Master plans

Master Planning 101

Master Planning 101

As a designer dedicated to the long-term planning of zoos and aquariums, I’ve had to explain the process of master planning many times, and although every zoo and aquarium is different, the best master plans (i.e. those which have been implemented) always follow a similar structure. In this post, we address the most commonly asked questions to help you understand what master planning is, when is the right time to start, and who should be involved.

Happy Anniversary! 10 Years of DesigningZoos.com

Can you believe this summer marks ten years of my little corner of the internet talking about design and the future of zoos and aquariums? Although my posting has become more infrequent as my professional life has evolved, you--my supportive and sometimes thoughtfully critical reader--remain constant. I owe you a huge Thank You for reading my ramblings, and contributing your thoughts. For funsies, I thought we'd review a few of the highlights from the past 10 years and over 200 posts!

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Top Ten All-Time-Most-Popular Posts (by visits)

10. "Visitors: An Overlooked Species at the Zoo" (2013) by guest blogger and colleague, Eileen (Ostermeier) Hill. Discusses the critical importance of visitor studies at zoos, some hurdles to studies, and the role of designers relative to visitor studies.

9. "The Future of Zoos: Blurring the Boundaries" (2014) a second entry by guest blogger and obviously brilliant colleague, Eileen Hill. Powerpoint presentation with script about trends in zoos today and how they may play out into zoos of the future. Eileen proposes zoos of the future will by hybrids of multiple science based institutions.

8. "St. Louis Zoo's SEA LION SOUND" (2012). Showcasing the then-new exhibit at the Zoo including fly-thru video, photos of new exhibit, and interview with one of the architects from PGAV Destinations who helped bring the design into reality.

7. "SAFARI AFRICA! Revealed at Columbus Zoo" (2012). Announcement of the ground-breaking of the eventual AZA Top Honors in Design award-winning Heart of Africa (renamed). Includes renderings and site plan.

6. "Underdogs: The Appeal of the Small Zoo" (2013). Exploration of what makes small zoos so appealing to visitors, and meaningful to work for as a designer. Features Binder Park Zoo, Central Florida Zoo, and Big Bear Alpine Zoo.

5. "In Marius' Honor" (2014) by guest blogger and now Project Manager at the esteemed Monterey Bay Aquarium, Trisha Crowe. Trisha explores her emotional reaction to the Copenhagen Zoo's disposal of Marius the giraffe, and implores readers to support zoos, no matter your stance on animal rights.

4. "Small and Sad: Dubai Zoo's Relocation on Hold Again" (2009). Occurred to me today, should have been title "Small and SAND", but the sad state of the old zoo is what made this post so popular. Includes design plans and renderings--which I am sure are woefully out of date. Anyone have any updates??

3. "How to Become a Zoo Designer" (2014). After about 25,000 emails from aspiring zoo designers asking similar questions, I just went ahead and wrote it up to shortcut a step... Still, feel free to email me--I always write back. Let's be pen pals!

2. "The Next Zoo Design Revolution" (2008). One of my very first posts, which explains the popularity. Some say naïve, some say gutsy look at incremental revolution in zoos. The future of zoos has been examined at least 300 times since this one, but in re-reading, I see some kernels of accuracy. Expect an update soon...

And in the #1 spot....

1. "A Quick Lesson in Zoo Design History" (2008). Perhaps my second post ever, which again explains it's number 1 spot. A not-as-advertised look at zoo design history which, I have a feeling, has been referenced by many of the 25,000 students (above) in their zoo projects. Holla at me if you cited me!

Top Ten Recommended Reads for Zoo Designers (aside from those above)

10. "To Safari or Night Safari" (2008). I'm a sucker for the title. But this post examines the very slow to catch on trend of after-hours programming or extended zoo hours as a feasible method to increase attendance. Post-posting amendment: in particular, this is a great strategy for targeting adults without kids.

9. "Does Winter Have to be a Dead Zone at the Zoo?" (2013). I cheated a little on this one. I didn't actually post to DZ.com, but to my blog at Blooloop.com where many of my more recent posts have been landing. This one discusses another strategy to increase attendance by targeting the most difficult time of year for temperate zoos: winter.

8. "Zoo Exhibits in Three Acts" (2011). Storytelling in zoo exhibits, told through, what else?: a story.

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7. "8 Characteristics of Brand Experience" (2018). A new one! Understanding what makes strong brands so very strong is important and applicable to new attractions at zoos and aquariums. Examined through the lens of non-zoo brands, like my fav: OrangeTheory.

6. "Interactivity and Zoos" (2013). Examining the different modes of interactivity that are available in zoos, and how they can be applied to experience. A good primer.

5. "How Animal Behavior Drives Zoo Design" (2011). Starting with animals in design can be overwhelming. What information is pertinent to a designer, and what is just interesting to know. Another good primer for learning the basics of zoo design.

4. "Chasing Big Cats: Snow Leopards and Perseverance" (2017). Being a good designer is about so much more than just having cool ideas and being able to communicate them well. Learn the qualities intangible qualities that make good designers, GREAT. Don't be afraid...hint, hint.

3. "Making Responsible Tacos: Conservation Brand Perception at Zoos and Aquariums" (2015). Adapted from a talk I gave, I examine how aspirational brand should translate to experience in zoos and aquariums using the popular taco analogy. Yum. Tacos.

2. "Five Zoo Innovations that have been around for Decades"Part 1, Part 2, Part 3, Part 4, Part 5 (2014). Again, pulled from Blooloop. A series of 5 posts examining design elements and characteristics that American zoos have been implementing for decades. This series was an angry reaction to the 'revolutionary' design of metal pods floating through a zoo in Europe. A woman scorned...publishes 5 posts to prove how you don't know anything about innovation. Ha!

1. "Zoos in a Post Truth World" (2017). What every zoo and aquarium advocate needs to consider in this continued atmosphere of skepticism, critique, and distrust. As a zoo designer, you must be aware of changing perceptions and the power we have to shape them.

Top Ten Things I Learned in the Last Ten Years (Blogging or Otherwise...)

10. I'm not shy; I'm introverted

9. How to poop in a hole while wearing 3 three layers of snow pants

9a. Always pack enough Pepto tabs (at least 2 per day while away)

8. I'm not good at social media (see: 10 years of blogging and 600 Twitter followers, probably mostly for cat pics)

7. And speaking of cats, the rubbery buttons of a TV's remote control makes said remote an easy tool to remove cat hair from sofas and pants

6. I sleep better when flying in Business Class

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5. Always pay the extra money to hire movers to load and unload that U-Haul

4. Writing isn't hard. Just start typing and...

3. Confidence

2. I lose all 'adultness' around ice cream and baby animals

1. Zoo and aquarium people are really the best people in the world.

Here's to many more decades of Zoo & Aquarium design!

With love and respect--

Your friend, Stacey

Underdogs: The Appeal of the Small Zoo

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I’ve always been partial to the underdog.  Those whose beliefs and perseverance outweigh the skeptics' might by shear doggedness and tenacity.  Those tirelessly working to do right despite just scraping by. I’m one of those people who gladly buys the opening band’s CD despite not having anything on which to play it.  I always choose a local restaurant over a chain.  My March Madness bracket is upset city, and I never liked that Michael Jordan.

The same is true for zoos and aquariums.  Don’t get me wrong…I love the big guys and the top-notch experiences they offer.  Their excellence in care, leadership in conservation and education, and ability to fill a day with shows, thematic exhibits and fun activity; the star species and large, diverse collections they maintain.

But there’s just something about the little guys.  The ones caring for an oftentimes misfit collection of domestic goats, non-releasable hawks, three-strikes bears, confiscated leopards and donated snakes.  Those whose skeleton staff, supported by an army of volunteers, work 18 hour days and happily offer up their own home as an impromptu nursery or quarantine area.  Those zoos and aquariums whose budgets for capital improvements over the next 15 years barely equal the cost of a single exhibit at a world-renowned counterpart.  The little guys.  The underdogs.

So what constitutes an underdog zoo or aquarium?  It’s something I’ve been thinking about a lot lately, but on which haven’t truly come to a conclusion.  There’s something about its physical size—probably less than 35 acres; something to do with its attendance—maybe less than 100,000 annually; gotta’ include its capital expenditures, its market reach, its operating costs, its staff size and its collection size.  But, really, there’s always going to be exceptions.  What it comes down to is the feel.  Just good ole’ fashioned, gut feeling.  Like U.S. Supreme Court Justice Stewart famously said, “I shall not today attempt to further define {it}…But I know it when I see it.”

My love affair with the little guys probably began with my first real zoo job.  I spent an undergrad summer bumbling through the construction of a Colobus monkey exhibit, part of the huge Africa expansion at the Binder Park Zoo.   Flummoxed by construction documents my zoology classes hadn’t prepared me for, I found myself wandering the existing zoo grounds during lunches or after quitting time.  I remember most the intimacy of visiting prairie dogs, digging through their dirt pile exhibit, interacting with the talking ravens, housed in a welded wire mesh aviary, and the simple beauty of exhibits carefully located between the towering old growth trees of the Michigan zoo’s deciduous forest.  Even with the expansion, this zoo’s character is that of a walk in the woods; the African hoofstock and giraffes wandering the plains of a meadow that just happened to be there.

Similarly, the Central Florida Zoo, located just outside theme park mecca Orlando, takes advantage of its site to create more of an enhanced nature walk than the in-your-face, wholly man-made sensibility of a larger zoo.  Rusticity is embraced and forgiven in a setting where you might expect to spot a free-ranging and truly wild alligator or Florida panther lurking in the swampy woods of the zoo grounds.  This is a place where you know—from the moment you pull into the vehicular approach surrounded by the tunnel of live oaks dripping in Spanish moss-- to slow down, to take your time.  You can see it all and do it all.  There’s simply no rush.

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Boardwalk and exhibits at CFZ

Despite the Central Florida Zoo’s lack of both pathway hierarchy and organization based on distinctly defined regions (which do in fact seem to be defining characteristics of a small zoo), you won’t get lost.  And so what if you pass by the porcupine exhibit two or three times in order to see the whole zoo.  He’s sleeping conveniently in a location where you can get a good, close look at him.  From the gravel parking lot and train ride outside the zoo gates to the elaborate spray pad surrounded by shaded seating, this zoo is quaint, and filled with an unmistakable sense of community.  In this region, so ostentatiously built for tourism, this little zoo provides an escape to normalcy and a place for residents (and tourists alike) to enjoy a quiet afternoon in nature with family.

Good sleeping spot, my friend.

Good sleeping spot, my friend.

Perhaps the most meaningful zoo design experience I’ve had is with the Big Bear Alpine Zoo.  PGAV’s partnership with the struggling Moonridge Zoo (as it is formerly known) began way back in 2005 when we interviewed in the beautiful San Bernardino Mountains in southern California.  The existing zoo, which was the result of many years of dedicated work rehabbing the regions’ animals devastated by negative human interactions, is located on 2 acres in the parking lot of a local ski resort.  The animals living here are non-releasable rehabs and confiscations, like Yoda, a Sawet owl, whose wing was amputated after being hit by a car.  The animals are well-cared for, but the physical Zoo itself does not reflect the level of care and the conservation / education significance of the facility.  Exhibits are chainlink and welded wire, crammed one after the other into its two acres.

Yoda from Big Bear Alpine Zoo

Yoda from Big Bear Alpine Zoo

We were hired to create a master plan and eventually to the design a wholly new zoo on a larger site, but still on a tight budget.  And over the years, we’ve watched as the community support for the project has grown--despite bumps in the road.  One day, the new zoo will be complete; the animals will have spacious new homes, the visitors will have an enriching experience, and I’ll be absolutely humbled to have been a small part of making a difference for such a worthwhile institution.

Kit foxes released after care at Big Bear Alpine Zoo from BBAZ

Kit foxes released after care at Big Bear Alpine Zoo from BBAZ

So, for me, the appeal of small zoos and aquariums stems from the fact that it seems, as designers, we can affect change the most at these institutions.  These are facilities which rarely have capital for major physical changes.  Places with big visions, but limited resources.  These facilities need master plans not only for fundraising and planning purposes, but for the team building and strategizing they provide—for clarity of vision.  They need experienced consultants that can offer creative and low-cost solutions to design issues; provide guidance on guest experience.  Oftentimes, simple changes drastically affect the public perception of a place —and sometimes just the act of planning itself illustrates such commitment and resolve to achieve more that the zoo is elevated in the public’s eye.  Many of today’s powerhouses began as just ‘a small zoo,’ but with the support of the community, were able to grow slowly and steadily over the years.

Do not overlook the little guys.  Especially the little guys who’ve made the extra effort to become accredited by the AZA (or EAZA, IMATA, or AMMPA).  This is an amazing feat for an institution of any size.  And as we know, underdogs can impact the world just as mightily as the conventional leaders.  We just need to give them a chance.

Why Master Plan?

A few months ago, I visited with a potential client--who will remain unnamed-- dealing with a complicated case of left-overs.  An older institution with aging and non-immersive exhibits, a disconnected and fragmented campus, and plans in the works for a sister institution.  As we toured the facilities, the director, aware of experiential and logistical issues of his multi-faceted campus, asked how I could help with one specific exhibit.  I smiled and indulged him in some top-of-the-head design suggestions about visibility and theming, but ended by asking, “And what are your plans for this space?” (indicating the mostly unused plaza surrounding the exhibit). “Well, we’re not sure.  We want to change it all.  Eventually.”  

I dropped my notebook to the floor and screamed, “Stop! Don’t touch this exhibit until you develop a master plan!”  I didn’t really do that.  But I wanted to.

What I did do was explain the importance of master planning.  Master plans are essential to the long-term success of zoos and aquariums.  They are tools for exploring and pinpointing issues. They are compasses to keep your staff on track.  They are road maps for the future.

But why, you ask.  Why do we master plan?

To answer the why, let’s look at the how.  Generally, master plans are led and completed by zoo designers, and should include three parts: Analysis, Product Development and Implementation Planning.  Each phase sets the stage for the next.

In Analysis, we look at as many aspects of the park as possible, from your market and penetration to building condition.  We pour over visitor surveys, attendance and revenue records.  We inspect each exhibit and every building.  We talk to staff from maintenance to keepers to administrators.  We gather and analyze, zeroing in on things that you’re doing well and things that are issues.  At the end of Analysis, we create a set of overriding Goals and Strategies for the extent of the master plan.

The Goals are big.  Increase attendance.  Become world leaders in conservation.  Educate our guests.  The Strategies are much more specific—and in direct response to the Analysis.

For example, if our goal is to create a financially sustainable organization, some strategies may include adding a new dining facility, increasing appeal of special events rental facilities, or creating budget-friendly new attractions.

These Goals and Strategies inform and guide the Product Development process; they pinpoint specific tasks to be achieved, specific projects to be created.  And in the Product Development stage, we delve into these projects.  We brainstorm and explore multiple options for projects—creating many more ideas than what we could feasibly achieve in the master plan period.  With these options in hand, we systematically evaluate each through the filter of the master plan goals—which often includes market testing.  At the end of the Product Development phase, we’ll have a list of selected projects with conceptual storylines, plans, sketches, imagery and rough estimates.

Tulsa Zoo Master Plan, from Tulsa Zoo

Tulsa Zoo Master Plan, from Tulsa Zoo

With these projects defined, we finish the master plan by completing an Implementation plan.  This phase allows us to understand ‘how’ to get these projects instated.  We create a phasing plan—when will each project be rolled out?—and a funding plan—how much capital will the zoo need to raise by what dates?  Finally, we create illustrative site plans defining what the zoo will look like at determined intervals (ie every 1, 3, or 5 years).

At the end, the zoo will walk away with a comprehensive plan to achieve specific goals over a set timeline.  Generally, master plans plan 10-15 years out.  Of course, things come up and even the best laid plans get waylaid.  These surprises are exactly why master plans are so important.  Because we spent so much time creating the guiding Goals and Strategies, any new issue that comes up should be tackled through the same lenses as the planned projects.  Of course, Goals and Strategies may be adjusted over the years, but if the zoo finds their strategic outlook has changed dramatically from the master plan…it’s time to master plan again!

“The Master Plan gave us direction to accomplish these goals and puts us on the path to creating a more enjoyable, interactive and rich experience for the future,” said Stuart Strahl, director of Brookfield Zoo.

Finally, master plans are critical for zoos to move forward—logistically.  Through a master plan, zoos have specific projects to show off, to fundraise for.  The master plan provides essential visual and verbal descriptions that get the market excited and motivated to give.  Not only that, the master plan is a concise definition of who the zoo is (brand today), and where they want to go (brand tomorrow).  It’s a great handbook for employees, and a wonderful platform for marketing.

If your zoo doesn't have a master plan, or its master plan is out of date, the best time to start a new one is right now.