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Presented by
Stephen McCool
The University of Montana
Missoula, Montana
Shortcourse Goals
 Understand consequences of growing tourist demand
  for Namibian resources
 Provide a framework for thinking about management
 Build awareness of the science and practice of visitor
  management
 A focus more on the why rather than the what or how
Shortcourse
Organization/Procedures
 Facilitated discussion
    Participants provide examples, opportunities and
     challenges from real world
    Facilitator provides a sense of principles from the
     literature and experience
 Organization
    Protected Areas and Tourism in a Changing World
    Identification of Issues
    Presentation and Discussion of Principles
Stewardship Responsibilities
 Developing a vision
   Protect values and resources
   Enhance quality of life
   Provide opportunities for employment and income
 Designing a pathway to achieve it
   What actions are effective, efficient, and equitable?
 Monitoring the journey along the pathway
   Is what we thought would happen, really happening?
How do we meet these responsibilities
with respect to tourism and visitation?
 Use best knowledge available, including science and
 our experience, we manage:
                          Competing
                           Demands




         Relationships
             with                     Joint Learning
         Constituencies
But, we know there are obstacles to
addressing any of the above tasks
 Funding
 Politics
 Organizational learning, technical proficiency
 Lack of trust
 Institutional design
 Procedural orientation
And we know that protected area
stewardship exists within
 A dynamic, often contentious political context,
 Groups vie and compete for “veto” power over
  protected area actions,
 Disagreements over goals of protected areas exist,
 There is often scientific uncertainty about cause-effect
  relationships,
 The power to plan and the power to implement plans
  are often distinct and separated, and
 Inequities in access to information exist
Thus, protected area stewardship
 Is a wicked problem
    Framing the question of management itself is
     problematic
 And a messy situation
    There are no solutions (e.g., answers)
    Just resolutions (e.g., agreements)
    Problems are interconnected
    Problems return because the context changes
 Cannot proceed as normal
 Finally, the future is not like the past
What is the world like?
 The PLUS world of the past
    Predictable
    Linear
    Understandable
    Stable
 The DICE World of the future
    Dynamic
    Impossible to understand completely
    Complex
    Ever-changing
Small Group Assignment
 What do you see as the key issue in the provision of
 visitor and tourism opportunities on MET
 administered lands over the next decade?
   Short phrases
   Take 30 minutes
   Each group reports on three most significant
So, What Principles will Help Address
These Issues in a DICE World …
So We Can be Better Stewards?
Some Principles for Managing Visitors
in Protected Areas – A Preface
 Making tradeoffs between protection and
  visitation/tourism
 What objective ultimately constrains tourism
  development?
 Determine how much change is acceptable
       Making tradeoffs, but involves more than just the biophysical,
        also includes the experiential, how much change is acceptable
 Principles derived from science
In a Messy World …
 Need a framework to work through issues, challenges
  and opportunities
 Principles help us do the working through
 Principles are not answers, but they serve as a
  framework to structure our thinking
Principle 1:
Appropriate Management Depends
Upon Objectives
 Objectives tell us what to achieve
 Help organize action
 Reflect social agreement on purpose of protected
 area
Objectives Provide Vision of the
Future
 But, whose future?

              Desired   Various futures




              Present
Typical objectives
 “protect the resource”
 “provide a diversity of recreation opportunities”
 Do not provide specific enough direction for decisions
 Do not provide for benchmarks to measure progress
 Not specific enough, lead to an illusion of agreement
 when in fact there is significant disagreement
What are the characteristics of
good objectives?
 Specific – not vague (e.g., protect the resource)
 Output-oriented – what is the desired result?
    Type of experience, biophysical condition
 Quantitative – how to measure the objective so we know if
  it is achieved
    So many people have achieved adventure, challenge, etc.
    No more than 80% of the campsites have more than 50 sq. meters
     of barren soil
 Realistic – the objective is attainable with some effort
 Time-bound – the time frame for achieving the objective is
  specified
Principle 2:
Diversity in Biophysical and Social
Conditions Is Inevitable and May be
Desirable
  Human induced changes vary by location
  Such changes also vary in acceptability
  Is such variation desirable?
     If so, allocating areas to different opportunities is a
      useful technique--allocation termed zoning
Example:
Expected outcomes for visitors in
Glacier National Park
 Nature appreciation
 Solitude
 Introspection
 Security
 Challenge/Adventure
 Group cohesiveness
 Personal Control
Motivations Occur in Packages
 Escapists
    High on personal control and solitude
 Naturalists
    Scenery, introspection and wildlife
 Parkists
    Introspection, security and personal control
 Frustrated Solitude Seekers
    Solitude, security and scenery
Visitor Data Glacier National Park

   Frustrated Solit ude                        21. 9




              Parkist s                   19. 5




           Naturalists                14. 7




             Escapist s                                         36. 7



                          0.0   5.0           10. 0     15. 0      20. 0   25. 0   30. 0   35. 0   40. 0

                                                       Percent of Respondents
Variability in Acceptability
  Percent selecting picture with nine or more people, Swiftcurrent




    F rus trated Solit ude




                Park ist s




             Naturalis ts
                                                                                                    Prefer red

                                                                                                    Acceptable
                Esc apist s



                             0.0     10. 0    20. 0     30. 0     40. 0     50. 0   60. 0   70. 0    80. 0

                                                       Percent of Respondents
                               Outdoor Recreation Planning
                               Capstone 6 -- Fall 2002
Thus,
 No such thing as an average visitor!!
 Acceptability of conditions varies by visitor type
 Who is the park managed for?
 Finally, management is driven by variability more than
  averages
Zoning as a means of protection for
both biophysical and social conditions
 Allocates land to different opportunities and
  conditions
 Controls the spread of the types and amounts of
  impacts
 Protects unique and highly valued opportunities
Principle 3:
Management is Directed at
Influencing Human-Induced Change
 Ecosystems are dynamic, change always occurring
 Human use occurs within context of change
 Underlying assumption that human uses threaten park
  values
 Protected area planning is directed toward the location,
  type and intensity of human-induced change
Some Visitor Management
Processes for Dealing with Change
 Carrying (Visitor) Capacity based Frameworks –
 1960s +
   Social, Biophysical, Facility
 Recreation Opportunity Spectrum based
  Frameworks
   Recreation Opportunity Spectrum – 1970s
   Tourism Opportunity Spectrum – 1990s
   Water Recreation Opportunity Spectrum – 2000s
Some Visitor Management
Processes for Dealing with Change
 Limits of Acceptable Change based Frameworks
     Limits of Acceptable Change – 1980s
     Visitor Impact Management – 1980s
     Visitor Experience and Resource Protection – 1990s
     Tourism Optimization and Management Model– 1990s
 The Benefits Based Management Framework –
  1990s
 Placed-based Frameworks – 2000s
Principle 4:
Impacts on Resources and Social
Conditions are Inevitable Consequences
of Human Use
 Any level of use leads to some kind of impact
 Can managers prevent visitor impacts from occurring?
What is the relationship between
use level and impact?

  Impact




            Use Level
Given this relationship …
 How much change is acceptable?
 How would you decide?
 Is this a technical question or a value judgment?
But, Setting Standards Means Making
Choices Among Visitor Experiences

                         What standard should we use?
   Impact
                             How do we decide?

                         Setting standards is a function of
                         human values.




             Use Level
Principle 5:
Impacts may be Spatially or
Temporally Discontinuous
 Impacts often occur offsite
 Impacts may take a long time to appear
 Secondary and tertiary effects difficult to ascertain and
  attribute
 Need to think regionally, the Whack a Mole
  Phenomenon
An example
 Campsite impacts too high,
    Thus, closing campsites to reduce impacts seems to be a
     reasonable action.
 But, didn’t work
 Visitors create new campsites
    Thus, the total impact is actually larger
 This represents a focus on the event (campsite
  impacts, not understanding the system)
A “Fixes that Fail” System

                  Close Campsites

                                      Delay
                             Delay

                                              Unintended
            Gap
                                              Consequence
                                      People create
Desired
                   Current Campsite   new campsites
Condition
                   Condition
Principle 6:
Many Variables Influence the
Use/Impact Relationship
 Use level may be important in influencing amount of
  impact, but
 Other variables often more significant
    behavior
    season
    type and size of group
    biophysical characteristics
Principle 7:
Many Management Problems are
Not Use Density Dependent
 Visitors seek many different things during a visit to a
  protected area
 Motivations such as solitude, adventure, learning,
  appreciating and learning about nature, family
  cohesiveness
    not all of the above are adversely affected by number of
     visitors
 Other problems--littering, etc.
Principle 8:
Limiting Use is Only One of Many
Management Options
 Limiting use may be one management tool, but …
 It may not be effective in dealing with problems
 It controls use levels, but does it control impacts
 The problem of problem displacement
Managers have a box of “tools” available,
but … to what extent do we want regulation
and intrusive measures?
How Systems Thinking Can Help Avoid
Traps when Limiting Use

              Limit Use



                                        Side Effects:
                                  Implement More Rules
         Unacceptable Impacts       Shift Use Elsewhere
                                 Impact Visitor Experience




          Visitor Behavior and
         Development Patterns
Principle 9:
Monitoring is Essential to
Professional Management
 Periodic remeasurement of key information variables
  or indicators
 Followed by evaluation and reflection
 Key attributes
    feasible
    objective
    timely
Monitoring Plan is an Essential Part
of Management
 Description of procedures
 How data will be analyzed, displayed and evaluated
 How does monitoring data influence planning and
  management?
 Personnel assignments
Monitoring Principles
 Where conditions are at or in violation of standards
 Where conditions are changing rapidly
 Where values are threatened by visitation
 Where effects of management are unknown




   Source: Cole 1989
Principle 10:
The Decision-Making Process
Should Separate Technical
Description from Value Judgments
 What is is not necessarily what should be
 Separate inventory from decisions about what should
  be done in time
Principle 11:
Consensus among Affected Groups
is Needed for Implementation
 Shared problem definition
 Problem can be resolved through public involvement
 Inclusive
 Live with results
 Knowledge distributed equally
 Permission to act
Successful
            Management




Technical                   Public
 Process                  Engagement
   Implementation of plan
   Understanding social acceptability
   Representativeness
   Learning
   Ownership
   Relationships
   Many visitor management issues confronting
    MET
   Principles serve as a framework for thinking
    through
   Not answers, but ways to reflect
   In the long run, reflection leads to more
    efficient management
Thank You




         Steve.McCool@gmail.com
  Perspectives on Protected Area Planning
http://pasqueflowerparadigms.blogspot.com

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Principles of visitor management

  • 1. Presented by Stephen McCool The University of Montana Missoula, Montana
  • 2. Shortcourse Goals  Understand consequences of growing tourist demand for Namibian resources  Provide a framework for thinking about management  Build awareness of the science and practice of visitor management  A focus more on the why rather than the what or how
  • 3. Shortcourse Organization/Procedures  Facilitated discussion  Participants provide examples, opportunities and challenges from real world  Facilitator provides a sense of principles from the literature and experience  Organization  Protected Areas and Tourism in a Changing World  Identification of Issues  Presentation and Discussion of Principles
  • 4. Stewardship Responsibilities  Developing a vision  Protect values and resources  Enhance quality of life  Provide opportunities for employment and income  Designing a pathway to achieve it  What actions are effective, efficient, and equitable?  Monitoring the journey along the pathway  Is what we thought would happen, really happening?
  • 5. How do we meet these responsibilities with respect to tourism and visitation?  Use best knowledge available, including science and our experience, we manage: Competing Demands Relationships with Joint Learning Constituencies
  • 6. But, we know there are obstacles to addressing any of the above tasks  Funding  Politics  Organizational learning, technical proficiency  Lack of trust  Institutional design  Procedural orientation
  • 7. And we know that protected area stewardship exists within  A dynamic, often contentious political context,  Groups vie and compete for “veto” power over protected area actions,  Disagreements over goals of protected areas exist,  There is often scientific uncertainty about cause-effect relationships,  The power to plan and the power to implement plans are often distinct and separated, and  Inequities in access to information exist
  • 8. Thus, protected area stewardship  Is a wicked problem  Framing the question of management itself is problematic  And a messy situation  There are no solutions (e.g., answers)  Just resolutions (e.g., agreements)  Problems are interconnected  Problems return because the context changes  Cannot proceed as normal  Finally, the future is not like the past
  • 9. What is the world like?  The PLUS world of the past  Predictable  Linear  Understandable  Stable  The DICE World of the future  Dynamic  Impossible to understand completely  Complex  Ever-changing
  • 10. Small Group Assignment  What do you see as the key issue in the provision of visitor and tourism opportunities on MET administered lands over the next decade?  Short phrases  Take 30 minutes  Each group reports on three most significant
  • 11. So, What Principles will Help Address These Issues in a DICE World … So We Can be Better Stewards?
  • 12. Some Principles for Managing Visitors in Protected Areas – A Preface  Making tradeoffs between protection and visitation/tourism  What objective ultimately constrains tourism development?  Determine how much change is acceptable  Making tradeoffs, but involves more than just the biophysical, also includes the experiential, how much change is acceptable  Principles derived from science
  • 13. In a Messy World …  Need a framework to work through issues, challenges and opportunities  Principles help us do the working through  Principles are not answers, but they serve as a framework to structure our thinking
  • 14. Principle 1: Appropriate Management Depends Upon Objectives  Objectives tell us what to achieve  Help organize action  Reflect social agreement on purpose of protected area
  • 15. Objectives Provide Vision of the Future  But, whose future? Desired Various futures Present
  • 16. Typical objectives  “protect the resource”  “provide a diversity of recreation opportunities”  Do not provide specific enough direction for decisions  Do not provide for benchmarks to measure progress  Not specific enough, lead to an illusion of agreement when in fact there is significant disagreement
  • 17. What are the characteristics of good objectives?  Specific – not vague (e.g., protect the resource)  Output-oriented – what is the desired result?  Type of experience, biophysical condition  Quantitative – how to measure the objective so we know if it is achieved  So many people have achieved adventure, challenge, etc.  No more than 80% of the campsites have more than 50 sq. meters of barren soil  Realistic – the objective is attainable with some effort  Time-bound – the time frame for achieving the objective is specified
  • 18. Principle 2: Diversity in Biophysical and Social Conditions Is Inevitable and May be Desirable  Human induced changes vary by location  Such changes also vary in acceptability  Is such variation desirable?  If so, allocating areas to different opportunities is a useful technique--allocation termed zoning
  • 19. Example: Expected outcomes for visitors in Glacier National Park  Nature appreciation  Solitude  Introspection  Security  Challenge/Adventure  Group cohesiveness  Personal Control
  • 20. Motivations Occur in Packages  Escapists  High on personal control and solitude  Naturalists  Scenery, introspection and wildlife  Parkists  Introspection, security and personal control  Frustrated Solitude Seekers  Solitude, security and scenery
  • 21. Visitor Data Glacier National Park Frustrated Solit ude 21. 9 Parkist s 19. 5 Naturalists 14. 7 Escapist s 36. 7 0.0 5.0 10. 0 15. 0 20. 0 25. 0 30. 0 35. 0 40. 0 Percent of Respondents
  • 22. Variability in Acceptability Percent selecting picture with nine or more people, Swiftcurrent F rus trated Solit ude Park ist s Naturalis ts Prefer red Acceptable Esc apist s 0.0 10. 0 20. 0 30. 0 40. 0 50. 0 60. 0 70. 0 80. 0 Percent of Respondents Outdoor Recreation Planning Capstone 6 -- Fall 2002
  • 23. Thus,  No such thing as an average visitor!!  Acceptability of conditions varies by visitor type  Who is the park managed for?  Finally, management is driven by variability more than averages
  • 24. Zoning as a means of protection for both biophysical and social conditions  Allocates land to different opportunities and conditions  Controls the spread of the types and amounts of impacts  Protects unique and highly valued opportunities
  • 25. Principle 3: Management is Directed at Influencing Human-Induced Change  Ecosystems are dynamic, change always occurring  Human use occurs within context of change  Underlying assumption that human uses threaten park values  Protected area planning is directed toward the location, type and intensity of human-induced change
  • 26. Some Visitor Management Processes for Dealing with Change  Carrying (Visitor) Capacity based Frameworks – 1960s +  Social, Biophysical, Facility  Recreation Opportunity Spectrum based Frameworks  Recreation Opportunity Spectrum – 1970s  Tourism Opportunity Spectrum – 1990s  Water Recreation Opportunity Spectrum – 2000s
  • 27. Some Visitor Management Processes for Dealing with Change  Limits of Acceptable Change based Frameworks  Limits of Acceptable Change – 1980s  Visitor Impact Management – 1980s  Visitor Experience and Resource Protection – 1990s  Tourism Optimization and Management Model– 1990s  The Benefits Based Management Framework – 1990s  Placed-based Frameworks – 2000s
  • 28. Principle 4: Impacts on Resources and Social Conditions are Inevitable Consequences of Human Use  Any level of use leads to some kind of impact  Can managers prevent visitor impacts from occurring?
  • 29. What is the relationship between use level and impact? Impact Use Level
  • 30. Given this relationship …  How much change is acceptable?  How would you decide?  Is this a technical question or a value judgment?
  • 31. But, Setting Standards Means Making Choices Among Visitor Experiences What standard should we use? Impact How do we decide? Setting standards is a function of human values. Use Level
  • 32. Principle 5: Impacts may be Spatially or Temporally Discontinuous  Impacts often occur offsite  Impacts may take a long time to appear  Secondary and tertiary effects difficult to ascertain and attribute  Need to think regionally, the Whack a Mole Phenomenon
  • 33. An example  Campsite impacts too high,  Thus, closing campsites to reduce impacts seems to be a reasonable action.  But, didn’t work  Visitors create new campsites  Thus, the total impact is actually larger  This represents a focus on the event (campsite impacts, not understanding the system)
  • 34. A “Fixes that Fail” System Close Campsites Delay Delay Unintended Gap Consequence People create Desired Current Campsite new campsites Condition Condition
  • 35. Principle 6: Many Variables Influence the Use/Impact Relationship  Use level may be important in influencing amount of impact, but  Other variables often more significant  behavior  season  type and size of group  biophysical characteristics
  • 36. Principle 7: Many Management Problems are Not Use Density Dependent  Visitors seek many different things during a visit to a protected area  Motivations such as solitude, adventure, learning, appreciating and learning about nature, family cohesiveness  not all of the above are adversely affected by number of visitors  Other problems--littering, etc.
  • 37. Principle 8: Limiting Use is Only One of Many Management Options  Limiting use may be one management tool, but …  It may not be effective in dealing with problems  It controls use levels, but does it control impacts  The problem of problem displacement
  • 38. Managers have a box of “tools” available, but … to what extent do we want regulation and intrusive measures?
  • 39. How Systems Thinking Can Help Avoid Traps when Limiting Use Limit Use Side Effects: Implement More Rules Unacceptable Impacts Shift Use Elsewhere Impact Visitor Experience Visitor Behavior and Development Patterns
  • 40. Principle 9: Monitoring is Essential to Professional Management  Periodic remeasurement of key information variables or indicators  Followed by evaluation and reflection  Key attributes  feasible  objective  timely
  • 41. Monitoring Plan is an Essential Part of Management  Description of procedures  How data will be analyzed, displayed and evaluated  How does monitoring data influence planning and management?  Personnel assignments
  • 42. Monitoring Principles  Where conditions are at or in violation of standards  Where conditions are changing rapidly  Where values are threatened by visitation  Where effects of management are unknown Source: Cole 1989
  • 43. Principle 10: The Decision-Making Process Should Separate Technical Description from Value Judgments  What is is not necessarily what should be  Separate inventory from decisions about what should be done in time
  • 44. Principle 11: Consensus among Affected Groups is Needed for Implementation  Shared problem definition  Problem can be resolved through public involvement  Inclusive  Live with results  Knowledge distributed equally  Permission to act
  • 45. Successful Management Technical Public Process Engagement
  • 46. Implementation of plan  Understanding social acceptability  Representativeness  Learning  Ownership  Relationships
  • 47. Many visitor management issues confronting MET  Principles serve as a framework for thinking through  Not answers, but ways to reflect  In the long run, reflection leads to more efficient management
  • 48. Thank You Steve.McCool@gmail.com Perspectives on Protected Area Planning http://pasqueflowerparadigms.blogspot.com