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HTM1-1
MACRO PERSPECTIVE OF TOURISM
AND HOSPITALITY
Compiled by:
WEEK 1
MEANING OF TOURIST
In 1963, a United Nations Conference on International Travel and Tourism
recommended a definition of a “visitor” as “any person visiting a country other than that of
earning money.”
2 Classifications of visitors
1. Tourists: Temporary visitors staying at least 24 hours, whose purpose could be
classified as:
a. Leisure such as recreation, holiday, health, study, religion or sport or
b. Business
c. Family
d. Mission
e. Meeting
2. Excursionists: Temporary visitors staying less than 24 hours in the destination
visited and not making an overnight stay, including cruise travelers in transit.
Reference:
Zenaida L. Cruz, Ph.D., (2013)Principles of Tourism (Rex Book Store, Inc., C.M. Recto Avenue,
Manila, Philippines.
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WEEK 2
ELEMENTS OF TRAVEL
1. Distance
It is the difference between local travel or traveling within a person’s home
community and non-local or traveling away from home.
2. Length of stay at destination
Tourists are temporary visitors staying at least one overnight. Excursionists are
temporary visitors who do not stay at least overnight in the country that they visit.
3. Residence of the traveler
For business and research purposes, it is important to know where people live.
4. Purpose of travel –
a. Visiting friends and relatives
b. Conventions, seminars, and meetings
c. Business
d. Outdoor recreation – hunting, fishing, boating and camping.
e. Entertainment – sightseeing, theater, sports
f. Personal – family, medicinal, funeral, wedding
International tourism
It involves the movement of people across international boundaries. It is more
difficult to travel outside one’s own country because of the language barriers, and
the currency and documentation requirements such as passports and visas.
Package tour
A package tour (also called as inclusive tour) is an arrangement in which transport
and accommodation is bought by the tourist at an all-inclusive price and the price
of the individual elements cannot be determined by the purchaser himself.
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Independent tour
An independent tour is one in which the tourist buys these facilities separately,
either making reservations in advance through a travel agent or en route during his
tour.
2. Amenities or Facilities
Includes accommodation, food, local transport and communications and entertainment
at the site
3. Accessibility
It means having regular and convenience of transport in terms of time/distance to the
destination from the originating country at a reasonable price.
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TOURIST SERVICES
1. Passenger Passport
Supplies principal tourist services. This provides the means to reach the destination
as well as the movement at the destination. Distinctions in transport are between public
and private, domestic and international and among the various modes – land, sea, and
air.
2. Accommodation, food and beverage and entertainment
Hotels are vital concern to a large proportion of tourists. However, many stay with
friends and relatives while others provide their own caravans and tents.
3. Travel Agent and Tour operator
The travel agent is the distributor of the product while the tour operator is the
manufacturer of the product.
4. Others- currency, documentation information, sightseeing, and shopping.
CHARACTERISTICS OF TOURISM
Tourism has special characteristics which make it different from other industries.
1. In tourism the product is not brought to the consumer.
2. The products of tourism are not used up; thus, they do not exhaust the country’s
natural resources.
3. Tourism is a labor-intensive industry.
4. Tourism is people-oriented.
5. The tourist industry is seasonal.
6. The industry is dynamic.
IMPORTANCE OF TOURISM
1. Contribution to the balance of payments
2. Dispersion of development
3. Effect on general economic development
4. Employment opportunities
5. Social benefits
6. Cultural enrichment
7. Educational significance
8. A vital force for peace
Zenaida L. Cruz, Ph.D. (2013). Principles of Tourism. Rex Book Store, Inc., C.M. Recto
Avenue, Manila, Philippines
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WEEK 3
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- Attractions
- Gaming
- Parks
- Clubs
CORPORATE PHILOSOPHY
Corporate Philosophy embraces the values of the organization, including ethics, morals,
fairness, and equality. Successful organizations are those that are able to impart corporate
philosophies to employees and guests alike.
Corporate Culture is the overall style or feel of a company. A company’s culture governs how
people relate to one another and their jobs.
A Mission Statement is a short statement of the central purposes, strategies, and values of a
company.
A Goal is a broad statement of what a company or department wishes to accomplish.
An Objective is a qualification of the goals in measurable terms.
Strategy/Tactics are the actions that are needed to accomplish the goal.
Once the corporate philosophy, culture, mission, goals, objectives and strategies are
finalized, the management functions will have guidance and direction to
help steer the organization to success.
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WEEK 4
Travel Components
Travel Industry is a tourism network which includes the organizations, both public
and private sectors, that are involved in the development, production and marketing of
products and services to serve the needs of the travelers.
2. Support Services
lends support to direct providers. It includes specialized services such as tour
organizers, travel and trade publications, hotel management firms, basic supplies and services
such as laundry and contract food services.
3. Developmental organization
these organizations deal with tourism development which tends to be more complex
and broader in scope than the production of daily travel services. It includes government
agencies, financial institutions, real estate developers and educational and vocational training
institutions.
2. Infrastructure
Consists of all underground and surface developmental construction of a region such
as water supply system, power supply, gas lines, electrical and communication systems,
sewage/drainage, areas, streets/highways, and transportation terminals.
3. Superstructure
Facilities and services that are above the ground such as hotels, motels, resorts,
restaurants, shopping centers, airport buildings, and museums.
A. Accommodation
Types of Accommodations:
1. Hotels
Provide accommodation, meals and refreshments for those who may reserve their
accommodations. They provide facilities that meet the needs of modern traveler.
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2. Condominium
An apartment or individual dwelling unit owned by an individual but the
management and services such as maintenance and security are handled by an
independent company.
4. Inns
Lodging establishments catering to transients which do not meet the minimum
requirements of an economy hotel.
5. Apartment
Apartels, buildings containing several independent and furnished or semi-furnished
apartments.
6. Paradores
Old convents, monasteries, castles, fortresses converted into hotels by the
government and operated by national tourism office.
7. Pensions
Private or family-operated tourist accommodations similar to boarding houses to
guest houses. They offer food and lodging to tourists.
9. Hostels
Provide minimal amenities such as bunk bed and a commonly shared toilet and
bathroom.
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References:
Zenaida L. Cruz, Ph.D. (2013). Principles of Tourism. Rex Book Store, Inc., C.M. Recto Avenue,
Manila, Philippines
WEEK 5
There are number of sources that will be a great starting point to get an overview of
the industry as a whole.
Colleagues, supervisor and managers
Representatives
Developing your own industry network
Conference and seminars
Product launches
Internet
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WEEK 7
A. EARLY TOURISM
Travel and exploration are basic to human nature. Man has travelled since the
earliest times although the term tourism was used only in the early 19 th century.
Tourism is derived from the Hebrew word torah which means studying, learning,
searching.
Early tourism has two forms:
E. MODERN TOURISM
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Some of the positive factors that hastened the growth of tourism are:
1. Rising disposable income for large sections of the population.
2. Growth in the number of retired persons who have the desire and the
energy to travel.
3. Increase in discretionary time.
4. Greater mobility of the population
5. Growth in the number of “singles”.
6. Greater credit availability through credit cards and bank loans.
7. Higher educational levels.
8. The growth of cities.
9. Simplification of travel through the package tour.
10. Growth of multinational business.
11. Modern transportation technology.
12. Shift in values.
13. Advances in communication.
14. Smaller families and changing roles.
References:
Zenaida L. Cruz, Ph.D. (2013). Principles of Tourism. Rex Book Store, Inc., C.M. Recto Avenue,
Manila, Philippines
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WEEK 8
Economics of Tourism
Economic Impact
When travelers outside the destination spend on goods and services within the
destination, tourism acts as an export industry by bringing in revenues from outside
sources.
Tourist expenditures also increase the level of economic activity in the host area directly.
Tourism’s economic impact on a destination area can be immense since it provides a
source of income, employment, and foreign exchange.
Indirect or Secondary effects – means that the money paid by tourists to businesses are in
turn used to pay for supplies, wages for workers and other items used in producing the
products or direct services bought by tourists.
Tourism Multiplier
The term Multiplier is used to describe the total effect, both direct and secondary, of an
external source of income introduced to the economy.
Tourism Multiplier or multiplier effect- is used to estimate the direct and secondary effects
of tourist expenditures on the economy of a country.
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References:
Zenaida L. Cruz, Ph.D. (2013). Principles of Tourism. Rex Book Store, Inc., C.M. Recto Avenue,
Manila, Philippines
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WEEK 9
Sociology of Tourism
The degree to which conflict will occur between host and guest depends upon the
similarity in their standards of living, the number of tourists at any time, and the extent to
which the tourists adapt to local norms.
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EDUCATION
The better educated member of the population have greater desire to travel. They prefer
activities which require the development of interpretative and expressive skills such as
attending plays, concerts, art museums, reading books, playing golf, tennis, and skiing.
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Social tourism
Social tourism is a subsidized system of travel through the intervention of the
government, employer or labor union to achieve social goals. The International Bureau of
Social Tourism was organized in 1963 to encourage the development of social tourism on an
international scale. It promotes social tourism by building and financing tourist facilities and
preserving local culture and environment.
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WEEK 10
Early retirement
* the increasing number of people who retire early is beneficial for the tourism industry
because these use their time to travel and see the world.
* In some retirement programs, it is possible to work at 25 or 30 years and receive retirement
benefits at the age of 55 or younger.
Greater mobility
improved roads and better transportation make it easier to travel every year.
Smaller families
the average family size has decreased.
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5. The continuing growth in the number of people for personal, rather than for
business purposes.
6. The growth in the number of international travelers. One primary reason is the
decreased cost of transportation relative to income, making travel more affordable
to everyone.
Legal Issues
Liquor Liability
* As societal attitudes toward alcoholic drinks continue to change, it will be necessary for
food service and lodging operators to adjust.
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Human Resources
Sexual Harassment-defined as unwelcomed sexual advances, requests for sexual favors, and
other verbal or physical conduct of a sexual nature that take place under any of the following
conditions:
Submission is made a condition of the person‘s employment.
Submission to or rejection of such conduct is used as a basis for employment discussions
affecting the person
It unreasonably interferes with the person’s work performance or creates an
intimidating, hostile, or offensive work environment.
Employee Turnover
With turnover rates averaging approximately 100% per year, managers are always faced
with the problem of losing experienced employees and hiring less experienced
employees as replacements.
Faced with inexperienced replacements, several managers believe they have to shoulder
the high training costs associated with developing new employees into efficient workers.
Employee Empowerment
-Managers empower their employees to make decisions that will improve the quality of
service to guests without having a negative impact on operations. They have developed rules
and procedures that employees are directed to follow. These include directives such as
inflexible rules about check-out time; rule prohibiting free refills on coffee; strict limits on the
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number of hand towels per guest; or directives prohibiting substitutions on special dinner
menus.
Operations Issues
Automation-Is the process of using electronic and mechanical equipment and machinery to
complete some or all of the tasks associated with a given enterprise.
two primary reasons for automating an enterprise are:
1. To increase the speed of work
2. reduce the cost of work
Smoking/No-Smoking Areas
The prohibition of smoking in tourism enterprises is an issue that is of increasing
importance to owners and manages in the coming years.
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Consumer affairs
* In recent years, new buildings were well insulated to decrease heating, and cooling
expenses. In some buildings, windows were not designated to be opened. Temperature and
air were controlled by very complicated central systems. In case of fire in such buildings,
there is danger that smoke may spread rapidly throughout the buildings, there is a danger
that smoke may spread rapidly throughout the building.
Truth in Menus
* for food service operators, preparing truthful menus is an ethical practice that should never
be violated. However, a small minority have produced menus that are not accurate indicators
of the food served in their establishments.
* it is important that those in the tourism industry conduct their operations ethically in order
that consumers will have complete faith in the truth of their menus, the wholesomeness of
their food, and the honesty of their business practices.
Diet/Nutrition Health
*since the public is very much concerned about healthy diets containing less fat and lesser
calories, many food service operators and adjusting their menus to the changing public tastes.
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References:
Zenaida L. Cruz, Ph.D. (2013). Principles of Tourism. Rex Book Store, Inc., C.M. Recto Avenue,
Manila, Philippines
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WEEK 11
Safety and security in tourism will be the greatest challenge for tourism policy and
planning for many years to come (Edgell, 2008)
Crimes against tourist such as robbery, murder and kidnapping are important
concerns for destination planner
Travelers demand security measures. Safety and security must be included in the
destination development strategies especially in areas where terror and danger exists.
Measures to educate tourism agencies, the host communities, and travelers about
sustainable tourism must be continued as world population increase.
Sustainable tourism has been a major concern for destination planning as well as
regional and national policy making in the last decade
People avoid travel to affected areas. Once this occurs, there is limited opportunity to
use tourism (Edgell, 2008)
Airline disruptions caused by storms result in delays and cancellations in weather
affected locations
Because of the negative impacts of natural disasters, new public policy tools and best
practices need to be developed that respond to natural disasters.
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WEEK 13
Tourism Organizations
A. International Organizations
UNWTO is the United Nations agency responsible for the promotion of responsible,
sustainable and universally accessible tourism.
UNWTO encourages the implementation of the Global Code of Ethics for Tourism, to
maximize tourism’s socio-economic contribution while minimizing its possible
negative impacts, and is committed to promoting tourism as an instrument in
achieving the United Nations Millennium Development Goals (MDGs), geared
towards reducing poverty and fostering sustainable development.
UNWTO’s membership includes 156 countries, 6 Associate Members and over 400
Affiliate Members representing the private sector, educational institutions, tourism
associations and local tourism authorities
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5. Encourage the improvement of the art of aircraft design and operation for peaceful
purposes
6. Seek the development of air ways, airports, and air navigation facilities for
international civil aviation
7. Provide for safe, regular, efficient, economical air transportation
8. Discourage unreasonable competition.
9. Insure that the rights of contracting countries are fully respected, and that every
member has a fair opportunity to operate international airlines
10. Discourage discrimination between contracting countries
11. Promote the development of all aspects of air transportation
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Home Delight
B. Regional Organizations
C. Roles of National Organizations in Tourism Office (NTO)
D. Professional Tourism Organizations
E. Tourism Organizations in the Philippines
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WEEK 14
Definition of Sustainability
“sustain” means “to cause to continue (as in existence or a certain state, or in force, or
intensity); to keep up, especially without interruption diminution, flagging, etc.; to
prolong” (Webster’s New International Dictionary 1986)
“improving the quality of human life while living within the carrying capacity of
supporting eco-systems” (The International Union for the Conservation of Nature – The
World Conservation Union, United Nations Environment Programme, and the World
Wide Fund for Nature in Caring for the Earth 1991)
“the ‘long-term, cultural, economic and environmental health and vitality’ with
emphasis on long-term, ‘together with the importance of linking our social, financial
and environmental well-being’.” (Sustainable Seattle n.d)
1. Ecological bearable, economically viable, and ethically and socially equitable for local
communities;
2. Guarantees the sustainability of the resources on which it depends;
3. Respects the fragile balances that characterize many tourist destinations, in particular
small islands and environmentally sensitive areas;
4. Consider its effects on the cultural heritage and traditional elements, activities, and
dynamics of each local community;
5. Supports solidarity, mutual respect, and participation of public and private entities at
the local, national, regional, and international levels;
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WEEK 15 & 16
The Offenders:
There is no such thing as a stereotypical child sex offender. From past arrests and
prosecutions within the ASEAN (ASSOCIATION OF SOUTHEAST ASIAN NATIONS)
region, we know that offenders come in all shapes and sizes, can be married, single,
professional, of high community standing and from positions of respect and
authority in their home countries. Basically anyone can be an offender
The only thing we know for certain is that 95% of offenders are male.
The Internet:
The internet has also played an integral part in the sexual exploitation of children by
foreigners, as it has allowed offenders, both situational and paedophiles, to do the
following:
Access and share information about
destinations where there are vulnerable
children and lax law enforcement
Provide the details of hotels, bars, restaurants
and other hospitality and tourism venues where
children can be accessed and abused without threat
of being caught and prosecuted.
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The internet has also allowed these offenders to form networks that keep each other
up to date about ‘new’ destinations where children can be accessed easily as well as
allowing offenders to share videos and photographs of abused children.
The internet has also allowed for the ‘Grooming’ of Children:
Where offenders may pose as other children and enter chat rooms, which
could lead to invitations to meet them in person
Engage children in sexually explicit conversations
Ask the children to send sexual images of themselves to them.
B. Evaluate workplace operations in the hotel and travel industries which can actively
apply measures to prevent the sexual exploitation of children by tourists
Chart roles and functions in the hotel and travel industries which can positively
influence a protective environment for children
Identify local, national and regional support mechanisms available to assist with the
implementation of child protection measures in the workplace.
Develop a workplace child protection policy which serves to prevent the sexual
exploitation of children by tourists
Create a plan for ensuring the ongoing commitment to and implementation of the
workplace child protection policy.
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WEEK 17
The Philippines is the third most vulnerable country in the world to natural calamities.
Our country is also located in the Pacific Ring of Fire, making us prone to earthquakes.
Climate change brings more typhoons, floods, droughts and other natural calamities. DRRM
will help us reduce risks, loss of lives and destruction of property. Your job is to enhance the
capacity of the people to cope with the hazards and minimize the impacts of these disasters.
A. Understanding DRRM
DRRM Act of 2010 (Republic Act 10121) defines Disaster Risk Reduction as a systematic effort
to analyses and manage the causes of disasters by reducing vulnerabilities and enhancing
capacities in order to lessen the adverse impacts of hazards and probability of disaster. The
following definitions will help us understand the principles of DRRM:
• Hazard is a phenomenon, event, occurrence or human activity that may cause injury, loss of
lives and damage to property and the environment. This includes natural calamities such as
typhoons, floods, droughts, earthquake, tsunami and human-induced hazards such as fire,
wars, epidemics and terrorism;
• Exposure is about the degree to which people and properties are likely to experience
hazards. To reduce exposure, there might be a need to evacuate or relocate tourists;
• Capacity or the capability of coping and recovering from the damaging effects of a disaster
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