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apm.org.uk
A ‘New Model’ for English
Heritage
Caroline Crewe-Read
Head of Corporate Projects and Programmes
Historic England
28 January 2016
Outline
 Background
 Drivers for change
 Change programme
 Approach
 Key lessons
 Role of
stakeholders
English Heritage: a brief history
English Heritage: a brief history
 1882 & 1913: Ancient Monuments Acts
 1930s growth in the collection to 273 sites
 Division of responsibility with the National Trust
 1970s: 5.5 million visitors to sites in England
 1983: collection transferred to the Historic Buildings and
Monuments Collection for England (English Heritage)
English Heritage: its role
England’s heritage
Research
Planning
Listing
Heritage at Risk
Advice to Government
National Heritage
Collection
420 sites and monuments
Public access
Interpretation
Education
The ‘New Model’: background
Drivers for change:
2010 Government Spending Review
Conservation backlog across sites and properties
Barriers – internal and external
Precedents set
The ‘New Model’: concept
New governance model:
Charity operating under the name of English Heritage to
care for the National Heritage Collection
Historic Buildings and Monuments Commission for
England to continue to deliver heritage protection and
planning services under the name Historic England
Historic Building and Monuments Commission for England
Secretary of State, DCMS
English Heritage Trust
(independent charity)
National Heritage Collection
Planning, Protection,
Government Advice,
Conservation and Archive
Services
Shared Services
Operating as
Historic England
Property Licence & Operating Agreement
Shared Services Agreement
Funding Agreement
The ‘New Model’: concept
Government investment:
One off lump sum of £80m to invest in repairs and
enhancements to the National Heritage Collection
• Addressing priority conservation defects
• Investment in improved facilities and interpretation
The ‘New Model’:
benefits-led vision
 For English Heritage:
• Name and brand retained
• Conservation backlog
addressed
• Capital investment in
properties
• Greater freedoms attained
• Longer term planning and self-
sufficiency within 8 years
The ‘New Model’: benefits-led vision
 For Historic England:
• Clear focus and purpose and new brand identity
• Increased engagement opportunities with general public
• More responsive service to owners and developers
• Unchanged statutory duties and responsibilities
• Sites in National Heritage Collection remain in public ownership
Overarching timescales
 2013-15 Implementation
 2015-23 Benefits
realization
Implementation: Success Criteria
 To split English Heritage into two organisations
 To establish a charity to take management of the
National Heritage Collection and take receipt of
£80 Government investment
 To establish a new identity for the remaining
functions
Governance and Approach
 Co-directed change
 Ultimate responsibility for success lay with
DCMS
 Responsibility for implementation and
benefits realization lay with Commission
New Model
Programme
Board
Charity
Project
Board
EH CEO and
Executive Board
Head of
Programme
Delivery
Historic
England
Project
Board
EH Chairman plus
Commission
representation
Executive Board
DCMS / EH
Programme Board
EH CEO and
Executive Board
DCMS SRO
DCMS Directors
and Project Team
DCMS / EH ‘project team’
EB Members
EH Head of
Programme
Delivery
EH Head of
Programme
Delivery
DCMS Project Team
English Heritage DCMS
EH CEO
EB members
EH staff
Project Managers
Commission Ministers
Our story: key milestones
 2012: Outline Business Case developed
 June 2013: £80m Government funding announced
 September 2013: New Model programme team in place
Our story: key milestones
 December 2013: Consultation launched by DCMS
 June 2014: Approval of Full Business Case by HM
Treasury
 August 2014: Ministerial approval
Our story: key milestones
 October 2014: Government approval published
 December 2014: Legal agreement signed
 April 2015: separation of English Heritage into Historic
England and the English Heritage Trust
Stakeholder Engagement
“Leading change means actively engaging stakeholders”
Managing Successful Programmes (MSP®)
Stakeholders: identification and
analysis
 Workshops held within English Heritage and DCMS
 Interest and influence grid
 Stakeholder management plan
 Communications plan
Influence and interest grid
Vision and Leadership
 Early engagement with key stakeholders
 Clear vision for the totality of the change
 Confident leadership throughout journey
Consultation
 Nature of change
required formal
and informal
consultation
Schedule
Risk Management
Shared Deliverables
 Consultation document
 Full Business Case approval
 Contractual Framework
 Settlement Letters
 Successful Launch
Business Case Approval
Assurance
 Internal Audit
 Major Projects Authority (MPA)
 Government Internal Audit Agency (GIAA)
Internal stakeholders
Closing Remarks
Thank you for listening
Email: caroline.crewe-read@HistoricEngland.org.uk
Twitter: @ccreweread
LinkedIn: CarolineCreweRead

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English heritage new model apm event 28 january 2016

  • 2. A ‘New Model’ for English Heritage Caroline Crewe-Read Head of Corporate Projects and Programmes Historic England 28 January 2016
  • 3. Outline  Background  Drivers for change  Change programme  Approach  Key lessons  Role of stakeholders
  • 4. English Heritage: a brief history
  • 5. English Heritage: a brief history  1882 & 1913: Ancient Monuments Acts  1930s growth in the collection to 273 sites  Division of responsibility with the National Trust  1970s: 5.5 million visitors to sites in England  1983: collection transferred to the Historic Buildings and Monuments Collection for England (English Heritage)
  • 6. English Heritage: its role England’s heritage Research Planning Listing Heritage at Risk Advice to Government National Heritage Collection 420 sites and monuments Public access Interpretation Education
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  • 17. The ‘New Model’: background Drivers for change: 2010 Government Spending Review Conservation backlog across sites and properties Barriers – internal and external Precedents set
  • 18. The ‘New Model’: concept New governance model: Charity operating under the name of English Heritage to care for the National Heritage Collection Historic Buildings and Monuments Commission for England to continue to deliver heritage protection and planning services under the name Historic England
  • 19. Historic Building and Monuments Commission for England Secretary of State, DCMS English Heritage Trust (independent charity) National Heritage Collection Planning, Protection, Government Advice, Conservation and Archive Services Shared Services Operating as Historic England Property Licence & Operating Agreement Shared Services Agreement Funding Agreement
  • 20. The ‘New Model’: concept Government investment: One off lump sum of £80m to invest in repairs and enhancements to the National Heritage Collection • Addressing priority conservation defects • Investment in improved facilities and interpretation
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  • 22. The ‘New Model’: benefits-led vision  For English Heritage: • Name and brand retained • Conservation backlog addressed • Capital investment in properties • Greater freedoms attained • Longer term planning and self- sufficiency within 8 years
  • 23. The ‘New Model’: benefits-led vision  For Historic England: • Clear focus and purpose and new brand identity • Increased engagement opportunities with general public • More responsive service to owners and developers • Unchanged statutory duties and responsibilities • Sites in National Heritage Collection remain in public ownership
  • 24. Overarching timescales  2013-15 Implementation  2015-23 Benefits realization
  • 25. Implementation: Success Criteria  To split English Heritage into two organisations  To establish a charity to take management of the National Heritage Collection and take receipt of £80 Government investment  To establish a new identity for the remaining functions
  • 26. Governance and Approach  Co-directed change  Ultimate responsibility for success lay with DCMS  Responsibility for implementation and benefits realization lay with Commission
  • 27. New Model Programme Board Charity Project Board EH CEO and Executive Board Head of Programme Delivery Historic England Project Board EH Chairman plus Commission representation Executive Board DCMS / EH Programme Board EH CEO and Executive Board DCMS SRO DCMS Directors and Project Team DCMS / EH ‘project team’ EB Members EH Head of Programme Delivery EH Head of Programme Delivery DCMS Project Team English Heritage DCMS EH CEO EB members EH staff Project Managers Commission Ministers
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  • 29. Our story: key milestones  2012: Outline Business Case developed  June 2013: £80m Government funding announced  September 2013: New Model programme team in place
  • 30. Our story: key milestones  December 2013: Consultation launched by DCMS  June 2014: Approval of Full Business Case by HM Treasury  August 2014: Ministerial approval
  • 31. Our story: key milestones  October 2014: Government approval published  December 2014: Legal agreement signed  April 2015: separation of English Heritage into Historic England and the English Heritage Trust
  • 32. Stakeholder Engagement “Leading change means actively engaging stakeholders” Managing Successful Programmes (MSP®)
  • 33. Stakeholders: identification and analysis  Workshops held within English Heritage and DCMS  Interest and influence grid  Stakeholder management plan  Communications plan
  • 35. Vision and Leadership  Early engagement with key stakeholders  Clear vision for the totality of the change  Confident leadership throughout journey
  • 36. Consultation  Nature of change required formal and informal consultation
  • 39. Shared Deliverables  Consultation document  Full Business Case approval  Contractual Framework  Settlement Letters  Successful Launch
  • 41. Assurance  Internal Audit  Major Projects Authority (MPA)  Government Internal Audit Agency (GIAA)
  • 44. Thank you for listening Email: caroline.crewe-read@HistoricEngland.org.uk Twitter: @ccreweread LinkedIn: CarolineCreweRead