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Statistics for periodic reporting

Explore the significance of statistics in heritage management, with a focus on resource allocation, training, and data management process. Learn about the global, regional, and national implications of site management effectiveness through evidence-based policies. Discover strategies for improving response rates and utilizing core data sets efficiently. Identify key indicators for informed decision-making and preservation efforts.

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Statistics for periodic reporting

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  1. Statistics for periodic reporting Simon Ellis

  2. What’s it for? • Outstanding Universal Value? • Management process? • Risk/threat • Resources • Future plans? • All of the above!!

  3. What can we expect? • From site managers • EU/NA everything?, other regions much less?? • Statistics or qualitative info? • Resources • database design > data entry > extraction > publishing > long term maintenance • Training; glossaries, technical assistance, capacity building

  4. Fundamental principles of statistics • Minimise the collection burden on countries • Fitness for purpose • Do not duplicate collection of the same information • Only collect what is needed and use all that is collected

  5. Site level Management effectiveness National level Management effectiveness Publication Prioritisation Identify best practice Regional level Publications and reviews Prioritisation Identify best practice Global level Universal value Prioritisation Evidence based policy Iceberg or Pyramid?

  6. Response rates ~ local co-operation • Less than 60% of countries reported whether they had involved local authorities or communities • In Arab States less than 40%

  7. Low response rates ~ some reasons • Design issues; use of colour • Capacity; resources, technical skills • Results not used • Understanding; language, concepts • Number of open questions; length of time/thought required • Other work; relevance, priority

  8. The questionnaires • Too many questions • often open-ended, no time to process = not used • Duplication, inconsistency • Flow and routing • Complex notes • Translation/adaptation issues • Too many questions about uncertain future • For each question ask for all regions • Is this often filled in? Are answers clear? • Is the data used in publications and reports? • Are answers/non-response followed up? • Use and feedback • Periodicity; to what extent is structure fixed for whole reporting cycle? Regional cycle = reduced comparability

  9. A new strategy • At international level put resources into improving response rates in a smaller set of ‘core’ data • Review questionnaire design consider mixed instruments • Data sheet • Structured questionnaire (matrix, yes/no) • Interview (qualitative data) • Inventory (facilities) • Leave detailed interpretation to national (and regional?) levels

  10. A core data set (all types of site) Absolute minimum • Site ref no • Staff numbers • Area covered by designation • Population in smallest surrounding administrative community Other possibilities less likely to be available • Annual visitor numbers • Budget for on-site activities • Scientific/research publications

  11. Purpose of indicators • To provide a broad brush picture of trends and patterns of distribution • To inform policy decisions • To suggest areas for further investigation/research

  12. Indicators • Designation issues • Financial resources • GDP • Human resources • Staff • State of Conservation • Survey problems mean only first category can currently be assessed

  13. Designation ~ number of sites by type and region

  14. Designation ~ mountain sites by criteria, nos of sites 1979-1993

  15. Finance • Budget in relation to national GDP • % of national budget allocated to cultural and natural heritage • % of site budget expenditure allocated to conservation • % of ticket revenue allocated to site where available

  16. Sites at risk in relation to GDP

  17. Human resources ~ what level of detail? • Headcount or full time equivalent • Trained personnel • Cannot judge the quality of the course • Training v. years of experience • Duties are they distinct roles • Conservation, guide,

  18. Potential HR indicators Human resources • Percentage of staff allocated to conservation, preservation • Numbers of staff related to numbers of tourists • Numbers of staff in relation to local population

  19. State of Conservation • Measures in relation to key thresholds – visitors, acidity • Regular maintenance – budget, staff time • Measures of annual change – change in average annual rainfall (acidity?), changes in numbers of species etc.

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