Mississippi Mills Festivals and Events Functional Review Final Report – July 22, 2014 Prepared by Sagum Corporation for the Mississippi Mills Festivals Consortium TABLE OF CONTENTS Table of Contents.............................................................................................................................................2 Executive Summary ........................................................................................................................................ 4 Section I: Introduction ...................................................................................................................................7 Methodology ................................................................................................................................................7 Section II: Findings and Issues .....................................................................................................................9 Diversity ..........................................................................................................................................................9 Volunteers .....................................................................................................................................................9 Longevity / Sustainability ......................................................................................................................... 10 Governance ..................................................................................................................................................11 Finances ....................................................................................................................................................... 12 Marketing and Promotions ..................................................................................................................... 12 Resources..................................................................................................................................................... 13 Organizational Capacity .......................................................................................................................... 14 Organizational Management Processes ............................................................................................. 14 Training ........................................................................................................................................................ 15 Section III: Successes and Collaboration ................................................................................................. 16 Successes ..................................................................................................................................................... 16 Collaboration .............................................................................................................................................. 16 Section IV: Recommendations .................................................................................................................. 17 #1: Confirm and Communicate MMFC Structure and Governance ............................................ 17 #2: Create an Online MMFC Information and Resource Hub ...................................................... 18 #3: Host a Festivals and Events Summit............................................................................................. 18 #4: Build the Volunteer Base ................................................................................................................. 19 #5: Develop an Inventory of Best Practices ..................................................................................... 20 #6: Develop Guidelines and Templates ............................................................................................ 20 #7: Develop a Resource Inventory ..................................................................................................... 20 #8: Provide On-going Learning Opportunities ................................................................................ 21 #9: Undertake Joint Marketing and Promotions ............................................................................... 21 #10: Encourage Financial Sustainability and Pooling of Financial Resources .......................... 22 #11: Build Connections with Business, Tourism and Educational Organizations .................... 22 2 #12: Understand and Innovate ............................................................................................................ 23 Supplementary Recommendation: Review the Town of Mississippi Mills’ Relationship to Local Festivals and Events ...................................................................................................................... 24 SECTION V: Conclusion ............................................................................................................................... 25 Appendix A: Resource Wish List .............................................................................................................. 26 Appendix B: Best Practices ........................................................................................................................ 27 3 EXECUTIVE SUMMARY Under the banner of the Mississippi Mills Festival Consortium (MMFC) a group of eight local festival and event organizations (Almonte Fair, Celtfest, Fibrefest, Mississippi Mills Bicycle Month, North Lanark Highland Games, Seniors Expo, Pakenham Fair and Puppets Up! International) came together with support from the Town of Mississippi Mills, to seek funds from the Ontario Cultural Development Fund. With these funds the MMFC aims to strengthen the festivals and events community of practice within Mississippi Mills, particularly through collaborative approaches and the application of new media. The objectives of the MMFC mirror the Cultural Development Fund priorities. These objectives, in order of importance for the MMFC are: #1: Make Strategic Use of New Media & Social Media #2: Create Effective Collaborations & Partnerships #3: Improve Planning, Financial & Digital Capabilities #4: Develop Stronger Boards and Advisory Groups A functional review of festival and event operations in Mississippi Mills was the first phase of the MMFC Cultural Development Fund project. The scope of the functional review was to undertake research and produce an overview report on Mississippi Mills festivals and event boards and committees including: mandates; functional abilities and processes; planning, financial and digital capabilities; existing collaborations and partnerships; and the use of new media and social media. The findings out of this research are outlined in this report along with associated recommendations which focus on: where and how individual festivals can achieve cost-efficiencies and operate more effectively, working in partnership with other members of the Consortium; areas of required training for boards and committees; and specific strengths individual committees could share across the Consortium. The functional review was based on in-person consultations with 15 local festival and event organizations and an online survey of an additional 14 organizations. These 29 organizations represent the wide diversity of festivals and events in the community ranging from multimember, long-standing and formally structured non-profit organizations to recently established for-profit, single member event organizations. Key findings emerging from the consultations identified that the majority of local festivals and events are run by non-profit, volunteer based organizations. In fact, by far, the most commonly identified challenge facing festivals and events organization relates to volunteers (e.g., lack of volunteers, volunteer burnout, volunteer recruitment and retention). Effective 4 communications, teamwork, networking, event management, and marketing, are the most commonly identified organizational strengths. Many organizations indicated that they specifically seek out individuals with these skills to be members of their organizations. Overall, there exists a generally sound governance approaches within the local festival and event community of practice. On the whole, however, local festivals and events tend to be relatively weak with respect to organizational capacity in terms of strategies and processes such as strategic plans, risk assessment and mitigation, evaluation and impact assessments. Reinforcing the observed need for strengthened organizational capacity across festivals and events and concerns regarding volunteers the most commonly identified areas of required training include: risk management, promotions/marketing/advertising, social media, volunteer recruitment/management, succession planning, measuring impact, liability issues, sponsorship and event planning. Interestingly, although organizations tended to identify marketing and promotions as a strength, there is still a great interest in additional training in this area. Further, the interest in social media training reflects a recognition by organizations that communications modes are changing and in order to stay “in the game” they must take advantage of new media. Twelve recommendations plus one supplementary recommendation somewhat beyond the scope of the functional review emerged from the consultations and online survey input. These recommendations provide concrete actions that can be taken by the MMFC and individual festival and event organizations to advance the planning, management, delivery and improve the quality of local festivals and events. Recommendations include: #1: Confirm and Communicate MMFC Structure and Governance #2: Create an Online MMFC Information and Resource Hub #3: Host a Festivals and Events Summit #4: Build the Volunteer Base #5: Develop an Inventory of Best Practices #6: Develop Guidelines and Templates #7: Develop a Resources Inventory #8: Provide On-going Learning Opportunities #9: Undertake Joint Marketing and Promotions #10: Encourage Financial Sustainability and Pooling of Financial Resources #11: Build Connections with Business, Tourism and Educational Organizations #12: Understand and Innovate Supplementary Recommendation: Review the Town of Mississippi Mills’ Relationship to Festivals and Events 5 The large number, the great variety and the longevity of local festivals and events demonstrate their significance in the cultural fabric of Mississippi Mills. However, local festival and event organizations face volunteer challenges; tend to have effective governance structures but weak capacity related to organizational strategies and processes; and function within a community of practice where organizations generally work quite autonomously. The establishment of the MMFC is a great stride forward in developing a stronger and more resilient festivals and events community that works in parallel with the efforts of the Town of Mississippi Mills. Implementing the concrete opportunities and actions identified in the recommendations of this report will further strengthen the ability of organizations to continue to deliver dynamic and innovative festivals and events. 6 SECTION I: INTRODUCTION Under the banner of the Mississippi Mills Festival Consortium (MMFC) a group of eight local festival and event organizations (Almonte Fair, Celtfest, Fibrefest, Mississippi Mills Bicycle Month, North Lanark Highland Games, Seniors Expo, Pakenham Fair and Puppets Up! International) came together with support from the Town of Mississippi Mills, to seek funds from the Ontario Cultural Development Fund. With these funds the MMFC aims to strengthen the festivals and events community of practice within Mississippi Mills, particularly through collaborative approaches and the application of new media. The objectives of the MMFC mirror the Cultural Development Fund priorities. These objectives, in order of importance for the MMFC are: #1: Make Strategic Use of New Media & Social Media #2: Create Effective Collaborations & Partnerships #3: Improve Planning, Financial & Digital Capabilities #4: Develop Stronger Boards and Advisory Groups A functional review of festival and event operations in Mississippi Mills was the first phase of the MMFC Cultural Development Fund project. The scope of the functional review was to undertake research and produce an overview report on Mississippi Mills festivals and event boards and committees including: mandates; functional abilities and processes; planning, financial and digital capabilities; existing collaborations and partnerships; and the use of new media and social media. The findings out of this research are outlined in this report along with associated recommendations which focus on: where and how individual festivals can achieve cost-efficiencies and operate more effectively, working in partnership with other members of the Consortium; areas of required training for boards and committees; and specific strengths individual committees could share across the Consortium. Methodology Based on an initial meeting with the Mississippi Mills Festival Consortium a list of festival and event organizations was compiled for inclusion in the functional review. In a few cases, additional festival and event groups were added to the list upon suggestion by consultation participants. The final list of 29 organizations includes all major local festivals and events along with some smaller events and concert series. In addition, an in-person discussion with the head of the Almonte Chamber of Commerce was undertaken to discuss the relationship between festivals and events and local business. 7 The following points should be noted regarding the list of organizations included in the functional review. First, the Almonte Civitan was not consulted as no associated festival or event was identified. However, as it is an organization that manages a venue for many local events and it collaborates a great deal within the community, it may be worthwhile for the MMFC to engage with the Almonte Civitan in the future. Second, a few sport/physical activity related events were included in the functional review; one because it is seen as a “street festival”, another due to its unique advocacy role in working to shifting the health and transportation culture of the community, and a third due to the longevity of its existence. In confirming its mandate the Consortium will need to determine if, and how, other sport/physical activity events fit with the Consortium. At the time of the functional review there was no fulsome discussion or consensus on this matter. Finally, as the MMFC advances, other events or festivals that have not been included in this review may be identified that might be interested in participating in the collaborative work of the MMFC. It is recommended that these organizations be provided with information on the mandate and initiatives of the MMFC. In-person consultations were conducted from May 15 to June 2 and the online survey was open for response from May 23 to June 4. All groups contacted for inperson consultations or the online survey provided input. Initial consultation findings were presented to the core MMFC group and other functional review participants on June 5. Draft recommendations were presented to the core MMFC group on June 11. Discussion at these sessions was also considered in developing recommendations. Also, to further inform the functional review and aid in developing recommendations, a brief literature review and online research was undertaken on innovative approaches, best practices and examples of collaboration, and festival and event management and governance. 8 Functional Review Consultation List In-Person Consultations (15) Almonte Fair Canada Day Events Celtfest Fibrefest Handmade Harvest Craft Shows/Food & Drink Light Up the Night Mississippi Mills Bicycle Month North Lanark Highland Games On Stage For Kids Pakenham Home Show Pakenham Fair Pakenham Frost Festival Puppets Up! International Santa Claus Parades Seniors Expo Mississippi Mills Chamber of Commerce Online Survey (14) Almonte in Concert Almonte Tea Dances Art in Attic Busfusion Canadian Cancer Society Relay For Life Christmas in the Valley Artisan Show Crown and Pumpkin Tour Folkus Kintail Country Christmas Maple Run Studio Tour Naismith 3 On 3 Basketball Tournament Pakenham Country Christmas Terry Fox Run Young Awards Foundation Gala SECTION II: FINDINGS AND ISSUES The following highlights findings and observations from the in-person consultations and responses to the online survey. Diversity Overall there is a significant diversity of experiences offered, as well as in the type, structure and ownership of local festivals and events. The vast majority of festivals and events (24 out of 29) are managed by not-for-profit organizations. . Of the remaining 5 festivals and events, 2 identified as for-profit events, while 3 did not identify either way. Five of the non-profit events are fundraising events and an additional 5 are the responsibility of the Town of Mississippi Mills. Festivals and events vary widely in attendance and format ranging from reoccurring dance series of a few hours in duration with 30 attendees, to two and a half day events with up to 10,000 people in attendance, and yet again to a full month of themed small group events and advocacy activities. Activities and experiences offered by the various festivals and events are wide ranging and touch on many different interests for all ages and genders including: folk, Celtic and big band music, agriculture and country living, puppetry, Celtic heritage, athletic competitions, cycling, arts and craft shows and studio tours, food and drink shows, dances, camping, textiles, national, seasonal and community celebrations, home improvement and summer and winter outdoor activities. There was little mention of any sense of competition between events due to similarity of events with the exception of those events in the arts and craft shows and tours. A sense of competition may be more pronounced in this context as the aim of these events is to drawn consumers to spend money. Volunteers Volunteers make up a significant element of the core organizing groups of 79% of festivals and events. Of this 79%, 55% (16 of 29) have core organizing groups that consist entirely of volunteers while another 24% (7 of 29) are primarily made up of volunteers with some paid staff. Of the remaining 21% of festivals and events, 10% (3 of 29) of core organizing groups have all paid staff and another 10% (3 of 29) are primarily paid staff with some volunteer contribution. The additional volunteer base (meaning volunteers in addition to those who are part of core organizing groups) for organizations that use or aim to use volunteers varies significantly from 250 people to none. Only about one quarter of festivals and events (8 of 29) do not use additional volunteers. Broadly speaking, the size of the volunteer base is driven by the size and/or complexity of the festival or event. For example, Puppets Up! International festival has 250 volunteers 9 for 10,000 attendees over 2 and a half days while the Seniors Expo has 25 volunteers for a one day event with 600 attendees. Word of mouth is the most common method of volunteer recruitment. Only about 21% of organizations (6 of 29) provide some sort of volunteer orientation, mentoring, or training. The majority, at 69% (20 of 29), indicated there is no formal volunteer training or they use a “learn on the job” approach. 10% of organizations (3 of 29) indicated the issue of volunteer training is not applicable because they do not use volunteers. Concern related to volunteers (i.e., lack of volunteers, volunteer burnout and difficulties recruiting and retaining volunteers) is the challenge most commonly identified by organizations. Bringing this point home, one organization has decided to fold their operations at this year due to an on-going lack of volunteers. As well, a second organization indicated they may be in the same situation soon if they cannot find new volunteer board members. The lack of volunteers and difficulties recruiting and retaining volunteers is perceived, at least in part, to be due to the small size of the local community with a limited pool of volunteers. There was some indication of reluctance to share volunteers across festivals and events due to a fear of losing them to other festivals and events and increasing volunteer burnout. It was also frequently stated that it is often the same people doing the volunteer work throughout the community. The matter of succession planning, particularly for volunteer-based organizations, is seen as significant. However, it was also mentioned in the context of some events that involve paid staff and the need for these events to build volunteer organizations that can be sustained without the involvement of paid staff. Several organizations also noted instances where long-standing members are looking to “pass the torch” but that few new people are interested in taking on leadership roles. In general, formal succession planning or discussions are not being undertaken by organizations although many see this as something they should be doing. Longevity / Sustainability On average, local festivals and events have been running for 26 years. Even when the two exceptionally long running fairs are removed from the equation the average length of time in existence for a local festival or event is still a significant period of 18 years. This longevity demonstrates general long standing support for such activities by the local community. 10 Figure 1 – Length of Time Running (in Years) of Local Festivals and Events # of Years Running Almonte Fair (156) Pakenham Fair (100+) Pakenham Frost Festival (40) Canada Day Events (40) Almonte in Concert (34) North Lanark Highland Games (31) Terry Fox Run (30) Pakenham Home Show (30) On Stage For Kids (28) Christmas in the Valley Show (27) Art in the Attic (25) Naismith 3 On 3 Basketball (23) Light Up the Night (23) Christmas Parades (23) Fibrefest (19) Crown and Pumpkin Tour (18) Almonte Celtfest (18) BusFusion (14) Folkus (13) Maple Run Studio (12) Puppets Up! International (10) Almonte Tea Dances (9) Kintail Country Christmas (7) Young Awards Foundation Gala (6) Mississippi Mills Bicycle Month (6) Seniors Expo (4) Handmade Harvest Shows (4) CCS Relay For Life (3) Pakenham Country Christmas (2) Years 0 20 40 60 80 100 120 140 160 Governance The most common governance structure for festival and event organizations is a “semistructured group with a clear leadership role”. Just under half (45%) of the organizations (13 of 29) indicated this as their governance structure. There is significant diversity in governance structures of the other half of organizations. Eight groups (26%) indicated their organization is incorporated with a formal executive structure. Six of these groups also indicated they have permanent committee structures. A further three organizations (10%) identified having a formal executive but are not incorporated. Of the remaining five organizations (17%), four identified as informal groups sharing tasks and roles, and one identified as a sole proprietor. The size of core organizing groups ranges from 1 person to 21 people, with the average core organizing group having nine members. About half the organizations (14 of 29) hold regular monthly meetings and several of these organizations meet even more frequently as their event nears. This tends to be the 11 case for the larger and longer festivals and events suggesting that more complex events require a greater commitment of time and effort by those involved. Most of the remaining half of organizations meet a few times a year or simply meet when required (10 of 29). In three cases, there are no formalized meetings as the work is completed as part of the daily working environment. In two instances, meetings are not applicable as only one person is involved in the planning and coordination. Eighty-five percent of organizations document their decision making, with 50% keeping formal meeting agendas and minutes and 35% keeping notes on key decisions. Only 15% of organizations keep track of decisions by memory. Interestingly, it is often the case that organizations with paid employees have the least formal planning, organizing and operating documentation indicating the work is simply part of the job. Finances Ten festival and event organizations receive partial or full funding from a “parent” organization. These parent organizations include municipal, national non-profit, local non-profit and regional organizations. However, most organizations have multiple funding sources including: ticket/admission fees and/or vendors fees (18 of 29); sponsorship (15 of 29); grants (9 of 29); donations (9 of 29); and fundraising (5 of 29). Two organizations indicated that a portion of any profits they make from their festival or event is “given back” to the community in the form of a donation or contribution to another community event or organization. Over half (15 of 29) of local festivals and events are free or include some free activities. This demonstrates the importance, within the festival and event community of practice, of providing experiences anyone can enjoy, with no financial barriers. Funding was not a significant focus of this functional review beyond gaining a general understanding of typical funding sources. However, it did emerge that on-going funding versus yearly funding was greatly desired by organizations as this would facilitate longer term planning and increase organizational stability. It was suggested by several groups that transparency could be increased with respect to funding relationships with the municipality. Finally, the importance of contingency funds also emerged with respect to the ability of organizations to manage unexpected shortfalls, expenses or emergency situations (e.g., bad weather, fewer sponsors). At least one organization has over time build a “rainy day” fund through investments and that is kept as a reserve in case of annual shortfalls. Marketing and Promotions Most festivals and events target participants from Mississippi Mills and the Ottawa Valley. By far, the most common target markets for local festivals and events are Mississippi Mills residents and people living in the Ottawa Valley/National Capital Region. However, several local festivals and events primarily target only residents of Mississippi Mills, while 12 at the other end of the spectrum, a few target much broader markets by reaching out to Eastern Ontario and Western Quebec, and even national or international audiences. Figure 2 - Festivals and Events by Target Market Area Ottawa Valley / National Capital Region (18) Mississippi Mills (5) Canada Day Events Santa Claus Parades Terry Fox Run Seniors Expo Young Awards Foundation Gala Eastern Ontario / Western Quebec (4) Almonte Celtfest Crown and Pumpkin Studio Tour Fibrefest Puppets Up! International National / International (2) Almonte Fair Almonte in Concert Almonte Tea Dances Art in the Attic Canadian Cancer Society Relay for Life Christmas in the Valley Artisan Show Folkus Handmade Harvest Kintail Country Christmas Light Up The Night Maple Run Studio Tour Mississippi Mills Bicycle Month Naismith 3 On 3 Basketball Tournament On Stage For Kids* Pakenham Country Christmas Pakenham Fair Pakenham Frost Festival Pakenham Home Show BusFusion North Lanark Highland Games Almost all organizations used a combination of the following methods for marketing and promotions: word of mouth, newspaper/print ads, posters, flyers and Facebook. Radio, television (free interviews), the festival/event website, other websites and Twitter were used by about 66% of organizations. Less than 20% of organizations used bulk mail, schools, and other events. Resources Signage is the most commonly owned material asset however, several organizations own other items often unique to their festival or event (e.g., kilts, basketball nets, teacups). The matter of available space emerged with respect to three contexts: storage space, office space and venues (both indoor and outdoor). A lack of storage space for material resources and office space for festival and event administration was raised by several organizations. 13 With respect to venues, several organizations voiced concerns with the cost and condition of municipal and other venues. Venues are often seen as significant limiting factors for festivals and event success due to expense or location challenges. Limited parking in and around venues in the downtown core was another identified limiting factor. Barrier-free access to venues for individuals with limited mobility was also noted as a concern. A variety of desired resource improvements or acquisitions were identified, some of which are venue related and others being material resources, that would facilitate the delivery of festivals and events. As well, some of these items are specific to particular festivals or events while others could benefit multiple festivals or events. This “Resource Wish List” is included in Appendix A. Organizational Capacity Effective communications, teamwork, networking, event management, and marketing are were frequently identified as organizational strengths. Regarding whether organizations document the planning, coordination and delivery of their festivals and events, 31% have no documentation regarding roles, tasks and processes, simply keeping this information in people’s memories. Interestingly, this often includes the festivals and events run by paid staff where the event is a routine part of the job or with organizations that have longstanding volunteers who have been involved enough times that the processes and procedures are “second-nature”. However, 41% of organizations do document the key steps in planning, coordination and delivery documented and another 28% have more fulsome and regularly updated documentation on roles and responsibilities, critical paths, and processes. Volunteer organizations may see documentation as a way to maintain consistency and “organizational memory” in the face of volunteer turnover. Many organizations spoke of the desire to have dedicated or paid staff to manage administrative matters and marketing and promotions. However, most are not in a financial position to do so. A few organizations do have one or two paid positions and one organization has been able to hire temporary help through a federal job creation program accessible for member organizations of Festivals Ottawa. Organizational Management Processes With the exception of an evaluation process of some type, most festival and event organizations generally do not have established strategies or other organizational management processes. This is likely due to limited time, limited experience or knowledge of these organizational process, or little organizational consideration of the importance of these aspects of festival or event management. Sixty-two percent of organizations (18 of 29) have a review, lessons learned or evaluation process in place. This typically takes the form of post-festival or post-event discussion on what worked or didn’t work. These discussions are also typically documented to enable reference for the upcoming year’s planning. 14 Just under one-third of organizations (9 or 29) indicated having a strategic plan or guiding strategy and three additional organizations indicated this was something they have initiated or are planning to undertake in the future. Only 38% of organizations (11 of 29) indicated having dealt with risk assessment and risk mitigation. In these cases the approach ranges from reactive management to situations as they arise to deliberate risk identification and mitigation planning. In most cases organizations indicated that risk is something that is discussed but typically no formal risk plans or documents are developed. Risk tended to be interpreted as limited to financial risks although some organizations did mention liability and security issues, and one organization has developed an evacuation strategy. Thirty-eight percent of organizations (11 of 29) indicated conducting impact assessments although based on responses it is difficult to determine what organizations understood impact assessment to be. Several organizations indicated that their impact assessments are based on anecdotal information. It appears as though impact assessment was seen in many instances as primarily participant satisfaction rather than a process where specific objectives are set and subsequently monitored and measured to determine progress. Only two organizations indicated having training plans and both of these are associated with large national or international organizations that provide direction in this area. Training Only 31% (9 of 29) organizations indicated having some type of training related to festival and event management or delivery. The most common areas of training mentioned where volunteer management, event management, and marketing and communications. Other areas mentioned included social media, organizational governance, customer service, fundraising, and partnering. The low rate of training cannot necessarily be interpreted as meaning organizations are lacking certain skill sets. Many organizations indicated that rather than training board members and/or volunteers, they seek out individuals who already have the needed skills. That said there was still significant interest in pursuing training in the areas below. (The figure in brackets indicates the number of organizations that indicated a need for training in the listed area.) o Risk management (7) o Promotions/marketing/advertising (7) o Social media (6) o Volunteer recruitment/management (3) o Succession planning (2) o Measuring impact (2) o Liability issues (2) o Sponsorship (1) o Event planning (1) 15 SECTION III: SUCCESSES AND COLLABORATION Successes Longevity or the ability to sustain a festival or event over a number of years was the most frequently mentioned success by organizations. Organizations mentioned many other successes and have been grouped into the areas list below. o Creating a sense of community/community connection/community “ownership” o Increasing festival/event attendance o Giving back to the community or a cause (financially) o Being a unique event that puts Mississippi Mills “on the map” o Continuing to provide high quality performers and entertainment o Evolving with the times and keeping things fresh o Being financial sustainability o Introducing people to the Town of Mississippi Mills who eventually move here Collaboration The Mississippi Mills Festival Consortium is based on the principle of collaboration and was established because members recognize the advantages of collaborating. Examples of other existing collaborations between festival and event organizations, and with other types of organizations, were gathered during the functional review. They are highlighted in the individual festival and event profiles found in Annex A: Mississippi Mills Festivals and Events Profiles. As well some of these local collaborations are identified in Appendix B: Best Practices. While existing collaborations are not extensive they do indicate that some festival and event organizations are already benefiting from collaborative approaches. Overall, the majority of functional review participants are interested in greater collaboration. Twenty-one organizations are interested in joining or continuing as part of the Consortium while only three organizations are not interested in joining the Consortium. The remaining five organizations are potentially interested in joining but would like to know about the Consortium (e.g., level of commitment involved, cost) before making a decision. Reluctance to collaborate or join the Consortium may be related to some of the potential challenges noted by organizations regarding collaborative approaches. Difficulty balancing the needs and perspectives of all Mississippi Mills communities Differing perceptions of what defines a partnership Challenge of ensuring mutual benefit for all Already limited business support for festivals and events Complexities associated with targeting different markets Possibility of creating greater pressures on existing volunteers 16 Risk of expend precious time and effort for potentially small gains Despite these concerns, the functional review process did serve to generate thinking on potential synergies and ideas identified for potential future collaboration are summarized below. Cross-promote through marketing and promotional material and support each other through word of mouth Leverage festivals and events marketing capacity and encourage businesses to joint market as well Share administrative resources Pool resources for software (multiple licences) Pool resources for shared material assets Develop a material assets lending library Establish joint training, workshops and brain-storming sessions Cross-post notices for volunteer requirements Volunteer for each other Work with Chamber of Commerce to engage with local business SECTION IV: RECOMMENDATIONS The following recommendations are based on an analysis of findings from consultations and survey input as well as best practices and approaches presented in current academic literature and the wider festivals and events community of practice. These recommendations are intended to be concrete and actionable. In essence, they could form the basis of a work plan for the MMFC over the next several years. The intent being that the recommendations be acted upon during the timeframe that the MMFC has access to resources through the Ontario Cultural Development Fund grant with the aim of building a culture of collaboration and a set of tools for the local festivals and events community of practice that could be maintained into the future with minimal on-going human resource requirements. #1: Confirm and Communicate MMFC Structure and Governance There is strength in numbers for an organization such as the Mississippi Mills Festivals Consortium. Beyond existing members, many additional festival and event organizations expressed an interest in collaboration and being part of the Consortium. However, to be effective, the MMFC should establish a clear mandate, terms of reference and governance structure. This should be done through open discussion amongst current members to identify common goals and objectives. Such an exercise will build the trust that is crucial to the functioning of inter-organizational group like the Consortium. The Consortium should also determine the benefits of membership and the related responsibilities and any required commitments in terms of time, money, human resources 17 or physical resources as well as whether there should be different levels of membership. The Consortium should also consider who success will be measured. The current status of the local festival and events community of practice outlined in Section II of this report provides an excellent benchmark from which Consortium progress could be measured. Once the mandate and governance structure have been established, a communications strategy should be developed to share information about the MMFC to all local festival and event organizations as a means to begin building a culture of collaboration and sharing. To facilitate the development of the MMFC it would be beneficial for the Consortium’s human resource capacity to include program development and consensus building skills. #2: Create an Online MMFC Information and Resource Hub To facilitate information sharing and communications within the local festivals and events community of practice, it is recommended that an online MMFC information and resource hub be developed. This online hub could be an added to the existing “Explore Mississippi Mills” website. Such a hub would serve as a location to advertise and promote local festivals and events including an event calendar and function as a portal to an online resource centre (e.g., BaseCamp) that could include a variety of tools such as: o shared resource documents; o a discussion forum; o links to online learning resources, documents and websites (e.g., Slideshare, YouTube videos, TedTalks); o a resource lending library; o a best practices inventory; o event planning and management tools and templates; o an online volunteer sign-up site (e.g., VolunteerSpot, Eventbrite, MeetUp, Sparked) o festival and event news updates; and o Town of Mississippi Mills information relevant to festivals and events (e.g., venue rental policy, municipal grant information). An example of a festivals and events ‘microsite’ is the BruceGreySimcoe Festivals and Events page which can be accessed at: http://www.brucegreysimcoe.com/FestivalsEvents/Home. #3: Host a Festivals and Events Summit As an additional means to build the festival and events community of practice, encourage collaboration and provide learning opportunities, it is recommended that the MMFC host a festivals and event summit. This summit would advance three aims. First, it would provide an opportunity to share information on the MMFC and the results of the functional review. Second, it would provide networking, information sharing and brain- 18 storming opportunities that would enable festival and event groups to get to know each other, become comfortable and build trust, as well as provide opportunities to explore potential links and collaborative opportunities. Finally, it would provide a venue for learning opportunities through presentations by experts on critical issues such as: volunteer recruitment; succession planning; and risk management. Hosting a summit could be a potential source of funds for the MMFC if it were opened up beyond Mississippi Mills to festival and event organizers in Lanark and Renfrew Counties. An example of a Festivals and Events Summit hosted by the United Counties of Stormont, Dundas and Glengarry on April 2, 2014 can be found at the following link: https://www.eventbrite.ca/e/sdg-festival-events-summit-tickets-10392106069 #4: Build the Volunteer Base Given the significance of low volunteerism rates on local festivals and events, it is recommended that the MMFC advocate for and identify a community Volunteer Champion. This person could be a local councillor, business person or volunteer however they should have a substantial degree of positive influence and presence within the community. A communications strategy focusing on key public and business events should be developed at which the Volunteer Champion could promote the need for festival and event volunteers. Individual organizations should also, if they have not already done so, identify a volunteer champion within their own organizations. Organizations should consider seeking volunteer support from businesses and other organizations in place of sponsorship funds where possible. Once individuals from a business or organization establish a personal connection with a festival or event through volunteering, the business or organization may feel more invested and decide to also contribute financially. Individual organizations should look at opportunities to support each through reciprocal volunteering at each other’s festivals and events. This could also provide excellent opportunities to share event planning and management skills across festivals and events community. At a minimum, agreements to cross-post notices for volunteers on each other’s social media forums (e.g., websites, Facebook) would be a low-cost and minimal time commitment for festivals and events to assist each other in recruiting volunteers. The MMFC should host learning sessions for festival and event organizations on volunteer program development (e.g., recruiting, training, retaining and recognizing volunteers) and on succession planning (e.g., consideration of what positions are key, when they will be vacant, and how to identify potential individuals and actively solicit their involvement) in order to provide information and encourage organizations to initiate structured processes in these areas. With respect to succession planning, organizations often focus on bringing younger individuals on board however consider should be given to older adults who may be interested in engaging in the community. With shifting demographics older adults are 19 increasingly making up a larger and larger proportion of the population and could be a valuable pool of volunteers. As well, often overlooked for volunteer opportunities are individuals with developmental disabilities. These individuals are often equally interested in engaging in meaningful community activities and could potentially fill some volunteer requirements. With respect to both potential pools of volunteers, the MMFC could liaison with organizations linked to the older adult population and to those who are supported through developmental services for possible volunteer matches (e.g., Mills Community Support, local churches, and service organizations). The MMFC should encourage the use of event planning and management tools and templates by organizations to lessen the workload on volunteers. Individuals may be more inclined to volunteer if they know that resources and support are available to help them succeed in their roles. Lastly, implementation of a centralized online volunteer sign-up site linked to an online information and resource hub as mentioned in Recommendation #2 would reduce workload associated with volunteer recruitment and management. #5: Develop an Inventory of Best Practices An initial inventory of festival and event management best practices identified through the functional review has been compiled in Appendix B: Best Practices. It is recommended that the MMFC continue to maintain and build this inventory as other best practices are identified from local, regional, national or even international examples. This inventory should be housed and accessed through an online information and resource hub as discussed in Recommendation #2. #6: Develop Guidelines and Templates The MMFC should, at a minimum, identify and share useful examples of guidelines and templates from the broader festivals and events community of practice. Further, based on the best examples, the MMFC should create a set of customizable tools for member organizations to access and use. These guidelines and templates should address areas including: strategic planning and objective setting; risk assessment and mitigation; evaluation processes; audience analysis; audience satisfaction; performance measurement and impact assessment. These guidelines and tools should be housed and accessed through an online information and resource hub as discussed in Recommendation #2. #7: Develop a Resource Inventory A resource inventory should be developed for MMFC members. The resource inventory should include information and contacts for at least three areas: o a list of material resources that festival and event organizations, or other organizations, are willing to share (e.g., pop-up tents) along with loan policies and procedures that need to be established; 20 o a list of local venues available for festivals and events, meetings, and storage; and o a list of recommended contractors, service providers and vendors. It is also recommended that the MMFC liaise with the Town of Mississippi Mills and other local organizations (e.g., NLAS) to identify potential free or low cost office space and storage space that may be available for shared storage of material resources owned or shared by festival and event organizations. The initial “Resource Wish List” that has been developed based on desired resources of local festival and event organizations (see Appendix A) should be periodically reviewed and updated by MMFC members. As well, it should be used for resource priorities setting by both the MMFC and the Town of Mississippi Mills when funding is available for festival and event related resource enhancement or acquisition. Both the resources inventory and resource wish list should be housed and accessed through an online information and resource hub as discussed in Recommendation #2. As well, establishing a portal from the hub to an online booking protocol (e.g., Neighborrow) should be investigated with the aim of centralizing and simplifying the sharing of resources. #8: Provide On-going Learning Opportunities To take advantage of economies of scale, the MMFC should coordinate joint workshops and seminars focusing identified areas of required training. Such sessions should be offered during the festivals and events “off-season” in an effort to accommodate organizations’ schedules. Sessions could be offered on a cost-recovery basis for MMFC members or serve as a potential source of funds for the MMFC if opened up beyond Mississippi Mills to festival and event organizers in Lanark and Renfrew Counties or to organizations beyond the festivals and events community that may have similar interests. As discussed in Recommendation #2, through the use of an online resource hub (e.g., BaseCamp), a virtual learning centre for festival and event organizations should be created by identifying and posting existing/no cost resources (e.g, SlideShare, YouTube Videos, TedTalks) on festival and event management subjects areas. #9: Undertake Joint Marketing and Promotions Joint marketing was a commonly supported collaborative initiative. The notion being that costs will be reduced if many organizations contribute to the production of shared marketing materials. With 18 of 29 festivals and events targeting the Ottawa Valley/National Capital Region there exists a clear opportunity to develop a joint marketing and promotions strategy for this market. As well, festivals and events that primarily target the Town of Mississippi Mills may be interested in participating in wider marketing if they could do so for the same or less money. Groups with target market beyond this area could still potentially see savings through a joint marketing venture 21 aimed at the Ottawa Valley / National Capital Region and use savings toward marketing and promotions to their other, broader target markets. A joint marketing strategy should build on the existing Town of Mississippi Mills efforts to advertise multiple major summer and winter festivals and events concurrently through print ads, radio blitzes, and events brochures. The strategy could also build on current promotional outreach by Celtfest and Puppets Up! whereby their mascots attend other local and regional events. The Town of Mississippi Mills mascot ‘Miss Mills’ could be added to this group of mascots along with other local festival and event representatives to highlight up-coming festivals in Mississippi Mills. In developing success joint marketing tools and approaches, deliberate efforts must be made to ensure each participating festival or event organization benefits equally. #10: Encourage Financial Sustainability and Pooling of Financial Resources Bad weather can dramatically affect the success of outdoor and even indoor events, through lowered attendance. However, a literal “rainy day” is not the only reason festivals and events may have funding shortfalls. Increased costs of services, performers, and venues are equally significant reasons for festival and event organizations to establish reserve funds to the degree possible. Having funds in reserve may prevent a festival or event from having to fold as a result of circumstances beyond the organization’s control. Reserve funds can also serve as self-funded bridge funds from year to year while awaiting funds from other sources. As such, organizations are encouraged to identify an amount in their annual budgets (where funders allow for this practice) to be set aside as a reserve. Further, if liquidity of funds is not a significant concern, organizations are encouraged to invest reserve funds in order to leverage these savings. In relation to Recommendation #8, as a group the MMFC should consider practices such as pooling funds for joint training and workshops on a cost-recovery basis or joint fundraising opportunities such as extended workshops and seminars beyond MMFC members for profit. MMFC members should be encouraged to share information on grant opportunities and continue applying for joint grant funding as successfully done in the case of the Cultural Development Fund grant. As discussed specifically in the context of joint marketing, festival and event organizations should also consider other opportunities for savings through pooling of funds such as shared material asset acquisition and joint contracting for services. #11: Build Connections with Business, Tourism and Educational Organizations In addition to establishing collaborative initiatives amongst festival and event organizations, the MMFC should reach out to business, tourism and educational organizations. As a starting point, MMFC should engage with the Almonte Chamber of Commerce and the Pakenham Tourism and Business Association to share the results of 22 this functional review. This will provide an opportunity to discussion potential collaborative initiatives between local businesses and festival and event organizations. A specific initiative identified during consultations with the Almonte Chamber of Commerce representative that should be further explored is linking local high school students who need volunteer hours with festival and event organizations based on a model used by the Carleton Place Chamber of Commerce. Another potential initiative is to develop a map of Mississippi Mills businesses that have jointly sponsored MMFC festivals and events. Such a map would be distributed throughout the festival season to all respective festivals and event attendees thereby providing marketing and promotion to both businesses and festivals and event organizations over a period of several months to a variety of audiences. Also for consideration is the notion of creating a similar map or other large business promotion signs that could be posted on the back or side of buildings near the parks or fair grounds where festivals and events take place. These signs would encourage festival attendees to visit businesses in the downtown cores and throughout Mississippi Mills. By establishing relationships with tourism organizations the MMFC could facilitate a better understanding by the tourism industry of the local festival and event activities and experiences. This in turn could ensuring marketing and promotion to appropriate target markets and potentially open doors to explore joint marketing initiatives with tourism organizations. Establishing relationships with educational institutions in the region could facilitate mutually beneficial research opportunities. For example, students in the Event Management program at Algonquin College or the Sprott School of Business program for Public Sector and Not for Profit Marketing may be interested in undertaking research or examining case studies on such issues as visitor satisfaction, impact assessment, and risk management. Relationships with educational institutions may also aid in identifying students looking for volunteer experiences related to their fields of study or potential employees for organizations with the capacity to hire paid festival and event staff. #12: Understand and Innovate The academic literature on festival and event success emphasizes the need to continually innovate and keep experiences fresh for attendees. This is what keeps audiences coming back. Understanding the motivations and expectations of a festival or event audience is not always easy for organizations. It is therefore recommended that the MMFC work to identify tools that will help organizations understand their audiences. For example, the Explorer Quotient tool used by the Canadian tourism industry (http://quiz.canada.travel/caen/all-traveller-types) may be one such tool that could facilitate this understanding. 23 Audience development is another area that should be a focus of training workshops and online learning tools as discussed in Recommendations # 6 and #8. With respect to innovation, the aim of implementing the recommendations in this report is to develop tools and organizational supports that will result in a stable and collaborative festival and events community that feels secure enough to attempt innovative and exciting new things and ultimately lead to the continued longevity of festivals and events in the local community. Supplementary Recommendation: Review the Town of Mississippi Mills’ Relationship to Local Festivals and Events This recommendation is noted as “supplementary” because the issue of the relationship of the Town of Mississippi Mills with the local festivals and event community which emerged from the consultations and online survey input is somewhat beyond the scope of the functional review. However, it is impossible to ignore in this context. In its recently developed Cultural Plan and through the significant commitment the Town of Mississippi Mills has made to the MMFC, it is clear that festivals and events are significant to the community. As such, the following points are recommended for consideration by the Town of Mississippi Mills toward the better functioning of festival and event organizations and delivery of the actual festivals and events. In the context of the Cultural Plan’s reference to the benefits of culture, including festivals and events, the Town of Mississippi Mills should consider developing umbrella branding for festival and event marketing that links to the Town’s overall cultural branding and marketing strategy as well as developing an overarching festivals and events strategy with a long term perspective with an emphasis on increasing resident engagement and enhanced volunteer commitment. Given the challenges festival and event organizations have regarding the cost of venues, it is recommended that the Town of Mississippi Mills consider the possibility of reduced venue rental rates for these organizations. With respect to municipal grants it is recommended that the Town of Mississippi Mills: o Examine the grant criteria and degree of consistently regarding which festivals and events are funded through core budget funding versus those events required to apply for annual funding through the municipal grant process; o Examine grant criteria for “sponsorship funds for established community events and festivals” that emphasizes economic benefits in light of the fact that festivals and events provide significant social and cultural benefits in addition to often positive but corollary economic impacts. The applicable section of the Policy on Municipal Grants currently reads “Sponsorship funds may be given to organizations provided that Council acknowledges that the municipality is obtaining an economic benefit 24 for funds given.” This focuses on the economic impacts of festivals and events only does not typically align with the primary objectives of most festival and events and nor potentially does it entirely align with the new Cultural Plan which in addition to recognizing the economic benefits, also recognizes the inherent value of festivals and events in providing a sense of community, opportunities for social gatherings and celebration. All of which are fundamentally important to healthy and resilient communities. o Examine the degree to which the ability for Council to ask for repayment or carry forward of sponsorship funding depending on the monetary success of an event or festival impacts transparency in reporting and or simply discourages organizations from applying for municipal grants. It should also be determined whether this clause means that applicant organizations cannot establish contingency reserves. o Clearly state what is meant by a “grant”, “conditional grant” and “sponsorship funding” in the municipal grant application form. o Clearly communicate municipal grant criteria and deadlines directly to MMFC in a timely fashion each year along with any policy amendments. SECTION V: CONCLUSION The large number, the great variety and the longevity of local festivals and events demonstrate their significance in the cultural fabric of Mississippi Mills. However, local festival and event organizations face volunteer challenges; tend to have effective governance structures but weak capacity related to organizational strategies and processes; and function within a community of practice where organizations generally work quite autonomously. The establishment of the MMFC is a great stride forward in developing a stronger and more resilient festivals and events community that works in parallel with the efforts of the Town of Mississippi Mills. Implementing the concrete opportunities and actions identified in the recommendations of this report will further strengthen the ability of organizations to continue to deliver dynamic and innovative festivals and events. 25 APPENDIX A: RESOURCE WISH LIST A variety of desired resource improvements or acquisitions were identified through the functional review some of which are venue related and others are material resources that would facilitate the delivery of festivals and events. Some items are specific to particular festivals or events while others could benefit multiple festivals/events. VENUE RELATED: 1. Better sound system at Almonte arena 2. Reduced rental rates for Town of Mississippi Mills facilities 3. Building renovations/winterizing of NLAS Agricultural Hall 4. Upgraded Electrical panel at Gemmill Park 5. Enhanced lighting at Gemmill Park 6. Improved accessibility to improve barrier free access for individuals with disabilities MATERIAL RESOURCES: 1. New basketball nets 2. Risers 3. New Town of Mississippi Mills display boards or Town welcome/entrance sign where festival signs can be hung leading up to events. 4. Street Banners 5. Pipe and drape for indoor event set up 6. Large indoor/outdoor projection screen 7. Shared storage areas 8. Large portable tent/canopy for movable outdoor stage 9. Portable heaters for use on stage at outdoor events 26 APPENDIX B: BEST PRACTICES Environmental Celtfest has implemented a no water plastic bottles policy and provides a water cooler on site. Financial North Lanark Highland Games has invested funds over period of time and has established a contingency fund to cover one-third of the cost of the games in case of bad year. Young Awards Foundation is considering the establishment of a dedicated fund in order to build funds for distribution for art activities in Mississippi Mills schools. Celtfest has a fund that distributes funds to emerging musicians. Giving Back to the Community Entry to the Christmas in the Valley Artisan Show is free however attendees can make a voluntary donation (of goods or funds) to the Lanark Animal Welfare Society. Each year, the Seniors Expo organizing committee donates a portion of any profits from the event back to a seniors’ initiative in the community (e.g., Hub Hospices, Day Away Program). Knowledge Exchange Celtfest and the Town of Mississippi Mills collaborate on canopy set up and security for the Canada Day to Celtfest timeframe. Marketing, Promotion, and Outreach Puppets Up! and Celtfest do live outreach at other events/festivals with their mascots. Art in the Attic cross-promotes with business on Mill Street and provides coupons for these stores. Almonte Celtfest prepares a free business directory to promote local businesses. Local high school art students and professional guest artists are invited to participate in Art in the Attic. Fibrefest participates in joint marketing and advertising with the Handmade Harvest Food and Drink Show that takes place on the same weekend. The Town of Mississippi Mills includes many major festivals and events in its summer and winter festival and event advertising campaigns. Handmade Harvest collaborates and cross-promotes with craft shows in Ottawa (e.g.,Urban Craft). On occasion Puppets Up! collaborates with the Mississippi Valley Textile Museum to host various shows and with JBArts to host puppet making workshops. 27 The Town of Mississippi Mills and Town of Carleton Place aim to coordinate parade themes so floats from each community can participate in each other’s parades. Security The Almonte Judo Club provides overnight security at the Agricultural Hall for the Young Awards Foundation Gala. Celtfest and Town of Mississippi Mills staff collaborate to provide security for the large stage canopy in Gemmill Park during Canada Day and Celtfest. Resource Sharing The large performance canopy acquired by Celftfest is available for use by other organizations. The existing electrical panel in downtown Almonte was installed for Light Up The Night and is now used by Puppets Up! Festival. North Lanark Highland Games garbage cans are used by North Lanark Agricultural Society for the Summer Sunday flea market. Puppets Up! uses the North Lanark Agricultural Society grounds for parking during the festival. Volunteers To host the Kintail Country Christmas event, the coordinating group collaborates with Mississippi Valley Field Naturalists, North Lanark Regional Museum and the Mississippi Valley Textile Museum. The Ottawa River Power Company office is used for the event headquarters on the night of Light Up The Night. Mississippi Mills Bicycle Month coordinators have collaborated with the Heart and Stroke Foundation, the Lanark Leeds and Grenville Health Unit, Naismith Public School, and Gilligallou Bird Store to make Bicycle Month activities happen. The Pakenham Frost Festival is only possible through the joint volunteer efforts of local churches, schools, Horticultural Society, and sponsors along with the Pakenham Civitan. Army Cadets from Kanata help with the set-up, meal service, and tear-down for the Young Awards Foundation Gala. 28