STUDENT WORK SHEET — SUGGESTED QUESTIONS FOR ANALYSIS
Question 1) How does community-based tourism (CBT) help JUDES meet it mission?
Question 2) Prepare an analysis of the CBT trip using a triple bottom line (TBL) analysis.
Step 1: Divide the JUDES eight ethical consumer principles into a TBL format. Select all that apply and develop an order of relevance (1 = Most Important).
JUDES Ethical Consumer Principles Social Environment Economic
Social
Environmental
Economic
Transparency
Commitment to Human Rights and Non-
Violence
Fair Payment
Empowerment
Community Enhancement
Direct Trade
Environmental Responsibility
Quality
Step 2: Divide the JUDES CBT guidelines5 into a TBL format. Select all that apply and develop an order of relevance
(1 = Most Important)
JUDES CBT Guidelines Social Environment Economic
Social
Environmental
Economic
Be run with the involvement and consent of local communities.
Give a fair share of profits back to the local
communities.
Involve communities, rather than individuals.
Be environmentally sustainable.
Respect traditional culture and social structures.
Have mechanisms to help communities cope
with the impact of Western tourists.
Keep groups small to minimize the cultural and
environmental impacts.
Brief tourists on appropriate behavior, prior to
the trip.
Do not force locals to perform inappropriate
ceremonies or other cultural performances.
Leave communities alone if they do not wish to
participate in tourism.
.
Step 3: Financial Planning – Divide Chayotecpec budget trip 2009 into 4 categories: Economic, Social, Environmental
and Necessary Expenses (Necessary Expenses: Expenses that must be incurred, regardless of TBL objectives). This is mostly a qualitative analysis, but you can also give numerical value to the specific costs involve
CHAYOTEPEC TRIP 2009 BUDGET BROKEN DOWN INTO TBL CATEGORIES
(Place an X in the appropriate TBL Category)
Chayotepec Budget Trip 2009
Necessary Expenses
Social
Environmental
Economic
Ground Transportation & Guiding
Driver (including tip)
Van gas
Road Tolls
Local guide
Total Ground Transportation & Guiding
JUDES Costs (Promotion and Administrative)
Canadian trip leader flight costs
Canadian trip leader travel insurance for 3 weeks
Internet access in Mexico
Trip promotion
Long-distance telephone costs & Mexican cell phone
Misc. medical supplies & liability insurance
Bank account & bank charges
Total JUDES’s Costs
Food & Accommodation Costs & Activity Costs
Saturday / Oaxaca
Hotel Azucenas
Dinner in Oaxaca
Sunday / Oaxaca
Breakfast – Hotel Azucenas
Museo de las Culturas
Lunch — Oaxaca
Monte Albán
Dinner in Oaxaca
Hotel Azucenas
Monday / Cooperativa
Hotel Azucenas (1 breakfast)
Hierve El Agua
El Tule
Lunch at Alice’s
Cooperativa (1 night) + dinner
Tuesday / Travel to Chayotepec
Cooperativa breakfast
Lunch on the way
Interpretation trail access fee
Dinner in Chayotepec
Chayotepec – night 1
Honorarium for families
Wednesday / Coffee Harvesting
Chayotepec — breakfast
Chayotepec — lunch
Chayotepec — dinner
Chayotepec – night 2
Honorarium for families
Thursday / Tortilla Making & Walks
Chayotepec — breakfast
Interpretation trail access fee
Chayotepec — lunch
Chayotepec — dinner
Chayotepec – night 3
Honorarium for families
Friday / Porvenir
Chayotepec — breakfast
Lunch in Porvenir
Dinner in Juchitán
Juchitán – 1 night (3 ppl. / 1 room)
Saturday / Juchitán
Breakfast — Juchitán
Lunch — Juchitán
Dinner at Playa Azul
Playa Azul – 1 night
Sunday / Travel to Oaxaca
Breakfast – Playa Azul
Lunch on the way
Honoraria for Chayotepec Families
Musician
Mid-wife / healer
Medicinal
Walk at Porvenir
Storytelling
Chayotepec 4-hour guided walk (Wed. & Thurs.) (2
guides)
Total Food & Accommodation Costs & Activity Costs
Sustainability Fee
Reciprocity Fund
JUDES Fund
CHAYOTEPEC TRIP 2009 BUDGET BROKEN DOWN INTO DOLLARS!
Chayotepec Budget Trip 2009
Necessary Expenses
Social
Environmental
Economic
Ground Transportation & Guiding
Driver (including tip)
Van gas
Road Tolls
Local guide
Total Ground Transportation & Guiding
JUDES Costs (Promotion and Administrative)
Canadian trip leader flight costs
Canadian trip leader travel insurance for 3 weeks
Internet access in Mexico
Trip promotion
Long-distance telephone costs & Mexican cell phone
Misc. medical supplies & liability insurance
Bank account & bank charges
Total JUDES’s Costs
Food & Accommodation Costs & Activity Costs
Saturday / Oaxaca
Hotel Azucenas
Dinner in Oaxaca
Sunday / Oaxaca
Breakfast – Hotel Azucenas
Museo de las Culturas
Lunch — Oaxaca
Monte Albán
Dinner in Oaxaca
Hotel Azucenas
Monday / Cooperativa
Hotel Azucenas (1 breakfast)
Hierve El Agua
El Tule
Lunch at Alice’s
Cooperativa (1 night) + dinner
Tuesday / Travel to Chayotepec
Cooperativa breakfast
Lunch on the way
Interpretation trail access fee
Dinner in Chayotepec
Chayotepec – night 1
Honorarium for families
Wednesday / Coffee Harvesting
Chayotepec — breakfast
Chayotepec — lunch
Chayotepec — dinner
Chayotepec – night 2
Honorarium for families
Thursday / Tortilla Making & Walks
Chayotepec — breakfast
Interpretation trail access fee
Chayotepec — lunch
Chayotepec — dinner
Chayotepec – night 3
Honorarium for families
Friday / Porvenir
Chayotepec — breakfast
Lunch in Porvenir
Dinner in Juchitán
Juchitán – 1 night (3 ppl. / 1 room)
Saturday / Juchitán
Breakfast — Juchitán
Lunch — Juchitán
Dinner at Playa Azul
Playa Azul – 1 night
Sunday / Travel to Oaxaca
Breakfast – Playa Azul
Lunch on the way
Honoraria for Chayotepec Families
Musician
Mid-wife / healer
Medicinal
Walk at Porvenir
Storytelling
Chayotepec 4-hour guided walk (Wed. & Thurs.) (2
guides)
Total Food & Accommodation Costs & Activity Costs
Sustainability Fee
Reciprocity Fund
JUDES Fund
Step 4: How have the principles been built into the budget?
Step 5: How has the amount of money spent/effort on the CBT supported the guidelines related to social, economic and environmental concerns?
Step 6: Financial Analysis
At what trip fee and participant level does JUDES
break even on the trips?
The break-even analysis includes Price (P): Unit selling price; Fixed costs (FC): Costs that are the same regardless of how many items you sell; Variable costs (VC): Recurring costs that you absorb with each unit you sell.
Break-even Point = FC/(P-VC)
make a financial loss or gain to JUDES and to Just Us!?
Profit = Unit selling price × Quantity produced – (Fixed costs + Variable costs per unit)
Profit = TR – TC
Participants
(Q)
Unit Price
(P)
Total
Revenue
(TR = P x Q)
Fixed
Costs
(FC)
Variable Cost
(VC)
Total
Variable
Cost (TVC)
Total Costs
(TC)
Profit
(TR – TC)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
Profit = P × Q – FC – TVC
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
Profit = P × Q – FC – TVC
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