Progressive Organizations: PM4SD for capacity building in

sustainability applications

Dr. Sheena CarlisleHolly Prievo

ObjectiveTo evaluate PM4SD (Project Management for

Sustainable Development) as a tool to enhance management skills and capacity building within

tourism projects and organiszations

Today’s Itinerary:PM4SD Application Capacity BuildingCase Study 1Case Study 2Case Study 3

• European project, co-funded by the Erasmus+ Programme of the European Commission working in partnership with the University of Malta, Cardiff Metropolitan University, Jlag, INTASAVE and the Bulgarian Economic F orum.

• CoLeadTourism will implement (PM 4SD) methodology as a blended learning capacity building tool

• The development of 12 brand new case studies demonstrating the application of PM4SD in live and past projects

• Development of new online training materials for a new online training platform and an up-to-date revision of the PM4SD handbook

The Integration of PM4SD into organisations

• Embedding PM4SD principles into organisational culture and projects

• Focus on products and outcomes • Encourages a planning and innovative approach to project

challenges and complex applications of sustainability• Reduces reactive snap judgements• Encourages dialogue and collaboration between project

partners, stakeholders and beneficiaries

Capacity building and PM4SD in sustainability projects can:

• Manage change as a result of projects• Resolve conflict on projects • Manage institutional pluralism, • Enhance coordination amongst stakeholders• Foster practical communication• Ensure data and information are shared • Support cyclical thinking in the continuation beyond projects

through planning, action, reflection….

CAPACITY BUILDING“The process through which individuals,

organizations and societies obtain, strengthen and maintain the capabilities to set and

achieve their own development objectives over time.

Simply put, if capacity is the means to plan and achieve, then capacity development

describes the ways to those means.”-UNDP, 2009 (Capacity Development: A UNDP Primer)

PM4SD Tools for Capacity

Building

•Stakeholder’s Map & Management Program

•Product-based Planning

•Communication Plan

Why Capacity building for sustainability implementation?

• Lack of knowledge of the value of sustainability applications and wider impacts within a company, business or community

• Engage with relevant stakeholders (buy-in )• Integrate accountability and transparency in project

implementation• Ensure standards for sustainability implementation quality

projects alongside sustainability indicators• Critical Project evaluation and Accountable outcomes and product

Case Studies•Umayyad Itinerary; Lebanon•ETIS Application; Piemonte Region, Italy•A Destination Management Organization; Bulgarian Danube

Umayyad Itinerary in Lebanon:

Improvement of Mediterranean Territorial Cohesion through Setup of Tourist-Cultural

Itinerary

Challenge 1: Direction

Challenge 2: Unengaged stakeholders

Planning (Product Based) • initial step - narrative

• Clarify final product

• Sub-products (flow map for roles/ responsibilities- planning, scheduling and work activities.

• link end users to the products

• correlation with market suitability

• reduced risk

• less wasted resources

Stakeholders Map• identify major challenges

• foundation for the organizational phase

• roles and responsibility

• Dormant capacity

• Information sharing: best practices, academic, technical, scientific

• Culture, ownership, through inclusion

• common vision

Case Study 3 : Challenge

PM4SD, capacity building and initiating change in the Piemonte Region, Italy.

• Stakeholder Working Group Mechanism• Piemonte Regional Authority • SiTI - Higher Institute on Territorial Systems for

Innovation (4 indicators)• ATL del Cuneese (8 indicators)and the Province of Cuneo

(3 indicators)• Chamber of Commerce of Cuneo (5 indicators)

Product Based Planning and Capacity

Building

1/ Creating the Project Product Description.2/ Creating the Product Breakdown Structure (PBS) 3/ Create the Product Flow Diagram 4/ Create Product Descriptions

BenefitsClarity

Product Breakdown Structure (PBS) for the ETIS project

External Products Internal Products Project Management Products

Stakeholder Working Group Project Plans, i.e. Project BriefResearch Data of ETIS Indicators from Tourism Destination and Business Community in Cuneo Province -

Communication Plan Outline Business Case

Analysis and Evaluation of ETIS Indicator Data from Tourism Destination and Business Community in Cuneo Province

Quality Plan Project Management Structure

Strategic plan of Action for continuation of the ETIS system

Risk Management Plan Project Product Description

 Implementation of sustainable indicators

Project Plan Product Descriptions

A Destination Management Organization in the Bulgarian Danube

Challenge 1: No infrastructure for information exchange

Challenge 2: Leadership

Planning (Product Based) • clarified objectives- link

EUSDR policy (establishment of tourist regions) to end users

• Policy identification and adherence

• FPDD- centralized knowledge base

• Identified and organized useable resources

• accountability and ownership within the project

Stakeholder Engagement via Communication Plan

• Raising awareness

• Platform for reliable, routine communication (identify risks, challenges, opportunities)

• exchanges between Ruse (local, Operational) and capital in Sofia (Directing)

• reduce impact of gaps intra/inter-regionally

• roles and responsibilities

• Transparency & cooperation between varying levels of decision making