Impact Assessment in Events and Tourism: Models and Applications

EVENT IMPACT ASSESSMENT
Donald Getz, 2018
Figure 1.5 Four Applications of IA for Events and Tourism
Figure 1.7: The Subjects and Objects of Impact Assessment
Figure 2.1: Outcomes System Model Adapted From Duignan
Figure 2.2: Logic Model for Event and Tourism Evaluation and Impact Assessment
Figure 2.3: Theory of Change Model
Figure 2.5:  The Forces-Pressure-State-Impact-Response Model
Figure 3.6: Sample Decision Tree
Figure 4.5: Indicators for Measuring the Social-Capital Outcomes of Events
Figure 5.2: Mind Mapping for Consultations in CIA
Figure 7.1: Event Settings Spectrum and Key Impact Variables
Figure 8.4: The Direct and Indirect Contribution of Event Tourism
Figure 9.2: The BACE MODEL
THE “SUBJECTS”
OF IA:
Individuals & Families (Residents)
Groups & Sub Cultures
Events & Event Organisations
Communities  and Cities
Businesses
Tourist Destinations
Politics & Government
Society; The Nation
IA “OBJECTS”
OUTCOMES MODEL
Lo
gic models or theory of change models that specify high-
level desired outcomes (i.e., priorities) and actions necessary
to attain them. Use theory or past experience  that suggests
how to attain goals.
CONTROLLABLE INDICATORS
(Key Impact Indicators that show outcomes have been
 caused by the event or project)
N
OT NECESSARILY CONTROLLABLE INDICATORS
(these also suggest goal attainment, but might be partly or
 wholly due to uncontrollable external  forces.
PERFORMANCE
IMPROVEMENT
EVALUATION
-e.g. service and
 programme quality
IMPACT
EVALUATION
ATTRIBUTING
CHANGE
(The IA process)
ECONOMIC &
COMPARATIVE
EVALUATION
(e.g., Comparing  
ROI of alternatives)
CONTRACTING, 
ACCOUNTABILITY
AND PERFORMANCE 
MANAGEMENT 
ARRANGEMENTS
Stakeholders must 
agree on goals,
methods and measures
for IA and evaluation.
What evidence of goal
attainment (outcomes)
will be acceptable? 
Adapted from: Duignan, P. "Using outcomes theory to solve important conceptual and practical
problems in evaluation, monitoring and performance management systems." 
American
Evaluation Association Conference
, Orlando, Florida, 11–14 November 2009.
Process for Single Events
Special Concerns for Event-Tourism Portfolios
Portfolio
Strategy;
Long-term
Investment
-Overall ROI
-Sustainability
-Integration with
other policy fields
-Bidding
(one-time events)
-Owning/producing
-Supporting events
-Growth in 
tourism yield
-Leveraging
 effects
-Economic and 
 community growth
-Competitive
 advantages
Single events
do not usually pursue
enduring change 
INTENDED
OUTCOMES
:
-social inclusion and
integration
Key Impact Indicators:
-perceived quality of
life improved, for all
stakeholder groups
-reduced hate crimes
-increased capacity for
self-direction and
community
development
PRECONDITIONS
-stakeholder 
engagement 
and support
-inputs (resources 
available)
ACTIONS NEEDED
(Causal Pathways)
-participatory planning
and production of event
-skills training
-education and discourse
among groups
-raising money for causes
-outreach into
communities
Assumptions:
-The need exists
-Festivals play a role
OUTPUTS
(short-term
indicators of
progress)
-attendance
-participation by all
stakeholders
-satisfaction of
attendees
-money raised
-skills / learning
demonstrated
-perception of
success
-future intention to
proceed with plan
External Factors:
-other social programmes
-economic and demographic trends
-other events 
The cycle is
dynamic, as 
responses
lead to new 
pressures
Three options
for a new event
with multiple goals
Forecasts of Goal
Attainment
(P = the estimated probability) 
P = 100%
P = 80%
P = 90%
P = 50%
 
 ???
P = 75 %
-More traffic in neighbourhood
-New commercial cluster formed
with permanent land-use changes
that will impact on daily life
-Temporary and permanent
 jobs created
-Many future events and an
increase in tourism
-Increase in carbon 
emissions/pollution
-Permanent land use
changes with effects
on parkland and wildlife.
PERCEIVED IMMEDIATE 
SOCIAL/CULTURAL
IMPACTS:
-daily routines altered
-increased incomes
-population growth
-less contact with nature
-more leisure opportunities
-noise and safety concerns
PERCEIVED 
LONGER-TERM 
EFFECTS
-demographic shifts 
owing to in-migration
-threats to traditions
and language
-possible diminished  
quality of life
-hopeful of improvement
in services for health,
education, leisure
INDOOR VENUES
-management systems 
in place for events
OUTDOORS
-nothing built;
temporary infrastructure
 only
-convention & exhibition centres
-theatres; concert halls
-galleries; museums
-schools; community centres
-rural event sites 
with some 
permanent 
infrastructure
-city streets 
& parks used
occasionally 
for events
-wilderness areas
hosting occasional
 events; no permanent
development or 
changes allowed
-natural areas
with some event
Infrastructure; 
limited
development
IMPACT
VARIABLES:
-construction needed/allowed
-permanent infrastructure available
-accessibility; public transit
-sensitivity; protected status
-attendance limits; capacity
-use/activity restrictions;
 -management systems in place (e.g. RRR)
-residential context (high density or none)
LEAKAGES:
Money spent 
outside the area
by organizers
BACKWARD LINKAGES:
Using local suppliers & workers
Increased consumer 
spending in area
NEW MONEY
or ‘incremental income’
from event tourists, sponsors,
grants etc., when attributable
to the event
LEAKAGES:
Imports: money
spent outside area 
by suppliers
and workers
LEAKAGES
:
Imports to satisfy
local consumer 
demand
Impact Assessment   &  Evaluation Methods & Issues:
Comprehensiveness; Appropriate Evidence; Principles of Sustainability &
Responsibility; Value Perspectives; Transparency and Accountability
Feedback: Continuous Improvement
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This text discusses various models and applications of Impact Assessment (IA) in events and tourism, exploring topics such as strategic impact assessment, economic, social, and cultural impacts, and performance evaluation. It covers the subjects and objects of IA, forecasting impacts, and the outcomes model. The content emphasizes the importance of evaluating the impacts of events and tourism on the economy, society, and environment, and highlights the need for controllable indicators and performance management arrangements.

  • Impact Assessment
  • Events
  • Tourism
  • Models
  • Applications

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  1. EVENT IMPACT ASSESSMENT Donald Getz, 2018 Figure 1.5 Four Applications of IA for Events and Tourism Figure 1.7: The Subjects and Objects of Impact Assessment Figure 2.1: Outcomes System Model Adapted From Duignan Figure 2.2: Logic Model for Event and Tourism Evaluation and Impact Assessment Figure 2.3: Theory of Change Model Figure 2.5: The Forces-Pressure-State-Impact-Response Model Figure 3.6: Sample Decision Tree Figure 4.5: Indicators for Measuring the Social-Capital Outcomes of Events Figure 5.2: Mind Mapping for Consultations in CIA Figure 7.1: Event Settings Spectrum and Key Impact Variables Figure 8.4: The Direct and Indirect Contribution of Event Tourism Figure 9.2: The BACE MODEL

  2. FORECASTING IMPACTS -What impacts will occur if we take a specified action? POST-EVENT IA -What were the demonstrable outputs and impacts of a planned event or a tourism project? IA OF EVENTS/TOURISM ON THE ECONOMY, SOCIETY OR ENVIRONMENT -What have been the overall impacts of events and/or tourism on the economy, society or environment? STRATEGIC IMPACT ASSESSMENT: what are the probable impacts of alternative policies, strategies or programmes?

  3. IA OBJECTS THE SUBJECTS OF IA: ECONOMIC IMPACTS Individuals & Families (Residents) Groups & Sub Cultures ECOLOGICAL IMPACTS Events & Event Organisations Communities and Cities Businesses TOURISM AND EVENTS AS AGENTS OF CHANGE SOCIAL IMPACTS Tourist Destinations CULTURAL IMPACTS Politics & Government Society; The Nation BUILT- ENVIRONMENT IMPACTS

  4. OUTCOMES MODEL Logic models or theory of change models that specify high- level desired outcomes (i.e., priorities) and actions necessary to attain them. Use theory or past experience that suggests how to attain goals. CONTRACTING, ACCOUNTABILITY AND PERFORMANCE MANAGEMENT ARRANGEMENTS CONTROLLABLE INDICATORS (Key Impact Indicators that show outcomes have been caused by the event or project) Stakeholders must agree on goals, methods and measures for IA and evaluation. NOT NECESSARILY CONTROLLABLE INDICATORS (these also suggest goal attainment, but might be partly or wholly due to uncontrollable external forces. What evidence of goal attainment (outcomes) will be acceptable? IMPACT EVALUATION ATTRIBUTING CHANGE (The IA process) ECONOMIC & COMPARATIVE EVALUATION (e.g., Comparing ROI of alternatives) PERFORMANCE IMPROVEMENT EVALUATION -e.g. service and programme quality Adapted from: Duignan, P. "Using outcomes theory to solve important conceptual and practical problems in evaluation, monitoring and performance management systems." American Evaluation Association Conference, Orlando, Florida, 11 14 November 2009.

  5. Single events do not usually pursue enduring change Process for Single Events EXPECTED OUTPUTS INPUTS PLANNED ACTIONS -mandate PURPOSE & GOALS DESIRED IMPACTS; CHANGE -e.g. -resources (the event as a transforming process) attendance, tourists, money raised, satisfaction -venues -information Special Concerns for Event-Tourism Portfolios Portfolio Strategy; Long-term Investment -Overall ROI -Sustainability -Integration with other policy fields -Bidding (one-time events) -Owning/producing -Supporting events -Growth in tourism yield -Leveraging effects -Economic and community growth -Competitive advantages

  6. INTENDED OUTCOMES: -social inclusion and integration External Factors: -other social programmes -economic and demographic trends -other events OUTPUTS (short-term indicators of progress) -attendance -participation by all stakeholders -satisfaction of attendees -money raised -skills / learning demonstrated -perception of success -future intention to proceed with plan Key Impact Indicators: -perceived quality of life improved, for all stakeholder groups -reduced hate crimes -increased capacity for self-direction and community development ACTIONS NEEDED (Causal Pathways) -participatory planning and production of event -skills training -education and discourse among groups -raising money for causes -outreach into communities Assumptions: -The need exists -Festivals play a role PRECONDITIONS -stakeholder engagement and support -inputs (resources available)

  7. DRIVING FORCES -event legitimation -event portfolio policies/strategies RESPONSE OPTIONS PRESSURE The cycle is dynamic, as responses lead to new pressures -accept the changes -venue development -cancellation of event or project -events & -select other alternatives event tourism -mitigation -media coverage -compensation IMPACT STATE -changes in the environment, economy, society and culture that are attributable to events and tourism -existing environmental, social, cultural economic conditions

  8. Forecasts of Goal Attainment (P = the estimated probability) Three options for a new event with multiple goals Maximises monetary ROI and tourism yield P = 100% ALTERNATIVE 1: Maximises community engagement P = 80% DECISIONS BASED ON IMPACT FORECASTING ALTERNATIVE 2: P = 90% Maximises publicity and image enhancement P = 50% ??? ALTERNATIVE 3: Minimises Community Disruption P = 75 %

  9. COGNITIVE STRUCTURAL DIMENSION RELATIONAL DIMENSION DIMENSION NORMS AND VALUES SOCIAL COHESION TRUST -shared emotional links (communitas) -social interaction -degree of trust between individuals and groups and how these are manifested -neighbourhood cohesion -collective goals -togetherness -mutual support -affective bonds CIVIC ENGAGEMENT TRUST SOCIAL NETWORKS -number of volunteers, level of commitment, where they come from -interpersonal -bonding, bridging and linking relationships -reciprocity -participation in community actions and politics NETWORK STRUCTURE -diversity, density, size & formality of inter-group collaboration

  10. -More traffic in neighbourhood -New commercial cluster formed with permanent land-use changes that will impact on daily life BUILT ENVIRONMENT IMPACTS CULTURAL IMPACTS -are there potential benefits or negative impacts to your distinctive culture & heritage? ECONOMIC IMPACTS PROPOSED MAJOR EVENT VENUE PERCEIVED IMMEDIATE SOCIAL/CULTURAL IMPACTS: -daily routines altered -increased incomes -population growth -less contact with nature -more leisure opportunities -noise and safety concerns PERCEIVED LONGER-TERM EFFECTS -demographic shifts owing to in-migration -threats to traditions and language -possible diminished quality of life -hopeful of improvement in services for health, education, leisure -Temporary and permanent jobs created -Many future events and an increase in tourism -Increase in carbon emissions/pollution -Permanent land use changes with effects on parkland and wildlife. SOCIAL IMPACTS -are there potential benefits or negative impacts on your quality of life? ECOLOGICAL IMPACTS

  11. IMPACT VARIABLES: -construction needed/allowed -permanent infrastructure available -accessibility; public transit -sensitivity; protected status -attendance limits; capacity -use/activity restrictions; -management systems in place (e.g. RRR) -residential context (high density or none) OUTDOORS -nothing built; temporary infrastructure only INDOOR VENUES -management systems in place for events INCREASINGY URBAN INCREASINGLY NATURAL -natural areas with some event Infrastructure; limited development -wilderness areas hosting occasional events; no permanent development or changes allowed -convention & exhibition centres -theatres; concert halls -galleries; museums -schools; community centres -city streets & parks used occasionally for events -rural event sites with some permanent infrastructure

  12. NEW MONEY or incrementalincome from event tourists, sponsors, grants etc., when attributable to the event Increased consumer spending in area BACKWARD LINKAGES: Using local suppliers & workers INDIRECT or SECONDARY IMPACTS DIRECT ECONOMIC CONTRIBUTION INDUCED or TERTIARY IMPACTS LEAKAGES: Imports: money spent outside area by suppliers and workers LEAKAGES: Money spent outside the area by organizers LEAKAGES: Imports to satisfy local consumer demand

  13. BACE: BENEFITS AND COSTS EVALUATION STRATEGY & GOALS: EVALUATION & IA PROCESS: Feedback: Continuous Improvement BENEFITS (OUTCOMES / IMPACTS) TO BE ATTAINED KEY PEFORMANCE INDICATORS FOR EVALUATION AND KEY IMPACT INDICATORS FOR IMPACT ASSESSMENT LOGIC & THEORY OF CHANGE MODELS: HOW EXACTLY ARE BENEFITS / IMPACTS TO BE GENERATED? COSTS AND RISKS COSTS AND NEGATIVE IMPACTS TOBE AVOIDED OPPORTUNITY COSTS; UNCERTAINTY; DISTRIBUTION OF COSTS VS. BENEFITS AND /OR MITIGATED Impact Assessment & Evaluation Methods & Issues: Comprehensiveness; Appropriate Evidence; Principles of Sustainability & Responsibility; Value Perspectives; Transparency and Accountability

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