Six workbooks about things in your care that are not yours.
For museums, historical societies, community theatres and galleries. An object that may never have been given. An object nobody can return. A work you licensed rather than bought. A room full of people. Their cash. An artist’s painting, and after it sells, an artist’s money.
Six workbooks. No account, no email gate, no watermark.
What you are holding, and whose it is
Written the way a gallery writes a wall label, because the discipline is the same one: say what the thing is, say where it came from, and be able to show it. The last line on each card is the piece of evidence the matching workbook refuses to proceed without.
i
The object on the wall since 1987
In your care
Catalogued, numbered, photographed, insured and displayed.
Belongs to
Possibly still the donor, or their heirs. Nobody has checked.
What settles it
A signed deed of gift, with a date and the name of the person who signed it.
This is the single idea the collections half of this toolkit is built on, and it is worth stating carefully because it sounds pedantic right up until the moment it is expensive. Cataloguing is what you did. Title is what the donordid — by signing something that says so, on a date, for a described object. An accession number does not do it. A thank-you letter does not do it. A line in the minutes does not do it. Thirty years on the wall does not do it.
It matters at four moments, and all four arrive without warning: a deaccession, where a buyer or a receiving institution asks you to warrant that you own it; an insurance claim, where the adjuster asks the same question; a family member who turns up believing a grandparent lent it; and a governance or accreditation review, where the finding is not that you lost something but that you cannot show what you own.
So the accession register starts every row at NO SIGNED DEEDand will not move until both a deed date and a signer are recorded. The sample row we ship is fully catalogued and still reads that way, because that is the most common real row in a small museum. Finding those rows is uncomfortable, and it is the entire point — it is far cheaper now, while the donor is still reachable and can sign one, than in front of an adjuster.
The six
Each downloads as a branded .xlsxwith live formulas. Every holding period, notice requirement, staffing minimum, commission split and payout term is a cell you fill in — from a statute, an inspector or an agreement, never from us.
None of these six is a screening product, and most arts volunteering does not call for a background check at all. Somebody hanging a show or pouring wine at an opening is not a screening question, and we would rather say so than sell into every room.
Two situations in this sector genuinely are. Young performers— youth theatre, children’s choruses, holiday shows — put adults backstage with minors, often in dressing rooms, often late, and often with a chaperone rota assembled from whoever was free. And unsupervised access: a volunteer alone in a gallery with the collection, or alone with a cash drawer, is a position of trust regardless of how well everybody knows each other.
VolunteerBadge screens volunteers for $5 per adult with photo-ID and biometric verification, and re-screens automatically on a schedule you set. It is deliberately not one of the six above.
Our museum has objects with no paperwork at all. Can we just keep them?
Not on the strength of how long they have been there, and not on the strength of anything in a spreadsheet. More than half of US states have a museum property or unclaimed cultural property statute that gives an institution a route to title, and those statutes are genuinely different from one another — different holding periods, different notice contents, different publication methods, different waiting times. Some states have none, in which case a different body of law applies. Our old loan register therefore ships no periods at all: you enter your own state’s, on advice, and if you leave them blank it computes nothing rather than implying you own something.
Why does the accession register keep saying an object is not ours?
Because it will not treat a gift as a transfer of title without a signed deed and the name of the person who signed it. Cataloguing is what you did; title is what the donor did. An object can be numbered, insured and on display for thirty years and still belong to somebody else, and the moments that expose it — a deaccession, an insurance claim, an heir, an accreditation review — all arrive without warning. Finding those rows now is uncomfortable and much cheaper than finding them later, particularly while the donor is still reachable and can sign one.
We do a free preview for donors. Do we owe a royalty on it?
Ask your licensor, and ask before the night rather than after. The general position in theatrical licensing is that a performance in front of an audience is royalty-bearing whether or not admission is charged and however few people attend — free previews, invited dress rehearsals, school matinees and excerpts at a fundraiser are the ones companies forget. Sometimes the answer is that it is included in your licence. That is the licensor’s answer to give, not yours to assume, which is why every performance gets a row in our tracker and not just the ticketed ones.
Can we cut a line, or cast a role against the written gender?
Generally only with the author’s prior written permission, obtained through your licensor. Cutting or adding lines, softening language for a family audience, changing an orchestration and casting against the gender as written are all changes, and making them without permission can cost you the licence — sometimes mid-run. The practical problem is that these decisions are made in a rehearsal room by people who never read the agreement and are acting in complete good faith, which is why the tracker gives every proposal a row with a name attached.
How many ushers does our venue need?
We will not tell you, and you should be suspicious of any template that does. Front-of-house staffing is set by whoever inspects your room — your fire marshal, your building code, your licence, your insurer — and it depends on the building, the exits, the capacity and sometimes the audience. A number printed by a spreadsheet would be a life-safety judgement about a room it has never seen, and somebody would believe it. Ask the people who inspect your venue, write their answer into the Roles tab, and the coverage grid will hold you to it every night.
Is money we owe an artist just an ordinary bill?
Usually not, and the difference matters. Most US states have an artist-consignment statute treating consigned work — and the artist’s share of the proceeds once it sells — as property held in trust for that artist, generally beyond the reach of the gallery’s own creditors. Many of those statutes also expect a written agreement. So a gallery paying its electricity out of an unpaid artist’s sale proceeds has done something different from paying a supplier late. Our tracker leads with the total you are holding rather than with sales, and marks sold-but-unpaid amber even before it is late.
Are these free, and what is the catch?
Free, no account, no email gate, no watermark. We build background-check software and sell that separately. None of these six is a screening product — take all six and never speak to us again.
Do they work in Google Sheets?
Yes. Upload the .xlsx to Drive and open with Sheets. There are deliberately no array formulas anywhere in the set. The one to open on a laptop rather than a phone is the front of house coverage grid — it is a wide grid by design, because the whole point is seeing every performance and every role at once.
Two of these were the hardest things we have written for any sector, for the same reason: the old loan register and the accession register both sit next to a legal question we are not qualified to answer and that differs by state. The temptation was to ship a five-year period and a notice template and let people feel finished. We did not, and the workbook now computes nothing at all until somebody enters their own state’s numbers. A blank that makes you call an attorney is worth more than a number that makes you feel safe.