The document outlines a management plan for an estate owned by a charity. [1] The plan seeks to transform the estate's management from purely financial transactions to ones that also consider emotional values over 12 years. [2] Milestones are established for the castle, beach, and heath areas that will boost tourism, generate renewable energy, and promote habitat conservation over this period. [3] The recommendations emphasize implementing the long-term vision of promoting eco-tourism, stakeholder involvement, generating short-term revenue, obtaining external funding, and addressing staff shortages.

1. Tools and Techniques.
Developing a Management plan for an
Estate.
Mohammed Fazlur Rahman.
M.Sc. (Management Consultancy)

2. Objectives.
1) Development of a Management plan based on
emotional values.
2) Identification and application of various management
tools and techniques in plan development.
3) A long term (12 years) plan with mile stones.
4) Mile stones explain,
a) The plan process.
b) Generation of revenue.
c) Emotional values involved.
d) Benefits in the short term and long term

3. Introduction.
Charity bequeaths an estate with a ruined castle, 4 mile safe beach
and a protected heath.
Tourism based local economy, lack of I/T and other skills.
Management of 12 staff, overstretched.
Revenue sources: Car parks,local housing, farm rents,etc.
Stakeholders: Charity members, local residents, tourists, local
farmers, tenants, beach & heath users.
Vision: Move from ‘Transaction that are financial’ to ‘Transactions
that are emotional’.

4. Estate Overview.
1) SWOT Analysis:
Strengths : Tourism potential sights.
a) Castle
b) Beach
c) Heath.
Weakness: Overstretched staff, less autonomy,Govt.legislations.
Opportunities:
a) Castle developed into a film shooting site.
b) Heath recycling projects: Natural fertiliser & Bio gas.
c) Beach : Wind Turbine / Renewable energy.
Threats:
a) Competition form Eco-tourist sites.
b) Disasters: Natural and artificial.
c) Mismanagement : Shortage of staff.

5. Castle Operational Mile Stones
• Year 1. • Year 8.
• Agricultural market • Marketing Efforts
place. • Local , UK , EU &
• Museum. Global Tour
• Laser Light & Music operators.
show. • Internet Advertising.
• Year 12.
• Year 4.
• Historical film city.
• Resort & Spa. • Film sets
• Horse stable. development.
• Estate Website.

6. Beach Operational Mile Stones
• Year 1. • Year 8.
• Sun bathing.
• Beach huts. • Wind Turbines :
• Beach sports. Design &
Installation.
• Year 4. • Year 12.
• Manual Rowing • Wind Turbines :
boats. Construction,
• Diving. Activation &
Management.
• Marine life
exploration.

7. Heath Operational Mile Stones
• Year 1. • Year 8.
Designing
• Natural Habitat. • Natural Fertilizer
plant
• Bio Gas plant
• Year 12.
• Year 4. • Construction &
Management.
• Bird Sanctuary • Natural Fertilizer
plant
• Bio Gas plant

8. Conclusions.
1) Stakeholder interests have been represented.
2) Legislation regarding urban development regulations.
3) Project is financially viable, increases access to countryside,
beaches and heath lands.
4) Transactions are more emotional than being financial, include
concerns about,
a) Environment.
b) Energy conversation.
c) Recycling.
d) Employment generation.
e) Focus on heritage
f) Involvement of a larger section of stakeholders.
5) Application of strategic tools and techniques helped in achieving
the objectives of this report.

9. Recommendations.
1) Focus on Eco-tourism, which incorporates the objectives
and emotional values.
2) Implementation of ‘Vision 2020’ plan.
3) Involvement of stakeholders for effective communication of
‘Vision 2020’.
4)Revenue generated from short term projects with a saving
focus.
5) External funding:Members of charity & public by
highlighting recycling and energy conservation efforts.
6) Financial aid Govt., UNESCO and other organizations.
7) Utilize volunteer services in order to overcome staff
shortages.