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TOURISM
PLANNING

 School of Hospitality Management
Planning defined
• It is a multidimensional activity and seeks
  to be integrative. It embraces social,
  economic, political, psychological,
  anthropological, and technological factors.
  It is concerned with the past, present and
  the future.




     School of Hospitality Management
General Concepts of Planning
• What is Planning
  -   In its broadest definition, planning is organizing the
  future to achieve certain objectives.




       School of Hospitality Management
General Concepts of Planning
• Major types of Planning
  -   Economic development planning.
  -   Physical land use planning;
  -   Infrastructure planning – transportation facilities and
      services, water supply, electric power, sewage and solid
      waste disposal, and telecommunications;
  -   Social facility planning – educational, medical, and
      recreation facilities and services
  -   Park and conservation planning
  -   Corporate planning
  -   Urban and regional planning – applies the comprehensive
      planning approach integrating economic, land use,
      infrastructure, social facility and park and conservation
      planning


        School of Hospitality Management
What is Planning?
                         Basic
                        human
                        activity




          Problem
                                       Rational
           Solving     PLANNING
                                        Choice
          Activity




                       Control of
                        Future
                        Action

    School of Hospitality Management
What Planning is NOT
• Not a purely individual activity
• Not present-oriented
• Has little or nothing in common with the
  “trial-and-error” approach in problem solving
• Not just the imagining of desirable futures
• Planning is the deliberate social or
  organizational activity of developing an
  optimal strategy for achieving a desired
  set of goals

      School of Hospitality Management
Tourism Planning
• Aimed at bringing certain benefits to society
  while maintaining sustainability of the
  industry
• Prepared within a time framework
• Must apply a flexible, comprehensive,
  integrated, environmental and sustainable,
  community-based and implementable
  approach
• May be incorporated into the general
  planning of an area
      School of Hospitality Management
General Concepts of Planning
• Objective
  – refers to what is expected to be
    achieved from the planning
• Policy
  – refers to the development approach
    applied to guide and determine
    decision-making
  – expressed in term of a set of statements
    and relates directly to the development
    objectives;
     School of Hospitality Management
General Concepts of Planning
• Plan
   – refers to an orderly arrangement of parts of an overall
     system that reflects the policy;
   – consists of maps, other graphic representations, and
     explanatory text including statements on
     recommendations;
• Strategy
   – refers to the means accomplishing the policy and plan
     recommendations
• Conservation
   – refers to the planned management of specific sites
     and places natural and cultural resources in general


       School of Hospitality Management
What does the scientific and technical literature say about our
tourism and sustainability?

• Jensen and Bonnevie (1995)
  -     On a global scale, the only fully sustainable tourism is to make tourists
  stay at home
• McKercher (1993)
  -     The concept of sustainability is itself a threat to the longevity of the
  tourism industry, because, moving toward an ecological definition of
  sustainability may reduce access to the natural resources upon which the
  industry depends.
• Campbell and Heck (1997)
  -     Suggested that sustainability is the condition where actions are
  socially desirable, economically feasible and ecologically viable.



         School of Hospitality Management
What does the scientific and technical literature say about
tourism and sustainability?
•   A sustainable solution occurs at
    the intersection of what is socially
    desirable, ecologically viable and
    economically feasible
                            Sustainable
                                                       Ecologically
                             Solution                    Viable




                                            Socially             Economically
                                           Desirable               Feasible




          School of Hospitality Management
What does the scientific and technical literature say about
tourism and sustainability?

• Sustainability must consider Temporal, Spatial,
  and Functional Scales
   – Three important aspects: time, space, and function
       -Time – concerns over what period do we measure the
  sustainability of tourism five years, a decade, a generation?
       -Space – concerns over how we judge sustainability by
  community, municipality, province, region, or country
       -Function – concerns over the functionality of state institutions




        School of Hospitality Management
What does the scientific and technical literature say about
tourism and sustainability?

• Sustainability deals with concept of equity
  -    Intra-generational equity deals with creating or
  strengthening opportunity, equalizing income or
  redistributing power within the host population where
  tourism is occurring.
  -    Inter-generational equity the need to preserve
  natural resources for future generations rather than
  considering how tourism development may affect those
  living in the future.


        School of Hospitality Management
What does the scientific and technical literature say about
tourism and sustainability?

• Achieving sustainability leads to social, economic
  and ecological systems that are more resilient
  -     Social resilience – the ability of human communities to respond
  or adapt to change
  -     Economic resiliency – communities with diverse economies are
  resilient in the sense that downturns in one industry do not
  significantly adverse the entire community’s economy.
  -     Ecological resiliency – the ability of an ecosystem to return to a
  state of equilibrium following some type of disturbance




        School of Hospitality Management
Useful indications of Sustainable Tourism


• What are indicators?
  -    Indicators measure of information with which decision-makers may
  reduce the chances of unknowingly taking poor decisions (WTO, 1996)

  -     Indicators are both a tool for management today and an investment
  in the future, since they reduce the risk of inadvertent damage to the
  resource base on which the industry depends (WTO, 1996)

  -   Indicators are pieces of information which measure things that are
  important to real decisions.




           School of Hospitality Management
Indicator                                                        Measure

Stress                                 Number of visitors/tourists (per annum/season)
Social Stress                          Ratio of visitor/tourist members to local population (per annum/per season)
Attractiveness                         List of natural and cultural resources
                                       Rate of attractiveness of cultural and natural resources
Planning process                       Existence of local/regional plan for development
Tourism Planning process               Existence of local/regional plan for tourism development
Area protection                        Category of protection
                                       Percentage of protected area compared to the whole territory of the destination
Local involvement                      Ratio the number of locally owned tourist business to the total number of tourist businesses
Local control                          Existence of formal measures (public hearing, community meeting, local referendum) to
                                            ensure local control over development planning and implementation
Employment                             Number of jobs created in tourism (full time equivalent)
                                       Ratio of local employee number to the number guest workers
Tourism contribution to the local      Proportion of local tax income generated by tourism only
     economy
Economic Diversity                     Share of different economic activities in the total tax income
Energy Consumption                     Ratio of renewable energy sources to non-renewable energy sources (consumption)
Waste Management                       Percentage of households with proper sewage system
                                       Percentage of waste receiving treatment
Education and training                 Percentage of local people involved in tourism with professional training and education
                                       Distribution of tourism employees by education
                                       Percentage of tourism employees (and local people) participating in on-the-job training in a
                                             given time
Local Satisfaction                     Overall perception of tourism’s impact to local community
Tourist Attraction                   Overall satisfaction of tourists concerning the quality and the value/price ratio of the complex
                        School of   Hospitality Management
                                         tourist product
                                     Percentage/change of repeat visits compared to first-time visits
The need for a tourism plan


• To determine the optimum level of tourism that can
  result in the achievement of environmental conservation
  objectives

• To ensure that the natural and cultural resources are
  indefinitely maintained in the process of development




       School of Hospitality Management
The need for a tourism plan


• There must be careful matching of tourist markets and
  products through the planning process without
  compromising socio-cultural and environmental
  objectives.

• The direct and indirect economic benefits can best be
  optimized through the careful and integrated planning.




       School of Hospitality Management
The need for a tourism plan


• Tourism can generate various socio-cultural benefits
  as well as problems

• Tourism is a multi-sectoral, complicated and
  fragmented activity such that planning and project
  development coordination are necessary

• Planning provides the rational basis for development
  staging and project programming.




     School of Hospitality Management
The need for a tourism plan


• To upgrade and revitalize existing outmoded or badly
  developed tourism areas and plan for new tourism areas
  in the future; and

• To satisfy the manpower skills and capability
  requirements of tourism development.




       School of Hospitality Management
Sub-Regional
and Area-Wide
Planning

 School of Hospitality Management
Sub-Regional and Area-Wide
Planning
• Made up of policy and structure plans
• Policy: states the extent of tourism development that
  is appropriate for the area and the special
  considerations.
• Structure Plans:
   – shows the access to the area
   – primary and secondary attractions
   – places or sites where tourist facilities will be concentrated
   – the connecting transportation network
   – Type and approximate amount of accommodation to be
     developed
   – Tour circuits and tourist stopovers


       School of Hospitality Management
Important principles in Area-Wide
Planning
• Establishment of a good access point or gateway for
  tourists visiting the area. There may be more than
  one.
• Establishment of a staging area at or near the access
  point.
• Clustering of tourist attractions: induces more tourists
  to visit the area and encourage them to stay longer.
  Efficient provision of access and other infrastructure.
• Designation of tourism development zones
• Designation of an interesting and efficient
  transportation network: should allow for organising
  tour circuits that form loops and minimize
  backtracking on the same roads

       School of Hospitality Management
Important Principles in Area-Wide Planning
 • Development of tourist stopovers: points of tourist
   interest, with minor tourist facilities
 • Provision of multi-purpose infrastructure: serves
   general community needs and tourism
   development

 • The Plan (area-wide / sub-regional) should also
   include:
    – Market analysis and establish market targets
    – Establish carrying capacities
    – Recommendations on institutional elements and
      environmental measures
    – Approaches to conserving local cultural identities and
      bringing benefits to local communities
        School of Hospitality Management

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TOUR 104 Week 4 tourism planning

  • 1. TOURISM PLANNING School of Hospitality Management
  • 2. Planning defined • It is a multidimensional activity and seeks to be integrative. It embraces social, economic, political, psychological, anthropological, and technological factors. It is concerned with the past, present and the future. School of Hospitality Management
  • 3. General Concepts of Planning • What is Planning - In its broadest definition, planning is organizing the future to achieve certain objectives. School of Hospitality Management
  • 4. General Concepts of Planning • Major types of Planning - Economic development planning. - Physical land use planning; - Infrastructure planning – transportation facilities and services, water supply, electric power, sewage and solid waste disposal, and telecommunications; - Social facility planning – educational, medical, and recreation facilities and services - Park and conservation planning - Corporate planning - Urban and regional planning – applies the comprehensive planning approach integrating economic, land use, infrastructure, social facility and park and conservation planning School of Hospitality Management
  • 5. What is Planning? Basic human activity Problem Rational Solving PLANNING Choice Activity Control of Future Action School of Hospitality Management
  • 6. What Planning is NOT • Not a purely individual activity • Not present-oriented • Has little or nothing in common with the “trial-and-error” approach in problem solving • Not just the imagining of desirable futures • Planning is the deliberate social or organizational activity of developing an optimal strategy for achieving a desired set of goals School of Hospitality Management
  • 7. Tourism Planning • Aimed at bringing certain benefits to society while maintaining sustainability of the industry • Prepared within a time framework • Must apply a flexible, comprehensive, integrated, environmental and sustainable, community-based and implementable approach • May be incorporated into the general planning of an area School of Hospitality Management
  • 8. General Concepts of Planning • Objective – refers to what is expected to be achieved from the planning • Policy – refers to the development approach applied to guide and determine decision-making – expressed in term of a set of statements and relates directly to the development objectives; School of Hospitality Management
  • 9. General Concepts of Planning • Plan – refers to an orderly arrangement of parts of an overall system that reflects the policy; – consists of maps, other graphic representations, and explanatory text including statements on recommendations; • Strategy – refers to the means accomplishing the policy and plan recommendations • Conservation – refers to the planned management of specific sites and places natural and cultural resources in general School of Hospitality Management
  • 10. What does the scientific and technical literature say about our tourism and sustainability? • Jensen and Bonnevie (1995) - On a global scale, the only fully sustainable tourism is to make tourists stay at home • McKercher (1993) - The concept of sustainability is itself a threat to the longevity of the tourism industry, because, moving toward an ecological definition of sustainability may reduce access to the natural resources upon which the industry depends. • Campbell and Heck (1997) - Suggested that sustainability is the condition where actions are socially desirable, economically feasible and ecologically viable. School of Hospitality Management
  • 11. What does the scientific and technical literature say about tourism and sustainability? • A sustainable solution occurs at the intersection of what is socially desirable, ecologically viable and economically feasible Sustainable Ecologically Solution Viable Socially Economically Desirable Feasible School of Hospitality Management
  • 12. What does the scientific and technical literature say about tourism and sustainability? • Sustainability must consider Temporal, Spatial, and Functional Scales – Three important aspects: time, space, and function -Time – concerns over what period do we measure the sustainability of tourism five years, a decade, a generation? -Space – concerns over how we judge sustainability by community, municipality, province, region, or country -Function – concerns over the functionality of state institutions School of Hospitality Management
  • 13. What does the scientific and technical literature say about tourism and sustainability? • Sustainability deals with concept of equity - Intra-generational equity deals with creating or strengthening opportunity, equalizing income or redistributing power within the host population where tourism is occurring. - Inter-generational equity the need to preserve natural resources for future generations rather than considering how tourism development may affect those living in the future. School of Hospitality Management
  • 14. What does the scientific and technical literature say about tourism and sustainability? • Achieving sustainability leads to social, economic and ecological systems that are more resilient - Social resilience – the ability of human communities to respond or adapt to change - Economic resiliency – communities with diverse economies are resilient in the sense that downturns in one industry do not significantly adverse the entire community’s economy. - Ecological resiliency – the ability of an ecosystem to return to a state of equilibrium following some type of disturbance School of Hospitality Management
  • 15. Useful indications of Sustainable Tourism • What are indicators? - Indicators measure of information with which decision-makers may reduce the chances of unknowingly taking poor decisions (WTO, 1996) - Indicators are both a tool for management today and an investment in the future, since they reduce the risk of inadvertent damage to the resource base on which the industry depends (WTO, 1996) - Indicators are pieces of information which measure things that are important to real decisions. School of Hospitality Management
  • 16. Indicator Measure Stress Number of visitors/tourists (per annum/season) Social Stress Ratio of visitor/tourist members to local population (per annum/per season) Attractiveness List of natural and cultural resources Rate of attractiveness of cultural and natural resources Planning process Existence of local/regional plan for development Tourism Planning process Existence of local/regional plan for tourism development Area protection Category of protection Percentage of protected area compared to the whole territory of the destination Local involvement Ratio the number of locally owned tourist business to the total number of tourist businesses Local control Existence of formal measures (public hearing, community meeting, local referendum) to ensure local control over development planning and implementation Employment Number of jobs created in tourism (full time equivalent) Ratio of local employee number to the number guest workers Tourism contribution to the local Proportion of local tax income generated by tourism only economy Economic Diversity Share of different economic activities in the total tax income Energy Consumption Ratio of renewable energy sources to non-renewable energy sources (consumption) Waste Management Percentage of households with proper sewage system Percentage of waste receiving treatment Education and training Percentage of local people involved in tourism with professional training and education Distribution of tourism employees by education Percentage of tourism employees (and local people) participating in on-the-job training in a given time Local Satisfaction Overall perception of tourism’s impact to local community Tourist Attraction Overall satisfaction of tourists concerning the quality and the value/price ratio of the complex School of Hospitality Management tourist product Percentage/change of repeat visits compared to first-time visits
  • 17. The need for a tourism plan • To determine the optimum level of tourism that can result in the achievement of environmental conservation objectives • To ensure that the natural and cultural resources are indefinitely maintained in the process of development School of Hospitality Management
  • 18. The need for a tourism plan • There must be careful matching of tourist markets and products through the planning process without compromising socio-cultural and environmental objectives. • The direct and indirect economic benefits can best be optimized through the careful and integrated planning. School of Hospitality Management
  • 19. The need for a tourism plan • Tourism can generate various socio-cultural benefits as well as problems • Tourism is a multi-sectoral, complicated and fragmented activity such that planning and project development coordination are necessary • Planning provides the rational basis for development staging and project programming. School of Hospitality Management
  • 20. The need for a tourism plan • To upgrade and revitalize existing outmoded or badly developed tourism areas and plan for new tourism areas in the future; and • To satisfy the manpower skills and capability requirements of tourism development. School of Hospitality Management
  • 21. Sub-Regional and Area-Wide Planning School of Hospitality Management
  • 22. Sub-Regional and Area-Wide Planning • Made up of policy and structure plans • Policy: states the extent of tourism development that is appropriate for the area and the special considerations. • Structure Plans: – shows the access to the area – primary and secondary attractions – places or sites where tourist facilities will be concentrated – the connecting transportation network – Type and approximate amount of accommodation to be developed – Tour circuits and tourist stopovers School of Hospitality Management
  • 23. Important principles in Area-Wide Planning • Establishment of a good access point or gateway for tourists visiting the area. There may be more than one. • Establishment of a staging area at or near the access point. • Clustering of tourist attractions: induces more tourists to visit the area and encourage them to stay longer. Efficient provision of access and other infrastructure. • Designation of tourism development zones • Designation of an interesting and efficient transportation network: should allow for organising tour circuits that form loops and minimize backtracking on the same roads School of Hospitality Management
  • 24. Important Principles in Area-Wide Planning • Development of tourist stopovers: points of tourist interest, with minor tourist facilities • Provision of multi-purpose infrastructure: serves general community needs and tourism development • The Plan (area-wide / sub-regional) should also include: – Market analysis and establish market targets – Establish carrying capacities – Recommendations on institutional elements and environmental measures – Approaches to conserving local cultural identities and bringing benefits to local communities School of Hospitality Management