Planning Worksheet Daft #3.
0 10/29/08
Redmond Historical Society
Long Range and Strategic Planning Committee Approved by the Board of Directors, 11/3/2008
Topic Goals Objectives, 2009
Finance Capitalize an Appoint qualified volunteer to
endowment fund organize program
Set up a capital Revise budget and accounting
budgeting program systems to recognize
depreciation of capital
expenditures over several years
Monetary grants & Actively seek out sources of
gifts Government and non-profit
grants
Reserve funds Recognize a percentage of
current reserves as set
aside for lean years
Increase non-dues Sell existing book inventory
Revenues
Ask for donations at meetings
non-members & members
Membership Design and implement a
membership drive targeted to
Families, students and working
people
Cash & inventory Implement all existing cash,
Controls inventory, and archieve control
procedures and monitor their
use regularly.
Objectives, 2010
Request contributions from
business and influential
individuals
Goal, apply for 2 grants a year
Set aside a percentage of net
income each year to add to
reserve funds. Board
determines
Establish program to sell
vintage photographs
Increase membership in the
30 to 50 year old bracket by
10%
Audit finances, inventory and
collections annually, as a part
of an audit of accounting
records
page 1 of 7
Note: This document is formated in legal size, landscape layout.
For Adobe Reader, use that print set up the best readable print.
Objectives, 2011 Objectives, 2012 Objectives, 2013
Goal = $50,000 Goal = $100,000 Goal = $150,000
Goal, apply for 3 Goal, apply for 3 Goal, apply for 3
grants/year grants/year grants/year
Board established a goal Add to reserve funds Add to reserve funds
of a percentage of each year to meet goals each year to meet
operating budget as a set in prior years goals set in prior
reserve fund years
Establish program to sell Sell vintage photographs Sell vintage
vintage photographs on line photographs on line
on line
Increase membership by Increase membership by Increase membership
5% 5% by 5%
Audit finances, inventory Audit finances, inventory Audit finances,
and collections annually, and collections annually, inventory and
as a part of an audit of as a part of an audit of collections annually,
accounting records accounting records as a part of an audit
of accounting records
Planning Worksheet Daft #3.0 10/29/08 page 2 of 7

Topic Goals Objectives, 2009 Objectives, 2010 Objectives, 2011 Objectives, 2012 Objectives, 2013
Finance, Cont'd Budgeting Plan budget with the results >>>> Annually >>>> Annually >>>> Annually >>>> Annually
of this plan, to determine
priorities

Plan 2010 budget for completion Plan 2011 budget for completion Plan 2012 budget for Plan 2013 budget for Plan 2014 budget for
by Feb 28 by January 31 completion by Dec 31 completion by Nov 30 completion by Nov 30
Planning Worksheet Daft #3.0 10/29/08 page 3 of 7

Topic Goals Objectives, 2009 Objectives, 2010 Objectives, 2011 Objectives, 2012 Objectives, 2013
Communication & Website Redesign Complete redesign of Website Link archival database to Maintain & improve Maintain & improve Maintain & improve
Public Relations website website. website. website.
Launch new website Provide sales capability on
website.
Sharing &
Celebrating Increase public Develop speakers bureau, with Seek out speaking Seek out speaking Seek out speaking Seek out speaking
awareness Prepared materials venues 2/per year venues 2/per year venues 3/per year venues 3/per year

Celebrate 10 yr anniversary

Outreach to Identify community relations Work with supportive Continue work with Continue work with Continue work with
businesses contacts in major businesses businesses for item donations supportive businesses supportive businesses supportive
and financial contributions businesses

Draft :road shows" for business Goal - deliver 2 presentations Goal - deliver 3 Goal - deliver 3 Goal - deliver 3
groups - Chamber, etc. presentations presentations presentations

Develop "curriculum" materials Goal - deliver 2 presentations Goal - deliver 3 Goal - deliver 3 Goal - deliver 3
For school, 4th thru 9th presentations presentations presentations

Newsletter Redesign Consider newsletter redesign Evaluate newsletter content Seek balanced content Seek balanced content Seek balanced
as part of 10 year anniversary for historical vs. entertainment content
value

Review benefit of organizational

reports, as an adjunct to
newsletter (i.e., in email)

Membership Review meetings plan for
meetings discussions of historical
committee work & findings
as well as local anecdotes
and characters
Review meeting content with an Seek balanced content Seek balanced content Seek balanced
eye toward a balance between content
"lectures"and story telling &
entertainment
Planning Worksheet Daft #3.0 10/29/08 page 4 of 7

Topic Goals Objectives, 2009 Objectives, 2010 Objectives, 2011 Objectives, 2012 Objectives, 2013
Governance Stabilize the Identify and elect a President to
Presidency replace the pro-tem president

Update the Society Name a Bylaws Committee Review Bylaws annually Review Bylaws annually Review Bylaws annually Review Bylaws
Bylaws annually
Draft a bylaws revision that
reflects the current
organization, establishes a
succession of officers, and
sets up a committee structure
to carry out the work of the
Society

Identify specific roles for

officers, directors, and
committees

Staff & Volunteers Recruit additional volunteers Hire a full time Exec Director Review all areas annually Review annually Review annually

Review Long Range Review the Long Review the Long Review the Long Review the Long Review the Long
Planning Range/Strategic plan annually Range/Strategic plan annually Range/Strategic plan Range/Strategic plan Range/Strategic plan
annually annually annually

Update Policies & Review all current, known
Procedures policies and procedures,
ensure each is documented in
detail, delete unnecessary
and duplicative policies, draft
new policies and procedures
where needed.
Bylaws committee assumes
responsibility for maintaining
the RHS policies and
procedures (P&P)
Publish a P&P manual
Receive P&P Receive P&P Receive P&P
recommendations from recommendations from recommendations from
standing committees standing committees standing committees

Review all Human Ensure that there is a complete Ensure that there is an up to Review all areas annually Review all areas Review all areas
Resources Policies job description for each staff date employee handbook or annually annually
and procedures position comprehensive set of policies
and procedures for
employment practices and
supervision
Planning Worksheet Daft #3.0 10/29/08 page 5 of 7

Topic Goals Objectives, 2009 Objectives, 2010 Objectives, 2011 Objectives, 2012 Objectives, 2013
Governance, Cont'd
Ensure that there is >>> Annually >>> Annually >>> Annually >>> Annually
employment practices
liability insurance in place, with
adequate limits
Planning Worksheet Daft #3.0
Topic Goals Objectives, 2009
Historical Collections Establish a Collections Man-
Collections Management agement Committee, under
Programs Committee a designated Board member
Searchable archive Procure Past/Perfect museum
Discovery software and begin transfer of
Recovery existing archival database.
Preservation
Expand digital Inventory exisiting hardcopy
Achive archives
Oral History (OH) Continue and expand OH
program. Complete 4 projects.
Procure a digital voice
recorder and transcriber.
Buildings & Sites Expand efforts to identify and
preserve sites of historical
significance. Build inventory
of potential sites.
Native American Develop a research agenda for >>> Continue Project
Heritage locally-significnt Native
American groups or individuals.
Collections & 1. Identify display needs, with
Display space and specifications for facilities and
fixtures, including fixtures.
museum space 2. Consider benefits
of a museum, to display
achived information, artifacts
and photos
Archive policies and Examine archive P&P, with
procedures (P&P) intention to identify what is
valued & what is of dubious
value
10/29/08
Objectives, 2010
Develop a collections man-
agement agenda for discovery,
recovery, preservation projects
Complete transfer of archival
database to Past/Perfect.
Convert additional hardcopy
archives to digital
Complete 4 OH projects.
Partner with the Redmond
Landmarks and Heritage
Comm. to identify & preserve
historically significant sites.
Complete two histories
Acquire additional display
space and fixtures
Report to the Board with a
recommendation on a museum
page 6 of 7
Objectives, 2011 Objectives, 2012 Objectives, 2013
Carry out the agenda Carry out the agenda Carry out the agenda
Update agenda
Update archive Update archive Update archive
>>> Continue Project >>> Continue Project >>> Complete Project
Complete 4 OH projects. Complete 4 OH projects. Complete 4 OH
projects.
>>> Continue Project >>> Continue Project >>> Continue Project
>>> Continue Project >>> Continue Project >>> Continue Project
Complete two histories Complete two histories Complete two histories
Fully utilize space Fully utilize space Fully utilize space
provided and update provided and update provided and update
needs needs needs
Per Board direction Operate museum Operate museum
implement plans for a per earlier deicisions per earlier deicisions
museum
Planning Worksheet Daft #3.0 10/29/08 page 7 of 7

Topic Goals Objectives, 2009 Objectives, 2010 Objectives, 2011 Objectives, 2012 Objectives, 2013

Publishing Books Identify all on going publishing Establish procedures for >>> Update annually >>> Update annually >>> Update annually
projects, and establish goals Board approval of proposed
and budgets publishing projects

Approach Costco about buying Redmond Reflections as a part of their grand opening, perhaps as a promotion

CD & DVD Media Establish goals for additional Complete projects, >>> Complete projects; >>> Complete projects; > Complete projects;
electronic media projects Update annually Update annually Update annually Update annually

Market current electronic media >>> Update annually >>> Update annually >>> Update annually >>> Update annually
titles

Topic Goals Objectives, 2009 Objectives, 2010 Objectives, 2011 Objectives, 2012 Objectives, 2013
Facilities Acquire additional Work with the City Parks Dept. >>> Complete Project
facilities -- storage to finalize deal on Juel House
display, offices and property
work areas
Urge the City as landlord to
(fire protected), with install fire sprinklers
sufficient,
appropriate fixtures As facilities are acquired obtain >>> Complete Project >>> Update annually >>> Update annually >>> Update annually
& equipment and utilize fixtures offered by
Honeywell and LeRoy Olson