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Asia Pacific
Journal of Arts &
Cultural
Management
‘The real “worth” of festivals: challenges for
measuring socio-cultural impacts’
Dr Steve Brown, Flinders University
Daniella Trimboli, University of Melbourne
Key words
Festival and event management; event evaluation; social impact
Abstract
With festivals more attuned to consumer/production typologies, and festival audiences
now overwhelmed by choice, competition for funding amongst festival organisers is
high and the need to prove worth for funding higher still. This paper provides an
overview of the key response to this situation, notably: event evaluation. In particular,
it looks at the shifts that have occurred in festival and event evaluation and argues
that even though the socio-cultural importance of festivals and events is becoming
more recognised, economic measures remain the dominant paradigm for determining
the worth or value of a festival to funding authorities. Furthermore, the paper argues
that development of socio-cultural impact evaluation model (SCIE) is complex and
requires a suitably flexible and critical approach.
Biography
Daniella Trimboli is a jointly-awarded Cultural Studies PhD candidate at the University
of Melbourne and the University of British Columbia. Her dissertation investigates the
theory of performativity and its application to multicultural arts practice in Australia and
Canada. Daniella has worked as a teacher and researcher in Tourism and Australian
Studies at Flinders University, and on events for the Queensland Folk Federation,
including the Woodford Folk Festival and The Dreaming. Her research interest is in
concepts of multicultural arts practice, the socio-cultural dimensions of festivals, and
ethnic identity.
Dr Steve Brown is Head of Tourism at Flinders University and has combined research
with more than thirty years of professional practice as an event designer and manager
working on events in most states of Australia. His research interests are event design
as it pertains to the creation and staging of the event experience, the use of event
design techniques to influence audience behaviour and the socio-cultural impact of
festivals and events.
The Asia Pacific Journal of Arts and Cultural Management is
available at: www.ojs.unisa.edu.au/index.php/ARTMJ
and is produced by the School of Management:
http://business.unisa.edu.au/management
University of South Australia: www.unisa.edu.au
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Introduction
Festivals are a socio-cultural phenomenon (Allen, O’Toole, McDonnell and Harris 2011;
Getz 2005; Goldblatt 2011; Hall 1997) but it is only recently that they have been
recognised as such in public and private spheres. Certainly, festivals have, as mapped
by Richards and Palmer (2010: 4-12), changed their meaning and purpose over time,
however, up until the late 20th Century, they played a more integral, less economicallydeliberate role within communities – they were festive occasions, underscored by
ceremonious, celebratory, and traditional motivations (see also Long and Robinson
2004). While these ideals remain central to some festivals, the argument by
government agencies that they can act as tools for (primarily) economic and
(subsequently) socio-cultural “development” – strategic drawcards for tourists and
outlets for locals – has led to a significant increase in the number of festivals in the past
twenty years (Allen et al 2011; Andersson, Persson, Sahlberg and Strom 2007;
Brokensha and Tonks 1986; Getz 2005, 2007; Jago, Deery, Harris, Hede, and Allen
2002; Long and Robinson 2004; Rainisto 2003/4; Yeoman, Robertson, Ali-Knight,
Drummond and McMahon-Beattie 2004). As Douglas, Douglas and Derrett (2001: 364)
note, “the festival” as a product for quick-fixing community economic problems led to an
almost over-saturation of festivals and events at the end of the 20th Century.
As we enter the second decade of the 21st Century, the festival is dealing with the
repercussions of this “festival frenzy” – competition for funding is fierce and remains
limited and difficult to obtain. In short: potential festival funders and audiences alike can
afford to be discerning. Receiving financial support can be a significant challenge for
the festival organiser and may preoccupy much of the planning time which would
arguably be better spent on creating and staging the event. This concern was reflected
in meetings held in 2009 (see below) between Steve Brown, Daniella Trimboli, Donald
Getz and festival organisers at both Flinders University and the Adelaide Festival
Centre (including representatives from the Adelaide Festival Centre, Come Out Youth
Arts Festival and the South Australia Living Artists Festival).
It is in this context that event evaluation has appeared in contemporary festival and
event discourse, becoming a critical subject for the industry in Australia and
internationally (Allen, Harris, Jago and Veal 2000; Andersson et al 2007; Brokensha
and Tonks 1986; Getz 2005, 2007; Jago et al 2002; Long 2008; Rainisto 2003/4). By
analysing recent evaluation approaches, and highlighting the persistent dominance of
economic modelling, this paper aims to illustrate the opportunities and threats that
impact evaluation provides for festivals and events, especially to those of a small-tomedium scale. ‘Economic impact evaluation’ as it is used in this paper refers to the
conceptual and practical tools currently in place to measure the economic effects of
staging a festival or event in a particular location. These effects can include but are not
limited to: expenditure at an event and the host destination, leakage of revenue, job
creation and/or loss, and sponsorship/financial contributions to the host destination
from external sources (Burgan 2011: 8; Jago and Dwyer 2006). This paper will consider
this economic evaluation in contrast to emerging, and often oppositional discussions of
the need to measure socio-cultural impacts of festivals and events. The term ‘sociocultural impact’ used in such discourse broadly pertains to any ‘outcomes (planned or
otherwise)’ which alter ‘quality of life’ or perceived cultural value for the festival’s host
community and participants (Wood 2009: 175; Fredline, Jago and Deery 2003: 26). It is
important to note that concepts of cultural value are contested and often beset by
dualistic thinking, a point this paper will explore. Importantly, by critiquing the current
framing of social impact evaluation, the paper aims to demonstrate that while a sociocultural impact presence is a welcome relief in evaluation studies, there are also
dangers in relying on the current socio-cultural impact evaluation (SCIE) approach.
Festivals, Funding and Evaluation
Funding is a critical factor for festival organisers, so it is not surprising that any
discussion of contemporary festivals in recent years has featured the issue of
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evaluation. That is, the issue of how to measure the positive and negative impacts of
festivals so as to provide evidence that a festival meets the desired outcomes sought
by funding authorities. With the need to attract dollars becoming increasingly important
to the success of most festivals, it is also not surprising that the focus of this discussion
has been predominantly angled towards economic evaluation (Hede 2007: 13). A
literature review undertaken by the authors in 2005 revealed that studies on the impact
of festivals were almost exclusively focussed on economic impacts with little or no
attention to socio-cultural or environmental impacts (the so-called ‘triple-bottom-line’).
While a handful of social impact models were being developed in academic contexts,
these were not being implemented by researchers with consistency or conviction. Such
findings have been reiterated several times recently (Brown and Trimboli 2007; Daniels,
Backman and Backman 2004; Hede 2007; Moscardo 2007; Reid 2007; Robinson,
Picard and Long 2004).
The focus on economic evaluation has been framed in many ways by the political
environment driving the funding system. In a similar experience to that which occurred
in the United Kingdom (UK), the conservative Liberal and Coalition National
government in Australia in the 1990s and into the 21st Century, has created an
environment where funding for ‘public good’ is mostly considered in terms of production
outcomes. As Selwood (2002: 20) notes in the U.K. context, the conservative 1980s
Tory government focussed on public funding driven by ‘efficiency, effectiveness and
economy’. A similar shift in relation to culture, was mirrored by the Australian
government in the late 1990s/early 2000s, steered by the then Minister for
Communication and the Arts, Richard Alston. Alston argued that cultural organisations
needed to undertake a business performance analysis to improve their financial footing,
and in turn improve their chances of gaining both governmental and private funding
contributions (Craik 2006: 6). This business-oriented shift was reflected in the 1999
decision by the Howard Government to replace the Australian Foundation for Culture
and the Humanities with the Australian Business Arts Foundation (Gardiner-Garden
2009, online, viewed 29 July 2011). Glow (2010: 587, emphasis added) argues this
‘business’ framework has largely carried over into the present Labor Government’s
cultural strategy, summarising:
the creative industries has become a framework for policy whereby financial
support for cultural organisations and projects is (to some extent at least)
based on the criterion that they can be considered a sound financial or social
investment.
This type of approach to funding has led many cultural organisations to participate in a
discourse where cultural value is perceived predominantly in terms of ‘product and
output’. In many ways, the very notion of ‘cultural value’ in the Australian arts context
has emerged, as authors like Gay Hawkins (1993) have described, as a means to
legitimise the outcomes of arts organisations, especially community-arts organisations.
In the context of SCIE therefore, ‘cultural value’ seems to emerge from within an
economic paradigm; where ‘culture’ is assigned ‘value’ in an effort to legitimise its
significance in policy and funding realms. There is clearly an element of nostalgia
present in arguments pertaining to the need to protect “authentic” cultural value and
promote its “worth”, brought on by fears of globalisation (Hawkins 1993: 73; Khan 2011:
8), but also by the embedded economic rationalism within cultural policy and arts
funding decisions. Additionally, the impact of the Global Financial Crisis (GFC) on the
mindset of sponsors and governments, has served only to sharpen the focus on the
economic “worth” of festivals and events to the exclusion of any other performance
measure (Brown and Rasheed 2011, pers. comm. 10 May 2011). In light of this, the
evaluation of festivals and events in Australia has almost exclusively been through the
use of economic modelling to determine the return on investment (ROI) of those public
and private sector organisations and instrumentalities which have provided financial
support. In turn, the ‘cultural agenda’ is, as Cameron (2004: 34) posits, increasingly
‘abandoned without understanding its value and sometimes even “sold” as a product’.
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Consequently, the originating socio-cultural notions of the festival have been
overshadowed by an overall shift in focus from ‘festival-as-ceremony’ to ‘festival-asproduct’.
This shift is particularly problematic for small-to-medium-scale festivals and events,
which, aside from being more likely to have community rather than dollar aspirations,
are disadvantaged by the type of economic evaluation modelling currently in use. In
Australia there has been a shift from Input/Output modelling to Computable General
Equilibrium (CGE) as the preferred evaluation methodology, and with this shift a
change (usually negative) in impacts reported for even quite large events (Brown and
Trimboli 2007: 1). No less, the scale of larger events means that they are likely to be
better placed to attract commercial sponsorship and receive government funding,
making the impact of this change less significant than that felt by smaller events already
on the back-foot financially. What’s more, the cost of implementing a detailed CGE
evaluation is expensive and thus prohibitive for all but the large-scale events, further
exacerbating the problem (Burgan 2011, pers. comm., 10 May). Although an affordable
CGE evaluation software package, ‘Encore’, was developed in association with the
Sustainable Tourism Cooperative Research Centre (STCRC), the software was not
technically supported and a national review by Australian researchers identified some
anomalies with the software, reducing confidence amongst some researchers in the
results generated (Getz 2009, pers. comm., 15 October). The demise of the STCRC in
June 2010 has meant that an upgraded version of the Encore software is unlikely to be
forthcoming and small-to-medium-scale festivals and events are again without a
recognised – and consistently applied – economic evaluation methodology. With
development of the Encore software in suspension, and no current consensus by
researchers – either nationally or internationally – on alternative evaluation software,
festivals and events of different scales are being evaluated with a range of disparate
models. There is thus no effective data to compare “apples with apples”, or to
determine the most effective means of evaluation for festival funding purposes.
As small-to-medium-scale festivals and events find it increasingly difficult to justify their
worth, there is an urgent need to find alternative evaluation methods. Funders and
cultural policy planners are not waiting while cultural organisations and researchers
determine a way to measure the impacts of a festival appropriately – their budgets are
forthcoming every year; so too their selection of “worthy” cultural recipients. Thus, the
lack of appropriate models puts many small-to-medium-scale festivals and events at
seeming risk of perceived failure. The Glendi Greek Festival, for example, an annual
Adelaide festival with a thirty-year history, had to withdraw its staging in 2010 for an
indefinite period due to ‘financial and governance matters’, including a decline in
corporate sponsorship (Glendi Greek Festival Inc. 2010, online, viewed 14 January
2011). Glendi, the Greek word for ‘party’, is organised by the Lions Club of Adelaide
Hellenic and attracts up to 40,000 patrons over two days (Glendi Greek Festival Inc.
2011, online, viewed 29 July 2011). Its programme incorporates dance, music, visual
arts and education, and aims to provide opportunities for Greek traditions to be
practiced and celebrated, while also appreciating the new, hybrid forms of Greek
cultural practice within contemporary Australia. Despite the high and consistent
involvement by the community, the socio-cultural elements were not enough to keep
the festival afloat in 2010. The need to start thinking seriously about evidencing ‘worth’
in other terms aside from say ‘ability to attract sponsorship’ is henceforth critical (Brown
and Trimboli 2007: 2).
Socio-Cultural Impact Evaluation (SCIE)
A number of authors have acknowledged the need for evaluation that extends beyond
economics, and the last five years in particular have seen a drive towards social impact
evaluation (SIE) or socio-cultural impact evaluation (SCIE) (Brown and Trimboli 2007;
Getz 2005, 2007; Wuensch 2005). Such evaluation aims to measure the socio-cultural
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impact that a festival or event has on its host state or community, and that henceforth
justifies financial support. This drive is aligned with the burgeoning notion of
sustainability and Triple Bottom Line (TBL) management and reporting (see Getz and
Andersson 2008: 3; Hede 2007). At an Australian local level, there has been work
undertaken to develop an inexpensive replacement for the Encore software. Such work
has been led by Barry Burgan of the University of Adelaide, in collaboration with Steve
Brown of Flinders University, and the State Government’s event funding and support
body, Events SA. The model being developed is still essentially economic evaluation;
however, it additionally looks to provide an economic return for the socio-cultural and
environmental impacts of the festival. The rationale behind this approach is that if the
economists in Treasury are likely to have the final say in the worth or Return of
Investment (ROI) of an event, then any TBL evaluation must have a number (in dollars)
attached to it to be acceptable. Collaborative work is also occurring at an international
level, with leading event researcher and author Donald Getz working in association with
the University of Queensland, Flinders University of South Australia and Gothenburg
University in Sweden on social impact methodologies. Such work considers the event’s
worth to a community, asking such questions as: if the event was not funded and was
therefore not staged, how would the community feel about this? Can that be measured?
Is such a state-wide census of the population a way of determining the event’s worth to
the community?
Similar questions have been asked in other studies, and some models – although rare
– have been developed in academic contexts. The models being pioneered tend to be
based on those implemented in the broader sphere of tourism social impact
assessment, with particular similarities seen in methodological approach and survey
design. The models generally incorporate the use of either factor analysis (see
Cegielski and Mules 2002; Delamere 2001; Small 2007; Waitt 2003; Wood and Thomas
2006), or intrinsic cluster analysis (Fredline, Deery and Jago 2005a and 2005b;
Fredline and Faulkner 2000; Fredline et al 2003; Fredline, Raybould, Jago and Deery
2004), and provide a good foundation for thinking through socio-cultural impact
research.
Gaps and Critical Issues in SCIE Development
While such work is welcomed, it would be imprudent to take it on face value, or to see it
as the solution for the regeneration of festivals and cultural recognition. SCIE is still a
nascent area of research and remains problematic in that there are no agreed
methodologies for evaluation, or an agreed philosophical platform to underpin those
methodologies. At the European Cities Marketing Annual Conference held in
Gothenburg in June 2009, a symposium was held prior to the conference, which was
attended by many key international festival and event academic researchers. Many of
the academics presented on and argued for the need for a suitable evaluation
methodology to determine the socio-cultural impact of festivals and events. There was
much informal discussion and it was agreed that event research efforts needed to be
more collaborative to achieve a single, universal model that could be adopted
internationally. There was broad agreement on this level of international collaboration
and a website was set up to facilitate the exchange of information (see: http://
iphone.goodwin.drexel.edu/een). However, the site has been underutilised and
research continues to be independent and fractured. Indeed, this is one of the critical
problems with which SCIE is faced – that most of the work is contained within
organisations or academia, and not shared and linked together in a rigorous manner.
The continually fractured approach and overall apprehension towards SCIE might
remain tied to the long-recognised problem that SCIE is difficult because of the
intangible nature of socio-cultural effects (see, for example, Getz 1991 and Moutrey
1994). Certainly, socio-cultural impacts are problematic in that they are variant and nonconfirming, and trying to define ‘social impacts’ as a variable for measurement is both
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difficult and complex. Take, for example, the definition given by Fredline et al (2003: 26)
of social impacts as ‘any impacts that potentially have an impact on quality of life for
local residents’. Of this definition, one could ask: if the social impact is felt at the level of
the non-resident, does that social impact still count? And what does ‘quality’ mean in
this context? These sorts of questions create an uncertain research environment that
many cultural organisations and researchers remain hesitant to work within.
If equal weight was given to socio-cultural and economic impacts, then the issue of how
to effectively measure the intangibles of socio-cultural impacts would be more easily
resolved. There would, as a starting point, be the basis and incentive for festival
organisers (from the viewpoint of the securing of funding for the event) to measure and
to report results in this way. It would also provide a platform from which a critical
examination of the nature and parameters of ‘socio-cultural impacts’ could take place.
After all, economic evaluation as the sole measurement of a festival’s impact or worth
has its complexities and problems, too, and the best means to carry it out is, as outlined
above, still being debated. What’s more, there are also intangible aspects of economic
evaluation, but these have tellingly been managed without too much concern. For
example, economic management of all forms does, as Holden (2004: 39) points out,
have tools to identify and measure intangible assets, such as brands, trademarks etc.
This begins to destabilise the argument that unlike economic impacts, socio-cultural
impacts cannot be assessed because of their intangible nature. The underlying issue
seems, rather, to go back to a lingering perception that economic value is more
important than socio-cultural value, even if this is only a perception taken on by default,
or as a means to a funding end. This is further supported by the fact that, regardless of
the now more common requirement for sustainable management and Triple Bottom
Line (TBL) reporting to include socio-cultural aspects, work around these concepts
often remains underpinned by the economic argument. Hede’s (2007: 19) recent study
of fourteen organisations found, for example, that the majority did not value or utilise
data on the social or environmental aspect nearly as much as the economic outcomes.
This is not necessarily indicative of a lack of concern from organisations about these
aspects – they are cultural organisations after all – but more likely that they are too
frequently made to meet economic ends before socio-cultural and environmental ones
are considered (Holden 2004: 13).
Due to the persistent dominance of the use of economic values, the best strategy may
be to place a similar emphasis on the socio-cultural dimension using similar tools as
those employed in economic evaluation. However, it is critical to note that developing
SCIE based on economic evaluation, even as a purely oppositional tactic to it, may only
serve to disadvantage socio-cultural aspects in the future, inadvertently demolishing the
very ‘cultural’ aspect it attempts to protect. Previously, the concern has been that
models and research into measuring socio-cultural impacts was absent due to
uncertainty about how to undertake it. Now, there may well be a socio-cultural impact
presence, but the concern has shifted, or, at the least, been compounded. The new
concern is that in having to prove the worth of a festival, the actual “worth” of the
festival becomes expressed in production terms. In working against social impact
benchmarks, the festival might satisfy short-term funding requirements but serve only to
feed a system that lacks socio-cultural measures in the long-term. As Holden (2006: 34)
argues, cultural organisations are constantly forced to ‘make their case’ to government
‘in terms that do not match their own concerns’. John Fox (2005) of U.K.-based Welfare
State International summarises the sentiments of many cultural organisations when he
argues:
We joined to make spontaneous playful art outside the ghetto – not to work
three years ahead in a goal-oriented corporate institution where matched
funding and value added output tick boxes destroy imaginative excess.
This concern was reflected in Australia, as the 2009 meetings of festival professionals
at Flinders University and later at the Adelaide Festival Centre indicated. The outcomes
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of the two meetings reflected concerns enunciated by Smith and Forest (2006: 136)
and Brown (2009: 27) respectively, namely, that as festivals (in this case in Adelaide)
become increasingly positioned as economic tools or products, rather than being ‘an
end in themselves’, the audience is inevitably placed second; out-raced by the funding
bodies’ criteria. The concern here, in short is that ‘creativity’ is in danger of becoming a
checklist and ‘culture’ a pre-defined (but primarily economic) outcome.
It is worth noting here that this perceived bind is a prevalent one in arts discourse. As
Rimi Khan (2011) explains, there has been much tension in arts discourse surrounding
the value of art as either intrinsic or instrumental. There is, on one hand, a belief that art
has intrinsic value which needs recognising in policy arenas; on the other, a fear that
this act of recognition will turn art into a purely instrumental tool (Khan 2011: 71-74).
Implementing SCIE ‘for economics’ sake’ is clearly paradoxical, and therefore unlikely
to alleviate this bind. This is especially the case since 21st Century festival consumers
demand ‘authentic’, engaging and localised experiences. Festivals, of course, are never
fully authentic; they are carefully planned, orchestrated and staged. But they work at
their truest and most remarkable when they successfully set up a space for genuine
and transformative engagement between festival and patron. That is, when they create
a space between the known plan and the unknown outcome – the liminal space –
where stage and patron engage to create an experience. So, while festivals do
purposively make worlds, they also, as Waitt and Gorman-Murray (2008: 186) assert,
unmake them, too. As Duffy (2004: 92) outlines, ‘[t]he liminal period temporarily
suspends conventional social rules, so opening up a space of potential change’. What
this potential change will be is not known in advance; nor should it be:
Cultural experience is the sum of the interaction between an individual and an
artefact or an experience, and that interaction is unpredictable and must be
open. To take a concrete example, it is the job of a gallery to put a painting on
a wall, but it is not their job to determine what happens next. They cannot, and
should not, require that 40% of viewers will have a spiritual experience in front
of it (Holden 2004: 21).
Undoubtedly, many entrepreneurs have, as Getz and Andersson (2008: 2)
acknowledge, “cashed-in” on the marketing pull of festivities, creating festivals for
“finance over heart”. But it is not our place or our desire to suggest that art that
considers economics first is “not really art”, since so many artists employ that tactic
(see Caust 2010: 571) – and must – and since many financially-driven arts projects
(including festivals) certainly provide positive socio-cultural impacts. In a postmodern
context this is neither shocking nor necessarily unacceptable, however, a financeprioritising framework can nonetheless work to jeopardise those festivals in Australia
that continue to hold community and ceremony at the core of their purpose and
delivery. (Take, for example, the community-driven Woodford Folk Festival and its
sister-festival, The Dreaming. Interestingly, significant financial difficulty has meant the
festivals will be merged in 2011 – and what this means for the socio-cultural quality of
each is arguable). If festivals succumb to what Holden (2006: 30) refers to as the
‘service-agent’ typology, then the drive to evaluate may actually contribute to the
erosion of the “festival” element of these special occasions, which many festival
organisers and researchers adamantly attempt to protect. Festivals, like any form of
cultural expression, cannot be read, as Robinson, Picard and Long (2004: 18) urge, as
‘streamlined narratives’. However socio-cultural impact assessments that work to
match pre-defined “success” markers attempt to do this.
Moving Forward
For genuine development in this area, the means by which SCIE occurs must include
two key aspects. First, it must be open enough to allow for the fluidity and transition of
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socio-cultural “value”; and second, it needs to provide opportunities to critique any
methods put in place. Researchers and festival organisers alike cannot afford to
overlook the fact that any impact measurement – including SCIE – will have political
motives and implications. ‘Cultural value’ is by no means a neutral term, which is why
Cameron’s (2004: 34, emphasis added) usage of the term ‘cultural agenda’ is so
relevant in this context. The task of SCIE is unavoidably a task of inclusion and
exclusion: models select and delineate those socio-cultural elements deemed “most
important” at a point in time, and this is always driven by a range of changing
considerations – including economic. Undoubtedly, this does create a ‘murky’ working
territory, but that territory is surely part of the motivation behind the recent SCIE
movement – and indeed – cultural projects in general.
Importantly, SCIE cannot be framed by a debate about economics or socio-cultural
value – both have an important role to play in the planning, development, management
and support of festivals and events. Proceeding with an either/or approach in SCIE will
serve to do little more than reinforce the binary between the two aspects. What is
required, therefore, is a contextual shift; a redefined understanding of cultural worth that
sees the socio-cultural aspect as an embedded part of the festival/cultural policy
process, rather than as a marginalised, “add-on” benefit, or as something “pure” and
distinct from economic relations. As Robinson, Picard and Long (2004: 188) argue:
…the festival needs to be linked to the wider sociological, economic, and
political context of change, as a site to reconstruct and re-enact meaningful
narrations of the collective being in the – globally enlarged – world.
Thus, while calls for holistic assessment or universal modelling might seem necessary
in order to establish a festival’s worth – and while such an approach may work for
economic impact studies – this is not necessarily functional or useful for social impact
studies. There is clearly a need for quality and consistent data, however, data collection
can ‘all too easily become an end in itself … or a means to postpone decisions until
there is solid evidence – which is never quite solid enough’ (Holden 2006: 49). The way
forward might not be so much in “pinning-down” one strict model but in accepting that
such a task is neither possible nor necessary. If researchers are to “pin down” anything,
it should be their commitment to the rigorous exploration of socio-cultural aspects –
both philosophically and methodologically.
In light of all this, the work of Sascha Reid (2007) and Emma Wood (2009) provides
useful examples for how research might proceed in this area. Reid’s study is critical of
social impact assessment that uses positive and negative scales, emphasising the idea
that assessment needs to be flexible rather than based on a “one size fits all” model, so
as to ‘explore the intricacies and varying social constructions’ of measured social
themes (Reid 2007: 97). Wood (2009: 178) proposes a ‘standardized [SCIE]
framework’, but remains astute to shifts in socio-cultural variables and argues the
details of individual models should be flexible and event-specific. Significantly, both
studies understand the need to provide quality assessment that remains relevant and
useful for industry (i.e. still with a quantifiable aspect to their assessment), while
simultaneously understanding the nature of festivals as culturally contextual. Such work
departs from some of the Australian work by Jago, Deery and Fredline (2006;2002) and
Katie Small (2007), which, in its calls for ‘holistic assessment’, demarcates clear sociocultural categories and thus may be in danger of streamlining the socio-cultural impact
assessment too much. Perhaps, using both Wood’s (2009) and Reid’s (2007) approach
will help address the paradox the industry finds itself in. That is – a pressing need, on
one hand, to prove the socio-cultural relevance and importance of festivals to balance
the sole reliance on economic measures, and an equally pressing need, on the other, to
avoid SCIE that pigeon-holes community festivals for solely political ends.
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Conclusion
Although many contemporary festivals remain driven by a desire to celebrate,
interrogate and explore socio-cultural values, they are increasingly operating within
an economic measurement paradigm. The competitiveness associated with muchneeded funding, together with an overarching cultural policy framework driven by
“production outcomes”, means many festivals become side-tracked from their original
aims in order to evidence the financial worth of their event. Festivals and events are
now quite accustomed to having to use some form of economic evaluation model,
although, as argued, these have been wrought with problems of consistency and
reliability. What’s more, the models have been shown to favour larger, and often more
financially-stable events.
Festival and event professionals, in both academia and industry, have identified this
as a threat to community and artistic expression, especially to those events of a small
-to-medium scale. The past decade has thus seen increasingly frequent attempts to
reassert the validity of socio-cultural elements associated with festivals and events.
While this has included a much welcomed development of social impact evaluation
models, this paper has argued that these remain vastly under-utilised and explored.
In light of this, there needs to be recognition by government and other funding
organisations that support for festivals and events implies a responsibility for the
funding provider, too. This responsibility lies in supporting the endeavour beyond
solely justifying by numbers, and therefore supporting research into genuine Triple
Bottom Line evaluation.
While consistent and more thorough research needs to be undertaken to develop
suitable evaluation models and methodologies for SCIE, this paper has stressed the
need for this development to retain a critical eye. As has been outlined, adopting
SCIE could lead to the prescription of streamlined socio-cultural effects, which seems
only to defy the argument for the importance of socio-cultural value. As an
oppositional tactic to the economic paradigm, it can also serve to reinforce the binary
between economics and socio-cultural debates, when what is actually needed is an
examination of how these are intricately tied together. As argued, SCIE has a political
agenda, too, and this is always time and place specific. Collaborative research is an
important step forward, but it requires a strong determination to develop models and
methodologies that can be broadly relevant, not just universally applied. In view of
this, the work of Small (2007) and Wood (2009) provides useful examples of how
models can be developed to meet basic quantifiable checks, but remain fluid enough
for the festival to embrace its culturally-specific pursuits. Utilising such research and
iteratively (re-)designing the event to maximise the positive impacts and minimise the
negative impacts, will make festivals more capable of withstanding the fluctuations in
funding fortunes that are always a part of the contemporary event industry.
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