Museum Organisational Health Check

Organisational Healthcheck Self-Assessment Toolkit

*The timeline for the self-assessment period has been affected by Covid-19. If you have successfully applied to take part in the 2020-21 cohort then we will be in touch*

The Museum Organisational Health Check (previously known as the ‘Museum MOT’) is a tool to help you track and assess the health of your organisation.

The aim is to help museums benchmark activity and identify what they are doing well, and areas that need improvement.

Through the Museum Development Network (MDN), teams from across England have worked together to create the Organisational Health Check Toolkit, which is now being tested in each region.


Museum Organisational Health Check 2020-21

In 2018, we piloted the ‘Museum MOT’ toolkit with 10 museums in the South East with really positive feedback from both museums and Museum Development Officers.

In 2020-21, we would like at least 20 museums in the South East to take part in the next round of the project.

Some museums have already been in contact with us to express interest in taking part this year, but we still have some places to fill.  If your museum is accredited or formally Working Towards Accreditation, please contact your Museum Development Officer to log your interest.

How it works

At its heart, the Museum MOT (now known as the Museum Organisational Health Check) is a self-assessment tool.

Participating museums will be sent an online questionnaire to complete with a small cohort from your museum.   We recommend this team comprises of 3 people – one senior manager or Trustee; one Front of House team member (staff or volunteer) and one other museum team member (e.g. curator, education officer, retail manager, etc).

Once the questionnaire is completed, one of our Museum Development Officers (MDO) will review it and write an Advisory Report signposting to helpful resources and development opportunities. Your museum cohort is then encouraged to create an Action Plan.

Museums who complete the Health Check will be eligible to apply for a £1000 grant from us to help deliver one item on their Action Plan in 2020-21.

One year on, we will catch up with participating museums in a follow up visit/interview so see what progress has been made.

Who can take part?

The Museum Organisational Health Check is open to:

  • Museums in the South East (Sussex, Surrey, Kent, Oxfordshire, Buckinghamshire, Berkshire, Hampshire, Isle of Wight)
  • Museums must be Accredited or Working Towards Accreditation
  • Museums who are non-NPO and non-National
  • Non-Accredited museums can take part in the process, but won’t be eligible to apply for the £1000 grant.

The Museum Organisational Health Check is particularly useful for museums that:

  • are undergoing significant change
  • have outstanding Accreditation Areas for Improvement
  • require support to develop their Forward Plans

How to apply

Applications for 2020-21 are currently suspended.

What happens next?

  • We will contact the 20 participating museums and send them a link to an online survey in July 2020, along with a Word version of the questions to enable effective collaborative work.
  • You can request a virtual facilitated meeting with your Museum Development Officer (MDO) to complete the survey.
  • Once the survey has been submitted, your MDO will complete an Advisory Report signposting to relevant support material.
  • If you choose to create an Action Plan based on the Advisory Report, you have the option to apply for a £1000 grant from us to help action one or more elements of the plan in 2020-21. Grant Applications must be received by 1 December 2020.
  • Your MDO will contact you one year on to review your progress.

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