‘The museum must plan effectively for long-term success and to make sure it can adapt in a changing environment in order to survive. Its approved forward plans must include or cover the following:

1.4.1 the museum’s statement of purpose
1.4.2 a review of the previous forward plan
1.4.3 an analysis of the environment in which it exists
1.4.4 consultation and an analysis of views
1.4.5 its key aims
1.4.6 the specific objectives beneath each key aim
1.4.7 how it will achieve its objectives
1.4.8 a resource plan showing the people and money available to meet its objectives
1.4.9 the date the plan will be reviewed.’

(Accreditation standard, October 2011)

Introducing the business model canvas

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This guide from CultureHive is not specifically aligned to the Accreditation Standard; however, it provides an introduction to the business model canvas for cultural organisations and a visual, step-by-step guide to business planning which breaks the process down into many of the same elements as forward planning. The methodology has an external/visitor focus. Clicking the link […]

Risk Awareness Profiling Tool (RAPT)

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RAPT is an online tool, developed by Birmingham Museums Trust, that enables managers in museum, library or other heritage organisations, to assess their level of risk awareness in their organisation. It provides a profile that indicates areas where awareness in the organisation is good, and areas where improvement is needed. RAPT also provides guidance to help develop […]

Business survival toolkit

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This resource from Creative and Cultural Skills is not aligned to the Accreditation Standard, however the stages outlined in the toolkit will be useful for museums that are building on their forward plan and developing business plans. The resource has a wide reach across the cultural sector. The toolkit is designed to assist arts, heritage and creative […]

Successful business planning: AIM success guide

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This guide is not specifically aligned to the Accreditation Standard, however it includes all the elements for a forward plan but with increased emphasis on business planning. It is one of a series of ‘success guides’ from the Association of Independent Museums and aims to build on a museum’s forward plan, taking museums through the […]

Forward planning: a practical guide for museums

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This practical guide was developed with a pilot group of museums in Cambridgeshire and is designed to win support for an organisation’s organisational purpose, to articulate its strategic priorities, and to set objectives and allocate resources to support them. This guide from SHARE Museums East is linked directly to the Accreditation Standard and enables museums […]

Effective forward planning

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This template from the Southwest Federation of Museums and Galleries provides a forward planning structure for museums to follow, which matches the requirements of the Accreditation Standard. Each section of the template is supported with narrative examples and suggestions of how it can be applied. Clicking the link on this page will open this resource to […]

Forward planning toolkit

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Effective forward planning is central to the Accreditation Standard and to a museums effective management of their resources to deliver their mission. Forward planning is a key component for Organisational health, Section 1 of the Accreditation Standard. This resource from the Southwest Federation of Museums and Galleries maps itself against the requirements of the Accreditation Standard, […]