Below we list more than 75 different resources including sample documents, presentations, articles, blog posts, and reports that we have shared over the years on our website and blog. We hope you will make use of them in your work. Please use the drop down menus to the left to access these documents which are organized by topic.

We also offer a variety of training workshops and consultations for historic sites, see them here.  Our most popular services are below.

Strategic Plans for Historic Sites

Heritage Consulting Inc. uses a four-phase process to create strategic plans for historic sites. We begin with a Strengths, Weaknesses, Threats, and Opportunities Assessment Workshop, where stakeholders are invited to discuss the organization and its context in small group setting. Using information from this event, we conduct an online survey of the organization’s audience, to gain their feedback on existing events, programs, condition, and organizational relationships. This information is summarized into a large report. Finally, we conduct a Visioning and Goal Setting Workshop with stakeholders to identify key strategies and projects for the future. All this information is distilled and a new five-year draft Strategic Plan is created and discussed with the Board. The final Strategic Plan contains a revised mission statement, a new vision statement and a handful of key goals and tasks that define the historic site’s preferred future.

Heritage Tourism Assessments

For historic sites that want more visitors, Heritage Consulting Inc. provides an assessment of the current visitor experience.  We review the physical condition of the historic site (restoration quality, maintenance, collections display and storage), its public amenities (restrooms, parking, handicapped accessibility), the site’s interpretation (brochures, website, school programs, docent tours, events) and marketing (website, promotion, paid advertising).  From this review, we write a final report with recommendations on both long and short term projects to boost the quality and amount of visitation.

Roles and Responsibilities of Board and Staff for Historic Sites

One of Heritage Consulting Inc. most requested services is board training on roles and responsibilities for historic site clients. We discuss the legal responsibilities of state charted nonprofit corporations and review how boards live out these duties on a day to day basis. We discuss the role of the board versus the staff and how individual board members can best contribute to the life of the house museum. We conclude with advice about how to be a better nonprofit board member.

Keynote speeches

For the last dozen years, we have spoken at statewide and national conferences about our major research interest on historic sites and heritage tourism. We have spoken at 35 regional, statewide and national conferences about historic sites since the publication of our book New Solutions for House Museums: Ensuring the Long-Term Preservation of America’s Historic Houses was published by AltaMira Press in 2007.  Contact us to discuss a topic for your upcoming conference.

Training Workshops

Since Heritage Consulting Inc. began in 2004 we have been providing training workshops for  historic sites. We have amassed more than 30 different training programs for these organizations over the years and are happy to provide our list of workshops to you. These workshops are lively and highly interactive and include at least one hands on exercise for participants to use the information they have learned immediately. We also provide extensive resources, such as articles, sample documents, check lists and a bibliography for each of our presentations on CD.

Board Retreats

Heritage Consulting Inc. has organized and led board retreats to discuss annual work plans and future plans since we began our practice in 2004. We create an advance agenda, reading lists for participants and often include an advance survey of participants to assure that the limited hours of the retreat can best be focused on the most critical issues facing the organization. We use a variety of facilitation techniques for the retreat to be certain that all voices are heard and that a specific action agenda results. We provide a written memo with recommendations for board review soon after the retreat.

Conference Facilitation

We have helped various organizations over the years to convene retreats or summits to explore common concerns in a group setting. We work with the conference organizers to provide an agenda, gather pre-conference information to share, and facilitate discussion among the participants using panels, small group round tables, questionnaires or full group discussions.

Research Projects for Historic Sites

We have conducted several research projects for state preservation agencies over the years on funding opportunities and historic site use and management. We work closely with the client to develop a work plan and conduct the research using online and library sources. Do you have a research project you wish to discuss? Please contact us.