unit 5: responsible organisational policy development and capacity building

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UNIT 5. RESPONSIBLE ORGANISATIONAL POLICY DEVELOPMENT & CAPACITY BUILDING

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Page 1: Unit 5: Responsible Organisational Policy Development And Capacity Building

UNIT 5. RESPONSIBLE ORGANISATIONAL POLICY DEVELOPMENT & CAPACITY BUILDING

Page 2: Unit 5: Responsible Organisational Policy Development And Capacity Building

Unit outline

ObjectivesBy the end of the unit participants will be able to:• Explain the importance of developing a company code for

responsible behaviour of customers• Explain how to develop organisational guidelines &

procedures for Responsible Tourism• Explain the meaning and importance of developing

organisational policies on sustainability• Define the characteristics of knowledge and awareness

raising campaigns• List and explain the types and characteristics of knowledge

and dissemination tools• Explain the importance of regular training and coaching

programmes on sustainable tourism practices

Topics1. Importance of policies and

procedures in tourism2. Analysing and developing

organisational policies in responsible tourism

3. Developing organisational procedures and guidelines in responsible tourism

4. Disseminating policies, procedures and guidelines in responsible tourism

5. Developing a staff training programme to support responsible tourism policy directives

Page 3: Unit 5: Responsible Organisational Policy Development And Capacity Building

TOPIC 1. IMPORTANCE OF POLICIES AND PROCEDURES IN TOURISM

UNIT 5. RESPONSIBLE ORGANISATIONAL POLICY DEVELOPMENT & CAPACITY BUILDING

Page 4: Unit 5: Responsible Organisational Policy Development And Capacity Building

The function of company policies in responsible tourism

• Links company vision and values to day-to-day operations

• Communicate expectations about work performance and boundaries of action

• Ensures compliance with relevant laws & regulations and provides a defence against inappropriate actions

• Promotes efficiency in operation and reduces need for constant management intervention

• Helps achieve sustainable tourism objectives

Healthy communities

Natural environment

Economic vitality

SUSTAINABILITY

Page 5: Unit 5: Responsible Organisational Policy Development And Capacity Building

Responsible tourism policies are at the foundation of companies becoming sustainable

RESPONSIBLE TOURISM POLICIES

Define company sustainability• They establish the goals /

targets for intended action that are specific to that company

Prioritise issues• They identify the key areas

of action

Ensure correct action• They make sure actions

taken by the company, staff and customers are effective and do not erode sustainability goals

Define training requirements• They help identify the

areas in which sustainable tourism training can then be implemented

Page 6: Unit 5: Responsible Organisational Policy Development And Capacity Building

Company benefits of having responsible tourism policies

• Helps defend a company from legal disputes• Demonstrates company commitment to maintaining a healthy

environment, building a happier society and buoyant local economy thereby enhancing the company brand and improving sales and loyalty

• Promotes the support of customers to help the company achieve its sustainability objectives

• Fosters stability and consistency in decision-making and operational procedures resulting in fewer operational setbacks

• Creates stronger and more competitive tourism destinations that have better environments, happier people and stronger local economies for the long term benefit of business, local residents and tourists

Page 7: Unit 5: Responsible Organisational Policy Development And Capacity Building

The policy development and implementation process for responsible tourism

5. Training and

development

4. Communicate

and disseminate

3. Develop responsible

tourism procedures

and guidelines

2. Develop responsible

tourism policies

1. Analyse existing

sustainability practices

PLAN DRAFT, ENDORSE, FINALISE IMPLEMENT

Page 8: Unit 5: Responsible Organisational Policy Development And Capacity Building

TOPIC 2. ANALYSING & DEVELOPING ORGANISATIONAL POLICIES IN RESPONSIBLE TOURISM

UNIT 5. RESPONSIBLE ORGANISATIONAL POLICY DEVELOPMENT & CAPACITY BUILDING

Page 9: Unit 5: Responsible Organisational Policy Development And Capacity Building

Analysing sustainability: finding gaps

• A company’s sustainability is a result of its actions and inactions as it relates impacts on the environment, local society and local economy

• Sustainability gaps are the areas in which a company is not implementing sustainability actions but where actions can be taken

• Sustainability gaps confirm a need for a new policy to reinforce sustainability practices or alternatively to amend an existing policy

Page 10: Unit 5: Responsible Organisational Policy Development And Capacity Building

Process for identifying company sustainability gaps and issues

1. Assemble policy

development and review

team

2. Establish sustainability

criteria

3. Research and analyse operational

practices

4. Shortlist sustainability

needs

5. Research and analyse

identified issues

Page 11: Unit 5: Responsible Organisational Policy Development And Capacity Building

Step 1. Assemble policy development and review team

• Use existing staff members• Have good knowledge of key

operational areas• Have experience or

understanding of sustainable tourism

• A “policy sponsor” or “leader” should be assigned for overall responsibility / ownership in developing and managing the policy

Page 12: Unit 5: Responsible Organisational Policy Development And Capacity Building

Step 2. Establish sustainability criteria

• Use national sustainability criteria / standards first, e.g. Green Lotus

• If none exist or they are inadequate, then examine international criteria

• Ensure criteria cover environmental, social, and economic aspects

Page 13: Unit 5: Responsible Organisational Policy Development And Capacity Building

Examples of Green Lotus sustainability criteriaA SUSTAINABLE MANAGEMENTA1.4 Availability of annual plan on implementation of social and cultural activities (both inside and outside of the tourist accommodation establishment) A2.2 The staff are trained on cultural and social issues (once a year)

B Maximise socio-economic benefits for local societyB2.1 Availability of policies on recruiting local people, people from remote regions and less developed economic regionsB3.1 Priority in usage of locally made products or local raw materials without exhausting natural resourcesB5.1 Existence of gender-equality regarding staff employment B5.2 Availability of policies to support female employees (maternity, training, consultation on reproductive health, etc.)

C Minimization of adverse impacts on cultural and natural heritageC2.1 Expression of local culture and traditions in the tourist accommodation establishment’s architecture, activities and services it providesC4.1 No catching of wild animals unless that activity aims at conservation purpose and is allowed by the lawC4.2 No selling of souvenirs and food made from wild animals and plants protected by law and international protocols

D Minimization of negative impacts on the environmentD1.1 Purchase of products packaged in bulk (wholesale) in order to reduce packaging and wasteD1.16 Energy saving mode is set for computers or computer screens and “energy saving label” put on office equipment D2.4 Utilization of old bed sheet and cloths for other purposesD2.3 Re-usage of toilet paper and soap left-over in guests’ rooms

Page 14: Unit 5: Responsible Organisational Policy Development And Capacity Building

Step 3. Research and analyse operational practices

• Use sustainability criteria to evaluate operational practices

• Identify which areas are already sustainable and which areas require improvement

• Create checklist and rank level of adoption of desired practice

Page 15: Unit 5: Responsible Organisational Policy Development And Capacity Building

Using Green Lotus criteria to create a sustainability checklist

SUSTAINABILITY CRITERIA EXISTS IMPLEMENTATION LEVEL (1 low -10 high)

A Sustainable

A1.4 Availability of annual plan on implementation of social and cultural activities (both inside and outside of the tourist accommodation establishment) 10

A2.2 The staff are trained on cultural and social issues (once a year) 6

B Maximise socio-economic benefits for local society

B2.1 Availability of policies on recruiting local people, people from remote regions and less developed economic regions 0

B3.1 Priority in usage of locally made products or local raw materials without exhausting natural resources 0

B5.2 Availability of policies to support female employees (maternity, training, consultation on reproductive health, etc.) 3

C Minimization of adverse impacts on cultural and natural heritage

C2.1 Expression of local culture and traditions in the tourist accommodation establishment’s architecture, activities and services it provides 4

Page 16: Unit 5: Responsible Organisational Policy Development And Capacity Building

Step 4. Shortlist sustainability needs

• Review results• Discuss in team and

agree on key areas in which responsible tourism policies are most needed

• Consideration of practicality issues must be considered

Page 17: Unit 5: Responsible Organisational Policy Development And Capacity Building

Step 5. Research and analyse identified issues

• Legitimate need• Impact on existing situation• Purpose and goal• Impact of external regulations• Harmony with company direction• Implementation requirements• Existing best practices• Potential challenges to

implementation

Page 18: Unit 5: Responsible Organisational Policy Development And Capacity Building

Key components of a policy document

COMPONENT DESCRIPTION

Headline banner

Policy title, date of issue, policy number, page numbers, effective date, “supersedes / substitute?” notifications, office of origin, policy approval authority

Policy statement

Indicates the purpose of a policy, refers to external regulations or additional policy discussion (if applicable), gives a summary of the importance of its content

Applicability Clarifies who the policy applies to as well as consequences for non-compliance

Definitions Provides a definition of any technical terms used in the policy document

Cognisant office(s)

Identifies office(s) to contact in case of need for help with interpretations, resolution of problems and special issues

Related policies Exact reference and information about related policies or procedures and guidelines

Page 19: Unit 5: Responsible Organisational Policy Development And Capacity Building

Example of standard policy document Standard policy layout:

Name of organisation

TitlePage x of y pages

Issue Date: Insert date Policy statement: Describes the policy purpose and its importance Applicability: Name of relevant departments Definitions: Defining terms Cognisant office(s): Office(s) to contact for information or support on policy Related policies: References other connected policies Name and Title of Authorising Officer DateSigned and dated by the person authorising the procedure.

Page 20: Unit 5: Responsible Organisational Policy Development And Capacity Building

The InterContinental Hotels Group’sResponsible Tourism Policy Statement

Source: InterContinental Hotels Group 2014, http://www.ihgplc.com/index.asp?pageid=920

Page 21: Unit 5: Responsible Organisational Policy Development And Capacity Building

Responsible tourism policy areas

Social responsibility

Environmental responsibility

Economic responsibility

Page 22: Unit 5: Responsible Organisational Policy Development And Capacity Building

Policy areas to meet environmental responsibility

Environmental responsibility

Page 23: Unit 5: Responsible Organisational Policy Development And Capacity Building

Example policy statement on energy and water use & issues to consider

Policy statement: “[Company Name] is committed to reducing energy and water consumption wherever possible through the active efforts of its staff and customers and through passive means such as the installation of energy- and water-saving devices.”

Policy concerns: Use of lights, types of lights, use of air conditioners, heaters and natural ventilation, use of fossil fuels and renewable energy, monitoring and maintenance of electronic equipment, cables, water fixtures and pipes, use of different modes of transport, use of water flow regulation devices, use of rain water, use of grey water, communication and education of staff and customers, monitoring of rates of energy and water use…

Page 24: Unit 5: Responsible Organisational Policy Development And Capacity Building

Policy areas to meet social responsibility in tourism

Social responsibility

Page 25: Unit 5: Responsible Organisational Policy Development And Capacity Building

Example policy statement on respecting local culture & issues to consider

Policy statement: “ [Company Name] is committed to the welfare and health and safety of all its employees and contractors and to delivering socio-culturally responsible products and services to its customers.”

Policy concerns: Conduct of staff and guests, participation in local community development projects, sponsorship of local initiatives, monitoring of community projects, reflection of culture in company products, maintenance of cultural authenticity in marketing, existence of occupational health and safety provisions for employees, existence of safety regulations for customers…

Page 26: Unit 5: Responsible Organisational Policy Development And Capacity Building

Policy areas to meet economic responsibility in tourism

Economic responsibility

Page 27: Unit 5: Responsible Organisational Policy Development And Capacity Building

Example policy statement on supporting the local economy & issues to consider

Policy statement: “[Company Name] is committed to achieving economic sustainability in its operation that is founded upon the principles of fair trade and fosters the provision of fair employment and income-earning opportunities for the local community and economy.”

Policy concerns: Principles of trade, procurement of local goods and services, staff salary levels, provision of contracts with position descriptions, provision of employment benefits, provision of staff training and capacity building, provision of career advancement opportunities, practice of non-discrimination and gender equality, communication and education of staff and customers, monitoring of salaries and contracts…

Page 28: Unit 5: Responsible Organisational Policy Development And Capacity Building

TOPIC 3. DEVELOPING ORGANISATIONAL PROCEDURES & GUIDELINES IN RESPONSIBLE TOURISM

UNIT 5. RESPONSIBLE ORGANISATIONALPOLICY DEVELOPMENT & CAPACITY BUILDING

Page 29: Unit 5: Responsible Organisational Policy Development And Capacity Building

The role of procedures and guidelines

Procedures and guidelines provide the detail about how a policy is to be achieved - what will be done, by whom, when, and how.

Explain required actions (what)• Provide step-by-step directions explaining

how the policy is to be achieved

Assign responsibility (who)• Identify the people who are to act

Explain method of action (how)• Specify the precise actions required

Define timing (when)• State when the actions are to occur and the

sequence of events

Page 30: Unit 5: Responsible Organisational Policy Development And Capacity Building

Effective procedures and guidelines…

…should be written in plain and simple to understand

…use short, familiar words

…can include diagrams, flow charts, or even photographs

Page 31: Unit 5: Responsible Organisational Policy Development And Capacity Building

The key components of a procedure document

COMPONENT DESCRIPTION

Purpose and scope Specifying purpose of procedure, the area covered, exclusions

Responsibility for implementation

Specifying who will implement the procedure

Procedure Listing (or depicting) sequentially exactly what must be done and noting exceptions

List of procedures Steps for implementing actions

Documentation Listing documents to be used with the procedure and attaching examples of completed documentation, if appropriate

Records Listing any records created as a result of using the procedure, where they are stored and for how long

Authorisation and date

Signed and dated by the person authorising the procedure

Page 32: Unit 5: Responsible Organisational Policy Development And Capacity Building

Name of organisation(If specific to a service stream or unit, name of stream or unit)

TitlePage x of y pages

Issue Number: 1 Issue Date: 10/1999Purpose and scopeSpecify purpose of procedure, area covered, exclusions.Responsibility for implementing procedureSpecify who will implement the procedure.ProcedureList sequentially exactly what must be done, note exceptions.DocumentationList documents to be used with the procedure, attach examples of completed documentation, if appropriate.RecordsList any records created as a result of using the procedure, where they are stored and for how long.Name and Title of Authorising Officer DateSigned and dated by the person authorising the procedure.

Example of a procedures document

Page 33: Unit 5: Responsible Organisational Policy Development And Capacity Building

Example of procedures for reducing waste in the office

1. Paper1.1 Meeting minutes and nightly reports to be distributed by email only1.2 Only office paper containing recycled content may be purchased1.3 Paper is to be recycled by using the paper recycle boxes supplied at each desk1.4 Paper and cardboard is not to be placed in an office waste bin unless it is soiled or contaminated1.5 No cardboard, plastic, metals, food or other waste are to be placed in the paper recycle bins1.6 Paper recycle bins will be emptied nightly by the cleaning contractor2. Cardboard2.1 All copy paper boxes are to be kept and reused for file storage2.2 Other cardboard boxes and material are to be flattened and stacked next to in an area for easy collection by the cleaning contractor 2.3 The cleaning staff are responsible for moving the flattened cardboard to the pickup location nightly3. Commingled recycling 3.1 Commingled recycling includes glass, plastics, aluminium cans, and cartons3.2 Recycling bins for glass, plastics and aluminium cans have been placed at various locations throughout the building3.3 These co-mingle recycle bins are cleared daily by the contract cleaning company3.4 Co-mingle items are placed into these bins and not into the general waste bins 3.5 The containers should be relatively free of food or liquid and generally rinsed and clean before disposal4. Ink and toner cartridges4.1 All computers must have printer set to draft option to reduce ink consumption4.2 Used printer cartridges are to be placed in the used ink cartridge bin for removal by the cleaning contractor and returned to supplier

Page 34: Unit 5: Responsible Organisational Policy Development And Capacity Building

Purpose of guidelines

• Support day-to-day decision-making

• Describe best practice based on evidence and standardised actions that are commonly accepted within the industry

• Provide detailed instructions on how to undertake more complex procedures

Page 35: Unit 5: Responsible Organisational Policy Development And Capacity Building

Policy AProcedures

The relationship between policies, procedures and guidelines

Policy A.

Policy A Procedures A1

Guidelines

A1.

A2.

A3.

A1.1

A1.2

A1.3

A1.4

Policy A Procedures A3

Guidelines

A3.1

A3.2

A3.3

A3.4No guidelines

required STOP HERE.

Com

plex

pro

cedu

re it

em

Simple procedure

Complex procedure item

Page 36: Unit 5: Responsible Organisational Policy Development And Capacity Building

Example: Complex procedure requiring guidelines 1/2

Procedures:1. A "Personnel Requisition Form" will be completed and the necessary authorisations will be secured prior

to the search. 2. An electronic posting of the position will be posted on the Human Resources web site.

3. Appropriate outside advertising will be coordinated by the Human Resources Office, including postings with the veterans organizations, and state unemployment agencies.

4. The hiring department will conduct campus interviews and special effort should be made to consider candidates from under-represented groups.

5. Reference and background checks will be conducted on final candidates whom are being considered for a position with the College.

6. The oral offer of employment by the hiring department should be followed up by a written confirmation. 7. Rejected candidates will be promptly contacted and the communication process should be coordinated

with the Human Resources Office. 8. The hiring supervisor will complete a "Status Form" to authorize placing the new employee on the

payroll system. The form needs to be sent to the Human Resources Office. 9. Hiring supervisors will complete a performance appraisal for the new staff member within the first 30-

90 days of employment. Early detection of performance problems is very important.

Page 37: Unit 5: Responsible Organisational Policy Development And Capacity Building

Example: Complex procedure requiring guidelines 2/2

Reference: Hiring of Staff - Procedure 3 “Appropriate outside advertising of jobs”

1. Advertise in 1 local and 3 national publications. Accepted local publications include: X, Y, Z. 2. Ensure only positions above Level 3 may be advertised in the print media. Lower level positions require

approval from Head of Budget.3. Ensure placement of recruitment advertisements is conducted by Human Resources Department to ensure

recruitment processes are correct, cost-effective, use appropriate media, have proper use of company brand, etc.

4. Ensure advertising cost will not exceed budget amount5. Ensure job advertisement has:

a) Interesting and catchy description that invokes a response to apply and includes benefits of the role and the nature of the workb) A position title that is reflective of the job and kept shortc) Bullet points and bold text, grab’ attention and highlight important aspects of the advertisementd) Succinct and specific content with sentence lengths no more than 14-20 words maximume) Active voice to engage the potential candidate (e.g. “You will be..” and “Ideally you will have..”) f) A minimum of two weeks for applications

6. Etc, etc

Page 38: Unit 5: Responsible Organisational Policy Development And Capacity Building

The key components of a guidelines document

COMPONENT DESCRIPTION

Subject area Setting up scope the guideline serves for (e.g. defining guidelines for a particular topic)

Background analysis Information on the purpose of the guideline

Explanation of necessity

Introduce positive impacts of a guideline as well as indicate results of not-following the guideline

Sequence of steps Summary of steps to implement action overview

Steps in detail Steps are broken down into smaller activities, following a logical order for implementing the actions into day-to-day operations.

Page 39: Unit 5: Responsible Organisational Policy Development And Capacity Building

Example of a guidelines document

Standard guidelines layout:Name of organisation

(If specific to a service stream or unit, name of stream or unit)Title of guidelines

Page x of y pagesIssue Date: 10/1999Subject areaSpecify purpose of guideline, the procedure and policy it relates to and exclusions (if any).Background analysisSpecify who will implement the guidelines and the scope of the guidelines.ObjectivesExplain why the guidelines are necessary.StepsList sequentially exactly what must be done, noting any exceptions.Associated documentsList documents to be used with the guidelines (such as the policy document and procedures document), attach examples of completed documentation, if appropriate.

Page 40: Unit 5: Responsible Organisational Policy Development And Capacity Building

TOPIC 4. DISSEMINATING POLICIES, PROCEDURES AND GUIDELINES IN RESPONSIBLE TOURISM

UNIT 5. RESPONSIBLE ORGANISATIONAL POLICY DEVELOPMENT & CAPACITY BUILDING

Page 41: Unit 5: Responsible Organisational Policy Development And Capacity Building

How to disseminate?

Meetings and workshops Website Email Posters

Newsletter, brochures &

flyers

Page 42: Unit 5: Responsible Organisational Policy Development And Capacity Building

What to disseminate?

Full copy•The original policy / procedures / guidelines in full

Purpose•Importance about why the policy / procedure / guideline is needed

Background•Explanation of comprehensive development process adopted

Target audience•Indication about who the policy / procedure / guideline affects

Benefits•What the direct and indirect benefits of adoption will be

Implementation plan•What the company will do next to instigate the policy / procedures / guidelines

Further information•Where to obtain further information (or from who) and how

Page 43: Unit 5: Responsible Organisational Policy Development And Capacity Building

Dissemination through meetings and workshops

• Gather relevant staff together to communicate a new or amended policy

• Pros:– In-depth explanation– Direct delivery (cannot be put off

or ignored, e.g. email)– Opportunities for employees to ask

questions for clarification– Results in greater commitment

towards action– Low cost

• Cons:– Time intensive for participants and

presenter– Effectiveness dependent on

presenter’s communication skills– 100% attendance not assured

Page 44: Unit 5: Responsible Organisational Policy Development And Capacity Building

Dissemination through newsletters, brochures and flyers

• Inform staff and others about the new or amended policy through the organisation newsletter

• Pros:– Can be supported by images and

illustrations– Can be passed on to other

stakeholders– Can be read whenever convenient

• Cons:– Relatively less detailed explanation– 100% readership not assured– Readers less likely to follow-up if

they need clarification on the policy– Time intensive to write– Less likely to gain widespread

commitment towards action– Relatively high cost

Page 45: Unit 5: Responsible Organisational Policy Development And Capacity Building

Dissemination through websites

• Create a section in the company website or intranet to communicate responsible tourism policies and actions

• Pros:– Relatively quick and easy to develop– Accessible 24 hours / day– Can be linked to other web resources– Can have in-depth explanation– Can be supported by images and

illustrations– Link can be viewed by all stakeholders– Relatively inexpensive

• Cons:– 100% readership not assured– Readers less likely to follow-up if they

need clarification on the policy– Less likely to gain widespread

commitment towards action

Page 46: Unit 5: Responsible Organisational Policy Development And Capacity Building

Dissemination by email

• Create a section in the company website or intranet to communicate responsible tourism policies and actions

• Pros:– Direct delivery to target audience – Relatively quick and easy to develop– Accessible 24 hours / day– Can be linked to web resources– Can be forwarded to other stakeholders– Highly inexpensive

• Cons:– Less conducive for in-depth

explanations– Doesn’t support images / illustrations

well– 100% readership not assured– Readers less likely to follow-up if they

need clarification on the policy– Less likely to gain widespread

commitment

Page 47: Unit 5: Responsible Organisational Policy Development And Capacity Building

Dissemination through posters

• Colourful posters that can be placed on the wall in relevant workplace areas is an ideal way to disseminate procedures and guidelines directly where the actions take place

• Pros:– Direct delivery to target audience

and relevant place of action– Supports images / illustrations well– Acts as a reminder and reinforces

constant commitment

• Cons:– Relatively time consuming to

develop– Not conducive for in-depth

explanations– Cannot be linked to web resources– Cannot be forwarded to other

stakeholders– Readers less likely to follow-up if

they need clarification on the policy

Page 48: Unit 5: Responsible Organisational Policy Development And Capacity Building

Principles of effective awareness messages

Grab attention• Speak directly to the key audience; language should be

direct and reflective of the audience; use images, illustrations, diagrams and colour to bring information to life

Cater to the heart & the head

• Messages should not only deal with business matters but explain the importance at a human level

Call to action• Urge audience to not just read or become aware about an

issue but to take the next step and become active participants of change.

Communicate benefits • Motivate the audience to implement action by

communicating benefits that are clear, direct and relevant to the audience

Convey a consistent message

• Messages should be consistent to reinforce their principles and generate greater trust from the audience in the management’s policy direction

Page 49: Unit 5: Responsible Organisational Policy Development And Capacity Building

TOPIC 5. DEVELOPING A STAFF TRAINING PROGRAMME TO SUPPORT RESPONSIBLE TOURISM POLICY DIRECTIVES

UNIT 5. RESPONSIBLE ORGANISATIONAL POLICY DEVELOPMENT & CAPACITY BUILDING

Page 50: Unit 5: Responsible Organisational Policy Development And Capacity Building

Importance of staff training to achieve responsible tourism policy goals

• Introduces new required activities and reinforces existing activities

• Instils performance expectations and standards and better ensures consistency

• Provides practical “hands-on” learning• Provides opportunities for staff to ask questions

and feel comfortable with actions required• Increases employee motivation and adoption

Page 51: Unit 5: Responsible Organisational Policy Development And Capacity Building

Common types of capacity building used by companies to train staff

•Provision of access to repositories of information and electronic and print resources•Provision of company guidelines and manuals•Consultation such as coaching / mentoring•Co-ordinating alliances and observing real best practice case studies•Workplace training

Page 52: Unit 5: Responsible Organisational Policy Development And Capacity Building

Developing an effective workplace training programme using A-D-D-I-E

• ADDIE is a popular generic 5-step framework used to develop courses

• ADDIE is the basis of most of today’s Instructional Systems Design (ISD) methodologies

• ADDIE helps ensure learning does not occur in a haphazard way

• ADDIE is designed to ensure:– learners will achieve the goals of the

course;– learner needs are properly considered;– effective and relevant training materials are

designed and developed; and– effectiveness of the training program may

be evaluated with specific, measurable outcomes.

Page 53: Unit 5: Responsible Organisational Policy Development And Capacity Building

The ADDIE approach to training programme creation

Design

Develop

Implement

Evaluate

Analyse

Learning problem Goals and objectives Audience’s needs Existing knowledge Learning environment Constraints Delivery options Project timeline

Instructional Design Strategy Delivery method Training structure and duration Evaluation methodology

Create prototype Develop training materials Desktop review Run training pilot

Training schedulePrint and prepare training material

Prepare trainersNotify learnersLaunch training

Collect training evaluation data Review training effectiveness Assess project performance Report performance results

Page 54: Unit 5: Responsible Organisational Policy Development And Capacity Building

Step 1. Analysis

• Learner profile: Age group, level of experience, education background, cultural elements, gender

• Job analysis: Tasks and skills of job relevant to the responsible tourism policy or procedure

• Training models: Training models, teaching methods, learning environment, training duration

• Design and development decisions: Responsible person/s for designing training plan, instructional materials, writing content, delivering training.

Page 55: Unit 5: Responsible Organisational Policy Development And Capacity Building

Step 2. Design

• Source training providers: In-house or external? Develop selection criteria and recruit.

• Develop training of trainers’ strategy: How will training be implemented? How many trainers? Is training of trainers required? How will it work?

• Develop training plan: Course name, training model, group size, course duration, target audience, goal and objectives, structure, learning content, assessment strategy, teaching style

• Develop templates for training materials: Presentation, hand-outs, and other training material templates

Page 56: Unit 5: Responsible Organisational Policy Development And Capacity Building

Using active learning approaches in training

APPROACH DESCRIPTION

Discussion A meeting specifically called to discuss the policy and/or procedures. Increases participation and allows different perspectives on a topic.

Group activities Small-group problem-solving or collaborative learning activities that relate to the policy or procedure/s

Multimedia Audio-visual presentations (e.g. videos, audio tape, overheads) or use of computers and the internet to help disseminate information on the policy and / or procedures

Physical activities Movement and / or manipulation of materials

Quiz Can be fun and interactive. Can be held after training has been provided to reinforce learning.

Individual problem-solving

Learning activities that are undertaken by individual staff members

Role plays, simulations & demonstrations

Learners are required to act out a situation to demonstrate their understanding of the procedure/s

Guest speaker Inviting a guest speaker who has a good reputation or considerable knowledge in the topic area.

Site visits Taking trainees on a visit to a local place of interest to provide practical examples and case studies of principles in practice.

Page 57: Unit 5: Responsible Organisational Policy Development And Capacity Building

Step 3. Development

• Develop training content for the trainer and learners such as:– Delegate manuals, workbooks or hand-outs– Trainer guides– Presentations (e.g. PowerPoint)– Resources and teaching aids (e.g. marketing material,

equipment for demonstrations, video clips, posters etc).

Page 58: Unit 5: Responsible Organisational Policy Development And Capacity Building

Step 4. Implementation

• Train trainers (if required)

• Select, invite and register beneficiaries

• Deliver training• Assess trainees• Conduct post-training

evaluations

Page 59: Unit 5: Responsible Organisational Policy Development And Capacity Building

Step 5. Evaluation

• Evaluate effectiveness of course, content, training material and delivery, and impact of the course on the learner to ensure capacity is built

• Evaluation can be:– Via feedback from beneficiaries (e.g.

questionnaire or post-course discussion)– Through trainer observation or other

members of management who attended the piloting of the course

• Course impact can be evaluated via pre- and post-tests and normal monitoring and reporting processes within the context of the job

Page 60: Unit 5: Responsible Organisational Policy Development And Capacity Building

Example: Hotel training plan for protection of children in tourism workshop 1/3

TRAINING PLAN [Company Name] policy and procedures training in child protection

TIME The workshop is planned for 4 hours – with a mix of classroom and practical activities. Schedule is shown below in the training plan

OBJECTIVES By the end of the learning program, the learner will be able to: Understand the basics issues and impacts of child labour and sexual exploitation Understand the role and responsibility of staff in child protection Apply techniques to identify potential child protection violations and to react appropriately

TRAINING MODEL Class room based training using high impact learning methods which include power point slides, flashcards, case studies, role plays and quizOptional field trip to experience responsible tourism practices in one destination.

VENUE BRIEF Training room with sufficient space, tables, chairs and facilities to accommodate a group of 30 learners with a trainer

RESOURCES Presentation pack (Presenter or Powerpoint); Trainee Guide and checklists A1 paper (flip chart) & markers Flash cards Video clips of child protection situations Case study hand-outs on child protection situations

CONTENT See following table

Page 61: Unit 5: Responsible Organisational Policy Development And Capacity Building

Example: Hotel training plan for protection of children in tourism workshop 2/3

CHILD PROTECTION TRAINING PROGRAMME CONTENTTopic Title DurationTopic 1 Understanding issues of child labour and sexual exploitation

in tourism30 minutes

Topic 2 Preventing child protection violations 60 minutesTopic 3 Identifying child protection violations 60 minutesTopic 4 Reporting child protection violations 30 minutesTopic 5 Protecting children in emergencies 60 minutes

Page 62: Unit 5: Responsible Organisational Policy Development And Capacity Building

Example: Hotel training plan for protection of children in tourism workshop 3/3

Topic 3: Identifying child protection violations (60 minutes)

Learning outcomes: By the end of this session, trainees should understand the importance of child protection in tourism, be able to identify violations in child protection and apply correct reporting and emergency response strategies.

TEACHING METHODS / LEARNING ACTIVITIES TIMING RESOURCES1. Introduction Aims, outcomes, key content, assessment etc Welcome participants to the workshop – introduce yourself, review the aims and outcomes, explain the schedule / content. Explain the assessment requirements and how this will take place, and the award of the certification of participation Deal with any practical arrangements – phones, washrooms, breaks, smoking etc

Introduction to workshop and session (5 minutes)

Computer with Powerpoint presentation

Projector White board or flip chart; Markers; Flash cards of situations of

child violation and non-violation situations

Case study hand-outs of situations involving potential violations of child protection

Video clips of potential child protection violations

2. Warm-up activity What do you understand by child exploitation? Why is child protection important in tourism? Discussion: Have you ever witnessed exploitation of a child? What did you feel? How did you react? Do you think you helped solve

the problem? What more could you have done? Put key points onto flipchart

Warm-up activity (5 minutes)

3. Presentation What are the rights of children? What is meant by a violation in child protection? Types of child protection violations: (i) Labour (ii) Sexual exploitation Impacts of child protection violations How to identify a child protection violation

Presentation on identifying child protection violations (15 minutes)

4. Case studyLearners split into small groups and read a case study of a situation involving a potential child protection violation and discuss the steps they would follow in order to further confirm if a violation of child protection has been made. Groups present their case study and explanation of recommendations back to the class.

Demonstration (10 minutes)

5. PracticeShort video clips are shown of situations involving potential child protection violations and pauses the video after each clip to ask participants to explain what they saw and heard which makes them believe there could be a violation in child protection and the further steps they would take to confirm if there has been a violation or not.

Practice session – identifying child protection violations (15 minutes)

6. Review Review of main points of session and answer any questions Note assessment requirements

Review (10 minutes)

Page 63: Unit 5: Responsible Organisational Policy Development And Capacity Building

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