Acknowledgments
List of Contributors
Preface

1 Introduction
1.1 What to Look for in This New Edition
      Gail and Barry Lord and Lindsay Martin
1.2 Using This Manual
1.3 Dimensions of Sustainability
      Lindsay Martin

2 Museum Planning
2.1 The Need for Museum Planning
      Gail and Barry Lord
2.2 Preplanning
      Gail and Barry Lord
2.3 The Facility Planning Process
      Lindsay Martin
2.4 The Planning Team
      Barry Lord and Lindsay Martin

PART I PLANNING FOR PEOPLE
3 Museums as Social Institutions
3.1 Institutional Evolution
      Gail Dexter Lord
3.2 Foundation Statements
      Gail Dexter Lord
3.3 Museums in Service to Society
      Gail Dexter Lord
3.4 Planning Goals, Principles, and Assumptions
      Lindsay Martin

4 Planning the Visitor Experience
4.1 Planning for Community Needs
      Joy Bailey
4.2 Market Analysis
      Ted Silberberg
4.3 Exhibitions, Interpretation, and Public Programs
      Maria Piacente and Barry Lord
4.4 Planning Space for Learning
      Heather Maximea
4.5 Integrating Social Spaces
      Amy Kaufman and Chris Lorway
4.6 Planning Amenities for Visitors
      Lindsay Martin
4.7 Planning for Universal Design and Diversity
      Craig Thompson and Phillip Thompson

PART II PLANNING FOR COLLECTIONS
5 Understanding Collections
5.1 Collection Basics
5.2 The Policy Framework
5.3 The Planning Process for Collections

6 Planning for Display
6.1 Modes of Display
      Barry Lord
6.2 Long-Term Permanent Collection Display
      Barry Lord
6.3 Temporary Exhibition Galleries
      Barry Lord
6.4 Planning for Exhibition and Collections Support Space
      Heather Maximea

7 Planning for Collections Care
7.1 The Life of Collections and the Cost of Keeping Them
      Barry Lord
7.2 Planning for Collections Storage
      Heather Maximea
7.3 Digitization of Collection Records
      Steven A. LeBlanc
7.4 Planning a Conservation Laboratory
      Samuel M. Anderson
7.5 Planning for Research
      Barry Lord

8 Preventive Conservation
      Steven Weintraub with Lindsay Martin and James Cocks
8.1 Preventive Conservation and the Museum Planning Process
8.2 Categorizing Risk
8.3 Strategies for Mitigation of Catastrophic and Severe Events
8.4 Impact of Environmental Conditions on the Preservation of Collections
8.5 The First Line of Defense: The Passively Buffered Environment
8.6 The Second Line of Defense: The Actively Controlled Environment
8.7 Environmental Monitoring Systems
8.8 Implications for Building Design and Construction

PART III PLANNING FOR OPERATIONS
9 The Museum in Action
      Amy Kaufman
9.1 Twenty-Four Hours in the Life of a Museum
9.2 Organizing the Action
9.3 Management of Operations
9.4 Everyday Challenges

10 Safety and Security
      Ronald M. Ronacher Jr.
10.1 Risk Management
10.2 General Security Strategy
10.3 Protecting People
10.4 Protecting Collections
10.5 Protecting Buildings
10.6 Continuous Evaluation and Improvement
10.7 Security Advice

11 Service and Support
      Vincent D. Magorrian and Lindsay Martin
11.1 Facility Management
11.2 Support Spaces for Exhibitions, Programs, and Events
11.3 Deliveries, Supplies, and Garbage Removals

12 Planning for Staff
12.1 Staff Growth and Change
      Amy Kaufman
12.2 Developing Staffing Plans
      Amy Kaufman
12.3 Staff Spaces
      Lindsay Martin

13 Attendance, Operating Revenue, and Expense Projections
      Ted Silberberg
13.1 Operating Assumptions
13.2 Attendance Projections
13.3 Revenue Projections
13.4 Expense Projections
13.5 The Bottom Line: A Realistic Approach

PART IV PLANNING FOR THE BUILDING
14 Essential Planning Documents
14.1 Museum Building Zones and Functional Areas
14.2 From Net to Gross Area
      Lindsay Martin
14.3 Facility Strategies and Functional Programs
      Lindsay Martin
14.4 Using the Essential Planning Documents
      Lindsay Martin

15 Environmental Sustainability
      Sarah Brophy and Elizabeth Wylie
15.1 The Cost of “Green”
15.2 Mission Alignment
15.3 A Quadruple Bottom Line
15.4 Providing Leadership in Sustainability
15.5 Taking the Long View of the Planning Process
15.6 Sustainability Policy and Action Plan
15.7 Sustainability Standards and Metrics

16 Establishing a Project Budget and Schedule
16.1 Right Sizing
      Catharine Tanner and Barry Lord
16.2 Capital Cost Estimates
      Breck Perkins and Victoria Cabanos
16.3 Fund-Raising and Feasibility
      Melody Kanschat
16.4 Priorities and Phasing
      Barry Lord
16.5 Schedules
      Tom Seiler

PART V IMPLEMENTATION
17 Project Management
      Tom Seiler
17.1 Definition of Project Management
17.2 The Project Manager (PM)
17.3 The Role of the Project Manager
17.4 Duties of the Project Manager
17.5 Project Manager Engagement

18 Site Selection
18.1 The Site Selection Process
      Tom Silberberg
18.2 New Build versus Adaptive Reuse
      Peter Wilson

19 Design and Construction
19.1 The Design and Construction Team
      Tom Seiler
19.2 Stages of Design and Construction
      Tom Seiler
19.3 The Architect Selection Process
      Catharine Tanner
19.4 Selection of an Exhibition Development Process and Designer
      Joy Bailey
19.5 Contracting Options for Building Construction
      Tom Seiler

20 Managing Costs and Cash Flow
20.1 Role of the Cost Consultant
      Breck Perkins and Victoria Cabanos
20.2 Cost Factors Specific to Museums
      Breck Perkins and Victoria Cabanos
20.3 Life-Cycle Costing
      Breck Perkins and Victoria Cabanos
20.4 Value Engineering
      Lindsay Martin
20.5 Cash Flow
      Ashley Mohr
20.6 Financing Options
      Ashley Mohr

21 Ramping Up to Opening Day
      Amy Kaufman
21.1 Critical Milestones
21.2 Operations During Construction
21.3 Opening Day—and the Day After

Conclusion
      Gail and Barry Lord and Lindsay Martin
Notes
For Further Reading
      Brenda Taylor
Glossary
      Brenda Taylor
Index

Barry Lord and Gail Dexter Lord are the founders and presidents of Lord Cultural Resources, an international cultural planning firm. Lindsay Martin is a senior consultant at Lord Cultural Resources.