Governance, management and planning 

Fact Sheet 1: Framework - Feasibility Study report

This template shows how you might structure the report of your feasibility study and what it needs ro cover. You can adapt the structure to suit your particular situation.

 Framework - Feasibility Study report (DOC, 52kB)

Fact Sheet 2: Process - Deciding on a governance structure

The steps in this outline the process for working through decision making on a suitable governance structure for your organisation.

For an example of how the process might work in practice, see pages 14-15 of the following guide. It shows how one museum worked through the first six steps, and the conclusions they came to as a result.

He Rauemi Resource Guide 22: Governance Structures (PDF, 1.86MB)

 Process - Deciding on a governance structure (DOC, 46.5kB)

Fact Sheet 3: Acquisition Process

Acquisition is a three-step process: assessment, approval, and accession. Your policy should identify who is responsible for these steps...

 Aquisition Process (DOC, 43.5kB)

Fact Sheet 4: Deaccession Process

There are two parts to the process of deaccessioning:

  • the procedure for withdrawing items from your collection management system
  • actual disposal of the items - most often by donation, sale, or exchange...

 Deaccession Process (DOC, 38kB)

Fact Sheet 5: Major points to include in a sponsorship agreement

All sponsorship arrangements should be in writing to ensure a common understanding of the agreement and to keep the relationship on a sure footing. The contract may outlive those who agreed to the original arrangements and can also be used to communicate to others in the organisation.

 Major points to include in a sponsorship agreement (DOC, 37.5kB)

Fact Sheet 6: Sample - Action Plan for a museum project

 Action Plan for a museum project (DOC, 48.5kB)

Fact Sheet 7: Template and Sample - Business Case for a museum project

You can use the following template to develop a business case.

 Template and Sample - Business Case for a museum project (DOC, 121kB)

Fact Sheet 8: Template and Sample - Marketing Plan

Taking time to write a marketing plan will ensure what all the elements are thought through strategically and all opportunities are considered.

 Template and Sample - Marketing Plan (DOC, 61kB)

Fact Sheet 9: Template - Financial Plan

Gathering financial information and preparing a financial statement is an essential part of a planning process.

 Template - Financial Plan (DOC, 88kB)

Fact Sheet 10: Sample - Volunteer job description

 Sample - Volunteer job description (DOC, 41.5kB)

Fact Sheet 11: Template - Volunteer performance review

 Template - Volunteer performance review (DOC, 53.5kB)

Fact Sheet 12: Template - Volunteer application form

 Template - Volunteer application form (DOC, 50kB)

Fact Sheet 13: Template - Volunteer agreement

 Template - Volunteer agreement (DOC, 42kB)

Fact Sheet 14: Template - Volunteer job description

 Template - Volunteer job description (DOC, 44.5kB)

Fact Sheet 24: Considerations for evaluating a CMS

There are many Collection Managament Systems (CMS) available that are built specifically for the purpose og managing museum and gallery collections.

 Considerations for evaluating a CMS (DOC, 83kB)