Foundational Planning Program Application

Foundational Planning Program Application
The application form is divided into a narrative and a general information section. Responses to the questions in the narrative section can be provided either within the form or on a separate sheet; you will have the opportunity to upload separate documents at the end of this form. In the general information section, check off all applicable answers to each question. If a question is not relevant to your organization, please leave blank.

CCAHA is available to assist you in completing the application form. Please contact the Preservation Services Office for assistance or additional information, (215)-545-0613 or pso@ccaha.org.

This program is funded by the National Endowment for the Humanities.

Section I - Program Description
This program is open to institutions with humanities collections that are available to the public on a regularly scheduled basis located anywhere in the United States. Through funding from the NEH, CCAHA is able to offer a limited number of assessments at no cost.

The goal of Foundational Planning is to provide an organization with a framework for institutional advancement with an emphasis on strengthening the organizational components necessary for optimal levels of collections stewardship.

Organizations will work with a CCAHA faciliator to virtually complete a collaborative SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis that will form the foundation of the customizable plan. This first step will lays the groundwork for creating a customized set of goals in the areas of preservation, collections management, resource development, and access and outreach. A second virtual session will allow key participants the opportunity to talk through priorities and timelines for accomplishing these goals in the next six months to two years. This plan will be used to build a report that describes current capacities and provides resources to accomplish identified goals. CCAHA staff will follow up with the organization at the six-month mark to discuss the implementation of the plan and make modifications as needed.

Section II - Application Narrative
Briefly describe the mission and history of your organization.
Briefly describe the types of materials in your collections.
Why is your organization interested in pursuing a Foundational Planning Assessment at this time?
Are your collections open to the public? If not, what plans are there in place to make them publicly accessible in the future?

Section III - General

A. Staffing and Collection Use
Total Number of Staff
Please attach a list of staff including titles at the end of this application.
Full Time Staff
Part Time Staff
Total Number of Volunteers
Volunteer Hours Per Week
Who is responsible for the preservation of the collections?
Please attach staff member's job description at the end of this application.
Is your institution open to the public?

YesNo
If yes, what are your hours?
Number of researchers per year:
Who are the primary users of the collection?

Supplementary Documents
Please upload copies of the following:
- proof of tax-exempt status
- most recent annual financial statement
- list of board members
- resumes and position descriptions for staff who will participate in the program
- written policy statements
- any relevant background information
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This application was completed by:*

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Executive Director Signature:*

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Chair of the Board signature*

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Note: If the Chair of the Board is not the appropriate title designation, please have the highest-ranking official at your organization sign in this location.
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Section I - Program Description