QUALITY MARK Manual ________________________ Property of Regional Competitiveness Initiative (RCI) Implemented by Segura / IP3 Consortium: USAID September 2008 For all inquiries please refer: Filip Stojanovic / Stoyanovich Regional Director E-mail: fstoyanovich@segura-co.net, filipstojanovic@yahoo.com RCI Address: Office in SEE Region: 23 A, Angel Kanchev, Sofia, Bulgaria Office in Washington DC: 10411 Motor City, Suite 410, Bethesda, MD 20817, USA Acknowledgements This Quality Mark manual was written by tourism consultant Susan Warren, London, June 2008. The original inspiration for this cohesive programme came from the original New Zealand Way campaign, implemented in the 1990’s of which quality management was a critical element. This element evolved into New Zealand’s QUALMARK. A Quality Mark and Association for Small and Family Hotels were implemented in Croatia in 2003. In 2004 the Authentic Bulgaria Quality Mark was developed and this is the model this Manual is based on. Thank you to USAID, without whose support these programmes would not have been possible. Contents INTRODUCTION: WELCOME TO THE QUALITY MARK ...................................................................... 1 What are the goals of a quality system for SE Europe and Caucasus? ........................ 1 Why introduce a Quality Mark? ............................................................................................ 1 Who is the Quality Mark for? .................................................................................................. 1 Why is the Quality Mark credible? ........................................................................................ 2 Complements Star accreditation ......................................................................................... 2 Customer feedback and monitoring ................................................................................... 3 Sustainable funding ................................................................................................................. 3 Benefits for the industry ........................................................................................................... 4 WHERE TO START ................................................................................. Error! Bookmark not defined. 1. Planning is essential. .............................................................. Error! Bookmark not defined. THE QUALITY MARK CATEGORIES, SCORECARD, GRADES & SPECIAL AWARDS ............... Error! Bookmark not defined. 2. Setting up the systems and processes ............................... Error! Bookmark not defined. 2.1 Categories of operator and number of beds (ie B&B, guesthouse, etc,) ......... Error! Bookmark not defined. 2.2 Areas to be assessed ......................................................... Error! Bookmark not defined. 2.3 The Scorecard ..................................................................... Error! Bookmark not defined. 2.4 How the scoring works....................................................... Error! Bookmark not defined. 2.5 The Grades .......................................................................... Error! Bookmark not defined. 2.6 Developing Special Awards ............................................. Error! Bookmark not defined. ASSESSMENT & LICENSING SYSTEM .................................................. Error! Bookmark not defined. 3. Introduction to the assessment process ............................ Error! Bookmark not defined. 3.1 Assessment process ........................................................... Error! Bookmark not defined. 3.2 Protocols for the Quality Mark ......................................... Error! Bookmark not defined. 3.3 Certificate of Membership for the Quality Mark .......... Error! Bookmark not defined. 3.4 License to carry the Quality Mark ................................... Error! Bookmark not defined. ASSESSORS PROGRAMME & LICENSING COMMITTEE ................. Error! Bookmark not defined. 4. Introduction to Assessors’ programme and Licensing Committee ..... Error! Bookmark not defined. 4.1 Develop criteria for choosing Assessors / Company ... Error! Bookmark not defined. 4.2 Tender business ................................................................... Error! Bookmark not defined. 4.3 Train Assessors ...................................................................... Error! Bookmark not defined. 4.4 The Assessment and Report ............................................. Error! Bookmark not defined. 4.5 Sample Assessor letter - recommendation for grade, special awards .............. Error! Bookmark not defined. 4.6 Assessor check list for assessments .................................. Error! Bookmark not defined. 4.7 Licensing Committee......................................................... Error! Bookmark not defined. 4.8 Final letter to accompany Assessor’s Report ................ Error! Bookmark not defined. DEVELOPING CUSTOMER FEEDBACK AND MONITORING .......... Error! Bookmark not defined. 5. A customer-focussed approach ......................................... Error! Bookmark not defined. 5.1 For accommodation providers ....................................... Error! Bookmark not defined. 5.2 Sample feedback forms ................................................... Error! Bookmark not defined. 5.3 • Independent Customer Feedback ............................. Error! Bookmark not defined. 5.4 System for “Mystery” checks ............................................ Error! Bookmark not defined. 5.5 Customer reviews and advice sites for travellers ......... Error! Bookmark not defined. Launch of Quality Mark .................................................................... Error! Bookmark not defined. 6. Going out to the industry ...................................................... Error! Bookmark not defined. 6.1 Initial letter to potential accommodation providers ... Error! Bookmark not defined. 6.2 Application Form for accommodation providers to apply ....... Error! Bookmark not defined. MARKETING: EXECUTION & IMPLEMENTATION .............................. Error! Bookmark not defined. 7. Introduction to executing marketing collateral and campaign elements ........... Error! Bookmark not defined. 7.1 Choose Design company: tender .................................. Error! Bookmark not defined. 7.2 Develop all materials: customer facing and corporate............. Error! Bookmark not defined. 7.3 Develop website - booking facility ................................. Error! Bookmark not defined. 7.4 Marketing Initiatives ........................................................... Error! Bookmark not defined. 7.5 Trade Fair installations ........................................................ Error! Bookmark not defined. VALUE ADDED SERVICES ................................................................... Error! Bookmark not defined. 8. Introduction to value-added services for Licensees ....... Error! Bookmark not defined. 8.1 Setting up Association: services for Licensees .............. Error! Bookmark not defined. BUSINESS MODEL / LEGAL FRAMEWORK ........................................ Error! Bookmark not defined. 9. A sustainable programme.................................................... Error! Bookmark not defined. 9.1 Management and governance ..................................... Error! Bookmark not defined. 9.2 Revenue model for funding programme ...................... Error! Bookmark not defined. APPENDICES ........................................................................................ Error! Bookmark not defined. Sample Tender for Assessor Tender ................................................ Error! Bookmark not defined. Sample SOW for Website ................................................................. Error! Bookmark not defined. Request for Proposal (RFP) for Creative Agency ........................ Error! Bookmark not defined. 10. ......................................................................................................... Error! Bookmark not defined. 11. Objectives ............................................................................... Error! Bookmark not defined. 12. ......................................................................................................... Error! Bookmark not defined. 13. Deliverables and Dates ....................................................... Error! Bookmark not defined. 14. Final Products to be delivered according to this SOWError! Bookmark not defined. 15. Reporting Relationship/Other Conditions ...................... Error! Bookmark not defined. 16. Duration of Assignment ...................................................... Error! Bookmark not defined. The theory behind the Quality Mark .............................................. Error! Bookmark not defined. 16.1 Kano Analysis ................................................................... Error! Bookmark not defined. Quality Mark manual RCI June 2008M INTRODUCTION: WELCOME TO THE QUALITY MARK This Manual provides a step by step guide to introducing a Quality Mark into your country. It is expected you will adapt the material to suit your local conditions working with RCI and your implementation team. However we make detailed recommendations to help you on each of the elements of the Quality Mark programme from initial planning and organisation, to development and implementation. The result will be your own country-branded Quality Mark which will reflect the same disciplines and standards for Quality Marks in other countries in the region. The following is a brief summary about the key elements of the Quality Mark: What are the goals of a quality system for SE Europe and Caucasus? To provide a guarantee for travellers to select quality tourism options To assist operators and the industry overall, to understand and raise service quality to support enterprise development and business success To achieve an independent, credible classification and quality grading system for accommodation…which can be extended to encompass services and activities To target a category of accommodation which meets travellers’ search for authentic and local experiences, especially “off the beaten track” To provide an enabling environment for supporting tourism and related agri and souvenir development, cultural and environmental protection, often in areas which are remote, rural and marginalized. Provide an environment for networking between the certified accommodations To enhance the consultancy capacity in the sector Why introduce a Quality Mark? The Quality Mark is designed to help increase the competitiveness of each country’s tourism sector. The Quality Mark will tell travellers that a business is professional & offers an authentic local experience. The Quality Mark & the processes and systems behind it, will help improve quality, market position & profile. The programme can play a major role in improving business excellence – it helps everyone in the industry to understand customer expectations and how to raise their quality to satisfy these. It can raise awareness of the potential of your tourism sector and provide an alternative image for it. Who is the Quality Mark for? Page 1 Quality Mark manual RCI June 2008M The Quality Mark programme is designed for smaller premises such as guesthouses, small and family hotels, B & B’s, inns: all typically with 50 beds and less. That is because this category of accommodation tends to be the most likely to offer “personalised” and ”authentic” experiences. Research shows this is what many tourists are seeking as opposed to staying at either globally branded hotels which have their own standards, or those places which appeal to mass tourism markets. This category of accommodation is in line with the type of experiences independent travellers seek. Accommodations that are ideal to carry the Quality Mark are typically situated in distinctive environments whether rural, coastal or urban. They are often tucked away and difficult to find, and they have design and ambience that is a little bit different. They offer food, beverages and products of the place; activities for visitors who want to explore and connect with local people and their communities. They offer opportunities for guests to experience culture, heritage, nature and attractions that are nearby. The Quality Mark can be extended to reward not only the grades of accommodation in the category, but also outstanding performance for those things that make for distinctiveness: cuisine, connection with the local community, design and ambience, environmental responsibility. Why is the Quality Mark credible? The underpinning principles of the Quality Mark are based on respected international Quality Assurance and Accreditation programmes. These include the Malcolm Baldrige National Quality Award (US), and the principles promoted by Japanese quality expert Dr. Noriaki Kano. All accommodations which carry the Quality Mark must have undergone the independent assessment which is a key part of the Quality Mark programme. Professional assessors are subcontracted (usually through a tender) to undertake the robust and transparent individual assessments. Each assessment takes at least half a day on-site. It must be attended by the owner / operator of the accommodation, and is made up of both a formal assessment and a feedback session to provide advice for the business. Assessors are more like personal trainers who the owner can trust for personalised business advice. Complements Star accreditation The Quality Mark programme is complementary to the Star accreditation. The recommendation is that accommodation providers must have achieved certification of one star if they are to be considered for the Quality Mark, except under exceptional circumstances. However, the Quality Mark programme contrasts the Star Accreditation because it links assessing excellence and promoting quality standards. Quality standards are often Page 2 Quality Mark manual RCI June 2008M proscriptive. The approach of the Quality Mark programme is that it is assessing and supporting excellence and is non-proscriptive where possible, focusing on outcomes that are fair but flexible …but most importantly always looking through “the eyes of the customer”. To make the programme more valuable to accommodation providers it is based on a continuous improvement system so that accommodation providers are encouraged and rewarded to continuously improve their offer. Customer feedback and monitoring Customer feedback opportunities are used to validate the grading / special awards the accommodation provider has been awarded. Independent reports are collated to both track customer satisfaction but also to provide an alert for non-performance. Failure to meet the standards of the grading / special awards is treated seriously and the Quality Mark can be removed. “Mystery visits” where premises are visited by unannounced assessors, ensure the accommodation is performing to the standards of the Quality Mark. Feedback is also collated in order to provide data to note trends and enhance the overall performance of the sector. Sustainable funding The costs of the programme - given that RCI provides expert advice, training and guidance for implementation, is: • To pay for assessments. (which take around 4 hours, made up of the assessment against a Scorecard and a personal “business consultancy” session) an the provision of a detailed Report which provides feedback, pointers for improvement, and the final recommended grade. (This is finally agreed to by an independent Licensing Committee). • To support promotional tools and activities. (for logo design and all marketing materials) Please note the RCI initiative in a separate but related initiative is also establishing a regional portal which will promote licensees and provide online booking both through e mail and SMS functionality. • To launch, then run the programme office which typically has minimal staff, with contracted Assessors. • To fund additional programmes such as training and education extension. Revenue is earned: Through an Assessment fee. Thereafter there is an annual License Fee (based on size of property), with a review every two years. Membership fee to the association which runs the QM Consultancy services to the members Revenue can also be earned through other sources such as commissions (from online booking, additional promotional materials to the core programme, and so on). A legally constituted organisation running the programme should be well positioned to receive donor funding or in future be eligible for example for IPARD funding. Page 3 Quality Mark manual RCI June 2008M Benefits for the industry Results from the first programme - Authentic Bulgaria (see /www.authenticbulgaria.org); now more than a year old demonstrates tangible (number of properties assessed and licensed, increased yields and business success, increased visitor nights, marketing penetration) and intangible impacts (increase in quality, development of skills especially business and marketing, institutional development). The Quality Mark is a branding and promotional tool for both the country / destination and for individual businesses. Accommodation providers can increase their promotional activity through working together. They can achieve increased credibility of their individual marketing because of the shared value derived from the Quality Mark. Association The recommendation is to establish an Association for accommodation providers (or to use an existing network or organisation). All accommodations are then promoted under the single banner of the Quality Mark - for example online, through a Print Directory, at Travel Fairs and Trade events, and through media programmes and other public relations initiatives. Accommodation providers have the opportunity to improve business practices and quality through business advice as a result of the assessment. The Association can also provide the focus for additional education and training. Areas can be chosen to focus on areas such as proactive environmental practice. As well the Association can look after members’ needs and lobby for issues that impact of the success of accommodation provider’s business. A mature Association can also provide economic benefits from group procurement for services and good, and so on. It can also provide a reference for consultancy services and specialised information focused on management issues and specifics of the sector. Finally the programme can be run by an organisation which is established for this purpose, demanding institutional development, accountable governance, and the ability to receive fund and manage funds. When the Association is mature and has the trust if the sector it can become easily a partner to institutions and thus participate in government and international programs to the benefit of its members. Page 4