Chapter 4

Chapter 4 - Planning and the Arts
A summary of the key concepts in the chapter 

A lesson on looking, Amy Herman, October 2018 (12:50)

“Are you looking closely? Visual educator Amy Herman explains how to use art to enhance your powers of perception and find connections where they may not be apparent. Learn the techniques Herman uses to train Navy SEALs, doctors and crime scene investigators to convert observable details into actionable knowledge with this insightful talk.”

Anne Parsons President and Chief Executive Officer Detroit Symphony Orchestra, October 7, 2020 (14:01)

“Detroit Symphony Orchestra’s President and CEO Anne Parsons tells One to One how the DSO has been adapting to the pandemic, from streaming its archives in the spring, to live outdoor concerts in the summer, to the current concerts on the stage of an empty Orchestra Hall, conducted by new Music Director Jader Bignamini.” 

VUCA Environments – Introduction, September 23, 2016 (7:15)

Over the past few decades, an acronym has emerged within the business community to identify the fundamental internal and external conditions that affect organizations within this complex environment. This acronym is VUCA, and it stands for volatility, uncertainty, complexity, and ambiguity.

Strategic SWOT Tool for NFP Organisations, April 20, 2017 (6:16)

Moore Kingston Smith (a leading UK firm of accountants and business advisers) Partner Silvia Vitiello discusses how the strategic SWOT tool can help you develop the right strategy for your charity or not for profit organisation.

How to Perform a SWOT Analysis, October 19, 2016 (7:02)

“SWOT stands for strengths, weaknesses, opportunities, and threats. Understanding how to perform a SWOT analysis is critical to your planning process. The purpose of creating one is to formulate a synthesized view of your current state.”

PESTLE (PEST) Analysis Explained, May 26, 2016 (8:42)

“A key framework for analyzing the key features of the external business environment - PESTLE Analysis - is explained in this revision video.”

Eight Powerful Ways to Visualize an Innovative Nonprofit Business Model, June 2, 2018 (8:13) 

Bryan Alexandros offers some of the tips and techniques using the Business Model Canvas. “As of May 2018, the Nonprofit Business Model Canvas has been redesigned to include more visual markers, white space, and cues. The categories and blocks are mostly the same. Nonprofit business models and revenue streams don't have to be complicated. The techniques above help you understand how your organization creates, delivers, and captures value. This is perfect for founders, consultants, marketers, and students.”

Planning: Strategic and Long-Range Planning

How Different Cultures Understand Time, Business Insider, June 1, 2014

https://www.businessinsider.com/how-different-cultures-understand-time-2014-5

 

Our Puny Human Brains Are Terrible at Thinking About the Future - Slate.com – April 13, 2017

https://slate.com/technology/2017/04/why-people-are-so-bad-at-thinking-about-the-future.html NOTE: This article is part of Future Tense, a collaboration among Arizona State University, New America, and Slate.

 

Harvard Business Review (HBR) – September 19, 2016- You May Hate Planning, But You Should Do It Anyway

https://hbr.org/2016/09/you-may-hate-planning-but-you-should-do-it-anyway

 

Prosper Strategies – Writing Vision Statements

https://prosper-strategies.com/write-nonprofit-vision-statement-will-truly-shape-future/

 

National Council of Nonprofits – Strategic Planning

https://www.councilofnonprofits.org/tools-resources/strategic-planning-nonprofits 

 

Confirmation biases - 16 Key cognitive biases that impact creativity and the innovation process

https://www.boardofinnovation.com/blog/16-cognitive-biases-that-kill-innovative-thinking/

 

PESTEL Analysis Examples

https://businessteacher.org.uk/pestel/

 

8+ PEST Analysis Examples & Samples in PDF

https://www.examples.com/business/pest-analysis.html

 

PEST (PESTLE/STEEPLE) Market Analysis Tool

https://www.businessballs.com/strategy-innovation/pest-market-analysis-tool/

 

The Matrix Map: A Powerful Tool for Mission-Focused Nonprofits, Steve Zimmerman and Jeanne Bell, April 1, 2014 – Nonprofit News, NonProfit Quarterly

https://nonprofitquarterly.org/the-matrix-map-a-powerful-tool-for-mission-focused-nonprofits/


Equity and Inclusion Plans

Cincinnati Symphony Orchestra Diversity, Equity and Inclusion Action Plan

https://www.cincinnatisymphony.org/about/diversity-equity--inclusion/

 

Racial Equity Tools – Action Plan Examples

https://www.racialequitytools.org/plan/action-plan/action-plan-examples

 

Equity in the Center – A project of Proinspire

Awake to Woke to Work: Building a Race Equity Culture – 36-page PDF

https://www.equityinthecenter.org/wp-content/uploads/2019/04/Equity-in-Center-Awake-Woke-Work-2019-final-1.pdf

 

Society for Human Resource Management (SHRM)

How to Develop a Diversity, Equity and Inclusion Initiative – How To Guides

https://www.shrm.org/resourcesandtools/tools-and-samples/how-to-guides/pages/how-to-develop-a-diversity-and-inclusion-initiative.aspx

Business Plans

Business Planning for Nonprofits

https://www.councilofnonprofits.org/tools-resources/business-planning-nonprofits

 

“Business plans: tips for arts, culture and the creative industries” – The Guardian

https://www.theguardian.com/culture-professionals-network/2015/may/29/business-plan-tips-arts-creative-industries

 

Beaverton Arts & Culture Center - Business Plan for Construction and Operations (Oregon, USA)

https://www.beavertonoregon.gov/DocumentCenter/View/9304/Beaverton-Arts--Culture-Center-Business-Plan-for-Construction-and-Operations?bidId=

 

Walla Walla Community College – ABC Cultural Organization Business Plan - Template

https://www.wwcc.edu/extended-learning/wp-content/uploads/sites/35/2017/01/sample-business-plan-2010.pdf

 

Business Model Generation

https://canvanizer.com/

 

This link is to the website for the Business Model Generation book and the software version 2.0 of the Business Canvas.

Link to FAQs - https://canvanizer.com/faq

 

Business Model Canvas for Nonprofit Organizations [Revised text in the form aligns better with nonprofit organizations.] Skylance.org (Strategy firm that helps pioneers unlock new value, create new industries, and transform markets.)

https://www.skylance.org/nonprofit-business-model-canvas

 

Link to the fillable form of the Nonprofit Canvas Google Doc

https://docs.google.com/document/d/17bu9MUIpIg41ui3wLzIziS5cwQoBTvgDKPepuONL9gI/edit

 

To Sell or Not to Sell? An introduction to business models (innovation) for arts

and cultural organizations

This toolkit publication is available from ITEM in Europe which describes itself as an “International network for contemporary performing arts (and) is a network of over 450 performing arts organizations and individual members working in the contemporary performing arts worldwide: theatre, dance, circus, performance, interdisciplinary live art forms, new media.”

https://www.ietm.org/system/files/publications/ietm_business-models_2016.pdf

 

J. Rodriguez, “To Sell or Not To Sell? An Introduction to Business Models (Innovation) for Arts and Culture Organisations”, IETM, Brussels, March 2016.

Link: https://www.ietm.org/en/publications

 

How to Write a Business Plan – Open College, Australia

https://www.opencolleges.edu.au/careers/how-write-business-plan

Planning Software

iPlanner.net – Strategy Designer ™ - Your Strategic Plan Writer – Includes a version for nonprofits

https://www.iplanner.net/business-financial/online/strategy.aspx

 

OnStrategy - Self-guided planning to full-service strategy design – Includes planning software for Nonprofits

https://onstrategyhq.com/

 

Envisio - Strategy and performance management for the public sector

https://envisio.com/?dht1=strategic%20planning%20software

Logic Models and Theory of Change

Effective change management: in theory and action by Nima Torabi

Includes Kurt Lewin’s 3-Step Change Management Model, Kotter’s 8-step Change Management Model. Ackerman and Anderson’s 9 stage model and the Kubler-Ross 5-stage change management model.

https://neemz.medium.com/effective-change-management-in-theory-and-action-482f44e44d3c

 

W.K. Kellogg Foundation Logic Model Development Guide – Detailed guidebook

https://www.betterevaluation.org/en/resource/guide/wkkellogg_logic_model_dev_guide

https://www.betterevaluation.org/sites/default/files/LogicModelGuidepdf1.pdf

 

Theory of Change: A Practical Tool For Action, Results and Learning

Annie E. Casey Foundation

https://www.aecf.org/resources/theory-of-change/

 

What Works - New Zealand – Logic Model

https://whatworks.org.nz/logic-model/

 

Center for Theory of Change – Multiple resources for TOC plus TOC software

https://theoryofchange.org

 

DiY – Development Impact & You – Practical Tools to Trigger & Support Social Innovation

https://diytoolkit.org/tools/yheory-of-change/

 

National Endowment for the Arts

Our Town – A Theory of Change and Logic Model for the NEAs’ Creative Placemaking Grants Program (2019)

https://www.arts.gov/sites/default/files/Our-Town-Theory-of-Change.pdf

 

ArtsBoston Audience Lab Logic Model

http://artsboston.org/wp-content/uploads/2017/12/WORKING-DRAFT-ArtsBoston-AudienceLab-Logic-Model-12.15.17.pdf

 

Santa Cruz Museum of Art & History – Business Model Case Study

https://culturehive.co.uk/wp-content/uploads/2015/09/FPM-MAH-Case-Study.pdf

 

Everything you (n)ever wanted to know about theory of change: an advanced workshop on theory of change applications in the arts – Link below is to a 90-minute workshop/discussion, presenters Ian David Moss and Kim Dunphy

http://culturalresearchnetwork.org/theory-of-change/

 

‘Logic Models’ Prompt Hard Thinking About How to Achieve Results in Education – Wallace Foundation

https://www.wallacefoundation.org/news-and-media/blog/pages/logic-models-prompt-hard-thinking-about-how-to-achieve-results-in-education-.aspx

 

In Defense of Logic Models by Ian David Moss on June 28, 2012

http://createquity.com/2012/06/in-defense-of-logic-models/

 

EPACENTER Arts, East Palo Alto, CA. (https://epacenterarts.org/)

Example of a Program Logic Model https://epacenterarts.org/wp-content/uploads/Program-Logic-Model_2016.pdf

 

Connecting Students to the World of Work – Oregon Arts Commission

Evaluation Mini-Guide #1: LOGIC MODELS AND PROGRAM OUTCOMES

https://npcresearch.com/wp-content/uploads/WoW-MiniGuide-1-Logic-Model-and-Program-Outcomes.pdf

 

Developing Arts in the Community Logic Model - University of Kentucky

https://cedik.ca.uky.edu/files/cedik_arts_logic_model.pdf

 

ArtsWave – Cincinnati, OH

Impact Measurement presentation by Tara Townsend, July 2013

https://www.artswave.org/docs/default-source/impact-toolkit/measuring-the-impact-workshops/miw_impact-measurement-workshop-rev-02072013_2.pdf?sfvrsn=4

Balanced Scorecard

Balanced Scorecard Institute

https://balancedscorecard.org/

 

A Full Balanced Scorecard Example (Including 6 Templates)

https://www.clearpointstrategy.com/full-exhaustive-balanced-scorecard-example/

 

Eight Real-Life Balanced Scorecard Examples

https://www.clearpointstrategy.com/real-life-balanced-scorecard-examples/

Scenario Planning

Using Scenario Planning to Surface Invisible Risks

Stanford Social Innovation Review - By Sampriti Ganguli - Summer 2017

https://ssir.org/articles/entry/using_scenario_planning_to_surface_invisible_risks

 

What If? The Arts of Scenario Thinking for Nonprofits

GBN – Global Business Network by Diana Scearce, Katherine Fulton, 2004

https://www.racialequitytools.org/resourcefiles/scearce.pdf

 

Using Scenarios to Plan Your Museum’s COVID-19 (Coronavirus) Response – March 2020

https://www.aam-us.org/2020/03/13/using-scenarios-to-plan-your-museums-covid-19-coronavirus-response/

 

An Event or an Era? Resource for social sector decision-making in the context of COVID-19

Scenario Planning and the Pandemic – Monitor Institute by Deloitte

https://www2.deloitte.com/content/dam/Deloitte/us/Documents/about-deloitte/us-deloitte-monitor-institute-scenarios-for-the-social-sector.pdf

 

Wallace Foundation - Navigating Uncertain Times: A Scenario Planning Toolkit for the Arts and Culture Sector – October 2020

https://www.wallacefoundation.org/knowledge-center/Documents/Navigating-Uncertain-Times-Detailed-Scenarios.pdf

Contingency Planning

MindTools Website – Contingency Planning

https://www.mindtools.com/pages/article/newLDR_51.htm

 

Prepare for the Unexpected: A Contingency Plan for Nonprofits

https://fionta.com/news/prepare-for-the-unexpected-a-contingency-plan-for-nonprofits/

Crisis Planning

Nonprofit Risk Management Center

https://nonprofitrisk.org/

 

Crisis Communication Plan - Nonprofit Toolkit – Colorado Nonprofit Association

https://sustainingplaces.files.wordpress.com/2014/03/crisiscomm.pdf

 

Communicating During a Crisis – Nonprofit Risk Management Center

https://nonprofitrisk.org/resources/articles/communicating-during-a-crisis/

Decision-Making

A Brief History of Decision Making, Harvard Business Review

https://hbr.org/2006/01/a-brief-history-of-decision-making

 

Problem Solving and Decision Making

https://managementhelp.org/personalproductivity/problem-solving.htm

 

The decision making tree - A simple to way to visualize a decision

https://www.decision-making-solutions.com/decision-making-tree.html

 

Advanced Management Science - Decision Tree Analysis

http://amsdecisiontreeanalysis.weebly.com/how-to-solve-problems.html

Examples of Strategic Plans