Handouts - Assessors Presentation July 2013 Agenda Museum Mentors workshop 1. Welcome & introduction An Assessors View 2. The Accreditation Scheme – process summary Monday 9 July 2013 3. The role of the Assessor Sarah Menary 4. Verification visits Accreditation Assessor 5. Recommendations 6. Moderation 7. The Accreditation panel – decisions 8. Post-panel activity 9. Accreditation pitfalls- sections 1, 2 and 3 10.General tips 11.Any questions? 1 Welcome & introduction 2 Summary of the assessment process PP5 PP6 Intention to Support Accreditation • team of four assessors in England Apply available Committee (Policy & QA) Significant Change • background and experience Eligibility Process Support PP1 available Accreditation Secretariat Eligibility Assessment Decline Information submitted Accreditation Ineligible Eligible Panel (Awards) PP4 Award Application submitted Support Mentor (if Assessment Secretariat available applicable) Moderation Return Submitted Current Return Key section Participant request PP2 PP3 3 The role of the assessor 4 Verification visits • • part of the museum development team from Arts Council all new and significant change applications are visited • we work collaboratively • 10-20% of museums providing returns are visited • • assess applications and returns against the National museums receive a minimum of two weeks notice for a Standard using scalability visit on a mutually convenient date • • complete an assessment workbook mentors are welcome to attend • • normal tranche caseload of 35 the checklist is shared so museums know what they will • be asked undertake a initial completeness check, then contact the • four elements – management review, collections audit, museum • site tour, discussion with colleagues gather supporting evidence together and undertake a • complete assessment feedback and next steps made clear 1
Handouts - Assessors Presentation July 2013 5 Recommendation 6 Moderation • • complete the assessment workbook assessment workbook, recommendation and any actions • are sent to the moderator come to an assessment recommendation with any appropriate actions • • possible recommendations are this is a quality assurance and consistency review • full • provisional (up to 12 months) • the moderator may request additional information from • removal the assessor, which might • actions may include mean the assessor • areas for improvement • required actions contacts the museum • recommendation will be shared with the museums and their support infrastructure so the potential outcome is known 7 The Accreditation panel - decisions 8 Post-panel activity • awards of Accreditation are made by Accreditation • museums are contacted informally and confidentially panels • panel minutes are approved by chair • assessors do not make awards • no formal award notifications are made until the official • details of panel members are published on the Arts statistics are published on Arts Council’s website Council website • this takes up to three weeks • assessors become advocates at panel presenting • after this a formal award letter is sent, and museums recommendations and respond to any queries from achieving full Accreditation receive their certificate panel members • • the decision letter will provide context to the award, this the Accreditation panel considers the recommendation and comes to a decision will be copied to relevant support officers 9 Assessment pitfalls 9 Two key assessment pitfalls • reviews of policies and plans • missing or partial approvals – signed/ratified 2
Handouts - Assessors Presentation July 2013 9 Assessment pitfalls – section one 9 Assessment pitfalls – section two • • 1.1 Mission statement not matching charitable purposes 2.2 Collections development policy • 1.4 Forward planning • there are changes, such as themes and priorities for rationalisation and disposal • consultation – linked to 3.1 • positive or negative statement – ‘we will collect…’, ‘we won’t collect…’ • action & resource planning for the current & subsequent planning period • b eware the ‘cut and paste’! We don’t need to see the guidance on how • indicative budget/financial resources for current and future years to complete on a museums own policy • meeting the 2011 Standard • Human remains/repatriation • 1.6 Accounts – details and relevant years • 2.3 and 2.4 Documentation policy/ • 1.7 Workforce – chart and agreements Care and conservation policy approved • 1.8 Museum Mentor agreements • 2.5 Documentation backlogs • 2.8 Security – access to advice, include all elements 9 Assessment pitfalls – section three 10 General tips • • 3.1 Good quality services and development be creative with attachments, for example, think about • attaching a cover letter to the application link to 1.4 consultation, operating environment, reviews • 3.1.5 Access assessments • mentors can speak to the assessor directly – if there are successes or specific issues let us know • 3.2 VAQAS reports as well as certificates Thank you Any questions? accreditation@artscouncil.org.uk www.artscouncil.org.uk 3
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