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									      The              Organizational
                       Stabilization and
  DeWitt               Planning Grant
Historical             Application
  Society              A program administered by the Community Arts Partnership

  of Tompkins County   December 3, 2003
Organizational Stabilization and Planning
Grant Application

Strategic Planning Documents

Strategic Planning Framework &
Recommendations 2003
Resources Committee Report 2002
Strategic Plan 2002

Financial Data

Investment Policy
2003 Balance Sheet/P&L Statement
1999-2003 Budget Plans
1999-2002 Audited Financial Statements

Management, Governance & Program

Trustee Position Description
Advisory Council Expectations
2003 Bylaws
DRAFT 2004 Bylaws
Personnel Policy Handbook
Interpretation & Education Planning Guide

Program Support Materials

Web Site Home Page
Annual Campaign Materials (2001-2003)
Student Historian Program Information
Miscellaneous Collateral Materials

The DeWitt Historical Society of Tompkins County (DHS)
401 East State Street, Suite 100, Ithaca, NY 14850
TEL: (607) 273-8284 ext. 5 (Matthew Braun)
FAX: (607) 273-6107

Person completing application:       Matthew Braun, Executive Director

President of Board of Trustees:      Carl F. Gortzig

Organization founded in: 1863-1864 (Tompkins County Historical & Agricultural
Society); 1899-1905 (DeWitt Historical Society); 1935-present (DeWitt Historical

Organization legal status: 501(c) 3
IRS Number: 15-6024061
Department of Law Charities Registration Number: 45739
Board of Regents: December 19, 1952 (permanent Charter)
Membership Organization: YES
Self-Perpetuating Organization: NO

Mission Statement: The DeWitt Historical Society is Tompkins County’s hub for learning
about its people and events of the past. Providing responsible stewardship of Tompkins
County’s historical resources, we use the past to illuminate the present. We offer
creative, engaging programs and activities that inform, inspire, and educate. Creating
broad access to local history, we enrich our understanding of each other and ourselves.

To achieve our mission, the DeWitt Historical Society collects, preserves and interprets
documents, photographs, and artifacts from Tompkins County’s distant and recent past;
offers history-based educational programs and exhibitions, providing opportunities for
interactive learning for people of all ages and backgrounds; operates the Tompkins
County Museum and Eight Square Schoolhouse; facilitates public access to our collection
and archives for personal and scholarly research; enhances awareness of local history
through the development of cooperative programming with community organizations;
and secures the future of the organization and its ability to achieve its mission and goals
by creating a financially sound and cooperative, stimulating and rewarding environment
for staff, volunteers and trustees.

Mission last reviewed: 2001 – Staff and Board of Trustees, with guidance from Anne
Ackerson, Executive Director, Museum Association of NY (
By-laws last reviewed: 2003 – Board of Trustees, Executive Director, with guidance from
Council of Community Services of NYS (

Respectfully submitted, Matthew Braun: __________________________ Date: ________

                                                                                 DHS page 1
1. Organizational History

Introduction: The DeWitt Historical Society (DHS) is the umbrella organization that
administers the Tompkins County Museum (TCM) and the historic Eight Square
Schoolhouse Living History Program in Ithaca, Tompkins County, New York. An
understanding of the evolution of the DeWitt Historical Society can begin with the
familiar phrase: “location, location, location.” Over the course of its sixty-eight years of
continuous operation, the DeWitt Historical Society has been housed in six locations.
Each location offered a different set of logistical challenges and each dramatically
affected the organization’s ability to manage, develop and interpret its historic

Moving to the next “home” not only required significant human and financial resources
and created major upset for sensitive collections, but more importantly, every relocation
pitched the organization into repeated identity crises. With each change in location, DHS
suffered a subliminal blow to its public image. Each upheaval required the organization
to reinvent itself – to change the way in which it managed collections, and to overhaul its
approach to exhibitions and programming to best take advantage of new quarters.

Unfortunately, the ambitious relocation to the Dean of Ithaca warehouse in 1993 forced
DHS to meet new expectations for which it was not entirely prepared. Rising
professional standards for archives and museums, coupled with insufficient financial
resources to support collections and education activities began to put challenging strains
on DHS. Today, the organization faces two key challenges: to stabilize and grow its
funding base, and to rejuvenate its public image to remain a competitive attraction in the
local and regional cultural tourism and education markets. The DeWitt Historical Society
is now engaged in a transformational effort to build sustainable resources and solidify its

Brief Timeline of Activities

1863      •   Organization originally founding by Ezra Cornell and other prominent
              Ithacans as the Tompkins County Historical and Agricultural Society.
              Existed until 1864.

1899      •   Organization reconstituted as the DeWitt Historical Society named for
              Simeon DeWitt, Surveyor General of NYS.
          •   Rev. William Elliot Griffis, minister of the First Congregational Church,
              elected president.
          •   Existed only until 1905.

1935      •   Reorganization of DeWitt Historical Society to “encourage research into
              local history and to preserve objects and documents of historical
          •   Relocated to the Tompkins County Courthouse, Tioga St., Ithaca, in 1936.
          •   Began receiving annual financial support from Tompkins County.
1943      •   Relocated to the “Old” Tompkins Courthouse, Court St., Ithaca.

                                                                                   DHS page 2
1955   •   Purchased the one-room, brick, octagonal Eight Square Schoolhouse in
           Dryden, NY (built 1827).
       •   The last remaining brick, octagonal schoolhouse in New York State.
       •   In 1991, began Living History Program to interpret a rural schoolhouse day
           set in 1892 for area fourth graders.
       •   National Register of Historic Places designation in 1994.
       •   Official Project of Save Americas Treasures designation in 2000.

1973   •   Relocated to Clinton House, Cayuga St., Ithaca, until 1993.
       •   Hired first professionally trained director.
       •   Faced significant collections management challenges including flooding
           basement storage areas.

1993   •   Relocated to Dean Warehouse Building, State St., Ithaca.
       •   1st Capital Campaign to raise money to renovate space and begin
       •   First educator hired with support from Institute of Museum and Library
           Services (IMLS).
       •   Created “Tompkins County Museum” and featured a major exhibition on
           the story of Anne Frank. This traveling exhibition used the well-known
           diary of Anne Frank to link the stories of the Holocaust with experiences of
           local survivors as well as examine the impact of WWII on life in Tompkins
       •   Upgraded Research Library services, created the General Photo Collection,
           an indexed, fully accessible archive of over 18,000 photographs of local,
           historic significance.
       •   Awarded Governor’s Arts Award for new collections development
           initiatives with area immigrant communities.

1998   •   Began the 3.5 year initiative to rehouse, inventory, and computerize
           records of three dimensional collections (Our Historic Treasures
       •   “Towns of Tompkins County” exhibit series began. Opened up new
           avenues for collaboration between DHS and area municipal historical

2002   •   Major traveling exhibition “Coming Up On The Season: Migrant
           Farmworkers in the North East” featured in museum.
       •   Dean Building renovations began – most significant facilities upheaval
           since move from Clinton House.
       •   Renovation period caused a reduction in overall visitation and visibility of
           DeWitt and placed additional strains on staff and Board of Trustees as legal
           negotiations and facilities and collections protection became sudden

2003   •   Major exhibition, “Flights of Fancy: 200 years of Iroquois Beadwork:

                                                                              DHS page 3
    featured in museum. New opportunity to interpret the role of Native
    Americans in Tompkins County history.
•   New Gateway Center renovations substantially complete. November 18,
    Grand Opening Ceremony centered at DeWitt Historical Society. Outcome
    is overwhelmingly positive: improved parking, visitor access, and building
    aesthetics; upgraded utility infrastructure (HVAC, electrical, security); new
    collections storage facility designed for our purposes; beginning of new era
    of visibility and recognition for DeWitt Historical Society, timed perfectly
    with organization’s efforts to rejuvenate its public image.

                                                                        DHS page 4
2. Organizational Governance

Attachments supporting this section:
   •   Bylaws of the DeWitt Historical Society
   •   DRAFT Bylaws of the DeWitt Historical Society (to be adopted 12/7/03)
   •   Trustee Position Description 2003
   •   Advisory Council Member Expectations 2003
   •   Investment (Endowment/Cash Reserve) Policy 2003


       The DeWitt Historical Society Board Development Committee (BDC) is
       charged with developing and sustaining the human resource capacity,
       commitment, skills and effectiveness of the Board of Trustees by building board
       effectiveness and overseeing the processes of recruitment and succession. The
       committee consists of six members minimum: Board President, two additional
       active board members, three past-presidents or community advisors (non-voting),
       and the Executive Director (ex-officio).

       New Trustees prospects are compiled throughout the calendar year. The Board
       Development Committee begins in September by evaluating Trustee prospects
       according to the requirements of the Trustee Position Description. Primary
       (long) list of prospects are presented by BDC at October Board of Trustees
       meeting for discussion/editing. Final slate of new Trustee prospects are presented
       by BDC at November Board of Trustees meeting for approval. Active Trustees
       and/or advisors recruit new members through discussions, meetings with
       Executive Director, tour of facilities, and sharing of governance and management
       policy and procedure documents.

       New Trustees are elected to staggered three-year terms by a majority of the
       DeWitt Historical Society members present at the annual meeting typically held
       in December. The Board of Trustees elects officers at its January meeting. After a
       Trustee has served two consecutive terms, he or she is eligible for re-election after
       a one-year absence from the board.

       New Trustee orientation is held in January and conducted by the board officers
       and Executive Director. At this time, Organization Handbooks are distributed to
       new Trustees. Beginning in 2004, the Organization Handbook will available only
       in an on-line version.

       When a vacancy occurs on the Board of Trustees, the Board Development
       Committee seeks to fill that vacancy with a candidate whose
       characteristics/qualifications are not adequately represented at the time. The
       Board of Trustees may appoint individuals to fill vacancies on the Board of

                                                                                  DHS page 5
     Trustees. Such appointments will serve until the date following the next annual
     meeting on which trustees take office.


     Number: Current bylaws state the maximum number of Trustees shall be 18.
     Revised bylaws currently awaiting final approval by the Board of Trustees at the
     January 15 Board meeting, stipulate a minimum of 13, maximum of 19. Current
     number of persons on Board of Trustees: 15 (as of December 19, 2003)

     Terms: Trustee terms shall be for three years, arranged so that one third of the
     terms will expire annually. As specified in the organization’s bylaws, no person
     having served two consecutive full elective terms as a trustee shall be eligible for
     re-election until after a lapse of one year. Trustees elected at the annual meeting
     of the Society shall take office on the first of January following such annual


     Function: Please see attached Trustee Position Description

     Frequency: The Board of Trustees meets on the third Thursday of each month.

     Committee Structure: Standing Committees: Executive Committee, Board
     Development Committee, Finance Committee, Program Committee, and Resource
     Development and Marketing Committee.

     Attendance Policy: It is expected that a Trustee attend a majority of monthly
     Trustee meetings.

     November 2000 – Long range planning retreat with staff (conducted by Anne
     Ackerson, Executive Director of Museum Association of NY). Outcomes: 2002-
     2005 Strategic Plan; new mission statement; new committee structure based on
     primary objectives outlined in Strategic Plan.

     March 2003 – Governance retreat for trustees (conducted by the Council of
     Community Services of NYS). Outcomes: Initiated overhaul of governance
     structure and responsibilities of Trustees; stimulated action for new fundraising
     and image rejuvenation efforts; trained Trustees on legal and practical roles and
     responsibilities of trusteeship.

     September 2003 – Resource Development and Fundraising retreat (conducted by
     Vally Kovary, International Planning Associates). Outcomes: Training in the
     process of fundraising for Trustees and staff; initiated formal review and rating of
     donor prospects for future fundraising campaigns; fundraising and resource
     development became leadership’s primary work.

                                                                                DHS page 6
Board/Staff Relations: Relations between the Executive Director and Board of
Trustees leadership are open, proactive, forward thinking, well structured, and
effective. Weekly meetings between board leadership and ED with a running
agenda were instituted in 2003 to maintain constant dialogue during a year in
which significant organizational change would be instituted; trustee relationships
with other professional staff is supportive and respectful.

                                                                          DHS page 7
3. Administrative Management and Staffing Structure

Attachments supporting this section:
   •   Personnel Policy Handbook

Management Structure: All staff report directly to the Executive Director.

       Executive Director (FT): Lead all resource development (fundraising) and
       marketing (visibility) efforts. Energize and support resource development
       activities of the Board of Trustees. Guide staff in prioritization and execution of
       efforts. Provide creative guidance for all organizational efforts. Create and guide
       strategies to achieve organization’s vision. Discover, research and prioritize
       opportunities for funding from public and private grant sources.

       Assistant Director (FT): Lead all internal administrative operations. Coordinate all
       staff-team efforts and provide an outlet/inlet for internal communications. Manage
       development and fundraising infrastructure. Manage, evaluate, and report on
       progress and completion of grant projects. Manage visitor and patron services
       (correspondence/communication, statistics, donations).

       Education Coordinator (PT: 18 hrs/wk): Conceive, shape, implement, conduct, and
       evaluate new on-site programs and new outreach programs for children, families,
       and K-12 students. Schedule and lead on-site and off-site public programs.

       Eight Square Schoolhouse Program Coordinator (PT: 300 hrs/yr): Manage the
       Eight Square Schoolhouse Living History Program for area students. Train,
       supervise, and evaluate paid interpreters. Disseminate program materials to
       participating teachers and classes.

       Photographer/Exhibit Technician (PT: 22 hrs/wk): Perform field and copy
       photography, black and white chemical photographic printing, and digital
       photography and printing for exhibits, publications, PR, marketing and resale.
       Carry out all activities related to exhibit preparation. Perform building
       maintenance and janitorial duties including cleaning floors and windows,
       bathrooms, exhibit areas, changing light bulbs, light construction and repair,
       collecting and disposing of garbage and recycling.

       Archivist (PT: 13 hrs/wk): Supervise, care for, and provide access to archival and
       photographic collections within guidelines established by the Board of Trustees.
       Evaluate archival materials and photographs for possible accession. Prepare
       registration and gift paperwork for new accessions. Recommend archival
       materials and photographs for deaccession. Prepare items and finalize all
       paperwork for deaccessions. Train and supervise interns, volunteers and work-
       study students to process collections and staff the reference room.

                                                                                  DHS page 8
       Collections Manager (PT: 12 hrs/wk): Carry out to completion the inventory,
       cleaning, rehousing and computerization of 3-D collections and collections
       records associated with the multi-year collections management initiative, Our
       Historic Treasures Unwrapped (scheduled completion date: February 2004).

       Administrative Assistant (PT: 18 hrs/wk): Provide administrative support to all
       professional staff. Manage day-to-day operation and reporting of membership and
       donations, database management and updating, and membership correspondence.
       Manage day-to-day operation of museum store.

Personnel review process: As stipulated in the Personnel Policy Handbook, new staff
hires require an orientation period of 26 weeks, from start of employment to determine a
new employee’s suitability to the job assignments. Subsequently, the Executive Director
and each employee meet privately twice each year to discuss the employee’s job
performance, goals, expectations, and areas for growth. A summary of this discussion is
put in writing and signed by both parties and placed in the employee’s personnel file with
a copy to the employee. Similarly, the President of the Board of Trustees formally
evaluates the Executive Director twice annually against measurable organizational goals
and expectations.

Recent Staff Restructuring:

2000   Upon the departure of the then-serving Executive Director, the Curator was
       promoted to fill the position of Executive Director, while maintaining
       responsibilities associated with the position of Curator.
2000   The new post of Assistant Director was created in order to spread top-level
       administrative responsibilities across two positions. The first person hired for this
       post stayed with the organization for one year. A new AD was hired in August
2002   Restructuring of Education program staff resulted in the elimination of a full-time
       Educator and creation of two new part-time positions. The newly established
       Education Coordinator and Eight Square Schoolhouse Program Coordinator
       positions were filled in March ’02.

Employee Benefits: As stipulated in the Employment Policies and Practices handbook,
Health insurance is provided for each regular, full-time employee, if the employee
chooses to participate. Each employee is eligible for individual or family coverage in the
medical insurance plan offered by DHS. DHS will pay 80% of the premium for either
individual or family coverage; the employee will pay 20%.

Intern and Work Study Positions and Duties:

       Archives Research Assistant: Provides guidance and access to researchers to
       primary source archival and photograph collections preserved by the DeWitt
       Historical Society. (Able to fill this slot consistently with one to two new recruits

                                                                                   DHS page 9
       Curatorial Assistant: Works with museum curator in documenting, storing, and
       caring for object and archival collections. (Unable to fill this position due to the
       lack of a staff Curator.)

       Marketing/PR Assistant: Assists Executive and Assistant Director in carrying out
       activities related to promotions, marketing, and visibility of DeWitt Historical
       Society. (This position first offered in 2002 and filled through spring 2003. Has
       been vacant since that time.)

       Visitor Services Associate: Responsible for front-line greeting of patrons,
       operation of Gift Shop, basic docent-related activities. (This is a new position
       established to begin in 2004.)

       Education Assistant: Assists with the research and development of educational
       materials. Updates hands-on educational materials and teacher resources; assists
       with public programs; researches new opportunities for projects that link the
       DeWitt Historical Society to the community. (Consistently filled with 3-5 high
       school and college level students throughout the year.)

Seasonal Position Remuneration: N/A

Volunteer Recruitment and Supervision: In 1998, the New York State Council for the
Arts (NYSCA) provided grant funding to develop a volunteer recruitment and training
program specifically designed to support the operation of the Local History Research
Library. This program was designed and successfully carried out. In the first year, 8 new
Research Assistants were recruited and trained. Since the successful first year, new
volunteers have been recruited and trained on an as-needed basis. In addition, the DeWitt
Historical Society makes regular use of both Cornell University and Ithaca College work-
study programs. Also, high school Student Historian program graduates have returned as
volunteers in both junior and senior years. All volunteers, interns, and work study
students are supervised by the program area lead staff person.

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4. Artistic/Cultural Programming

Attachments supporting this section:
   •   Interpretation and Education Planning Guide 2002
   •   Student Historian articles from Ithaca Journal
   •   Exhibit and Program invitations and brochures
   •   “History Links” flyer
   •   Local History Research Library Brochure

Types of Artistic/cultural Programming

       Exhibitions: The Tompkins County Museum provides space for temporary and
       traveling exhibits and accommodates exhibit tours, school group activities, and
       other functions. Typically, two to four major exhibitions are showcased annually
       on-site, and six to twelve smaller exhibitions are created for display both on-site
       and at other host sites throughout the County such as the Tompkins County Public
       Library, the Ithaca/Tompkins Regional Airport, and the Convention and Visitor’s
       Bureau. In addition to temporary exhibits, a portion of the gallery is devoted to a
       permanent “visible storage” exhibition containing several thousand three-
       dimensional artifacts from the DHS collection.

       The primary exhibition for 2002 was the poignant “Coming Up on the Season:
       Migrant Farm Workers in the Northeast,” which opened in February of that year.
       This bilingual exhibit examined the lives of migrant farmworkers in the
       northeastern United States through the tools, clothing, and other material objects
       of migrant life. Firsthand accounts of migrant workers, documents, photographs,
       music, video and art combined to create a challenging yet uplifting cultural
       expose. “Coming Up on the Season” is a traveling exhibit sponsored by the
       Cornell Migrant Program at Cornell University with funding provided by the
       National Endowment for the Humanities, the Rockefeller Foundation, the New
       York State Council on the Arts, Newman’s Own, and Pioneer New Media

       DHS provided a variety of activities in support of the exhibit, including showings
       of two classic works that occupy an important place in the history of migrant
       labor; the television documentary “Harvest of Shame”, and the motion picture
       “The Grapes of Wrath.” A series of informal talks presented by noted authorities
       on various migrant labor issues. Local school and youth groups participated in
       tours of the exhibit offered by our Education Coordinator. Resource Guides and
       other curriculum materials for grades 2-8 were made available as well, giving
       teachers an opportunity to have materials aligned with New York State Learning
       Standards for use in their classrooms.

       “Maps of Tompkins County,” an exhibit featuring recently conserved historic
       maps from DHS collections, followed the migrant labor exhibit in July 2002.

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A secondary exhibit that opened in 2002 is “Signs of the Times,” which highlights
the DHS collection of historic signs from a number of local businesses that were
prominent in the late 19th and early 20th centuries. Objects chosen by our Student
Historians are featured in yet another small exhibition.

As part of our commitment to educating the public about the importance of
preserving their own historical objects, DHS has sponsored an annual appraisal
event, “Your Historic Treasures Appraised” since 2000. The event provides the
opportunity for the public to bring in objects from their own collections and have
them examined by professional appraisers who estimate their monetary value and
give advice on properly using, displaying, and storing these family treasures. A
packet of publications relating to professional preservation techniques is given as
a gift to event participants. While the primary goal is educational, the appraisal
event is also designed to raise funds for the DeWitt Historical Society.

Education Initiatives

“Student Historians: Training, Research, and Journalism Initiative”
One of our most innovative and unique education programs debuted in 2002.
Originally funded in part by the New York State Council on the Arts, the Student
Historians: Training, Research and Journalism Initiative offers Tompkins County
high school students unprecedented access to hands-on historical research. This
program teaches students the techniques of doing original research using primary
source materials from the archives of the DeWitt Historical Society. The student’s
research reveals the hidden stories behind an object of their choice selected from
our historic collections. They not only discover the age of the object, its place of
manufacture, original owners, or use, but also its significance as an artifact of our
community’s history and it’s ties to themes in U.S. History. Students then use
their research to write a short, compelling, illustrated article that is published in
the Ithaca Journal. Each week, on Saturdays, a new Student Historian article is

As the primary historical agency for Tompkins County history, our goal is to
ensure that students emerge from the Student Historians Initiative with a new
appreciation for local history and new skills in investigative research and writing
that can be applied to future disciplines. In the process of achieving these goals,
the Student Historian program offers the students the opportunity to gain first-
hand knowledge about careers in museums, using public and university archives,
and the techniques of journalistic writing. The staff Education Coordinator,
supported by the Archivist and Collections Manager, works closely with each
student to ensure that they successfully use their newfound research skills, choose
appropriate methods for handling original historic documents and artifacts, and
write effectively for the newspaper. The Education Coordinator and Archivist
evaluate and edit the student’s work both in progress and upon completion. In
turn, the Student Historian articles produced for the Ithaca Journal display a deep
appreciation for local history and reveal a compelling story to a new, broad
audience. To date, 42 students from around Tompkins County have participated in

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the Student Historians Initiative. The program was recognized for its success in
2002 with an Award of Merit from the Upstate History Alliance.

“Eight Square Schoolhouse Living History Program”
Another popular educational program administered by DHS is the Eight Square
Schoolhouse living history program “A Day in School in 1892,” which is centered
on the largest object in our collection, the Eight Square Schoolhouse. Located
near Ithaca in the Town of Dryden, this one of a kind structure, built in 1827, is
the only remaining masonry, octagonal, one room schoolhouse in New York

The living history program, led by a specially trained teacher/interpreters, allows
young students to spend a day experiencing school as their late 19th century rural
forebears might have. Teachers dress and act according to the standards of the
time period. The day’s curriculum is also historically accurate for that time
period. In 2002, its tenth year, the Eight Square Schoolhouse living history
program hosted 568 young scholars.

The year 2002 saw a major milestone in the life of this venerable structure, its
175th anniversary, which was celebrated by DHS in August with the first annual
“Eight Square Schoolhouse Festival.” The series of events included public
programs at the Tompkins County Public Library, the inaugural exhibit of “Art at
the Eight Square,” and a reception for DHS members, all culminating on Saturday
with a Family Fun Day, a day-long carnival of games, crafts, music, storytelling,
and an old-fashioned ice cream social, held on the grounds of the schoolhouse.
This successful event served not only to increase the community’s knowledge of
this important landmark and its impending restoration, but significantly enhanced
the public profile of DHS as well.

“History Links”
Our newest outreach project is the “History Links” kit program. Designed by the
DHS Education Department in partnership with Ithaca College, Project Look
Sharp, and teachers from the Ithaca City School District, each History Link kit
contains reproductions of photographs, newspaper articles, and other primary
source materials that bring local history right to the student’s fingertips. Complete
lesson plans, student worksheets, and extension activities are designed for use in
middle and high school classrooms.

“History Links” kits put the unmatched resources of the DeWitt's collections into
the hands of area educators, and help students discover how national events affect
daily life at home. Currently available kits include "The Great Depression Hits
Home," "Ithaca Responds to the National Recovery Act," and “My Urban
Community,” featuring the history of Ithaca’s Southside neighborhood.
Additional kits are being developed with federal grant funding from the Institute
of Museum and Library Services.

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Museum Workshops
The Museum Workshop series, consisting of five individual programs, provides
specialized educational opportunities for grades K-12. All workshops are
designed to meet current New York State Learning Standards.

       “Journey to the Past in MY COMMUNITY” is the series component for
       grades K-2. This program uses photographs, paintings and a behind the
       scenes tour of the museum and archives facilities to encourage young
       minds to explore such questions as “Why are old things important? “How
       old is old?” “What did my community look like when my grandma was a
       child?” and “How do neighborhoods change over time?”
                                                                         rd     th
       “Geography & Early Settlement” is designed to compliment the 3 and 5
       grade NY State Social Studies curriculum. Through examination of maps
       and paintings from the DHS collections, the students will discover the
       answers to questions about why people choose to live in a given area and
       how they use the land.

       “Every Object Has a Story” is designed for grades 2-4. After an
       introduction to the role of history museums and the basics of collections
       care, this program gives students an opportunity to don white gloves and
       examine eighteenth and nineteenth century objects from the collection for
       an up close and personal encounter with the past. Students are challenged
       to find the theme that unites the objects.

       “Local History Quest” is designed for grades 6-9. Students are introduced
       to the big stories of local history through a fun POP! Quiz. Then, students
       are divided into smaller groups and search for the answers to the quiz in an
       interactive gallery scavenger hunt.

       “Researching the Past” is a Museum Workshop program created for
       grades 6-12 that focuses on what can be learned from the people and
       events of our past. Big themes in local history from movie-making to
       railroads, are examined using primary and secondary sources from our
       Local History Research Library.

Local History Research Library
The Local History Research Library, which annually provides hundreds of
researchers with access to over 4,000 monographs, 900 linear feet of unbound
manuscripts and documents, 1,800 family genealogy files, 250 bound business
ledgers, 432 scrapbooks, 1,100 maps, and more than 100,000 photographic
images, all of which relate to the history of Tompkins County. Also available for
use are private and business correspondence, obituary listings, cemetery listings
and gravestone inscriptions, marriage notices, an abstract of the 1825 New York
State Census and the complete 1850 Federal Census for Tompkins County, Ithaca
city directories from 1864-1989, and family histories.

                                                                         DHS page 14
       Tompkins County Museum Shop
       The Tompkins County Museum Shop offers the largest selection of local history
       publications in the area. Reprints of historic photographs from the collections are
       a popular item, as are the history-related games, videos, posters, genealogy and
       preservation supplies, post cards, and other unique items stocked in the shop.

Decision Making:
The DHS Education Coordinator, with input from a program committee and other staff
members, originates ideas for program design and implementation. Exhibit concepts are
developed under the Executive Director’s guidance with the participation of the full staff.
The Executive Director retains final approval over exhibit and program development.

Artistic Philosophy and Criteria:
The DHS mission statement provides the broad philosophical framework for decisions
relating to the programs, exhibits, and services offered by the organization. Specifically,
we are charged with facilitating the broadest possible access to local history through
exhibits, programs, and services.

The Interpretation and Education Planning Guide (IEPG), created in 2002, outlines
the specific criteria to be followed in developing exhibits, programs, and services that
will fulfill the major goal articulated in our mission statement.

The IEPG presents four primary themes that provide the context for the development of

   1. Tompkins County – Tompkins County will be at the core of every exhibit and
      program offering. We strive to research and present, in a variety of ways,
      compelling stories about the people, places, events, and issues in our county’s
   2. Historical Perspective – on local, national, and international issues of historical
      and contemporary importance. We will use archival materials and objects, as well
      as the experiences of Tompkins County residents, to make connections with and
      clarify contemporary events and concerns.
   3. Attic Archives – An important part of our work will be teaching people in our
      community the historic value of the common objects in their own collections.
      Inseparable from this is the importance of outreach to the community to promote
      the collection and preservation of items of historic importance to individuals,
      families, and the larger community.
   4. Their Story is Our Story – We will encourage people to discover what can be
      learned from those who came before us and to consider how people today might
      inform the history of tomorrow.

In order to translate these larger objectives into specific programs and services, the IEPG
also presents six Focus Themes: (1) land use and the environment, (2) creation of
community, (3) aging, healthcare, and mental health issues, (4) politics, activism, and
protest, (5) planning, development, and commerce, and (6) impact of educational
institutions on daily life and the impact of daily life on educational institutions.

                                                                                  DHS page 15
To guide the translation of the above themes into actual activities, the following
Management Goals are an integral part of the IEPG. These are priorities defined by the
Board of Trustees and the staff and we strive to meet these goals in everything we do,
especially in the realm of education.

   •   Reach Out – to build programs take bring the resources of DHS to other sites in
       the community
   •   Develop - preservation and development strategies that will maintain and enlarge
       collections of materials relating to Tompkins County and improve access to these
   •   Collaborate – with other organizations to develop and implement projects that
       enable us to make local history more visible and relevant to everyday life.
   •   Create – partnerships with other community stakeholders including community
       leaders, cultural and educational institutions, and businesses.
   •   Organize – events in the community that engage participants with us in making
       local history a part of everyday life.
   •   Research and Design – innovative exhibits and programs that enliven local history
       for diverse audiences that embody professional standards and practices.

Artistic Outcomes:
The IEPG sets forth several desired goals or outcomes of exhibits and other activities,
which are created with the expectation that all programs will meet several of these goals.

   •   Empower visitors to create change
   •   Foster curiosity and discernment
   •   Link past and present in the participant’s mind
   •   Meet the unique needs of Tompkins County residents
   •   Engage diverse audiences
   •   Utilize the cultural and artistic talents of Tompkins County residents
   •   Foster intergenerational understanding and appreciation
   •   Balance seriousness with fun

While survey-type evaluation forms accompany all of our outreach educational kits, most
education programs are currently evaluated on an informal basis through conversations
with teachers, parents and community leaders who participate in the programs. For
example, each Student Historian is interviewed at the beginning and end of his or her
program and is required by their classroom teacher to write a formal one-page report
detailing their experience. In addition, we will be working with the Institute of Museum
and Library Services to determine a more formal outcome-based evaluation process for
our “History Links” project, which will lead to an improved system of gathering and
interpreting evaluation material across the entire institution.

                                                                                DHS page 16
5. Fundraising

Attachments supporting this section:
   •   2001, 2002, 2003 Annual Campaign mailers
   •   Resources Committee Report 2002

Fundraising Calendar, Methods, Activities, Diversity of Support

Federal Government Support

       IMLS: During the years 1996-1998, DHS received funding from the Institute for
       Museum and Library Services to partially support the hiring of a new staff
       position (Educator). Since 1998, DHS has not been eligible for grant support
       through IMLS to fund essential operations work such as the hiring of staff. 2003
       marked the first time since 1998 that DHS was awarded IMLS funds. In this
       instance, a Learning Opportunities project grant was given to support the research
       and design of new “History Links” kits.

State Government Support

       NYSCA: The DeWitt Historical Society applies annually to the New York State
       Council of the Arts for General Operating Support and, until 2003, requested
       additional funds to support the activities of an Interpretation or Museum
       Education project. (In 2003, applicants were strongly encouraged to limit their
       funding requests to one program area due to funding limitations.) DHS staff
       communicates throughout the year with NYSCA representatives, providing
       information on organizational progress and requesting advice and feedback used
       to hone subsequent applications. NYSCA applications are due on March 1, for
       grants applied to the following calendar year.

       NYCH: Funding from the New York Council for the Humanities is typically
       sought to support October Humanities Month programs ($1000). Grants of this
       type were awarded to DHS in 1996, 1998, 1999, 2000, and 2001. During those
       years, NYCH additionally awarded “Local Affiliate” grants of $1000. This
       program has since ceased operating.

       NYS Dept. of Education, Conservation/Preservation Discretionary Grant Program:
       Funding from the Discretionary Grant Program has been used to support major
       collections preservation initiatives. Most recently, funding was awarded to
       inventory and rehouse a historic scrapbook collection ($13,800) and to preserve a
       selection of fragile, historic maps ($16,300).

       Upstate History Alliance: The Upstate History Alliance administers a NYSCA re-
       grant program to support professional development, planning and implementation
       activities for regional history-based organizations. DHS has most recently
       received grant funding from UHA ($2500) to support organizational stabilization

                                                                               DHS page 17
       efforts, specifically to conduct a governance and financial management retreat for

       Legislative Line-item Requests: The DeWitt Historical Society successfully
       applied for and received funds through the state appropriation process to support
       the restoration of the Eight Square Schoolhouse. This funding is being
       administered through the Department of Parks and Recreation ($8000) and the
       Environmental Protection Fund ($10,300).

Local Government Support

       Tompkins County: For over 50 years, Tompkins County has provided annual
       support for the DeWitt Historical Society used to cover the costs of occupancy. In
       2004, total occupancy costs are estimated to be $85,000. It is expected that the
       County will grant DHS approximately 70,000 to put towards the costs of
       occupancy. DHS staff works directly with members of the County’s Consumer
       and Community Affairs Committee, reporting to them quarterly to provide
       information on organizational progress and requesting advice and feedback used
       to hone subsequent budget requests, due in July. Most recently, the DeWitt
       Historical Society is engaged with the County through the Community Arts
       Partnership administered Organizational Stabilization program. This program uses
       a portion of income generated from taxes to strengthen cultural tourism agencies.

       Town of Ithaca: Since 1996, the DeWitt Historical Society has received an annual
       grant from the Town of Ithaca to support services provided directly to Town
       officials or staff or an appointed Town of Ithaca Historian. In 2003, DHS was
       granted $8,400. Application is made to the Town in the 3rd quarter of the calendar

       City of Ithaca: From 1997 to 2002, the City of Ithaca has granted approximately
       $7000 to the DeWitt Historical Society to support general operations. In 2003,
       funding for DHS was discontinued due to funding shortages cited by the City.
       Currently, there is no plan in place to seek restoration of support from the City.

Private Support

       Foundations: The DeWitt Historical Society applies for funding from area
       foundations to support significant programs or projects that will have a
       meaningful impact on the organization’s capacity and provide advantages for
       community access and awareness of the organization, its mission and programs.
       From 1998 to 2001, foundation support (Park, Gannett, Tompkins County
       Foundation, Rotary, Community Foundation of TC) was used to carry out a
       milestone collections management program entitled “Our Historic Treasures
       Unwrapped.” In 2003, DHS has applied for and received funding to support core
       agency work to stabilize and build organizational capacity. Grants from the Park
       Foundation ($10,000) and Triad Foundation ($15,000) have helped to launch our
       capacity building program. The capacity building program was instituted in 2003
       and outlined a comprehensive, and fundable approach to strengthening the

                                                                                  DHS page 18
        organization, addressing five main areas: board development and training, staff
        development and training, budget planning and financial management, fund
        raising/resource development, and community engagement/public relations.

        Membership/Individual Giving: Currently, membership is a separate function from
        general individual giving. Membership is administered as a calendar year
        activity, with different levels and benefits offered. Individual giving consists of
        unrestricted, unsolicited gifts, honorary or memorial contributions, fundraising
        events, in-kind contributions, and gifts made to the Annual Campaign. The
        administration of the Annual Campaign is undergoing a complete overhaul in
        2003 with guidance from Vally Kovary of International Planning Associates, a
        hired consultant. Ms. Kovary’s work in 2003 is being supported in part by funds
        contributed through the Organization Stabilization and Planning Grant program.

        Ms. Kovary’s guidance has resulted in nearly 4000 names being added to our
        solicitation base by merging users of the Research Library and educational
        programs into our constituent database. (In previous years, this database was
        limited to the approximately 500 active members of the DeWitt Historical
        Society.) In addition, she has assisted us with the design of a sophisticated
        Annual Campaign structure (using customized letters designed for donors at
        different giving levels), has trained the Executive Director and Board leadership
        to carry out in-person solicitations, and has promoted open communication
        regarding the organization’s financial needs with the community at-large

        Corporate Support: Corporate support has been sought in the past to fund specific
        programs and activities such as exhibitions, special programs, and printed
        collateral materials. Most recently, connections with corporate partners has led to
        offerings of new benefits to DHS members from local businesses such as Purity
        Ice Cream, Gimme Coffee, and Ithaca Beer. In 2003, a broad and systematic
        Corporate Cultivation and Giving program will be initiated to correspond with the
        end-of-year Annual Campaign. The Trustee members of the DHS Resource
        Development and Marketing Committee will lead this program.

Budget vs. Actual 2000 – 2002

                               2000              2001                 2002
                         Budget     YE     Budget         YE     Budget    YE
Individual contributions   51,000 65,665     51,500       37,879   45,000 36,094
Corporate contributions     4,262    7,852    8,000        2,292    8,000   3,525
Foundation grants          25,000 58,320     12,500        1,275   39,884       0
Government grants
     Federal grants             0        0        0            0          0         0
     State grants          28,563 41,275     23,000       46,222     45,616    38,404
     Local grants          92,654 92,964     94,285       94,285    110,870    80,998

•   High year-end individual contributions in 2000 are due to one-time special project
    gifts to create new publications.

                                                                                 DHS page 19
•   Foundation support budget vs. year-end variance between 2000 and 2002 is due to
    the way funds were accumulated and spread over a three-year period in support of
    the Our Historic Treasures Unwrapped project.
•   For 2003, the DeWitt Historical Society set an overall annual fundraising goal of
    $125,000 – the first time a goal has been set since the Capital Campaign of 1993. As
    of November 2003, nearly $78,000 had been raised from individuals, corporations
    and foundations. Between November 1 and December 22, 2003, an additional
    $35,000 has been raised in individual contributions.

                                                                              DHS page 20
6. Marketing and Public Relations

Attachments supporting this section:
   •   Ithaca Journal articles featuring Flights of Fancy exhibit and programs
   •   Student Historian articles from Ithaca Journal
   •   2002-2004 Strategic Plan
   •   Resources Committee Report 2002
   •   Strategic Planning Framework and Recommendations 2003-2005
   •   Discovery Trail Brochure
   •   ArtiFACTS newsletter
   •   Web site home page
   •   Rack Card

Activities, Partnerships, Outcomes, Challenges
The DeWitt Historical Society has excellent working relationships with the media, both
print and electronic. Exhibits and programs receive regular exposure through media
releases in local and regional newspapers and public service announcements on
commercial and public radio stations as well as the local cable access television station.
In addition, our exhibits and programs are regularly subjects for illustrated feature articles
published in the two primary local newspapers. Direct mail is utilized extensively to
market activities, services, and products such as publications and to promote exhibit
openings, workshops, programs, and special events. Staff members also promote DHS
and its resources through presentations to local organizations such as senior citizen
centers and assisted living facilities, fraternal groups, social clubs, and educational

       Ithaca Journal & Ithaca Times: Perhaps our most innovative media outreach
       activity is a component of the “Student Historians” initiative described
       previously. The articles resulting from this program, which appear in The Ithaca
       Journal, not only provide an opportunity for high school students to be published,
       but also result in significant exposure for DHS and its collections throughout
       Tompkins County.

       Another regular feature in The Ithaca Journal is the bi-weekly “Then & Now”
       column, authored by a DHS Board Advisor and local historian. These articles,
       based on research done in DHS archives, detail the people, places, and events that
       have shaped Tompkins County over the past 200 years and provide insights into
       local history to a popular audience.

       Our successes with the Ithaca Times have been due to our strategic cultivation of
       authors to write articles that promote the opening of major events. Recently,
       extensive feature articles highlighting the exhibitions “Coming Up On The
       Season” and “Flights of Fancy” have helped launch awareness of these important
       traveling productions.

                                                                                   DHS page 21
ArtiFACTS Newsletter: DHS publishes a quarterly illustrated newsletter containing
articles researched and written by staff, local historians, and other guest authors.
A recent overhaul of the newsletter design has resulted in an easy to read,
informative publication that accurately communicates the organization’s current
events and overall direction. Most importantly, ArtiFACTS is now mailed to our
expanded base of 5,000 recipients.

WWW: In the realm of electronic promotions, we maintain a recently redesigned
website at, which is a source for up-to-date
information regarding activities, profiles of programs and exhibits, a staff
directory, contact and membership information, press information, electronic
versions of our newsletter, and links to other history-related organizations. The
website also features items from the collections and unique local history stories.
Our website is linked with that of the Discovery Trail,,
and, the primary area events listing website, and with
other local, regional, and state organizations of related interest. DHS also
maintains a free listserv entitled “History Happenings” to distribute current-event
information to subscribers.

The Discovery Trail: DHS is a partner institution in Ithaca’s Discovery Trail, the
eight-member consortium of informal educational institutions including DHS,
Sciencenter, Cayuga Nature Center, Herbert F. Johnson Museum of Art, Cornell
Plantations, Paleontological Research Institution, Cornell Lab of Ornithology, and
the Tompkins County Public Library.

A major impetus for the formation of the Discovery Trail partnership was a desire
to foster cooperative programming and marketing ventures amongst member
institutions. As a constituent organization, DHS benefits from inclusion in the
Discovery Trail brochure, which is professionally produced and updated yearly
and in its extensive promotions in and out of Tompkins County including calendar
of events listings, paid advertisements, and public service announcements and by
links to its website from those of the other member institutions. DHS has co-
sponsored and participated in several projects with the its Discovery Trail
partners, including the first annual “Discovery Month” in May of 2003, and a
number of Discovery Trail-sponsored brochure drops and information fairs.

Radio: In addition to frequent public service announcements regarding DHS
activities, which are aired on local commercial radio stations, our Education
Coordinator is part of a bi-weekly live radio talk show interview on area station
WHCU during which she discusses exhibits and programs as well as upcoming
events. DHS activities receive television coverage from the local cable news
channel and also from the Ithaca College campus television channel, which is
carried on the local cable television system.

Rack Card: We also publish annually a four-color rack card promoting DHS that
is used in-house and is distributed through a number of other venues throughout

                                                                           DHS page 22
       the county, including the Convention & Visitors Bureau of the Tompkins County
       Chamber of Commerce and partner institutions on the Ithaca Discovery Trail.

       Book Publishing: Our publishing program continues to be an excellent means of
       increasing public awareness of the DeWitt Historical Society and enhances our
       credibility as the preeminent local history resource. Nine books on local history
       topics have been produced since 1998. Written by local historians and authors,
       these books are largely based on research done in our collections. The most recent
       (November 2003), the third in a series of collaborative publications by DHS and
       The Ithaca Journal contains several hundred historic images of Tompkins County
       from our photograph collections.

Marketing Challenges
In general, DHS has had good success using the local media to promote exhibits and
specific events, although we have found it difficult at times to obtain an adequate level of

At present, because we do not have the resources to purchase advertising on a regular
basis, we rely heavily on a very limited amount of trade advertising and free publicity we
are able to obtain. This approach, combined with the great number of competing events
and limited newspaper space has resulted in inconsistent promotion.

Perhaps our greatest marketing challenge involves promoting the organization as a whole,
creating a consistent and high profile image in the community that is not restricted to any
specific event or activity. Restrictions imposed by limited staff time and a lack of other
resources combined with a high turnover rate in the local media, has made media
cultivation difficult to accomplish.

Another challenge in this area is that of marketing outside of Tompkins County.
Although we do send press releases to out-of-county media organizations, we are limited
in our ability to promote DHS on a regional basis or statewide. Our principle activity in
this area is limited co-promotion through the Discovery Partnership.

                                                                                  DHS page 23
7. Performance/Attendance Records

             Attendance       Membership
2002         6,822            475
2001         6,287            473
2000         6,263            486

Geographic Baseline Information Based on 2003 Attendance
Attendance/visitation statistics are collected from a number of sources using a variety of
methods. Visitors to the Tompkins County Museum are asked to sign a visitation log,
which requests contact information. Those using the Research Library complete a
registration form that also asks for contact information. In addition, attendance statistics
are collected at participatory events, such as exhibit openings and lectures, and from off-
site activities including the Eight Square Schoolhouse Living History program and
various types of programs presented for community organizations and schools. Typically
this information is limited to a count of participants and has not included contact
information, Zip Codes, or any other geographic identifier.

We are in the process of determining a practical and appropriate methodology for
capturing more detailed attendance/visitation figures, including Zip Codes, in a more
consistent way. This will allow us to track visitors and program participants

In order to provide a geographical baseline for comparison of future attendance/visitation,
we have used figures from a series of activities for which we do have Zip Code
information for participants. These include: museum visitation, Research Library use, a
fundraising event open to the general public, an exhibition opening, Eight Square
Schoolhouse classes, and an event where an outside group rented museum facilities for
private function. These provide a good cross-section of activities and therefore a
representative sampling of our users.

The total attendance for these activities was 515, which is 8.6 percent of our projected
total attendance for 2003, the breakdown geographically is as follows:

Ithaca                                        60%
Tompkins County, not Ithaca                   13.3%
New York State, not Tompkins County           19.6%
Out of state                                   6.9%

                                                                                  DHS page 24
8. Successes and Challenges

Attachments supporting this section:
   •   2002-2004 Strategic Plan
   •   Resources Committee Report 2002
   •   Strategic Planning Framework and Recommendations 2003-2005

Insufficient staff resources result in the most significant internal strain being placed on
the organization as it carries out this transformation. We lack operational funds to hire
key team members in administrative, fundraising and program areas. Yet we also
recognize that rejuvenating our public image, developing an effective board, creating new
community partnerships, and upgrading our fundraising efforts will help us be able to
fund new staff and offer new and sophisticated programming to a diverse public.

To this end, in 2003 we began to restructure staff and programs to yield a more focused
and effective mix of public offerings and to operate within a reduced operating budget.
In 2004, we will continue to concentrate on programs that provide core services to the
community, consistent with vision, mission, and strategic plan, make the best use of
current professional staff, are cost-effective (fundable and/or generate earned income)
and manageable within the operating budget, and enhance DHS visibility and impact. For
example, we will position education initiatives at the forefront of all
outreach/interpretation efforts, upgrade the services offered through our Research
Library, and develop the use of our darkroom as a service and profit center, if research
confirms feasibility. To balance that concentration of effort, we will examine the
possibility of reducing or suspending operation of the Museum Shop, or adjust the
manner in which we use and promote our exhibit space.

We will also continue to build organizational stability and capacity by improving internal
structures and processes that will enable us to grow strong and stable in the short-term (3
to 5 years), and then sustain our health over the long term. In 2004, we will continue to
build a sustainable fundraising and resource development program, improve the
governance capacity and of the Board of Trustees, and improve the manner in which we
engage with the community to evaluate our effectiveness and design new programs.

In 2002 and 2003, the DeWitt Historical Society’s successes can be charted by looking at
the progress made to update the organization’s internal management and governance
infrastructure. This work is considered the mandatory predecessor to launch external
image rejuvenation efforts and continue to broaden the base of financial support.

Timeline of Transformation – A New Strategic Trajectory

Nov 2001       Approved new Strategic Plan
Jan 2002       Restructured staff
               Recruited effective Trustee leadership
Oct 2002       Completed Resources Committee Report

                                                                                 DHS page 25
Nov 2002   Approved new Strategic Planning Framework
Jan 2003   Initiated partnership with CCSNYS
           Acknowledged severity of downward financial spiral
           Began overhaul of governance structure, policy and procedures
Mar 2003   Installed new database software to manage constituents/donors
           Completed governance retreat for Board of Trustees
Jun 2003   Established resource development and image rejuvenation consulting team
Jul 2003   Conducted multiple market surveys to measure community awareness
Sep 2003   Completed fundraising training for board and staff
           Began design of new image, logo and name based on market research
Oct 2003   Expanded potential gift base from 500 to 5000
Nov 2003   Redesigned newsletter (ArtiFACTS) to spark new interest and attention
           Set fundraising goal for Annual Campaign
           Implemented new methods of individual donor cultivation and solicitation
           Designed sophisticated Annual Campaign solicitation process
Dec 2003   Conducted in-person solicitations of major donors and Trustees

                                                                         DHS page 26
9. Organizational Aspirations

Attachments supporting this section:
       •   ArtiFACTS newsletter (see Message from the Director, p.2)

In the coming years the DeWitt Historical Society will strive to achieve these key goals:

•   Emerge as the primary gateway for the stories and materials that connect people with
    the history of Tompkins County, New York State, our country, and the world

•   Become partners with our community in creating the premier repository for Tompkins
    County history and provide superb universal access to the collections by combining a
    cutting-edge technological approach with personal and exceptional, one-on-one

•   Create sought-after museum education opportunities of the highest quality and launch
    initiatives that are celebrated and used as models throughout our field.

•   Establish a commanding regional presence as an accredited museum that presents
    forward-looking exhibitions steeped in history and diversity.

•   Earn our community's generous financial support.

                                                                                DHS page 27
10. Methodology and Implementation

Attachments supporting this section:
   •   2002-2004 Strategic Plan
   •   Resources Committee Report 2002
   •   Strategic Planning Framework and Recommendations 2003-2005

                                                                    DHS page 28
11. Request

The DeWitt Historical Society is requesting STRATEGY IMPLEMENTATION support
in the amount of $ 30,000, broken out as follows:

Marketing Plan Design                      10,000
Marketing Plan Implementation              10,000
Production                                 10,000
Total                                      30,000

       Priority #1: Marketing Plan Design - $10,000
       Communiqué Marketing and Design, Inc. has assisted the DeWitt Historical
       Society with the development and design of a new logo and brand name. This
       new image will be unveiled in early 2004. We recognize that in order for a new
       brand image to take hold and flourish, we must lay the groundwork with a strong
       marketing plan. A portion of Strategy Implementation support would fund the
       design of a branding marketing plan for 2004. We will hire a firm to help develop
       a marketing plan with guidance from Vally Kovary who will remain under
       contract with the DeWitt Historical Society through 2004. The marketing plan
       shall be developed in a manner consistent with our approach to fundraising. We
       will use the planning process especially to reach out to known key constituents
       that have a stake in our success. These constituents include the business
       community, area municipal historical societies and historians, educators,
       government and community policy leaders, donors who have made or will be
       cultivated to make significant financial investments in our future and other groups
       and individuals who can help promote our new image.

       Priority #2: Marketing Plan Implementation - $10,000
       With the marketing plan as our springboard, we will hire a marketing and
       outreach coordinator to implement the plan with the assistance of staff and
       Trustees. We expect that this will take 6 months to a year and estimate
       approximately 8 hours per week to perform.

       Priority #3: Production - $10,000
       Critical to our success will be our ability to design and print new, high quality
       promotional collateral materials, re-tool our website to allow on-line access to our
       collections, permit secure Museum Shop sales, and enhance research services,
       produce and mail newsletters and invitations to special events, and extend our PR
       and marketing activities to reach a broader audience. Our ability to link the active
       downtown center with the DeWitt Historical Society, only one block away, will
       also play a major role in our success. Although we have been advised to spend
       $40,000 on this phase, we believe $10,000 will provide a vital start to this highly
       visible component. We will continue to fundraise to fill this gap.

                                                                                DHS page 29
We will know we are succeeding in 2004 if, in addition to having increased our mailing
list by 1000%, we will double the number of people contributing gifts, we will report on
the outcomes of new conversations with people about our future both programmatically
and organizationally, and we will open conversations for collaboration with dozens of
new organizations.

We will begin to tie our programming efforts and our funding efforts closer together with
the implementation of this plan. We will identify synergies between the diverse interests
of the people in the community to make programming connections and cultivate financial
support for their production. With these activities, we will begin to create an
organization that has long-term sustainability and remains a dynamic and vital part of the

We anticipate that as a result of another year of capacity building, we will be attracting
greater interest and attendance to exhibits and programs, and in turn, we will be able to
fund longer hours, and, most importantly will raise staffing levels to support core

                                                                                  DHS page 30

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