METHODOLOGICAL GUIDE FOR THE ELABORATION OF STRATEGIC CULTURAL PLANS IN MEDIUM-SIZED CITIES TABLE OF CONTENTS 1. INTRODUCTION 2. OBJECTIVES FOR THE DEFINITION OF A CULTURAL STRATEGY FOR MEDIUM-SIZED CITIES 2.1. Global Objectives 2.2. Interest and Opportunity 2.3. Specific Objectives 3. STRATEGIC CULTURAL PLANS 3.1. Opportunity to elaborate Strategic cultural plans 3.2. Developing a strategy of cultural intervention in Medium-Sized Cities 3.3. Methodological Principles 3.4. Organic Structure 3.5. Elaboration Process 4. CULTURAL INTERVENTION IN THE MECINE NETWORK CITIES – CONTRIBUTIONS AND RESULTS OF STRATCULT 4.1. Description of the developed Projects 4.2. Major contribution domains 4.3. Contribution contents 4.4. Global evaluation of Stratcult ANNEXE I – Survey of the Cities’ Cultural Life ANNEXE II – Developed Projects (see annexes IV, VI, VII, VIII, IX, X and XI of this Final Report) ANNEXE III – Glossary 1 1. INTRODUCTION The STRATCULT Project, presented by the MECINE Network to the European Community in 1996 within the scope of the “Inter-regional Co-operation for Culturally-Oriented Economic Development” initiative, was one of the 40 projects approved by the Commission. The project consisted of combining a methodological study with two Pilot-Projects as a means of encouraging interaction between theory and practice. The goal of the interaction was to use the Pilot-Projects to test the theoretical orientations established in the methodological study and to incorporate the results of these tests and the problems encountered in practice into the theoretical orientations . The methodological study consisted of the development of a Guide for the Elaboration of Strategic cultural plans for Medium-Sized European Cities, which was based on the exchange of information between six of the cities that make up the Mecine network. These cities were Évora in Portugal, Lamia in Greece, Linkoping in Sweden, Roskilde in Denmark, Speyer in Germany and Tarragona in Spain. The Pilot-Projects, both conducted in cities included in the Objective 1 category of regions, were the following: The revitalization and renewal of an urban city block in Évora based on the creation of a Museological Nucleus of Metrology, a revitalising tool for cultural and social life that produces economic benefits in the area involved; The creation of a workshop specializing in the manufacture of traditional Greek instruments in Lamia combined with research into Hellenic music and the staging of performances. Throughout Stratcult’s two-year period of activity that began in 1997, many changes took place. Some critical issues and constraints were encountered along the way and thus affected the initially made assumptions. The following critical points and constraints were encountered: The diverging culturally-related concepts and terminology currently employed in the different countries of the European Union. A long period of time was spent defining common content that would be agreeable to all the participants, the result of which was the annexed glossary (Annexe III); A fundamental difference between the northern and southern countries of the European Union concerning methods of political and administrative organization, particularly with 2 respect to planning. In the northern countries the planning concept is institutionally shared through sector commissions or councils where people are represented organically. In the southern countries, cities have an administrative organization with less participation, which give the locally elected entities more concentrated direct responsibility. This reality led to the study and presentation of various organic structures for the elaboration of Strategic cultural plans, so that each system could apply the one that best befitted it. The calendar for the development of the works was also a constraint. The works were to have begun at the start of 1997, thus allowing the Pilot-Projects to be subjected to two interventions in the Summer period – an important time to test street animation and dynamics. However, Stratcult was only launched in mid 1997. The restoration works needed to create the museological nucleus (Évora) and the workshop (Lamia) were only completed in 1998. Therefore, in practical terms, the interactivity between the theoretical study and the Pilot-Projects was seriously compromised, as it was not possible to put into practice the second animation phase in which new orientations based on the results from the first phase would be introduced. Inter-regional co-operation projects, usually contain factors that are impossible to dominate from the outset, thus resulting in dynamics with unforeseeable results. An example would be the fusion of several small municipalities in the city of Lamia (Greece), which not only altered the city’s ability to develop its own Strategic Cultural Plan, but also led to a change in the political composition of the municipal leadership. This alteration took valuable time away from the PilotProject and led to a six-month standstill. Nevertheless, small problems are in most cases overshadowed by very positive evolutionary aspects that lead to an in-depth study of the advantages of co-operation to the benefit of the concerned parties. In the present case, the project’s evolution resulted in the execution of: Four strategic cultural plans, all of them with specific characteristics, namely: A plan for the city of Linkoping (Sweden), whose territorial incidence encompassed the surrounding region; A subgroup plan of the Global Development Strategy for the city of Speyer (Germany); A specific plan for the city of Évora (Portugal); A specific plan for a cultural intervention sub-group – young people — implemented by the city of Roskilde (Denmark). Three small cultural animation projects, namely in the cities of Linkoping, Roskilde and Speyer, the basic contents of which are described in an annexe to the present document 3 (Annexe II). Initial expectations were greatly surpassed by the final results. The scope of the present project goes far beyond the creation of the Guide for the Elaboration of Strategic cultural plans in Medium-Sized European Cities, which will be discussed below. The project set in motion a series of studies and initiatives that will mark the future of each of the cities involved. 4 2. OBJECTIVES FOR THE DEFINITION OF A CULTURAL STRATEGY FOR MEDIUM-SIZED CITIES 2.1. Global Objectives The European Union Treaty established economic and social cohesion as a primary objective in unifying Europe and broadened the scope of interventions to include cultural domains. It stands as a turning point in EU policies, given that it allowed culture to be fully integrated into local and urban development as it never had been before. In effect, both in terms of increasing access to cultural assets and in terms of strengthening and projecting European historical heritage values, culture has gained visibility as a determining factor in helping to ensure the adhesion of public opinion to the European ideal (N1). These orientations include the activity of the EU’s institutions and, more specifically, the formalization of support for the development of innovative actions that promote a common cultural legacy and heritage. Its formulation also denotes recognition of the role that culture plays in promoting economic growth, the perception of this contribution to the economy, and more particularly, its contribution to the fight against unemployment. It is within this context, in terms of Article 10 of the FEDER Regulation (1995/1999), that the second Programme for Inter-regional Co-operation and Innovative Actions for Regional Development was introduced. It is implemented in the Inter-Regional Co-operation PilotProjects for Culturally-Oriented Economic Development. Below the proposed framework of Stratcult in respect of Global Objectives: Stratcult’s Global Objectives Maximise the benefits of networking, promote the exchange of experience and the transfer of know-how; Jointly discuss the cultural particularities of Medium-Sized Cities and the role of the cultural sector in their economic and social development; Develop test cases involving the integration of culturally-related problems with local development, namely with respect to job creation. 2.2. Interest and Opportunity The MECINE Network’s endeavour to define a cultural strategy for Medium-Sized Cities (MSC’s) is part of the political, social and economic panorama that has progressively been affirming itself in the heart of the European Community, thus generating a need to discuss two points: 5 A – The increasing importance of medium-sized cities, together with a new concept of their territory and the role they have to play, ultimately resulting in a need to identify their specific qualities and to maximise their advantages over large cities. B –The significant change in the inherent definition of Culture and the ways of incorporating this new reality into development policies has led to the need to transform Culture into a transversal component of development and a central element in the building of Europe. The cities that comprise the Network are all European and medium-sized. This fact has cultural repercussions as it creates both new opportunities and new threats. In this context, and within the specific framework of the Stratcult Project, it was deemed pertinent to combine cultural aspects with socio-economic aspects. Research was conducted to help find means of maximizing the contribution of culture to the local development of these cities, particularly in respect of the following needs: The need to promote urban revitalization as a catalyst for renewing the city’s physical and environmental structures, its tourist attractions, investment, job creation and improving the city’s image; The need to reinforce social cohesion and solidarity based on the consolidation of a city culture that promotes the construction and defence of a collective interest; The need to territorially market each city as a means of affirming cultural identity vis-à-vis large European cities; The need to reduce the risk involved in decision-making related to institutional cooperation and partnership in the hopes of increasing investment effectiveness and efficiency within and between cities. 2.3. The Project’s Specific Objectives The Stratcult Project was created to study some of the MECINE Network cities and foster experimentation. Its final product was the Methodological Guide for the Elaboration of Strategic cultural plans for Medium-Sized Cities. The Project’s aim was to help the cities involved identify an integration strategy that would incorporate cultural heritage, contemporary creation, recreation and leisure, and/or social intervention into the cultural component of their local development, all within the framework of each city’s particular capabilities and political options. Above all, the Project served as a means of reflecting upon the issues at hand. It also promoted discussion involving the concept of “sustainable culture and development” with the ultimate goal 6 of combining the efforts of the political decision makers, the technical experts, the agents involved, the staff workers and the city residents. The need to ponder these questions determined which Specific Objectives needed to be reached during the elaboration of the Project, as described below: Specific Objectives of Stratcult Identify problems, challenges and guidelines for cultural intervention in Medium-Sized Cities; Determine the cultural sector’s contribution to the promotion of social cohesion, citizenship and local sustainability; Define models to organise and mobilise the actors involved in the implementation of cultural strategies within Medium-Sized Cities. Contribute to the discussion surrounding the options of Medium-Sized Cities in respect of the region they are situated in; Investigate and systemise financing models that help increase cultural investment. 7 3. STRATEGIC CULTURAL PLANS 3.1. Opportunity to elaborate Strategic cultural plans As never before, the cultural sector is beginning to play a crucial role in the evolution of harmonious societies. It currently faces a very pressing challenge: economic globalization which consists of the need to convert two diverging realities into a single integrated system with a consequent tendency towards a standardization of cultural norms and values versus cultural diversity and the desire to affirm specific cultural identities. MSC´s possess a set of characteristics that make them particularly weak in some areas and especially strong in others. It is precisely with regard to culture, in its broadest sense, that these cities can maximise their assets and become integration territories, particularly for those social groups that are most vulnerable. MSC’s possess, in effect, particularly favourable conditions for the development of policies that help attenuate the conflict that results from the cultural confrontation currently facing urban environments. We cannot ignore, however, that such cities currently face innumerable obstacles with regard to culture. These obstacles derive, essentially, from the small scale of their markets. This factor strongly limits the internal capacity for cultural creation and production in the face of ever increasing demand. The question of market size is also inherently linked to the recurring central question of financing, that is, although public decision-making bodies and the private sector are becoming increasingly conscious of the cultural sector’s contribution to the economy, the returns from cultural investment have up to now been slow and indirect, a fact that has limited initiatives for investment in the sector. Given the current background, there is an increasing need for MSC’s to define cultural strategies that will address the above-mentioned needs on a global scale within the scope of the World Commission for Culture and Development (N2): Strategic planning has become the preferred conceptual and methodological framework for dealing with the strong dynamics of the geo-political, social, cultural, technological, and administrative structure that has in the past largely influenced the development of urban policies and which has been responsible for all the major changes that have occurred. 8 These changes can be summarised as follows: Awareness of the contribution of the cultural sector to local development. The growing economic impact of the cultural market on the local economies has placed the cultural sector on equal footing with other production factors that influence urban development policies. Decentralization of jurisdictions in the cultural domain. Although not all countries are faced with this issue, there is a need to optimise the sector’s management and strengthen co-operation between public and private agents. Culture as a social health factor. The protection and promotion of cultural identities and expressions along with that of inter-cultural dialogue have become essential aspects of a democratic and pluralistic society. Growing competitiveness between cities. The need to attract investment requires cities to affirm and promote themselves. Consequently, the cities’ decision-makers have had to employ more sophisticated territorial marketing tools. Incorporation of new communication technologies. The major changes in the communications sector requires management of new information in order to maximise its contribution to local and urban development policies. Growing demand for administrative transparency. The current consolidation of democratic governments requires the participation of civilians in administrative decisions, particularly with regard to medium-sized cities. The renewal of traditional planning tools and the research surrounding local cultural policy measures has led to new tools of methodological focusing and analysis, such as the Strategic cultural plans (SCP). 9 3.2. Cultural intervention strategy for Medium-Sized Cities In recent years, the strategic planning concept (N3), traditionally used in corporate areas, has been applied with increasing success to cities as an instrument of analysis and decisionmaking. This application is found both within the scope of global development and within the more specific spheres of a city’s activity, such as urban management, economic management, cultural management, etc.. Up until very recently, culture was attributed a secondary role in terms of strategic development options. For a long time it was thought that culture was not amenable to generating economic benefits. Culture has been considered almost exclusively a “service rendered to the population”. Its importance as a fundamental element in the processes of territorial affirmation/projection and socio-economic transformation has been undervalued, namely with respect to job creation. As this way of thinking becomes less prevalent, the importance of culture within city life has continued to grow and has subsequently justified the application of a strategic management tool . The consciousness of culture’s growing protagonism as a transversal component of local and urban development has stimulated numerous debates and has been at the source of a vast array of publications on the current and future state of cultural development. A survey (Annexe I) on the cities included in the Network was carried out within the scope of this Project. It complemented the available information on the profile of cultural life in mediumsized cities. The specific objectives of this Methodological Guide led to the systemization of the most important cultural contributions listed within a framework of theoretical reference in a manner suitable to the definition of a cultural intervention strategy for MSC´s. The table below illustrates the most relevant aspects of the analysis made regarding the cultural sector of medium-sized cities. It constitutes an important methodological contribution that serves as a guide to the elaboration of Strategic cultural plans in MSC´s. It is also a means of familiarising users with a common terminology and language, thus guaranteeing the conceptual and methodological conditions required for this type of endeavour. The description of the operative concepts used here and throughout the entire plan formulation phase (presented in Annexe III) is essential to the proper interpretation and implementation of this guide. 10 Theoretical framework for Cultural Intervention in Medium-Sized Cities Table 1 Heavy trends in the Cultural Sector 1. Growing importance of culture as a transversal component of development 2. Growing importance of research and intervention tools in the cultural sector within the context of EU policies 3. On-going development of cultural creation as a means of adapting to the constant changes in society 4. Mass consumption of culture stemming from increased access to a wider range of communication media 5. Democratization of culture via an increase in cultural consumption per family 6. Growing internationalization of cultural values and activities 7. Less production of traditional forms of cultural expression 8. Progressive integration of medium-sized urban centres into the cultural distribution/production networks involving cultural domains that are less demanding from the point of view of infrastructure and technology 9. Increased quality and capacity of cultural production in Medium-Sized Cities 10. Growing importance of culture in the local/regional economy via the city’s external exposure 11. Increased interest on the part of cultural production/animation agents and on the part of the local population 12. Growing participation of the private sector in financing culture 13. Growing desire to identify and preserve local identity values 14. Growing demand for regionally and locally specific cultural expressions 15. Growing importance of cultural identity as a means of increasing the ability of a Medium-Sized City to compete 11 12 Table 2 Particularities of Medium-Sized Cities Average demographic dimension l Strengths of MediumSized Cities Functionally, midway between large urban centres and small rural centres Morphological and socio-cultural characteristics favourable to the creation of a single identity Weaknesses of Medium-Sized Cities Development of cultural strategies aimed at social cohesion and citizenship through the integration of the local population, particularly those social groups considered most vulnerable Strong dependence of the cultural sector on the local public financing Lack of public resources for the cultural sector Favourable conditions for participation of the local community and civilians (agents and population) in cultural activities, namely through volunteer work Feeble participation of the private sector in the cities’ cultural life, financially and otherwise Lack of cultural diversity and specialization Low occurrence of and benefits from innovation and research initiatives conducted in an institutional and/or high professionalism context Conditions favourable to the initiation of original and experimental smallscale local actions, Contribution to cultural decentralization by acting as centre of activity for the surrounding rural areas Favourable conditions for international cultural co-operation Importance of cultural tourism as part of a city’s global development Importance of historical sights as a decisive factor in the cultural projection of Medium-Sized Cities on a national and international scale Importance of cultural particularities to a city’s competitiveness Main Guidelines Encourage community involvement and civic participation in cultural activities Encourage private sector financing of culture Reduced ability to attract a wide range of national and international cultural initiatives, except those having to do with architectural and archaeological heritage Develop regional cooperation Promote the creation of international cultural networks for mediumsized cities Cultural demand is seasonal due to the relative importance given to cultural tourism Protect and promote existing cultural heritage Take advantage of the cities’ cultural particularities to generate cultural initiatives. 13 3.3. Methodological Principles Because the strategic planning methodology (N4) is well known, only a summary of its most relevant aspects will be presented here. It is comprised of a set of previously tested methodological assumptions, namely with regard to medium-sized cities. It has become a structural element in the political decision-making process. Its aim is to converge interests and manage power relations in support of a common project that integrates a large spectrum of the city’s opinions and values into a process of permanent self-evaluation and search for consensus. It is essentially characterised by a global and long-range vision of reality. It involves the identification of the city’s positioning with respect to its external surroundings, identifying its competitive advantages and orienting its intervention to support critical issues defined with the participation of the social agents involved in the elaboration and implementation of the plan. Carrying out a process of this kind implies a major conversion of related planning concepts and practices. Methodologies favouring the following approaches must be drawn up: Methodological Principles of Strategic Planning Process dominance. Contrary to traditional planning and management instruments in which the Plan is static, dated and disassociated from its implementation, the current plan is a dynamic, flexible, pedagogical process that values interaction with the object of study and constantly re-evaluates results and objectives. Integrated Approach. Proposes a global vision of the issue in question through the promotion of multi-subject and sectored integration methodologies that identify the forms and degree of interdependence between the various components of the system as well as a horizontal and vertical co-ordination between the various territorial and administrative levels. It promotes co-operation between the socio-economic and territorial sectors of development together with the different components of planning needed for understanding and intervening in the study area, proceeding with territorial and timely integration. Prospective approach. It is essentially a “look into the future that serves to guide present actions”. It involves a long-range vision, a global approach that takes into account all the components that contribute to the evolution of the modern world as well as their effects and consequences. It consists of a voluntary attitude that translates into active, planned involvement in the development process in order to reach the desired objective, which is to build a better future rather than predict it. Selective approach. Implies the adoption of a selective attitude marked by compliance with the objectives to be reached. It is an integral part of the entire process of the plan, 14 especially in respect of selecting the participating actors, the domains to be analysed, the actions to be executed in order to reach the desired ends and in determining the financial resources to be applied. Participation (H1). Presupposes the involvement of all the actors that contribute to the execution of a global project that is capable of mobilising the local will to act. It employs focalised and segmented participation via specific methodological procedures (H2) to get to know and incorporate the will of different intervening parties and beneficiaries of the development in question. Its aim is to mobilise participants to collaborate in the elaboration of the Plan and encourage them to take responsibility for its implementation. It creates conditions for an effective collaboration that exploits synergies and forestalls obstacles and barriers to the Plan’s implementation. It constitutes an added advantage in negotiations between the various entities involved in the process. 3.4. Organic Structure The need to define an organizational model for the elaboration of a Strategic Plan stems from the nature of Strategic Plans, which constitute a future vision of the city implying the combination of a vast range of viewpoints, interests and perspectives. It therefore becomes necessary to create a structure that will flexibly ensure the following conditions throughout the whole process: Leadership and dynamics; Execution of technical tasks; Responsiveness to external demand and the establishment of consensus; Evaluation and implementation of the Plan’s proposals; Its appropriation by the various city entities (administration and administrated parties). It is clear that “...the existence of different political and administrative configurations of local government, of various administrative traditions and distinct civic participation that vary in accordance with the countries and cities involved, obliges one to diversify the forms of organization that support the planning process” (OA, “Guide for the Elaboration of Strategic Plans for Medium-Sized Cities”). More specifically, in the case of cultural sector planning, the disparities between municipal capacity, municipal budgets, the importance of cultural heritage and/or the level of the cities’ economic development, must be taken into account during the establishment of organizational models for the elaboration of Strategic cultural plans. Nevertheless, in most cases at least some of the requirements have been fulfilled. Regardless of the specific reality of each city, in order for a methodology of strategic planning to be successful, the composition of the desired organizational structure must ensure the following conditions: 15 16 Requirements for the Creation of the SCP’s Organic Structure Cumulative integration of the public and private sectors; various forms of integration are possible. In order for the process to be effective, public and private interests must be combined and co-operative mechanisms must be developed. Participation of all the levels of administration and administrated parties; the plan must correspond to a commitment toward a common project and it must involve and encompass the whole spectrum of interests that range from the highest levels of public, economic and civil administration right down to the common citizen. Incorporation of technical and political components; although the plan is, above all, a political instrument, the participation of a technical team is indispensable to the development of all the supporting measures favouring discussion, evaluation and strategic options. 3.4.1. Key Solutions Despite the above-mentioned conditions, we believe there are advantages to establishing organic parameters for the elaboration of Strategic cultural plans. They appear only as possible solutions subject to numerous adaptations in accordance with the reality and needs of each planning process. The proposed solutions may be classified according to leadership, more specifically, the promoting entity responsible for developing the Plan. The main distinguishing character of the proposed solutions is the level of internal and external co-operation present in each. Key Solutions for the Formation of the SCP’s Organic Structure Solution A – The SCP is developed by the City Council (Services/Organ/Department responsible for cultural matters). Solution B (N5) – The SCP is developed by the City Council (Services/Organ/Department responsible for cultural matters) and other cultural agents in the city. It is responsible for the plan’s co-ordination, promotion and implementation with access to internal technical resources or external consultants. 17 This Solution may involve different levels of participation on the part of the cultural agents that do not belong to the City Council: Solution B1 – The cultural agents have a consultative function Solution B2 – The cultural agents also have decision-making powers Solution C – The SCP is developed by a body consisting of the City Council and other cultural agents with equal capacities and obligations with any entity being able to co-ordinate the plan’s elaboration process. 18 3.4.2. Organizational Structure The organizational structure for each of the given solutions will be composed of different elements as follows: Solution A – The technical co-ordination of the Plan’s process will be conducted by a municipal technician from the sector and the elaboration of the SCP will be developed by the technical staff of the municipal services, which will eventually be aided by external technical consultants. The follow-up will be conducted by an elected member of City Council who will be responsible for relaying the Plan to the Executive body and for promoting the Plan’s approval. Solution B – The creation of a SCP Office representing the city’s cultural agents, which include the City Council via politicians and Technical Services, possibly aided by external technicians, who will assume the promotion, co-ordination and implementation of the Plan. The Office will also include representatives from the most important cultural institutions in the city who will have consultative decision-making powers, depending on the options described in the previous number of this document. In this solution, financing is supplied via the City Council’s Budget with the City Council managing the Plans’ finances. Solution C – The creation of a SCP Office outside the City Council’s hospices consisting of the most important cultural agents in the city, namely members of the City Council. The coordination of the financial management of the project may be undertaken by any of the agents belonging to the Office via an internal agreement. Financing will be shared between the agents according to internally defined criteria. This Solution will allow for a more rigorous definition of the duties and obligations of all parties involved in the Plan’s process. 19 3.5. Elaboration process This chapter will attempt to describe the global process of executing a Strategic cultural plan in a systematic and coherent manner. It includes a proposal for the general structuring of the project, adaptable to each city’s specific process of elaboration for their Strategic cultural plan. There are four phases involved in the execution of the technical works necessary for the formulation of the Plan: Preparation and Organization Analysis and Diagnosis Formulation of the Strategic Intervention Framework Elaboration of the city’s Strategic cultural plan The 1st phase, Preparation and Organization, corresponds to the establishment of prerequisite conditions for the Plan’s elaboration. It involves the following tasks: 1st Phase – Preparation and Organization Implementation of the organizational structure (E1) Identification and selection of the main actors (E2) (institutions, notable personalities, associations, group representatives etc.) and their participation in the Plan’s execution Identification/creation of communication channels and instruments (E3) in conjunction with the city in order to advertise Plan-related initiatives Promotion of initiatives (E4) (seminars/gatherings) aimed at addressing the key questions concerning the city’s cultural development Selection of documented and statistical information 20 The 2nd phase, Analysis and Diagnosis, is aimed at elaborating a qualitative and methodologically oriented diagnosis for the formulation of an intervention strategy to be defined in the following phase. This 2nd phase breaks down as follows: 2nd Phase – Analysis and Diagnosis Identification of the cultural development pattern that led to the current situation, constituting a reference point for the justification of the Plan’s execution. External analysis (H3), more precisely, the city’s position (N6) in regards to its external surroundings–region, country, Europe, the world. Internal analysis of the cultural system characterised by the main components (H4) of the city’s planning and cultural management. It serves as a qualitative diagnostic system. Integrated diagnosis (H5), constitutes a crucial step in the Plan’s elaboration process. It is the systemic result of the external and internal analysis. The selection of subjects and their relation to the objectives of strategic planning allows nuclear information (E5) to be obtained without work being interrupted. It constitutes, therefore, the basis for the formulation of the strategic intervention framework. Its elaboration requires the use of methodologically suitable operative concepts that translate its integrated, selective and prospective character. The 3rd phase, Formulation of the Strategic Intervention Framework, is based on combining the most relevant results of the diagnosis. It consists of a model for the city’s desired long-term cultural development. It also represents an affirmation and position-taking process with respect to a city’s external surroundings. It is the first phase in the strategy-building process and its main objective is to identify the principal options that will mark potential and desired future occurrences. Its coherent articulation allows the formulation of the strategic intervention framework. 3rd Phase – Formulation of the Strategic Intervention Framework Identification of the Main Guidelines (H6) (E6) Definition of the Strategic Intervention Vectors (H6) (E7) Definition of Objectives (E8) 21 After having defined the principal objectives (main guidelines) that will guide and direct the cultural planning process, it will be necessary to coherently define the key areas of intervention that the city must address (strategic vectors) along with specific objectives that correspond to a set of priorities strategically defined in accordance with the major guidelines and vectors. This last step involves detailed specification of the objectives to be reached and a description of the proposed strategic intervention framework. Finally, the goal of the 4th phase, Elaboration of the City’s Strategic cultural plan, is to transform previously defined qualitative strategic objectives into reality. The set of programmed actions defined and detailed in an articulate and coherent manner translates into the Plan of Action used to implement the Strategic Plan. 4th Phase – Elaboration of the Strategic cultural plan Formulation of strategic projects Definition of strategic actions, namely those needed for the viable implementation of the proposed projects Methodology of project selection and prioritization that identifies those projects most likely to fulfil the desired strategy . Formulation of the execution plan that establishes when, where and how the co-ordination of the projects and actions will take place along with the roles attributed to the agents responsible for implementing the projects. Elaboration of a financing plan that establishes cost estimates and sources of financing. Creation of devices for the co-ordination, implementation and evaluation of the Plan. 22 PROCESS FOR THE ELABORATION OF STRATEGIC CULTURAL PLANS PREPARATION AND ORGANIZATION Implementation of the organizational structure Identification and selection of the socio-cultural agents Identification/creation of communication channels and media Holding of seminar(s) Selection and organization of information . ANALYSIS AND DIAGNOSIS ANALYSIS INTEGRATED DIAGNOSIS Characterization of the reference situation External analysis of the city’s position with respect to its surroundings Internal analysis of the main components of the city’s planning and cultural management Heavy trends Strengths and weaknesses Opportunities and threats Cultural particularities Cultural specialization on a regional, national and international scale STRATEGIC INTERVENTION FRAMEWORK Main guidelines Strategic intervention vectors Objectives THE CITY’S STRATEGIC CULTURAL PLAN Strategic projects and actions Selection and prioritzation of projects and actions Execution plan Financing plan Co-ordination devices, implementation and evaluation of the plan 23 4. CULTURAL INTERVENTION IN THE MECINE NETWORK CITIES – STRATCULT’S CONTRIBUTIONS AND RESULTS 4.1. Description of the Developed Projects Aside from creating the Guide for the Elaboration of Strategic cultural plans for Medium-Sized European Cities, which is undoubtedly Stratcult’s highest impact product, Stratcult has also developed other projects of direct interest to the cities involved. These projects are discussed here in this point because they all contain innovative aspects worth mentioning and publicising throughout all the other European cities that may be interested in this project: 4.1.1. Strategic cultural plans The four strategic cultural plans developed within the Stratcult framework are available in their entirety (but only in the language they were produced in) as an annexe to this CD-ROM (Annexe II). As indicated in the introduction, the creation of a Strategic cultural plan for each city had not been initially intended, not to mention the elaboration of a Guide to the Strategic cultural plan.. However, each of the cities involved expressed a wish to take advantage of this opportunity to develop and benefit from its own experimental methodology. Thus each city carried out a much needed study and was able to test the methodology by putting it into practise. The cities of Évora and Lamia (N7) each opted to carry out a strategic cultural plan within the territorial framework of their municipality, covering all the areas defined in the methodology. The Évora Plan is currently in its completion phase and is the first of its kind to be carried out in Portugal. The Global Strategic Plan for Speyer was already underway when the city decided to take advantage of the cultural aspect of the Plan by implementing the Stratcult methodology. The city of Linkoping, situated only 40 km from another Swedish city of the same size, decided to take advantage of the opportunity to develop a regional study. The plan would involve both of these cities and others nearby as a means of promoting each city’s qualities within a noncompetitive spirit of co-operation. The plan would also be used to strategically develop culture in Linkoping. Lastly, the city of Roskilde, which currently possesses a strategic cultural plan, opted to develop a more specific plan dedicated to young people based on the methodology being studied. The plan was fully completed and allowed the city to detect some weaknesses that are 24 currently being addressed. 4.1.2. Pilot- Projects Stratcult’s project initially foresaw the implementation of two Pilot-Projects, one to be developed in Évora and the other in Lamia. A - The goal of the Évora project, referred to as “Projecto Chão” (Floor Project), was to revitalise and renovate an urban city block via the creation of a Museological Nucleus of Metrology. The latter instrument functions as a means of revitalising social and cultural life while producing an economic impact on the surrounding areas. Its implementation was conducted in the following stages: Évora Pilot-Project The restoration of “Casa da Balança” (House of the Scales), an area belonging to the old fruit and vegetable market in Largo Chão das Covas, in order to house the Museological Nucleus; Collection, restoration and study of a vast array of measuring and weighing instruments currently on display at the Museological Nucleus; Development of a cultural events programme centred around the museum and the surrounding areas involving theatre, music and fairs attracting people to the city block undergoing renovation; The creation of cultural and artistic professional training courses. The most important result was the fact that the metrology museum attracted more than XXXXX people, thus contributing to the development and revitalization of the surrounding region. The project also created XXX direct or indirect employment opportunities. B - The Lamia project was created to promote music in the city’s cultural life. It involved the creation of a workshop manufacturing traditional Greek instruments in Lamia, together with a series of research and animation interventions related to Hellenic music. Below the stages involved in carrying out this project: Lamia Pilot-Project Detailed research on the influence of traditional Greek music on European culture, and the 25 production of traditional Hellenic musical instruments; The restoration of a small theatre located near a school set up to house a shop where traditional instruments are produced and displayed to the public via musical performances; Performances and conferences dedicated to local and regional traditional music. This pilot-project resulted mainly in the creation of various training courses involving the manufacture of traditional musical instruments and it created XXXX direct and indirect employment opportunities. 4.1.3. Small Cultural Projects At the meeting of the Stratcult project’s Co-ordination Committee in Linkoping at the end of 1997, the cities decided that the four partners that did not have a pilot-project could organise a small-scale cultural initiative . Each initiative was required to transmit the spirit of the project to the city’s inhabitants and in some way contribute to making culture a part of local development. The following projects (N8) were carried out: Small Cultural Projects Linkoping – referred to as the Artistic Renewal of the VALLA Industrial Area, the idea was to show that art can be an important factor in the process of urban industrial renewal. A group of 10 artists developed an image study of the degraded buildings in the VALLA industrial zone using new computer technologies, namely three-dimensional imaging. Roskilde – the Streetcult project was carried out over a 3-day weekend dedicated to young people in Roskilde and other Stratcult cities with the aim of promoting a gathering targeted specifically at the younger generations. The programme included live music, gatherings, shows, sporting activities and round table discussions. The latter analysed the various cultural sub-divisions and expressions among young people, namely those expressions that are more difficult to integrate socially. Speyer – organised the “101 Music Hall” project inviting a rock band from each Stratcult partner city, for a long-weekend concert for young people. The aim was to bring together young people through music and show cultural diversity through the different styles of each group. The project also permitted an analysis of the possibilities and strategies for the development of public-private partnerships in the cultural sector as well as the discussion of new concepts and ideas for cultural activities. One may conclude from this small summary that the Stratcult project became a catalyst for 26 other projects, all of which resulting from exchanges between the members of the MECINE Network. The Stratcult period of development, together with its demonstrative and multiplying effect, helped to identify this type of project as one that promotes profound synergies. 27 4.2. Large Contribution Domains The Stratcult project’s area of operation was extremely vast from the start. It covered three very complex objects of analysis, namely culture, medium-sized cities and strategic planning. Their interdependence seems evident, but it is also clear that their in-depth study raises innumerable recurrent questions that can complicate the process. It is relevant to mention the lack of theoretical research conducted in such areas and the almost total absence of statistical information and qualitative indicators that help to foster a profound understanding of the questions under analysis. However, the field of operation in itself, was extremely lacking in uniformity from the start. We found ourselves dealing with a network of European cities with a large geographical distribution encompassing the farthest reaching regions in the European Union with all the associated economic, social and cultural differences. This is another issue that represented both a challenge and a source of potential for the project. It dealt with conceptual and methodological difficulties of significant importance. This introduction establishes a framework for the Stratcult process and helps explain the need to establish three large domains that identify the main contributions of the process, which are the following: A Cultural Strategy for Medium-Sized Cities stemming from the need to limit the concept of culture and its relation to planned intervention in medium-sized cities. Discussion on the Nature of Cultural Intervention in Medium-Sized Cities covering all questions concerning the particularities and role of medium-sized cities in the implementation of cultural strategies. Methodology of the Intervention Strategy for Medium-Sized Cities, consisting of the benefits and needs related to the application of strategic planning methodology to the cultural sector. These large domains are related to the three objects under analysis. They relate the basic concerns that dominated the works in progress from beginning to end. These contributions have various origins given that the project is both theoretical and practical (Pilot-Projects, Small Projects and Strategic Plans). The synthesis that was reached results from the combination of these two aspects. Despite its schematic appearance, it addresses a wide range of questions concerning the Stratcult Project with the corresponding results illustrated in the following number. 28 4.3. Contribution Content The contributions from the theoretical discussion and the various projects developed by the network cities within the context of Stratcult deal mainly with the domains described above. These contributions break down as follows: Scope of Intervention of the Cultural Strategy for MSCs Extension of the scope to social and recreational areas (e.g.; sports, leisure, education). Increased importance of cultural areas related to contemporary creation. Discussion on the Nature of Cultural Intervention in MSCs Assertion of culture as a factor of cohesion and social health rather than as a source of competition and external exposure (e.g.: urban renewal, job creation, social integration of children, young people , voiceless groups, ethnic minorities, emigrants). Recognition of the importance of volunteer work to the implementation of cultural strategies in medium-sized cities. Appreciation of innovation and contemporary cultural creation as a component of local identity. Methodology of the Cultural Intervention Strategy for MSCs Reduced emphasis on the city’s external aspect (territorial coverage) due to the decreasing importance attributed to culture as a means of competing with other cities and regions. Analysis of the impact of culture on the city’s social cohesion. Discussion involving the new variables that are to be considered when defining organizational models for the elaboration of SCP´s (see Boel contributions). Cultural Financing ? (Filipe) 29 4.4. Global Evaluation of Stratcult Stratcult’s work was developed within the scope of the MECINE Network. The network is new. The size, territorial limits, level of economic development and cultural diversity of each of its cities generated some expected difficulties throughout project’s evolution. Paradoxically, these obstacles served to enrich the process. Overall, we consider the project to be a success. Upon analysis of Stratcult’s Global Objectives (see Chapter 2.1.) and their success rate, we find proof of the project’s success rate. In fact, we consider that, There was a wide-spread exchange of ideas and, above all, a mutual exchange of acquired knowledge and contrasting realities of cultural intervention among the Network’s cities. Not only was know-how transferred, as expected, there was also a recognition of a common European identity affirmed within a framework of vast diversity. The result of this process has resulted in the development of parallel cultural initiatives among the Network’s cities. Throughout the project’s evolution, Culture was emphasised as a means of developing solidarity. The project illustrated the importance of the cultural sector’s contribution to a city’s economic and social development. The strategic importance of culture was also made evident. It helps provide exposure to cities with fragile economies and helps create cohesive, unified societies in the more economically prosperous cities. Experiments conducted via numerous city projects contributed significantly to job creation. We will have to take into account the small dimension of the cultural market in these cities in order to understand the relative significance of the results achieved. Upon evaluating the level of response to Stratcult’s Global Objectives (see Chapter 2.3) one finds that dynamic joint discussions were carried out, sometimes without producing any conclusive results, but still helping to create awareness of the following: The particularities of medium-sized cities, their role in the surrounding region and their internal objectives, particularly with regard to culture. The cultural sector’s potential as a contributing factor to the city’s economic, social and cultural dynamics. The need to research and adopt specific concepts and methodologies relevant to cultural planning. 30 This project is only one step in an on-going process of discussion and planning constantly subject to being re-evaluated and adapted to prevailing circumstances. We would also like to mention the excellent working environment that was created and the great effort made by all the participants to overcome the existing cultural barriers, namely language, in order to benefit as much as possible from this collective experience. We believe this point reveals each participant’s willingness to incorporate his or her own diversity into a single framework. Such a fact bodes well for the future of the MECINE Network. 31