Planning for Heritage Tourism
5th in the Heritage Tourism series
Once you have all the partners participating and they have
bought into your efforts and are engaging in the process
it is time to strategically plan how you want to develop
tourism in your community.
Francis O. Boggus
Francis O. Boggus & Associates
Community Development & Planning
DeMoines, Iowa
francis@francisboggus.com
Planning for Heritage Tourism
• Insights on how to proceed
• Strategic planning - Why Plan?
1.
2.
3.
4.
5.
6.
7.
A guide
A reason
A way
A Road map
What to keep and what to change
Understand capacity and resources
A method
Planning for Heritage Tourism
• Strategic Planning Components:
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2.
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5.
Mission- why we do this
Vision- Where you want to be
Analysis of current situation
Goals
Strategies
Planning for Heritage Tourism
• Components :Continued1.
2.
3.
4.
Resources
Action
Evaluation
Celebration
Planning for Heritage Tourism
• Action Planning:
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3.
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6.
Analyzing tasks
Identifying and acquiring resources
Identifying staff and volunteers needed to complete activities
Evaluation to determine when tasks are accomplished
Timeline for accomplishments set
Use an Action Planning form
A tool to summarize your plans,
who is responsible and a
timeline.
-a reminder
-an outline for follow-up
-a place to review on
accomplishment
Planning for Heritage Tourism
Strategic Planning * Capacity Approach
• Build on what is good and not what is wrong
• Addressing what is wrong will work itself out
Planning for Heritage Tourism
Favorites Exercise
look at what you need to preserve
1. Favorite things to do
2. Favorite places to go
3. Favorite reasons to live here
Planning for Heritage Tourism
Visioning- 5 years into the future:
1. What are its characteristics?
2. What does it look like?
3. Organize into common categories
Planning for Heritage Tourism
Values Exercise:
What are the core values of the community?
Planning for Heritage Tourism
Transitioning to Action:
1. Moving from the desired condition to the real
2. What needs to happen in the next year?
3. What issues need to be addressed?
Planning for Heritage Tourism
Action planning:
1. Prioritization Exercise - One thing
2. Organization
3. Action Planning Sheets
Planning for Heritage Tourism
Environmental Scanning:
1. Help/Hindering exercise
2. SWOT Analysis
Planning for Heritage Tourism
Implementation:
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2.
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6.
Task analysis
Resources Development plan
Recruit community members
Monthly meetings
Celebration of success
What next?
Planning for Heritage Tourism
one year later
Revisiting and reinvigorating the vision
1.
2.
3.
4.
5.
Revisit the Vision
Changes
Reprioritizing
Action planning
What next?
Planning for Heritage Tourism
Strategic Planning Considerations:
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2.
3.
4.
5.
Forever process
It is organic
Plan does not sit on shelf
Creates action
Build on small successes
Planning for Heritage Tourism
Process Design Process
Continue to ask these questions
1.
2.
3.
What?
Why?
Who?
Planning for Heritage Tourism
Understanding the Planning Process
1. Successful planning process built on trust, mutual respect
and collaboration
2. A good planned process helps achieve:
a.
b.
c.
d.
Attracting right kind of visitors to the community
Developing necessary services, products, and infrastructure
Maximizing opportunities presented by tourism as job and business generating
Ensuring tourism is sustainable for both business and community from
an economic, social, cultural and environmental perspective
3. Ensuring the efficient and effective use of resources and funds
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Francis O. Boggus
Francis O. Boggus & Associates
Community Development & Planning
DeMoines, Iowa
francis@francisboggus.com