Types of Plans Which Plan and When?

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1 Which Plan and When? Elena Kazlas ConsultEcon, Inc. Peter Kuttner, FAIA CambridgeSeven Esther De Sola-Pijl Children s Museum Curaçao Rebecca Shulman Herz The Peoria PlayHouse Children s Museum Peter Olson Knock Knock Children s Museum

2 Which Plans and When? Market Study Exhibit Plan Strategic Plan Concept Plan Branding Plan Feasibility Study Business Plan Master Plan

3 1 Strategic Plan 2 Needs Assessment/Concept Plan 3 Market/Economic Feasibility Study (initial Business Plan ) 4 Master Plan 5 Exhibit Interpretive Plan 6 Business Plan 7 Socio-Economic Impact Study 8 Fundraising Feasibility Study 9 Graphic / Branding Plan 10 Programming Plan

4 1 Strategic Plan Board is in Place Initial Step in Planning Vision Mission Goals and Strategic Actions This is about the Whole Organization

5 1 Strategic Plan Board is in Place Initial Step in Planning Vision Mission Goals and Strategic Actions ACM Reimaging Children s Museums Areas of Concentration: Sustainability Community Collaboration Change Learning Technology

6 2 Needs Assess/Concept Plan Needs Assessment Quantifies Market and Facility Sizes Identifies Key Elements that Impact Visitor Experience and Operations Proposes Iconic Features/Key Components Develops from and Feeds into Market/Economic Feasibility Study

7 2 Needs Assess/Concept Plan Concept Plan Illustrates Option(s) for a Potential Layout Diagrams of the Basic Site and Building Relationships Sketches of Possible Exhibits, Site, Buildings Develops from and Feeds into Market/Economic Feasibility Study

8 3 Market/Economic Feasibility Study Establishes Market and Economic Potential of the Project Concept and Plans Initial Business Plan for Project Iterative Process between Development and Business planning to Achieve Optimum Program Define Market and Operating Impact of Concept Planning, AND, IN TURN Establish Market and Economic Parameters for Concept Planning Rinse, Repeat through construction documentation and project opening

9 3 Market/Economic Feasibility Study Example: ConsultEcon prepared initial study for Knock Knock Children s Museum 10 years before it opened Primary Market/Economic Feasibility Components Project Description Site/Location Context Market Context Benchmark Experience Visitation Potential Operating Potential Includes potential earned revenue, expenses, and non-earned revenue requirement for sustainable operations

10 3 Market/Economic Feasibility Study Primary Feasibility Components Other, Cost and Benefit Components Existing Operating Trends, if applicable Project Description to include such Plans as: Exhibits / Programs, Building & Site Site Context Market Context Benchmark Experience Visitation Potential Operating Potential Socio-Economic Impacts

11 4 Master Plan Larger Overall Effort to Integrate: Market Evaluation Economic Feasibility Needs Assessment Concept Plan Includes Exhibit Interpretive Plan in Conjunction with Site and Building Can Develop Alternative Options May be More Inclusive in Outreach Generates More Material for Fundraising and Approvals

12 5 Exhibit Interpretive Plan Brainstorm the Big Story Overall Narrative and Themes Storyboard an Ideal Visit Sequence Identify Learning Objectives Establish Key Take-Aways Evaluate Learning Styles

13 6 Business Plan More Detailed than Market & Economic Feasibility Study Mission & Vision Statements Organizational Plans Pre-Opening Ramp Up Stabilized Operations Market Analysis Benchmark Analysis Staffing / Hiring Plans Cash Flow to include both: Capital Plans Operations Plans

14 7 Socio-Economic Impact Study Used for Fundraising in Public and Private Sectors Can be Particularly Important for Non-Profit Attractions that Rely on Government Support Quantifiable Economic Impacts due to Construction and Operations Multiplier Analysis Fiscal Revenue Generation Potential Qualitative Community Benefits

15 8 Fundraising Feasibility Study Develop Case Statement / Materials Identify Sources Public and Private Contributions Identify Major Donor Prospects Explore Potential Dollar Level Support based on Concept and Business Plans

16 9 Graphic /Branding Plan Creates the Identity for the Museum Name of the Institution Delivers a Message Sets a Spirit Generates Look and Feel for the Visitor Colors Type Choices about Words: Museum Children Play Discovery, Exploration, Adventure, Center, and Place etc.

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21 10 Programming Plan Builds on Needs Assessment Identifies all Spaces Required Quantifies Size of Individual Spaces Clarifies Necessary Adjacencies Develop Outline of Support Requirements: Natural Light Equipment Heating/Air Conditioning Power Requirements Plumbing Requirements Necessary for Architect to Begin

22 Prototypical Museum Development Process Three Project Components that that require Ongoing Alignment during the Project Development for Successful Implementation: 1. Business Planning 2. Planning 3. Fundraising and Financing

23 Illustrative Timeline Text

24 Process Early Planning Benefits Critical Early Decisions Planning Schematic Development Construction Documents Bidding/ Award Construction Evaluation & Remediation Opportunity for Wide Ranging Ideas Cost Implications

25 Process Perceptions of the Process Planning Schematic Development Construction Documents Bidding/ Award Construction Evaluation & Remediation Wide Ranging Ideas Final Product

26 Process Managing the Creative Process Planning Schematic Development Construction Documents Bidding/ Award Construction Evaluation & Remediation Wide Ranging Idea Generation Inspired Consensus

27 Process Managing the Schedule Master Plan Schematic Development Construction Documents Bidding/ Award Construction Evaluation & Remediation Milestones Final Product

28 Process Timeline Based on the Vision Feasibility Study Concept Schematic Development Capital Campaign Construction Documents Bidding Construction Year 1 Year 2 Year 3 Year 4 Year 5

29 The Feasibility Phase Feasibility Study Concept Schematic Development Capital Campaign Construction Documents Bidding Construction Year 1 Year 2 Year 3 Year 4 Year 5 Work Session 1 Work Session 2 Work Session 3 Final Report

30 Feasibility - Exploration Feasibility Study Concept Schematic Development Capital Campaign Construction Documents Bidding Construction Year 1 Year 2 Year 3 Year 4 Year 5 Work Session 1 Work Session 2 Work Session 3 Final Report LISTEN ANALYSIS EXPLORATION OF OPTIONS Preliminary Program Site Capacity Facility Options Budget Assumptions Built Facility Refinement Site Coverage Alternatives Budget Assumptions Refined

31 Recent Experience with Museum Planning Esther De Sola-Pijl Children s Museum Curaçao Rebecca Shulman Herz The Peoria Playhouse Children s Museum Peter Olson Knock Knock Children s Museum

32 Questions and Answers