Annual Report 2005 – 2006 - sismus.org Zelanda/Otago_2006.pdfto showcase Discovery World, the Museum and Otago. In August, we were immensely proud to attend the New Zealand Tourism

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Annual Report2005 – 2006

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STATEMENT OF PURPOSE

The Otago Museum is a non-profit-making, permanent institution, founded by the people of Otago for the service and development of their community.

The Museum’s vision is “to be an excellent museum of which the people of Otago and New Zealand will be proud”. To achieve this the Museum has a strong community focus in presenting its products and services and an emphasis on collection care, ensuring the preservation of the heritage of the region.

The mission of the Museum is

to inspire and enrich our community, and enhance understanding of the world through our collections, programmes and research.The Museum seeks to achieve its mission through preservation, research and education. It acquires, records, researches, conserves, communicates and exhibits material evidence of people, knowledge and the environment for the education, entertainment and inspiration of local communities and visitors.

The Otago Museum has three primary areas of focus: culture, nature and science.

The Otago Museum’s Strategic Plan, developed in consultation with funders and the community, sets out the following objectives as priorities:

• To provide the best stewardship of the collections

• To continually improve the customer experience

• To build a sense of community ownership and pride

• To maintain and strengthen relationships with Iwi

• To secure and expand the Museum’s funding resources.

In order to achieve these objectives two key result areas have been determined:

• Products and services to be relevant and consistently high in quality, as perceived by our communities

• Effective and positive leadership and management of collections, resources and skills by all staff and the Board.

The Otago Museum is proud of its collections and its position as an internationally respected museum. It continues to strive to provide the community of Otago with a comprehensive range of high quality opportunities for a variety of audiences provided through an efficient use of public resources.

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CONTENTS

Statement of Purpose

Chairperson’s Foreword 2

Chief Executive’s Review of the Year 4

The Year in Review 6

Collections and Research 6

Exhibitions and Building Services 7

Programmes 9

Development and Planning 12

Finance and Support Services 13

Executive Office 14

Appendices

�. Otago Museum Trust Board and Committees 16

�. Otago Museum Staff 17

�. Mäori Advisory Committee 19

4. Honorary Curators 19

5. Acknowledgements 19

6. Association of Friends of the Otago Museum 21

7. Publications by Otago Museum Staff 22

8. Statement of Intent 24

9. Statement of Service Performance 30

�0. Financial Statements 35

4

CHAIRPERSON’S FOREWORDOnce more I proudly record a most successful year for the Otago Museum. All divisions have contributed their particular skills and enterprise towards a fine year of service to the community, and I am very pleased to report a new record number of visitors, �50,000 – making us one of the most highly visited museums (per capita) in Australasia.

City Birds, a superb show developed in collaboration with the Otago Daily Times, was an exhibition highlight of the period. Featuring Stephen Jaquiery’s splendid photographs alongside innovative displays of Museum collections in engaging settings, the exhibition was so popular that it was extended for an additional five months. The show was accompanied by extensive community programmes including field trips, taxidermy demonstrations and enthralling talks. A record 80,000 visitors enjoyed the exhibition, showing clearly the public’s support for local natural history. Running concurrently with City Birds through the summer was a memorable kimono exhibition, Kimono – A Japanese Story, based on over �00 kimono and supporting items gifted by the people of Dunedin’s sister city, Otaru, to the people of Otago. A selection of these kimono were chosen to illustrate the Museum’s calendar for �006.

Several other top class exhibitions also featured in the period, including Photolightscapes, Rediscover China, Scarfies, Otago Wildlife Photography, ANZANG and the commendably and imaginatively displayed Layers of Inspiration – Creative Quilts.

The Tropical Habitat structure was significantly progressed – an exciting and innovative three level construction, built using a new kind of roofing material used here for the first time in New Zealand. We are now in the process of further fundraising to enable the fitout and we thank most sincerely the generous benefactors to date. A special thanks to The Community Trust of Otago for a further contribution of $�00,000 towards the project this year.

The Melanesia Gallery revitalisation is taking place as signalled in our Development Plan and promises to provide a fresh presentation of some of the best of our Melanesian artefacts.

Discovery World has offered many exciting programmes and exhibitions; particularly noteworthy was the success of SciCards®, a series of science themed trading cards for ‘tweens’ – a new concept developed by our people. SciCards®

were presented to the Asia Pacific Science Centres conference, where they were most enthusiastically received. A further innovative science communication project developed in the period was Cosmix™, a series of comic books integrating scientific themes. Both these projects are highly innovative and demonstrate the commitment of our team to finding new ways to reach audiences with science.

Following a nationwide audit of collection management processes, the office of the Auditor General very highly commended us on our procedures. As noted by them, unlike many other museums, our storage facilities, systems and processes provide an excellent framework for best practice in all aspects of collection care. Notable additions to our collections in the period include the Otaru gifts, the McClymont mollusc collection, items from the University of Otago Anatomy collections, moa bones and other evidence of extinct bird life retrieved from

a major Museum excavation, local Mäori artefacts, many plant and insect specimens and a �50 year old Samurai sword.

The Otago Museum continues to support organisations throughout the region and was most pleased to join the opening celebrations of Alexandra’s Central Stories and of the Upper Waitaki Pioneer Museum and Gallery. The Museum provides a significant level of regional assistance even in the absence of the former Lottery Grants Board fund and the much needed Regional Museums Service. Initiatives to reinstate regional services in the period have foundered, due in no small part to a lack of understanding and support from Te Papa

Margaret Collins, Otago Museum Trust Board Chairperson.

“Fabulous learning place. Your city should be proud of this museum

. You are all lucky to be able to share it.“

5

National Services. This setback is distressing, but we shall continue efforts to gain Central Government funding of this service as well as government funding to support our care of national treasures.

Our thanks to our contributing local authorities, Central Otago District Council, Clutha District Council and Waitaki District Council, and especially to our most significant contributor the Dunedin City Council. By working closely together we have made good headway through some major issues. The Heads of Agreement negotiations with the contributing local authorities, establishing the path forward for the next ten years, are positive and ongoing.

The Museum hosted a successful Australia and New Zealand Science and Technology Exhibitors Network Conference in July, a three day opportunity to showcase Discovery World, the Museum and Otago. In August, we were immensely proud to attend the New Zealand Tourism Awards in Auckland, winning the Culture and Heritage Award for the third consecutive year – an achievement which places us in the Awards’ Hall of Fame. We were also named as the overall winner in the Visitor Attractions and Activities category – an outstanding achievement. This is the first time that any museum has won this category. The judges’ comment succinctly encapsulates why: “the Otago Museum facilities, galleries, collections, staff training and management processes all underpin the delivery of a world class experience.”

This year, we have farewelled three significant supporters of the Otago Museum: Rev Dr Warren Featherston, a Trust Board member for a sterling �6 years, during which time making a most worthy contribution as Chair of the Museum’s Project Control Group for the $�8 million redevelopment, Chair of the Staffing Committee and Chair of the Trust Board; Ross Liddell, Board Treasurer for �6 years, an enthusiastic and dedicated supporter of the Otago Museum, not only on financial matters; and Brian Patrick, our Collections and Research Manager for the past nine years, who left to become Director of Central Stories, the Alexandra Museum. We wish all three the very best for the future and hope they will continue their involvement with the Otago Museum in some way.

Welcome to Board member Robert Hannah and new Board Treasurer Mike Horne, who join a wise and supportive Board. As always our most sincere thanks to our visionary and devoted Chief Executive Shimrath Paul and his team of loyal, talented and extremely able people; together with our very many enthusiastic and capable volunteers and honorary curators they contribute so much to stimulate and give pleasure to our community.

Margaret Collins Chairperson, Otago Museum Trust Board

“I t

hink

the

mus

eum

is a

ver

y cl

ean,

tid

y an

d fr

iend

ly p

lace

. I a

lway

s en

joy

com

ing

and

I find

the

dis

play

s ve

ry in

tere

stin

g.”

Shimrath Paul, Annette Heward, Claire Casey, Warren Featherston and Margaret Collins at the 2005 New Zealand Tourism Awards.

6

CHIEF EXECUTIVE’S REVIEW OF THE YEAR�005-�006 has been a fantastically gratifying and rewarding year. Otago Museum’s status as a truly excellent museum has been affirmed and reaffirmed, and a number of exciting and innovative projects and exhibitions have taken place.

In October the Museum was nationally recognised at the New Zealand Tourism Awards as not only the best Culture and Heritage Tourism Attraction but also the best Visitor Activity and Attraction in New Zealand. As well as these awards, we received a Special Distinction Award. This level of success saw the Museum taking a place in the Tourism Awards ‘Hall of Fame’ – the pinnacle of achievement in this arena.

Perhaps even more exciting than the Tourism Awards success was the firm indication from our community, in the form of visitor numbers, that they value their Museum and visit it more than ever. For the first time, visitor numbers topped �50,000.

This year also saw the highest ever visitor numbers to a special exhibition, with 80,000 visitors to City Birds – A Dunedin Focus. This exhibition, in partnership with the Otago Daily Times, featured the birds we see in our own backyards and affirmed the community’s high level of interest in the world around them. Photographs by Stephen Jaquiery and mounted bird specimens from our excellent collection were displayed in themed areas from city parks and gardens to estuaries and wetlands. A comprehensive book, City Birds – A Dunedin Field Guide, complemented the exhibition and is now in its second print.

Another popular and engaging exhibition in the period was Kimono – A Japanese Story, showcasing a major gift of kimono given to the Otago Museum for the people of Dunedin from our sister city in Japan, Otaru. The opening weekend was full of excitement and drew huge numbers, as a delegation from Otaru joined the local community to celebrate Japanese culture and the sister city relationship. Festivities included demonstrations to huge audiences from Japanese masters of martial arts, dance and kimono dressing.

Innovation has seen the Museum’s focus extend beyond the Museum building this year through several different kinds of outreach. Travellers through the Dunedin International Airport are now greeted with an object rich Otago Museum exhibition space that tells the story of the airport alongside natural and human history stories of the airport area, as well as giving a taste of the Museum’s current special exhibitions. Discovery World science outreach has been an exciting development – science trading cards for 8-�� years olds (‘tweens’) have been designed and distributed nationwide. With a web interface maximising their interactivity, SciCards® have been enthusiastically received by their young audience. A further innovative project, Cosmix™ began in this period with the first of three comics on science themes for teenagers, building on the success of SciCards®.

In the absence of centralised national support for smaller museums, outreach within the Otago region has also been a focus. The first of what will be an ongoing series of training and networking sessions for regional museum staff and volunteers has been held at the Museum this year – we remain hopeful that resourcing from Central Government will ultimately help us to support Otago’s regional museums even more effectively.

“This is a splendid museum

–well planned, m

odern, airy, light, very interesting and items beautifully displayed. The staff w

ere amazingly helpful and friendly.”

7

The Museum’s �5 year Development Plan has been implemented in the period with the progression of the Tropical Habitat structure. Going forward, we are excited about opening the Habitat in �007, bringing the opportunity to experience a tropical rainforest and live butterflies to the Otago community. Te Matapihi, the planned cultural resource centre in partnership with Kai Tähu, has remained a focus for development this year. The revitalisation of our Melanesia Gallery is well underway and will see some of the best of our significant Melanesian collection displayed in fresh and improved ways, from both the design and collection care perspectives.

Looking back on such a satisfying year, sincere appreciation must go to the Museum’s talented and committed staff, who truly are what enables the Museum’s continued success. However, the Museum team is wider than the employed staff, and thanks must also go to our Honorary Curators and the many volunteers who work in various capacities to support the Otago Museum, along with those individuals and organisations on the community who partner with us to ‘make things happen’.

The Otago Museum Trust Board have continued to provide wise governance as well as support, advice and advocacy. My warm appreciation is due to them all. Special mention must go to Margaret Collins, Chairperson; Malcolm Farry, Deputy Chairperson; to retiring past Chairperson and Board member, Rev Dr Warren Featherston; and retiring Treasurer Ross Liddell.

Looking forward to the year ahead, I feel a sense of excited anticipation. �006-�007 will see the development and implementation of a new strategic plan, and I have no doubt that the Otago Museum team of staff, Board, volunteers and stakeholders can build on our success to date, bringing our communities in Otago and beyond more excellent and innovative Otago Museum experiences.

Shimrath Paul Chief Executive

“Unb

elie

vabl

e! It

’s a

mus

t!”

Otago Museum Chief Executive Shimrath Paul and Dunedin International Airport Chief Executive John McCall at the signing of a Memorandum of Understanding between the Museum and Airport.

8

THE YEAR IN REVIEWCOLLECTIONS AND RESEARCH

This year’s success of the exhibition City Birds – A Dunedin Focus underlined the importance of the Museum’s natural history collections. In terms of size, coverage and growth these natural history collections represent the larger proportion of the Museum’s total collection and in many areas are internationally important. Over 4,000 natural history specimens were added to the collections in the period. The City Birds exhibition was supported with City Birds – A Dunedin Field Guide, written by the Museum’s natural history curators and featuring the photographs of Stephen Jaquiery.

A large and generous gift of over �00 kimono and associated garments from Dunedin’s Sister City of Otaru, Japan was received and showcased in our exhibition Kimono – A Japanese Story. These collection items have now been recorded in our database and appropriately stored, adding to an already nationally important textile collection. Due to the future proofing of the storage areas during the Museum’s Redevelopment, these �00 new items were able to be easily accommodated. We anticipate over time being able to share these beautiful items with other communities in New Zealand, through loans to their museums.

The Museum’s systems for administering the collections were scrutinised by Office of the Auditor General during the year as part of a nationwide review of processes and resources for Collection Management. The Otago Museum received an excellent report reflecting the importance the Museum places in this area and the resources put to maintaining, sharing and growing the collection.

The year has been a busy one for research with increasing numbers of both enquiries and research visits to the collections. Objects from the Museum’s collection continue to be loaned for both research and exhibitions. Field work has been a highlight with successful and fruitful expeditions to a site rich in extinct bird bones and other material near Tumai.

“A beautiful Museum

.”

Marketing and Development Coordinator, Annette Heward with one of the splendid kimono gifted by the people of Otaru to the Otago Museum.

9

Highlights for the year have included:

• Updating the Museum’s moa displays to reflect new information about moa taxonomy – now highlighting the most extreme case of sexual dimorphism in the world in a bird species

• Exhibiting lace and shells from the Museum’s collection in the Staircases

• Over 8,650 natural history specimens added to the dry collections and �80 added to the wet collections

• Completion of the conservation assessment of the Melanesia Gallery artefacts and determination of the collections to be re-displayed and their stories

• Significantly progressed the concept document for the proposed Kai Tähu Cultural Centre, Te Matapihi

• Completion of the physical structure for the Tropical Habitat and detailed planning commenced for the fitout.

• Successful participation in the University’s Hands-On-Science programme by offering daily activities for students

• Completing research for further geological displays in Southern Land, Southern People

• Completion of a manuscript and illustration for a comprehensive book on New Zealand ants to be published by the University of Otago Press

EXHIBITIONS AND BUILDING SERVICES

The stunning City Birds – A Dunedin Focus exhibition was the highlight of the year. The exhibition’s design, as well as innovative incorporation of interactive activities, complemented the content, creating a visitor experience that will be remembered by Otago people and visitors for years to come.

Other exhibitions highlights have included Kimono – A Japanese Story and Layers of Inspiration – Creative Quilts, a novel exhibition of quilts inspired by Otago Museum galleries. Contemporary quilts were shown alongside items from Museum collections, promoting excellent feedback from visitors.

Maintaining all public spaces to a high standard of presentation and cleanliness, together with overseeing Health and Safety and ensuring the security of the Museum, has been the ongoing focus of the Building Services Team.


• Scarfies – Otago Student Culture – an exhibition blending humour, politics, freezing flats and scholarship, illuminating the icons of the unique student lifestyle

“Thi

s is

a g

reat

mus

eum

. Our

tw

o ch

ildre

n re

ally

love

d it

here

. Wel

l don

e.”

Curator – Natural and Interactive Sciences, Sue Michelsen-Heath reflects on two moa lower leg bones of the South Island giant moa (Dinornis robustus) recovered from a highway construction site.

�0

• Otago Wildlife Photography Exhibition – the winners of the �005 Otago Wildlife Photography Competition on display

• Numerous small exhibitions and exhibits including Shoji Hamada – Master Potter, A Taste for Lace and Shell Showcase in the stairwell cases, Alexander the Great in the Atrium case, Magpies, Paua, Islamic Ceramics and Armour in the foyer case and Ghana Gold Weights, Minerals and the Archaeology of Benhar in the Search Centre

• Space – A Galaxy of Adventure – a highly interactive and entertaining exhibition exploring the science of space

• Physics Posters – an exhibition of entries from a one-off poster competition celebrating the International Year of Physics

• Cook’s Odyssey – Lithographs and Etchings by Marian Maguire – Ancient Greece met indigenous New Zealand in a collection of lithographs and etchings from Christchurch-based artisan and printmaker, Marian Maguire

• School Life in Otaru: School Life in Dunedin – an exhibition of photographs of and by ��-�� year old students from Dunedin and Otaru, Japan

• Two Small Places on Opposite Coasts – a photographic recollection of �960s Japan

• Contemporary Japanese Clay Work – an exhibition showcasing the work of Japanese ceramic artists

• Rediscover China – a photographic journey through the proud histories and the modern spirit of China

• ANZANG Nature and Landscape Photographer of the Year – a breathtaking array of photographs from an international competition

• New exhibits debuting in Discovery World including Magnetic Crane, Retroflectors, Bubble Window, Tactile Tunnel, Pi, Bird Song, Water Cycle, Nasa TV and Optical Illusions

“Absolutely marvellous! Best I have ever seen.”

Gary Speer shows his photograph of bull kelp which won overall honours in the Otago Wildlife Photography Competition 2005.

��

PROGRAMMES

The Programmes Team continues to create and deliver innovative and high quality programmes and events designed to extend and enrich the experience of visitors to the Otago Museum.

A wide range of community programmes have been offered to complement exhibitions and gallery displays, including such varied opportunities as a taxidermy demonstration, samurai sword performances, field trips to bird watching sites, workshops on planting for birds and drawing birds, a Japanese tea ceremony and kimono dressing demonstrations, along with traditional Indonesian dance performances and French cooking demonstrations.

In March a new approach to the Museum’s annual Public Forum was trialled. Input from the community into the Museum’s exhibition and programmes was sought through an on-line survey. It was gratifying once again to receive positive and supportive feedback from the community.

Delivering high quality, effective learning experiences based around the Museum’s amazing collections, gallery displays and exhibitions continues to be the focus of the Education Team. Programmes developed around the themes Natural New Zealand, Tangata Whenua, Cultural Celebrations and Phenomenal Science, along with Starlab, Sleepover and Discovery World experiences at the Museum, were delivered to �6,�64 Otago and Southland school students with accompanying adults. Almost ��,000 of those students participated in the Museum’s successful Learning Experiences Outside the Classroom (LEOTC) programmes. Feedback from teachers and students remains overwhelmingly positive for these unique educational experiences.

The Search Centre has continued to offer stimulating programmes to visitors including weekend programmes on Ema (Japanese prayer/wish plaques), Japanese Tea Ceremonies, Daruma (Japanese wish dolls), Te Manu Tukutuku (the Mäori Kite),

Visitors enjoying the special events surrounding the Japan Festival.

“‘So

met

hing

Spe

cial

’ thr

ough

out!

! Bea

utifu

l.”

��

The Whale Tale and Mäori Weaving. Adult education programmes centering on Native Frogs of New Zealand and Benhar, complete with fieldtrips, and regular case displays featuring such rare and varied collection items as Victorian ice-cream making equipment, stone tools, the Bateleur eagle and Asian religious icons, have contributed to the vibrancy and popularity of the Search Centre. The first in a series of ‘Explorer Backpacks’ was developed this year, designed to guide young visitors on an investigative journey through the Museum. Packed full of discovery tools and information, these backpacks have proved highly popular and a second series is planned in the coming year.

Gallery Communicators have provided a range of interpretive experiences including engaging gallery floor talks and daily tours centered around the galleries, exhibitions and collections. A series of Interactive Trolley displays and presentations including the themes Feel a Fossil, Molluscs, Kimono, Bird Nests and Quilts have also been developed to extend the visitor experience. A number of weekend gala events were organised and held during the year including Animal Attic Birthday, Creepy Critters Day, Albatross Day and Endangered and Extinct Animals Day. The varied activities have attracted a wide range of participants.

Discovery World has been enhanced with the delivery of a range of exciting and entertaining science shows and demonstrations delivered to extend its science themes. Discovery Club, an after school science club for 8 – �� year olds has continued to prove highly successful, with members participating in two modules, covering such themes as Chemistry of an Explosion, The Science of a Storm and Discovering the Moon.

Following on from the highly successful national project SciCards®, the Museum was once again successful in attracting funding for a new science and technology project, Cosmix™. The innovative Cosmix™ project involves the development and printing of a series of three attractive, quality comic books of high appeal to teenagers, containing stories with science content. 50,000 copies of Cosmix™, issue one, were distributed free to teenagers throughout New Zealand to promote the understanding and value of science and technology in everyday life.


• A series of �0 stimulating and informative talks were held at the Otago Museum on topical issues. These included Gods, Ghosts and Spirits in Chinese Cosmology, The Origin and the Future of the Universe, What Lurks Beneath The Waves of Foveaux Strait, Otago’s Endangered Skinks and NASA and the International Space Station

“Wonderful M

useum, clean, bright, great exhibits. Particularly enjoying the visiting photography exhibit.”

SciCards® designer Serge Ratten helps Nicholas Kirk (6) design his own card at the Otago Museum.

��

• Free live musical performances provided every Friday and Saturday lunchtime

• Organisation and hosting of a wide range of programmes to complement the Japanese Festival including a Samurai sword performance, martial arts demonstrations, kimono dressing demonstrations, Japanese dancers, bonsai demonstrations, the Big Origami Show and demonstrations by a master origami artist, Japanese language and calligraphy workshops, a Naginata weaponry demonstration and a Japanese Film Festival

• Development and hosting an extensive range of programmes, workshops and demonstrations to complement the very popular City Birds – A Dunedin Focus exhibition

• A highly successful Indonesian Cultural Week including gamelan instrument and traditional dance workshops, culminating in a Cultural Night concert performance

• Presenting the NHNZ Film Season comprising monthly screenings of documentaries

• Storytelling performances in the galleries with renowned storytellers, particularly enchanting our younger visitors

• Organisation of a range of exciting programmes and activities to complement the Space exhibition including two live performances of the science show Flash, Bang, Wallop!, two sundial workshops, a space costume competition and workshops making rockets from “space junk”

• Arranging two highly popular puppet shows with puppeteer Aahmes Quince

• Celebrating French culture during a special week, including a demonstration of French Cooking and screening of seven award-winning French films

• Successful hosting of the Aurora Otago Science and Technology Fair for students, organised in conjunction with the Otago Science Teachers Association

“I t

houg

ht t

he S

peci

al E

xhib

ition

of p

hoto

grap

hy w

as s

uper

b. W

hat

an e

xcel

lent

idea

to

orga

nise

it a

s an

ope

n co

mpe

titio

n. W

hat

a w

ealth

of t

alen

t.”

Dunedin taxidermist Max Wilson demonstrates how to stuff a pükeko at the City Birds exhibition.

�4

• Administering the highly successful �005 Otago Wildlife Photography Competition attracting a record 798 entries

• Presenting Santa in the Attic, complete with a range of Christmas activities including The Great Christmas Caper trail

• Three sets of successful Discoveries hands-on holiday programmes developed and delivered at Otago Museum and two additional sets of programmes delivered in co-operation with the regional museums at Balclutha, Alexandra and Oamaru

• Development and presentation of a series of stimulating Interactive Trolley displays with presentations and activities, including Feel a Fossil, Molluscs, Dressing in Kimono, Moa, Bird Nests and Quilts, designed to offer visitors hands-on experiences in the galleries

DEVELOPMENT AND PLANNING

This year has been characterised by variety, with a focus on finding innovative ways for our marketing efforts to attract the community to the Museum. The breadth of exhibitions and projects needing promotion and media coverage has meant that there has been scope for trying new initiatives to good success.

It has been pleasing this year to introduce a new networking initiative for the smaller museums in Otago, a bi-annual commitment, which we hope will help the staff and volunteers of these institutions with the valuable work they undertake for their local communities.


• Successful marketing of the City Birds exhibition to attract over 80,000 visitors and achieve excellent media profile

• Excellent nationwide media profile gained for the Cosmix™ project

• Generating and facilitating significant media coverage for Museum issues and operations

• Management of the implementation of the Museum’s Strategic Plan, ensuring involvement of all staff in this process. Preparatory work for a new Strategic Plan

• Administration of the membership programme with the Association of Friends of the Otago Museum

• Production of a �006 Wall Calendar to complement Kimono – A Japanese Story

• Fulfilling Annual Plan requirements for contributing Local Authorities

• Continuing successful fundraising and sponsorship negotiation for a variety of Museum projects including Kimono – A Japanese Story, Otago Wildlife Photography Competition, SciCity™, Baoshan International Folk Festival Exhibition and the Tropical Habitat

• Upgrading the Museum’s IT network, including the installation of two new servers

• Managing the volunteer programme and providing work experience opportunities for a wide variety of people

• Marketing and managing the use of Museum facilities by a large number of organisations, local and national, for a variety of functions, generating income for use on other Museum projects

• Refurbishing the Hutton Theatre

“Keep up the great work.”

Programmes Manager, Helen Horner holds some of the Museum’s colourful SciCards®.

�5

FINANCE AND SUPPORT SERVICES

The further integration and development of management and financial information systems has enabled increased efficiency in the Finance and Support Services area during this year. Improvements in the management and dissemination of information, in terms of its accuracy, timeliness and scope have been made, giving those who manage the day-to-day administrative operations of the Museum straightforward access to data as and when required.

The re-focused Museum Shop achieved a record year, with excellent results in terms of turnover and contribution to the Museum’s funding. Contributing to this success in particular was the excellent book City Birds – A Dunedin Field Guide and the record Museum visitor numbers. In addition significant emphasis was placed on reviewing the Shop’s focus and enhancing the shopping experience through improved stock, layout and displays.


• Streamlining of the Museum’s accounting system for greater efficiency and accuracy

• Development of a comprehensive human resources management and reporting system

• Further development of the Tourism and Facilities business measurement systems

• Launching the Otago Museum Online Shop as part of the Museum’s website

• Creating an attractive range of Otago Museum merchandise

“Bea

utifu

lly d

esig

ned

exhi

bitio

ns, e

spec

ially

bird

s.”

Science Communicator Amos Mann prepares to release a seriously large wave of science related comics.

�6

EXECUTIVE OFFICE

The Executive Office has continued its core role of liaising with stakeholders and managing Museum operations in the period, ensuring that all Museum Divisions are well focussed and working productively and that stakeholders, from the Board to the community, have every opportunity to contribute effectively and are well informed about Museum operations. Liaison with the Contributing Local Authorities, always a central focus, has been particularly key in this period with negotiations commenced and progressed towards a ten year Heads of Agreement.

Being active in our community is an important role for the Chief Executive and to this end leadership positions were held on the Otago Chamber of Commerce Board of Directors and Arana Hall Council.

In addition, the Chief Executive held a position on the Aviation, Travel and Tourism Training Council of ATTTO (Aviation, Travel and Tourism Training Organisation) and was the Chairperson of ASTC(NZ) the Association of Science and Technology Centres of New Zealand.


• Hosting a delegation from our sister city in Otaru and welcoming them to Dunedin, Otago Museum and the kimono exhibition festivities. Receiving with great pride the donation of kimono!

• Signing of a ten year Memorandum of Understanding with the University of Otago and with NHNZ

• An increased focus on strategic development with new higher level roles for the senior management team

• Negotiating the Museum’s annual budget with the Dunedin City Council, achieving positive results by ensuring the organisation raised and generated close to 50% of the remaining operational budget requirements of the Museum to achieve a pleasing end of year financial report

• A positive meeting with the Mayors and Chief Executives of the four Contributing Local Authorities to negotiate a ten year Heads of Agreement

• Oversight of current elements of the Museum’s �5 year Development Plan – including Tropical Habitat, Te Matapihi, and the Melanesia Gallery Revitalisation

“Excellent museum

, wish I had m

ore time here. Found videos very useful, especially ones of m

oa and limestone.”

University of Otago Vice-Chancellor David Skegg and Museum Chief Executive Shimrath Paul.

�7

Appendices

�. Otago Museum Trust Board and Committees 16

�. Otago Museum Staff 17

�. Mäori Advisory Committee 19

4. Honorary Curators 19

5. Acknowledgements 19

6. Association of Friends of the Otago Museum 21

7. Publications by Otago Museum Staff 22

8. Statement of Intent 24

9 Statement of Service Performance 30

�0. Financial Statements 35

�8

1 – OTAGO MUSEUM TRUST BOARDMEMBERS OF THE BOARD

Rev Dr Warren Featherston (Chairperson to January �006)Mrs Margaret Collins (Deputy Chairperson to January �006 and Chairperson from February �006)Mr William BrockieMr Sydney Brown Mr John Darby (to January �006)Dr Lloyd DavisMr Malcolm Farry (Deputy Chairperson from February �006)Prof Robert Hannah (from February �006)Mr Richard Skinner (from February �006)Mr Richard WallsMr Colin WeatherallDr Jim Williams

Mr Ross Liddell, Deloitte (Treasurer to June �006)Mr Mike Horne, Deloitte (Treasurer from June �006)Mr Ken Dempster, Deloitte (Deputy Treasurer)Mr Shimrath Paul (Secretary)

MEMBERS OF THE BOARD EXECUTIVE

Mrs Margaret CollinsDr Lloyd Davis Mr Malcolm Farry Mr Richard WallsRev Dr Warren Featherston (to January �006)Prof Robert Hannah (from February �006)

MEMBERS OF THE STAFFING COMMITTEE

Rev Dr Warren Featherston - Chairperson (to January �006)Mrs Margaret Collins – Chairperson (from February �006)Mr Sydney BrownProf Robert Hannah (from February �006)

MEMBERS OF THE DEVELOPMENT PLAN COMMITTEE

Rev Dr Warren Featherston (to January �006)Mrs Margaret Collins (from February �006)Mr Malcolm FarryMr John Darby (to January �006)Prof Robert Hannah (from February �006)

MEMBERS OF THE INVESTMENT COMMITTEE

Mr William BrockieMrs Margaret CollinsMr Shimrath PaulMr Ross Liddell (Advisor to June �006)Mr Mike Horne (Advisor from June �006)

“The Animal Attic is w

onderful and a lovely place for young children/toddlers to visit.”

Otago Daily Times Illustrations Editor Stephen Jaquiery and Ilka Söhle Museum Curator – Natural Sciences admire one of the birds from the City Birds exhibition.

�9

2 – OTAGO MUSEUM STAFF (including fixed term and project staff)

Dimitri Anson, PhD Curator – Humanities

Helen Armstrong, MSc Registrar – Live Exhibits/Exhibitions Assistant

Brenda Barron Building Services Officer

Rebecca Bennett, BDes Community Programmes Officer

Andrea Benwell, BEd, Dip Tchg Programmes Officer/Sleepover Presenter

Abigail Blair, BSc Registrar – Natural Sciences

Andrea Blank Shop Assistant/Communicator/Hospitality Assistant

Annabelle Boelema, BA (Hons) Marketing Officer

Emma Burns, BSc Communicator/Community Programmes Officer

Hayley Burtt Hospitality Assistant

Claire Casey, BCom Corporate Services Coordinator

Nancy de Castro, BA Communicator

Nina Cattermole Archivist

Andrew Charlton, BSc Systems Administrator

Kim Cousins Communicator

Jane Craigie, BA Shop Coordinator

Heidi Cripps, BA Communicator

Catherine Dale, MA (Hons) Communicator

Charlotte Dawson Hospitality Assistant

Erin Day Shop Assistant

Casey Dillon, MInSt Shop Assistant

Petrina Dodd Hospitality Facilitator

Celine Dufour Communicator

Tegan Dunn Communicator

Amadeo Enriquez, BSc Science Communicator

Anna Ensor, BCom, BTour Tourism and Facilities Officer

Jennifer Evans, MA, PGDip Exhibitions and Building Services Manager

Sherilyn Evans Hospitality Assistant

Rachael Fabish, MA Communicator

Chris Farry, BCom Finance and Support Services Manager

Teresa Fogarty, BA Communicator

Cody Fraser, BSc, PGDip Registrar – Natural Sciences

Will Fraser Sleepover Presenter

Rachel Fuller, BA Communicator

Aimee Furness Sleepover Presenter/Party Presenter

Eva Garbutt Project Conservation Officer

Leo Germoni Education Administration Assistant

Garry Gibson Exhibitions Officer

Doug Gill Exhibitions Fabrication Coordinator

Annette Heward, MSc Marketing and Development Coordinator/Corporate Services Coordinator

Helen Horner, Higher Dip Tchg Director – Programmes

Jamie Hoyle Communicator

Rosemary Jackson-Hunter, BA Project Officer – Membership Development

Noel Jinkhu, BSc, PGDip Data Entry Operator

Zibi John Systems Administrator

Rebecca Jordan, BEd, PGDip Education Officer

Nathan Keen, BSc, DipSci Exhibitions Assistant

Scott Kerr, BSc Living Environments Coordinator

Kiri Knox, BEd Education Officer

Marie Knox Shop Assistant

Laurence le Ber, BA, BSc Conservation Officer

Antje Lübcke, BA (Hons) Communicator

Matt McCambridge, BSc, Dip Grad Exhibitions Officer

“Qui

te o

verw

helm

ing,

wou

ld n

eed

all d

ay t

o do

it ju

stic

e! M

any

than

ks!”

�0

Maari McCluskey, BA Communicator

Rebecca McDowell, BA, BTour Tourism and Facilities Officer

John McGann, BA, PGDip Exhibitions Officer

Murray McGuigan MA, DPH Building Services and Security Officer

Brigitte McKinley Sleepover Presenter/Party Presenter

Katrina McLennan Exhibitions Assistant

Rebecca McMaster, BA (Hons) Exhibitions Officer

Amber Mann, BA (Hons) Communicator

Amos Mann Science Communicator

Michelle Michael, BCapSc Exhibitions Assistant

Sue Michelsen-Heath, MSc Curator – Interactive and Natural Sciences

Richard Morcom, BS, BA Exhibitions Officer

Ana Mules, BSc Kaikokiri Kaupapa Mäori

Edward Norman Hospitality Assistant

Joel Oldridge, BSc Communicator

Patricia Ortiz Communicator

Brian Patrick Collections and Research Manager

Shimrath Paul, BSc (Hons), AAT, MBA

Chief Executive

Leah Porter Sleepover and Programmes Presenter/Party Presenter

Sankalpa Prasad Hospitality Assistant

Amanda Price, BA Communicator

Bradley Rawstorn Hospitality Assistant

Scott Reeves, BA Registrar – Humanities

Julia Robertson, BEd Senior Education Officer

Lauren Roney Sleepover Presenter/Party Presenter

Eleanor Ross, MA Personal Assistant

Elizabeth Schibig-Edgar, BA Market Research Assistant

Lana Searle, BA (Hons) Communicator

Mark Sharma, BA, PGDip Exhibitions Officer

Nicola Smallwood Hospitality Assistant

Julian Smith, MA Communicator

Karen Soh, BA (Hons), PGDip Community Programmes Officer

Ilka Söhle, PGDip, MSc Curator – Natural Sciences

Jing Song Shop Assistant

Kate Stevens, BA, BCom LEOTC Education Assistant

Tara Taylor-Jorgensen, BEd, BA, BCom, PGDip

Education Officer/Education Administration Assistant

Kathryn Tulloch Hospitality Assistant

Chloe Turner, BSc Data Entry Operator

Sarah Urbanak, BFA (Hons) Marketing Officer

Justin Van de Water Data Entry Operator

Ian Wards, BA (Hons), PGDip Communicator

Marilyn Washington Building Services Officer

Duncan West, BFA Communicator

Moira White, MA (Hons) Curator – Humanities

Erin Williams, BA Communicator

Clare Wilson, BCom, BA, PGDip Director – Development and Planning

Mikaela Wilson Communicator

Valerie Wilson Data Entry Operator

Jamie Wood, BSc (Hons) Communicator

Adrian Wong Hospitality Assistant

Emily Wragg Hospitality Assistant

“Overall, a w

onderful experience. I particularly enjoyed the kimono exhibition.”

��

3 – MEMBERS OF THE MAORI ADVISORY COMMITTEEMatapura Ellison – Chairperson

Netta Mackintosh

Koa Whitau-Kean

Tatane Wesley

Rangi McGlinchey

Jim Williams

John Broughton

Paulette Tamati-Elliffe

4 – HONORARY CURATORSJim Bootten Maritime

Melville Carr, MSc, PhD, DIC, FNZIC Philately

Brian Connor, O.St.J., ANZMSI, ANSIST Medals

Warwick Don, MSc Entomology

Robert Hannah, BA, MPhil Classics

Anthony Harris, MSc (Hons) Entomology

Jane Malthus, BHSc, MSc, PhD Clothing and Textiles

Tony Reay, PhD Geology

Peter Schweigman Ornithology

5 – ACKNOWLEDGEMENTSVolunteers

Nurul Abdul Lisa Depree Erin Li Sheldon Teare

Christiano Aguzzoli Darrin Drumm Anna Ling Cameron Teoh

Jennifer Anderson Jayne Earwaker Seow Yee Ling Stuart Thorneycroft

Mirian Arellenes John Eccles Lucy Liu Yan Trinh

Hayden Autridge Cari Enzio Shapelle McKenzie Susie Underdown

Lauren Bishop Ronald Ferris Erin Matthews Jason Wang

Marni Boynton Sibby Foster Paul Messersmith Don Warrington

Aimee Burns Sam Fraser Rosie Nichol Fuyao Wei

Christine Cheong Winnie Guan Eduardo Perez Nicky Welsh

Kelvin Chi Janelle Hazledene Rosemarie Petermann Nathan Whitmore

Glen Clark Jillian Hetherington Kevin Prendergast Jonathan Wicken

Nicky Copeland Kathryn Hurren Miriam Quintero Amelia Xu

Jillian Crabbe Noel Jhinku Andrea Roberts Yilin Yang

Kathryn Davey Cathy Jiang Lucy Sediva June Zhao

Nikki De Rooy Lisa Kerkach Susan Sparrow Donors to the Natural Sciences Collection

University of Otago Anatomy Department Ray Richards

Debra Gauntlett Alan and Gwynneth Gibb

P.M. Patterson Jamie McBride

Department of Conservation, Stewart Island Nelson Provincial Museum

Dian Squires A.J. Hanson

Shirley Jones Bruce Stratton

Yolanda van Heezik John Eccles

John Dennison

We also thank the many individuals who donated natural history specimens.

“A w

onde

rful

col

lect

ion

and

wel

l set

out

exh

ibits

. Th

orou

ghly

enj

oyed

the

vis

it.”

��

Donors to the Humanities Collection

The City of Otaru Nancy Crawford Joanna Mundie Rosemarie Smith

Jill Armstrong Graeme Free Miranda Munsell Penelope Ulrich

Sue Ballantyne Yvonne Harbour Celia Reid Denise Walsh

Jane Barker-Eames Stella Lange James Reid Elaine Webster

Lesley Beaven Mel Littlejohn Janet Richardson Carloyn Williamson

Helen Bissland Alice Lloyd-Fitt Adrienne Rodgers Daphne Wright

Frances Borrie Jane Malthus Mervyn Rodgers Rose Young

Jody Clarke R.O. Matches Marshall Seifert Ethel Williams Estate

Julanne Clark-Morris Annette McCaw Helen Shanks

Roger Collins Doreen McKay Mark Sharma

Brian Connor Jean Morrow Joy Smith

Sponsors of Exhibitions and Programmes and Grants Received

Aalto Colour NHNZ

Alexander McMillan Trust New Zealand Lottery Grants Board

Asia: New Zealand Museums Award Nikon

Aurora Energy Otago Daily Times

Deloitte Otago Polytechnic

Dr Marjorie Barclay Trust Perpetual Trust

Dunedin City Council Royal Society of New Zealand – Science and Technology Promotion Fund

DZYNZ / Generator Web The Community Trust of Otago

IBM New Zealand Trustees Executors

Jonathan’s Camera & Video

“An excellent Museum

. The bird exhibition was really w

ell laid out, as was the Kim

ono exhibition.”

Curator - Humanities Dimitri Anson displays some of the Benhar artefacts found on excavations.

��

6 – ASSOCIATION OF FRIENDS OF THE OTAGO MUSEUMThe last year may well have been a decisive point in the history of the Association of Friends of the Otago Museum, now in its 80th year. The level of activity of the Otago Museum itself with successful promotion through a variety of initiatives has been impressive. Plans by the Museum to set up other categories of membership have challenged the Association to redefine its role in a changing world.

Historically, the Friends was formed as an identifiable support group of, mostly, mature citizens who valued the Museum and who arranged meetings, excursions, and other activities relevant to the cultural, historical, and scientific aspects of the role of the Museum. New membership structures proposed by the Otago Museum constitute an opportunity to the Association of Friends to provide something that retains the loyalty of its current supporters and also complements the Museum’s plans to set up a membership programme with wider appeal. As the Association of Friends moves forward, full consultation with its members and open and honest discussion with the Museum team will see us seeking to meet these exciting challenges.

Friends event highlights in the period have included the annual combined dinner with members of the Otago Institute. In the same month there was a wine and cheese evening for Friends members and Museum staff. The combined dinner with the Otago Classical Association in July was also the occasion for a talk by Professor Terence Dennis, of the Music Department, on classical themes in music. There were two lunchtime talks held with members of the Museum staff on their research topics, given by Dimitri Anson and Moira White.

I would like to express my thanks to all Council members for their loyal support through the year; Peter Holland (Vice-President), Margery Blackman, Bill Brockie, Margaret Cameron, Lin Phelan, Richard Skinner and Gordon Turner, also to John Darby until his departure early in �006. The Chief Executive, Mr Shimrath Paul, and Museum staff are also thanked for their contributions to discussions, both formally and informally.

Ted Nye President

“It’

s a

won

derf

ul m

useu

m –

tha

nk y

ou fo

r al

l tha

t yo

u do

to

pres

ent

the

livin

g cu

lture

of t

he S

outh

Pac

ific

and

thes

e tw

o be

autif

ul is

land

s of

NZ.

“

Communicator Duncan West delights children with face painting during the Japanese Festival opening weekend.

�4

7 – PUBLICATIONS BY OTAGO MUSEUM STAFFRefereed Journals and Books

Hannah, R. �006 ‘The Unconquered Sun’, in Tom Barnes, Paul Callaghan, Hamish Campbell, Lesley Hall, Richard Hall, Robert Hannah, John Stenhouse, Matt Visser, The Elegant Universe of Albert Einstein. Wellington, Awa Press: ��9-4�

Hannah, R. �005 Calendar Styles in Richardson’s Sir Charles Grandison. New Windows on a Woman’s World, volume �. Otago Studies in English, no. 9. C. Gibson and L. Marr eds. Dunedin, Department of English, University of Otago: 5�-6�

Patrick, B.H. �006 Our native muehlenbeckias, an insect haven. Open Space 66: �0-��

Patrick, B.H. �006 Use of artificial cover objects for detecting red katipo, Latrodectus katipo Powell (Araneae: Theridiidae). New Zealand Entomologist �9: 99-�0�

Rountree, J., Rountree, N.C., Robins, A. & Hannah R. �005 Observations of Student Competency in a CS� Course. in A. Young & D. Tolhurst (eds.) Proceedings of the Australasian Computing Education Conference 4�: �45-49

Wearing, C.H., Harris, A.C. �005 Evaluation of the predatory wasp, Ancistrocerus gazella, for biological control of leafrollers in Otago fruit crops. �. Wasp phenology and seasonal changes in prey composition. Biocontrol Science and Technology �5(�): �8�-�98

Other Publications

Don, W., Harris, R., Berry, J. & Gunawardana, D. �005 The ants of New Zealand. Invasive ant pest risk assessment project for Biosecurity New Zealand. Series of unpublished Landcare Research contract reports to Biosecurity New Zealand. BAH/�5/�004-� ttp://www.landcareresearch.co.nz/research/biosecurity/stowaways/Ants/ant_pest_risk.asp

Dickinson, K.J.M., Mark A.F. & Patrick B.H. �006 Conservation beyond boundaries – high noon for New Zealand’s rangelands? Conference poster at Society for Conservation Biology �0th Annual Meeting, San Jose, California

Hannah, R. �005 A sundial in Selçuk. New Zealand Association of Classical Teachers Bulletin ��: 6�-64

“A great attractive layout for all and especially children.”

�5

Harris, A.C. �005 Larvae of Dilophus nigrostigma (Walker) (Diptera:Bibionidae) damaging newly sown lawns. The Weta �0: ��-�4

Harris, A.C. �005 A novel method for opening closed burrows of Trapdoor spiders (Mygalomorphae: Idiopidae) by the spiderwasp Priocnemis (Trichocurgus) monachus (Smith) (Hymenoptera:Pompilidae). The Weta �0: �9-��

Harris, A.C. �006 Southward range extensions of Siphanta acuta (Hemiptera: Homoptera: Flatidae) and Iceria purchasi (Hemiptera: Homoptera: Margorodidae) to Dunedin and Mosgiel. The Weta ��: 40-4�

Harris, A.C. �006 A simple method for rearing larvae of the March flies Dilophus segnis and D. nigrostigma (Diptera: Bibionidae). The Weta ��: ��-��

Harris, A.C. 5� weekly (Monday) articles in the Otago Daily Times.

Harris, A.C. �006 Big insect sticks out. Ask A Scientist. Otago Daily Times �7 March �006

Harris, A.C. �006 Objects from crayfish. Ask A Scientist. Otago Daily Times �6 May �006

Otago Museum. �006. Cosmix. Issue �

Patrick, B.H. & H. �006 Spread of the long-tailed blue butterfly in New Zealand. The Weta ��: ��-�5

Patrick, B.H. �006 Caterpillars belong to tiger moth species. Ask a Scientist. Otago Daily Times � February �006

White, M. �005 Review: ‘Kimono: a Japanese Story’ in Context Issue 8: 49

White, M. �006 Review: ‘A Taste For Lace’ in Context Issue 9: �9

“Thi

s m

useu

m is

the

bes

t I’v

e be

en t

o so

far

with

goo

d w

orke

rs a

nd w

onde

rful

sub

ject

s.”

�6

8 – STATEMENT OF INTENT (ANNUAL PLAN 2006-2007)The Statement of Intent sets out objectives as at July each year. Performance against targets is measured in terms of timeliness, quality and cost. Strategies have been aligned to the achievement of the Museum’s mission. Throughout the period a focus will remain on the implementation of the Museum’s Strategic Plan and as such specific measures relating to the strategic objectives are noted, before identifying objectives for each of the Museum’s Divisions within the organisational structure.

8.1 STRATEGIC SUMMARY

8.1.1 Strategic Objective 1: To provide the best stewardship of the collections

Performance Measures:

• 90% (aim �00%) of artefacts and specimens are housed in conditions appropriate for their type and material to international standards

• Collections are kept safe through the use of effective security measures and internal systems and processes – no damage or theft occurs

8.1.2 Strategic Objective 2: To continually improve the customer experience


• 90% of visitors satisfied with their experience at Otago Museum as determined by market research measures – all general measures score 5 or above in quarterly satisfaction survey �0 point scale

8.1.3 Strategic Objective 3: To build a sense of community ownership and pride


• Welcome �50,000 visitors to the Museum

• Organise and host a Community Programmes Public Forum by March �007

• Identify a community group by March �007 and implement appropriate strategies for increasing their participation in Museum activities, including the ongoing development of community exhibitions

• Effectively administer membership programmes in conjunction with the Friends of the Museum, providing a programme of events which encourage increased participation

8.1.4 Strategic Objective 4: To maintain and strengthen relationships with Iwi


• Mäori Advisory Committee meets at least quarterly and actions issues raised – four meetings held per annum

• Progress and complete development of the Te Matapihi concept

8.1.5 Strategic Objective 5: To secure and expand the Museum’s funding resources


• Present budget and levies from contributing local authorities and seek additional funding as required by May �007

• Generate sponsorship and grant income which exceeds $50,000 in cash and kind

• Undertake fundraising required for Development Plan, averaging $500,000 per annum in cash and kind

“I’ve visited museum

s all over the world and this ranks am

ong the best.”

�7

• Manage the lease on the Café and the operation of the Shop and the Tourism and Facilities area in a positive manner which results in an increase in the contribution to Museum revenue by 5%

8.2 DIVISIONAL SUMMARY

8.2.1 Collections and Research

Nature and Scope:

This Division covers the areas of humanities, natural sciences, and conservation. Collections and Research staff are responsible for the care and development of the collections and for facilitating and undertaking research that will add to the knowledge of the Museum’s collections. This information is also used to generate exhibitions and community programmes.

Key Plans for 2006-2007:

Collections and Research staff will be focussed on implementing positive collection care strategies, undertaking a research programme to add value to collection data and to exhibitions and programmes, and contributing to the implementation of the Museum’s exhibition programme and Development Plan projects as appropriate.

Key Objectives for 2006-2007

8.�.�.� Develop the Museum’s collections and knowledge base


• Strategically add to the Museum’s collections by exploring opportunities for acquisition in line with the Collection Policy – not less than ten sought after items added to both natural science and humanities collections acquired at competitive market rates

• Actively seek external funding for research projects relating to Museum collections by submitting at least four well considered applications

• Add accurate entries into the collection management system to bring the total to �50,000 by June �007

8.�.�.� Share knowledge on Museum collections and themes


• Generate good internal exhibition concepts – one major exhibition, two stairwell exhibitions and three Search Centre case briefs

• Facilitate access to the collections – satisfy 80% of all requests for items and information

• Satisfy 90% of requests for identification of artefacts and specimens

• Publish not less than ten articles

8.2.2 Programmes

Nature and Scope:

This Division comprises all the staff who deal directly with Museum visitors in the day-to-day operation. This includes Education staff, Community Programmes Officers and Communicators working in the Galleries, Search Centre, Discovery World and at the Information Desk. The research, development and presentation of programmes and public events of a wide variety, and the handling of visitor enquiries concerning exhibition and Museum collections are the responsibility of this area.


This period will see a continued focus on developing and presenting a wide range of Learning Experiences Outside the Classroom for school students in our community. In addition the Programmes team will concentrate on adding value to the exhibition programme, Development Plan projects and to the general visitor experience.

“A g

reat

vis

it w

ith in

tere

stin

g ex

hibi

ts.

The

spec

ial e

xhib

its w

ere

won

derf

ul.”

�8

Key Objectives 2006-2007:

8.�.�.� Encourage community learning through programmes which support the Museum’s long term galleries and special exhibitions


• �0 community programmes related to travelling exhibitions, long-term exhibitions and community events organised

• �5 talks presented to the community

• �0 new gallery based presentations with supporting factsheets developed

• �0 new children’s activities developed

• Three new interactive trolley presentations developed

• Eight stimulating science based shows developed and presented in Discovery World

• Eight different engaging activities offered to complement Discovery World themes and exhibitions

• Four different weekend education programmes of high quality that attract visitors to the Search Centre developed and delivered

• Four interesting cases developed and displayed in the Museum foyer space to engage visitors

8.�.�.� Provide formal education programmes for school visitors


• �0,000 students participate in education programmes achieving satisfaction levels of at least 80% as determined through the evaluation programme undertaken with each teacher

• At least six new curriculum-based programmes developed for delivery to school groups

8.�.�.� Present a range of outreach programmes (external to the Museum facility)


• Present STARLAB planetarium programmes throughout Otago and Southland to �,000 people

• Develop and offer to present holiday programmes together with regional museums in Balclutha, Oamaru and Alexandra at least twice a year

• Arrange engaging talks to at least ten community groups

8.2.3 Exhibitions and Building Services

Nature and Scope:

This Division comprises design and fabrication staff, and is responsible for the way collection items and other material are exhibited in the Museum. Touring and temporary exhibitions are sourced or developed in consultation with other staff, and Galleries are maintained and refreshed. This team prepare any Otago Museum exhibitions which are to be toured to other venues and maintain all Museum public spaces. In addition the Division is responsible for building services - security, the fabric and plant of the Museum buildings, cleaning functions and occupational health and safety.


Presenting a high profile, attractive special exhibitions programme will be important in this period to encourage repeat visitation to the Museum. In addition, contributing to Development Plan projects will be a priority.

“Beautifully presented, very informative, culturally interesting. Thank you.”

�9

Key Objectives for 2006-2007:

8.�.�.� Source and install a full special exhibitions programme


• At least eight externally sourced exhibitions presented, potentially including Speed, an interactive science exhibition based around motor racing. Speed and additional exhibitions will be budgeted discretely and approved as appropriate

8.�.�.� Design and install internally-generated exhibitions


• Two appealingly designed exhibitions produced, including one that can tour to other venues

• Ten new exhibits created for Discovery World which encourage visitor interaction and learning

• Three staircase exhibitions installed which highlight the objects within

8.�.�.� Maintain exhibits and public spaces to an excellent standard


• All non-gallery spaces maintained to a high standard and a clean and comfortable environment is achieved throughout the year, as perceived by visitors and expressed through market research – ‘clean and comfortable’ scores five or above in quarterly satisfaction survey ten point scale

• Not more than three exhibits in Discovery World out of order at any one time

8.�.�.4 Administer an asset management and maintenance programme


• All asset maintenance requirements carried out in a timely manner and Building Warrant of Fitness attained

8.2.4 Development and Planning

Nature and Scope:

This Division is responsible for strategic planning, fundraising and sponsorship, marketing, promotion and public relations. It also manages the computer resources of the Museum, coordinates the Museum’s volunteers and administers the membership programme. The Tourism and Facilities revenue generation area falls within this area.


Keeping the Museum’s profile high through effective marketing campaigns will be important in this period. A strong focus will be identifying funding sources and securing contributions toward the Development Plan projects. A review of the Museum’s strategic direction will take place resulting in the development of the Strategic Plan for �006-�0��.

Key Objectives for 2006-2007:

8.�.4.� Conduct high profile marketing campaigns for exhibitions, programmes and activities


• Update and implement general Marketing Plan for Museum within budget

“Tha

nk y

ou fo

r a

fant

astic

alb

atro

ss d

ay! A

bsol

utel

y w

onde

rful

! ”

Education Officers Rebecca Jordan and Tara Taylor-Jorgensen assist children with hands-on activities.

�0

• Develop and implement marketing plans for each special exhibition within individual budgets

• Achieve at least 5� news items and �00 paid promotions by June �007

• Produce and distribute four issues of the Museum’s Newsletter

• Launch completed Development Plan projects on time and within budget

8.�.4.� Gain an understanding of community and visitor views through a comprehensive and strategically-focussed market research programme


• Complete the visitor satisfaction survey on a quarterly basis and report to Board and staff

• Undertake market research on at least four special exhibitions to gauge community response

8.�.4.� Attract additional income through strategic alliances, revenue generation and fundraising


• Make not less than �0 approaches for grants and sponsorships

• Implement the fundraising strategy for Development Plan projects, making not less than �5 approaches

• Review the marketing strategy for the Tourism and Facilities operation and refine, aiming to improve business results by 5%

8.2.5 Finance and Support Services

Nature and Scope:

This Division undertakes the main administrative functions for the organisation, operates the Museum Shop and oversees lease of the Museum Café.


Further improving the revenue generation potential of the Museum Shop will be considered in this period, addressing in particular merchandising and marketing strategies. Effective administration of management information systems will be imperative.


8.�.5.� Administer management information systems to efficiently provide effective data for decision making


• Accurate monthly income and expenditure reports produced on divisional activity

8.�.5.� Review the Museum Shop operation


• Review and update the strategy for development of the Museum Shop by March �007

8.2.6 Executive Office

Nature and Scope:

The Executive Office manages relationships with funding agencies, principally the four Contributing Local Authorities. The Chief Executive manages the overall functions of the Museum, matching internal operations with external opportunities, culminating in a high quality, engaging experience being provided for all visitors.

“I always really enjoy com

ing to the Museum

and think you do a very good job with all exhibitions”

��


Continuing measures to achieve market levels in the Museum pay rates, addressing key issues of recruitment, retention, and staff motivation is prioritised for this period.


8.�.6.� Develop policy, strategy and operational guideline documents to consolidate, confirm or establish governance, management and operational plans or processes


• Two policies, two strategies and eight sets of useful operational guidelines developed/reviewed

8.�.6.� Manage the implementation of the Development Plan


• Progress Development Plan as much as possible within resource constraints and subject to limitations of other factors including consultation with and involvement of external groups

8.�.6.� Commence an inclusive process for determining the Museum’s Strategic Plan �006-�0��


• Hold a planning session to which key Museum stakeholders are invited to participate by November �006

“Fan

tast

ic m

useu

m, t

he b

est

I hav

e se

en in

New

Zea

land

so

far.

”

Communicator Ian Wards sits on a student couch contemplating where the 1930s scarf and University of Otago blues blazer will be displayed in the Scarfies exhibition.

��

9 – STATEMENT OF SERVICE PERFORMANCEPERFORMANCE OUTPUT PERFORMANCE TARGET/

INDICATORStatus as at June 2006

STRATEGIC SUMMARY

Strategic Objective 1: To provide the best stewardship of the collections

House collections appropriately 90% (aim �00%) of artefacts are housed in conditions appropriate for their type and material to international standards

Achieved

Collections are kept safe through the use of effective security measures and internal systems and processes

No damage or theft occurs Achieved

Strategic Objective 2: To continually improve the customer experience

Ensure visitor satisfaction with Museum experience

90% of visitors satisfied with their experience at Otago Museum as determined by market research measures

Achieved: �00% of visitors rated all general categories in quarterly visitor satisfaction over 5/�0.

Strategic Objective 3: To build a sense of community ownership and pride

Welcome visitors to the Museum

�50,000 people visit the Museum by June �006

Achieved: �5�,000 visitors welcomed

Organise and host a Community Programmes Public Forum to gain community input into Museum exhibitions and programmes

By March �006 Achieved: Public Forum Survey posted online �� March-�� March �006 and promoted. Feedback collated, assessed and replies sent to participants

Implement appropriate strategies for increasing participation of a community group in Museum activities, including the ongoing development of community exhibitions

Select a community group by March �006 and commence planning

Achieved: Scarfies exhibition planned and installed

Effectively administer membership programmes in conjunction with the Friends of the Museum

Provide a programme of events which encourage increased participation

Achieved: Combined dinner with the Otago Institute, wine and cheese evening for Friends and Museum Staff, combined dinner with the Otago Classical Association, two lunchtime meetings with Museum staff discussing their research topics and a third meeting planned

Strategic Objective 4: To maintain and strengthen relationships with IwiMäori Advisory Committee meets at least quarterly and actions issues raised

Progress and complete development of the Te Matapihi – A Cultural Resource Centre concept by June �006

Achieved: Concept Document completed and four meetings held

Strategic Objective 5: To secure and expand the Museum’s funding resources

Present budget and levies from contributing local authorities and seek additional funding as required

By May �006 Achieved: Budget presented. Additional funding sought and secured

Generate sponsorship and grant income

To exceed $50,000 in cash and kind

Achieved: Over $�00,000 raised

Undertake fundraising required for Development Plan

Raise an average of $500,000 per annum in cash and kind

Partly achieved: Over $�80,000 raised

Manage the lease on the Café and the operation of the Shop and the Tourism & Facilities area in a positive manner

Increase in the contribution to Museum revenue by 5%

Achieved: Revenue increased by 47%

“Layers of Inspiration quilt exhibition extremely w

ell hung and associated display very good. Congratulations.”

��

PERFORMANCE OUTPUT PERFORMANCE TARGET/INDICATOR

Status as at June 2006

COLLECTIONS AND RESEARCH

Develop the Museum’s collections and knowledge base

Strategically add to the Museum’s collections by exploring opportunities for acquisition in line with the Collection Policy

Not less than ten sought after items added to both natural science and humanities collections acquired at competitive market rates

Achieved: �� collections added to both natural science and humanities collections from purchases, donations and field collection

Actively seek external funding for research projects relating to Museum collections

At least four well considered applications submitted

Achieved: Three applications submitted to the Department of Conservation and one to the University of Otago

Add accurate entries into the collection management system

Total of entries brought to �50,000 by June �006

Partly achieved: �47,�85 records in collection management system

Share knowledge on Museum collections and themes

Generate good internal exhibition concepts

One major exhibition, two stairwell exhibitions and three Search Centre case briefs developed by June �006

Achieved: Briefs developed for internal exhibitions on Kimono – A Japanese Story, Layers of Inspiration and Scarfies; stairwell exhibits on Hamada Pottery, Lace and Shells; and Search Centre case briefs for Ghana Gold Weights, Minerals and the Archaeology of Benhar

Facilitate access to the collections

Satisfy 80% of all requests for items and information

Achieved

Undertake identification of specimens and artefacts

90% of all requests for identification satisfied

Achieved

Publish articles Not less than �0 articles published

Achieved: �4 articles published

PROGRAMMES

Encourage community learning through programmes which support the Museum’s long term galleries and special exhibitions

Organise community programmes to support Museum exhibitions and community events

�0 community programmes related to travelling exhibitions, long-term exhibitions and community events organised by June �006

Achieved: 45 community programmes organised and delivered including workshops, demonstrations, field trips and performances

Organise talks �5 talks presented to the community by June �006

Achieved: �0 talks presented

Develop new gallery presentations with supporting factsheets

�0 new gallery based presentations with supporting factsheets developed by June �006

Achieved: �5 new gallery based presentations with supporting factsheets developed

Develop new children’s activities

�� new children’s activities developed by June �006

Achieved: 40 new children’s activities developed

Develop gallery-introduction programmes around the collection artefacts and displays in the galleries

Two gallery-introduction programmes developed around the collection artefacts and displays in the galleries by June �006

Achieved: Four gallery-introduction programmes for Tangata Whenua Gallery, Search Centre, Southern Land, Southern People and People of The World Gallery

Develop interactive trolley presentations to extend the visitor experience and information

Three new interactive trolley presentations developed by June �006

Achieved: Six new presentations developed

Develop and present stimulating science based shows in Discovery World

Eight stimulating science based shows developed and presented in Discovery World

Achieved: Nine new shows debuted in Discovery World

“Sca

rfies

Exh

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on e

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lent

, tha

nks

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t fo

r an

enj

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”

�4



Offer engaging activities to complement Discovery World themes and exhibitions

Eight different science based activities offered to complement Discovery World themes and exhibition

Achieved: �� new science based activities complement the Discovery World experience

Develop and deliver Discoveries holiday programmes

Four sets of Discoveries holiday programmes developed and delivered, one for each school holiday

Partly achieved: Three sets of Discoveries holiday programmes developed and delivered in school holidays

Develop and deliver weekend education programmes of high quality that attract visitors to the Search Centre

Four different weekend education programmes of high quality that attract visitors to the Search Centre developed and delivered by June �006

Achieved: Six programmes offered to visitors to the Search Centre in weekends

Provide formal education programmes for school visitors

Provide education programmes for school visitors

�0,000 students participate in Otago Museum education programmes by June �006, achieving satisfaction levels of at least 80% as determined through the evaluation programme undertaken with each teacher

Achieved: ��,607 students with 4,657 accompanying adults participate in education programmes. Student numbers include ��,949 participating in LEOTC programmes. �00% satisfaction achieved as rated in a 5 point scale

Develop new curriculum-based educational programmes for delivery

At least six new curriculum-based programmes developed for delivery by June �006

Achieved: Seven new curriculum-based programmes offered

Present a range of outreach programmes (external to the Museum facility)

STARLAB planetarium toured throughout Otago

Present STARLAB planetarium programmes throughout Otago to 4,000 people

Achieved: Starlab reaches 4,077 people in Otago

Develop and offer to present holiday programmes together with regional museums in Balclutha, Oamaru and Alexandra

At least twice a year Achieved: Programmes offered at regional museums during two holiday periods

Arrange engaging talks to community groups

Arrange engaging talks to at least �0 community groups by June �006

Partly achieved: Seven engaging talks arranged

EXHIBITIONS AND BUILDING SERVICES

Source and install a full special exhibitions programme

Present externally sourced exhibitions

At least ten externally sourced exhibitions presented

Achieved: Ten externally sourced exhibitions presented; ANZANG, Layers of Inspiration, Kimono – A Japanese Story, Space, Rediscover China, Cook’s Odyssey, Contemporary Japanese Clay Work, Two Small Places on Opposite Coasts, School Life in Otaru and Dunedin, Physics Posters

Design and install internally-generated exhibitions

Design and produce exhibitions

Two appealingly designed exhibitions produced, including one that can tour to other venues by June �006

Achieved: Three internal exhibitions developed – City Birds, Scarfies, Otago Wildlife Photography Exhibition

Create new exhibits for Discovery World

Ten new exhibits created for Discovery World which encourage visitor interaction and learning by June �006

Partly achieved: Nine new exhibits created: Magnetic Crane, Bubble Window, Tactile Tunnel, Pi, Retroreflectors, Bird Song, Water Cycle, Nasa TV and Optical Illusions

“Very classy and elegant yet warm

and friendly environment.”

�5



Design and install staircase exhibitions

Three staircase exhibitions installed which highlight the objects within, by June �006

Achieved: Staircase exhibitions covering Hamada Pottery, Lace and Shells installed

Maintain exhibits and public spaces to an excellent standard

Maintain non-gallery spaces to a high standard and a clean and comfortable environment achieved throughout the year

All non-gallery spaces maintained to a high standard and a clean and comfortable environment achieved throughout the year, as perceived by visitors and expressed through market research – ‘clean and comfortable’ scores five or above in quarterly satisfaction survey �0 point scale

Achieved: Quarterly satisfaction surveys indicate �00% of visitors rate the cleanliness and comfort of the Museum as ‘satisfied’ or above on our �0 point scale

Discovery World exhibits maintained in working order

Not more than three exhibits in Discovery World out of order at any one time

Achieved

Administer an asset management and maintenance programme

Asset management requirements carried out

All asset maintenance requirements carried out in a timely manner and Building Warrant of Fitness attained

Partly achieved: Additional sprinkler certification underway

DEVELOPMENT AND PLANNING

Conduct high profile marketing campaigns for exhibitions, programmes and activities

Update and implement general Marketing Plan for Museum within budget

By June �006 Achieved

Develop and implement marketing plans for each special exhibition within individual budgets

Plan for each exhibition prepared

Achieved: Marketing plans prepared for City Birds, Kimono – A Japanese Story, Scarfies, Space, Layers of Inspiration, Otago Wildlife Photography Exhibition, Rediscover China, Cook’s Odyssey, ANZANG and Contemporary Japanese Clay Work

Conduct high profile marketing and public relations campaigns

Achieve at least 5� news items and �00 paid promotions by June �006

Achieved: Over 70 news items and over �50 paid promotions

Produce and distribute the Museum’s Newsletter

Four issues of the Museum’s Newsletter produced and distributed by June �006

Achieved: Newsletters produced in September, December, March and June

Launch completed Development Plan projects

Projects launched on time and within budget

No projects completed in this period

Gain an understanding of community and visitor views through a comprehensive and strategically focussed market research programme

Complete the visitor satisfaction survey on a quarterly basis and report to Board and staff

Four surveys completed by June �006

Achieved: Surveys completed in September, December, March and June and reported to Trust Board and published on staff intranet

Undertake market research on at least four special exhibitions to gauge community response

Four special exhibition surveys completed by June �006

Achieved: Surveys conducted for City Birds, Kimono – A Japanese Story, Scarfies and Layers of Inspiration

Attract additional income through strategic alliances, revenue generation and fundraising

Make approaches for grants and sponsorships

Not less than �0 approaches for grants and sponsorships made, attracting $50,000 in cash and kind

Achieved: �� out of �� approaches give results of over $�00,000 in cash and kind

“Fan

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hern

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ple

exce

llent

.”

�6



Implement fundraising strategy for Development Plan projects

An average of $500,000 in cash and kind attracted

Partly achieved: Over $�80,000 raised

Implement strategies within the tourism & facilities operations to increase revenue generated

Increase revenue generated by �0%

Achieved: Revenue increased by 4�%

FINANCE AND SUPPORT SERVICES

Administer management information systems to efficiently provide effective data for decision-making

Produce income and expenditure reports on divisional activity

Accurate monthly income and expenditure reports produced on divisional activity

Achieved

Review the Museum Shop operation

Prepare a challenging strategy for development of the Museum Shop

Review and update the strategy for development of the Museum Shop by March �006

Achieved

EXECUTIVE OFFICE

Develop policy, strategy and operational guideline documents to consolidate, confirm or establish governance, management and operational plans or processes

Policies, strategies and operational guidelines developed/reviewed

Two policies, four strategies and eight sets of useful operational guidelines developed/reviewed

Achieved: Five policies, four strategies and �6 operational guidelines written or reviewed

Manage the implementation of the Development Plan

Development Plan progresses Development Plan progresses as much as possible within resource constraints and subject to limitations of other factors including consultation with and involvement of external groups

Achieved: Tropical Habitat and Te Matapihi progressed, Melanesia Gallery revitalisation underway

Photographs reproduced courtesy of the Otago Daily Times and Star Community Newspapers

“I loved the Egypt information and displays.”

�7

Financial StatementsTable of Contents and Directory 35Statement of Financial Performance 36Statement of Movements in Equity 36Statement of Financial Position 37Statement of Cashflows 37Notes to the Financial Statements 38Auditor’s Report 44Supplementary Information 46

DIRECTORYBoard Chairperson Rev Dr W Featherston (to February �006) Mrs M W Collins (from February �006)

Chief Executive Mr S C Paul & Secretary Otago Museum Great King Street Dunedin

Treasurer Deloitte (Mr R D Liddell to June �006) (Mr M C Horne from June �006) Level 8 Otago House 48� Moray Place Dunedin

Auditor Audit New Zealand, on behalf of the Auditor GeneralBanker Bank of New Zealand

Solicitor Albert Alloo & Sons

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foun

ded

by t

he p

eopl

e of

Ota

go fo

r th

e se

rvic

e an

d de

velo

pmen

t of

the

ir co

mm

unity

with

a p

artic

ular

res

pons

ibili

ty fo

r th

e na

tura

l and

sc

ient

ific

herit

age

of t

he O

tago

reg

ion.

Th

e fin

anci

al s

tate

men

ts o

f the

Ota

go M

useu

m T

rust

Boa

rd a

re a

gen

eral

pur

pose

rep

ort

whi

ch h

as b

een

prep

ared

in a

ccor

danc

e w

ith g

ener

ally

acc

epte

d ac

coun

ting

prac

tices

.

R

edev

elo

pm

ent

Ap

pea

l

The

Boar

d ha

s an

ong

oing

maj

or b

uild

ing

and

rede

velo

pmen

t pr

ogra

mm

e. O

n co

mpl

etio

n of

the

var

ious

pha

ses

of t

he r

edev

elop

men

t th

e ne

w a

sset

s ar

e pr

ogre

ssiv

ely

inco

rpor

ated

w

ith o

ther

Mus

eum

cap

ital a

sset

s. U

ntil

this

occ

urs

expe

nditu

re is

sho

wn

as w

ork

in

prog

ress

.

M

easu

rem

ent

Bas

e

The

acco

untin

g pr

inci

ples

rec

ogni

sed

as a

ppro

pria

te fo

r th

e m

easu

rem

ent

and

repo

rtin

g of

ea

rnin

gs a

nd fi

nanc

ial p

ositi

on o

n a

hist

oric

al c

ost

basi

s ar

e fo

llow

ed b

y th

e en

tity.

Sp

ecifi

c A

cco

un

tin

g P

oli

cies

Th

e fo

llow

ing

spec

ific

acco

untin

g po

licie

s w

hich

mat

eria

lly a

ffect

the

mea

sure

men

t of

fin

anci

al p

erfo

rman

ce a

nd fi

nanc

ial p

ositi

on h

ave

been

app

lied:

A

cco

un

ts R

ecei

vab

le

Rece

ivab

les

are

valu

ed a

t ne

t re

alis

able

val

ue.

D

epre

ciat

ion

D

epre

ciat

ion

is w

ritte

n of

f the

boo

k va

lue

of P

rope

rty,

Pla

nt &

Equ

ipm

ent

as fo

llow

s:

Build

ings

: �%

S.

L.

Com

pute

r Eq

uipm

ent:

40

%

D.V

.

Elec

tric

al &

Mec

hani

cal S

ervi

ces:

9.

50%

D

.V.

Fi

tout

Exh

ibiti

ons

�8%

D

.V.

Fu

rnitu

re, F

ittin

gs &

Equ

ipm

ent:

�8

%

D.V

.

Gol

den

Kiw

i Lot

tery

Fun

d Eq

uipm

ent:

�0

%

D.V

.

Mot

or V

ehic

les:

�6

%

D.V

.

N

o de

prec

iatio

n is

writ

ten

off H

erita

ge A

sset

s.

M

ost

Her

itage

Ass

ets

are

alre

ady

valu

ed a

t ni

l val

ue fo

r ac

coun

ting

purp

oses

.

Em

plo

yee

Enti

tlem

ents

Pr

ovis

ion

is m

ade

in r

espe

ct o

f the

Boa

rd’s

liab

ility

for

annu

al le

ave

and

long

ser

vice

leav

e.

Thes

e ha

ve b

een

calc

ulat

ed o

n an

act

ual e

ntitl

emen

t ba

sis

at c

urre

nt r

ates

of p

ay.

Fi

nan

cial

Ass

ets

In

com

e fr

om fi

nanc

ial a

sset

s, w

hich

incl

ude

Cas

h, B

ank

and

Inve

stm

ents

, is

reco

gnis

ed

as r

ecei

ved.

All

othe

r in

com

e ea

rned

is r

ecog

nise

d us

ing

accr

ual a

ccou

ntin

g. I

ncom

e on

In

vest

men

ts w

hich

do

not

rela

te t

o an

y sp

ecifi

c fu

nd, i

s al

loca

ted

to fu

nds

in p

ropo

rtio

n to

op

enin

g fu

nd b

alan

ces.

Th

e m

arke

t va

lue

of E

quity

Inve

stm

ents

is d

eter

min

ed b

y th

e pu

blis

hed

shar

e an

d ex

chan

ge

rate

(if

appl

icab

le)

at b

alan

ce d

ate.

How

ever

, all

inve

stm

ents

are

val

ued

in a

ccor

danc

e w

ith

inve

stm

ent

polic

y.

1.

STA

TEM

ENT

OF

AC

CO

UN

TIN

G P

OLI

CIE

S (C

ON

T’D

)

Pro

per

ty, P

lan

t &

Eq

uip

men

t

Land

and

Bui

ldin

gs:

La

nd a

nd b

uild

ings

are

val

ued

at G

over

nmen

t Va

luat

ion

as a

t �

Oct

ober

�99

�. T

his

valu

atio

n is

dee

med

to

be t

he a

sset

cos

t. S

ubse

quen

t ad

ditio

ns a

re r

ecor

ded

at c

ost.

H

erita

ge A

sset

s:

Her

itage

ass

ets

are

valu

ed a

t co

st o

r fa

ir va

lue

at t

he d

ate

of a

cqui

sitio

n an

d ar

e no

t de

prec

iate

d.

All

asse

ts a

cqui

red

prio

r to

�0

June

�00

� ar

e re

cogn

ised

at

cost

at

the

date

of a

cqui

sitio

n.

As

a la

rge

num

ber

of t

he H

erita

ge a

sset

s ar

e do

nate

d or

sub

sidi

sed

gene

rally

suc

h co

st w

ill

be n

il un

less

the

y ha

ve b

een

acqu

ired

as a

res

ult

of a

pur

chas

e by

the

Mus

eum

.

All

asse

ts a

cqui

red

from

� Ju

ly �

00�

are

reco

gnis

ed a

t fa

ir va

lue

at t

he d

ate

of a

cqui

sitio

n fo

r do

nate

d or

sub

sidi

sed

asse

ts w

here

it is

pos

sibl

e, p

ract

ical

and

mea

ning

ful t

o ar

rive

at

such

fair

valu

e or

at

cost

whe

re t

he a

sset

s ha

ve b

een

acqu

ired

as a

res

ult

of a

pur

chas

e by

th

e M

useu

m. T

he d

iffer

ence

bet

wee

n fa

ir va

lue

and

cost

is r

ecog

nise

d in

the

Sta

tem

ent

of

Fina

ncia

l Per

form

ance

.

The

resu

lt of

thi

s ac

coun

ting

polic

y m

eans

tha

t th

e va

st m

ajor

ity o

f the

Mus

eum

’s

colle

ctio

n, h

avin

g be

en o

btai

ned

prio

r to

�0

June

, �00

�, is

effe

ctiv

ely

valu

ed fo

r ac

coun

ting

purp

oses

at

nil,

or a

t hi

stor

ical

cos

t fo

r th

ose

few

item

s pu

rcha

sed.

G

oo

ds

An

d S

ervi

ces

Tax

Th

e fin

anci

al s

tate

men

ts h

ave

been

pre

pare

d w

ith b

oth

inco

me

and

expe

nditu

re it

ems

excl

usiv

e of

GST

. In

the

Sta

tem

ent

of F

inan

cial

Pos

ition

acc

ount

s re

ceiv

able

and

acc

ount

s pa

yabl

e ar

e bo

th in

clus

ive

of G

ST.

Oth

er a

sset

s an

d lia

bilit

ies

are

excl

usiv

e of

GST

.

G

ove

rnm

ent

Gra

nts

G

over

nmen

t gr

ants

are

rec

orde

d in

the

Sta

tem

ent

of F

inan

cial

Per

form

ance

whe

n re

ceiv

ed.

In

vest

men

ts

Inve

stm

ents

are

rec

orde

d at

cos

t, o

r if

bequ

eath

ed t

o th

e Bo

ard,

at

mar

ket

valu

e at

tim

e of

re

ceip

t by

the

Boa

rd.

O

per

atin

g L

ease

s

Leas

es w

here

the

less

or e

ffect

ivel

y re

tain

s su

bsta

ntia

lly a

ll th

e ris

ks a

nd b

enefi

ts o

f ow

ners

hip

of t

he le

ased

item

s ar

e cl

assi

fied

as o

pera

ting

leas

es.

Paym

ents

und

er t

hese

le

ases

are

cha

rged

as

expe

nses

in t

he p

erio

ds in

whi

ch t

hey

are

incu

rred

.

Sp

ecia

l Fu

nd

s

Inco

me

rece

ived

for

spec

ified

pur

pose

s is

cre

dite

d to

a s

peci

al fu

nd.

Expe

nditu

re in

ap

prop

riate

are

as is

cha

rged

aga

inst

the

se fu

nds.

St

atem

ent

Of

Cas

h F

low

s

Cas

h m

eans

cas

h ba

lanc

es o

n ha

nd, h

eld

in b

ank

acco

unts

, on

call

depo

sits

and

oth

er

high

ly li

quid

inve

stm

ents

in w

hich

the

Boa

rd in

vest

s as

par

t of

its

day

-to-

day

cash

m

anag

emen

t.

O

pera

ting

activ

ities

incl

ude

cash

rec

eive

d fr

om a

ll in

com

e so

urce

s of

the

Boa

rd a

nd r

ecor

d th

e ca

sh p

aym

ents

mad

e fo

r th

e su

pply

of g

oods

and

ser

vice

s.

In

vest

ing

activ

ities

are

tho

se a

ctiv

ities

rel

atin

g to

the

acq

uisi

tion

and

disp

osal

of n

on-c

urre

nt

asse

ts.

Fi

nanc

ing

activ

ities

com

pris

e th

e ch

ange

in e

quity

of t

he B

oard

.

The

acco

mpa

nyin

g no

tes

form

par

t of

and

are

to

be r

ead

in c

onju

nctio

n w

ith t

hese

fina

ncia

l sta

tem

ents

.

OT

AG

O M

USE

UM

TR

UST

BO

AR

D N

OT

ES T

O T

HE

FIN

AN

CIA

L ST

AT

EMEN

TS

(CO

NT

’D)

FOR

TH

E Y

EAR

EN

DED

30 J

UN

E, 2

006

4�

The

acco

mpa

nyin

g no

tes

form

par

t of

and

are

to

be r

ead

in c

onju

nctio

n w

ith t

hese

fina

ncia

l sta

tem

ents

.

OT

AG

O M

USE

UM

TR

UST

BO

AR

D N

OT

ES T

O T

HE

FIN

AN

CIA

L ST

AT

EMEN

TS

(CO

NT

’D)

FOR

TH

E Y

EAR

EN

DED

30 J

UN

E, 2

00

61

. ST

AT

EMEN

T O

F A

CC

OU

NT

ING

PO

LIC

IES

(CO

NT

’D)

St

ock

St

ocks

are

val

ued

at t

he lo

wer

of c

ost

and

net

real

isab

le v

alue

on

base

s co

nsis

tent

with

pr

evio

us y

ears

.

C

han

ges

In

Acc

ou

nti

ng

Po

lici

es

Ther

e ha

ve b

een

no c

hang

es in

acc

ount

ing

polic

ies.

The

se h

ave

been

app

lied

on b

ases

co

nsis

tent

with

tho

se u

sed

in p

revi

ous

year

s.

T

ran

siti

on

To

In

tern

atio

nal

Fin

anci

al R

epo

rtin

g S

tan

dar

ds

In

Dec

embe

r �0

0� t

he N

ew Z

eala

nd A

ccou

ntin

g St

anda

rds

Revi

ew B

oard

ann

ounc

ed t

hat

New

Zea

land

equ

ival

ents

to

Inte

rnat

iona

l Fin

anci

al R

epor

ting

Stan

dard

s (N

ZIF

RS)

wou

ld

appl

y to

all

New

Zea

land

rep

ortin

g en

titie

s fo

r re

port

ing

perio

ds b

egin

ning

on

or a

fter

�

Janu

ary,

�00

7, w

ith t

he o

ptio

n of

ear

ly a

dopt

ion

for

perio

ds b

egin

ning

on

or a

fter

� Ja

nuar

y �0

05.

Ota

go M

useu

m T

rust

Boa

rd in

tend

to

adop

t fr

om �

July

, �00

7. A

ccor

ding

ly, t

he

adop

tion

of N

Z IF

RS w

ill b

e re

flect

ed in

the

Tru

st B

oard

’s fu

ll ye

ar r

epor

t fo

r th

e ye

ar e

nded

�0

June

, �00

8.

Th

e Tr

ust

Boar

d of

the

Mus

eum

will

man

age

the

tran

sitio

n to

NZ

IFRS

, in

cons

ulta

tion

with

the

Mus

eum

’s T

reas

urer

s, b

y ev

alua

ting

the

Trus

t Bo

ard’

s ex

istin

g ac

coun

ting

polic

ies

and

the

pote

ntia

l im

pact

s of

ado

ptin

g N

Z IF

RS, a

nd e

nsur

ing

that

the

tra

nsiti

on o

ccur

s w

ithin

the

req

uire

d tim

efra

mes

and

the

Tru

st B

oard

is in

a p

ositi

on t

o ca

lcul

ate

its o

peni

ng

stat

emen

t of

fina

ncia

l pos

ition

effe

ctiv

e �

July

, �00

6.

In

the

firs

t ye

ar o

f com

plia

nce,

ent

ities

are

req

uire

d to

res

tate

com

para

tive

finan

cial

st

atem

ents

to

refle

ct t

he n

ew s

tand

ards

.

W

hils

t th

e im

plem

enta

tion

of N

Z IF

RS h

as n

o im

pact

on

the

Trus

t Bo

ard’

s un

derly

ing

econ

omic

str

engt

h, r

isk

man

agem

ent

prac

tices

or

cash

flow

s, it

may

res

ult

in k

ey,

mat

eria

l diff

eren

ces

in t

he F

inan

cial

Sta

tem

ents

. A

t th

is s

tage

the

impa

ct o

n th

e Fi

nanc

ial

Stat

emen

ts, h

ad t

hey

been

pre

pare

d us

ing

NZ

IFRS

, has

not

bee

n de

term

ined

or

quan

tified

.

W

here

the

fina

ncia

l im

pact

of N

Z IF

RS c

an b

e re

liabl

y es

timat

ed t

o ha

ve a

mat

eria

l im

pact

, di

sclo

sure

will

be

mad

e in

sub

sequ

ent

Fina

ncia

l Rep

orts

. Th

e ac

tual

impa

ct o

f ado

ptin

g N

Z

IFRS

may

var

y fr

om t

he in

form

atio

n pr

esen

ted

and

this

var

iatio

n m

ay b

e m

ater

ial.

2

TO

TA

L M

USE

UM

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No

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ance

$24,5

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us

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69

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fund

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for

the

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the

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eum

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$(2

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$(2

4,6

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AG

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BO

AR

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10

. H

ERIT

AG

E A

SSET

S

The

Ota

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useu

m T

rust

Boa

rd o

wns

an

exte

nsiv

e co

llect

ion

of m

ater

ial a

nd in

form

atio

n re

latin

g to

the

nat

iona

l, cu

ltura

l and

sci

entifi

c he

ritag

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peo

ples

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he w

orld

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e bu

lk o

f the

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go M

useu

m’s

col

lect

ion

is r

epre

sent

ed b

y un

real

isab

le o

r irr

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ceab

le

item

s an

d it

is im

prac

ticab

le a

nd c

ost

proh

ibiti

ve t

o va

lue

them

on

a “M

arke

t Ba

sed”

or

“Dep

reci

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Rep

lace

men

t C

ost”

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is.

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nseq

uenc

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useu

m’s

col

lect

ion

is

unde

rval

ued

in t

hese

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ncia

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tem

ents

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imar

y fu

nctio

n an

d pu

rpos

e of

the

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useu

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nten

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erita

ge a

sset

s. T

hese

are

the

tas

ks t

hat

mak

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bul

k of

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tago

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eum

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ctiv

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ns t

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h of

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lect

ion

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alue

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or

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toric

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for

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as t

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so

ld, i

ts m

arke

t va

lue

wou

ld b

e ve

ry s

ubst

antia

l.

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ct t

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t of

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l, or

low

, val

ue fo

r ac

coun

ting

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oses

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ay r

educ

es t

he t

rue

valu

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lect

ion

or t

he c

are

that

is e

xerc

ised

in it

s co

nser

vatio

n an

d ex

hibi

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11

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d as

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at

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BSE

QU

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EV

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nce

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alle

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tago

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in

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orat

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o ho

ld in

vest

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ts fo

r th

e M

useu

m.

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com

pany

is a

“ba

re t

rust

ee”

whi

ch

will

act

str

ictly

on

the

inst

ruct

ion

of t

he p

rinci

pal,

the

Ota

go M

useu

m T

rust

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rd.

This

has

be

en d

one

to o

verc

ome

the

diffi

culti

es e

xper

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reg

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ring

secu

ritie

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nam

e of

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tago

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eum

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st B

oard

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ticul

arly

off

shor

e.

AU

DIT

RE

PO

RT

TO

TH

E R

EA

DE

RS

OF

O

TA

GO

MU

SE

UM

TR

US

T B

OA

RD

’S

FIN

AN

CIA

L S

TA

TE

ME

NT

S

FO

R T

HE

YE

AR

EN

DE

D 3

0 J

UN

E 2

00

6

The

Audi

tor-

Gen

eral

is

the

audi

tor

of O

tago

Mus

eum

Tru

st B

oard

(th

e Tr

ust

Boar

d).

The

Audi

tor-

Gen

eral

has

app

oint

ed m

e, B

ede

Kear

ney,

usi

ng t

he s

taff

and

reso

urce

s of

Aud

it N

ew Z

eala

nd,

to c

arry

out

the

aud

it of

the

fin

anci

al s

tate

men

ts o

f th

e Tr

ust

Boar

d, o

n hi

s be

half,

for

the

year

end

ed 3

0 Ju

ne 2

006.

Qu

alif

ied

O

pin

ion

–

Ina

pp

rop

ria

te

ac

co

un

tin

g

for

Mu

seu

m

Co

llec

tio

n

Ass

ets

As s

tate

d in

the

Acc

ount

ing

Polic

ies

on p

age

38, t

he T

rust

Boa

rd h

as n

ot r

ecog

nise

d th

e fu

ll va

lue

of t

he m

useu

m c

olle

ctio

n as

sets

ow

ned

by t

he T

rust

Boa

rd i

n th

e St

atem

ent

of

Fina

ncia

l Po

sitio

n, n

or t

he a

ssoc

iate

d de

prec

iatio

n ex

pens

e in

the

Sta

tem

ent

of F

inan

cial

Pe

rfor

man

ce.

This

is a

dep

artu

re f

rom

app

licab

le F

inan

cial

Rep

ortin

g St

anda

rd N

o.3

(FRS

-3)

: Ac

coun

ting

for

Prop

erty

, Pl

ant

and

Equi

pmen

t, w

hich

re

quire

s al

l as

sets

to

be

re

cogn

ised

and

dep

reci

ated

in

the

finan

cial

sta

tem

ents

. T

here

are

no

prac

tical

aud

it pr

oced

ures

tha

t w

e ha

ve b

een

able

to

appl

y to

qua

ntify

the

effe

ct o

f th

is d

epar

ture

fro

m

FRS-

3.

In o

ur o

pini

on b

ecau

se o

f th

e ef

fect

of

the

inap

prop

riate

acc

ount

ing

for

mus

eum

col

lect

ion

asse

ts, t

he fi

nanc

ial s

tate

men

ts o

f the

Tru

st B

oard

on

page

s 30

to 4

4:

do n

ot c

ompl

y w

ith g

ener

ally

acc

epte

d ac

coun

ting

prac

tice

in N

ew Z

eala

nd;

and

do n

ot fa

irly

refle

ct:

the

Trus

t Boa

rds’s

finan

cial

pos

ition

as

at 3

0 Ju

ne 2

006;

and

the

resu

lts o

f its

ope

ratio

ns fo

r th

e ye

ar e

nded

on

that

dat

e.

In o

ur o

pini

on th

e fin

anci

al s

tate

men

ts o

n pa

ges

30 to

44 fa

irly

refle

ct:

the

cash

flow

s fo

r th

e ye

ar e

nded

30

June

200

6; a

nd

the

serv

ice

perf

orm

ance

ach

ieve

men

ts m

easu

red

agai

nst

the

perf

orm

ance

tar

gets

ad

opte

d fo

r th

e ye

ar e

nded

30

June

200

6.

47

If i

t w

ere

not

for

the

failu

re t

o ac

coun

t fo

r th

e m

useu

m c

olle

ctio

n as

sets

in

the

man

ner

requ

ired

by F

RS-3

as

outli

ned

abov

e, t

hen,

in o

ur o

pini

on,

the

finan

cial

sta

tem

ents

of

the

Trus

t Bo

ard

wou

ld h

ave

fairl

y re

flect

ed t

he f

inan

cial

pos

ition

as

at 3

0 Ju

ne 2

006

and

the

resu

lts o

f its

ope

ratio

ns fo

r th

e ye

ar e

nded

on

that

dat

e.

The

audi

t w

as c

ompl

eted

on

28 N

ovem

ber

2006

, an

d is

the

dat

e at

whi

ch o

ur o

pini

on i

s ex

pres

sed.

The

basi

s of

our

opi

nion

is e

xpla

ined

bel

ow.

In

addi

tion,

we

outli

ne t

he r

espo

nsib

ilitie

s of

th

e Tr

ust Bo

ard

and

the

Audi

tor,

and

exp

lain

our

inde

pend

ence

.

Ba

sis

of

Op

inio

n

We

carr

ied

out

the

audi

t in

acc

orda

nce

with

the

Aud

itor-

Gen

eral

’s A

uditi

ng S

tand

ards

, w

hich

inco

rpor

ate

the

New

Zea

land

Aud

iting

Sta

ndar

ds.

We

plan

ned

and

perf

orm

ed t

he a

udit

to o

btai

n al

l th

e in

form

atio

n an

d ex

plan

atio

ns w

e co

nsid

ered

nec

essa

ry in

ord

er t

o ob

tain

rea

sona

ble

assu

ranc

e th

at t

he f

inan

cial

sta

tem

ents

an

d pe

rfor

man

ce i

nfor

mat

ion

did

not

have

mat

eria

l m

isst

atem

ents

, w

heth

er c

ause

d by

fr

aud

or e

rror

.

Mat

eria

l mis

stat

emen

ts a

re d

iffer

ence

s or

om

issi

ons

of a

mou

nts

and

disc

losu

res

that

wou

ld

affe

ct

a re

ader

’s

over

all

unde

rsta

ndin

g of

th

e fin

anci

al

stat

emen

ts

and

perf

orm

ance

in

form

atio

n.

We

foun

d m

ater

ial m

isst

atem

ents

tha

t w

ere

not

corr

ecte

d as

we

refe

rred

to

in o

ur o

pini

on.

The

audi

t in

volv

ed p

erfo

rmin

g pr

oced

ures

to

test

the

info

rmat

ion

pres

ente

d in

the

fin

anci

al

stat

emen

ts.

We

asse

ssed

the

res

ults

of t

hose

pro

cedu

res

in fo

rmin

g ou

r op

inio

n.

Audi

t pr

oced

ures

gen

eral

ly in

clud

e:

dete

rmin

ing

whe

ther

sig

nific

ant

finan

cial

and

man

agem

ent

cont

rols

are

wor

king

an

d ca

n be

rel

ied

on to

prod

uce

com

plet

e an

d ac

cura

te d

ata;

verif

ying

sam

ples

of t

rans

actio

ns a

nd a

ccou

nt b

alan

ces;

perf

orm

ing

anal

yses

to

iden

tify

anom

alie

s in

the

repo

rted

dat

a;

revi

ewin

g si

gnifi

cant

est

imat

es a

nd ju

dgem

ents

mad

e by

the

Trus

t Boa

rd;

conf

irmin

g ye

ar-e

nd b

alan

ces;

dete

rmin

ing

whe

ther

acc

ount

ing

polic

ies

are

appr

opria

te a

nd c

onsi

sten

tly a

pplie

d;

and

dete

rmin

ing

whe

ther

all

finan

cial

sta

tem

ent di

sclo

sure

s ar

e ad

equa

te.

We

eval

uate

d th

e ov

eral

l ad

equa

cy o

f th

e pr

esen

tatio

n of

inf

orm

atio

n in

the

fin

anci

al

stat

emen

ts

and

perf

orm

ance

in

form

atio

n.

We

did

not

obta

in

all

the

info

rmat

ion

and

expl

anat

ions

we

requ

ired

beca

use

of t

he i

napp

ropr

iate

acc

ount

ing

for

mus

eum

col

lect

ion

asse

ts in

the

man

ner

requ

ired

by F

RS-3

.

Res

po

nsi

bili

ties

of t

he

Tru

st B

oar

d a

nd

the

Au

dit

or

The

Trus

t Bo

ard

is r

espo

nsib

le f

or p

repa

ring

finan

cial

sta

tem

ents

in

acco

rdan

ce w

ith

gene

rally

acc

epte

d ac

coun

ting

prac

tice

in N

ew Z

eala

nd.

Tho

se f

inan

cial

sta

tem

ents

mus

t fa

irly

refle

ct t

he f

inan

cial

pos

ition

of

the

Trus

t Bo

ard

as a

t 30

Jun

e 20

06.

They

mus

t al

so

fairl

y re

flect

th

e re

sults

of

its

op

erat

ions

an

d ca

sh

flow

s an

d se

rvic

e pe

rfor

man

ce

achi

evem

ents

for

the

yea

r en

ded

on t

hat

date

. The

Tru

st B

oard

’s r

espo

nsib

ilitie

s ar

ise

from

Th

e O

tago

Mus

eum

Tru

st B

oard

Act

196

6.

We

are

resp

onsi

ble

for

expr

essi

ng a

n in

depe

nden

t op

inio

n on

the

fin

anci

al s

tate

men

ts

and

perf

orm

ance

inf

orm

atio

n an

d re

port

ing

that

opi

nion

to

you.

Th

is r

espo

nsib

ility

ar

ises

fro

m s

ectio

n 15

of

the

Publ

ic A

udit

Act

2001

and

Sec

tion

27 o

f th

e O

tago

Mus

eum

Tr

ust

Boar

d Ac

t 19

66.

Ind

epe

nd

en

ce

Whe

n ca

rryi

ng o

ut t

he a

udit

we

follo

wed

the

ind

epen

denc

e re

quire

men

ts o

f th

e Au

dito

r-G

ener

al,

whi

ch i

ncor

pora

te t

he i

ndep

ende

nce

requ

irem

ents

of

the

Inst

itute

of

Char

tere

d Ac

coun

tant

s of

New

Zea

land

.

Oth

er th

an the

aud

it, w

e ha

ve n

o re

latio

nshi

p w

ith o

r in

tere

sts

in the

Tru

st B

oard

.

Bede

Kea

rney

Au

dit N

ew Z

eala

nd

On

beha

lf of

the

Aud

itor-

Gen

eral

D

uned

in, N

ew Z

eala

nd

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419 Great King Street, PO Box 6202, Dunedin, New Zealand. Telephone +64 3 474 7474 Facsimile +64 3 477 5993 w

ww

.otago

mu

seu

m.g

ov

t.nz

Supreme Award Winner – Westpac/Otago Chamber

of Commerce Business Excellence Awards

Documents

Annual Report 2005 – 2006 - sismus.org Zelanda/Otago_2006.pdfto showcase Discovery World, the Museum and Otago. In August, we were immensely proud to attend the New Zealand Tourism