Handbook of Cultural and Heritage Management


6.1. Introduction

Before even starting to design a management plan or to launch a conservation/valorization/cultural project, we should carefully think and discuss about what it is that we want to achieve. We should also set a deadline for achieving all that because, regardless of whether we will finally be able to meet this, having a visible goal timewise is more effective. Here are some questions that may help us with breaking down our needs and planning process:

For Heritage Sites

For Cultural Events

What is the monument/building/site that we want to preserve?

What kind of event do we want to establish?

Why preserve and enhance it?

Why establish this event?

For whom do we want to preserve/ enhance it?

Who is going to participate and attend?

How are we going to better preserve and enhance it?

Where and how are we going to hold this event?

How long will it take to achieve our goal? How long will the restored site last after the accomplishment of the project?

How long will it take to achieve our goal? How long do we want it to last (i.e. is it going to be one-off or a repetitive event)?

How will we fund it?

How will we fund it?

How will we make it financially viable?

How will we make it financially viable?

Who will undertake the implementation?

Who will undertake the implementation?

Who are the stakeholders?

Who are the stakeholders?

What are the possible risks in this endeavour?

What are the possible risks in this endeavour?


In order to answer these questions one will need to undertake some research and possibly ask some experts to draft a few first ideas which will then be submitted to all interested parties/ stakeholders for public consultation. If for some reason this more “open” process cannot be adopted, one should, at least, try to answer the questions in a clear and honest manner in order to create a frame of mind in which all future planning will fit. 

The next steps include more active planning and assigning duties to specific parties/experts/individuals.

•        Defining the authorities and parts that will be involved in the project

•        Establishment of a managing authority which will include all stakeholders; signing of a collaboration protocol (MOU) among all parties.

•        Description of the site/ monument, of its special character and uniqueness and of its positive and negative aspects OR Description of the event to be organized, its various activities and its pros and cons.

•        Description of the maintenance status of the site/monument or of the place where the event will take place and analytical description of the works that have to be undertaken for making it proper for visiting or hosting the event.

•        SWOT/ PEST analysis (to be explained in detail)

•        Feasibility study: costs, budgeting of each stage of project implementation and estimate of impact and repercussions that the implementation of the management plan have.

•        Sustainability study: how will the place or event become self-sustainable, needing as little state subvention or support from third parties as possible.

•        Dissemination and raising public awareness actions:  constant flow of information towards the general public and the local community for the necessity of establishing a management plan and on the ways of its implementation.

Remember: Building a management plan is TEAM WORK!