2.3

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. 

THE EoH 2.0 ASSESSMENT TOOLS
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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.

 

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Tool 2: Factors Everything that can affect, positively and negatively, the values and attributes of the heritage place and its state of conservation. Negative factors are usually called threats.
How factors affect a property needs to be analysed through a series of parameters namely the underlying causes that are the source of the factor, their origin (if originating within or outside the property), the current and potential impacts deriving from the factor and the extent and severity of the impacts on the attributes of the heritage place.
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.

 

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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.

 

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Tool 4: Governance 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.

 

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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.

 

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Tool 6: Management planning frameworkProvides 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.

 

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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.

 

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Tool 8: Management processes – 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.

 

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Tool 9: Implementation of management responses – Assesses progress in implementing the management plan, subsidiary plans, and relevant work programmes.

 

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Tool 10: Outputs – Monitoring productivity – Assesses the delivery of outputs resulting from the implementation of planned actions, routine work and management processes.

 

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Tool 11: Outcomes – Monitoring 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.

 

 

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Tool 12: Review of management effectiveness assessment results – Summarizes the findings of the assessment and helps to prioritize future follow-up actions.

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