S a m u e l   W i l l i a m   S h o g r e n

15410 NW Oak Hills Drive • Beaverton, Oregon 97006

Education & Professional Development

M.P.A., Public Administration with a Concentration in Nonprofit Management March 2005

Division of Public Administration, Mark O. Hatfield School of Government, Portland State University, Portland, OR 97207

Coursework: Strategic Planning, Public Human Resource Management, Public Budgeting, Administrative Theory & Behavior, Public Policy, Administrative Ethics & Values, Administrative Law & Policy, Analytical Methods, Introduction to Public Administration Case Analysis, Values Based Management. (60 credit hours, quarter system)

Research & Policy Focus: Preservation, Arts and Culture, Cultural Tourism, Civil Society

Advanced Certificate in Nonprofit Management Advanced Certificate in Nonprofit Development

Institute for Nonprofit Management, Mark O. Hatfield School of Government,
Portland State University, Portland, OR 97207                                                        Sept. 2004

Coursework: Financial Management of Nonprofit Organizations, Advanced Financial Strategies, Fundraising for Nonprofit Organizations, Advanced Fundraising: Major & Planned Giving, Managing Nonprofit Boards (Governance), History & Foundations of Nonprofit Organizations, Introduction to Nonprofit Management.

Attendee, Leadership Institute for History Organizations

American Association for State and Local History, Nashville, TN                                 June 2000

Coursework: Leadership & Management, Mission, Vision & Planning, Governance, Organizational Change, Resource Management, Fund Development, Human Resources

Certificate, The Seminar for Historical Administration

AAM, AASLH, National Park Service, National Trust for Historic Preservation
and Colonial Williamsburg Foundation, Williamsburg, VA                                             Oct.1997

Coursework: Leadership, Museum Management Theory & Practice, Managing Change, Cultural Tourism, Technology in Museum, Evaluation, Interpretation & Public Program Marketing, Research in Museums, Exhibitions, Legal and Ethical Issues, Publications, Trustee Relations

Readings in Maritime History

University of Maine, Orono, Maine 04469    (3 semester credit hours)                                1992

Certificate, Preserving the Past: A Short Course in Archives Management

Association of New England Archivists, Boston, Massachusetts 02134                                  1990

Coursework: Archival Theory and Practice, Arrangement & Description of Historical Materials, Records Management Policy & Practice, Records Destruction, Curation

Certification in Museum Studies

University of Delaware, Newark, Delaware 19716                                                           1990

Coursework: Leadership & Management of Museums, Historic Properties, Museum Education, Historical Structures, Curatorship - Collections Management, History and Foundations of Museums.

Background & Experience: Samuel W. Shogren

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Masters Program in American History & Museum Studies

University of Delaware, Newark, Delaware 19716                                                     1986-1989

Co-Instructor (Graduate Teaching Assistant): Museums and Historical Archaeology with Dr. David Orr, Mid-Atlantic Regional Archaeologist, National Park Service. Course taught at the Hagley Museum and Library where I taught archaeological excavation and field documentation, archaeological laboratory methods and artifact handling.

Coursework: Labor History, Colonial American History, Industrial History, 19 ^th C. America, Intellectual History, American Vernacular Architecture, American Material Culture & Graduate Writing Seminars.  (42 semester credit hours)

Research Focus: American Material Culture, Vernacular Architecture, Industrial Worker Housing, Colonial and Industrial Mill Technology & the Industrial Revolution, Irish Industrial Workers, Public Archaeology & Museum Interpretation, Commercial Archaeology, American Ceramics

Masters Program in Anthropology and Historical Archaeology

The College of William and Mary, Williamsburg, Virginia 23187-8795                           1983-1984

Coursework: Social and Cultural Anthropology, History of Archaeology, Archaeology Theory and Methods, Historical Archaeology, Historical Ethnography, Biological Anthropology, Archaeological Conservation, Cultural Resource Management, American Material Culture (21 semester credit hours)

Research Focus: Historical Ethnography of Colonial Maine, Colonial Industrial Technologies, Colonial Settlement Patterns, Historic Preservation, Commercial Archaeology

B.A. Anthropology (with a focus on Archaeology)

Ripon College, Ripon, Wisconsin 54971                                                                          1982

Sturgeon Bay High School

Sturgeon Bay, Wisconsin 54235                                                                                          1978

Current & Previous Public Appointments

Committee Member, Washington County Arts, Heritage and Humanities Coalition 1/1/2007 - 12/31/2009

Appointed by the Washington County Board of Commissioners.  The Coalition, in accordance with the state law and Washington County Policy is charged with establishing and maintaining a regranting program distributing funding received from the Oregon Cultural Trust. The Coalition distributes over $25,000 per year in support of the arts, heritage and cultural activities within the County. The Coalition works to implement the recommendations, planning and strategies developed by Washington County Cultural Coalition Planning Committee in 2004.

Committee Member, John Quincy Adams Young House, Tualatin Hills Park and Recreation District 6/2005-3/2006

Appointed by the Executive Director of THPRD.  Committee served as a connection between THPRD and the community as the District sought to development of a new heritage park around one of Washington County’s oldest surviving home development of a new heritage park around one of Washington County’s oldest surviving homesteads. Committee developed site master plan to guide District’s development efforts.

Committee Member, Washington County Cultural Coalition Planning Committee

Appointed by the Oregon Secretary of State.  The Coalition, in accordance with the state law establishing the Oregon Cultural Trust, was charged with developing a countywide planning and policy document covering the role of the arts, heritage, and the humanities in our communities, and laying out a course for future action and support. The Committee conducted qualitative interviews with community leaders and quantitative surveys of county residents to determine local needs, desires, and priorities. During this same time period I was also pursuing a Master Degree in Public Administration at Portland State, working for the Working Waterfront Museum and the Oregon Nikkei Legacy Center.

Governor‘s Taskforce for Heritage and Cultural Tourism,  Maine Governor‘s Office, Angus King Governor 1997-1999

Appointed by the Governor of Maine. Taskforce worked to coordinate and implement Governor Angus Kings Heritage and Cultural Tourism Initiative including the coordination of efforts between public agencies, NGO’s and private businesses. Worked to develop and implement a coordinated marketing campaign, management of Federal grant dollars and establish the position of a state heritage and cultural tourism coordinator.

Nonprofit Leadership & Service to the Field

Peer Reviewer, Museum Assessment Program

American Association of Museums, Washington, DC.

Board Member

Oregon Museum Association

Grant Reviewer

National Endowment for the Humanities, Division of Preservation & Access

CoFounder, MaineMuseums.Org

Coauthored IMLS grant that supported the launch of the site & oversaw project management.

Speaker, ·”Heritage and Cultural Tourism Initiatives in Maine,“

North Dakota Governor‘s Conference on Cultural Tourism, Bismarck, ND.

Member, Organizing Committee

National Conference of State Museum Associations

Board President (Founding)

Maine Archives and Museums, Augusta, Maine.

Grant Reviewer

Institute for Museum Service, General Operating Grants - Transportation

Board Member

Museum Small Craft Association

Board Member Treasurer

Maine Association of Museums, Augusta, Maine

Advisory Council Member

Northeast Documents Conservation Center, Andover, Massachusetts

Board President (Founding)

Society of Maine Archivist, Augusta, Maine.

2001 - present

2002 - 2004 Fall 1999

Spring 1999

March 1999

1999 - 2000

1997 - 1999

1995 - 1998

1997 - 1998

1992 - 1997 1994 - 1996

1990 - 1999

1990 - 1992

Current Positions

Samuel W. Shogren & Associates, LLC May 2008 - present

Shogren Consulting, Beaverton, Oregon 5/2000-May 2008

Consulting and operational support to museums, the arts, and the nonprofit sector. Client services include organizational formation and development, governance and policy, board education, exhibit development, design and installation, collections’ management, grantsmanship, historical and archaeological research, interpretive planning, resource development, heritage tourism, institutional and strategic planning.

Please note that during the time period from 2000-2005 that I was building my business, I attended graduate school at Portland State University completing my Masters in Public Administration, and Advanced Certificates in Nonprofit Management & Development.

CLIENTS

Libraries of Eastern Oregon, Fossil, OR. Principal Consultant to A Sense of Place a 2007 National Leadership Grant from the Institute for Museum and Library Services to develop a regional model of collections care, preservation and exhibition by small, rural, and typically volunteer run, libraries that tie them into major urban museums. Project Funded - Work Pending.

Tigard Historical Association, Tigard, OR. Serving as a Preservation Specialist on a $20,000 project to catalog and dataset the Association’s Collections, while providing policy guidance to the Board and teaching members of the Board and volunteers how to care for their collections. Fall 2007 - Summer 2008.

Keepers of Heceta Head Lighthouse, Yachats, OR. Conducting a $10,000 policy review and policy guidance to a startup nonprofit to help them file their 501c3 application with the IRS. August 2007 - April 2008.

Arab Cultural Center of Portland, Beaverton, OR. Provided policy advice and guidance in submission of IRS application for 501c3. Summer and Fall 2006.

International School of Beaverton, Aloha, OR. Providing exhibit design and installation ser vices to the school, an options school within the Beaverton Public Schools, the Beaverton Sister Cities Committee and the RPCV committee partners. Fall 2006 - present.

Friends of the International School of Beaverton, Aloha, OR. Developed and submitted nonprofit incorporation papers to the required Oregon state agencies. Provided draft bylaws and examples to create corporate bylaws. Managed drafting of corporate bylaws for approval. Assisted in development and submission of IRS application for 501c3 as a tax-exempt organization. Federal approval received 30 days after submission. Continuing to provide guidance in the operation and governance of the new nonprofit. Currently serve as Advisor to the Board. Spring 2006-present.

Tualatin Historical Society, Tualatin, OR. Provided design, fabrication and installation services to place the 13,000-year-old remains of a mastodon on exhibit. Provided collections and exhibit advice concerning museum operations. Fall 2006.

Committee for a Museum of the Peace Corps Experience, Portland, OR. Funded by a grant ($1,000) from the local arts council I conducted a series of four half day Board Workshops in the spring of 2002 for the Organizing Committee covering mission, development, starting a nonprofit, museum policy, collections development and preservation, museum exhibitions, board development, and nonprofit governance.

Working Waterfront Museum, Tacoma, WA. Provided management services as Interim Executive Director. 2003-2004. Provided interpretive and exhibit planning services, facilitation of two board retreats to revise organizational mission, governance and management structures, conducted organizational swot analysis, and providing grant advice. 2001 - 2003.

Shogren House Museum, Portland, OR. Limited consultation ($6,000) for the establishment of a new museum providing management consultation, policy development, and facilitation of initial board formation. Provided expert written and verbal testimony before the Hearings Office, Office of Planning and Review, City of Portland. 2002.

Accreditation Coordinator

Journey s of the Heart Adoption Services, Hillsboro, Oregon 1/8/2007 - present

• Successfully led efforts to secure the dual accreditation of the agency with both national and international accrediting bodies.
• Evaluated & rewrote agency policies & practice in line with new International Hague
• Convention & US State Department mandates. Prepared two 400-page internal studies for outside evaluating teams, Worked with (led) organizational leadership and board through the process in 6 months.
• Conducting an internal audit reviewing and updating all management practices and board policies. Conducted surveys with various stakeholder groups & clients.
• Utilizing museum training in evaluation and accreditation along with recent graduate school training provided advice and guidance on issues of governance, policy formation, budgeting, financial management and daily operations. Agency operates in six foreign countries and the United States providing relief and adoption services.

Previous Positions

Museum Director

Working Waterfront Museum, Tacoma, Washington 10/2002-7/2003

Served as part-time contract administrator & consultant to the Board of the Working Waterfront Museum.

Oversaw and managed a staff of one, a core of 30 volunteers and daily operations; completed the Phase 1 construction project serving as Construction Superintendent, Owner‘s Representative and Laborer; served as Exhibit Developer opening first professional museum exhibition, and worked with Board to rescue and preserve a 45,000 ft 2, nationally significant maritime warehouse.

During this same time period I was also pursuing a Master Degree in Public Administration at Portland State, and working for the Oregon Nikkei Legacy Center in Portland - see below.

Program Coordinator

Oregon  Nikkei Legacy Center, Portland, Oregon 6/2002-3/2003

Managed Center’s educational programs, volunteer speaker bureau and assisted in development activities including special events, capital campaign, grant writing, oversaw collections management and worked with volunteers. Maintained and migrated databases and workstations. Assisted in architectural planning for new heritage center.  Developed preliminary opening exhibition layout for new heritage center.

• Generated development management reports.
• Developed and wrote grant proposals to foundations and business to support operations & capital campaign. Consolidated and managed donor database (annual & capital fund).

Executive Director

Aspen Historical Society, Aspen, Colorado 5/1999-2/2000

Provided leadership, fundraising and operations management over a staff of 9 with a $530,000 annual budget and 5 National Register Historic Sites encompassing over 31 historic structures spread across 40 miles of the Continental Divide serving more than 27,000 local and international visitors annually. Expanded community participation and audience by a factor of 12 from previous year.

Administration

• Restructured accounting practices with auditors to increase financial accuracy in tracking expenses by program area (seeking 80/20 split program $/ admin. cost). Prepared for first full independent audit in 35 years.
• Developed innovative performance measures for staff including establishment a supervision cycle and ongoing measurement to performance goals.
• Negotiated $1.4M architectural contract.

Program and Education

• Received grant funding for a MAP III (Public Dimensions) survey from the Institute of Museum and Library Services and the American Association of Museums.
• Initiated new Public Programs Department by restructuring staffing.
• Expanded museum audience by 1300% from 940 guests in the first quarter 1999 to over 12,000 during the first quarter 2000.

Development & Fundraising

• Directed and oversaw all development efforts. Solicited major gifts, provided Foundation
• relations, oversaw annual fund. Oversaw and managed two annual special
• events (homes tour, dinner/dance with silent
• auction). Participated in presentation and evaluation of Capital Campaign feasibility study.

Community Partnerships

• Introduced changing exhibition program in the Aspen Opera House, the Aspen Institute, and other community public art spaces and centers.
• Renewed Society’s federal operating agreements with the USDA Forest Service for management and interpretation of two historic ghost towns on Federal lands.
• Cosponsored an environmental awareness and fundraising event with the Colorado Historical Society attended by over 350 guests.

Curator

Penobscot Marine Museum, Searsport, Maine (AAM Accredited) 4/1991 -4/1999

Responsible for the research, exhibit, care and interpretation of 11 historic building with 25 galleries and rooms (30,000 ft²), & the daily management of over 10,000 objects of material culture, providing both curation & collections management for Small Craft, American, Oriental and European Decorative Arts, Models, Marine Hardware, Paintings, Art on Paper, Textiles and Ethnographic materials. Played a leading role in the museum‘s reaccreditation with AAM.

Curatorial, Collections and Administration:

• Developed & executed both facility and exhibit master plans including security upgrades and updates.
• Planned (10) and oversaw construction and renovations to five (5) museum buildings.
• Researched, planned, designed & installed over 40 exhibits and displays in eight (8) years (5/yr. aver.)
• Hosted workshop for The National Institute for Conservation (Washington DC) on “Fundraising for Collections Care.”
• Peer reviewer of the draft publication Long-Range Planning for Collections Care, now available through the AAM Bookstore.
• Grants Management Received two (2) National Endowment for theHumanities, grants for exhibition and public program development. Wrote and received three (3) IMS/IMLS
• Conservation Grants that generated over $501,334 in matching funds. Ninety-two percent success rate from over 30+grants I wrote.

Educational Programming:

• Founded internship programs with nearby colleges and universities training over 80 students.
• Co-founded the Penobscot Bay Network, a public-private consortium of federal and state agencies, and regional non-profits to coordinate scientific research, preservation and regional planning in the Penobscot Bay region.
• Created inter-disciplinary advisory panel to assist in background research and program development.
• Founded the PenBay Regional History Conference.
• Developed Service Elderhostel program. Lectured before other Elderhostel programs. Developed and managed annual budget.

Archaeologist/Archivist

Dyer Library - York Institute Museum, Saco, Maine 3/1989 - 4/1991

Staff Archivist

Managed archives, rare book, photography and special collections for the library and museum.  Authored and received two (2) Maine State Archives Grants for archival preservation.  Founded state archives association.

Staff Archaeologist, York County Archaeological Survey (3 seasons), a state funded initiative to document Maine’s 17th century settlements. Conducted fieldwork, managed archaeological lab.  Developed predictive models.  Conducted original historical and cultural research

Contract Archaeologist (seasonal or term positions) 1980 - 1988 Holy Trinity (Old Swedes) Church, Wilmington, DE, (1988);

As Project Archaeologist conducted graveyard survey and development of base map to assist in art conservation effort to preserve grave markers. Documented over 800 marhers.

Hagley Museum and Library, Wilmington, DE. (1985-1988);

“Blacksmith Hill Archaeological Project, An Investigation into 19^th Century Industrial Worker Lifeways and Community Life” Served as Project Archaeologist overseeing excavations and interpretation of site to public. Conducted training and supervision for over 200 volunteers Recovered over 500,000 artifacts in three seasons Developed interpretive training and education programs in archaeological field and lab methods. Taught graduate level museum archaeology course at U of Delaware.

Old York Historical Society, York, ME. Fall 1986

Maine Historic Preservation Commission, Augusta, ME. July 1985

Dept. of Archaeology, Colonial Williamsburg Foundation, Williamsburg, VA. Fall 1984

Archaeology in Annapolis, Historic Annapolis, Annapolis, MD. Summer 1984

Old Sturbridge Village Museum, Sturbridge, MA. Summer 1980

Old Sturbridge Village Museum, Sturbridge, MA. Summer 1979

Awards & Fellowships

Award, Outstanding Community Achievement, Mark O. Hatfield School of Government, Division of Public Administration, Portland State University, Portland, OR. June 2003.

Fellow, Hagley Program in the History of Industrial America, Hagley Museum and Library,

Greenville, Delaware, and the University of Delaware, Newark, DE. Fall 1987 - Spring 1989.

Recipient, Conference Scholarship, The Museum Management Professional Affinity Group, AAM, to attended AAM National Conference. November 1997.

Award, Tuition Scholarship, The Seminar for Historical Administration, Colonial Williamsburg Foundation, Williamsburg VA. November 1997.

Award, Outstanding Summer Youth Supervisor, Summer Youth Employment and Training Program, Workforce Development Centers, Maine State Department of Labor. August 1995.

Media

Spokesperson, Pabsts Brewing Company, National Television Campaign. 1981-82