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Vision, Change &
Local Engagement
Whole-of-Community
Planning in a
Fast-Moving World
© 2014 Steven Ames Planning • All Rights Reserved
A Master Class with Steven Ames
NSW Department of Planning & Infrastructure
APRIL 2014
Your presenter
 STEVEN AMES
Principal
Steven Ames Planning | NXT Consulting Group
Portland | Bend, Oregon
 Sponsored by Engage2
Greetings from Portland
Shaped by its natural environment
Photos: Walker • Macy; • www.KenDietz.com
Celebrated for its liveability
www.portlandground.com
Leader in urban sustainability
www.portlandground.com
Recognised for great planning
Guided by strategic vision
And yes…Portlandia, too.
Today‟s agenda and key themes
 Learning objectives, agenda, context, caveats
 Theme 1 – Building local vision
 Theme 2 – Accelerating envisioned change
 Theme 3 – Stewarding civic engagement
 Open dialogue, questions & learning objectives
Group introductions…
 Who are you?
 What is your job?
 One reason you are here today?
Learning objectives
 What one idea or questions would you like to explore?
American context for planning
 Strong local governments (cities, counties)
 Direct citizen participation in local governance
 Non-partisan local political tradition
 Strong grassroots community involvement
 Local political activism
Australian context for planning
 Strong state government involvement in localities
 Corporate-style local governance structures
 More limited grassroots community involvement
 Strong tradition of local “consultation”
 Rapid evolution toward local “engagement”
Some caveats
 All planning is place and culture specific
 Planning and engagement continually evolve
 Flexibility/adaptability are essential
 Best practice involves risk and creativity
 High tech does not replace high touch
Building Local Vision
“If you don‟t know where you‟re going, you
might end up someplace else.” – Yogi Berra
 Societal change and the need for strategic vision
 What is strategic vision? (Oregon Model)
 Best practice visioning (U.S. and Australia)
 Case study in community visioning (Bend 2030)
 Lessons and tools
What I‟d like to talk about…
Our world is changing
 Population growth, demographic shifts, migration
 Environmental stresses and resource depletion
 Economic globalisation and restructuring
 Scientific and technological advances
 Information and telecommunication
 Social and cultural shifts
Local communities need vision
 All global trends have local impacts
 Local communities are front line of change
 Local authorities often caught in reactive mode
 Strategic vision is indicated
 Most powerful vision grounded in community
What is strategic vision?
 Tracking emerging trends & issues
 Exploring alternative scenarios or strategies
 Charting a preferred scenario (vision)
 Putting vision into action
 Measuring progress over time
What is visioning?
 A process through which a local council and community
creates a strategic vision – and begin to make it happen.
 A strategic framework for other municipal
plans, policies, decisions and investments.
Vision = preferred „destination‟
 Long-term
 Comprehensive
 Value-based
 Direction oriented
 Motivational
Plan = road map to get „there‟
 Near-term
 Specific
 Information-based
 Action oriented
 Instructional
Vision builds…confidence.
The Oregon Model
Visioning in Oregon
 Strong statewide community-based planning system
 Focus on land use, growth and development
 Planning for growth – but not for change
 Wanted: more comprehensive view of planning
 ‘Visioning’ was the response
The Oregon Model
Five driving questions
 Where are we now?
 Where are we going?
 Where do we want to be?
 How do we get there?
 Are we getting there?
Five key activities
 Where are we now? 4 Community Profile
 Where are we going? 4 Trends Analysis
 Where do we want to be? 4 Vision Statement
 How do we get there? 4 Action Plan
 Are we getting there? 4 Targets, Measures
Blue Mountains, New South Wales
Wyndham, Victoria
South Perth, Western Australia
Visioning benefits…
 Brings community together in positive context
 Facilitates deeper understanding of change
 Creates sense of direction
 Develops concrete goals & strategies
 Promotes plan of action
Second order benefits…
 Enriches citizen engagement
 Strengthens community cohesion
 Promotes community partnerships
 Catalyses community change
 Fosters relationship and leadership
Q&A – Change, Vision, Oregon Model
Visioning Case Study
Welcome to Bend, Oregon…
Where mountains and desert meet…
A big town becoming a small city…
Vibrant local culture…
Healthy, active lifestyles…
A great place to grow and learn…
Short history of Bend
 Explorers, trappers, white settlement (1800s)
 Railroads, lumber mills, wood products (1900s)
 Recreation and tourism (1950s)
 Lifestyle-driven real estate boom (1990-2000s)
 Economic collapse (2006-07)
2005 – a city at the precipice
Bend 2030 visioning process (2005-06)
Bend‟s biggest conversation ever
Engagement „bending‟ the rules
 Council-led, community-owned process
 Public-private sponsors
 Incorporation of survey research & QDA
 Sophisticated branding and marketing
 Website and internet access
Vision validation and endorsement
A „whole-of-community‟ vision (2006)
 Well-planned city
 Vibrant economy
 Quality environment
 Safe, healthy people
 Strong community
 Creative, learning culture
Detailed plan of action (2007)
63 partner groups implement plan
Q&A – visioning case study
Building local vision – lessons & tools

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Steven Ames Community visioning masterclass Part One April 2014

  • 1. Vision, Change & Local Engagement Whole-of-Community Planning in a Fast-Moving World © 2014 Steven Ames Planning • All Rights Reserved A Master Class with Steven Ames NSW Department of Planning & Infrastructure APRIL 2014
  • 2. Your presenter  STEVEN AMES Principal Steven Ames Planning | NXT Consulting Group Portland | Bend, Oregon  Sponsored by Engage2
  • 4. Shaped by its natural environment Photos: Walker • Macy; • www.KenDietz.com
  • 5. Celebrated for its liveability www.portlandground.com
  • 6. Leader in urban sustainability www.portlandground.com
  • 10. Today‟s agenda and key themes  Learning objectives, agenda, context, caveats  Theme 1 – Building local vision  Theme 2 – Accelerating envisioned change  Theme 3 – Stewarding civic engagement  Open dialogue, questions & learning objectives
  • 11. Group introductions…  Who are you?  What is your job?  One reason you are here today?
  • 12. Learning objectives  What one idea or questions would you like to explore?
  • 13. American context for planning  Strong local governments (cities, counties)  Direct citizen participation in local governance  Non-partisan local political tradition  Strong grassroots community involvement  Local political activism
  • 14. Australian context for planning  Strong state government involvement in localities  Corporate-style local governance structures  More limited grassroots community involvement  Strong tradition of local “consultation”  Rapid evolution toward local “engagement”
  • 15. Some caveats  All planning is place and culture specific  Planning and engagement continually evolve  Flexibility/adaptability are essential  Best practice involves risk and creativity  High tech does not replace high touch
  • 16. Building Local Vision “If you don‟t know where you‟re going, you might end up someplace else.” – Yogi Berra
  • 17.  Societal change and the need for strategic vision  What is strategic vision? (Oregon Model)  Best practice visioning (U.S. and Australia)  Case study in community visioning (Bend 2030)  Lessons and tools What I‟d like to talk about…
  • 18. Our world is changing  Population growth, demographic shifts, migration  Environmental stresses and resource depletion  Economic globalisation and restructuring  Scientific and technological advances  Information and telecommunication  Social and cultural shifts
  • 19. Local communities need vision  All global trends have local impacts  Local communities are front line of change  Local authorities often caught in reactive mode  Strategic vision is indicated  Most powerful vision grounded in community
  • 20. What is strategic vision?  Tracking emerging trends & issues  Exploring alternative scenarios or strategies  Charting a preferred scenario (vision)  Putting vision into action  Measuring progress over time
  • 21. What is visioning?  A process through which a local council and community creates a strategic vision – and begin to make it happen.  A strategic framework for other municipal plans, policies, decisions and investments.
  • 22. Vision = preferred „destination‟  Long-term  Comprehensive  Value-based  Direction oriented  Motivational
  • 23. Plan = road map to get „there‟  Near-term  Specific  Information-based  Action oriented  Instructional
  • 25. Visioning in Oregon  Strong statewide community-based planning system  Focus on land use, growth and development  Planning for growth – but not for change  Wanted: more comprehensive view of planning  ‘Visioning’ was the response
  • 27. Five driving questions  Where are we now?  Where are we going?  Where do we want to be?  How do we get there?  Are we getting there?
  • 28. Five key activities  Where are we now? 4 Community Profile  Where are we going? 4 Trends Analysis  Where do we want to be? 4 Vision Statement  How do we get there? 4 Action Plan  Are we getting there? 4 Targets, Measures
  • 29. Blue Mountains, New South Wales
  • 31. South Perth, Western Australia
  • 32. Visioning benefits…  Brings community together in positive context  Facilitates deeper understanding of change  Creates sense of direction  Develops concrete goals & strategies  Promotes plan of action
  • 33. Second order benefits…  Enriches citizen engagement  Strengthens community cohesion  Promotes community partnerships  Catalyses community change  Fosters relationship and leadership
  • 34. Q&A – Change, Vision, Oregon Model
  • 36. Welcome to Bend, Oregon…
  • 37. Where mountains and desert meet…
  • 38. A big town becoming a small city…
  • 41. A great place to grow and learn…
  • 42. Short history of Bend  Explorers, trappers, white settlement (1800s)  Railroads, lumber mills, wood products (1900s)  Recreation and tourism (1950s)  Lifestyle-driven real estate boom (1990-2000s)  Economic collapse (2006-07)
  • 43. 2005 – a city at the precipice
  • 44. Bend 2030 visioning process (2005-06)
  • 46. Engagement „bending‟ the rules  Council-led, community-owned process  Public-private sponsors  Incorporation of survey research & QDA  Sophisticated branding and marketing  Website and internet access
  • 47. Vision validation and endorsement
  • 48. A „whole-of-community‟ vision (2006)  Well-planned city  Vibrant economy  Quality environment  Safe, healthy people  Strong community  Creative, learning culture
  • 49. Detailed plan of action (2007)
  • 50. 63 partner groups implement plan
  • 51. Q&A – visioning case study
  • 52. Building local vision – lessons & tools