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There are many threats to cultural heritage including armed conflict and natural disasters such as earthquakes, fire and flooding. It is understandable that these dramatic events frequently capture the world’s attention. However, a far more considerable danger is inadequate management a lack of financial resources to conduct continuous conservation and maintenance. The purpose of this paper is to gain an understanding of the current state of financial sustainability at a limited selection set of tangible immovable cultural heritage sites and investigate why this critical aspect is deficient. Case studies have been identified where management improved, and a level of financial sustainability is achieved.

To improve the conservation of tangible immovable cultural heritage sites, a specific definition of financial sustainability is required, which significantly differs from the management of for-profit activities and even other non-profit cultural institutions such as museums, and takes into account the special requirements for conservation and education, additional values, site access and the wide variety of places that range from archaeological sites to single structures. The methodology began with researching the definition of financial sustainability from non-profit institutions then refining through the application it to a defined and limited selection set of World Heritage properties. World Heritage properties were selected, given the wealth of data readily available. Following this larger selection, several evaluation case studies were selected for further investigation including an analysis of the management circumstances and how greater financial sustainability was achieved. The investigation initially relied on secondary sources including academic articles, thesis, management plans, nomination dossiers, reactive monitoring mission reports, newspaper articles, periodic reporting and required State of Conservation Reports. The case study investigation relied on primary sources including observational site visits and interviews using an informal questionnaire. Findings were later verified by follow up interviews.

The research led to a definition of financial sustainability specifically for tangible cultural heritage sites that included five components, namely, management planning, revenue identification, expenditure analysis, administration and strategic planning, and, most importantly, alignment and support of cultural, educational and conservation mission. A majority of World Heritage properties in this study fall short of this definition of financial sustainability and do not sufficiently address this issue. Research revealed that there is a need for more dialogue with informed data on the financial aspects of managing tangible cultural heritage sites as most locations studied are not able to efficiently manage funds or take full advantage of possible opportunities. However, a few sites have achieved greater financial sustainability. The research describes the identified five critical circumstances in further defining financial sustainability: a conducive and open planning environment, knowledge and education, positive perceptions concerning the importance of finance, managerial autonomy and public interest. These circumstances permitted better management of existing funding and an environment for innovation.

Research limitations during the initial study included a hesitation or unwillingness to discuss financial details, a general lack of statistics, a lack of knowledge related to finance, a prejudice against the topic and a concern over the commodification of cultural heritage. However, as the case studies identified achieved greater financial sustainability, this was less of a limitation. Additional limitations included the necessity to conduct interviews via telephone and in European languages, English, Spanish and Italian. The final limitation was that this study only focused on single tangible cultural heritage sites and excluded larger sites such as entire cities and intangible or movable cultural heritage.

The circumstances, which comprise the definition, identified during the research lead to a number of possibilities for improving the financial sustainability. The first is not to place emphasis on a management plan but in fostering an environment that encourages financial planning. The second circumstance is to improve the knowledge and education of finance for site managers. Third, a positive perception of finance, standard business practice and surplus generating activities must occur. Fourth, financial management must be devolved to individual sites. Finally, the public must be involved to ensure financial sustainability. There must be initiatives to frequently include the local community and encourage participation.

Most cultural heritage sites are financially dependent upon the state, and this will likely continue, but it is improbable to expect full financial support ad infinitum. Overdependence on highly variable top-down funding leaves cultural heritage vulnerable and open to uncertainty. While it is unrealistic to expect most sites to become financially self-sufficient or that managers will suddenly become entrepreneurs, it is reasonable to expect some improvement. The goal should not be to create a business from cultural heritage but to improve financial management for greater sustainability. Financially sustainability ensures that sites are conserved and maintained for future generations.

The need to preserve cultural heritage is widely recognized by many different segments of society. However, the availability of financial resources to sustain conservation is often deficient or overlooked. Without taking measures for continued financial support, tangible cultural heritage is at risk as preventive maintenance is ignored and essential personnel and their skills are lost. Commodification of cultural heritage is of great concern and, when used as a means of generating income, it can compromise other values. Thus, a critical balancing act must be achieved by those who care about the historic, aesthetic and scientific values.

This study applied the Heritage Place Lab (HPL) research-practice teams methodology to identify missing cultural values and/or oversubscribed natural values and assess impacts on sustainable conservation of the Okavango Delta World Heritage Site. The authors found that cultural elements are often overlooked owing to limited inputs from trans-disciplinary and cross-stakeholder perspectives to conservation. This may explain why the majority of African sites on the List of World Heritage in Danger are of “natural” designations, as an absence of cultural values is linked to the exclusion of people and, therefore, gives rise to conflicts of access and use.

World Heritage Site statistics, published and non-published documents/literature, site maps, site registers, consultancy reports and archival materials were used to assess whether existing as well as potential natural and cultural site values were considered for the contemporary management of the Okavango Delta site in a way that leads to a sustainable conservation approach. The composition of the research-practice team as suggested by the HPL methodology constituted a ready-made diverse team of academics, policy makers and community members that could apply its diverse expertise to fully assess whether all values necessary for a sustainable conservation approach are accounted for.

Using expertise of trans-disciplinary team populated during the HPL, the authors found that cultural values of the OD-WHS are not highlighted in the OUVs dossier but are significantly expressed on site by locals, leading to potential conflicts of conservation. The research alerts conservationists to embrace an approach that includes all values on the site in order move towards sustainable conservation.

More research that require funding is needed to cover a wider area of the site, as well as enable work in adjoining countries to compare experiences per country - The Okavango waterbody starts in Angola and go through Namibia, and finally to Botswana.

Conservation indicators of African nature world heritage sites constitute of, and border on, diverse stakeholders. An all-encompassing approach such as the Heritage Place Lab (HPL) methodology approach always needs to be factored in.

Including cultural aspects of world heritage sites designated as ‘natural' is important to allow for socio-cultural inclusion in conservation management. This allows for local communities to become visible and active participants in the management of the site as they contribute their socio-cultural qualities to landscape conservation and management, a process that has potential to enhance sustainable conservation of the Okavango Delta site landscape, as well as other wetlands across the world.

The adopted approach to values assessment has somehow not conformed to the OUVs emphasis or other dichotomies of the World Heritage criteria but instead assessed on-the-ground management practice against key sustainable conservation indicators. Using the ICCROM HPL trans-disciplinary research-practice team approach, the focus was on a holistic values assessment of the site. The authors found that cultural values are currently under recognised, under-acknowledged and less expressed; creating potential conflicts that may hinder achievement of sustainable conservation and management of the site towards 2030 SDG agenda.

The purpose of this paper is to analyze and discuss the application of buffer zones as an urban landscape heritage management tool, using Rio de Janeiro as the main case study, in order to inform urban regulation around the sites inscribed as World Heritage Cultural Landscape and disclose its relevance to link urban planning, cultural heritage management and sustainable development.

The methodological approach encompasses: conceptual framework – contextualization of heritage protection theory, focusing on landscape protection and buffer zones; discussion: cross-national comparative overview of buffer zones conceptual framework on the international heritage protection policy; historical background and spatial analysis, through GIS mapping, of local heritage protection policy, tracing its evolution through time; examination of prospects and challenges of this management tool, including strengths, weaknesses, opportunities and threats, based on previous international, local experiences on natural and cultural heritage protection; and gathering of strategies for the implementation of buffer zones in local landscape management.

Core heritage sites and their buffer zones are integrated elements and act together to protect landscape significance and dynamic integrity (DI). In Rio de Janeiro, beyond the function of a caution zone, other important functions of landscape heritage buffer zones are to guarantee spatial and social connections of the protected sites, as well as the visual relationship between them and other significant urban landscape features. Strategies for the implementation of buffer zones in local landscape management should address the articulation of landscape protection governance; the conservation of visual, functional and structural identity quality and legibility and the monitoring of DI.

The methodology approach adopted in this study may also benefit from and foster further investigations, which could include the elaboration of a landscape management plan and an impact assessment inventory, refining the scale of study to the level of local watersheds, and a deeper examination of the popular cultural imprints within the World Heritage property buffer zone.

Strategies to the implementation of the Carioca Landscapes buffer zone include a gradation of protection and control of impacts according to the distance of the core sites (in the form of rings or layers). The buffer zone should help to preserve the character, significance, and DI of the protected sites and guarantee their spatial and social connections, as well as the visual and functional relationship between them and between other significant landscape features of the city. All those management strategies should be founded on the elaboration of a broad urban landscape management plan with the local society involvement.

In Rio de Janeiro’s specific case, bridging the vision of culture and nature as opposite poles and, transcending the social segregation through community involvement should certainly be among the main guiding principles to the application of buffer zones for supporting landscape sustainability. Therefore, the establishment of regulation criteria and parameters within the limits of the buffer zone must acknowledge that the (urban) landscape should carefully articulate the different social agent visions and local urban contexts.

The main contribution of this paper is to gather different visions of the role of buffer zones and disclose possibilities of conciliation between theory and practice concerning landscape protection, arguing for gathering natural and cultural heritage policies into the urban planning processes. Harnessed together, the suggested buffer zone implementation strategies may provide a proactive approach to Rio’s urban landscape protection and contribute to foster landscape sustainability and resilience. Although based on a specific case study, the adopted methodological approach may be transferable, with some adjustments, to other World Heritage properties, especially those located in urban areas under development pressures.

The purpose of this paper is to examine the challenges to urban cultural heritage management conservation in the historical city of Sulaimaniyah, Kurdistan-Iraq. The paper focusses on the roles and interactions of stakeholders and the issues that confront the decision-making processes that underpin the management of historic city towns.

A case study methodology is utilised for this research. It involves documentary analysis and interviews with stakeholders who are part of the management of the historic city centre of Sulaimaniyah, Kurdistan-Iraq. The findings from this case study are analysed in a systematic way before being discussed in the context of the literature on urban cultural heritage management.

The research shows that although there is a shared vision of the need to preserve and conserve urban cultural heritage, the management process is a contentious one. Stakeholders have different ideas as to how to achieve conservation goals which leads to increasing conflicts among stakeholders. This situation is compounded by the limited financial resources available to local government agencies, political interference in the work of implementation agencies and the lack of capacity in local government to enforce rules and carry out conservation projects. There are also significant power differentials among stakeholders in the decision-making process which often means that local residents are excluded from the process of conserving their built urban heritage.

This research can help practitioners who are in charge of urban cultural heritage management in dealing with stakeholder conflicts. The paper offers insight into a number of sources of stakeholder conflicts and on ways to overcome these in the planning process.

The originality of research lies in the novelty of the case study area. This research highlights the issues of built heritage conservation management and planning practices in an area – Sulaimaniyah, Kurdistan-Iraq – that is geographically less represented in the extant literature. The research also identifies some of the key sources of conflict in urban heritage conservation projects and provides an insight into the roles of stakeholders in the management of smaller locally-dependent historic city centres.

This article aims to introduce the special issue of the journal Facilities on “World Heritage cities management”, together with the respective articles.

This introduction addresses the topic of world Heritage cities management and its relevance to science and society. In so doing, it indirectly points to the emerging field of cultural heritage management within facilities management.

Even though the management of cultural heritage assets is nothing new for facilities managers, cultural heritage management as a field of research can be considered at a younger stage of development than other related studies, such as the discipline of architectural conservation, which originated in the nineteenth century with the advent of modernity. The application of management practices to immovable cultural heritage assets emerged as recently as the 1990s. At a time in which the role of culture and heritage in processes of sustainable development is gaining more ground, this special issue can be seen as the first of more contributions to come, which aim to enhance the conservation and management of cultural heritage assets for the benefit of present and future generations.

This paper aims to make a contribution to the growing field of cultural heritage management and is of use to facilities managers, scholars and consultants who have responsibilities but limited knowledge in this field.

The study aims to analyze the development of Omani heritage legislation against the UNESCO World Heritage Convention (WHC), 1972 and WHC Operational Guidelines (WHC-OGs) to predict the possible effects of the recent developments on the management of the World Heritage Site in Oman.

This study discusses the development of the heritage protection legislation in Sultanate of Oman since 1970; it analyses the Omani Cultural Heritage Law 35/2019 against the recommendations of the UNESCO WHC as well as the requirements of the World Heritage Operational Guidelines. Moreover, the research investigates the possible effects of the recent heritage legislation developments on the management of Bahla Fort and Oasis in Oman, which is the first Omani World Heritage Site and the only site with special management regulations.

The paper outlines the effects of both the Omani Cultural Heritage Law 35/2019 and the Special Management Regulations 81/2019 on the implementation of the Bahla Management Plan. Additionally, the research establishes how the customization of heritage legislation as a special heritage management regulation facilitates the implementation of national legislation to solve specific local problems.

The study establishes the significance of developing comprehensive legislation to protect and manage the rich Omani cultural heritage and World Heritage Sites in alignment with the WHC and the WHC-OGs.

This study presents an example of sustainable cultural heritage tourism. The heritage tourism at the site of the ship USAT Liberty in the small fishing village of Tulamben on the northeast coast of Bali Island plays a significant role in the lives of the local people who live nearby, who actively participate in the site's management.

This study assessed the management of the site by the local community by means of formal interviews with major stakeholders, informal conversations, and observations in the field.

Although it lacks any direct historical connection with the local community, the reuse of the shipwreck as a tourist asset has motivated the community to participate in the conservation of the site and sustain its values. This article argues that the case of the USAT Liberty demonstrates that the management of heritage sites can be effectively sustained using bottom-up approaches.

The USAT Liberty case study provides insights and practical recommendations that could be valuable for other cultural heritage sites in implementing management with a bottom-up approach. This paper enriches the knowledge of community-based management and promotes it as a pathway to sustainable cultural heritage tourism.

Cultural landscapes are no more considered only as territories of cultural interest but also as integrated systems of cultural, social, and economic values. The adjustment of this consideration with the modern paradigms of collective governance and management necessitates investigations on challenges of management of cultural landscapes for valorizing their resources toward sustainable development. In this framework, the purpose of this paper is to analyze the state of participatory governance and management in cultural landscapes, focusing on the case of Takht-e Soleyman World Heritage Site (WHS) in Iran.

The paper presents the results of a study based on a theoretical analysis, accompanied by in-depth interviews with the key actors in the cultural heritage governance and management sectors, and large-scale surveys of the local population through the circulation of questionnaires.

This paper debates the reasons behind and the way forward to make governance and management approaches consistent with international theories and national policies. The analysis focuses on rural cultural landscapes and accordingly the Takht-e Soleyman WHS is deeply investigated.

The policies for participatory governance and management of rural cultural landscapes have been raised in the literature. However, more attention has to be paid to the strategies and mechanisms based on local features for their implementation. The study detailed in this paper makes a contribution to the debate on the design and implementation of participatory governance and management systems in this field by examining the actual extent of successful implementation of theoretical values and national policies in the case of Takht-e Soleyman WHS.

This study aims to examine community participation in cultural heritage management with regard to sustainable heritage tourism management in Sukhothai Historical Park (SHP) in Sukhothai Province.

The qualitative and quantitative research approaches were applied; in-depth interviews were conducted with 27 key informants, and 104 questionnaires were distributed among stakeholders and local communities.

The results revealed that sustainable park management has made a positive impact upon local economy, social and cultural conservation of the world heritage site. The Park Authority has developed and conserved archaeological sites with local community assistance, particularly for physical management, but it has not yet used archaeological heritage in the park for more benefits of tourism development.

The results reveal that sustainable park management has made a positive impact on the local economy and social and cultural conservation of the World Heritage city. The Park Authority has developed and conserved archaeological sites with local community assistance, particularly for physical management, but it has not yet used archaeological heritage in the park for greater urban tourism development. Sustainable cultural heritage management in SHP is government-led, so community participation is based upon two-way communication in the form of “tokenism.”

Sukhothai is encouraged to find suitable mechanisms to facilitate multisectoral communication and development to jointly face the challenge of more visitors and urbanization.

Guidelines for enhancing community involvement in cultural heritage management of the park were proposed.

Aboriginal communities in Australia must have mapping information and technology to effectively and independently administer their land holdings and to define, evidence and thus protect their community and cultural identity. The purpose of this paper is to report on a pilot project that developed a customisable education programme to support Indigenous communities in the uptake of spatial mapping technologies to protect and manage cultural heritage in Victoria, Australia.

A training programme to support Wadawurrung capabilities in spatial mapping technologies was developed, delivered and evaluated. Concurrently, the system's database was indigenised by Wadawurrung cultural heritage workers. Types and numbers of culturally significant sites mapped using the technologies were collated. The impact of the training and technologies for students and the Wadawurrung community was gauged through participation levels and evaluations. The approach to indigenous spatial mapping projects is informed by postcolonial theories interrogating neo-colonialist cartographic practices.

Indigenous communities need to be resourced in the uptake of spatial mapping technologies and if universities are going to be involved in co-developing positive learning experiences that encourage the uptake of the technologies, they must have appropriate and respectful relationships with Aboriginal communities. Training programmes need to accommodate learners with diverse educational experiences and technological wherewithal.

Findings from the training evaluations are based on a small number of participants; however, they seem to be supported by literature.

The education model developed is customisable for any Indigenous community in Australia.

The social and political importance of spatial mapping technologies for Indigenous Australians is evident as is the need for educational providers to have appropriate and respectful relationships with Aboriginal communities to co-develop positive learning experiences that encourage the uptake of the technologies.

The Wadawurrung Dya Baap Ngobeeyt Cultural Heritage Mapping and Management Project developed practical strategies to build community capacity in Aboriginal Cultural Heritage Management and Protection. The educational programme developed supported learners to use technologies in cultural heritage management. Data were collected using community-developed fields for inclusion and culturally appropriate encryption of data.