Professional Documents
Culture Documents
BY
©June 2009
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TABLE OF CONTENT PAGE
1.0 LESSON ONE: TOURISM AND LEISURE CONCEPTS AND
COMPONENTS 03
2.0 LESSON TWO: CATEGORIES OF TOURISTS AND DESTINATION
EXPERIENCES 11
3.0 LESSON THREE: MAJOR INTERNATIONAL TRAVEL AND TOURISM
ORGANIZATIONS 17
4.0 LESSON FOUR: THE KEY PLAYERS IN TOURISM PLANNING AND
MANAGEMENT 25
5.0 LESSON THREE: GEOGRAPHY IN TRAVEL PLANNING 35
6.0 LESSON SIX: TRAVEL FORMALITIES 40
7.0 LESSON SEVEN: PLANNING TRAVEL ITINERARIES 53
8.0 LESSON EIGHT: TAXES, CUSTOMS AND CURRENCIES 61
9.0 LESSON NINE: THE FIVE A’S ESSENTIALS TO A SUCCESSFUL
DESTINATION, BUSINESS REQUIREMENTS AND
COMMERCIAL SKILLS 68
10.0 LESSON TEN: CHARACTERISTICS, ATTRIBUTES AND SKILLS 76
11. 0 LESSON ELEVEN: THE ROLE OF THE TRAVEL AGENT IN THE
TRAVEL AND TOURISM BUSINESS 82
12.0 LESSON TWELVE: TOURISM SOCIOECONOMIC IMPACTS 90
13.0 LESSON THIRTEEN: ENVIRONMENTAL IMPACTS OF TOURISM 103
14.0 LESSON FOURTEEN: MANAGING DESTINATIONS FOR
SUSTAINABILITY 112
15.0 LESSON FIFTEEN: TOURISM GROWTH AND SUSTAINABILITY 126
16.0 LESSON SIXTEEN: ECOTOURISM 133
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1.0 LESSON ONE:
TOURISM AND LEISURE CONCEPTS AND
COMPONENTS
1.1 Introduction
This lesson is about tourism and leisure. It looks at their definitions and types. The lesson
is concluded with the description of the three major components of tourism which include
the natural environment, built environment and the operating sectors of the tourism
industry.
1.3 Concepts
1.3.1 Tourism
Medlik (1991) defines tourism as the phenomenon arising from temporary visits or
staying away from home, outside the normal place of residence for any reason other than
following an occupation remunerated from within the place visited. According to
McIntosh et al (1990) the definition and scope of tourism can only be understood fully by
considering various groups that participate in and are affected by the tourism industry.
They identified four different perspectives that are vital to the development of a
comprehensive definition of tourism. These are:
(a) The tourist. The term is derived from the word ‘tour’ – meaning:
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tourist is to seek various psychic and physical experiences and satisfaction. The
nature of this largely determines the destinations selected and the activities
enjoyed. Thus, a tourist is a person who travels from place to place for non-work
reasons. By UN definition, a tourist is someone who stays for more than one night
and less than a year. A related term to tourist is excursionist who is a traveler
who spends less than 24 hours at a destination.
(b) The businesses of providing goods and services. Businessmen usually see tourism
as an opportunity to make profit by supplying goods and services that the tourist market
demands.
(c) The government of host community or area. Politicians view tourism as a wealth
sector in the economy of their jurisdictions. Their perspective is related to the incomes
their citizenry can earn from this business. Politicians also consider the foreign exchange
receipts from international tourism as well as the tax receipts collected from tourist
expenditures, either directly or indirectly.
(d) The host community. Local people usually see tourism as a cultural and employment
factor. Of great significance to this group is the effect of interaction between large
numbers of international visitors and residents. This effect may be beneficial or harmful
or both.
Tourism Defined
Tourism is thus defined as the sum of the phenomena and relationships arising from the
interaction of tourism, business suppliers, host governments, and host communities in the
process of attracting and hosting tourists and other visitors. However, it is imperative to
note that modern tourism is a discipline that has recently attracted the attention of
scholars from many fields. Consequently, many studies have used narrow operational
definitions to suit particular needs and thus failing to encompass a system approach.
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The following review of related definitions illustrates the problem of arriving at an
operational universal definition:
Persons traveling for pleasure, family reasons, health or the like are considered to be
tourists.
Persons traveling for meetings or a representative capacity of any kind such as
scientific, administrative, diplomatic, religious, athletic, etc. are also considered to be
tourists.
Persons traveling for business reasons.
Persons arriving in the course of sea cruising are also tourists.
1.3.2 Leisure
Leisure is generally considered to be the time remaining after work, travel to and from
work, sleep, and all household chores. Leisure time is that time when one can choose to
do what you want. People are always looking for new ways to spend their leisure time.
Leisure activities are many and varied such as reading, sport (taking part or spectating),
going to a cinema or a disco, eating out, going to a pub, listening to music, visiting a
tourist attraction, watching television or playing computer games.
There are two types of Leisure: active and passive. Active leisure include activities such
as gardening, playing, sport, do-it-yourself (DIY), sightseeing, and any other interests
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which require active responses from the participants. On the other hand, passive leisure
activities are those which require little effort or response from the person taking part in
that activity. Examples include watching the television, reading, and listening to music.
Both active and passive leisure activities take place in a wide range of facilities such as
leisure centers, clubs, cinemas, libraries, restaurants or even involve natural features like
mountains and lakes where one can take part in outdoor pursuits such as climbing and
sailing. In other words, facilities are the places where people can carry out their leisure
activities.
1.4 COMPONENTS
The most fundamental dimensions of a destination/locale, which form the basis of much
of tourism, are:
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host region. This culture of people reflects many elements of its past development and its
current way of life. Culture is relatively a very permanent characteristic of a destination
and one that cannot be changed simply to enhance tourism development.
The infrastructure of a tourism destination is another element. Such basic things as
roads, sewerage systems, communication networks, and many commercial facilities
(supermarkets and retail stores) have been put in place to meet the needs of local
residents. While these elements of the infrastructure can also be important to visitors,
their primary functions are related to the ongoing daily needs of residents. In contrast, a
destination’s tourism superstructure includes those facilities that have been developed
especially to respond to the demands of visitors. The most obvious examples include
hotels, restaurants, conference centers, car rentals, and major attractions. Because of their
special tourism orientation, the characteristics of the elements of superstructure are
especially determined by visitor wishes rather than resident desires even though residents
often desire many benefits from certain elements of the tourism superstructure.
Technology is one of the most recent and still increasingly influential elements of the
built environment that is shaping the nature of both tourism products/services and travel
experiences. In many ways technology can be viewed as one of the most distinctive and
most powerful characteristics of the built environment since the dawn of modern tourism
following World War II. The advent of jet aircraft and the massive invasion of the
telecommunications technology linked closely with computer technology have had a
dramatic impact on the very essence of the tourism phenomenon.
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information concerning their functioning or performance of the destination in its
efforts to profitably provide attractive experiences to visitors; and
Information concerning the extent to which residents of the host region
understand and support tourism as a long-term component of the socioeconomic
system.
Another element of tourism in the built environment is governance within which the
tourism system functions. The system of governance surrounding tourism (the legal,
political, and fiscal systems regulating its functions) has a profound impact on the ability
of a destination to compete in the international marketplace and subsequently plays a
major role in determining the profitability of individual firms.
The attractions sector also contains well-known icons in the tourism industry. The
undisputed leader of the attraction world is Disneyland/Walt Disney World. Closely
related to attractions is the events sector. Its icons include the Oktoberfest in Munich
(Germany), the Calgary Stampede (Canada), the Boston Marathon, and the Super Bowl
(US) as well as such as transient events as the World Cup of Soccer and the International
Summer and Winter Olympic Games.
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The adventure and outdoor recreation sector is one of the most rapidly growing
elements of modern tourism. Changes in demographics, values, and lifestyles are creating
increasing demand for activities such as golfing, skiing, snowboarding, white-water
rafting, parasailing, hang gliding, mountain biking, and mountaineering. Most of these
activities are characterized by both an element of thrill seeking and an element of being
outdoors.
At the other end of the ‘nature-manufactured’ spectrum is the equally fast growing
element of entertainment. Certain destinations have grown up on a heavy diet of world-
famous entertainers. More traditionally, Los Angeles/Hollywood has used various aspects
of the entertainment industry to consolidate its worldwide reputation as a must see
destination.
Less glamorous, but still essential to the success and well-being of the tourism industry
are the travel trade sector and tourism services. The travel trade is composed of the
retail travel agent and the wholesale tour operator. Both of these entities are critical to
linking ‘experience suppliers’ and the tourist. The multifaceted travel industry services
sector provides yet another type of critical support for successful tourism. Computer
support services, retail services, financial services, specialized consulting services, and
tourism educators all make an important and usually unique contribution to the effective
and efficient functioning of the complex tourism system.
Whereas the operating sectors of tourism are responsible for delivering high-quality
memorable experiences, care must be taken, however, to wrap these experiences in a
warm spirit of hospitality. Quite simply, it is not enough to deliver all the attributes of an
experience in a cold or detached manner. Each individual visitor must feel that that he is
more than a source of cold cash revenue for the business or destination. Rather, visitors
have a natural human desire for warm acceptance as they seek to enjoy the range of
experience s the destination has to offer. As such, the challenge facing destinations is to
deliver their experiences in a way that enables the visitors to believe they are welcome,
that they truly are guests.
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While tourists naturally recognize that they are transient visitors, destinations must first
train industry personnel to treat the tourists with fairness, respect, and a level of
politeness. Second, the destination must encourage its permanent residents to behave as
friendly hosts to visitors who are in unfamiliar surroundings. They should convey a
friendly attitude and when required offer basic information and a helpful hand. These
small but important gestures will do much to foster a destination spirit of hospitality that
in turn greatly enhances the perceived value of all the other aspects of visitation
experience.
1.5 SUMMARY
A tourist is a person who travels from place to place for non-work reasons and
usually staying for more than one night and less than a year.
An excursionist is a traveler who spends less than 24 hours at a destination.
Leisure is free time from work, i.e. the time remaining after work, travel to and from
work, sleep and all household tasks.
Active and passive are two types of leisure, with the former involving activities that
require active responses from the participants, whereas the latter involve little effort
or response from the person taking part in that activity.
The most fundamental components, which form the basis of tourism are the natural
resources and environment, built environment, and operating sectors of the tourism
industry.
1.6REVIEW QUESTIONS
(a) Define the following:
Tourism
Excursion
Leisure
(b) Distinguish between Active and Passive Leisure
(c) Describe the three major components of tourism.
1.7Further Reading
Foley, M., J. Lennon, and G. Maxwell eds. (1997): Hospitality, Tourism and
Leisure Management: Issues in Strategy and Culture. London: Cassell.
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John Lea (1995): Tourism and Development in the Third world. Routledge:
London.
Mathieson, A. and G. Wall (1995): Tourism economic, Physical, and Social
Impacts. Longman Group Limited: Singapore.
Ritchie, J.R. and Goeldner, C.R. (2003): Tourism Principles, Practices and
Philosophies; Ninth Edition: John Wiley & Sons, Inc.
Robinson, H.A. (1976): Geography of Tourism. London: Macdonald and Evans.
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2.0 LESSON TWO:
CATEGORIES OF TOURISTS AND
DESTINATION EXPERIENCES
2.1 Introduction
Categories of tourists are built on the understanding that different motivations
differentiate among many types. This has led to a number of profiles of tourist categories
that have been identified.
The lesson is on categories of tourists based on a classification by Cohen (1972) and Plog
(1972). It also describes the characteristic diversity among destinations, which is
important in the classification of tourism experiences. It is built on Valence L. Smith’s
identification of several types of tourism experiences provided at various destinations.
Tourists can be grouped into two general categories: Interactional and Cognitive-
Normative types.
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(1977b). Cohen classified tourists according to the degree they seek familiar or strange
settings and whether or not they are willing to be institutionalized or organized in their
travel. These tourists can be grouped as follows:
(a) Drifters, who search for exotic and strange environment and have little impact in the
destination areas because of their small numbers,
(b) Explorers arrange their own trips and try to get off-the-beaten-tracks. They usually
utilize the facilities of destination areas and have high contact with the residents.
(c) Organized mass tourists, who are least adventurous. On purchasing their holiday
package, they remain in an ‘environmental bubble’ divorced from the host
community as they remain hotel complexes. They adhere to an itinerary fixed by the
tour operators and even their trips out of the complexes are organized tours. They
make few decisions about their holidays.
(d) Individual mass tourists are similar to the organized mass tourists in that they utilize
the facilities made available by the tour operators, but they have some control over
their own itinerary. They normally use hotel complexes as their bases and hire cars
for their trips.
Smith like Cohen views explorers and elite travelers as having little impact on indigenous
cultures. Their small number requires little in the way of special accommodation, and
their desire to gain insight into local customs is aided by a sympathetic attitude to the
local way of life. In contrast, there are charter tourists who travel in their own
environmental bubble, viewing everything from the security of their pre-paid and price-
guaranteed package tour. To accommodate the large numbers and organizational
structures of charters, a community must become commercial in its dealings with tourists,
and often needs to import foreign capital and expertise.
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He points out that a community can enter the tourism business with the arrival of small
number of adventurous, independent and individual explorers called allocentrics. The
impact of these allocentrics is small because no special facilities are desired or required
for them.
As the area becomes more accessible, better serviced and more widely known an
increasing number of mid-centrics would visit. They in turn, give way to large numbers
of psychocentrics as the destination becomes popular resort dependent upon foreign
investment and labour. The new visitors are made to feel at home with a full range of
facilities and attractions that may be divorced from the natural geographical and social
attractions, which first attracted the allocentrics.
Cohen (1979b) makes references to people’s spiritual centers, which for the individual
symbolizes ultimate meanings. Those traveling on vacation believe that there is some
experience which cannot be found at home, and which makes the travel worthwhile. The
spiritual center of this quest may be purely search for pleasure such as the case of:
Diversionary that is, escapes from boredom and routine of everyday existence, and
Recreational travel that is, going for entertainment and relaxation to restore physical
and mental powers.
Or traveling may be a new type of pilgrimage with travelers seeking answers through:
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2.4.1 Ethnic Tourism
This is traveling for the purpose of observing the cultural expressions and lifestyles of
truly exotic peoples. Typical destination activities at the destination would include visits
to native homes, attending dances and ceremonies, and possibly participating in religious
rituals.
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on palm fringed beaches, on championship golf courses, or on tennis courts. Such
promotion is designed to attract tourists whose essential purpose is to relax.
2.5 Summary
In this lesson we have learnt that:
Categories of tourists are built on the concept that different motivations distinguish
among various types of tourists.
Tourists can be grouped into two main categories of models such as interactional and
cognitive-normative models.
The following fall under the interactional models: drifters, explorers, organized mass
tourists, and individual mass tourists.
Whilst in cognitive-normative models there are allocentrics, mid-centrics and psycho-
centrics.
Several types of tourism experiences have been identified at various destinations. These
are ethnic, cultural, historical, environmental, recreational, and business.
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2.7 Further Reading
Foley, M., J. Lennon, and G. Maxwell eds. (1997): Hospitality, Tourism and
Leisure Management: Issues in Strategy and Culture. London: Cassell.
John Lea (1995): Tourism and Development in the Third world. Routledge:
London.
Mathieson, A. and G. Wall (1995): Tourism economic, Physical, and Social
Impacts. Longman Group Limited: Singapore.
Ritchie, J.R. and Goeldner, C.R. (2003): Tourism Principles, Practices and
Philosophies; Ninth Edition: John Wiley & Sons, Inc.
Robinson, H.A. (1976): Geography of Tourism. London: Macdonald and Evans.
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3.0 LESSON THREE:
MAJOR INTERNATIONAL TRAVEL AND
TOURISM ORGANIZATIONS
3.1 Introduction
The travel and tourism industry is composed of many sectors, each of which has different
interest. Grouping such sectors into organizations and associations allows them to focus
on common issues and undertake a range of activities to develop industry professionalism
and defend their interests against external interests.
Such organizations come together by shared interests such as airlines or travel agents or
geographically by region. Some such as the International Federation of Women’s Travel
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Organizations are even more finely segmented by gender or age. Others also include
societies specializing in incentive travel, sales and marketing efforts, education and
ecotourism, or exhibition and convention centers.
In addition to large number of global associations and organizations, many others reflect
regional, national or even local interests and issues. Associations have the common goal
of identifying the needs of the members and working to meet them. They provide a
common forum for people in similar lines of work to come together to discuss common
issues. Well organized and clearly-focused international travel and tourism organizations
play a major role in upgrading industry standards and are taken seriously by governments
and public.
According to IATA (2001) many of these organizations are currently under pressure not
only to justify their existence but also ensure that they are not extended bureaucracies.
Many have been restructured in recent years in line with changes in the industry at large
to make them more productive and efficient.
The following are some of the major global travel and tourism organizations. Many of
these are either travel agencies, or tour operators, or airlines. They all have websites and
provide channels of information on a large number of issues affecting travel and tourism,
from automation to taxation, and from research to legal issues.
The UFTAA secretariat consists of its Secretary General and a small team based in
Monaco, which is directed by an elected Board of Directors composed of a cross-section
of travel agents from around the world. Its membership also includes a large group of
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travel partners including major airlines, hotels, tourism boards, shipping companies, car
rental companies and many other operators allied to the tourism industry. UFTAA also
lobbies to oppose legislation directly harmful to tourism and free circulation for citizens
of any country. It works to reduce bureaucratic obstacles to travel and to seek greater
transportation safety. Its primary goal is to develop, promote and assist in the
professional training of travel agents.
In recent years it has played a leading role in providing the travel industry with up-to-date
information on automation through seminars, training courses and conferences. An
experienced UFTAA Automation group monitors developments of Computer Reservation
Systems (CRS) and other travel technology to see that travel agents interests are well
served with efficient and cost effective systems.
In 1990, in conjunction with National Associations and IATA, UFTAA launched the
IATA/ UFTAA Travel Agent ID Card programme, which is available to all staff of
established travel agents. The card is the universally accepted identity card for discounted
travel, accommodation, and other benefits for travel agents.
Through its education committee, UFTAA works to assist travel agents become better
qualified. It is also an active partner in the IATA/UFTAA Training Programme and is
committed to enhancing the travel agents’ worldwide image of competence and
professionalism.
Further it has a liability insurance product designed specifically for its member travel
agents, inbound and outbound tour operators, known as UFTAassure. It includes cover
for public liability, professional liability, legal defense costs and liability arising from the
failure of suppliers. Other schemes help protect agents against payment defaults and with
settlement of disputes.
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Founded in 1945, IATA is the global representative of the international scheduled air
transport industry. With over 260 members from about 140 nations, IATA is the prime
vehicle for inter-airline cooperation in promoting safe, reliable, secure and economical air
services.
IATA was involved in establishing a sound technical and legal framework for the
operation of world’s airlines. It organized the first worldwide Traffic Conference in 1947,
which worked out agreements related to fare construction rules for multi-sector trips,
revenue allocation-prorating rules, baggage allowances, ticket and airway design and
agency appointment procedures. IATA is also the coordinator of the Multilateral Interline
traffic Agreements that allow nearly 300 airlines around the world to accept each other’s
tickets and air waybills, and thus their passenger and cargo traffic on a reciprocal basis.
In 1952, the pattern for airline travel agent relations was set with the introduction of the
Standard Passenger Sales Agency Agreement. There are now nearly 81,000 IATA agents
worldwide and more than 150 000 students enrolled for IATA sponsored agency training
course since they were introduced (IATA, 2008). One of the IATA’s major issues today
is taxation and user charges (payment for using airports and air navigation services).
IATA makes specific challenges to the legality of certain taxes and points out to the
governments the counter-productive effect of excessive aviation taxation. High user
charges mushroomed during the 1960s and 1970s. IATA’s task is to minimize their
impact by ensuring that the charges are for facilities actually required, and that charges
are cost-related and that productivity improvements are built into cost projections.
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Based in Madrid, WTO is entrusted by the United Nations to help countries maximize the
positive impacts of tourism such as job creation, infrastructure development and foreign
exchange earnings, while at the same time minimizing negative environmental and social
impacts. Representatives covering Africa, the Americas, East Asia and the Pacific,
Europe, the Middle East and South Asia are responsible for overseeing specific projects
and working with tourism officials in various countries to analyze problems and seek
solutions. It also organizes conferences and seminars on issues such as aviation,
infrastructure, development planning and marketing.
WTO is the only inter-governmental organization that offers membership to the operating
sector and this way becomes unique contact points for discussion between government
officials and industry leaders. Affiliate members include retail travel agents, tour
operators, airlines and other transport companies, education and research institutes;
accommodation companies; banks, media groups; consultancies, local and regional
tourism boards; and travel industry associations.
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while representative offices are located in Bangkok, Brussels, Budapest, New York,
Sydney and Washington DC.
Members are provided with education and information resources to help them boost
their professional services to clients. One of its major activities is constantly monitoring
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the travel industry to identify “swindle” operators and others whose practices cheat
consumers and negatively impact the travel industry.
Pursuant to its main objective, the attainment of a zero flight accident level, IAPA
actively promotes the continued study and assessment of all factors that may affect
accident rates including pilot training programmes and systems, aircraft engineering and
configuration improvements, more efficient and practical cabin safety and evacuation
concepts, and effective air controls. An Internal office of Government and Industry
Affairs formulates the organization’s policies in areas such as safety, health, cabin
environment and quality of passenger services. In regular contact with aircraft
manufacturers, airlines, airports, government aviation bodies and international aviation
authorities, IAPA continues to exert pressure for an active and capable aviation
regulatory system to bridge national regulatory boundaries.
ICCA has various categories of members who work together under the banner of
chapters, national, and local ICCA committees. Information from members is all-
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important to ICCA data, the central research department of ICCA. Data on thousands of
international meetings is gathered, collated and analyzed and updated bulletins are mailed
to members every month. The information can also be passed on to other members who
may be interested in bidding for or servicing the event another time.
Education has moved high up the ICCA agenda over recent years. In1996, ICCA’s
International Meetings Academy (IMA) was founded, which is an independent training
organization offering worldwide educational programmes for meeting professionals at
every level, which can be tailored to meet the strategic needs of any city, country, region
or discipline.
3.12 Summary
In this lesson, we have studied the role of international travel and tourism
associations and organizations.
It has been demonstrated that they are good sources of global trends, statistics,
research, and other forms of information.
They play an important role in defending the interests of both the industry at large as
well as their own specific sectors.
They come together sectorally or geographically. Some are even more finely
segmented such as gender or age.
They are also important points of contact for networking and broadening the list of
global associates.
1. What are the main functions of international travel and tourism organizations?
2. Write a concise essay on IATA.
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Bogdanovych, A. Berger, H. Simoff, S. and Sierra, C (2006) Travel Agents vs. Online
Booking: Tackling the Shortcomings of Nowadays Online Tourism Portals.
Proceedings of the (ENTER’06) Conference, Lausanne, Switzerland: 418-428.
Britton, R (1978) The Image of the Third World in Tourism Marketing. Annals of
Tourism Research, v.6, n.3: 318-329.
Edgell, D. L. (1990) International Tourism Policy. Van Nostrand Reinhold. New York.
Gee, Chuck. Y., Makens, James C. and Choy, Dexter J.L. (1997): Travel Industry. Third
Edition. Van Hostrand Reinhold Publishing.
IATA (2001): International Travel and Tourism Training Programme. Montreal: IATA
Aviation Training and Development Institute.
Jackson, Ian. (1997): An introduction to tourism. Melbourne: Hospitality Press Pty.Ltd.
Pine, B.J. II & Gilmore, J. (1998) Welcome to the Experience economy, Harvard
Business Review: 97–105.
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4.0 LESSON FOUR:
THE KEY PLAYERS IN TOURISM
PLANNING AND MANAGEMENT
4.1 Introduction
In relation to the stakeholders of tourism planning, consideration needs to be given to
individuals and organizations acting as managers including government bodies, as well as
members of the tourism industry. Tourism management clearly relates to the tourists
themselves and will need to consider the host or resident population. This lesson presents
discussions on the management of tourism in relation to players and related issues on the
management of tourists/visitors, role of host community, resource management, tourism
industry, and partnerships in tourism planning and management.
Who is managing?
What is being managed?
How is it managed?
Where is it happening?
When is it happening?
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These questions are linked and it may be difficult to separate, for example, the ‘who’
from the ‘how’ and the ‘when’ and the ‘where.’
4.4.1 Tourists
Tourists are obviously of key importance in the management of tourism. Unfortunately,
tourists are often viewed as the major cause of the problems of tourism. They are seen as
outsiders and are often blamed by the local people for negative consequences of tourism.
According to Swarbrooke (1999) when the appearance of tourists and their behavior is in
marked contrast to that of the local population, it is also easy to point the finger of blame
at them. However, it is important to point out that the tourists have both rights and
responsibilities. Box 4.0 indicates a number of basic responsibilities of tourists and also
some others that are linked to the concept of sustainability in tourism, with Box 4.1
suggesting some tourists’ rights.
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The responsibility not to visit destinations that have a poor record on human
rights.
The responsibility to find out about the destination before the holiday and try to
learn a few words of the local language, at least.
The responsibility to try to meet local people, learns about their lifestyles, and
establishes friendships.
The responsibility to protect the natural wildlife by not buying souvenirs made
from living creatures, for example.
The responsibility to abide by all local religious beliefs and cultural values, even
those with which the tourist personally disagrees.
The responsibility to boycott local businesses, which pay their staff poor wages, or
provide bad working conditions for their employees.
The responsibility to contribute as much as possible to the local economy.
Although there are a number of laws and regulations relating to the operational aspects of
the tourism industry, there are few regulations pertaining directly to the behavior of
tourists. However, there have been a number of attempts to influence the behavior of
tourists. They usually take the form of voluntary codes of conduct and/or the use of more
overt educational approaches.
Box 4.1 the rights of tourists and the responsibility of the host
community, government agencies and the tourism industry
The rights of the tourist Those who are responsible for protecting
these rights
The right to be safe and secure from The host community
crime, terrorism and disease Government agencies, e.g. security
services and health authorities
The right not to be discriminated against The host community
on the grounds of race, sex or disability The tourism industry
Government agencies, e.g. immigration
departments
The right not to be exploited by local The tourism industry
businesses and individuals The host community
Government agencies, e.g. police
The right to the fair marketing of products The tourism industry
through honest travel brochures and Government agencies, e.g. advertising
advertisements. regulators
The right to safe, clean physical The host community
environment The tourism industry
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Government agencies, e.g.
environmental bodies and policy
departments
The right to free and unrestricted Government agencies, e.g. security
movement providing that they cause no services
damage. The right to meet local people The host community
freely and the right to be courteous and The tourism industry.
have competent service
(Source: Swarbrooke 1999)
4.4.2 The host community
Such terminology as the host community may be misleading as it implies that there are
guests to complement the supposed hosts. However, as tourists are not always welcome, a
more appropriate term could be local community, resident community or destination
community. The host community is heterogeneous and can be made up of long-term
indigenous residents and recent domestic as well as international migrants. In addition to
obvious variations in gender and age, a host community is likely to have individuals and
groups with several different value positions, political persuasions and attitudes to socio-
cultural phenomena including tourism.
The destination community can act as a major attraction for tourists. More often than not,
it is the cultural manifestations of the community including craft and art works as well as
less tangible factors such as music, dance and religious festivals that act as important
attractions. In some instances, meeting members of a particular community and staying
with them is a key motivation of certain types of tourist. However, there are a number of
dangers that may result from the contact between tourists and resident communities,
particularly in terms of erosion of destination community values and possible loss of
cultural identity.
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Elites and the rest of the population
Indigenous population and immigrants
Those involved in tourism and those not involved
Property owners and property renters
Young people and people
Employers, employees and self-employed
Those with private cars and those relying on public transport;
Affluent and less well-off residents
Majority communities and minority communities.
As early as the mid-1980s, Murphy (1985) had suggested that as tourism makes use of a
community’s resources, then the community should be a key player in the process of
planning and management. The rationale for community involvement in tourism is as
follows:
31
Attitudes and behavior of sections of the media.
The following are the reasons for the involvement of the public sector in tourism
(Swarbrooke 1999):
The public sector is mandated to represent the whole population and not just one set
of stakeholders or interest group.
The public sector is intended to be impartial, with no particular vested or commercial
interests.
The public sector can take a longer-term view of tourism development than, for
example, the private sector.
The public sector in many developed countries has what may appear at face value to be
contradictory roles. Governments may attempt to regulate tourism, but they also have a
role in marketing tourism. Governments may also be involved in setting aside areas that
designated for special protection for environmental or cultural reasons. This has led to the
creation of national parks in individual countries and when countries collaborate
internationally; this has led to the establishment of World Heritage Sites.
32
Governments may also require Environmental Impact Assessment (EIA) to be conducted
when a new tourism venture is to be developed. As Middleton and Hawkins (1998)
suggested, an EIA is an attempt to prevent environmental degradation by giving decision-
makers information about the likely consequences of development actions.
Public bodies can be proactive and play a positive role in tourism planning and
management. They may own or at least administer certain key assets for tourism such as
valued natural or semi-natural environments as well as the built environment attractions
such as museums and historic buildings. These can be marketed and/or regulated in such
a way that they provide models for private operators. Governments can also develop the
infrastructure necessary for both public and private sector tourism activities.
33
4.4.4 The tourism industry
The tourism industry is often blamed for causing damage to destination areas, and
showing little willingness to be involved in planning for long-term viability of tourism
development. However, the complexity of tourism industry makes it difficult to point the
finger of blame directly at the cause of problems. Nevertheless, the tourism industry has
been accused of (Swarbrooke 1999):
Being mainly concerned with short-term profit, rather than long-term sustainability,
Exploiting the environment and local populations rather than conserving them,
Being relatively fickle and showing little commitment to particular destinations,
Not doing enough to raise tourists awareness of issues such as sustainability ,
Only getting on the sustainability wagon when it is likely to achieve good publicity,
Being increasingly owned and controlled by large trans-national corporations, who
have little regard for individual destinations.
There are also organizations that act as pressure groups, but are not part of the voluntary
sector. However, neither are they part of the tourism industry. Such organizations are
termed non-governmental organizations (NGOs). They usually have a far wider brief than
just tourism industry, but run events/campaigns and/or plan projects that have important
tourism dimensions. One such organization is the World Wide Fund for nature (WWF),
which has been actively involved since the early 1990s in the campaigning for more
‘environmentally friendly’ forms of tourism. Another NGO, Friends of the Earth has also
campaigned for preservation of the environment in relation to tourism development.
34
The tourism industry also has a number of pressure groups. The World Travel and
Tourism Council (WTTC) is a pressure group and is supported by major tourism
companies. It lobbies on behalf of the tourism industry. There are also a number of
professional bodies that represent the tourism industry. In Kenya, for example, there is
the Kenya Association for Tourist Operators (KATO), and Ecotourism Kenya, which are
major professional bodies for the tourism industry.
The media has potentially a key role in tourism planning and management issues. Much
of the media deals directly or indirectly with tourism. In many tourism destinations, a
number of the main terrestrial television channels regularly show ‘travel shows.’ These
tend to be relatively uncritical programs, whose aim is to promote holidays to particular
destinations. They focus mainly on wildlife and natural history. A number of newspapers
in each country also use a similar approach. There is also a significant number of travel
related magazines and radio programs, and much travel information is now available on
the World Wide Web (WWW). Probably the oldest form of literature concerned with
travel is the guidebook.
4.5 Summary
This lesson has introduced a discussion of key players in tourism planning and
management. The major players are the tourists themselves, members of host
communities, representatives of the travel industry and government agencies. NGOs and
the media are also important players in relation to tourism planning and management. In
relation to tourists and host communities, it is important to note that neither group is
homogenous. However, the heterogeneity of tourists and the communities is often
ignored in planning and management. The government role in tourism is often viewed as
promotional rather than regulatory, although government at various levels fulfills both
these roles. Historically, the media have tended to act in a largely promotional role, but
more recently, particularly through its focus on issues and the mounting campaigns on
tourism themes, a more critical stance has been developed.
35
4.6 Review Questions
(a) What are the major stakeholders in tourism industry?
(b) How influential are the media in tourism?
(c) Outline the responsibilities and rights of tourists, and host communities.
(d) What are the factors that affect actual involvement of communities in tourism
planning?
4.7 Activity
Consider a location that you know well that has been used by the media in terms of a TV
program, film or radio production. How has this been exploited for tourism purposes and
what further could be done? What are the potential issues, resulting from the media’s
involvement in promoting specific locations for tourism?
36
5.0 LESSON THREE:
GEOGRAPHY IN TRAVEL PLANNING
5.1 Introduction
In this module you will learn about destination geography including factors that
determine a destination’s appeal including attractions, accessibility, costs and standards
of living, culture and climate. Next you will explore concepts of physical geography
including continents and oceans. Finally you will learn about cultural geography and
patterns of tourism.
37
while others enjoy the challenge that reaching a location can offer. On balance,
however, convenient geographical position and a variety of available transport
options are likely to make a location a more popular destination.
Costs and standards of living: Standards of living and costs for basic goods and
services vary widely around the world. Some locations provide excellent services
and luxurious goods, while others provide only basic services and simple goods. In
general, travelers to more remote destinations can expect goods and services to
which they are accustomed to be more expensive, less available and in some cases
completely absent.
Culture: Just as standards of living vary widely from one destination to another, so
do culture. Culture is defined as the sum of characteristics of a society including
language, religion, politics, art, food, customs and related elements that shape and
distinguish it from other societies. Travelers will encounter a variety of cultures
around the world and even different cultures within the same geographic area. For
example, eating beef products is considered a delicacy in one culture; in another it is
considered sacrilegious. Having a basic understanding of different cultures, and
matching potential client’s needs and desires with those cultures will help make you
a more effective travel agent.
Climate: travelers often cite climate as one of the most important reasons for
selecting one destination over another. Many people use the terms ‘weather’ and
‘climate’ as though they were one and the same. The terms, however, are different.
Weather is a condition that happens at a particular time, whereas climate is the
average weather over an extended period of time. Knowing a destination’s future
weather on any given date is impossible, but knowing something about a
destination’s climate is very important for planning effective travel itineraries.
Finally, there are some characteristics of destinations that can change rapidly. Some
of these may be disease outbreaks, political unrest or uncertainty, natural disasters,
strikes or other labor shortages, extreme currency fluctuations or devaluations and
38
changes in governmental travel policy. Ultimately, however, what makes a
destination is an ongoing demand by travelers to visit an area. Table 5.1 outlines the
seven most important characteristics cited by travelers for choosing a destination.
Table 5.1 Seven Most Important Characteristics Cited by Travelers for Choosing
Destination
CHARACTERISTICS PERCENTAGE
Weather 57%
Sightseeing 44%
Beaches 39%
Entertainment 30%
Language spoken 28%
Restaurants 28%
Expensiveness 28%
Source: IATA 2001
5.4 Physical Geography
Physical geography can be defined as the study of the world’s natural terrain and
features. A good understanding of physical geography is essential to you as a travel
professional as it allows you to know both the constraints and benefits of the natural
world as experienced by travelers.
The major landmasses of the world are known as continents. Geographers typically
identify 7 continents, although some geographers group Asia and Europe as one
continent, Eurasia. The 7 continents as typically described by geographers are:
Europe
Asia
Africa
North America
South America
Australia
Antarctica
39
Some geographers also include sub-continents when describing world geography. Sub-
continents include Central America, Australasia, and the Pacific Islands, and the Middle
East. 71% of the earth’s surface is covered by water. Bodies of water are extremely
important in the travel industry. Many travelers seek warm weather vacations that include
stays on tropical beaches. Water also offers a variety of adventure travel opportunities
including white-water river rafting, parasailing, water-skiing, and snorkeling. Table 5.2
shows the size of four major oceans and the percentage of the earth’s water area they
occupy.
Table 5.2 Size of Four Major Oceans and Their Percentage of the Earth’s Water Area
OCEAN AREA (SQ KM AREA SQ MI % OF EARTH’S
WATER AREA
Pacific 166241000 64169026 46.0%
Atlantic 86557000 33411002 23.9%
Indian 73427000 28342822 20.3%
Arctic 9485000 3661210
Source: National Geographic Society. World Atlas 6th Edition, Washington DC (1992)
There are many components that make up cultural geography. Some of these are religion,
economics, food, art, architecture, language, national boundaries, politics, agriculture,
and employment. All of these components affect patterns of travel and tourism. As may
be noted, travelers visit destinations for a variety of reasons. Many of these reasons shape
an area of cultural geography known as touristic patterns. Touristic patterns may be
defined as a predictable combination of characteristics and qualities that describe why,
how, and when people travel.
40
When tourism is at its highest point, it is known as peak season. When tourism is at its
lowest point, it is called off or low season. Finally travel professionals refer to the times
in between peak and off-season as shoulder seasons. Not surprisingly, a traveler can
expect to pay the most for travel during peak seasons, the least during off-seasons and a
price somewhere in the middle during the shoulder season.
5.6 Summary
In this lesson, we have learned about destination geography including factors that
determine a destination’s appeal such as attractions, accessibility, costs and standards of
living, culture and climate. It is important to understand the world’s natural terrain and
features because this knowledge aids in developing effective travel plans for clients.
Next, we have examined the concepts of physical geography including continents and
oceans. Finally, we have learned about geography and patterns of tourism.
41
Yeoman, I. Durie, A. McMahon-Beattie, U and Palmer, A (2005): Capturing the Essence
of a Brand from its History: The Case of Scottish Tourism Marketing. Journal of Brand
Management. Vol 13, No 2: 34-147.
42
6.0 LESSON SIX:
TRAVEL FORMALITIES
6.1 Introduction
In this lesson we look at the various types of travel documents and the procedures
required for travel. You will learn how to access information regarding documents
needed when travelling internationally. This lesson emphasizes the need for accuracy
when supplying information on visa and passport requirements and customs and currency
regulations. In addition, you will gain information relating to other travel formalities such
as taxes collected by agents or paid individually by travelers, different forms of payments
to choose when travelling, health matters and why travelers should be made aware of the
need for travel insurance. All these items are fundamentals given to the clients by travel
agents.
43
Some countries allow joint passports. That means that two or more people travelling
together hold a single joint passport. The passport holder may also travel using the
passport without being accompanied by those who are also included on the passport,
provided those others included in the passport remain at the country of residence.
Having stated this, there are general rules useful to remember regarding the validity and
other information contained within passports. These include:
44
A passport remains a property of the issuing authority and can be withdrawn at
any time.
Family name
Given names
Nationality
Date of birth
Children
Sex
Place of Birth
Date of issue
Authority
Date of expiry
Observations
Holder’s signature
Holder’s photograph.
Most of the above will be self-explanatory, except for observations. This note may
contain no information or may for example state something like the following:
“This passport is issued in replacement of passport no. A419605 dated 13 th march 2008
reported lost.”
45
Seaman discharge books
Affidavits
Government-issued birth certificates.
6.4.1 Normal Passport: most countries issue normal passport, which complies with the
definition given in the previous section 2.3 as ‘an official document issued by a
competent public authority to nationals of the issuing country’ to enable one travel to
another country.”
6.4.2 Alien’s Passport: This type of passport may be issued to individuals living in a
country of which they are not citizens.
6.4.3 Children’s Identity Card: Issued by some countries only instead of a passport. It
is often not accepted by other countries. Therefore travel agents should ensure that the
country to which the child is travelling will accept such cards.
6.4.5 Other Passports: International Red Cross and Laissez-Passer travel documents
supplied to refugees. These are passports issued by international organizations such as the
United Nations and International Red Cross.
46
6.4.7 Other Travel Documents: These documents may not have the same legal effect as
passports, and may be valid only for travel between a limited number of countries and for
specified purposes.
The visa system assists immigration authorities in keeping records of whom and how
many visitors are likely to travel to and from a country. Visa regulations are drawn up in
a bilateral agreement between two countries. Under normal circumstances, once a visa
has been issued, then entry into the country should be granted. Travel agents should be
aware, however, that the final decision regarding entry into any country remains with the
immigration officials at the entry point.
It is important that an agent not to assume that travelers, no matter how well traveled they
are may know the travel regulations. Agents should therefore collect the following
information from the client in order to check visa requirements:
47
The agent will then consult the Travel Information Manual (TIM), which is produced in
book form on a monthly basis. Alternatively, TIM can be assessed via a computer
reservation system (CRS). TIM is up-dated each month and provides airlines, agents and
others working within the air transport industry with a valuable source of information
relating to government requirements for international travel. TIM also provides travel
agents with many of the answers to their client’s questions on the subjects listed below:
Passport
Visa
Health
Airport tax
Customs
Currency.
Note: Visas are extremely important documents and therefore travel agents should refrain
from making travel arrangements, which include a penalty for cancellation, until a visa
48
has been granted. Alternatively, clients must be advised on any cancellation fees in
advance.
Transit without Many countries have made agreements that allow other (TWOV)
visa (TWOV) nationals to transit their country without the need to obtain a visa.
The period of validity of TWOV will vary from one country to
another. You will find the specific regulations regarding how long a
passenger is permitted to stay in transit and how many times a
passenger may enter a country using the TWOV system in the transit
visa text in TIM.
Re-entry Where necessary, these permits entitle travelers to return to their
permits country of domicile.
Exit permits They entitle travelers to leave a country. These permits may be
necessary for citizens to leave their own country of domicile. Exit
permits may be required by foreign nationals to leave a country
through which they had been travelling or by expatriates.
Schengen visa Schengen is an agreement between several member states of the
European Union (EU) and effectively creates a ‘borderless’ region
known as the Schengen Area. Created in1985, Schengen states
49
comprise Austria, Belgium, France, Germany, Greece, Italy,
Luxembourg, Netherlands, Portugal and Spain.
Tourist cards
Visa waiver program.
Although not strictly visas, operating in much the same way as a visitor’s visa, tourist
cards entitle the holder to enter a country on a single trip for a specified period of time.
Extensions are normally allowed.
The Visa Waiver Program entitles citizens of specific countries to enter the U.S., for
example, for business or tourist visits of up to 90 days. Under the rules of the Program,
foreign nationals must enter the country by air or sea holding onward or return tickets and
using an air or sea carrier that has agreed to participate in the Visa Waiver Program.
50
Table 6.1 How to Obtain Passports and Visas
Passport Check-List Visa Check-List
Carefully read and complete an Complete an application form, which can
application form. This is normally be obtained from the country’s consulate or
obtained from the country’s immigration embassy
office or country’s consulate
Photographs are normally required, 1. Some visas require you to send in
details of how many, what photo size and photographs.
what color will be explained on the
application form. Some countries require 2. A fee is payable for many types of
a third party who has known the visa. Check the application form for
applicant for a minimum period of time details of how long the procedure
to sign the back of the applicant’s photo will take.
in order to verify identity.
Check that all evidence is included: 3. Some agents may be able to process
Photos, completed form and payment a visa application faster than an
individual
Check where the application is to be sent Send a visa application as far in advance as
and send it out far in possible. Clients may find it quicker and
safer to deliver the application for visas in
person. Passports sent by post office should
always be sent via a secure or registered
form of mail. Visas can take several weeks
even months to issue; travelling should
apply well in advance of the planned travel
date.
51
The TIM lists information on health requirements for individual countries. This
information can be found in the country pages under Section 3 Health.
The World Health Organization (WHO) collects and publishes individual country health
requirements in its booklet entitled “International Travel and Health.” However, this
official information does not always reflect actual practice at a point of entry to a country.
For this reason, agents are advised instead to use TIM as the source of reference on
health. TIM aims to describe exactly what is happening at airports.
In addition to health information listed under each country, a general information section
of TIM indicates different areas of the world where infectious diseases such as hepatitis,
cholera, plague and yellow fever exist. Other lists detail countries where malaria exists
and preventive treatment required. TIM offers good advice for travelers on how to stay
healthy while traveling.
52
how often over-the-counter drugs from one country may be illegal without a prescription
or even banned in another country.
Travelers should be wary of fruit juices, particularly if water has been added and with
drinks that contain ice. Make sure that fresh milk has been pasteurized and that dried milk
has been made up without boiled water.
6.10.3 Foods
Travelers must be careful of what they eat; the main points of hygiene are:
53
If an eating place looks clean and well run and if the vendor also looks clean and healthy,
then the food is probably safe. In general, places full of customers should be fine.
6.10.4 Nutrition
Travelers overseas on long trips and traveling rural areas should make sure their diet is
well balanced. Eggs, beans, lentils, rice and nuts are all safe to get protein. Fruit that can
be peeled is a good source of source vitamins. If food is limited or poor, it may be a good
idea to carry vitamin or iron tablets to supplement one’s diet.
In hot weather the tourist must ensure to drink enough, never rely to feel thirsty to
indicate when to drink. Not needing to urinate or very dark yellow urine is a danger sign.
The traveler should always carry a water bottle on long trips.
Respiration or breathing rate is also an indicator of illness. Count the number of breaths
per minute: between 12 and 20 is normal for adults and older children (up to 30 for
younger children and 40 for babies). People with high fever or serious respiratory illness
breathe more quickly than normal.
Potential medical problems that travelers are exposed to can be broken into three areas:
54
Many health problems can be avoided by taking care of one-self. Wash hands frequently,
clean teeth with purified water rather than with tap water. Avoid potential diseases by
dressing sensibly. It is possible to get worm infections by walking barefoot; walking over
corals without shoes can cause dangerous cuts. One can avoid insect bites by covering
bare skin when insects are around, by screening windows and beds or by using insect
repellant.
6.11 Summary
In this lesson we have so far been able to define a passport as an official document issued
by a competent public authority to nationals or to alien residents of the issuing country to
enable one travel to another country. We have also been able to distinguish various types
of visas and explain the procedures of obtaining the various travel documents.
In addition an explanation has been given on what international health certificates are and
how they can be obtained. Identification of common causes of healthy problems while
travelling has been done, with the description of preventive measures that a traveler
should always take into account given an elaborate coverage.
55
6.13 Further Reading
Bogdanovych, A. Berger, H. Simoff, S. and Sierra, C (2004) E-Commerce Environments
as 3D Electronic Institutions. Proceedings of EC2004 conference, Lisbon,
Portugal: 237-242.
Bogdanovych, A. Berger, H. Simoff, S. and Sierra, C (2006) Travel Agents vs. Online
Booking: Tackling the Shortcomings of Nowadays Online Tourism Portals.
Proceedings of the (ENTER’06) Conference, Lausanne, Switzerland: 418-428.
Britton, R (1978) The Image of the Third World in Tourism Marketing. Annals of
Tourism Research, v.6, n.3: 318-329.
Edgell, D. L. (1990) International Tourism Policy. Van Nostrand Reinhold. New York.
Gee, Chuck. Y., Makens, James C. and Choy, Dexter J.L. (1997): Travel Industry. Third
Edition. Van Hostrand Reinhold Publishing.
IATA (2001): International Travel and Tourism Training Programme. Montreal: IATA
Aviation Training and Development Institute.
Jackson, Ian. (1997): An introduction to tourism. Melbourne: Hospitality Press Pty.Ltd.
Pine, B.J. II & Gilmore, J. (1998) Welcome to the Experience economy, Harvard
Business Review: 97–105.
Rugg, D. (1973): The Choice of Journey Destination: A Theoretical and Empirical
Analysis. The Review of Economics and Statistics, vol. 55(1), MIT Press: 64-72.
Yeoman, I. Durie, A. McMahon-Beattie, U and Palmer, A (2005): Capturing the Essence
of a Brand from its History: The Case of Scottish Tourism Marketing. Journal of
Brand Management. Vol 13, No 2: 34-147.
56
7.0 LESSON SEVEN:
PLANNING TRAVEL ITINERARIES
7.1 Introduction
In this lesson, you will learn about planning travel itineraries by following basic
guidelines in five categories that include pace, interests, details, energy and routing. You
will also review resources for helping you to develop travel itineraries.
57
of asking questions to potential and existing clients about their needs and wants for their
travel arrangements.
Once a client has been properly qualified, the basic destinations have been identified, and
air and ground transport segments have been booked, it is time to plan the client’s travel
itineraries. Planning an itinerary involves:
When planning an itinerary, it is important to follow some basic guidelines that can be
broken down into five categories:
Pace
Routing
Interests
Details and
Energy.
7.3.1 Pace
Pacing refers to how quickly or slowly to follow some basic guidelines an itinerary
moves. Providing a comfortable pace for clients is essential to their enjoyment of the trip.
While it is frequently important to keep the itinerary moving, setting a pace that is too
rapid can overburden the clients and decrease their enjoyment. A client’s age and health
should also be considered when determining pace. Generally younger and healthier
clients can move at a faster pace, but this is not always true and each client should be
considered on an individual basis. Finally any disabilities need to be evaluated when
determining an itinerary’s pace.
58
Key learning point
A good rule of thumb for determining pace for self-driving clients is not to
exceed 150 miles or 240 kilometers per day, allowing for rest stops and
sightseeing along the way can improve the client’s enjoyment of the trip.
7.3.2 Routing
It is important as a travel agent to plan both an interesting and efficient routing for client.
Ideally, the route should be both scenic and practical. When possible avoid back-tracking,
doubling back or routing a client in circles. This is particularly important when routing
corporate clients because you will need to build the routing around the individual’s
business appointments. It is important to listen carefully to client’s plans and help them
assess if the plan is realistic within the framework of geography.
7.3.3 Interests
One very significant way to add value to your client’s trip is to match his or her interests
with corresponding activities and attractions along the way. To do this effectively, you
must talk to you clients and listen carefully to the type of activities and the manner in
which they describe their interests. It is helpful to provide a balance by planning some
variety into the trip. To do this, you can schedule a mix of recreational activities,
educational activities, and ‘frivolous activities’ into the basic itinerary. Determining and
matching interests takes practice and destination expertise, but the extra effort it takes to
practice and learn will be rewarded in the form of client satisfaction.
7.3.4 Details
No matter how clever an itinerary you have put together for your client, if you do not pay
attention to details, the itinerary may be a failure. Details include checking to make sure
attractions on the itinerary are open when your clients arrive, reconfirming all ground
handlers and transport, and even checking with your clients to make sure they have made
all necessary preparations including packing their passports and filling all essential
prescriptions. Paying attention to details may seem tedious, but imagine how
embarrassing it would be to reschedule a client’s visit to NKM, Nairobi on Monday only
to learn that the Museum is closed on that day.
59
7.3.5 Energy
Finally, matching the energy level of the client with the energy level and intensity of the
itinerary is another way to assure the overall success of the trip. When considering this
aspect, it is important to take note of how much walking certain destinations require,
whether or not the client is traveling alone or with a family that includes small children
and what type of travel experience the client is looking for. For example, a traveler in
search of a quiet beach vacation may not appreciate four scheduled activities per day. Get
a sense of your client’s energy level, listen to what they tell you they want, and then
match the itinerary based on your observations and experience.
60
(a) Planning Pro-Forma
When completing an itinerary Pro-Forma, avoid using codes and abbreviations. Give all
details in the clearest possible manner. This will greatly assist any other agency staff
member who may have to service the passenger at a later date and will assist the
passenger if the agency policy is to give a copy of the itinerary to the passenger.
RECOMMENDED TAX(ES)
PREVENTIVE
TREATMENT
PNR AIRPORT TAX(ES)
61
Your clients: Follow up with current clients and find out how their trips were.
Feedback, both positive and negative can be a valuable source of information.
Consider developing a database of clients and making notes about their experiences in
the database. This type of follow-up will not only give you valuable information
about the destinations and itineraries that you planned, but it will also help you build
rapport and establish client loyalty and trust.
Travel guidebooks: Libraries and bookstores carry large numbers of travel
guidebooks. Many of these guidebooks are quite helpful to travel agents.
National and regional tourist boards: Government tourist boards and offices offer
tremendous variety of useful information to the travel agent. You will be able to
gather information about the history, culture, geography, transport system, lodging,
museums, special agents and local currency. Many of these boards will send you
professional brochures, posters, videos, etc that can be used as part of your sales
process.
Periodicals: subscribe or utilize local libraries to locate appropriate travel articles.
There are dozens of excellent publications including National Geographic, Travel and
Leisure and Travel holiday magazines. In addition, there are a number of excellent
specialty magazines that focus on a particular aspect of travel such as SCUBA diving,
skiing, or boating.
Specialty journals: There are a variety of professional specialty journals that may be
of help to you as an agent. Topics include anything from art to zoos and frequently
include useful statistics to the travel industry. For example, Museum News may
publish an entire issue devoted to cultural tourism.
Travel industry organizations: Industry organizations are extremely useful sources
of information to the professional travel agent. Examples of these include Cruise Line
International Association (CLIA), Ecotourism Society, Dive Travel Industries
Association, and the Fishing Travel Industry Association.
Travel Industry journals: Publications including Travel Weekly, Travel agent and
Travel age are designed specifically for the professional travel agent. Consider
subscribing to one or more of these trade publications.
62
Confidential tariffs: many tour and ground operators offer publications for specific
destinations and countries that describe land services, rates for accommodations,
sightseeing and excursions, transfers, meals and other items.
Computers and Internet: Perhaps two of the greatest technological advances for the
travel agent are personal computers and the Internet. There is a variety of excellent
computer CD-ROMs that contain volumes of information about geography and
myriad travel issues and destinations. The Internet is also becoming an essential
source of information to the professional travel agent. Not only can a wealth of
information be obtained through the Internet but is also now possible to take ‘virtual’
tours of just about any destination in the world.
7.6 Summary
In this lesson, you have learnt about planning travel itineraries by following basic
guidelines in five categories. These include pace, interests, details, energy, and routing.
You have also reviewed resources for helping to develop travel itineraries.
1. What is an itinerary?
2. Describe the steps involved in the planning an itinerary.
3. True or False: When completing an itinerary Pro-Forma, avoid using codes and
abbreviations.
4. Ideally when planning a client’s itinerary, routing should be scenic and
practical. Discuss.
7.8 Activity
You would like to start practicing how to ask questions to get valuable information from
potential travel clients. Pick two or three close friends or business colleagues and ask
them about their past vacations.
63
Bogdanovych, A. Berger, H. Simoff, S. and Sierra, C (2006) Travel Agents vs. Online
Booking: Tackling the Shortcomings of Nowadays Online Tourism Portals. Proceedings
of the (ENTER’06) Conference, Lausanne, Switzerland: 418-428.
Britton, R (1978) The Image of the Third World in Tourism Marketing. Annals of
Tourism Research, v.6, n.3: 318-329.
Edgell, D. L. (1990) International Tourism Policy. Van Nostrand Reinhold. New York.
Gee, Chuck. Y., Makens, James C. and Choy, Dexter J.L. (1997): Travel Industry. Third
Edition. Van Hostrand Reinhold Publishing.
IATA (2001): International Travel and Tourism Training Programme. Montreal: IATA
Aviation Training and Development Institute.
Jackson, Ian. (1997): An introduction to tourism. Melbourne: Hospitality Press Pty.Ltd.
Pine, B.J. II & Gilmore, J. (1998) Welcome to the Experience economy, Harvard
Business Review: 97–105.
Rugg, D. (1973) The Choice of Journey Destination: A Theoretical and Empirical
Analysis. The Review of Economics and Statistics, vol. 55(1), MIT Press: 64-72.
Yeoman, I. Durie, A. McMahon-Beattie, U and Palmer, A (2005): Capturing the Essence
of a Brand from its History: The Case of Scottish Tourism Marketing. Journal of Brand
Management. Vol. 13, No 2: 34-147.
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8.0 LESSON EIGHT:
TAXES, CUSTOMS AND CURRENCIES
8.1 Introduction
In this lesson, we will be discussing preparations necessary to ensure an enjoyable visit
overseas. There include arrangements related to taxes levied by individual countries on
arriving and departing passengers and to import and export regulations and why these
regulations are imposed. Finally, the lesson examines issues related to currency, common
restrictions, changing money and alternative ways of paying for purchases and services
while travelling abroad.
8.3Taxes
Many countries levy various types of tax on travelers. Payment is collected on hotel bills,
car rentals, by port charges on cruises and other services. A departure tax is often charged
when travelers leave the country. Various transport or airport facility taxes may have to
be collected by travel agents upon sale of tickets.
Tax relating to air travel, collected by travel agents may be linked to the ticket price. Any
tax collected by agents must be recorded on the ticket coupon to show how much and
what type of tax has been collected.
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Taxes are levied for arriving, departing or transiting a particular or airport and are a direct
source of revenue for the government. Further taxes are collected for security procedures,
noise pollution, etc.
TIM provides information on those taxes collected at an airport. Clients should be
informed of any taxes that they are expected to pay, so local currency can be reserved for
this purpose. Note that TIM does not list information on taxes collected by travel agents.
Therefore, individual agents will provide their staff with chargeable tax procedures. In
computerized agencies, tax information can be obtained from the Central Reservation
System (CRS).
The number of taxes collected by agents on behalf of government has grown steadily. In
many countries this tax is as much as a third of the fare. Always remember to quote the
tax costs to customers as the same time as the ticket cost. This will avoid any
misunderstanding later.
8.4 Customs
Customs regulations govern the transport of articles and species from one country to
another. The regulations may protect one country’s population from the spread of
dangerous infectious diseases. Also there are regulations that protected endangered
species. The import and export of certain articles may be restricted or prohibited all
together. Import and export limits for permitted items may be exceeded, but if so, a duty
must be paid. The duty collected by customs officials is another direct source of revenue
for governments.
Most governments allow concessions on certain items. Such duty-free items include
tobacco, alcohol, and perfume. TIM describes the customs regulations of individual
countries on the quantities of duty-free items that may be imported or exported.
Personal effects such as clothes, jewellery, cosmetics, a camera, or laptop computer, etc
are not normally subject to restrictions because they are for personal use. TIM describes
regulations relating to the following:
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Passenger travelling with pets
With flora and fauna
Baggage clearance
Firearms, other weapons and small caliber ammunition.
Travel agents are often faced with questions from clients about exchanging foreign
currency, how much cash to take or what other form of payment to travel with. Often the
answers to these questions depend on many different factors including:
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In cities or rural areas, among others.
Travelers can learn more about budgeting by reading destination guidebooks. These
books provide useful maps and information on the local transport, cost and type of
accommodation, where to eat, sightseeing trips, festivals, shop opening hours and
holidays and maps. As a traveler agent, you should be able to recommend such good
books for your customers.
In the final analysis it is the traveler’s personal responsibility to decide how to finance the
trip, but travel agents should aim to guide the client regarding the security of funds whilst
overseas.
The following description provides various options and indications as to when one form
of payment is more appropriate than another.
(a) Cash
Cash is the easiest form of payment, but it carries the most risk. Cash lost or stolen
cannot be replaced without insurance and now more and more travel insurance policies
are excluding cash from their coverage. Perhaps the best advice is never to carry cash
over the limit stipulated in your insurance policy.
Cash limits on the import and export of local and foreign currency are illustrated in TIM
in the Section 6 Currency, under the country heading. In certain countries, the amount of
currency that may be imported or exported is limited. However, these limits are usually
set high enough so as not to affect the average traveler.
The basic rule is to discourage clients from carrying large sums of cash overseas.
However, some cash is necessary as certain items such as local transport cannot be paid
for in any other way. It is therefore important for the travelers to carry cash in small
denominations in the local currency or if you cannot obtain it, then in US dollars (USD)
or English pound (GBP).
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(b) Traveler’s Cheques
Some travel agencies are able to arrange issue of traveler’s cheques. This is one good
way to earn more revenue through extra services to customers. Otherwise, traveler’s
cheques are obtained from banks or foreign exchange bureaus.
Not all travelers’ cheques are equally acceptable. Certain countries prefer one brand to
another. It is always wise to check a guidebook as banks have been known to refuse to
accept lesser known brands. The well known brands include American Express, Visa,
Thomas Cook, Citibank, etc. Travelers should choose those brands that offer an ‘instant
replacement’ policy. Travelers must keep record of the cheque numbers and the initial
purchase details. Without this you find that the ‘instant’ is actually is a very ling time
indeed. Travelers should also keep a record of cheques cashed and keep these details
separately from the cheques themselves.
Clients must sign each cheque upon purchase and then again when the cheque is cashed.
It is important to warn clients to warn to countersign the cheques as this is used as a
method of identification. A second form of identification, normally a passport is required
before a bank or money exchange bureau will cash cheques.
Automated teller machines (ATM) are more and more common in cities and are
accessible 24 hours a day. Credit cards are safe and fees are often cheaper than using
traveler’s cheques. Travelers should not rely solely on credit cards as acceptability can
vary depending on how fast the credit card company is paying its bills. Travelers are best
advised to take another form of payment as a backup.
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(d) International transfers
If one needs money to be sent from home, nominate a large bank in a major city to
receive the funds. Avoid out-of the way branches, as they will be less efficient in
handling overseas transactions. A fee will be charged by a sending bank.
Telex, telegraphic or cable transfer is recommended. Avoid sending money by mail. One
will need to allow a period from several days to several weeks for the transfer to come
through. Check with the sending banks about the time required. Sometimes, for an
additional fee, funds can be transferred on the same day. One can also transfer money
through American Express or Thomas Cook.
8.6 Summary
TIM lists only those taxes that are collected from passengers at airports, and not those
that are collected by travel agents upon sale of a ticket.
Three letter currency codes for cities/airports and airlines are internationally
recognized and used throughout the air transport and travel industries.
Up-to-date travel guidebooks provide a very good source of practical information for
travel agents.
Travelers should known that some travel insurance policies limit the amount of
coverage for loss of cash and others do not cover loss at all.
Carrying a small amount of local currency is always useful and sometimes essential
to pay for local transport, food and drink and entrance fees.
Traveler’s cheques can be replaced if lost. Travelers must keep a record of individual
cheque numbers and the date and place where cheques have been cashed.
Traveler’s cheques will only be accepted if the holder is in possession of a passport or
other form of identification.
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1. Identify and explain taxes levied on the international traveler.
2. Explain custom duty and regulations
3. Evaluate and explain the various forms of payment available to travelers.
4. Describe a travel agent’s responsibility relating to information on taxes,
customs, and currency.
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9.0 LESSON NINE:
THE FIVE A’S ESSENTIALS TO A SUCCESSFUL
DESTINATION, BUSINESS REQUIREMENTS AND
COMMERCIAL SKILLS
9.1 Introduction
Destinations can only succeed in attracting visitors if they have a good choice of ways to
get there, places to stay, and things to do. Many destinations are seeking to attract
investment in each of these 5 A categories to broaden the range of choices for the
visitors. That holds out yet another earning opportunity for agents. Operating a
professional and efficient travel agency requires a good mix of qualifications and skills.
Some are unchanged from the past, others are new and emerging. This means having a
vision, sufficient cash flow and well-trained staff as well as being up to date with
information technology and having access to market intelligence.
Accommodation
Accessibility
Activities
Amenities
Attractions.
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People like to do different things when they travel. They come from different
backgrounds, they have different likes and dislikes, and of course different budgets.
Some like active holidays; others just want to sit on a hotel balcony enjoying a good
view, drink, and read a book. Yet some may want to play games and do shopping.
A destination has to cater in some shape or form to all these needs. The following
provides a description of some of the new trends emerging in each of these essential 5
A’s:
9.3.1 Accommodation
Accommodation provides places for people to stay. Once confined to hotels,
accommodation now includes hostels, camper-vans, inns, and lodges. At many
destinations, you can even stay at people’s homes under new holiday programmes called
home-stays, designed to bring you into contact with the local people.
9.3.2 Accessibility
No destination can function well unless there is a means of getting there such as airline,
bus service, railway line, or port. Lack of adequate accessibility is frequently cited as one
the major impediments to tourism development and investment in a destination.
9.3.3 Activities
Having reached the destination, what do you then do? Enjoy a game of golf or casino?
Go scuba-diving? Take a jungle trek? A river cruise? Destinations are working harder
than ever to broaden their range of activities in order to get people to stay longer and
spend more in their localities. Again this means more competition and hence more
opportunities for agents to sell emerging products.
9.3.4 Amenities
The sampling of local fare is one of the top draws of a destination. Restaurants, designer
bars and shopping plazas always attract their fair share of visitors. Having an active night
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life for the night-owls adds to the appeal. Travel agents who are specialists in various
destinations have to ensure that they remain constantly updated on such amenities.
9.3.5 Attractions
What is there to see? Some like to go to the local museums or art galleries. Others prefer
the thrill of an amusement park. Such attractions are particularly appealing for families
with children, one of the fastest growing holiday segments.
If you are handling special events like business meetings or conferences, you will also
have to focus on the facilities offered by the various hotels or conference venues to
ensure that they are up to standard and meet your clients’ requirements.
The travel industry has seen many instances of destinations losing both business and their
long term reputation because they have failed to adequately meet these standards. Travel
agencies have now access to various means of updating themselves about infrastructural
conditions at destinations such as:
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Nowadays there is a greater need for a broad cross-section of management, marketing,
financial, and technological skills that were perhaps less important in the past.
It is critical to have a good mix and balance of the skills and requirements of the past and
the future as detailed here below:
9.5.1 A Vision
Assuming that you want to build a really good travel consultancy, you will need to
perfectly clear about where you are today and where you want to be 10 years hence. This
is where you will have to decide how best to harness and channel your skills,
background, and experience in creating an outstanding company.
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9.5.4 Well-trained Staff
The second most important requirement is to have a well-trained staff. Unlike the
manufacturing business, which is capital intensive, ours is a service business, which is
‘friendliness-intensive.’ Staff needs to be well-trained in all elements of the travel
process, from product knowledge to legal obligations. They should be able to sell a
holiday in a fun way, but with full awareness of the business side. As one of the
fundamental changes taking place in the travel agency community, is the shift from being
‘order-takers’ to ‘sale--generators,’ good training substantially helps productivity and
efficiency.
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This helps you better service you major customers while thinking of ways to provide new
services to some of the less productive ones.
9.5.11 Creativity
Last but not least, creativity is fundamental to keeping you ahead of the game. This
ranges from creativity in coming up with business solutions to knowing when to apply
that little extra touch that wins you a new account. It involves being creative in the
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packaging of your products as well as creative in the way you decorate and design your
travel agency.
9.6 Summary
In this lesson we have learnt that:
There has to a good mix and balance between the basic 5 A’s that are essential to a
successful destination. These are accommodation, accessibility, activities, amenities,
and attractions.
Lack of adequate accessibility is frequently cited as one of the major impediments to
tourism development and investment in a destination.
Destinations are working harder than ever to broaden their range of activities in order
to get people to stay longer and spend more time in their localities.
The travel industry has seen many instances of destinations losing both business and
their long-term reputation because they have failed to adequately provide high
standards of infrastructural services and facilities.
Nowadays there is a greater need for a broad cross-section of management,
marketing, financial and technological skills that were perhaps less important in the
1980s.
Perhaps the most important business requirement is to have sufficient cash to support
the volume of turnover
The second most important business requirement is to have well-trained staff. Unlike
the manufacturing business, which is capital-intensive, ours is a service business,
which is friendliness-intensive.
A good understanding of information technology trends and issues is becoming
imperative. The travel business would cease to exist without the technology that
drives it.
In a highly competitive environment, it is not the biggest team that wins, but the most
efficient.
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9.7 Review Questions
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10.0 LESSON TEN:
CHARACTERISTICS, ATTRIBUTES AND SKILLS
10.1 Introduction
Due to its highly service-oriented nature, tourism and travel industry requires those who
work in it to have a broader variety of ‘high-touch’ or interpersonal and high technical
skills than other professionals. This means being efficient and courteous, patient and
resourceful. It also means being creative and having some ‘finer points’ that can make a
lot of difference in distinguishing you from others.
It is important to note customers come to the travel agency to get advice on where to go
and what to do. They want their travel plans booked and confirmed. Invariably, they want
the best price. Often, they will chop and change their itineraries. They want all this done
professionally, thoroughly and politely.
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To be able to deliver that service and clinch that sale then becomes your most important
function. In order to do that, you will need:
Creativity: Look at the customer, analyze his or her needs, ask proper questions and
then make creative suggestions. Do not forget that person has come to you for
something that he or she could not find by herself on the Internet or elsewhere.
A love for the job: Are you enjoying what you are doing? You should be. If not, it is
time to look for another job.
Communication and presentation skills: ability to present information and about your
product in a persuasive, courteous and pleasant manner.
Service-mindedness: Never forget that what people are buying from you is something
they have worked very hard to save up for. Some may be first-time travelers. Others
may be veterans. Either way, they expect you to provide that service. The one thing
that the Internet cannot provide is the emotional link of eye contact, a pleasant smile,
and a warm handshake.
Resourcefulness: Clients often ask difficult questions, and are certainly going to shop
around. If you do not have the information they want, you need to know where and
how to get it.
Patience: Even after doing your best, you may lose the business. No one can win all
the time. You must be able to put these losses behind you and look forward to the
next challenge.
A cool head: Handling customer complaints is becoming an art itself. Cooling down
irate clients, talking them through their problem and solving it, is becoming a skill
worth its weight in gold. If you have a background or interest in psychology, this
could well be a good field to specialize in.
10.4 Qualifications
The following are major qualifications for a travel agent working in the travel and
tourism industry:
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(a) Multi-cultural Background: It is assumed that whoever is working in this industry
have been exposed to different cultures in their young days such as in school or
university, which is a major asset.
(b) Language skills: The importance of this will rise significantly in the next few years. If
everyone speaks some English in a global world, your Unique Selling Proposition
will lie in your ability to communicate with people of different t cultures and also in
their own language.
(c) Good Organizational Skills: The complexity of travel and tourism industry requires a
human touch to simplify and sort out. Being able to organize well is a major asset in
terms of increased productivity and low wastage of time and money.
(d) Professional Integrity and Ethics: True in any profession, but especially in travel,
which has its fair share of swindle and scandals. Customers are buying a product they
have neither seen nor experienced. Are you offering them the best option?
(e) Team Spirit: No company can survive without it. We are all parts of a much bigger
machine. If the parts do not do the job they are designed and programmed to do, the
machine stops functioning. It is as simple as that.
(f) Good knowledge of Geography: Where are the Wasini Islands? Which is the tallest
mountain in Kenya and where is it located? Where is Maasai Mara? Do you know the
seventh wonder of Nature? Where is it located in Kenya? Even if you did not study
them in school or university or any college, there is no shortage of tools to help you
with geography, from CD-ROM atlases to travel guidebooks, magazines and TV
programmes. Of course, there is Internet too.
(g) Finance, Accounting and Managerial Skills: Imperative if you want to move the
corporate ladder. To rise through the ranks, you need to be good at strategic planning
and deal-making. Your persuasive skills have to be next to none.
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Here are a few tips, which are in line with the changes taking place in the industry at
large:
Knowing your customer has many advantages because it helps you understand to whom
to sell, what to sell them, and when best to sell to them. You when people travel, where
they went last time and where they might be interested in going next.
Know your product: If you know what you are selling, you can generally find
someone to sell it to. Let’s say you decide to specialize in mountain-climbing
holidays. If you present yourself as a leading authority on this and are quoted in the
media interviews, look at the free publicity you generate for yourself each time the
issue is covered in the media.
Focus on time and money factor: In an era when time is money, saving someone
time can mean money. Saving a lot of people a lot time can mean a lot of money. Can
you provide your customers with products that can get them the best possible value
for money in relation to the time they have available?
Balance your business: Do not over-expose yourself to any one market segment,
supplier or country. Establish a good mix of each. This will protect you against
unforeseen problems that could affect any one of them.
Stockpile an inventory of little touches: look after your customers with as much
care as you give to your family. Sent a bunch of flowers on birthdays, a greeting card,
and a bottle of wine. One agent is reported to have offered to take care of a family
dog while the family was away on holidays. If you know your customers well, there
is no shortage of little touches you can impress them with.
Focus on the advice factor: If you are going to ask customers to pay for advice in
future, you will need to make sure that your advice is will be the best money can buy.
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Make sure you are fully up-dated, from changes in visa regulations to the best way to
get more frequent flyer points.
Think Small: Being big does not necessarily mean being successful. Small
companies can be relatively more successful, that is, they can make more money from
handling fewer people. Running small companies also allows you to provide better
customer service.
10.6 Summary
In this lesson you have learnt:
The characteristics, attributes, and skills of successful travel agents needs, which
include creativity, a love for the job, communication and presentation skills, service-
mindedness, resourcefulness, patience, and a cool head.
In the changing world of travel and tourism industry, a combination of high-touch and
high-tech skills are necessary to work productively and efficiently in the industry.
Never forget that what people are buying from you is something they have worked
very hard to save up for
If you have been exposed to different cultures in your young days such as in schools,
university or college always helps. It further enlivens the process.
It takes more than skills and qualifications to build a successful career of a profitable
business. It takes creativity and savvy. Getting started in important, but knowing how
and when to it can be equally critical to success.
1. Customers come to an agency only to look for the best price. Discuss.
2. Explain how one’s ability to speak several languages and being comfortable with
different cultures can significantly affect your business.
3. Describe the attributes and characteristics of a successful travel agent.
10.8 Activities
Go to a local airport and position yourself near the check-in counter of a departing flight:
Observe the procedures followed by staff as they deal with different kinds of
passengers. You will, for example, see people with overweight baggage trying to
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convince the staff to reduce or waiver the excess baggage payment; passengers
catching connecting flights inquiring about what could happen in case of delays;
people without visas for the country they are going to.
Jot down a check list of the various problems you see. Importantly, see how the
check-in staff handled the problems.
Do this several times, selecting different airlines each time.
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11. 0 LESSON ELEVEN:
THE ROLE OF THE TRAVEL AGENT IN THE
TRAVEL AND TOURISM BUSINESS
11.1 Introduction
Change brings both opportunities and challenges. In spite of claims that travel agents are
going to be bypassed, a huge number of opportunities are emerging that will require the
management and organizational skills of a professional travel consultant. Most
significantly, hundreds of companies out there are more than eager and willing to work
with the agents in selling their products, which are among the most perishable
commodities on the planet.
Travel agency is not supposed to be a boring, stereotypical job in which you sell the same
product every day. It is a sophisticated, specialized business that requires travel agents to
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master everything from knowledge to selling skills to the complexities of distribution
systems, which of course, include knowledge on the demographics of the local
communities. The beauty of change today is that a travel agent or consultant can work not
only in travel agencies, but also in a number of companies, organizations, societies,
educational institutions, or anyone else who requires the help of a professional travel
manager.
(a) Jobs
Travel and tourism industry employ an estimated 100 million people worldwide. The vast
majority of these jobs are in small and medium sized, family-owned enterprises. Research
shows that job creation in tourism is growing one-and-half times faster than any other
industrial sector.
Tourism jobs and businesses are usually created in the most underdeveloped regions of a
country, helping to equalize economic opportunities throughout a nation, and providing
an incentive for the local population to remain in rural areas rather than move to
overcrowded cities.
(b) Infrastructure
Travel and tourism stimulates enormous investments in new infrastructure, most of which
help to improve the living conditions of local residents as well as tourist. Tourism
development projects often include airports, roads, marinas, sewage systems, water
treatment plants restoration of cultural monuments, museums, and nature centers.
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(c) Tax Revenue
The tourism industry provides governments with hundreds of millions of dollars in tax
revenues each year through accommodation and restaurant taxes, airport user’s fees, sales
taxes, park entrance fees, employee income tax, and many other fiscal measures.
The agent sold seats and rooms to the travelers. In return for the agent’s investment in
staff, office space, phone, and telex systems, he was paid a commission, which was
usually 9% of the cost of the ticket or 10% of the cost of the hotel room. This was simple
and straightforward business.
However, times have changed with the arrival of Internet. Everything is gone global.
New marketing alliances emerged. Database management became relatively easier. In
turn, product suppliers decided they could find other ways of selling their products
directly to consumers. The airlines began by re-thinking their commission payment
schemes. Hotels have not yet followed suit. Most of them are already offering net rates
(free of commissions) to the major travel agency groups.
There are more than million travel agents worldwide. In many parts of the world, they
still command influence in the travel decision process. Thus for every company seeking
to exclude travel agents, there are others waiting to use their services. For example:
The Marriot is one of the few hotel groups that publicly announce the volume of
commissions it pays to travel agents that has been going up every year.
Small luxury hotels of the world says that travel agents helped boost its central
reservations
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In the 1999, Radisson-SAS Hotels launched a global scheme to persuade agents to
sell meetings at its hotels at commissionable rates
Some cruise lines say repeatedly and emphatically they have no intention of selling
their products direct to consumers and instead are coming up with new training
programmes designed to persuade travel agents to sell cruse instead of land-based
tours.
However, they have to learn to generate sales not just to take orders. They have to be able
to find the product best suited to the client’s needs and see how best to reshape and re-
mould it accordingly. That is what is keeping everyone happy: the customer, the product
supplier, and you, the professional travel consultant.
Show them off in order to have them appreciated by the maximum number of
people possible, and
Make money.
If you, the travel agent can bring more people to those creative places and help the
investors make money, you have every right to make money too, for helping both the
visitors and the investors.
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11.7 What is it being sold?
The simple fact is that competition among travel industry suppliers is at all-time high,
and it is increasing everyday. Thousands of hotel rooms are opening somewhere
everyday. Thousands of airline seats, hotel beds, cruise berths, and tour coach seats are
all waiting to be sold, day after day. The travel industry sells the world’s most perishable
products. An unsold seat or room is revenue lost forever.
The job of the travel agent is therefore to sell those seats, berths, and beds, and get paid
for it on a commission basis.
Products are becoming complex too. Just keeping track of frequent-flyer points, shifts in
airline alliances, and the different offers from hotel groups can make the job of the agent
very difficult. Computer Reservation Systems (CRS) codes, visa regulations, fair
construction details, and terms and conditions (the fine print) attached to every product
add more complexities. Consumer protection rights mean that the threat of legal action is
omnipresent. Customers are not loyal. With various suppliers to choose from, and
constantly looking to try different things, they frequent change agencies if they can find
one that gives them a lower price.
It is mistakenly claimed that the only reason why customers go through travel
agencies today is to have someone to blame and sue for compensation should
something go wrong on their holiday (IATA, 2001).
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Things can and do go wrong. Most of them are out of the agent’s control. Weather
conditions delay flights or security considerations require re-routing of a tour itinerary.
Though these problems seldom occur, sorting them out for demanding customers can
lead to an inordinate waste of time, money, and resources for small and medium-sized
travel agencies.
It is during such times that you really need to be in love with your job and the many
wonderful opportunities if offers. You need to keep things in perspective and not to let a
few negatives outweigh the many more positives.
On the business side, the financial pressures of being a small or medium-sized agent can
be heavy. Many such agents unable to manage the pace of change and unable to compete
are selling out to large global chains, which are themselves consolidating in order to
improve their negotiating power with airline alliances and global hotel chains. This is
affecting the medium-sized agencies most. The giant agency groups have an advantage
that they can negotiate the best price and compete amongst themselves for market share
and volume, based largely on price and diversity of product. However, the small agents
continue to do business with a select clientele that like personalized services and do not
mind paying for it.
Regardless of the changes taking place, the core business remains the same: selling
destinations and experiences along with the means of getting to those destinations, that is,
a place to stay and things to do. This is supported by the travel agent’s major advantage:
being certified and governed by various laws and regulations that require them to do
business in the highest professional manner. These laws do not always apply when
consumers choose to make direct bookings over the Internet. However, that is their
choice. As long as the agents can provide the highest standards of service and the best
possible products supported by some plain, old-fashioned friendliness and value-added
‘little touches,’ they should be able to retain their customers.
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11.9 Summary
In this lesson, we have learnt that:
Selling travel is both a science and an art. An art in terms of the places we sell and the
richness of the cultures that we enjoy, and a science in terms of managing the
business side of it.
Working in a travel agency is not a boring, stereotypical job in which you sell the
same product day after day. It is becoming an increasingly sophisticated, specialized
business that requires mastery of everything from product knowledge to selling skills
to the complexities of distribution systems.
Tourism is the world’s largest growing industry with no signs of slowing down in the
first century.
News of the death of travel agent has been greatly exaggerated. What is dying is the
way the travel agents do business, not the agents themselves.
For every company seeking to exclude travel agents there are others waiting to use
their services.
A major change taking place is that the age of the generalist is being replaced by the
age of the specialist. Agents now have an opportunity to sell health holidays, culinary
tours, sports events, exotic railway journeys, adventure travel as well as whale and
bird-watching tours.
The breadth, depth and continuing growth of the industry means that there are
opportunities for everyone, provided they are willing to raise standards, develop
expertise and work hard.
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Edgell, D. L. (1990): International Tourism Policy. Van Nostrand Reinhold. New York.
Gee, Chuck. Y., Makens, James C. and Choy, Dexter J.L. (1997): Travel Industry. Third
Edition. Van Hostrand Reinhold Publishing.
IATA (2001): International Travel and Tourism Training Programme. Montreal: IATA
Aviation Training and Development Institute.
Jackson, Ian. (1997): An introduction to tourism. Melbourne: Hospitality Press Pty.Ltd.
Rugg, D. (1973): The Choice of Journey Destination: A Theoretical and Empirical
Analysis. The Review of Economics and Statistics, vol. 55(1), MIT Press: 64-72.
Yeoman, I. Durie, A. McMahon-Beattie, U and Palmer, A (2005): Capturing the Essence
of a Brand from its History: The Case of Scottish Tourism Marketing. Journal of Brand
Management. Vol. 13, No 2: 34-147.
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12.0 LESSON TWELVE:
TOURISM SOCIOECONOMIC IMPACTS
12.1 Introduction
This lesson examines the socioeconomic impacts and tourism industry. It provides an
opportunity to understand what can be done to make the most of the positive impacts,
while at the same time reducing the negative effects. This lesson is written in two
sections. First it looks at the positive impacts of tourism and this is followed with a
description of negative impacts.
But first of all let us examine the positive impacts, which tourism has on people.
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services will benefit businesses in which the money has been spent. The additional
revenue allows the employment of people who will in turn themselves have money to
spend locally.
The contribution of tourism to a local area is often greater than is at first apparent. This is
because of the multiplier effect. This suggests that money spent on goods and services
helps to boost the local economy because a proportion of the money originally spent then
circulates among other local businesses. The money generated multiplies because of all
the local people who themselves have money have more money to spend on goods and
services.
Local councils also benefit from tourism in that tourists spend their money in council
operated facilities such as leisure centers, museums and car parks.
(b) Employment
The creation of income from tourism is closely bound up with employment. According to
Hayward (2000) almost one in every fourteen people in the world is employed either by
the tourist industry or as a result of the tourist industry. The multiplier effect on
employment is similar to that on income. When tourists visit an attraction, jobs are
created directly. These jobs support families who in turn require their own goods, which
give rise to indirect employment in the area for shops, pubs, leisure centers and clubs,
among others.
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Service stimulus, which may include the likes of insurance, financial services and
communications and thus creating further jobs and training opportunities.
(c) Promoting a positive image of an area
Tourists travel to destinations in order to see the man-made and natural attractions of the
area. When these attractions are kept in good condition, they create positive images for
the area and ensure that people continue to go to the attractions. This is normally good
since it promotes a sense of pride and can increase the popularity of the area.
Tourists themselves can be altered by their holidays. They may change their views of
other cultures and develop respect for the culture and tradition of other people. They may
feel a need to conserve and promote the culture of the area they visit. Tourists may return
home and influence friends and relatives with new views and opinions.
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Other facilities enhance the scope for recreation for local people. Moreover, if it were not
for tourism that provides financial support such facilities would not exist. Many local
businesses would not survive without the tourist population and the money brought in
from outside. Without tourism some areas would certainly be poorer. Therefore the
existence of shops and other businesses supported by tourism helps to keep communities
a live and active.
Public transport could be badly affected without the boost in population brought about by
tourists. It could lead to a reduction in the frequency or the number of bus or train
services. It could also reduce the viability of taxi businesses in communities if there is
less demand for the taxis. The loss of or reduction in transport services would cause some
severe hardship, especially for rural communities.
Businesses whose survival is aided by such tourist population increases include retail
shops, accommodation (hotels, guest houses), catering (cafes, restaurants, public houses),
and entertainment (cinemas and theaters).
Health tourism originated in the belief in the curative power of climate, mineral springs,
and other environmental conditions. The therapeutic value of mountain air, mineral water
and sunshine led to the emergence of spas in different parts of Europe. Wall and
Mathesion (1995) point out that tourism and health are linked in three ways:
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The betterment of health is a common motive for travel;
The standards of public health in destination areas contribute to the quality of the
tourist product;
Disease may be contracted by tourists in one place and transferred to other
destinations or their home.
One of the most ancient links between travel and health is the taking of waters at mineral
and hot springs. Health tourism as defined by IUOTO (1973) is the provision of health
facilities utilizing the natural resources of the country, in particular mineral water and
climate. Many other health establishments and rest homes with minimal dependence upon
natural resources such as health farms should added to this definition.
Tourists like any other travelers crossing an international border have a duty to conform
to the health formalities in force but at the same time can be expected to be protected
against risks during their stay. The interests of the tourists and the destination area are
served by the provision of high quality health facilities. As Richard (1973) pointed out
that people go on holiday above all for a change to indulge in sports in a different climate
and to enjoy local amenities but no matter how excellent the amenities provided, tourists
attach the utmost importance to their health and comfort.
Tourism can also contribute to the maintenance and improvement of public health
facilities in destination areas because it provides additional sources of revenue which can
be invested in their upgrading. However, tourism also induces pollution which may be
conducive to the development of disease. Thus, paradoxically tourism can aid in the
improvement of public health facilities in destination areas and at the same time lead to
deterioration in standards of health.
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meet with people who will become friends. The leisure and tourism industry is people-
based. Working in these centers can lead to friendships with colleagues and the public.
(i) Better community spirit
Facilities like village halls and community centers provide a focal point where people can
meet. They are usually run by volunteers for the benefit of the local community. A
community spirit can be built up if volunteers work together to organize activities for the
local community such as playgroups, yoga, flower arranging or bridge. Not only do these
facilities encourage socializing they can also provide a place where people have the
chance to learn a new hobby, like photography, still life painting, or a sport like table
tennis.
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This is an all-embracing concept, which means an introduction of foreign ideologies and
ways of life into societies that have not been exposed to tourist lifestyles. The
demonstration effect can be advantageous if it encourages people to adapt or work for
things they lack. However, the effects of foreign domination of the industry and the
impacts of tourists who parade symbols of their affluence to interested hosts are
detrimental. According to UNESCO (1976) at the outset, hosts may develop an inferiority
complex, which sets off a process of imitation. The weaknesses of the tourists are quickly
perceived and subsequently exploited. A dual pricing system often develops and
bargaining may be required for the purchase of goods and services in order to balance
these tendencies of merchants exploiting the ignorance.
(d) Neo-colonialism
This is a view that tourism is a new form of colonialism and imperialism. According to
some writers the growth of tourism in these destinations has been only a change in the
form and magnitude of travel without a major alteration in its colonial quality. Although
the legal ties between the metropolitan powers and tourist destinations changed as many
developing countries received independence, the economic relationships between them
have remained essentially the same. This condition has prompted the charge that tourism
is a neo-colonial activity.
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Many developing countries have grown to depend upon tourism as a means of
securing revenue. However, their success depends in part on their willingness to
accommodate fully the needs of tourists. The West Indies, for example, waived taxes
and import restrictions, developed appropriate infrastructures and relaxed
environmental safeguards in an attempt to encourage the development of the tourist
industry. In other words, their political and economic priorities and organization have
been directed towards the satisfaction of the demands of tourists.
The development of tourism may be accompanied by one way transfer of wealth from
the destination area to points of tourist generation. It has been shown that there is a
high leakage, which leaves very little profit in the destination area. This is because a
large proportion of the goods and services which are consumed by the tourists are
imported from the place of tourists’ origin, and thus most of the profits are transferred
to these points.
Employment of non-locals in professional and managerial positions and the frequent
existence of foreign, absentee employers have also provoked charges of neo-
colonialism. These features also contribute to high leakages through the remittances
of salaries and profits to the tourist generating countries. According to Bugnicourt
(1977) these situations especially for African tourism can be described as ‘tourism
with no return.’
(e) Prostitution
Prostitution is considered to be the oldest profession, which formed part of the ancient
society as travel. It certainly existed prior to the growth of mass tourism. According to
Wall et al (1995) one might expect one or more of the following hypotheses to explain
increases in prostitution in tourist resorts:
The processes of tourism have created locations and environments which attract
prostitutes and their clients;
By its very nature, tourism means that people are away from the puritanical bonds of
normal living, anonymity is assured away from home, and money is available for
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hedonistic spending. These circumstances are conducive to the survival and
expansion of prostitution.
As tourism affords employment for women, it may upgrade their economic status.
This in turn, may lead to their liberalization and eventually to their involvement in
prostitution to maintain or acquire new economic levels.
Tourism may be used as a scapegoat for a general loosening of morals.
Advertising which exploits the four Ss of tourism – sea, sun, sand and sex through the use
of erotic pictures and saucy slogans has created images for some destinations as havens
for sexual enjoyment. The alleged permissiveness and promiscuity of the inhabitants has
even become a selling point. Attitudes of residents, for example, the Seychelles towards
sexuality have been called ‘happily amoral.’ These attitudes coupled with the aspirations
of local women for western economic status, form a foundation for the proliferation of
prostitution. Unfortunately the Seychelles has one of the highest rates of venereal
diseases in the world.
(f) Crime
Crime in holiday resorts can increase if local residents see tourists as wealthy targets. In
places where the local population may be poor, the only benefit of tourism for them has
nothing to do with job creation and wealth but is an opportunity to gain from tourists
illegally.
On the other hand, it is sometimes tourists who are responsible for increased crime rates.
This may be, for example, as a result of destructive behavior, usually associated with too
much alcohol and other drugs. According to Lin and Loeb (1977) the following three
factors are critical in influencing relationships between tourism and crime:
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In summary tourism contributes to an increase in crime, especially on a seasonal basis. It
does this through the generation of friction between the host population and tourists,
which may be manifest in criminal activities. In addition, the target for criminals is
expanded and situations are created where gains from crime may be high and the
likelihood of detection is small. The effects of crime on host community appear to be:
(g) Gambling
Gambling like prostitution is not endemic to tourism. However, it has been largely
responsible for the fame and notoriety of many tourist destinations such as Monte Carlo,
and Les Vegas. In spite of the concern on the part of local police and church groups that
gambling would attract organized crime, prostitution and violence, casinos are legalized
in the hope that they would:
The increasing interest in the use of casino gambling as a means of reviving resorts has
been associated with growing concern for the problems that follow. According to Pizam
(1978) because of its side effects gambling was perceived as one of the most undesirable
consequences of tourism by residents of Cape Cod.
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(h) Religion
Religion has been a powerful force which has long caused people to travel to religious
centers in many parts of the world. Travel to the ancient cities of Palestine and
Christendom, Mecca, Medina and Bangkok is not new. According to Ritter (1975)
pilgrimages by the Persian Shiites to their sacred death-place at Kadhimain in Iraq, by the
Jews to Jerusalem and by the Sunnis to Medina can be described as ‘tourism of the
dead,’ a form of travel which is little known in the western world.
Although tourists of Western Europe do not often travel for spiritual reasons to their
aspired burial place, they are often motivated to travel because of religious affiliations or
curiosity. The peak tourist periods in Jerusalem and Damascus during Easter and the time
of Passover are partly a result of the spiritual devotion of Western Christians. Rome or
more specifically the Vatican attracts Catholics from all parts of the world. The
cathedrals of England have become such popular tourist attractions that their fabrics are
threatened by pressures from visitors (English Tourist Board, 1979).
According to Wall and Mathesion (1995) relationships between tourism and religion have
changed from their traditional form. Holy places such as Jerusalem, Mecca and Medina
have become tourist destinations for visitors lacking a strong spiritual motivation. Anti-
western sentiments has increased in such places because of political factors and because
locals and devout pilgrims find that their living conditions and religious experiences have
been marred because of frequent photography, the proliferation of signs and rowdy
behavior. Thus, conflict is arising between locals, the religious devout tourist and the
curious visitor. There is concern that holy places are being developed for tourism and this
is detracting from the religious significance which has made them famous.
The church has exploited tourism for its own benefit. Tourism is being used as a source
of revenue. A collection box is often found at entrances and exists to cathedrals and
shrines, and souvenir booklets and postcards are frequently displayed for sale. In some
churches guided tours are conducted and donations are requested on leaving. This
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situation is not the prerogative of any one religion or culture: it is prevalent in the temples
of India as in the cathedrals of Britain.
(i) Language
White (1974) identified three ways in which tourism can lead to language change:
Through economic change: the new jobs associated with expanding tourist
development are frequently not filled by local residents and immigrants are hired. A
shift towards the use of the immigrant’s language may occur as they exert pressure on
local residents to speak their language.
Through the demonstration effect: tourists’ portrayal of their material and financial
background, and their attitudes and behavior, may introduce new viewpoints and
stimulate a broader interest in non-local affairs within the indigenous community.
Aspirations of achieving similar status on the part of hosts may prompt them to
replace their own language with that of the tourists.
Through direct social contact: this involves direct communication between tourists
and hosts. Although it may occur under a variety of circumstances, workers in the
retail and service sectors may be required to converse in the tourists’ language, for the
latter may not be able to speak the local language.
12.4 Summary
The issues which have been examined in this lesson indicate that socioeconomic effects
of tourism have influence on the host communities and vice-versa. These impacts can be
positive and negative. However, the creation of a balance between the positive and
negative effects should be a challenge for the tourism industry and policy makers.
1. What are the positive economic impacts on a local area by the development of a
new tourist attraction?
2. Why does the price of goods rise in tourist areas?
3. Why is there an increase in crime during peak season at holiday destinations?
4. How can tourism offer people a better way of life?
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10.6 Further Reading
Foley, M., J. Lennon, and G. Maxwell eds. (1997): Hospitality, Tourism and
Leisure Management: Issues in Strategy and Culture. London: Cassell.
John Lea (1995): Tourism and Development in the Third world. Routledge:
London.
Mathieson, A. and G. Wall (1995): Tourism economic, Physical, and Social
Impacts. Longman Group Limited: Singapore.
Ritchie, J.R. and Goeldner, C.R. (2003): Tourism Principles, Practices and
Philosophies; Ninth Edition: John Wiley & Sons, Inc.
Robinson, H.A. (1976): Geography of Tourism. London: Macdonald and Evans.
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13.0 LESSON THIRTEEN:
ENVIRONMENTAL IMPACTS OF TOURISM
13.1 Introduction
This lesson is about the impact of tourism on environment. It deals with both positive and
negative effects which indicate that the environment of places has contributed to the birth
and progress of tourism as well as a wide range of negative effective the tourism industry
has on the environment.
(a) Conservation and the preservation of natural areas, archaeological sites and
historical monuments have emerged as important spill-over benefits of tourism. In
turn, the protection of these prime tourist resources enhances and perpetuates tourism
by maintaining its very foundation. The tourist industry has as much interest in
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maintaining a quality environment as an organization specifically dedicated to that
cause.
(b) Wildlife and forest reserves have been established and large tracks of scenic land
have been preserved partially because of their ability to attract tourists. Conversely,
local tourist offices, tour companies and hotels complement their own facilities by
organizing guided hikes and camp trips along authorized trails. In this way tourists,
who on their own may have little interest or lack the means to engage in such
activities are able to enjoy viewing wildlife, vegetation and scenery.
(c) Tourism can also be credited with extending environmental appreciation. The
tourist industry has discovered, made known and rendered accessible specific regions
and aspects of nature. In Switzerland, for example, mountain vacation in winter was
relatively unknown until after the development of mountain railways and sports
resorts. Also the use of mineral springs of which Switzerland has many, has increased
over the past few decades of rapid tourist growth. Similar examples are found in
Canada with ‘ecotours’ into the Canadian tundra, an area not visited previously by
people other than scientists and hunters.
(d) In the absence of an attractive environment, there would be little tourism. Ranging
from the basic attractions of sun, sea, and sand to the undoubted appeal of historic
sites and structures, the environment is the foundation of the tourism industry.
Tourism if it is to be successful and sustained actually requires the protection of the
scenic and historical heritage of destination areas. The protection of such prime
attractions has come to be viewed as an investment as the economic potential of
tourism has become more widely recognized. This is also a compelling reason for
planning and development agencies to concern themselves with environmental issues.
Cohen (1978) concluded that such actions are more often than not politically
defensive since conservation and preservation measures can be presented to the
public as being economically necessary and not simply as a means of satisfying
tourist demands.
(e) Tourism can assist conservation more directly than by merely promoting its
initiation and continuation. Tourism provides both the incentive for conservation and
the economic means by which such measures can be carried out. According to Beck
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and Bryan (1971) many historic houses, villages, old churches and so on could not be
kept in a proper state of repairs without tourist money. This is because given a
reasonable influx of tourist money it is usually possible to keep the tourist nuisance at
an accepted level.
(f) Tourism has provided an impetus for the conservation of natural resources. The
establishment of national parks in Africa constitutes a good example of the ability of
tourism to stimulate conservation. Before Tanganyika now the Republic of Tanzania
received independence in 1961, it was predicted that African wildlife would be
destroyed once European control was relaxed. Not only have such fears been
unfounded, national parks in Tanzania and other parts of East Africa have increased
greatly in number and strength (Owen, 1969). Increasing recognition by East African
governments that tourism may contribute to foreign exchange earnings has stimulated
a corresponding realization of the need for the conservation of natural resources
which appeal to the tourists, particularly wildlife. For example, Lake Manyara
National Park at the floor of Great Rift Valley is a well-known haven for wildebeest,
water buck, giraffes, zebras, lions, leopards, and flocks of flamingos and pelicans
(Netboy, 1975). Thus tourism has fostered the protection of these diverse species as
they serve as major attractions for both domestic and international tourists.
(g) The establishment of parks requires additional justification to that of wildlife
preservation. Tourism development through the creation of parks, generates other
benefits as secondary effects of conservation. These include net gains in foreign
exchange, creation of employment within the park and in ancillary tourist services,
the fostering of demand for locally made products, and the hastening of
infrastructural construction. Such effects are justifications for the expansion of
African national park systems. Moreover it can be argued that the economic benefits
derived from the use of such areas for tourism far exceeds those which would be
yielded from agriculture. Netboy (1975) observed that Africa has an enormous
comparative advantage over the rest of the world in producing wildlife and can do it
on land unsuited to almost anything else.
(h) Finally, tourism has been responsible for the introduction of administrative and
planning controls, which have been adopted in order to maintain the quality of
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environment and to ensure the provision of satisfying experiences for visiting tourists.
Measures vary from site to site and from country to country depending on the
resilience of the protected area or attraction, the nature and intensity of tourist use,
and the political structure of the bodies initiating and administering the controls.
Unfortunately many such measures have emerged as a result of the physical
deterioration of sites and attractions from uncontrolled and excessive use.
On the other hand, tourism has the potential to create beneficial effects on the
environment by contributing to environmental protection and conservation. It is a way to
raise awareness of environmental values and it can serve as a tool to finance protection of
natural areas and increase their economic importance.
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(b) Water Resources
The tourism industry generally overuses water resources for hotels, swimming pools, golf
courses and personal use of water by tourists. This can result in water shortages and
degradation of water supplies, as well as generating a greater volume of waste water. In
drier regions like the Mediterranean, the issue of water scarcity is of particular concern.
Because of the hot climate and the tendency of tourists to consume more water when on
holiday than they do at home, the amount used can run up to 440 litres a day. This is
almost double what the inhabitants of an average Spanish city use.
Golf course maintenance can also deplete fresh water resources. In recent years golf
tourism has increased in popularity and the number of golf courses has grown rapidly.
Golf courses require an enormous amount of water every day and this can result in water
scarcity. If the water comes from wells, over-pumping can cause saline intrusion into
groundwater. Golf resorts are more and more often situated in or near protected areas or
areas where resources are limited, exacerbating their impacts. An average golf course in a
tropical country such as Thailand needs 1500kg of chemical fertilizers, pesticides and
herbicides per year and uses as much water as 60,000 rural villagers.
Tourism can create great pressure on local resources like energy, food, and other raw
materials that may already be in short supply. Greater extraction and transport of these
resources exacerbates the physical impacts associated with their exploitation. Because of
the seasonal character of the industry, many destinations have ten times more inhabitants
in the high season as in the low season. A high demand is placed upon these resources to
meet the high expectations tourists often have (proper heating, hot water, etc.).
Important land resources include fertile soil, forests, wetlands and wildlife. Increased
construction of tourism facilities has increased the pressure on these resources and on
scenic landscapes. Direct impact on natural resources in the provision of tourist facilities
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can be caused by the use of land for accommodation and other infrastructure provision,
and the use of building materials. Forests often suffer negative impacts of tourism in the
form of deforestation caused by fuel wood collection and land clearing. For example, one
trekking tourist in Nepal can use four to five kilograms of wood a day.
(e) Pollution
Tourism can cause the same forms of pollution as any other industry. This can be air
emissions, noise, solid waste and littering, releases of sewage, oil and chemicals, or even
architectural/visual pollution.
Transport by air, road, and rail is continuously increasing in response to the rising
number of tourists and their greater mobility. Tourism now accounts for more than 60%
of air travel. One study estimated that a single transatlantic return flight emits almost half
the CO2 emissions produced by all other sources (lighting, heating, car use, etc.)
consumed by an average person yearly. Air pollution from tourist transportation has
impacts on the global level, especially from CO2 emissions related to transportation
energy use. And it can contribute to severe local air pollution. In addition to causing
annoyance, stress, and even hearing loss for humans, it causes distress to wildlife and can
cause animals to alter their natural activity patterns.
Example
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(ii) Solid waste and littering
In areas with high concentrations of tourist activities and appealing natural attractions,
waste disposal is a serious problem and improper disposal can be a major despoiler of the
natural environment - rivers, scenic areas, and roadsides. For example, cruise ships in the
Caribbean are estimated to produce more than 70,000 tons of waste each year.
Solid waste and littering can degrade the physical appearance of the water and shoreline
and cause the death of marine animals. In mountain areas, trekking tourists generate a
great deal of waste. Tourists on expedition leave behind their garbage, oxygen cylinders
and even camping equipment. Such practices degrade the environment with all the
detritus typical of the developed world, in remote areas that have few garbage collection
or disposal facilities.
Example
(iii) Sewage
Construction of hotels, recreation and other facilities often leads to increased sewage
pollution. Wastewater has polluted seas and lakes surrounding tourist attractions,
damaging the flora and fauna. Sewage runoff causes serious damage to coral reefs
because it stimulates the growth of algae, which cover the filter-feeding corals, hindering
their ability to survive. Sewage pollution threatens the health of humans and animals.
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(iv) Aesthetic Pollution
Often tourism fails to integrate its structures with the natural features and indigenous
architectural of the destination. Large, dominating resorts of disparate design can look out
of place in any natural environment and may clash with the indigenous structural design.
A lack of land-use planning and building regulations in many destinations has facilitated
sprawling developments along coastlines, valleys and scenic routes. The sprawl includes
tourism facilities themselves and supporting infrastructure such as roads, employee
housing, parking, service areas, and waste disposal.
The development of tourism facilities can involve sand mining, beach and sand dune
erosion and loss of wildlife habitats.
Development of marinas and breakwaters can cause changes in currents and coastlines.
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(ix) Trampling
Tourists using the same trail over and over again trample the vegetation and soil,
eventually causing damage that can lead to loss of biodiversity and other impacts. Such
damage can be even more extensive when visitors frequently stray off established trails.
In marine areas many tourist activities occur in or around fragile ecosystems. Anchoring,
scuba diving, yachting and cruising are some of the activities that can cause direct
degradation of marine ecosystems such as coral reefs.
Habitat can be degraded by tourism leisure activities. For example, wildlife viewing can
bring about stress for the animals and alter their natural behavior when tourists come too
close.
13.4 Summary
In this lesson so we have learnt that tourism has been a force for the preservation and
rejuvenation of areas by stimulating the conservation of historical and archaeological
sites, and unique or quaint man-made landscape features. It has also been an incentive for
the conservation of natural resources, which because of their uniqueness or educational or
ecological values are appreciated as tourist attractions. This type of conservation has led
to the growth of tourism in these destinations.
However, these changes have wrought with them some adverse effects which include
hotel encroachment in urban areas, pollution and degradation of resources. Remedial
measures to alleviate such effects as traffic congestion, visual pollution, etc have to put in
place.
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13.5 Review Questions
2. What part can tourism play regarding the reclamation of derelict land buildings?
3. What are the negative environmental impacts of tourism on the Coastal Region of
Kenya?
4. Why do you think the coastal region of Kenya is a popular tourist destination?
5. What factors need to be taken into account when planning the future tourist use of
this area?
6. What part can tourism play regarding the reclamation of derelict land?
Foley, M., J. Lennon, and G. Maxwell eds. (1997): Hospitality, Tourism and
Leisure Management: Issues in Strategy and Culture. London: Cassell.
John Lea (1995): Tourism and Development in the Third world. Routledge:
London.
Mathieson, A. and G. Wall (1995): Tourism economic, Physical, and Social
Impacts. Longman Group Limited: Singapore.
Ritchie, J.R. and Goeldner, C.R. (2003): Tourism Principles, Practices and
Philosophies; Ninth Edition: John Wiley & Sons, Inc.
Robinson, H.A. (1976): Geography of Tourism. London: Macdonald and Evans.
116
14.0 LESSON FOURTEEN:
MANAGING DESTINATIONS FOR SUSTAINABILITY
14.1 Introduction
Modern tourism has expanded rapidly in the post-war growth era. In the past,
governments supported the growth and development of tourism in order to reap the
potential benefits, but did not pay much attention to possible negative impacts. Whereas
tourism can bring development, it can also be responsible for a range of detrimental
effects on the natural and physical environments: air and water pollution, traffic
congestion, physical erosion of sites, disruption of habitats and species that occupy the
places visitors use, and the destruction of scenic areas by poorly planned or poorly
designed buildings. Exposing local communities and their customs to tourists can be a
means of sustaining traditions and rituals, but it may also be a powerful agent for cultural
change, and key element in the erosion of distinctive beliefs, values, and practices.
Although tourism is capable of generating significant levels of employment at national,
regional and local levels, there are significant uncertainties that surround a market
particularly subject to sudden fluctuations in demand.
The challenges of destination planners and managers will be to meet the demands of
increasingly sophisticated tourists, while balancing the fragile and finite resources of the
destination, preserving indigenous cultures and traditions, and taking social responsibility
for the negative impacts on the host community. In this lesson, we focus on the principles
and characteristics of sustainable destinations. In the first part, we describe the evolution
of a new way of thinking about development: the sustainability paradigm. Strategies and
practices for managing tourism development are explored. In the concluding section, we
explore and evaluate ecotourism as an approach to sustainable tourism development.
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14.2 Learning Objectives
By the end of this lesson you should be able to:
(a) Describe the cornerstones and principles of sustainable development;
(b) Describe the major elements of sustainable tourism development;
(c) Explain the interrelationships between destination planning and sustainable
tourism development;
(d) Outline strategies for tourism management; and
(e) Discuss approaches to monitoring tourism development.
The concept of sustainability has been further elaborated since then, notably in Agenda
21 of the Global Conference on Environment and Development, popularly known as the
Earth Summit, which was held in Rio de Janeiro in 1992. Item 3 of the Rio Declaration
states that, “the right to development must be fulfilled so as to equitably meet
developmental and environmental needs of present and future generations” (United
Nations, 1992). Figure 14.1 illustrates the cornerstones of sustainable development.
The sustainable development approach ensures that future generations everywhere will
have sufficient resources to adequately sustain themselves and maintain a reasonable
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quality of life. For people whose present quality of life is not of an acceptable standard,
the resources if sustained will be available for them and their children to potentially
achieve quality of life in the future. Achieving sustainability is now the underlying
principle for all types of development including tourism. Careful planning and
management of resources development are the key means to achieving sustainability.
Table 14.1 contrasts the characteristics of societies working towards a sustainable future
with those living for the present only.
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The environment is an The environment is a
integral part of strategic ‘postscript’ in pursuance of
thinking in companies business goals
All feasibility studies Development and
into major projects conservation are viewed as
incorporate an mutually exclusive
environmental impact activities
assessment
Affected communities Communities are briefed or
are allowed to participate ‘consulted’ on projects
in environmental after the decision to
sensitive decisions before proceed has been taken
they are taken
Early attention is given to Attention is focused on the
the underlying causes of environment only when the
environmental symptoms are obvious and
degradation and to the damage is usually
symptoms advanced
Environmental processes Ad hoc solutions to combat
are thoroughly environmental problems
researched in order to are formulated as and when
predict the future they arise
consequences of present
trends in population and
industrial output
Environmental themes The public is
are introduced into environmentally ‘illiterate’
appropriate subjects of and easily misled in
the school curriculum, choices concerning the
and are featured in mass environment
media and advertising
Polluters are subject to The taxpayer finances
environmental standards government agencies to
laid down by law, which clean up environmental
carry stiff penalties pollution after it has
occurred.
(Source: Sunter (1996): Future Perspectives)
Sustainable development is seen to offer a route for resolving the potential conflict
between tourism and the environment. Destination managers and researchers observe that
destinations move through a lifecycle, starting off as unexplored and undeveloped areas
and gradually moving through to congested, unpopular areas with significant
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environmental and social problems. The challenge is therefore to prevent a destination
reaching the point of over-consumption of resources.
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Therefore, sustainable tourism development recognizes limits to growth, takes a long-
term view of economic activity, and questions uncontrolled economic growth. It supports
long-term viability and quality of both human and natural resources, with an approach
aimed at establishing the appropriate nature and scale of tourism development. It
embraces a community-oriented approach, encouraging community involvement and
participation.
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Figure 14.2 Sustainable tourism initiatives
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principles of sustainable development, should represent priority objectives in the
formulation of tourism strategies and projects.
7. To participate in sustainable development, tourism must be based on the diversity of
opportunities that are offered by the local economy. It should be fully integrated into and
contribute positively to local economic development.
8. All options for tourism development must serve effectively to improve the quality of
life of all people and must influence the socio-cultural enrichment of each destination.
9. Governments and competent authorities with the participation of NGOs and local
communities shall undertake actions aimed at integrating the planning of tourism as a
contribution to sustainable development.
10. In recognition of economic and social cohesion among the peoples of the world as a
fundamental principle of sustainable development, it is urgent that measures be
promoted to permit a more equitable distribution of the benefits and burdens of tourism.
11. Environmentally and culturally vulnerable spaces, both now and for the future shall
be given special priority in the matter of technical cooperation and financial aid for
sustainable tourism development. Similarly treatment should be given to zones that have
been degraded by obsolete and high impact tourism models.
12. The promotion of alternative forms of tourism that is compatible with the principles
of sustainability, together with the encouragement of diversification represent a
guarantee of stability in the medium and long term.
13. The establishment of sustainable tourism policy necessarily requires the support and
promotion of environmentally compatible tourism management systems, feasibility
studies for the transformation of the sector, as well as the implementation of
demonstration projects and the development on international cooperation programmes.
14. Governments, industry, authorities, and tourism-related NGOs should promote and
participate in the creation of open networks for research, dissemination of information
and transfer of appropriate knowledge on tourism and environmentally sustainable
tourism technologies.
15. The travel industry together with bodies and NGOs, whose activities are related to
tourism, shall draw up specific frameworks for positive and preventive actions to secure
sustainable tourism development and establish programmes to support the
implementation of such practices. They shall monitor achievements, report on results
and exchange their experiences.
16. Particular attention should be paid to the role and the environmental repercussions of
transport in tourism, and to the development of economic instruments designed to
reduce the use of non-renewable energy and to encourage recycling and minimization of
residues in resorts.
17. The adoption and implementation of codes of conduct conducive to sustainability by
the principal actors involved in tourism are fundamental if the industry is to be
sustainable.
18. All necessary measures should be implemented in order to inform and promote
awareness among all stakeholders in the tourism industry, with regard to contents and
objectives of the Lanzarote Conference.
(Source: World Conference on Sustainable Tourism Held in Lanzarote, Canary Islands, Spain on 27-28 April
1995)
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14.6 Tourism Sustainability Indicators
Sustainable tourism development is interpreted in terms of what destinations and the
tourism industry can do to implement and operationalize sustainable tourism
development. Three areas of action are identified:
14.6.1 Planning
The objective of tourism planning is to set a framework to achieve balanced and
sustainable destination development. This involves deciding what type and level of
tourism is desirable and sustainable at a destination level or within a particular tourism
operation, setting parameters and principles guiding development, and developing
mechanisms to ensure that the right type of tourism development takes place.
Inskeep (1991) broadly defines planning as organizing the future to achieve certain
objectives. According to WTO (1994) tourism planning is optimization and balancing
the economic, environmental and societal benefits of tourism, with equitable distribution
of these benefits to the society, while minimizing possible problems of tourism.
Contemporary tourism planning embraces the triple bottom line approach to
sustainable development. This means that well-planned tourism development:
(a) is economically viable and results in economic benefit to tourism businesses and host
communities;
(b) conserves and protects environments, and contributes financially to the continued
conservation of tourism resources; and
(c) respects host communities and cultures, and involves local communities in the
planning and operation of tourism in their local areas.
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14.6.2 Managing tourism development
Implementing techniques and strategies to ensure that tourism development remains
within the limits of what is regarded as sustainable. A range of management techniques is
available to destination planners and managers. Destination planners and managers have
to select the most relevant techniques for the particular level of destination. Some of the
approaches and techniques include Recreational opportunity Spectrum (ROS), zoning,
carrying capacity, and Limits of Acceptable Change (LAC) – see details in TSA 307.
SITUATION
ANALYSIS
(.collecting, synthesis, and interpreting data and information: (i) tourism product – tourism
plant; (ii) market/demand analysis – supply of infrastructure; (iii) existing policies and plans –
institutional arrangements)
↓
PLAN
FORMULATION
(.market and product development;
.spatial framework/structure plan;
.infrastructure investment plan;
.human resource development plan)
↓
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IMPLEMENTATION
FRAMEWORK
(.institutional arrangements;
.roles and responsibilities;
.timeframes and resources)
↓
IMPLEMENTATION
AND MONITORING
Box 14.1 World Travel and Tourism Council (WTTC) Environmental Guidelines
Travel and tourism is the world’s largest industry. A clean healthy and safe environment is
essential for further growth. The WTTC recommends these guidelines to companies and
governments to take into account in policy formulation that include:
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(h) Monitor, control and reduce noise levels;
(i) Control, reduce and eliminate environmentally unfriendly products such as asbestos,
CFCs, pesticides and toxic, corrosive, infectious, explosive or flammable materials;
(j) Respect and support historic or religious objects and sites;
(k) Exercise due regard for the interest of local populations including their history; and
(l) Consider environmental issues as key factors in the overall development of travel and
tourism destinations.
Environmental policies that are integrated into every aspect of the business
functioning;
Employees who are educated about environmental responsibilities;
Assessing the impact of activities before development;
Environmentally-friendly products and services;
Advising and educating customers about appropriate environmental conduct;
Appropriate facilities and operations;
Selecting contractors and suppliers on the basis of their environmental
responsibility;
Contributing to the common effort to increase environmental awareness;
Being open to the environmental and social concerns of employees, consumers
and host communities; and
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Measuring and monitoring performance on a regular basis, and reporting on
findings.
14.7 Summary
A sustainable tourism destination rarely occurs by accident. Rather, it is the product of
careful planning, management, and monitoring of tourism development. In this lesson,
we have explored the principles, and characteristics of sustainable destinations, and a
range of approaches to sustainable development. We examined the application of the
concept of sustainability to tourism development, and identified some of the initiatives of
the tourism industry and tourism organizations in the field. It is indicated that planning is
critical to the long-term economic, social and environmental sustainability of a
destination and its tourism industry. An outline and illustration of the application of steps
in tourism planning process in emerging destinations are provided. In the last section we
also looked at the steps that can be taken by operators in the tourism industry to improve
their sustainability.
14.9 Activity
Contact any provincial tourism organization and determine whether it has incorporated
the concept of responsible or sustainable tourism in the provincial tourism legislation or
policy.
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15.0 LESSON FIFTEEN:
TOURISM GROWTH AND SUSTAINABILITY
15.1 Introduction
Even with an understanding of basic fundamentals of tourism planning, several major
issues of implementation must be considered, primarily the development of land. All
functioning components of the tourism system are related to land resources. Most
attractions, even events are anchored to place settings. Transportation facilities, even air
and sea have important land and site requirements. Services require land and location
factors important to both local and travel markets. Information and promotion are all
about land development for tourism. Because land resources are finite, and show great
wear and tear from tourism growth as well as other economic development, the urgency
of planning is becoming more and more evident.
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benefits; spread of diseases; and promotion of paternalistic influences. Deforestation, soil
erosion, litter along mountain trails, and wildlife disturbance are among the negative
impacts. In recent years of the dark side of tourism has stimulated new plans and
remedial action by both the public and private sectors.
Throughout the world, many destinations have adapted to great volumes of visitors.
Mega-attractions such as Walt Disney World are specifically designed to handle masses
of visitors that have produced great economic growth. These experiences support the
belief that growth is always desirable and workable.
Increasing prices
Increasing warnings of capacities in attraction advertising
Reducing expenditures on advertising
Eliminating trade discounts
Reducing distribution outlets
Reducing quality of product
Providing vicarious visitor experience (interpretation).
(b) Regeneration
Another approach to economic growth is to regenerate the existing physical development
rather than develop new land. Many destinations contain sites with obsolete uses that
with creative design and planning could be converted to tourism.
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Researchers William and Gill (1999) have reviewed past capacity theories and concluded
that setting precise arithmetical limitations on visitor numbers is not feasible. Instead, a
system approach that relates incremental growth on goals and objectives is more realistic.
On a case by case basis, indicators of change can be established for a community’s
tourism objectives such as for social, economic and environmental impacts. These
indicators are monitored, triggering needed changes in management. The results may or
may not indicate limits to growth.
There continue to be many locations that because of good design and management can
accept great volumes of travelers yet at the same time protect the environment,
accomplishing sustainable development objectives. National parks have increasingly
demonstrated this principle. When visitors are guided only into areas where they do no
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damage to the environment, design has been successful. When management gives visitors
descriptive information by means of literature, guidance, lectures, exhibits, and
demonstrations, they gain rich experience without damaging the setting. There are two
major objectives for the foregoing scenario:
The basic principle underlying these objectives is well planned and thoughtfully
implemented site modification to accommodate an increase in the number and range of
visitor groups to a particular site so that it does not work against the conservation goals of
a park.
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A review of cases where sustainable tourism development is being achieved can help
communities and rural areas plan to reach their own sustainable objective.
In areas that are not yet known as destinations, some large-scale attractions and
accommodations may be appropriate.
High-impact development may be needed to attract support services such as airlines
access and promotion. This type of development may also be needed to provide the
noticeable change to attract local support for other tourism development.
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Direct and indirect erosion of resources
Loss of access to resources by local residents
Misleading promotion
Adequate funding for planning
Costs of establishing basic infrastructure
Cultural conflicts with natives
Better road access may exacerbate resource destruction.
For sustainable tourism development, certain controls are accepted by developers and
visitors as necessary. For example, the following have been listed as workable controls
that have met with success in balancing tourist use with resource protection:
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causing rethinking of growth as a singular goal. Instead, new programs of better
planning for lesser environmental impact are being considered.
The concept of sustainability is creating new long-range planning. The natural and
cultural resources can be eroded severely if only short-range planning and
development are employed. Because these resources are the foundation for the
majority of tourism, it is important that they be protected for the future.
Tourist saturation requires measures of control. A new balance between promotion
and development is needed in order to reduce excessive erosion of the key objectives
of travel. In the future, quotas and other mechanisms may be required to keep
volumes of visitors within the limits of carrying capacity. In some instances,
demarketing, the reduction or elimination of promotion is being applied to this issue.
The concept of sustainable tourism development such as ecotourism requires special
planning and development. The goal of better visitor understanding of resources
requires very special design and management of tourism sites.
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16.0 LESSON SIXTEEN:
ECOTOURISM
16.1 Introduction
In this lesson, ecotourism is defined. It highlights the major practices associated with
THIS type of tourism. The lesson is concluded with a description of significance and the
three main elements of ecotourism.
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Ecotourism, also referred to as community-based tourism involves traveling to relatively
undisturbed or historical areas to study, admire, and enjoy scenery, plants, animals and
cultural attractions (Ceballos-Lascurian, 1987). Despite its many varying definitions,
however, there is a general agreement that ecotourism is characterized by small-scale
development designed to:
On the whole, there is a general agreement that ecotourism seeks to minimize the
negative impacts on the environment while contributing to the conservation of the region.
The encouragement of active participation by the local population in the conservation and
education dimensions of tourism development process is an essential element of
ecotourism (Hall and Kinnaird, 1994). It is therefore argued that with ecotourism,
development starts with the people first, as it is from this basis that the industry will
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develop, and their involvement allows them to avoid many pitfalls already associated
with conventional mass tourism (Cater, 1993).
Ecotourism in areas with significant biodiversity is increasing more rapidly than the
tourism industry as a whole. It is considered to be self-reliant strategy as a norm that
satisfies the basic needs for the entire population, economic independence, cultural
identity, and spatial decentralization. Accordingly, interest in ecotourism has grown
rapidly since the mid-1980s among the decision-makers, practitioners, and advocates.
They all agree that for any significant changes to be witnessed, it is imperative to allow
the local communities to take control (Ndege, 2006; Ashley, et al, 2000; Sproule, 1996).
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16.4 Elements of Ecotourism
The term ecotourism was first introduced by Hector Ceballos-Lascurain (1988) in
Mexico, and since then has generated a lot of heated debate about what it means and how
it is used by the tourism operators. Some use the term ecotourism purely as a marketing
and advertising tool without offering their customers any type of environmental
experience. However, there are some general agreements on the elements of ecotourism
of which there are three main ones:
1. Nature-Based
The abbreviation ‘eco’ in ecotourism stands for ecological element of tourism. Without
some reference to nature and environment, a tourism operation cannot be considered
ecological. Nature-based refers to both flora and fauna of an area, and can be associated
with environments that have been modified by human beings. But it should be stressed
that not all nature-based tourism is regarded as ecotourism, unless it includes the other
two elements: interpretation and sustainability.
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3. Sustainable Management
Sustainable management means managing the physical stresses on the environment such
as the number of people and the way they behave by introducing minimum impact
techniques of waste disposal and minimization of energy use. Issues related to
souveniring items and interfering with wildlife are also part of sustainable management.
Sustainability does not refer to the natural environment, but also recognizes the need for
the local communities to benefit from tourism and aim to sustain the well-being of local
people, an important aspect of ecotourism philosophy. This is achieved by purchasing
goods and services locally and employing as many local staff as possible as well as
through personal, financial, and time commitments.
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6.6 Summary
Ecotourism also referred to as Community-based tourism is defined as traveling to
relatively undisturbed or historical sites to study, admire, and enjoy scenery, flora, fauna,
and cultural attractions as well as conserving, educating, respecting and engaging the
local communities in employment and entrepreneurial opportunities.
The process involves planning, developing, marketing and managing tourism resources
and facilities in a sustainable manner. This can include visitors’ access to natural areas
and cultural sites, provision of guiding and interpretive services, accommodation,
catering, sales and transport.
Ecotourism has three main elements which include ecological, interpretation and
education, and sustainability.
Ecotourism has benefits which include jobs and income for the local people, education,
and environmental preservation and enhancement, among others.
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