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Flourishing in tough times: building resilience and sustainability

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Torquay Museum (Pengelly Hall)

529 Babbacombe Road



United Kingdom

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The South Western Federation of Museums & Art Galleries (SWFed) Spring Forum 2017 is a one day event to learn about building resilience and sustainability in heritage organisations. It is free for SWFed members.

After the success of last year's Spring Forum, we are delighted that we are once again partnering with The Flourish Project, who are kindly funding the event as part of their Arts Council England grant and covering ticket costs for our members.

This event is a unique opportunity to gain advice, ideas and practical solutions for making your museum more sustainable, with a focus on financial sustainability.


4th May 2017 10.00 – 15.30
Pengelly Hall, Torquay Museum, 529 Babbacombe Rd, Torquay, TQ1 1HG

10.00: Arrival with Tea & Coffee
10.15: Welcome - Anna Bryant, SWFed

10:30: Is change necessary after 150 years?
Basil Greenwood Future Museums Project – Governance Development

10.50: Flourishing museums: where governance hits the ground
Sue Shave/Richard Berman Chiltern Open Air Museum – governance/planning and the future lessons from the Flourish project

11.05: Governance ideas and questions from the floor

11.15: Break

11:30: Workforce Development
The volunteer workforce: engaging volunteers for sustainable growth
Julia Hill, Culture Force + Sue Shave / Richard Berman - COAM

12:10: Workforce (and Governance) ideas and questions from the floor

12.25: Lunch (provided)

13:10:Legacy giving – interactive session – Dr Claire Routley

13:40: Major donor giving – interactive session – Lucy Marshall

14.10: Donor ideas and questions from the floor

14:20: Break

14: 30 From the sustainability toolkit
14: 30 Databases
14: 40 Corporate schemes
14: 50 Annual passes

15.00 Outstanding questions and discussion

15.30 END

Refreshments well be provided, including a buffet lunch.

Ticket info

SWFed members can book FREE tickets. This includes any expired 2016 memberships that are due to renew (we understand that there are several memberships that have expired or are currently being processed due to issues with renewal reminders - please note that we are having a new easy-to-use membership system built and reminders will be sent shortly).

Our Spring Forum is a great benifit to SWFed members, who take with them a wealth of knowledge to apply to their own work and the organisations they work with. It is cheaper to sign up as a member than to pay the non-member ticket cost, so there is great value in becoming a member.

If you aren't a member of the SWFed, you can join here: https://www.swfed.org.uk/membership/

About the speakers

Richard Berman, Fundraising Project Coordinator, Chiltern Open Air Museum (COAM) & Project Coordinator, Flourish Project

Richard joined the Flourish project and Chiltern Open Air Museum in July last year, coming from outside the sector and having worked in the financial services sector for twenty three years. Richard has worked extensively assisting private clients as well as corporate bodies in the areas of financial planning and employee benefits. He has also set up a voluntary community organisation in his village, giving him insight into fundraising, as well as experience, working with and recruitment of volunteers. Richard is committed to supporting the innovation based aims of the project and sharing lessons learned to the wider museum community.

Julia Hill, Culture Force, The Flourish Project

Julia is co-author of the Association of Independent Museum’s Success Guide for ‘Successfully Recruiting and Retaining Volunteers’. She has been involved in volunteer management and volunteer programme development in organisations within the heritage sector and other sectors, working both locally and nationally. She has been working with the Flourish Project since May 2015 as part of her work through Culture Force Consultancy and is the author of the Flourish report ‘Volunteering, Membership and Giving: Making it work for everyone.’ Julia worked for many years in the South West as the Volunteer Manager of the ss Great Britain, setting up and developing the ship’s volunteer scheme.

Sue Shave, Museum Director, Chiltern Open Air Museum (COAM)

Sue Shave has had a career of over 25 years specialising in learning and management within the independent museum sector including Archaeological Resource Centre in York, Weald and Downland Open Air Museum, Thinktank, Birmingham and, in latter years, has been the Museum Director at Coldharbour Mill in Devon and currently Chiltern Open Air Museum.

Dr Claire Routley, Legacy Consultant to Flourish Project

Dr Claire Routley has worked in fundraising for twelve years, specialising in legacy fundraising for the last nine. In 2011, she completed a PhD looking at why people choose to leave legacies to charity. She has worked for Bible Society, Age UK, Women’s Royal Voluntary Service (WRVS) and a local hospice, and is a tutor for the Institute of Fundraising’s qualification courses. She is now a consultant specialising in legacy and in memory fundraising.

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Torquay Museum (Pengelly Hall)

529 Babbacombe Road



United Kingdom

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