Butterworth-Heinemann is an imprint of Elsevier The Boulevard, Langford Lane, Kidlington,Oxford, OX5 1GB 30 Corporate Drive, Suite 400, Burlington, MA 01803, USA First edition 2006 Reprinted 2006, 2007, 2008 (twice) Copyright © 2006 Elsevier Ltd. All rights reserved No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means electronic, mechanical, photocopying, recording or otherwise without the prior written permission of the publisher Permissions may be sought directly from Elsevier’s Science & Technology Rights Department in Oxford, UK: phone ((cid:2)44) (0) 1865 843830; fax ((cid:2)44) (0) 1865 853333; email: [email protected]. Alternatively you can submit your request online by visiting the Elsevier web site at http://elsevier.com/locate/permissions, and selecting Obtaining permission to use Elsevier material Notice No responsibility is assumed by the publisher for any injury and/or damage to persons or property as a matter of products liability, negligence or otherwise, or from any use or operation of any methods, products, instructions or ideas contained in the material herein. Because of rapid advances in the medical sciences, in particular, independent verification of diagnoses and drug dosages should be made British Library Cataloguing in Publication Data A catalogue record for this book is available from the British Library Library of Congress Cataloging-in-Publication Data A catalog record for this book is available from the Library of Congress ISBN: 978-0-7506-6438-7 For information on all Butterworth-Heinemann publications visit our website at www.elsevierdirect.com Printed and bound in China 08 09 10 10 9 8 7 6 5 Foreword This book has a rich, up-to-date and innovative didactical and pedagogical value, thus becoming an essential tool for tourism university students at the beginning of the century. It clearly responds to the unavoidable need to include the principles of sustainability in all study areas, but especially in tourism, which has become one of the main social and economic phenomena of our times. If tourism is to continue growing and diversifying in the next decades according to the same patterns that were observed in the second half of the twentieth century, it is not conceivable to let it follow such an expansion without mastering its wide range of impacts, both positive and negative, upon the social, economic and environmental fabrics of societies. In this context, educating future tourism industry professionals is crucial, both for developing more awareness about sustainability issues, and for pro- viding them with the necessary tools for addressing those issues in their concrete, day-to-day tourism operations and in the policy-making decisions in tourism. This publication is also a practical handbook for current tourism destination, site or enterprise managers. It can help them in raising the level of sustainability in their activities. It allows them to learn about the different sustainability challenges facing the tourism industry today, how to redress current unsustainable operations, and how to take informed decisions regarding the expansion or refurbishment of exist- ing facilities to make them more sustainable, or to plan and develop new tourism infrastructures that guarantee long term, sustainable operations. For students and operators, the book clarifies the concept of sustainable tourism, which is not to be understood as a particular variety of tourism as it is sometimes wrongly thought, but rather as an overriding approach to tourism development and management applicable to all the segments of the tourism industry. In this respect, Chapter 4, dedicated to mass tourism, is an a fortioriexample, showing that sustain- able principles must be applied to all human activities, and tourism, in all its forms, must be included in the general sustainable development of territories and nations. According to the Conceptual Definition established by the World Tourism Organization, sustainable tourism must: ● Make optimal use of environmental resources that constitute a key element in tourism development; ● Respect the socio-cultural authenticity of host communities, conserve their built and living cultural heritage and traditional values, and contribute to inter- cultural understanding and tolerance; ● Ensure viable, long-term economic operations, providing socio-economic bene- fits to all stakeholders that are fairly distributed, and contributing to poverty alle- viation; and ● Maintain a high level of tourist satisfaction and ensure a meaningful experience to the tourists, raising their awareness about sustainability issues and promoting sustainable tourism practices. In order to implement the equally important three dimensions of sustainability reflected in this definition (environmental, socio-cultural and economic), and to viii Foreword ensure the quality of the tourist experience, all stakeholders in the tourism sector are relevant and play complementary roles. Indeed, it is known that actors in the tourism industry are very numerous, and they all share a common responsibility towards sustainability. However, this responsibility is differentiated and each stake- holder should assume it and establish, whenever necessary, the appropriate part- nership with other actors. The book reflects well this multi-stakeholder nature of tourism, as well as its trans-sectoral implications. Quality, the notion of which is often linked to sustainability, is also dealt with in this book. Indeed, in today’s world, no product or service can be considered of high quality if it does not comply with sustainability criteria. These criteria should be the basis on which tourism organizations, companies and destinations should establish quality labels, associating such labels with suitable indicators of sustainability. Indicators are crucial tools and help tourism managers at all stages, from planning decisions to monitoring process, but also in zoning and for determining carrying capacities. The book dedicates part of Chapter 3 to indicators, with corresponding references to the substantive work carried out in this field by the World Tourism Organization in recent years. After explaining various managing tools and techniques, such as visitor manage- ment, and presenting some of the tourism destinations, like small islands or cities, this publication ends by dealing with one particular tourism segment: ecotourism. Ecotourism is no longer a vague, confusing concept or a marginal tourism segment. The International Year of Ecotourism in 2002 – which gave the opportunity to open a wide, participatory debate among all types of stakeholders that reached its peak at the World Ecotourism Summit in Québec (Canada) – recognized the leading role that eco- tourism is playing in terms of the overall sustainability of tourism activities. The Québec Declaration on Ecotourism clearly defines the concept of ecotourism and has become a reference point in all ecotourism studies, publications and conferences. In many ways, ecotourism is a microcosm of all the issues of sustainable tourism, but focusing in a more concentrated way on specific ecosystems and traditional cultures. As a leading segment in sustainability issues, ecotourism should serve to open new windows in future research on tourism and its relation with major human challenges worldwide, contributing as far as possible to the UN Millennium Development Goals. The book also deals with the main categories of infrastructure and services that make up a tourism product, avoiding a classical and somehow outdated description of each of these components, but rather grouping them into two major groups, irre- spective of whether they are physical, infrastructural elements, or services. Yet, in both the so-called ‘facilitating sectors’ and in the ‘attractions’, the author stresses the need to adopt the sustainability approach, addressing first the ways in which each of these components affects the environment and generates impacts upon the social and cultural fabrics of societies. The facilitating sectors and the attractions come together in Chapter 8 of the book to constitute a ‘destination’, and it is here the role of the host community is examined, and especially the various ways in which com- munities can influence the level of sustainability of destinations. In conclusion, there is an adequate and appropriate coverage in the book of the various denominations that are commonly, but not always rightly used by tourism professionals and academics, clarifying the concepts of : ● sustainable tourism – namely a condition that all types of tourism must fulfil; ● alternative tourism – referring to the variety of modern, special interest tourism niches that have appeared over the last couple of decades and that have tended Foreword ix to remain outside the mass markets, although not necessarily being more sustainable; ● conventional mass tourism – referring to the traditional forms of tourism, such as beach, city, congress and winter sports tourism, and the need for these forms of tourism to become more sustainable; and ● ecotourism, understood as the segment of the tourism industry operating in rela- tively wild natural areas. Clarifying these concepts has become an unavoidable necessity, especially when talking about sustainability in tourism, in order to erase, once and for all, the mis- understanding that it is only some segments of the industry that need to be more sustainable. Perhaps the marketing and promotion of these segments need to be dif- ferentiated; perhaps also their operational management too, but the sustainability conditions must apply to all of them. Eugenio Yunis Head, Sustainable Development of Tourism World Tourism Organization Preface Introduction The juggernaut of global tourism continues to roll inexorably in the early years of the new millennium, with major geopolitical events such as 9/11 and the Iraq war caus- ing little more than minor and temporary interruptions in the pattern of increased tourist arrivals and revenues that has persisted since the end of World War II. Mass tourism destinations are now evolving into mega tourism destinations, ever more remote places are being incorporated into the global tourism system and the explod- ing domestic and outbound tourist markets of China and India are poised to propel global tourism into yet another period of accelerated expansion. Intensifying tourism activity is affecting more and more places – mostly on earth, but now also in outer space – and there can no longer be any doubt as to the potential of this sector to effect fundamental economic, environmental and sociocultural change on destination as well as origin and transit regions. This change, depending on how this sector is man- aged, can be either positive or negative and it is the understandable desire to maxi- mize the former and minimize the latter that has given rise to the now ubiquitous engagement of stakeholders with the concept of sustainable tourism. Premises This book facilitates the engagement process by describing and critically analysing the extent to which sustainability-related considerations are being pursued within the global tourism sector. In effect, it engages the contemporary engagement with sustainable tourism. At least four basic premises inform the content, which is directed primarily toward senior university undergraduates taking a tourism man- agement major or minor. First, all scales of tourism are inherently legitimate and it is a question of how appropriate alternative or mass tourism, or some combination of the two, is in any given place and time. Having said this, it makes sense to pay par- ticular attention to the sustainability of ‘mass tourism’ since this accounts for most tourism activity and is the mode that has been implicated in most negative impacts. Second, both alternative and mass tourism always entail costs as well as benefits and neither is a panacea. It is for this reason that managers can only hope to min- imize rather than eliminate the negative impacts. Third, any strategy aspiring to attain environmental, sociocultural and economic sustainability, to be viable, must additionally take into account the imperative of financial sustainability. The other dimensions of sustainability are moot if an operation goes out of business, while the ability to pursue those dimensions is enhanced if the operation is profitable. The abil- ity of the public sector to pursue effective strategies is similarly dictated by the direct and indirect financial resources at hand. Sustainability deliberations are too often utopian, yielding superb paper plans for destinations that are unlikely to attract the xii Preface necessary funding. Fourth and finally, comprehensive engagement with sustainabil- ity requires public/private partnerships based on mutual respect and cooperation, since neither sector can achieve sustainable tourism by itself. Outline The first two chapters are introductory, with Chapter 1 examining the historical ori- gins of sustainable tourism and the extent to which the concept of sustainability has been adopted and institutionalized by organizations both internal and external to tourism. Chapter 2 discusses basic issues that complicate the practice of sustainabil- ity and introduces indicators as a critical component in sustainability-related strateg- ies and management. Chapter 3 considers alternative tourism, which was conceived in the 1980s as a more appropriate or ‘sustainable’ form of tourism than mass tourism. But recognizing that alternative tourism is only a partial solution to the world’s tourism-related problems, the next four chapters focus on the private sector mass tourism industry. Specifically, Chapter 4 examines the factors that have given rise to the industry’s growing engagement with sustainability, including the emer- gence of the ‘green’ consumer and the advantages associated with size. Chapter 5 looks at the initiatives and issues of sustainability in facilitating sectors such as travel agencies, tour operators, transportation and accommodations, while Chapter 6 exam- ines selected mass tourism attractions such as casinos, theme parks, ski resorts and golf courses. Chapter 7 addresses quality control mechanisms such as codes of con- duct, ecolabels and awards that attempt to ensure adherence to the precepts of envi- ronmental and sociocultural sustainability. The next three chapters shift the focus to destinations (Chapter 8) and to the spatial strategies (Chapter 9) and visitor man- agement strategies (Chapter 10) that can be employed by public sector managers to realize sustainable tourism outcomes. Finally, Chapter 11 illustrates and synthesizes issues raised in previous chapters to one particular sector, ecotourism, which is described here as the conscience of sustainable tourism because of its explicit focus on sustainability precepts. Format The 11-chapter format reflects the division of most senior university-level courses into a 12 to 14 week semester, so that allowing time for midterm exams as well as introductory and concluding housekeeping, one chapter can be covered each week. Each chapter begins with a list of expectations that the student should meet after reading and assimilating the text. The text that follows is organized into main sections (e.g. Section 1.0), primary subsections (e.g. Section 1.2.1) and secondary as well as tertiary subsections, neither of which are numbered. Important terms are italicized while asterisks identify organizations, initiatives, etc. for which a relevant web link is provided near the end of the chapter in the On the net feature. Other supportive features that follow the main text of each chapter include a Summary, a list of print resources, a Beyond the Book feature that provides relevant questions and exercises that go beyond mere reiteration of content and a case study that illustrates concepts and issues raised by the chapter. Preface xiii Limitations The topic of sustainable tourism encompasses an enormous body of information and knowledge that expands by the day. It is therefore inevitable that much impor- tant material will be excluded from this book. In some cases no coverage was avail- able in English and in other instances my search for relevant information through personal contact, the web or other sources was unsuccessful. The author would appreciate being made aware of such material so that it can be considered for inclu- sion in the next edition. One result of this limited access to information is uneven geographic coverage. Most of the material pertains to developed regions such as North America and Western Europe where the involvement with sustainability is most pronounced, while regions such as Africa, the Middle East and Asia receive only sporadic attention. A major limitation beyond the author’s control is the paucity of rigorous academic studies that assess the results of certification pro- grammes, measure awareness of and support for such initiatives among consumers and operators and otherwise provide objective evidence by which progress in the realm of sustainable tourism can be assessed. Acknowledgements I am indebted to Eugenio Yunis, Head of the Sustainable Development of Tourism Department of the World Tourism Organization, for agreeing to write a foreword to this book, for providing critical WTO documents and for clarifying the administrative structure of WTO initiatives and bodies in this area. Thanks also to Dr Dirk Glaesser, Chief of the WTO Publications Section, for granting permission to reprint material from WTO publications. The following individuals also deserve to be recognized in respect to the provision of information and/or permission to reproduce information: Jenny Dunhill, Editorial Assistant, CABI, for providing permission to reproduce Table 4.1 from Eagles and McCool (2002) Tourism in National Parks and Protected Areas: Planning and Management, Figure 1.1 from Font and Buckley (2001) Tourism Ecolabelling: Certification and Promotion of Sustainable Management, Table 1.4 from Weaver (1998) Ecotourism in the Less Developed World and Figure 18.3 from Lawton (2001b) ‘Public Protected Areas’; Helen Gainford, Rights Manager, Elsevier, for permission to reproduce Figure 2 from Weaver (2000a) ‘A broad context Model of Destination Development Scenarios’ and Figure 2 from Weaver (in press) ‘Comprehensive and Minimalist Dimensions of Ecotourism’; Annalisa Koeman, Customer Services Manager, Green Globe 21 for providing information about the organization’s recent initiatives and the reasons for the current membership pattern by country; Fanny Langella, the Information Services Coordinator of the Global Reporting Initiative in the Netherlands, who gave permission to reproduce extracts of the Tour Operators Supplement for use in Figure 5.1; Francesca Leadlay, Administrator, Tourism Concern, for giving permission to reprint the Himalayan Tourist Code; Steve Noakes, Chair of the PATASustainable Tourism Committee, for providing information about the initiatives of PATA and Green Globe 21; Cathy Parsons, Global Manager of Green Globe 21 and Chief Executive Officer, Green Globe Asia Pacific, for permission to reproduce the three Green Globe 21 logos as well as the Company Standard Environmental Management System and Social Sustainability Policy; and Peter Semone, Vice President Development, PATA, who gave permission to reproduce the APEC/PATAEnvironmental Code for Sustainable Tourism. Thanks also to the Resort Municipality of Whistler for allowing the author to reproduce portions of their tourism zoning bylaw. Last but definitely not least, I want to thank Elsevier Butterworth-Heinemann team members Sally North, Senior Commissioning Editor – Hospitality, Tourism & Leisure, for her unflagging encour- agement and support throughout the process of writing and producing this book and editorial assistant Fran Ford, who managed the production of the manuscript after it was submitted. Chapter 1 Emergence of sustainable tourism Chapter objectives Upon completion of this chapter, the reader should be able to: (cid:2) describe the growth and geographical diffusion of international tourism since World War II (cid:2) discuss how each of Jafari’s four ‘platforms’ perceives tourism in terms of its poten- tial impacts and sustainability (cid:2) explain why the destination life cycle model can be regarded as the culmination of the cautionary platform (cid:2) describe the relationship between sustainable development and sustainable tourism (cid:2) explain why sustainable tourism has become institutionalized and (cid:2) illustrate how sustainable tourism has been formally incorporated into the agendas of tourism and non-tourism organizations at the global, regional and national levels. 1.1 Introduction The paradigm of sustainable tourism emerged, and is still evolving, as a result of developments both internal and external to the tourism sector over the past half-century. The primary purpose of this introductory chapter is to trace the evolution of the now dominant sustainable tourism para- digm during this period, using the platform model of Jafari as a framework (Section 1.3). The extent to which the idea of sustainable tourism development has been formally recognized by international and regional organizations, both external and internal to the tourism sector, will also be considered (Section 1.4). As a prelude to this analysis, Section 1.2 briefly describes the status of the global tourism industry as of 2004 and broadly outlines its dramatic numeric growth and geographic expansion since World War II. 1.2 Status of global tourism in 2004 Among the most remarkable socioeconomic phenomena of the post-World War II era has been the expansion of the global tourism industry. International tourism statistics compiled by the World 2 Sustainable Tourism Tourism Organization (WTO) are subject to periodic revision and should therefore not be regarded as absolute, but they nevertheless indicate a 30-fold increase in recorded international stayover tourists (i.e. those staying one or more nights in another country for reasons that qualify as ‘tourism’) between 1950 and 2004 (see Table 1.1). Concurrently, international tourism receipts are estimated to have increased by a factor of 235, from approximately US$2 billion to US$474 billion (WTO, 2003a). Allowing for inflation, this still represents a ‘real’ 23-fold increase. Conventional wisdom, moreover, maintains that a 10:1 ratio exists between domes- tic and international tourists (e.g. Goeldner and Ritchie, 2003), suggesting that the 750 million international tourist trips of 2004 were augmented by 7.5 billion instances of individuals travelling as tourists within their own country. Having moved from relative obscurity in 1950 to one of the world’s largest indus- tries at the beginning of the twenty-first century, global tourism as of 2003 was attributed by the World Travel and Tourism Council (WTTC) with generating 67 million direct jobs and a direct US$1.28 trillion contribution (or 3.7 per cent) to global cumulative GDP(gross domestic product, or the value of all goods and ser- vices produced within a given country in a given year). If the indirect effects are fac- tored in (e.g. the portion of the oil and automotive industries that are consumed by tourism), the respective statistics increase to 195 million jobs and a US$3.53 trillion contribution, or 10.2 per cent, to global GDP(WTTC, 2003a). While individual destinations often experience dramatic fluctuations in the num- ber of tourist visits from year to year and over the long term, the overall global pat- tern since 1950 has been one of almost uninterrupted growth. Stagnation in the early 1980s is associated with a severe global economic recession, while the Oil Crisis of 1973 and the Gulf War of 1991 succeeded only in slowing rather than reversing the rate of increase (see Table 1.1). One of only two actual declines occurred in 2001 as an aftershock of the September 11 terrorist attacks in the USA. But given the magni- tude of those attacks and subsequent events such as the invasion of Iraq, the recov- ery in 2002 to a growth rate of 2.7 per cent is that much more notable and indicative Table 1.1 Estimated international tourist (stayover) arrivals 1950–20041 Year Arrivals Year Arrivals Year Arrivals Year Arrivals 1950 25 1971 179 1983 293 1995 565 1960 69 1972 189 1984 320 1996 596 1961 75 1973 199 1985 330 1997 613 1962 81 1974 206 1986 341 1998 625 1963 90 1975 222 1987 367 1999 650 1964 105 1976 229 1988 394 2000 687 1965 113 1977 249 1989 425 2001 684 1966 120 1978 267 1990 457 2002 703 1967 130 1979 283 1991 463 2003 694 1968 131 1980 288 1992 503 2004 750 1969 144 1981 290 1993 520 1970 166 1982 290 1994 551 1in millions. Source: WTO.