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Received 25 May 2009
Accepted 1 December 2011
Given the complexity of the issues surrounding the concept of sustainable tourism, the current paper
tries to provide a unied methodology to assess tourism sustainability, based on a number of quantitative indicators. The proposed methodological framework (Sustainable Tourism Benchmarking Tool e
STBT) will provide a number of benchmarks against which the sustainability of tourism activities in
various countries can be assessed. A model development procedure is proposed: identication of the
dimensions (economic, socio-ecologic, infrastructure) and indicators, method of scaling, chart representation and evaluation on three Asian countries. This application to three countries shows us that
a similar level of tourism activity might bring on different sorts of improvements to implement in the
tourism activity and might have different consequences for the socio-ecological environment. The
heterogeneity of developing countries exposed in the STBT is useful to detect the main problem that each
country faces in their tourism sector.
2011 Elsevier Ltd. All rights reserved.
Keywords:
Tourism activity
Sustainability
q The content of this article does not reect the ofcial opinion of the European
Union. Responsibility for the information and views expressed therein lies entirely
with the author.
* Corresponding author. CEPII, Paris, France. Tel.: 33 1 53 68 55 11.
E-mail address: julien.gourdon@cepii.fr (J. Gourdon).
0261-5177/$ e see front matter 2011 Elsevier Ltd. All rights reserved.
doi:10.1016/j.tourman.2011.12.007
1045
1046
1
The term tourists arrivals refers to total international tourist trips made and
not to the number of different tourists traveling. Some tourist take more than one
international trip per year.
tourism assets;
tourism activity;
tourism-related linkages;
tourism-related leakages;
environmental and social sustainability;
overall infrastructure;
attractiveness
1047
2
Openness Index shows the level of a countrys openness towards international
trade and international visitors. The Openness Index is an aggregate index
combining the Visa Index, Tourism Openness Index, Trade Openness Index and
Taxes on International Trade Index.
3
Direct Gross Domestic Product associated with Travel & Tourism Consumption.
Establishments in this category include traditional Travel & Tourism providers such
as airlines, hotels, car rental companies, etc.
1048
1049
3.1.8. Scaling
Lee-Smith (1997) point out that in assessing sustainability,
ordinal or interval scales are normally used; for example PrescottAllens Barometer of Sustainability uses an interval scale of 1e100
(Prescott-Allen, 1997). The ordinal scale (badepooremediume
good) is especially useful when there is a lack of consensus as to
what would constitute an adequate standard. However, as Ko
(2005) argues, numerical sustainability scales may be more
appropriate than qualitative scales. Even if one tourist destination
is moved from one qualitative category to another, it would be
difcult to appreciate the extent to which a tourist destination is
getting better or worse without numerical scaling. We have
therefore chosen to use an interval scale based on numerical
scores.
The indicators included in the STBT range from 1 to 100. Since
numerical standards are absent in the literature on sustainability,
the score for each country is assessed against the relative score of
other countries. The scores of each country could therefore be
assessed against various benchmarks (global, regional, tailor-made
country groupings such as small islands, LDCs, etc.).
These values are obtained through a normalization technique,
where each indicator has been assigned minimum and maximum
values. Through a simple arithmetic average, the relevant normalized indicators are aggregated to give the value for each variable,
and the relevant variables are aggregated to provide the value for
each area. For all indicators, a high value indicates a good performance in their respective area.
In sum, the condition to obtain a relevant assessment using the
STBT is to include enough countries in the database so as to have
several relevant benchmarks against which the performance of
individual countries could be assessed. We apply, as in
Gooroochurn and Sugiyarto (2005), the following formula:
Normalisation
We apply this normalization for all the indicators (40) we use in this
study, and we use it also for the composite themes indices: variables and dimensions (see Annex 1). Effectively, each composite
theme index is the product of several indicators, and we normalize
this value to scale it from 0 to 100. The main limit to this approach is
that we consider as best practice (a score of 100) the performance
of the best country; however this higher level may still be bad
overall.
1050
4. Global approach
Here we can rstly adopt our method to provide a global analysis on the main characteristics of a country facing high linkages or
weak leakages in the tourism activity. We use a cluster analysis
which aims at grouping countries based on the indicators (leakages
or linkages), such that the groups exhibit high internal (within
clusters) homogeneity and high external (between clusters)
heterogeneity for those indicators.
We thus obtain four clusters grouping by their linkage level and
four clusters grouping by their leakages level. So we can now study
the characteristics of each group in terms of asset (sorts of asset),
5.2. Activity e linkages: what are the linkages with the rest of the
economy?
The STBT framework suggests that tourism in Indonesia and
Thailand creates fewer linkages in the economy relatively to the
amount of expenditure by tourists. This stands in contrast to the
Malaysian case, where despite the lowest score for tourism activity,
the biggest score for linkages is recorded. A more detailed analysis
could indicate which sectors need to be encouraged to expand or
create new products. Establishing stronger inter-sector linkages
will typically require special analysis and specic programmes.
When the potential linkages are identied, specic programmes to
strengthen linkages can be formulated and applied.
For example, certain food items of interest to the tourism sector
may exist in the country but production may need to be expanded
to ensure a steady source of supply, transport from the production
area to the tourism enterprises improved and marketing mechanisms adopted. Some types of food items may need to be improved
or modied before they are acceptable for use by tourism enterprises. Farmers may require technical and nancial assistance to
improve and expand their production. For manufactured items,
incentives may need to be provided to manufacturers to produce
needed items and standards adopted to ensure that the items are
suitable for use in tourism. Craft production may require better
organization and the implementation of quality standards and
marketing facilities.
1051
The STBT framework pointed out some interesting crosscountry comparisons with regards to linkages and leakages
generated by the tourism sector. Malaysia, which had the best score
for linkages, has the worst score for leakages. This apparent
paradox may be explained by the fact that a large part of the
tourism-related activities generated in other sectors needs to
import most of their input to supply the required products by the
tourism sector. On the contrary, tourism in Indonesia provides
relatively less leakages but this activity is conducive to a large
extent to linkages with the local economy. Several policy recommendations to contain leakages could be advanced. To reduce
leakages generated by imports of goods and services, developing
countries need to encourage investment by local entrepreneurs to
improve their existing products and to diversify into new products.
To reduce internal nancial leakages, the country can impose
a limitation of foreign capital for some tourism-related projects and
activities where nancial leakages are important. Similarly, leakages generated by foreign management personnel could be
reduced if such skills already exist in the country. Policies should
also aim to provide incentives to reinvest prots that otherwise
would be repatriated or invested abroad.
6. Conclusion
Based on the extent to which it has been quantied and discussed in cross-country analyses, the concept of sustainable
tourism is still considered to be in its infancy. The current paper
tried to ll this gap by providing a simple methodology to assess
tourism sustainability, based on a number of quantitative indicators. The proposed methodological framework would allow the
creation of a comprehensive database against which the sustainability of tourism activities in various countries can be assessed. The
STBT methodology developed in this paper relies on quantitative
indicators that are policy-relevant and, as such, it is hoped that it
will become a useful tool for decision-makers, researchers and
businesses involved in tourism activities in developing countries.
The usefulness of the STBT methodology is illustrated by using
three case studies: Indonesia, Malaysia and Thailand. While the STBT
methodology used in this paper may need further renement and
elaboration, the results and ndings obtained suggest that the STBT
can become a valuable tool for researchers and policymakers involved
in the assessment and design of sustainable tourism strategies.
This illustration shows us that an equal level of tourism activity
might induce different sorts of improvements and might have
different consequences on development. Some countries therefore
need to increase the number of tourists arrivals, while others have
to extend length of stay or receipts per tourists. Furthermore, the
STBT can be extended to other elds linked to tourism activity, in
particular by expanding the analysis of leakages.
1052
F W I D=R
F: Financial outows
W: Foreign Employee remuneration repatriation
I: Interest paid to the rest of the world
D: Dividends repatriation
R: Tourism Income
These remunerations result in the repatriation of salaries and
interest paid in connection to the activities carried out in the local
tourism sector. Gollub et al. (2001) consider dividends repatriation
as external leakages since they are directly linked to the foreign
share and capital participation on tourism. Based on this approach,
another modied version of internal leakages is:
F W I=R
In addition, external leakages occur for instance when revenues are
retained by external tour operator, booking intermediaries, foreign
airlines, cruise ships or other forms of foreign-owned transportation. The loss of potential income due to sales contracted by
agents abroad, of which only a margin is paid to the domestic
tourism service providers is a cost that reduces the positive effect
tourism can have on the local economy. This could be measured by
the percentage of prearranged tourism booking prices received by
local tour operators (Perez-Ducy de Cuello, 2001).
Furthermore, leakages can occur when foreign investors
nancing developing country tourism infrastructure and facilities,
repatriate prots earnings. Those leakages are often unavoidable
and necessary in the near term in order to access sufcient sources
of development nance. In this case, only repatriated prots are
considered as leakages since locally reinvested prots are considered to promote the host economy. In this case, the formula
becomes:
Table 1
STBT: dimensions, variables, indicators and units.
Dimensions
Variables
Asset
Beach asset
Indicators
Unity measure
Coast Line
Latitude
U
U
Squared km
Squared km (Source: WDI)
U
U
Expenditure
Arrivals
U
U
Expenditure/Tourist
Length of stay
Expenditure/day
Lodging occupancy
U
U
U
Indirect effect
Indirect effect
Natural asset
Marine environment
Deserts
Forests
Waterfalls, Lakes, Caves
Wildlife
National Park
Cultural asset
Activity
Flow
Value
Linkages
Tourism industry
Tourism economy
Leakages
Internal
Imports
Factors
1053
Table 1 (continued )
Dimensions
Variables
Indicators
Unity measure
Percentage
Percentage
Dividend repatriations
Repatriated prots from IDE
Environmental Agreements
Roads networks
Rails networks density
Sanitation access
Electricity Production
Water access
U
U
U
Internet
Telephone mainlines
Mobile phones
U
U
U
Restaurant
Lodging
Entertainment
Hotel prices
Power Parity Purchase
U
U
U
U
External
Intermediaries
Foreign Investors
Sustainability
Environment
Critical ecosystem
Pollution
Intensity of use
Environmental benece
Developing control
Human
Infrastructure
Pressure impact
Employment impact
Quality of employment
U
U
U
U
U
U
Basic
U
ICT
Tourism
Attractiveness
Price Competitiveness
Human Resources
Safety
U
U
ICRG index
Civil Liberties index
Table 1.1
Clusters analysis by linkages groups.
Group
Group
Group
Group
1
2
3
4
Linkages
Leakages
Asset
Beach
Natural
Cultural
Activity
Flow
Quality
International
Sustain
Hum
Env
Infra
Attractive
11
27
40
75
77
51
62
47
30
24
27
28
31
31
28
33
29
23
33
28
21
14
12
14
41
31
27
21
14
7
7
8
26
26
14
14
41
31
35
25
63
64
64
52
41
41
41
40
73
74
74
58
29
39
21
26
67
72
64
55
Table 1.2
Clusters analysis by leakages groups.
Group
Group
Group
Group
1
2
3
4
Leakages
Linkages
Asset
Beach
Natural
Cultural
Activity
Flow
Quality
International
Sustain
Hum
Env
Infra
Attractive
19
55
78
96
45
38
18
8
27
23
32
38
46
29
30
32
24
24
31
34
3
14
22
29
23
29
40
44
2
7
13
26
13
23
24
25
34
30
43
35
69
58
67
60
52
35
45
42
70
70
74
67
19
31
29
30
50
67
70
57
1054
Table 2
STBT: disaggregated scores.
Benchmarks
Ma
Tb
Ic
Tourism asset
45
40
100
Beach
Natural
Cultural
Tourism activity
43
45
Ma
Tb
Ic
55
44
100
45
40
Ma
Tb
Ic
Coast
Latitude
9
95
6
77
100
89
Forest
Wild
Park
50
40
20
50
25
33
68
75
40
Sites
Museums
Number
Revenue
17
10
14
12
6
6
Exp/Tour/Day
Exp/Tour
Occupancy
Length of stay
20
17
65
17
21
24
62
27
21
29
52
33
Intern/National
WTCC Open
Intern/Exports
40
62
11
27
61
18
11
32
12
Impact on GDP
40
13
22
Impact on GDP
21
15
Import in industry
Import in economy
Factor
46
44
72
65
79
74
Pressure
Charts
End Spec
Energy
CO2 per capita
81
42
79
95
69
85
35
58
81
84
97
32
62
66
94
Pressure
Employ Tour. Ind.
Wage
25
10
20
65
16
31
92
41
35
Road
Rail
Water access
Electricity
Sanitation access
4
6
90
12
95
2
4
80
6
95
3
2
75
2
46
Rooms
Cinema
9
3
11
2
2
2
Lines
Mobiles
Internet
25
39
2
14
27
1
5
6
1
Hotel Price
PPP
100
74
95
83
85
82
89
70
93
73
88
65
ICRG index
Civil Liberties
74
33
72
63
39
37
100
33
Flow
18
17
Quality
International open
Linkages
Leakages
39
52
72
30
33
34
52
48
24
20
Tourism industry
40
13
22
Tourism economy
21
15
84
Internal
52
72
84
External
Intermediaries
Foreign investors
Sustainability
64
69
94
Environment
Community
Infrastructure
41
18
Tourism
ICT
66
83
Human
Safety
Malaysia.
Thailand.
Indonesia.
53
90
69
60
15
69
45
15
32
34
14
46
Price Comp.
42
70
8
Basic
Attractiveness
73
87
83
50
82
86
85
82
80
30
1055
F
E
100
D
0
Fig. 2. STBT.
1056
100
45
83
66
40
46
33
45
43
8
18
41
20
39
52
64
69
72
84
94
F D P=R
P: repatriated prots, not invested in the host economy
Overall, a consolidated formula for nancial leakages could be
the following:
F W I D P=R
If the relevant data is available, such nancial losses could then
easily be incorporated in the STBT.
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