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The purpose of this paper is to introduce the papers selected for the present special issue on planning and heritage. This paper aims at advancing knowledge about the variety of uses and meanings of planning tools and practices in the cultural heritage field, by bridging disciplines and by building on evidence from the studies composing the special issue.

After a review of the debate on planning in management studies, the paper briefly outlines the features of the five selected papers and it reconstructs a composite narrative on planning in cultural heritage, as it emerges from the collected papers taken together.

In the fields of both management and urban studies a similar trajectory of “rise and fall” of rationalistic views of planning has taken place. Today's discourse of planning in urban studies is strongly dominated by the issue of inclusiveness and participation. When looking at “who” really participates in these processes, it is clear that a vast array of public and private actors is involved, at least formally. When looking at “how” they are involved, a variety of possible approaches to participative planning are in use, from more formal, to more informal and emergent ones. Whether these participative forms of planning in cultural heritage actually “work” remains in part an open question.

Despite the increasing centrality of plans and planning in cultural heritage management, an investigation about the state-of-the-art of the debate on planning in this field and an exploration of how planning is done in practice are missing.

The purpose of this paper is to analyze elements of continuity and change in the administrative history of the Historical Sanctuary of Machu Picchu (HSM) over the last decade.

Based on a field study and of both qualitative and quantitative data, the paper reconstructs changes in accounting and planning processes and discourses.

At the macro level, in the recent past Peru has gone through a process of modernization of the State, moving to more transparent and accountable forms of public management that deeply restructured the public sector. In parallel, the international community (particularly, UNESCO) has urged the adoption of a comprehensive strategic management plan for the HSM. Common to these pressures for change is a logic of efficiency, of rationalization and control of public expenditures and of more effective public services. At the micro level, these two pressures for change are shaping both the transformation of the accounting representation system and the managerial and planning practices in Machu Picchu.

The paper focuses on a description of the institutional settings in order to make sense of the multiple rationalities involved; second, a reconstruction of the underlying “business model” of the main entity involved in the administration of Machu Picchu (in terms of internal structure and scope, visitor performance, financial performances, human resources); and third, a focus on the progressive introduction of master planning as a practice.

The purpose of this paper is to presents a conceptual framework for a value-based monitoring system that serves as the core element for heritage conservation planning of World Heritage Sites. It reports on the early stage of heritage management research within the PRECOM3OS framework, in collaboration with the University of Leuven in Belgium and the Universidad de Cuenca in Ecuador. A new management concept was developed throughout a five-year interdisciplinary and multi-actor growth process within an international setting.

The application of the preventive conservation approach to world heritage management places the concepts of authenticity and integrity at the core of the heritage monitoring system. Moreover, the monitoring system is converted into a decision support tool for intervention and maintenance planning, beyond the mere purpose of inventorying or generating alerts.

The regular update of information for condition, risks and value assessment strengths and support strategic heritage planning. The conceptual information system developed is based on an inventory system and updated through monitoring. Therefore, planners are supplied with a tool for alternative scenarios, potential prioritization of intervention, options for preventive conservation and multi-criteria support for strategic planning over time.

The monitoring system is not fully implemented in the World Heritage Site of Cuenca; however, a generic model is put forward, developed to generate a planning tool that can be applied for different heritage sites.

More specific, the integration of two concepts: the value assessment and monitoring from a preventive conservation perspective is considered an innovative contribution to the development of decision-making systems in the broader urban planning context of historic cities.

The purpose of this paper is to examine a pilot in a national R&D programme in Norway (2007-2010) to join the ongoing discussion on the different meanings and uses of planning tools and approaches in cultural heritage across various disciplines. The study aimed to reveal how patterns of collaborative planning processes unfold in a complex cultural heritage setting, the key challenges, dilemmas and tensions in the different phases of the process and implications for future research and policy.

Longitudinal explorative dialogic action research was undertaken to investigate and capture the evolution of knowledge-creating processes. The qualitative data collection methods included 25 semi-structured interviews, focus group interviews, participatory observation and text and document analysis.

Experiential R&D activities can bridge and transcend the context-specific tensions that separate the involved actors and their activities. Furthermore, a pro-active cultural heritage authority is required at the national level to maintain supportive links to the local level, and it is necessary to manage and prevent potential opportunistic action from negatively affecting cultural heritage sites and processes.

The single case study approach makes generalising beyond the current study difficult. However, the findings raise relevant issues for further research on the management of cultural heritage policy from a sustainable development perspective.

This paper identifies the need to study the evolving processes of linking cultural heritage, sustainable development and collaborative planning, as well as the dynamic relationship between the national, regional and local levels of heritage management.

This chapter examines existing approaches to conducting qualitative process research (i.e., studies that view phenomena as becoming or evolving over time) by analyzing published process research in six premier organizational journals from 2010 to 2017. We identify four modes of performing process research that we label evolutionary process stories, performative process stories, narrative process stories and toolkit-driven process stories, and explore the particular ways in which they formulate and link empirical and theoretical elements. We also identify some of their specific challenges and suggest directions for the future.

The main objective of this paper is to analyse the roles of the artists’ collective in the creation of socially shared knowledge, concerning Gdansk Shipyard's heritage protection during the urban regeneration process over last ten years, since 2002.

The empirical section of the paper is based on a single case study concerning the artists collective’ ability to build a complex network of social relations, to research cultural heritage of the Gdansk Shipyard, to translate this knowledge into symbolic languages through art-based work and to transmit knowledge to the wider public with an aim to engage in an open dialogic public communication.

The case study draws on insights from participant observation carried out on the premises of the Gdansk Shipyard between years 2000 and 2008 and interviews with individual artists from the collective, conducted between years 2004 and 2006. Data was also drawn from archival research. The exposure in public media was also examined over last ten years, including Internet websites as well as newspapers and magazines’ content.

The case study research indicates that methods and techniques applied by the artists’ collective in researching the shipyard's historical heritage and communicating their findings to the wider public have been more effective than the official planning methods of expert-led post-industrial urban regeneration. Over the last ten years, the artists have succeeded to transform the negative perceptions about the values of the shipyard's cultural heritage and engaged local citizens in the preservation of the historical identities of the place. In 2012, the Mayor of Gdansk has invited representatives of the artists’ collective to the newly established Young City Stakeholders’ Board in order to utilize their knowledge of the shipyard's cultural heritage and their capacity to mediate between various groups involved in urban regeneration planning process as well as to communicate with the wider public.

Despite persistent views in literature that equate public engagement in the planning process of urban regeneration with a kind of “modern utopia”, we argue that participatory process is not only possible in practice but also can be highly effective and democratically ethical.

The purpose of the study is to generate insights into the planning process for reusing cultural heritage within urban redevelopment projects and identifies barriers to and drivers for stakeholder commitment.

Characteristics of five Dutch urban redevelopment projects with built cultural heritage are studied in terms of the context, interaction and commitment. The findings are confronted with insights from urban planning literature.

The study shows that although there is a strong belief in the added value of reusing cultural heritage, dealing with uncertainty over costs and benefits associated with heritage transformation is a major barrier. There is no standard planning strategy to deal with these issues. Further, we could not identify a direct link between the planning strategy used and the commitment of key stakeholders. Nevertheless, it seems that a shared framework and a shared belief in the heritage's added value are vital.

The study has an explorative character meaning that further analysis is needed to gain a greater understanding on how planning strategies affect stakeholder commitment in cultural heritage projects. As only cases in the Netherlands are studied, institutional differences are not considered.

This study can help practitioners to develop planning strategies by offering insight into a number of barriers and dilemmas that need to be overcome in the planning process.

This study explains why the presence of cultural heritage creates difficulties in adapting available planning tools and in developing new sustainable strategic planning approaches.

The purpose of this papter is to examine the role heritage considerations have played in the transformation of industrial areas in three Norwegian cities, Oslo, Drammen and Larvik. The location, scale and rough appearance of industrial sites stemming from the industrial era makes these places locations for new cultural and other recreational activities made possible through architectonic interventions.

A comparative case study based on examinations of a series of plans, site investigations and interviews with planners, developers, architects and heritage managers.

The study has revealed that private-public partnerships today prevail parts of Norwegian planning. The role and strength of the state, the municipality, the private developers and the heritage management as partners varies, however. While the state as well as the heritage management played an essential role in all stages in the development process in Oslo, the private developers and the public planners were the main instigators both in Drammen and Larvik, where the heritage managers played a subsidiary role. Although largely transformed, selected parts of the old industrial heritage sites have been taken care of as a result, and new architectural contexts have arisen.

While actual planning processes have been led by private investors and real estate developers, the case study has shown that participation from the public sector via funding is vital to ensure long-term solutions. The results can be of service in similar cases where large industrial plants are left empty while slowly disintegrating.

In this volume, we take the baton from previous editors Dave Ketchen and Don Bergh in the Research Methodology in Strategy and Management series. Our approach is to stand on the shoulders of these editors and authors who have published in the series. So, we begin, in this chapter, by highlighting innovative work published in this volume that has provided actionable and practical suggestions for problems researchers face in their work. We briefly describe the chapters, including the first two chapters in this volume from Kathleen M. Eisenhardt and Dennis Gioia, and introduce new methodologies and tools to guide researchers in their efforts to build high quality, publishable work. We also describe future work that, in our view, needs to be addressed for the fields of strategic management in particular and management more generally to continue to evolve.