otago museum...3 it is my pleasure as chairperson to report on behalf of the board on another very...

OTAGOMUSEUMANNUAL REPORT 2014–2015

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TABLE OF CONTENTSChairperson’s Foreword 3Director’s Review of the Year 3Otago Museum Trust Board 4 Māori Advisory Committee 5Honorary Curators 5Association of Friends of the Otago Museum 5Acknowledgements 6Otago Museum Staff 7Goal One: A World-class Collection 10Goal Two: Engaging Our Community 15 Goal Three: Business Sustainability 21Goal Four: An Outward-looking and Inclusive Culture 23Giving Back 25Appendix A: Statement of Service Performance 26Appendix B: Financial Statements 57Appendix C: Independent Auditor’s Report 92

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It is my pleasure as Chairperson to report on behalf of the Board on another very successful year at the Otago Museum. This report attempts to capture the many successes and future intentions our team have been working on. As a Board, we take great satisfaction in the progress the Museum has made this year.

This progress has not come about by accident. Last year we focused on the revision of our strategic plan following the arrival of our new Museum Director. The outcome of this process, Te Ara Hou – The Road Ahead, was a clear roadmap with significant input from our stakeholders. This financial year has seen the start of this document coming to life. We have continued to look critically at how we operate and, in line with our new strategic plan, have

completed reorganisations within our teams to reflect our key areas of focus. We have continued to invest in highly-skilled staff to empower these areas. Our financial results reflect a successful balance of investment and sensible management, allowing investment in our key development areas.

As an institution, we have worked hard at building partnership relationships with a large number of organisations. This report demonstrates the success of these efforts and positions the Museum strongly for future development. These relationships are already translating into new opportunities to build on the skills we have.

Like all institutions, we continue to operate in a challenging financial environment at present. We greatly appreciate the support of our contributing local authorities: Central Otago District Council, Clutha District Council, Dunedin City Council and Waitaki District Council. We are planning to operate in a similar environment for the foreseeable future and are focusing on strategies to produce positive outcomes within our resource constraints.

The scheduled opening of the first stage of the Discovery World redevelopment in

CHAIRPERSON’S FOREWORDOTAGO MUSEUM TRUST BOARD

December 2015 is very exciting. It marks the start of a major advance in our ability to connect with our communities. This development comes on the back of several very successful exhibitions staged this year. The great thing about these exhibitions has been the use of our own collection and the leadership and creativity shown by our staff in bringing them to life.

I would like to reflect my thanks for the work of the management team and all staff at the Otago Museum. Their commitment and dedication to the institution is significant and most appreciated.

My appreciation also goes to my fellow Board members. The Board has worked well during the year and addressed some major decisions in a professional manner. I appreciate the energy and commitment they bring to the Museum.

We are looking forward to a very positive future for the Otago Museum.

Graham CrombieChairpersonOtago Museum Trust Board

DIRECTOR’S REVIEW OF THE YEAR

To me there’s one verb that best describes the Otago Museum this past year; that verb is invest.

We have invested in our people. Following a period of significant change at the Museum, we invested time and effort in ensuring our staff structure is better aligned with the Museum’s strategic goals.

This year the Collections team has almost doubled in size. We now have more staff working on our collection than at any other point in the Museum’s 147-year history.

But it’s not just about numbers. In line with our strategic plan Te Ara Hou – the Road Ahead, we have actively recruited staff with strategically important skills and expertise. We have appointed the Museum’s first ever Curator Māori, and, after a decade with no conservation staff at the Museum, we now employ two full time Conservators working on our collection.

The redevelopment of Discovery World and the opening of the planetarium necessitated another strategic investment. We established a new Science Engagement team whose focus is to ensure that visitors who come to Discovery World Tropical Forest and the planetarium have world-class experiences that inspire them to take more of an interest in science, technology, engineering, arts and mathematics.

The establishment of this team has opened up new avenues for partnership with the University of Otago, Otago Polytechnic and the New Zealand International Science Festival, which has resulted in the Museum’s involvement in nationally-important science engagement activities such as the Otago Participatory Science Platform pilot and outreach for the Dodd Walls Centre for Photonic and Quantum Technologies.

Reading this report, I hope you will agree

with me when I say it’s been an outstandingly successful year for the Otago Museum, with many highlights.

I for one will never forget the beautiful morning at Ōtākou Marae when we welcomed 250 colleagues from across New Zealand who were attending the 2015 Museums Aotearoa conference. Watching the sun rise on an astonishingly beautiful Otago Peninsula morning will long linger in the memories of everyone lucky enough to experience this amazing event.

In 2014–15, the Museum has made huge progress towards the goals outlined in last year’s strategic plan. That progress could not have happened without the collective efforts of our Board, our staff and our volunteers, and I’d like to put on record my personal thanks for their incredible efforts this past year.

Finally, I would like to acknowledge the significant support the Otago Museum has received from Central Otago, Clutha, Dunedin and Waitaki District Councils; their ongoing support is vital to the success of this institution.

Dr Ian GriffinDirector

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Appointed by

Chair: Graham Crombie Dunedin City CouncilBCom, MDEnt, FCA(CPP), CF Inst D

Deputy Chair: Councillor Kate Wilson Dunedin City Council

Professor John Broughton Mana whenuaED, BSc, BDS, PhD, PGDipComDent, DipGrad

Professor Peter Dearden The Royal Society of New ZealandBSC (Hons) (first class), PhD

Councillor Gaynor Finch Regional councils (Clutha District Council)NZ Vet Nurse, Hearings Commissioner

Professor David Hutchinson University of OtagoBSc (Hons), PhD, PGDipArts (distinction), MInstD, FNZIP, CPhys, MInstP, MRSNZ

Julie Pearse Association of Friends of the Otago MuseumBA

Councillor Neville Peat Dunedin City Council

Councillor Chris Staynes Dunedin City Council

Professor Paul Tapsell University of OtagoBA, MA (Hons) (first class), DPhil, Post-doctoral Scholar ANU, NZ Eisenhower Fellow

Ex OfficioTreasurer/Accountant: Mike Horne (Deloitte)Deputy Treasurer/Accountant: Lisa Wilson (Deloitte)Otago Museum Director: Dr Ian GriffinSecretary: Jane Gregory

Audit, Finance and Risk Management CommitteeChair: Councillor Kate Wilson Deputy Chair: Councillor Gaynor Finch Associate Professor David Hutchinson Julie PearseCouncillor Chris Staynes

Staffing Committee Chair: Graham CrombieAssociate Professor Peter Dearden Councillor Gaynor FinchJulie PearseCouncillor Kate Wilson

Executive CommitteeEstablished on 20 February 2015 for governance, succession planning and board membershipChair: Graham CrombieProfessor David HutchinsonJulie PearseCouncillor Chris Staynes Professor Paul Tapsell

OTAGO MUSEUM TRUST BOARD

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The Māori Advisory Committee’s role is to facilitate an effective, positive relationship between mana whenua, Otago Museum and Papatipu Rūnaka of Te Tai o Araiteuru.

RūnakaChair: Matapura Ellison PuketerakiProfessor John Broughton PuketerakiJane Graveson MoerakiMarshall Hoffman HokonuiPat Hoffman HokonuiPaulette Tamati-Elliffe ŌtākouRachel Wesley ŌtākouKoa Whitau-Kean Moeraki

Specialist areaJim Bootten MaritimeDr Melville Carr, MSc, PhD, DIC, FNZIC PhilatelyBrian Connor, OStJ MedalsDr Rosi Crane, BSc, MSc, PhD Science historyProfessor Robert Hannah, BA (Hons), MPhil, FSA, FRSNZ ClassicsAnthony Harris, MSc Entomology Dr Jane Malthus, BHSc, MSc, PhD European dress and textilesDr Anthony Reay, PhD GeologyPeter Schweigman Ornithology Dr Catherine Smith, BAppSci, BA (Hons), PhD ConservationJoel A Vanderburg Africa

Council of the Association of Friendsof the Otago Museum

Patron: Dame Elizabeth HananPresident: Julie PearseTreasurer: Brigid CaseySarah BarhamJohn BurtonDr Ian GriffinDoug HolborowAllan LyallBarbara Smith

The Association of Friends continues to strengthen its membership with a diverse range of people taking the opportunity to become members and support the Otago Museum.

The Gifts and Legacies exhibition, which opened in August of 2014, was a wonderful window into the Museum’s rich history of benefaction. The exhibition was beautifully presented by the in-house Museum team.

The Council of the Friends has developed a strategic plan for the Association. This aligns with the objectives of the Friends and is a living document.

The Friends wish to congratulate the Museum Director and staff for a highly successful 2014–2015 period. The Museum is enjoying a refreshed and positive profile in Dunedin, Otago and around New Zealand.

Julie PearsePresident of the Friends Council

MĀORI ADVISORY COMMITTEE

HONORARY CURATORS

ASSOCIATION OF FRIENDS OF THE OTAGO MUSEUM

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Humanities Donors

Mr John Adams: early New Zealand studio ceramics plateGeorge Street Normal SchoolProfessor Colin Gibson: men’s long tiesMrs Lesley Gray: man’s suit, tie and hat; woman’s hat and handbagRalph HotereMrs Jenny Kirk: women’s woollen suitMadang Museum: Papua New Guinea bowl (via Glenn Summerhayes)Polly Mason: two Syrian garmentsMrs Judy Myers: Percy Halsted’s presentation albumNelson Provincial Museum (Averil Blanche McDonald): ‘Bank of Patriotism Dunedin 1918’ pinMrs Betty Rawlings: one parasol, two women’s dresses and one child’s dressJamie Stringer: Te Māori calendarJulia Stuart: New Zealand studio ceramics previously owned by Helen Mason

Natural Science Donors

Paulette Boyes: fleet footed spiders (Nyssus coloripes)Vivienne Brooks: bumble bee nest (Bombus terrestris)Professor Carolyn Burns: paratype specimens, endemic South Island DaphniaHayden Dalton: mantle xenolithsBetty, Carol and Barry Don: books for the Museum LibrarySteven Evans: huhu eggsGregory Fagg: extinct South Island goose (Cnemiornis calcitrans) egg shell fragmentSimon Greig: cuttlefish bone (Sepia sp.)Anthony Harris: narcissus bulb fly (Merodon equestris)R O Hatcher: various natural science specimensOtto Hyink: spider beetles (Tipnus unicolor)Ebee Rowley: sheetweb spider (Cambrigea antipodiea)Raymond Scurr: flightless wasp – ant mimic (Family Diapriidae)Roland Stern: vagrant spiders (Uliodon sp.)Dave Tustin: native micro snail shells (Thalassohelix sp.)

Grants and Sponsorships

Allied Press LimitedThe Arts CatalystThe British CouncilCadbury ConfectionaryCommunity Trust of OtagoThe Dodd-Walls Centre for Photonic and Quantum TechnologiesDr Marjorie Barclay TrustJonathan’s Photo WarehouseMinistry for Business, Innovation and EmploymentPerpetual GuardianRoyal Society of New Zealand

ACKNOWLEDGMENTS

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OTAGO MUSEUM STAFF AS OF 30 JUNE 2015Julia Addington, Teaching Diploma Venue Host – Casual

Shanaya Allan, BDes (Com) Design Services Officer, Exhibitions

Isobel Andrewartha, BA (Hons) Science Communicator

Brenda Barron Building Services Officer

Kathryn Barron, BA, BCom Marketing Coordinator

Murray Bayly, BCom, CA Commercial Director

Kimberley Beckett, BA (Hons), GradDip, DipGrad Education Manager

Jacqueline Benn Café Host

Daniel Benson-Guiu, BA, MA Gallery Communicator

Georgia Best Venue Host – Casual

Harry Bleasdale Assistant Café Cook

Rhianne Blockley, IBDip Sleepover Presenter – Casual

Samantha Botting, BSc, MSc Living Environments Coordinator

Jessica Bray Sharpin, BA, PGDip Museum Studies Communicator – Casual

Emma Burns, BSc Curator, Natural Science

Angela Caballero Alfonso, PhD, PDR Science Communicator

Suzanne Caulton, Cert Art & Des, Dip Craft Des Programmes and Events Officer

Andrew Charlton, BSc Developer, Systems and Interactive Media

Joseph Clarke Communicator – Casual

Caroline Cook, BCom Director, Marketing and Development

Katie Cooper, BA (Hons) Communicator – Part Time

Rachel Cooper, BEd Front of House Manager

Abby Crowl, Bcom Administration Assistant – Casual

Tom Csima, BEng Facilities Manager

Margot Deveraux, PGDip CaPSc, Dip Museum Practice Project Manager

Kayla Dwyer Café Host – Part Time

Caitlin Dyas, BDes (Com) Design Services Assistant – Casual

Amadeo Enriquez Ballestero, BSc, PGDipTchg Discovery World Coordinator

Migoto Eria, BA (Hons) Curator, Māori

Benjamin Farry Kitchen Assistant – Casual

Gemma Feeney Sleepover Presenter

Kane Fleury, BSc Collection Officer, Natural Science

Teresa Fogarty, BA, DipBus Human Resource and Services Manager

Christie Forsythe Sleepover Presenter, Communicator – Casual

Cody Fraser, BSc, PGDip Collection Manager, Natural Science

Aidan Geraghty Kitchen Assistant – Casual

Garry Gibson Production and Projects Officer

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Nell Guy, BA (Hons) Science Communicator

Kaitlyn Grace Café Host

Vanessa Graham Venue Manager

Craig Grant, BSc (Hons), PhD Director, Science Engagement

Martinette Greer Café Host – Barista

Jane Gregory, BAppMgt Executive Assistant

Ian Griffin, BSc (Hons), PhD Director

Sarah Harkness, National Cert Vet Nursing Shop Communicator – Part time

Kayla Hodge Venue Host

Lewis Howell Sleepover Presenter

David Johnston Facilities Assistant – Casual

Ioana-Cristina Jones, BIT, GradDip Full Dome Producer

Rebecca Keenan, BA (Hons) Content Services Manager

Jeremy Kirkwood Kitchen Assistant

Ashleigh Lamb Café Host

On Lee Lau, BA, MSc Communicator – Casual

Jennifer Lawn, BSc Communicator – Casual

Vicki Lenihan, BVA, GradDipAdvC Programmes and Events Manager

Jessica Leov, BSc, MHealSc Communicator – Casual, Front of House Officer

Carolina Loch, PhD Research Officer – Part Time

Aleisha Lord Communicator – Casual, Sleepover Presenter

Emma Luniss Café Host – Casual

Samanta Luzzi King, BA Shop Coordinator

Madeline Lysaght Venue Host

Emily Mathias Café Host – Casual

Benjamin McCarthy Communicator – Casual, Sleepover Presenter

Emma McCoy, BA Communicator – Casual

Jacob McDowell, BA Front of House Supervisor

Murray McGuigan, BA (Hons), MA, DPH Design Services Officer – Casual

Paul McLachlan, BFA (Hons), PGDipTheol, MFA Communicator – Casual, Front of House Officer

Laura McLean Café Host – Casual

Jamie Metzger, BA (Hons), MAppSc Collection Officer, Humanities

Nyssa Mildwaters, BSc (Hons), MA, MSc, ACR Conservation Manager

Alice Milne, BA (Hons) Venues Officer – Part Time

Meghan Milner-Jones Café Host – Casual

Emma Morris Communicator – Casual

Robert Morris, BA (Hons), MSocSci Director, Collections and Research

Xanthe Musgrave Communicator – Casual

Rodrigo Olin-German, BA Café Supervisor

Felix Page Kitchen Assistant – Casual

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Melanie Pearson Café Manager

Elsie Percival, BSci Communicator – Casual

Grace Phillips, BA Content Services and Marketing Assistant

Richard Powell, BDes (Product) Production Services Officer

Caitlin Price Shop Communicator – Casual

Lauren Pugh Communicator – Casual, Sleepover Presenter

Raymond Quijano Café Host – Casual

Scott Reeves, BA Collection Manager, Humanities

James Reid-Lourie, BA, DipGrad Design Services Assistant – Casual

Isaac Robertson Design Services Assistant – Casual

Ella Robinson, BA (Hons) Communicator – Casual

Bronwyn Robson Assistant Café Cook

Alexandra Rogers Communicator – Casual, Sleepover Presenter

Barry Schmidt Venue Host – Casual

Craig Scott, BDes (Com) Head of Design

Sofian Scott Sleepover Presenter

Ellen Sima, BA, BSc, MSciComm Assistant Curator, Natural Science – Part Time

Samuel Spector Facilities Assistant – Casual

Anne Spencer, BSci, PGDip, BEd Communicator – Casual

Andrew Spiegel Café Cook Supervisor

Taniele Sumner Assistant Cook – Part-time

Anna Taggart, BDes (Com) Design Services Officer

Jason Taylor Audiovisual and Technology Assistant

Brian Templeton Café Host – Casual

Catriona Timms-Dean, BA, PGDip Arts, GCTLT, PhD Education Officer

Stephanie Todd Venue Host – Casual

Susan Tolich, BA (Hons) (First Class) Gallery Communicator, Team Leader

Samantha van der Mespel Café Host – Part Time

Gabriel Vilgalys, BA (Hons) (First Class) Facilities Assistant – Casual

Elizabeth Vitali, BA, PGDip Communicator – Part Time

Mari Vuorinen, BBA Café Supervisor

Marilyn Washington Gardener

Rosa Waters Venue Host – Casual

Mary Watson, BCom, CA Accountant

Trudi Webster, BSc (Hons), MSc Assistant Curator, Natural Science – Part Time

Moira White, MA Curator, Humanities

Richard Wilson, DipEngDes Facilities Officer

Lisa Yeats, BA, MA Conservator

Jade York Venue Host – Casual

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GOAL ONE:A WORLD-CLASS COLLECTION

The Collections and Research (C&R) team is now the largest it has been in the Museum’s 147-year history.

During the past financial year, Robert Morris (Director, Collections and Research), Nyssa Mildwaters (Conservation Manager), Kane Fleury (Collection Officer, Natural Science) and Lisa Yeats (Conservator) joined the team.

Trudi Webster and Ellen Sima were both made part-time Assistant Curators in Natural Science, and Dr Carolina Loch was appointed

COLLECTIONS

THE SECRETS OF DISPLAY

part-time Natural Science Research Officer. Adding these new roles gives the entire C&R team increased scope for work, research and interpretation of the collection.

C&R undertook a full review of the Museum’s collections and conservation policies to ensure that collection management, development and accessmeet international standards.

The Otago Museum Collections Policy 2015–2020 was approved by the Trust Board in February 2015. It ensures collection items

Collection Officer Jamie Metzger created a complex two-case foyer exhibit, The Secrets of Display, as part of the 2015 Dunedin iD Fashion Week, and to continue supporting the Museum’s goal of sharing the collection with the public.

The exhibit featured an elaborate 19th century princess line dress from the storeroom and broke down the process of preparing such a fragile object for display. The step-by-step explanation showed how a mannequin is taken from bare canvas to lavish model.

It fascinated both visitors and media, and served as a visually arresting reminder of how much unseen work goes into preserving and displaying our history.

are acquired, documented, maintained, utilised and disposed of within professional standards and that all relevant legal and ethical obligations are met.

Conservation Manager Nyssa Mildwaters developed the Conservation and Collections Care Policy, which was approved by the Trust Board in June 2015. It outlines the standards and practices applied to all collection items and balances the long-term preservation of items with allowing access for research, interpretation and display.

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Natural Science team members Cody Fraser, Kane Fleury and Carolina Loch digitised the Museum’s entire spider wasp (family Pompilidae) collection in preparation for the research visit of Tokyo Metropolitan University entomologist Dr Akira Shimizu.

The team transcribed the field data from 12,600 tiny labels into the digital database and gave each of these predatory spider-hunting wasps new individual accession numbers.

SPIDER WASP DIGITISATIONThe digitisation project makes the spider wasps more accessible to researchers like Dr Shimizu who are interested in studying the physical specimens and associated field data.

This insect family represents a major strength in the Museum’s New Zealand entomology collection.

Over 80 people were shown through the Museum’s storerooms this year on the Best Dressed tours during the 2015 Dunedin iD Fashion Week.

Collection Officer Jamie Metzger led four fully-booked excursions through the textiles collection, which received high praise in Otago Daily Times and The Star reviews. Metzger was asked by the Southern Institute of Technology to schedule a fifth tour for a class who were visiting for iD Fashion Week.

People were wait-listed for each tour, and many showed in up in the Museum foyer on the day, hoping for last-minute cancellations.

The success of Best Dressed reinforced the wide interest the public has in the collection, and the Museum is committed to developing new opportunities to enable access through community-related events.

BEST DRESSED TOURS

Visitor comment:“I’ve been living 1 year

in Australia and I’ve been travelling 3 months

around New Zealand. This is one of the best

museums I’ve ever been. This place is awesome.

Keep going”.

The new Conservation team began a productive year with the appointment of Conservation Manager Nyssa Mildwaters in August 2014 and ended with the appointment of Conservator Lisa Yeats in June 2015.

A conservation lab was established and 2,135 objects in the Museum’s collection were assessed and/or treated. The conservation work to be done on these objects was evaluated and a comprehensive plan for conservation to 2020 was developed. Mildwaters established links within the community through talks at University of Otago departments and the University of the Third Age. She offered support and services to regional museums, and connected with Toitū Otago Settlers Museum and the Dunedin Public Art Gallery for disaster planning and resource sharing.

CONSERVATION UPDATESMildwaters and Yeats will continue to promote the Museum’s conservation lab through a new website page, social media and education programmes with schools and the University of Otago.

They have also undertaken contract conservation work on external public and private collections, and look forward to offering such services in the future.

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Marine biologist Dr Caroline Loch has taken up a part-time Research Officer role in the Natural Science team.

The role was created to support and enrich the Museum’s marine mammal skeletal collection and to demonstrate the valuable research potential of museum collections.

One of Dr Loch’s research projects involves an unusual Cuvier’s beaked whale skull. Usually toothless, this specimen has small vestigial teeth which Dr Loch is examining for information about the toothed ancestry of beaked whales.

Other research involves bone and dental diseases and trauma in marine mammals from the Museum collection; it will provide

NATURAL SCIENCE COLLECTION RESEARCHinformation on the health and conservation status of dolphins and fur seals inhabiting our coasts.

Researchers Stefanie Grosser and Nic Rawlence from Professor John Walter’s laboratory at the University of Otago’s Department of Zoology have been focusing on the morphology and genetics of yellow-eyed and little blue penguins.

Their research uses samples from collections around southern New Zealand to examine the impact of human arrival on New Zealand’s coastal species.

Rawlence’s research revealed that the waitaha penguin was extinct by 1500 because of hunting and habitat loss after

Polynesian settlement. He also found evidence of yellow-eyed penguins arriving and colonising the vacant niche left by the waitaha’s extinction.

Grosser is using similar methods to determine the colonisation timing of an Australian lineage of little blue penguins. They only occur in Otago and Southland and are distinct to the older New Zealand lineage found north of this range.

The Museum’s modern collection and archaeological midden material were particularly valuable to both researchers.

The Otago Museum’s Humanities collection continues to be a valuable resource for researchers in Dunedin and around the world, with 55 access requests fielded this year.

A 3,500-year-old cuneiform inscription in the Museum’s collection was translated

HUMANITIES COLLECTION RESEARCHand identified as one of only five known inscriptions of Hašmar-Galšu, a ruler of the ancient Sumerian city of Nippur.

The translation was made by Assyriologists Wayne Horowitz and Peter Zilberg of the Hebrew University in Jerusalem and Larry Stillman of Monash University in Melbourne.

Both are part of the Cuneiform in Australia and New Zealand project, which aims to translate all cuneiform inscriptions in known New Zealand and Australian collections.

Dunedin Landcare Research scientist Dr Priscilla Wehi used fur strands from a kurī (Māori dog) cloak from the Museum’s collection in her research into their extinction, which occurred around 150 years ago.

MĀORI COLLECTION RESEARCHKurī were brought to New Zealand by Māori for food, clothing, hunting and companionship. As an important part of the early Māori economy, information about their extinction could help inform our understanding of human-ecological relationships.

Dr Wehi found the Museum’s cloak particularly useful in her research because it came from a known location, which is not always the case with such taoka in museums. Dr Wehi’s research was profiled in the Otago Daily Times and the New Zealand Herald.

COLLECTIONS DASHBOARD

access requestsitems conserved items RFID tagged items assessed

891,147 1,344 17,624

Humanities: 34 Natural Science: 34 Māori: 23 Gifts: 102

Access requests

Audit statistics

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PUBLICATIONSGeneral

Otago Museum (2014). Gifts and Legacies. Dunedin, New Zealand: Otago Museum Trust Board.

Griffin, I. 2015. Twelve weekly ‘Sky Watch’ articles in the Otago Daily Times.

Otago Museum, 2014–15. Three articles in the ‘Cool and Collected’ column in the Otago Daily Times.

Humanities

Hannah, R. (2014). The Horologium of Augustus as a sundial: Addendum. Journal of Roman Archaeology, Supplement, 147–48.

Hannah, R., & Magli, G. (2014). Light at the Pantheon. In C. Ruggles (Ed.), Handbook of Archaeoastronomy and Ethnoastronomy (.1651–1658). Heidelberg, Germany: Springer.

Hannah, R. 2014. ‘Ancient Greek Calendars’. In C. Ruggles (Ed.), Handbook of Archaeoastronomy and Ethnoastronomy (pp.1563–1571). Heidelberg, Germany: Springer.

Hannah, R. (2015). The roles of observational astronomy in ancient Greece. Scientific Culture, 1(2), 47–56.

Malthus, J. (2015). A Darker Eden Catalogue essay in A Darker Eden: Fashion from Dunedin. A catalogue published to accompany an exhibition, by the New Zealand Fashion Museum and the Otago Polytechnic School of Design, 2015, pp7–9.

Malthus, J. (2015). Designer Profiles: NOM*d, Mild Red, Carlson, iD Dunedin, and 21 Otago Polytechnic graduates. In New Zealand Fashion Museum and Otago Polytechnic School of Design (Eds.), A Darker Eden: Fashion from Dunedin (pp10–27).

Malthus, J., & White, M. (2014). A recent donation. Context, 28, 51–52.

White, M., & J. Malthus. (2014). Fashionable gold. Context, 28, 53–56.

White, M. (2014). New Zealand’s first antiquities legislation: The Maori Antiquities Act 1901 and a proposal for a national Maori museum. In A. E. Allen, D. B. Waite (Eds.), Repositioning Pacific Arts Artists, Objects, Histories. United Kingdom: Sean Kingston Publishing.

White, M. (2014). Book review: Tradition and Change in Maori and Pacific Art: Essays by Roger Neich, Clarke, Pereira, Prickett (Eds.). Journal of Pacific Archaeology, 15(2), 117–118.

Natural Science

Harris, A. C., & Durry, A. (2014). Some reactions to bites by spiders of the genus Uliodon (Zoropsidae) in southern New Zealand. Weta, 47, 62–66.

Harris, A. C. (2014–15). Occurrence of Anabarhynchus fuscofemoratus Lyneborg, 1992 (Diptera: Therevidae). Note. Weta, 48, 55.

Harris, A C, (2014–15). 52 weekly ‘Nature File’ articles in the Otago Daily Times.

Kaulfuss, U., Lee, D., Barratt, B., Leschen, R., Larivière, M., Dlussky, G., Henderson, I., & Harris, A.C. (2014). A diverse fossil terrestrial arthropod fauna from New Zealand: evidence from the early Miocene Foulden Maar fossil lagerstätte Lethaia.

Kaulfuss, U., et al., (2014). An early Miocene ant (subfam. Amblyoponinae) from Foulden Maar: the first fossil Hymenoptera from New Zealand. Alcheringa: An Australasian Journal of Palaeontology, 38(4), 568–574.

Rayment, W., Dawson, S., & Webster, T. (2015). Breeding status affects fine-scale habitat selection of southern right whales on their wintering grounds. Journal of Biogeography, 42(3), 463–474.

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PUBLICATIONSPublications containing Otago Museum collection content

Anderson, A.J., Binney, J., & Harris, A. (2014). Tangata Whenua: an illustrated history. Wellington, New Zealand: Bridget Williams Books. Arrington, N. (2015). Ashes, Images, and Memories: The Presence of the War Dead in Fifth-Century Athens. United Kingdom: Oxford University Press.

Barnett, S., & McLean, C. (2014). Tramping: a New Zealand History. Nelson, New Zealand: Craig Potton Publishing.

Barwell, G. (2014). Albatross. London, United Kingdom: Reaktion Books.

Boessenecker, R. W., & Fordyce, R. E. (2015). A new Eomysticetid (Mammalia: Cetacea) from the Late Oligocene of New Zealand and a re-evaluation of Mauicetus waitakiensis. Papers in Palaeontology, 1(2), 107–140.

Caughley, V. (2014). New Zealand’s historic samplers: our stitched stories. Auckland, New Zealand: Bateman.

Tsai, C.-H., & Fordyce, R. E. (2015). Ancestor-descendant relationships in evolution: origin of the extant pygmy right whale, Caperea marginata. Biology Letters 11(1).

Cree, A. (2014). Tuatara: Biology and conservation of a venerable survivor (584). Christchurch, New Zealand: Canterbury University Press.

Dillon, M. (2015). Omens and Oracles. Divination in Classical and Archaic Greece. United Kingdom: Ashgate Publishing.

Jansen J. J. F. J. & van der Miie, S. D. (2015). Review of the mounted skins and skulls of the extinct Falkland Islands wolf, Dusicyon australis, held in museum collections. Archives of natural history, 42(1), 91–100.

Rawlence, N. J. et al. (2015). Radiocarbon-dating and ancient DNA reveal rapid replacement of extinct prehistoric penguins. Quaternary Science Reviews, 112, 59–65.

Waterfield, H. (2015). James Edward Little: Dealer, Faker, Inept Thief. Tribal Art, 76, 120–129.

Wood, J. R., & Wilmshurst, J. M., (2014). Late Quaternary terrestrial vertebrate coprolites from New Zealand. Quaternary Science Reviews, 98, 33–44.

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GOAL TWO:ENGAGING OUR COMMUNITYPROGRAMMES HIGHLIGHTS

In the 2014–2015 financial year the Museum offered 1,187 free events and activities, not including free exhibitions and displays throughout the Museum. An additional 1,690 paid events were offered, some of which were held in Discovery World Tropical Forest and were free as part of visitors’ entry into that space.

The World Première of FlutterMusic première and multisensory experience ($35). 29 November.

Bug FairMeet the bugs with Ruud Kleinpaste (free). 10 January.

Intersections Floor TalkSpecial exhibition presentation (free). 21 March.

Best DressedExclusive basement tour (free). 22 and 23 April.

Wildlife Photography Field Trip Allans Beach excursion ($20). 2 May.

Dinosaurs and Space ShuttlesPublic talk (free). 5 May.

Aurora australis: beauty while you sleepExpert panel (free). 13 May.

Best Science Show in the History of the World Ever!Discovery World show (free with Discovery World Tropical Forest admission). Every Saturday and Sunday, daily during school holidays.

The 2015 Otago Wildlife Photography Competition attracted the most entries in its 16-year history, with 1,417 photos submitted across the animal, plant and environmental impact categories.

High numbers weren’t the only record set by the 2015 competition; this year marks the first time the competition was won by an entrant in the 14 years and under age group. Chester Rosie was dubbed Otago Wildlife Photographer of the Year for his image Sharing the sky.

This year also saw the introduction of a new video category, wildlife in action, which was open to all ages. Brian Anderson was the category’s first winner with his video Parenting.

2015 OTAGO WILDLIFE PHOTOGRAPHY COMPETITION

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This exhibition explores the moments of intersection in the lives of renowned artist Ralph Hotere and fellow artists through his personal ceramics collection. Over 70 artworks are displayed as testaments to the connections that permeated Hotere’s personal and professional life.

Barry Brickell, master ceramicist and close friend of Hotere, attended the opening of the exhibition, in which some of his works featured. He thought visitors would appreciate the opportunity to touch the ceramics in the displays, so created four touchable tiles, which were added to the exhibition.

Intersections received a review in Art New Zealand’s June issue and was entered into the Designers Institute of New Zealand’s Best Awards in the Best Spatial Design category.

INTERSECTIONS: CERAMICS FROM RALPH HOTERE’S PERSONAL COLLECTION

The Museum’s summer exhibition, developed by the in-house exhibitionteam, drew more than 40,000 visitors over its four and a half months.

The exhibition featured over 800 pinned and wet specimens from the Museum’s collection, and showcased the amazing and often peculiar characteristics of bugs.

From navigating by the stars to super strength to near-perfect camouflage, the adaptations bugs have evolved over millennia are often underappreciatedor overlooked.

BUGS: THE MEGA WORLD OF MINIBEASTSBugs aimed to challenge preconceived notions and shine a spotlight on these misunderstood minibeasts while showing how important they are to our environment, our economy and our everyday lives.

Eighty-eight percent of visitors surveyed rated the exhibition good to excellent. The interactive bug gym was a particularly popular attraction throughout the exhibition. It was developed in collaboration with Otago Polytechnic and tested visitors in relation to the abilities of various bugs.

17

This touring exhibition was curated by the UK-based Arts Catalyst and commissioned by the British Council. It highlighted the interplay between art and science in Antarctic architecture.

Models, architectural drawings, photographs and films gave visitors insight into the ingenuity required to build in one of Earth’s harshest environments. Ice Lab also featured cutting-edge research taking place in Antarctica, from collecting 4.5 billion year old meteorites to drilling ice cores that tell the story of Earth’s climate history.

The Southern Regions Sled Dog Club performed a live demonstration to open the exhibition, taking visitors for mini mushes through the Museum Reserve. The hard-working dogs succeeded in stopping scores of passers-by and gained quite a few new fans.

ICE LAB: NEW SCIENCE AND ARCHITECTURE IN ANTARCTICA

Gifts and Legacies celebrated the stories of over 45 Museum benefactors, including Ernest Shackleton and Sir Walter Buller. It was illustrated by objects donated to both the humanities and natural science collections, including kimono donated by Dunedin’s sister city of Otaru, Japan, a shark-bitten surfboard and a collection of deer foetuses.

The Museum produced a limited-run catalogue to accompany the exhibition, featuring all of the benefactors from the exhibition.

The publication also included information about responsible collecting, growing the Museum’s collection and how to donate. It was produced in-house, the first time such a venture had been undertaken since The Big Ice in 2006.

A line of merchandise based on donors’ objects, including 3D-printed jewellery, T-shirts and cards, was sold in the Museum Shop to complement the exhibition.

GIFTS AND LEGACIES

Visitor comment:“Very impressive

Special Exhibition on collections and people

who donated. As a museum professional I thought

it most impressive”.

18

The Otago Museum hosted a new pop-up exhibition called the Sandpit, which was developed by Dr Jenny Rock at the University of Otago’s Centre for Science Communication and built by workSpace at the Otago Polytechnic. This versatile, interactive space is used to communicate contemporary scientific issues.

The first display in this space was Look Beneath the Surface, curated by Masters student Ali Rogers.

It showcased the work being done to look after the Otago shoreline through the the New Zealand Marine Science Centre’s Marine Meter Squared project.

SCICOM SANDPITMM² is a citizen science project wherein members of the community survey a section of the beach, looking at the species that are present and their abundance.

Participants enter their count into an online database that collates the information, readying it for scientists and organisations to assess and use to analyse the health of the shoreline.

2014–15 EXHIBITIONS Exhibition Dates Visitor numbersBrian Brake: Lens on the world 1 March 2014–20 July 2014 3,147 (from 1 July 2014)Heritage Lost and Found: Our Changing Cityscape 22 March 2014–31 August 2014 2,052 (from 1 July 2014)2014 Otago Wildlife Photography Competition 29 May 2014–12 October 2014 10,437 (from 1 July 2014)Gifts and Legacies 16 August 2014–23 November 2014 11,319Ice Lab: New Architecture and Science in Antarctica 6 December 2014–1 March 2015 20,773Bugs: the Mega World of Minibeasts 20 December 2014–10 May 2015 40,639Intersections: Ceramics from Ralph Hotere’s Personal Collection 21 March 2015–6 September 2015 18,393 (at 30 June 2015)2015 Otago Wildlife Photography Competition 4 June 2015–27 September 2015 4,690 (at 30 June 2015)

EDUCATIONThe Education team, now part of Collections and Research, had another busy andsuccessful year, exceeding all targets. Attendance at LEOTC programmes was 222% of their total target.

An extremely successful second half of the year accounted for nearly two-thirds of school visits, which is most likely due to the popularity of the Bugs: the Mega World of Minibeasts exhibition.

The team has also been collaborating with the Methodist Mission in Dunedin on potential programmes for their students. The Museum and the Mission are in talks with the Ministry for Social Development for funding, and aim to begin delivering the programmes together during the final school term of 2015.

The Education team is also looking into ways to increase the number of visits from Southland and regional schools in the next financial year, as these showed the lowest visitation numbers.

Education Manager Kimberley Beckett’s Unlocking Curious Minds initiative received $20,000 in funding from the Ministry of Business, Innovation and Employment, one of many projects which promise an exciting year of outreach to come.

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COMMUNITY COLLABORATIONS The Programmes and Events team continued to develop popular programmes through collaboration with local and national organisations.

These collaborations are a vital part of building an outward-looking and inclusive culture, and strengthening the Museum’s relationships within Otago.

The Museum worked with the University of Otago on a number of programmes. The Flutter concert featured the worldwide debut of a piece inspired by the Tropical Forest from Mozart Fellow Jeremy Mayall, while the Department of Botany supported the reading of Jack’s Garden as part of the spring storytelling series.

The Royal Society of New Zealand and the Museum hosted free public talks from national and international speakers. Forensic pathologist Dr Phil Manning investigated the link between dinosaurs and space shuttles, Professor Atholl Anderson spoke about the first great phase of oceanic colonisation as detailed in his book Tangata Whenua: An Illustrated History and Dr Martin Reyners posed the question How do out tectonic plates lock together?.

The free talk Aurora australis: beauty while you sleep was moved to Foysyth Barr Stadium due to public interest and a second talk scheduled. Both talks were fully booked with a total attendance of over 900.

Heritage New Zealand and the Museum collaborated on a very successful lecture and workshop series to complement the Heritage Lost and Found: Our Changing Cityscape exhibition. Local experts spoke on a variety of topics, from conserving our built heritage to researching your own home.

PROGRAMMES DASHBOARD

total events paid events free events students attending sleepovers

parties students attending daytime education programmes

2,877 1,690 1,187 1,741 71 7,356

SURVIVING CHUNUK BAIR: H D SKINNER AT GALLIPOLIFormer Otago Museum Director H D Skinner was one of over 24,000 ANZAC soldiers injured during the Gallipoli campaign in WWI.

He was awarded the Distinguished Conduct Medal for carrying an urgent message to headquarters under heavy fire during the Battle of Chunuk Bair.

The new Surviving Chunuk Bair: H D Skinner at Gallipoli display will immerse viewers in his experiences of the battlefield through the items he used, the images he collected, the medals he received and the letters sent to friends and family in New Zealand.

The display opens in the People of the World Gallery on 7 August 2015.

Image: On loan from H D Skinner’s family

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GLAM IN DUNEDINOver 230 gallery, library, archive and museum (GLAM) professionals gathered at the Otago Museum in May 2015 for the annual Museums Aotearoa conference. The fully-booked, three-day event included mini conferences, breakout sessions and talks from keynote speakers Dr Phil Manning and the Right Honourable Maggie Barry, Minister of Culture and Heritage.

Events also took place at Toitū Otago Settlers Museum, the Dunedin Public Art Gallery, Olveston Historic Home and the Hocken Collections. The 2015 conference was educational, inspiring and a true showcase of all Dunedin has to offer.

STRONG START TO SCIENCE ENGAGEMENT The new Science Engagement team, created part-way through the financial year, has had a strong start.

The First Flight programme in the Tropical Forest saw an 81% increase in attendance from the last financial year. This can be partly attributed to the additional daily show now offered on weekends and holidays.

The Best Science Show in the History of the World Ever! debuted to packed theatres, necessitating a move to a larger venue on more than one occasion to accommodate the number of visitors.

The next year promises to be even busier, with the addition of the planetarium and its shows, and the continuation and expansion of the current offerings in Discovery World and Tropical Forest.

21

GOAL THREE:BUSINESS SUSTAINABILITY

Education Manager Kimberley Beckett was awarded a $20,000 grant from the Ministry of Business, Innovation and Employment for the science engagement proposal she submitted to their Unlocking Curious Minds initiative.

Her project, A Family Science and Technology Experience, will bring hands-on science explorations and investigations to local and regional schools. The free, on-site events require no pre-existing science knowledge, which Beckett hopes will engage a range of children and families who might not usually be reached withsuch a programme.

The Museum is involved in two other initiatives that received funding as part of MBIE’s Unlocking Curious Minds.

These are Lab in a Box: Taking Science to the Country with Associate Professor Peter

A busy year saw 219 functions booked throughout the Museum venues.

Growing the wedding and meetings market is a strong focus, and an exciting new venue will become available in December with the opening of the planetarium. The immersive, interactive gallery leading into the planetarium will bring the total number of Museum venues to eight.

FUNDING FOR SCIENCE PROJECTS

MUSEUM VENUES

Dearden at the University of Otago and Illuminating New Zealand with Associate Professor Cather Simpson at the University of Auckland.

All three initiatives fall in line with the Museum’s goal of increasing science engagement on a local and national level, and establishing links within the community and academia.

The Participatory Science Platform initiative was identified in the Science in Society strategic plan, A Nation of Curious Minds.

Otago was selected as one of three regions to pilot a programme where contestable funds, support and scientific expertise will be made available to community groups, schools, kura, local rūnaka, businesses and other organisations who may have a research idea that they need help bringing to life.

The Otago initiative is a collaboration between the Otago Museum, the University of Otago, the Otago Polytechnic, Ngāi Tahu and the New Zealand International Science Festival. The collaboration (Otago Science Into Action) will be led by the Otago Museum and received a $150,000 MBIE grant.

The ground floor of the Museum welcomed a fresh look with the relocation of the Info Desk and Shop entrance.

The Shop received a new coat of paint and a rearranged layout to better display its offerings.

The Café’s new menus, labels logo and paint job have been a hit with customers.

NEW LOOK FOR CAFÉ, SHOP AND FOYER

The Café was nominated in the

Otago Daily Times’ search for the

best cup of coffee in the South in July 2014.

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The Museum was awarded Qualmark Endorsed Visitor Activity status on 30 October 2014.

The Qualmark evaluation looked at all facets of the institution, including customer satisfaction, staff training and satisfaction, heritage and cultural awareness, health and safety and business operations.

QUALMARK AND ENVIROGOLD STATUS The restoration of the H D Skinner Annex was especially praised in the report, citing business and environmental sustainability.

The Museum also received EnviroGold status, the highest level achievable, as part of the same evaluation.

As a part of its commitment to business and environmental sustainability, the Otago Museum invested in a KONE 300 Monospace Fure lift.

NEW ECO-FRIENDLY LIFTThis faster, greener lift uses a quarter of the energy of the old hydraulic lift, reducing the estimated lifetime electricity costs from $42,000 to $10,400.

A regenerative drive creates electricity as the lift descends and energy-efficient LED bulbs reduce the amount of greenhouse gas emissions by 75%.

FUNDING

Otago Community Trust$100,000

Marjorie Barclay Trust$45,000

Perpetual Trust Ltd$17,500

Ministry of Culture and Heritage$8,696

Ministry of Education$83,560

Ministry of Business, Innovation and Employment$189,865

DONATIONS

FUNDING RECEIVED

CONTRACTED FUNDING RECEIVED

TOTA

L RE

CEIV

ED $

457,8

58.0

0

CASH DONATIONS Cash donations$13,238

23

GOAL FOUR:AN OUTWARD-LOOKING AND INCLUSIVE CULTURE

The Otago Museum’s participation in the Museums Aotearoa annual survey, which provides the museum sector with better information about its visitors, provides a national benchmark that allows the Museum to view its results in a wider museum context.

OTAGO MUSEUM PERFORMS WELL IN NATIONAL SURVEY

Results for the Otago Museum showed that in the 17–22 March survey period, visitor satisfaction was at 87%, 4% higher than the national average.

A diverse range of visitors attended the Museum, with a particular skew towards people with an undergraduate qualification

The Otago Community Trust continued its support of the Museum with a $100,000 grant towards the planetarium and stage one of the Discovery World redevelopment. A particular focus for the Trust is to support organisations encouraging young people to look to their futures.

The Discovery World redevelopment plans to engage visitors through hands-on interactives, immersive experiences and learning opportunities.

SUPPORTING SCIENCE ENGAGEMENTThe Barclay Trust gifted the Museum $45,000 to be used towards interactive exhibits within this new centre for science engagement. Nerissa Barber of the Dr Marjorie Barclay Trust visited the Museum with her husband David Morriss as part of a tour of Dunedin institutions who benefit from the Trust’s generosity.

While at the Museum they attended a media launch announcing the greenlighting of the planetarium and Discovery World

(21%), which corresponds to the national data.

The 2015 survey showed the Museum is reaching its target audience, with 49% of visitors from Dunedin, a further 14% from the Otago region, 12% from elsewhere in New Zealand, and 26% from overseas.

FUTURE COLLABORATIONS2014–2015 has been a great year of collaboration for the Museum.

Two of the exhibitions scheduled for the 2015–2016 financial year, Who Cared? Otago Nurses in WWI and Hākui: Women of Kāi Tahu, have seen the Museum work closely with external groups.

The Museum is collaborating with staff and students at Otago Polytechnic School of Design to create Who Cared? Otago Nurses in WWI. The exhibition is based on the historical novel Lives We Leave Behind by Dr Maxine Alterio.Third year communication design students are working to develop the exhibition as part of their coursework, with support and guidance from Museum staff.

Hākui: Women of Kāi Tahu is scheduled to open in November 2015. The Museum has consulted closely with rūnaka to guide the development and execution of the exhibition and related functions and programmes.

redevelopment project, giving the trustees an understanding of the Museum’s future.

The Dodd-Walls Centre for Quantum and Photonic Technologies has appointed the Museum to deliver their science outreach programmes, contributing $65,000to support an Outreach Coordinator and develop science interactives that engage people with light and physics.

24

A new Health and Safety reform bill is expected to pass this year. The Museum’s proactive Health and Safety policies already in place ensure that the organisation is well-prepared for the legislative changes.

HEALTH AND SAFETY AWARENESSThe Health and Safety Committee have ensured that Health and Safety awareness permeates all aspects of work at the Museum.

All employees are trained on induction. Refresher courses ensure full and up-to-date knowledge of legislation and guidelines.

Health and Safety briefings are presented in staff forums and updates are communicated via the Museum intranet.

A new Health and Safety plan has been written for the coming year and will continue to support this active and fully-engaged mindset in the future.

The Trust Board approved the budget for a new planetarium in December 2014, after the management team demonstrated it was viable and had community support.

Project Manager Margot Devereux has had a busy six months. The planetarium dome and projectors were ordered from Evans and Sutherland in Salt Lake City, Utah, USA; contractors and consultants were hired; a consent application was approved by the Dunedin City Council; and demolition began. Construction work started in June 2015, and the planetarium is anticipated to open in early December 2015.

The Museum hired Oana Jones as Full Dome Producer in May 2015. Her role is to produce and animate shows for the planetarium. The first show, Mārama ā-whetū, shares the

PLANETARIUM AND DISCOVERYWORLD REDEVELOPMENT

Māori myths and legends associated with the southern night skies and tells the story of Polynesian navigation to Aotearoa.Stage 1 of the Discovery World redevelopment includes a redesign of

the space adjacent to the planetarium into an immersive digital gallery. This will be delivered by the Wellington-based Gibson Group.

Museum staff travelled around the world and brought back new skills, knowledge and ideas to continue the Museum’s development.

Curator, Natural Science Emma Burns travelled to Thailand to work with and learn from master taxidermist Eirik Granqvist.

Burns also connected with professionals and researchers in Thailand and across the world. She shared some of the Museum’s collection management techniques in presentations to staff at the Thailand Natural History Museum as they continue to develop collection best practices. Burns is excited to practice her

LEARNING ABROAD

Since introducing the volunteer programme, eight new volunteers have been recruited to assist with the Museum collection.

VOLUNTEERS WELCOMEDVolunteer work ranged from helping with exhibitions such as Bugs: the Mega World of Minibeasts, to more specific tasks like working on the Natural Science elephant seal project.

preparation and taxidermy skills, and aims to apply her new knowledge to the specimens in the Museum’s collection.

Full Dome Producer Oana Jones and Developer, Systems and Interactive Media Andrew Charlton travelled to Evans and Sutherland’s headquarters in Salt Lake City to train on the new planetarium’s software. The Digistar 5 system is one of the most advanced systems available for digital planetariums. Jones and Charlton are eager to reveal its capabilities to visitors with the opening of the planetarium in December 2015.

All new volunteer opportunities are listed on the Otago Museum website, and interested parties can apply via the online portal.

25

Amadeo Enriquez Ballestero: Assisted with development of Marine Metre Squared programme, Our Seas, Our Future; ran science communication workshop for secondary teachers, University of Otago’s Advanced School Sciences Academy; Discovery World Out and About Science Show, Weston School, Oamaru; Discovery World Out and About Science Show, South Otago A&P Show, Balcultha; Discovery World Out and About Science Show, Brighton Beach Gala Day; Discovery World Out and About Science Show, Thieves Alley Market Day; Discovery World Out and About Science Show, Coastal Otago Scouts Founder’s Day; Discovery World Out and About Science Show, North Otago A&P Show

Amadeo Enriquez Ballestero and Isobel Andrewartha: Dunedin City Libraries, Mosgiel, Summer Reading Program Celebration

Kimberley Beckett: LEOTC – Technology, Technology Educators New Zealand; Science Providers Expo, Otago/Southland Teachers; Discovery Squad Out and About, North Otago Museum; LEOTC Education for Secondary, Bayfield High School; LEOTC – Museum Education, University College of Education; Museum Education: Social Science and Technology, University College of Education; Discovery Squad Out and About, North Otago Museum

Samantha Botting: The Evolution of New Zealand’s Big Birds, U3A Alexandra

Caroline Cook: Board member, Dunedin Host; Sector Representative for DCC Premier and Mayor Event Funding Committee; Planning Committee, Museums Aotearoa 2015; Tertiary Planning Committee

Ian Griffin: Board Member, Museums Aotearoa; ICOM NZ Board member, International Council of Museums New Zealand; Science Engagement at the Otago Museum, Anatomy Department; Future of Otago Museum, Association of Friends of the Otago Museum; Future of Otago Museum, AGM Otago Art Society; How the Hubble Telescope Works, RSNZ Wanaka Branch; The Night Sky, Fairfield Probus; Being a Scientist, Gifted and Talented Programme, North East Valley Normal School; Future of Otago Museum, Port Chalmers Lions; Future of Otago Museum, Rotary Club; Future of Otago Museum, Dunedin Budget Advice AGM; Discovery Squad Out and About, South Otago Museum; Asteroids and Armageddon, Dunedin Astronomical Society; Astronomy, Macandrew Bay School; Future of Otago Museum, Business after Five at Otago Museum; Future of Otago Museum, Milton Ladies Probus; The Otago Museum, Dunedin Young Professionals; University Graduation Address - Be Bold, Be Brave, Be Humble, University of Otago graduation address; Aurora australis: beauty while you sleep, Forsyth Barr Stadium; Future of Otago Museum, Silverstream Women’s Club, Mosgiel; History and Future of Otago Museum, U3A Talk, Dunedin;

GIVING BACK 2014–2015The Night Sky, Port Chalmers Historical Society; Matariki, The Universe and Everything, Dunedin Pecha Kucha

Vicki Lenihan: He pātaka toi, Pecha Kucha/Puaka Matariki Dunedin Festival; Science communication made simple, Sports Technology students at University of Otago

Carolina Loch: Board member, Latin American Society of Experts in Aquatic Mammals; Board member, Society for Marine Mammalogy

Jane Malthus: Textiles, Ladies Fellowship Group for Caversham Baptist Church

Jamie Metzger: Developed, installed and deinstalled Columba College 150th birthday exhibition; The Eden Hore Collection: Exploring scenarios for re-display, Costume and Textile Association of New Zealand

Jamie Metzger, Scott Reeves, Craig Scott: Assisted install and deinstall of South Otago Museum exhibition at Dunedin Railway Station

Nyssa Mildwaters: Conservation consultation, North Otago Museum, University of Otago, Olveston Historic Home; Conservation consultation and materials, Portobello Museum; Conservation at Otago Museum, Association of Friends of the Otago Museum; Conservation/agents of deterioration Pecha Kucha talk, MA Regional Forum; Beyond Ballgowns and Boleros, Costume and Textile Association of New Zealand; Conservation in Archaeology, Otago University Anthropology and Archaeology Department; Damage, Displays and Disasters: Conserving Museum Collections,

The University Club

Nyssa Mildwaters and Lisa Yeats: Conservation at Otago Museum: An Overview, U3A Dunedin

Robert Morris: Collections and Research, Museums Aotearoa

Richard Powell: Helped install and deinstall 150th birthday exhibition, Columba College

Scott Reeves: Weapons in the Otago Museum collection, DunDead Ignite talk

Craig Scott: Designed panels for Urban Nature initiative, Department of Conservation; External Advisory Board member, Otago Polytechnic School of Design; Putting Theory into Practice, Otago Polytechnic Design Students

Ellen Sima: Pecha Kucha Bugs Interactive, U3A Dunedin

Kate Timms-Dean: LEOTC Education, Sacred Heart School; Discovery Squad Out and About, South Otago Museum

Trudi Webster: Ecology Career Pathways, Ecology Students, University of Otago

Moira White: Helped organise annual symposium, Costume and Textile Association of New Zealand

Otago Museum staff entered teams in Relay for Life, Junk Free June and Movember to raise awareness of and money for the Cancer Society of New Zealand and the Movember Foundation.

26

Appendix AAUDIT 2014–2015OTAGO MUSEUM ANNUAL PLAN

STATEMENT OF SERVICE PERFORMANCE

COMMENTARY AND OUTCOMES

The Otago Museum’s Statement of Service Performance for the 2014–2015 financial year will report on the goals determined in the 2014–2015 Annual Plan.

27

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as b

een

inve

stig

ated

to b

ring

the

Mus

eum

co

llect

ion

in li

ne w

ith in

tern

atio

nally

acc

epte

d Cr

eativ

e Co

mm

ons

licen

sing

. Im

ages

of o

bjec

ts,

alon

g w

ith a

ssoc

iate

d m

etad

ata,

will

be

publ

ishe

d on

line

as c

opyr

ight

is d

eter

min

ed a

nd c

lear

ed,

whe

n th

e ne

w w

ebsi

te h

as b

een

laun

ched

and

DA

MS

plat

form

com

mis

sion

ed.

A re

vise

d ac

cess

requ

est f

orm

was

dev

elop

ed a

nd m

ade

avai

labl

e on

line

to p

rovi

de s

impl

er a

cces

s to

obj

ects

requ

este

d fo

r res

earc

h pu

rpos

es. T

wo

form

s ha

ve b

een

mod

ified

: res

earc

her a

cces

s an

d fa

mily

acc

ess

requ

ests

.

28

A W

ORL

D-C

LASS

CO

LLEC

TIO

N

OU

TCO

MES

IN

DIC

ATO

RS

PERF

ORM

AN

CE M

EASU

RES

ACH

IEV

ED O

R N

OT

ACH

IEV

ED

PERF

ORM

AN

CE S

TATU

S

Impr

ove

acce

ss to

ou

r col

lect

ion

for

all

and

incr

ease

the

num

ber o

f re

sear

cher

s ac

cess

ing

our

colle

ctio

n

Dem

onst

rate

how

the

colle

ctio

n ha

s be

com

e m

ore

acce

ssib

le fo

r all

ACH

IEV

ED:

Onl

ine:

20

14/1

5 –

8,86

1 co

llect

ion

item

s ac

cess

ible

on

web

site

; 11,

000

read

y fo

r upl

oad

to w

ebsi

te

2014

/15

– ch

at s

how

-sty

le v

ideo

cl

ips

show

casi

ng th

e co

llect

ion

on

Ota

go M

useu

m s

ocia

l med

ia

chan

nel

On-

site

: 20

14/1

5 –

thre

e in

-hou

se

exhi

bitio

ns a

nd th

ree

focu

s ca

ses

deve

lope

d A

CHIE

VED

: O

ff-s

ite:

2014

/15

– th

ree

airp

ort d

ispl

ays

crea

ted

It w

as d

ecid

ed to

wai

t unt

il th

e la

unch

of t

he n

ew w

ebsi

te in

Nov

embe

r 201

5, a

nd th

e in

stal

latio

n of

the

new

DA

MS,

to m

ake

obje

cts

avai

labl

e w

ith a

dvan

ced

acce

ss fu

nctio

nalit

y.

A n

ew c

once

pt s

aw m

ore

peop

le a

ble

to a

cces

s th

e co

llect

ion

via

thei

r scr

eens

with

the

prod

uctio

n of

Ota

go M

useu

m D

iarie

s, a

hal

f-ho

ur in

terv

iew

-sty

le s

how

hos

ted

by D

ouga

l Ste

vens

on, w

hich

ai

red

on D

uned

in T

elev

isio

n (C

hann

el 3

9). T

he c

lips

are

also

ava

ilabl

e on

line

on th

e O

tago

Mus

eum

Yo

uTub

e ch

anne

l. O

f the

15

segm

ents

film

ed s

o fa

r, 1

3 ha

ve fe

atur

ed o

bjec

ts fr

om th

e co

llect

ion.

In

201

4–20

15 th

e O

tago

Mus

eum

cre

ated

sev

eral

hig

h-pr

ofile

free

exh

ibiti

ons

feat

urin

g th

e M

useu

m’s

col

lect

ion,

mak

ing

obje

cts

from

the

colle

ctio

n in

tere

stin

g an

d en

gagi

ng to

a w

ide

and

dive

rse

audi

ence

.

•G

ifts

and

Lega

cies

(16

Aug

ust–

23 N

ovem

ber 2

014)

: a s

how

case

of t

he b

enef

actio

n st

orie

s of

our

don

ors

and

supp

orte

rs. O

ver 9

0 ite

ms

wer

e di

spla

yed

and

a 11

8-pa

ge

book

was

pub

lishe

d to

sho

wca

se th

e do

nors

. A to

tal o

f 10,

436

visi

tors

vie

wed

the

obje

cts

over

thre

e m

onth

s.

•Bu

gs: t

he M

ega

Wor

ld o

f Min

ibea

sts

(20

Dec

embe

r 201

4–10

May

201

5) w

as th

e su

mm

er b

lock

bust

er e

xhib

ition

, att

ract

ing

over

42,

000

peop

le d

urin

g its

4.5

-mon

th ru

n.

Des

igne

d to

hig

hlig

ht th

e ad

apta

tions

of b

ugs,

and

thei

r im

port

ance

to th

e en

viro

nmen

t an

d ec

onom

ic h

ealth

of t

he w

orld

, thi

s ex

hibi

tion

show

case

d ov

er 8

00 s

peci

men

s fr

om

the

Mus

eum

’s c

olle

ctio

n.

•In

ters

ectio

ns: C

eram

ics

from

Ral

ph H

oter

e’s

Pers

onal

Col

lect

ion

(21

Mar

ch 2

014–

•6

Sept

embe

r 201

5) h

ad a

ttra

cted

ove

r 18,

864

visi

tors

as

of 3

0 Ju

ne 2

015.

Fol

low

ing

the

acqu

isiti

on o

f Ral

ph H

oter

e’s

cera

mic

s co

llect

ion,

it w

as d

ecid

ed to

exh

ibit

over

70

of th

e pi

eces

focu

sing

on

the

rela

tions

hips

bet

wee

n H

oter

e an

d th

e ar

tists

who

cre

ated

the

wor

ks. T

he e

xhib

ition

has

dra

wn

wid

e ac

clai

m fo

r its

con

tent

and

des

ign.

A

two-

case

exh

ibit

calle

d Th

e Se

cret

s of

Dis

play

sho

wed

how

a fr

agile

19t

h ce

ntur

y dr

ess

is

prep

ared

for p

rese

ntat

ion

to th

e pu

blic

. Thi

s co

inci

ded

with

the

2015

Dun

edin

iD F

ashi

on W

eek

and

drew

fash

ioni

sta

audi

ence

s no

t usu

ally

see

n at

the

Mus

eum

. Th

ree

exhi

bitio

n-th

emed

dis

play

s w

ere

set u

p at

the

Dun

edin

Inte

rnat

iona

l Airp

ort,

whe

re o

ver

700,

000*

peo

ple

trav

ellin

g to

or f

rom

Dun

edin

, or p

icki

ng u

p tr

avel

lers

, pas

sed

by th

em. T

he

disp

lays

feat

ured

ele

men

ts fr

om th

e Bu

gs: t

he M

ega

Wor

ld o

f Min

ibea

sts,

Inte

rsec

tions

: Cer

amic

s fr

om R

alph

Hot

ere’

s Pe

rson

al C

olle

ctio

n an

d G

ifts

and

Lega

cies

exh

ibiti

ons.

*D

uned

in In

tern

atio

nal A

irpor

t sta

tistic

s: h

ttp:

//w

ww

.dun

edin

airp

ort.

co.n

z/ai

rpor

tinfo

.php

29

A W

ORL

D-C

LASS

CO

LLEC

TIO

N

OU

T CO

MES

IND

ICA

TORS

PERF

ORM

AN

CE M

EASU

RES

Dem

onst

rate

how

num

bers

of r

esea

rche

rs

acce

ssin

g th

e co

llect

ion

has

grow

n fr

om

2013

/201

4 to

201

4/20

15

ACH

IEV

ED O

R N

OT

ACH

IEV

ED

ACH

IEV

ED:

2014

/15

– 89

acc

ess

requ

ests

20

13/1

4 –

84 a

cces

s re

ques

ts

ACH

IEV

ED:

Del

iver

y of

nin

e to

urs

arra

nged

for

rese

arch

ers

or s

peci

al in

tere

st

grou

ps w

ith a

rese

arch

focu

s

ACH

IEV

ED:

2014

/15

– 12

hon

orar

y cu

rato

rs

2013

/14

– 10

hon

orar

y cu

rato

rs

ACH

IEV

ED:

2014

/15

– lo

ans

to e

ight

in

stitu

tions

20

13/1

4 –

loan

s to

six

inst

itutio

ns

PERF

ORM

AN

CE S

TATU

S In

add

ition

to h

andl

ing

acce

ss r

eque

sts,

mor

e of

the

colle

ctio

n w

as m

ade

avai

labl

e to

rese

arch

ers

with

the

digi

tisat

ion

of 1

2,60

0 pr

edat

ory

spid

er-h

untin

g w

asps

, to

enab

le a

cces

s fo

r a v

isiti

ng

Japa

nese

ent

omol

ogis

t.

The

Hum

aniti

es te

am u

sed

high

-res

olut

ion

phot

ogra

phy

to e

nabl

e A

ssyr

iolo

gist

s fr

om Je

rusa

lem

an

d M

elbo

urne

to v

iew

and

tran

slat

e in

scrip

tions

in th

e M

useu

m’s

cun

eifo

rm c

olle

ctio

n. T

hese

im

ages

will

be

mad

e av

aila

ble

onlin

e vi

a th

e D

AM

S, w

hen

this

sys

tem

is e

mpl

oyed

. A

revi

ew o

f the

rese

arch

room

s is

und

erw

ay to

ens

ure

acce

ss to

the

colle

ctio

n is

mad

e ea

sier

th

roug

h ph

ysic

al r

elat

ion

to th

e co

llect

ion

and

to c

olle

ctio

n st

aff.

A

wid

e ra

nge

of re

sear

cher

s ac

cess

ed th

e co

llect

ion.

The

se in

clud

ed:

•A

rchi

tect

ure

Van

Bran

denb

urg,

Dun

edin

: acc

ess

requ

est t

o vi

ew a

list

of s

peci

es th

at

have

influ

ence

d th

eir w

ork.

Incl

udin

g bu

t not

lim

ited

to: b

ird w

ings

– s

play

ed, w

hich

ever

sp

ecie

s ar

e av

aila

ble;

woo

d pi

geon

; kea

; Gua

tem

alan

que

tzal

; she

lls: g

reat

gre

en tu

rban

sn

ail,

Calli

osto

ma;

top

snai

l; ci

rcul

ar s

aw s

hell;

ost

rich

foot

she

ll; S

peng

ler’

s tr

iton;

whe

lk

rock

bor

er; f

rille

d Ve

nus

shel

l; pa

per

naut

ilus

•Li

ncol

n U

nive

rsity

, Vic

tori

a Sm

ith: C

antu

aria

sp.

hol

otyp

es; U

nive

rsity

of O

tago

, Jos

hua

Corr

ie: f

ossi

l wha

le s

peci

men

s

•O

tago

Pol

ytec

hnic

: bot

any

colle

ctio

n. V

iew

ed a

nd d

iscu

ssed

Mus

eum

sto

rage

•Ye

llow

-eye

d Pe

ngui

n Tr

ust,

Dun

edin

: ite

ms

dona

ted

and

asso

ciat

ed w

ith P

eter

Chi

ld

Dr C

athe

rine

Smith

and

Dr R

osie

Cra

ne a

re n

ew a

ppoi

ntm

ents

. Hon

orar

y Cu

rato

rs h

ave

spec

ial

acce

ss p

rivile

ges

not a

vaila

ble

to o

ther

rese

arch

ers,

ena

blin

g th

em to

spe

nd m

ore

time

on th

eir

spec

ific

inte

rest

. M

akin

g ou

r obj

ects

ava

ilabl

e to

oth

er o

rgan

isat

ions

for e

xhib

ition

or r

esea

rch

is a

lso

a ke

y st

rate

gic

obje

ctiv

e. O

rgan

isat

ions

incl

uded

: O

utw

ard

loan

s to

:

Num

ber o

f obj

ects

U

nive

rsity

of O

tago

, Bot

any

Dep

artm

ent

4

Uni

vers

ity o

f Ota

go, G

eolo

gy D

epar

tmen

t

1 O

roko

nui E

cosa

nctu

ary

1

Uni

vers

ity o

f Ota

go, Z

oolo

gy D

epar

tmen

t

20

Uni

vers

ity o

f Ota

go L

ibra

ry, S

peci

al C

olle

ctio

ns

10

Don

ovan

Sci

entif

ic In

sect

Res

earc

h

6

30

A W

ORL

D-C

LASS

CO

LLEC

TIO

N

OU

TCO

MES

IN

DIC

ATO

RS

Fully

util

ise

our

colle

ctio

n as

an

inst

rum

enta

l too

l in

the

sele

ctio

n of

ite

ms

for t

he

rede

velo

pmen

t and

de

liver

y of

D

isco

very

Wor

ld

and

Tāng

ata

Whe

nua

PERF

ORM

AN

CE M

EASU

RES

Dem

onst

rate

that

the

prel

imin

ary

stag

es o

f se

lect

ing

item

s fr

om th

e M

āori

col

lect

ion

for t

he

rede

velo

pmen

t of T

ānga

ta W

henu

a ha

s be

gun

ACH

IEV

ED O

R N

OT

ACH

IEV

ED

ACH

IEV

ED:

Cura

tor,

Māo

ri ap

poin

ted;

pla

nnin

g un

derw

ay to

sta

rt d

igiti

satio

n of

M

āori

colle

ctio

n

PERF

ORM

AN

CE S

TATU

S A

com

plet

e su

rvey

of t

aoka

hel

d by

the

Ota

go M

useu

m m

ust b

e un

dert

aken

bef

ore

the

rede

velo

pmen

t of T

ānga

ta W

henu

a is

pos

sibl

e. T

he B

oard

has

agr

eed

to d

elay

the

open

ing

of th

e ne

w g

alle

ry u

ntil

2018

in o

rder

to b

e ab

le to

fully

ass

ess

the

Māo

ri co

llect

ion.

(Pre

viou

s op

enin

g da

te 2

016.

)

We

will

st

rate

gica

lly

deve

lop

our

colle

ctio

n.

Revi

ew a

nd re

vise

ou

r exi

stin

g co

llect

ion

polic

y,

whi

ch w

ill b

e w

ritte

n an

d ap

prov

ed b

y th

e O

tago

Mus

eum

Tr

ust B

oard

, and

co

ntin

ue to

acq

uire

ob

ject

s th

at a

re in

lin

e w

ith th

is p

olic

y

Revi

ew a

nd re

vise

col

lect

ion

polic

y, a

nd h

ave

appr

oved

by

Ota

go M

useu

m T

rust

Boa

rd

Com

men

tary

on

activ

e an

d pa

ssiv

e ac

quis

ition

s

ACH

IEV

ED:

Colle

ctio

n Po

licy

revi

ewed

and

ap

prov

ed b

y Bo

ard

Febr

uary

201

5 A

CHIE

VED

: 12

7 na

tura

l sci

ence

and

hum

aniti

es

item

s ac

quire

d pa

ssiv

ely,

act

ivel

y or

com

mis

sion

ed fo

r th

e co

llect

ion

The

Ota

go M

useu

m C

olle

ctio

n Po

licy

2015

–202

0 w

as a

ppro

ved

by th

e O

tago

Mus

eum

Tru

st B

oard

in

Feb

ruar

y 20

15.

Act

ive

Acq

uisi

tion

Nat

ural

Sci

ence

Num

ber o

f ite

ms

Det

ails

Sp

erm

wha

le a

mbe

rgris

18

Com

para

tive

grad

es

Act

ive

Acq

uisi

tion

Hum

aniti

es

N

umbe

r of i

tem

s D

etai

ls

Flor

al n

eckl

ace

– ka

hoa

heila

la

1

Cont

empo

rary

wor

k

'Ton

do'

1

Cont

empo

rary

wor

k fr

om 'T

ondo

' ser

ies

Th

ree

NZ

stud

io c

eram

ic w

orks

3 By

wel

l-kno

wn

pott

ers

Si

x st

udio

cer

amic

pla

tes

6

Plat

es th

row

n by

Tre

vor L

ewis

N

ew Z

eala

nd s

tudi

o ce

ram

ics

5

Mug

s an

d fla

sks

Cr

own

Lynn

bow

l

1

A C

row

n Ly

nn P

otte

ries

bow

l, de

sign

ed b

y

Fran

k Ca

rpay

Pass

ive

Acq

uisi

tion

Nat

ural

Sci

ence

Num

ber o

f ite

ms

Det

ails

M

antle

xen

olith

s

2

Min

eral

col

lect

ion

H

uhu

eggs

3

Ento

mol

ogy

Para

type

spe

cim

ens,

Sou

th Is

land

Dap

hnia

4

Ty

pes

Sout

h Is

land

goo

se e

gg s

hell

frag

men

t 1

Extin

ct N

ew Z

eala

nd b

ird c

olle

ctio

n Sh

eetw

eb s

pide

r (Ca

mbr

igea

ant

ipod

iea)

1

Ara

chni

ds

Flee

t foo

ted

spid

ers

(Nys

sus

colo

ripes

) 1

Ara

chni

ds

Vagr

ant s

pide

rs (U

liodo

n sp

.)

2 A

rach

nids

Sp

ider

bee

tles

(Tip

nus

unic

olor

)

10

Ento

mol

ogy

Nar

ciss

us b

ulb

fly (M

erod

on e

ques

tris

) 1

Ento

mol

ogy

Bum

bleb

ee n

est (

Bom

bus

terr

estr

is)

1 En

tom

olog

y Fl

ight

less

was

p –

ant m

imic

(Dia

priid

ae)

1 En

tom

olog

y

31

A W

ORL

D-C

LASS

CO

LLEC

TIO

N

OU

TCO

MES

IND

ICA

TORS

PERF

ORM

AN

CE M

EASU

RES

ACH

IEV

ED O

R N

OT

ACH

IEV

ED

PERF

ORM

AN

CE S

TATU

S Cu

ttle

fish

bone

(Sep

ia s

p.)

1

Mar

ine

inve

rteb

rate

N

ativ

e m

icro

sna

il sh

ells

(Tha

lass

ohel

ix s

p.)

2 Te

rres

tria

l inv

erte

brat

e Va

rious

nat

ural

sci

ence

spe

cim

ens

3 Bo

tany

/ter

rest

rial

inve

rteb

rate

Pa

ssiv

e A

cqui

sitio

n H

uman

ities

Num

ber o

f ite

ms

Det

ails

Cl

othi

ng

4

Ca. 1

890s

fold

ing

para

sol,

etc

Men

’s a

nd w

oman

’s c

loth

ing

5

Man

’s R

embr

andt

sui

t ca.

200

0, e

tc

Wom

en's

woo

llen

suit

1

Har

vey

Nic

hols

sui

t PN

G b

owl

1

Woo

den

bow

l with

lim

e in

fill

Two

Syria

n ga

rmen

ts

2

Two

embr

oide

red

oute

r gar

men

ts

Men

's lo

ng ti

es

3 A

n 'E

nglis

h Re

ader

Tie

', et

c Ea

rly N

Z st

udio

cer

amic

s pl

ate

1

Dec

orat

ive

plat

e

Te M

āori

cale

ndar

1

Te M

āori

cale

ndar

N

ew Z

eala

nd s

tudi

o ce

ram

ics

39

O

wne

d by

the

pott

er H

elen

Mas

on

Com

mis

sion

ed A

cqui

sitio

n

Num

ber o

f ite

ms

Det

ails

H

ecto

r’s

dolp

hin

mod

el

1

Mar

ine

educ

atio

n Sk

elet

al c

lean

ing

pygm

y rig

ht w

hale

1

Mar

ine

mam

mal

col

lect

ion

Enga

ge w

ith th

e co

mm

unity

to

impr

ove

the

know

ledg

e of

our

co

llect

ion,

its

impo

rtan

ce a

nd it

s va

lue

to th

e na

tion

Evid

ence

of s

harin

g of

kno

wle

dge

of th

e co

llect

ion

and

its im

port

ance

, loc

ally

and

nat

iona

lly

ACH

IEV

ED:

2014

/15

– 18

6 en

quiri

es fr

om th

e pu

blic

A

CHIE

VED

: 20

14/1

5 –

11 p

rese

ntat

ions

by

Cons

erva

tion

Man

ager

spe

akin

g on

th

e co

llect

ion

ACH

IEV

ED:

Gol

d co

in d

onat

ions

mak

e ga

llery

to

urs

mor

e ac

cess

ible

Mus

eum

sta

ff fi

elde

d 18

6 en

quir

es a

bout

obj

ects

mem

bers

of t

he p

ublic

had

in th

eir p

osse

ssio

n.

Ther

e w

as a

not

icea

ble

spik

e in

the

num

ber o

f ins

ect-

rela

ted

enqu

iries

dur

ing

the

Bugs

: the

Meg

a W

orld

of M

inib

east

s ex

hibi

tion.

O

tago

Mus

eum

sta

ff re

gula

rly

pres

ent a

nd s

hare

thei

r kno

wle

dge

in-h

ouse

and

thro

ugh

exte

rnal

pr

esen

tatio

ns.

In re

latio

n to

the

colle

ctio

n, th

e Co

nser

vatio

n M

anag

er h

as a

ctiv

ely

part

icip

ated

in a

rang

e of

pr

esen

tatio

ns w

hich

incl

ude:

•Co

nser

vatio

n at

Ota

go M

useu

m –

For

war

d pl

an fo

r con

serv

atio

n, O

tago

Mus

eum

Tr

ust B

oard

•M

useu

m s

tore

s an

d Co

nser

vatio

n la

b to

ur, E

mily

Fry

er C

onse

rvat

ion

•Co

nser

vatio

n/ag

ents

of d

eter

iora

tion,

Mus

eum

s A

otea

roa

Regi

onal

For

um

•Co

nser

vatio

n at

Ota

go M

useu

m, A

ssoc

iatio

n of

Frie

nds

of th

e O

tago

Mus

eum

•To

ur o

f nat

ural

sci

ence

sto

res

and

cons

erva

tion,

Mus

eum

s A

ustr

alia

Alth

ough

not

a n

ew fe

atur

e of

the

Mus

eum

off

erin

g, in

Dec

embe

r 201

4 it

was

dec

ided

to o

ffer

the

daily

mus

eum

tour

s as

a g

old

coin

don

atio

n, in

stea

d of

$12

per

per

son.

As

per t

he n

umbe

rs b

elow

, th

is d

ecis

ion

has

incr

ease

d th

e am

ount

of p

eopl

e at

a s

mal

l cos

t of r

even

ue. T

he le

vel o

f inc

ome

earn

ed in

com

paris

on to

tota

l inc

ome

earn

ed b

y th

e M

useu

m m

akes

it im

mat

eria

l; th

e in

crea

se in

en

gage

men

t with

the

com

mun

ity o

utw

eigh

s th

e sm

all a

mou

nt o

f los

t rev

enue

.

32

A W

ORL

D-C

LASS

CO

LLEC

TIO

N

OU

TCO

MES

IN

DIC

ATO

RS

PERF

ORM

AN

CE M

EASU

RES

ACH

IEV

ED O

R N

OT

ACH

IEV

ED

PERF

ORM

AN

CE S

TATU

S

Fina

ncia

l Yea

r

Num

bers

Reve

nue

2013

/14

96

$1,1

73.0

0

2014

/15

Tour

s ch

arge

d at

full

pric

e 28

$364

.00

Gol

d co

in d

onat

ions

21

4

$203

.10

Tota

l

242

$5

67.1

0

Chan

ges

+1

46

-$

605.

90

We

will

car

e fo

r our

co

llect

ion.

Writ

e an

d im

plem

ent a

new

co

nser

vatio

n pl

an

Cons

erva

tion

plan

to b

e re

vise

d, a

ppro

ved

and

impl

emen

ted

ACH

IEV

ED:

Revi

sed

Ota

go M

useu

m

Cons

erva

tion

and

Colle

ctio

ns C

are

Polic

y 20

15–2

020

was

app

rove

d by

th

e O

tago

Mus

eum

Tru

st B

oard

in

June

201

5

Add

ition

al w

ork

on th

e co

llect

ion

man

agem

ent s

yste

ms

is u

nder

way

in th

e fo

llow

ing

area

s:

•Re

view

and

revi

se C

olle

ctio

ns R

isk

Ass

essm

ent d

ocum

enta

tion

and

proc

edur

es –

201

5

•A

cqui

re a

nd d

istr

ibut

e di

sast

er b

ins

whe

re a

ppro

pria

te –

201

5

•D

evel

op C

olle

ctio

ns D

isas

ter P

lan

– 20

15–1

6

•U

nder

take

haz

ard

audi

t and

initi

ate

actio

n pl

an –

201

5

•Pr

epar

e fu

ll lis

t of i

tem

s, b

ackl

og a

nd fo

rwar

d pl

anni

ng, a

nd d

efin

e pr

ogra

m fo

r 201

4–15

Incr

ease

the

num

ber o

f sta

ff a

nd

volu

ntee

rs w

orki

ng

on a

nd w

ith o

ur

colle

ctio

n

Incr

ease

num

ber o

f sta

ff w

orki

ng o

n co

llect

ion

Incr

ease

num

ber o

f vol

unte

ers

recr

uite

d

ACH

IEV

ED:

2014

/15

– 13

sta

ff w

orki

ng o

n co

llect

ion

2013

/14

– 11

sta

ff w

orki

ng o

n co

llect

ion

ACH

IEV

ED:

2014

/15

– fo

ur v

olun

teer

s re

crui

ted

2013

/14

– no

vol

unte

ers

recr

uite

d

Thirt

een

of th

e 15

sta

ff in

the

Colle

ctio

ns, R

esea

rch

and

Educ

atio

n di

visi

on w

ork

dire

ctly

on

the

colle

ctio

n, u

p fr

om 1

1 in

201

3/14

. Th

e ot

her

two

staf

f mem

bers

are

par

t of t

he E

duca

tion

Team

, w

hich

join

ed C

RE w

hen

the

VIP

team

was

rest

ruct

ured

. Cu

rren

t pro

ject

s co

mpl

eted

or u

nder

way

are

:

•N

atur

al S

cien

ce: e

leph

ant s

eal p

roje

ct

•Ex

hibi

tion

colla

bora

tion:

Bug

s: th

e M

ega

Wor

ld o

f Min

ibea

sts

•H

uman

ities

: gen

eral

•H

uman

ities

: cun

eifo

rm tr

ansl

atio

n

We

will

exc

el

at

rese

arch

ing

and

inte

rpre

ting

our

colle

ctio

n

Impr

ove

our

enga

gem

ent w

ith

the

acad

emic

co

mm

unity

Evid

ence

of e

ngag

emen

t with

the

acad

emic

co

mm

unity

in re

latio

n to

the

rese

arch

and

in

terp

reta

tion

of th

e co

llect

ion

ACH

IEV

ED:

Dev

elop

men

t of i

nter

nshi

p pr

ogra

mm

es; g

rant

s, s

chol

arsh

ips

and

fello

wsh

ips;

incr

easi

ng

hono

rary

cur

ator

s w

orki

ng o

n th

e sp

ecia

l int

eres

t col

lect

ions

; co

llabo

ratio

ns w

ith lo

cal,

natio

nal

and

inte

rnat

iona

l res

earc

hers

Wid

e-ra

ngin

g in

itiat

ives

wer

e un

dert

aken

with

bot

h lo

cal a

nd n

atio

nal a

cade

mic

inst

itutio

ns,

enab

ling

furt

her r

esea

rch

and

inte

rpre

tatio

n of

the

colle

ctio

n:

•Th

e Co

nser

vatio

n te

am h

ave

iden

tifie

d a

num

ber o

f are

as fo

r res

earc

h, fr

om in

divi

dual

ob

ject

s to

dis

cret

e co

llect

ions

.

•D

evel

op a

n in

tern

ship

pro

gram

me

in a

reas

of k

ey in

tere

st, i

nclu

ding

Māo

ri an

d Pa

cific

cu

lture

s, m

arin

e m

amm

als,

terr

estr

ial i

nver

tebr

ates

, tex

tiles

, ant

iqui

ties

etc

•N

ew H

onor

ary

Cura

tor R

osi C

rane

was

app

oint

ed to

rese

arch

the

hist

ory

of th

e ea

rly

Nat

ural

Sci

ence

col

lect

ion

and

the

scie

ntis

ts w

ho w

orke

d on

it.

33

A W

ORL

D-C

LASS

CO

LLEC

TIO

N

OU

TCO

MES

IND

ICA

TORS

PERF

ORM

AN

CE M

EASU

RES

ACH

IEV

ED O

R N

OT

ACH

IEV

ED

PERF

ORM

AN

CE S

TATU

S

•D

r Cat

herin

e Sm

ith w

as a

ppoi

nted

Hon

orar

y Cu

rato

r and

will

focu

s he

r re

sear

ch o

n th

e M

āori

text

iles

colle

ctio

n.

•Th

e M

useu

m c

ontin

ues

to m

anag

e a

smal

l gra

nts

prog

ram

that

enc

oura

ges

use

and

rese

arch

of o

ur c

olle

ctio

ns: T

axon

omy,

Geo

logy

(Hum

aniti

es) a

nd re

port

out

com

es.

•O

tago

Mus

eum

Lin

naeu

s Ta

xono

my

Fello

wsh

ip o

ffer

ed

•O

tago

Mus

eum

Zoo

logy

Sch

olar

ship

off

ered

Hum

aniti

es c

olla

bora

tions

that

furt

her o

ur k

now

ledg

e of

the

colle

ctio

n in

clud

e th

e fo

llow

ing:

•Th

e M

useu

m’s

col

labo

ratio

n w

ith th

e Cu

neifo

rm in

Aus

tral

ia a

nd N

ew Z

eala

nd (C

AN

Z)

proj

ect c

ontin

ues.

Pro

fess

or W

ayne

Hor

owitz

pro

vide

d tr

ansl

atio

ns fo

r a g

roup

of

cune

iform

tabl

ets

that

wer

e ex

hibi

ted

in th

e G

ifts

and

Lega

cies

exh

ibiti

on.

•Co

llect

ion

staf

f are

wor

king

with

a U

nive

rsity

of O

tago

PhD

can

dida

te in

the

Clas

sics

D

epar

tmen

t, A

ndre

w S

topy

ra, o

n th

e tr

ansl

atio

n of

the

smal

l gro

up o

f cun

eifo

rm c

ones

w

ith a

vie

w to

add

ing

them

to th

e in

tern

atio

nal C

unei

form

Dig

ital L

ibra

ry In

itiat

ive

data

base

.

•Th

e M

useu

m’s

col

labo

ratio

n w

ith R

oger

Cro

ston

to id

entif

y th

e lo

catio

n an

d su

bjec

t sh

own

in P

rofe

ssor

Will

iam

Dun

ning

’s p

hoto

grap

hs o

f Tib

et is

und

erw

ay a

nd w

ill

cont

inue

.

•A

pap

er p

rese

ntin

g th

e re

sults

of a

res

earc

h co

llabo

ratio

n on

the

age

and

inte

rpre

tatio

n of

per

isha

ble

arte

fact

s fr

om M

āori

rock

she

lter s

ites

in in

land

Ota

go w

as s

ubm

itted

to

the

Jour

nal o

f Pac

ific

Arc

haeo

logy

.

•Th

e M

useu

m p

hoto

grap

hed

and

prov

ided

imag

es o

f var

ious

col

lect

ion

item

s fo

r use

by

staf

f at t

he D

epar

tmen

t of C

lass

ics

in le

ctur

es o

n m

ytho

logi

cal t

hem

es.

Nat

ural

Sci

ence

col

labo

ratio

ns th

at fu

rthe

r our

kno

wle

dge

of th

e co

llect

ion

incl

ude

the

follo

win

g:

•Th

e N

atur

al S

cien

ce te

am u

tilis

ed th

e CT

sca

nnin

g fa

cilit

ies

at In

verm

ay th

is y

ear f

or

mar

ine

mam

mal

wor

k.

•Th

e te

am a

re m

embe

rs o

f the

larg

e pr

agm

atic

fish

/sha

rk s

peci

es re

spon

se g

roup

at t

he

Mar

ine

Stud

ies

Cent

re, P

orto

bello

.

•Bu

gs e

xhib

ition

col

labo

ratio

ns in

clud

ed in

terp

retin

g an

d co

mm

unic

atin

g th

e re

sear

ch

wor

k of

Ass

ocia

te P

rofe

ssor

Pet

er D

eard

en (O

U G

enet

ics)

, Dr

Barb

ara

Barr

att (

OU

Zo

olog

y) a

nd M

aste

rs s

tude

nt S

tace

y Br

yan

(OU

Zoo

logy

). M

āori

cultu

ral c

olla

bora

tions

that

furt

her o

ur k

now

ledg

e of

the

colle

ctio

n in

clud

e th

e fo

llow

ing:

•Th

e re

latio

nshi

p be

twee

n Te

Tum

u, U

nive

rsity

of O

tago

and

the

Mus

eum

has

bee

n re

invi

gora

ted

and

inte

nsifi

ed w

ith th

e ap

poin

tmen

t of t

he M

useu

m’s

Cur

ator

, Māo

ri.

34

A W

ORL

D-C

LASS

CO

LLEC

TIO

N

OU

TCO

MES

IND

ICA

TORS

Id

entif

y ar

eas

of o

ur

colle

ctio

n in

whi

ch

we

wis

h to

incr

ease

ou

r kno

wle

dge

and

activ

ely

recr

uit

rese

arch

ers

to fo

cus

on th

ese

area

s

PERF

ORM

AN

CE M

EASU

RES

Iden

tify

proj

ects

in th

e co

llect

ion

of m

utua

l in

tere

st to

Mus

eum

sta

ff a

nd r

esea

rche

rs, a

nd

deve

lop

colla

bora

tions

ACH

IEV

ED O

R N

OT

ACH

IEV

ED

ACH

IEV

ED:

Wor

king

with

six

Uni

vers

ity o

f O

tago

Dep

artm

ents

PERF

ORM

AN

CE S

TATU

S Th

e M

useu

m is

act

ivel

y en

gagi

ng w

ith th

e A

rcha

eolo

gy, A

nthr

opol

ogy,

Tex

tile

Scie

nces

, Māo

ri St

udie

s, Z

oolo

gy a

nd G

eolo

gy D

epar

tmen

ts to

exp

lore

rese

arch

opp

ortu

nitie

s an

d co

llabo

ratio

n pr

ojec

ts.

Incr

ease

the

num

ber o

f pu

blic

atio

ns b

ased

on

the

colle

ctio

n

Publ

icat

ions

incl

udin

g: p

aper

s au

thor

ed/c

o-au

thor

ed b

y O

tago

Mus

eum

sta

ff, H

onor

ary

Cura

tors

; pap

ers

that

con

tain

Ota

go M

useu

m

cont

ent;

exh

ibiti

on c

atal

ogue

s; g

ener

al a

rtic

les;

co

nfer

ence

pap

ers

deliv

ered

by

OM

sta

ff

ACH

IEV

ED:

2014

/15

– 31

pub

licat

ions

20

13/1

4 –

14 p

ublic

atio

ns

Know

ledg

e of

the

Mus

eum

’s c

olle

ctio

n is

furt

her s

hare

d th

roug

h th

e pu

blic

atio

n of

res

earc

h an

d ge

nera

l pub

licat

ions

. Res

earc

h un

dert

aken

by

both

sta

ff a

nd e

xter

nal r

esea

rche

rs is

list

ed b

elow

(1

4 pu

blic

atio

ns 2

013–

14).

Gen

eral

pub

licat

ions

rela

ting

to e

xhib

ition

s:

Ota

go M

useu

m. 2

014.

Gift

s an

d Le

gaci

es, O

tago

Mus

eum

Tru

st B

oard

, Dun

edin

. 118

pp.

Inte

rsec

tions

: Cer

amic

s fr

om R

alph

Hot

ere’

s Pe

rson

al C

olle

ctio

n, O

tago

Mus

eum

Tru

st B

oard

, D

uned

in. 8

pp.

Pu

blic

atio

ns h

uman

ities

: H

anna

h, R

. (20

14).

The

Hor

olog

ium

of A

ugus

tus

as a

sun

dial

: Add

endu

m. J

ourn

al o

f Rom

an

Arc

haeo

logy

, Sup

plem

ent,

147

–48.

H

anna

h, R

. & M

agli,

G. (

2014

). Li

ght a

t the

Pan

theo

n’. I

n C.

Rug

gles

(Ed.

), H

andb

ook

of

Arc

haeo

astr

onom

y an

d Et

hnoa

stro

nom

y (p

p165

1–16

58).

Hei

delb

erg,

Ger

man

y: S

prin

ger.

H

anna

h, R

. (20

14).

Anc

ient

Gre

ek C

alen

dars

. In

C. R

uggl

es (E

d.),

Han

dboo

k of

Arc

haeo

astr

onom

y an

d Et

hnoa

stro

nom

y (p

p156

3–15

71).

Hei

delb

erg,

Ger

man

y: S

prin

ger.

H

anna

h, R

. (20

15).

The

role

s of

obs

erva

tiona

l ast

rono

my

in a

ncie

nt G

reec

e. S

cien

tific

Cul

ture

1(2

), 47

–56.

M

alth

us, J

. 201

5. A

Dar

ker E

den

Cata

logu

e es

say

in A

Dar

ker E

den:

Fas

hion

from

Dun

edin

. A

cata

logu

e pu

blis

hed

to a

ccom

pany

an

exhi

bitio

n, b

y th

e N

ew Z

eala

nd F

ashi

on M

useu

m a

nd th

e O

tago

Pol

ytec

hnic

Sch

ool o

f Des

ign,

201

5 (p

p7–9

).

Mal

thus

, J. 2

015.

Des

igne

r Pro

files

: NO

M*d

, Mild

Red

, Car

lson

, iD

Dun

edin

and

21

Ota

go

Poly

tech

nic

grad

uate

s, in

A D

arke

r Ede

n: F

ashi

on fr

om D

uned

in. A

cat

alog

ue p

ublis

hed

to

acco

mpa

ny a

n ex

hibi

tion

by th

e N

ew Z

eala

nd F

ashi

on M

useu

m w

ith th

e O

tago

Pol

ytec

hnic

Sch

ool

of D

esig

n, 2

015

(pp1

0–27

). M

alth

us, J

., &

Whi

te, M

. (20

14).

A re

cent

don

atio

n. C

onte

xt, 2

8, 5

1–52

W

hite

, M.,

& M

alth

us, J

. (20

14).

Fash

iona

ble

gold

. Con

text

, 28,

53–

56

Whi

te, M

. (20

14).

New

Zea

land

's fi

rst a

ntiq

uitie

s le

gisl

atio

n: T

he M

āori

Ant

iqui

ties

Act

190

1 an

d a

prop

osal

for a

nat

iona

l Māo

ri m

useu

m. I

n A.

E. A

llen,

D. B

. Wai

te (E

ds.),

Rep

ositi

onin

g Pa

cific

Art

s A

rtis

ts, O

bjec

ts, H

isto

ries.

Uni

ted

King

dom

: Sea

n Ki

ngst

on P

ublis

hing

.

35

A W

ORL

D-C

LASS

CO

LLEC

TIO

N

OU

TCO

MES

IND

ICA

TORS

PERF

ORM

AN

CE M

EASU

RES

ACH

IEV

ED O

R N

OT

ACH

IEV

ED

PERF

ORM

AN

CE S

TATU

S W

hite

, M. (

2014

). Bo

ok re

view

: Tra

ditio

n an

d Ch

ange

in M

āori

and

Paci

fic A

rt: E

ssay

s by

Rog

er

Nei

ch –

Cla

rke,

Per

eira

, Pric

kett

(Eds

.). Jo

urna

l of P

acifi

c A

rcha

eolo

gy 1

5(2)

, 117

–118

. Pu

blic

atio

ns N

atur

al S

cien

ce:

Har

ris, A

. C.,

& D

urry

, A. 2

014.

Som

e re

actio

ns to

bite

s by

spi

ders

of t

he g

enus

Ulio

don

(Zor

opsi

dae)

in

sou

ther

n N

ew Z

eala

nd. W

eta,

47,

62–

66.

Har

ris, A

. C. O

ccur

renc

e of

Ana

barh

ynch

us fu

scof

emor

atus

Lyn

ebor

g, 1

992

(Dip

tera

: The

revi

dae)

. N

ote.

Wet

a, 4

8, 5

5.

Har

ris, A

. C. (

2014

–15)

. 52

wee

kly

‘Nat

ure

File

’ art

icle

s in

the

Ota

go D

aily

Tim

es.

Kaul

fuss

, U.,

Lee,

D.,

Barr

att,

B.,

Lesc

hen,

R.,

Lariv

ière

, M.,

Dlu

ssky

, G.,

Hen

ders

on, I

., an

d H

arris

, A

.C. (

2014

). A

div

erse

foss

il te

rres

tria

l art

hrop

od fa

una

from

New

Zea

land

: evi

denc

e fr

om th

e ea

rly

Mio

cene

Fou

lden

Maa

r fos

sil l

ager

stät

te L

etha

ia.

Kaul

fuss

, U.,

et a

l. (2

014)

. An

early

Mio

cene

ant

(sub

fam

. Am

blyo

poni

nae)

from

Fou

lden

Maa

r: th

e fir

st fo

ssil

Hym

enop

tera

from

New

Zea

land

. Alc

herin

ga: A

n A

ustr

alas

ian

Jour

nal o

f Pal

aeon

tolo

gy

38(4

), 56

8–57

4.

Raym

ent,

W.,

Daw

son,

S.,

& W

ebst

er, T

. (20

15).

Bree

ding

sta

tus

affe

cts

fine-

scal

e ha

bita

t sel

ectio

n of

sou

ther

n rig

ht w

hale

s on

thei

r win

terin

g gr

ound

s. Jo

urna

l of B

ioge

ogra

phy,

42(

3), 4

63–4

74.

Publ

icat

ions

con

tain

ing

Ota

go M

useu

m c

olle

ctio

n co

nten

t:

And

erso

n, A

. J.,

Binn

ey, J

. & H

arris

, A. (

2014

). Ta

ngat

a W

henu

a: a

n ill

ustr

ated

his

tory

. Wel

lingt

on,

New

Zea

land

: Brid

get W

illia

ms

Book

s.

Arr

ingt

on, N

. (20

15).

Ash

es, I

mag

es, a

nd M

emor

ies:

The

Pre

senc

e of

the

War

Dea

d in

Fift

h-Ce

ntur

y A

then

s. U

nite

d Ki

ngdo

m: O

xfor

d U

nive

rsity

Pre

ss.

Barn

ett,

S.,

& M

acle

an, C

. (20

14).

Tram

ping

: a N

ew Z

eala

nd H

isto

ry. N

elso

n, N

ew Z

eala

nd: C

raig

Po

tton

Pub

lishi

ng.

Barw

ell,

G. 2

014.

Alb

atro

ss. L

ondo

n, U

nite

d Ki

ngdo

m: R

eakt

ion

Book

s.

Boes

sene

cker

, R. W

., &

For

dyce

, R. E

. (20

15).

A n

ew E

omys

ticet

id (M

amm

alia

: Cet

acea

) fro

m th

e La

te O

ligoc

ene

of N

ew Z

eala

nd a

nd a

re-

eval

uatio

n of

Mau

icet

us’ w

aita

kien

sis.

Pap

ers

in

Pala

eont

olog

y 1(

2), 1

07–1

40

Caug

hley

, V. (

2014

). N

ew Z

eala

nd's

his

toric

sam

pler

s: o

ur s

titch

ed s

torie

s. A

uckl

and,

New

Zea

land

: Ba

tem

an.

Tsai

, C-H

, & F

ordy

ce, R

. E. (

2015

). A

nces

tor-

desc

enda

nt r

elat

ions

hips

in e

volu

tion:

ori

gin

of th

e ex

tant

pyg

my

right

wha

le, C

aper

ea m

argi

nata

. Bio

logy

Let

ters

11(

1).

Cr

ee, A

. (20

14).

Tuat

ara:

Bio

logy

and

con

serv

atio

n of

a v

ener

able

sur

vivo

r (p

p584

). Ch

ristc

hurc

h,

New

Zea

land

: Can

terb

ury

Uni

vers

ity P

ress

. D

illon

, M. (

2015

). O

men

s an

d O

racl

es. D

ivin

atio

n in

Cla

ssic

al a

nd A

rcha

ic G

reec

e. U

nite

d Ki

ngdo

m:

Ash

gate

Pub

lishi

ng.

Jans

en J.

J. F

. J. &

van

der

Miie

S. D

. (20

15).

Revi

ew o

f the

mou

nted

ski

ns a

nd s

kulls

of t

he e

xtin

ct

Falk

land

Isla

nds

wol

f, D

usic

yon

aust

ralis

, hel

d in

mus

eum

col

lect

ions

. Arc

hive

s of

nat

ural

his

tory

42

(1),

91–

100.

Ra

wle

nce,

N. J

. et a

l. (2

015)

. Rad

ioca

rbon

-dat

ing

and

anci

ent D

NA

reve

al ra

pid

repl

acem

ent o

f ex

tinct

pre

hist

oric

pen

guin

s. Q

uate

rnar

y Sc

ienc

e Re

view

s, 1

12, 5

9–65

.

36

A W

ORL

D-C

LASS

CO

LLEC

TIO

N

OU

TCO

MES

IN

DIC

ATO

RS

PERF

ORM

AN

CE M

EASU

RES

ACH

IEV

ED O

R N

OT

ACH

IEV

ED

PERF

ORM

AN

CE S

TATU

S W

ater

field

, H. (

2015

). Ja

mes

Edw

ard

Litt

le: D

eale

r, F

aker

, Ine

pt T

hief

. Trib

al A

rt, 7

6, 1

20–1

29.

Woo

d, J.

R.,

& W

ilmsh

urst

, J. M

. (20

14).

Late

Qua

tern

ary

terr

estr

ial v

erte

brat

e co

prol

ites

from

New

Ze

alan

d. Q

uate

rnar

y Sc

ienc

e Re

view

s, 9

8, 3

3–44

. A

rtic

les

publ

ishe

d in

pub

lic d

omai

n:

List

of a

rtic

les

publ

ishe

d in

the

Ota

go D

aily

Tim

es C

ool a

nd C

olle

cted

col

umn:

A

pril

2015

(Nat

ural

Sci

ence

): Ja

mie

Mor

ris’ b

at-w

inge

d fly

find

and

Rac

hel C

oxhe

ad’s

kat

ipo

find

http

://w

ww

.odt

.co.

nz/l

ifest

yle/

mag

azin

e/33

9367

/out

-the

re-a

nd-w

aitin

g-yo

u Fe

brua

ry 2

015

(Māo

ri): P

oi in

Tān

gata

Whe

nua

ht

tp:/

/ww

w.o

dt.c

o.nz

/life

styl

e/m

agaz

ine/

3321

88/p

oi-u

sed-

acco

mpa

ny-p

ater

e O

ctob

er 2

014

(Hum

aniti

es):

Blue

teap

ot in

Sou

ther

n La

nd, S

outh

ern

Peop

le

http

://w

ww

.odt

.co.

nz/l

ifest

yle/

mag

azin

e/31

9112

/tal

e-te

apot

37

A W

ORL

D-C

LASS

CO

LLEC

TIO

N

OU

TCO

MES

IND

ICA

TORS

Util

ise

exhi

bitio

ns,

prog

ram

mes

and

ou

r web

site

to

inte

rpre

t our

co

llect

ion;

thes

e m

etho

ds w

ill b

e qu

antit

ativ

ely

and

qual

itativ

ely

eval

uate

d

PERF

ORM

AN

CE M

EASU

RES

Dem

onst

rate

how

vis

itors

hav

e ac

cess

ed th

e co

llect

ion:

•in

-hou

se

•on

line

•of

f-si

te

Num

bers

of p

eopl

e vi

sitin

g ex

hibi

tions

, pr

ogra

mm

es a

nd o

nlin

e ac

tiviti

es w

ere

mea

sure

d

ACH

IEV

ED O

R N

OT

ACH

IEV

ED

ACH

IEV

ED: i

n-ho

use

2014

/15

– 46

,870

peo

ple

at v

isito

r pr

ogra

mm

es, 2

42 p

eopl

e on

tour

s 20

13/1

4 –

47,3

29 p

eopl

e at

vis

itor

prog

ram

mes

, 96

peop

le o

n to

urs

ACH

IEV

ED: o

nlin

e 20

14/1

5 –

85,4

30 u

niqu

e hi

ts to

w

ebsi

te

2013

/14

– 82

,869

uni

que

hits

to

web

site

A

CHIE

VED

: off

-site

20

14/1

5 –

10,3

77

2013

/14

– 1,

720

PERF

ORM

AN

CE S

TATU

S Ex

hibi

tions

(as

dem

onst

rate

d ab

ove)

: The

re h

as b

een

a si

gnifi

cant

focu

s on

the

deve

lopm

ent a

nd

deliv

ery

of r

elev

ant e

xhib

ition

s to

eng

age

our v

isito

rs a

nd s

peci

al in

tere

st g

roup

s w

ith th

e co

llect

ion.

Th

ree

maj

or e

xhib

ition

s w

ere

deve

lope

d to

ena

ble

the

publ

ic to

lear

n m

ore

abou

t the

col

lect

ion.

Ex

hibi

tion

Vi

sito

r Num

bers

In

ters

ectio

ns: C

eram

ics

from

Ral

ph H

oter

e’s

Pers

onal

Col

lect

ion

18

,393

as

at 3

0 Ju

ne

Bugs

: the

Meg

a W

orld

of M

inib

east

s

40

,639

G

ifts

and

Lega

cies

11

,319

Pr

ogra

mm

es a

ssoc

iate

d w

ith th

ese

exhi

bitio

ns e

nabl

ed p

eopl

e to

und

erst

and

them

in fu

rthe

r de

pth.

In

201

4 46

,870

peo

ple

took

par

t in

all v

isito

r pro

gram

mes

(201

3, 4

7,32

9) a

nd 2

42 p

eopl

e to

ok p

art

in to

urs

(201

3, 9

6).

Exhi

bitio

n Pr

ogra

mm

es

Ex

hibi

tion

Prog

ram

mes

In

ters

ectio

ns: C

eram

ics

from

Ral

ph H

oter

e’s

Pers

onal

Col

lect

ion

Ba

ck in

the

Day

floo

r ta

lk fr

om

Barr

y Br

icke

ll an

d ot

her

frie

nds

of H

oter

e; p

otte

ry d

emon

stra

tion

by lo

cal p

otte

rs o

n th

e te

chni

ques

use

d to

mak

e th

e po

ts in

Ral

ph H

oter

e’s

colle

ctio

n; d

aily

exh

ibiti

on fl

oor

talk

s by

Gal

lery

Co

mm

unic

ator

s

Bugs

: the

Meg

a W

orld

of M

inib

east

s

Bu

g Fa

ir th

emed

fam

ily d

ay

feat

urin

g Ru

ud K

lein

past

e; D

ung

Beet

le D

erby

gal

lery

trai

l; In

sect

oman

ia g

alle

ry a

dven

ture

tour

w

ith c

ostu

med

cha

ract

er g

uide

; Aes

op’s

Inse

cts

and

Bug

Build

ings

gui

ded

activ

ities

; dai

ly e

xhib

ition

flo

or ta

lks

by G

alle

ry C

omm

unic

ator

s.

Gift

s an

d Le

gaci

es

Pres

ervi

ng Y

our T

reas

ures

: Mee

t th

e M

useu

m's

Col

lect

ion

Expe

rts

– re

ceiv

e ad

vice

on

care

and

pre

serv

atio

n of

per

sona

l tre

asur

es;

Russ

ell a

nd th

e Lo

st T

reas

ure:

Spr

ing

Stor

ytel

ling

Serie

s –

lear

n fa

ntas

tic fa

cts

abou

t the

col

lect

ion;

da

ily e

xhib

ition

floo

r tal

ks b

y G

alle

ry C

omm

unic

ator

s.

Ther

e w

ere

a to

tal o

f 85,

430

uniq

ue w

ebsi

te h

its (2

013,

82,

869

uniq

ue h

its).

In a

dditi

on to

the

activ

ities

at t

he M

useu

m, f

our v

ideo

s w

ere

prod

uced

for

the

Bugs

exh

ibiti

on.

Thre

e of

the

vide

os h

ighl

ight

ed th

e re

sear

ch a

nd w

ork

of e

xter

nal c

olla

bora

tors

: Bet

ta B

ees,

A

gRes

earc

h an

d G

enet

ics

Ota

go. T

he fo

urth

was

‘a d

ay in

the

life’

sty

le v

ideo

with

Ota

go M

useu

m

Hon

orar

y Cu

rato

r Ant

hony

Har

ris. T

hey

wer

e po

sted

to th

e O

tago

Mus

eum

’s Y

ouTu

be c

hann

el to

m

ake

them

acc

essi

ble

to th

ose

unab

le to

vis

it th

e ex

hibi

tion

in p

erso

n.

Eg: h

ttps

://w

ww

.you

tube

.com

/wat

ch?v

=ZXJ

-jaw

mD

ao

In 2

014/

15 th

e nu

mbe

r of p

eopl

e re

ache

d w

ith o

ff-s

ite a

ctiv

ities

ros

e si

gnifi

cant

ly fr

om 2

013/

14,

with

10,

377

peop

le h

earin

g m

ore

abou

t the

col

lect

ion

and

the

Mus

eum

in 2

014/

15.

38

A W

ORL

D-C

LASS

CO

LLEC

TIO

N

OU

TCO

MES

IN

DIC

ATO

RS

PERF

ORM

AN

CE M

EASU

RES

Qua

lity

of th

e sp

ecia

l exh

ibiti

ons

expe

rienc

e w

as

mea

sure

d

ACH

IEV

ED O

R N

OT

ACH

IEV

ED

ACH

IEV

ED:

Gift

s an

d Le

gaci

es

102

visi

tors

sur

veye

d (t

otal

11,

319)

93

% ra

ted

the

exhi

bitio

n ex

perie

nce

high

er th

an 6

out

of 9

Bu

gs: t

he M

ega

Wor

ld o

f M

inib

east

s

160

visi

tors

sur

veye

d (t

otal

40,

639)

88

% ra

ted

the

exhi

bitio

n ex

perie

nce

high

er th

an 6

out

of 9

PERF

ORM

AN

CE S

TATU

S Re

sear

ch is

und

erta

ken

to a

sses

s th

e au

dien

ce re

spon

se to

sel

ecte

d ex

hibi

tions

that

are

run.

A

spe

cial

exh

ibiti

on s

urve

y of

Gift

s an

d Le

gaci

es w

as c

ondu

cted

with

the

follo

win

g ke

y re

sults

:

•10

2 pe

ople

wer

e su

rvey

ed u

sing

the

Mus

eum

s A

otea

roa

Nat

iona

l Sur

veys

met

hodo

logy

. Q

uest

ions

from

the

natio

nal s

urve

y w

ere

aske

d w

ith s

ome

mod

ifica

tions

to e

nsur

e in

form

atio

n re

leva

nt a

nd s

peci

fic to

the

exhi

bitio

n w

as a

lso

gath

ered

.

•93

%, 9

5 of

the

102

peop

le, r

ated

the

exhi

bitio

n ex

peri

ence

hig

her

than

6 o

ut o

f 9.

A s

peci

al e

xhib

ition

sur

vey

of B

ugs:

the

Meg

a W

orld

of M

inib

east

s w

as c

ondu

cted

with

the

follo

win

g ke

y re

sults

:

•16

0 pe

ople

wer

e su

rvey

ed u

sing

the

Mus

eum

s A

otea

roa

Nat

iona

l Sur

veys

met

hodo

logy

. Q

uest

ions

from

the

natio

nal s

urve

y w

ere

aske

d w

ith s

ome

mod

ifica

tions

to e

nsur

e in

form

atio

n re

leva

nt a

nd s

peci

fic to

the

exhi

bitio

n w

as a

lso

gath

ered

.

•88

%, 1

41 o

f the

160

peo

ple,

rate

d th

e ex

hibi

tion

expe

rien

ce h

ighe

r tha

n 6

out o

f 9.

39

ENG

AG

ING

OU

R CO

MM

UN

ITY

OU

TCO

MES

IN

DIC

ATO

RS

PERF

ORM

AN

CE M

EASU

RES

ACH

IEV

ED O

R N

OT

ACH

IEV

ED

PERF

ORM

AN

CE S

TATU

S

We

will

be

a va

lued

co

mm

unity

re

sour

ce.

Att

ract

ove

r 400

,000

vis

itors

to

the

Mus

eum

Mea

sure

men

ts fr

om d

oor-

coun

ting

and

cam

era

syst

ems

NO

T A

CHIE

VED

: 20

14/1

5 –

302,

938

(usi

ng n

ew

mea

surin

g sy

stem

) 20

13/1

4 –

508,

829

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ng o

ld

mea

surin

g sy

stem

) 20

13/1

4 (3

07,5

02 (a

ppro

x.

usin

g ne

w m

easu

ring

syst

em)

As

mea

sure

d w

ith n

ew c

ount

ing

met

hodo

logy

, 201

4–15

vis

itor n

umbe

rs to

tal 3

02,9

38. (

2013

–14,

50

8,82

9 us

ing

prev

ious

mea

surin

g sy

stem

).

Follo

win

g a

revi

ew o

f doo

r cou

nter

sys

tem

s, it

was

det

erm

ined

that

vis

itor

num

bers

prio

r to

the

2013

–14

yea

r wer

e in

flate

d du

e to

the

algo

rithm

s us

ed in

the

coun

ting

soft

war

e an

d ad

just

men

ts m

ade

base

d on

est

imat

es.

From

12

Mar

ch 2

014,

the

coun

ting

soft

war

e us

ed to

mea

sure

vis

itor n

umbe

rs h

as b

een

revi

ewed

and

up

date

d an

d th

e nu

mbe

r of p

eopl

e co

unte

d is

mor

e ac

cura

te. P

rior t

o th

is d

ate

all n

umbe

rs h

ave

been

br

ough

t int

o lin

e w

ith u

pdat

ed c

ount

ing

met

hods

. U

sing

the

new

par

amet

ers

the

follo

win

g re

sults

wer

e ac

hiev

ed:

2014

2013

(orig

inal

) 20

13 (a

djus

ted)

30

2,93

8

508,

829

30

7,50

2

Att

ract

ove

r 150

,000

vis

itors

to

the

Mus

eum

’s w

ebsi

te

Web

site

num

bers

rem

ain

high

NO

T A

CHIE

VED

: 20

14/1

5 –

85,4

30 u

niqu

e hi

ts

2013

/14

– 82

,869

uni

que

hits

It w

as h

oped

that

by

2014

/15

a ne

w w

ebsi

te w

ould

hav

e be

en o

pera

tiona

l to

enco

urag

e fu

rthe

r en

gage

men

t onl

ine.

How

ever

, thi

s w

as p

ostp

oned

unt

il 20

15/1

6 to

inco

rpor

ate

the

new

pla

neta

rium

an

d D

isco

very

Wor

ld re

deve

lopm

ent o

ffer

ing.

Thi

s m

eant

that

the

antic

ipat

ed g

row

th in

web

site

hits

w

as n

ot a

chie

ved,

alth

ough

gro

wth

ove

r the

pre

viou

s ye

ar w

as s

een.

Dev

elop

a w

ide-

rang

ing

com

mun

ity e

ngag

emen

t st

rate

gy th

at id

entif

ies

pote

ntia

l col

labo

ratio

ns a

nd

cont

ribut

ors,

alig

ning

with

the

Mus

eum

’s c

olle

ctio

n to

mee

t ou

r str

ateg

ic g

oals

Com

mun

ity e

ngag

emen

t str

ateg

y de

velo

ped

and

impl

emen

ted

to

forg

e ne

w o

ppor

tuni

ties

to e

ngag

e w

ith c

omm

uniti

es a

nd k

ey

stak

ehol

ders

, and

pro

vide

a fo

rum

fo

r dis

cuss

ion

ACH

IEV

ED:

Com

mun

ity e

ngag

emen

t with

w

ide

rang

e of

gro

ups

and

orga

nisa

tions

usi

ng th

e M

useu

m’s

col

lect

ion

and

venu

es, a

nd e

ngag

ing

with

st

aff

Som

e of

the

Mus

eum

’s fu

ndam

enta

l obj

ectiv

es a

re to

eng

age

with

wid

er a

udie

nces

, to

use

the

colle

ctio

ns to

faci

litat

e di

scus

sion

and

edu

catio

n, a

nd to

pro

vide

a s

afe

foru

m fo

r ope

n di

scus

sion

ab

out m

any

subj

ects

rela

ted

to lo

cal,

natio

nal a

nd in

tern

atio

nal c

omm

uniti

es. M

any

colla

bora

tions

w

ere

unde

rtak

en o

ver

the

year

that

bro

ught

in n

ew a

udie

nces

and

inte

rest

gro

ups.

Be

low

are

exa

mpl

es o

f som

e of

the

orga

nisa

tions

and

sub

ject

s pr

esen

ted,

dis

cuss

ed a

nd d

ispl

ayed

w

ithin

our

ven

ues:

•U

nive

rsity

of O

tago

, Moz

art F

ello

w a

nd R

ober

t Bur

ns F

ello

w, w

orld

pre

miè

re o

f Flu

tter

co

ncer

t, D

isco

very

Wor

ld T

ropi

cal F

ores

t and

Atr

ium

•U

nive

rsity

of O

tago

Dep

artm

ent o

f Bot

any,

Spr

ing

Stor

ytel

ling

Serie

s Ja

ck's

Gar

den,

Nat

ure

Gal

lery

•U

nive

rsity

of O

tago

Sch

ool o

f Phy

sica

l Edu

catio

n, S

port

and

Exe

rcis

e Sc

ienc

es a

nd A

pplie

d Sc

ienc

e, S

tude

nt P

rese

ntat

ion

Spor

ts T

echn

olog

y Ex

po, A

triu

m

•Br

ain

Hea

lth R

esea

rch

Cent

re, B

rain

Aw

aren

ess

Wee

k 20

15, M

useu

m-w

ide

•Ce

ntre

for S

cien

ce C

omm

unic

atio

n an

d D

epar

tmen

t of C

onse

rvat

ion,

film

scr

eeni

ng, A

n Ev

enin

g A

t Sea

, Sea

wee

k

•D

uned

in P

ublic

Lib

rarie

s, s

choo

l hol

iday

gal

lery

trai

l, Th

e Fi

ve H

eroi

c Ta

sks

of O

tago

Mus

eum

40

ENG

AG

ING

OU

R CO

MM

UN

ITY

OU

TCO

MES

IND

ICA

TORS

PE

RFO

RMA

NCE

MEA

SURE

S A

CHIE

VED

OR

NO

T A

CHIE

VED

PE

RFO

RMA

NCE

STA

TUS

•O

tago

Inst

itute

, CoR

E D

irect

ors

lect

ure,

Hut

ton

Thea

tre,

201

5 Po

stgr

adua

te T

rave

l Aw

ard

Pres

enta

tion,

Kāk

āpō

Room

•D

uned

in A

stro

nom

ical

Soc

iety

et a

l, ex

pert

pan

el, A

uror

a au

stra

lis: B

eaut

y w

hile

you

sle

ep,

Spei

ghts

Sta

nd, F

orsy

th B

arr S

tadi

um

•Ro

yal S

ocie

ty o

f New

Zea

land

and

Mus

eum

s A

otea

roa,

inte

rnat

iona

l spe

aker

, Din

osau

rs a

nd

Spac

e Sh

uttle

s, H

utto

n Th

eatr

e

•H

erita

ge N

ew Z

eala

nd, H

erita

ge L

ost a

nd F

ound

: Our

Cha

ngin

g Ci

tysc

ape

lect

ure

and

wor

ksho

p se

ries

, H D

Ski

nner

Ann

ex, H

utto

n Th

eatr

e an

d Ba

rcla

y Th

eatr

e

•W

W10

0 an

d U

nive

rsity

of O

tago

, pub

lic fo

rum

, Cha

nge

My

Min

d Se

ries

; WW

100

cent

enar

y:

I'll b

e ho

me

by C

hris

tmas

, The

impa

cts

and

lega

cy o

f WW

I, Is

it ti

me

to fo

rget

?; O

tago

M

useu

m C

afé

•D

epar

tmen

t of C

onse

rvat

ion,

pub

lic w

orks

hop,

Usi

ng N

atur

eWat

chN

Z, H

utto

n Th

eatr

e

•Se

awee

k So

uth-

East

Mar

ine

Prot

ectio

n Fo

rum

/Rōp

ū M

anaa

ki o

te T

oka,

pub

lic fo

rum

, H

utto

n Th

eatr

e

•En

viro

scho

ols,

Spr

ing

Stor

ytel

ling

Seri

es: T

he W

hite

bait

Wrig

gle,

Atr

ium

Lev

el 2

•N

ew Z

eala

nd In

tern

atio

nal S

cien

ce F

estiv

al, c

afé

scie

ntifi

que,

Tak

e a

good

look

at t

he b

rain

, H

utto

n Th

eatr

e; in

tern

atio

nal s

peak

er, W

hat's

goi

ng o

n in

his

hea

d?, H

utto

n Th

eatr

e

•Ca

dbur

y Ca

rniv

al 2

014:

Her

oes

and

Lege

nds

Gal

lery

Tra

il, R

ock

Choc

olat

e! S

hock

-bus

ter,

•Th

e Sc

ienc

e of

Cho

cola

te F

reak

y Sc

ienc

e Sh

ow, F

ruits

of t

he F

ores

t Fon

due

Trop

ical

For

est

dem

o

•D

unD

ead

pop

cultu

re a

nd s

cien

ce fe

stiv

al, B

rain

Dea

d th

eme

day;

zom

bie

adve

ntur

e to

ur

and

wor

ksho

p; Z

ombi

es o

n Sc

reen

•D

uned

in iD

Fas

hion

Wee

k 20

15, E

xclu

sive

Bas

emen

t Tou

r Bes

t Dre

ssed

, Ota

go M

useu

m

base

men

t

•Pū

aka

Mat

arik

i Dun

edin

, Pūa

ka M

atar

iki S

tarla

b –

Sout

hern

Sta

rgaz

ing,

Tān

gata

Whe

nua

•W

inte

r Fes

tival

201

5, la

nter

n-m

akin

g w

orks

hop,

Dun

edin

Mid

win

ter C

arni

val,

Atr

ium

Lev

el 1

Mai

ntai

n ou

r ex

celle

nt s

ervi

ce

ethi

c to

ens

ure

all v

isito

rs to

th

e M

useu

m fe

el w

elco

me

and

valu

ed in

a s

afe

and

com

fort

able

env

ironm

ent

Gen

eral

sat

isfa

ctio

n su

rvey

ev

iden

ces

high

per

cent

age

of

satis

fact

ion

with

cus

tom

er s

ervi

ce

ACH

IEV

ED:

2014

/15

G

roup

Sat

isfa

ctio

n (a

bove

6

out o

f 9)

Dec

embe

r 201

4 O

tago

M

useu

m in

-hou

se s

urve

y:

97.8

%

Mar

ch 2

015

Mus

eum

s A

otea

roa

Nat

iona

l Sur

vey:

N

eutr

al a

nd s

atis

fied:

98%

N

atio

nal b

ench

mar

k: 9

4%

In D

ecem

ber 2

015

the

Mus

eum

con

duct

ed a

n in

-hou

se g

ener

al s

atis

fact

ion

surv

ey, w

hich

follo

ws

the

form

at o

f the

Mus

eum

s A

otea

roa

Surv

ey c

ondu

cted

eve

ry M

arch

acr

oss

all m

useu

ms

in N

ew Z

eala

nd.

This

ena

bles

the

Mus

eum

to b

ench

mar

k its

per

form

ance

aga

inst

oth

ers

in th

e m

useu

m s

ecto

r.

The

Mus

eum

s A

otea

roa

Nat

iona

l Sur

vey

was

con

duct

ed in

Mar

ch 2

015.

41

ENG

AG

ING

OU

R CO

MM

UN

ITY

OU

TCO

MES

IND

ICA

TORS

PERF

ORM

AN

CE M

EASU

RES

Cust

omer

s fe

el w

elco

med

and

va

lued

H

ealth

and

saf

ety

best

pra

ctic

es

and

upsk

illin

g st

aff

ACH

IEV

ED O

R N

OT

ACH

IEV

ED

Frie

nds

and

fam

ily, f

amily

or

grou

p, fr

iend

s D

ec 2

014

Ota

go M

useu

m in

-ho

use

surv

ey: 5

6%

Mar

ch 2

015

Mus

eum

s A

otea

roa

Nat

iona

l Sur

vey:

42%

N

atio

nal b

ench

mar

k: 4

0%

Repe

at v

isit

s D

ec 2

014

Ota

go M

useu

m in

-ho

use

surv

ey: 6

1%

Mar

ch 2

015

Mus

eum

s A

otea

roa

Nat

iona

l Sur

vey:

65%

N

atio

nal b

ench

mar

k: 9

4%

ACH

IEV

ED:

Spec

ialis

atio

n of

Vis

itor

Inte

ract

ion

staf

f mem

bers

to

help

vis

itors

feel

wel

com

ed

enga

ged

and

safe

A

CHIE

VED

: Fe

brua

ry 2

015

– M

useu

m fo

yer

rede

sign

ed to

mak

e it

easi

er

for v

isito

rs to

get

info

rmat

ion

and

guid

ance

from

sta

ff

ACH

IEV

ED:

Ota

go M

useu

m h

as a

n A

CC

Tert

iary

Hea

lth a

nd S

afet

y

PERF

ORM

AN

CE S

TATU

S In

Dec

embe

r 201

4 a

revi

ew o

f the

Vis

itor I

nter

actio

n an

d Pr

ogra

mm

es (V

IP) d

ivis

ion

saw

the

team

re

orga

nise

d in

to s

peci

alis

t tea

ms

to e

nabl

e st

aff t

o pl

ay to

thei

r sk

ills,

exp

erie

nce

and

part

icul

ar

inte

rest

s.

•Th

e Fr

ont o

f Hou

se (F

OH

) tea

m fo

cus

on th

e in

itial

cus

tom

er c

are,

mee

t and

gre

et a

t the

fr

ont d

esk

and

take

resp

onsi

bilit

y fo

r fr

ont o

f hou

se s

afet

y an

d m

anag

emen

t of v

isito

r flo

ws,

bo

th to

the

Mus

eum

and

to s

taff

at t

he M

useu

m.

•Th

e G

alle

ry C

omm

unic

ator

s ha

ve a

n in

-dep

th k

now

ledg

e of

the

colle

ctio

n on

dis

play

and

are

tr

aine

d to

eng

age

with

vis

itors

in a

way

that

enh

ance

s th

e vi

sito

r exp

erie

nce.

The

y al

so

deve

lop

tour

s an

d ac

tiviti

es th

at e

ngag

e vi

sito

rs w

ith th

e co

llect

ion

and

exhi

bitio

ns. T

heir

othe

r rol

e is

to e

nsur

e th

e sa

fety

of a

ll vi

sito

rs, e

nsur

ing

they

do

not p

ut th

emse

lves

, oth

ers

or th

e co

llect

ion

at ri

sk.

•Th

e Sc

ienc

e te

am’s

role

is to

eng

age

with

vis

itors

in D

isco

very

Wor

ld a

nd T

ropi

cal F

ores

t,

and

to u

nder

take

out

reac

h pr

ogra

mm

es.

A

cus

tom

er tr

aini

ng P

ower

Poin

t has

bee

n de

velo

ped

to e

nsur

e al

l FO

H a

nd G

alle

ry C

omm

unic

ator

s ar

e w

ell t

rain

ed a

t vis

itor

enga

gem

ent.

N

ew s

igna

ge a

skin

g pe

ople

to a

ctiv

ely

supe

rvis

e th

eir c

hild

ren

and

not t

o ru

n w

ere

desi

gned

in 2

014

and

inst

alle

d in

the

2015

–16

year

. H

ealth

and

saf

ety

best

pra

ctic

e in

clud

es th

e fo

llow

ing:

•St

aff a

tten

d w

orks

hops

to e

nsur

e th

ey a

re c

ompl

etel

y aw

are

of a

ll re

quire

men

ts

•an

d ch

ange

s.

42

ENG

AG

ING

OU

R CO

MM

UN

ITY

OU

TCO

MES

IN

DIC

ATO

RS

PERF

ORM

AN

CE M

EASU

RES

ACH

IEV

ED O

R N

OT

ACH

IEV

ED

stat

us w

hich

is th

e hi

ghes

t le

vel a

war

ded

by th

e A

CC

ACH

IEV

ED:

Wor

ksho

ps fo

r sta

ff o

f new

H

&S

Gui

delin

es; f

irst a

id

cert

ifica

tion

and

trai

ning

for a

ll FO

H s

taff

kep

t cur

rent

PERF

ORM

AN

CE S

TATU

S

•H

ealth

and

Saf

ety

is a

n ag

enda

item

on

the

Ope

ratio

nal,

Exec

utiv

e an

d O

tago

Mus

eum

•Tr

ust B

oard

age

ndas

, ens

urin

g th

at a

ll ke

y in

cide

nts

and/

or is

sues

are

add

ress

ed a

t the

ap

prop

riate

leve

ls.

•A

ll FO

H a

nd G

alle

ry s

taff

rec

eive

Firs

t Aid

Cer

tific

atio

n an

d re

cord

s ar

e ke

pt c

urre

nt.

•A

def

ibril

lato

r has

bee

n in

stal

led

in th

e Ca

fé a

nd a

ll FO

H s

taff

are

trai

ned

in it

s us

e.

•Se

curit

y an

d si

gn-in

mea

sure

s no

w in

clud

e a

man

ual s

ign-

in b

ook.

Dev

elop

a v

olun

teer

str

ateg

y th

at e

nabl

es th

e co

mm

unity

to

cont

ribut

e ac

tivel

y to

the

Mus

eum

thro

ugh

inte

rpre

tatio

n, c

olle

ctio

n w

ork

and

fron

t of h

ouse

Volu

ntee

r pro

ject

s un

derw

ay

with

in th

e M

useu

m

ACH

IEV

ED:

2014

/15

– fiv

e vo

lunt

eer

oppo

rtun

ities

pos

ted

on

web

site

20

14/1

5 –

deve

lope

d ne

w

volu

ntee

ring

oppo

rtun

ities

for

Frie

nds

of th

e O

tago

Mus

eum

In li

ne w

ith th

e Co

llect

ions

and

Res

earc

h di

visi

on’s

initi

ativ

es to

rec

ruit

mor

e vo

lunt

eers

, the

follo

win

g vo

lunt

eerin

g op

port

uniti

es h

ave

been

pro

mot

ed th

roug

h th

e M

useu

m w

ebsi

te:

•Bi

ogra

phic

al R

esea

rche

r

•D

ocum

ent S

cann

er

•Fu

rnitu

re C

olle

ctio

n Re

sear

cher

•G

eo-r

efer

enci

ng R

esea

rche

r

•N

atur

al S

cien

ce T

rans

crib

er

The

Ass

ocia

tion

of F

riend

s of

the

Ota

go M

useu

m is

dev

elop

ing

way

s to

bui

ld a

poo

l of w

illin

g w

orke

rs

to a

ssis

t with

the

colle

ctio

n, a

nd e

vent

ually

als

o ha

ve a

pre

senc

e on

the

galle

ry fl

oor.

The

new

Frie

nds

broc

hure

stip

ulat

es v

olun

teer

ing

as a

ben

efit

of m

embe

rshi

p.

http

://o

tago

mus

eum

.nz/

supp

ort/

frie

nds/

Stag

e th

e M

useu

ms

Aot

earo

a (M

A) C

onfe

renc

e in

201

5

Out

com

es o

n M

A20

15 c

onfe

renc

e

ACH

IEV

ED:

Hos

ted

conf

eren

ce w

ith re

cord

nu

mbe

r of d

eleg

ates

, ful

ly

subs

crib

ed 2

30 p

eopl

e a

day,

to

tal 2

65 d

eleg

ates

Mus

eum

s A

otea

roa

Conf

eren

ce 2

015,

Com

mun

icat

ing

Cultu

re, 6

–8 M

ay 2

015

was

hos

ted

by O

tago

M

useu

m a

nd s

uppo

rted

by

Dun

edin

Pub

lic A

rt G

alle

ry (D

PAG

), To

itū O

tago

Set

tlers

Mus

eum

, Olv

esto

n H

isto

ric H

ome

and

the

Hoc

ken

Libr

ary

– U

nive

rsity

of O

tago

. O

utco

mes

:

•Th

e co

nfer

ence

was

fully

sub

scrib

ed s

ix w

eeks

bef

ore

the

clos

ing

date

. 230

del

egat

es p

er

day,

and

a to

tal o

f 265

peo

ple,

att

ende

d th

e co

nfer

ence

.

•O

ver 2

00 d

eleg

ates

cam

e fr

om o

utsi

de o

f Dun

edin

, and

incl

uded

mus

eum

dire

ctor

s,

cons

erva

tors

, mar

kete

rs, c

ultu

ral r

epre

sent

ativ

es, c

urat

ors

and

busi

ness

man

ager

s.

•A

lmos

t eve

ry m

eetin

g an

d se

ssio

n w

as a

t max

imum

cap

acity

and

eve

nts

wer

e sp

read

acr

oss

the

city

.

•Th

e M

useu

m w

orke

d cl

osel

y w

ith D

PAG

, Hoc

ken,

Toi

tū a

nd O

lves

ton,

to d

evel

op a

n ex

citin

g pr

ogra

mm

e sh

owca

sing

Dun

edin

’s G

LAM

sec

tor.

43

ENG

AG

ING

OU

R CO

MM

UN

ITY

OU

TCO

MES

W

e w

ill

enco

urag

e in

tera

ctio

n on

-site

, off

-si

te a

nd

onlin

e.

IND

ICA

TORS

Co

ntin

ue to

off

er fr

ee

adm

issi

on to

the

Mus

eum

, ex

hibi

tions

and

pro

gram

mes

as

reso

urce

s al

low

U

tilis

e M

useu

ms

Aot

earo

a re

sear

ch o

n th

ose

who

do

and

do n

ot v

isit

the

Mus

eum

to

info

rm th

e de

velo

pmen

t of o

ur

com

mun

ity e

ngag

emen

t pla

n,

whi

ch d

etai

ls h

ow w

e en

gage

w

ith a

ll se

ctio

ns o

f the

co

mm

unity

PERF

ORM

AN

CE M

EASU

RES

Mus

eum

con

tinue

s to

off

er fr

ee

adm

issi

on p

rogr

amm

es a

nd e

vent

s M

useu

ms

Aot

earo

a su

rvey

use

d to

id

entif

y cu

rren

t and

targ

et m

arke

ts

and

data

fed

into

com

mun

ity

enga

gem

ent p

lan

ACH

IEV

ED O

R N

OT

ACH

IEV

ED

ACH

IEV

ED:

2014

/15

– 1,

187

free

eve

nts

and

activ

ities

off

ered

20

13/1

4 –

1,22

0 fr

ee e

vent

s an

d ac

tiviti

es o

ffer

ed

ACH

IEV

ED:

Mus

eum

s A

otea

roa

rese

arch

us

ed to

iden

tify

key

curr

ent

and

pote

ntia

l tar

get m

arke

ts,

and

to d

evel

op e

vent

s an

d pr

ogra

mm

es to

eng

age

with

ne

w a

udie

nces

PERF

ORM

AN

CE S

TATU

S Th

is y

ear D

uned

in C

ity C

ounc

il pu

t for

war

d a

prop

osal

to in

trod

uce

adm

issi

on c

harg

es a

t som

e co

unci

l-ru

n cu

ltura

l ins

titut

ions

in th

e ci

ty. A

fter

pub

lic d

ebat

e, a

nd s

ubm

issi

ons

from

the

Ota

go M

useu

m, t

he

deci

sion

was

mad

e no

t to

char

ge a

dmis

sion

at D

uned

in C

ity C

ounc

il m

useu

ms

and

galle

ries.

A

dmis

sion

pric

es fo

r Dis

cove

ry W

orld

Tro

pica

l For

est h

ave

not c

hang

ed o

r inc

reas

ed w

ith th

e CP

I, m

eani

ng th

at th

e re

al c

ost t

o vi

sito

rs h

as re

duce

d.

In F

ebru

ary

2015

the

Mar

ketin

g Co

ordi

nato

r gav

e a

pres

enta

tion

on th

e D

ecem

ber 2

014

Gen

eral

Sa

tisfa

ctio

n Su

rvey

to s

taff

from

the

Gal

lery

Com

mun

icat

ions

, FO

H, E

duca

tion,

Pro

gram

mes

and

Ev

ents

, and

Des

ign

team

s. T

his

data

info

rmed

the

ongo

ing

deve

lopm

ent o

f eve

nts

and

prog

ram

mes

, an

d ed

ucat

iona

l and

out

reac

h ac

tiviti

es.

Key

findi

ngs

wer

e as

follo

ws:

•Th

e m

ajor

ity o

f vis

itors

are

from

Dun

edin

and

Ota

go (5

9%),

with

14%

from

oth

er r

egio

ns o

f N

ew Z

eala

nd a

nd 3

2% (r

ound

ed fi

gure

s) fr

om o

vers

eas:

The

Mus

eum

is d

evel

opin

g to

urs

for

over

seas

tour

ists

that

tell

the

uniq

ue a

nd ic

onic

sto

ries

of o

ur c

olle

ctio

n, s

uch

as th

e ne

w

Icon

s of

the

Ota

go M

useu

m to

ur a

nd th

e up

date

d So

uthe

rn L

and,

Sou

ther

n Pe

ople

cru

ise

ship

tour

, and

the

deve

lopm

ent o

f the

Mār

ama

ā-W

hetū

pla

neta

rium

sho

w a

nd to

ur.

•64

% o

f vis

itors

inte

rvie

wed

wer

e fe

mal

e: c

reat

e ev

ents

that

app

eal t

o fe

mal

e m

arke

t and

fa

mili

es (a

s ca

regi

vers

are

mor

e lik

ely

to b

e fe

mal

e) a

nd d

evel

op e

vent

s, s

uch

as th

e RE

Volu

tion

exhi

bitio

n w

hich

app

eale

d to

a w

ide

but m

ainl

y m

ale

audi

ence

, to

attr

act m

ale

audi

ence

s.

•Th

e et

hnic

ity o

f mos

t of o

ur v

isito

rs is

New

Zea

land

Eur

opea

n (4

7%).

Māo

ri m

ake

up 2

% o

f vi

sito

rs a

nd C

hine

se 5

%. T

he M

useu

m is

dev

elop

ing

the

Hāk

ui: W

omen

of K

āi T

ahu

exhi

bitio

n to

eng

age

with

Māo

ri fr

om T

e W

aipo

unam

u an

d A

otea

roa.

Thi

s w

ill o

pen

in

Nov

embe

r 201

5. T

he M

useu

m c

ontin

ues

to e

ngag

e w

ith m

useu

ms

in S

hang

hai,

Chin

a (D

uned

in’s

sis

ter c

ity) t

hrou

gh s

taff

exc

hang

es a

nd e

xhib

ition

s (o

n ho

ld).

•64

% o

f vis

itors

sur

veye

d ha

d a

tert

iary

qua

lific

atio

n. T

his

is o

n pa

r with

nat

iona

l sur

vey

resu

lts (6

9%, M

useu

ms

Aot

earo

a N

atio

nal M

useu

m S

urve

y M

arch

201

4): T

he M

useu

m is

de

velo

ping

pro

gram

mes

alig

ned

to w

ider

loca

l pub

lic e

vent

s su

ch a

s th

e Ca

dbur

y Ch

ocol

ate

Carn

ival

and

New

Zea

land

Inte

rnat

iona

l Sci

ence

Fes

tival

to a

ttra

ct n

ew a

udie

nces

thro

ugh

thei

r est

ablis

hed

netw

orks

.

We

will

in

spire

a

pass

ion

for

lifel

ong

lear

ning

.

Del

iver

edu

catio

n pr

ogra

mm

es

to a

min

imum

of 5

,000

st

uden

ts w

ithin

our

com

mun

ity

Num

bers

of s

tude

nts

who

took

par

t in

edu

catio

n pr

ogra

mm

es a

t the

M

useu

m in

201

4/15

ACH

IEV

ED:

2014

/15

– 8,

635

stud

ents

at

tend

ed M

useu

m L

EOTC

pr

ogra

mm

es; 2

,700

stu

dent

s an

d ac

com

pany

ing

adul

ts

(rat

io: 1

adu

lt to

4 c

hild

ren)

at

tend

ed M

useu

m n

on-L

EOTC

ed

ucat

ion

prog

ram

mes

The

Educ

atio

n te

am h

as b

een

deve

lopi

ng a

num

ber o

f oth

er e

duca

tion-

base

d no

n-LE

OTC

pro

gram

mes

to

del

iver

edu

catio

n an

d sc

ienc

e ou

tsid

e th

e cl

assr

oom

, and

cap

ture

har

d-to

-rea

ch g

roup

s, s

uch

as th

e M

etho

dist

Mis

sion

pro

ject

and

the

Unl

ocki

ng C

urio

us M

inds

fam

ily s

cien

ce p

roje

ct, f

unde

d by

MBI

E.

The

resu

lts a

re 2

22%

abo

ve o

ur ta

rget

of s

tude

nt n

umbe

rs a

s se

t by

the

Min

istr

y of

Edu

catio

n.

44

ENG

AG

ING

OU

R CO

MM

UN

ITY

OU

TCO

MES

IND

ICA

TORS

Es

tabl

ish

a ne

w s

cien

ce

enga

gem

ent u

nit w

ith th

e ai

m

of im

prov

ing

scie

nce

liter

acy

in

our c

omm

unity

PERF

ORM

AN

CE M

EASU

RES

Esta

blis

hmen

t of S

cien

ce

Enga

gem

ent u

nit

Impr

ovin

g sc

ienc

e lit

erac

y in

the

com

mun

ity

ACH

IEV

ED O

R N

OT

ACH

IEV

ED

ACH

IEV

ED:

2014

/15

– Sc

ienc

e En

gage

men

t te

am e

stab

lishe

d; n

ew

Dire

ctor

, Sci

ence

Eng

agem

ent

appo

inte

d; F

ull D

ome

Prod

ucer

ap

poin

ted

ACH

IEV

ED:

Esta

blis

hed

the

Ota

go

Part

icip

ator

y Sc

ienc

e Pl

atfo

rm;

succ

essf

ul jo

int b

ids

for

Illum

inat

e N

Z an

d La

b in

a B

ox;

secu

red

fund

ing

for O

tago

M

useu

m C

urio

us M

inds

pr

ojec

ts; P

lane

tari

um a

nd

Dis

cove

ry W

orld

re

deve

lopm

ent u

nder

way

ACH

IEV

ED:

Out

reac

h pr

ogra

mm

es

deliv

ered

at a

ll O

tago

A&

P sh

ows

and

at g

ala

days

; D

uned

in P

ublic

Lib

rarie

s; r

an

Han

ds-o

n Sc

ienc

e w

orks

hops

; pr

esen

ted

prog

ram

mes

at N

Z In

tern

atio

nal S

cien

ce F

estiv

als

PERF

ORM

AN

CE S

TATU

S In

Janu

ary

2015

the

Scie

nce

team

was

est

ablis

hed

to d

eliv

er s

cien

ce le

arni

ng p

rogr

amm

es to

en

cour

age

peop

le, y

oung

and

old

, to

enga

ge in

life

long

lear

ning

. In

June

201

5, a

s a

resu

lt of

suc

cess

fully

ach

ievi

ng fu

ndin

g fr

om M

BIE

for t

he O

tago

pilo

t of t

he

Part

icip

ator

y Sc

ienc

e Pl

atfo

rm (O

PSP)

, a D

irect

or, S

cien

ce E

ngag

emen

t was

app

oint

ed. H

is ro

le is

not

on

ly to

del

iver

the

OPS

P pi

lot p

rogr

amm

e, b

ut to

lead

the

Scie

nce

team

in th

e de

velo

pmen

t of n

ew a

nd

inno

vativ

e sc

ienc

e en

gage

men

t pro

ject

s th

at b

ring

audi

ence

s in

to th

e M

useu

m a

nd ta

ke s

cien

ce

com

mun

icat

ors

out t

o th

e pu

blic

.

The

Mus

eum

sup

port

ed th

e U

nive

rsit

y of

Auc

klan

d M

BIE-

fund

ed p

roje

ct d

esig

ned

to c

eleb

rate

the

UN

ESCO

Inte

rnat

iona

l Yea

r of L

ight

by

conn

ectin

g sc

hool

chi

ldre

n to

eng

agin

g di

spla

ys b

ased

aro

und

phys

ics

and

phot

onic

s, a

nd w

as p

art o

f a s

ucce

ssfu

l bid

by

Gen

etic

s O

tago

to d

evel

op a

con

tain

er-b

ased

La

b in

a B

ox to

sup

port

sci

ence

lear

ning

in ru

ral s

choo

ls a

nd c

omm

uniti

es.

In Ja

nuar

y 20

15 th

e fir

st s

tage

of t

he r

edev

elop

men

t of D

isco

very

Wor

ld c

omm

ence

d w

ith th

e or

deri

ng

of a

9-m

etre

, 50-

seat

dom

e fo

r the

pla

neta

rium

, whi

ch w

ill o

pen

in e

arly

Dec

embe

r 201

5. T

his

new

ed

ucat

iona

l/en

tert

ainm

ent a

ttra

ctio

n, a

long

with

sta

ge o

ne o

f the

Dis

cove

ry W

orld

rede

velo

pmen

t will

un

derp

in s

ome

of th

e w

ays

that

the

Mus

eum

will

eng

age

and

inte

ract

with

sch

ools

, stu

dent

s,

prof

essi

onal

org

anis

atio

ns a

nd to

uris

ts in

the

com

ing

year

s to

bui

ld s

cien

ce li

tera

cy.

Out

reac

h pr

ogra

mm

es u

nder

take

n in

201

4/15

incl

ude

the

follo

win

g:

•A

&P

show

s –

the

Mus

eum

has

con

tinue

d to

go

to a

ll th

e re

gion

al A

&P

show

s th

is y

ear,

su

ppor

ting

the

farm

ing

com

mun

ities

and

pro

mot

ing

scie

nce

as a

way

to p

rogr

ess

in li

fe.

•G

ala

days

– s

cien

ce s

how

s w

ere

deliv

ered

at t

he B

right

on G

ala

day

and

the

very

bus

y Th

ieve

s A

lley

Mar

ket i

n th

e O

ctag

on th

is y

ear.

The

Mus

eum

par

tner

s w

ith th

e D

uned

in F

ire

Brig

ade

and

the

mag

icia

n Jo

nath

an U

sher

in th

ese

even

ts in

ord

er to

pro

mot

e sc

ienc

e an

d m

ark

its b

ound

arie

s w

ith m

agic

.

•D

CC s

umm

er re

adin

g pr

ogra

mm

e fo

r kid

s at

the

Dun

edin

Pub

lic L

ibra

ries

– th

e Sc

ienc

e te

am

deliv

ered

a s

uper

her

o sc

ienc

e sh

ow a

t the

pri

ze-g

ivin

g ev

ent.

•Th

e te

am p

rese

nted

a s

cien

ce s

how

at t

he O

amar

u on

Fire

eve

nt a

nd th

e W

esto

n G

uy

Faw

kes

even

t, w

ith a

sho

w o

n th

e sc

ienc

e of

fire

wor

ks.

•H

ands

-on

Scie

nce

with

the

Uni

vers

ity o

f Ota

go –

stu

dent

s to

ok p

art i

n a

wor

ksho

p on

sp

ectr

osco

py a

nd te

lesc

ope-

use

at th

e D

uned

in O

bser

vato

ry. D

isco

very

Wor

ld d

emos

fe

atur

ed in

the

wor

ksho

ps a

s w

ell.

•N

Z In

tern

atio

nal S

cien

ce F

estiv

al 2

014

– D

isco

very

Wor

ld e

xplo

ratio

ns fe

atur

ed th

e sc

ienc

e of

sw

imm

ing

in M

oana

Poo

l, an

d w

orks

hops

wer

e he

ld a

t the

Pub

lic L

ibra

ry to

mak

e sp

ectr

osco

pes

and

plan

isph

eres

, and

lear

n ab

out t

he s

tars

and

pla

nets

that

can

be

seen

fr

om D

uned

in.

45

ENG

AG

ING

OU

R CO

MM

UN

ITY

OU

TCO

MES

IND

ICA

TORS

Pr

ovid

e ed

ucat

iona

l ex

perie

nces

sui

tabl

e fo

r a

rang

e of

age

s, a

bilit

ies

and

inte

rest

leve

ls

Dev

elop

and

cre

ate

exhi

bitio

ns, l

earn

ing

spac

es

and

envi

ronm

ents

that

att

ract

an

d en

gage

enq

uirin

g m

inds

on

-site

, off

-site

and

onl

ine

PERF

ORM

AN

CE M

EASU

RES

Evid

ence

of t

he d

evel

opm

ent a

nd

deliv

ery

of ta

rget

ed e

duca

tion

prog

ram

mes

Ev

iden

ce o

f the

dev

elop

men

t and

cr

eatio

n of

exh

ibiti

ons,

lear

ning

sp

aces

and

env

iron

men

ts th

at

attr

acte

d an

d en

gage

d en

quiri

ng

min

ds o

n-si

te, o

ff- s

ite a

nd o

nlin

e

ACH

IEV

ED O

R N

OT

ACH

IEV

ED

ACH

IEV

ED:

Dev

elop

ed a

nd p

rese

nted

sc

ienc

e en

gage

men

t sho

ws

in-

hous

e fo

r NZ

Inte

rnat

iona

l Sc

ienc

e Fe

stiv

al; A

dvan

ced

Scho

ols

Scie

nce

Aca

dem

y;

deve

lope

d Th

e Be

st S

cien

ce

Show

in th

e H

isto

ry o

f the

W

orld

Eve

r!

ACH

IEV

ED:

Dev

elop

men

t of s

taff

and

pr

ogra

mm

es to

targ

et s

peci

fic

lear

ning

gro

ups:

Pas

ifika

le

arne

rs, M

āori

lear

ners

, le

arne

rs w

ith s

peci

al e

duca

tion

need

s; re

achi

ng s

tude

nts

from

lo

wer

soc

io-e

cono

mic

ba

ckgr

ound

s; M

etho

dist

M

issi

on p

roje

ct

ACH

IEV

ED:

On-

site

: del

iver

ed T

he S

andp

it sc

ienc

e di

spla

y; B

ug G

ym

inte

ract

ives

for B

ugs:

the

Meg

a W

orld

of M

inib

east

s; to

ucha

ble

tiles

in In

ters

ectio

ns: C

eram

ics

from

Ral

ph H

oter

e’s

Pers

onal

Co

llect

ion;

ser

ies

of

prog

ram

mes

PERF

ORM

AN

CE S

TATU

S Ex

ampl

es o

f the

sho

ws

and

prog

ram

mes

dev

elop

ed to

impr

ove

scie

nce

liter

acy

in th

e co

mm

unity

in

clud

e th

e fo

llow

ing:

•N

Z In

tern

atio

nal S

cien

ce F

estiv

al 2

014

– th

e O

tago

Mus

eum

off

ered

an

inno

vativ

e pr

ogra

mm

e ca

lled

From

Lab

orat

ory

to S

tage

. Kid

s ag

ed 8

–15

visi

ted

diff

eren

t dep

artm

ents

at

the

Uni

vers

ity o

f Ota

go, f

ollo

wed

thro

ugh

with

som

e ex

perim

ents

and

then

pre

pare

d a

scie

nce

show

in a

ser

ies

of w

orks

hops

in D

isco

very

Wor

ld to

pre

sent

to v

isit

ors

to th

e M

useu

m a

t the

end

of t

he w

eek.

•O

tago

Uni

vers

ity A

dvan

ced

Scho

ol S

cien

ces

Aca

dem

y –6

0 Ye

ar 1

3 st

uden

ts c

reat

ed s

cien

ce

show

s th

at w

ere

deliv

ered

to a

gen

eral

aud

ienc

e in

the

Hut

ton

Thea

tre

afte

r fiv

e m

onth

s of

w

orks

hops

to c

reat

e, p

rom

ote

and

deliv

er th

e sh

ows.

•Th

e M

useu

m e

stab

lishe

d Th

e Be

st S

cien

ce S

how

in th

e H

isto

ry o

f the

Wor

ld E

ver!

Thi

s is

a

free

sho

wca

se o

f the

bes

t sci

ence

dem

onst

ratio

ns th

e sc

ienc

e te

am c

ould

dev

elop

or

find.

•D

isco

very

Wor

ld w

as re

fres

hed

with

the

inst

alla

tion

of th

e Li

ght Z

one,

spo

nsor

ed b

y th

e D

odd-

Wal

ls C

entr

e fo

r Pho

toni

cs a

nd Q

uant

um T

echn

olog

ies,

cel

ebra

ting

the

UN

ESCO

In

tern

atio

nal Y

ear o

f Lig

ht.

•A

Tor

sion

Wav

e in

tera

ctiv

e w

as d

evel

oped

in-h

ouse

, with

a re

late

d le

arni

ng p

rogr

amm

e.

Spec

ific

prog

ram

mes

and

act

iviti

es w

ere

deve

lope

d fo

r the

follo

win

g gr

oups

:

•Pa

sifik

a le

arne

rs –

est

ablis

hmen

t of c

onsu

ltanc

y re

latio

nshi

p w

ith P

esam

ino-

Solo

mon

a Ti

li, a

le

ader

with

in P

asifi

ka d

ance

cir

cles

in O

tago

, as

wel

l as

Dire

ctor

of R

elig

ious

St

udie

s/A

ssis

tant

Prin

cipa

l at S

acre

d H

eart

Sch

ool.

Pesa

has

agr

eed

to a

ssis

t in

the

rede

velo

pmen

t of o

ur e

xist

ing

Cele

brat

ing

the

Paci

fic p

rogr

amm

e al

ong

with

pro

fess

iona

l de

velo

pmen

t aro

und

the

teac

hing

and

lear

ning

nee

ds o

f Pas

ifika

stu

dent

s.

•M

āori

lear

ners

– tr

aini

ng in

te re

o an

d tik

anga

Māo

ri w

ith O

tago

Mus

eum

’s C

urat

or, M

āori,

•Le

arne

rs w

ith s

peci

al e

duca

tion

need

s –

wor

ked

with

Kin

gsle

a Re

side

ntia

l Sch

ool a

nd

desi

gned

a s

erie

s of

vis

its to

enc

oura

ge s

tude

nts

to e

ngag

e w

ith th

eir c

ultu

re a

nd s

cien

ce.

•Lo

w s

ocio

-eco

nom

ic b

ackg

roun

d –

prov

ided

free

vis

its fo

r Kin

gsle

a Sc

hool

, plu

s ac

cess

to

Dis

cove

ry W

orld

Tro

pica

l For

est a

t eac

h vi

sit.

•M

etho

dist

Mis

sion

pro

ject

– th

is in

volv

es th

e de

liver

y of

a s

cien

ce e

ngag

emen

t pro

gram

me

to s

tude

nts

iden

tifie

d th

roug

h So

cial

Wor

kers

in S

choo

ls (S

WIS

) by

the

Met

hodi

st M

issi

on.

On-

site

eng

agin

g le

arni

ng e

nviro

nmen

ts in

clud

ed th

e fo

llow

ing:

•A

col

labo

ratio

n w

ith th

e Ce

ntre

for S

cien

ce C

omm

unic

atio

n de

velo

ped

an in

tegr

ated

sc

ienc

e di

spla

y sy

stem

cal

led

The

Sand

pit:

Loo

k Be

neat

h th

e Su

rfac

e, A

triu

m L

evel

2, w

hich

in

clud

ed ‘t

oy’ s

ea c

reat

ures

with

whi

ch y

oung

chi

ldre

n co

uld

enga

ge.

•Th

e Bu

gs: t

he M

ega

Wor

ld o

f Min

ibea

sts

exhi

bitio

n ha

d m

any

diff

eren

t int

erac

tive

elem

ents

, fro

m th

ree

Bug

Gym

han

ds-o

n in

tera

ctiv

es th

at a

llow

ed v

isito

rs to

pit

them

selv

es

agai

nst b

ugs,

to fa

ct fi

les

and

live

inte

ract

ive

disp

lays

, inc

ludi

ng th

e Bu

g Br

othe

r Hou

se,

whi

ch fe

atur

ed li

ve c

ockr

oach

es.

•Th

e In

ters

ectio

ns: C

eram

ics

from

Ral

ph H

oter

e’s

Pers

onal

Col

lect

ion

exhi

biti

on h

as

touc

habl

e po

tter

y til

es s

o pe

ople

can

feel

the

diff

eren

t tex

ture

s of

‘gro

g’ fi

nish

es.

46

ENG

AG

ING

OU

R CO

MM

UN

ITY

OU

TCO

MES

IN

DIC

ATO

RS

PERF

ORM

AN

CE M

EASU

RES

ACH

IEV

ED O

R N

OT

ACH

IEV

ED

ACH

IEV

ED:

Off

-site

: DO

C co

llabo

ratio

n on

U

rban

Nat

ure

cam

paig

n A

CHIE

VED

: O

nlin

e: n

ew w

ebsi

te a

nd b

log

in d

evel

opm

ent f

or 2

015/

16

PERF

ORM

AN

CE S

TATU

S O

ff-s

ite le

arni

ng e

xper

ienc

es in

clud

ed:

•In

terp

retiv

e pa

nels

con

ceiv

ed b

y D

OC

and

crea

ted

by th

e O

tago

Mus

eum

Des

ign

team

wer

e un

veile

d al

ong

Port

smou

th D

rive

as p

art o

f the

Urb

anN

atur

e ca

mpa

ign

in A

ugus

t 201

5.

Onl

ine

activ

ities

incl

uded

the

follo

win

g:

•Th

e de

velo

pmen

t of t

he n

ew M

useu

m w

ebsi

te is

und

erw

ay. A

web

dev

elop

men

t com

pany

ha

s be

en a

ppoi

nted

to d

esig

n a

web

site

that

will

info

rm a

nd e

ngag

e, a

nd le

ad u

sers

to s

ocia

l m

edia

and

blo

gs a

ssoc

iate

d w

ith th

e si

te.

We

will

pa

rtne

r,

supp

ort a

nd

enga

ge w

ith

the

com

mun

ities

of

the

Ota

go

regi

on.

Mai

ntai

n an

d de

velo

p pa

rtne

rshi

p lin

ks w

ith re

gion

al

inst

itutio

ns in

clud

ing,

but

not

lim

ited

to: t

he th

ree

regi

onal

m

useu

ms,

Nor

th O

tago

, Sou

th

Ota

go a

nd C

entr

al S

tori

es; t

he

Uni

vers

ity o

f Ota

go; O

tago

Po

lyte

chni

c; T

oitū

Ota

go

Sett

lers

Mus

eum

; Dun

edin

Pu

blic

Art

Gal

lery

; Olv

esto

n H

isto

ric H

ome;

Roy

al S

ocie

ty o

f N

ew Z

eala

nd; O

tago

Inst

itute

an

d ou

r fou

r lo

cal r

ūnak

a

Evid

ence

of w

orki

ng w

ith O

tago

’s

com

mun

ities

ACH

IEV

ED:

Rela

tions

hips

dev

elop

ed a

nd

mai

ntai

ned

acro

ss a

ll ta

rget

ed

inst

itutio

ns: N

orth

Ota

go,

Sout

h O

tago

and

Cen

tral

St

orie

s M

useu

ms;

the

Uni

vers

ity o

f Ota

go; O

tago

Po

lyte

chni

c; T

oitū

Ota

go

Sett

lers

Mus

eum

; Dun

edin

Pu

blic

Art

Gal

lery

; Olv

esto

n H

isto

ric H

ome;

Roy

al S

ocie

ty o

f N

ew Z

eala

nd; O

tago

Inst

itute

an

d fo

ur lo

cal r

ūnak

a

The

staf

f and

exe

cutiv

e te

am h

ave

wor

ked

clos

ely

with

man

y of

Ota

go’s

inst

itutio

ns a

s de

mon

stra

ted

belo

w: •

Nor

th O

tago

Mus

eum

, Cen

tral

Sto

ries

Mus

eum

, Olv

esto

n H

isto

ric

Hom

e –

free

co

nser

vatio

n se

rvic

es/c

onsu

ltanc

y ha

s be

en o

ffer

ed fo

r up

to 4

0 ho

urs

per

year

as

part

of

our o

utre

ach

prog

ram

.

•So

uth

Ota

go M

useu

m –

the

Mus

eum

team

ass

iste

d w

ith th

e in

stal

latio

n of

the

Nev

er a

W

eek

Goe

s By

exh

ibiti

on a

t the

Dun

edin

Rai

lway

Sta

tion

http

://w

w10

0.go

vt.n

z/'n

ever

-a-

wee

k-go

es-b

y'-e

xhib

ition

. •

Free

con

serv

atio

n se

rvic

es a

nd c

onsu

ltanc

y ha

ve b

een

offe

red

for u

p to

40

hour

s pe

r yea

r as

part

of o

ur o

utre

ach

prog

ram

.

•U

nive

rsity

of O

tago

– c

olla

bora

tions

are

und

erw

ay w

ith th

e Ce

ntre

of S

cien

ce

Com

mun

icat

ion;

the

Mus

eum

is d

eliv

erin

g ed

ucat

ion

outr

each

for

the

Dod

d-W

alls

Cen

tre

of

Phot

onic

s an

d Q

uant

um T

echn

olog

ies;

Gen

etic

s O

tago

– L

ab in

a B

ox p

roje

ct.

•O

tago

Pol

ytec

hnic

– c

olla

bora

tion

on th

e W

ho C

ared

? O

tago

Nur

ses

in W

WI e

xhib

ition

op

enin

g Se

ptem

ber 2

015.

•To

itū O

tago

Set

tlers

Mus

eum

– c

o-ho

sted

the

Mus

eum

s A

otea

roa

conf

eren

ce in

May

201

5.

Prov

ided

con

serv

atio

n as

sist

ance

. Loa

ned

kurī

dog

spec

imen

for t

he T

oitū

Cat

s an

d D

ogs

exhi

bitio

n

•D

uned

in P

ublic

Art

Gal

lery

– c

o-ho

sted

the

Mus

eum

s A

otea

roa

conf

eren

ce in

May

201

5.

•O

lves

ton

His

tori

c H

ome

– de

velo

ped

a sp

ecia

l gui

ded

tour

for i

nclu

sion

in th

e H

erita

ge

Fest

ival

Ope

n D

uned

in s

tran

d co

ordi

nate

d by

Olv

esto

n H

isto

ric H

ome.

•Ro

yal S

ocie

ty o

f New

Zea

land

– th

e M

useu

m is

par

t of t

he n

atio

nal R

oyal

Soc

iety

’s s

peak

er

circ

uit.

•O

tago

Inst

itute

– th

e lo

cal b

ranc

h of

the

Roy

al S

ocie

ty r

egul

arly

sta

ges

talk

s an

d ev

ents

at

the

Mus

eum

.

•H

okon

ui, M

oera

ki, Ō

tāko

u an

d Pu

kete

raki

– a

s w

ell a

s al

l fou

r rū

naka

bei

ng re

pres

ente

d on

th

e M

āori

Adv

isor

y Co

mm

ittee

, whi

ch m

eets

eve

ry tw

o m

onth

s, th

e M

useu

m is

wor

king

cl

osel

y w

ith w

āhin

e fr

om th

e rū

naka

in th

e de

velo

pmen

t of t

he H

ākui

: Wom

en o

f Kāi

Tah

u ex

hibi

tion,

to o

pen

19 N

ovem

ber 2

015.

•O

ne o

f the

maj

or h

ighl

ight

s of

the

Mus

eum

s A

otea

roa

2015

con

fere

nce

in M

ay 2

015

was

th

e op

enin

g se

ssio

ns h

eld

at th

e Ō

tāko

u M

arae

.

47

ENG

AG

ING

OU

R CO

MM

UN

ITY

OU

TCO

MES

IN

DIC

ATO

RS

Wor

k w

ith c

omm

unity

gro

ups,

in

clud

ing

Paci

fic Is

land

gro

ups,

ar

t soc

ietie

s, c

ultu

ral g

roup

s,

liter

ary

grou

ps a

nd s

peci

al

inte

rest

gro

ups

PERF

ORM

AN

CE M

EASU

RES

Com

men

tary

of w

orki

ng w

ith o

ther

ke

y co

mm

unity

sta

keho

lder

s

ACH

IEV

ED O

R N

OT

ACH

IEV

ED

ACH

IEV

ED:

Colla

bora

tions

and

re

latio

nshi

ps d

evel

oped

acr

oss,

cu

ltura

l gro

ups

and

inst

itutio

ns

and

key

com

mun

ity g

roup

s;

art s

ocie

ties;

Pas

ifika

and

M

āori

grou

ps; a

rtis

ts; l

itera

cy

grou

ps

PERF

ORM

AN

CE S

TATU

S So

me

of th

e ne

w re

latio

nshi

ps fo

rged

with

gro

ups

incl

ude:

•A

rt s

ocie

ties

– H

ead

of D

esig

n ha

s w

orke

d w

ith c

lose

ly w

ith s

even

Sch

ool o

f Des

ign

stud

ents

an

d lo

cal a

rtis

ts, a

nd s

cien

tists

from

the

Uni

vers

ity o

f Ota

go, t

o st

age

the

Art

and

Lig

ht

Exhi

bitio

n in

the

H D

Ski

nner

Ann

ex, o

peni

ng 1

4 A

ugus

t 201

5.

•D

iscu

ssio

ns b

egan

in M

ay 2

015

with

two

wel

l-kno

wn

Dun

edin

pho

togr

aphe

rs to

hos

t an

exhi

bitio

n ca

lled

Face

s of

Sou

th D

in th

e H

D S

kinn

er A

nnex

.

•Pa

cific

Isla

nd G

roup

s –

deve

lopm

ent o

f the

Cre

ativ

e Pa

sifik

a ex

hibi

tion,

wor

ksho

ps a

nd

conc

ert i

n 20

14/1

5.

•Cu

ltura

l gro

ups

– ko

row

ai w

eavi

ng h

as b

ecom

e a

regu

lar e

vent

in th

e M

useu

m, w

ith s

kille

d te

ache

rs d

emon

stra

ting

and

enco

urag

ing

part

icip

atio

n in

the

crea

tion

of fl

ax a

nd fe

athe

r-ba

sed

craf

ts u

sed

to m

ake

trad

ition

al M

āori

cloa

ks.

•Th

is y

ear t

he M

useu

m u

sed

the

infla

tabl

e St

arla

b to

tell

Pūak

a M

atar

iki s

torie

s an

d fo

lklo

re.

•M

idw

inte

r Car

niva

l org

anis

atio

n he

ld tw

o la

nter

n-m

akin

g ev

ents

in th

e A

triu

m o

n 6

June

20

15 w

ith o

ver 3

00 c

hild

ren

and

100

adul

ts ta

king

par

t.

•Li

tera

ry g

roup

s w

ere

enga

ged

thro

ugh

the

Dun

edin

Pub

lic L

ibra

ries’

Sum

mer

Rea

ding

Pr

ogra

mm

e w

hich

ran

thro

ugh

the

2014

–15

Chris

tmas

sch

ool h

olid

ays.

48

BUSI

NES

S SU

STA

INA

BILI

TY

OU

TCO

MES

IN

DIC

ATO

RS

PERF

ORM

AN

CE M

EASU

RES

ACH

IEV

ED O

R N

OT

ACH

IEV

ED

PERF

ORM

AN

CE S

TATU

S W

e w

ill

dive

rsify

our

fu

ndin

g ba

se.

Part

ner w

ith th

e U

nive

rsity

of

Ota

go o

n th

e de

liver

y of

sc

ienc

e ou

trea

ch s

ervi

ces

to

the

Ota

go c

omm

unity

Det

ail o

utco

mes

of p

artn

ersh

ips

with

th

e U

nive

rsity

of O

tago

ACH

IEV

ED:

2014

/15

Del

iver

y of

par

tner

ship

s th

roug

h ou

trea

ch s

ervi

ces

for D

odd-

Wal

ls C

entr

e fo

r Pho

toni

cs a

nd

Qua

ntum

Tec

hnol

ogie

s; G

enet

ics

Ota

go L

ab in

a B

ox; l

ead

in M

BIE

Part

icip

ator

y Sc

ienc

e Pl

atfo

rm

Fund

ing

for t

he d

eliv

ery

of s

cien

ce o

utre

ach

educ

atio

n se

rvic

es h

as b

een

rece

ived

from

the

Uni

vers

ity o

f Ota

go, a

nd th

roug

h jo

int i

nitia

tives

with

the

Uni

vers

ity a

nd M

BIE

incl

udin

g:

•D

odd-

Wal

ls C

entr

e fo

r Pho

toni

cs a

nd Q

uant

um T

echn

olog

ies

– de

liver

y of

pilo

t out

reac

h pr

ojec

ts, s

ix y

ear c

ontr

act

•M

BIE

Part

icip

ator

y Sc

ienc

e Pl

atfo

rm –

lead

in d

eliv

ery

of th

e O

tago

Par

ticip

ator

y Sc

ienc

e Pl

atfo

rm in

col

labo

ratio

n w

ith th

e U

nive

rsity

of O

tago

, Ota

go P

olyt

echn

ic, N

Z In

tern

atio

nal S

cien

ce F

estiv

al a

nd N

gāi T

ahu

•G

enet

ics

Ota

go, U

nive

rsity

of O

tago

– M

BIE

Curio

us M

inds

str

ateg

y fu

ndin

g fo

r Lab

in a

Bo

x pr

ojec

t, d

evel

opm

ent o

f sci

ence

eng

agem

ent p

rogr

amm

es a

nd d

emon

stra

tions

Seek

bus

ines

s pa

rtne

rshi

p an

d co

mm

unity

fund

ing

oppo

rtun

ities

for

spon

sors

hip

of e

xhib

ition

s an

d pr

ogra

mm

es

Det

ail b

usin

ess

part

ners

hips

and

co

mm

unity

fund

ing

for e

xhib

ition

s an

d pr

ogra

mm

es

ACH

IEV

ED: $

100,

000

from

Ota

go

Com

mun

ity T

rust

; $35

,000

from

Dr

Mar

jorie

Bar

clay

Tru

st; $

75,0

00 p

er

annu

m fo

r fou

r yea

rs fr

om D

uned

in

City

Cou

ncil;

$25

,000

from

Per

petu

al

Trus

t

The

Mus

eum

rece

ived

sig

nific

ant c

omm

unity

sup

port

in 2

014/

15 to

dev

elop

new

exh

ibiti

ons

and

prog

ram

mes

:

•O

tago

Com

mun

ity T

rust

gra

nted

$10

0,00

0 to

war

ds th

e st

age

one

rede

velo

pmen

t of

Dis

cove

ry W

orld

and

the

Plan

etar

ium

.

•D

r Mar

jorie

Bar

clay

Tru

st g

rant

ed $

35,0

00 to

war

ds th

e re

deve

lopm

ent o

f D

isco

very

Wor

ld.

•D

uned

in C

ity C

ounc

il vo

ted

to g

rant

$75

,000

per

ann

um fo

r fou

r yea

rs.

•Pe

rpet

ual T

rust

gra

nted

the

Mus

eum

$25

,000

con

trib

utio

n to

the

rede

velo

pmen

t of

the

H D

Ski

nner

Ann

ex.

Bu

ild re

latio

nshi

ps w

ith

exis

ting

patr

ons

anew

to

crea

te a

phi

lant

hrop

ic b

ase

for t

he M

useu

m

Det

ail n

ew a

nd e

xist

ing

reve

nue

stre

ams

expl

ored

and

dev

elop

ed

ACH

IEV

ED:

Dev

elop

ed w

ider

bas

e of

sup

port

ers

thro

ugh

Ass

ocia

tion

of F

riend

s of

the

Ota

go M

useu

m;

Uni

vers

ity o

f the

Th

ird A

ge; O

tago

Cha

mbe

r of

Com

mer

ce m

embe

rs; p

ublic

ed

ucat

ion

Phila

nthr

opic

act

iviti

es in

clud

ed th

e fo

llow

ing:

•Th

e A

ssoc

iatio

n of

Frie

nds

of th

e O

tago

Mus

eum

initi

ativ

es in

clud

e cr

eatin

g ne

w li

nks

with

oth

er F

rien

ds o

rgan

isat

ions

, and

pro

mot

ing

the

Frie

nds

thro

ugh

Uni

vers

ity o

f Ota

go

netw

orks

, alu

mni

and

exi

stin

g Fr

iend

’s n

etw

orks

.

•Th

e M

useu

m d

eliv

ered

a s

ix-p

art l

ectu

re s

erie

s fo

r U3A

Dun

edin

.

•Th

e G

ifts

and

Lega

cies

exh

ibiti

on h

oste

d th

e O

tago

Cha

mbe

r of C

omm

erce

Bus

ines

s A

fter

5

even

t and

invi

ted

the

Sout

h Is

land

man

ager

of P

erpe

tual

Tru

st to

spe

ak to

the

gues

ts

on p

hila

nthr

opy

and

corp

orat

e gi

ving

, sta

rtin

g th

e co

nver

satio

n w

ith p

oten

tial n

ew

supp

orte

rs.

•Th

e G

ifts

and

Lega

cies

at t

he O

tago

Mus

eum

cat

alog

ue e

ncou

rage

s re

ader

s to

con

side

r jo

inin

g th

e Fr

iend

s an

d ex

plai

ns h

ow th

ey m

ight

sup

port

the

Ota

go M

useu

m th

roug

h do

natio

n, g

ift o

r beq

uest

.

49

BUSI

NES

S SU

STA

INA

BILI

TY

OU

TCO

MES

IN

DIC

ATO

RS

PERF

ORM

AN

CE M

EASU

RES

ACH

IEV

ED O

R N

OT

ACH

IEV

ED

PERF

ORM

AN

CE S

TATU

S

We

will

de

velo

p ne

w

and

exis

ting

inco

me

stre

ams.

Seek

out

new

bu

sine

ss

oppo

rtun

ities

th

roug

h co

mm

erci

al

ente

rpri

ses

in o

ur

Shop

, Caf

é, to

urs,

co

nfer

ence

s an

d m

eetin

gs

Revi

ew a

nd im

prov

e th

e ra

nge

of

com

mer

cial

ac

tiviti

es w

e of

fer

to

visi

tors

Det

ail n

ew a

nd e

xist

ing

reve

nue

stre

ams

expl

ored

and

dev

elop

ed

Com

men

tary

com

mer

cial

act

iviti

es o

ffer

ed

ACH

IEV

ED:

Mus

eum

Sho

p re

desi

gned

and

ne

w p

rodu

cts

adde

d; M

useu

m

Café

rede

sign

ed a

nd n

ew

men

u im

plem

ente

d; M

useu

m

Venu

es id

entif

ied

wed

ding

s an

d sp

ecia

ls e

vent

s as

are

as to

de

velo

p re

venu

e st

ream

s A

CHIE

VED

: Pl

anet

ariu

m p

rodu

cts

unde

rway

; cru

ise

ship

off

erin

gs

upda

ted

The

Mus

eum

aim

ed to

dev

elop

and

intr

oduc

e ne

w p

rodu

cts

gene

rate

inco

me

– th

is in

clud

ed a

rang

e of

ne

w e

duca

tiona

l toy

s in

the

Shop

, and

sou

rcin

g m

ore

New

Zea

land

pro

duct

N

ew p

rodu

cts

in d

evel

opm

ent i

nclu

de th

e fo

llow

ing:

•Th

e pl

anet

ariu

m w

ill g

ener

ate

new

reve

nue

by o

ffer

ing

a ne

w e

nter

tain

men

t and

ed

ucat

iona

l exp

erie

nce

for s

tude

nts,

loca

ls a

nd in

tern

atio

nal v

isito

rs.

•Th

e Ve

nues

team

has

bee

n lo

okin

g at

opp

ortu

nitie

s to

sel

l spe

cial

eve

nts,

cor

pora

te

pres

enta

tions

and

pro

duct

laun

ches

with

in th

e pl

anet

ariu

m a

nd im

mer

sive

gal

lery

.

•Th

e M

useu

m’s

cru

ise

ship

off

erin

g w

as re

view

ed a

nd s

ever

al n

ew p

rodu

cts

have

bee

n ad

ded.

Ensu

re th

at

expe

nditu

re is

al

loca

ted

wis

ely

Dem

onst

rate

cos

t eff

ectiv

e st

rate

gies

im

plem

ente

d

ACH

IEV

ED:

Gal

lery

ligh

ting

chan

ged

to

LED

; ins

talla

tion

of e

co-f

riend

ly

lift g

ivin

g po

wer

sav

ings

of o

ver

75%

ove

r its

life

time;

Qua

lmar

k En

viro

Gol

d A

war

d ac

hiev

ed

Seve

ral c

ost-

savi

ng in

itiat

ives

iden

tifie

d in

the

2013

–14

plan

hav

e be

en b

roug

ht to

suc

cess

ful

conc

lusi

on in

the

2014

–15

year

:

•A

ll ga

llery

ligh

ts a

re b

eing

cha

nged

to L

ED.

•In

stal

latio

n of

a n

ew e

co-f

riend

ly li

ft c

omm

ence

d, w

hich

will

fini

sh in

the

2015

–16

year

. O

n 12

Aug

ust 2

015

the

mai

n pa

ssen

ger l

ift w

as c

omm

issi

oned

. The

re w

ill b

e a

75%

re

duct

ion

in e

nerg

y co

sts

to ru

n th

e el

evat

or.

Th

e M

useu

m re

ceiv

ed th

e Q

ualm

ark

Envi

roG

old

Aw

ard

in N

ovem

ber 2

104.

Thi

s en

dors

emen

t sta

tes:

“E

nviro

Gol

d A

war

d ex

ceed

s th

e hi

ghes

t lev

els

of e

nviro

nmen

tal a

nd s

ocia

l res

pons

ibili

ties.

Rep

rese

nts

stro

ng le

ader

ship

and

adv

ocac

y.”

So

me

of th

e ot

her

ener

gy s

avin

g in

itiat

ives

und

erta

ken

to e

nsur

e th

at fu

nds

are

resp

onsi

bly

spen

t in

clud

e th

e fo

llow

ing:

•O

utda

ted

light

ing

has

been

repl

aced

by

ener

gy-e

ffic

ient

and

cos

t-ef

fect

ive

LED

ligh

ting

thro

ugho

ut th

e bu

ildin

g at

a c

ost o

f $10

,000

. Ene

rgy

effic

ient

ligh

ting

is p

urch

ased

as

requ

ired

thro

ugho

ut th

e M

useu

m a

nd n

ew li

ght f

ittin

gs a

re c

heck

ed to

mak

e su

re th

ey a

re

com

patib

le.

50

BUSI

NES

S SU

STA

INA

BILI

TY

OU

TCO

MES

IN

DIC

ATO

RS

Prov

ide

exce

llent

se

rvic

e fo

r all

cust

omer

s

PERF

ORM

AN

CE M

EASU

RES

Evid

ence

of p

rovi

ding

exc

elle

nt c

usto

mer

se

rvic

es

ACH

IEV

ED O

R N

OT

ACH

IEV

ED

ACH

IEV

ED:

20

14/2

015

Qua

lmar

k En

dors

ed

Visi

tor A

ctiv

ity c

ertif

icat

ion

PERF

ORM

AN

CE S

TATU

S

•A

djus

tmen

ts h

ave

been

mad

e to

the

Mus

eum

’s e

nerg

y m

anag

emen

t sys

tem

(HVA

C),

ensu

ring

less

ene

rgy

is u

sed

for h

eati

ng a

nd c

oolin

g by

twea

king

the

sens

ors

in s

ome

area

s (e

.g. l

ower

ing

the

tem

pera

ture

in a

reas

whe

re it

wou

ld n

ot a

ffec

t sta

ff, v

isito

rs o

r th

e co

llect

ion)

.

•In

vest

igat

ion

has

been

und

erta

ken

on e

nerg

y ef

ficie

ncie

s th

at w

ould

be

brou

ght a

bout

by

upda

ting

the

Mus

eum

’s b

oile

r sys

tem

.

•N

ew h

and

drye

rs w

ith te

mpe

ratu

re a

nd ti

mer

con

trol

s ha

ve b

een

inst

alle

d in

the

foye

r and

st

aff b

athr

oom

s.

•O

ld to

uchs

cree

ns a

nd T

Vs a

re b

eing

sw

itche

d ou

t for

Ras

pber

ry P

i sys

tem

s, w

hich

are

mor

e en

ergy

eff

icie

nt a

nd c

ost-

effe

ctiv

e.

•En

ergy

eff

icie

ncy

ratin

gs a

re c

heck

ed b

efor

e pu

rcha

ses

are

mad

e.

The

Mus

eum

as

a w

hole

was

judg

ed o

n th

e fo

llow

ing

crite

ria a

nd a

war

ded

the

follo

win

g sc

ores

.

Gen

eric

Cri

teria

Sco

re

Impo

rtan

ce

Wei

ghtin

g

Sec

tion

Sco

re

Wei

ghte

d Sc

ore

M

ax S

core

G1.

0 Pr

oduc

t sal

e an

d pu

rcha

se

G

1.1

Prod

uct

8

5

40

4

0

G1.

2 Cu

stom

er s

atis

fact

ion

2

0

4

80

1

00

G2.

0 Fa

cilit

ies,

equ

ipm

ent a

nd s

urro

unds

G2.

1 Fa

cilit

ies

2

0

5

100

1

00

G3.

0 Yo

u an

d yo

ur s

taff

G3.

1 Pe

ople

1

5

4

60

7

5

G4.

0 En

viro

nmen

tal a

nd c

ultu

ral

G

4.1

Her

itage

and

cul

ture

7

4

2

8

35

G

5.0

Gen

eral

saf

ety

and

wel

fare

G5.

1 H

ealth

and

saf

ety

1

5

5

75

7

5

G6.

0 O

vera

ll bu

sine

ss o

pera

tions

G6.

1 Bu

sine

ss m

anag

emen

t 1

5

4

60

7

5

G7.

0 Re

spon

sibl

e to

uris

m o

pera

tions

G7.

1 Re

spon

sibl

e to

uris

m

N/A

Tot

als

4

43

500

8

9%

51

BUSI

NES

S SU

STA

INA

BILI

TY

OU

TCO

MES

W

e w

ill

max

imis

e in

com

e fr

om

our

com

mer

cial

ac

tiviti

es.

We

will

hav

e th

e hi

ghes

t st

anda

rds

of

finan

cial

ac

coun

tabi

lity

IND

ICA

TORS

En

sure

our

co

mm

erci

al

activ

ities

are

a v

alue

pr

opos

ition

to

cust

omer

s En

sure

that

our

pr

oduc

ts a

nd

serv

ices

are

wel

l m

arke

ted

Prom

ote

the

Mus

eum

as

a pr

emie

r con

fere

nce

venu

e na

tiona

lly

and

inte

rnat

iona

lly

Ensu

re a

ll ex

pend

iture

is

appr

opria

tely

au

thor

ised

PERF

ORM

AN

CE M

EASU

RES

Ensu

re th

e fin

anci

al r

esul

ts m

eet b

udge

ts

for 2

015

Com

men

tary

of m

arke

ting

stra

tegi

es a

nd

budg

ets

Ev

iden

ce to

sup

port

pro

mot

iona

l cam

paig

ns

and

sale

s

Hig

hest

leve

ls o

f fin

anci

al a

ccou

ntab

ility

ev

iden

ced

ACH

IEV

ED O

R N

OT

ACH

IEV

ED

ACH

IEV

ED:

Budg

et e

xpec

tatio

n m

et

ACH

IEV

ED:

Cost

-eff

ectiv

e m

arke

ting

stra

tegi

es a

re d

evel

oped

and

ex

ecut

ed fo

r exh

ibiti

ons,

co

mm

erci

al u

nits

, Mus

eum

in

itiat

ives

and

pro

gram

mes

an

d ev

ents

A

CHIE

VED

: A

dver

tisin

g un

dert

aken

to

prom

ote

Mus

eum

Ven

ues

on

radi

o, in

wed

ding

spe

cific

pu

blic

atio

ns, i

n m

eetin

g pu

blic

atio

ns a

nd th

roug

h di

rect

sa

les

ACH

IEV

ED:

Fina

ncia

l sys

tem

s, p

olic

ies

and

guid

elin

es in

pla

ce; s

taff

to

man

age

finan

cial

acc

ount

s in

pl

ace

PERF

ORM

AN

CE S

TATU

S In

201

5 w

e ha

ve a

gain

hel

d th

e pr

ice

of e

ntry

cos

ts to

Dis

cove

ry W

orld

Tro

pica

l For

est.

Ret

urns

from

al

l com

mer

cial

cen

tres

wer

e go

od a

nd in

line

with

exp

ecta

tion.

Ven

ue ra

tes

are

in li

ne w

ith o

ther

in

stitu

tions

off

erin

g ve

nues

for h

ire

in D

uned

in; s

ever

al re

ntal

spa

ces

wer

e un

avai

labl

e du

ring

the

inst

alla

tion

of th

e ne

w e

leva

tor,

pla

neta

rium

and

new

imm

ersi

ve g

alle

ry.

Ever

y co

mm

erci

al e

nter

pris

e, e

vent

, pro

gram

me,

spe

cial

eve

nt a

nd e

xhib

ition

has

a m

arke

ting

stra

tegy

de

velo

ped

to re

ach

key

targ

et a

udie

nces

.

•St

rate

gies

incl

ude

prin

t adv

ertis

ing

in lo

cal a

nd re

gion

al n

ewsp

aper

s, a

nd n

atio

nal

publ

icat

ions

suc

h as

Kia

Ora

, Art

Zon

e an

d N

orth

& S

outh

. The

Rad

io N

etw

ork

and

Med

iaW

orks

radi

o st

atio

ns a

re a

lso

used

. A c

ost-

effe

ctiv

e so

cial

med

ia s

trat

egy

can

com

pris

e po

sts

on Y

ouTu

be, T

witt

er a

nd F

aceb

ook.

The

Edu

catio

n te

am h

as a

spe

cific

Fa

cebo

ok p

age

to e

nsur

e th

at te

ache

rs c

an b

e re

ache

d an

d ha

ve a

com

mun

ity to

sha

re

info

rmat

ion

and

know

ledg

e.

•Ea

ch k

ey e

vent

, exh

ibiti

on, a

nnou

ncem

ent o

r ini

tiativ

e is

sup

port

ed b

y pu

blic

rela

tions

ac

tiviti

es.

•Be

low

the

line

activ

ities

incl

ude

broc

hure

dro

ps, l

eavi

ng to

uris

m b

roch

ures

at r

egio

nal i

Site

s an

d sp

ecifi

c ad

vert

isem

ents

in to

uris

m p

ublic

atio

ns.

•Sp

ecia

l adv

ertis

ing

in c

onfe

renc

e, m

eetin

g an

d w

eddi

ng p

ublic

atio

ns s

uppo

rt V

enue

s; c

offe

e lo

yalty

car

ds re

ach

stud

ents

and

sta

ff a

t the

Uni

vers

ity; s

elec

ted

give

away

s to

the

Dis

cove

ry

Wor

ld T

ropi

cal F

ores

t rai

se a

war

enes

s in

har

d-to

-rea

ch g

roup

s.\

The

Venu

es s

taff

als

o lia

ise

dire

ctly

with

exi

stin

g cl

ient

s. T

he V

enue

s M

anag

er a

nd C

omm

erci

al D

irect

or

have

bee

n ta

rget

ing

corp

orat

es lo

okin

g fo

r a u

niqu

e ve

nue

to p

rom

ote

thei

r pro

duct

s an

d se

rvic

es o

r to

hos

t the

ir cl

ient

s, e

spec

ially

for t

he P

lane

tariu

m a

nd Im

mer

sive

The

atre

gal

lery

. Tw

o ch

arte

red

acco

unta

nt a

re r

espo

nsib

le fo

r the

in-h

ouse

fina

ncia

l man

agem

ent o

f the

Mus

eum

’s

acco

unts

, sup

port

ed b

y D

eloi

tte.

Th

e fo

llow

ing

guid

elin

es a

nd p

olic

ies

are

follo

wed

by

staf

f:

•Cr

edit

Card

Adm

inis

trat

ion

Ope

ratio

nal G

uide

lines

•Ex

pens

e Cl

aim

s O

pera

tiona

l Gui

delin

es

•A

ppro

val f

or E

xpen

ditu

re F

orm

•Sp

endi

ng M

oney

Wis

ely

•N

ew C

redi

tor F

orm

•Pe

tty

Cash

Rec

onci

liatio

n O

pera

tiona

l Gui

delin

es

•Pe

tty

Cash

Adm

inis

trat

ion

Ope

ratio

nal G

uide

lines

52

BUSI

NES

S SU

STA

INA

BILI

TY

OU

TCO

MES

IND

ICA

TORS

W

ork

with

our

co

ntrib

utin

g lo

cal

auth

oriti

es to

en

sure

that

they

re

ceiv

e va

lue

for

mon

ey

Wor

k in

par

tner

ship

w

ith s

imila

r or

gani

satio

ns to

m

axim

ise

bene

fits

PERF

ORM

AN

CE M

EASU

RES

Ann

ual P

lan

pres

ente

d to

loca

l aut

horit

ies

and

feed

back

sou

ght

Mee

tings

bet

wee

n Ex

ecut

ive

team

and

loca

l au

thor

ity re

pres

enta

tives

; inc

lusi

on in

the

DCC

’s L

ong

Term

Pla

n Co

llabo

ratio

ns w

ith lo

cal c

ultu

ral

inst

itutio

ns

ACH

IEV

ED O

R N

OT

ACH

IEV

ED

ACH

IEV

ED:

Ann

ual P

lan

pres

ente

d an

d ap

prov

ed b

y lo

cal a

utho

ritie

s A

CHIE

VED

: Re

gula

r mee

tings

hel

d w

ith

loca

l aut

horit

ies;

sub

mis

sion

m

ade

to lo

ng-t

erm

pla

ns;

Ota

go M

useu

m in

clud

ed in

D

CC lo

ng-t

erm

pla

n

ACH

IEV

ED:

Wor

k cl

osel

y w

ith a

ll m

ajor

cu

ltura

l ins

titut

ions

; sit

on th

e

Dun

edin

Art

s an

d Cu

ltura

l In

stitu

tions

Com

mitt

ee

PERF

ORM

AN

CE S

TATU

S

•Pr

ocur

emen

t Pol

icy

•Pr

ocur

emen

t Str

ateg

y

•Pr

ocur

emen

t Ope

ratio

nal G

uide

line

Part

1 (D

eleg

atio

ns a

nd S

igni

ng A

utho

rity)

•Pr

ocur

emen

t Ope

ratio

nal G

uide

line

Part

2 (P

roce

dure

s)

•Th

ings

to C

onsi

der W

hen

Purc

hasi

ng

•Cl

aim

for R

eim

burs

emen

t of E

xpen

ses

Ever

y ye

ar th

e St

rate

gic

Plan

is r

evie

wed

and

an

Ann

ual P

lan

deve

lope

d by

the

Exec

utiv

e te

am.

•St

rate

gic

and

annu

al p

lans

wer

e re

view

ed b

y Bo

ard

via

emai

l in

Apr

il/M

ay a

nd th

e fin

al

vers

ion

agre

ed b

y th

e Ex

ecut

ive

team

.

•St

rate

gic

and

Ann

ual p

lans

wer

e se

nt to

cou

ncils

for c

onsu

ltatio

n. N

o ch

ange

s w

ere

requ

este

d by

the

fund

ing

auth

oriti

es.

•St

rate

gic

Plan

V1.

0 an

d A

nnua

l Pla

n 20

15–2

016

wer

e ap

prov

ed b

y th

e O

tago

Mus

eum

Tr

ust B

oard

. Th

e Ex

ecut

ive

team

regu

larly

mee

ts w

ith a

wid

e ra

nge

of o

ffic

ials

.

•Th

e M

useu

m D

irect

or p

rese

nts

a re

port

to th

e Co

mm

unity

and

Env

ironm

enta

l Com

mitt

ee o

f th

e D

uned

in C

ity C

ounc

il fo

ur ti

mes

a y

ear.

•Th

e D

irect

or a

nd C

omm

erci

al D

irect

or m

ade

repr

esen

tatio

ns to

the

Dun

edin

City

Cou

ncil

long

-ter

m p

lan,

met

with

cou

ncill

ors

and

pres

ente

d to

the

full

coun

cil o

ver

the

cons

ulta

tion

perio

d. A

s a

resu

lt th

e Co

unci

l gra

nted

add

ition

al fu

nds

for k

ey p

roje

cts

outli

ned

in th

e M

useu

m’s

long

-ter

m p

lan.

•Th

e Co

mm

erci

al D

irect

or h

as s

ubm

itted

to th

e D

uned

in C

ity D

istr

ict P

lan

to h

ave

the

Mus

eum

zon

ed a

Maj

or F

acili

ty.

•Su

bmis

sion

s w

ere

also

mad

e to

the

Art

s an

d Cu

lture

Str

ateg

y to

rec

ogni

se th

at th

e M

useu

m

is a

maj

or v

oice

in th

e cu

ltura

l life

of t

he c

ity a

nd r

egio

n.

•M

embe

rs o

f the

Ota

go M

useu

m E

xecu

tive

team

sit

on th

e To

uris

m C

omm

ittee

, Ter

tiary

Pr

ecin

cts

Com

mitt

ee a

nd D

uned

in A

rts

and

Cultu

ral I

nstit

utio

ns C

omm

ittee

, and

regu

larly

m

eet w

ith c

ity c

ounc

il st

aff.

The

Mus

eum

is w

orki

ng in

par

tner

ship

with

man

y si

mila

r org

anis

atio

ns.

The

Dun

edin

Art

s an

d Cu

ltura

l Ins

titut

ions

Com

mitt

ee s

hare

info

rmat

ion

rang

ing

from

:

•D

igita

l Ass

et M

anag

emen

t Sys

tem

s

•Co

nfer

ence

and

pro

fess

iona

l dev

elop

men

t opp

ortu

nitie

s

•D

isas

ter r

ecov

ery

plan

for a

ll in

stitu

tion

s

•Co

llect

ive

off-

site

sto

rage

faci

litie

s

•Co

llabo

ratio

n of

mar

ketin

g

53

BUSI

NES

S SU

STA

INA

BILI

TY

OU

TCO

MES

IN

DIC

ATO

RS

PERF

ORM

AN

CE M

EASU

RES

Com

men

tary

on

bene

fits

to th

e M

useu

m

and

othe

r ins

titut

ions

from

par

tner

ship

ACH

IEV

ED O

R N

OT

ACH

IEV

ED

ACH

IEV

ED:

Mus

eum

Dire

ctor

on

boa

rd o

f M

useu

ms

Aot

earo

a an

d N

ew

Zeal

and

bran

ch o

f the

In

tern

atio

nal C

ounc

il of

M

useu

ms

PERF

ORM

AN

CE S

TATU

S Th

e M

useu

m is

als

o w

orki

ng o

n a

natio

nal l

evel

with

oth

er m

ajor

and

regi

onal

Mus

eum

s.

•Th

e M

useu

m D

irect

or is

on

the

boar

d of

Mus

eum

s A

otea

roa.

The

ir m

issi

on a

s st

ated

on

thei

r web

site

is a

s fo

llow

s: “

Mus

eum

s A

otea

roa

stri

ves

to b

e th

e st

rong

, obj

ectiv

e, fu

lly

repr

esen

tativ

e vo

ice

for

the

evol

ving

mus

eum

com

mun

ity, a

nd to

pro

mot

e a

shar

ed s

ense

of

pro

fess

iona

lism

, sol

idar

ity a

nd id

entit

y,”

and

“to

nurt

ure

exce

llenc

e in

mus

eum

s an

d ga

llerie

s th

roug

h ad

voca

cy a

nd s

ervi

ce, t

o ex

tend

man

aaki

tang

a an

d co

mm

unity

val

ue.”

In

May

201

5 O

tago

Mus

eum

hos

ted

the

Mus

eum

s A

otea

roa

Conf

eren

ce.

•Th

e O

tago

Mus

eum

Dire

ctor

is o

n th

e bo

ard

of th

e N

ew Z

eala

nd b

ranc

h of

the

Inte

rnat

iona

l Co

unci

l of M

useu

ms.

The

Cou

ncil’

s m

issi

on a

s st

ated

on

thei

r web

site

is a

s fo

llow

s: “

The

Inte

rnat

iona

l Cou

ncil

of M

useu

ms

wor

ks fo

r so

ciet

y an

d its

dev

elop

men

t. It

is c

omm

itted

to

ensu

ring

the

cons

erva

tion,

and

pro

tect

ion

of c

ultu

ral g

oods

”.

54

OU

TWA

RD-L

OO

KIN

G A

ND

INCL

USI

VE

CULT

URE

OU

TCO

MES

IN

DIC

ATO

RS

PERF

ORM

AN

CE M

EASU

RES

ACH

IEV

ED O

R N

OT

ACH

IEV

ED

PERF

ORM

AN

CE S

TATU

S

We

will

be

driv

en b

y th

e ne

eds

of th

ose

we

serv

e.

Iden

tify

the

need

s of

our

co

re v

isito

r aud

ienc

e an

d id

entif

y ne

w

audi

ence

s to

eng

age

thro

ugh

inno

vativ

e ex

hibi

tions

and

pr

ogra

mm

es a

nd o

nlin

e vi

a ou

r web

site

and

so

cial

med

ia s

trat

egy

Mar

ket r

esea

rch

to id

entif

y ne

eds

of c

ore

audi

ence

and

id

entif

y ne

w a

udie

nces

Co

mm

enta

ry o

n ou

r aud

ienc

e

ACH

IEV

ED:

Mus

eum

s A

otea

roa

surv

ey a

nd

visi

tor c

omm

ents

car

ds to

id

entif

y an

d re

act t

o vi

sito

r ne

eds

Mar

ket r

esea

rch

and

visi

tor f

eedb

ack

help

s in

form

us

of th

e ne

eds

and

wan

ts o

f our

cor

e vi

sito

r aud

ienc

es.

Man

y of

thes

e co

mm

ents

are

act

ione

d.

Visi

tor

feed

back

car

ds a

re c

olle

cted

and

forw

arde

d to

the

appr

opria

te s

taff

mem

ber t

o ac

tion.

Sim

ilar f

eedb

ack

is

ofte

n re

ceiv

ed. R

espo

nses

can

be

anyt

hing

from

fixi

ng a

toile

t sea

t to

pass

ing

on a

sug

gest

ion

for a

n ex

hibi

tion.

Rede

fine

and

unde

rsta

nd o

ur v

ario

us

cust

omer

seg

men

ts to

en

sure

that

our

act

iviti

es

mee

t the

nee

ds o

f tho

se

we

serv

e

Del

iver

y of

inno

vativ

e ex

hibi

tions

and

pro

gram

mes

to

thos

e w

ith li

ttle

pre

viou

s en

gage

men

t with

the

Mus

eum

ACH

IEV

ED:

Iden

tifie

d M

useu

m p

riori

ty to

en

gage

with

Kāi

Tah

u;

deve

lope

d H

ākui

: Wom

en o

f Kā

i Tah

u ex

hibi

tion

In th

e M

useu

ms

Aot

earo

a M

arch

201

5 su

rvey

, 11%

of t

hose

sur

veye

d w

ere

of M

āori

des

cent

(8%

in n

atio

nal s

urve

y).

This

is a

n in

crea

se o

n 20

14 re

sear

ch, w

hich

sho

wed

onl

y 6.

7% o

f vis

itors

wer

e M

āori.

Thi

s is

an

impo

rtan

t aud

ienc

e fo

r the

Mus

eum

. The

Mus

eum

will

bui

ld o

n th

e gr

owth

of t

his

audi

ence

with

the

deve

lopm

ent o

f the

Hāk

ui e

xhib

ition

in

Nov

embe

r 201

5 an

d th

e re

deve

lopm

ent o

f the

Tān

gata

Whe

nua

Gal

lery

by

2018

. In

201

4–15

dev

elop

men

t beg

an o

n th

e H

ākui

: Wom

en o

f Kāi

Tah

u ex

hibi

tion.

It w

ill o

pen

on 1

9 N

ovem

ber 2

015,

the

day

befo

re T

e Rū

nang

a o

Ngā

i Tah

u’s

Hui

-a-Iw

i eve

nt, w

hich

dra

ws

peop

le fr

om th

roug

hout

New

Zea

land

and

from

ov

erse

as. T

he a

im o

f the

exh

ibiti

on is

to e

ngag

e w

ith iw

i, ha

pū, w

hana

u an

d in

divi

dual

s to

exp

erie

nce

the

stor

ies

of

Kāi T

ahu

wāh

ine

from

the

pers

pect

ive

of u

ri w

haka

tipu,

the

curr

ent g

ener

atio

ns.

Impr

ove

enga

gem

ent

with

sta

keho

lder

s an

d co

mm

uniti

es w

ho h

ave

had

little

pre

viou

s en

gage

men

t with

the

Mus

eum

Show

evi

denc

e of

eng

agin

g w

ith a

new

com

mun

ity th

at

has

had

little

eng

agem

ent w

ith

the

Mus

eum

ACH

IEV

ED:

Enga

ged

with

the

Pasi

fika

com

mun

ity; c

olla

bora

ted

with

lo

cal C

ook

Isla

nds

grou

p to

de

velo

p Cr

eativ

e Pa

sifik

a ev

ents

Peop

le fr

om th

e Co

ok Is

land

s w

ere

not r

epre

sent

ed in

the

Ota

go M

useu

m M

useu

ms

Aot

earo

a M

arch

201

5 su

rvey

, an

d on

ly 0

.03%

of p

eopl

e in

the

MA

201

5 na

tiona

l sur

vey

stat

ed th

ey w

ere

of C

ook

Isla

nd d

esce

nt. I

n re

spon

se to

this

ap

pare

nt la

ck o

f eng

agem

ent,

we

are

aim

ing

to e

ngag

e w

ith th

e w

ider

Pas

ifika

com

mun

ity w

ith th

e de

velo

pmen

t of

the

Crea

tive

Pasi

fika

min

i fes

tival

to b

e he

ld in

Sep

tem

ber 2

015.

Wor

k on

the

min

i exh

ibiti

on, w

hich

will

dis

play

tiv

aiva

i and

off

er d

emon

stra

tions

and

a c

once

rt, b

egan

in M

ay 2

015.

We

will

bui

ld

and

sust

ain

a cu

lture

of

colla

bora

tion

and

part

ners

hip.

Enga

ge o

penl

y w

ith o

ur

stak

ehol

ders

to d

evel

op

inno

vativ

e co

ncep

ts a

nd

lear

ning

opp

ortu

nitie

s fo

r our

com

mun

ity

Com

men

tary

of n

ew in

itiat

ives

to

mee

t the

nee

ds o

f our

st

akeh

olde

rs

ACH

IEV

ED:

Two

new

initi

ativ

es s

aw d

eepe

r an

d w

ider

eng

agem

ent w

ith

two

key

stak

e ho

lder

s: s

cien

ce

com

mun

ity –

Dis

cove

ry W

orld

ch

arre

tte;

Māo

ri co

mm

unity

–

Man

a W

āhin

e St

eerin

g Co

mm

ittee

The

Ota

go M

useu

m h

as m

any

stak

ehol

ders

with

who

m w

e w

ork

to d

eliv

er th

e st

rate

gic

obje

ctiv

es in

Te

Ara

Hou

.

•O

n 28

Nov

embe

r 201

4 a

mee

ting

of k

ey s

cien

ce s

take

hold

ers

was

hel

d at

the

Ota

go M

useu

m. I

t bro

ught

to

geth

er p

eopl

e fr

om a

cros

s m

any

sect

ors:

gov

ernm

ent,

MBI

E, m

ana

whe

nua,

OM

TB m

embe

rs, e

duca

tors

, fu

ndin

g au

thor

ities

, exh

ibiti

on d

esig

ners

, mus

eum

s an

d th

e ac

adem

ic c

omm

unity

mem

bers

to d

iscu

ss th

e re

deve

lopm

ent o

f Dis

cove

ry W

orld

. As

wel

l as

prop

osin

g a

new

con

cept

for

Dis

cove

ry W

orld

, que

stio

ns

wer

e as

ked

abou

t the

type

of s

pace

s re

quire

d to

eng

age

the

publ

ic in

sci

ence

and

the

over

arch

ing

ques

tions

that

cou

ld le

ad v

isito

rs th

roug

h th

e sc

ienc

e ga

llery

spa

ces.

•Re

gula

r mee

tings

are

hel

d be

twee

n re

pres

enta

tives

from

the

exhi

bitio

n de

velo

pmen

t tea

m a

nd th

e M

ana

Wāh

ine

stee

ring

com

mitt

ee re

gard

ing

the

deve

lopm

ent o

f the

Hāk

ui: W

omen

of K

āi T

ahu

exhi

bitio

n.

55

OU

TWA

RD-L

OO

KIN

G A

ND

INCL

USI

VE

CULT

URE

O

UTC

OM

ES

IND

ICA

TORS

PE

RFO

RMA

NCE

MEA

SURE

S A

CHIE

VED

OR

NO

T A

CHIE

VED

PE

RFO

RMA

NCE

STA

TUS

Our

cul

ture

su

ppor

ts o

ur

visi

on a

nd

mis

sion

.

Com

mun

icat

e w

ith o

ur

staf

f to

enab

le th

e flo

w

of id

eas

and

skill

s ac

ross

th

e or

gani

satio

n

Com

men

tary

on

com

mun

icat

ions

with

sta

ff

ACH

IEV

ED:

Regu

lar m

eetin

gs h

eld

to s

hare

id

eas

and

info

rmat

ion

with

M

useu

m s

taff

Mon

thly

and

wee

kly

mee

tings

are

hel

d ac

ross

and

bet

wee

n di

visi

ons,

team

s an

d m

anag

eria

l lev

els

to e

nsur

e st

aff a

re

fully

info

rmed

and

eng

aged

in th

e ru

nnin

g of

the

Mus

eum

and

del

iver

y of

our

str

ateg

ic g

oals

.

•W

eekl

y Ex

ecut

ive

mee

ting

•M

onth

ly F

inan

ce m

eetin

gs –

the

Exec

utiv

e m

eet t

o di

scus

s fin

anci

al re

port

s ac

ross

all

divi

sion

s an

d re

view

al

l com

mer

cial

act

iviti

es re

latin

g to

the

oper

atio

n of

the

Mus

eum

.

•M

onth

ly O

pera

tiona

l Man

gers

mee

ting

– m

ange

rs a

cros

s al

l div

isio

ns m

eet t

o di

scus

s ac

tiviti

es th

at im

pact

ac

ross

the

Mus

eum

, inc

ludi

ng h

ealth

and

saf

ety

and

key

actio

ns.

•M

onth

ly S

taff

Bri

efin

g –

repo

rts

are

give

n by

div

isio

nal d

irect

ors,

new

sta

ff a

re in

trod

uced

and

Mus

eum

-w

ide

issu

es a

re p

rese

nted

.

•Ex

hibi

tion

proj

ect t

eam

s –

mee

tings

incl

ude

repr

esen

tativ

es fr

om a

ll te

ams

invo

lved

in th

e de

velo

pmen

t of

exhi

bitio

ns, i

nclu

ding

Des

ign,

Inte

ract

ives

, Con

tent

, Mar

ketin

g, E

duca

tion,

Fac

ilitie

s an

d Pr

ogra

mm

es.

Mee

t with

key

fund

ers,

su

ppor

ters

and

co

ntrib

utor

s to

sha

re

idea

s, k

now

ledg

e an

d op

port

uniti

es w

ithin

and

ou

tsid

e th

e M

useu

m

Com

men

tary

on

enga

gem

ent

with

sta

keho

lder

s

ACH

IEV

ED:

Mus

eum

dire

ctor

and

di

visi

onal

dire

ctor

s si

t on

six

boar

ds a

nd c

omm

ittee

s

The

Mus

eum

mee

ts re

gula

rly, a

nd a

s re

quire

d, w

ith a

wid

e va

riety

of k

ey s

take

hold

ers

and

cont

ribut

ors

to s

hare

idea

s an

d kn

owle

dge,

and

to d

evel

op n

ew a

nd b

enef

icia

l ini

tiativ

es.

•M

useu

m D

irect

or, m

embe

r of t

he A

dvis

ory

Com

mitt

ee a

t the

Uni

vers

ity o

f Ota

go C

entr

e fo

r Sci

ence

Co

mm

unic

atio

n.

•D

irect

or, M

arke

ting

and

Dev

elop

men

t is

a m

embe

r of D

uned

in H

ost B

oard

.

•D

irect

or, C

RE s

its o

n th

e D

uned

in A

rts

and

Cultu

re C

omm

ittee

.

•M

useu

m D

irect

or is

on

the

Ass

ocia

tion

of F

riend

s of

the

Ota

go M

useu

m C

ounc

il.

•M

useu

m D

irect

or is

a m

embe

r of t

he D

uned

in S

hang

hai A

ssoc

iatio

n.

•Co

mm

erci

al D

irect

or is

on

the

Tert

iary

Pre

cinc

ts S

ecto

r Com

mitt

ee.

56

OU

TWA

RD-L

OO

KIN

G A

ND

INCL

USI

VE

CULT

URE

O

UTC

OM

ES

IND

ICA

TORS

En

cour

age

the

prof

essi

onal

de

velo

pmen

t of s

taff

an

d re

crui

t to

broa

den

the

Mus

eum

’s

know

ledg

e ba

se

PERF

ORM

AN

CE M

EASU

RES

Figu

res

rela

ting

to p

rofe

ssio

nal

deve

lopm

ent a

nd tr

aini

ng

unde

rtak

en b

y st

aff

ACH

IEV

ED O

R N

OT

ACH

IEV

ED

ACH

IEV

ED:

Staf

f att

end

nine

con

fere

nces

fo

r pro

fess

iona

l dev

elop

men

t an

d a

rang

e of

wor

ksho

ps a

nd

trai

ning

cou

rses

to b

road

en

Mus

eum

kno

wle

dge

base

PERF

ORM

AN

CE S

TATU

S St

aff a

tten

ded

a w

ide

rang

e of

con

fere

nces

.

•Th

irty-

five

staf

f att

ende

d as

del

egat

es to

the

Mus

eum

s A

otea

roa

conf

eren

ce. C

asua

l and

par

t-tim

e st

aff

wer

e al

so a

ble

to jo

in in

ses

sion

s on

pre

sent

atio

n of

thei

r sta

ff ID

.

•A

ccou

ntan

ts in

the

Publ

ic S

ecto

r

•En

tom

olog

ical

Soc

iety

of N

Z

•Ex

ecut

ive

Ass

ista

nt S

umm

it

•H

isto

ry o

f Em

otio

ns

•N

atio

nal D

igita

l For

um

•Se

mi-P

erm

anen

t

•Th

e Bi

g Co

nver

satio

n

Oth

er tr

aini

ng w

orks

hops

and

cou

rses

wer

e as

follo

ws:

•Fo

rty-

two

staf

f had

ref

resh

er o

r com

preh

ensi

ve S

t Joh

n Fi

rst A

id tr

aini

ng.

•Fo

rty

staf

f att

ende

d pr

ofes

sion

al d

evel

opm

ent c

ours

es a

nd w

orks

hops

, fro

m M

anag

emen

t to

Hea

lth a

nd

Safe

ty, M

useu

ms

Stud

ies

to tr

aini

ng to

run

the

plan

etar

ium

’s D

igis

tar p

rodu

ctio

n an

d pr

esen

tatio

n sy

stem

.

57

Appendix BOTAGO MUSEUM TRUST BOARD

ANNUAL REPORT FOR THE FINANCIAL YEAR ENDED 30 JUNE 2015

OTAGO MUSEUM TRUST BOARD FINANCIAL STATEMENTS For the Financial Year Ended 30 June, 2015 CONTENTS PAGE Statement of Responsibility 3 Statement of Financial Performance 4 Statement of Comprehensive Revenue & Expense 4 Statement of Financial Position 5 Statement of Changes in Equity 6 Cash Flow Statement 7 Notes to the Financial Statements 8–35 Auditors’ Report 36

596060616263

64–9192

59

OTAGO MUSEUM TRUST BOARD STATEMENT OF RESPONSIBILITY For the Financial Year Ended 30 June, 2015 We are responsible for the preparation of the Otago Museum Trust Board’s financial statements and statement of performance, and for the judgements made in them. We have the responsibility for establishing and maintaining a system of internal controls designed to provide reasonable assurance as to the integrity and reliability of financial reporting. In our opinion, these financial statements and statement of performance fairly reflect the financial position and operations of the Otago Museum Trust Board for the year ended 30 June 2015. On behalf of the Otago Museum Trust Board ____________________________ Chairperson ____________________________ Board Member Dated _______________

4

OTAGO MUSEUM TRUST BOARD STATEMENT OF FINANCIAL POSITION As at 30 June, 2014 Notes 2014 Budget 2013 $ $ $ Current assets Cash and cash equivalents 19(a) 8,132,205 4,904,311 8,247,113 Trade and other receivables 7 227,949 185,374 304,559 Inventories 8 173,550 210,414 192,182 Other financial assets 9 196,932 346,161 329,648 Other current assets 10 160,471 - 147,290 ──────── ──────── ──────── Total current assets 8,891,107 5,646,260 9,220,792 ──────── ──────── ──────── Non-current assets Other financial assets 9 5,064,455 4,534,878 4,679,286 Property, plant and equipment 11 14,262,916 16,172,765 14,878,600 ──────── ──────── ──────── Total non-current assets 19,327,371 20,707,643 19,557,886 ──────── ──────── ──────── Total assets 28,218,478 26,353,903 28,778,678 ──────── ──────── ──────── Current liabilities Trade and other payables 12 303,172 590,096 412,532 Employee entitlements 13 322,951 - 590,618 ──────── ──────── ──────── Total current liabilities 626,123 590,096 1,003,150 ──────── ──────── ──────── Total liabilities 626,123 590,096 1,003,150 ──────── ──────── ──────── Net assets $27,592,355 $25,763,807 $27,775,528 ════════ ════════ ════════ Equity Reserves 14 14,378,688 - 13,840,298 Capital 15 13,213,667 - 13,935,230 ──────── ──────── ──────── $27,592,355 $25,763,807 $27,775,528 ════════ ════════ ════════ On behalf of the Otago Museum Trust Board

____________________________ Chairperson

____________________________ Board Member Dated 22.10.2014 The accompanying notes form part of these financial statements.

60

OTAGO MUSEUM TRUST BOARD STATEMENT OF FINANCIAL PERFORMANCE For the Financial Year Ended 30 June, 2015 Notes 2015 Budget 2014 $ $ $ Revenue Grants-Government and Other 111,982 104,911 150,353 Local Authorities 4,102,101 4,102,102 4,021,668 Public 2,328,697 2,523,253 2,282,553 Legacies and Bequests 360 - 1,683 Investment Revenue - Dividends 146,363 - 121,392 - Interest 504,781 536,029 439,310 ──────── ──────── ──────── Total Revenue 2 7,194,284 7,266,295 7,016,959 Expenditure Employee Benefits Expense 3(a) (3,741,854) (3,526,898) (3,560,158) Depreciation and Amortisation Expense (1,020,244) (1,320,570) (1,048,775) Other Expenses 3(b) (2,800,509) (3,357,426) (2,808,779) ──────── ──────── ──────── Total Operating Expenditure (7,562,607) (8,204,894) (7,417,712) ──────── ──────── ──────── Surplus/(Loss) for the Year $(368,323) $(938,599) $(400,753) ════════ ════════ ════════ The accompanying notes form part of these financial statements. OTAGO MUSEUM TRUST BOARD STATEMENT OF COMPREHENSIVE REVENUE AND EXPENSE For the Financial Year Ended 30 June, 2015 Notes 2015 2014 $ $ Other Comprehensive Revenue and Expense Realised net gains/loss on sale of financial instruments 67,826 66,533 Available-for-sale financial assets valuation gain/(loss) 16(a) 486,447 151,047 ──────── ──────── Total Other Comprehensive Revenue and Expense (Net of Tax) 554,273 217,580 Surplus/(Loss) for the Year (368,323) (400,753) ──────── ──────── Total Comprehensive Revenue and Expense for the Year $185,950 $(183,174) ════════ ════════

61

OTAGO MUSEUM TRUST BOARD STATEMENT OF FINANCIAL POSITION As at 30 June, 2015 Notes 2015 Budget 2014 $ $ $ Current Assets Cash and Cash Equivalents 21(a) 7,851,724 3,682,416 8,132,205 Trade and Other Receivables 8 188,128 165,863 227,949 Derivative Financial Instruments 9 1,333,040 - - Inventories 10 163,777 192,182 173,550 Other Financial Assets 11 196,932 179,648 196,932 Other Current Assets 12 - - 160,471 ──────── ──────── ──────── Total Current Assets 9,733,601 4,220,109 8,891,107 ──────── ──────── ──────── Non-current Assets Other Financial Assets 11 5,715,390 3,679,286 5,064,455 Property, Plant & Equipment 13 14,503,198 18,359,129 14,262,916 ──────── ──────── ──────── Total Non-Current Assets 20,218,588 22,038,415 19,327,371 ──────── ──────── ──────── Total Assets 29,952,189 26,258,524 28,218,478 ──────── ──────── ──────── Current Liabilities Trade and Other Payables 14 545,764 571,277 303,172 Derivative Financial Instruments 14 1,264,747 - - Employee Entitlements 15 363,373 - 322,951 ──────── ──────── ──────── Total Current Liabilities 2,173,884 571,277 626,123 ──────── ──────── ──────── Total Liabilities 2,173,884 571,277 626,123 ──────── ──────── ──────── Net Assets $27,778,305 $25,687,247 $27,592,355 ════════ ════════ ════════ Equity Reserves 16 14,683,121 - 14,378,688 Accumulated Surplus/Deficit 17 13,095,184 - 13,213,667 ──────── ──────── ──────── $27,778,305 $25,687,247 $27,592,355 ════════ ════════ ════════ The accompanying notes form part of these financial statements.

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OTAGO MUSEUM TRUST BOARD STATEMENT OF CHANGES IN EQUITY For the Financial Year Ended 30 June, 2015 Notes 2015 Budget 2014 $ $ $ Equity at Beginning of Year 27,592,355 26,625,843 27,775,528 ──────── ──────── ──────── Total Comprehensive Revenue and Expense for the Year 185,950 (938,596) (183,173) ──────── ──────── ──────── Equity at End of Year $27,778,305 $25,687,247 $27,592,355 ════════ ════════ ════════ The accompanying notes form part of these financial statements.

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OTAGO MUSEUM TRUST BOARD STATEMENT OF CASH FLOWS For the Financial Year Ended 30 June, 2015 Notes 2015 Budget 2014 $ $ $ Cash Flows to/from Operating Activities Government, Local Authorities and the Public 6,576,683 6,749,777 6,481,938 Dividends 146,363 - 121,392 Interest Received 512,682 536,028 428,096 Payments to Employees (3,713,432) (3,526,898) (3,847,274) Payments to Suppliers (2,503,136) (3,376,241) (2,885,157) ──────── ──────── ──────── Net Cash Inflow/(Outflow) from Operating Activities 1,019,160 382,666 298,995 ──────── ──────── ──────── Cash Flows to/from Investing Activities Proceeds from Maturity and Sale of Other Financial Assets 491,790 1,000,000 572,478 Proceeds from Sale of Property, Plant and Equipment - - - Purchase of Property, Plant and Equipment (1,134,686) (3,351,791) (379,030) Purchase of Other Financial Assets (656,745) - (607,351) ──────── ──────── ──────── Net Cash Inflow/(Outflow) from Investing Activities (1,299,641) (2,351,791) (413,903) ──────── ──────── ──────── Net Increase/(Decrease) in Cash and Cash Equivalents (280,481) (1,969,125) (114,908) Cash and Cash Equivalents at the Beginning of the Financial Year 8,132,205 5,501,541 8,247,113 ──────── ──────── ──────── Cash and Cash Equivalents at the End of the Financial Year 21(a) $7,851,724 $3,532,416 $8,132,205 ════════ ════════ ════════ Cash flows from financing activities have not been separately identified in the Statement of Cash Flows as there are no transactions that are considered to be classified as financing activities. The accompanying notes form part of these financial statements.

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OTAGO MUSEUM TRUST BOARD NOTES TO THE FINANCIAL STATEMENTS For the Financial Year Ended 30 June, 2015 1. STATEMENT OF ACCOUNTING POLICIES Reporting Entity The Otago Museum Trust Board (“the Museum”) is a special purpose local authority constituted under the Otago Museum Trust Board Act, 1996. The Otago Museum Trust Board administers the Otago Museum, which is a non-profit making permanent institution, founded by the people of Otago for the service and development of their community with a particular responsibility for the natural and scientific heritage of the Otago region. The Museum has designated itself as a public benefit entity (PBE) for reporting purposes. Statement of Compliance These financial statements have been prepared in accordance with NZ GAAP. They comply with Tier 2 PBE (RDR) accounting standards on the basis the Museum is not considered publically accountable or large with expenditure under $30 million per annum. These financial statements are the first financial statements presented in accordance with the new PBE accounting standards. All available disclosure concessions have been applied. The material adjustments arising on transition to the new PBE accounting standards are explained in Note 25. Basis of Preparation The preparation of financial statements in conformity with Tier 2 PBE accounting standards requires management to make judgements, estimates and assumptions that affect the application of policies and reported amounts of assets and liabilities, revenue and expenses. The estimates and associated assumptions are based on historical experience and various other factors that are believed to be reasonable under the circumstances, the results of which form the basis of making the judgements about carrying values of assets and liabilities that are not readily apparent from other sources. Actual results may differ from these estimates. The estimates and underlying assumptions are reviewed on an on-going basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised if the revision affects only that period or in the period of the revision and in future periods if the revision affects both current and future periods. The financial statements have been prepared on the basis of historical cost, except for heritage assets and the revaluation of certain financial instruments. Cost is based on the fair values of the consideration given in exchange for assets. Heritage assets are valued as per Note 1, Property Plant and Equipment, Heritage Assets. Accounting policies are selected and applied in a manner which ensures that the resulting financial information satisfies the concepts of relevance and reliability, thereby ensuring that the substance of the underlying transactions or other events is reported. The financial statements have been prepared on a going concern basis, and the accounting policies set out below have been applied consistently to all periods presented in these financial statements. New Zealand dollars are the Museum’s functional and presentation currency. The following accounting policies which materially affect the measurement of results and financial position have been applied:

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OTAGO MUSEUM TRUST BOARD NOTES TO THE FINANCIAL STATEMENTS (Cont.) For the Financial Year Ended 30 June, 2015 STATEMENT OF ACCOUNTING POLICIES cont. SIGNIFICANT ACCOUNTING POLICIES Revenue Recognition Revenue is measured at the fair value of the consideration received or receivable and represents amounts receivable for goods and services provided in the normal course of business, net of discounts and GST. Local Authority Levy Revenue Local Authority Levy revenue is recognised when it is levied. Other Revenue Revenue from services rendered is recognised when it is probable that the economic benefits associated with the transaction will flow to the entity. The stage of completion at balance date is assessed based on the value of services performed to date as a percentage of the total services to be performed. Grants are recognised as revenue when they become receivable unless there is an obligation in substance to return the funds if conditions of the grant are not met. If there is such an obligation, the grants are initially recorded as grants received in advance and recognised as revenue when conditions of the grant are satisfied. Where a physical asset is gifted to or acquired by the Museum for nil consideration or at a subsidised cost, the asset is recognised at fair value and the difference between the consideration provided and fair value of the asset is recognised as revenue. The fair value of donated goods is determined as follows: Some services within the Museum are performed by volunteers. These volunteer services are not recognised as revenue or expenditure by the Museum. Dividends are recognised when the entitlement to the dividends is established. Interest revenue is recognised on an accrual basis. Leasing Finance Leases Leases which effectively transfer to the lessee substantially all the risks and rewards incidental to ownership of the leased item are classified as finance leases, whether or not title is eventually transferred. At the commencement of the lease term, finance leases where the Museum is the lessee are recognised as assets and liabilities in the statement of financial position at the lower of the fair value of the leased item or the present value of the minimum lease payments. The finance charge is charged to the surplus or deficit over the lease period so as to produce a constant periodic rate of interest on the remaining balance of the liability. The amount recognised as an asset is depreciated over its useful life. If there is no reasonable certainty as to whether the Museum will obtain ownership at the end of the lease term, the asset is fully depreciated over the shorter of the lease terms and its useful life. Operating Leases Leases where the lessor effectively retains substantially all the risks and rewards incidental to ownership of the leased item are classified as operating leases. Payments made under these leases are recognised as expenses on a straight-line basis over the lease term. Lease incentives received are recognised in the surplus or deficit as a reduction of rental expense spread on a straight line basis over the lease term.

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OTAGO MUSEUM TRUST BOARD NOTES TO THE FINANCIAL STATEMENTS (Cont.) For the Financial Year Ended 30 June, 2015 STATEMENT OF ACCOUNTING POLICIES cont. Taxation The Museum is exempt from income tax in accordance with Section CW39 of the Income Tax Act 2007. Accordingly, no provision has been made for income tax. Goods and Services Tax Revenues, expenses, assets and liabilities are recognised net of the amount of goods and services tax (GST), except for receivables and payables which are recognised inclusive of GST. Where GST is not recoverable as an input tax, it is recognised as part of the related asset or expense. The net amount of GST recoverable from, or payable to, the IRD is included as part of receivables or payables in the statement of financial position. The net GST paid to, or received from, the IRD, including the GST relating to investing and financing activities, is classified as a net operating cash flow in the statement of cash flows. Commitments and contingencies are disclosed exclusive of GST. Cash and Cash Equivalents Cash and cash equivalents include cash on hand, deposits held at call with banks, and other short-term highly liquid investments with original maturities of 3 months or less. Financial Instruments Financial assets and financial liabilities are recognised in the Museum’s Statement of Financial Position when the Museum becomes a party to contractual provisions of the instrument. The Museum is party to financial instruments as part of its normal operations. These financial instruments include cash and cash equivalents (including bank overdraft), trade and other receivables, other financial assets, trade and other payables and borrowings. The relevant accounting policies are stated under separate headings. Investments are recognised and derecognised on trade date where purchase or sale of an investment is under a contract whose terms require delivery of the investment within the timeframe established by the market concerned, and are initially measured at fair value, net of transaction costs, except for those financial assets classified as fair value through profit or loss which are initially valued at fair value. (i) Financial Assets Financial Assets are classified into the following specified categories: ‘available-for-sale’, and ‘loans and receivables’. The classification depends on the nature and purpose of the financial assets and is determined at the time of initial recognition. The effective interest method, referred to below, is a method of calculating the amortised cost of a financial asset and of allocating interest revenue over the relevant period. The effective interest rate is the interest rate that exactly discounts estimated future cash receipts through the expected life of the financial asset, or, where appropriate, a shorter period. Available-for-Sale Financial Assets Equity securities held by the Museum are classified as being available-for-sale due to the fact that they are all tradable on public markets and are stated at fair value. Fair value is determined in the manner described later in this note. Gains and losses arising from changes in fair value are recognised directly in the available-for-sale revaluation reserve, with the exception of impairment losses which are recognised directly in the Statement of Financial Performance. Where the investment is disposed of or is determined to be impaired, the cumulative gain or loss previously recognised in the available-for-sale revaluation reserve is included in the Statement of Financial Performance for the period. Dividends on available-for-sale equity instruments are recognised in the Statement of Financial Performance when the Museum’s right to receive payments is established.

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OTAGO MUSEUM TRUST BOARD NOTES TO THE FINANCIAL STATEMENTS (Cont.) For the Financial Year Ended 30 June, 2015 STATEMENT OF ACCOUNTING POLICIES cont. Fair Value Estimation The fair value of financial instruments traded in active markets is based on quoted market prices at the balance date. The quoted market price used for financial assets held by the Museum is the current bid price. The fair value of financial instruments that are not traded in an active market is determined using valuation techniques. The Museum uses a variety of methods and makes assumptions that are based on market conditions existing at each balance date. Quoted market prices or dealer quotes for similar instruments are used for long-term investment and debt instruments held. Foreign Currency Foreign currency transactions (including those for which forward exchange contracts are held) are translated into NZ dollars, being the functional currency, using the spot exchange rates at the dates of the transactions. Foreign exchange gains and losses resulting from the settlement of such transactions and from the translation at year end exchange rates of monetary assets and liabilities denominated in foreign currencies are recognised in the Museum’s surplus or deficit. Derivative Financial Instruments Derivative financial instruments are used to manage exposure to foreign exchange risk arising from the Museum’s operational activities. The Museum does not hold or issue derivate financial instruments for trading purposes. The Museum has not adopted hedge accounting. Derivatives are initially recognised at fair value on the date the derivative contract is entered into and are subsequently re-measured at their fair value at each balance date with the resulting gain or loss recognised in the statement of comprehensive revenue and expense. The full fair value of the forward foreign exchange derivative is classified as current if the contract is due for settlement within 12 months of balance date. Otherwise, foreign exchange derivatives are classified as non-current. Loans and Receivables Trade receivables, loans and other receivables that have fixed or determinable payments that are not quoted in an active market are classified as ‘loans and receivables’. Loans and receivables are measured at amortised cost using the effective interest method less impairment. Interest is recognised by applying the effective interest rate. Trade and other receivables are recognised initially at fair value and subsequently measured at amortised cost using the effective interest method, less any provision for impairment. An allowance for doubtful debts is established when there is objective evidence that the Museum will not be able to collect all amounts due according to the original terms of the receivables. The amount of the allowance is the difference between the asset’s carrying amount and the present value of estimated future cash flows, discounted at the effective interest rate. The amount of the allowance is expensed in the Statement of Financial Performance. Impairment of Financial Assets Financial assets, other than those at fair value through profit or loss, are assessed for indicators of impairment at each Statement of Financial Position date. Financial assets are impaired where there is objective evidence that as a result of one or more events that occurred after the initial recognition of the financial asset the estimated future cash flows of the investment have been impacted. For financial assets carried at amortised cost, the amount of the impairment is the difference between the asset’s carrying amount and the present value of estimated future cash flows, discounted at the original effective interest rate. The carrying amount of the financial asset is reduced by the impairment loss directly for all financial assets with the exception of trade receivables where the carrying amount is reduced through the use of an allowance account. When a trade receivable is uncollectible, it is written off against the allowance account. Subsequent recoveries of amounts previously written off are credited against the allowance account. Changes in the carrying amount of the allowance account are recognised in the Statement of Financial Performance. With the exception of available-for-sale equity instruments, if, in a subsequent period, the amount of the impairment loss decreases and the decrease can be related objectively to an event occurring after the impairment was recognised, the previously recognised impairment loss is reversed through the Statement of Financial Performance to the extent the carrying amount of the investment at the date of impairment is reversed does not exceed what the amortised cost would have been had the impairment not been recognised.

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OTAGO MUSEUM TRUST BOARD NOTES TO THE FINANCIAL STATEMENTS (Cont.) For the Financial Year Ended 30 June, 2015 STATEMENT OF ACCOUNTING POLICIES cont. (ii) Financial Liabilities Trade and Other Payables Trade payables and other accounts payable are recognised when the Museum becomes obliged to make future payments resulting from the purchase of goods and services. Trade and other payables are initially recognised at fair value and are subsequently measured at amortised cost, using the effective interest method. Inventories Inventories are valued at the lower of cost and net realisable value. Cost is determined on a weighted average basis with an appropriate allowance for obsolescence and deterioration. Inventories acquired through non-exchange transactions are measured at fair value at the date of acquisition. Property, Plant and Equipment The Museum has the following classes of property, plant and equipment:

Operational Assets and Heritage Assets Operational Assets

Operational assets include land, buildings, plant and equipment, motor vehicles, office furniture and equipment. Cost/Valuation Property, plant and equipment is recorded at cost less accumulated depreciation. Additions The cost of an item of property, plant and equipment is recognised as an asset only when it is probable that future economic benefits or service potential associated with the item will flow to the Museum and the cost of the item can be measured reliably. Work in progress is recognised at cost less impairment and is not depreciated. Cost includes expenditure that is directly attributable to the acquisition of the assets. In most instances, an item of property, plant and equipment is recognised at cost. Where an asset is acquired through a non-exchange transaction, or for a nominal cost, it is recognised at fair value at the date of acquisition. Depreciation Depreciation is calculated as detailed below: Expenditure incurred to maintain these assets at full operating capability is charged to the Statement of Financial Performance in the year incurred.

Operational Assets Rate Land Nil Buildings 3% S.L. - 18% D.V. Cafe Equipment 19.2% - 30% D.V. Computer Equipment 18% - 67% D.V. Emergency Response Team Equipment 18% D.V. Furniture, Fittings and Equipment 8% - 67% D.V. Golden Kiwi Lottery Fund Equipment 10% D.V. Motor Vehicles 26% D.V.

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OTAGO MUSEUM TRUST BOARD NOTES TO THE FINANCIAL STATEMENTS (Cont.) For the Financial Year Ended 30 June, 2015 STATEMENT OF ACCOUNTING POLICIES cont.

The estimated useful lives, residual values and depreciation method are reviewed at the end of each annual reporting period. Disposal An item of property, plant and equipment is derecognised upon disposal or recognised as impaired when no future economic benefits are expected to arise from the continued use of the asset. Any gain or loss arising on de-recognition of the asset (calculated as the difference between the net disposal proceeds and the carrying amount of the asset) is included in the Statement of Financial Performance in the period the asset is derecognised. Heritage Assets The Otago Museum Trust Board owns an extensive collection of material and information relating to the natural, cultural and scientific heritage of the peoples of the world. Heritage assets are valued at cost or fair value at the date of acquisition and are not depreciated. All assets acquired prior to 30 June 2001 are recognised at cost at the date of acquisition. As a large number of the Heritage assets are donated or subsidised generally such cost will be nil unless they have been acquired as a result of a purchase by the Museum. All assets acquired from 1 July 2001 are recognised at fair value at the date of acquisition for donated or subsidised assets where it is possible, practical and meaningful to arrive at such fair value or at cost where the assets have been acquired as a result of a purchase by the Museum. The difference between fair value and cost is recognised in the Statement of Financial Performance. The bulk of the Museum’s collection is represented by unrealisable or irreplaceable items and it is impracticable and cost prohibitive to value them on a “Market Based” or “Depreciated Replacement Cost” basis. As a consequence the Museum’s collection is undervalued in these financial statements. The result of this accounting policy means that the vast majority of the Museum’s collection, having been obtained prior to 30 June, 2001, is effectively valued for accounting purposes at nil, or at historical cost for those few items purchased. The primary function and purpose of the Otago Museum is the preservation and display of the extensive collection of heritage assets. These are the tasks that make up the bulk of the Otago Museum’s activities. This means that much of the collection is valued at nil, or very old historical cost for those few items purchased. The Board is confident, however, that if the collection was to be sold, its market value would be very substantial. The fact that most of the collection has a nil, or low, value for accounting purposes in no way reduces the true value of the collection or the care that is exercised in its conservation and exhibition. Impairment of Non-financial Assets At each reporting date, the Museum reviews the carrying amounts of its tangible and intangible assets to determine whether there is any indication that those assets have suffered an impairment loss. If any such indication exists, the recoverable amount of the asset is estimated in order to determine the extent of the impairment loss (if any). Where the asset does not generate cash flows that are independent from other assets, the Museum estimates the recoverable amount of the cash-generating unit to which the asset belongs. Recoverable amount is the higher of fair value less costs to sell and value in use. Value in use is depreciated replacement cost for an asset where the future economic benefits or service potential of the asset is not primarily dependent on the asset’s ability to generate net cash inflows and where the entity would, if deprived of the asset, replace its remaining future economic benefits or service potential. In assessing value in use for cash-generating assets, the estimated future cash flows are discounted to their present value using a pre-tax discount rate that reflects current market assessments of the time value of money and the risks specific to the asset for which the estimates of future cash flows have not been adjusted. If the recoverable amount of an asset (or cash-generating unit) is estimated to be less than its carrying amount, the carrying amount of the asset (cash-generating unit) is reduced to its recoverable amount. An impairment loss is recognised as an expense immediately, unless the relevant asset is carried at fair value, in which case the impairment loss is treated as a revaluation decrease.

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OTAGO MUSEUM TRUST BOARD NOTES TO THE FINANCIAL STATEMENTS (Cont.) For the Financial Year Ended 30 June, 2015 STATEMENT OF ACCOUNTING POLICIES cont. Where an impairment loss subsequently reverses, the carrying amount of the asset (cash-generating unit) is increased to the revised estimate of its recoverable amount, but only to the extent that the increased carrying amount does not exceed the carrying amount that would have been determined had no impairment loss been recognised for the asset (cash-generating unit) in prior years. A reversal of an impairment loss is recognised in the Statement of Financial Performance immediately, unless the relevant asset is carried at fair value, in which case the reversal of the impairment loss is treated as a revaluation increase. Superannuation Schemes Defined Contribution Schemes Obligations for contributions to defined contribution superannuation schemes are recognised as an expense in the statement of financial performance as incurred. Provisions Provisions are recognised when the Museum has a present obligation, the future sacrifice of economic benefits is probable, and the amount of the provision can be measured reliably. The amount recognised as a provision is the best estimate of the consideration required to settle the present obligation at reporting date, taking into account the risks and uncertainties surrounding the obligation. Where a provision is measured using the cash flows estimated to settle the present obligation, its carrying amount is the present value of those cash flows. When some or all of the economic benefits required to settle a provision are expected to be recovered from a third party, the receivable is recognised as an asset if it is virtually certain that recovery will be received and the amount of the receivable can be measured reliably. Employee Entitlements Provision is made for benefits accruing to employees in respect of wages and salaries, and annual leave when it is probable that settlement will be required and they are capable of being measured reliably. Employee benefits that are due to be settled within 12 months after balance date are measured based on the accrued entitlements at current rates of pay. A liability and an expense are recognised for bonuses where there is a contractual obligation or where there is a past practice that has created a constructive obligation and a reliable estimate of the obligation can be made. Provisions made in respect of employee benefits which are not expected to be settled within 12 months are measured at the present value of the estimated future cash outflows to be made by the Museum in respect of services provided by employees up to reporting date. Statement of Cash Flows Operating activities include cash received from all revenue sources of the Museum and record the cash payments made for the supply of goods and services. Investing activities are those activities relating to the acquisition and disposal of non-current assets. Financing activities comprise the change in equity and debt structure of the Museum.

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OTAGO MUSEUM TRUST BOARD NOTES TO THE FINANCIAL STATEMENTS (Cont.) For the Financial Year Ended 30 June, 2015 STATEMENT OF ACCOUNTING POLICIES cont. Equity Equity is the community’s interest in the Museum and is measured as total assets less total liabilities. Equity is disaggregated and classified into Museum Capital and a number of reserves. The components of equity are: Museum Capital Account Accumulated Surplus/(Deficit) Available-for Sale Revaluation Reserve Equalisation Fund Redevelopment Fund Special and Trust Funds Reserves Reserves are a component of equity generally representing a particular use to which various parts of equity have been assigned. Reserves may be legally restricted or established by the Museum. Restricted reserves are subject to specific conditions. Expenditure or transfers from these reserves may be made only for certain specified purposes. Museum reserves are reserves established by Museum decision. The Museum may alter them without reference to any third party. Expenditure or transfers to and from these reserves is based on established Museum policy. The Museum’s objectives, policies and processes for managing capital are described in Note 21. Budget Figures The budget figures are those approved by the Museum at the beginning of the year in the annual plan. The budget figures have been prepared in accordance with NZ GAAP, using accounting policies that are consistent with those adopted by the Museum for the preparation of the financial statements. Critical Accounting Estimates and Assumptions In preparing these financial statements, the Museum has made estimates and assumptions concerning the future. These estimates and assumptions may differ from the subsequent actual results. Estimates and assumptions are continually evaluated and are based on historical experience and other factors, including expectations or future events that are believed to be reasonable under the circumstances. The estimates and assumptions that have a significant risk of causing a material adjustment to the carrying amounts of assets and liabilities within the next financial year are discussed below. Key Sources of Estimation Uncertainty Judgements made by management in the application of Tier 2 PBE accounting standards that have significant effects on the financial statements and estimates with a significant risk of material adjustments in the next year are disclosed, where applicable, in the relevant notes to the financial statements. Key Sources of Estimation Uncertainty include:

Estimating the remaining useful life of various items of property, plant and equipment. If the useful life does not reflect the actual consumption of benefits of the asset, the Museum could be over or under estimating the depreciation charge recognised as an expense in the Statement of Financial Performance.

Determining whether the conditions of a grant has been satisfied, to determine whether the grant should be recognised as revenue in the Statement of Financial Performance. This judgement will be based on the facts and circumstances that are evident for each contract.

Estimates and judgements are continually evaluated and are based on historical experience and other functions, including expectations of future events that are believed to be measurable under the circumstances.

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OTAGO MUSEUM TRUST BOARD NOTES TO THE FINANCIAL STATEMENTS (Cont.) For the Financial Year Ended 30 June, 2015 2. REVENUE For financial reporting purposes, revenue received from Local Authorities in regards to payments under the Otago Museum Trust Board Act 1996 is considered non-exchange revenue. These amounts to $4,102,101 in 2015 (2014: $4,021,668). Legacies and Bequests, Interest & Dividends, as well as Grants – Government and Other are also considered non-exchange revenue. Included within Public revenue are the following non-exchange transactions: 2015 2014 $ $ Donations 175,873 124,643 Sponsorships 5,574 - Other - 2,391 ──────── ──────── $181,447 $127,034 ════════ ════════ 3. EXPENDITURE 2015 2014 $ $ (a) Employee Benefits Expense Salaries and Wages 3,662,159 3,389,541 Defined Contribution Plans 79,695 170,617 ──────── ──────── $3,741,854 $3,560,158 ════════ ════════ From 30 June 2015, the recognition of defined contribution plans has been adjusted to only represent the employer contribution to these schemes. Prior to this, both the employee and employer contributions were recognised. (b) Other Expenses Computer Costs 64,066 59,382 Maintenance 178,423 124,009 Other Expenses 2,558,020 2,625,388 ──────── ──────── $2,800,509 $2,808,779 ════════ ════════ 4. REMUNERATION The following table shows the number of employees that are paid more than $100,000 gross per year.

2015 2014 Remuneration Band Number of Employees Number of Employees $270,000 - $279,999 1 $260,000 - $269,999 1 1 $140,000 - $149,999 1 1 $110,000 - $119,999 2 - $100,000 - $109,999 1 -

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OTAGO MUSEUM TRUST BOARD NOTES TO THE FINANCIAL STATEMENTS (Cont.) For the Financial Year Ended 30 June, 2015 5. KEY MANAGEMENT PERSONNEL COMPENSATION Key management personnel include Trust Board Members, the Chief Executive and other members of the Museum Management Team. With the exception of the Chairperson of the Board who receives a small honorarium, other Trust Board members do not receive any remuneration. 2015 2014 $ $ Short-term employee benefits 833,506 1,067,233 Other benefits - - ──────── ──────── $833,506 $1,067,233 ════════ ════════ The full-time equivalent of key management personnel receiving remuneration is detailed below: Trust Board Members 0.04 0.04 Museum Management Team 6 7.5 ──────── ──────── 6.04 7.54 ════════ ════════ 6. SEVERANCE PAYMENTS For the year ended 30 June 2015, the Otago Museum Trust Board made no severance payments to employees outside the meeting of contractual payments in regards to outstanding leave, sabbatical, and retirement entitlements (2014: $Nil).

7. REMUNERATION OF AUDITORS 2015 2014 $ $

Audit Fees for Financial Statement Audit $28,134 $27,804 ════════ ════════ The auditor of Otago Museum Trust Board is Audit New Zealand on behalf of the Auditor-General. 8. TRADE AND OTHER RECEIVABLES Trade Receivables 84,233 114,213 ──────── ──────── 84,233 114,213 Sundry Receivables and Accruals 70,718 82,182 Estimated Doubtful Debts - - Goods and Services Tax (GST) Receivable 33,177 31,554 ──────── ──────── $188,128 $227,949 ════════ ════════ The following are recognised as non-exchange transactions: 2015 2014 $ $ Accrued Interest 74,014 81,915 GST Receivable 33,177 31,554 ──────── ──────── $107,191 $113,469 ════════ ════════ All other trade and other receivables are considered as exchange transactions.

74

OTAGO MUSEUM TRUST BOARD NOTES TO THE FINANCIAL STATEMENTS (Cont.) For the Financial Year Ended 30 June, 2015 TRADE AND OTHER RECEIVABLES cont. Trade Receivables 2015 2014 Ageing of past due but not impaired: 0–30 days 192 71,039 31–60 days 59,002 14,005 61–90 days 1,502 1,551 90 days+ 23,537 27,618 ──────── ──────── $84,233 $114,213 ════════ ════════ The Museum holds no collateral as security or other credit enhancements over receivables that are either past due or impaired. 2015 2014 $ $ 9. DERIVATIVE FINANCIAL INSTRUMENTS US Forward Contracts 1,333,040 - ──────── ──────── $1,333,040 $Nil ════════ ════════ The notional principal amounts of outstanding forward exchange contracts in New Zealand dollars were $1,333,040 (2014: $Nil). The foreign currency principal amounts were US$909,400 (2014 US$Nil). The fair values of forward foreign exchange contracts have been determined using a technique based on quoted market prices. The inputs into the valuation model are from independently sourced market parameters such as currency rates. 2015 2014 $ $ 10. INVENTORIES Shop Stock 147,446 160,875 Café Stock 10,213 12,675 Venue Stock 6,118 ──────── ──────── $163,777 $173,550 ════════ ════════ The carrying amount of inventories pledged as security for liabilities is $Nil (2014: $Nil).

75

OTAGO MUSEUM TRUST BOARD NOTES TO THE FINANCIAL STATEMENTS (Cont.) For the Financial Year Ended 30 June, 2015 2015 2014 $ $ 11. OTHER FINANCIAL ASSETS Available-for-Sale at Fair Value: Current Deposits 196,932 196,932 Non Current Equity Securities – Company Shares 4,471,178 3,908,786 Fixed Rate Bonds 1,244,212 1,155,669 ──────── ──────── 5,912,322 5,261,387 Disclosed in the financial statements as: Current 196,932 196,932 Non-current 5,715,390 5,064,455 ──────── ──────── $5,912,322 $5,261,387 ════════ ════════ There are no impairment provisions for other financial assets. Equity securities and fixed rate bonds are held in the name of Otago Museum Trust Board. Equity investments are measured at fair value with fair value determined by reference to published bid price quotations in an active market. All banking activities relating to these Other Financial Assets are conducted by the Otago Museum Trust Board through its bank account. 2015 2014 $ $ 12. OTHER CURRENT ASSETS Prepayments $Nil $160,471 ════════ ════════

76

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78

OTAGO MUSEUM TRUST BOARD NOTES TO THE FINANCIAL STATEMENTS (Cont.) For the Financial Year Ended 30 June, 2015 2015 2014 $ $ 14. TRADE AND OTHER PAYABLES Trade Payables (i) 359,880 287,630 Other Accrued Charges (ii) 185,884 15,542 Derivative Financial Instruments (iii) 1,264,747 - ──────── ──────── $1,810,511 $303,172 ════════ ════════ (i) The average credit period on purchases is 30 days. (ii) The Museum holds unspent grant funding received, included in cash and cash equivalents, of $168,769 (2014: $Nil) that is

subject to restrictions. The restrictions generally specify how the grant is required to be spent providing specified deliverables of the grant arrangement. This grant funding is considered a non-exchange transaction.

(iii) The Museum holds forward exchange contracts with BNZ for USD, which is expected to be utilised in the development of the Planetarium and Discovery World refurbishment. The amount stated above represents the cost to the Museum in entering into these contracts.

15. EMPLOYEE ENTITLEMENTS Accrued Salary and Wages 184,823 164,500 Annual Leave 178,550 158,451 ──────── ──────── $363,373 $322,951 ════════ ════════ 16. RESERVES Available-for-Sale Revaluation Reserve (a) 949,824 463,377 Equalisation Fund (b) 291,590 279,690 Restricted Reserves (c) (Trust Funds) 5,567,939 5,287,425 Museum Reserves (d) (Special Funds) 7,799,754 8,266,280 Unallocated Accrued Interest 74,014 81,916 ──────── ──────── $14,683,121 $14,378,688 ════════ ════════ (a) Available-for-Sale Revaluation Reserve Balance at Beginning of Year 463,377 312,331 Valuation Gain/(Loss) Recognised 554,273 217,579 (Gain)/Loss transferred to Revenue Statement on Sale of Financial Assets (67,826) (66,533) ──────── ──────── Balance at End of Year $949,824 $463,377 ════════ ════════ The available-for-sale revaluation reserve represents gains (net) on revaluation of financial assets held. (b) Equalisation Fund Balance at Beginning of Year 279,690 269,384 Interest Transfer 11,900 10,306 ──────── ──────── Balance at End of Year $291,590 $279,690 ════════ ════════ A fund established to enable the Board to handle expenditure on major maintenance projects which occur irregularly.

79

OTAGO MUSEUM TRUST BOARD NOTES TO THE FINANCIAL STATEMENTS (Cont.) For the Financial Year Ended 30 June, 2015 Notes 2015 2014 $ $ 16. RESERVES cont. (c) Restricted Reserves (Trust Funds) 16 (e) Balance at Beginning of Year 5,287,425 5,137,380 Transfer from/(to) Retained Earnings 280,514 150,045 ──────── ──────── Balance at End of Year $5,567,939 $5,287,425 ════════ ════════ Restricted reserves include:

trust and bequest funds that have been provided to the Museum for specific purposes. Notes 2015 2014 $ $ (d) Museum Reserves (Special Funds) 16 (f) Balance at Beginning of Year 8,266,280 8,028,074 Transfer from/(to) Retained Earnings (466,526) 238,206 ──────── ──────── Balance at End of Year $7,799,754 $8,266,280 ════════ ════════ Museum reserves are made available for specific events or purposes, based on established Museum policy.

80

OTAGO MUSEUM TRUST BOARD NOTES TO THE FINANCIAL STATEMENTS (Cont.) For the Financial Year Ended 30 June, 2015

16 (e) Restricted Reserves (Trust Funds)

TRUST FUND BALANCE

01/07/2014 ADD REVENUE &

TRANSFERS

DEDUCT EXPENDITURE &

TRANSFERS

BALANCE 30/06/2015

TOTAL

CAPITAL REVENUE

Elizabeth Alexander

154,691

Gain on Sale of Shares Investment Revenue

1,984 7,166

163,841

87,506

76,335 Beth and Mark Anderson

102,663

Gain on Sale of Shares Investment revenue

1,317 4,756

108,736

74,643

34,093 Avice Bowbyes - Costumes

195,040


2,502 9,035

206,577

68,503

138,074 Colquhoun

498,455


6,394

23,090

Purchases – Jewellery Scholarships

653

7,167 520,119

173,674

346,445 De Beer Publications & Research

1,146,743


14,711 53,120

1,214,574

372,636

841,938 Fairweather

338,250


4,339

15,669

Purchases- Ceramics Purchase – Misc from Trust Funds

9,290

8,272 340,696 141,756 198,940 Fairweather - Collections

548,453


7,035

25,406

Purchase – Ceramics 2,414 578,480 199,792 378,688

Gollan

206,719


2,652 9,576

218,947 42,364 176,583 Brenda Joyce Harding

106,556


1,367 4,936

112,859 40,480 72,379 Lyders

187,359


2,403 8,679

Purchase – Misc from Trust Funds

27

198,414 39,853 158,561 Cowie Nichols

22,374


287

1,036

23,697 2,606 21,091 Cyril Nichols

997,001


12,789 46,184

1,055,974 222,859 833,115 Peter Snow MAC Fund

1,136


15 53

1,204 - 1,204 Willi Fels

781,985


10,031 36,224

Purchase – Misc from Trust Funds

4,419

823,821 254,775 569,046 TOTAL RESTRICTED RESERVES $5,287,425

══════

$312,756 ════════

$32,242 ═══════

$5,567,939 ═════════

$1,721,447 ═════════

$3,846,492 ══════

81

OTAGO MUSEUM TRUST BOARD NOTES TO THE FINANCIAL STATEMENTS (Cont.) For the Financial Year Ended 30 June, 2015 16 (f) Museum Reserves (Special Funds)

SPECIAL FUND BALANCE 01/07/2014

ADD REVENUE & TRANSFERS

DEDUCT EXPENDITURE & TRANSFERS

BALANCE 30/06/2015

TOTAL

CAPITAL REVENUE

Allocation for Special Est. E.O. Naylor 360 Purposes 69,673 Investment Revenue 3,227 73,260 - 73,326 Barclay Marjorie Barclay

Trust 145,000 Transfer to

Development Fund

270,103

125,103 Investment Revenue 5,795 5,795 - 5,795 Conservation Materials

Budget Transfer 7,098 Purchases- Misc from Special Funds

48,400

194,481 Investment Revenue 9,009 162,188 - 162,188 Development Transfer from Shop 990,856 Capital Project

Expenditure

1,054,055

Transfer from Barclay

270,103

Donations 17,500 2,395,963 Investment Revenue 156,886 2,777,253 - 2,777,253 Emergency Response 44,256 Investment Revenue 2,050 46,306 - 46,306 Freda Stucky

251,381

Investment Revenue

10,641

262,022

-

262,022

Loss of Heart Compensation

2,180,724

Investment Revenue 89,406 2,270,130

1,106,913

1,163,217

Maori Ethnology 97,883 Investment Revenue 4,534 102,417 - 102,417 Purchase of Budget Transfer 966 Collections 83,257 Investment Revenue 3,857 88,080 - 88,080 Retirement Leave Budget Transfer 13,141 198,530 Investment Revenue 9,196 220,867 - 220,868 Scientific Budget Transfer 845 Publications 67,722 Investment Revenue 3,137 71,704 - 71,704 Shop and Publication Sales

990,856

Investment Revenue

-

Transfer to Development Fund

990,856

-

-

- Special Exhibitions Budget Transfer 39,242 & Programmes 691,054 Investment Revenue 32,011 762,307 - 762,307 Study & Training Budget Transfer 2,969 108,617 Investment Revenue 5,031 116,617 - 116,617 Project & Development Fund

766,780

Budget Transfer Investment revenue

87,284 35,519

Equipment & Upgrades Maintenance

34,789 13,987

840,807

-

840,807

TOTAL MUSEUM RESERVES

$8,266,280 ══════

$1,945,663 ══════════

$2,412,190 ═════════

$7,799,753 ═════════

$1,106,913 ════════

$6,692,840 ═════════

82

OTAGO MUSEUM TRUST BOARD NOTES TO THE FINANCIAL STATEMENTS (Cont.) For the Financial Year Ended 30 June, 2015 2015 2014 $ $ 17. CAPITAL Accumulated Surplus/(Deficit) Balance at Beginning of Year 13,213,667 13,935,230 Plus Exhibits & Equipment Purchased from: Restricted and Museum Reserves 1,162,319 363,145 Net Surplus/(Deficit) (1,129,257) (984,226) Transfers from/(to) Reserves: Restricted and Museum Reserves (151,545) (100,482) ──────── ──────── Balance at End of Year $13,095,184 $13,213,667 ════════ ════════ 18. COMMITMENTS FOR EXPENDITURE (a) Capital and Other Expenditure Commitments Capital and other expenditure commitments at 30 June 2015 were $821,046 (30 June 2014: $Nil). These affect the following asset classes:

Buildings $821,046 The Otago Museum Trust Board entered into a 33 year lease with the Dunedin City Council on 19 October 2010 for the Old Post Office building located on the Museum Reserve. The initial yearly rental was set at $12,000 plus GST and is subject to yearly rental reviews. The Otago Museum Trust Board entered into an agreement for insurance covering the next financial year at the end of June 2015. The amount due for payment is $161,783. 2015 2014 $ $ 19. CONTINGENT LIABILITIES & CONTINGENT ASSETS Contingent Liabilities ATA Carnet 19,930 19,930 A Customs document to facilitate the temporary duty free admission of goods into the Republic of China. A carnet acts like an insurance policy in that should a custom’s duty arise, the Museum’s liability is limited to $19,930. Contingent Assets There were no contingent assets at 30 June, 2015 (2014: Nil).

83

OTAGO MUSEUM TRUST BOARD NOTES TO THE FINANCIAL STATEMENTS (Cont.) For the Financial Year Ended 30 June, 2015 20. RELATED PARTY DISCLOSURES Contributing Local Authorities Under the Otago Museum Trust Board Act, 1996 contributing authorities are required to provide certain levels of funding to the Otago Museum. Transactions with Related Parties During the year the following receipts (payments) were received from (made to) contributing authorities and these were conducted on normal commercial terms: 2015 2014 $ $ Central Otago District Council Levy Received 25,758 25,253 Clutha District Council Levy Received 181,570 178,010 Dunedin City Council Levy Received 3,843,258 3,767,900 Waitaki District Council Levy Received 51,516 50,505 ──────── ──────── $4,102,102 $4,021,668 ════════ ════════ Dunedin City Council Rent & Rates Paid $79,273 $78,279 ════════ ════════ The Otago Museum also received a rates grant from the Dunedin City Council totalling $6,000 (2014: $Nil). During the year the following receipts (payments) were received from (made to) Board members and associated personnel. These were conducted on normal commercial terms: 2015 2014 $ $ Innovatio Limited 15,000 7,575 ──────── ──────── $15,000 $7,575 ════════ ════════ The transactions above related to professional services rendered, remuneration for the Chair of the Board and reimbursement expenditure relating to the Chair of the Board carrying out his role. All transactions were completed on normal commercial terms.

84

OTAGO MUSEUM TRUST BOARD NOTES TO THE FINANCIAL STATEMENTS (Cont.) For the Financial Year Ended 30 June, 2015 21. NOTES TO THE CASH FLOW STATEMENT (a) Reconciliation of Cash and Cash Equivalents For the purposes of the cash flow statement, cash and cash equivalents includes cash on hand, deposits held on call with banks and other short-term highly liquid investments with original maturities of three months or less. Cash and cash equivalents at the end of the financial year as shown in the Cash Flow Statement is reconciled to the related items in the Statement of Financial Position as follows: 2015 2014 $ $ Cash & Cash Equivalents 7,851,724 8,132,205 ──────── ──────── $7,851,724 $8,132,205 ════════ ════════ 22. FINANCIAL INSTRUMENTS (a) Capital Risk Management The Otago Museum Trust Board Act 1996 (the Act) requires the Museum to manage and account for its revenue, expenses, assets, liabilities, investments and financial dealings generally and in accordance with the relevant financial management principles of the Local Government Act 2002 and Generally Accepted Accounting Practice. Museum Capital is largely managed as a by-product of managing revenues, expenses, assets, liabilities, investments and general financial dealings. The Museum has the following reserves:

Restricted Reserves (Trust Funds); and Museum Reserves (Special Funds).

Interest and realised gains or losses on the sale of shares are recognised through the Statement of Financial Performance. They accordingly form part of the surplus or deficit transferred to Museum Capital. Investment revenue is then allocated to the Reserves on a pro-rata basis. Subsequent use of these funds may be restricted by Trust Deed or established policy. Following the change in leadership and an extensive consultation process with stakeholders, both internal and external, the Otago Museum Trust Board has adopted a new strategic direction. This strategy has four main focuses.

A World-class Collection: aiming to share the collection as much as possible; develop the collection where appropriate; care for the collection; and research and interpret the collection.

Engaging our Community: aiming to be a valuable part of the community; partner, support and engagement with communities throughout Otago; encourage interaction on-site, off-site and online; and inspire passion for learning.

Business Sustainability: aiming to diversify the organisation’s funding base; develop new and existing income steams; deliver value for money; maximise income from commercial activities; and have the highest standards of commercial accountability.

An Outward-looking and Inclusive Culture: aiming to be driven by the needs of those the organisation serves; building and sustaining a culture of collaboration and partnership; and supporting vision and mission.

(b) Significant Accounting Policies Details of the significant accounting policies and methods adopted, including the criteria for recognition, and the basis of measurement applied in respect of each class of financial asset, financial liability and equity instrument are disclosed in Note 1 to the financial statements.

85

OTAGO MUSEUM TRUST BOARD NOTES TO THE FINANCIAL STATEMENTS (Cont.) For the Financial Year Ended 30 June, 2015 22. FINANCIAL INSTRUMENTS cont. (c) Categories of Financial Instruments 2015 2014 $ $ Financial Assets Cash and Cash Equivalents 7,851,724 8,132,204 Trade and Other Receivables 205,123 227,949 Derivative Financial Instruments 1,333,040 - Other Financial Assets: Loans and Receivables - - Available-for-Sale Financial Assets 5,912,322 5,261,387 Financial Liabilities Trade and Other Payables 1,972,294 303,172 (d) Financial Risk Management Objectives The Museum has a series of policies to manage the risks associated with financial instruments. The Museum is risk adverse and seeks to minimise exposure from its treasury activities. The Museum has established Museum approved Financial Management and Investment policies. These provide a framework for the management of financial resources in an efficient and effective way. The Museum does not enter into or trade financial instruments, including derivative financial instruments, for speculative purposes. (e) Market Risk Interest Rate Risk Interest rate risk is the risk that the value of a financial instrument will fluctuate due to changes in market interest rates. The Museum’s exposure to interest rate risk is limited to its bank deposits and some long-term investments (bonds) which are held at fixed interest rates. Investments and bank deposits held at variable interest rates also expose the Museum to interest rate risk. To help minimise interest rate risk, bank deposits are invested with a spread of maturity dates over a range of financial institutions to limit exposure to short-term interest rate movements. At 30 June 2015, if the 90 day bank bill rate had been 5% (2014: 5%) higher or lower, with all other variables held constant, the surplus/deficit for the year would have been $14,724 (2014: $16,540) lower/higher. This movement is attributable to interest on call accounts. Price Risk Price risk is the risk that the value of a financial instrument will fluctuate as a result of changes in market prices. The Museum’s equity investments are exposed to price risk because they are listed investments. The Museum’s equity investments are principally held for strategic purposes as opposed to generating a financial return. The equity investments are publically traded. Holding everything equal, if the share price at 30 June 2015 has fluctuated by plus or minus 5% (2014: 5%), the effect would have been to increase/decrease other comprehensive revenue and expense by $177,212 (2014: $156,440).

86

OTAGO MUSEUM TRUST BOARD NOTES TO THE FINANCIAL STATEMENTS (Cont.) For the Financial Year Ended 30 June, 2015 22 FINANCIAL INSTRUMENTS cont. Currency Risk Currency risk is the risk that the fair value or future cash flows of a financial instrument will fluctuate due to changes in foreign exchange rates. The Museum holds some equity investments in Australia, the United Kingdom and the United States markets. These holdings are primarily managed by Craigs Investment Partners on the Museum’s behalf. The Museum also makes purchases of goods and services overseas that require it to enter into transactions denominated in foreign currencies. As a result of these activities, exposure to currency risk arises. This year, the Museum has entered into foreign exchange forward contracts due to the large amounts of capital expenditure expected to be spent over the next 12 to 24 months, to help to manage the foreign currency risk exposure. Historically, these instruments have not been utilised. At 30 June 2015, if the NZ dollar had weakened/strengthened by 5% (2014: 5%) against the US dollar with all other variables held constant, the comprehensive income & expenses for the year would have been $100,256 (2014: $31,692) lower if the NZ dollar had weakened and $114,527 (2014: $35,027) higher if the NZ dollar had strengthened. This movement is attributable to foreign exchange gains/losses on translation of US dollar denominated forward contract, bank balances and equity investments. If the NZ dollar had weakened/strengthened by 5% (2014: 5%) against the UK pound with all other variables held constant, the comprehensive income and expenses for the year would have been $47,412 (2014: $36,905) lower if the NZ dollar had weakened and $52,404 (2014: $40,792) higher if the NZ dollar had strengthened. This movement is attributable to foreign exchange gains/losses on translation of UK pound denominated bank balances and equity investments. If the NZ dollar had weakened/strengthened by 5% (2014: 5%) against the AUD dollar with all other variables held constant, the comprehensive income and expenses for the year would have been $67,748 (2014: $69,901) lower if the NZ dollar had weakened and $74,882 (2014: $77,264) higher if the NZ dollar had strengthened. This movement is attributable to foreign exchange gains/losses on translation of UK pound denominated bank balances and equity investments. (f) Credit Risk Credit risk refers to the risk that a third party will default on its contractual obligations resulting in financial loss to the Museum. The Museum has no significant concentrations of credit risk arising from trade receivables. Due to the timing of when the annual levies are received from the Contributing Local Authorities, the Museum invests surplus cash with registered banks. In the normal course of business, the Museum is exposed to credit risk from cash and term deposits with banks, trade receivables, and derivative financial instruments. For each of these, the carrying amount of financial assets recorded in the financial statements, net of any allowance for losses, represents the Museum’s maximum exposure to credit risk without taking account of the value of any collateral obtained. The Museum limits the amount of credit exposure to any one financial institution for term deposits and funds held on call to no more than 60% of total funds held (excluding fixed term bonds). The Museum invests funds and enters into derivative financial instruments only with registered banks that have a Standard and Poor’s credit rating of at least A for short-term and long-term investments. Funds are currently held with Southland Building Society which does not have a rating with Standard and Poor’s. However, the amount invested is limited to $150,000. The Museum has experienced no defaults of interest or principal payments on any term deposits. The Museum holds on collateral or other credit enhancements for financial instruments that give rise to credit risk.

87

OTAGO MUSEUM TRUST BOARD NOTES TO THE FINANCIAL STATEMENTS (Cont.) For the Financial Year Ended 30 June, 2015 22 FINANCIAL INSTRUMENTS cont. (g) Liquidity Risk Management Liquidity risk is the risk that the Museum will encounter difficulty in raising liquid funds to meets commitments as they fall due. Prudent liquidity risk management implies maintaining sufficient cash. The Museum manages liquidity risk by maintaining adequate funds on deposit, reserves, and banking facilities by continuously monitoring forecast and actual cash flows, and matching the maturity profiles of financial assets and liabilities. (h) Maturity Profile of Financial Instruments The following tables detail the Museum‘s exposure to interest rate risk on financial instruments:

2015

Effective Interest

Rate %

Rate

$

Less than 1 year

$

1-2 Years

$

2-3 Years

$

3-4 Years

$

4-5 Years

$

5+ Years

$

Non Interest Bearing

$

$ Financial assets: Cash and cash equivalents 3.76 7,851,719 7,851,719 Trade and other receivables 1,538,163 1,538,163 Other financial assets Current

- Short term deposits 3.2 196,932 - 196,932 Non current - Equity securities - NZ 1,102,944 1,102,944 - Equity securities - Aust 1,510,952 1,510,952 - Equity securities - UK 1,026,092 1,026,092 - Equity securities - USA 831,191 831,191 - Fixed rate bonds 5.06 266,066 29,984 76,310 281,285 219,906 370,661 - 1,244,212 Financial liabilities: Trade and other payables 1,971,883 1,971,883

Weighted Average

Variable Interest

Fixed Maturity Dates Non Interest

Total

2014

Effective Interest

Rate %

Rate

$

Less than 1 year

$

1-2 Years

$

2-3 Years

$

3-4 Years

$

4-5 Years

$

5+ Years

$

Bearing $

$ Financial assets: Cash and cash equivalents 4.13 8,132,204 8,132,204 Trade and other receivables 227,949 227,949 Other financial assets Current

- Short term deposits 2.86 196,932 196,932 Non current - Equity securities – NZ 920,331 920,331 - Equity securities - Aust 1,557,951 1,557,951 - Equity securities - UK 765,159 765,159 - Equity securities - USA 665,345 665,345 - Fixed rate bonds 6.53 342,444 168,450 29,399 74,098 270,832 270,446 1,155,669 Financial liabilities: Trade and other payables 303,172 303,172

(i) Fair Value of Financial Instruments The fair values of financial assets and financial liabilities are determined as follows: the fair value of financial assets and financial liabilities with standard terms and conditions and traded on active liquid

markets are determined with reference to quoted market prices. The Museum considers that the carrying amount of financial assets and financial liabilities recorded at amortised cost in the financial statements approximates their fair values.

88

OTAGO MUSEUM TRUST BOARD NOTES TO THE FINANCIAL STATEMENTS (Cont.) For the Financial Year Ended 30 June, 2015 22 FINANCIAL INSTRUMENTS cont. (j) Credit Quality of Financial Instruments The credit quality of financial assets that are neither past due nor impaired can be assessed by reference to Standard and Poor’s credit ratings (if available) or to historical information about counterparty default rates. 2015 2014 $ $ Counterparties with Credit Ratings Cash at Bank and Cash Equivalents AA- 7,819,044 8,117,770 ──────── ──────── Total Cash at Bank and Cash Equivalents 7,819,044 8,117,770 Fixed Term Interest and Other Interest Bearing AA- 611,413 659,025 A+ 351,395 177,747 A - - BBB+ 158,492 237,498 BBB 40,929 - BB+ - - ──────── ──────── Total Fixed Term Interest & Other Interest Bearing 1,162,229 1,074,270 Derivative Financial Instruments AA- 1,333,040 - Counterparties without Credit Ratings Cash at Bank and Cash Equivalents Existing counterparty with no defaults in the past 32,680 14,434 ──────── ──────── Total Cash at Bank and Cash Equivalents 32,680 14,434 Fixed Term Interest and Other Interest Bearing Existing counterparty with no defaults in the past 278,915 278,331 ──────── ──────── Total Fixed Term Interest and Other Interest Bearing 278,915 278,331 Equity Investments Existing counterparty with no defaults in the past 4,471,179 3,908,786 ──────── ──────── Total Equity Investments 4,471,179 3,908,786 Trade and Other Receivables Existing counterparty with no defaults in the past 205,123 227,949 ──────── ──────── Total Trade and Other Receivables 205,123 227,949

89

OTAGO MUSEUM TRUST BOARD NOTES TO THE FINANCIAL STATEMENTS (Cont.) For the Financial Year Ended 30 June, 2015 23. SUBSEQUENT EVENTS There are no significant events subsequent to balance date. 24. ANNUAL REPORT The Otago Museum Trust Board Act 1996 requires adoption of the audited Annual Report by 30 November. 25. ADJUSTMENTS ARISING ON TRANSITION TO THE NEW PBE ACCOUNTING STANDARDS Reclassification Adjustments There have been no reclassifications on the face of the financial statements in adopting the new PBE accounting standards. Recognition and Measurement Adjustments There have been no recognition or measurement adjustments to the comparative information in adopting the new PBE accounting standards.

90

OT

AG

O M

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UM

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UST

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AR

D

SUPP

LE

ME

NT

AR

Y IN

FOR

MA

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N

For

t he

Yea

r E

nded

30

June

, 201

5 C

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N O

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AL

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AN

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ore

Ope

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g

Bus

ines

s Uni

ts

Sp

ecia

l & T

rust

Fun

ds

T

otal

Act

ual

Bud

get

A

ctua

l B

udge

t

Act

ual

Bud

get

A

ctua

l B

udge

t R

even

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Ex

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ive

621,

671

587,

225

-

-

- -

62

1,67

1 58

7,22

5 C

olle

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ns, E

xper

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Dev

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men

t 1,

514,

259

1,53

9,11

1

- -

-

-

1,51

4,25

9 1,

539,

111

Fina

nce

& C

omm

erci

al

(114

,318

) (1

11,9

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1,

528,

527

1,77

8,57

5

- -

1,

414,

209

1,66

6,61

5 A

sset

s & T

echn

olog

y 68

6,10

3 68

5,33

3

- -

-

-

686,

103

685,

333

Vis

itor I

nter

actio

n &

Pro

gram

mes

76

4,37

8 78

3,18

6

418,

077

420,

352

-

-

1,18

2,45

5 1,

203,

538

Spec

ial &

Tru

st F

unds

-

-

- -

78

2,08

8 56

7,51

9

782,

088

567,

519

CLA

Con

tribu

tion

& O

ther

Rev

enue

99

3,49

9 1,

016,

954

-

-

- -

99

3,49

9 1,

016,

954

Tota

l Rev

enue

4,

465,

592

4,49

9,84

9

1,94

6,60

4 2,

198,

927

78

2,08

8 56

7,51

9

7,19

4,28

4 7,

266,

295

Wag

es &

Sal

arie

s

Exec

utiv

e (3

65,8

72)

(324

,390

)

- -

-

-

(365

,872

) (3

24,3

90)

Col

lect

ions

, Exp

erie

nce

& D

evel

opm

ent

(1,1

79,4

21)

(1,0

76,0

52)

-

-

- -

(1

,179

,421

) (1

,076

,052

) Fi

nanc

e &

Com

mer

cial

(2

46,9

13)

(243

,155

)

(643

,723

) (5

58,8

05)

-

-

(890

,636

) (8

01,9

60)

Ass

ets &

Tec

hnol

ogy

(304

,926

) (3

87,2

21)

-

-

- -

(3

04,9

26)

(387

,221

) V

isito

r Int

erac

tion

& P

rogr

amm

es

(960

,101

) (8

96,0

99)

(5

2,89

8)

(41,

176)

- -

(1

,012

,999

) (9

37,2

75)

Spec

ial &

Tru

st F

unds

-

-

- -

-

-

- -

Tota

l Wag

es &

Sal

arie

s (3

,057

,233

) (2

,926

,917

)

(696

,621

) (5

99,9

81)

-

-

(3,5

73,8

54)

(3,5

26,8

98)

Dir

ect C

osts

Exec

utiv

e (2

35,4

69)

(285

,254

)

- -

-

-

(235

,469

) (2

85,2

54)

Col

lect

ions

, Exp

erie

nce

& D

evel

opm

ent

(511

,077

) (5

20,0

75)

-

-

- -

(5

11,0

77)

(520

,075

) Fi

nanc

e &

Com

mer

cial

(2

4,69

3)

(22,

523)

(529

,193

) (8

37,7

39)

-

-

(553

,886

) (8

60,2

62)

Ass

ets &

Tec

hnol

ogy

(409

,804

) (3

24,3

02)

-

-

- -

(4

09,8

04)

(324

,302

) V

isito

r Int

erac

tion

& P

rogr

amm

es

(87,

312)

(1

38,7

10)

(1

36,1

34)

(147

,456

)

- -

(2

23,4

46)

(286

,166

) Sp

ecia

l & T

rust

Fun

ds

- -

-

-

(21,

154)

(2

9,00

0)

(2

1,15

4)

(29,

000)

To

tal D

irec

t Cos

ts

(1,2

68,3

55)

(1,2

90,8

64)

(6

65,3

27)

(985

,195

)

(21,

154)

(2

9,00

0)

(1

,954

,836

) (2

,305

,059

)

D

epre

ciat

ion

(1,0

20,2

44)

(1,3

20,5

70)

-

-

- -

(1

,020

,244

) (1

,320

,570

) In

dire

ct C

osts

(8

33,6

73)

(1,0

52,3

64)

-

-

- -

(8

83,6

73)

(1,0

52,3

64)

Net

Con

trib

utio

n (1

,713

,913

) (2

,090

,866

)

584,

656

613,

751

76

0,93

4 53

8,51

9

(368

,323

) (9

38,5

96)

91

OTAGO MUSEUM TRUST BOARD SUPPLEMENTARY INFORMATION For the Year Ended 30 June, 2015 FIXED ASSETS & EXHIBITS ACQUIRED DURING THE YEAR Account Reserves Accumulated Surplus/Deficit EXECUTIVE Equipment and Furniture 8,373 ───── FINANCE AND COMMERCIAL

Equipment and Furniture 2,761 ─────

COLLECTIONS, EXPERIENCE AND DEVELOPMENT Equipment and Furniture 41,662

─────

VISITOR INTERACTION and PROGRAMMES Equipment and Furniture -

───── ASSETS AND TECHNOLOGY Equipment and Furniture 16,022

─────

STATEMENT OF FINANCIAL PERFORMANCE Equipment and Furniture 29,390 ───── MUSEUM RESERVES Conservation Materials 48,400 Development Fund 1,054,055 Project and Development Fund 34,789 ─────── FAIRWEATHER TRUST FUND Ceramics 9,290 Purchases – Misc. from Trust Funds 8,272 ─────── FAIRWEATHER COLLECTIONS TRUST FUND Ceramics 2,414 ─────── COLQUHOUN TRUST FUND Jewellery 653 ─────── LYDERS TRUST FUND Purchases – Misc. from Trust Funds 27 ─────── WILLI FELS TRUST FUND Purchases – Misc. from Trust Funds 4,419 ─────── ────────

TOTAL ACQUISITIONS FOR YEAR $1,162,319 $98,208 ═══════ ════════

K:\Clients\O\Otago Museum Trust Board\ACTG\2015\Audit\FSAH2015AnnualReport.Docx

92

Independent Auditor’s Report

To the readers of Otago Museum Trust Board’s

financial statements and performance information for the year ended 30 June 2015

The Auditor-General is the auditor of Otago Museum Trust Board (the Museum). The Auditor-General has appointed me, Ian Lothian, using the staff and resources of Audit New Zealand, to carry out the audit of the financial statements and performance information of the Museum on her behalf.

We have audited:

the financial statements of the Museum on pages 60 to 89, that comprise the statement of financial position as at 30 June 2015, the statement of financial performance, statement of comprehensive revenue and expense, statement of changes in equity and statement of cash flows for the year ended on that date and the notes to the financial statements that include accounting policies and other explanatory information; and

the performance information of the Museum on pages 27 to 56.

Adverse opinion on the financial statements other than statement of cash flows

As stated in the accounting policies on page 69, the Museum has not recognised the majority of its collection assets in the statement of financial position, nor the associated depreciation expense in the statement of financial performance. This is a departure from applicable Public Benefit Entity International Public Sector Accounting Standard 17: Property, Plant and Equipment (PBE IPSAS 17), which generally requires assets to be recognised, and depreciated over their useful lives, in the financial statements. There are no practical audit procedures that we have been able to apply to quantify the effect of this departure from PBE IPSAS 17.

In our opinion, because of the effect of the failure to account for all of the museum collection assets the financial statements of the Museum:

Do not present fairly, in all material respects:

its financial position as at 30 June 2015; and

its financial performance for the year then ended.

Do not comply with generally accepted accounting practice in New Zealand and have not been prepared in accordance with Public Benefit Entity Accounting Standards with reduced disclosure requirements.

93

Unmodified opinion on the statement of cash flows and the performance information

In our opinion:

The statement of cash flows of the Museum on page 63:

presents fairly, in all material respects its cash flows for the year ended 30 June 2015; and

complies with generally accepted accounting practice in New Zealand and has been prepared in accordance with Public Benefit Entity Accounting Standards with reduced disclosure requirements.

The performance information of the Museum on pages 27 to 56:

presents fairly, in all material respects, the Museum’s achievements measured against the performance targets adopted for the year ended 30 June 2015; and

complies with generally accepted accounting practice in New Zealand.

Other than for the effects of failing to account for the museum collection assets in the manner required by PBE IPSAS 17 as outlined above, in our opinion the financial statements of the Museum present fairly in all material respects its financial position as at 30 June 2015 and its financial performance for the year ended on that date.

Our audit was completed on 21 October 2015. This is the date at which our opinion is expressed.

The basis of our opinion is explained below. In addition, we outline the responsibilities of the Board and our responsibilities, and explain our independence.

Basis of opinion

We carried out our audit in accordance with the Auditor-General’s Auditing Standards, which incorporate the International Standards on Auditing (New Zealand). Those standards require that we comply with ethical requirements and plan and carry out our audit to obtain reasonable assurance about whether the financial statements and the performance information are free from material misstatement.

Material misstatements are differences or omissions of amounts and disclosures that, in our judgement, are likely to influence readers’ overall understanding of the financial statements and the performance information. We found material misstatements that were not corrected, as we referred to in our adverse opinion on the financial statements (other than the statement of cash flows).

An audit involves carrying out procedures to obtain audit evidence about the amounts and disclosures in the financial statements and in the performance information. The procedures selected depend on our judgement, including our assessment of risks of material misstatement of the financial statements and the performance information, whether due to fraud or error. In making those risk assessments, we consider internal control relevant to the preparation of the Museum’s financial statements and performance information in order to design audit

94

procedures that are appropriate in the circumstances but not for the purpose of expressing an opinion on the effectiveness of the Museum’s internal control.

An audit also involves evaluating:

the appropriateness of accounting policies used and whether they have been consistently applied;

the reasonableness of the significant accounting estimates and judgements made by the Board;

the adequacy of the disclosures in the financial statements and in the performance information; and

the overall presentation of the financial statements and the performance information.

We did not examine every transaction, nor do we guarantee complete accuracy of the financial statements and the performance information. Also, we did not evaluate the security and controls over the electronic publication of the financial statements and the performance information.

We believe we have obtained sufficient and appropriate audit evidence to provide a basis for our unmodified audit opinion on the statement of cash flows and the performance information. We did not receive all of the information and explanations we required in respect of the financial statements other than the statement of cash flows although we believe we have obtained sufficient and appropriate audit evidence to provide a basis for our adverse audit opinion.

Responsibilities of the Board

The Board is responsible for the preparation and fair presentation of financial statements for the Museum, that comply with generally accepted accounting practice in New Zealand and Public Benefit Entity Accounting Standards with reduced disclosure requirements. The Board is also responsible for preparation of the performance information for the Museum.

The Board’s responsibilities arise from the Otago Museum Trust Board Act 1996.

The Board is responsible for such internal control as it determines is necessary to enable the preparation of financial statements and performance information that are free from material misstatement, whether due to fraud or error. The Board is also responsible for the publication of the financial statements and the performance information, whether in printed or electronic form.

Responsibilities of the Auditor

We are responsible for expressing an independent opinion on the financial statements and the performance information and reporting that opinion to you based on our audit. Our responsibility arises from the Public Audit Act 2001 and section 27 of the Otago Museum Trust Board Act 1996.

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Independence

When carrying out the audit, we followed the independence requirements of the Auditor-General, which incorporate the independence requirements of the External Reporting Board.

Other than the audit, we have no relationship with or interests in the Museum.

Ian Lothian Audit New Zealand On behalf of the Auditor-General Dunedin, New Zealand

419 Great King StreetPO Box 6202

Dunedin 9059Telephone +64 3 474 7474

www.otagomuseum.nz

otago museum...3 it is my pleasure as chairperson to report on behalf of the board on another very...

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