english heritage new model apm event 28 january 2016

apm.org.uk

A ‘New Model’ for English Heritage

Caroline Crewe-ReadHead of Corporate Projects and Programmes

Historic England

28 January 2016

Outline Background Drivers for change Change programme Approach Key lessons Role of stakeholders

English Heritage: a brief history

English Heritage: a brief history

1882 & 1913: Ancient Monuments Acts 1930s growth in the collection to 273 sites Division of responsibility with the National Trust 1970s: 5.5 million visitors to sites in England 1983: collection transferred to the Historic Buildings and

Monuments Collection for England (English Heritage)

English Heritage: its role

England’s heritageResearchPlanningListing Heritage at RiskAdvice to Government

National Heritage Collection420 sites and monumentsPublic accessInterpretationEducation

The ‘New Model’: background

Drivers for change:2010 Government Spending ReviewConservation backlog across sites and propertiesBarriers – internal and externalPrecedents set

The ‘New Model’: concept

New governance model:

Charity operating under the name of English Heritage to care for the National Heritage CollectionHistoric Buildings and Monuments Commission for England to continue to deliver heritage protection and planning services under the name Historic England

Historic Building and Monuments Commission for England

Secretary of State, DCMS

English Heritage Trust(independent charity)

National Heritage Collection Planning, Protection, Government Advice,

Conservation and Archive Services

Shared Services

Operating asHistoric England

Property Licence & Operating AgreementShared Services Agreement

Funding Agreement

The ‘New Model’: concept

Government investment:

One off lump sum of £80m to invest in repairs and enhancements to the National Heritage Collection

• Addressing priority conservation defects• Investment in improved facilities and interpretation

The ‘New Model’: benefits-led vision For English Heritage:

• Name and brand retained• Conservation backlog addressed• Capital investment in properties• Greater freedoms attained• Longer term planning and self-

sufficiency within 8 years

The ‘New Model’: benefits-led vision

For Historic England:• Clear focus and purpose and new brand identity• Increased engagement opportunities with general public• More responsive service to owners and developers• Unchanged statutory duties and responsibilities• Sites in National Heritage Collection remain in public ownership

Overarching timescales

2013-15 Implementation

2015-23Benefits realization

Implementation: Success Criteria

To split English Heritage into two organisations To establish a charity to take management of the

National Heritage Collection and take receipt of £80 Government investment

To establish a new identity for the remaining functions

Governance and Approach

Co-directed change Ultimate responsibility for success lay with

DCMS Responsibility for implementation and benefits

realization lay with Commission

New Model Programme Board

CharityProjectBoard

EH CEO and Executive Board

Head of Programme

Delivery

Historic EnglandProjectBoard

EH Chairman plusCommission

representation

Executive Board

DCMS / EH Programme Board

EH CEO and Executive Board

DCMS SRO

DCMS Directors and Project Team

DCMS / EH ‘project team’

EB Members

EH Head of Programme

Delivery

EH Head of Programme

DeliveryDCMS Project Team

English Heritage DCMS

EH CEOEB members

EH staffProject Managers

Commission Ministers

Our story: key milestones

2012: Outline Business Case developed

June 2013: £80m Government funding announced

September 2013: New Model programme team in place

Our story: key milestones

December 2013: Consultation launched by DCMS

June 2014: Approval of Full Business Case by HM Treasury

August 2014: Ministerial approval

Our story: key milestones

October 2014: Government approval published

December 2014: Legal agreement signed

April 2015: separation of English Heritage into Historic England and the English Heritage Trust

Stakeholder Engagement

“Leading change means actively engaging stakeholders”Managing Successful Programmes (MSP®)

Stakeholders: identification and analysis

Workshops held within English Heritage and DCMS

Interest and influence grid

Stakeholder management plan

Communications plan

Influence and interest grid

Vision and Leadership

Early engagement with key stakeholders

Clear vision for the totality of the change

Confident leadership throughout journey

Consultation

Nature of change required formal and informal consultation

Schedule

Risk Management

Shared Deliverables

Consultation document Full Business Case approval Contractual Framework Settlement Letters Successful Launch

Business Case Approval

Assurance

Internal Audit

Major Projects Authority (MPA)

Government Internal Audit Agency (GIAA)

Internal stakeholders

Closing Remarks

Thank you for listening

Email: caroline.crewe-read@HistoricEngland.org.uk

Twitter: @ccreweread

LinkedIn: CarolineCreweRead