Getting from here to there: Setting goals and interim milestones

Here’s a simple spreadsheet to help you calculate the milestones between your Current State and Goal State numbers.

 

Version Control: Managing document revisions

Here’s a filenaming system that I’ve developed to manage “version control” of electronic files during a project.

 

Building an Endowment

Here’s a handy Endowment Growth Plan spreadsheet to help you get started.

 

Building Systems Replacement/Maintenance Plan

Whether your facility is brand new, in the process of being renovated, or desperately in need of repair, you need a Building Reserves Fund and a Building Systems Replacement/Maintenance Plan.

 

Your New NPO: The First Year!

Congratulations! You just established a new, volunteer-led non-profit organization dedicated to the preservation of one or more historic resources. So now that you’ve officially done all of your state paperwork and sent in your application for tax-exempt status to the IRS, what’s next?

 

You’ve done a SWOT Analysis: Now What?

So you’ve done a SWOT analysis, and now you have a long list of Strengths, Weaknesses, Opportunities, and Threats. Here’s how to integrate that information into your strategic plan.

 

After you get the grant: Prepare for the final report

You just got a grant, and the last thing on your mind is the final grant report that will be due a year from now. But that’s exactly what you should be thinking about.

 

Grants, Reimbursements, and Matching Funds

A brief explanation of the (sometimes confusing) difference between challenge grants, matching grants, and reimbursement grants.

 

Endowments

Does your organization need an endowment? You bet. And there’s no time like the present to start saving.

 

What could you accomplish in 16 months?

McDoux Preservation has more than 350 friends on Facebook today. Imagine how much we could collectively accomplish if each of us set and achieved just one historic preservation-related goal between now and December 31, 2011.

 

McDoux Preservation

McDoux Preservation specializes in tools, training, and technology to help preservation professionals and enthusiasts become more effective at saving historic resources.

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https://www.facebook.com/McDouxPreservation

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