Ecotourism marketing

A simple market analysis was conducted in order to define marketing strategies for ecotourism services, together with artisanal fishermen. Partnerships were also established with local tourism agencies and the regional government to promote these services. Flyers were designed and handed out to advertise trips and showcase manta ray conservation. Workshops in local schools and dissemination through local press also promoted manta ray conservation and presented tourism alternatives. In addition, a proposal for national protection of Giant Manta Rays was presented to national authorities, which will contribute to protecting this valuable tourism resource.

  • The area of influence is close to popular tourism destinations on the north coast of Peru, which welcome both national and international tourists.
  • Interest from local tourism agencies and the regional government was high, as we introduced an innovative service to the market.
  • Prior research on Manta Rays provided a good understanding of the challenges faced by this species in the area, and justifies the proposal for protection.

As understanding of main sites for manta ray observation increases, and fishermen consolidate their services over time, the profile of tourists can vary. At an initial stage, promotion is focused on tourists interested in exploratory trips, with the expectation of incorporating additional offerings as the initiative expands.

Business development training

Fishermen were invited to monthly workshops focused on building capacity regarding business and tourism management. These included hospitality management, safety, and basic understanding of English. Manta ray conservation status and data collection was also incorporated in these meetings. Local professionals (e.g. Coast Guard, Tourism authorities, etc.) were invited to give presentations, showcasing local knowledge. Meetings also encouraged fishermen to design their own business plans and strategies to implement ecotourism services, and enabled the selection of the most committed fishermen who would receive funding and personalized support.

  • A group of fishermen interested in participating was identified through project outreach and general introductory workshops.
  • Local infrastructure (e.g. space for meetings, local field coordinator) was in place for the series of meetings.
  • Commitment to participate in these meetings was required; therefore, observed participation constituted a ‘self-selecting’ mechanism to identify which fishermen to be support.
  • As strategies for ecotourism are defined together with fishermen, it is important to consider external factors that could influence the project, e.g. conflict between fishermen’s organizations, etc.
  • Although in some cases only captains participated in the workshops, it is also important for all crew members to receive training and be aware of the project.
Introductory workshops for artisanal fishermen

Workshops were organized in multiple communities in the region, in order to raise awareness on manta ray conservation status among artisanal fishermen. These general workshops also presented our project, gathered project feedback from artisanal fishermen and allowed introductions to fishermen interested in developing ecotourism. Workshops were promoted through local press, social media and collaboration of fishermen organizations.

  • Funds to develop workshops and the rest of the project were provided by Project Aware, Disney Worldwide Conservation Fund and the abc* Foundation.
  • Prior research on Manta Rays provided a good understanding of the challenges faced by this species in the area.
  • Initially approaching a wide number of beneficiaries is crucial in order to later identify specific environmental leaders.
  • The message is important. Fishermen were most interested in attending a meeting that will clearly provide socioeconomic benefits (e.g. generating additional income through ecotourism) as opposed to only focusing on species conservation.
  • Coordination with local fishermen organizations is crucial to make sure fishermen can attend workshops.
Consultative establishment of protected area sites

The community’s request to include a site into the conservation plan is judged by LLCTC’s environment officer based on its conservation value and the community’s level of commitment. Through continuous interactions with the community, the area is explored, and demarcated by GIS references. A committee formed by the community oversees and manages the new protected area. The management plan and map for the new LMMA are created and added to the network master plan.

  • Financial and advisory support by an NGO (TNC) in setting up the network and in supporting each participating community
  • A solid partnership between communities and LLCTC
  • Commitment for financial support by the provincial government

For the success of LMMAs, communities must have the lead from establishment to enforcement. It is therefore important to ensure that all groups in the community have agreed to the site proposed to be included as protected area in the network. There is a need to develop more consistent management plans for each site, particularly in the case of recently established conservation areas. Several community management committees lack skills and thus have problems in starting to draft their management plans and also to oversee the management of their protected area. They need capacity and support from LLCTC. Without consistent management plans for each site, there is no accountable oversight and clear representation of regulations for resources harvested or harvesting protocols. Management plans do not need to be in any specific format, but certain principles need to be defined and agreed upon by the whole community.

Conservation plan built on local and scientific knowledge

Provides the foundation for the LMMA network and helps communities decide which request to prioritize. In a participatory mapping workshop all relevant community and governmental stakeholders map key features, cultural heritage and ecosystem services. MPA planning software (MARXAN) helps to identify options for the most cost-effective networks of protected areas. 3D models link science and local knowledge so that communities can explore land-use options.

  • Awareness of local stakeholders and resource owners of the value, and willingness to protect marine resources
  • Strong customary ownership of land and sea
  • Technical and financial support from partners, including the provincial government

It is imperative to settle conflicts over land ownership and internal community agreements before beginning the process of LMMA establishment. For the success of LMMAs, communities must have the lead from establishment to enforcement. It is therefore important to ensure that all groups in the community are engaged and agree to engage in the LMMA project.The use of user friendly and easy to operate marine planning software, such as MARXAN is a helpful tool to guide the decision making process. Of course, also other factors must be taken into account.

Coastal scenery value determination

Scenery is a resource that has to be evaluated in an objective and quantitative manner to provide a means of comparison against other resource considerations and environmental impact assessments. Stakeholders survey specific littoral areas to determine the Scenic Evaluation, which indicates the ‘beauty’ of the study area. This is performed by using a coastal scenery survey checklist which itemizes 26 physical and human parameters, as a first step in quantifying scenery values.

  • Select and georeference the limits of the study area to replicate the survey in the future
  • Centralize information. There are often many people involved, multiple surveys, and lot of data, but just one previously-designated stakeholder is in charge of the analysis.
  • Organization - scheduling activities is important.
  • Data collection can complement a school class about coastal zone-related topics (geomorphology, geology, biology).
  • Data sources should be in a good balance. Local knowledge and stakeholder consultation are necessary.
Ecosystem services valuation

Quantifying the value of ecosystem services provided by mangroves to the local communities is a required component of blue carbon projects. This informs the design of Payment for Ecosystem Services (PES) schemes. As a full valuation is challenging and costly, priority services are chosen through a participatory consultation process with local communities. Raw data are collected locally and mined through bibliographic searches and interviews. Results emphasize the importance of coastal-marine ecosystems with decision makers, as mangrove losses can be explained as capital losses.

The availability of local and national data is a determining factor for an adequate valuation of ecosystem services. Even when those data are not available relationships with local officials may provide useful expert criteria and inputs. Also, the participation of the communities in the diagnostics to identify and later quantify priority services is important to guarantee their buy-in into the process. A clear understanding of local livelihoods is also necessary.

Local perceptions of what constitutes a “priority” ecosystem service for valuation may differ from that of project developers and researchers. In addition, data constraints may limit the extent of the valuation study. It may thus be necessary to negotiate with locals during the preliminary diagnostics phase what services meet their needs and those of the project, and which can be valued. The wide range of services provided by mangroves and surrounding coastal-marine ecosystems make a full valuation exercise very challenging. Thus, most valuation studies are partial and depend on a set of assumptions and a variety of different methods. Good working relationships with government representatives in charge of data processing and archiving, as well as a solid understanding of the details of the local livelihoods and business models is highly advantageous, which is why a livelihoods study should be conducted in parallel.

Social and ecological vulnerability assessments
To construct a robust blue carbon project, a clear understanding of local livelihoods and how they are tied in with the surrounding mangrove ecosystems is obtained through a livelihoods assessment. This includes an analysis of the social vulnerability to the effects of climate change. The social and ecological elements of the assessment provide information that helps conceptualize targeted blue carbon projects with interventions that benefit local communities by increasing their resilience, diversifying their production base, and enhancing their governance and human capital.
Previous contacts with local authorities, NGOs and local leaders is required. The project needs to be explained in a non-technical manner so that locals with varying degrees of education and interest can at least be aware of the project components and the potential benefits for the community. Well trained professionals and experts in community diagnostics, group facilitation, and conflict resolution are required to navigate social nuances that a casual observer may miss.
The priorities and perceptions of local communities and organizations may differ frequently and significantly. Local interest in a project may be minimal or non-existent, and expectations of project designers can differ from those of the communities. Outside observers may not fully understand local dynamics, conflicts, challenges and needs so it is important to have people trained in social science tools involved at all stages. Having a local leader buy into the idea of a blue carbon project helps build confidence among the community, increases their participation, and opens the door for more transparent dialogues with the community. Being open to local needs and wishes, and taking time to know the people and become immersed in their day-to-day lives can yield useful information for project development. Climate change effects may be minor priorities in comparison with far more urgent health, education and infrastructure needs of the community.
Carbon inventories in mangrove ecosystems
Carbon inventories provide the basis for quantifying current stocks and mangrove areas needed to estimate historical emissions. They allow for characterization of the environment, description of the flora and horizontal and vertical structure of the stands, plus their condition. Carbon assessments can also kick-start local involvement and capacity building. When repeated over time under a robust monitoring system, they provide growth and carbon accumulation rates that are used to calculate higher quality emission numbers than those currently available.
The involvement of government and local authorities is key. Government officials (local and national) are made aware of the process so they can recognize the value of the inventories in providing detailed data on highly vulnerable ecosystems. Involvement of local actors is key so they are empowered and acquire ownership of the project. Also, their knowledge of the area supports project site selection and ensures safer working conditions.
The quality of the inventories depends upon the use of consistent protocols and the level of trained personnel. Work in mangrove forests is more challenging than in terrestrial ecosystems, and safety of the workers needs to be a strong priority. The logistics of using boats to access field sites, short windows of time between tides, plus the difficult terrain preclude swift completion of tasks which, in turn, increases costs and duration of field work. With local involvement, these costs may be controlled, as boat rental fees may be lowered or waived. Also, collecting and processing soil samples in the field is challenging because of their extreme high water content, implying that laboratory facilities need to be arranged in advance. Having local people involved with the inventories is highly recommended because of their first-hand knowledge of the area, tide behavior and land use dynamics. GIS tools facilitate inventory planning.
Protected Area Network (PAN)
Based on the legal framework which recognizes protected areas established by communities and state governments, these areas become part of the nationwide network according to clear criteria, categories and application procedures. Considerations include bio-geographic, socio-economic and scientific importance, ecological characteristics, the degree of naturalness and uniqueness, as well as management and protection feasibility.
• Legal framework • National policy recognition and support • Support from a trusted agent to sustain dialogue and definition of procedures
Awareness raising from community to national levels, and reaching a consensus on procedures nationwide, may be a lengthy and arduous process. However, experience demonstrates that existing or arising conflicts between traditional and national government laws can be worked out with constant dialogue and patience.