions. The Board of County Commissioners approved the loan agreements and the Memorandum of Understanding in June of 2017. In preparation for this exhibit, the Museum Division is investing approximately $45,000 in the Marco Island Historical Museum for security surveillance systems, $150,000 in to install back-up generator power. Operating expenses associated with providing manned security are estimated at $138,000 over the 30-month period of the loan (not incurred until FY 19). The Marco Island Historical Society expects to invest $250,000 in permanent facility upgrades for this project, and will cover some additional operating expenses over the same 30-month period as well. The Marco Island Historical Society may produce an exhibition catalog or other collateral for fundraising purposes. Any revenues realized will be re-invested in the Museum. The artifacts are scheduled to arrive in November 2018 and stay on display at the Marco Island Historical Museum through April 2021. A Gantt chart outlining activities to be undertaken by each organization in preparation for and through the period of the loan agreement is attached as Appendix F. Marketing The marketing landscape for cultural institutions like the Collier County Museums has gone through significant changes over the past five to ten years and continues to change at a rapid pace. Much of this change can be attributed to the advancement and adoption of new technologies like video marketing and social media, and a distinct move away from traditional mediums such as newspaper advertising and direct mailings. With these changes in consideration, the marketing strategy for Collier County Museums has been developed at a relatively high level: to develop a unified message, deliver the message to the widest possible audience, and evaluate its effectiveness. 16.D.7.a Packet Pg. 756 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Museum Division 2018 Strategic Plan.) 19 Collier County Museums has traditionally invested most of its marketing efforts in promotion of individual exhibits and events, and a focus on highlighting the differences among museum locations. This approach may have increased visitation or attention on one specific moment at a single location, but did little to promote Collier County Museums as a system of five museum locations that contribute to the whole and complement one another. Collier County Museums aspires to unify as a single branded system, offering five distinct locations, that tell one larger story: the history, heritage, and development of Collier County. Once this unified message is developed, current audiences must be evaluated to discern future audience growth opportunities, identify appropriate methods to reach these potential audiences, and ensure that future marketing efforts continue to reach these existing audiences. As new audiences are identified and added to marketing promotions, it is essential that evaluation is completed regularly so that changes can be made to deliver the highest quality promotion in a fiscally responsible manner. This overarching marketing “plan, do, check” model is elaborated upon with actions steps, measures, and targets in Appendix G. In addition, an annual spending plan is developed cooperatively among the Marketing Coordinator and members of the Leadership Team, and shared annually with staff from the Tourism Division to assure alignment with overall tourist tax spending goals. The public feedback process for this plan resulted in several comments and suggestions about marketing, including better marketing to residents, working with civic and volunteer organizations, and coordinating marketing for Roberts Ranch with other Immokalee area attractions. Programming Educational programming in museums has undergone a marked changed in the twenty-five years since the American Alliance of Museums first published its report Excellence and Equity: Education and the Public Dimension of Museums. The Museum Division strives to move to the forefront of these changes by meeting and exceeding the expectations set forth by the report, particularly, the call to “assert education at the center of their public service role.” In alignment with this directive and with the museum’s overarching goals, upcoming programming initiatives will include: refining the collateral associated with current programming, filling in obvious gaps in our programmatic offerings, identifying barriers to program participation and addressing them, developing an evaluation system to implement a “plan, do, check” loop for program development, and creating value-added programming that promotes members of the team as experts and can generate earned income. Refining education collateral allows the system to ensure that a baseline of information is covered at each location, and also helps us begin to highlight stories that are underrepresented in our exhibits. Develop a unified message Deliver the message to the widest possible audience Evaluate its effectiveness 16.D.7.a Packet Pg. 757 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Museum Division 2018 Strategic Plan.) 20 Standardized docent guides will serve as a training guide for volunteers and also ensure a consistent and professionally delivered customer experience. Likewise, family guides and self-guided tour aids will guide the visitor experience and supplement permanent and temporary exhibits. Increasing our programmatic offerings allows the museum to attract new audiences while maintaining its core base. Diversity in scope is key for increasing visitation. An increase in family friendly programs, night and weekend activities, and culturally sensitive programs will serve to attract new visitors. Evaluating our effectiveness in reaching all members of the community will entail considerable self- study and time to implement changes. Considerations for physical accessibility, providing more enriching experiences for persons with physical and developmental disabilities, adapting offerings to all ages, and ensuring that all community members in one way or another see themselves reflected in local history—that we are telling, or at least touching, each person’s history—will all be part of examining and removing barriers to participation. An evaluation system that uses feedback to inform future offerings will help us further understand and meet the needs of the communities we serve. Once we’ve attracted new visitors, we want to keep them coming back! Finally, the breadth and depth of Division staff expertise is a secret we should no longer keep. Promoting staff as the experts they are through podcasts, lecture offerings, and a speakers’ bureau helps develop public trust in the museums as an authoritative voice on local history, and additionally has the potential to be a source of earned revenue. A detailed action plan for achieving these objectives is attached as Appendix H. Comments from the public feedback process in developing this plan were that the respondent would like to see more quality programming and that history programs should be coordinated with the elementary and secondary schools. Although not specifically enumerated in this plan, such is a continuing effort the Division engages in. Revenue As mentioned above, the primary funding source for the Museum Division is tourist taxes. As such, the first and best defense against budgetary woes in the Museums is the development and maintenance of relationships with the Tourist Development Council and Board of County Commissioners wherein the Museums are valued for their contribution to the County’s tourism economy. While some may argue that few visitors come to Collier County exclusively to visit its Museums, over 40% of visitors to Florida participate in heritage tourism during their visits. The Museum Division’s intention is to make these visits less happenstance and more intentional, positioning the Museums among the Naples Zoo, the Children’s Museum of Naples and the Naples Botanical Gardens as “must see” cultural attractions for families visiting the area. For many years running, the Board of County Commissioners has adopted a revenue-centric budget policy, wherein a business unit’s ability to generate its own revenue gives it dollar-for-dollar monetary credit in budget development. In consideration of this, as well as the potential volatility of tourist tax revenue stream, the Museum Division’s best interest is served by diversifying its revenue sources. 16.D.7.a Packet Pg. 758 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Museum Division 2018 Strategic Plan.) 21 The first additional revenue source the Museums are pursuing is grant funding. In addition to offsetting tourist tax dollars, pursuit, receipt, and successful completion of these or similar grants will help position the Museums among state and federal agencies as a respectable and professionally engaged institution. This broader positive reputation enjoys a whole host of other benefits, such as recruiting power, a lobbying voice, and general public recognition. However, grants should be viewed as subcontracting arrangements and only pursued under the following conditions: 1. When the activity being funding is a project that would have been undertaken in keeping with the Division’s mission if funding were not otherwise an issue, and 2. When the Division is fully aware of the management and ongoing responsibilities associated with the funding and is sure it has the capacity to meet them. There are numerous grant opportunities that meet this test and could significantly enhance the Division’s ability to maintain and deliver high-quality facilities and programming. For the second year in a row, the Division has applied to the State of Florida Division of Historical Resources Special Category Grant Program for structural stabilization and rehabilitation of the Roberts home at the Immokalee Pioneer Museum at Roberts Ranch, requesting approximately $430,000. In 2017 the DHR Review and Ranking Committee ranked the project ninth among the submitted applications. Unfortunately, at the end of the 2018 state legislative session, appropriations to the grant program were not sufficient to fund the request. For 2018, the application ranked fifth. A legislative appropriation to the rant program of $1.75 million of more will fully fund our request. Additional grant funding that will be pursued includes national programs such as those of the Institute of Museum and Library Sciences and/or the National Endowment for the Humanities, and local sources such as the Florida Humanities Council and Collier County Community Foundation. Public feedback on this plan included a suggestion to coordinate grant requests with local businesses. The next area where effort will be invested in diversifying Museum revenues is in developing robust Friends organizations. As mentioned above, the Museums benefit from key partnerships with The Friends of the Collier County Museum, The Friends of the Museum of the Everglades, and The Marco Island Historical Society. Again, these groups’ contributions are “off the books” for the County, and therefore are not factored into the visible revenue-generation equation. This is unfortunate, as the time investment on both sides is significant, and the financial rewards, though varied, harbor significant potential. The nurturing of positive relationships with all three groups is critical to Museum Division success. Staff must negotiate the delicate balance of supporting without supplanting (or being supplanted by) these groups’ independence and achievements. Recently great strides have been made in strengthening these relationships, and the revenue plan attached as Appendix I includes systematic action steps for maintaining the same. Over the last several years, the Museums have made faithful, though circumstantially restricted, efforts at independent revenue generation through group tours, photo reproductions, and after-hours event rentals. The Museum revenue plan includes objectives for improving the efficacy of these programs and for developing new sources of earned revenue. An updated Fee Policy was approved by the Board of County Commissioners in February to facilitate this. A current focus is on improving the facility rental program which, following the termination of the relationship with the contracted vendor in January, is being administered in-house. Capital planning for facilities improvements and upgrades are being undertaken with revenue generation from rentals in 16.D.7.a Packet Pg. 759 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Museum Division 2018 Strategic Plan.) 22 mind, as appropriate. An example of this include the redesign of the Collier Museum at Government Center garden, which will include areas appropriate for wedding and event rentals. New sources of earned revenue included in the plan include limited retail, traveling exhibit rentals, and development of value-added programming such as a speakers’ bureau and travelling trunks. Radical changes in service delivery and projects of opportunity (such as charging admission to the Museums or participating in naming rights programs) are include in the plan as potential revenue sources that are beyond the scope of what can realistically be pursued now, but should not be dismissed out-of-hand. However, cost of administration, non-monetary secondary impacts, and physical site improvement needs all should be evaluated very carefully before moving forward. Implementation of any of these programs will require assessment of market interest, planning, Board of County Commissioners approval, execution, and evaluation. Temporary Exhibits Temporary exhibits encourage repeat visitation and broaden the Museums’ audience by introducing new and diverse topics. Temporary exhibits should serve the mission and give more dimension to permanent exhibits – showing different perspectives and giving voices to people who may have been marginalized by traditional telling of history. Four of the five museum locations have dedicated spaces for temporary exhibits. Only the Immokalee Pioneer Museum at Roberts Ranch lacks a dedicated space, although the location has space enough to feature temporary exhibits if desired. An untapped opportunity all locations can explore is the possibility for outdoor exhibits or pop-up exhibits in smaller or under-utilized areas. Traditionally each Museum Manager has been responsible for booking temporary exhibits, and content has run the gamut from detailed aspects of Southwest Florida history to the works of local abstract artists to travelling exhibits of national and international interest. The Temporary Exhibits Committee examined current and best practices and created a plan that allows for autonomy and location-based decision-making among Museum Managers, but also fosters collaboration and thematic unity to draw the sites within the system together. This strategy capitalizes on the paradox of the Collier County Museums Division: five distinct locations with unique stories united by common governance and geography to create a complete picture of the history of Collier County. Each Museum Manager remains ultimately responsible for the temporary exhibits at their respective location. Choices and decisions regarding exhibit content and themes will be the result of collaboration with colleagues both individually and as groups: specifically, Administration, Education and Collections (the Director and Curators of those areas), the Leadership Team, and the standing committee dedicated to Temporary Exhibits. Brainstorming topics and ideas is more productive as a team effort rather than working in a vacuum. The Temporary Exhibits Committee determined that consideration should be given to significant anniversaries, cultural heritage months, and seasonal themes when planning an exhibit schedule (for example, hurricane season, harvest festival, or swamp buggy races). This helps grow and diversify our audiences by partnering with our communities for local events or piggybacking on trending topics. 16.D.7.a Packet Pg. 760 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Museum Division 2018 Strategic Plan.) 23 Annually each location will participate in presenting its own take of an aspect of a single theme. (For example, for a theme of food the Marco Island Historical Museum could focus on clams, Museum of the Everglades grapefruit a la Deep Lake, beef at Immokalee Pioneer Museum at Roberts Ranch, stone crab at the Naples Depot Museum, and hearts of palm at Collier Museum at Government Center.) The first coordinated effort at systemwide thematic temporary exhibits will coincide with Collier County’s Centennial in 2023. Temporary exhibits will be scheduled in three four-month seasons: January through April, May through August, and September through December. The hosting of a temporary exhibit can span over seasonal breaks if necessary. The length of a temporary exhibit will vary based on internal and external factors. It is not recommended that a temporary exhibit be hosted if it cannot be on display for one full month, though some exceptions may apply. Consideration will be given to seasonal themes, as noted above, and also to what might appeal more to seasonal visitors versus year-round residents. To allow for appropriate marketing plans for temporary exhibits will be solidified eight weeks prior to the season in which they will be held, with an ultimate goal of the planning process being completed one year in advance. Finally, the Temporary Exhibits Committee recommends a mix of renting exhibits produced by other institutions and curating temporary exhibits in-house. Developing temporary exhibits that could travel to other institutions for a fee is a goal of the earned revenue plan. Similarly, the revenue plan and new Fee Policy contemplate admission to temporary exhibits and fee-based destination events. A complete Temporary Exhibits plan, with action steps, measures, and targets is include as Appendix J. Feedback from the public input process in this plan included doing a temporary exhibit on dark night skies and bringing more arts to Immokalee. Conclusion The Museum Division grew from one location to five in a short period of time, proving the trust of the community but limiting opportunities for long-range planning. With new personnel in key leadership positions, the Division has defined a new direction forward based on four broad goals: grow and diversify our audience; refine the stories we tell; diversify our revenue streams; and foster a collaborative team. While sufficient future funding to meet all Division needs (let alone the ambitions of this plan) is not guaranteed, the pursuit of excellence through accreditation, stewardship, outreach, and fiscal responsibility should create a foundation worthy of future investment. 16.D.7.a Packet Pg. 761 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Museum Division 2018 Strategic Plan.) Appendix A - Museums Divisions Leadership Team SWOT Analysis February 2017 Strengths: • A quality staff with a variety of backgrounds and knowledge. • 5 very distinct museums that tell and has the ability to tell all of the history of Collier County • Earmarked funding stream outside of general revenue • Programs offered free to general public/schools • Subject area specialists among staff in the system • Adequate staff resources to operate each facility • Key partnerships – particularly MIHS, FofCCM, FofMOE • Documentary and photographic archive that is partially catalogued • High exhibit quality at Depot and MIM; Some moderate to high quality exhibits at other facilities; Some outdated exhibits • County structure, defined bottom line • Broad support network, strong team • Growing support from Collier County Tourism office • New exhibits • Diversity of staff skill sets • New and established talent on staff • Commitment from volunteers • Commitment from staff • Non-ad valorem funding source • BOCC and CMO support Weaknesses: • No clear and distinct mission • Silos • No clear understanding of how each function of the museum is performed; e.g. are all exhibits generated by the Curator of Collections in conjunction with the museum managers? • Collections that don’t relate to Collier County history. • No clear understanding of the direction of the museum. • Mission creep, particularly in events • Lack of branding – individually and collectively • Lack of diversity in revenue sources • Absence of marketing evaluation for effectiveness; marketing overall appears to be a weakness • Inequitable resources and use of resources between facilities (which could potentially lead to internal competition) • Lack of coordinated efforts for openings, exhibits, other events • Untapped potential of staff and facilities, and potentially of volunteers and Friends groups • Lack of a cohesive strategic plan • Limited access to museum collections among staff • Disconnected geographic locations • Lack of established Division training protocol • Lack of established fill-in or on-call system • Poor methods of gathering visitor data • Lack of consistency in processes among locations • Lack of diversity in revenue sources • Old negative behaviors persist • Lack of communication/direction • BOCC/CMO? Opportunities: • A majority new staff brings new ideas. • Collaborative efforts (internal and external) • The chance to completely rewrite and retell the stories that we tell. • Income generation through programming • Diversify funding through retail, membership, external events, and grant sources • Immokalee is a Federal Promise Zone and a REDI community as defined by state funding agencies • Building partnerships across the tourism and attraction communities • Use marketing to diverse audiences to the system • Add digital content to museum facilities and expanded digital footprint online • Increase accessibility to sites, site features, and collections • Oral history projects • Internally generated research projects on our collections (i.e., reputation building) • Strategic planning • Perceived value in the community • Review/retool special events • Ability to hit the “refresh” button • Establish new lines/methods of communication • Start fresh/rewrite the vision • Museums are “cool” again • Ability to raise revenue • Ability to engage the community • Ability to establish MOUs with Friends groups Threats: • Outside influences • Lack of collaboration • Deferred maintenance on historic structures • Staff training and internal growth • Accessibility challenges or inaccessible areas at multiple facilities • Lack of diverse funding streams • Lack of strategic plan • Friends groups/Historical Society – Have too much power and influence • Limited volunteer pool that decides where and when to work • Perceived value in the community • Fundraising in a government environment • Friends groups • Historic baggage/past track record/community perception • Difficulty embracing change • Everyone not being on the same page (and accountable) • Lack of assessment/data on facilities infrastructure needs • Lack of understanding on purchasing and finance protocol 16.D.7.a Packet Pg. 762 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the AMERICAN ASSOCIATION OF MUSEUMS Museum Advancement & Excellence Accreditation Program ______________________________________________________ 1575 EYE STREET NW, SUITE 400 WASHINGTON, DC 20005 202.289.1818 FAX 202.289.6578 www.aam-us.org Page 1 of 3 Accreditation Program Standards: Characteristics of an Accreditable Museum Approved by the Accreditation Commission on December 3, 2004 Effective January 1, 2005 Public Trust & Accountability • The museum is a good steward of its resources held in the public trust. • The museum identifies the communities it serves, and makes appropriate decisions in how it serves them. • Regardless of its self-identified communities, the museum strives to be a good neighbor in its geographic area. • The museum strives to be inclusive and offers opportunities for diverse participation. • The museum asserts its public service role and places education at the center of that role. • The museum demonstrates a commitment to providing the public with physical and intellectual access to the museum and its resources. • The museum is committed to public accountability and is transparent in its mission and its operations. • The museum complies with local, state, and federal laws, codes, and regulations applicable to its facilities, operations, and administration. Mission & Planning • The museum has a clear understanding of its mission and communicates why it exists and who benefits as a result of its efforts. • All aspects of the museum’s operations are integrated and focused on meeting its mission. • The museum’s governing authority and staff think and act strategically to acquire, develop, and allocate resources to advance the mission of the museum. • The museum engages in ongoing and reflective institutional planning that includes involvement of its audiences and community. • The museum establishes measures of success and uses them to evaluate and adjust its activities. 16.D.7.a Packet Pg. 763 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Museum Division 2018 Strategic Plan.) Page 2 of 3 Characteristics of an Accreditable Museum 1-1-05 Leadership & Organizational Structure • The governance, staff, and volunteer structures and processes effectively advance the museum’s mission. • The governing authority, staff, and volunteers have a clear and shared understanding of their roles and responsibilities. • The governing authority, staff, and volunteers legally, ethically, and effectively carry out their responsibilities. • The composition, qualifications, and diversity of the museum’s leadership, staff, and volunteers enable it to carry out the museum’s mission and goals. • There is a clear and formal division of responsibilities between the governing authority and any group that supports the museum, whether separately incorporated or operating within the museum or its parent organization. Collections Stewardship • The museum owns, exhibits, or uses collections that are appropriate to its mission. • The museum legally, ethically, and effectively manages, documents, cares for, and uses the collections. • The museum’s collections-related research is conducted according to appropriate scholarly standards. • The museum strategically plans for the use and development of its collections. • Guided by its mission, the museum provides public access to its collections while ensuring their preservation. Education & Interpretation • The museum clearly states its overall educational goals, philosophy, and messages, and demonstrates that its activities are in alignment with them. • The museum understands the characteristics and needs of its existing and potential audiences and uses this understanding to inform its interpretation. • The museum’s interpretive content is based on appropriate research. • Museums conducting primary research do so according to scholarly standards. • The museum uses techniques, technologies, and methods appropriate to its educational goals, content, audiences, and resources. • The museum presents accurate and appropriate content for each of its audiences. • The museum demonstrates consistent high quality in its interpretive activities. • The museum assesses the effectiveness of its interpretive activities and uses those results to plan and improve its activities. Financial Stability • The museum legally, ethically, and responsibly acquires, manages, and allocates its financial resources in a way that advances its mission. • The museum operates in a fiscally responsible manner that promotes its long-term sustainability. 16.D.7.a Packet Pg. 764 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Museum Division 2018 Strategic Plan.) Page 3 of 3 Characteristics of an Accreditable Museum 1-1-05 Facilities & Risk Management • The museum allocates its space and uses its facilities to meet the needs of the collections, audience, and staff. • The museum has appropriate measures to ensure the safety and security of people, its collections and/or objects, and the facilities it owns or uses. • The museum has an effective program for the care and long-term maintenance of its facilities. • The museum is clean and well-maintained, and provides for the visitors’ needs. • The museum takes appropriate measures to protect itself against potential risk and loss. 16.D.7.a Packet Pg. 765 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Museum Division 2018 Strategic Plan.) Appendix C - Accreditation Timeline Q1 FY 18Q2 FY 18Q3 FY 18Q4 FY 18Q1 FY 19Q2 FY 19Q3 FY 19Q4 FY 19Q1 FY 20Q2 FY 20Q3 FY 20Q4 FY 20Q1 FY 21Q2 FY 21Q3 FY 21Q4 FY 21Q1 FY 22Q2 FY 22Q3 FY 22Q4 FY22Q1 FY 23Q2 FY 23Q3 FY 23Q4 FY23Q1 FY 24Q2 FY 24Q3 FY 24Q4 FY24Q1 FY 25Q2 FY 25Q3 FY 25Q4 FY25Address 2010 MAP Recommendations Conduct StEPs Assessment Implement Changes Resulting from StEPs Assessment Conduct MAP Organizational Assessment Implement Changes Resulting from MAP Organizational Assessment Conduct MAP Collections Assessment Implement Changes Resulting from MAP Collections Assessment Conduct MAP Community Engagement Assessment Implement Changes Resulting from MAP Community Engagement Assessment Conduct CAP Assessment Implement Changes Resulting from CAP Assessment Complete Core Documents Complete Accrediation 16.D.7.a Packet Pg. 766 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Location Project FY17 FY18 FY19 FY20 FY21 FY22 FY23 TOTAL Collier Museum at Government Center Craighead Lab Renovations 54,000.00$ 54,000.00$ Historic Buildings Evaluation 55,000.00$ 55,000.00$ Huntoon Renovations 111,000.00$ 111,000.00$ Naples Cottage Renovations 120,000.00$ 120,000.00$ Rogers Studio Renovations 235,000.00$ 16,000.00$ 251,000.00$ Garden Small Projects 50,000.00$ 50,000.00$ Garden Redesign 70,000.00$ 70,000.00$ Garden Renovation Phase I 230,000.00$ 230,000.00$ Garden Renovation Phase II 170,000.00$ 170,000.00$ Garden Renovation Phase III 65,000.00$ 65,000.00$ Collier Museum at Government Center Subtotal 235,000.00$ 104,000.00$ 70,000.00$ 230,000.00$ 225,000.00$ 176,000.00$ 136,000.00$ 1,176,000.00$ Museum of the Everglades Parking Lot Engineering and Resurfacing 87,000.00$ 87,000.00$ Hurricane Irma Repairs 35,000.00$ 35,000.00$ IT and Security Upgrade 35,000.00$ 35,000.00$ Historic Building Evaluation 10,000.00$ 10,000.00$ HVAC Replacement 18,000.00$ 32,000.00$ 50,000.00$ Windows and Buidling Fabric Repairs 140,000.00$ 140,000.00$ Roof Replacement 100,000.00$ 100,000.00$ Lecture Space A/V and PA Improvements 32,000.00$ 32,000.00$ Exhibit Masterplanning 28,000.00$ 28,000.00$ Exhibit Redesign, Fabrication and Installation 150,000.00$ 150,000.00$ Museum of the Everglades Subtotal 87,000.00$ 98,000.00$ 64,000.00$ 100,000.00$ 140,000.00$ 28,000.00$ 150,000.00$ 667,000.00$ Immokalee Pioneer Museum at Roberts Ranch IT and Security Upgrade 42,000.00$ 42,000.00$ Visitor Center Improvements 67,000.00$ 67,000.00$ Roberts Home Repairs 92,000.00$ 364,000.00$ 30,000.00$ 486,000.00$ Chickee Replacement 50,000.00$ 50,000.00$ Site Masterplanning 86,000.00$ 86,000.00$ Site Improvements Implementation Phase I 95,000.00$ 95,000.00$ Site Improvements Implementation Phase II 125,000.00$ 125,000.00$ Site Improvements Implementation Phase III 325,000.00$ 400,000.00$ 725,000.00$ Horse Barn Adaptive Reuse 23,000.00$ 125,000.00$ 100,000.00$ 250,000.00$ 498,000.00$ Bunk House Adaptive Reuse 9,000.00$ 38,000.00$ 35,000.00$ 65,000.00$ 147,000.00$ Small Structures Repairs 5,000.00$ 73,000.00$ 40,000.00$ 118,000.00$ Immokalee Pioneer Museum at Roberts Ranch Subtotal 42,000.00$ 67,000.00$ 215,000.00$ 745,000.00$ 330,000.00$ 640,000.00$ 400,000.00$ 2,439,000.00$ Naples Depot Museum Exterior Doors Replacement 16,000.00$ 16,000.00$ Tavern Car Restoration 247,000.00$ 247,000.00$ IT and Security Upgrade 92,000.00$ 92,000.00$ Baggage Car Adaptive Reuse 600,000.00$ 600,000.00$ Caboose Restoration 31,000.00$ 31,000.00$ Lecture Space A/V and PA Improvements 15,000.00$ 15,000.00$ Electrical Upgrade and Office Space Creation 121,000.00$ 121,000.00$ Windows and Buidling Fabric Repairs 218,000.00$ 218,000.00$ Loading Dock Replacement 42,000.00$ 42,000.00$ Exhibits Upgrades 60,000.00$ 100,000.00$ 160,000.00$ Naples Depot Museum Subtotal 16,000.00$ 339,000.00$ 646,000.00$ 121,000.00$ 260,000.00$ 60,000.00$ 100,000.00$ 1,542,000.00$ Apprendix D - Capital Improvement Plan (Projects) 16.D.7.a Packet Pg. 767 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Marco Island Historical Museum Railings Installation 22,000.00$ 22,000.00$ Pioneer Gallery Design, Fabrication and Installation 300,000.00$ 300,000.00$ Exterior Windows and Doors Exhibit 46,000.00$ 46,000.00$ IT and Security Upgrade 51,000.00$ 51,000.00$ Generator Engineering and Installation 150,000.00$ 150,000.00$ Calusa Gallery Exhibit Upgrades 250,000.00$ 250,000.00$ Outdoor Classroom Creation 10,000.00$ 89,000.00$ 99,000.00$ Needs Assessment for Next CIP 12,000.00$ 12,000.00$ Masterplanning for Next CIP 170,000.00$ 170,000.00$ Marco Island Historical Museum Subtotal 419,000.00$ 400,000.00$ 10,000.00$ 89,000.00$ -$ 12,000.00$ 170,000.00$ 1,100,000.00$ Systemwide Projects Accessibility Assessment 35,000.00$ 35,000.00$ Systemwide Projects Subtotal -$ -$ -$ -$ 35,000.00$ -$ -$ 35,000.00$ Division TOTAL 799,000.00$ 1,008,000.00$ 1,005,000.00$ 1,285,000.00$ 990,000.00$ 916,000.00$ 956,000.00$ 6,959,000.00$ 16.D.7.a Packet Pg. 768 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Appendix D - Capital Improvement Plan - Funding Location Project Private Funding Source Insurance Proceeds/FEMA Reimbursement Marco Island Historical Society Tourism Division Division of Historical Resources Grant Division of Cultural Resources Grant CDBG Grant Foundation Grant Fund 314 Museum Capital Dollars TOTAL Collier Museum at Government Center Craighead Lab Renovations 54,000.00$ 54,000.00$ Historic Buildings Evaluation 55,000.00$ 55,000.00$ Huntoon Renovations 111,000.00$ 111,000.00$ Naples Cottage Renovations 120,000.00$ 120,000.00$ Rogers Studio Renovations 235,000.00$ 16,000.00$ 251,000.00$ Garden Small Projects 50,000.00$ 50,000.00$ Garden Redesign 70,000.00$ 70,000.00$ Garden Renovation Phase I 230,000.00$ 230,000.00$ Garden Renovation Phase II 170,000.00$ 170,000.00$ Garden Renovation Phase III 65,000.00$ 65,000.00$ Collier Museum at Government Center Subtotal 235,000.00$ -$ -$ -$ -$ -$ -$ -$ 941,000.00$ 1,176,000.00$ Museum of the Everglades Parking Lot Engineering and Resurfacing 87,000.00$ 87,000.00$ Hurricane Irma Repairs 35,000.00$ 35,000.00$ IT and Security Upgrade 35,000.00$ 35,000.00$ Historic Building Evaluation 10,000.00$ 10,000.00$ HVAC Replacement 10,000.00$ 40,000.00$ 50,000.00$ Windows and Buidling Fabric Repairs 140,000.00$ 140,000.00$ Roof Replacement 100,000.00$ 100,000.00$ Lecture Space A/V and PA Improvements 32,000.00$ 32,000.00$ Exhibit Masterplanning 28,000.00$ 28,000.00$ Exhibit Redesign, Fabrication and Installation 150,000.00$ 150,000.00$ Museum of the Everglades Subtotal -$ 45,000.00$ -$ -$ 140,000.00$ -$ -$ -$ 482,000.00$ 667,000.00$ Immokalee Pioneer Museum at Roberts Ranch IT and Security Upgrade 42,000.00$ 42,000.00$ Visitor Center Improvements 67,000.00$ 67,000.00$ Roberts Home Repairs 440,000.00$ 46,000.00$ 486,000.00$ Chickee Replacement 50,000.00$ 50,000.00$ Site Masterplanning 86,000.00$ 86,000.00$ Site Improvements Implementation Phase I 95,000.00$ 95,000.00$ Site Improvements Implementation Phase II 125,000.00$ 125,000.00$ Site Improvements Implementation Phase III 725,000.00$ 725,000.00$ Horse Barn Adaptive Reuse 475,000.00$ 23,000.00$ 498,000.00$ Bunk House Adaptive Reuse 138,000.00$ 9,000.00$ 147,000.00$ Small Structures Repairs 118,000.00$ 118,000.00$ Immokalee Pioneer Museum at Roberts Ranch Subtotal -$ -$ -$ -$ 440,000.00$ 613,000.00$ 50,000.00$ 725,000.00$ 611,000.00$ 2,439,000.00$ Naples Depot Museum Exterior Doors Replacement 16,000.00$ 16,000.00$ Tavern Car Restoration 247,000.00$ 247,000.00$ IT and Security Upgrade 92,000.00$ 92,000.00$ Baggage Car Adaptive Reuse 600,000.00$ 600,000.00$ Caboose Restoration 31,000.00$ 31,000.00$ Lecture Space A/V and PA Improvements 15,000.00$ 15,000.00$ Electrical Upgrade and Office Space Creation 121,000.00$ 121,000.00$ Windows and Buidling Fabric Repairs 218,000.00$ 218,000.00$ Loading Dock Replacement 42,000.00$ 42,000.00$ Exhibits Upgrades 160,000.00$ 160,000.00$ Naples Depot Museum Subtotal -$ -$ -$ 600,000.00$ 218,000.00$ -$ -$ -$ 724,000.00$ 1,542,000.00$ Marco Island Historical Museum Railings Installation 22,000.00$ 22,000.00$ Pioneer Gallery Design, Fabrication and Installation 300,000.00$ 300,000.00$ 16.D.7.a Packet Pg. 769 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Exterior Windows and Doors Exhibit 46,000.00$ 46,000.00$ IT and Security Upgrade 51,000.00$ 51,000.00$ Generator Engineering and Installation 150,000.00$ 150,000.00$ Calusa Gallery Exhibit Upgrades 250,000.00$ 250,000.00$ Outdoor Classroom Creation 99,000.00$ 99,000.00$ Needs Assessment for Next CIP 12,000.00$ 12,000.00$ Masterplanning for Next CIP 170,000.00$ 170,000.00$ Marco Island Historical Museum Subtotal -$ -$ 296,000.00$ -$ -$ -$ -$ -$ 804,000.00$ 1,100,000.00$ Systemwide Projects Accessibility Assessment 35,000.00$ 35,000.00$ Systemwide Projects Subtotal -$ -$ -$ -$ -$ -$ -$ -$ 35,000.00$ 35,000.00$ -$ Division TOTAL TOTAL 235,000.00$ 45,000.00$ 296,000.00$ 600,000.00$ 798,000.00$ 613,000.00$ 50,000.00$ 725,000.00$ 3,597,000.00$ 6,959,000.00$ 16.D.7.a Packet Pg. 770 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Project FY17 FY18 FY19 FY20 FY21 FY22 FY23 TOTAL Private Funding Source 235,000.00$ 235,000.00$ Insurance Proceeds/FEMA Reimbursement 45,000.00$ 45,000.00$ Marco Island Historical Society 46,000.00$ 250,000.00$ 296,000.00$ Tourism Division 600,000.00$ 600,000.00$ Division of Historical Resources Grant 440,000.00$ 358,000.00$ 798,000.00$ Division of Cultural Resources Grant 163,000.00$ 135,000.00$ 315,000.00$ 613,000.00$ CDBG Grant 50,000.00$ 50,000.00$ Foundation Grant 325,000.00$ 400,000.00$ 725,000.00$ Subtotal Leveraged Funds 281,000.00$ 295,000.00$ 600,000.00$ 653,000.00$ 493,000.00$ 640,000.00$ 400,000.00$ 3,362,000.00$ Fund 314 Museum Capital Dollars 518,000.00$ 713,000.00$ 405,000.00$ 632,000.00$ 497,000.00$ 276,000.00$ 556,000.00$ 3,597,000.00$ TOTAL 799,000.00$ 1,008,000.00$ 1,005,000.00$ 1,285,000.00$ 990,000.00$ 916,000.00$ 956,000.00$ 6,959,000.00$ Percent of Capital Projects Using Leveraged Funds 35%29%60%51%50%70%42%48% Appendix D - Capital Improvement Plan (Affordability) 16.D.7.a Packet Pg. 771 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Strategic Goals Objectives Action/Steps Responsible Party Measure Target Grow and Diversify Our Audience Past Perfect Online Begin conversation with IT about compliance for future plans to make catalog available online.Curator of Collections and IT % complete 100% Q2 FY 21 Launch Past Perfect online catalog.Curator of Collections and IT % complete 100% Q1 FY 22 Digitize Appropriate Holdings Identify projects and develop budget. Curator of Collections % complete 100% Q2 FY 18 Research vendors and cost to capture 3-D photographs of significant collection objects.Curator of Collections % complete 100% Q2 FY 19 Refine the Stories We Tell Update Existing Collections Policy Revise existing 1987 Collections Policy (Resolution 87-200). Committee revise first draft for Director review. Curator of Collections and Collections Committee % complete 100% Q2 FY 18 Director review and submit RLS to CAO.Director %c complete 100% Q3 FY 18 Draft Executive Summary with CAO-approved policy for Commissioner approval. Director % complete 100% Q4 FY 18 Determine and Address Collections Storage Needs Identify and measure existing storage spaces. Curator of Collections % complete 100% Q1 FY 18 Inventory and evaluation of stored objects. Curator of Collections % complete 50% Q2 FY 18, 100% Q2 FY 19 Create retention schedule for administrative files. Coordinate efforts with Administrative Services Dept.Curator of Collections ongoing ongoing Create Acquisition Plan Collections Committee drafts plan with input from site managers and Curator of Education. Curator of Collections, Collections Committee, and Curator of Education % complete 100% Q4 FY 18 Submit draft to Museum Director for approval.Director % complete 100% Q1 FY 19 Review plan for any potential revisions. Curator of Collections, Collections Committee, and Curator of Education % complete 100% Q2 FY 22 Foster a Collaborative Team Address Cataloging Backlog Continue Past Perfect and museum related studies staff training via online webinars and workshops. Curator of Collections ongoing ongoing Develop summer internship for candidates with cataloging experience to assist with backlog.Curator of Collections % complete 50% Q2 FY 18, 100% Q3 FY 19 Hire temporary job banker to assist with cataloging back log at branch locations. Director and Curator of Collections % complete 50% Q2 FY 18, 100% Q1 FY 19 Past Perfect Upgrade Procure software upgrade and licensing for network with 11-25 users. Curator of Collections % complete 100% Q4 FY17 Procure Virtual Machine (VM) to be created by IT and named BCCMUSEUM01 to provide automatic back-ups. Curator of Collections and IT % complete 100% Q1 FY 18 Initial training available via Online User Guide. Online webinars and on-site workshops available.Curator of Collections % complete ongoing Develop Standards Guide for use by all staff.Curator of Collections % complete 50% Q4 FY 19 Diversify Our Revenue Streams Address Conservations Needs Create priority list and plan budget.Curator of Collections ongoing ongoing Publicize completed projects.Curator of Collections and Marketing % complete 50% Q2 FY 18, 100% Q1 FY 19 Initiate Adopt-an-Artifact program as additional funding source, possibly through FOCCM. Director, Curator of Collections, and Marketing Coordinator % complete 50% Q3 FY 18, 100% Q2 FY 19 Appendix E - Collections Plan 16.D.7.a Packet Pg. 772 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Appendix F - Artifacts Loan Timeline Q1 FY 17Q2 FY 17Q3 FY 17Q4 FY 17Q1 FY 18Q2 FY 18Q3 FY 18Q4 FY 18Q1 FY 19Q2 FY 19Q3 FY 19Q4 FY 19Q1 FY 20Q2 FY 20Q3 FY 20Q4 FY 20Q1 FY 21Q2 FY 21Q3 FY 21Budget development and approval Loan agreement approval MOU development and approval Security system install Generator install Arrangements for insurance coverage Aarrangements for shipping Arrangements for insitution personnel Arrangements for onsite security Funding initiatives Display cases Interpretive panels Exhibition marketing Artifacts on display Development of interpetive programming Provision of interpretive programming Provision of onsite security Responsible Party Collier County Museums Marco Island Historical Society Joint Responsibility 16.D.7.a Packet Pg. 773 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Strategic Goals Objectives Action/Steps Responsible Party Measure Target Grow and Diversify Our Audience Identify current audience Research, develop, and implement protocol for ascertaining demographical information Marketing Coordinator and Marketing Committee % complete Q3 FY18 Using above, create a report of current market penetration Marketing Coordinator and Marketing Committee % complete Q4 FY18 Diversify target audience Research and identify available audiences in Collier County and surrounding region Marketing Coordinator and Marketing Committee % complete Q4 FY18 Develop and implement plan to reach new audiences Marketing Coordinator and Marketing Committee # of new audiences 3 minimum Q4 FY19 Diversify methods of communication Research and identify available marketing mediums Marketing Coordinator and Marketing Committee % complete Q3 FY18 Using above, develop marketing budget that encompasses at least 75% of available mediums Marketing Coordinator % complete ongoing, 100% each Q4 FY Assess ROI of different mediums and adapt plan as needed to maximize efficacy Marketing Coordinator ongoing ongoing Refine the Stories We Tell Develop system-wide "Brand" and message Create new logo for Collier County Museums Director and Marketing Coordinator % complete Q1 FY18 Develop message for Museums system Director, Marketing Coordinator, and Marketing Committee % complete Q1 FY18 Develop new website that is informative, easy to use, and consistent with industry trends Marketing Coordinator % complete 75% Q1 FY18, 100% Q1 FY19 Develop Standards Guide for use by all staff Marketing Coordinator % complete Q2 FY18 Determine message effectiveness Create/distribute customer feedback survey to evaluate public perception of Museums Marketing Coordinator % complete ongoing, 100% each Q3 FY Develop plan for further assessing public image of Collier County Museums Marketing Coordinator and Marketing Committee ongoing ongoing Using Qualtrics, determine how visitors are learning about museums, events, exhibits Marketing Coordinator ongoing ongoing Adapt marketing efforts as needed based on above feedback Marketing Coordinator ongoing ongoing Foster a Collaborative Team Establish relevant organizational partnerships Identify individuals and organizations that can add to and enhance the Museum's mission Director and Leadership Team ongoing ongoing Develop plan to approach these individuals and organizations, including what value we can provide in return Director and Leadership Team ongoing, as needed ongoing Implement plan, involving Friends groups and other partners as needed Director and Leadership Team ongoing, as needed ongoing Foster inclusive collaboration within Collier County Museums staff Develop semiannual evaluation survey to be distributed among staff Marketing Coordinator % complete Q3 FY18 Adapt marketing plan and budget as needed based on staff feedback Marketing Coordinator ongoing ongoing Appendix G - Marketing Plan 16.D.7.a Packet Pg. 774 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Strategic Goals Objectives Action/Steps Responsible Party Measure Target Grow and Diversify Our Audience Fill in obvious gaps in service Increase our digital footprint through podcast and videos Curator of Education and Marketing Coordinator # podcasts per month 1 minimum beginning Q2 FY 19 Develop school-aged and pre-school offerings Curator of Education # programs per month 1 minimum beginning Q3 FY 18 Develop evening and weekend programs Curator of Education and Marketing Coordinator # programs per month 1 minimum beginning Q3 FY 18 Develop young professonal programs Curator of Education and Marketing Coordinator # events per year 3 minimum beginning FY 17 Evaluate and develop a plan to address accessibility Have county ADA office evaluate accessiblity at each site Curator of Education and Museum Managers # sites evaluated 1 per quarter beginning FY 19 Bring in outside consultants as needed Director, Curator of Education and Museum Managers # sites evaluated 5 completed FY 21 Refine the Stories We Tell Refine Collateral Associated with Curent Programs Rewrite Docent Guides Curator of Education and Museum Managers # complete 5 by Q4 FY 18 Develop self-guided tours for each museum Curator of Education and Museum Managers # complete 5 by Q4 FY 19 Evaluate all offerings Write and implement program specific Qualtrics Surveys Curator of Education and Marketing Coordinator % complete 100% by Q3 FY 18, ongoing thereafter Complete AAM self study Accreditation Committee % complete 100% Q3 FY 22 Foster a Collaborative Team Create a speakers bureau of museum staff Each leadership team member develop a new presentation each year Curator of Education and Leadership Team # complete annually 6 per year, minimum Develop specific podcasts episodes highlighting each museum offerings Curator of Education and identified staff # podcasts per month 1 minimum beginning Q2 FY 19 Diversify Our Revenue Streams Create travelling trunks Research need and develop plan to create trucks in accordance with demand and budget Curator of Education % plan complete % implementation complete Plan 100% Q2 FY 20 Implementation 100% Q2 FY 21 Procure and create trunks according to plan Curator of Education # trunks created TBD by project plan Market trunks and oversee their use Curator of Education and Marketing Coordinator # trunks used per year TBD by project plan Appendix H - Programming Plan 16.D.7.a Packet Pg. 775 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Strategic Goal Objective Action Steps Responsible Party Measure Target Grow and Diversify Our Audiences Improve efficacy of existing sources of earned revenue Make all marketable photos in collection available on website Curator of Collections % of photos available 50% FY 18 75% FY 19 100% FY 20 Investigate ROI of online ordering system and implement if warranted Curator of Collections ROI report complete, implementation plan prepared if warranted report complete Q2 FY 19, if warranted request included in FY 20 budget, implementation complete Q4 FY 20 Promote availability of reproductions to target markets Marketing Coordinator # of targeted promotion activities 1 annually, minimum revisit and walking pricing and update in fee policy Director, with Leadership Team input fee policy approved by BCC February 2018 update group tour and walking tour policies and procedures Director, with Leadership Team input internal P&P complete July 2018 promote availability of group tours and walking tours to target markets Marketing Coordinator # of targeted promotion activities 2 annually, minimum terminate current outsourced contract for facilities rentals Director contract amendment approved by BCC September 2017 include renatls pricing in revised fee policy Director and Marketing Coordinator fee policy approved by BCC February 2018 write rentals policies and procedures Director, Marketing Coordinator, NDM Manager internal P&P complete July 2018 promote avilability of rentals to target markets Marketing Coordinator # of targeted promotion activities 4 annually, minimum develop capital improvement plans that will improve rentable spaces Director, with Leadership Team input completed CIPs included in Strategic Plan January 2018 Refine the Stories We Tell Maintain an Openness to Radical Change and Projects of Opportunity implement point of sale system, need anylsis of ROI before implementation plan, how to gauge?Director ROI report complete unknown pursue naming rights opportunities, independent or within County initiatives?Director unknown ongoing charge general admission, last resort, contingent upon point of sale and capital investment in site configuration, may require additional staff Director unknown unknown Foster a Collaborative Team Maintain and improve positive relationships with major funding sources Meet or coordinate tourism marketing efforts with the CVB at least quarterly Marketing Coordinator # of annual meeting/coordiantion activities 4 minimum Report and present to TDC on Museum data and events monthly Director or designee # of annual meetings attended/preentations 10 minimum Personally invite appropriate BCC members to all relavent Museum events Leadership team members, as self- initiated or assigned # of invitations 1 each per location annually, minimum Prodcue an annual report to share with stakeholders Director and Marketing Coordinator report produced annually Q1 of following year Nurture relationships with and build capacity of support and partner organizations Attend FOCCM meetings Director # of meetings attended miss no more than 1 annually Maintain open dialog with FOCCM Director # of written feedback documents requested 1 annually, minimum Address FOCCM needs through written plan reponding to solicited feedback Director # of response plans produced 1 annually, minimum Implement agreed-upon plan to address FOCCM needs Director % complete, tasks in response plan 85% minimum Participate in PSD program to ensure compliance within/among Friends groups Director % compliance with PSD program 100% compliance Attend FOMOE meetings Manager, MOE # of meetings attended miss no more than 1 annually Maintain open dialog with FOMOE Manager, MOE # of written feedback documents requested 1 annually, minimum Address FOMOE needs through written plan reponding to solicited feedback Manager, MOE # of response plans produced 1 annually, minimum Implement agreed-upon plan to address FOMOE needs Manager, MOE % complete, tasks in response plan 85% minimum Appendix I - Revenue Plan 16.D.7.a Packet Pg. 776 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Participate in PSD program to ensure compliance within/among Friends groups Director and Manager, MOE % compliance with PSD program 100% compliance Attend MIHS meetings Manager, MIHM # of meetings attended miss no more than 1 annually Maintain open dialog with MIHS Manager, MIHM # of written feedback documents requested 1 annually, minimum Address MIHS needs through written plan reponding to solicited feedback Manager, MIHM # of response plans produced 1 annually, minimum Implement agreed-upon plan to address MIHS needs Manager, MIHM % complete, tasks in response plan 85% minimum Participate in PSD program to ensure compliance within/among Friends groups Director and Manager, MIHM % compliance with PSD program 100% compliance Diversify Revenue Streams Apply for and secure grant funding Apply for Division of Historical Resources and/or Division of Cultural Affairs funding Leadership team members, as self- initiated or assigned # of applications submitted minimum 1 annually Apply for Intitute of Museum and Library Sciences and/or National Endowment for the Humanities funding Leadership team members, as self- initiated or assigned # of applications submitted minimum 1 annually Apply for Florida Humanities Council, Collier County Community Foundation, or other funding Leadership team members, as self- initiated or assigned # of applications submitted minimum 1 annually Develop new sources of earned revenue Purchase inventory for Book sales at RR Manager, RR purchase complete Q1 FY 18 include pricing policy in revised fee policy for Book sales at RR Director fee policy approved by BCC February 2018 write policies and procedures for Book sales at RR Director and RR Manager internal P&P complete Q1 FY 18 monitor book sales program for efficacy, compliance/pitfalls RR Manager and PSD Ops monthly reporting/deposits throughtout FY 18 report on book sales program as pilot RR Manager and PSD Ops pilot assessment report complete EOY FY 18 include retail pricing policy in revised fee policy Director fee policy approved by BCC February 2018 adapt policies and procedures for retail sales Director internal P&P complete Q4 FY 18 institute retail sales program contingent upon RR pilot Director program implementation decision FY 19 include photo/video shoot pricing in revised fee policy Director and Marketing Coordinator fee policy approved by BCC February 2018 write photos/video shoot policies and procedures Director and Marketing Coordinator internal P&P complete July 2018 promote avilability for shoots to target markets Marketing Coordinator # of targeted promotion activities 1 annually, minimum include traveling exhibit pricing in revised fee policy Director and Curator of Colletions fee policy approved by BCC February 2018 update traveling exhibit policies and procedures if necessary Director and Curator of Colletions internal P&P complete May 2018 promote avilability of exhibits to target markets Marketing Coordinator and Leadership Team # of targeted promotion activities 1 annually, minimum include admission to temporary exhibit pricing policy in revised fee policy Director fee policy approved by BCC February 2018 write dmission to temporary exhibit policies and procedures Director and Temp Exhibits Committee internal P&P complete July 2018 on case-by-case basis, determine if admission to temporary exhibit implementation has ROI Director and Temp Exhibits Committee ROI report complete, implementation plan prepared if warranted ongoing determine or develop menu of experts and content among staff for speakers bureau Curator of Education programs complete (ppts and scripts reviewed and approved), program offering document complete Q4 FY 18 include speakers bureau pricing in revised fee policy Director and Curator of Education fee policy approved by BCC October 2019 write speakers bureau policies and procedures Director and Curator of Education internal P&P complete October 2019 promote availability of speakers to target markets Marketing Coordinator # of targeted promotion activities 1 annually, minimum survey educators for area of need for travelling turnks Curator of Education survey results gathered Q1 FY 18 determine content and contents to meet established need fopr travelling trunks Curator of Education survey results synthesized, FY 19 budget request submitted Q2 FY18 procure and create materials for trunks Curator of Education goods purchased, materials created FY 19 include travelling trunk pricing in revised fee policy Director and Curator of Education fee policy approved by BCC October 2020 write travelling trunk policies and procedures Director and Curator of Education internal P&P complete October 2020 16.D.7.a Packet Pg. 777 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the promote availability of traveling trucks to educators Marketing Coordinator and Curator of Education # of targeted promotion activities 1 annually, minimum 16.D.7.a Packet Pg. 778 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the Strategic Goals Objectives Action/Steps Responsible Party Measure Target Grow and diversify our audiences Expand and maintain a mix of subject matter Choose exhibit topics that will attract new audiences Museum Manager with Curator of Education, Curator of Collections, TE Committee visitation patterns, public response ongoing Maintain a mix of exhibit content and formats while (mostly) focusing on the Division mission Museum Manager & Curator of Collections variety in exhibits mounted ongoing Refine the stories we tell Diversify subject matter Choose topics for exhibits that "fill in the gaps" in the permanent exhibit information Museum Manager with Curator of Education, Curator of Collections, TE Committee historic content in exhibits mounted ongoing Use a vareity of temporary exhibit sources Bring in exhibits developed by outside organiztions Museum Manager number of outside exhibits hosted 2 annually, systemwide by Q2 FY 19 Develop exhibits in-house Museum Manager number of in-house exhibits created 2 annually, systemwide by Q2 FY 19 Foster a collaborative team Formalize and unify the temporary exhibit program Establish policies, procdures and guidelines for temporary exhibits Temporary Exhibits Committee P&P/guidelines developed and in use Q3 FY 18 Establish a seasonal schedule and deadlines for finalizing exhibit plans Director and Marketing Coordinator schedule complete and deadlines published Q2 FY 18 Maintain a standing committee to serve as a resource to museum managers for exhibit planning Temporary Exhibits Committee regular committee meetings 3 times per year, minimum Establish at least one theme annually that all locations will participate in in some way Temporary Exhibits Committee with Director and Managers number of locations participating in theme 1 annually, beginning in 2020 Establish designated temporary exhibit space at all locations Temporary Exhibits Committee & Museum Managers temporary exhibit space defined at all locations Q1 FY 18 Diversify our revenue streams Develop exhibits that can travel and be rented for a fee Identify subjects of broad interest, research, write and design panels, identify appropriate artifacts if appropriate, package and market the exhibit Temporary Exhibits Committee, Museum Manager, Leadership Team members number of traveling exhibits developed 1 bi-annually, beginning in 2021 Appendix J - Temporary Exhibits Plan 16.D.7.a Packet Pg. 779 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to adopt the STRATEGIC PLAN PUBLIC FEEDBACK Compiled digitally using the Qualtrics survey platform. 16.D.7.a Packet Pg. 780 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to Please select which topics of the Collier County Museums Division strategic plan that you would like to provide feedback. (check all that apply) 16.D.7.a Packet Pg. 781 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to Please provide your feedback below for "General/Other" I thought that the overall report was well done. It was very factual and not self-serving, which these reports can quickly become. I thought that the progression of the report was very orderly and flowed well. I do think that the exterior of the Museum at Government Center needs so much work and seemed to get a bit of a short shrift. I believe the museums should open later and stay open later. On numerous occasions I have seen personnel ask visitors to leave. Sometimes it is large groups of people that are asked to leave. The museum personnel start to close at 3:45pm. That is awfully early when you consider that many visitors are retired and vacationers who are not on the 9-4 work schedule. Thanks for asking for input from the volunteers regarding the draft of the Strategic Plan. It is a thorough and well thought out document. Of course, reading it from the perspective of a volunteer, I was looking for more detail on docent training and volunteer programming. Rewriting the docent guide is a good thing, and I love the idea of staff members giving lectures and doing podcasts. In the SWOT analysis, the commitment of the volunteers is seen as a strength but their untapped potential is seen as a weakness and the limited pool of volunteers is seen as a threat. l probably would have characterized the untapped potential as an opportunity and the limited pool as a weakness. Somehow I just don’t see any aspect of the volunteer program as being a threat. After reading the document I have several thoughts. First, I agree that more marketing needs to be done for Collier County residents-many people I talk to have never visited us! Additionally, I didn't feel that the majority of the weaknesses apply to our museum-it is a wonderful place! This is an excellent process for soliciting input from all stakeholders. It's refreshing to see a holistic strategy for the entire Museum system. 16.D.7.a Packet Pg. 782 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to Please provide your feedback below for "Capital Improvements" I thought that the Museum at Government Center needs a lot of sprucing up and should be a higher priority. Replace unshielded bright outdoor lighting with dark-sky friendly lighting that uses shielding and warm colors, preferably amber which is better for wildlife and nicer for people to look at, especially at museums like this. See darksky.org for other recommendations. Thanks, Diana (South Florida resident) Need dark sky friendly lighting. Replace ugly acorn and flood lights! Please provide your feedback below for "Marketing" Last year, our Greater Naples Leadership Leadership held its first session day, "Naples Past, Present, and Future" at the Museum at Government Center. No one had been there before. Experiencing the Museum first-hand was a great way to reach out to people who are interested in becoming active in the civic and volunteer sphere of Naples. Maybe offering to host various groups-Newcomers, Kiwanis, etc., would bring more influential people in and make them aware of the offerings of the Museums. In Immokalee the marketing of Roberts Ranch should be driven by TDC dollars coordinating the other Attractions Pepper Ranch. The Lake Trafford Marina and Pier. The Rodeo and Cattle Ranch experience should be included as well. Please provide your feedback below for "Temporary Exhibits" Do a temporary traveling exhibit of the beautiful dark night skies in Collier Co. Many of us travel far just to see Collier Co at night. We need to bring more of the Arts to Immokalee. Families experiences on weekends would be helpful. 16.D.7.a Packet Pg. 783 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to Please provide your feedback below for "Collections" The Collections section is very comprehensive and has reassured me that the County’s valuable objects are safe for years to come. Great job cataloging so many artifacts thus far and ensuring server backup is in place . So professional for a small museum! Impressive. Please provide your feedback below for "Programming" The children in Immokalee need the History of where they live .This should be scheduled classes and experiences coordinated with the elementary and secondary schools. Please provide your feedback below for "Revenue" Granting coordinated with the Local business.. The Ranchers .Casino. Packers. Rotary. Chamber of commerce. Banks. Farmers and land owners. Please provide any additional comments here: I applaud the initiative to develop a long-range strategic plan. Depending on taxes for income is always in the hands of the Commissioners and reaching out for grants is a good idea. Bur I suspect that government grants will become harder and harder to obtain without deliverables. The return of the Cat to Marco is a great opportunity to tout all Museum locations. Would like to see more quality programming at the museum Thank you for the staffing and improvements at Roberts Ranch. 16.D.7.a Packet Pg. 784 Attachment: Collier County Museums Strategic Plan - for BCC (6823 : Recommendation to