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ERASMUS Lifelong Learning Program

Health & Well-being in Tourism Destination
2012 - 2014

Work Package 4:
Research Methodology
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2012-03-01
Team FHJ
WelDest project team internal use
2013-03-01-Research_Methodology_final
4.0
Research Methodology

Date
01.10.2012
30.11.2012
21.01.2013
01.03.2013

Status
Draft
Draft
Draft
Finished

Author
Team FHJ
Team FHJ
Team FHJ
Team FHJ

Changes
Development
Commenting Round 1
Commenting Round 2
Commenting Round 3
Content
PART A:

HEALTH & WELL-BEING IN TOURISM DESTINATION .................................................. 3

1

WELDEST OBJECTIVES ............................................................................................................... 3

2

WELDEST TARGETS ..................................................................................................................... 4

PART B:

RESEARCH IN WELDEST ERASMUS PROJECT ........................................................... 5

3

PREAMBLE .................................................................................................................................... 5

4

BACKGROUND .............................................................................................................................. 5

4.1

Definition “Health & well-being destination” .............................................................................................................. 7

5

AIMS AND OBJECTIVES IN WP 4 ................................................................................................. 7

5.1

Aim of Research............................................................................................................................................................. 7

5.2

Objectives of Research ................................................................................................................................................. 7

6

METHODOLOGY ............................................................................................................................ 8

6.1

Subtask 1: Planning the research methodology....................................................................................................... 10

6.2

Subtask 2: Destination and consumer needs analyses ........................................................................................... 10

6.3

Subtask 3: Current status of health and well-being destinations ........................................................................... 15

6.4

Subtask 4: Stakeholder research via Open Space Technology .............................................................................. 16

6.5

Subtask 5: summary and framework ......................................................................................................................... 19

7

ANNEX A: DESTINATION NEEDS ANALYSES ................. ERROR! BOOKMARK NOT DEFINED.

8

ANNEX B: CONSUMER NEEDS ANALYSES .................... ERROR! BOOKMARK NOT DEFINED.

9

ANNEX C: LIST OF STAKEHOLDERS ............................... ERROR! BOOKMARK NOT DEFINED.

10

ANNEX C: TIME TABLE DETAILS ................................. ERROR! BOOKMARK NOT DEFINED.

2 WP 4: Research | ERASMUS WelDest 2012 - 2014
Part A:

Health & Well-being in Tourism Destination

The aim of WelDest is to create a development framework to be used by public bodies, destination
management organizations and private companies, when developing holistic health and well-being
destinations (H&WB). The project “Health and Well-being in Tourism Destination” (WelDest) combines
the expertise of 6 Higher Education Institutes, 12 industry and 18 associate partners from Austria,
Czech Republic, Finland, Germany, Hungary and the UK. These countries represent different stages of
development in health and well-being tourism.

1

WelDest objectives
a. To outline, via research, the health and well-being destinations service supply, resources, staff
competencies and elements at a destination appreciated by locals and tourists.
b. To identify or strengthen the potentials for business opportunities in tourism and to foster
innovation around H&WB based services and destination development.
c. To contribute to lifelong learning by the achieving the following outcomes:


An electronic handbook “Keys to developing a holistic health & well-being tourism
destination”, including a self-assessment and development tool for destinations and course
design, to be used at tertiary level and continuing education for the industry. It will address
lacking knowledge on development of H&WB tourism destinations. The handbook will be seen a
guide of best practice.



A blog providing industry, academia and citizens with new opportunities to share their
knowledge on H&WB topics. A blog will service citizens, industry and academia by providing
information about project results, links, expert posts etc. and by creating an interactive forum for
knowledge transfer and highlighting best practices.

3 WP 4: Research | ERASMUS WelDest 2012 - 2014
2

WelDest targets

We address many needs, challenges and EU communications, e.g.
Tourism communication (2010, 352) on sustainable, high-quality tourism and diversification of
destinations:
a. Changing demographics and increasing concern for health creating demand for quality health
and well-being services
b. Lack of European wide understanding of what constitutes a health promoting destination and
educational material on the subject
WelDest addresses the above mentioned with an interdisciplinary, transnational approach by creating
knowledge transfer and learning material across the EU, to enhance competitiveness and employability
of H&WB tourism.

4 WP 4: Research | ERASMUS WelDest 2012 - 2014
Part B:

3

Research in WelDest ERASMUS project

Preamble

Research and innovation are at the center of Europe 2020 strategy. According to the Flagship Initiative
Innovation Union COM 2010 excellence in education and skills and free movement of knowledge across country and language borders as in WelDest- are prerequisites of innovation. WelDest supports
also European Research Area and the consortium, also involving its students in R&D activities, is a
Knowledge Alliance developing new learning material and course design addressing skills gaps in
H&WB.

4

Background

Our innovative interdisciplinary R&D approach between HEIs (Higher Education Institutions) and health
& well-being related businesses and destinations will identify potential business opportunities and
enhance competitiveness of tourism destinations. Changes in demographics have created gaps in the
supply of skilled labor in service sector and the increasing demand for H&WB services is foreseen to
create new job opportunities. We address the changed needs with pioneer ICT-based educational
material for entrepreneurs and staff.
WelDest will create an eHandbook for educational purposes. It will address lacking knowledge on
development of H&WB tourism destinations. A blog will service citizens, industry and academia by
providing information about project results, links, expert posts etc. and by creating an interactive forum
for knowledge transfer and highlighting best practices. Cornerstones of innovative WelDest pedagogy
are interdisciplinary and case studies / best practice based learning at H&WB related industries.
WelDest supports modernization in EHEA (European Higher Education Area) by partnership between
HEI and enterprises. Partner countries with varying H&WB traditions, supply and education will create
interdisciplinary, comparable, flexible, multinational and partly multilingual contents for educational and
business development purposes. Industry partners will provide business input into course design while
also utilize the educational materials produced. Mobility and digital competency of
teachers/students/industry will be increased.

5 WP 4: Research | ERASMUS WelDest 2012 - 2014
Innovation policy (COM 2009, 442) claims the basic requirement for innovation lies in knowledge
triangle; business, education and research. Also the development of innovative products, services,
business modules and organizational structures are highlighted. WelDest addresses the above
mentioned targets. It specifically aims to capture new service ideas (WP4, research) for further
development and transfer into business practice at destinations on both continuing and degree level
education.
HEIs have contacted new industry partners (SMEs) and related associations/organizations
(destination/national level) to form a consortium with common goals to develop H&WB tourism offering
and education supporting it. The role of industry partners will be further specified via needs analyses at
the beginning of WelDest. To guarantee the quality of cooperation and win-win between HEIs and
industry partners the latter are involved in main WPs and one WP is led by an industry partner.
HEI-partners from 6 EU countries represent various experience and expertise in educational practices
(e.g. eLearning, project based learning and cooperation with industry, international projects and
substance related traditions). This will optimize exchange of learning practices, including digital
competencies, and knowledge transfer between science and applied universities and industry.
Furthermore it will facilitate innovation and lifelong learning at H&WB industry interfaces.
Dialogue between industry and education supports the updating of educational contents and knowledge
transfer to the industry. This WelDest knowledge alliance helps in facing the challenges of changing
demographics, lifestyle diseases, increasing tourism competition outside EU and skills mismatch.
Further education needs (both intra and extracurricular addressing the changing needs of the H&WB
industry), business opportunities and interdisciplinary innovations will be discovered.
WelDest consortium is chosen to represent culturally, linguistically and geographically different EU
countries offering various H&WB services. Research WP will further reveal cultural differences in H&WB
tourism elements and in their demand. Understanding differences is essential when serving international
tourists. However, these differences can be used in increasing differentiation and competitiveness of
destination. Language versions of outcomes will be used to maximize valorization.
In accordance with ET 2020 WelDest addresses the need for continuing professional development,
modernization of educational contents, digital and linguistic competencies, mobility, evolving needs of
the labor market and learning in all contexts (formal, non-formal, informal). Main WelDest WPs
(research and eHandbook with course design) address these needs by involving the participants in
interdisciplinary research activities, exchange of best practice and development of digital educational
material.

6 WP 4: Research | ERASMUS WelDest 2012 - 2014
4.1

Definition “Health & well-being destination”

A Health &well-being destination is an area chosen by customers (guests, with either preventive or
curative motives) as a travel destination to improve their state of health and/or well-being. The
destination includes all the necessary infrastructure such as accommodation, restaurants, and other
facilities, with a systematically developed offer for health and well-being. The destination is managed
and marketed professionally as a unit.

5

Aims and objectives in WP 4
5.1

Aim of Research

The aim of this WP 4, led by FH JOANNEUM, is to conduct research that is relevant to the health and
well-being tourism industry and destinations. The goal is to create a development framework to be used
by public bodies, DMOs and private companies at tourism destinations willing to strengthen the
elements influencing the well-being level of tourists and locals alike.
5.2

Objectives of Research

a. To identify the current knowledge and competence needs in managing and developing health
and well-being destinations (needs analyses to be conducted among core partner target
groups: industry partners, associated partners and HEI-partners and outside the partnership:
representative sample of managers, developers, experts and policy makers responsible for
destination development)
b. To outline, via secondary and primary research, the service supply, resources, staff
competences and elements of H&WB at tourist destinations appreciated by both tourists and
locals. Research will be conducted on tourists, managers of local H&WB and tourism
companies, tourism destination developers/managers, environmental administration, health
care administration, regional planning and policy makers.
c. To compare existing destination management network structures and destination
development approaches and tools and to develop a destination development framework (selfassessment and development tool) that leads to a more competitive and holistic H&WB
destination.
d. To identify the potential for business opportunities and potential areas for innovation around
H&WB based services in destinations

7 WP 4: Research | ERASMUS WelDest 2012 - 2014
6

Methodology

Overview of Work Package 4
After a planning phase the research WP will start with a primary research on the main needs of
stakeholders in H&WB destinations. Online tools and interviews will be used for the needs analyses
(ST2). The aim is to identify the essential questions on which we focus during the main research
process (ST4). Stakeholder interviews (for cost benefit reasons these can be conducted over telephone
if necessary) on managers and experts will follow based on the results of the needs analyses. The local
management teams will shortlist all relevant persons from the pilot destination and nationally to be
reached for research needs analyses, interviews and focus group discussions. Interviews and
stakeholder research are conducted in each participating country by the HEI-partners. Customers’
needs are investigated by online survey tools utilizing e-mailing lists from the industry partners.
HNEE will lead the secondary research (ST3) on the current literature on health and well-being
destinations. Simultaneously a list on the existing health and well-being destinations in EU countries is
compiled to be used in dissemination e.g. as links in WelDest blog, and it will be updated during ITB
travel fair for exploitation. HNEE develops a list with criteria for the secondary research.
Based on the previous research activities we will continue the primary stakeholder research with focus
group discussions in each pilot destination. Every single subtask will start with a planning phase
(research questions and strategy), data collection, analyzes and then proceed to reporting and will be
compiled into one summary used as a basis for the content of the eHandbook (WP 5).WP4 is the core
of the project impacting the major outcomes (WP 5) and learning among partners involved. Furthermore
the research results will be applied to benefit the business. WP3 will oversee that e.g. the research
questions are addressed to and the timelines are kept. The outcomes will be disseminated and
exploited at WP 2 & 6.
Subtask (ST) Leaders
Work Package Leader

FH JOANNEUM (FHJ)

ST 1: Research methodology plan

FH JOANNEUM (FHJ)

ST 2: Destination and consumer needs analyses, primary
research

FH JOANNEUM (FHJ)

ST 3: Current status of health and well-being destinations,
secondary research

University of sustainable development in
Eberswalde (HNEE)

ST 4: Stakeholder research OST

CHC - Christian Husak Consulting

8 WP 4: Research | ERASMUS WelDest 2012 - 2014
ST 5: Summary and framework for health & well-being
destination elements

University of Pannonia (UOP)

Table 1: Overview of the Subtask Leaders

Research Overview

Secondary
Research

Primary Reserach

Consumer
needs
analysis (ST2)

Semistructed
national
interviews

Focus Group
in each pilot
destination

Current status
of HWB
destinations
(ST3)

Online or
printed
questionnaire

Destination needs analysis
(ST2)

Literature
review

Open Space Technology
with industry partners in Berlin 2014 (ST4)
SUMMARY (ST5)

Figure1: Research Overview:

Timetable
WP4: Research - Timetable

2012
Oct

Nov

2013
Dec

Jan Feb

Mar

Apr

May

Jun

Jul Aug

2014
Sep

Oct

Nov

Dec

Jan Feb

Mar

ST1: research plan
ST2: destination & consumer needs analy sis (prim.)
ST3: Current status of H&WB destinations (sec.)

plan
plan

ST4: Stakeholder research (open space t.)
ST5: Summary and framew ork

Table 2: Research – Timetable / Note: ST2 – destination needs analyses until Feb. 2013 / consumer needs analyses until Sep. 2013

9 WP 4: Research | ERASMUS WelDest 2012 - 2014

ITB
6.1

Subtask 1: Planning the research methodology

The research plan addresses WelDest objectives A and B. The plan will cover the research topic and
outline research questions; decide on research strategy (sample, information gathering techniques, data
analyses techniques, type of report), time frame, and actors.
The research plan is a guideline through the whole project with connection to other work packages, e.g.
development of the eHandbook, which is built based on the results of the research WP. All HEI-partners
conduct research in their respective countries according to the research plan and instructions given by
the lead and subtask leads.
6.2

Subtask 2: Destination and consumer needs analyses

The overarching goal of the destination and consumer needs analyses is to identify the main elements
which make an H&WB destination competitive, the current knowledge and competence needs in
managing and developing health and well-being destinations and to outline the service supply,
resources, staff competences and elements of H&WB destinations appreciated by tourists, locals and
customers.
The research WP starts with a primary research on the main needs of stakeholders in H&WB
destinations. Semi structured Stakeholder interviews will be conducted face to face or via telephone
(depending on the cost effectiveness) on managers and experts. FH JOANNEUM will lead the
development of the interview questionnaire and instructions on the reporting of the results. The local
HEI-teams will be conducting the interviews nationally. The local management team will shortlist all
relevant persons from the pilot destination and nationally to be reached for research needs analyses.
Interviews are conducted in each participating country by the HEI-partners. Customer needs are also
investigated. Industry partner’s customers can answer the questionnaire either online or using a printed
questionnaire.
Hypothesis:
 There is a gap in stakeholders’ knowledge and competencies for pursuing strategies for the
development of H&WB destinations, which can be closed by innovative, tertiary education
Aim:
 To identify the current knowledge and competence needs in managing and developing health
and well-being destinations.
The main focus of the destination needs analysis is to identify:
 Present and future strategies for the development of a H&WB destination (destination level
present and future strategies)
 The different destination development approaches and tools used
 The future business opportunities

10 WP 4: Research | ERASMUS WelDest 2012 - 2014



6.2.1

The lack of knowledge and competences, which are needed for development of a H&WB
destination
The need for tertiary level education, educational material and continuing education.

Parties responsible

Investigators for destination needs analyses are:
 Turku University of Applied Sciences, Finland
 University College Birmingham, UK
 FH JOANNEUM – University of Applied Sciences, Austria
 University of Pannonia, Hungary
 Institute of Hospitality Management in Prague, Czech Republic
 University of sustainable development in Eberswalde, Germany

6.2.2

Stakeholder Analyses

6.2.2.1

Research Questions

Research questions to be addressed are:
1. What are the main health and well-being destinations service supply, resources, staff
competencies and elements at a destination appreciated?
2. Which strategies are currently being used and which future strategies are planned by
stakeholders for development of H&WB destinations (e.g. DMOs, hotel manager, etc.) in the
different European countries?
3. Which are the critical success factors for the development of H&WB destination? (e.g. “hard
ware”, “soft skills”)
4. What are the competitive advantages of an H&WB destination?
5. Which tools / approaches/ strategies are being used for becoming a H&WB destination in the
different European countries?
6. Which future business opportunities can be identified by developing H&WB destination in the
different European countries?
7. Which knowledge and competencies do the stakeholders possess?
o Which of these are relevant for the development of H&WB destinations?
8. What kind of educational offering (formal, non-formal, informal) must be provided by HEI in
order to help closing the gap between the stakeholders’ knowledge and competencies and the
ability to pursue strategies for the development of an H&WB destination?
6.2.2.2

Methods

To answer the research questions the following research methods are used:

11 WP 4: Research | ERASMUS WelDest 2012 - 2014







6.2.2.3






6.2.2.4

Semi-structured Stakeholder interviews (10 per HEI)
Part A: a questionnaire for quantitative research will be created and translated.
An interview guideline will be created.
The interviewees will be contacted face to face or via telephone.
The questionnaire will be sent via e-Mail first – quantitative questions should be answered
before the actual interview.
After the questionnaire has been completed the interviewee will be called for the qualitative
research interviews, which is Part B of the questionnaire.
Data and Data Analysis
Part A: For the data collection a standardized questionnaire will be developed. The HEI partners
send out the questionnaires via email and get them back during the interview or, when possible
the questionnaire can be online. Research software like Webropol will be used (TUAS has the
license and spread it out to partners) for collecting and analyzing the data.
Part B: The Austrian team tries to do their interviews already in April so that a cluster
categorization can be made on the base of the collected information to be sent out then as a
form to the partners. They hold back the analysis of their interviews to be then able to insert
their results into the form provided by FH JOANNEUM.
Part C: All interviews will be recorded. The interviewers are to jot down the vital parts of the
interview. The interviewers have to decide if a side note is worth to be written down as well.
These notes have to be translated by the partners into English, inserted into Webropol and
have to be sent then via eMail to FH JOANNEUM. FH JOANNEUM will then process the
research report. Automatically developed graphs and statistics of Webropol will be used for
reporting.

Sample

A. Sources of potential participants
Participants will be included if they are:
a. among the core partner target groups in each country: industry partners, associated partners
and HEI-partners and
a. core partner target groups outside the partnership: sample of managers, developers, experts
and policy makers responsible for destination development.

12 WP 4: Research | ERASMUS WelDest 2012 - 2014
Specifically the destination needs analysis is to be conducted among:
3 regional developers (LEADER, EC-funded, regional management authorities, etc.)
3 hospitality managers (wellness-hotels, spa, fitness clubs, cure clinic private etc.)
2 health managers (health promoters, medical doctors, etc.)
1 local tourism manager (e.g.)
1 policy makers high level nationally (e.g. chamber of commerce, national / federal tourism board…)

6.2.3

Consumer needs analyses (primary research)

Aim:
 Aim of the consumer needs analyses is to identify the service supply, resources, staff
competences and elements of H&WB appreciated by customers.
The plan is to conduct a printed/ online survey in each country. The survey has to be translated in the
involved languages, if needed.

6.2.3.1

Parties responsible

Investigators for destination needs analyses are:
 Turku University of Applied Sciences, Finland
 University College Birmingham, UK
 FH JOANNEUM – University of Applied Sciences, Austria
 University of Pannonia, Hungary
 Institute of Hospitality Management in Prague, Czech Republic
 University of sustainable development in Eberswalde, Germany

6.2.3.2

Research Questions

1. Which services are crucial for consumers to recognize a destination as H&WB destination?
2. Which staff competencies are crucial for consumers to recognize a destination as H&WB
destination?
3. Which resources or core elements are crucial for consumers to recognize a destination as
H&WB destination?
4. Which elements limit a destination to be recognized as H&WB destination by consumers (e.g.
pollution)?

13 WP 4: Research | ERASMUS WelDest 2012 - 2014
6.2.3.3

Method

A standardized questionnaire will be developed in English. The questions will be translated by each HEI
into national language. Then the questions will be put into the software Webropol.
There will be two ways of spreading the questionnaires.
a) The questionnaire will be printed. Then they will be put at the reception of a hotel / clinic of the
industry partner. Customers will be asked to complete the questionnaire when checking out.
The questionnaires should be collected by a representative of the industry partner at the hotel /
clinic. After that the answers have to be put in Webropol by every partner country. Answers in
national language have to be translated into English when put into the software. But there is no
need to have the translated version on a paper version.
b) The translated questionnaires will be spread digitally via eMail link or Newsletter. This is done
by each partner country and their industry partners. Answers to open questions have to be
translated back into English by every partner country.
Decision if on- or offline questionnaire is used belongs to national team. Both option a) and b) or only
one of them will be possible.
6.2.3.4

Sample

Aim is to receive 200 respondents per country. The questionnaires should be placed at partner
companies of the industry partners. If possible, depends on industry partner and destination, at least
three, maximum five different companies e.g. hotel / clinic should be conducted. If it is possible for the
HEI partners to use an eMail address list, given by a national or regional spa association, those
addresses can be taken.

6.2.4





Focus Group
A preliminary framework will be developed by UOP which is the basic for the focus groups.
One focus group per country will be created in the area of the industry partners and their related
companies and organizations (4-6 representative persons, incl. policy makers).
Due to regional circumstances it is possible to have more than one focus group.
The focus group interview will be combined with a local management meeting.

14 WP 4: Research | ERASMUS WelDest 2012 - 2014
6.2.5

Time scale WP 4

WP4: Research - Timetable

2012
Oct

Nov

2013
Dec

Jan Feb

Mar

Apr

May

Jun

Jul Aug

2014
Sep

Oct

Nov

Dec

Jan Feb

Mar

ST1: research plan
ST2: destination & consumer needs analy sis (prim.)
ST3: Current status of H&WB destinations (sec.)

plan
plan

ST4: Stakeholder research (open space t.)

ITB

ST5: Summary and framew ork

A preliminary destination framework will be developed by UOP which is done in Oct. 2013.
After that the focus groups, will be testing the preliminary destination framework, until end of November
2013. From December 2013 to February 2014 the results of the focus group and WP will be transferred
into the final destination framework.

6.3

Subtask 3: Current status of health and well-being destinations

Leader: University of sustainable development in Eberswalde (HNEE), Steffen Lange
The aim of secondary research is to get knowledge in the existing research: health and well-being
destinations service supply, resources, staff competencies and elements at a destination appreciated by
locals, destination development possible best practices and development tools. Simultaneously a list on
the existing health and well-being destinations and their approach to health (e.g. preventive approach,
medical approach) in participating countries in compiled to consist destinations which already
market/develop themselves as health and well-being tourism destinations.

6.3.1.1

Parties responsible

Secondary research is conducted in all partner countries by all HEI partners. HNEE takes care of
German and English speaking research and the rest of the teams will look into their native languages.

6.3.1.2

Research Questions

a. How are terms defined such as: well-being destination, health destination, region, destination
etc.?
b. What kind of systematization does exist to differentiate between different types of health
destinations?
c. Which are the trend-setting and leading institutions/associations nationally in health and
wellbeing tourism?
 What are their aims?

15 WP 4: Research | ERASMUS WelDest 2012 - 2014
 What are their projects to realize their aims?
d. What tools are applied to realize a health and well-being destination (endogenous or exogenous
(Porter) tools?
e. Which indications can be found according to health and well-being destinations service supply,
resources, staff competencies and elements at a destination appreciated by locals and tourists
f. Which destinations (European wide) market themselves as health and well-being destinations?

6.3.1.3

Methods

A literature review is conducted through relevant databases, books, journals and the internet.
1. A literature search is conducted for relevant publications regarding "Health and well-being
destination" in library catalogues. Books should be selected, which explicitly answer the
research questions.
2. A systematic literature review is conducted by HNEE in relevant databases.
3. An internet search is done with meta-search-engines, like “Metacrawler” to find relevant books,
journals, projects, associations or cooperation. There also should be a search in electronic
counterpart books.

Literature
Review

6.4

1. Research in library
catalogs for
books/articles

2. Research in relevant
databases for
articles/projects

3.Research in Internet for
projects/associations/websites

Subtask 4: Stakeholder research via Open Space Technology

Leader: CHC - Christian Husak Consulting, Christian Husak
Aim of this subtask is to build an understanding of the key factors in health and well-being destination
development (service supply, resources, staff competencies) and in education supporting this
development. We will also assess the elements (e.g. nature based resources), strategies and
development tools for the management of a health and well-being destination. Business opportunities
will be identified.
The results of the first phase of the primary (ST 2) and secondary research are the basic input of
this subtask. In March 2014 we will organize a sessions utilizing open space technology during a
project meeting in parallel with the ITB Berlin to which all industry partners will be invited.

16 WP 4: Research | ERASMUS WelDest 2012 - 2014
This method is part of our primary research to encompass a large pool of point of views, which will be
later analyzed and filtered for the creation of the eHandbook & Self-assessment tool content.

 Open-Space Technology
 In March 2014 all results will be discussed during a project meeting during the ITB Berlin to
which all industry partners will be invited (attendance is budgeted for them).
 Open-Space Technology, as the method of focusing on a specific and important purpose or
task, is used.
 Detailed description of Open-Space technology is given under subtask 4

6.4.1

Participants of the session

Participants for open space technology at Berlin 2014 are:
 Turku University of Applied Sciences, Finland
 University College Birmingham, UK
 FH JOANNEUM – University of Applied Sciences, Austria
 University of Pannonia, Hungary
 Institute of Hospitality Management in Prague, Czech Republic
 University of sustainable development in Eberswalde, Germany
 Naantali Tourist Information
 Kultaranta Resort
 Malvern Hills District Councill
 Thermae Bath Spa
 Tourismusverband Ferienregion Attergau
 Veszprémi Turisztkai Nonprofit Kft
 Spa and Wellness Center Sárvár
 Orea Vital Hotel Sklár
 The Eastern Moravia Tourism Organization
 European Institute for business and environment
All associated partners will be invited at their own cost.

6.4.2

Methods

Open space method supports the aim of getting productive and innovative idea generation & cooperation within. Open-space technology (OST) is an approach for hosting meetings and conferences
focused on a specific and important purpose or task - but beginning without any formal agenda, beyond
the overall purpose or theme.

17 WP 4: Research | ERASMUS WelDest 2012 - 2014
The results of ST 2 and ST3 are “tested” and refined during OST. Those results lead to Subtask 5:
summary and framework.
Basics





Relevant participants
OST is based on five principles (and one „law“)
OST settings are „unstructured“ (in the sense that there is not a tough „management“)
OST is a technology, where creativity from participants is recommended

The 5 principles
• Whoever comes, she/he is the „accurate“ person
• Whatever happens, it is okay
• Whenever it starts, it is the right time
• Whenever it finishes, it´s finished
• Whatever happens, exactly that should be
The law of 2 feet
If someone is unable to contribute to or learn from a group-discussion, you leave and go to the next one
…
Keys to success
 participants must feel the „need for action“ concerning the conference-theme
 heterogeneous group of participants
 willingness to cooperate with others (to listen to their arguments, to have a dialogue and not a
discussion … )
 experienced moderator

6.4.3

Sample
A. Sources of Potential Participants

All HEI members of WelDest project plus one representative of each industry partner will join this open
space session.
B. Procedure for collecting data
Moderation, collection of data and summarizing by Christian Husak

18 WP 4: Research | ERASMUS WelDest 2012 - 2014
6.4.4

Time scale

Open Space Meeting takes place during ITB Berlin 2014 at the University of Applied Sciences in
Eberswalde (HNEE).
6.5

Subtask 5: summary and framework

Leader TUAS
6.5.1

Summary of Work Package 4

This document summarizes the results from primary and secondary research phase and based on them
creates the development framework for health and well-being destination, its key service supply,
resources, staff competences and elements (WelDest objective 1), and identifies the potential for
business opportunities and innovation needs around health and well-being destinations and their
management
6.5.2

Framework for health and wellbeing elements

This is the key outcome of the research WP and reveals also the educational & training needs which will
be addressed by the content of the eHandbook (“Keys to developing a holistic health and well-being
destination”) with course design and the Self-Assessment & development tool for health and well-being
destination (for HEI education & continuing education) (WP 5).
To maximize valorization, executive summaries are written in all consortium languages. This document
will be freely available at WelDest blog.

19 WP 4: Research | ERASMUS WelDest 2012 - 2014

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WelDest Research Methodology Plan 2012 - 2014

  • 1. ERASMUS Lifelong Learning Program Health & Well-being in Tourism Destination 2012 - 2014 Work Package 4: Research Methodology Date: Author: Distribution: File name Version: Description: Version 1 2 3 4 2012-03-01 Team FHJ WelDest project team internal use 2013-03-01-Research_Methodology_final 4.0 Research Methodology Date 01.10.2012 30.11.2012 21.01.2013 01.03.2013 Status Draft Draft Draft Finished Author Team FHJ Team FHJ Team FHJ Team FHJ Changes Development Commenting Round 1 Commenting Round 2 Commenting Round 3
  • 2. Content PART A: HEALTH & WELL-BEING IN TOURISM DESTINATION .................................................. 3 1 WELDEST OBJECTIVES ............................................................................................................... 3 2 WELDEST TARGETS ..................................................................................................................... 4 PART B: RESEARCH IN WELDEST ERASMUS PROJECT ........................................................... 5 3 PREAMBLE .................................................................................................................................... 5 4 BACKGROUND .............................................................................................................................. 5 4.1 Definition “Health & well-being destination” .............................................................................................................. 7 5 AIMS AND OBJECTIVES IN WP 4 ................................................................................................. 7 5.1 Aim of Research............................................................................................................................................................. 7 5.2 Objectives of Research ................................................................................................................................................. 7 6 METHODOLOGY ............................................................................................................................ 8 6.1 Subtask 1: Planning the research methodology....................................................................................................... 10 6.2 Subtask 2: Destination and consumer needs analyses ........................................................................................... 10 6.3 Subtask 3: Current status of health and well-being destinations ........................................................................... 15 6.4 Subtask 4: Stakeholder research via Open Space Technology .............................................................................. 16 6.5 Subtask 5: summary and framework ......................................................................................................................... 19 7 ANNEX A: DESTINATION NEEDS ANALYSES ................. ERROR! BOOKMARK NOT DEFINED. 8 ANNEX B: CONSUMER NEEDS ANALYSES .................... ERROR! BOOKMARK NOT DEFINED. 9 ANNEX C: LIST OF STAKEHOLDERS ............................... ERROR! BOOKMARK NOT DEFINED. 10 ANNEX C: TIME TABLE DETAILS ................................. ERROR! BOOKMARK NOT DEFINED. 2 WP 4: Research | ERASMUS WelDest 2012 - 2014
  • 3. Part A: Health & Well-being in Tourism Destination The aim of WelDest is to create a development framework to be used by public bodies, destination management organizations and private companies, when developing holistic health and well-being destinations (H&WB). The project “Health and Well-being in Tourism Destination” (WelDest) combines the expertise of 6 Higher Education Institutes, 12 industry and 18 associate partners from Austria, Czech Republic, Finland, Germany, Hungary and the UK. These countries represent different stages of development in health and well-being tourism. 1 WelDest objectives a. To outline, via research, the health and well-being destinations service supply, resources, staff competencies and elements at a destination appreciated by locals and tourists. b. To identify or strengthen the potentials for business opportunities in tourism and to foster innovation around H&WB based services and destination development. c. To contribute to lifelong learning by the achieving the following outcomes:  An electronic handbook “Keys to developing a holistic health & well-being tourism destination”, including a self-assessment and development tool for destinations and course design, to be used at tertiary level and continuing education for the industry. It will address lacking knowledge on development of H&WB tourism destinations. The handbook will be seen a guide of best practice.  A blog providing industry, academia and citizens with new opportunities to share their knowledge on H&WB topics. A blog will service citizens, industry and academia by providing information about project results, links, expert posts etc. and by creating an interactive forum for knowledge transfer and highlighting best practices. 3 WP 4: Research | ERASMUS WelDest 2012 - 2014
  • 4. 2 WelDest targets We address many needs, challenges and EU communications, e.g. Tourism communication (2010, 352) on sustainable, high-quality tourism and diversification of destinations: a. Changing demographics and increasing concern for health creating demand for quality health and well-being services b. Lack of European wide understanding of what constitutes a health promoting destination and educational material on the subject WelDest addresses the above mentioned with an interdisciplinary, transnational approach by creating knowledge transfer and learning material across the EU, to enhance competitiveness and employability of H&WB tourism. 4 WP 4: Research | ERASMUS WelDest 2012 - 2014
  • 5. Part B: 3 Research in WelDest ERASMUS project Preamble Research and innovation are at the center of Europe 2020 strategy. According to the Flagship Initiative Innovation Union COM 2010 excellence in education and skills and free movement of knowledge across country and language borders as in WelDest- are prerequisites of innovation. WelDest supports also European Research Area and the consortium, also involving its students in R&D activities, is a Knowledge Alliance developing new learning material and course design addressing skills gaps in H&WB. 4 Background Our innovative interdisciplinary R&D approach between HEIs (Higher Education Institutions) and health & well-being related businesses and destinations will identify potential business opportunities and enhance competitiveness of tourism destinations. Changes in demographics have created gaps in the supply of skilled labor in service sector and the increasing demand for H&WB services is foreseen to create new job opportunities. We address the changed needs with pioneer ICT-based educational material for entrepreneurs and staff. WelDest will create an eHandbook for educational purposes. It will address lacking knowledge on development of H&WB tourism destinations. A blog will service citizens, industry and academia by providing information about project results, links, expert posts etc. and by creating an interactive forum for knowledge transfer and highlighting best practices. Cornerstones of innovative WelDest pedagogy are interdisciplinary and case studies / best practice based learning at H&WB related industries. WelDest supports modernization in EHEA (European Higher Education Area) by partnership between HEI and enterprises. Partner countries with varying H&WB traditions, supply and education will create interdisciplinary, comparable, flexible, multinational and partly multilingual contents for educational and business development purposes. Industry partners will provide business input into course design while also utilize the educational materials produced. Mobility and digital competency of teachers/students/industry will be increased. 5 WP 4: Research | ERASMUS WelDest 2012 - 2014
  • 6. Innovation policy (COM 2009, 442) claims the basic requirement for innovation lies in knowledge triangle; business, education and research. Also the development of innovative products, services, business modules and organizational structures are highlighted. WelDest addresses the above mentioned targets. It specifically aims to capture new service ideas (WP4, research) for further development and transfer into business practice at destinations on both continuing and degree level education. HEIs have contacted new industry partners (SMEs) and related associations/organizations (destination/national level) to form a consortium with common goals to develop H&WB tourism offering and education supporting it. The role of industry partners will be further specified via needs analyses at the beginning of WelDest. To guarantee the quality of cooperation and win-win between HEIs and industry partners the latter are involved in main WPs and one WP is led by an industry partner. HEI-partners from 6 EU countries represent various experience and expertise in educational practices (e.g. eLearning, project based learning and cooperation with industry, international projects and substance related traditions). This will optimize exchange of learning practices, including digital competencies, and knowledge transfer between science and applied universities and industry. Furthermore it will facilitate innovation and lifelong learning at H&WB industry interfaces. Dialogue between industry and education supports the updating of educational contents and knowledge transfer to the industry. This WelDest knowledge alliance helps in facing the challenges of changing demographics, lifestyle diseases, increasing tourism competition outside EU and skills mismatch. Further education needs (both intra and extracurricular addressing the changing needs of the H&WB industry), business opportunities and interdisciplinary innovations will be discovered. WelDest consortium is chosen to represent culturally, linguistically and geographically different EU countries offering various H&WB services. Research WP will further reveal cultural differences in H&WB tourism elements and in their demand. Understanding differences is essential when serving international tourists. However, these differences can be used in increasing differentiation and competitiveness of destination. Language versions of outcomes will be used to maximize valorization. In accordance with ET 2020 WelDest addresses the need for continuing professional development, modernization of educational contents, digital and linguistic competencies, mobility, evolving needs of the labor market and learning in all contexts (formal, non-formal, informal). Main WelDest WPs (research and eHandbook with course design) address these needs by involving the participants in interdisciplinary research activities, exchange of best practice and development of digital educational material. 6 WP 4: Research | ERASMUS WelDest 2012 - 2014
  • 7. 4.1 Definition “Health & well-being destination” A Health &well-being destination is an area chosen by customers (guests, with either preventive or curative motives) as a travel destination to improve their state of health and/or well-being. The destination includes all the necessary infrastructure such as accommodation, restaurants, and other facilities, with a systematically developed offer for health and well-being. The destination is managed and marketed professionally as a unit. 5 Aims and objectives in WP 4 5.1 Aim of Research The aim of this WP 4, led by FH JOANNEUM, is to conduct research that is relevant to the health and well-being tourism industry and destinations. The goal is to create a development framework to be used by public bodies, DMOs and private companies at tourism destinations willing to strengthen the elements influencing the well-being level of tourists and locals alike. 5.2 Objectives of Research a. To identify the current knowledge and competence needs in managing and developing health and well-being destinations (needs analyses to be conducted among core partner target groups: industry partners, associated partners and HEI-partners and outside the partnership: representative sample of managers, developers, experts and policy makers responsible for destination development) b. To outline, via secondary and primary research, the service supply, resources, staff competences and elements of H&WB at tourist destinations appreciated by both tourists and locals. Research will be conducted on tourists, managers of local H&WB and tourism companies, tourism destination developers/managers, environmental administration, health care administration, regional planning and policy makers. c. To compare existing destination management network structures and destination development approaches and tools and to develop a destination development framework (selfassessment and development tool) that leads to a more competitive and holistic H&WB destination. d. To identify the potential for business opportunities and potential areas for innovation around H&WB based services in destinations 7 WP 4: Research | ERASMUS WelDest 2012 - 2014
  • 8. 6 Methodology Overview of Work Package 4 After a planning phase the research WP will start with a primary research on the main needs of stakeholders in H&WB destinations. Online tools and interviews will be used for the needs analyses (ST2). The aim is to identify the essential questions on which we focus during the main research process (ST4). Stakeholder interviews (for cost benefit reasons these can be conducted over telephone if necessary) on managers and experts will follow based on the results of the needs analyses. The local management teams will shortlist all relevant persons from the pilot destination and nationally to be reached for research needs analyses, interviews and focus group discussions. Interviews and stakeholder research are conducted in each participating country by the HEI-partners. Customers’ needs are investigated by online survey tools utilizing e-mailing lists from the industry partners. HNEE will lead the secondary research (ST3) on the current literature on health and well-being destinations. Simultaneously a list on the existing health and well-being destinations in EU countries is compiled to be used in dissemination e.g. as links in WelDest blog, and it will be updated during ITB travel fair for exploitation. HNEE develops a list with criteria for the secondary research. Based on the previous research activities we will continue the primary stakeholder research with focus group discussions in each pilot destination. Every single subtask will start with a planning phase (research questions and strategy), data collection, analyzes and then proceed to reporting and will be compiled into one summary used as a basis for the content of the eHandbook (WP 5).WP4 is the core of the project impacting the major outcomes (WP 5) and learning among partners involved. Furthermore the research results will be applied to benefit the business. WP3 will oversee that e.g. the research questions are addressed to and the timelines are kept. The outcomes will be disseminated and exploited at WP 2 & 6. Subtask (ST) Leaders Work Package Leader FH JOANNEUM (FHJ) ST 1: Research methodology plan FH JOANNEUM (FHJ) ST 2: Destination and consumer needs analyses, primary research FH JOANNEUM (FHJ) ST 3: Current status of health and well-being destinations, secondary research University of sustainable development in Eberswalde (HNEE) ST 4: Stakeholder research OST CHC - Christian Husak Consulting 8 WP 4: Research | ERASMUS WelDest 2012 - 2014
  • 9. ST 5: Summary and framework for health & well-being destination elements University of Pannonia (UOP) Table 1: Overview of the Subtask Leaders Research Overview Secondary Research Primary Reserach Consumer needs analysis (ST2) Semistructed national interviews Focus Group in each pilot destination Current status of HWB destinations (ST3) Online or printed questionnaire Destination needs analysis (ST2) Literature review Open Space Technology with industry partners in Berlin 2014 (ST4) SUMMARY (ST5) Figure1: Research Overview: Timetable WP4: Research - Timetable 2012 Oct Nov 2013 Dec Jan Feb Mar Apr May Jun Jul Aug 2014 Sep Oct Nov Dec Jan Feb Mar ST1: research plan ST2: destination & consumer needs analy sis (prim.) ST3: Current status of H&WB destinations (sec.) plan plan ST4: Stakeholder research (open space t.) ST5: Summary and framew ork Table 2: Research – Timetable / Note: ST2 – destination needs analyses until Feb. 2013 / consumer needs analyses until Sep. 2013 9 WP 4: Research | ERASMUS WelDest 2012 - 2014 ITB
  • 10. 6.1 Subtask 1: Planning the research methodology The research plan addresses WelDest objectives A and B. The plan will cover the research topic and outline research questions; decide on research strategy (sample, information gathering techniques, data analyses techniques, type of report), time frame, and actors. The research plan is a guideline through the whole project with connection to other work packages, e.g. development of the eHandbook, which is built based on the results of the research WP. All HEI-partners conduct research in their respective countries according to the research plan and instructions given by the lead and subtask leads. 6.2 Subtask 2: Destination and consumer needs analyses The overarching goal of the destination and consumer needs analyses is to identify the main elements which make an H&WB destination competitive, the current knowledge and competence needs in managing and developing health and well-being destinations and to outline the service supply, resources, staff competences and elements of H&WB destinations appreciated by tourists, locals and customers. The research WP starts with a primary research on the main needs of stakeholders in H&WB destinations. Semi structured Stakeholder interviews will be conducted face to face or via telephone (depending on the cost effectiveness) on managers and experts. FH JOANNEUM will lead the development of the interview questionnaire and instructions on the reporting of the results. The local HEI-teams will be conducting the interviews nationally. The local management team will shortlist all relevant persons from the pilot destination and nationally to be reached for research needs analyses. Interviews are conducted in each participating country by the HEI-partners. Customer needs are also investigated. Industry partner’s customers can answer the questionnaire either online or using a printed questionnaire. Hypothesis:  There is a gap in stakeholders’ knowledge and competencies for pursuing strategies for the development of H&WB destinations, which can be closed by innovative, tertiary education Aim:  To identify the current knowledge and competence needs in managing and developing health and well-being destinations. The main focus of the destination needs analysis is to identify:  Present and future strategies for the development of a H&WB destination (destination level present and future strategies)  The different destination development approaches and tools used  The future business opportunities 10 WP 4: Research | ERASMUS WelDest 2012 - 2014
  • 11.   6.2.1 The lack of knowledge and competences, which are needed for development of a H&WB destination The need for tertiary level education, educational material and continuing education. Parties responsible Investigators for destination needs analyses are:  Turku University of Applied Sciences, Finland  University College Birmingham, UK  FH JOANNEUM – University of Applied Sciences, Austria  University of Pannonia, Hungary  Institute of Hospitality Management in Prague, Czech Republic  University of sustainable development in Eberswalde, Germany 6.2.2 Stakeholder Analyses 6.2.2.1 Research Questions Research questions to be addressed are: 1. What are the main health and well-being destinations service supply, resources, staff competencies and elements at a destination appreciated? 2. Which strategies are currently being used and which future strategies are planned by stakeholders for development of H&WB destinations (e.g. DMOs, hotel manager, etc.) in the different European countries? 3. Which are the critical success factors for the development of H&WB destination? (e.g. “hard ware”, “soft skills”) 4. What are the competitive advantages of an H&WB destination? 5. Which tools / approaches/ strategies are being used for becoming a H&WB destination in the different European countries? 6. Which future business opportunities can be identified by developing H&WB destination in the different European countries? 7. Which knowledge and competencies do the stakeholders possess? o Which of these are relevant for the development of H&WB destinations? 8. What kind of educational offering (formal, non-formal, informal) must be provided by HEI in order to help closing the gap between the stakeholders’ knowledge and competencies and the ability to pursue strategies for the development of an H&WB destination? 6.2.2.2 Methods To answer the research questions the following research methods are used: 11 WP 4: Research | ERASMUS WelDest 2012 - 2014
  • 12.       6.2.2.3    6.2.2.4 Semi-structured Stakeholder interviews (10 per HEI) Part A: a questionnaire for quantitative research will be created and translated. An interview guideline will be created. The interviewees will be contacted face to face or via telephone. The questionnaire will be sent via e-Mail first – quantitative questions should be answered before the actual interview. After the questionnaire has been completed the interviewee will be called for the qualitative research interviews, which is Part B of the questionnaire. Data and Data Analysis Part A: For the data collection a standardized questionnaire will be developed. The HEI partners send out the questionnaires via email and get them back during the interview or, when possible the questionnaire can be online. Research software like Webropol will be used (TUAS has the license and spread it out to partners) for collecting and analyzing the data. Part B: The Austrian team tries to do their interviews already in April so that a cluster categorization can be made on the base of the collected information to be sent out then as a form to the partners. They hold back the analysis of their interviews to be then able to insert their results into the form provided by FH JOANNEUM. Part C: All interviews will be recorded. The interviewers are to jot down the vital parts of the interview. The interviewers have to decide if a side note is worth to be written down as well. These notes have to be translated by the partners into English, inserted into Webropol and have to be sent then via eMail to FH JOANNEUM. FH JOANNEUM will then process the research report. Automatically developed graphs and statistics of Webropol will be used for reporting. Sample A. Sources of potential participants Participants will be included if they are: a. among the core partner target groups in each country: industry partners, associated partners and HEI-partners and a. core partner target groups outside the partnership: sample of managers, developers, experts and policy makers responsible for destination development. 12 WP 4: Research | ERASMUS WelDest 2012 - 2014
  • 13. Specifically the destination needs analysis is to be conducted among: 3 regional developers (LEADER, EC-funded, regional management authorities, etc.) 3 hospitality managers (wellness-hotels, spa, fitness clubs, cure clinic private etc.) 2 health managers (health promoters, medical doctors, etc.) 1 local tourism manager (e.g.) 1 policy makers high level nationally (e.g. chamber of commerce, national / federal tourism board…) 6.2.3 Consumer needs analyses (primary research) Aim:  Aim of the consumer needs analyses is to identify the service supply, resources, staff competences and elements of H&WB appreciated by customers. The plan is to conduct a printed/ online survey in each country. The survey has to be translated in the involved languages, if needed. 6.2.3.1 Parties responsible Investigators for destination needs analyses are:  Turku University of Applied Sciences, Finland  University College Birmingham, UK  FH JOANNEUM – University of Applied Sciences, Austria  University of Pannonia, Hungary  Institute of Hospitality Management in Prague, Czech Republic  University of sustainable development in Eberswalde, Germany 6.2.3.2 Research Questions 1. Which services are crucial for consumers to recognize a destination as H&WB destination? 2. Which staff competencies are crucial for consumers to recognize a destination as H&WB destination? 3. Which resources or core elements are crucial for consumers to recognize a destination as H&WB destination? 4. Which elements limit a destination to be recognized as H&WB destination by consumers (e.g. pollution)? 13 WP 4: Research | ERASMUS WelDest 2012 - 2014
  • 14. 6.2.3.3 Method A standardized questionnaire will be developed in English. The questions will be translated by each HEI into national language. Then the questions will be put into the software Webropol. There will be two ways of spreading the questionnaires. a) The questionnaire will be printed. Then they will be put at the reception of a hotel / clinic of the industry partner. Customers will be asked to complete the questionnaire when checking out. The questionnaires should be collected by a representative of the industry partner at the hotel / clinic. After that the answers have to be put in Webropol by every partner country. Answers in national language have to be translated into English when put into the software. But there is no need to have the translated version on a paper version. b) The translated questionnaires will be spread digitally via eMail link or Newsletter. This is done by each partner country and their industry partners. Answers to open questions have to be translated back into English by every partner country. Decision if on- or offline questionnaire is used belongs to national team. Both option a) and b) or only one of them will be possible. 6.2.3.4 Sample Aim is to receive 200 respondents per country. The questionnaires should be placed at partner companies of the industry partners. If possible, depends on industry partner and destination, at least three, maximum five different companies e.g. hotel / clinic should be conducted. If it is possible for the HEI partners to use an eMail address list, given by a national or regional spa association, those addresses can be taken. 6.2.4     Focus Group A preliminary framework will be developed by UOP which is the basic for the focus groups. One focus group per country will be created in the area of the industry partners and their related companies and organizations (4-6 representative persons, incl. policy makers). Due to regional circumstances it is possible to have more than one focus group. The focus group interview will be combined with a local management meeting. 14 WP 4: Research | ERASMUS WelDest 2012 - 2014
  • 15. 6.2.5 Time scale WP 4 WP4: Research - Timetable 2012 Oct Nov 2013 Dec Jan Feb Mar Apr May Jun Jul Aug 2014 Sep Oct Nov Dec Jan Feb Mar ST1: research plan ST2: destination & consumer needs analy sis (prim.) ST3: Current status of H&WB destinations (sec.) plan plan ST4: Stakeholder research (open space t.) ITB ST5: Summary and framew ork A preliminary destination framework will be developed by UOP which is done in Oct. 2013. After that the focus groups, will be testing the preliminary destination framework, until end of November 2013. From December 2013 to February 2014 the results of the focus group and WP will be transferred into the final destination framework. 6.3 Subtask 3: Current status of health and well-being destinations Leader: University of sustainable development in Eberswalde (HNEE), Steffen Lange The aim of secondary research is to get knowledge in the existing research: health and well-being destinations service supply, resources, staff competencies and elements at a destination appreciated by locals, destination development possible best practices and development tools. Simultaneously a list on the existing health and well-being destinations and their approach to health (e.g. preventive approach, medical approach) in participating countries in compiled to consist destinations which already market/develop themselves as health and well-being tourism destinations. 6.3.1.1 Parties responsible Secondary research is conducted in all partner countries by all HEI partners. HNEE takes care of German and English speaking research and the rest of the teams will look into their native languages. 6.3.1.2 Research Questions a. How are terms defined such as: well-being destination, health destination, region, destination etc.? b. What kind of systematization does exist to differentiate between different types of health destinations? c. Which are the trend-setting and leading institutions/associations nationally in health and wellbeing tourism?  What are their aims? 15 WP 4: Research | ERASMUS WelDest 2012 - 2014
  • 16.  What are their projects to realize their aims? d. What tools are applied to realize a health and well-being destination (endogenous or exogenous (Porter) tools? e. Which indications can be found according to health and well-being destinations service supply, resources, staff competencies and elements at a destination appreciated by locals and tourists f. Which destinations (European wide) market themselves as health and well-being destinations? 6.3.1.3 Methods A literature review is conducted through relevant databases, books, journals and the internet. 1. A literature search is conducted for relevant publications regarding "Health and well-being destination" in library catalogues. Books should be selected, which explicitly answer the research questions. 2. A systematic literature review is conducted by HNEE in relevant databases. 3. An internet search is done with meta-search-engines, like “Metacrawler” to find relevant books, journals, projects, associations or cooperation. There also should be a search in electronic counterpart books. Literature Review 6.4 1. Research in library catalogs for books/articles 2. Research in relevant databases for articles/projects 3.Research in Internet for projects/associations/websites Subtask 4: Stakeholder research via Open Space Technology Leader: CHC - Christian Husak Consulting, Christian Husak Aim of this subtask is to build an understanding of the key factors in health and well-being destination development (service supply, resources, staff competencies) and in education supporting this development. We will also assess the elements (e.g. nature based resources), strategies and development tools for the management of a health and well-being destination. Business opportunities will be identified. The results of the first phase of the primary (ST 2) and secondary research are the basic input of this subtask. In March 2014 we will organize a sessions utilizing open space technology during a project meeting in parallel with the ITB Berlin to which all industry partners will be invited. 16 WP 4: Research | ERASMUS WelDest 2012 - 2014
  • 17. This method is part of our primary research to encompass a large pool of point of views, which will be later analyzed and filtered for the creation of the eHandbook & Self-assessment tool content.  Open-Space Technology  In March 2014 all results will be discussed during a project meeting during the ITB Berlin to which all industry partners will be invited (attendance is budgeted for them).  Open-Space Technology, as the method of focusing on a specific and important purpose or task, is used.  Detailed description of Open-Space technology is given under subtask 4 6.4.1 Participants of the session Participants for open space technology at Berlin 2014 are:  Turku University of Applied Sciences, Finland  University College Birmingham, UK  FH JOANNEUM – University of Applied Sciences, Austria  University of Pannonia, Hungary  Institute of Hospitality Management in Prague, Czech Republic  University of sustainable development in Eberswalde, Germany  Naantali Tourist Information  Kultaranta Resort  Malvern Hills District Councill  Thermae Bath Spa  Tourismusverband Ferienregion Attergau  Veszprémi Turisztkai Nonprofit Kft  Spa and Wellness Center Sárvár  Orea Vital Hotel Sklár  The Eastern Moravia Tourism Organization  European Institute for business and environment All associated partners will be invited at their own cost. 6.4.2 Methods Open space method supports the aim of getting productive and innovative idea generation & cooperation within. Open-space technology (OST) is an approach for hosting meetings and conferences focused on a specific and important purpose or task - but beginning without any formal agenda, beyond the overall purpose or theme. 17 WP 4: Research | ERASMUS WelDest 2012 - 2014
  • 18. The results of ST 2 and ST3 are “tested” and refined during OST. Those results lead to Subtask 5: summary and framework. Basics     Relevant participants OST is based on five principles (and one „law“) OST settings are „unstructured“ (in the sense that there is not a tough „management“) OST is a technology, where creativity from participants is recommended The 5 principles • Whoever comes, she/he is the „accurate“ person • Whatever happens, it is okay • Whenever it starts, it is the right time • Whenever it finishes, it´s finished • Whatever happens, exactly that should be The law of 2 feet If someone is unable to contribute to or learn from a group-discussion, you leave and go to the next one … Keys to success  participants must feel the „need for action“ concerning the conference-theme  heterogeneous group of participants  willingness to cooperate with others (to listen to their arguments, to have a dialogue and not a discussion … )  experienced moderator 6.4.3 Sample A. Sources of Potential Participants All HEI members of WelDest project plus one representative of each industry partner will join this open space session. B. Procedure for collecting data Moderation, collection of data and summarizing by Christian Husak 18 WP 4: Research | ERASMUS WelDest 2012 - 2014
  • 19. 6.4.4 Time scale Open Space Meeting takes place during ITB Berlin 2014 at the University of Applied Sciences in Eberswalde (HNEE). 6.5 Subtask 5: summary and framework Leader TUAS 6.5.1 Summary of Work Package 4 This document summarizes the results from primary and secondary research phase and based on them creates the development framework for health and well-being destination, its key service supply, resources, staff competences and elements (WelDest objective 1), and identifies the potential for business opportunities and innovation needs around health and well-being destinations and their management 6.5.2 Framework for health and wellbeing elements This is the key outcome of the research WP and reveals also the educational & training needs which will be addressed by the content of the eHandbook (“Keys to developing a holistic health and well-being destination”) with course design and the Self-Assessment & development tool for health and well-being destination (for HEI education & continuing education) (WP 5). To maximize valorization, executive summaries are written in all consortium languages. This document will be freely available at WelDest blog. 19 WP 4: Research | ERASMUS WelDest 2012 - 2014