Case Study:

Ligonier Valley Historical Society Business Plan for Program Expansion

Industry

Nonprofit, Arts & Culture, Heritage Education

Our Role

  • Stakeholder Engagement & Vision Refinement
  • Market Research & Audience Segmentation
  • Operational & Infrastructure Needs Assessment
  • Financial Modeling (Multi-Scenario Forecasts)
  • Risk Analysis & Mitigation Strategy
  • Comprehensive Business Plan Development

Situation

The Ligonier Valley Historical Society (LVHS), steward of the historic Compass Inn Museum, had recently advanced strategic and interpretive planning work to enhance its programming and deepen community engagement. However, the organization lacked a practical, data-informed business plan to support implementation. Leadership needed a roadmap to quantify market potential, evaluate operational needs, and ensure financial viability for planned initiatives. LVHS turned to The Hill Group to help bridge ambition and execution with a clear business framework.

Solution

The Hill Group worked closely with LVHS to craft a robust and sustainable business plan:

  1. Facilitated visioning sessions with board and staff to clarify priorities
  2. Conducted primary and secondary research to assess market size and visitor interest
  3. Identified internal capacity and infrastructure needs to support program rollout
  4. Modeled realistic, optimistic, and conservative financial scenarios
  5. Explored strategic partnerships to expand reach and efficiency
  6. Delivered a flexible business plan aligned with the organization’s strategic and interpretive goals

Results

Behind the Scenes

LVHS had a compelling vision—The Hill Group helped make it actionable. By translating aspiration into financial and operational clarity, we empowered the organization to move forward with confidence. The result: a sustainable path for preserving regional heritage while engaging new generations of learners and visitors.