How does the Toolkit work?
The Toolkit is organized around a set of 12 tools, each looking at critical elements of the management system for the heritage place. Each tool has a specific purpose and includes guidance to help users engage in full and open discussions about those management elements. To facilitate their use, the tools are accompanied by worksheets in the form of either a template to help compile information in a systematic way or a questionnaire to help users identify opportunities and necessary actions. Together, the tools offer an iterative methodology that will enable you and all those involved in the assessment to identify what is working well and what can be done better.
Tool 1:
Values
In the context of heritage conservation, values are the qualities for which a heritage place is considered important to be protected for present and future generations. Values are determined by a range of social and cultural factors. What is valued by one section of society may not be valued by another, or may be valued for different reasons, or one generation may value it but it may not be valued by the next generation. Heritage places normally have a range of values: aesthetic, architectural, biological, ecological, historic, geological, social, spiritual, etc. These values are embodied in and conveyed by the attributes of the heritage place.
, attributes and management objectives – Assesses the understanding of the values and attributes of the
World Heritage property
A cultural, natural or mixed heritage place inscribed on the World Heritage List and therefore considered to be of OUV for humanity. The responsibility for nominating a property to the World Heritage List falls upon the State(s) Party(ies) where it is located. The World Heritage Committee decides whether a property should be inscribed on the World Heritage List, taking into account the technical recommendations of the Advisory Bodies following rigorous evaluation processes.
When used as a general term, World Heritage refers to all the natural, cultural and mixed properties inscribed on the World Heritage List.
or other heritage place and whether existing management objectives are appropriate to guide the management system.
Tool 2: Factors affecting the property – Assesses if factors that affect or could potentially affect the property or heritage place are known, well understood and documented. It also analyses the adequateness of management responses to the identified factors.
Tool 3: Boundaries, buffer zones and wider setting – Assesses different aspects of the configuration of the
World Heritage property
A cultural, natural or mixed heritage place inscribed on the World Heritage List and therefore considered to be of OUV for humanity. The responsibility for nominating a property to the World Heritage List falls upon the State(s) Party(ies) where it is located. The World Heritage Committee decides whether a property should be inscribed on the World Heritage List, taking into account the technical recommendations of the Advisory Bodies following rigorous evaluation processes.
When used as a general term, World Heritage refers to all the natural, cultural and mixed properties inscribed on the World Heritage List.
or other heritage place to examine their appropriateness, as well the interactions between the property, its buffer zone(s) and wider setting.
Tool 4: Governance The interactions among structures, processes and traditions that determine how power and responsibilities are exercised, how decisions are taken and how different actors have their say in relation to the identification, protection and management of the World Heritage All inherited assets that people value for reasons beyond mere utility. Heritage is a broad concept and includes shared legacies from the natural environment, the creations of humans and the creations and interactions of humans and nature. It encompasses built, terrestrial, freshwater and marine environments, landscapes and seascapes, biodiversity, geodiversity, collections, cultural practices, knowledge, living experiences, etc. property or the heritage place. arrangements – Assesses if the roles and responsibilities of different managers are clearly defined, if there is effective coordination between them, and the level of engagement and participation of rights-holders in the management of the property or other heritage place.
Tool 5: Legal, regulatory and customary framework – Assesses how policies, legislation, customary practices and other legal and regulatory instruments are used to manage the property or other heritage place.
Tool 6:
Management planning
The process used to establish how to get from the present situation (here) to a desired state or point in the future (there). This requires a clear understanding of the present situation and deciding what is to be achieved, within a specific budget, what actions to take and what the time-frame will be. Planning for a
World Heritage property
A cultural, natural or mixed heritage place inscribed on the World Heritage List and therefore considered to be of OUV for humanity. The responsibility for nominating a property to the World Heritage List falls upon the State(s) Party(ies) where it is located. The World Heritage Committee decides whether a property should be inscribed on the World Heritage List, taking into account the technical recommendations of the Advisory Bodies following rigorous evaluation processes.
When used as a general term, World Heritage refers to all the natural, cultural and mixed properties inscribed on the World Heritage List.
or other heritage place can involve many different types of planning at various geographic scales and organizational levels.The management plan is the main product of the management planning process for a
World Heritage property
A cultural, natural or mixed heritage place inscribed on the World Heritage List and therefore considered to be of OUV for humanity. The responsibility for nominating a property to the World Heritage List falls upon the State(s) Party(ies) where it is located. The World Heritage Committee decides whether a property should be inscribed on the World Heritage List, taking into account the technical recommendations of the Advisory Bodies following rigorous evaluation processes.
When used as a general term, World Heritage refers to all the natural, cultural and mixed properties inscribed on the World Heritage List.
. As a process, management planning does not end with the production of the management plan but continues through its implementation, monitoring and evaluation. The management plan can be accompanied by a number of other plans or related documents that derive from or support it, such as conservation plans, disaster risk management plans, sustainable tourism or visitor management plans or strategies, interpretation plans, business plans, etc.
framework – Provides an overview of the effectiveness of the planning framework and assesses the adequacy of the management plan or other main planning instrument used to guide management.
Tool 7: Needs and inputs – Assesses if current human capacity and financial, material and technological resources are adequate to effectively manage the property or other heritage place.
Tool 8:
Management processes
The series of processes that together contribute to the management of the
World Heritage property
A cultural, natural or mixed heritage place inscribed on the World Heritage List and therefore considered to be of OUV for humanity. The responsibility for nominating a property to the World Heritage List falls upon the State(s) Party(ies) where it is located. The World Heritage Committee decides whether a property should be inscribed on the World Heritage List, taking into account the technical recommendations of the Advisory Bodies following rigorous evaluation processes.
When used as a general term, World Heritage refers to all the natural, cultural and mixed properties inscribed on the World Heritage List.
. In broad terms, the following processes are considered:decision-making processes;planning processes;implementation processes;monitoring and evaluation processes.
These broad processes in themselves can involve other processes (e.g. visitor management, community engagement, human and financial resource management) to effectively manage the
World Heritage property
A cultural, natural or mixed heritage place inscribed on the World Heritage List and therefore considered to be of OUV for humanity. The responsibility for nominating a property to the World Heritage List falls upon the State(s) Party(ies) where it is located. The World Heritage Committee decides whether a property should be inscribed on the World Heritage List, taking into account the technical recommendations of the Advisory Bodies following rigorous evaluation processes.
When used as a general term, World Heritage refers to all the natural, cultural and mixed properties inscribed on the World Heritage List.
. Processes should be based on a range of accepted procedures, standards and benchmarks so there is a clear idea of what the process entails, what is expected to deliver and the extent to which established or accepted processes are being followed.
– Assesses the appropriateness of management processes by examining if there are policies and procedures in place to ensure that processes are implemented according to good practices and desired standards.
Tool 9: Implementation of management responses – Assesses progress in implementing the management plan, subsidiary plans, and relevant work programmes.
Tool 10: Outputs The tangible products, goods and services produced as a result of the implementation of an intervention, activity or action. – Monitoring Collecting and analysing data to check that the management system of a heritage place is operating effectively and delivering the right results, and to identify remedial measures in the event of shortcomings or new opportunities. productivity – Assesses the delivery of outputs resulting from the implementation of planned actions, routine work and management processes.
Tool 11: Outcomes The intended and unintended short- and medium-term achievements of the implementation of management responses, interventions, activities or actions and the outputs derived from them. It is important to distinguish between desired and actual outcomes. Desired outcomes are defined during planning processes and reflect what managers wish and expect to achieve over a period of time, usually defined in the management plan. Actual outcomes reflect what has really been achieved after implementation. – Monitoring Collecting and analysing data to check that the management system of a heritage place is operating effectively and delivering the right results, and to identify remedial measures in the event of shortcomings or new opportunities. state of conservation ––Examines whether monitoring programmes are adequate to assess the state of conservation of the property and if its values are being maintained.
Tool 12: Review of management effectiveness assessment results – Summarizes the findings of the assessment and helps to prioritize future follow-up actions.