Manual of Museum Planning

Barry Lord and Gail DexterLord are the founders and presidents of Lord Cultural Resources, an international cultural planning firm. Lindsay Martin is a senior consultant at Lord Cultural Resources.

• Acknowledgments List of ContributorsPreface1 Introduction1.1 What to Look for in This New EditionGail and Barry Lord and Lindsay Martin1.2 Using This Manual1.3 Dimensions of SustainabilityLindsay Martin2 Museum Planning2.1 The Need for Museum PlanningGail and Barry Lord2.2 PreplanningGail and Barry Lord2.3 The Facility Planning ProcessLindsay Martin2.4 The Planning TeamBarry Lord and Lindsay MartinPART I PLANNING FOR PEOPLE3 Museums as Social Institutions3.1 Institutional Evolution Gail Dexter Lord3.2 Foundation StatementsGail Dexter Lord3.3 Museums in Service to SocietyGail Dexter Lord3.4 Planning Goals, Principles, and AssumptionsLindsay Martin4 Planning the Visitor Experience4.1 Planning for Community NeedsJoy Bailey4.2 Market AnalysisTed Silberberg4.3 Exhibitions, Interpretation, and Public ProgramsMaria Piacente and Barry Lord4.4 Planning Space for LearningHeather Maximea4.5 Integrating Social SpacesAmy Kaufman and Chris Lorway4.6 Planning Amenities for VisitorsLindsay Martin4.7 Planning for Universal Design and DiversityCraig Thompson and Phillip ThompsonPART II PLANNING FOR COLLECTIONS5 Understanding Collections5.1 Collection Basics5.2 The Policy Framework5.3 The Planning Process for Collections6 Planning for Display6.1 Modes of DisplayBarry Lord6.2 Long-Term Permanent Collection DisplayBarry Lord6.3 Temporary Exhibition GalleriesBarry Lord6.4 Planning for Exhibition and Collections Support SpaceHeather Maximea7 Planning for Collections Care7.1 The Life of Collections and the Cost of Keeping ThemBarry Lord7.2 Planning for Collections StorageHeather Maximea7.3 Digitization of Collection RecordsSteven A. LeBlanc7.4 Planning a Conservation LaboratorySamuel M. Anderson7.5 Planning for Research Barry Lord8 Preventive ConservationSteven Weintraub with Lindsay Martin and James Cocks8.1 Preventive Conservation and the Museum Planning Process8.2 Categorizing Risk8.3 Strategies for Mitigation of Catastrophic and Severe Events8.4 Impact of Environmental Conditions on the Preservation of Collections8.5 The First Line of Defense: The Passively Buffered Environment8.6 The Second Line of Defense: The Actively Controlled Environment8.7 Environmental Monitoring Systems8.8 Implications for Building Design and ConstructionPART III PLANNING FOR OPERATIONS9 The Museum in ActionAmy Kaufman9.1 Twenty-Four Hours in the Life of a Museum9.2 Organizing the Action9.3 Management of Operations9.4 Everyday Challenges10 Safety and SecurityRonald M. Ronacher Jr. 10.1 Risk Management10.2 General Security Strategy10.3 Protecting People10.4 Protecting Collections10.5 Protecting Buildings10.6 Continuous Evaluation and Improvement10.7 Security Advice11 Service and SupportVincent D. Magorrian and Lindsay Martin11.1 Facility Management11.2 Support Spaces for Exhibitions, Programs, and Events11.3 Deliveries, Supplies, and Garbage Removals12 Planning for Staff12.1 Staff Growth and ChangeAmy Kaufman12.2 Developing Staffing Plans Amy Kaufman12.3 Staff SpacesLindsay Martin13 Attendance, Operating Revenue, and Expense ProjectionsTed Silberberg13.1 Operating Assumptions13.2 Attendance Projections13.3 Revenue Projections13.4 Expense Projections13.5 The Bottom Line: A Realistic ApproachPART IV PLANNING FOR THE BUILDING14 Essential Planning Documents14.1 Museum Building Zones and Functional Areas14.2 From Net to Gross AreaLindsay Martin14.3 Facility Strategies and Functional ProgramsLindsay Martin14.4 Using the Essential Planning DocumentsLindsay Martin15 Environmental SustainabilitySarah Brophy and Elizabeth Wylie15.1 The Cost of “Green”15.2 Mission Alignment15.3 A Quadruple Bottom Line15.4 Providing Leadership in Sustainability15.5 Taking the Long View of the Planning Process15.6 Sustainability Policy and Action Plan15.7 Sustainability Standards and Metrics16 Establishing a Project Budget and Schedule16.1 Right SizingCatharine Tanner and Barry Lord16.2 Capital Cost EstimatesBreck Perkins and Victoria Cabanos16.3 Fund-Raising and FeasibilityMelody Kanschat16.4 Priorities and PhasingBarry Lord16.5 SchedulesTom SeilerPART V IMPLEMENTATION17 Project ManagementTom Seiler17.1 Definition of Project Management17.2 The Project Manager (PM)17.3 The Role of the Project Manager17.4 Duties of the Project Manager17.5 Project Manager Engagement18 Site Selection18.1 The Site Selection ProcessTom Silberberg18.2 New Build versus Adaptive ReusePeter Wilson19 Design and Construction19.1 The Design and Construction TeamTom Seiler19.2 Stages of Design and ConstructionTom Seiler19.3 The Architect Selection ProcessCatharine Tanner19.4 Selection of an Exhibition Development Process and DesignerJoy Bailey19.5 Contracting Options for Building ConstructionTom Seiler20 Managing Costs and Cash Flow20.1 Role of the Cost ConsultantBreck Perkins and Victoria Cabanos20.2 Cost Factors Specific to MuseumsBreck Perkins and Victoria Cabanos20.3 Life-Cycle CostingBreck Perkins and Victoria Cabanos20.4 Value EngineeringLindsay Martin20.5 Cash FlowAshley Mohr20.6 Financing OptionsAshley Mohr21 Ramping Up to Opening DayAmy Kaufman21.1 Critical Milestones21.2 Operations During Construction21.3 Opening Day—and the Day AfterConclusionGail and Barry Lord and Lindsay MartinNotesFor Further ReadingBrenda TaylorGlossary Brenda TaylorIndex

This highly readable and greatly revised third edition updates the 2001 second edition, edited by G. Lord and B. Lord. As stated in the introduction, this manual has been considered a classic of museum literature for nearly 30 years. This latest edition is sure to continue that tradition. Its subtitle sums up the 21st-century changes to the volume. Authoritative, definitive, and dense, the volume offers up-to-date information and serves as the go-to resource for best practices for both beginners and seasoned museum practitioners. Of special note are the changes from earlier editions, which were divided into three parts covering people, collections, and construction. This new edition is in five parts: "Planning for People," "Planning for Collections," "Planning for Operations," "Planning for the Building," and "Implementation." Each part features several chapters, for a total of 21 chapters that are further subdivided by section. Included are extensive and descriptive figures and tables. The list of contributors reads like a Who's Who in the museum field, making the volume a very approachable essay collection. Chapters address such issues as sustainability, planning documents, facility strategies, site selection, design and construction processes, project management, and the issue of "right sizing" new facilities. Of special note is the introduction by the editors, covering what to look for in the new edition and how to use the manual, along with a discussion of the dimensions of sustainability. Summing Up: Highly recommended.