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Ohio Historical Society Strategic Planning and Needs Assessment Programs

Looking for help in guiding your organization through the process of focusing your efforts or planning for the future? The Ohio Historical Society’s Strategic Planning and Needs Assessment programs can help you sharpen your vision and prepare for the future. For details on availability, fees, and scheduling, call the Local History Office toll free at 1-800-858-6878.

Strategic Planning Program

  • Planning begins with identifying strategic issues, such as the need for a capital campaign, hiring staff, dealing with collection issues, and board relations.
  • Using SWOT methods (identifying strengths, weaknesses, opportunities, and threats), this program helps a historical organization identify strategic issues, which become the core of a planning document.
  • Over a six month time period, OHS staff serves as a facilitator to help you identify your strategic issues and define objectives to deal with them.
  • The program will result in a structured report from which you can lay out a clear plan to help your organization chart a future.

Needs Assessment Program

  • The Needs Assessment Program brings a historical agency consultant to your historical society or history museum to spend a day evaluating the organization's strengths and weaknesses.
  • The Needs Assessment Program is an inexpensive way to help a historical organization focus on a few areas that may need attention.
  • The Needs Assessment Program consultant visits with your board of trustees to discuss administration, financial, collection, and educational needs.
  • The Needs Assessment Program provides your organization with a written document that states strengths and weaknesses, a document that your board and volunteers can refer back to and use as they plan for the future.


Thank you for your interest in The Ohio Historical Society!

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