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If they leave we’re stuffed! –
Succession Planning
Terry MacKenzie, South Lanarkshire Leisure & Culture
Justin Parkes, Cul...
Building succession
planning
By
Terry Mackenzie
Museum Officer
South Lanarkshire Leisure & Culture Ltd
T: 01698-476179
E: ...
Succession planning
•Genesis
•What we did
•How we did it
•What we learned
•Applying the lessons
•Acknowledgements

3
Genesis
•In the beginning
•The plan
•Longer term

4
What we did
•The challenge
•The funding

5
How we did it
• The team
• The work

6
What we’ve learned
• Improved selection interview process
• Realignment of information
management systems
• Importance of ...
What we’ve learned
• Each team member made at least one
important project contribution. Without
them we couldn’t have done...
What we learned
• Each team member drew useful skills or
experience from the project

9
What I would do differently
• I would share more of the mentoring of extra
hours folk to members of the collections team
t...
How we’re applying the lessons
Embedding succession planning into our work
– Developing a museum succession planning proje...
Acknowledgements
•

Funders:
– MGS
– Trustees The Cameronians (Scottish Rifles)
• Team members
Thank you!

12
It’s thank you from me and it’s
thank you from him!

13
Collecting & Preserving
Collections Knowledge

The Monument Fellowship Scheme at
Summerlee Museum
Summerlee Museum

•
•
•
•
•
•

1980s: mass unemployment
Job creation scheme
Summerlee Heritage Trust
Opened 1988
Late 1990...
The Collections
• 24,000 museum objects
• Approx 8,000 accessioned industrial
objects
• Approx 1,000 unaccessioned
• North...
The Monument Fellowship Scheme
• 2007 to 2011
• Museums Association with funding from
the Monument Trust
• Paying retiring...
Dan
Mackay
Project Aims
1. To capture the Fellow’s knowledge in three
areas:
• The provenance of objects in the North
Lanarkshire Cou...
Project Aims
3. To disseminate this information to the wider

curatorial community and to the general public
4. To assist ...
How the Project Evolved
• Move from written and audio recording to
video
• Collaboration with NMS
• Project extension: a f...
summerlee-engineering.blogspot.com

Planing Machine
Collaboration with NMS

James Wood,
NMS Monument
Fellow
Outside Visits
Learning
Recording
Advising

Scottish Maritime
Museum
Dalmellington
Iron Works site
Watermill, Clyde
Valley
Discoveries
What We Have Learned
• Make best use of expert’s time
• Be selective
• Written & audio good for recording general
informat...
“Well, it’s a nice object…
…but what does it tell us?”
Sharing Knowledge
Improved Labelling of
Objects
Caring for the Collection

Dan Providing
Guidance on
Lubricating a
Slotting Machine
Engineering Pavilion
Oral History Interviewees
ParkesJ@culturenl.co.uk
summerlee-engineering.blogspot.com
stickssn.org
Pacific Collections review project
Chantal Knowles
Principal Curator, Oceania, Americas and Africa
www.nms.ac.uk/connectio...
Background

SSN
National Programme 2011-15

•

Take the National Collections to
the widest audience possible

•

Ensure sustainable framew...
Pacific Collections Review
Project for collections knowledge
•Develop and implement a new methodology
transfer between a n...
Partners
Building on previous work and
refining information
Collections
Methodology
•
•
•
•
•
•
•
•
•

Project Curator will keep a learning diary throughout
Initial introduction to curatorial pr...
The People

Chantal
Knowles

Mark
Hall
Eve
Haddow

Neil Curtis

Pat
Allan
Pacific Collection Review project
Chantal Knowles
Principal Curator, Oceania, Americas and Africa
www.nms.ac.uk/connection...
If they leave we’re stuffed! –
Succession Planning
Terry MacKenzie, South Lanarkshire Leisure & Culture
Justin Parkes, Cul...
If they leave we're stuffed! - Succession Planning
If they leave we're stuffed! - Succession Planning
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If they leave we're stuffed! - Succession Planning

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Terry MacKenzie, South Lanarkshire Leisure and Culture
Justin Parkes, Culture NL
Chantal Knowles, National Museums Scotland

Presentation from the Museums Galleries Scotland 'Fortune Favours the Brave' conference, September 2013.

Published in: Education
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If they leave we're stuffed! - Succession Planning

  1. 1. If they leave we’re stuffed! – Succession Planning Terry MacKenzie, South Lanarkshire Leisure & Culture Justin Parkes, Culture NL @nlcpeople Chantal Knowles, National Museums Scotland @NtlMuseumsScotland #MGSConf @MuseumsGalScot
  2. 2. Building succession planning By Terry Mackenzie Museum Officer South Lanarkshire Leisure & Culture Ltd T: 01698-476179 E: terry.mackenzie@southlanarkshireleisure.co.uk 2
  3. 3. Succession planning •Genesis •What we did •How we did it •What we learned •Applying the lessons •Acknowledgements 3
  4. 4. Genesis •In the beginning •The plan •Longer term 4
  5. 5. What we did •The challenge •The funding 5
  6. 6. How we did it • The team • The work 6
  7. 7. What we’ve learned • Improved selection interview process • Realignment of information management systems • Importance of structuring data • Employee development – TM – Project team members (slide 8) 7
  8. 8. What we’ve learned • Each team member made at least one important project contribution. Without them we couldn’t have done it: 8
  9. 9. What we learned • Each team member drew useful skills or experience from the project 9
  10. 10. What I would do differently • I would share more of the mentoring of extra hours folk to members of the collections team to further widen the employee development benefits 10
  11. 11. How we’re applying the lessons Embedding succession planning into our work – Developing a museum succession planning project policy • Outreach to other museums which we will continue to offer • Missionary work outwith museum sector 11
  12. 12. Acknowledgements • Funders: – MGS – Trustees The Cameronians (Scottish Rifles) • Team members Thank you! 12
  13. 13. It’s thank you from me and it’s thank you from him! 13
  14. 14. Collecting & Preserving Collections Knowledge The Monument Fellowship Scheme at Summerlee Museum
  15. 15. Summerlee Museum • • • • • • 1980s: mass unemployment Job creation scheme Summerlee Heritage Trust Opened 1988 Late 1990s: North Lanarkshire Council Exhibition Hall redevelopment, 2005-2008
  16. 16. The Collections • 24,000 museum objects • Approx 8,000 accessioned industrial objects • Approx 1,000 unaccessioned • North Lanarkshire Council Archives: photographs, business archives
  17. 17. The Monument Fellowship Scheme • 2007 to 2011 • Museums Association with funding from the Monument Trust • Paying retiring and retired curators to share their knowledge • Nominated successors • Knowledge sharing activities
  18. 18. Dan Mackay
  19. 19. Project Aims 1. To capture the Fellow’s knowledge in three areas: • The provenance of objects in the North Lanarkshire Council Industrial History Collection • How these objects were used, and should be handled and conserved in the future • Background information on British, particularly Scottish, industrial history 2. To disseminate this knowledge to the current staff and volunteers and archive it in formats that ensure it will be accessible to future curators
  20. 20. Project Aims 3. To disseminate this information to the wider curatorial community and to the general public 4. To assist the Curatorial team in making informed decisions with regard to the rationalisation and conservation of the collection and future collecting 5. To consider our collections in the wider context of Scottish industrial museums
  21. 21. How the Project Evolved • Move from written and audio recording to video • Collaboration with NMS • Project extension: a further 50 days • Staff changes • Project on forging sparked by a set of unaccessioned photographs • Temporary exhibition • Archives
  22. 22. summerlee-engineering.blogspot.com Planing Machine
  23. 23. Collaboration with NMS James Wood, NMS Monument Fellow
  24. 24. Outside Visits Learning Recording Advising Scottish Maritime Museum Dalmellington Iron Works site Watermill, Clyde Valley
  25. 25. Discoveries
  26. 26. What We Have Learned • Make best use of expert’s time • Be selective • Written & audio good for recording general information • Video much better for explaining an object • Video: sound is as important as picture • Plan for editing, storing and sharing media • Corroboration/verification important • Be flexible, but don’t lose sight of your goals • Knowledge or skills?
  27. 27. “Well, it’s a nice object… …but what does it tell us?”
  28. 28. Sharing Knowledge
  29. 29. Improved Labelling of Objects
  30. 30. Caring for the Collection Dan Providing Guidance on Lubricating a Slotting Machine
  31. 31. Engineering Pavilion
  32. 32. Oral History Interviewees
  33. 33. ParkesJ@culturenl.co.uk summerlee-engineering.blogspot.com stickssn.org
  34. 34. Pacific Collections review project Chantal Knowles Principal Curator, Oceania, Americas and Africa www.nms.ac.uk/connections
  35. 35. Background SSN
  36. 36. National Programme 2011-15 • Take the National Collections to the widest audience possible • Ensure sustainable frameworks exist to share and retain sector expertise • Be a leading, future-focussed National Museum for our sector www.nms.ac.uk/connections partnerships@nms.ac.uk
  37. 37. Pacific Collections Review Project for collections knowledge •Develop and implement a new methodology transfer between a new curator, current collections staff and subject experts (18 months) •The new curator will produce a ‘Review of Pacific Collections in Scottish Museums’ and ‘Introductory Guidance to Pacific Collections’ •We believe both of these products are essential tools for the future development of these collections and the project aims to combine producing these via a new methodology to develop subject expertise.
  38. 38. Partners
  39. 39. Building on previous work and refining information
  40. 40. Collections
  41. 41. Methodology • • • • • • • • • Project Curator will keep a learning diary throughout Initial introduction to curatorial practice and required reading Knowledge transfer sessions with each of the 4 Partners Project Curator will produce CLDs for each Partner Sector Knowledge Exchange event to widen scope of Review Review published (online CLDs and highlights) Guidance for Future Curators based on learning diary (online) ‘Sharing the learning ‘ events to curators, researchers Career Development support strand for the Project Curator
  42. 42. The People Chantal Knowles Mark Hall Eve Haddow Neil Curtis Pat Allan
  43. 43. Pacific Collection Review project Chantal Knowles Principal Curator, Oceania, Americas and Africa www.nms.ac.uk/connections
  44. 44. If they leave we’re stuffed! – Succession Planning Terry MacKenzie, South Lanarkshire Leisure & Culture Justin Parkes, Culture NL @nlcpeople Chantal Knowles, National Museums Scotland @NtlMuseumsScotland #MGSConf @MuseumsGalScot

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