1. Anatomy of a Built Heritage project
Hannah Southgate

2. You have an idea to rescue a historic site…
Consider it in phases:
Pre-development
Development
Delivery
Operational

3. The Trajectory of a Heritage Project:
Pre-Development
Is our great idea even feasible?
What’s it going to require?
How long will it take?
How are we going to pay for it?
Development
How are we actually going to do it?
Pay specialists to advise and work out the nitty gritty.
The plan takes shape
Delivery
We’re actually doing it!!
Spending lots of money
Planning for the future…
Operation
We did it!
Now we keep it going…
Testing ‘business as usual’

4. 1. Pre-development Phase:
Who owns the building and will they work with us?
What condition is the building in?
What are the designations?
What are you wanting to achieve?
What types of uses will fit in the building?
How much will it all cost and how long?
How will we run it?
Who and how will we engage people and funders?

5. 1. Pre-development Phase Key Documents:
Constitution
Outline of potential capital work
Fundraising plan (HLF R1?)
Outline CMP
Options appraisal
Cost analysis
Outline governance strategy
Any briefs for consultants required
Outline business plan – including timeline
Ideas for activities and engagement

6. 2. Development Phase: Designing the refurbishment scheme
Commitments to use the space
Agreeing the lease/sale/asset transfer
Completing the funding package
Final governance strategy
Project execution plan
Agreeing the building’s operation
Capacity building – meanwhile uses
Community consultation and input
Developing communications

7. 2. Development Phase Key Documents:
Design specifications
Letters of Commitment from Building Users and funders
Lease/sale/asset transfer documents
Governance Strategy
Business Plan – including costs, timetable, risks, PM structure
Activity Plan
Interpretation Plan
M&M plan
Briefs / JDs
CMP
Communications Strategy

8. 3. Delivery Phase: Completing the physical work on the building
Including the community in the work through activities
Ongoing Business Plan review
Concluding the ownership/lease agreements
Employ new staff
Operational training for staff
Funding drawdowns
Letting everyone know what’s happening – engagement!

9. 3. Delivery Phase Key Documents:
Capital works tender report
Reports to funders
Business Plan review
Signed lease agreements
Staff contracts
Evaluation reports
Website updates/blogs/mailshots

10. 4. Operational Phase:
Running the building as outlined in the business plan
Monitoring performance against projections
Reports for funders
Ongoing evaluation
Planning new engagement activities
Continuing communications
Planning the next phase?!

11. How long will it all take? Approximately . . .
Pre-development: 8-24 months
Development: months
Delivery: months
Operational: forever, hopefully!

12. Good luck!