Apologies for cross promoting
A few spaces are still available in this new immersion course offered for
heritage and planning professionals and managers by the Cultural Resource
Management Program at the University of Victoria from October 22 - 27.
Further information on the course, the program, registration, and
accommodation are available on our web site at http://www.uvcs.uvic.ca/crmp
Heritage Conservation Project Management
The conservation of heritage properties is a complex process, involving both
an understanding of conservation principles and thoughtful management
strategies. The course focuses on principles, techniques, experiences, and
resources in the management of heritage conservation projects from the
points of view of both the owner/client and the professional/consultant.
Project management theory and practice are addressed, with a bias towards
the pragmatic and the practical, through the discussion of case studies.
Projects undertaken at the municipal level in both Canada and abroad are
emphasized, although other levels are also addressed. An initial review of
the heritage conservation planning strategies provides a context in which
you strengthen your ability to:
- Recognize the distinct phases of the project management process
- Build a team with the appropriate range of professional expertise
- Define, plan, schedule, and budget the project
- Break down the work into components and illustrate them graphically
- Implement, control, and monitor projects
- Prepare reports
- Appreciate the roles of the various communities of interest
- Identify community perspectives and achieve meaningful public consultation
- Consider risk management
- Address ethical and legal issues
- Write RFPs and proposals
Instructor: Harold Kalman, Ph.D. is Principal, Commonwealth Historic
Resource Management Limited, Vancouver, BC, an international consulting and
management firm with offices in British Columbia, Ontario, Florida, and the
Caribbean. He is an urban heritage planner, cultural resource manager, and
cultural tourism planner. Canada's first independent heritage consultant, he
has worked as a private-sector professional since 1975 and has managed
hundreds of large and small-scale projects across Canada and abroad.
Dates: October 22-27, 2001
Please register by: October 1, 2001
Fee: $560 CDN
Draft Course Outline
Introduction, Overview of Heritage Conservation Planning, Monday, October 22
* Introductions of participants; Course objectives, readings,
assignments
* What is project management?
* What is a heritage conservation project?
* Overview of heritage conservation planning: principles; activities;
tools; sustainability issues; case studies
* Participants present preparatory assignments
* Informal gathering at University Club
Securing and Planning the Project, Tuesday, October 23
* Securing the Project
The bidding process: EOIs, RFPs, TORs, on-line sourcing
Building a team
Writing a proposal
Budgeting and scheduling
Contracts
* Planning the Project
The phases of a heritage conservation project
Concept and definition
Project design: WBS, GANTT, PERT, and other acronyms
Scheduling and critical paths
Implementing the Project, Involving the Community, Wednesday, October 24
* Implementing the Project I
Leading the team
Scope creep, shifting priorities, and other problems
* Project control
Tracking the project and costs
Project management software
* Community Participation
The roles of clients, owners, stakeholders, users
The public participation process
Identifying community values
* Role-playing
Public meetings and workshops
Seeking consensus
Implementing the Project, Thursday, October 25
* Implementing the Project II
Reporting
Closing
Evaluation
* Case studies
Additional Considerations in Project Management, Friday, October 26
* Risk management
* Strategic decision-making
* Satisfying multiple agendas
* Professional ethics
* Codes, regulations, and legal requirements
* Beyond the project
Planning for ongoing maintenance
After-sale service
Group Presentations, Conclusion, Saturday, October 27
* Group presentations and analysis of outcomes
* Course summary and evaluation
The University of Victoria, Cultural Resource Management Program is pleased
to offer the following 6-day immersion session on MANAGING CULTURAL
ORGANIZATIONS for professionals in museums and related organizations.
MANAGING CULTURAL ORGANIZATIONS
In times of significant change, museums, galleries and other cultural
institutions need a clear sense of mission, achievable goals, effective
leadership, and thoughtful management. This course explores the complex
forces that are reshaping the cultural sector and considers the value of
"performance measures" as a framework for applying principles and practices
that foster relevant and successful cultural institutions. You strengthen
your ability to:
* Shape the structure and culture of organizations
* Articulate mission, goals, and performance
objectives
* Provide effective leadership and decision making
* Develop and implement policy
* Support, develop and manage staff and volunteers
* Plan and manage financial and other resources
* Undertake strategic and operational planning
* Strengthen community involvement and support
Instructor: Tom Lewis, M.B.A. is Director of Financial Services at the Royal
Botanical Gardens in Burlington, Ontario
Dates: November 5 - 10
Please register by: October 9, 2001
Fee: $560 (Canadian funds, credit or non-credit options)
Draft Course Outline
Overview and Context, Monday November 5
* The arts in Canada, in history, now and future
* Governance
* Accountability/evaluation
* Legal requirements and structural arrangements
* Governing bodies
* Incorporation and start-up activities
* Charter and by-laws
* Mission and mandate
Leadership -The Role of Management, Tuesday November 6
* The structure of cultural organizations
* Types of governance
* Policy development and implementation
* Policy development
Business Models, Wednesday November 7
* Profit vs. not-for-profit
* Planning
* Strategic planning and SWOT analysis
* Facility planning: the functional programme
* Programme planning and evaluation
* Performance measurement
* The balanced scorecard
Policy Development and Implementation Thursday November 8
* Human Resource Management
* Personnel policies/benefits
* Performance evaluation
* Job descriptions and recruitment management
* Information and systems management
* Communication and motivation
* Labour relations
* Conflict management
* Management styles, personnel management and team
building
* Professional development
* Legal issues
Audience Development and Marketing Friday, November 9
* Audience goals, analysis and development
* Membership
* Marketing mix: product, price, place, public
* Niche marketing and positioning
* Fundraising methods and techniques
* Sponsorships
* Granting procedures and criteria
* Cultural tourism
Financial Management, Saturday, November 10
* Financial policies and planning
* Budget development and forecasting
* Design of financial management system
* Anatomy of cost-revenue structure
* Operational planning and strategic planning
* Management of financial problems
* Risk management
* Questions/discussion of issues
Please let us know if you would like to receive any additional information!
Joy Davis, Program Director
Cultural Management Programs
University of Victoria
Phone 250 721 8462
Fax 250 721 8774
Please visit the Cultural Resource Management website at
http://www.uvcs.uvic.ca/crmp for information on the program and upcoming
courses. For information on the Intercultural Education and Training
Program, visit our website at http://www.uvcs.uvic.ca/iet
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