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Phone: 866-226-2150


In collaboration with the Alliance Leadership and Management Network

Produced and co-sponsored by LearningTimes

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Live Webinar: Required Elements of an Institutional Plan

Wednesday, Nov. 6
2–3:30 p.m. (ET)

Part of the Core Documents Series

Planning is necessary for your museum’s continued survival—not only to increase the chances that you are going in the right direction but to leverage support. Few foundations, corporations or granting agencies are going to provide your museum financial support without an institutional plan in place that is current and timely, comprehensive and formal, relevant and realistic and inclusive of internal and external stakeholders. Join us in this moderated 90-minute webinar as we discuss the required elements of an institutional plan based on national standards; the most common plan shortcomings; and different approaches to the plan, process and implementation.

How Will I Benefit?

By participating in this program, attendees will be better able to:
  • Identify essential elements of a strategic institutional plan
  • Determine if the institution’s strategic plan meets national standards
  • Access resources to create or strengthen their institution’s plan

Who Should Attend

  • Executive directors, senior staff and trustees
  • Staff and leadership from institutions considering seeking Accreditation at some point or participating in the new Core Documents Verification Program
  • Peer Reviewers for the Museum Assessment and Accreditation Programs


  • Cecelia Walls, accreditation coordinator, American Alliance of Museums, Washington, DC
  • Charlotte Fitz-Daniels, executive director, Greenville Museum of Art, NC
  • Dawn M. Gillespie, associate director of development, board relations, Holocaust Museum Houston
  • Susan Warner, executive director, Museum of Glass, Tacoma, WA


  • Greg Stevens, assistant director, professional development, American Alliance of Museums, Washington, DC
  • Adam La Faci, senior producer, LearningTimes, New York, NY
Register Now

Registered participants receive access instructions 48 hours prior to live event.

About the Core Documents Webinar Series

This five-part series provides useful information on the five essential documents that are fundamental for basic professional museum operations and embody core museum values and practices. They codify and guide decisions and actions that promote institutional stability and viability, which in turn allows the museum to fulfill its educational, stewardship and community roles.

The documents are: Mission Statement, Institutional Code of Ethics, Strategic Institutional Plan, Disaster Preparedness/Emergency Response Plan and Collections Management Policy. The Core Documents Verification program is a key component of the Continuum of Excellence, a multi-program assessment structure that also includes Museum membership, the Pledge of Excellence, the Museum Assessment Program (MAP) and Accreditation..

Cancellation Policy

Cancellation requests for Alliance professional development programs must be received in writing no later than one week prior to the event date to receive a full refund of your registration fees. Refund requests will not be accepted after that date. The Alliance reserves the right to cancel any program at any time, for any reason. In the event of a program cancellation by the Alliance, attendees will receive a full refund of their registration fees. For face-to-face programs, the Alliance is not responsible for any travel or hotel expenses incurred as a result of your participation or cancellation of an event.