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Digital Strategy for Museums 2016

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The slides from a workshop on developing digital strategy for the museums sector delivered as part of Museum Ideas 2016.
Help your organisation learn how to integrate digital practice into leadership and management across all departments.

Published in: Leadership & Management
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Digital Strategy for Museums 2016

  1. 1. Digital Strategy for Museums Workshop @ Museum Ideas 2016 Alex Morrison, Managing Director (alexm@cogapp.com) Gavin Mallory, Head of Production (gavinm@cogapp.com) 4th October 2016
  2. 2. Agenda What is strategy? Museums and digital Why do you need a digital strategy? Museum digital strategy case studies A model for digital strategy How to develop a digital strategy Summary © cogapp.com, 2016
  3. 3. What is strategy?
  4. 4. Exercise: What is Strategy? What is strategy? What is the best example you know of strategy in action? Five minutes © cogapp.com, 2016
  5. 5. What is Strategy? “The term ‘strategy’ should mean a cohesive response to an important challenge.” Good Strategy/Bad Strategy by Richard Rumelt page 6 © cogapp.com, 2016
  6. 6. What is Strategy? “The kernel of a strategy contains three elements: a diagnosis, a guiding policy, and coherent action.” Good Strategy/Bad Strategy by Richard Rumelt page 7 © cogapp.com, 2016
  7. 7. What is Strategy? There are many definitions of strategy. What all definitions have in common is that strategy is the responsibility of leadership. ‘Strategos’ is the Greek word for ‘general’. © cogapp.com, 2016
  8. 8. Museums and digital
  9. 9. A Director’s View https://www.youtube.com/watch?v=xoEXeNnusFE © cogapp.com, 2016
  10. 10. What do we mean by ‘digital’? The exact scope of ‘digital’ may vary from one organization to another. There may be installed kiosks, digital signage, internal digital services, apps and other kinds of digital publication. For most purposes and most organisations, a good starting point for a definition of ‘digital’ might be: All public-facing digital services, including websites, apps and social media, and all the operations that directly support them. © cogapp.com, 2016
  11. 11. Museums and digital “Museums are being redefined for a digital age. The transformation, museum officials say, promises to touch every aspect of what museums do, from how art and objects are presented and experienced to what is defined as art.” New York Times article, October 26, 2014 © cogapp.com, 2016
  12. 12. Exercise: Museums and digital Someone asked me the other day: ‘what is distinctive about museums and digital’? What would your answer be? Five minutes © cogapp.com, 2016
  13. 13. What is distinctive about museums and digital? Content-rich Content that can only be made available digitally On-site and online possibilities Large public audiences Non-standard business models Non-commercial pay scales and limited resources High ethical standards Very good at core business - not so good at innovation © cogapp.com, 2016
  14. 14. Why do you need a digital strategy?
  15. 15. Why do you need a Digital Strategy? Digital activity in the economy is growing at an unprecedented rate (>20% p.a.). The digital environment is disruptive of critical business processes including marketing and fundraising. The digital environment is itself frequently disrupted. Because the digital environment is uniquely dynamic, the organization’s digital operation is always (necessarily) a work-in-progress. Digital’s position in the organization chart is likely to be anomalous and shifting upwards as it grows more rapidly than other areas and becomes increasingly important. © cogapp.com, 2016
  16. 16. Why do you need a Digital Strategy? Senior leaders are likely to be less familiar and less comfortable with digital: hence not able to assess the strategic context* for themselves; hence reluctant to engage. *strategic context is a key concept © cogapp.com, 2016
  17. 17. Exercise: Challenges and Opportunities You are the director of your organisation. What are your top three challenges and opportunities? Five minutes © cogapp.com, 2016
  18. 18. Museum digital strategy case studies
  19. 19. Case Studies We have done strategy work in one form or another for many clients usually as part of a larger implementation project. The three following extracts come from published projects that we have NOT worked on. What do you think? © cogapp.com, 2016
  20. 20. Smithsonian Creating a Digital Smithsonian is an ambitious five-year plan that lays out how we will accomplish digitization — the activity that will help us realize these benefits. It outlines strategies to digitize our collections and research holdings along with the descriptive, interpretative information that accompanies them. It recognizes that the Smithsonian is poised on the edge of a new era, one where the power of technology can combine with Smithsonian resources to create unprecedented access. Digitization is one of the best investments we can make in our future. 2010 © cogapp.com, 2016
  21. 21. Tate Through the development of a holistic digital proposition there is an opportunity to use the digital to deliver Tate’s mission to promote public understanding and enjoyment of British, modern and contemporary art. To achieve this, digital will need to become a dimension of everything that Tate does. 2013 © cogapp.com, 2016
  22. 22. Exercise: Strategy review Working collaboratively, [museum group] will create meaningful, enjoyable and participatory digital experiences to engage audiences with our collection, increasing reach, reputation and revenues through artistic excellence. You are the director of [museum group]. Would this be likely to uncross your arms? If yes, why? If not, how could it be more persuasive? Five minutes © cogapp.com, 2016
  23. 23. A model for digital strategy
  24. 24. Strategy in the Organization © cogapp.com, 2016
  25. 25. Overview © cogapp.com, 2016
  26. 26. Leadership © cogapp.com, 2016
  27. 27. Overview © cogapp.com, 2016
  28. 28. Management © cogapp.com, 2016
  29. 29. Overview © cogapp.com, 2016
  30. 30. Operations © cogapp.com, 2016
  31. 31. Overview © cogapp.com, 2016
  32. 32. How to develop a digital strategy
  33. 33. How to develop a Digital Strategy Need to engage leadership (with the rest of the team). Need to engage adjacent departments e.g. Marketing and IT. Need to provide a way for leadership to review and understand the strategic context... ... and then formulate a vision and objectives. © cogapp.com, 2016
  34. 34. How to develop a Digital Strategy Facilitated process undertaken by a strategy team reporting to the Head of Digital. Strategy team begins with a review of context: Environment, organization, target audiences and digital programmes Business plans, stakeholder interviews, customer research, analytics review, peer review, industry trends, technology trends, review target audiences, etc... Turn the findings (and generous quantities of the data, lots of graphs, tables, case studies and diagrams) into a giant slide deck. © cogapp.com, 2016
  35. 35. How to develop a Digital Strategy Organize a two-day workshop Day One: An Introduction to Digital Strategy A review of the contextual research with exercises e.g. What is our proposition for each target audience segment? Day Two: Revisit Day One - what did we learn? More exercises including sources of value This workshop should involve: as many key members of the senior leadership team as possible; managers of the digital programme and lower-level team members; leaders from adjacent departments including marketing and IT. © cogapp.com, 2016
  36. 36. How to develop a Digital Strategy Write up the results of the workshop and fill in any remaining gaps with additional research and analysis. Submit to senior leadership for review Send a revised draft to the workshop team for their comments Submit a final draft to senior leadership for their sign-off Initiate the next phase of work, set up monitoring and management review functions. © cogapp.com, 2016
  37. 37. How to write up a Digital Strategy Four main sections: Target audiences Leadership Management Operations Each section details: context, vision and objectives. Add an introduction, executive summary and other front matter. Add appendices with key exhibits from the research. © cogapp.com, 2016
  38. 38. Digital Strategy: Summary
  39. 39. Digital Strategy: Summary For the organization to be effective Leadership, Management and Operations all have to play nicely together. Strategy is the enabling contribution of Leadership. Digital strategy is necessary and distinct from other kinds of strategy. The goal of digital strategy is a statement of vision with detailed objectives, based on evidence and ‘owned’ by senior leadership. Our functional model provides an effective foundation for digital strategy. Our method, based on systematic contextual research and facilitated workshops, allows leadership to engage and feel comfortable formulating a digital strategy. Armed with a signed-off strategy, Management can manage, Operations can operate, and Leadership can be sure that things are going as they should. ;-) © cogapp.com, 2016
  40. 40. Further reading Good Strategy/Bad Strategy by Richard Rumelt The Four Steps to the Epiphany by Steve Blank Lean Analytics by Alistair Croll and Benjamin Yoskovitz Who do you want your customers to become? by Michael Schrage Understanding Museum Visitors’ Motivations and Learning by John Falk Business Model Generation by Alexander Osterwalder and Yves Pigneur Waterloo: The History of Four Days, Three Armies and Three Battles by Bernard Cornwell © cogapp.com, 2016
  41. 41. Thank you!

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