A Range of Pandemic Adjustments: Changes to Texas Heritage Site Business Operations during the COVID-19 Pandemic
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4.2. The Impact of COVID-19 on Heritage Sites and Associated Adjustments
We found that adjustments occurred at two critical time periods: first, after businesses reopened from the initial closure in April 2020, and second, after all restrictions were lifted in March 2021. Interestingly, study participants did not indicate the July 2020 mask mandate as resulting in significant adjustments. We also identified two primary factors that influenced adjustments: economic factors and human health factors. These factors led to what we term fiscal-related adjustments and health-related adjustments. Fiscal-related adjustments sought to maintain business operations and preserve financial stability of the heritage sites, while health-related adjustments focused on reducing risks to human health and mitigating the spread of COVID-19. Together, these adjustments helped entities keep their businesses running while protecting staff, volunteers, and visitors.
4.2.1. Fiscal-Related Adjustments
While implementing COVID-19 restrictions, 65% of the interview participants reported three adjustment measures to maintain fiscal wellbeing: (1) undertaking new fundraising approaches; (2) generating different funding streams; and (3) seeking new grant opportunities. Respondents often reported on attempts at new fundraising strategies and their outcomes. For example, one participant reported that, “[we] did a COVID funding drive late June. It was a campaign and it helped us a lot”. Some entities tried to raise funds not only in person but also through virtual options. One participant explained, “we did a fundraiser last October. That was hybrid. We did it in person and online”. Another participant from a historic home described their new event as “a charity tea party at our house with a charity auction donation”. These quotations show that entities actively planned and implemented new fundraising methods during the pandemic to help address their fiscal concerns.
At the same time, many entities reported applying for different grants to meet their budgetary needs and to stay in operation. For instance, one participant explained, “[we] applied for some of the COVID grants, and we were able to receive those…they helped…to pay my intern, and you know different things like that”. By undertaking these fiscal-related adjustments, entities maintained economic stability and remained in operation.
4.2.2. Health-Related Adjustments
Along with maintaining business operations to preserve financial wellbeing, participants identified human health concerns as important factors that resulted in numerous health-related adjustments when reopening their businesses. To mitigate the spread of COVID-19, all entities participating in this study enacted health safety measures by following COVID-19 safety protocols and guidance introduced by government organizations like the CDC. For example, many entities reported that they installed hand-sanitizing stations throughout their sites and added plexiglass shields at checkout areas to provide a barrier between staff and visitors. Participants also reported intensified cleaning, bleaching and sanitizing of facilities and touch points to adhere to COVID-19 protocols. One participant elaborated,
We did of course change our cleaning protocols during COVID. We were much more thorough about wiping down all surfaces, including the light switches and doorknobs and all the things that you were supposed to be cleaning. Anything that somebody touched.
For a while, we literally were not even taking cash, we were not taking checks, nothing that we had to touch…that the other person would have touched, and so for a while, literally the only way to get into the park was to go online and make a reservation in advance.
4.2.3. Combined Fiscal- and Health-Related Adjustments
Participants also described adjustments to keep staff healthy while working. Many reported introducing work-from-home options for some of their team members. Those in management positions tried to keep themselves updated with the latest COVID-19 policies. For instance, one study participant said, “we recently updated our COVID policies. We’ve been updating them all along the way from the CDC guidelines”. Others implemented more outdoor activities to limit staff exposure and maintain social distancing while proceeding with programming. Rather than offer guided tours, several entities introduced audiovisual tours “where we are able to let people come in and walk through at their own pace. They don’t have to be in [our staff’s] company”. By introducing new technology, participants explained that they were able to reduce risk to staff and volunteers. The audiovisual tour is reflective of the creative thinking necessitated by the pandemic. For many heritage sites, technology enabled them to maintain business operations and protect human health while adjusting to evolving conditions and policies.
We have a three-week series [of classes]. I wasn’t quite sure if it would work, ‘cause it’s six hours for three Saturdays in a row. And I was like are people gonna be able to sit in Zoom for six hours for 2 to 3-h classes? And they did.
To meet the demand for virtual programs, heritage sites reported using a variety of platforms such as social media, YouTube, Zoom, websites, and cable channels. Social media, particularly Facebook Live, emerged as the most popular platform given its ability to reach a greater number of people, including new audiences, for free. One participant indicated, “we definitely had a large uptick in our social media interactions”. Another explained, “[Facebook Live] proved very popular. So, we take [videos down] after they’re [on] Facebook… and we convert them and upload on YouTube”. Not only were more people visiting heritage sites’ social media pages, but the heritage sites were creating more content to post to these pages. Several participants mentioned that they bought recording equipment, such as microphones and high-quality cameras, to make new video content to make their social media presence stronger than before. A study participant from a state park explained:
We did increase our social media presence and put things like cameras out and videoed different parts of the park and put [that] video footage from the cameras up on our social media page. I have several staff members that just like to take pictures of stuff ‘cause they’re very passionate about their park so we would take their pictures that they found and put them up on social media.
4.2.4. The Evolution of Fiscal- and Health-Related Adjustments through Increased Virtual Programming
While virtual options span a range of intended audiences and topics, the expansion of virtual options helped increase access to heritage sites while continuing to protect public health and generate revenue. Virtual camps aimed at youth audiences were popular among respondents. One study participant described, “there has been a significant increase [in the number of people] in social media, like the virtual field trips we offered”. Another spotlighted their virtual camp as in demand since its “where the kids got to meet animals virtually…and talk about life”. Additionally, virtual programs offered an opportunity for people to visit these sites who may not have the resources to visit in person, such as school districts that cannot afford to bus large groups of kids to these sites. Therefore, the pandemic-induced virtual programming increased access to heritage sites and the knowledge they contain.
Virtual programing also increased access by removing geographic barriers. Since many people were seeking activities while adhering to stay-at-home restrictions, new audiences were attending virtual programs, such as live garden tours and virtual walks in nature centers. A participant from a nature center explained that before COVID-19 they used to have an in-person morning walk every Wednesday where less than 50 people joined the walk each week. The participant described, “we then went to the virtual Wednesday walk and all of a sudden we were having hundreds of people attend that at no charge”. Many interview participants indicated that the audiences were increasing in the virtual platforms compared to in-person experiences. Some programs received new international audiences too. A participant explained they were reaching international audiences in the following way:
We had started doing remote classroom visits by…staff members…and [for] the first few of [visits] we expected we were going to go to rural school districts in Texas. Instead, [staff members] were going [virtually] to places like school systems very close to the Arctic Circle in Canada. Next one was a request from New Zealand. And before we knew it, we realized we really had a worldwide audience instead of just [a] Texas audience.
A participant from a nature center indicated that in some cases people were more comfortable doing activities online than doing them in person. They said, “people actually like [online cooking classes] better because they could be in their own kitchen and do their own cooking with natural resources like beautyberry”. In this instance, the virtual programming was preferable to the in-person on-site classes, and the site suggested that they may continue these classes virtually since the response was so positive.
Heritage sites were creative in offering unique types of virtual options to attract audiences. For instance, art shows, socials and online birthday parties hosted by heritage sites enabled people to join virtually and, in some instances, sites generated revenue from these events. One study participant said that before the pandemic they had in-person fundraisers, but during the pandemic they started conducting their fundraisers online and in person so that people could participate at their convenience and named it a “hybrid fundraiser”. Another study participant described the popularity of a digital book signing program where audience members could virtually chat with a book author. One of the interview participants illustrated,
We have a local author, and he released a book about the town and [the heritage site used] an in-person book … But I wanted to offer a digital option for people. You know, people may not have been entirely comfortable coming out to the book signing. And so, we offered virtual author chat.
how [new visitors] found us I think a lot of that is because during COVID, like everybody else, we went highly virtual. And I think a lot of people stumbled across [us] through our Facebook live presentations and things like that and…they’re just chomping at the bit to get a chance to come out and actually see the place, so we have seen our organizational memberships go up, as well as visitation. And I truly believe that is just people finally discovering us. You know, we may have to change our whole marketing plan. Also, that what we’ve done for 20 years of being the hidden jewel and we got found.
4.2.5. The Legacy of Fiscal- and Health-Related Adjustments
Although many participants reported that the adjustments made, including virtual programs, were well received by their audiences, there were mixed responses from participants about continuing these offerings post-pandemic. Many participants were enthusiastic about keeping virtual options post-pandemic because they could reach more people. For example, a participant from a park confirmed they would continue offering virtual options and explained, “part of our goal is outreach, and we are avid and very sincere about trying to reach people that aren’t already coming to parks… so it’s not just the COVID thing, it’s part of our outreach”. Another spotlighting the success of virtual programs said, “The one thing that we started to do that became very popular, and we’re continuing to do now, is doing Facebook live sessions”. Yet for some entities, virtual programs stressed the existing skills and resources of the heritage site. A participant from a wildlife center illustrated,
no, I will not continue to do [program offerings] virtually. It does not come across as effectively as of course, seeing things in person. And I’m just not techno savvy [laughs] enough to be very good at it. And I’d rather not put something out there that’s not quality [content]. You know, I’m 64 years old and so it’s [laughs] a little trickier for me.
These new and expanded virtual programs are examples of adjustments made during the pandemic to address both human health concerns and business operations. Given their reception, many adjustments are likely to persist long after pandemic conditions end for those heritage sites with the technological skills and resources to allocate to virtual programs. By continuing to offer virtual programs, heritage sites may reach new audiences and reduce barriers that prevented people from visiting sites. Furthermore, new audiences may increase revenue support for these sites beyond the pandemic.
4.3. Factors Affecting Adjustments
Staffing emerged as one of the most important indirect factors that influenced adjustments. Participants reported laying off staff members, leaving vacant positions unfilled, and reducing volunteer hours. Regardless of method, many participants reported that their sites operated without a full staff during the first year of the pandemic. One participant from a nature center detailed, “I laid off two people COVID wise. I had a director of education who was 45 years here. She retired. I didn’t replace her. My conservation director moved back to…[another city] in August [2020], I didn’t replace her until February this year [2021]”. Another nature center manager commented that three part-time employees left because they found full time jobs in other organizations, while others reported hiring freezes kept vacant positions from before COVID-19 unfilled.
Volunteer unavailability negatively affected many sites’ operations causing entities to adjust their business practices. Most survey participants reported decreases in volunteers during the pandemic. Participants reported volunteers were instrumental in operations like tours, customer service, and ground beautification. A participant from a nature center detailed, “we have one program that relies pretty much solely on volunteers…we tried to engage volunteers in doing it virtually. But overall, that just wasn’t the experience they were looking for, so we did see a significant decrease.” Another study participant from a museum who remained closed a year after the onset of COVID-19 reported that “we are continuing to look for opportunities to open. It’s based more on availability of volunteers than anything…we are seeing plenty of visitor interest…but…waiting until our volunteers come back where a lot of our volunteers are senior staff”. For this heritage site, 98% of their operations depend on volunteer labor, with only one paid employee. Without volunteers returning to full capacity, many heritage sites could not continue regular operations.
Similarly, as we have shown, almost all participants reported transitioning operations to virtual platforms, but this created challenges. Inadequate equipment, insufficient technology, and lack of technological skill negatively affected operations, thus requiring adjustments. For example, one participant reported, “[we were] ill prepared on the technological side…to jump full board into doing those kind of programs [virtually]”. Despite lacking technological skills and adequate equipment, the entities tried to adjust. For instance, another participant said, “we don’t have the equipment, but we’re trying to make do [for virtual programming] with what we have”. To meet these challenges, participants indicated that they tried to adjust with available resources or acquired new equipment or skills when possible. Sometimes this meant expanding the responsibilities of existing staff. One participant described that their intern was more experienced using social media than the manager, so the intern’s job responsibilities evolved to include posting material on the site’s social media pages:
we had an intern at the time, and she did a few extra things. She tried to get the Instagram going and did some livestreams and things like that… [the interns] were usually really great about picking up and enhancing whatever they could with the social media, working on things like twitter.
By capitalizing on existing skills and modifying responsibilities to reflect staff strengths, heritage sites attempted to address limited technological resources.
Beyond limited staffing and technology, lack of funding and reduced budgets generated adjustments to operations. Many entities struggled to maintain business operations due to reduced budgets caused by the pandemic. While talking about budget reductions, one participant reported that constraints increased as the pandemic wore on: “for 2020 we were fully funded…ironically, on this next fiscal year our budget is reduced”. With reduced budgets, some participants tried to adjust by seeking funding from new sources. For example, a participant mentioned that “our leadership is looking at trying to find funding…for extending [a certain] program”. Therefore, decreased funding and budget reductions served as indirect factors that produced disadvantages for entities’ adjustments to the COVID-19 pandemic.
For public, private and non-profit entities, donations played an important role, allowing them to stay in operation, and influenced their adjustments. One participant said that they received donations from not only their long-term supporters but new people, too. “There are people out there who have been supporters of us…[and] in some cases, we got donations from people we’ve never gotten donations from before”. Another participant illustrated how the donations assisted:
then we did live garden tours. It was rough at the beginning…we had an iPad and just quickly got a hotspot…worked in the garden and you just never know who’s in your class…I said in the class… we are quickly adjusting and trying to learn this online format as quick as possible and trying to gather up these online materials and equipment as quick as possible, but we don’t have this equipment, but we’re trying to make do with what we have. And there was a woman in the class, afterwards she emailed me and said, “do you have a budget?” and I said yes, and she said, “send it to me”. And I sent it to her, and she cut us a check for five thousand [dollars]…So you never know who’s listening or who’s watching and that saved us. So, with that we were able to buy microphones, and a nice DSLR camera [with] which we’ve done a lot of our videos.
This donation allowed the site to offer better quality online material to attract virtual visitors. Other entities reported receiving similar gifts to help expand their virtual programming. Moreover, temporary funding from a range of sources, such as private COVID-19 relief grants, FEMA’s Small Business Administration loans, and Congressional funding through the CARES Act, positively influenced the entities’ ability to run operations and implement adjustments. For example, one participant from a museum illustrated that they used temporary relief funds to expand their operations: “the support of the board to go ahead and use the SBA funds…to expand the museum and expand the collection”. Another participant explained, “so financially this last year, even though a lot of it was gifting [donations] and SBA support and things like that, we did extremely well”. Despite the temporary nature of the funding from disaster relief sources, some entities were able to make permanent enhancements to their sites and operations. Therefore, while not the experience of most participants, for some, donations and relief funding helped heritage sites adjust to the COVID-19 pandemic conditions.
4.4. New Opportunities from COVID-19 Adjustments
we have always networked with other rehab centers and nature centers and that kind of intensified during the past year. Because we wanted to make sure that we were following some of the same protocols as per COVID safety as some of the other organizations and also to see how they were handling their staff and…their volunteers. Also, what types of programs that they were offering.
Therefore, networking became a significant source of sharing and learning about the successful measures and enabled the execution of new plans in response to the pandemic. Sharing information and resources enabled entities to overcome some of the COVID-19-induced challenges such as staff and volunteer shortages and limited access to technology. By engaging with practices proven successful by other entities, heritage sites could focus their limited resources on these best practices, maximizing chances for success and profit. These collaborative environments should help entities execute successful plans and mitigate the effects of extreme events in the future.
In addition to networking, many sites used the temporary closures as opportunities for on-site maintenance. These projects proved difficult to implement while open to the public, but the pandemic closures provided an opportunity to repair and renovate their grounds. One participant explained, “So we were closed, and my intern and I were like this is a good time to work on exhibits that we just haven’t had time to do”. Another described that “[we] painted some of our infrastructure, …our buildings on the outside that would have been hard to take care of when we were open”. Projects included indoor and outdoor updates, practical facility maintenance, as well as site beautification and landscaping. Participants spotlighted specific projects that were previously deferred due to frequent visitors, such as improving parking lots, installing restrooms, and performing building maintenance. Moreover, these maintenance projects will benefit the sites and their visitors, far beyond the COVID-19 pandemic.
we recognize that this has allowed people who maybe are in different parts of the city who couldn’t come to an in-person program because of transportation, or physical limitations that they had. They could come and participate virtually. So, our goal would be to offer some programs virtually in the future [post-COVID].
The pandemic provided an opportunity for sites to expand their virtual programming, reach a more diverse audience, and monetize those programs to earn additional revenue from this adjustment. Therefore, almost all interview participants agreed that they would keep up their virtual options post-pandemic.
4.5. Lessons Learned and Recommendations
From this novel research, several lessons and recommendations can be identified for heritage sites to maintain operations during future extreme events. First, social connections and networks played a vital role for all participating entities during the pandemic. Previously established professional networks relied on each other to share information while new groups emerged to meet the evolving risk posed by the pandemic. We encourage heritage sites to maintain and extend these networks as a means of sharing their resources post-COVID-19. By sharing resources, entities can learn best practices both during extreme events or periods of normalcy that can improve business practices.
Second, virtual programs became a key component of pandemic business practices; however, many participating entities reported that they initially lacked the skills and/or technology to shift programs to virtual formats. Those with staff familiar with social media were able to move content online more efficiently and effectively than those without existing skillsets. As many entities wanted to keep the virtual options post-COVID-19, we recommend training staff and volunteers to master online technology and help maintain that skillset prior to the next extreme event. Moreover, many participating entities reported that they had to acquire new technology to meet virtual programming demands whereas others did not have the funding to acquire those technologies. Therefore, thirdly, we recommend budgeting for virtual options to buy equipment and other resources.
Finally, as revenues shifted during the pandemic, especially related to visitors, many entities found themselves depending on grants to maintain their budgets. Therefore, we encourage governments and non-profits to expand grants and low-interest loans options and make them easily accessible during extreme events for heritage sites. While many state and federal heritage sites were eligible for federal grants during the COVID-19 pandemic, many private and non-profit sites reported ineligibility from relief funding. Therefore, by increasing eligibility and access to government support, heritage sites can better adjust to changes brought by extreme events in the future.
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