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TRAINING NEEDS ASSESSMENT QUESTIONNAIRE
Table of Contents
A. General Information
B. Governance
C. Governing Body
D. Staff
E. Space Allocation
F. Safety and Security
G. Collections
H. Research
I. Preservation and Conservation
J. Public Relations and Marketing
K. Exhibitions
L. Programs/Education
M. Publications
N. Training Needs
2
A. General Information
Name of the person in charge of the Museum__________________________________________
Title/Function __________________________________________________________________
Name of Museum
Address (Street or POB)___________________________________________________________
City __________________________________________ Postal Code______________________
Country ________________________________________________________________________
Telephone ____________________________________ Fax ___________________________
Web site _______________________________________________________________________
Name of the person filling in this questionnaire_________________________________________
Date completed:
A.1. Specify the type of museum and collections. (Check as many as are applicable.)
A.1.a ( ) Anthropology A.1.b ( ) Arboretum/Botanical Garden
A.1.c. ( ) Archaeology/Ethnology A.1.d. ( ) Art
A.1.e. ( ) Aquarium A.1.f. ( ) Children's
A.1.g. ( ) College, University or School A.1.h. ( ) General
A.1.i. ( ) Historic Building/Site A.1.j. ( ) History
A.1.k. ( ) Natural History/Science A.1.l. ( ) Nature Center
A.1.m. ( ) Planetarium A.1.n. ( ) Science and Technology Center
A.1.o. ( ) Zoo A.1.p. ( ) Other (specify)
A.2. Complete the following:
Year museum was founded
Year museum first opened to public
A.3. What is the current population of the metropolitan or regional area in which your museum is
located? ________________________________________________________
A.4. State the museum's annual attendance for the past three years—year by year.
Year Attendance
A.5. Indicate the museum's target audience(s).
A.5.a. ( ) General public
A.5.b. ( ) Adults
A.5.c. ( ) School children
A.5.d ( ) Other (describe)
A.6. Does the museum reach the target audience(s)? ( ) YES ( )
NO
3
B. Governance
B.1. Is the museum operated by or directly maintained by another institution, society, business,
government agency, or organization? ( ) YES ( ) NO
If "YES," give the following information about the parent organization.
Name
Address
City
B.2. Which of the following best describes the museum's governing authority? (The governing
authority is the agency or organization that ultimately has legal responsibility for the operation of the
museum.)
B.2.a. ( ) College, University, or School
B.2.b. ( ) Local government
B.2.c. ( ) National government
B.2.d. ( ) City government
B.2.e. ( ) Society
B.2.f. ( ) Other
C. Governing Body
C.1. Does the director attend and participate in governing authority discussions?
( ) YES ( ) NO
C.2. Does the museum have a formal mission statement? ( ) YES ( ) NO
C.3. Has the museum developed and adopted a long-range plan? ( ) YES ( ) NO
C.4. Does the museum have a process for regular review of the
long-range plan? ( ) YES ( ) NO
D. Staff
D.1. Is there an organization chart for the museum? ( ) YES ( ) NO
(If yes, please attach in Annex)
D.2. Does the museum provide opportunities for staff training
and development? ( ) YES ( ) NO
D.3. Is there a written formal code of ethics or adoption of the
ICOM Code of Professional Ethics? ( ) YES ( ) NO
D.4. Are there written personnel policies? ( ) YES ( ) NO
D.5. Are there written job descriptions for the principal
administrative personnel and staff? ( ) YES ( ) NO
D.6. Is the museological education or experience of the majority of the staff appropriate
and sufficient to accomplish the mission of the museum? ( ) YES ( )
NO
4
E. Space Allocation
E.1. Is specific museum space allocated to the following functions?
% of total space
E.1.a. Administration ( ) YES ( ) NO ____________
E.1.b. Exhibition Space ( ) YES ( ) NO ____________
E.1.c. Education: Auditorium and classes ( ) YES ( ) NO ____________
E.1.d. Collections storage ( ) YES ( ) NO ____________
E.1.e. Research ( ) YES ( ) NO ____________
E.1.f Conservation/restoration ( ) YES ( ) NO
E.1.g. Library ( ) YES ( ) NO ____________
E.1.h. Public Services (Meeting Areas, ( ) YES ( ) NO ____________
Food, Services, Museum Shop)
E.1.i. Buildings and Grounds Services ( ) YES ( ) NO ____________
E.1.j. Other (specify) ( ) YES ( ) NO ____________
E.2. What hours and days are the museum's facilities open to the public without advance
arrangement?
F. Safety and Security
F.1. Does the museum have a formal safety/security program for the collections, personnel and
building ( ) YES ( ) NO
F.2. Does the museum have fire detection and suppression equipment?
( ) YES ( ) NO
F.3. Does the museum have a written emergency and evacuation
plan for staff? ( ) YES ( ) NO
F.4. Does the museum have a written emergency and evacuation
plan for visitors? ( ) YES ( ) NO
F.5. Does the museum have a written emergency and evacuation
plan for the collections? ( ) YES ( ) NO
F.6. Are employees trained in emergency procedures? ( ) YES ( ) NO
G. Collections
G.1. List the types of collections of the museum, the number of objects of each type, the
percentages of objects on exhibit. (i.e., Fine Arts, 300, 10%).
Types No. of Objects % Exhibited
Totals
G.2. Collection records:
5
G.2.a. Using the following definition for inventory, indicate percentage of the permanent
collection inventoried: %
Inventory: The creation of an immediate, brief and permanent record utilizing a control
number for an object or group of objects added to the collection, and for which the museum
has custody, right, or title. Customarily, an inventory record includes among other data the
accession number, date and nature of acquisition, (gift, excavation, expedition, purchase,
bequest, etc.), source, brief identification and description, condition, provenance, physical
location and movement, value, and name of staff member recording the accession.
G.2.b. Date of last inventory:
G.2.c. Inventory system used:
( ) computerized: specify software
( ) manual
( ) other (specify):
G.2.d. Using the following definition for documentation, indicate percentage of the
permanent collection documented: %
Documentation: The creation of a full record in complete descriptive detail of all information
about an object, assembly, or lot, cross-referenced to other records and files, and often
containing a photograph or sketch. Catalog data are usually in the form of cards, sheets,
graphic documents, computerized or not.
G.3. Does the museum use collections on loan? ( ) YES ( ) NO
G.4. Are collection records duplicated and kept off-site for security? ( ) YES ( ) NO
G.5. Are there photographic records (images) of the collections? ( ) YES ( ) NO
H. Research
H.1. Is research a major function or activity of the museum? ( ) YES ( ) NO
H.2. Have museum's collections been used for research by outside
scholars during the last year? ( ) YES ( ) NO
H.3. Does the museum have a library? ( ) YES ( ) NO
I. Preservation and Conservation
I.1. Are collections regularly surveyed to determine the condition
of objects? ( ) YES ( ) NO
I.2. Are records kept on the condition of objects in the collection?
( ) YES ( ) NO
I.3. Does the museum have an in-house conservator? ( ) YES ( ) NO
I.4. Does the museum have in-house facilities for conservation? ( ) YES ( ) NO
6
I.5. Does the museum have adequate storage facilities for its collections.
( ) YES ( ) NO
I.6. Does the museum have a formal pest (insects and rodents)
control program? ( ) YES ( ) NO
I.7. Does the museum have a relative humidity and temperature
control program? ( ) YES ( ) NO
I.8. Does the museum have training for staff in the handling of objects in the
collections? ( ) YES ( ) NO
J. Public Relations and Marketing
J.1. Does the museum have a public relations/awareness program?
( ) YES ( ) NO
J.2. Does the museum evaluate public awareness? ( ) YES ( ) NO
K. Exhibitions
K.1. Do the exhibitions reflect the museum's mission? ( ) YES ( ) NO
K.2. Is there a process used to select exhibitions? ( ) YES ( ) NO
K.3. Are the exhibitions designed and installed by persons trained
in museum display techniques? ( ) YES ( ) NO
K.4. Are the exhibition and public programs regularly evaluated?
( ) YES ( ) NO
L. Programs/Education
L.1. Does the museum have an education program? ( ) YES ( ) NO
L.2. Do the education programs support the mission of the museum?
( ) YES ( ) NO
L.3. Are there training opportunities for staff assigned to the
educational functions of the museum? ( ) YES ( ) NO
L.4. Does the museum offer programs for school groups (i.e. tours,
teacher workshops, in-school presentations, museum school). ( ) YES ( ) NO
L.5. Are the school programs regularly evaluated? ( ) YES ( ) NO
L.6. Does the museum offer specific programs for the community? ( ) YES ( ) NO
L.7. Are the community programs regularly evaluated? ( ) YES ( ) NO
7
M. Publications
M.1. Does the museum have a publications program? ( ) YES ( ) NO
M.2. Does the publications program support the mission of the museum?
( ) YES ( ) NO
N. Training Needs
N.1. Please prioritize your museum’s training needs in the following subjects, specifying the
degree of priority from 1 to 12 (1 = most wanted):
N.1.a. Museology ( )
N.1.b. Museum Management ( )
N.1.c. Collection Management ( )
N.1.d. Preventive Conservation ( )
N.1.e. Education/Interpretation ( )
N.1.f. Communication (including public relations and marketing) ( )
N.1.g Documentation/Inventories ( )
N.1.h. Exhibitions ( )
N.1.i. Museum Security and Emergency Planning ( )
N.1.j. Visitor Studies ( )
N.1.k. Cultural Tourism ( )
N.1.l Fund raising ( )
N.2. If you have other suggestions for training courses, please add here:
Additional Comments:
Please send this questionnaire to: Nao Hayashi, n.hayashi@unesco.org

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TRAINING NEEDS ASSESSMENT

  • 1. TRAINING NEEDS ASSESSMENT QUESTIONNAIRE Table of Contents A. General Information B. Governance C. Governing Body D. Staff E. Space Allocation F. Safety and Security G. Collections H. Research I. Preservation and Conservation J. Public Relations and Marketing K. Exhibitions L. Programs/Education M. Publications N. Training Needs
  • 2. 2 A. General Information Name of the person in charge of the Museum__________________________________________ Title/Function __________________________________________________________________ Name of Museum Address (Street or POB)___________________________________________________________ City __________________________________________ Postal Code______________________ Country ________________________________________________________________________ Telephone ____________________________________ Fax ___________________________ Web site _______________________________________________________________________ Name of the person filling in this questionnaire_________________________________________ Date completed: A.1. Specify the type of museum and collections. (Check as many as are applicable.) A.1.a ( ) Anthropology A.1.b ( ) Arboretum/Botanical Garden A.1.c. ( ) Archaeology/Ethnology A.1.d. ( ) Art A.1.e. ( ) Aquarium A.1.f. ( ) Children's A.1.g. ( ) College, University or School A.1.h. ( ) General A.1.i. ( ) Historic Building/Site A.1.j. ( ) History A.1.k. ( ) Natural History/Science A.1.l. ( ) Nature Center A.1.m. ( ) Planetarium A.1.n. ( ) Science and Technology Center A.1.o. ( ) Zoo A.1.p. ( ) Other (specify) A.2. Complete the following: Year museum was founded Year museum first opened to public A.3. What is the current population of the metropolitan or regional area in which your museum is located? ________________________________________________________ A.4. State the museum's annual attendance for the past three years—year by year. Year Attendance A.5. Indicate the museum's target audience(s). A.5.a. ( ) General public A.5.b. ( ) Adults A.5.c. ( ) School children A.5.d ( ) Other (describe) A.6. Does the museum reach the target audience(s)? ( ) YES ( ) NO
  • 3. 3 B. Governance B.1. Is the museum operated by or directly maintained by another institution, society, business, government agency, or organization? ( ) YES ( ) NO If "YES," give the following information about the parent organization. Name Address City B.2. Which of the following best describes the museum's governing authority? (The governing authority is the agency or organization that ultimately has legal responsibility for the operation of the museum.) B.2.a. ( ) College, University, or School B.2.b. ( ) Local government B.2.c. ( ) National government B.2.d. ( ) City government B.2.e. ( ) Society B.2.f. ( ) Other C. Governing Body C.1. Does the director attend and participate in governing authority discussions? ( ) YES ( ) NO C.2. Does the museum have a formal mission statement? ( ) YES ( ) NO C.3. Has the museum developed and adopted a long-range plan? ( ) YES ( ) NO C.4. Does the museum have a process for regular review of the long-range plan? ( ) YES ( ) NO D. Staff D.1. Is there an organization chart for the museum? ( ) YES ( ) NO (If yes, please attach in Annex) D.2. Does the museum provide opportunities for staff training and development? ( ) YES ( ) NO D.3. Is there a written formal code of ethics or adoption of the ICOM Code of Professional Ethics? ( ) YES ( ) NO D.4. Are there written personnel policies? ( ) YES ( ) NO D.5. Are there written job descriptions for the principal administrative personnel and staff? ( ) YES ( ) NO D.6. Is the museological education or experience of the majority of the staff appropriate and sufficient to accomplish the mission of the museum? ( ) YES ( ) NO
  • 4. 4 E. Space Allocation E.1. Is specific museum space allocated to the following functions? % of total space E.1.a. Administration ( ) YES ( ) NO ____________ E.1.b. Exhibition Space ( ) YES ( ) NO ____________ E.1.c. Education: Auditorium and classes ( ) YES ( ) NO ____________ E.1.d. Collections storage ( ) YES ( ) NO ____________ E.1.e. Research ( ) YES ( ) NO ____________ E.1.f Conservation/restoration ( ) YES ( ) NO E.1.g. Library ( ) YES ( ) NO ____________ E.1.h. Public Services (Meeting Areas, ( ) YES ( ) NO ____________ Food, Services, Museum Shop) E.1.i. Buildings and Grounds Services ( ) YES ( ) NO ____________ E.1.j. Other (specify) ( ) YES ( ) NO ____________ E.2. What hours and days are the museum's facilities open to the public without advance arrangement? F. Safety and Security F.1. Does the museum have a formal safety/security program for the collections, personnel and building ( ) YES ( ) NO F.2. Does the museum have fire detection and suppression equipment? ( ) YES ( ) NO F.3. Does the museum have a written emergency and evacuation plan for staff? ( ) YES ( ) NO F.4. Does the museum have a written emergency and evacuation plan for visitors? ( ) YES ( ) NO F.5. Does the museum have a written emergency and evacuation plan for the collections? ( ) YES ( ) NO F.6. Are employees trained in emergency procedures? ( ) YES ( ) NO G. Collections G.1. List the types of collections of the museum, the number of objects of each type, the percentages of objects on exhibit. (i.e., Fine Arts, 300, 10%). Types No. of Objects % Exhibited Totals G.2. Collection records:
  • 5. 5 G.2.a. Using the following definition for inventory, indicate percentage of the permanent collection inventoried: % Inventory: The creation of an immediate, brief and permanent record utilizing a control number for an object or group of objects added to the collection, and for which the museum has custody, right, or title. Customarily, an inventory record includes among other data the accession number, date and nature of acquisition, (gift, excavation, expedition, purchase, bequest, etc.), source, brief identification and description, condition, provenance, physical location and movement, value, and name of staff member recording the accession. G.2.b. Date of last inventory: G.2.c. Inventory system used: ( ) computerized: specify software ( ) manual ( ) other (specify): G.2.d. Using the following definition for documentation, indicate percentage of the permanent collection documented: % Documentation: The creation of a full record in complete descriptive detail of all information about an object, assembly, or lot, cross-referenced to other records and files, and often containing a photograph or sketch. Catalog data are usually in the form of cards, sheets, graphic documents, computerized or not. G.3. Does the museum use collections on loan? ( ) YES ( ) NO G.4. Are collection records duplicated and kept off-site for security? ( ) YES ( ) NO G.5. Are there photographic records (images) of the collections? ( ) YES ( ) NO H. Research H.1. Is research a major function or activity of the museum? ( ) YES ( ) NO H.2. Have museum's collections been used for research by outside scholars during the last year? ( ) YES ( ) NO H.3. Does the museum have a library? ( ) YES ( ) NO I. Preservation and Conservation I.1. Are collections regularly surveyed to determine the condition of objects? ( ) YES ( ) NO I.2. Are records kept on the condition of objects in the collection? ( ) YES ( ) NO I.3. Does the museum have an in-house conservator? ( ) YES ( ) NO I.4. Does the museum have in-house facilities for conservation? ( ) YES ( ) NO
  • 6. 6 I.5. Does the museum have adequate storage facilities for its collections. ( ) YES ( ) NO I.6. Does the museum have a formal pest (insects and rodents) control program? ( ) YES ( ) NO I.7. Does the museum have a relative humidity and temperature control program? ( ) YES ( ) NO I.8. Does the museum have training for staff in the handling of objects in the collections? ( ) YES ( ) NO J. Public Relations and Marketing J.1. Does the museum have a public relations/awareness program? ( ) YES ( ) NO J.2. Does the museum evaluate public awareness? ( ) YES ( ) NO K. Exhibitions K.1. Do the exhibitions reflect the museum's mission? ( ) YES ( ) NO K.2. Is there a process used to select exhibitions? ( ) YES ( ) NO K.3. Are the exhibitions designed and installed by persons trained in museum display techniques? ( ) YES ( ) NO K.4. Are the exhibition and public programs regularly evaluated? ( ) YES ( ) NO L. Programs/Education L.1. Does the museum have an education program? ( ) YES ( ) NO L.2. Do the education programs support the mission of the museum? ( ) YES ( ) NO L.3. Are there training opportunities for staff assigned to the educational functions of the museum? ( ) YES ( ) NO L.4. Does the museum offer programs for school groups (i.e. tours, teacher workshops, in-school presentations, museum school). ( ) YES ( ) NO L.5. Are the school programs regularly evaluated? ( ) YES ( ) NO L.6. Does the museum offer specific programs for the community? ( ) YES ( ) NO L.7. Are the community programs regularly evaluated? ( ) YES ( ) NO
  • 7. 7 M. Publications M.1. Does the museum have a publications program? ( ) YES ( ) NO M.2. Does the publications program support the mission of the museum? ( ) YES ( ) NO N. Training Needs N.1. Please prioritize your museum’s training needs in the following subjects, specifying the degree of priority from 1 to 12 (1 = most wanted): N.1.a. Museology ( ) N.1.b. Museum Management ( ) N.1.c. Collection Management ( ) N.1.d. Preventive Conservation ( ) N.1.e. Education/Interpretation ( ) N.1.f. Communication (including public relations and marketing) ( ) N.1.g Documentation/Inventories ( ) N.1.h. Exhibitions ( ) N.1.i. Museum Security and Emergency Planning ( ) N.1.j. Visitor Studies ( ) N.1.k. Cultural Tourism ( ) N.1.l Fund raising ( ) N.2. If you have other suggestions for training courses, please add here: Additional Comments: Please send this questionnaire to: Nao Hayashi, n.hayashi@unesco.org