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Project Base
William Angliss Institute of TAFE
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Melbourne 3000 Victoria
Telephone: (03) 9606 2111
Facsimile: (03) 9670 1330
Acknowledgements:
Project Manager: Dennis Tonkin
Writer & Instructional Designer: Geoff Arnott
DTP/Production: Rochelle Edmonds
© Supreme Commission for Tourism - Saudi Arabia 2006
All rights reserved. No part of this publication may be reproduced, repackaged, stored in a retrieval system or transmitted in any
form by any means whatsoever without the prior permission of the copyright owner.
This booklet was produced by William Angliss Institute of TAFE to be used as resource material.
Disclaimer:
Every effort has been made to ensure that this booklet is free from error or omissions. However, you should conduct your own
enquiries and seek professional advice before relying on any fact, statement or matter contained in this book. William Angliss
Institute of TAFE is not responsible for any injury, loss or damage as a result of material included or omitted from this course.
Information in these training materials is current at the time of publication.
The time of publication is indicated in the date stamp at the bottom of each page.
Supreme Commission for Tourism - Saudi Arabia Travel and Tourism Training Project
The purpose of this project is to design and develop detailed curriculum and instructional design materials for ten tourism
occupations. The project is funded by the Human Resource Development Fund, Kingdom of Saudi Arabia.
The curriculum and materials will be used to provide training to develop human resource capabilities in the identified
occupations within the tourism industry as part of the countries 'Saudisation' economic policy.
Welcome
Welcome to the training program: Plan for the
Tour. This trainee guide provides you with
learning materials and activities to prepare
you for assessment against the following key
competency tasks:

• Collect information about the area

• Visit tourist locations of the area

• Coordinate with officer in charge of the


programs

• Cooperate with security authorities

• Cooperate with management of


museums and antiquities
Saudi Arabian Airlines Boeing 747-400 (HZ-AIV) on short final
• Conform availability of introductory http://www.pbase.com/bmcmorrow/image/79290811
and entertainment bulletins

• Ensure availability of required First Aid


equipment

• Provide introductory signboards

• Coordinate with traffic for preparing


means of transportation

• Post identification posters on luggage

The key competency tasks describe exactly


what skills, knowledge and application you
need to demonstrate competency.

The curriculum for T-TT-TG-01: Plan for the


Tour including the key competency tasks and
steps/performance criteria are available at the
back of this training manual.

The training manual

• Details each step of the learning and


assessment process.

• Gives you opportunities to monitor


your own progression or performance
in the training program.
Introduction

This unit deals with the attitudes, skills and knowledge


with regard to developing tourism industry knowledge by
a Tour Guide.

The tasks relate to specialist competencies for the


tourism industry to:

Plan for the tour

Specialist Duties Training On-Job-


Hours Training
Hours

Collecting information about the area, visiting 60


tourist locations and co-ordinating with the
officer in charge of the program

110
Applying all documentation requirements 40

Designing the tour 60

Total: 160 110

T-TT-TG-01 Plan for the Tour


© Human Resources Development Fund/Supreme Commission for Tourism (2007)
“We have a constantly improving infrastructure,
our people are warm and hospitable, and we have a
rich and colorful heritage with amazing historic
sites and antiquities.”
Prince Sultan bin Salman bin Abdulaziz.

Tourism in Saudi Arabia

Riyadh

Riyadh is now a high-tech oasis of glass,


steel and concrete, home to huge hotels,
even larger hospitals and one of the biggest
airports in the world. The centre of Riyadh
is called Al-Bathaa and is the oldest part of
the city.
Ministry of Interior

The Riyadh Museum, to the west of Al-Bathaa, has all the usual exhibits
covering the history and archaeology of the Kingdom from the Stone Age
to early Islam. There's an interesting display on Islamic architecture and
a separate Ethnographic Hall, with clothes, musical instruments, weapons
and jewellry. Signs are in English and Arabic.

Once the citadel in the heart of Old Riyadh,


the Masmak Fortress was built around
1865 and extensively renovated in the
1980s.

Masmak Fortress

The Al-Thumairi Gate, in the centre of


town, is an impressive restoration of one of
the 9 gates which used to lead into the city
before the wall was torn down in 1950.

Al-Thumairi Gate

T-TT-TG-01 Plan for the Tour


© Human Resources Development Fund/Supreme Commission for Tourism (2007)
Riyadh's most interesting attraction, the ruins of Dir'aiyah, lie 30km
(20mi) north of the city centre. This was the kingdom's first capital and is
now the country's most popular archaeological site.

Dir'aiyah

Abha

Abha, the home of the headquarters of the


regional Governorate, is located in the Asir
region in the south-west of the Kingdom.

Abha's position, some 7,200 feet (2,200


meters) above sea-level, gives it a
relatively moderate climate. Temperatures
remain within a narrower band than is the
case in many other parts of the Kingdom.
The Abha region also enjoys the highest Rain Lake, Abha
level of rainfall of any part of Saudi Arabia.

The natural beauty of the region and its fertility have encouraged the
Saudi Arabian Government to establish a number of national parks,
enabling Saudi citizens to holiday in a location of outstanding scenery and
natural interest to rival anywhere abroad. 1

1
http://www.faltravel.com.sa/abha.htm cited 10/9/07

T-TT-TG-01 Plan for the Tour


© Human Resources Development Fund/Supreme Commission for Tourism (2007)
Collecting Information about the area,
visiting tourist locations and coordinating
with the officer in charge of the programs

In this section of the training program you will


learn how to review the tour brief which
includes:

Collecting information about the area

• Identifying and obtaining knowledge


about the local area from bulletins and
books
• Thoroughly reading and reviewing
books and bulletins
• Identifying and consulting with key
contacts in the local area about
customs and traditions
• Conducting an internet search about
tourism locations in the local area Saudi Arabian Airlines at the Arabian Travel Mart 2007
http://www.pbase.com/bmcmorrow/image/78116903
• Producing a summary from all
information sources

Visiting tourist locations of the area

• Consulting with the officer in charge of


the program to enable a visit to the
location
• Planning tour by visiting antiquarian,
historical & Tour places in the area
• Using GPS to determine the area's
remote places intended for visits
• Planning tours by taking photos of
items of interest in visited area

Coordinating with the officer in charge of


the tourism programs

• Contacting and consulting with the


officer in-charge of the program and
obtaining tour program.
• Listening to the instructions of the
officer in-charge of the program and if
necessary Consulting other views
• Taking note of all issues raised
including legal and liability matters and
safety
• Reviewing the tour program on basis of
all the information provided
“Prince Sultan said the SCT was reclassifying
hotels and furnished apartments, establishing
commercial tourist societies and activating
conference-and exhibition-based tourism.”
Arab News, 20th August 2006.

The operation of a tour should be planned using the


documentation given by the officer in charge of the tour
program. This documentation is usually in the form of a
tour brief. A tour brief contains important information
which you need to conduct a successful tour. The tour
brief will contain information about the area which you
will need to pass on to the tour party.

The information on local areas will be collected from a


number of sources including tourism bulletins and books,
key contacts in the local area about customs and
traditions, internet search. Often this information is
compiled into a summary for tour guides. If this initial
work has not been completed as a part of the tour brief
you should thoroughly read all information sources about
the local area and produce a summary of important
points that you wish to cover during the tour.

Using information contained in tour briefs, you can


organize a tour to suit the customers you will be dealing
with. A tour brief can be written or verbal. A tour brief is
usually given to you by your officer in charge of the
tourism programs.

A tour brief may also be accompanied by other


documentation relating to it, such as itineraries,
passenger lists and details, supplier contact details and
vouchers.

Without this documentation from a tour operator it would


be impossible for a tour to go ahead.

Tour briefs

Tour briefs are generally provided over the phone or in a


written form such as faxes and electronic copies. The

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© Human Resources Development Fund/Supreme Commission for Tourism (2007)
main purpose of a tour brief is to provide you with the
relevant information to plan and deliver your tour. This
information can include:

• The itineraries, procedures and the operational


logistics of your tour, which might include
information on attractions to visit, optional
tours, accommodation, necessary and relevant
documents, and modes of transport

• Photos of items of interest in the visited areas

• Background and characteristics of the tour


group including number of people, origin of
travel, whether they are traveling as part of a
group, their socioeconomic and cultural
background, language and interests, and
whether there are any special needs and
expectations

• Any special requirements for that particular


tour

• Details of other people who might be involved


in the tour

• Legal and liability matters and contact details


for emergencies and procedures for dealing
with health and safety issues

Co-ordinating with the officer in charge of the


program

You should contact and consult with the officer in-charge


of the program and obtain the tour brief which includes
the tour program. You should carefully listen to the
instructions from the officer in-charge. Sometimes the
tour brief can be provided in a face-to-face meeting.
There are advantages in having a face-to-face pre-
briefing session as this will able you to ask questions and
to get all the information that you think is necessary for
your planning. However, if you need other information
consult with other sources including other tour guides.

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© Human Resources Development Fund/Supreme Commission for Tourism (2007)
If you attend a pre-tour briefing, the procedures of the
tour operator will also be outlined including:

• How bills are to be paid enroute – this includes


establishing whether or not everything has
been prepaid and whether or not you have
been given enough money or vouchers to meet
the tour needs

• How you are to handle emergencies, the death


or severe illness or injury of a customer

• A contingency plan outlining the logistics of


handling emergencies and other unforeseen
circumstances

• The extent to which you are able to make


changes to the published itinerary as the tour
goes along

• How you should deal with the problem of lost or


damaged luggage

• Whether or not you are authorized to pay


additional air fares and ground expenses in the
case of an emergency that causes the group to
be re-routed.

You will also be able to review the itinerary for the tour
and find out about the tour group members. During the
session you will be told when to report to the airport, bus
or train terminal or to the cruise ship to meet the tour
group. You are also given all the materials and
documentation you need to conduct the tour.

However, some tour operators will provide you with tour


briefs that are very brief and only give you the basic
facts such as arrival details and the numbers in the tour
group. However if the tour brief you are presented with
is limited in its content it is the responsibility of the guide
to ensure they have further developed the brief so that it

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© Human Resources Development Fund/Supreme Commission for Tourism (2007)
will contain all the information they may require during
the period of tour. It should contain:

ƒ Itinerary details including times and locations of


sites

ƒ Details and contacts of transport operators


being used on tour, airlines, coach companies,
transfer operators

ƒ Names and contact details of attractions and


sites

ƒ Name and contact details and addresses of


accommodation venues and number and type
of rooms booked.

ƒ Additional charges required where entries are


not prepaid

ƒ List and record of vouchers to be used

ƒ Emergency contacts for the areas being visited

ƒ Lists and contacts of suppliers and service


providers

ƒ Tour Operators contacts and contact person


and details relating to reporting procedures
during tour

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© Human Resources Development Fund/Supreme Commission for Tourism (2007)
As the tour guide, you must always take a tour brief with
you on your tour. Place it in your tour folder. Don’t lose
it and always have it somewhere which is easy to find
and refer to. During the tour there may be problems and
you can produce the tour brief as proof to show what
services you are owed and who confirmed the details.

The purpose of a tour brief

The purpose of a tour brief is to provide you with the


necessary details of a tour prior to seeing your
customers, so that you can familiarise yourself with this
information and be totally prepared and organized when
your customers arrive.

The tour brief should provide you with vital information


to assist you in planning the tour.

This includes:

• Background of the tour group: age, age range,


culture and special interests

• Type of Tour

• Special interest groups

• Educational background

• Cultural background

• Size and structure of tour group

• Special needs/requirements of customers

• Location and duration of tour

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© Human Resources Development Fund/Supreme Commission for Tourism (2007)
• Tour inclusions and specific itinerary
requirements

• Style of commentary required

• Equipment and resources required

Background of the tour group

The tour brief should contain information on the


background of the customers going on the tour.

The tour brief may indicate that all customers are over
the age of 50. It may indicate that the tour group is
made up of six families with ten children under eight.

This type of information helps you to coordinate your


itinerary. This information is important in terms of
identifying the most relevant points of interest that need
to be stressed to the group. You should use this
information to review the tour program on the basis of
the information provided.

If you have young children on a tour you will need to


change your itinerary, because children have a shorter
concentration span than adults. It is important to
provide a lot of activity sheets to keep the children
interested. If you have young children in your tour group,
it would also mean that you may need to keep them
amused by playing games, telling stories, singing songs
and so on.

If the group is over 50 is mainly elderly you will need to


change your itinerary as older people usually take more
time to do things. Comfort stops (toilet) are usually more
frequent and embarking and disembarking for these
stops and at attractions tends to take longer. You may
need to assist them with moving around and getting on
and off the bus. Therefore, you need to allow more time
at sites for older customers. If you have an older group,
you will need to include more toilet stops, more rest
stops and so on.

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© Human Resources Development Fund/Supreme Commission for Tourism (2007)
Type of tour

The tour brief will tell you the type of tour you will be
conducting. It may be a one and a half hour walking tour
around the main streets of a town or a special interest
tour on the local flora and fauna.

Tour itineraries are usually planned by the tour operator


and as such have been pre-purchased by the customers.
The tour brief explains the logistics of the tour and how
to lead and manage the tour. Using the information
contained in the tour brief it is up to you to ensure you
deliver what the customers are expecting.

If necessary you may decide to visit tourist locations


where you are unfamiliar with certain aspects of the tour.
Consult with the officer in charge of the program to
enable a visit to the location and plan your tour by
visiting sites especially antiquarian, historical and tour
places where there is likely to be considerable interest in
an area. If you are visiting remote locations use your
GPS to determine the area's remote places intended for a
visit especially where you are unfamiliar with an area.
Use your visit to the area to take photos and to gather
brochure material to assist you with your preparation for
the tour.

Remember there will be occasions where as a guide you


may be given a brief that asks you to work out a tour
itinerary which suits your customers’ needs. These needs
will be provided for you by the operator engaging you
and usually relate to special interest tours or independent
travellers and family groups. In developing a brief which
is aimed as suiting customer needs a visit to tourist
locations as a part of your planning will be invaluable.

Special interest groups

Your tour brief may indicate that your tour group is a


special interest group. Special interests can relate to just
about anything. The important thing is that you do your
homework or research involving collecting information
about the local area and visits to tourist locations in
order to adapt your itinerary to meet their special
interest.

Special Interest Groups may include:

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© Human Resources Development Fund/Supreme Commission for Tourism (2007)
ƒ School Groups

ƒ Cultural Groups

ƒ Common Interest Groups such as those


interested in the arts

ƒ Historical and anthropological Groups

ƒ Professional Groups such as Doctors,


Educators, Florists, Farmers or similar visiting
as part of a study tour

ƒ Sporting Groups

Educational background

You are not always supplied with information about the


educational level of your customers in your tour brief.
Tour briefs may mention that you have a group of
professors. Therefore, you know that they are from a
higher education background and you can adapt your
tour and your commentary to suit their interests and
their level of knowledge. However, for groups that are
not defined as professional groups, or schools is not
always possible to pre determine the educational level,
and therefore you must be well prepared in your
commentary to enable you to be flexible and adjust your
commentary to suit all the participants in the group.

Cultural Background

You will usually be supplied with information relating to


the cultural background of your customers. This
information is very important because people from
different nationalities and different cultures quite often
have special needs relating to diet, prayers, animals and
so on. You must adapt your tour to meet these special
needs.

They may also require the services of an interpreter if


they don’t speak English.

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© Human Resources Development Fund/Supreme Commission for Tourism (2007)
Size and structure of the customer group

If you have a small tour group, you will be able to include


more activities and sites in your tour itinerary. It takes
longer for a large group of people to do things than a
smaller group.

Special needs/ requirements of customers

A tour brief will also give you information about the


special needs or requirements of your tour group. If you
have a customer in a wheelchair you may need to change
your itinerary to make sure the attractions have
wheelchair access.

If your customer is a vegetarian you will need to pre-


arrange with the restaurant that they serve a vegetarian
meal.

The tour brief may also tell you that you have customers
who need to be picked up on the way. The tour brief will
detail any necessary information.

It is important that you take note of the special


requirements listed in your tour brief because you are
responsible for meeting the needs of your customers. If
you have this information you can adapt any tour to
ensure that you are meeting the special needs of
customers, and that everything is arranged before your
customers arrive.

Location and Duration of tour

From where does the tour commence and end. Details


such as these will be included in the tour brief.

How long is the tour?

A tour brief will tell you that it leaves the hotel at 9:00
am and arrives back at the hotel at 4:30 pm. The
duration of this tour is seven and a half hours. The tour
guide should present themselves at the departure point
15-30 minutes prior to check details and requirements

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© Human Resources Development Fund/Supreme Commission for Tourism (2007)
with tour leader and coach captains and if appropriate
with service providers.

Tour inclusions and specific itinerary


requirements

Do the customers wish to see a certain place? This


information is usually included in the tour brief if there is
a group interest. You may be able to arrange this if you
have enough notice and the tour operator permits.
Alterations are not generally encouraged unless prior
arrangements have been made or special circumstances
permit.

Style of commentary required

The style of commentary would not usually be included in


a tour brief, but a description of the type of customers on
the tour should give you an idea of the type of
commentary that is most appropriate.

You cannot give the same sort of information to every


type of customer. Therefore, you need to be flexible
when choosing information to suit different customer
groups. You need to arrange your tour commentary in a
way that meets different customers’ needs. It would be
unrealistic to expect one tour commentary to suit all
customers.

The information you present in your tour commentary


needs to meet the needs of specific customer groups
taking into account their:

• Age

• Cultural and geographic background

• Level of education

• Special interests

• Requested coverage.

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© Human Resources Development Fund/Supreme Commission for Tourism (2007)
Equipment and resources required

Your tour brief may include equipment or resources you


will need to carry on the tour such as:

• microphones
• overhead projectors
• audio visual equipment
• CD
• Ipod or similar
• props
• videos.

You may also decide from the information in the tour brief
that certain resources will be required, such as a
microphone.

If you decide that you will require any of the above


resources you should check in advance to check if they
are available or order them from the appropriate source.
You should also check what type of microphone and other
types of equipment are available on the coach or other
forms of transport.

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© Human Resources Development Fund/Supreme Commission for Tourism (2007)
Collecting information about the area,
visiting tourist locations and coordinating
with the officer in charge of the programs

Summary

As a tour guide it is important that you


are familiar with all aspects of the tour
brief in order to meet the needs of your
tour party.

The tour brief should include information


about the tour itself as well as
background information on your
customers in the tour party.

It is important as a part of your planning


that you examine the tour brief in some
detail to gain a good insight into the local
area to be visited. If necessary you
should consult all available sources for
information including bulletins, books and
the internet. You may also be required to
visit the visit tourist locations to refine
your planning.

The tour brief also requires that you


should coordinate with the officer in
charge of the tourism in order to receive
all instructions, to take note of all issues
raised and to review the tour program on
the basis of the information provided.

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© Human Resources Development Fund/Supreme Commission for Tourism (2007)
Assessment Activity – 1 Day tour in
Jeddah

Jeddah

Hyperbolically known as the Paris of Arabia, Jeddah is one of the few


cities in the region to have built around, rather than over, its history.
Although Jeddah is definitely a modern metropolis,

Jeddah has some great museums, including the Municipality Museum.


Located in a 200-year-old restored traditional house built from Red Sea
coral, the museum has interesting photos of the development of Jeddah,
along with rooms done up in traditional style.

Jeddah has one of the best souks (markets) in the kingdom, the
spectacular Souk Al-Alawi, which winds its way through the old city. 2

Jeddah Centre

2
www.faltravel.com.sa/jeddah.htm cited 10.9.07

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© Human Resources Development Fund/Supreme Commission for Tourism (2007)
Bin Zaid travel was established in 1980 as a major travel Agency in Saudi
Arabia. It has a Head office in Riyadh and branches in the main cities in
the kingdom. It has now become the General Sales Agent of Saudia
Airlines (SV)

The following is a part of a seven day tour to be organized by a tour


guide for one of their seven day tours:-

"The Best of Saudi Arabia"


(7days/6 Nights)

Day 2

‘After breakfast at the hotel, start your morning sight seeing by driving
through the city of Jeddah also known as the Bride of the Red sea: Your
first stop will be at the Fish Market the biggest in the kingdom. From
there proceed to the Old City for a walk between its narrow streets and
observe its ancient mosques and Hijazi architecture as seen in many of
the houses. In the Nasif House learn about the history of this very old
city and one backwalking in the old market don’t miss the chance to
bargain with the sellers of the frankincense and the Arabian jewelry. After
that, come back to the hotel restaurant. After lunch, have a rest then
start your afternoon sight seeing with: a visit to Abdraouf Khalil Museum
where thousands of artifacts of the area displayed. We will drive from
there along the Cornish to see the Open Museum and to catch the sun
set. Back to the hotel, Dinner and overnight. 3

The tour brief includes the following details:

• 40 seniors
• One day tour of the sites as listed – 9.00am to 4.30pm
• Pick up – Holiday Inn Hotel
• Want to experience local culture
• Morning tea/ lunch to be included

3
www.binzaidtravel.com.sa cited 10.9.07

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© Human Resources Development Fund/Supreme Commission for Tourism (2007)
1. Explain how you will go about obtaining information on the sites as
listed

2. Outline how you would go about a visit to the area to obtain relevant
information on the day tour

3. Discuss the information you would seek from the office in charge of
the program in order to conduct this tour

4. What information does this brief provide you in relation to the


following?

• Type of customers

• Size and structure of tour

• Location of the tour

• Duration of the tour

• Special needs/ requirements

• Tour inclusions/ specific itinerary requirements

• Style of commentary required and

• Equipment and resources required

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© Human Resources Development Fund/Supreme Commission for Tourism (2007)
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© Human Resources Development Fund/Supreme Commission for Tourism (2007)
Assessment: Plan a tour in Jeddah

Competency Unit T-TT-TG-01 Plan for the Tour

Competency Task Plan a tour in Jeddah

Occupation Tour guide Occupation No

Duty Plan for the tour Duty No


Task Plan a tour in Jeddah Task No
Performance
To take action in relation to a tour brief
Objective
Performance
All information has been collected on the tour in order to meet customer requirements
Standard
Steps Competent/ Criteria for Judging Performance
Not Competent Performance Criteria Comments
1 Explain how you will go about 1.1 Identify and obtain knowledge about the
local area from bulletins and books
obtaining information on the sites as
listed Thoroughly read and review books and
1.2
bulletins

Identify and consult with key contacts in


1.3 the local area about customs and
traditions

1.4 Conduct an internet search about tourism


locations in the local area

1.5 Produce a summary from all information


sources

2 Outline how you would go about a 2.1 Consult with the officer in charge of the
program to enable a visit to the location
visit to the area to obtain relevant
information on the day tour

2.2 Plan tour by visiting antiquarian,


historical & Tour places in the area

2.4 Plan tours by taking photos of items of


interest in visited area

3 Discuss the information you would 3.1 Contact and consult with the officer in-
charge of the program and obtain tour
seek from the office in charge of the
program.
program in order to conduct this tour

Listen to the instructions of the officer in-


3.2 charge of the program and if necessary
consult other views

Take note of all issues raised including


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© Human Resources Development Fund/Supreme Commission for Tourism (2007)
3.3 legal and liability matters and safety

Review the tour program on basis of all


the information provided
3.4

4 What information does this brief Relates to competency tasks (and steps
provide you in relation to the as outlined above)
following?

Collect information about the area

• Type of customers
Visit tourist locations of the area
• Size and structure of tour

• Location of the tour Coordinate with the officer in-charge


of the programs
• Duration of the tour

• Special needs/ requirements

• Tour inclusions/ specific


itinerary requirements

• Equipment and resources


required

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© Human Resources Development Fund/Supreme Commission for Tourism (2007)
Knowledge Comments
General knowledge of the country/region/city/tourist attractions

Knowledge and application of a range of tour briefs

Planning for tours as it relates to roles and responsibilities for a


diverse range of tour guiding in
Saudi Arabia

Equipment and Tools Comments


Photos of locations and places

Entertainment and introductory Bulletins

Stationery

Tour name list

Safety Comments

Adhere to all safety features as outlined in tour brief

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© Human Resources Development Fund/Supreme Commission for Tourism (2007)
Applying all documentation requirements

In this section of the training program you will


learn how to apply all documentation which
involves:

Cooperating with security authorities

• Liaise with the officer in charge of the


tourist program to obtain the names of
all tourists and their passport numbers
• Check all documentation for accuracy
including the identification of the
officer in charge of the program
• Maintain all relevant records of tour
party and ensure ease of access for
security authorities
• Provide security authorities with
information required on tour party in
order to ensure their safety
“Quad bikes and dune buggies are available to hire
Cooperating with management of across Saudi Arabia. For the most challenging displays
museums and antiquities of mechanical ability, it's necessary to go to the desert
or beach for Tat'aees”
• Arrange to receive all required permits
from the officer in-charge of the http://www.sauditourism.co
programs and antiquities in order to m.sa
facilitate entry to museums and
antiquities
• Ensure that the required permits are
accurate including name of the officer
in-charge of program being present in
the received copy
• Provide department of museums &
antiquities with copy of the permits

Confirming availability of introductory


and entertainment bulletins

• Liaise with the officer in-charge of the


program in order to provide the
appropriate
• quantity of introductory and
entertainment bulletins and their
availability
• Maintain bulletins until time of touring
• Establish distribution arrangements of
bulletins to tourists during tour
“Tourism can be fun, energetic and adventurous,”
HRH Prince Sultan bin Salman Al Saud

You should receive considerable documentation as a part


of a tour brief. The documentation needs to be accurate
particularly for all security authorities which will check
documentation on several occasions on the tour as well
as the managers of museums and antiquities who will
issue all permits to visit tourism sites.

Cooperating with security authorities

All tourism sites, including major hotels, museums and


antiquities are subject to heavy security in order to
ensure the safety of all tourists. Security authorities
need to be supplied with the names of all tourists and
their passport numbers as required at various stages of
the tour

As a tour guide you should check all documentation for


accuracy before the tour gets underway. Accurate
records of the tour party should be maintained to enable
ease of access for security authorities including your
own identification as the officer in charge of the tour
party. As tour leader you should readily provide security
authorities with information required on the tour party.
Particular requirements for security based
documentation should be included in your tour brief. If
necessary contact the officer in charge of the programs
if extra information is required.

Different tour operators have different procedures and


so the documentation that they will provide will vary.
The following documents should be included with tour
briefs:

• A detailed itinerary including introductory and


entertainment bulletins

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• Passenger lists and rooming lists

• Supplier contact details

• Tour operator contact details

• Optional tour information

• Vouchers/cheques

• Required permits to enter museums and


antiquities

• First aid equipment documentation

• Report and evaluation forms

A detailed itinerary (Including introductory and


entertainment bulletins

A detailed itinerary is a detailed plan of what customers


will see during the tour. The tour itinerary is well
planned prior to the tour and lists each of the day’s
activities in detail.

The detailed itinerary clearly indicates the times you are


to follow, when you are to arrive and depart, what
attractions the customers will be visiting, hotel dates
and addresses and so on. The tour itinerary outlines
what the customers expect to see and do.

The itinerary should be complemented by entertainment


bulletins which should be handed out to the tour party
at the outset and during various stages of the tour. You
should liaise with the officer in-charge of the program in
order to provide the appropriate quantity of bulletins for
the tour. Make sure that they are distributed during
various stages of the tour.

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Passenger lists and rooming lists

A passenger list clearly identifies the names of


passengers joining the tour. It may also list important
information about each customer such as any disabilities
or any special needs. The passenger list is very useful
for you in leading the tour. You simply have to look at
the list to know who is present and who is not.

The rooming list is a list of your customers’ room


numbers for each of the accommodation venues. A
rooming list shows you which customers are in which
rooms.

Supplier contact details

You are nearly always given supplier contact details. The


most common suppliers include:

• Hotels

• Airlines

• Coach companies

• Restaurants

• Attractions.

You will be provided with the telephone number, a


contact name and a contact address of each supplier.
Having these details will allow you to telephone the
supplier should anything change while enroute.

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Tour operator contact details

If you have a name and telephone number for the tour


operator you can contact them should there be any
problems. However, you are not always supplied with
this information.

Optional tour information

You are sometimes supplied with optional tour


information which is information about other tours which
are available to your customers. Many tour operators
offer extra tours to customers at an additional cost. At
the beginning of each tour you must announce the
details of the optional tours to give your customers time
to consider joining the additional tour. You must explain
the optional tour, and then if people are interested they
can ask you questions. You may also like to hand out a
sheet listing the details so that your customers have
time to look at each tour carefully. You may also be
required to make the bookings on behalf of the clients.

The information about optional tours would include:

• The time of departure

• Where the tour departs from

• The cost of the tour

• The duration of the tour its content and any


inclusions such as meals or similar

• Any specific requirements, such as suitable


footwear clothing, equipment etc

• The name and telephone number contact


details of the person or organisation who is
conducting the tour.

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Optional tours always carry an additional charge.
However, they are optional. This means that your
customers are not obligated to go on them. By
announcing the optional tour and explaining the
information you can promote the optional tour and
hopefully increase your customers overall satisfaction.

Vouchers/ cheques

Vouchers are commonly used for:

• Arrival and departure

• transfers

• Tours

• Accommodation

• City tours

• Meals

• Admissions.

Often tour operators will include these services as part


of the package and give the customers a voucher for
each service to prove that they have paid. They pass
their vouchers onto you so that you can deal with the
hotel or the restaurant. If you have the vouchers from
all of your customers it helps you in your tasks when
leading the tour. For example, it means you can do a
bulk registration into the hotel and similarly entry to
attractions is much quicker than if each customer
handles the entry on their own.

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As a tour guide you must be able to interpret many
different types of vouchers and this means every time
you receive a voucher you must check it very carefully.

If lost, vouchers can always be replaced.

Required permits to enter museums and


antiquities

To ensure control over the number of visitors to


museums and antiquities a permit system often applies
to all tourists. This requirement also relates to security
requirements. As the tour guide you should cooperate
with the management of these tourism places by liaising
with the officer in-charge in order to enable ease of
entry for all members of the tour party. Correct
documentation requires accuracy including the name of
the officer in-charge of the tour program being correctly
listed on the received copy. The department of
museums and antiquities should be supplied with a copy
of the permits

First aid equipment documentation

First Aid documentation includes:

• Emergency phone numbers such as the Red


Crescent and Security

• First Aid Procedures in case of an emergency and

• A listing of First aid equipment carried on tour.

Report and evaluation forms

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At the end of the tour you are required to prepare a
report for the tour operator. The number and types of
reports will depend on the procedures of the operator.

All tour operators will require you to complete a General


Tour Report. It will ask you to report on:

• Restaurants and accommodation used

• The professionalism of other staff involved in the


tour

• The cleanliness of facilities

• Punctuality of suppliers

• Any delays

• Problems incurred and incidents experienced

• Unusual events

• Any other comments including general operational


aspects of the tour including timings, routes and
times allocated to sites and exhibits.

Reporting and the type of report will be determined by


the requirements of the company and maybe required
daily, weekly or at the end of a tour.

The form is provided to you at the commencement of


the tour so that you are aware of what to look for during
the tour particularly in providing an evaluation of the
hotels, restaurants and attractions. It is important to fill
in this report once the tour is over. It assists the tour
operator in their future planning.

If there are any illness, breakdowns, delays, itinerary


changes etc, on the tour the details of these incidents
must be recorded in an Accident Report or Incident

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Report. These forms are also provided to you at the
commencement of the tour.

Evaluation forms are often used by tour companies. If


they are supplied make sure they are handed out and
correctly administered at the end of the tour.

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Applying all documentation requirements

Summary

Make sure that you are aware of the


purpose of all documentation when
planning your tour.

Correct documentation is required by your


company in order to ensure that the tour
runs efficiently and provides for the safety
of all members of the tour party.

Particular requirements in terms of the


documentation range from the need to
cooperate with security authorities
throughout the tour, cooperating with the
management of museums and antiquities
on the required number of permits to gain
entry and to provide the required number
of introductory and entertainment
bulletins for the tour party.

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Assessment Activity – 2

Documentation requirements

Bin Zaid travel was established in 1980 as a major travel Agency in Saudi
Arabia: Head office in Riyadh and branches in the main cities in the
kingdom. Bin Zaid travel has become the General Sales Agent of Saudia
Airlines (SV)

The following is a part of a seven day tour to be organized by a tour


guide for one of their seven day tours:-

"The Best of Saudi Arabia"


(7days/6 Nights)

Day (3): JEDDAH- ALULA via MADINAH.

We start our day with an early breakfast, check out and transfer to the
airport to fly to Al-Madinah. Our journey from Al-Madinah to
AlUla(320km) will be full with sight seeing along the historical Hijaz
Railway: the first stop will be Hafira Railway fort, then Bowair Railway
Fort with its old locomotive. We will visit also the pilgrims Fort dating
back the early Islamic period. On arrival to AlUla, the Capital of History
and Antiquities we will check in Madain Saleh Hotel. After lunch and a
short rest in the hotel, we head out towards the Elephant Rock,
Mushroom Rock and the Bowling Pin for taking wonderful pictures before
sunset. Then we return to the Hotel, dinner and overnight.

Day (4): ALULA

After breakfast start your morning sight seeing with a visit to AlUla
Museum to learn about the different civilizations occupied these
magnificent Oases. Then from there we will drive to Jabal Abu Aud
Canyon where we can walk through the unique sand stone Mountains to
see the 8000 years old Neolithic Rock Carvings. Our morning sight seeing
will end at AlUla Railway station. Then back to the hotel for lunch and a
short rest. In the afternoon tour, we will visit Khuraiba, (from outside)
known as the lions Tombs 900BC, we will see also Umddaraj: Lihyanites
Stairs dated back to 250BC. After Jaba Rzaigaya Rock carving, which is
dated back to 5000BC, and the Old Mud Brick Village 550AD, back to the
hotel, dinner and overnight? 4

Research and prepare an oral report where you outline documentation


requirements for the two days of the tour in relation to:-

1. Cooperating with security authorities

2. Cooperating with management of museums and antiquities

3. Other documentation required by the tour group

4
www.binzaidtravel.com.sa cited 10.9.07
Assessment: Documentation requirements for a tour in Jedah and
Alula
Competency Unit T-TT-TG-01 Plan for the Tour

Competency Task Documentation requirements for a tour in Jedah and Alula

Occupation Tour Guide Occupation No

Duty Plan for the tour Duty No


Task Documentation requirements for a tour in Jedah and Alula Task No
Performance Research to obtain knowledge of all documentation requirements for a two day tour in Jedah and
Objective Alula
Performance
Collected information has been ordered.
Standard
Steps Competent/ Criteria for Judging Performance
Not Competent Performance Criteria Comments
1 Research and prepare an oral report 4.1 Liaise with the officer in charge of the
where you outline documentation tourist program to obtain the names of all
requirements for the two days of the tourists and their passport numbers
tour in relation to:-
4.2
Check all documentation for accuracy
Cooperating with security including the identification of the officer
authorities in charge of the program

4.3 Maintain all relevant records of tour party


and ensure ease of access for security
Authorities
4.4
Provide security authorities with
information required on tour party in
order to ensure
their safety

2 Research and prepare an oral report 5.1 Arrange to receive all required permits
where you outline documentation from the officer in-charge of the
requirements for the two days of the programs and antiquities in order to
tour in relation to:- facilitate entry to museums and
antiquities
Cooperating with management
of museums and antiquities
5.2 Ensure that the required permits are
accurate including name of the officer in-
charge of program being present in the
received copy

5.3 Provide department of museums &


antiquities with copy of the permits

3 Research and prepare an oral report 6.1 Liaise with the officer in-charge of the
where you outline documentation program in order to provide the
requirements for the two days of the appropriate quantity of introductory and
tour in relation to:- entertainment bulletins and their
availability
Other documentation required by
the tour group
6.2 Maintain bulletins until time of touring
6.3 Establish distribution arrangements of
bulletins to tourists during tours

Knowledge Comments
Legal and liability issues that specifically affect guiding
operations

Planning for tours as it relates to roles and responsibilities


for a diverse range of tour guiding in
Saudi Arabia

Equipment and Tools Comments


Museum and Antiquity visit permits

Tour name list

Entertainment and introductory Bulletins

Safety Comments
Safety issues that specifically affect guiding operations in
particular contexts
Design the tour

In this section of the training program you will


learn how to design the tour which includes:

Ensuring availability of required First Aid


equipment

• Arrange that First Aid bag is provided


in the means of transportation
• Check that First Aid Bag is in the
means of transportation
• Inform the officer in-charge of the
program if First Aid Bag is unavailable
or short of requirements
• Follow-up requests until the required
items are provided

Providing introductory signboards

• Request the introductory sign board for


the group from the program
coordinator and ensure that it is
provided
• Ensure that the tourists’ names have
been written in English or Arabic as
required for the first language needs of
the tour group
• Arrange for the board to be kept where
it can be easily accessed until arrival of
the Group
Coordinating with traffic for preparing
means of transportation

• Call officer in-charge of traffic


• Determine the required means of
transportation
• Confirm to the officer in-charge of
traffic departure date and time

Post identification posters on Tour
luggage
• Obtain identification posters from the
authorities
• Write down the visitor’s name on the
identification posters
• Verify the visitor’s name according to
the ID or passport
• Post the identification posters on the
visitor bags
“Saudis are by nature heavy spenders and they
prefer to spend a luxury holiday …..”
Pascal, director of Maison de la France
government-owned French Tourist Office in Dubai

Arab News, Saturday, 14 July, 2007

Prepare the tour itinerary

Now that you have gone over the tour brief and
organised all of the documentation requirements it is
time to review and fine tune the tour itinerary which is
the ‘blueprint’ of the tour. Itineraries provide the
logistical and operational framework for your tour and
include details such as timing, dates, routes, stops and
length of stops, and information on the types of
attractions and accommodation establishments. Ensure
that all these details are correct, practical and relevant
to your tour.

The types of activities which you include in your


itinerary should support your theme and tour objectives,
and work in with your timings.

Ask yourself:

• What activities have you planned? Where will the


stops take place? Can you mix up your transport
options by including public transport with walking, or
arranging for coaches to pick up at different
destinations?

• What are some of the points of interest and highlights


of the tour?

• What resources and/or equipment and/or props


and/or reference material can you bring along on the
tour?

• Are the timings strict or do you have some flexibility


to take advantage of spontaneous moments?

• Do you provide for moments of tension and release?

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• Do you provide active periods as well as passive
periods?

• Do you provide variations in the style of activities?

Preparing and checking logistical elements

If you receive a tour brief then you should check that


you understand all the information provided. You should
also check that the information in the brief corresponds
with that provided in any promotional materials and that
it is accurate and relevant to your tour.

You might also need to do the following:

• Reconfirm details of your tour

• Finalise some aspects of the tour

• Familiarise yourself with any optional tours

• Ensure you have relevant contact details and


sources of assistance in case of emergencies

• Prepare contingency plans for the unexpected


and spontaneous, and allow enough flexibility in
your approach to incorporate such moments

• Check any equipment and props – not just that


they are working but that you know how to use
them. Props can include spotlights for evening
walks, reference books, old/new photos,
anecdotes, poems/stories, magnifying glasses
and artifacts.

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• Check the weather map, or make provision for
checking it before the tour starts.

• Read through your commentary to reassure


yourself and check details that you are not sure
of

Liaise with other industry colleagues

Find out who else will be involved in the tour and


undertake the proper liaison.

You may need to liaise with the following industry


colleagues:

• Officer in charge of the tourism programs

• Security authorities

• Managers of Museums and antiquities

• Coach captains

• Retail store owners

• Tour operators

• Attraction staff

• Accommodation venues

• Tour suppliers and service providers such as


restaurants and

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• Other Tour Guides.

Check equipment including First Aid


equipment

As your tour brief may include equipment or resources


you will need to carry on the tour you should check in
advance to ensure that they are available or order them
from the appropriate source. You should also check what
type of microphone and other types of equipment are
available on the coach or other forms of transport as
well as the required First Aid equipment.

With first Aid equipment you should check the following:

• Arrange that First Aid bag is provided on the


coach or other forms of transport

• Inform the officer in-charge of the program if


First Aid Bag is unavailable or short of
requirements

• Follow-up requests until the required items are


provided

Other equipment which may be needed includes

• Microphones

• Overhead projectors

• Audio visual equipment

• CD

• Ipod or similar

• Props

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• Videos.

Tours are extremely varied in their structure, purpose,


customer group and the locality in which they take
place. The outcome of this diversity is that there is no
standard way for delivering a tour. However, the
following stages are required in preparing your tour:

Stages Requirements

1. Research Information about your customer might arrive through a


your customers briefing sheet or booking sheet, or it might involve quite
extensive research. Whatever the degree of effort, you have
to make sure that you find out as much as possible about the
needs, expectations, motivations and interests of the people
who are your customers.

Your customers will be an extremely varied group of people,


and the more time you spend finding out about them, the
more chance you have of building a tour which will be relevant
and enjoyable to each individual.

2. Develop your Determine why the tour operator is running the tour?
tour objectives
Consult the tour brief to establish tour objectives

Ask what is the purpose of the tour?

3. Conduct Research the needs of the customers who will make up your
research on the tour and liaise with operators and relevant people to gather
places to visit information about the planned tour

4. Build the A commentary works in closely with your tour objectives and
commentary for itinerary, and incorporates the variety of activities which you
your tour plan for your customer. Considerations when developing your
commentary include the following:

• Have you developed a theme for your tour – a single


statement that encapsulates what the tour is about?
Have you prepared a skeleton for your commentary
which builds on this theme and which includes your key
ideas and messages? Key points and messages should

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exceed 5 otherwise the message becomes confused and
unclear. Have you fleshed out these main points? Have
you broken the information into digestible chunks?
• Why are you saying what you are saying? Is it to make a
point? Is it just to fill in time? Is it connected to the
other parts of your commentary and tour? Will it be of
benefit to your customer and to the environment?
• Do you need to conduct further research in any of the
particular areas to improve your knowledge? Even if you
answer ‘no’ to this question, always seek to improve
your knowledge. Spend time researching and learning
new facts and figures. Search out relevant journals,
organizations, councils and other government
organizations, the Internet and libraries. Develop a
database of fascinating trivia, points and anecdotes
• Will you be interspersing facts and statistics with stories,
anecdotes and activities?

• What resources and/or equipment and/or props and/or


reference material can you bring along on the tour?

• What sites will you be visiting?

• What guiding techniques will you employ?

• How will you be involving the group and encouraging


interaction and participation?

5. Recheck the Research and check the route and activity-sequence options
itinerary
Develop and assess your tour itinerary.

Decide on relevant activities for the tour.

What resources might you require?

(see previous section on checking equipment including First


Aid Equipment)

6. Prepare Coordinate with traffic for preparing means of


logistical transportation

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elements Call officer in-charge of traffic
Determine the required means of transportation
Confirm to the officer in-charge of traffic departure date and
time

Provide introductory signboards

Request the introductory sign board for the group from the
program coordinator and
ensure that it is provided
Ensure that the tourists’ names have been written in English
or Arabic as required
for the first language needs of the tour group
Arrange for the board to be kept where it can be easily
accessed until arrival of the Group

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It is the time that you spend finding out about the area you
7. Research and will be touring in, and exploring it from a variety of
check the perspectives and aspects. This might involve liaising with
activity route relevant organizations responsible for managing the area(s)
relevant to your tour route.

Some of the questions you can ask include:

• What is the route for this tour?

• What sites, attractions or features of interest will be


passed enroute to the site?

• What are some of the significant features and


characteristics of the site?

• Is there anything of interest? What are some of the


other highlights of the route?

• What sites will you be visiting and are they


interesting, adequate and relevant?

• Is it suitable for the characteristics of your customer


- their needs, expectations, interests, and for the
number of people?

• What is the accessibility like How accessible is the


site?

• Is there provision for people with special needs?

• What comforts are there – plenty of shade if a


summer activity, and plenty of rest stops if leading a
group of seniors or people with physical disabilities?

• What services are there? Especially if the tour will


go for quite a while it may be best to meet where
there are services. A longer tour segment requires

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identification of the rest spots, food and beverage
facilities and toilet facilities

• What safety concerns are there? Have you


conducted a risk audit weather conditions, physical
features such as narrow paths, step and numerous
steps, busy roads and crowded walkways and areas
of interest such as markets? For example, if you are
conducting a desert walk and there have recently
been extremely strong winds, there might be
potential for sand storms. What arrangements have
you made in case of emergencies?

• Can you use any special features and characteristics


of the site to captivate your customer?

Includes check with security and managers of museums and


8. Consult with antiquities as previously discussed
industry
colleagues as
required

9. Post Obtain identification posters from the authorities


identification
posters on Tour Write down the visitor’s name on the identification posters
luggage
Verify the visitor’s name according to the ID or passport

Post the identification posters on the visitor bags

10. Now greet your tour group

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Design the tour

Summary

The design of the tour itinerary involves a


staged process which commences from
receipt of the tour brief until the initial
meeting of the tour group.

While section 4 considered logistical


requirements including:

• Ensuring the availability of the


required First aid equipment

• Providing introductory sign boards

• Coordinating with traffic and the


posting of the identification posters
on tour luggage

These logistical requirements were


considered in the context of an orderly
staged process in terms of designing a
tour which aims to meet the aims of the
customers from the tour group
Assessment Activity – 3

Tour objectives and Design

Read the following article on tour objectives and answer the questions which follow:

Tours are conducted for a variety of reasons, and knowing what these reasons are provides
essential information when designing the tour. To focus your design efforts answer the
following questions:

• Why are you running this tour?


• Who are your customers?
• What are their expectations?
• What is the aim of this tour?
• What do you want to achieve?
• How would you like your customers to be thinking, feeling and behaving?
• What would you like your customers to take away from the tour?

The responses to these questions help establish your objectives. The benefits of working
with objectives are:

• Objectives provide a focus and direction for your tour design and delivery efforts, on
what it is you want to say, and on what you expect your customers to gain from the
tour
• They provide a benchmark for evaluating the tour
• They ensure you are developing the most effective theme and tour activities for the
needs of your tour
• They help you establish what level and depth of detail is required
• They provide a focus for the practical, logistical and operational perspectives of your
tour.

Objectives can be broken down into the following categories:

• Knowledge objectives
These objectives relate to what knowledge you would like your customer to learn from
your tour. In thinking about knowledge objectives you could ask yourself:

− What knowledge do you want to share with your customer?


− What anecdotal information can you provide for your customer?
− What would be important orientation information to assist their visit?
− What ideas do you want your customer to consider about the event and/or place
you are visiting?

• Behavioural objectives
These objectives relate to how you want your customer to behave, both during your
tour and after your tour, and what skills you want your customer to gain. In thinking
about behavioural objectives you could ask yourself:

− How are you going to get your customer involved?


− How will you facilitate their learning of skills; for example, how will they be able to
recognize architectural styles or appreciate a particular work of art?
− What respectful behaviour will you expect from your customer?
− What behavioural ground rules will you put in place?

Design a tour of the Riyadh museum for a group of professionals with an interest in art.

As outlined in the introduction to this trainee manual the Riyadh Museum, to the west of Al-
Bathaa, has all the usual exhibits covering the history and archaeology of the Kingdom
from the Stone Age to early Islam. There's an interesting display on Islamic architecture
and a separate Ethnographic Hall, with clothes, musical instruments, weapons and jewellry.
Signs are in English and Arabic.

Prepare a summary of your tour design in accord with the following format:

1. Tour objectives
2. The main parts of your commentary

3. liaison required with industry colleagues

4. Logistical elements to be considered


Assessment: Design a tour to the Riyadh museum for a group of
professionals with an interest in art.

Competency Unit T-TT-TG-01 Plan for the Tour

Competency Task Design a tour to the Riyadh museum for a group of professional with an interest in art

Occupation Tour Guide Occupation No

Duty Plan for a tour Duty No


Design a tour to the Riyadh museum for a group of
Task Task No
professional with an interest in art
Performance
Satisfactorily design a specialist tour involving four important stages involved in tour design
Objective
Performance
Satisfactorily designed specialist tour involving four important stages involved in tour design
Standard
Steps Competent/ Criteria for Judging Performance
Not Competent Performance Criteria Comments
1 Tour objectives Relates to overall tasks and steps
involving Duty: Plan for the tour

2 The main parts of your commentary Relates to overall tasks and steps
involving Duty: Plan for the tour

3 liaison required with industry Relates to following tasks:


colleagues

Coordinate with the officer in-charge of


the programs

Cooperate with security authorities

Cooperate with management of museums


and antiquities

4 Logistical elements to be considered 7.1 Arrange that First Aid bag is provided in
the means of transportation

Check that First Aid Bag is in the means


7.2
of transportation

Inform the officer in-charge of the


7.3 program if First Aid Bag is unavailable or
short of requirements

7.4 Follow-up requests until the required


items are provided

Request the introductory sign board for


8.1 the group from the program coordinator
and ensure that it is provided

Ensure that the tourists’ names have


been written in English or Arabic as
8.2 required for the first language needs of
the tour group

Arrange for the board to be kept where it


8.3
can be easily accessed until arrival of the
Group

9.1 Call officer in-charge of traffic

Determine the required means of


9.2 transportation

Confirm to the officer in-charge of traffic


departure date and time
9.3

5.

Knowledge Comments
Knowledge and application of a range of tour briefs

Planning for tours as it relates to roles and responsibilities for a


diverse range of tour guiding in Saudi Arabia

Knowledge of the structure for tours

Equipment and Tools Comments


First Aid Bag

Means of transportation

Museum and Antiquity visit permits

Safety Comments

Knowledge of requirements involving a First Ad Kit

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