Sample Site Visit Agenda

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Sample Below is a generic version of an agenda. The museum and reviewer should work together to hone the objectives of the site visit and to develop a comprehensive agenda that is geared toward the needs of the organization. Key staff/volunteers/governing authority/advisory committee members/community members should be included to give the reviewer a complete view of the organization. Depending on the size of the organization, the type of assessment, and the number of objectives listed, the schedule and number of days will vary. 9:00 a.m. - Initial interview with museum director 10:00 a.m. - Introductory meeting with all staff and governing authority 11:00 a.m. - Tour of Museum facilities, including exhibits and collection areas 12:30 p.m. - Lunch with staff * 2:00 p.m. - Meeting with staff member 3:00 p.m. - Meeting with staff member or volunteer 4:30 p.m. Attend board/governing authority meeting 6:00 p.m. - Reception with governing authority* 9:00 a.m.- Meeting with governing authority or advisory committee member(s) 11:00 a.m. - Meeting with community member(s) and/or other stakeholder(s) 12:30 p.m.- Lunch 2:30 p.m.- Tour of surrounding area and similar sites 5:00 p.m. - Exit interview with museum director *Some reviewers enjoy having meals with staff/governing authority members, while some prefer to have quiet time to begin working on their report. Please talk to your peer reviewer before scheduling any evening events. Tips for site visit planning success: Include an hour buffer in each day for meetings that go over their scheduled time Consider including a meeting with all senior management together, if applicable 4

MAP Organizational Assessment Cabot Cove Art Museum& Gardens Wednesday, March 29 8:00 a.m. Peer Reviewer arrives (Security meet him at staff entrance) 8:15 a.m. Go over schedule/logistics for the day with MAP Primary Contact 9 a.m. Initial interview with Executive Director and/or Board President 10:00 a.m. Introductory meeting with staff 10: 45 a.m. Tour Museum & Collections (w/ Registrar & Facilities Mgr) 12:15 p.m. Lunch w/ Volunteers 1:45 p.m. Meet with the Director of Education 2:30 p.m. Meet with the Director of Operations 3:15 p.m. Break 3:45 p.m. Meet with any other staff 4:45 pm Wrap-up for the day Thursday, March 30 8:30 a.m. Informal meeting with available Board Members and/or various committee members over coffee 10:00 Meeting with community stakeholders / sponsors / key donors / 12:00 p.m. Lunch 1:15p.m. Tour off site storage and exhibition space at City Library 3:30 p.m. Follow-Up with full staff for any Q&A 4:00 p.m. Exit interview with Executive Director and/or Board President objectives, and other factors. Don t forget to account for times between agenda items, and to add in details like staff names, locations, etc.

MAP Collections Stewardship Assessment Emerald City History Museum and Archives When What Staff Name & Location 9 a.m. Initial interview with Museum Director (Primary Contact) 10 a.m. Introductory meeting with staff (Visitor Services, Development/Facilities, Director, Education, Exhibitions, Collections, Curatorial) 11 a.m. Tour of Museum 12:00 p.m. Lunch with all staff 1:30 p.m. Tour of collections storage & prep areas 3:30 p.m. Meeting with Curator and Collections Manager 4:30 p.m. Wrap up for the day 9 a.m. Meeting with Board Members (including collections committee) 10 a.m. Meet with Volunteers working with collections 11:00 a.m. Meeting with Archivist 12:00 p.m. Lunch 1:00 p.m. Meeting with facility-related staff (maintenance, physical plant, security) 2:00 p.m. Exit interview with Museum Director objectives, and other factors. Don t forget to account for times between agenda items, and to add in details like staff names, locations, etc.

MAP Collections Stewardship Assessment F. & W. Flintstone Archaeology Center & Museum, Bedrock University DAY 1 Time Event 8:45 a.m. Peer Reviewer arrives at museum sign in, get visitor badge 9:15 a.m. Meet with Curator/Collections Manager 10:00 a.m. Introductory meeting with Archaeology Center Director and key staff 11:00 a.m. Break 11:30 a.m. Begin tour of facilities, including exhibits and collection areas 12:30 p.m. Lunch with available Center staff 2:00 p.m. Visit Field Conservation Facility 3:30 p.m. Continue tour of facilities, including exhibits and collection areas 5:00 p.m. End of day wrap up with director DAY 2 Time Event 9:15 a.m. Meeting with non-center Collections Committee members 10:00 a.m. Meet with Dean and/or Provost 11:00 a.m. Break 11:30 a.m. Meet with Program Manager 12:30 p.m. Lunch with Collections staff 2:00 p.m. Invitational meeting with students/volunteers 3:30 p.m. Meet with key university faculty members 4:30 p.m. End of day/visit wrap up 5:00 p.m. Site visit complete objectives, and other factors. Don t forget to account for times between agenda items, and to add in details like staff names, locations, etc.

MAP Community Engagement Whoville Children s Museum 9 a.m.: Initial interview with Museum Director 10 a.m.: Introductory meeting with volunteers 11 a.m.: Tour of Museum 12:30 p.m.: Lunch with Senior staff 2 p.m.: Meeting with Education team 3 p.m.: Meeting with Board Members and Advisory Council 4:30 p.m.: Wrap-up/revisit any issues from the day 6 p.m.: Dinner with Board Officers 8:30 a.m.: Tour of neighboring performing arts center, city history museum, and teen center 11 a.m.: Meetings with local educators 12:30 p.m.: Lunch w/ the Mayor 2:30 p.m.: Meet with Marketing/Communications staff 3:30 p.m. Meeting with Visitor Services staff 5 p.m.: Exit interview with Museum Director objectives, and other factors. Don t forget to account for times between agenda items, and to add in details like staff names, locations, etc.