MARKET ORIENTATED

The core differentiator of MEET ecotourism products is that they are based in and feature Mediterranean protected areas. This is integrated with local communities and local service providers, thereby creating a unique niche-market product in the Mediterranean that supports conservation. Building off what differentiates its products to others on the market, MEET is building a strong brand with embedded market value  for both inbound and outbound tour operators, as well as, destination management organisations.

The MEET Network is currently working to develop an online training on the marketing and commercialisation component of the MEET approach, so interested stakeholders across the Mediterranean can adopt it´s methodology. In the meantime, the MEET Manual contains information on this element. 

  • Perspective of the private sector stakeholders has to be included from the beginning in all the steps of development;

  • Define clear business plans post project, including promotion and sales.

BB5. Spatial database and filling data gaps

The spatial database elaborated for the Azores archipelago was essentially based on the compilation of already existing and available cartographic information. This was due to the limited time period for the implementation of the MarSP project and the need for validation of information by the competent entities/authorities, in the case of the elaboration of new cartography. Thus, the new information collected was composed of information produced during the participatory process. The participatory process, with the resulting production of cartographic information, was based on two distinct steps: (i) development of individual interviews, with the main actors representing each of the sectors of maritime activities identified for the Azores and (ii) workshops for discussion and/or validation of preliminary results obtained during the research and sector interviews performed, and for adding more information (during the 3rd stakeholder workshop). To collect the data in the interviews conducted, a web-based solution (SeaSketch) was used. This solution brings together powerful tools to empower and improve the MSP process.

  • Face-to-face interviews allow a better participation and collection of data.
  • Workshops allow the clarification of doubts, data ammendment and collection of new data.
  • Using a web-based tool (SeaSketch) facilitates the collection of spatial information during the interviews.
  • Interviews are time-consuming.
  • Filling knowledge gaps require an extensive effort.
  • Need for time to validate information/data by the competent entities, in the case of the elaboration of a new cartography.
BB4. Sector analysis and briefings

In order to understand the current and potential situation of maritime uses and activities in the Azores, an extensive sector analysis was elaborated, including nine sectors. For each maritime sector identified in the region, a sector briefing was done. Each sector briefing includes information relating to its characterization, the relevant legal framework, current and potential spatial distribution, a SWOT analysis, an analysis of interactions (with other sectors, with the environment and land-sea interactions), as well as an analysis of pressures resulting from different drivers of change (e.g. climate change, demographic changes and blue growth policies). This work involved an extensive collection of information, both through literature review and collected from stakeholders during the engagement process.

  • Sector analyses are essential to understand the current scenario.
  • A significant amount of information was available online.
  • Willingness of some institutions to provide updated data.
  • It takes time to develop this methodology in a robust and consistent way.
  • Sometimes it is extremely difficult to obtain sector information.
  • Some institutions were not available to support the data gathering process.
BB3. Building scenarios for MSP

The Maritime Spatial Planning process plans towards a desired future and a common vision. The vision is usually an integration of various aspirations from different stakeholders and sectors that depend on the governance framework ruling them. A tool as scenarios’ development is of high importance, once it helps decision-makers visualize both the future that might unfold due to specific actions/policies and the actions/policies needed to make a certain future happen.  For the region of Azores, MarSP adopted a scenario-building process based on a combination of two approaches: an exploratory (“what can be done?”) and a normative (“how a specific objective will be reached?”).   

The methodology is structured in four main steps (Figure 1):

(i) setting MSP objectives based on policy review and following stakeholders’ inputs (BB2);

(ii) identifying key objectives after consultation with regional experts;

(iii) developing scenario storylines; and

(iv) balancing across scenarios based on feedback from stakeholders gathered through engagement actions (including, first, (i) a vote on the scenario and, second, (ii) a vote on the sentences that built the storyline of the scenarios).

  • A stakeholders’ engagement methodology defined in the beginning of the process, connecting the different steps along the process.
  • Existence of a MSP vision and objectives built upon a participatory process allowed the construction of more tailored scenarios for the region.
  • Previous workshops for experts and stakeholders’ engagement and sharing of the results set the path for their increasing willingness to participate and collaborate.
  • Experts classification of objectives on themes: environmental; social; economic, was the basis to create robust storylines.

Amongst the three proposed scenarios (one economic oriented, one environmental oriented and one social oriented), stakeholders voted for the environmental scenario. However, they selected more sentences from the economic scenario, suggesting that participants are ideologically willing to protect the environment but less willing to take the needed actions to make that scenario actually happen.

BB2. Creating a vision and objectives for MSP

Setting a vision and objectives is a fundamental initial step in all maritime spatial plans. Under the MarSP project, a methodology was created to develop MSP objectives. This methodology linked MSP objectives to established policy commitments of these archipelagos at the international, EU, national and regional levels. It was adopted in the Azores following these phases:

 

  1. Policy review: review of marine policy to determine the objectives targeting the maritime space. The Portuguese policy horrendogram helped in the selection of policies.
  2. Thematic classification of the objectives by themes and subthemes.
  3. Generalisation of objectives by subthemes to obtain specific objectives.
  4. Discussion, prioritisation and validation of specific objectives by stakeholders.
  5. Legal validation and cross-check with MSP policy documents to finalise the MSP objectives.

 

During the first MSP stakeholder workshop in the Azores, stakeholders were asked to discuss and validate the specific objectives. This was also the case for the proposal of a regional MSP vision, also discussed and validated in the stakeholder workshop.

  • The validation of objectives by stakeholders was included in the methodology since its inception to ensure the participatory approach and social acceptance.
  • Methodologies need to be properly communicated to ensure the understanding of scientific methods by stakeholders. A brief communication on the methodology was given prior to the stakeholder participation.
  • The discussion of objectives allowed the inclusion of stakeholders’ inputs.
  • Activities with stakeholders need guidance to facilitate a smooth discussion and acceptable results.
  • The review of various marine policies at different geographical levels result in multiple objectives for the maritime space. This may make the task of reaching MSP objectives difficult.
  • The review of all policy commitments is very comprehensive and requires prioritisation of the most significant policies. The most significant policies at each geographical scale were selected.
  • After the stakeholders’ inputs and validation, there was a final phase to cross check the resulting objectives with the MSP policy. This allowed both the legal validation of inputs given by stakeholders and also ensuring their compliance with the legal obligations given by MSP policy.
  • Certain objectives go beyond the legal scope of MSP (e.g. some sectorial objectives). Despite not being included in the list of MSP objectives, they were considered in the frame of this policy.
  • Obtaining SMART (Specific, Measurable, Achievable, Realistic, Time-bound) objectives requires firm commitment in setting the time frame for the objectives.
BB1. Organising stakeholder engagement and public participation

The Maritime Spatial Plan of the Azores was designed in a transparent and inclusive process, with the active involvement of a wide range of stakeholders. A strategy for stakeholder engagement and guidelines for public participation were drafted for this purpose. The engagement was designed in a series of three stakeholder workshops held simultaneously in the three most populated islands of the archipelago (São Miguel, Terceira and Faial). The workshops had the same structure, which combined communication about the MSP progress as well as activities to discuss, complement and validate the project outcomes. Prior to the workshops, stakeholders were mapped using the snowball technique. All identified stakeholders were assembled in the regional stakeholder directory and invited to participate in the events over the two years of the project. Complementary activities such as interviews were undertaken to fill important knowledge gaps related to specific maritime sectors.

  • Planning and undertaking a transparent and inclusive participatory process.
  • Widespread coverage of the entire archipelago, enabling the participation of stakeholders of the nine islands.
  • Timely organisation and coordination among the team members, enabling communication and exchange among the simultaneous workshops in the three islands.
  • Collaboration of colleagues and volunteers to support and moderate the workshops.
  • Communicating and giving feedback to stakeholders on the results of the workshops.
  • Stakeholders need to be contacted well in advance to get a good response.
  • Good coordination and organisation among the team members and in the preparation of the materials is essential for timely implementation of the workshop activities.
  • The development of a visualisation tools could help to decrease the ecological footprint of this type of workshops (most materials were paper) and decrease the time spent in the organization of the materials.
  • Lack of data; multiplicity of reference systems or its nonexistence; the information dispersed both in terms of responsible entities and types of data (digital, analogue, etc.), affected the development of materials.
  • Large workload to try to standardize all the information in order to be able to use it in a GIS system.
  • Entities take too long to collect and make information available hindering the team's work.
Strengthening the Department of Archaeology and Conservation in the National Park

The National Park counts with exceptional archaeological components. Yet, it only counted with one specialist among its staff. With approximately 20,000 archaeological sites located within the park boundaries, from which 1,000 Moai and 300 Ahu or ceremonial structures stand out, besides dwelling structures, rock art, and caves, the current administration has prioritized the safeguarding of the archaeological component, as highly significant for the living community. The strenghtening of the special department for the research and study of the preservation of this important cultural heritage enables the development of conservation strategies specific for this type of heritage, as well as the reconnection of the community with their cultural assets. The majority of these assets are exposed to the island climate conditions, as well as to decay due to the touristic use and the anthropic and livestock impacts. Among other activities, this new unit has developed:

  • Capacity building and acquisition of digital recording tools for the diagnosis of the archaeological heritage.
  • Conservation projects based on a portfolio of sites in emergency and a methodology that collects traditional rapanui knowledge linking it to scientific knowledge.
  • Partnerships and networking on climate change impacts.
  • Archaeology specialists among the Rapa Nui community
  • Establishment of institutional technical support through the STP (Secretaría Técnica Rapa Nui, CMN/Technical Secretary Rapa Nui)

(1) Need for a specialized department for research and conservation of archaeological heritage within the National Park.

(2) Need of articulating and coordinating work with other institutions that have interference heritage issues.

Incorporating Indigenous understanding and values of nature and culture in the heritage management system

A fundamental step to take over the management was to recognize the Indigenous worldview of Rapa Nui People and their understanding of nature, as well as their relationship with their cultural heritage into the management of the protected area. This enable the consideration of place-specific needs and opportunities. This process implied:

  • The recovery of the Indigenous language, for creating documents and materials for the management of the National Park.
  • The consideration of the ancestral organization system based on clans, through the organization Honui that participates in the decision making process in the National Park.
  • A survey of the sacred places. 
  • A prospective recovery of the name Rapa Nui to name the island instead of Easter Island (Isla de Pascua).
  • The reconnection with Rapa Nui traditional knowledge, festivities and cultural expressions.
  • The development of a public use plan in which the community traditional uses dialogue with the tourist and heritage uses
  • Recognition and promotion of ancestral use of medicinal plants based on the generation of projects and programmes for the enhancenment and recovery of the natural component and ancestral medicine of Rapa Nui.
  • A plan for the return of Tupuna (ancestors) and cultural elements that are outside of the island. 
  • Initiative by the Rapa Nui community to recover and value their ancestral culture. 
  • Endorsement from the State institutions in charge of heritage protection: the Ministry of Culture and Arts, and the Chilean National Forestry Service (CONAF), Ministry of Agriculture.

(1) Importance of the integration of local understandings and Indigenous language in the official education system. 

(2) Need to change the touristic view over the island, and instead inviting the visitors to learn from a living culture and its ancestral history, and to be part of a community during their stay, getting involved with cultural activities, and not just come to see a Moai.

(3) Need of cooperation alignment between the Culture and Education sectors. 

(4) Identification of new areas in need of urgent protection. 

(5) Adaptation of the statutes of the Indigenous Community to our idiosyncrasy as a People.

Strengthening the community internal capacity to constitute as park managers

In order to be prepared for taking the responsibility of the management of the National Park, the community required to build capacities on legal, administrative and technical aspects. This approach also considered the capacity building of local park rangers, in charge of transmitting, promoting and safeguarding their heritage's cultural value. Ma’u Henua has become a space where diverse fields of technical academic specialization and local experts could develop their activities in a complementary and joint manner. This is one of the most important spaces for the application of cultural and technical methodologies that dialogue with the tangible and intangible heritage context.

  • The process of institutionalization of the Indigenous institution allowed the community members to get involved and learn about administration, developing new skills and reinforcing their knowledge.
  • Youth educated in the mainland was willing to engage in the management of the protected area and return to live in the island.
  • Creation of opportunities in the island and national policies for community development.
  • Agreement with the CONAF and the Ministry of Culture and Arts.
  • Rich local knowledge among Rapa Nui community members. 

(1) The island provides work opportunities on park management, tourist services, and other monitoring activities. These opportunities empower youth which recognize and learn about their culture and heritage, re-learn to appreciate it and protect it. World recognition of its value supports intergenerational transmission. 

(2) Importance of involving elders to pass on knowledge to youth. Citizen participation is essential for management and there is potential of capitalization on local knowledge.

(3) Permitting the locals to engage in park ranger roles produce jobs in the island, allowing the use of the knowledge of the Rapa Nui community to communicate the values of the island and to better monitor their conservation. 

(4) Establishment of culturally safe protocols and respectful alliances between the Ma’u Henua and State institutions for unifying criteria for heritage protection.

(5) Elaboration and implementation of an administrative structure that establishes procedures and protocols.

Institutionalization of the Indigenous administration

In order to develop an enabling environment for the establishment of an Indigenous institution in charge of the administration of the National Park, it was necessary to develop a number of legal, administrative and financial instruments. This institutionalization process required the study of references and the generation of a regulatory and representative framework for the operations of the new management entity. This framework is based on a dialogue with governmental institutions in order to implement the administrative transfer, and the establishment of legal instruments that ratify the new administrative entity. The most important steps in this process were:

  • Indigenous consultation in October 2015 in agreement with the ILO Convention 169.
  • Creation of statutes for the Indigenous Community Ma’u Henua establishing its structure, operation, composition and Honui (clan representatives).
  • Operational Plan in which CONAF and Ma'u Henua managed the park together between 2016-2017.
  • Framework that could regulate the internal processes of economic audits and public management accounts in order to contribute to a transparent management.
  • Enactment of a Ministry of National Assets Decree which granted the administration of the territory of the park to the Indigenous Community.

The Indigenous Law (Law 19.253, 1993) created, along the concept of Indigenous Communities, the Comission for the Development of Easter Island, where representatives of Rapa Nui People dialogued with representatives of the Government of Chile. This authority allowed progress in the political will and the generation of trust, achieving among other themes, the transfer of the administration of Rapa Nui heritage to the local community. 

(1) The board of directors is elected for a period of 4 years. Recently, a new board has been elected. The transfer will allow restructuring based on the lessons learned of the first administration, allowing the establishment of priorities for improving the management, community involvement and COVID-19 safety protocols.

 

(2) The administration led by Ma’u Henua has made significant progress in local empowerment and cultural heritage management, however the process has not been immune to various internal conflicts and with the Government of Chile, as part of a transition.

 

(3) The transfer from the State administration to Ma’u Henua has not been easy, due to political, social and cultural factors. However, significant progress was made in the organization and management of the National Park. This needs to be analyzed in depth to build the foundations for new relationships and management proposals by the new board.

 

(4) Need to develop a management plan for the World Heritage site with an integral focus including views of other local, national and international organizations.