Project Planning Checklist: for Heritage Organisations

A checklist for heritage organisations when planning arts and heritage projects.

About Project Planning Checklist: for Heritage Organisations

  • Set aside enough time to develop the project, including research
  • Be aware of language / terminology differences between the sectors
  • Develop the artist’s brief together with art organisation / curator you may be working with
  • Identify conservation issues at an early stage; these need to be included in the artists’ brief
  • Identify representatives from your organisation that should become part of a steering group
  • Consider working with a professional arts organisation or curator
  • Identify the person within your organisation who will lead on the project
  • Identify locations on site to prioritise and include these in the artists’ brief
  • Identify clear objectives for the project and what the organisation needs to achieve
  • Develop the rationale for a business case – meet and discuss this with arts partner
  • Organise some ‘go and see’ projects as part of the research phase or look at case studies
  • Keep site staff and volunteers informed of the project
  • Ask the curator / arts organisation to brief volunteers / site staff at an early stage
  • Be aware that the lead person will need to set aside time for management of the project
  • Set aside budget for the proposal stage
  • Decide whether you need to contract a project manager
  • Discuss with curator / arts organisation the best way to find artist for your project
  • Set aside funds for marketing
  • Don’t forget that press and profile coverage is important
  • Document the project – you will need good images for further fundraising
  • Consider engagement / dedicated talks / special curator / artist evenings.

Related Templates & Guides

View all


Staff & Volunteers

It is important to take time to explain the rationale of your project, and to introduce staff and volunteers to the artists.



Strategy & Planning

Allow plenty of time to establish strategy and planning, before going ahead with a project.



Project Planning Checklist: Roles & Responsibilities

A checklist for planning project roles and responsibilities, such as responsibilities for a curator, project manager, and technician.


Log in

Sign up

Sign up to access the Knowledge Base.

Sign up to Resource Hub