
Moonshot Survey 1
Lifeline Theatre
Phil Timberlake
Draft Overview of Current Repertoire Selection Process
Thanks for participating in Moonshot!
As you know, Lifeline is participating as a case study in this exciting research. Consultants Nick Rabkin and Kristin Patton have met with “Key Players” Ilesa Duncan, Elise Kauzlaric and Dorothy Milne for a deep dive into Lifeline’s play and season selection process, and have drafted an overview of how Lifeline makes these complex decisions. This survey will broaden input and perspective on this work, and help identify past productions for further study.
GENERAL INSTRUCTIONS:
Please review each section of the overview below and then respond to the corresponding questions.
You may complete the survey in one or multiple sessions. To return to the survey, bookmark this URL or reaccess the link in the email you received. Your responses must be completed no later than:
The survey is designed to take about an hour. After entering your basic information, you may answer those questions you wish to and skip others. Comments are optional. We recognize the value of your time and appreciate your engaging at the level that works best for you.
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In the Survey below, Overview excerpts appear in black.
Survey instructions and questions appear in blue.
Note: this document is being developed through “deep dive” work sessions with the Key Players from the Company and additional input from Survey Respondents to provide a snapshot of context and practices as of 2020-21.
Moonshot Evolving Lexicon (Words we use a lot and what we mean by them.)
Considerations: The complex of themes, values, context and issues that are weighed as the Company makes decisions about plays being reviewed for possible production.
Key Considerations: Those considerations that are central to the Company’s identity, purpose, and current situation.
Success Indicators: The markers of the Company’s artistic and organizational goals for a production.
Artistic and Non-Artistic: We’re interested in considerations and success indicators that are artistic (quality of script, performances, production, etc.) and non-artistic (financial, logistical, organizational, etc.). Some considerations/indicators can be both. Our related queries are not a bucketing exercise, but the casting of two different nets to increase our catch - and overall understanding of the full range of key considerations and success indicators at play. For purpose of this survey, considerations/indicators deemed to fall between have been included under non-artistic.
November 18

Lifeline Theatre
Section 1: Your Info (Required)
Please input your basic information.
Job title/Association with the Company
Perspective(s) you bring: (Check all that apply)
In a sentence or two, describe your role(s) with the Company
Are you directly involved in play and/or season selection? (As a decision maker, contributor, and/or advisor.)
No
Yes
If yes, briefly explain your role:
Year of first association with the Company
Survey responses will be reported in aggregate. In certain instances attributing an individual response or reporting an unattributed individual response can be useful. Please instruct us regarding your preference should such instances arise:

Section 2: Draft Overview and Related Questions
Throughout this survey, we’re looking for key ideas only. “Bullet point” ideas/short sentences, not paragraphs. Your perspective.
Lifeline Theatre
Identity and Core Purpose
Here, we’re not looking for existing mission and vision statement language - but rather what you see as the most important elements of this Company’s mission, vision, values and aesthetic (without referencing the website/existing documents).
Where indicated, in your own words, what would you say are the most important elements of:
Mission
Vision
Values
Aesthetic

Lifeline Theatre
Organizational Context and Factors Relevant to Play and Season Selection
(Feel free to skip any questions that cover unfamiliar territory.)
Organization Fundamentals
Please review these organization fundamentals with an eye to clarity and any key elements we might have missed. Note any suggested clarifications/additions where indicated.
- Types of Work
- New Work
- Adaptations
- Based on specific literary works or broader literary references (example: Norse mythology)
- Love Public Domain
- Rights have often been an issue when not in public domain
- This has meant a lot of classic and old British literature
- Rights have often been an issue when not in public domain
- Many drawn to Fantasy, Sci Fi, Adventure, Mystery
- Musicals
- Particularly in KidSeries
- Occasionally MainStage
- Particularly in KidSeries
- Seeking to broaden range of stories/voices represented
- Based on specific literary works or broader literary references (example: Norse mythology)
- New Work
- Ensemble Based
- Ensemble has included actors, directors and designers from first inception -- rather than as is more typical, beginning with group of actors
- Artistic collective for whom this is Artistic home
- Ensemble decides together what work makes it onstage
- Projects begin from personal interests in ensemble
- Ensemble supports leadership in the development of the work
- Company of dramaturgs -- interrogate the success of the storytelling based on what the creative team is trying to do
- Projects begin from personal interests in ensemble
- Ensemble members serve as ambassadors
- Events
- Getting to know subscribers and donors
- Events
- 30ish ensemble members
- 20 active with voting status
- 20 active with voting status
- Monthly meetings
- Attend at least 4 per year to have voting status
- Attend at least 4 per year to have voting status
- Artistic Breakdown
- Largest representation actors and/or writers (mid teens)
- More than half have taken a stab at writing
- More than half have taken a stab at writing
- Next largest representation Directors (about 10)
- Designer and Dramaturg contingents the smallest
- Largest representation actors and/or writers (mid teens)
- Demographics Breakdown
- Age span 30 - mid 60’s
- Balanced in gender -- close to 50/50
- Mostly white
- 5 POC members
- Age span 30 - mid 60’s
- Joining / attrition
- A couple of founders (30+ years), some 20+
- Ilesa the newest (January 2019)
- Some members who do not have voting status remain active in other ways.
- Some are on hiatus
- A couple of founders (30+ years), some 20+
- Ensemble has included actors, directors and designers from first inception -- rather than as is more typical, beginning with group of actors
- Season Model
- 3 MainStage
- Fall, Winter, Spring/Summer
- Fall, Winter, Spring/Summer
- 3 KidSeries
- Fall, Winter, Spring/Summer
- Fall, Winter, Spring/Summer
- This model has been in place for 10 years with some wiggle room in dates
- Additional Programming:
- Concert reading series
- Storytelling festival
- Touring (new in 2018-19)
- Concert reading series
- 3 MainStage
- Audience
- Like reading.
- Enjoy book-based element
- Coming because love the book
- Avid/rabid fans of certain works
- Avid/rabid fans of certain works
- Excited to be introduced to new work
- Enjoy book-based element
- Geeky granola-y
- Staunch middle class base - not the elite
- Staunch middle class base - not the elite
- Age
- Kids series targets younger
- K-4th grade from schools
- Some grandparents
- K-4th grade from schools
- MainStage skews older
- Younger than it was 10 years ago
- Depends on the work
- Sci-fi/Fantasy brings in younger
- On average
- half or more over 50
- remainder teens up to 50
- half or more over 50
- Younger than it was 10 years ago
- Kids series targets younger
- Like reading.
- Staff
- 5 full time:
- Artistic Director
- Managing Director
- Operations Director & Accessibility Coordinator
- Marketing Director
- Production Manager
- (Development Director Duties currently split among other staff)
- Artistic Director
- Part time
- Technical Director
- Master Electrician/AV Supervisor
- Education Director
- Casting Director
- Technical Director
- Hourly
- Box office / house management / shuttle staff
- Education staff -- about a dozen teaching artists
- Box office / house management / shuttle staff
- 5 full time:
- Artists
- Non Equity
- Ensemble unpaid unless working on show
- Non Equity
- Board
- Appx. 12 board members
- Currently 9 in addition to staff and ensemble reps
- Currently 9 in addition to staff and ensemble reps
- New president -- a dynamo
- Just added a board member
- Some very engaged
- Culture - Love us - Feel discouraged and helpless that they can’t do more
- 3 Board Members on Change Planning Initiative
- Appx. 12 board members
- People with Decision-Making Authority
- Season selection by ensemble
- Management and Operations decisions made by AD & MD
- Decisions that impact artists/artistic product discussed with Ensemble
- Decisions that impact artists/artistic product discussed with Ensemble
- Season selection by ensemble
- Financial
- Operating budget right around $1 million
- Roughly 50/50 contributed to earned. Keeps flipping which is higher
- Adult programming has been carrying children’s programming
- Adult programming has been carrying children’s programming
- Financial strength
- Always Shaky
- Frequent cash flow crises
- Frequent cash flow crises
- Now also feeling industry-wide pain/current ticket sale crisis. Hearing from peers:
- Whole mood of the world impacting attendance
- Ticket sales down all over Chicago
- Particularly feeling this year
- Whole mood of the world impacting attendance
- Always Shaky
- Operating budget right around $1 million
- Facility
- Own building (with mortgage)
- 95 fixed seats
- Front row room for additional accessible seating/wheelchairs, floor seating
- Front row room for additional accessible seating/wheelchairs, floor seating
- Theatre, rehearsal hall, offices, props and costume storage, basement shop
- All building done onsite
- All building done onsite
- Building is source of rental income, including
- Theatre
- Shop
- Rehearsal room
- Theatre
- Own building (with mortgage)
Current Challenges/Opportunities/Big Picture Goals (near-term horizon)
Review the following near-term challenges, opportunities and big picture goals, and think about their relevance to play selection and season planning. Note any suggested clarifications/additions where indicated.
Challenges
- Pursuit of rights - always
- Financial constraints and challenges
- Compensation
- Impacts casting - Performance pay not competitive with other theatres
- $20/show MainStage
- $15 ($35 weekday matinees) for KidSeries
- Ask for a longer commitment than other companies due to rehearsal new show development process, with no pay for rehearsals
- $20/show MainStage
- Designers need to wedge us in between better paying other gigs
- Staff (deferring replacing Development staff to cut expenses with others absorbing duties)
- “We can’t go on like this...paying too little for too much work.”
- Impacts casting - Performance pay not competitive with other theatres
- Every three years, we’re in the hole + now industry-wide sustainability issues
- Changes and challenging trends impacting earned and contributed income.
- Status quo not sustainable
- Changes and challenging trends impacting earned and contributed income.
- Touring poses its own challenges
- In first year touring - 19 shows cancelled in Seattle due to polar vortex
- In first year touring - 19 shows cancelled in Seattle due to polar vortex
- Compensation
- Space
- Limits to capacity
- Space sharing -- always have two shows going: mainstage & kids
- Space sharing -- always have two shows going: mainstage & kids
- Limits to artistic choices
- Limits to capacity
Opportunities
- Touring
- Got Booking Agent for Children’s shows across the country
- Encouraged by Griffin - touring has stabilized their finances and are 20 years in
- First year not successful due to polar vortex cancellations, bookings rate
- Sense bookings may be trending down for touring generally
- Sense bookings may be trending down for touring generally
- Giving it another year
- Got Booking Agent for Children’s shows across the country
- Partnerships
- Would be great to move KidSeries offsite
- Could use more capacity for school groups
- Solve space sharing challenge.
- Loyola?
- Loyola?
- Could use more capacity for school groups
- Co-productions
- Looking at, haven’t done for long time
- Looking at, haven’t done for long time
- Would be great to move KidSeries offsite
- Space is an asset, source of rental income (though using to the max and beyond)
- MacArthur funded evaluation provided recommendations - haven’t had money in place with which to act on recommendations
- MacArthur funded evaluation provided recommendations - haven’t had money in place with which to act on recommendations
Big Picture Goals
- Solve sustainability
- Change Planning process underway to help address
- Change Planning process underway to help address
- Solve space issue of no longer being a good fit in the building
- Looking at Campus Approach and/or Strategic Partnerships, Space sharing, Co-productions
- Move KidSeries to a more conducive space, freeing own space capacity for other needs
- Looking at Campus Approach and/or Strategic Partnerships, Space sharing, Co-productions
- Higher artist and staff pay
- Become Equity Company

Lifeline Theatre
Play and Season Selection Processes
The Overview is divided into play and season selection.
Please review each section for clarity and completeness and respond to the questions, using bullet points or short sentences. If you have nothing to add, skip to the next section.
Play Vetting and Selection Process
Who’s who
- Ensemble
Initial Sourcing: Early Proposal
- Ensemble member makes proposal
- Has to be written proposal to be put into process
- Accompanied by verbal proposal
- Typically at one of the monthly meetings
- Typically at one of the monthly meetings
- In most instances, proposal includes the book Ensemble member proposes to adapt and written plans for adaptation
- Occasionally includes a script
- Include in proposal discussion of how envision being cast/EDI
- Accompanied by verbal proposal
- Typically Ensemble Member’s own proposal
- Occasionally an outside proposal championed by an Ensemble Member (required for consideration)
- Has to be written proposal to be put into process
- 3 other Ensemble members volunteer to read book, evaluate and rate early proposal
- Ratings system 1-10
- There is a Ratings narrative document that everyone has access to
- 10 -- Holy!*&%(! / We have to do this! / Awesome story to tell!
- 8-9 -- I am extremely excited about this piece and am totally behind us telling this story.
- 7 -- I can see this as a play and think our audiences will like it. / I'm particularly interested in the concept or proposal. / I am in favor.
- 5-6 -- I am not that moved by the material and/or concept and/or have concerns about overall appeal.
- I’m very unexcited about this as a play. / I don’t think it’s a good story for us to tell.
- I actively hate this material/idea.
- 10 -- Holy!*&%(! / We have to do this! / Awesome story to tell!
- There is a Ratings narrative document that everyone has access to
- If rates a 7 or higher, it could potentially move forward
- 3 people have to rate it 7 or higher to move it forward to Strong Lead status
- If it doesn’t move forward through first 3 readers, then 3 more will be assigned
- If read by 6 and doesn’t move forward, AD will have a conversation with the ensemble member who proposed it
- Generally put on the back burner or dies there
- Generally put on the back burner or dies there
- If read by 6 and doesn’t move forward, AD will have a conversation with the ensemble member who proposed it
- Ratings system 1-10
Strong lead
- After rated 7 or higher by 3 people
- 3 more readers assigned
- At least 5 rating it 7 or above moves it forward to Top Contender (minimum 6 readers)
Top Contender
- As many Ensemble members as possible will read it
- Slate for discussion
- At monthly meeting
- Pose questions to adaptor (and about half the time Director also onboard by this point in process and participates)
- If not able to attend, members can email thoughts and cast a vote electronically
- Generally very supportive / group moved by passion when it gets to this status, persuaded by end of discussion
- At monthly meeting
- If a simple majority (including absentee voters) says yes, it is greenlit
- Almost 100% of the time, if it is discussed and voted upon, it is greenlit.
- Some discussions lead to withdrawals before voting
- Hunger and Twelfth Night for Tots both examples of ensemble not understanding how the proposal could work so the writer withdrew and wrote and later brought back a draft or at least a partial draft of several scenes so ensemble could get where writer was going. So taken off the table and then brought back for a discussion/vote
- Hunger and Twelfth Night for Tots both examples of ensemble not understanding how the proposal could work so the writer withdrew and wrote and later brought back a draft or at least a partial draft of several scenes so ensemble could get where writer was going. So taken off the table and then brought back for a discussion/vote
- Some discussions lead to withdrawals before voting
Greenlit Status
- Rights pending, joins pool of projects eligible to be slotted into any future season
- Ensemble in support of producing
- Commitment to help develop it
- Including support for new adaptors
- Including support for new adaptors
- Commitment to help develop it
Rights Acquisition
- Chase rights
- Difficult
- Can be a long process
- Can take weeks to years for an answer
- Have to find who has the rights
- Cultivate relationship
- Relationships help
- But tend not to transfer if point of contact changes
- Relationships help
- Cultivate relationship
- Requires persistence. No can change to yes
- Film rights may expire (Disney holds lots of rights - the Mouse in the room)
- Film rights may expire (Disney holds lots of rights - the Mouse in the room)
- As a result, start process as early as possible, often before greenlighting
- Can take weeks to years for an answer
- Reason for favoring public domain and almost always including 1-2 public domain pieces of the 6 plays in MainStage + KidSeries season
- Usually MainStage
- KidSeries is rarely public domain
- Usually MainStage
- Difficult
Variations to Play Selection Process
- KidSeries is an abbreviated process
- Typically much shorter books - in which case can pass and everyone read
- Discuss
- No rating
- Generally not contention among Ensemble
- Discuss
- More interrogation if a novel
- Typically voting on idea, rather than book at face value
- Typically much shorter books - in which case can pass and everyone read
- Needs Illuminated in Season Selection
- If among greenlit works, there is a need that can’t be filled in the season, a proposal can go straight to greenlight discussion / short cut
- Occasionally will be complete script developed outside standard process but that fits the need
- Occasionally will be complete script developed outside standard process but that fits the need
- Nimble when have to be
- If among greenlit works, there is a need that can’t be filled in the season, a proposal can go straight to greenlight discussion / short cut
Any suggested changes, additions or other comments to this description of the current play selection process?
Key Artistic Considerations in Play Selection
Review the outline of key artistic considerations below and, from your own perspective, rate the importance of each using the following scale:
1 = unimportant
2 = somewhat important
3 = important
4 = very important
5 = critically important.
(You are rating importance of each consideration to play selection, not rating these considerations against each other.)
Feel free to provide brief comments or questions where indicated. If you are unsure of importance, leave the rating blank.
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Awesome story to tell
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Art leads approach to adaptation
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Passion of artist proposing project
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Compelling concept
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Ensemble excitement
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Casting considerations
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EDI
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Gender breakdown
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Answers “why now?”
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Authentic voices
Awesome story to tell
Art leads approach to adaptation
Ensemble excitement
Casting considerations
Answers “why now?”
Authentic voices
Any comments regarding the artistic considerations in play selection? If so, please note.
Are there other artistic considerations you believe rise to a #4 or #5 in importance?
If so, please note.
Key Non-Artistic Considerations in Play Selection
Review the key non-artistic considerations below and, from your own perspective, rate the importance of each using the following scale:
1 = unimportant
2 = somewhat important
3 = important
4 = very important
5 = critically important.
(You are rating importance of each consideration to play selection, not rating these considerations against each other.)
Feel free to provide brief comments or questions where indicated. If you are unsure of importance, leave the rating blank.
Audience appeal
Audience appeal
Any comments regarding the non-artistic considerations in play selection? If so, please note.
Are there other non-artistic considerations you believe rise to a #4 or #5 in importance?
If so, please note.

Lifeline Theatre
Key Artistic Success Indicators for Plays Produced
How we know we're successful — by our own measures.
Please review this list of artistic success indicators for plays selected and produced. Briefly comment on any that are confusing, that you disagree with, or that you'd articulate differently.
- What was the experience like for the lead artists
- Surveys and in-person feedback from artists involved in project
- Post-mortem meeting between ensemble members involved in the show and the artistic director
- Post-mortem evaluation with the ensemble
Comments on artistic success indicators for plays?
Any additional artistic success indicators for plays you'd suggest?
Key Non-Artistic Success Indicators for Plays Produced
Please review this list of non-artistic success indicators for plays selected and produced. Briefly comment on any that are confusing, that you disagree with, or that you'd articulate differently.
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Reviews
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Awards
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Ticket Sales
Comments on non-artistic success indicators for plays?
Any additional non-artistic success indicators for plays you'd suggest?

Lifeline Theatre
Current Season Selection Process
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Ensemble considers bank of greenlit plays to pull from
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11 titles currently on that list (more with rights unavailable)
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Queries who would be eager to have their piece done this season
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Around May, begin discussion of next year’s season
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19-20 was locked by February 2019
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Goal had been August.
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“Had” but lost rights promised on 2 plays
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20-21, discussing since May 2019
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Had penciled in season with hope to nail down by end of summer 2019 and move on to discussing 21-22 but had to return to drawing board for two MainStage shows due to rights and adaptor availability
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Trying to push earlier
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Goal is May - August
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Historically has been November - January
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Any suggested changes/additions or other comments to the Season Selection Process?
Key Considerations in Season Selection
Review the outline of key considerations below and, from your own perspective, rate the importance of each using the following scale:
1 = unimportant
2 = somewhat important
3 = important
4 = very important
5 = critically important.
(You are rating importance of each consideration to season selection, not rating these considerations against each other.)
Feel free to provide brief comments or questions where indicated. If you are unsure of importance, leave the rating blank.
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Fit/how plays look together
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not looking at theme, but one may naturally emerge
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Balance in tone
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Dark/Light
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Artist balance
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Who eager to have work done this year?
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Spread opportunities
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Ensemble Artists
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Broader Artistic Community
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Gender
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EDI
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in casting process as well
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Time of year
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Balancing risk
Fit/how plays look together
Balance in tone
Artist balance
Time of year
Balancing risk
Any comments regarding the considerations in season selection? If so, please note.
Are there other considerations you believe rise to a #4 or #5 in importance?
If so, please note.
Key Non-Artistic Considerations in Season Selection
Review the outline of key non-artistic considerations below and, from your own perspective, rate the importance of each using the following scale:
1 = unimportant
2 = somewhat important
3 = important
4 = very important
5 = critically important.
(You are rating importance of each consideration to season selection, not rating these considerations against each other.)
Feel free to provide brief comments or questions where indicated. If you are unsure of importance, leave the rating blank.
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Art drives decisions, but “we are fiscally responsible”
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Office encourages Ensemble to just think about art - but Ensemble does think about what will sell
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Fit: how season works together in terms of resources required
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Cast size balance - can’t afford three 13+ casts
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Cost of out-of-normal production needs
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Risk balance of known vs unknown entities
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Has anyone heard of this title?
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Author recognition often biggest thing gauge
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Balance in audience appeal
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EDI in casting
Art drives decisions, but “we are fiscally responsible”
Fit: how season works together in terms of resources required
Risk balance of known vs unknown entities
Balance in audience appeal
EDI in casting
Any comments regarding the non-artistic considerations in season selection? If so, please note.
Are there other non-artistic considerations you believe rise to a #4 or #5 in importance?
If so, please note.

Lifeline Theatre
Key Artistic Success Indicators for Overall Season
Please review this list of artistic season success indicators. Briefly comment on any that are confusing, that you disagree with, or that you'd articulate differently.
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Ensemble Response
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Critical Response
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Audience Response
Comments on overall season artistic success indicators?
Any additional overall season artistic success indicators you'd suggest?
Key Non-Artistic Success Indicators for Overall Season
Please review this list of non-artistic season success indicators. Briefly comment on any that are confusing, that you disagree with, or that you'd articulate differently.
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Financial
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Awards
Comments on non-artistic success indicators for overall season?
Any additional non-artistic success indicators for overall season you'd suggest?
Approach to Risks
Please review this summary of UrbanTheater Company’s approach to risks, and think about it in connection with play selection and season planning. Note any suggested clarifications/additions where indicated.
Comments on approach to risks?

Lifeline Theatre
Past Production “Hits” and “Misses”
Sometimes a theater company produces work that is deeply satisfying by artistic and/or financial, logistical and organizational measures and standards. Sometimes that’s not the case. In the next stage of research, Moonshot will pay particular attention to plays that represent a range of outcomes.
Please consider those productions you experienced or recall from the list below and respond to the questions. For purpose of our inquiry, we are looking at both artistic success/disappointment and non-artistic (financial, institutional, and other) success/disappointment.
This is a subjective exercise. Results, tabulated in the aggregate, will inform which productions are studied in greater depth.
Please check all of the following productions that you were involved in and/or experienced as an audience member:
Within each of the following categories, list 3-4 plays that, in your opinion:
Were particularly successful by artistic standards (quality of script, performances, production, etc.)
Were particularly successful by non-artistic measures and standards (financial, logistical, organizational, etc.)
Were particularly disappointing by artistic standards
Were particularly disappointing by non-artistic measures and standards
While we’ll be delving into the “why’s” of success/disappointment later in the Moonshot process, feel free to briefly comment on your sense of the “why’s” for any of the shows you listed.

Lifeline Theatre
Almost Done!
Any other observations/thoughts/comments you think would be helpful to further informing our collective understanding of the current play and season selection process?
Thank you for participating in this process. Are there any observations/thoughts/comments you would like to share with us regarding survey design, interface or your experience of taking the survey?
How long did it take you to complete the survey?
All done - or - No, not yet!
Lastly, let us know when you’ve completed the survey by checking the box below.
I have completed the survey.
Thank you again for participating in Moonshot! A reminder that you may return and complete or update your responses anytime through
November 18



