Making the Most of Your Assessment


Preservation and Conservation Assessments, Surveys, and Evaluations can be incredibly helpful collections care tools – if you know how to use them! Too often cultural heritage organizations receive these useful documents only to let them sit on a shelf and gather dust. This course will help you to understand the different types of assessments you may have done on your collections, and, most importantly, how to implement the recommendations made and move these documents from a binder on the shelf into real life applications. In this four part series, presenters discuss what is included in a general preservation assessment, other types of useful collections care related assessments, using an assessment for grant writing and fundraising, and creating an implementable preservation plan.

This course was originally presented as a 4-week live course between July 10th and August 7th, 2019, and is now offered for self-study. Please note that the Credly badge is no longer available, and assignment are provided for self-practice only; they will not be reviewed if uploaded.

Webinar 1: Conducting a General Preservation Assessment

Webinar 2: Additional Preservation and Conservation Assessments 

Webinar 3: What To Do With Your Assessment: Fundraising and Grant Writing

Webinar 4: What To Do With Your Assessment: Creating a Preservation Plan

Connecting to Collections Care courses are made possible in part by generous support from the Institute of Museum and Library Services.


Webinar One: Conducting a General Preservation Assessment
Select the "View On-Demand Recording" button to begin.  |  90 minutes
Select the "View On-Demand Recording" button to begin.  |  90 minutes In this webinar, we will describe general preservation assessments and how they are carried out including, what is covered in this type of assessment, the methodology for conducting such an assessment, and the pros and cons of conducting an assessment in house versus hiring and working with a consultant. Finally, we will present funding options for assessments and how your institution can obtain funding.
Webinar Two: Additional Preservation and Conservation Assessments
Recorded 02/19/2019  |  90 minutes
Recorded 02/19/2019  |  90 minutes Even though the general preservation assessment is important, and usually the first type of assessment an institution might undertake, there are many other helpful surveys that a cultural heritage organization should consider. In this webinar, participants will learn about three different types of assessments in detail: a risk assessment, which is typically useful for developing an emergency planning; a digital preservation assessment, helpful for understanding the digital needs of your collection; and a collections survey, which examines object level needs of a collection.
Webinar Three: What To Do With Your Assessment: Fundraising and Grant Writing
Recorded 02/26/2019  |  90 minutes
Recorded 02/26/2019  |  90 minutes An assessment report may recommend actions that require funding to become a reality. This webinar will discuss using assessments as supporting documents in grant applications and how to fundraise and make the case for collections care initiatives. We will discuss what big funders, such as the National Endowment for the Humanities (NEH) and the Institute for Museum and Library Services (IMLS), are looking for in applications, and how recommendations from assessments can be used to strengthen your proposals.
Assignment - Week Three
Upload 1 files to pass. | Due Date: 07/31/2019
Upload 1 files to pass. | Due Date: 07/31/2019 Complete a Self Assessment using the Self Assessment Form found in the Handouts.
Webinar Four: What To Do With Your Assessment: Creating a Preservation Plan
Select the "View On-Demand Recording" button to begin.  |  90 minutes
Select the "View On-Demand Recording" button to begin.  |  90 minutes After institutions receive an assessment, there will be numerous recommendations that need to be implemented. A Preservation Plan is an essential institutional document that will help your institution to thoughtfully and carefully chart a course for the preservation of your collections for three to five years. Assessments help to lay the groundwork to creating such a document. This webinar will provide guidance on how to create a Preservation Plan, and show participants how recommendations from assessments can be made implementable by creating goals, objectives, and mapping strategies to attain your goals.
Final Assignment
Upload 1 files to pass.
Upload 1 files to pass.

Samantha Forsko (Moderator)

Director Of Collections at the Art Institute of Chicago

Samantha is the Director of Collections at the Art Institute of Chicago, where she oversees the permanent collection. Previously, she was the Preservation Specialist at the Conservation Center for Art & Historic Artifacts, where she worked primarily with institutions and their collections to conduct on-site preservation needs and risk assessments, and assisting with preservation and emergency planning. She was also the project lead of the Pennsylvania Cultural Resilience Network (PaCRN) for five years, aiming to improve emergency response and preparedness for cultural institutions across the state, as well as locally leading the Philadelphia Alliance for Response network. Forsko received her MA in Arts Management with a focus on Archival and museum Studies from Claremont Graduate University in Claremont, California, writing her master’s thesis on Emergency Preparedness in Cultural Institutions.

Dyani Feige

Director of Preservation Services, Conservation Center for Art & Historic Artifacts

Dyani Feige, Director of Preservation Services at the Conservation Center for Art & Historic Artifacts, works with cultural organizations to conduct preservation assessments, assist in emergency preparedness, help develop policy and planning documents, and develop and present preservation-related educational programs.

Previously, Feige worked for the Brooklyn Museum Libraries & Archives, the New York Public Library’s Preservation Division, the Conference Board, New York University’s Bobst Library, and Kent State University’s Special Collections & Archives.  She received her MSLIS with an Archives Certificate from Pratt Institute.  Feige is recognized as a SAA Digital Archives Specialist.

Heather Hendry

Paper Conservator, Conservation Center for Art & Historic Artifacts

Heather Hendry is a Paper Conservator at the Conservation Center for Art & Historic Artifacts (CCAHA). Prior to joining the Center, she worked as a conservator at the Weissman Preservation Center for Harvard University Libraries. She conserved historical prints, watercolors, and modern art at the Yale Center for British Art, and tackled national conservation issues at the Canadian Conservation Institute. For several years, Heather also maintained her own private practice.

Heather holds a Master’s in Art Conservation, specializing in paper, from Queen’s University. A Professional Associate of the American institute for Conservation (AIC), Heather has presented numerous papers and workshops on conservation techniques, preservation and salvage, artists’ materials, and technical examination of artworks. 

Lee Price

Director of Development, Conservation Center for Art & Historic Artifacts

Lee Price, Director of Development at the Conservation Center for Art & Historic Artifacts (CCAHA) since 2001, is responsible for direct fundraising for the Conservation Center as well as for assisting cultural institutions with project development and grant application. He has assisted with successful grant requests for the HBCU Library Alliance, the New Jersey State Library, the Pennsylvania State Archives, the University of Pennsylvania, the Franklin Institute, and many other cultural institutions. Lee served as data analyst and lead writer on IMLS “Connecting to Collections” preservation plans for New Jersey, Pennsylvania, and West Virginia, and is currently serving as a strategic planning consultant for New York State collecting institutions. Through both staff and consulting positions, Lee has worked in the fields of public relations and fundraising since 1984.

What are C2C Care Courses?

         Our courses offer the chance to have a more interactive participation with instructors and to concentrate on a series of webinars devoted to a specific topic with the possibility to check on your understanding of new materials. Courses can include a variety of activities including just watching the live webinars, to discussions with your fellow participants, and to completing a project designed to help you apply what was covered in the course.

Who are the instructors?

       Our webinar coordinators are leaders in their field and they choose instructors who they feel are not only leaders but, who understand the setting and milieu of those working in smaller institutions that may not have access to professional help. We find our instructors with our participants in mind.

 How much time will I need to commit?

         You may commit as much time as you wish, however, the minimum time is about 2-3 hours per week – including the time for live webinars.

What if I can’t watch all of the Course Webinars “live”?

The recordings of the webinars will be posted soon after the “live” webinars. If you miss a live webinar, you will have access through the Course set-up and be able to watch the webinar at a later time, as long as you do so during the Course period. You will need to keep up with the webinars to be able to participate fully in the other course activities.

What do I need to do to earn a Credly badge?

  1. View all webinars – these can be viewed either live or the recordings as long as they are viewed during the Course period. 
  2. Participate in Discussions and other interactive portions of the Course.
  3. Complete any projects that are part of the Course.

 What can I do with a Credly badge?

         A Credly badge ( is an electronic acknowledgement that you have completed a learning objective that can be linked to your social media, to a profile on LinkedIn, or to your digital resume. The badge links refer an employer or a prospective employer to the Badge that contains a capsule of what you did to earn the badge and an introduction to the organization granting the badge. Learn more about how to take advantage of an earned badge here It is an acknowledgement of professional development activity, that you learned a new skill, and that you are part of the community of lifelong learners. 

 For additional FAQs, see