Heartfelt Associates is a privately-owned sole proprietorship based out of our home near Kealakekua Bay on Hawaiʻi Island.
|Tim and Lisa are still available for limited contractual work (see Major Publications and Recent Project lists below for examples). “Limited” means that we are no longer submitting competitive bids on requests for proposals, but if you know you would like for one or both of us to work with you as a keynote speaker, a trainer, a writer/editor or a facilitator/planner, and can sole source that work to us, let’s talk. Rates vary depending on the type of contract.|
Keynote speaking engagements will require payment of travel expenses plus an honorarium. International travel will require business class seat(s).
Customized training can be provided for hours or days on a variety of topics related to interpretation, nonprofit management, and volunteer management. We are both current with our Certified Interpretive Trainer credentials and can provide National Association for Interpretation’s Certified Interpretive Guide and/or Host training.
Writing and editing of books and interpretive materials (signs, brochures, website content, etc.) is still available if little or no travel is involved.
Planning and facilitation projects might include strategic planning, interpretive planning, assessment of your current situation, or other related projects, but we would prefer short-term assignments. We will no longer accept design or fabrication projects as the primary contractor. We are both current with our Certified Interpretive Planner credentials.
Major PublicationsBrochu, Lisa and Tim Merriman. 2011. Put the HEART Back In Your Community: Unifying Diverse Interests Around a Central Theme. Fort Collins, Colorado: Heartfelt Publications.This book assists community leaders, facilitators, and other stakeholders in finding strategies to work together at the community level toward consensus-based, measurable objectives. Nineteen case studies from around the world are shared to show working examples. Caputo, Paul, Shea Lewis and Lisa Brochu. 2008. Interpretation by Design: Graphic Design Basics for Heritage Interpreters. Fort Collins, Colorado: InterpPress.This book helps those without formal training in graphic design or interpretive writing to understand the basics of creating quality nonpersonal media at their workplace and how to incorporate interpretive principles into a variety of media. Brochu, Lisa and Tim Merriman. 2007. The Leopard Tree. Fort Collins, Colorado: Heartfelt Publications.This book won two literary awards – Evvy Award in 2008 (CIPA) for literary fiction, Best Young Adult Fiction of 2008 (Writer’s Market Worldwide Awards) about three orphans from Kenya who attempt to share their stories of challenge and survival with the United Nations. Merriman, Tim and Lisa Brochu. 2006. The History of Heritage Interpretation in the United States. Fort Collins, Colorado: InterpPress.The National Park Service in the United States and other important individuals spurred the development of a communication approach that is now used worldwide to encourage stewardship and better management practices with natural and cultural resources. This documents the stages of development of this profession.Merriman, Tim and Lisa Brochu. 2005. Management of Interpretive Sites: Developing Sustainable Operations Through Effective Leadership. Fort Collins, Colorado: InterpPress.Managers use this resource in application of thoughtful management processes while also developing and offering creative interpretive services that help achieve management objectives. It is the text for the Certified Interpretive Manager’s course with NAI. Brochu, Lisa. 2003. Interpretive Planning: The 5-M Model for Successful Planning Projects. Fort Collins, Colorado: InterpPress.Textbook for interpretive planning in use in several countries around the world in colleges and universities as well as in practical applications by interpretive sites such as museums, visitor centers, nature centers, zoos, aquariums, commercial sites, and tour companies. The book suggests the important considerations for creating quality visitor experiences through a thoughtful planning approach and provides guidance in developing an interpretive plan. Brochu, Lisa and Tim Merriman. 2002. Personal Interpretation: connecting your audience to heritage resources. Fort Collins, Colorado: InterpPress. ALSO AVAILABLE IN SPANISHTraining guides and interpreters in personal interpretation is facilitated through this book designed to introduce the fundamentals. It is used as the training text in National Association for Interpretations Certified Interpretive Guide course and in many college classes on the basics because it is readable and basic. Currently in translation to Greek, Mandarin, and Japanese. Brochu, Lisa. 2001. Dad Still Smiles. Katonah, New York: Richard C. Owen Publishing, Inc. ALSO AVAILABLE IN SPANISHChildren’s book that helps children understand the implications of spinal cord injuries. Proceeds donated to the Christopher Reeve Foundation. Brochu, Lisa. 2000. Who Cleans the Museum? Katonah, New York: Richard C. Owen Publishing, Inc.Children’s book that helps beginning readers understand the role of curators and interpreters in a museum setting. Brochu, Lisa. 2000. Getting up Steam: The History of the Hidalgo Pumphouse. City of Hidalgo, Texas.80-page souvenir quality book that details the historic features and stories behind the Hidalgo pumphouse and how it influenced the agricultural development of the Rio Grande Valley region of Texas. Brochu, Lisa 1999. Living Color. Callaway Gardens, Georgia.16-page souvenir quality book that helps visitors understand the significance of butterflies and their life history and encourages native plant landscaping to provide food sources for butterflies. Authors and co-authors of hundreds of journal, blog and newsletter articles. Recent Projects (representative and recent projects ONLY; entire list contains over 200 projects)National Tropical Botanical Garden; Kauaʻi, HawaiʻiPreparation of an interpretive master plan for McBryde Garden followed by design and fabrication of Phase 1 interpretive materials that included a booklet, sign panels, passport and other print materials as well as training 15 guides as Certified Interpretive Guides.Coast to Coast Birding Trail; Hawaiʻi IslandInterpretive master plan for the first designated birding trail in the state of Hawaiʻi. Required meetings with stakeholders to determine a management entity through a strategic planning process to establish goals and objectives as well as the trail route and interpretive media.Hawaiʻi Island Festival of Birds Strategic planning and management of first annual Festival of Birds attended by approximately 400 individuals from the islands, mainland USA and international visitors. Kentucky Horse Park and International Museum of the Horse; Lexington, KentuckyStrategic planning for the world’s largest horse-themed park and competition facility to redefine mission, vision, core values, goals, objectives, strategies, and action items required to improve the visitor experience and park operations, followed by an interpretive master plan for a complete museum redesign for the 60,000 square foot International Museum of the Horse at the Kentucky Horse Park.Nyungwe National Park; RwandaAs part of USAID’s project “Strengthening Sustainable Ectourism in and around Nyungwe National Park”, we conducted an assessment of the visitor experience in and around the largest of Rwanda’s three national parks, followed by guide and host training and development of an interpretive master plan for the park and its three planned visitor centers. Additional followup work included exhibit planning, text writing and supervision of the exhibit design, fabrication, and installation process for all three visitor centers. NASA Astrobiology Communications Strategies Retreat; Washington, DCFacilitated eight days of retreats in three separate visits for NASA’s Astrobiology Institute and related NASA Headquarters staff to develop more effective internal and external communication and reorganization strategies.Certified Interpretive Guide and Host TrainingCIG Courses for National Tropical Botanical Garden, Kauaʻi Hawaiʻi; University of Hawaii-Hilo Continuing Education, Kailua-Kona Hawaiʻi; Colorado State University Biological Science Master’s Program, Fort Collins Colorado; Akagera National Park, Rwanda; Nyungwe National Park, RwandaCIH Courses for University of Hawaii-Hilo Continuing Education, Kailua-Kona Hawaii; Brazilian Parks Managers Study Tour, Fort Collins Colorado; Akagera National Park, Rwanda; Nyungwe National Park, RwandaXanterra Parks and Resorts, Inc.; Denver, ColoradoDevelopment of a corporate interpretive strategy for a concession company with operations in national parks, state parks, and other recreational venues. Included assessment of visitor experience operations in Mt. Rainier National Park, Yellowstone National Park, and Grand Canyon National Park.FAMELAB – NASA FAMELAB is an international event that encourages scientists to use a less technical approach to communication to describe their work. We were asked to serve as a judge (Lisa) and conduct a training component (Tim) at the regional level for this event sponsored by NASA and National Geographic, participating in regional events at Lunar Planetary Institute in Houston, Texas; American Geophysical Union conference in San Francisco, California; and Society for American Archaeology in Honolulu, Hawaii. Lisa also served as a judge at the national final event in Washington, DC.Ocean Discovery Institute; San Diego, CaliforniaFacilitation of a three-day planning workshop to develop interpretive concepts for a new public facility for this nonprofit organization that works with local schools to identify high-potential students and mentor them through ocean-based activities to science degrees and leadership in the community.Heartfelt EcotoursPlanned and led tours that focus on natural and cultural heritage resources in Tanzania (2013, 2018) and Rwanda (2014). Previously planned and led ecotours for National Association for Interpretation in Kenya (2003), Tanzania (2005, 2010), Peru (2006), and Ecuador (2007).Ecotourism Training Videos and Manual; MalaysiaJICA sponsored our involvement in development of a training manual and videos to help indigenous communities understand how to communicate with and develop appropriate experiences for visitors, sharing their local culture and traditions in ways that honor the community’s core values and help sustain them financially. Rocky Mountain Raptor Program; Fort Collins, ColoradoDevelopment of a conceptual plan for site, facilities, and interpretation at a 27-acre site housing a raptor rehabilitation and education facility as part of a team that included architects (The Kubala Washatko Architects), landscape architects (Jim Brighton of PJA Architects & Landscape Architects), and exhibit designers (Condit Exhibits). Our role included facilitation and coordination of the effort as well as interpretive input and development of a logic model.
Old Cahawba; Selma, AlabamaFacilitation and development of an interpretive plan for this “ghost town” that was once Alabama’s capital and is now an archaeological site and a place of picturesque ruins, managed by the Cahawba Advisory Committee. Giant Panda Conservation and Breeding Center; Sichuan Province, ChinaThis project involved facilitation of a meeting with Chinese officials, veterinarians, donors, and giant panda habitat specialists along with representatives of the U.S.-China Environmental Fund and the National Association for Interpretation to determine key issues facing the giant panda breeding center at Wolong and how to better manage visitor use to accomplish the center’s mission. This meeting led to master planning efforts over the next few years that included site, facility, and interpretation planning and design. Shortly after implementation of the master plan, the Wolong site was destroyed by the 2008 earthquake. Subsequent project work involved planning for the relocation of the Wolong Breeding Center and interpretation at this and other giant panda breeding and conservation center sites throughout Sichuan Province.Jilin Tiger Reserve; Hunchun, ChinaUS-China Environmental Fund funded the development of an ecotourism plan for Jilin Tiger Reserve in northeastern China. The planning process and products was designed to help local people develop ways in which to engage visitors for sustainability of resources and revenue in this area where tigers may be the draw, but are rarely seen.International Friendship Forest; Badaling, ChinaThis project involved meeting with Chinese officials and representatives of the U.S.-China Environmental Fund to determine the most appropriate methods and messages to interpret the Great Wall of China at the Badaling Gate.