Our Learning for the Future Conference will feature professionals from within and beyond the evaluation and heritage sectors, offering their expertise through a range of presentations, panel discussions and breakout sessions. Take a look at our programme so far to see just some of the experts contributing to the day:
Watch this space – many more speakers to be announced soon!
DAY 1 Evaluation: What is it and why is it important?
The first day will set the scene and provide an overview of evaluation and what it entails. This day will also feature an evaluation of the HLF Catalyst Programme and give the perspective of funders. Day 1 will be essential for anyone looking to understand the significance of evaluating heritage projects. The day will consist of presentations, panel discussions and case studies and will finish with an evening drinks reception.
9:45 Session 1
Ian Marcus, MA, FRICS has been Managing Director of Evans Property Group Limited since May 2012. Ian has been with Evans Property Group for 20 years and was an Adviser and Consultant. He was appointed as a Senior Consultant to Eastdil Secured and Wells Fargo Securities in 2013. He spent over 32 years as an Investment Banker latterly at Credit Suisse First Boston, having previously worked for Bank of America, UBS, NatWest and Bankers Trust/Deutsche. He specialised in the real estate sector throughout his time in the City.
Ian is a Non Executive Director at Town Centre Securities plc, The Crown Estate and at Secure Income REIT Plc where he serves as its Senior Independent Non-Executive Director. He is currently a Trustee of the Prince’s Foundation for Building Community, after being Chairman of The Prince’s Regeneration Trust for 10 years.
Dr. Ulrike Hotopp is an economist with expertise in impact assessment and evaluation, based on 16 years’ of experience in the Government Economic Service. She has led on appraisal and evaluation methodology in the Department for Business, Innovation and Skills where she contributed to the development of the Magenta Book, the UK Government’s central guidance on evaluation. Ulrike holds a PhD and MA in Economics from the University of Sussex and an MA from the Central European University in Prague and is a council member for the UK Evaluation Society.
The UK Evaluation Society is a professional membership organisation existing to promote and improve the theory, practice, understanding and utilisation of evaluation and its contribution to public knowledge and to promote cross-sector and cross-disciplinary dialogue and debate.
Matthew recently joined the AHF from the Churches Conservation Trust (CCT) where, as Director of Regeneration, he led a highly successful team developing innovative new uses for historic churches.. Matthew also developed the Trust’s work on social impact measurement, including its first ‘Theory of Change’, and developed a consultancy service to enable churches to access the CCT’s expertise. Prior to joining the Churches Conservation Trust Matthew worked in the Regeneration Directorate of Lambeth Council.
The AHF is a registered charity, working since 1976 to promote the conservation and sustainable re-use of historic buildings for the benefit of communities across the UK. They do this by providing advice, information and financial assistance in the form of early project grants and loans. The AHF’s lending resources are now worth nearly £13 million as a result of successive government grants, donations and accumulated surplus of income over expenditure.
Carolyn began her banking career with National Westminster Bank before moving on to MLA Bank Limited where she had responsibility for property investment and development lending. She went on to be responsible for the bank’s social housing activities. She arranged finance for the first housing PFI scheme and also worked on project finance and limited recourse financing deals. She is now the Banking Director at Charity Bank.
Charity Bank is a savings and loans bank with a mission to use money for good. Their savers entrust to them to make loans to charities, social enterprises and organisations with charitable purposes. The community of borrowers, savers, shareholders and staff are all working towards one goal – helping to create lasting social change in our communities. Charity Bank offer loans from £50,000 to £3.25 million and more in partnership with other lenders.
Ian Thomas, Head of Evaluation Arts, British Council
Ian Thomas is Head of Evaluation for the Arts at the British Council, where he leads the evaluation and development of the evidence base for both the British Council’s global arts programs as well as for how the arts contributes toward developing cultural relations. Prior to his work at the British Council, he worked for Telford & Wrekin Council in the UK leading development on a number of cultural and music education programs. Previously, he worked for Arts Council England. He is a graduate of both the University of Liverpool and the University of Durham.
The British Council is the UK’s international organisation for cultural relations and educational opportunities, building lasting relationships between the UK and other countries. It is an essential part of the government’s international effort to promote British values and interests. British Council is an executive non-departmental public body, sponsored by the Foreign & Commonwealth Office.
14:00 Session 2
Dr Kion Ahadi is the Head of Evaluation at the Heritage Lottery Fund. He holds a degree in Business Economics, MSc in International Business and a PhD in Sociology. His professional career has previously spanned Government Operational research, Management and Leadership education and Innovation and Healthcare research. Prior to his position at the HLF, he worked as the Head of Research and Evaluation for Creative Skillset.
Evaluation is key to The Heritage Lottery Fund (HLF). Asking projects to carry out evaluation supports them to demonstrate that a difference has been made to heritage, people and their communities, to know whether a project has spent its money appropriately and to see that desired outcomes have been achieved.
Ruth has worked in the field of research and evaluation for the last 15 years and leads on the development of RF Associates, a research and evaluation consultancy set up almost three years ago. As a team they undertake the whole breadth of research methodologies including desk research, qualitative and quantitative research, and make use of a wide range of consultancy methods. They have expertise in developing evaluation frameworks including the development of logic models, associated outcomes and providing support and advice on the survey tools required to deliver ongoing monitoring or summative assessment. Ruth and her team have completed various projects in the heritage sector, most recently they reviewed over 200 evaluation reports for the Heritage Lottery Fund assessing the quality of those evaluations and the evidence provided of outcomes achieved.
Ruth works as a senior consultant, advising charities and funders to help them understand, measure and communicate their impact. She co-authored ‘What makes a good charity? NPC’s guide to charity analysis’, and ‘Global innovations in measurement and evaluation.’ Since joining NPC Ruth has worked across the spectrum of our work with charities, individual philanthropists, grant-making trusts and wider shared measurement projects. Ruth joined NPC from Community Action Norfolk, where she led on policy and member engagement. NPC is a charity think tank and consultancy that occupies a unique position at the nexus between charities and funders, helping them achieve the greatest impact.
16:15 Closing remarks
17:00 Drinks reception
Take the opportunity to continue discussions from Day 1 of the conference, network with the varied range of attendees from within and beyond the heritage sector and celebrate the final event of the BRICK programme!
DAY 2 Evaluation: Top tips and techniques
The second day will focus on how to prepare and deliver high quality evaluation within the heritage sector, process and best practice, and will also include reflections on the BRICK Programme itself. This day will be structured around presentations, breakout sessions, panel discussions and The BRICK Awards – celebrating the achievements of BRICK mentoring projects and providing attendees with excellent case studies of heritage projects.
9:30 Session 3
Ros Kerslake joined the Heritage Lottery Fund as Chief Executive in July 2016, from The Prince’s Regeneration Trust where she was also CEO and helped to found the BRICK programme. Among her achievements at The Prince’s Regeneration Trust, Ros led the team that saved one of the last working Victorian potteries in the UK, Middleport Pottery, bringing new life and business to the restored site. She currently sits on The Heritage Alliance Board, and chairs the Regeneration Leaders Network. Ros is a non-executive director of U and I group, a regeneration based property developer, and a member of the Community, Voluntary & Local Services Honours Advisory Committee. Ros was awarded an OBE in the 2015 New Year’s Honours list for services to British heritage.
The Heritage Lottery Fund are the largest dedicated funder of heritage in the UK. They use money raised by National Lottery players to help people across the UK explore, enjoy and protect the heritage they care about. Since 1994, the HLF have awarded £7.7billion to over 42,000 projects across the UK, with grants starting from £3,000.
Rosie was previously Executive Director of The Prince’s Regeneration Trust. During the eight years Rosie was at The Prince’s Regeneration Trust she oversaw the project team working to deliver a range of projects for community groups and building owners across the UK. Rosie is now a consultant and founded Rosie Fraser Associates in 2018.
Rosie is a member of the Royal Institute of Chartered Surveyors and Land Economy, and has a PRINCE2 Foundation Certificate. She also has a BA (Hons) in History and an MBA.
Biljana is an independent planning and design consultant based in London. Having initially worked for a number of architectural practices and a construction management consultancy, she spent over 15 years at senior positions in spatial masterplanning, public and charity sector advisory bodies, including The Prince’s Regeneration Trust, which included the founding of the BRICK programme, and The Prince’s Foundation for Building Community, The Commission for Architecture and the Built Environment (CABE) and Space Syntax Limited.
Her current professional roles include Directorship of The Academy of Urbanism and membership of the Design Council’s Built Environment Expert (BEE) and The Glass House Community Led Design’s enabling panels. Biljana is a registered architect and a chartered member of The Royal Town Planning Institute (RTPI), a certified facilitator, project and programme manager.
Niall Phillips, Partner & Architect, Purcell
Niall Phillips, BA DipArch RIBA is Purcell’s Head of Design & Regeneration – he looks after the practice’s regeneration work, in particular with third sector agencies. An architect by training, Niall was also a founder of the Vivat Trust for building preservation in the UK, the Brunel Engineering Centre Trust, Bristol and Chairman of the Clevedon Pier Trust for over 20 years during which he helped to rescue the Grade 1 listed Clevedon Pier from dereliction and collapse. He has a track record for securing major funding from sources such as the Heritage Lottery Fund.
Award winning architects Purcell are a firm of architects, designers, heritage leaders and specialist consultants.With global reach, and based in UK and in Asia Pacific, they undertake projects across eight core sectors working on projects that involve sensitive sites, listed buildings and admired places. For seven decades, they have been making sure that their clients’ buildings are designed for use today and for future generations.
14:00 Session 4
Since joining the team in 2013, Rachel has worked on major capital projects All Souls Bolton and Quay Place, with particular emphasis on craft skills programming, financial management and activity planning. Prior to joining the Trust, Rachel worked for the Norwich Heritage Economic and Regeneration Trust on their award-winning project, SHAPING 24, a cultural tourism initiative leading on community engagement projects and promoting 24 iconic buildings across Norwich and Ghent. She has a RIBA Certificate in Construction Project Management, is a qualified project manager (PRINCE2) and has a MA Cultural Heritage and Museum Studies from the University of East Anglia.
The Churches Conservation Trust is the national charity protecting churches at risk. They care for the churches vested by the Church Commissioners of the Church of England, repairing the damage from sometimes years of neglect, and work with local communities to bring them alive again.
Dr Asimina Vergou is the evaluation manager at HLF focusing her work on measuring impact of green heritage programmes, how organisations become more resilient and young people’s engagement with heritage. Her passion lies on improving practice through research and evaluation. Asimina’s experience includes more than ten years of work in public engagement with science ranging from being responsible for the learning programme in a Greek botanic garden, to managing UK and European projects on teacher professional development and social inclusion in botanic gardens. Her PhD research focused on how students learn when they visit botanic gardens and school-botanic gardens organisational collaborations.
Stephen has worked as an Evaluation Manager at the Heritage Lottery Fund since September 2016. His remit has included involvement on evaluations of work based training, the reach and impact of First World War Centenary activities, factors influencing the content of townscape heritage project submissions and the development of tools to measure the success of heritage enterprise projects. Stephen also oversees a number of HLF surveys and has helped to develop and deliver evaluation training within the organisation. Before joining HLF, Stephen worked for 12 years within research and evaluation environments for Sector Skills Councils and as an independent consultant.
Jamie Buttrick, Director, Consilium Research & Consultancy
Jamie has over 17 years’ experience of managing and delivering research studies for a range of clients including Arts Council England, Skills for Care, Macmillan Cancer Support, The Wise Group, The Heritage Alliance, the Welsh Government and the Big Lottery Fund. Consilium have a depth of knowledge across a range of fields including regeneration and renewal, economics, arts and culture and civic participation.
Consilium have carried out the external evaluation of the BRICK Programme.
15:30 The BRICK Awards
The BRICK Awards will celebrate the achievements and legacy of BRICK. A panel of sector experts will review the nominations and declare a winner under each of the five key themes below. The winner of each category will be the group that has shown outstanding commitment to progressing their project in that area. An overall BRICK CHAMPION will then be chosen from the five individual winners, to be announced by Ros Kerslake in the closing remarks. The shortlisted projects are:
• Blackburn Cotton Exchange, Blackburn, Lancashire
• High Mill, Alston, Cumbria
• Brymbo Ironworks, Wrexham, Wales
• St Austell Market House, St Austell, Cornwall
• House Mill, Bromley-by-Bow, London
• Chance Glassworks, Birmingham, West Midlands
• Trent Park House Museum, Enfield, London
• Middlewich Heritage Project, Middlewich, Cheshire
• Montagu Monuments, Warkton, Nottinghamshire
• Graylingwell Chapel, Chichester, West Sussex
• Leigh Spinners Mill, Leigh, Greater Manchester
• Beckery Island, Glastonbury, Somerset
Options and Visioning
• Great Yarmouth Winter Gardens, Great Yarmouth, Norfolk
• Shambellie House, New Abbey, Scotland
• Stonehaven Court House, Stonehaven, Scotland
16:00 Closing remarks