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Strategic plan for inclusive digital innovation

Strategic plan for inclusive digital innovation

Needs assessment and vision building
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Learning Outcomes

At the end of this module, you will be able to:

Knowledge:

  • Understand how to assess organisational digital readiness and stakeholder needs.
  • Know how to align digital strategies with mission, inclusivity, and sustainability.
  • Be familiar with governance, ethical, and legal frameworks (GDPR, copyright).

Skills:

  • Define objectives, results, and indicators for digital strategies.
  • Plan strategies that integrate accessibility, inclusion, and internal capacity.
  • Monitor, evaluate, and refine strategies using feedback and impact data.

Attitudes:

  • Value inclusivity, accessibility, and ethical practice as core to digital planning.
  • Demonstrate openness to hybrid and innovative approaches.
  • Adopt a collaborative and long-term mindset in digital transformation.

 

Index

Unit 1: Needs Assessment and Vision Building
Section 1: Identifying organisational needs and capacities
Section 2: Aligning digital strategy with mission and potential
Section 3. Mapping and engaging stakeholders
Section 4: Exploring hybrid formats and digital-humanities approaches

Unit 2: Designing an Inclusive and Sustainable Strategy
Section 1: Setting objectives, results, and indicators
Section 2: Embedding inclusion and accessibility
Section 3: Ensuring economic and environmental sustainability
Section 4: Building internal capacity for digital transition

Unit 3: Implementing, Monitoring and Improving the Plan
Section 1: Ensuring ethical governance
Section 2: Tracking and assessing progress and impact
Section 3: Testing the strategy with stakeholders’ collaboration
Section 4: Using evaluation data to refine the strategy

 

Identifying organisational needs and capacities
    1. People (who does the work?)
  • Who is involved in digital tasks?
  • Which skills already exist internally?
  • Are seasonal staff trained every year?
     
You can identify your digital needs by checking 4 simple dimensions. 2. Content (what do you have?)
  • What digital materials do you already have?
  • Are they up to date?
  • Are they accessible (captions, descriptions)?
 

A clear needs assessment:

 Helps prioritise actions

Avoids complex or unrealistic plans

 Supports long-term sustainability

 Guides the creation of a simple and effective digital vision

    3. Processes (how do you work?)
  • Is there a routine for digital work?
  • Are instructions written down?
  • How do you manage new staff?
   
    4. Tools (what do you use?)
  • Which digital tools do you use?
  • Are they easy to maintain?
  • Do you have shared storage?
   
Exercise

The 4-Dimension Quick Scan

To perform an internal needs’ assessment, complete the table below with only one item per category:

Dimension Write 1 element you have Write 1 need/gap you identify
People e.g., One volunteer posts on Facebook e.g., Seasonal staff need a quick guide
Content e.g., Photo archive exists e.g., No captions or bilingual text
Processes e.g., Website updated monthly e.g., No written instructions for digital tasks
Tools e.g., Google Drive folder e.g., Files not organised or accessible

 

Aligning digital strategy with mission and potential

A digital strategy works only if it supports the organisation’s:

 Mission (why you exist)    Audiences (who you serve)    Capacity (what you can manage)     Values (inclusion, accessibility)
 
Start from your mission statement. Then link it to one or more digital objectives. 
Examples of mission → digital goal:
 
 

Mission
Preserve local memory

Digital goal
Create simple digital stories or bilingual content

 

Mission
Engage the community

Digital goal
Use social media or newsletters to share local events

 

Mission
Promote accessibility

Digital goal
Add captions, alt-text, easy-to-read formats

 

Mission
Promote accessibility

Digital goal
Add captions, alt-text, easy-to-read formats

 

Exercise

One-Sentence Digital Goal

Complete two prompts:

1.Write your mission in one short sentence:

Example: “We preserve local heritage and promote community participation.”

2.Create one digital goal linked to your mission:

Example: “We want to use digital tools to improve [what] in order to support [mission element].”

Example output:“We want to add bilingual captions to support our mission of accessibility.”

Mapping and engaging stakeholders

To build a meaningful digital strategy, small cultural organisations should gather input not only from inside the organisation but also from the community, especially vulnerable groups.
Use these 3 categories to guide your consultations:

1. Internal stakeholders

People inside your organisation who know your daily work (staff, volunteers, seasonal workers, board members).

Ask them:

  • What digital tasks are difficult?
  • What do we need to work better?
2. Local community

Local groups who interact with your space or benefit from it (schools, families,) and the ones who may face barriers (visually impaired visitors, 
older adults with limited digital skills,  people with mobility challenges)

Ask them:

  • What content or support would help you engage more with us?
  • What simple digital improvements would help you?
3. Institutional  & technical partners

People who can support or advise.

  • Municipality/local authorities
  • Tourism offices
  • Museums/archives in the same area
  • Local IT providers
  • Universities
  • Digital freelancers
  • Youth groups with digital skills

Ask them:

  • Which tools or solutions would fit a small organisation like ours?


 

Mapping and engaging stakeholders
Plan how to engage them
Engagement can be simple and low-cost
Ways to involve stakeholders:         When to engage:         Keep it simple:
 Short meetings or online calls        Early → to understand needs      

 Use clear communication

 Small focus groups  

  During development → to test ideas

     Share short documents
 Asking for feedback via a simple form  

 At the end → to validate your strategy

     Provide easy ways to contribute
 Co-creating content (videos/ photos)          
 Inviting them to test your digital tools 
(virtual tours, apps, audio guides)
         

 

Look at two of the best practices of the DIGIMUSE ENTER Collection:
Piccolo Museo del Diario
Consulted visitors with visual/hearing impairments to design accessible stations.
Museo Forte Belvedere
Worked with local experts to create a virtual tour for inaccessible areas.


 

Exercise

Stakeholder Map + One Quick Question

Based on your mission and digital goal identified before, fill a simple stakeholder map choosing one stakeholder per category:

Category Your stakeholder What you will ask them
Internal staff / volunteer / seasonal worker What digital tasks are difficult for us?

Community

school / family group / senior centre

What digital support would help you engage more with us?

Accessibility groups

visually impaired group / older adults / local NGOs What barriers make our content hard to access?
Institutional/Technical

municipality / library / IT provider / university

What simple solutions fit our capacity?

 

Exploring hybrid formats and digital-humanities approaches

Hybrid formats combine onsite and digital elements.

Digital-humanities approaches use simple digital tools to interpret, present or document culture.

For small organisations, they do not require complex technology but just small, workable additions to your current offer.

Why are they useful?   Do you already have them?     How could you improve them?
  • Make your content more accessible
  • Reach people who cannot visit
  • Support schools and community groups
  • Help preserve stories and objects
  • Easy to maintain with small teams
  • Work well with seasonal programming
  • Do you use QR codes?
  • Do you share short stories online?
  • Do you record audio or simple videos?
  • Do you have any digital cataloguing?
  • Do you use AI?
  • Do you use basic machine translation?
 
  • Add captions or bilingual text
  • Organise photos and descriptions in one shared folder
  • Create one digital story per month
  • Produce short audio guides with a smartphone
  • Offer a simple digital resource to schools

 

Exercise

Design a Simple Hybrid Idea 

Based on your digital goal and identified stakeholders, chose one of the following element within your organisation:

  • An object
  • A story
  • A small exhibition
  • An activity for schools

Then answer these questions:
1. What digital element would make it more accessible? (choose one)

  • QR code
  • Photo + caption
  • Audio description
  • Short video (under 1 min)
  • Mini podcast
  • Simple digital worksheet

2. Do you already have something similar?

  • Yes → How can you improve it?
  • No → How could you start with a very simple version?
Designing an inclusive and sustainable strategy
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Setting objectives, results, and indicators

Now, you are not implementing anything yet. You are designing how your digital strategy will look. So, use three simple elements to plan your future actions:

1. Define Your Objective   2. Plan Your Expected Results   3. Identify Indicators to Monitor

An objective describes the direction you want to take. It must be achievable for a small organisation.
Example:
Increase accessibility in our exhibitions.

Ask yourself:
“What change do we want to plan for the next 6-12 months?”

 

Expected results are the outputs you intend to create, not what you have already done.
Examples:
- Draft bilingual captions for a selection of objects.
- Develop ideas for 3-5 digital stories.

Tip: keep results simple and realistic. You will refine them later.

 

Indicators help you understand if your strategy will work once implemented. Choose indicators as:
number of accessible items you plan to create
number of content pieces you want to produce

Ask yourself:
“How will we check progress once we start implementing?”

 

Self-Reflection Question
Is the objective I am designing truly achievable for a small organisation like mine and does it clearly support the mission we defined in Unit 1?
Embedding inclusion and accessibility

Inclusion and accessibility are essential elements of a sustainable digital strategy. 

At this stage, you are planning how to make your digital actions accessible to a wider range of users, including disadvantaged groups such as older adults, visually impaired visitors or people with limited digital skills.
 
 
1. Identify who needs better access 2. Plan simple inclusive features 3. Make accessibility part of your objectives 4. Choose indicators you will measure later
Think about groups in your community who may face barriers:
  • older adults
  • visually or hearing-impaired visitors
  • families with young children
  • people with low digital or language skills
  • schools with limited resources
Start with low-cost options your team can realistically adopt later:
  • bilingual or easy-to-read text captions or audio descriptions
  • simple navigation on your website or social pages
  • use free AI voice generators

Before implementing, decide how inclusion will guide your strategy.

Examples of planned objectives:

  • Plan to add accessible text formats for key objects.
  • Design an idea for a simple audio guide.
Keep them simple:
  • number of items you plan to make accessible
  • number of audiences you intend to reach
  • feedback you expect to collect from target groups

 

Example
Designing an Inclusive Digital Action
Objective “Improve accessibility of our permanent exhibition.”

Expected result (design phase) “Plan the creation of bilingual captions and short audio descriptions for 10 key objects.”

Inspiration
Piccolo Museo del Diario (Italy) created bilingual and accessible setups with simple, low-cost solutions.

How inclusion is embedded in the design

  • The captions will be written in plain language.
  • Audio descriptions will help visually impaired visitors.
  • Bilingual content will support both locals and tourists.

Indicator to monitor later “Number of accessible items planned and consulted with local disability groups.”
 

Ensuring economic and environmental sustainability

When designing your digital strategy, make sure it can be maintained over time, even with limited staff, budget and resources.

Sustainability means making choices that are affordable, low-effort and environmentally responsible.

    1. Choose low-cost and low-maintenance actions
Design activities that your team can realistically afford and keep alive. Examples:
creating short, reusable content (photos, audio, micro-stories)
starting with small hybrid additions instead of large platforms
 

2. Plan for long-term staff sustainability
Small organisations often have seasonal or rotating staff. Design your strategy so it can survive these changes: simple workflows, written instructions, templates for recurring tasks, a basic content calendar for the year.

 

3. Integrate environmental awareness
Digital can support greener practices if planned well: avoid printing when digital formats work, reuse digital materials across multiple activities, choose lightweight media (short videos, audio instead of long files), store files in organised folders to avoid duplicates.

 
4. Design indicators to monitor sustainability later
Examples of simple indicators you may use when implementing:
  • number of reusable digital materials created
  • estimated cost/time save

Example
Sustainable Design in Practice

Objective“Design a low-cost hybrid solution to improve access to our collection.”

Expected Result (design stage) “Plan a virtual snapshot tour (5-6 photos + short text) for objects in inaccessible areas.”

Why it is sustainable

  • one-time creation  long-term use
  • minimal cost (smartphone + free tools)
  • easy to update seasonally
  • reduces physical strain on fragile spaces
  • can be maintained even with rotating staff
     
Building internal capacity for digital transition

For a digital strategy to work in small cultural organisations, you need basic internal capacity. 

In this phase, you design how your team will be able to support digital tasks in the future.

Identify essential digital roles

  • updating the website or social pages
  • organising digital files 
  • creating simple accessible content 
  • collecting community feedback

Plan simple training needs

  • how to use a shared folder
  • how to record short audio or video
  • how to use free or low-cost digital tools
  • how to use social media campaigns to market the event with zero-cost distribution

Create supportive tools & routines

  • 1-page instructions for key tasks
  • templates for caption,  photos, posts
  • a basic content calendar

Define indicators for capacity building

  • number of staff trained
  • number of tasks with written instructions
  • ability of new staff to follow workflows

 

Example
Designing Internal Capacity
Objective:“Strengthen our team’s ability to create accessible digital content.”

Expected Result (design stage):
Develop a short internal guide with:

  • how to write bilingual captions
  • how to take photos of objects
  • how to store files in one shared folder.

Why it builds capacity:

  • easy to follow for seasonal staff
  • reusable every year
  • improves consistency
  • low-cost and realistic
     
Implementing, monitoring and improving the plan
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Ensuring ethical governance

When implementing your digital strategy, ethical governance helps you work responsibly, protect your audiences and ensure trust.

Small cultural organisations can follow a few simple principles.

1. Protect personal data 2. Ensure accessibility and inclusion in all published content  3. Be transparent about digital practices
 Only collect data you truly need  Add captions to videos and images  Explain how digital content is created and updated
 Store files safely in shared, protected folders  Use plain language and bilingual text when possible  Tell your community how their feedback or stories are used
 Follow basic GDPR rules: consent, transparency, secure storage  Check contrast, readability and navigation simplicity  Keep roles clear inside your team (who approves, who uploads)
     

4. Respect cultural values and community voices

5. Use technology responsibly  
 Share stories responsibly, especially when dealing with sensitive heritage  Choose tools that are safe, reliable and appropriate for your organization  
 Always ask permission before using community-generated content.  Avoid solutions that collect unnecessary data or are too complex to manage.  

 

Exercise

Ethical Check-Up
Step 1: review your digital action 
Choose one digital action you are about to implement from your strategy:
a caption; a photo; a short video; a digital story; a community memory; a virtual snapshot; a podcast idea

Step 2: answer 4 governance questions
Participants answer YES / NO:
Data Protection “Are we collecting any personal data? If yes, do we really need it?”
Accessibility “Is this content accessible (captions, alt-text, clear language, contrast) for most users?”
Transparency “Is it clear who in our team created/approved this content?”
Respect for the Community “Do we have permission to use any community stories, photos or voices included?”

Step 3: one small adjustment
If any answer was NO, participants write:
One thing we can adjust to make this action more ethical is: ____________.

Tracking and assessing progress and impact

Once you start implementing your digital actions, you need simple ways to understand whether they are working. Small cultural organisations can monitor progress using easy, low-effort methods.

1. Track your planned indicators

 

2. Collect basic feedback from your users

 

3. Observe how your team manages the tasks

 

4. Look for early signs of impact

Go back to the indicators you designed in Unit 2.

Monitor them regularly:

  • number of accessible items created
  • number of digital stories published
  • number of visitors who accessed digital content
  • amount of feedback collected
! Keep it simple: check progress monthly or every 2 months.

Use quick tools that do not require expertise:

  • short paper or digital forms
  • 1/2 questions after a visit
  • comments from volunteers or staff
  • informal conversations with community groups
  • reactions and messages from social media

Ask simple questions like:
“Was this content easy to use?”
“Did it help you access our stories?”

Monitoring is not only about users, but it is also about internal capacity.

Check:

  • are tasks easy to complete?
  • do seasonal staff understand the instructions?
  • is the shared folder working?
  • are workflows clear?
  • what takes too much time or needs simplification?

Impact does not need to be big or complex to be meaningful.

Examples of early impact:

  • more people engaging with your content
  • positive comments about accessibility
  • smoother staff routines
  • new collaboration with a school or community group
! Collect small signs of progress.

Example
Tracking Progress in Practice

Digital action: Accessible captions for 10 objects.

Indicators to track:

  • captions produced
  • number of users accessing the content
  • feedback from visually impaired visitors
  • staff time required to update captions

Impact signal: A local school for visually impaired students starts using the captions during visits.
 

Self-reflection question

Did the stakeholders I chose truly represent the audiences I want to reach (especially those who face barriers) or did I only test with the people who are easiest to involve?

Using evaluation data to refine the strategy

After testing your digital actions and tracking your indicators, the next step is to use what you learned to adjust and refine your digital strategy. For small cultural organisations, improvement should be simple, realistic and based on real feedback.

 
 

1. Identify what worked well

Look at your indicators and stakeholder feedback → keep the actions that were effective, easy to use or appreciated by your audiences

 

2. Note what needs adjustment

Improve only what truly creates barriers: unclear text, low-quality audio, confusing navigation, complex workflows

 

3. Decide what to stop doing 

Remove activities that are too time-consuming, not used by audiences or not aligned with your mission

 

4. Update your strategy lightly 

Make small edits to objectives, workflows or formats and plan your next review moment (e.g., every 3 or 6 months).

Example
Refining the Strategy in Practice Case

A museum created short audio stories as part of its digital strategy. 

Evaluation data showed:

  • seniors liked the content 
  • sound quality was inconsistent
  • some stories were too long
  • teachers requested printable summaries

Refinements:

  • re-recording with clearer audio
  • limiting stories to 30-45 seconds
  • adding a short-written version for school use

Outcome → more accessible, easier to update and aligned with community needs.

Presentation

Objectives

The objectives and goals of this training are:

  • Plan and implement effective digital strategies
  • Ensure inclusion, accessibility, and sustainability
  • Build internal capacity and ethical governance
Learning Outcomes

At the end of this module, you will be able to:

Knowledge:

  • Understand how to assess organisational digital readiness and stakeholder needs.
  • Know how to align digital strategies with mission, inclusivity, and sustainability.
  • Be familiar with governance, ethical, and legal frameworks (GDPR, copyright).

Skills:

  • Define objectives, results, and indicators for digital strategies.
  • Plan strategies that integrate accessibility, inclusion, and internal capacity.
  • Monitor, evaluate, and refine strategies using feedback and impact data.

Attitudes:

  • Value inclusivity, accessibility, and ethical practice as core to digital planning.
  • Demonstrate openness to hybrid and innovative approaches.
  • Adopt a collaborative and long-term mindset in digital transformation.
DigComp Areas
Information & Data literacyCommunication & CollaborationDigital content creationProblem solving
Links to Best Practices

DIGIMUSE ENTER Best Practice Collection:

  • Digitalisation of mesuems in Cyprus

DIGIMUSE Small scale best practices collection

  • Piccolo Museo del Diario
  • Museo Forte Belvedere
Keywords
Digital strategyinclusionaccessibilitysustainabilitysmall cultural organisationshybrid formatsstakeholder engagementdigital capacityethical governance
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