1. World Heritage Committee, Thirtieth Session, Vilnius, Lithuania Tracking Management Effectiveness in Multiple Sites Sue Stolton, Equilibrium, UK

2. World Heritage Committee, Thirtieth Session, Vilnius, Lithuania This presentation is about a simple methodology – known as the Management Effectiveness Tracking Tool - that has been developed to track portfolios of sites In 15 minutes it has to be a simple presentation But creating simple things can be complex I won’t be telling you about the years it took to develop, test, review and revise Or give substantive detail of the results of analysis using the tool

3. World Heritage Committee, Thirtieth Session, Vilnius, Lithuania I will be giving a brief description of the Management Effectiveness Tracking Tool Say a little about how it has been used Give a short analysis comparing the Tracking Tool with the Periodic Reporting Section II Some suggestion about how it could be adapted for WH use

4. World Heritage Committee, Thirtieth Session, Vilnius, Lithuania The Management Effectiveness Tracking Tool is ‘fit for purpose’ Developed to assess agreed and clearly articulated objectives

5. World Heritage Committee, Thirtieth Session, Vilnius, Lithuania Original incentive for developing the Tracking Tool World Bank/WWF Alliance for Forest Conservation and Sustainable Use Target: 75 million hectares of existing forest protected areas under improved management to achieve conservation and development outcomes by 2010

6. World Heritage Committee, Thirtieth Session, Vilnius, Lithuania Management Effectiveness Tracking Tool Objectives Tracking improvements in management to achieve conservation and development outcomes Harmonised reporting for multiple sites Relatively quick and easy to complete Based on expert knowledge available at site Easily understood by non-specialists Consistent with existing reporting systems Provides useful information for site managers

7. World Heritage Committee, Thirtieth Session, Vilnius, Lithuania How has it been used? WWF’s portfolio of 200 forest protected areas World Bank’s portfolio of protected areas All Global Environment Facility protected areas projects Adapted for marine and freshwater biomes Adapted for use in all protected areas in China Used in all Indian Tiger Reserves Used to improve management in private reserves in South Africa and Namibia

8. World Heritage Committee, Thirtieth Session, Vilnius, Lithuania What is the Tracking Tool? 1.Datasheet: contextual information including objectives and threats 2.Questionnaire: 4 alternative text answers to 30 question and an associated score to summarise progress 3.Associated text fields with each question: recording justification for assessment, sources used and steps to be taken to improve the management issue

9. World Heritage Committee, Thirtieth Session, Vilnius, Lithuania Based on the management cycle of a site WCPA Framework for assessing management effectiveness

10. World Heritage Committee, Thirtieth Session, Vilnius, Lithuania Section II: Period ReportingManagement Effectiveness Tracking Tool (2) Justification for InscriptionProtected area objectives (4) (3) Boundary and buffer zoneProtected area boundary demarcation (6) (4) Authenticity and Integrity of the siteProtected area design (5) (5) ManagementResource management (11) (6) ProtectionLegal status (1); Protected area regulations(2); Law enforcement (3) (7) Management plansManagement plan (7); Regular work plan (8) (8) Financial resourcesCurrent budget (15); Security of budget (16); Management of budget (17); Fees (26) (9) Staffing levels (human resources)Staff numbers (12); Personnel management (13) (10) Expertise and Training in Conservation and Management Staff training (14) (11) VisitorsVisitor facilities (24); Commercial tourism (25) (12) Scientific studiesResource inventory (9); Research (10) (13) Education, Information and AwarenessEducation and awareness programme (20) (14) Factors Affecting the Property (SoC)Condition assessment (27); Access assessment (28) (15) MonitoringMonitoring and evaluation (30) Specific World Heritage questions (16, 17, 18, 19) Equipment (18); Maintenance of equipment (19); State and commercial neighbours (21); Indigenous people (22); Local communities (23); Economic benefit assessment (29)

11. World Heritage Committee, Thirtieth Session, Vilnius, Lithuania Two Tools: Shared Needs IssueCriteriaScoreCommentsNext steps 30. Monitoring and evaluation Are management activities monitored against performance? There is no monitoring and evaluation in the protected area 0 There is some ad hoc monitoring and evaluation, but no overall strategy and/or no regular collection of results 1 There is an agreed and implemented monitoring and evaluation system but results are not systematically used for management 2 A good monitoring and evaluation system exists, is well implemented and used in adaptive management 3 15.01 Is there a formal monitoring program for the site? 15.02 If yes, please describe it, indicating what factors or variables are being monitored and by what process. YesNo

12. World Heritage Committee, Thirtieth Session, Vilnius, Lithuania 11.03 Please briefly describe the visitor facilities at the site. 11.04 Are these facilities adequate? 11.05 If no, what facilities is the site in need of? YesNo IssueCriteriaScoreCommentsNext steps 24. Visitor facilities Are visitor facilities (for tourists, pilgrims etc) good enough? Outputs There are no visitor facilities and services0 Visitor facilities and services are inappropriate for current levels of visitation or are under construction 1 Visitor facilities and services are adequate for current levels of visitation but could be improved 2 Visitor facilities and services are excellent for current levels of visitation 3

13. World Heritage Committee, Thirtieth Session, Vilnius, Lithuania Similarities WH: assess conservation status; focus on future activities; strengthen co-operation TT: track/monitor progress of conservation targets; plan portfolio interventions WH/TT: Overlap of questionnaire topics

14. World Heritage Committee, Thirtieth Session, Vilnius, Lithuania Differences TT: based on internationally recognised structure for reporting protected area management effectiveness (WCPA Framework) TT: 30 questions plus data sheet WH: Natural and cultural site WH: 140 questions (nearly 500 over all regions)

15. World Heritage Committee, Thirtieth Session, Vilnius, Lithuania Tracking Tool: Strengths Multiple choice allows for more consistent analysis of answers over time Next steps section provides some guidance for adaptive management Questions are specifically linked to achievement of objectives Short and relatively quick to complete Standardised language thus easy to translate

16. World Heritage Committee, Thirtieth Session, Vilnius, Lithuania Tracking Tool: Limitations Not an independent assessment Questions are not weighted Limited evaluation of outputs and outcomes However good management is, if values continue to decline, the objectives are not being met. Therefore the question on condition assessment has disproportionate importance.

17. World Heritage Committee, Thirtieth Session, Vilnius, Lithuania Tracking Tool: Achievements Has grown from measuring one project’s targets to many adaptations and global uptake Largest global data set of protected area effectiveness information using one system Improving effectiveness from site to global level

18. World Heritage Committee, Thirtieth Session, Vilnius, Lithuania Can the Tracking Tool be adapted to fit the needs of WH reporting? Step 1: Clear objectives about what Periodic Reporting can and cannot achieve Step 2: Adapt Tracking Tool to reflect WH requirements and in particular cultural sites Step 3: Test revised Tracking Tool in key cultural, natural and mixed sites

19. World Heritage Committee, Thirtieth Session, Vilnius, Lithuania Cultural Challenges Challenge 1: sites are not managed by one single management unit Challenge 2: sites fragmented sometimes over large areas

20. Second Meeting of the Reflection Year on World Heritage Periodic Reporting: 2-3 March 2006 The Tracking Tool is available in English, French, Spanish, Portuguese, Chinese, Russian, Bahasa Indonesia, Lao, Khmer, Vietnamese and Mongolian Download several language version from: http://www.panda.org