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The PROSERV Group




                     Training & Capacity Building in
                              Concessions

              What Communities and Civil Society Need to Know
                                       Ema Batey March 2012




                                 The Context                                                                                   The Context
                                                                                                          RESPONSIBILITIES CONFERRED TO COMMUNITIES
           OPPORTUNITIES FOR COMMUNITIES IN CONCESSION AREAS

                                                                                                      MANAGEMENT OF                    EMBRACE / PERSUE               EMBRACE FORMAL
                                                                                                    COMMUNITY INCOME                  ALTERNATIVE INCOME             WORKING CONDITIONS
             PARTICIPATIVE              VALUE CHAIN           DIRECT EMPLOYMENT
                                                                                                   EFFECTIVE PARTNERING               OPTIONS, UNDERTAKE               & ALTERNATIVE
            OWNERSHIP OF                  LINKAGES               OPPORTUNITIES                      IN TOURISM VENTURE                ENTREPENURIAL RISKS,              LIVELIHOODS,
               TOURISM               (SERVICES, SUPPLIES         (THROUGH THE                         LAND & RESOURCE                  INVEST IN START UP             CULTURES, SKILLS &
            DEVELOPMENTS                & PRODUCTS)             VARIOUS PHASES)                         MANAGEMENT                        RESOURCES                 LANGUAGE DIFFERENCES


                COMMON CONSTRAINTS IN REALIZING THESE OPPORTUNITIES                                                               POTENTIAL AREAS OF CONFLICT

                                                                                                                              INABILITY TO PENETRATE
Limited understanding of      Limited awareness of                                          MANAGEMENT                        TOURIST MARKET, MEET             CONTRACTING ISSUES,
    tourism industry,                                         Limited formal            CONFLICTS, ALLOCATION               DEMAND, SUPPLY QUALITY /          LOW SALARIES, LIMITED
                               tourism demand for
  demand & dynamics,                                         education, skills           /USE OF COMMUNITY                     CONSISTANCY / VALUE =                SCOPE FOR
                               products & services,
   business & financial                                         training &                 FUNDS, CULTURAL                      LIMITED INCOME TO                ADVANCEMENT,
  management, roles &         business development                                        CONFLICTS / UNMET                 COMMUNITY ENTREPENURES            CONFLICT WITH OUTSIDE
                                                           experience in formal
    responsibilities of      skills, access to inputs &                                     EXPECTATIONS                       = NO VALORIZATION OF
                                                                                                                                                                   EMPLOYEES
                                                               employment                                                            TOURISM
        partners              value of local offering




                                                                                                      How the standard approach to training, in scope and timing, does not
              Creating Real Capacity to Explore the                                                    adequately foster real stewardship by communities or provide
                                                                                                                     the necessary tools to effectively
                    Opportunities of Tourism                                                                        engage in the tourism value chain.

                                                                                                    Scope & Timing                                  Assumptions / Shortcomings
    What Communities Need to Know in Advance:                                              Pre-Concession / Concession                •Understanding of the opportunities, context and potential
                                                                                           Allocation                                 of tourism
                                                                                           •limited to land title / participation
                                        WHO ARE                       WHAT CAN                                                        •Readiness to embrace alternative livelihoods and a high
             WHAT IS                                                                       issues,
                                     TOURISTS & WHY                 TOURISM DO FOR                                                    level of entrepreneurial spirit/ capacity amongst
                                                                                           •If community ownership / partnership
            TOURISM?                                                                                                                  communities
                                     WILL THEY COME?                      THE              = community association,
                                                                                           management agreements with                 •Focuses primarily on employment readiness and places
                                                                     COMMUNITY?
        •Define tourist,                                                                   investors etc                              the burden of that training primarily on the investor /
                                    •What experiences                                                                                 partner
        tourism and                                                                        Construction / Development of
                                    tourists want /                •SWOT analysis of       tourism infrastructure
        general concepts                                                                                                              •Fails to address the wider scope of opportunities for
                                    don’t want                     potential in local      •Limited general labor on job training /   communities along the tourism value chain
        •Sustainability                                                                    skilled labor is imported
                                    •Cultural                      •Identify
        •Cultural tourism                                                                  Commercialization of Tourism
                                                                                                                                      •Fails to involve & mobilize collective resources
                                    differences & value            opportunities                                                      (government, donors, funding partners and private sector)
        •Eco tourism                                                                       Venture
                                    of local culture               •Assess potential
        •Nature tourism                                                                    •Entry level vocational skills training
                                    •Differentiation               negatives &
                                                                                           On-going
                                    with countries of              mitigation              •Limited to that which the tourism
                                    origin                         strategies              operator deems necessary and / or
                                                                                           donor funded linkages projects
Training & Capacitation Needs                                                                    Training & Capacitation Needs
                      by Segment & Phase:                                                                              by Segment & Phase:
                                                                                                             DURING THE CONCESSIONING – COMMUNITY ASSOCIATIONS IN
                           PRE-CONCESSION – COMMUNITY LEVEL
                                                                                                                      PARTNERSHIPS WITH TOURISM VENTURES
                     EXPECTATIONS, UNDERSTANDING & AWARENESS                                                        •Understand the framework of the concession agreement
 •What is tourism / What is a Concession / How does the process work / What are the                    •Establish rights and responsibilities and roles in making a success of the project
 stakeholders roles & responsibilities / What are the pros and cons of a tourism based local      • Form realistic expectations & communicate these to community members they represent
 economy
                                                                                                       •Understand what the opportunities are & how to prepare to make use of these
                         WHAT ASSETS DO THE COMMUNITY HAVE
 •Natural / Cultural / Productive / Experiential / Traditional knowledge /
 •Need for studies / consultations to inform the dialogue & compare with the demands of the                      DURING THE CONCESSIONING – STAKEHOLDER GROUPS
 envisioned tourist segment
                     THE ROLES & VALUE OF TOURISM STAKEHOLDERS
 •What are roles, responsibilities and value of;                                                •Engage in detail with stakeholder focus groups (employee pools, community entrepreneurs by
    Tourism investors and / or management (financial investments, marketing capacity,            service / product segment & cultural groups / artisans) to identify desired roles in the tourism
 operational expertise) and scope of legal and concession based requirements in terms of       value chain / identify the nature of the demand = training needs analysis to explore opportunities
 community development                                                                                •Entrepreneurial Skills Development / SMME Development & Business Management
   Governement & Communities in managing the concession, supporting sustainable tourism,                                             •Community Action Plans
 local community development and conservation




                Training Needs by Segment & Phase:                                                                  Training Needs by Segment & Phase:
             Community Associations as Partners / Owners                                                                 Community Entrepreneurs
                        PRE OPERATIONAL / OPERATIONAL PHASE                                                              PRE OPERATIONAL / OPERATIONAL PHASE
                 ROLES                                AREAS OF CAPACITATION                                       ROLES                               AREAS OF CAPACITATION
                                                  -   Basic business & management
• Co-Management of tourism                            principles and tourism sector
                                                                                               • Supply of Products (fresh                        - Technical capacity building
  venture                                                                                        fruit & veg, arts & crafts,                        specific to product / service
                                                      i
                                                      knowledge                                                                                      i
                                                                                                                                                    / supply
• Monitoring performance of                       -   Contracting principles, KPIs,
                                                                                                 building materials, clothing,                    - SME Development
  tourism management                                  M&E, negotiation skills &                  etc)                                             - Access to credit, inputs,
                                                      principles                                                                                    materials
  company                                                                                      • Supply of Services (tour                         - Business Mentoring (pricing
• Allocation & Management                                                                        guiding, cultural groups,                          / costing, profit / loss)
                                                  -   Accounting Principles (income vs
                                                                                                 transport, activities)                           - Product quality
  of Income / Community                               profit, operational expenses etc)
                                                                                                                                                    management / Service
                                                  -   Development needs analysis,
  Development Funds                                   reporting                                                                                     standards
                                                                                                                                                  - Contracting and Delivery
• Community / Tourism
                                                  -   Information exchange & cultural                                                               (obligations, rights etc)
  Venture Liaison                                     diversity management skills                                                                 - Basic Accounting
                                                  -   Association management and                                                                  - Legal requirements /
                                                      good governance practices                                                                     obligations




                                                                                                           Examples of Innovative & Integrated Approaches
                    Training Needs by Segment & Phase:
                                                                                                                  to Training, Linkages & Support
                             Employment Pool
                                                                                                                            Programmes
                       PRE OPERATIONAL / OPERATIONAL PHASE
                                                                                                        Programmes / Projects                                     Who and How

             ROLES                                    AREAS OF CAPACITATION
                                                  - Vocational capacity building
                                                                                               • MDG-F Cultural Tours                             •Donor / Government / Professional
• Construction Phase                                                                                                                              Training Providers / Tourism Operators /
                                                    i
                                                    specific to employment area                  Development                                      Community Entrepreneurs / Associations
(general labor/ skilled labor)                    - Legal requirements /                                                                          & Producers / NGOs
                                                    obligations under formal                   • TPRP Market Linkages
• Operational Phase                                 contracts
Service staff, support staff,                     - Tax obligations of formal                                                                                  Some Lessons Learnt
                                                                                                                                                  •Entrepreneurial Spirit cannot be learnt but it
                                                    contract
   management positions                           - Labor rights and
                                                                                                                                                  can be fostered
                                                                                                                                                  •There is a role & value add for middle men
• On-going Training & Career                        responsibilities
                                                                                                                                                  along the Value Chain
                                                  - Health & Safety
   Advancement Programmes                         - Cultural diversity & tourist
                                                                                                                                                  •Local Government must be capacitated to
                                                                                                                                                  understand & support exploration of
                                                    experience                                                                                    opportunities by community entrepreneurs
                                                                                                                                                  •Need to present sophisticated concepts in an
                                                                                                                                                  absorbable manner
Acknowledging & Integrating the Scope of Needs into the
                     Concessioning Process & Planning                                                    THANK YOU / OBRIGADA
                             Discussion Points
          Who Should Be Responsible?                       Who Should Implement?
•   Tourism awareness building
•   Capacitation of Community Associations           •Government
•   Entrepreneurial Awareness & Capacity Building    •Donors
•   Soft & Vocational Skills Development & Ongoing   •NGO’s
    Training Needs                                   •Community Brokers
•   Required Studies, Assessments and Training       •Tourism Investors / Operators
    Needs Analysis
                                                     •Private Sector Service Providers

          Who Should / How to Fund?                    Who Should / How to Monitor?
                                                     •Tourism awareness building
•   Government
                                                     •Capacitation of Community Associations
•   Donors
                                                     •Entrepreneurial Awareness & Capacity Building
•   Concession based funds
                                                     •Soft & Vocational Skills Development & Ongoing
•   Community Development Funds                      Training Needs
•   Tourism Investors / Operators                    •Required Studies, Assessments and Training Needs
•   Reinvestments of returns by parks / investors    Analysis
    etc
•   Scholarships / learnerships

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Training for Communities tourism concessions Ema Batey

  • 1. The PROSERV Group Training & Capacity Building in Concessions What Communities and Civil Society Need to Know Ema Batey March 2012 The Context The Context RESPONSIBILITIES CONFERRED TO COMMUNITIES OPPORTUNITIES FOR COMMUNITIES IN CONCESSION AREAS MANAGEMENT OF EMBRACE / PERSUE EMBRACE FORMAL COMMUNITY INCOME ALTERNATIVE INCOME WORKING CONDITIONS PARTICIPATIVE VALUE CHAIN DIRECT EMPLOYMENT EFFECTIVE PARTNERING OPTIONS, UNDERTAKE & ALTERNATIVE OWNERSHIP OF LINKAGES OPPORTUNITIES IN TOURISM VENTURE ENTREPENURIAL RISKS, LIVELIHOODS, TOURISM (SERVICES, SUPPLIES (THROUGH THE LAND & RESOURCE INVEST IN START UP CULTURES, SKILLS & DEVELOPMENTS & PRODUCTS) VARIOUS PHASES) MANAGEMENT RESOURCES LANGUAGE DIFFERENCES COMMON CONSTRAINTS IN REALIZING THESE OPPORTUNITIES POTENTIAL AREAS OF CONFLICT INABILITY TO PENETRATE Limited understanding of Limited awareness of MANAGEMENT TOURIST MARKET, MEET CONTRACTING ISSUES, tourism industry, Limited formal CONFLICTS, ALLOCATION DEMAND, SUPPLY QUALITY / LOW SALARIES, LIMITED tourism demand for demand & dynamics, education, skills /USE OF COMMUNITY CONSISTANCY / VALUE = SCOPE FOR products & services, business & financial training & FUNDS, CULTURAL LIMITED INCOME TO ADVANCEMENT, management, roles & business development CONFLICTS / UNMET COMMUNITY ENTREPENURES CONFLICT WITH OUTSIDE experience in formal responsibilities of skills, access to inputs & EXPECTATIONS = NO VALORIZATION OF EMPLOYEES employment TOURISM partners value of local offering How the standard approach to training, in scope and timing, does not Creating Real Capacity to Explore the adequately foster real stewardship by communities or provide the necessary tools to effectively Opportunities of Tourism engage in the tourism value chain. Scope & Timing Assumptions / Shortcomings What Communities Need to Know in Advance: Pre-Concession / Concession •Understanding of the opportunities, context and potential Allocation of tourism •limited to land title / participation WHO ARE WHAT CAN •Readiness to embrace alternative livelihoods and a high WHAT IS issues, TOURISTS & WHY TOURISM DO FOR level of entrepreneurial spirit/ capacity amongst •If community ownership / partnership TOURISM? communities WILL THEY COME? THE = community association, management agreements with •Focuses primarily on employment readiness and places COMMUNITY? •Define tourist, investors etc the burden of that training primarily on the investor / •What experiences partner tourism and Construction / Development of tourists want / •SWOT analysis of tourism infrastructure general concepts •Fails to address the wider scope of opportunities for don’t want potential in local •Limited general labor on job training / communities along the tourism value chain •Sustainability skilled labor is imported •Cultural •Identify •Cultural tourism Commercialization of Tourism •Fails to involve & mobilize collective resources differences & value opportunities (government, donors, funding partners and private sector) •Eco tourism Venture of local culture •Assess potential •Nature tourism •Entry level vocational skills training •Differentiation negatives & On-going with countries of mitigation •Limited to that which the tourism origin strategies operator deems necessary and / or donor funded linkages projects
  • 2. Training & Capacitation Needs Training & Capacitation Needs by Segment & Phase: by Segment & Phase: DURING THE CONCESSIONING – COMMUNITY ASSOCIATIONS IN PRE-CONCESSION – COMMUNITY LEVEL PARTNERSHIPS WITH TOURISM VENTURES EXPECTATIONS, UNDERSTANDING & AWARENESS •Understand the framework of the concession agreement •What is tourism / What is a Concession / How does the process work / What are the •Establish rights and responsibilities and roles in making a success of the project stakeholders roles & responsibilities / What are the pros and cons of a tourism based local • Form realistic expectations & communicate these to community members they represent economy •Understand what the opportunities are & how to prepare to make use of these WHAT ASSETS DO THE COMMUNITY HAVE •Natural / Cultural / Productive / Experiential / Traditional knowledge / •Need for studies / consultations to inform the dialogue & compare with the demands of the DURING THE CONCESSIONING – STAKEHOLDER GROUPS envisioned tourist segment THE ROLES & VALUE OF TOURISM STAKEHOLDERS •What are roles, responsibilities and value of; •Engage in detail with stakeholder focus groups (employee pools, community entrepreneurs by Tourism investors and / or management (financial investments, marketing capacity, service / product segment & cultural groups / artisans) to identify desired roles in the tourism operational expertise) and scope of legal and concession based requirements in terms of value chain / identify the nature of the demand = training needs analysis to explore opportunities community development •Entrepreneurial Skills Development / SMME Development & Business Management Governement & Communities in managing the concession, supporting sustainable tourism, •Community Action Plans local community development and conservation Training Needs by Segment & Phase: Training Needs by Segment & Phase: Community Associations as Partners / Owners Community Entrepreneurs PRE OPERATIONAL / OPERATIONAL PHASE PRE OPERATIONAL / OPERATIONAL PHASE ROLES AREAS OF CAPACITATION ROLES AREAS OF CAPACITATION - Basic business & management • Co-Management of tourism principles and tourism sector • Supply of Products (fresh - Technical capacity building venture fruit & veg, arts & crafts, specific to product / service i knowledge i / supply • Monitoring performance of - Contracting principles, KPIs, building materials, clothing, - SME Development tourism management M&E, negotiation skills & etc) - Access to credit, inputs, principles materials company • Supply of Services (tour - Business Mentoring (pricing • Allocation & Management guiding, cultural groups, / costing, profit / loss) - Accounting Principles (income vs transport, activities) - Product quality of Income / Community profit, operational expenses etc) management / Service - Development needs analysis, Development Funds reporting standards - Contracting and Delivery • Community / Tourism - Information exchange & cultural (obligations, rights etc) Venture Liaison diversity management skills - Basic Accounting - Association management and - Legal requirements / good governance practices obligations Examples of Innovative & Integrated Approaches Training Needs by Segment & Phase: to Training, Linkages & Support Employment Pool Programmes PRE OPERATIONAL / OPERATIONAL PHASE Programmes / Projects Who and How ROLES AREAS OF CAPACITATION - Vocational capacity building • MDG-F Cultural Tours •Donor / Government / Professional • Construction Phase Training Providers / Tourism Operators / i specific to employment area Development Community Entrepreneurs / Associations (general labor/ skilled labor) - Legal requirements / & Producers / NGOs obligations under formal • TPRP Market Linkages • Operational Phase contracts Service staff, support staff, - Tax obligations of formal Some Lessons Learnt •Entrepreneurial Spirit cannot be learnt but it contract management positions - Labor rights and can be fostered •There is a role & value add for middle men • On-going Training & Career responsibilities along the Value Chain - Health & Safety Advancement Programmes - Cultural diversity & tourist •Local Government must be capacitated to understand & support exploration of experience opportunities by community entrepreneurs •Need to present sophisticated concepts in an absorbable manner
  • 3. Acknowledging & Integrating the Scope of Needs into the Concessioning Process & Planning THANK YOU / OBRIGADA Discussion Points Who Should Be Responsible? Who Should Implement? • Tourism awareness building • Capacitation of Community Associations •Government • Entrepreneurial Awareness & Capacity Building •Donors • Soft & Vocational Skills Development & Ongoing •NGO’s Training Needs •Community Brokers • Required Studies, Assessments and Training •Tourism Investors / Operators Needs Analysis •Private Sector Service Providers Who Should / How to Fund? Who Should / How to Monitor? •Tourism awareness building • Government •Capacitation of Community Associations • Donors •Entrepreneurial Awareness & Capacity Building • Concession based funds •Soft & Vocational Skills Development & Ongoing • Community Development Funds Training Needs • Tourism Investors / Operators •Required Studies, Assessments and Training Needs • Reinvestments of returns by parks / investors Analysis etc • Scholarships / learnerships