ETIS Toolkit 2016 150316
ETIS Toolkit 2016 150316
ETIS Toolkit 2016 150316
Ares(2016)1305067 - 15/03/2016
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Introduction
The European Commission launched the European Tourism Indicator System (ETIS) in 2013 with
the aim helping destinations to monitor and measure their sustainable tourism performance, by
using a common comparable approach.
ETIS is a voluntary management tool. Its monitoring results are based on self-assessment, observations, data collection and analysis by the destinations themselves. ETIS does not set minimum
values to be achieved and it does not provide any certification.
In identifying a set of core indicators it does, however, provide destinations with the basic information they need to monitor sustainability and to manage tourism activity more effectively.
The first set of ETIS indicators was the result of several years of cooperation between the Commission and the Tourism Sustainability Group (TSG)(1) and the European Commission committed itself
with its Communication(2) Europe the worlds n.1 tourist destinations - a new political framework
for tourism in Europe, notably action 11, To develop, on the basis of Necstour(3) or EDEN(4), a system of indicators for the management of destinations.
The ETIS was based on 27 core indicators and 40 optional indicators, subdivided into four categories:
1.
2.
3.
4.
destination management,
social and cultural impact,
economic value,
environmental impact.
The feasibility and practicality of the ETIS Toolkit and the entire system at destination level was
tested through two pilot phases over a 2-year period. More than 100 destinations across Europe
implemented and tested ETIS and provided the Commission with feedback about their experience.
The Commission, with the support of a pool of experts, analysed this feedback and revised the system in 2015-2016.
The current 2016 edition of the ETIS Toolkit is the result of this revision. It provides destinations
with a fully tested system and a more realistic set of core indicators.
(1) The TSG was composed of public and private sector experts in sustainable toruism and it advised the Commisison on
the development of policies to promote a more sustainable and competitive approach towards tourism management
and development.
(2) COM(2010) 352 final.
(3) Network for Competitive and sustainable tourism regions.
(4) European Destination of Excellence.
Contents
Introduction....................................................................................................................................................................... 3
Sustainability of tourism atinternational and European level................................................................. 7
The international dimension for global sustainable development..........................................................7
European Commission initiatives supporting tourism sustainability.....................................................8
Other initiatives taken by private stakeholders.................................................................................................9
European Tourism Indicator System................................................................................................................... 10
What is the European Tourism Indicator System?........................................................................................10
Why measure and monitor sustainability indicators?.................................................................................10
What is a destination?...................................................................................................................................................10
Why implement the European Tourism Indicator System?......................................................................11
How does the European Tourism Indicator System work?........................................................................11
The Toolkit...........................................................................................................................................................................12
Part 1: The seven-step guide totheimplementation ofthe European Tourism Indicator
System.............................................................................................................................................................................. 13
Step 1: Raise awareness..............................................................................................................................................13
Step 2: Create a destination profile......................................................................................................................13
Step 3: Form a Stakeholder Working Group.....................................................................................................13
Step 4: Establish roles and responsibilities.......................................................................................................15
Step 5: Collect and record data...............................................................................................................................16
Step 6: Analyse results.................................................................................................................................................16
Step 7: Enable ongoing development and continuous improvement.................................................17
Flow chart: Seven steps to using the system..................................................................................................19
Part 2: The core and supplementary indicators............................................................................................. 20
Definition of core and supplementary indicators..........................................................................................20
Supplementary indicators...........................................................................................................................................23
Acknowledgements..................................................................................................................................................... 25
The members of the ETIS pool of experts.........................................................................................................25
European Commission ETIS Team..........................................................................................................................27
Sustainability of tourism
atinternational and European level
The tourism sectors competitiveness is closely linked to its sustainability, as the quality of tourist
destinations is strongly influenced by their natural and cultural environment and the attitudes of
the local community.
Today, sustainable development and sustainability are integral parts of the debate about how
tourism should use natural and social resources to gain economic benefits. It led to the growing
recognition that public and private tourism actors need to consider the equal distribution of maximised economic benefits, the minimisation of the sociocultural impacts on hosts and tourists as
well as the protection and the enhancement of the natural environment through tourism activities.
Globally, several world-leading organisations have put sustainable tourism on their agenda, such
as the United Nations World Tourism Organisation (UNWTO)(5) or the Global Sustainable Tourism
Council (GSTC)(6).
Similar initiatives are mirrored in Europe and developed and implemented by EU institutions, such
as the European Commission and the European Environment Agency(7), or by international organisations such as the Council of Europe through the European Institute of Cultural Routes(8).
All of these activities try to reduce the difficulty of practically applying the theoretical concept of
sustainability for a variety of stakeholders, which include the host community/destination, tourism
businesses, policymakers (mainly at the local and regional level), non-governmental organisations,
networks, clusters and tourists. In general, one of the main issues remains the complexity of the
concept of sustainable tourism. Therefore, it continues to be a contested concept.
www2.unwto.org
www.gstcouncil.org
www.eea.europa.eu
www.coe.int; www.culture-routes.net
with the 10-year framework of programmes on sustainable consumption and production patterns
(10YFP)(9), is to catalyse changes in tourism operations through evidence-based decision-making,
efficiency, innovation and collaboration among stakeholders, monitoring and the adoption of a life
cycle approach for continuous improvement.
(9) http://www.unep.org/10yfp/About/Whatisthe10YFP/tabid/106245/Default.aspx
(10) www.emas.eu
(11) http://susproc.jrc.ec.europa.eu/activities/emas/
(12) www.ecolabel.eu, http://ec.europa.eu/environment/ecolabel/products-groups-and-criteria.html
(13) http://www.eea.europa.eu/publications#c14=&c12=&c7=en&c11=5&b_start=0
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What is a destination?
For the purposes of this system of indicators, a destination can be defined as:
a geographic area that is currently or potentially attractive to visitors/tourists;
a place or area which is recognised and can easily be defined as a visitor destination and
has a range of facilities and products in place for tourism purposes;
a place or area which is promoted as a destination;
a place or area where it is possible to measure the supply of and demand for tourism services, i.e. the visitor economy;
a place or area where the visitor management process usually includes a range of public and
private-sector stakeholders together with the host community.
Large areas like national or regional areas that do not directly manage tourism resources and facilities but engage with stakeholders are not appropriate for this system.
Tourism destinations are the focal point of tourism activity. Eurostat(19) data show that Europeans
made just over one billion trips in 2014. The average trip spend was EUR 334; a total of EUR 391
billion in expenditure.
This economic impact is felt in employment, increased tax revenues, successful business growth,
environmental conservation and cultural heritage protection. However, every tourist also leaves
waste behind, uses water and energy and has an impact on the communities they visit. Therefore,
informed and collaborative destination management is essential for European tourism destinations
to be viable in the long term.
(19) http://ec.europa.eu/eurostat/statistics-explained/index.php/Tourism_trips_-_introduction_and_key_figures
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It contains 43 core indicators and an indicative set of supplementary indicators. These can be
used as needed and appropriate: the system can be used in its entirety or integrated into existing
destination-monitoring systems.
An important added value of the system is that destinations can choose themselves the most relevant indicators they wish to adopt and monitor in order to meet the needs of the destinations, the
interest of local stakeholders and the specific sustainability issues that the destination faces. This
provides additional flexibility to the system and improves the potential of feasibility and success.
The basic principle of the indicator system is that destination responsibility, ownership, and
decision-making is shared. Engaging a group to come together and work to collect and report information is a powerful way to undertake effective destination management.
The Toolkit
The process of putting into action the ETIS is summarised in the present Toolkit. It is a simple,
easy-to-implement tool intended to help destinations manage and monitor greater sustainability.
The Toolkit consists of two parts. Part 1 is a step-by-step guide to the application of the system
and Part 2 contains a synopsis of the core indicators and of the set of supplementary indicators.
The indicators in this Toolkit are part of an integrated approach to destination management. This
approach stresses the importance of collaboration, cooperation, ongoing assessment, effective
communication and a holistic perspective.
Several IT supporting documents have been developed to help the destinations in the implementation of the ETIS, such as: destination datasheet (which is a tool to capture the data collected
by stakeholders); destination profile; invitation letter template and surveys (visitor, resident, destination management and enterprise); and glossary. These documents are available on the ETIS
website of the European Commission(20).
Who is the Toolkit for?
The execution of this Toolkit should be coordinated by a local champion who is motivated to initiate the implementation of the system in their destination. This could be a senior representative
from the destination management organisation, destination marketing board, tourist board, local/
regional tourism authorities, tourism ministry, private sector or tourism association. As the champion can come from a range of backgrounds, for the purposes of the ETIS, the individual leading
the implementation of the indicator system in their destination is known as the local destination
coordinator.
The role of local destination coordinators
The role of the local destination coordinator is crucial. It normally includes the planning, coordination, stakeholders management, tourism indicators monitoring, communication andmarketing. It
can also include the organisation of capacity building and other training activities, as well as some
research activities related to the assessment and the selection of quality standards. To take on this
role an individual will need the ability to gather and influence stakeholders, have access to relevant
data (or the ability to access it through others), be entrusted to store the data (some of it may be
sensitive) and have some level of management authority.
(20) http://ec.europa.eu/growth/sectors/tourism/offer/sustainable/indicators/index_en.htm
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To be able to gather enough data to be representative and meaningful, it will be essential to have
representatives from the private sector and the destination management organisation or
tourism authority playing an active role in the SWG. Other sectors that are important to include
are community groups, utility providers, local authority departments responsible for employment,
economic growth, planning, protected areas and the environment. Local destination coordinators
should encourage representatives from these and other relevant sectors to get involved by emphasising the benefits of participation to both the individual and the organisation they represent.
An average stakeholder group will generally consist of around 15-20 people (less in a small destination).
Some suggested organisations to have represented on the SWG are:
meeting. At this event, the ETIS can be presented and its relevance to both the destination and the
individuals in attendance can be explained. Ideally, this meeting should be held in a fairly central
location within the destination.
It is an opportunity to give SWG members an overview of the ETIS and the benefits the destination will gain from using it. It may prove difficult to gather suitable stakeholders from
every relevant discipline at the initial meeting of the SWG. However, as long as some of the
key stakeholders are represented and are ready to get involved, the system can be adopted.
The size of the group and the data collected can be expanded over time.
At the meeting, the local destination coordinator should also introduce the core indicators to the SWG and gain feedback on their relevance to the destination and the needs
of the stakeholders. They should also discuss the availability of existing data and how data
for some or all of the remaining indicators could be obtained.
As the meeting is participatory, SWG members can also be invited to share their knowledge and experience of particular aspects of the destination. It is important to listen
to the stakeholders as well as to speak. It is also important to help steer the group towards
understanding the process and help reach an agreement on how to move things forward.
An important outcome from the meeting is a clear agreement on the engagement of the
stakeholders, the responsibilities of SWG members and a timeline for data collection, i.e.
which stakeholder is collecting data for each indicator, when and how.
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16
(23) http://ec.europa.eu/growth/sectors/tourism/offer/sustainable/indicators/index_en.htm
(24) http://ec.europa.eu/growth/sectors/tourism/offer/sustainable/indicators/index_en.htm
(25) http://ec.europa.eu/growth/sectors/tourism/offer/sustainable/indicators/index_en.htm
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It is also useful to discuss and gain an agreement on the communication of results and eventual
success stories to wider groups of stakeholders, the local community and other organisations and
people outside the destination.
In time, the data collected should help tell a story about the destination that can be
integrated into marketing and communication plans, as well as informing long-term
strategy and policy. When communicating to the public, the SWG can then consider the different
types of tourists that may now be encouraged to visit the destination and present it to potential visitors highlighting their points of interest. This will help to maximise the economic benefit that can
result from better management and a more sustainable destination.
Step 1
Raise awareness
Step 2
Create a destination profile
Step 3
Step 4
Establish roles and
responsibilities
Step 5
Collect and record data
Step 6
Analyse results
Step 7
Enable ongoing development and
continuous improvement
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Indicator
reference#
A.1.1
A.2.1
Percentage of tourists and same-day visitors that are satisfied with their overall
experience in the destination
A.2.2
Indicator
reference#
B.1.1
B.1.2
B.1.3
B.1.4
B.1.5
B.2.1
B.2.2
Occupancy rate in commercial accommodation per month and average for the
year
B.3.1
B.3.2
B.4.1
Percentage of locally produced food, drinks, goods and services sourced by the
destinations tourism enterprises
Indicator
reference#
C.1.1
C.1.2
Percentage of residents who are satisfied with tourism in the destination (per
month/season)
C.1.3
C.1.4
C.2.1
C.3.1
C.3.2
C.4.1
C.4.2
C.4.3
C.4.4
C.5.1
Percentage of residents that are satisfied with the impacts of tourism on the
destinations identity
C.5.2
C.4 Inclusion/accessibility
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Indicator
reference#
D.1.1
D.1.2
D.1.3
Average travel (km) by tourists and same-day visitors from home to the
destination
D.1.4
Average carbon footprint of tourists and same-day visitors travelling from home
to the destination
D.2.1
D.2.2
D.3.1
D.3.2
D.3.3
Percentage of total waste recycled per tourist compared to total waste recycled
per resident per year
D.4.1
D.5.1
D.5.2
D.5.3
D.6.1
D.6.2
D.6.3
D.7.1
Supplementary indicators
The following indicative list of supplementary indicators has to be considered as a starting
point and as an example of specific indicators which have already been tested and can be tailored
for a specific type of destination or for other needs.
Therefore, the current list can be further enriched with additional indicators in the future, once they
have been implemented by destinations.
Maritime and coastal tourism
Passengers and ports
Number of incoming and outgoing passengers per port per month
Number of berths and moorings for recreational boating
Water quality
Level of pollution in seawater per 100 ml (faecal coliforms, campylobacter)
Beaches
Percentage of beaches awarded the Blue Flag
Area and volume of sand nourishment
Total km of free beaches relative to total km of beaches
Percentage of beaches accessible to all
Number of days per year the beach/shore is closed due to contamination
Accessible tourism
Sustainable tourism policy
Percentage of the destination with an accessible tourism strategy/action plan, with agreed monitoring,
development control and evaluation arrangement
Equality/accessibility
Percentage of commercial accommodation with rooms accessible to people with disabilities and/or
participating in recognised accessibility information schemes
Does the destination have an identified accessibility management office or person available to the
public?
Percentage of businesses that have a budget for accessibility improvements
Reducing transport impact
Percentage of each category of transport in the destination that is accessible, i.e. public transport and
private hire coaches, minibuses, taxis or minicabs
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Acknowledgements
The ETIS pool of experts is an informal experts group set up by the European Commission in 2013,
in order to support its work in the assessment of the ETIS pilot phases and in the revision of the
ETIS Toolkit.
The pool of experts has been coordinated by the unit responsible for the development and the
implementation of the ETIS, Unit F.4 Tourism, Creative and Emerging Industries of the Directorate-General for Internal Market, Industry, Entrepreneurship and SMEs(26).
Janez Sirse is a Slovenian international freelance consultant for sustainable and competitive
tourism with extensive experience in tourism development, marketing, destination management,
education and capacity building in both the EU and central and south-eastern European countries.
Francesc Romagosa has a PhD in Geography and is a professor and researcher at the School of
Tourism and at the Department of Geography (Autonomous University of Barcelona), as well as an
expert in sustainable tourism and ecotourism and coastal and protected areas.
Professor Graham Miller holds a chair in sustainability in business at the University of Surrey
and is Head of the School of Hospitality and Tourism Management.Professor Miller is currently
the co-editor of the Journal of sustainable tourism, the lead judge for the World Travel and Tourism Councils Tourism for Tomorrow awards and a member of the World Economic Forums Global
Agenda Council on the Future of Travel and Tourism. Professor Miller is also a distinguished university professor at Wakayama University, Japan.
(26) [email protected]
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Silvia Barbone is an international expert in sustainable tourism, funding and project management. She is a senior tourism strategist, a project management lead trainer and the developer of
the PM4SD Project management for sustainable development certification.
Rachel McCaffey holds a Masters Degree in International Tourism Policy and has over 20 years of
international experience in tourism and sustainability. A specialist in both tourism indicator systems
and publicprivate partnerships, she has extensive experience in commercial tour operations and
contributes to major tourism development projects funded by the European Commission, USAID,
the UK Department for International Development and others.
Apolonia Rodrigues is the President of Genuineland, the creator and coordinator of Dark Sky
Alqueva, the coordinator of the European Network of Places of Peace and a tourism expert in sustainability, indicators, product development and destination management.
Florian Tgel is German and holds a Masters degree in Sustainable Tourism Management. As
Head of Audit and Certification at TourCert, he has been involved in various revision processes of
sustainable tourism standards as well as in the development of a destination certification programme in Germany.
Mara Manente is the Director of the International Centre of Studies on Tourism Economics (CISET)
of the University Ca Foscari in Venice. She has been teaching tourism economics and regional economics at the University of Venice and is also the author of many articles and books, as well as
of the Manual on tourism economics used in many Italian universities. She is a member of the
Association internationale des experts de sciences touristiques (AIEST) and of the World Tourism
Organisation Steering Committee on Statistics and Macroeconomic Analysis of Tourism and Tourism Satellite Accounts.
Cecile Rousset is the CEO and start-up founder of VivoVenetia as well as an international tourism
consultant. She is a professional with 10 years of international experience in sustainable tourism
management and planning for NGOs and the Italian Ministry of Foreign Affairs, as well as for local
administration.
Luca Santarossa is an Italian spatial planner focusing on protected areas planning and management. A 20-year-long job experience in policies and initiatives related with socioeconomic aspects
of the environmental field, at national and international level, especially dealing with natural protected areas and sustainable tourism. He currently works for the Italian organisation Federparchi.
Professor Dirk Reiser is a lecturer for sustainable tourism management at the Rhine-Waal University of Applied Sciences in Cleves, Germany. He has worked in tourism in a variety of countries
including Australia, Germany, Indonesia and New Zealand. His particular fields of interest include
sustainable tourism, destination management, CSR in tourism and wildlife tourism.
Additional members of the ETIS pool of experts contributing to the revision of the ETIS are Professor Nadia Theuma and Ms Petra Bollich.
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