Manual of Museum Planning: Sustainable Space, Facilities, and Operations

As museums have taken on more complex roles in their communities and the number of museum stakeholders has increased to include a greater array of people, effective museum planning is more important than ever. The Manual of Museum Planning has become the definitive text for museum professionals, trustees, architects, and others who are concerned with the planning, design, construction, renovation, or expansion of a public gallery or museum. Rewritten and reorganized, the third edition features revised sections on planning for visitors, collections, and the building itself, and new sections on operations and implementation, which have become an essential part of the planning process. This new edition of the Manual of Museum Planning has been updated to meet the needs of professional museum practice in the 21st century and includes contributions by leading museum professionals. This manual is intended to be used as a guide for museum professionals, board members or trustees, government agencies, architects, designers, engineers, cost consultants, or other specialist consultants embarking on a capital project—expansion, renovation, or new construction of museum space.

Table of Contents:
Acknowledgments List of Contributors Preface 1 Introduction 1.1 What to Look for in This New Edition Gail and Barry Lord and Lindsay Martin 1.2 Using This Manual 1.3 Dimensions of Sustainability Lindsay Martin 2 Museum Planning 2.1 The Need for Museum Planning Gail and Barry Lord 2.2 Preplanning Gail and Barry Lord 2.3 The Facility Planning Process Lindsay Martin 2.4 The Planning Team Barry Lord and Lindsay Martin PART I PLANNING FOR PEOPLE 3 Museums as Social Institutions 3.1 Institutional Evolution Gail Dexter Lord 3.2 Foundation Statements Gail Dexter Lord 3.3 Museums in Service to Society Gail Dexter Lord 3.4 Planning Goals, Principles, and Assumptions Lindsay Martin 4 Planning the Visitor Experience 4.1 Planning for Community Needs Joy Bailey 4.2 Market Analysis Ted Silberberg 4.3 Exhibitions, Interpretation, and Public Programs Maria Piacente and Barry Lord 4.4 Planning Space for Learning Heather Maximea 4.5 Integrating Social Spaces Amy Kaufman and Chris Lorway 4.6 Planning Amenities for Visitors Lindsay Martin 4.7 Planning for Universal Design and Diversity Craig Thompson and Phillip Thompson PART II PLANNING FOR COLLECTIONS 5 Understanding Collections 5.1 Collection Basics 5.2 The Policy Framework 5.3 The Planning Process for Collections 6 Planning for Display 6.1 Modes of Display Barry Lord 6.2 Long-Term Permanent Collection Display Barry Lord 6.3 Temporary Exhibition Galleries Barry Lord 6.4 Planning for Exhibition and Collections Support Space Heather Maximea 7 Planning for Collections Care 7.1 The Life of Collections and the Cost of Keeping Them Barry Lord 7.2 Planning for Collections Storage Heather Maximea 7.3 Digitization of Collection Records Steven A. LeBlanc 7.4 Planning a Conservation Laboratory Samuel M. Anderson 7.5 Planning for Research Barry Lord 8 Preventive Conservation Steven Weintraub with Lindsay Martin and James Cocks 8.1 Preventive Conservation and the Museum Planning Process 8.2 Categorizing Risk 8.3 Strategies for Mitigation of Catastrophic and Severe Events 8.4 Impact of Environmental Conditions on the Preservation of Collections 8.5 The First Line of Defense: The Passively Buffered Environment 8.6 The Second Line of Defense: The Actively Controlled Environment 8.7 Environmental Monitoring Systems 8.8 Implications for Building Design and Construction PART III PLANNING FOR OPERATIONS 9 The Museum in Action Amy Kaufman 9.1 Twenty-Four Hours in the Life of a Museum 9.2 Organizing the Action 9.3 Management of Operations 9.4 Everyday Challenges 10 Safety and Security Ronald M. Ronacher Jr. 10.1 Risk Management 10.2 General Security Strategy 10.3 Protecting People 10.4 Protecting Collections 10.5 Protecting Buildings 10.6 Continuous Evaluation and Improvement 10.7 Security Advice 11 Service and Support Vincent D. Magorrian and Lindsay Martin 11.1 Facility Management 11.2 Support Spaces for Exhibitions, Programs, and Events 11.3 Deliveries, Supplies, and Garbage Removals 12 Planning for Staff 12.1 Staff Growth and Change Amy Kaufman 12.2 Developing Staffing Plans Amy Kaufman 12.3 Staff Spaces Lindsay Martin 13 Attendance, Operating Revenue, and Expense Projections Ted Silberberg 13.1 Operating Assumptions 13.2 Attendance Projections 13.3 Revenue Projections 13.4 Expense Projections 13.5 The Bottom Line: A Realistic Approach PART IV PLANNING FOR THE BUILDING 14 Essential Planning Documents 14.1 Museum Building Zones and Functional Areas 14.2 From Net to Gross Area Lindsay Martin 14.3 Facility Strategies and Functional Programs Lindsay Martin 14.4 Using the Essential Planning Documents Lindsay Martin 15 Environmental Sustainability Sarah Brophy and Elizabeth Wylie 15.1 The Cost of “Green” 15.2 Mission Alignment 15.3 A Quadruple Bottom Line 15.4 Providing Leadership in Sustainability 15.5 Taking the Long View of the Planning Process 15.6 Sustainability Policy and Action Plan 15.7 Sustainability Standards and Metrics 16 Establishing a Project Budget and Schedule 16.1 Right Sizing Catharine Tanner and Barry Lord 16.2 Capital Cost Estimates Breck Perkins and Victoria Cabanos 16.3 Fund-Raising and Feasibility Melody Kanschat 16.4 Priorities and Phasing Barry Lord 16.5 Schedules Tom Seiler PART V IMPLEMENTATION 17 Project Management Tom Seiler 17.1 Definition of Project Management 17.2 The Project Manager (PM) 17.3 The Role of the Project Manager 17.4 Duties of the Project Manager 17.5 Project Manager Engagement 18 Site Selection 18.1 The Site Selection Process Tom Silberberg 18.2 New Build versus Adaptive Reuse Peter Wilson 19 Design and Construction 19.1 The Design and Construction Team Tom Seiler 19.2 Stages of Design and Construction Tom Seiler 19.3 The Architect Selection Process Catharine Tanner 19.4 Selection of an Exhibition Development Process and Designer Joy Bailey 19.5 Contracting Options for Building Construction Tom Seiler 20 Managing Costs and Cash Flow 20.1 Role of the Cost Consultant Breck Perkins and Victoria Cabanos 20.2 Cost Factors Specific to Museums Breck Perkins and Victoria Cabanos 20.3 Life-Cycle Costing Breck Perkins and Victoria Cabanos 20.4 Value Engineering Lindsay Martin 20.5 Cash Flow Ashley Mohr 20.6 Financing Options Ashley Mohr 21 Ramping Up to Opening Day Amy Kaufman 21.1 Critical Milestones 21.2 Operations During Construction 21.3 Opening Day—and the Day After Conclusion Gail and Barry Lord and Lindsay Martin Notes For Further Reading Brenda Taylor Glossary Brenda Taylor Index

About the Author :
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.

Review :
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. The third edition of the Manual of Museum Planning is a welcome addition to cultural leaders around the world. Barry Lord, Gail Dexter Lord, and the team of experts from Lord Cultural Resources are the foremost global cultural thought leaders. The new edition’s emphasis on sustainability is timely and will help guide cultural institutions well into the 21st century. The new edition of the Manual of Museum Planning will definitely be a permanent fixture on my desk and nightstand. After the first glow of razzle-dazzle, museums have to "work," and no one understands better how to see to it that a museum will work for the long run than Barry and Gail Lord. This work is a bible for museum survival. There are no short cuts to successful and sustainable museum development. The Manual of Museum Planning provides a comprehensive and systematic approach to planning museums as developed over the past 30 years by the world’s leading museum planning firm. An invaluable resource now in its third updated edition, the Manual demonstrates how LORD Cultural Resources continue to learn and innovate. [A] 720-page compendium specifically designed to be a comprehensive instruction manual for any group wanting to establish, upgrade, or expand their museum....Informed, informative, comprehensive, and thoroughly 'user friendly', the "Manual Of Museum Planning" will prove to be indispensable and is highly recommended addition to museum, historical society, community, and academic library reference collections.