Methodological Guide to the Development of Regional Maps of Creative Industries Bogotá, October 20th 2005 What is CRECE? It is an independent research center, founded almost 20 years ago, which works mainly on themes related to regional development Areas of Research: Regional development The coffee economy Education Social and institutional development How did we write the guide? Initial proposal in March 2005 (CEDE, CID, Caribbean Observatory and Fedesarrollo). Background reading: conceptual bibliography as well as a significant number of national and international experiences in the elaboration of studies on the creative and cultural sectors Deeper research into sources, choices of activities and investigative methods Work sessions with representatives of the University of Leeds and the Ministry of Culture Contents of the Guide The guide is structured into four parts as well as a section of Appendices Part I. Introduction and background Part II. Stages in the construction of maps Part III. Technical Considerations in the construction of maps Part IV. Other key aspects in the construction and publishing of maps Appendices Contents of the Guide PART I. INTRODUCTION AND BACKGROUND • Introduction • Purpose Of the guide Of the maps • Background The experience of the United Kingdom Other international experiences The Colombian experience • Basic Concepts: mapping, culture, creative industries, cultural industries, cultural sector, cultural activities Contents of the Guide PART II. STAGES IN THE CONSTRUCTION OF THE MAPS • Evaluation of feasibility • Definition of goals • Planning • Methodological design • Reporting and publishing Contents of the Guide PART III. TECHNICAL CONSIDERATIONS IN THE CONSTRUCTION OF MAPS • Identification of the sectors • Models or types of analysis • Sources of information for maps and industrial classification: limitationes y treatment • Finding primary information for the maps: purposes y recommendations Contents of the Guide PART IV. OTHER KEY ASPECTS IN THE CONSTRUCTION AND PUBLISHING OF THE MAPS • Forming your work team • Types of reports and techniques for elaboration • Publication strategy Contents of the Guide Indices • Glossary • Legal Framework • Review of some studies cited • Charts Key methodological aspects of cited studies Secondary sources Selection of Activities and CIIU Alternatives for managing difficulties with sources and their nomenclature Content of Presentations • The following four presentations will serve as a guided tour of the suggested stages for the construction of the regional maps of creative industries: Presentation 1. Evaluation of feasibility Presentation 2. Definition of goals and resources Presentation 3. Design of methodology Presentation 4. Production and communication Evaluation of Feasibility: Social Context, Identification and Recognition of Agents Bogotá, October 20th, 2005 Evaluation of feasibility Objectives: • Identify the principal agents in the creative sector of the region • Educate agents about project • Identify sources of information and their availability • Identify potential sources of financing Identification of Agents This stage is one of general characterization of the sector, which includes creation of: • A preliminary list of basic information • A preliminary list of leaders and agents in the cultural sector whom are to be educated • A preliminary list of those who will form the basis for the Support Group, which is necessary for the elaboration and distribution of the maps Identification of Agents The agents may be classified in two ways: Creative: directly carry out production of creative activities; to be found at the top of the productive chain Support and Promotion: institutions, NGO´s, guilds, public administration, academia. This identification allows you to clarifygoals, financing, political backing, and the type and characteristics of desired results. Education of Agents Objectives: Discover which agents are the most committed and familiar with the sector Communicate the importance and advantages of the mapping project Emphasize the importance of the maps as a tool to discover the potential of the sector in economic and social, local and regional development Promote holding of a preliminary meeting Education of Agents Produce: • List of sectors to include • List of existing sources: inventories, studies, contacts, etc... • List of possible sources of financing Sources of Information Limits on financial resources is a determining factor, so: • Keeping in mind what is possible, try to find as many secondary sources for the maps as you can • However do not discount the collection of primary information, especially in regions or sectors where it is difficult to estimate economic activity based on secondary sources • As a reference, the guide offers a nonexhaustive inventory of possible local and national information sources Sources of Information Be sure to explore the availability and pertinence of information to be used in the elaboration of the map The help of agents within the sector is vital Sources of Financing Examine all the national and local sources for support and financing Initially explore those suggested by the agents in the education stage and those known to the regional teams The regional team should go forward with meetings to identify the type of support available and the requirements for receiving it Sources of Financing Among the types of sources identified will be: Cultural Foundations Departmental and municipal secretaries of culture Institutes of Culture Programs put forward by regional governments in support of culture Guilds of different creative sectors Companies which belong to or are related to the creative sector NGO´s Sources of Financing Financial entities with social development programs Chambers of Commerce Foundations for regional development Universities International agencies with development programs in the country Ministries for culture and business development Multilateral bodies Goals and Resources Bogotá, October 21st 2005 Goals The goal of the maps is defined by: • The availability of secondary information and the viability of gathering primary information • The opinions of key agents in the creative sector • The object of the study: is it structural or conjunctural? What type of study Structural: this term refers to activities of a permanent character • The creative sector or cultural sector as a whole • One or more creative or cultural industries or activities Conjunctural: refers to studies that respond to specific needs or activities and which are carried out until the end of said activity, without continuity • Specific cultural events (fairs, celebrations or festivals) • Projects, programs or policies oriented toward the strengthening of the creative or cultural sector Goals of first mapping attempts These goals may be limited, not only due to a lack of secondary information but because of the need to “learn as you go.” Priorities must be established based on the opinions of key agents and on existing quantitative information Goals should concentrate on the most important industries and activities in the region, combining the previous two criteria Economic potential may be used as an overall criterion, keeping in mind such aspects as: • Accumulated social capital and traditions • The existence of activities with production and distribution chains • The possibility of creating employment • Characteristics of the market • The creative agents who require greater technological and financial support • The existence of guilds Identification of sectors Division into sectors is done in order to identify the cultural and creative activities to be mapped. This means a regrouping based on functional definitions . Creative Industries DCMS Cultural Industries and Activities Unesco Cultural field – discussion on the manual for transfering knowledge gained from the Satellite Account of Culture CAB-BID Cultural sector Cultural industries Creative industries Resources Elaborate the technical and financial proposals for the project. Once approved formation of the Work Group and the Support Group may take place. Technical Proposal Background Goals Objectives Methodology Finished Products Expected Impact Group Experience Timeline Financial Proposal Evaluation of available and necessary resources (financial, human, physical) Value of the resources Evaluation of expenses (hiring staff, purchasing equipment, transportation, printing, paper supplies, among others) Identification of additional financial needs Work Group A team of people with the necessary level of capacity, ability, education and experience Should be interdisciplinary • Economist or similar • Professional familiar with the sector • Assistants • Professionals in specific fields (sampling, information gathering, systems creation, etc...) Support Group The support group will accompany the work team in the process of decision making and will provide technical, financial and academic support The support group will be composed of: Key agents: those who participated in the evaluation of feasibility stage and the drafting of the proposal Those who sponsored the map: government, secretaries of culture, mayors, guilds, artists associations and academic entities Those who elaborate the map: universities, private research groups, work teams designated by the institution(s) who sponsored the mapping Work Plan The support group and research group elaborate a plan for the mapping process Break down the activities in the proposal into their individual components Include specific dates for meetings of the two groups in which the work group presents its advances Anticipate the problems which may present themselves in the mapping process and propose solutions Methodological Design of the Maps of Creative Industries Bogotá, October 21st 2005 Design of Methodology This includes: Selection of method(s) of analysis Organization of secondary information Identification of categorization problems and possible solutions Design and application of instruments for the collection of primary information Selection and creation of variables and indicators Analysis Selection of method(s) of analysis What is the goal of the map? 1. Analysis of the creative sector or the cultural sector in general Evaluation of impact Analysis of Structures Analysis of Chains 2. Analysis of one or more creative or cultural industry/activity Evaluation of impact Analysis of structure and composition Analysis of value chain Analysis of cluster Selection of method(s) of analysis What is the goal of the map? 3. Analysis of cultural events Evaluation of impact Documental Analysis (qualitative) Compilation of Secondary Information Request for documents form the National Department of Statistics (DANE) in the case of surveys on production and distribution (manufacturing, publicity and information services, commercial, microestablishments) Request for or purchas of information from other sources identified (Chambers of Commerce, The National Department of Taxes and Customs, Supervisory bodies, the General Accountant of the Nation, others) Chart 1. SECONDARY SOURCES FOR THE REGIONAL MAPPING OF CREATIVE INDUSTRIES (Extract) Compilation of Secondary Information Gathering of information specific to the region (other studies, inventories, directories, yellow pages) Relate information from secondary sources to be identified Gaps Limits to comparability Need for primary information CHART 2. CREATIVE ACTIVITIES AS CLASSIFIED BY THE CIIU (Extract) CHART 3. PROBLEMS WITH SOURCES AND INDUSTRIAL CODES: SOME ALTERNATIVE TREATMENTS (Extract) CIIU Clase CIIU Actividad creativa 1741 Confección de artículos con materiales textiles no producidos 1741 Artesanías en la misma unidad, excepto prendas de vestir 1742 Fabricación de 1742 tapices y alfombras para Artesanías pisos 1750 Fabricación de 1750 tejidos y artículos de punto y ganchillo Artesanías Problema en términos de fuente para región promedio Posible solución o tratamiento Si por reserva estadística no se puede acceder, usar fuentes alternas (Cámara de Comercio para identificación y DIAN para medición) Si por reserva No hay con la encuesta estadística no se puede manufacturera (salvo por acceder, usar fuentes reserva estadística o no alternas (Cámara de producción); baja cobertura Comercio para de encuesta de identificación y DIAN microestablecimientos para medición) Si por reserva No hay con la encuesta estadística no se puede manufacturera (salvo por acceder, usar fuentes reserva estadística o no alternas (Cámara de producción); baja cobertura Comercio para de encuesta de identificación y DIAN microestablecimientos para medición) No hay con la encuesta manufacturera (salvo por reserva estadística o no producción); baja cobertura de encuesta de microestablecimientos Problema en términos de desagregación Posible solución o tratamiento Sólo una porción corresponde a artesanías Estimar una proporción con conocedores del sector en la región Sólo una porción corresponde a artesanías Estimar una proporción con conocedores del sector en la región Sólo una porción corresponde a artesanías Estimar una proporción con conocedores del sector en la región Design and application of collection instruments for primary sources What type of instruments should be designed and for what purpose? Types of Instruments • Surveys to those representative of creative activities • Consultations or interviews with key agents • Interviews with attendants at cultural events • Focus groups • In-depth interviews Design and application of collection instruments for primary sources Purposes • Rate quantitative information and better characterize the sector • Become familiar with factors related to the development of the sector, needs, obstacles, others • Construction of case studies • Measure economic information not available in secondary sources Design and application of collection instruments for primary sources If the purpose of certain information is to measure economic variables which are comparable to other activities for which information comes from the DANE, keep in mind: • The need to calculate an unbiased, representative sample • The size of the sample should compensate for low expected rates of response Selection and creation of variables and indicators Based on: • Secondary sources of information available (some only permit the calculation of revenue; others production, value added, employment, etc) • Predicted goals (sector in general, one or more cultural/creative activity/industry, cultural event) • Selected model of analysis (evaluation of impact, analysis of structure, links, value chains, clusters, etc..) Analysis Depending on goals, method and information available, the analysis should include: • Characterization of the regional creative sector or of the creative activity(ies) selected • Relationship between the creative sector (or activities) and the regional economy • Contribution of the sector to the regional economy (in terms of revenue, production, employment, value added, exports) Analysis Chart of sectoral weaknesses, opportunities, strengths and threats (DOFA) or analysis of one of these components • Needs of the sector • Outstanding persons or companies - case studies • Necessity of information/research for the continuation,profundization of these studies Production and Communication Bogotá, October 21st, 2005 Importance Sustainability of the mapping Possibility of achieving greater visibility for the sector Affect decision making related to promotion of the sector Facilitate decision making on investment by private actors Types of Results Expected Contribution or participation of the sector in the economy Level of development and inter-linkage of the sector with respect to processes of production and distribution of goods and services Importance of the sector as a generator of employment, wealth and well being Potential of the sector for economic and social development Analysis of strength and weaknesses of the sector, and recommendations to correspondingly take advantage of or correct them Types of reports and the requirements of interested parties Reports on research Reports for decision making Reports for promotion or support Reports on Research Recipients • Technical teams of governmental bodies, guilds and other promotional and support entities • Academic communities (universities and research centres) Characteristics • Academic and technical characteristics • Complete and detailed • Emphasis on methodology and results Research Reports Contents • Summary: methodology and important results. • Introduction: description of the mapping, finalisation, process of execution and give credit to the financiers, promoters and collaborators in general • Conceptual Framework: background on maps, studies and legal framework • Methodology: logical structure • Results: variables, indicators, productive chains, cases, etc. • Conclusions: limitations on the availability of information and goals for results • Recommendations: need for research, policies, actions, etc in the sector • Appendices: tools, instruments, glossaries, details of methodology, tools Reports for Decision Making Recipients: investors and state entities and institutions for the formation of policies to support and promote the creative and cultural sectors Characteristics: • Clear and concise • Emphasis on the visual presentation of results (charts, tables graphs). Contents: • Introduction • Justification • Results Reports for Promotion and Support Recipients: potential financiers in the sector, related agents and the general community Characteristics: • Clear and concise • Simple, clear language, free technical jargon Contents: • Importance of the sector • Synthesised introduction to results • Successful cases of Communication Strategy General Objective Ensure that different cultural sectors and agents, public and private, have convenient access to the information necessary for effective participation in the cultural activities and decisions of the region or the country Communication Strategy Characteristics Related to the objectives for mapping The determining factor in the design is the identity of the target user Composed of concepts, objectives, protocol, channels of communication and media The channels incorporated should allow the recipients to give feedback on the communicative process, adding information that they consider pertinent to strengthening the sector Plan this strategy in conjunction with the Support Group, with whom activities and resources necessary for execution may be determined Communication Strategy Stages in the development of the strategy Identify the recipients Determine the role that these recipients, or actors, will play in the creative sector Establish what type of information will be delivered to the respective actors Define what type of publication activities to undertake based on the different actors and their roles Communication Strategy Types of Strategies Group or personal meetings • Practical (promotion and support) • Academic (technical) Social Events Distribution in mass circulation media or restricted Distribution in written media or audiovisual