StEPs-UT
About
The Utah Division of Arts & Museums (UA&M), Utah Humanities (UH), and the Utah Division of State History (USH) are partnering to pilot a program based on the American Association for State & Local History’s (AASLH) Standards and Excellence Program for History Organizations (StEPs) that offers seven small Utah museums and local history organizations a two-year enrichment opportunity designed to help them achieve success in six areas of institutional practice.
All of our content is open sourced and we encourage you to use it and replicate it for any educational purposes. Please credit our work with the following: StEPs-UT is a partnership between the Utah Division of Arts & Museums, Utah Humanities, and Utah Division of State History, and is supported by funding from the Utah Department of Heritage & Arts, the State of Utah, and the National Endowment for the Humanities.
Module 1: Mission, Vision, Governance (MVG)
Workshop 1: MVG Overview
- MVG 1: Agenda
- MVG 1: PowerPoint
- Handout 1: Visioning Exercise
- Handout 2: Mission Statement Critique
- Handout 3: Board & Staff Responsibilities Quiz
- Handout 4: Needs, Wants, Beliefs, Emotions Exercise
- AAM Core Documents article
Resources mentioned during MVG 1
Workshop 2: Board Management Watch & Talk
- MVG 2: PowerPoint
- Museum Board Leadership Report, 2017
- Box Elder Museum’s Board Responsibilities sheet
- Joan’s Board Assessment Tool
- McKinsey & Co Board Assessment Tool
- Board Recruitment Worksheet, adapted from BoardSource
- Self Assessment Tool for Board, Non-Profit Association of Oregon
- Tomey’s Board Assessment worksheet, 2017
Workshop 3: Strategic Planning
MODULE 2: MANAGEMENT (MGMT)
Workshop 1: MGMT Overview
- MGMT 1: Agenda
- MGMT 1: PowerPoint
- Handout 1: StEPs management, The Game
- Handout 2: Moving Towards Your Ideal Budget
- Handout 3: Assess Your Organization's Financial Management
- Handout 4: Measuring Your Fundraising Effectiveness
- Basic Budget and In-Kind Templates
- Sample Financial Procedures Manual
- PESTEL Financial Stability document
- Measuring Fundraising Effectiveness document 1
- Measuring Fundraising Effectiveness document 2
Workshop 2: Building a Fundraising Plan
Workshop 3: Managing People & Things
- MGMT 3: Agenda
- MGMT 3: PowerPoint
- Handout 1: BEST Approach to Job Descriptions
- Handout 2: Performance Review DOs and DON'Ts
- Handout 3: Risk Management Prevention and Response
- Handout 4: What Will You Do?
- Handout 5: 7 Ways of Building Accountable Organizations
- Handout 6: Orientation Checklists
- Handout 7: Being the Boss - 3 Imperatives for Becoming a Great Leader
- Handout 8: Records Survey Plan Template
- Handout 9: Emergency Plan Template
MODULE 3: AUDIENCE (AUD)
Workshop 1: Introduction to Audience
Workshop 3: Public Relations
- AUD 3: Agenda
- AUD 3: PowerPoint
- Handout 1: DIY Communications Audit
- Handout 2: Email Campaign Worksheet
- Handout 3: Community Relations Ideas
- Hands-On Activity 1: Visitor Personas
- Hands-On Activity 2: Communications Strategy
- Hands-On Activity 3: Community Relations
- Hands-On Activity 4: Journey Mapping