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Macro-Strategies for Intergenerational Communities
Exploring how Communities will React to an Aging Population




Presented by Zachary Benedict, AIA, LEED AP BD+C
Morrison Kattman Menze, Inc.

University of Indianapolis, Center for Aging & Community
“Inside, Outside, All Around the Town” Workshop
Tuesday, April 17, 2012, Indianapolis, IN
                                                              ©2012 Morrison Kattman Menze, Inc.
MACRO TOPICS


01                            SHIFTING PRIORITIES: Discuss how evolving community
                              development priorities have created DEVIANTS, encouraged
                              isolation, and sparked socioeconomic migration.




02
                              CREATIVE DESTRUCTION: Explain how BRUCE WILLIS is a
                              wonderful example of how Boomers envision aging and the growing
                              importance of “engagement.”




03
                              NETWORK STRUCTURES: Illustrate how SESAME STREET is a
                              perfect model for establishing an economic development strategy
                              aimed at fostering an intergenerational community.

MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                 2
Inside, Outside, All Around the Town | April 17, 2012                              ©2012 Morrison Kattman Menze, Inc.
PART ONE
SHIFTING PRIORITIES
                                                                                       old




                                   criminals            rich
                                                                                                     sick



                   creatives




                                                                      normal
                                                                                              educated



                     poor
MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                             3
Inside, Outside, All Around the Town | April 17, 2012          loud            ©2012 Morrison Kattman Menze, Inc.
PRIORITIES


                                    WALKING TO SCHOOL
 80%
 70%
                                                             71%
 60%
 50%
 40%
 30%
 20%
 10%                            18%
  0%                                                                                  Source: Barbara McCann and Reid Ewing, Measuring the
              Percentage of Children who       Percentage of Adults who Walked or      Health Effects of Sprawl: A National Analysis of Physical
           Currently Walk or Bicycle to School         Bicycled to School                 Activity, Obesity, and Chronic Disease, Smart Growth
                                                                                    America – Surface Transportation Policy Report, (2003), p7.


MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                                            4
Inside, Outside, All Around the Town | April 17, 2012                                                        ©2012 Morrison Kattman Menze, Inc.
PRIORITIES
      Indiana Population Growth from 2005 to 2040:


                                                                               15%

                                                        for 65+ POPULATION




MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES
Inside, Outside, All Around the Town | April 17, 2012
                                                                       90%                                   5
                                                                             ©2012 Morrison Kattman Menze, Inc.
PRIORITIES
                                                                              1.
                                                                                          How will cities and towns react
                                                                                          to the rapidly aging population?
                         <3% in CCRC




                                                                              2.
                                                                                          How will cities and towns
                                                                                          rebound from the census
                                                                                          retraction?
                      2010: 39.6 million people were 65+
                      13% of US population




                                      2030: 72.1        million people will be 65+
                                                                   19% of US population


MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                                        6
Inside, Outside, All Around the Town | April 17, 2012                                                     ©2012 Morrison Kattman Menze, Inc.
PRIORITIES
                                                  “Incrementalism is the death of innovation.”
                                                                                Nicholas Negroponte
                                                                                                 MIT Media Labs




Photo by Alex MacLean

MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                  7
Inside, Outside, All Around the Town | April 17, 2012                               ©2012 Morrison Kattman Menze, Inc.
PRIORITIES
                                                        Average Lifetimes for Physical Capital




                                                                                                 Source: IEA (2000), World Energy Outlook 2000, p. 43

MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                                                      8
Inside, Outside, All Around the Town | April 17, 2012                                                              ©2012 Morrison Kattman Menze, Inc.
PRIORITIES
                                              31 TARGET CITIES                     EVALUATING SMALL TOWN INDIANA
               POPULATION= 10-25,000 PEOPLE



                                                                            124%


                                                                     100%                                                 99%
                                                                                                  89%
                                                                                                                                85%
                                                                                                                                                   80%
                                                                                                         75%

                                                                                                                                                          55%




                                                                 % With Age 65+        Mean Commute Time            Median Household      % w/Bachelor Deg. or
                                                                                                                        Income                  Higher

                                                                                   U.S. Average         Indiana Average   Target City Average




MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                                                                9
Inside, Outside, All Around the Town | April 17, 2012                                                                             ©2012 Morrison Kattman Menze, Inc.
PRIORITIES
                                                        1




                                                   PERFECT
                                                   STORM

                3                                                2
                                                   BRAIN DRAIN



MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                  10
Inside, Outside, All Around the Town | April 17, 2012                ©2012 Morrison Kattman Menze, Inc.
1. CREATIVES                                            “Only by understanding the rise of
                                                        this [creative] class and its values
                                                        can we begin to understand the
                                                        sweeping and seemingly disjointed
                                                        changes in our society and begin to
                                                        shape our future more intelligently.”
                                                                                               Richard Florida
                                                                        The Rise of the Creative Class, p. xxvii




                                                                                               © 2008 Richard Florida




MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                 11
Inside, Outside, All Around the Town | April 17, 2012                           ©2012 Morrison Kattman Menze, Inc.
2. BRAIN DRAIN
   “Maybe it’s the Indiana attitude. I’ve never
    been anywhere that is so risk-adverse. A lot
    of parents just don’t value education, and
    they’ve passed that on to their kids. There's
    a lack of leadership. Indiana people seem to
    be content to be mediocre people living in
    mediocre cities.”
                                                                            -Richard Longworth
                                                                       Caught in the Middle, p48




                     Economic Incentives for Education in Indiana
$20,000


$15,000                                                                                   $17,470
                                                             $15,000
                             $12,700
$10,000

                                                                                $8,490
 $5,000         $6,700                          $7,200


      $0
                       Indiana                      US Average              Average of Top 10 States
                   Additional Earnings w/Associates              Additional Earnings w/Bachelors

Difference in Median Annual Earning Between College Graduates and High School
    Graduates in Indiana vs. the U.S. and the Top 10 States (18-64 Year Olds) for 2000.
MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES
    Source: U.S. Census Bureau, 2000 Census 5% Public Use Microdata Samples.                                                          12
Inside, Outside, All Around the Town | April 17, 2012                                                  ©2012 Morrison Kattman Menze, Inc.
3. AGING BOOMERS




MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                     13
Inside, Outside, All Around the Town | April 17, 2012   ©2012 Morrison Kattman Menze, Inc.
3. AGING BOOMERS
                                       TRADITIONAL
                                       CCRC + SERVICES
                                       (assumes responsibility for
                                       nursing services and
                                       internalized care)




                                                                                SERVICE NETWORK
                                                              (assumes collaboration with other community
                                                            organizations and civic leaders in the offering of
                                                                   an ageographic service network aimed at
                                                                 providing successful aging though vibrant,
                                                                          intergenerational neighborhoods)




MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                                              14
Inside, Outside, All Around the Town | April 17, 2012                                                            ©2012 Morrison Kattman Menze, Inc.
“           When I retire I want to drink beer and work on my car all day long. I know I won’t be able to
             drive the damn thing, but that’s not the point. I have worked hard, and when I retire that’s what
             I want to do. So give me a garage, a fridge full of beer, and leave me alone. Sure…
             come in to change my diaper, make sure I have a pulse – but then let me get back to changing
             my carburetor…




                                                                                                                                         ”
             …and if you won’t do it, I will pay for someone else to; and if I cant find anyone I will find
             friends of mine and we will just build our own damn garage and hire 30 full time nurses.

                                                                                                            Dr. Lowell Catlett
                                                                                                            Keynote Address AIA-IN+KY Convention
                                                                                                            Columbus, Indiana 2007




                                                        I have money. I am loyal, and I bring my friends.


MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                                                        15
Inside, Outside, All Around the Town | April 17, 2012                                                                      ©2012 Morrison Kattman Menze, Inc.
MIGRATION

     Average Annual Net Migration Rates By Age, 1980-2000
 1.5

                                     Metro
 1.0


 0.5


 0


 -0.5


 -1.0                                                                              UNDERSTANDING HOW THE
                                                                                   CREATIVE ECONOMY IS
                                     Nonmetro
 -1.5                                                                              MAKING WHERE YOU LIVE
                                                                                   THE MOST IMPORTANT
                                                                                   DECISION OF YOUR LIFE.
 -2.0
                                                                                                    Richard Florida
                         20                    40           60              80

     Source: USDA, Economic Research Service, using data from USDA-funded
     cooperative agreements (Fuguitt and Beale, 1996; Voss et al., 2004).

MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                              16
Inside, Outside, All Around the Town | April 17, 2012                            ©2012 Morrison Kattman Menze, Inc.
MIGRATION




MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                     17
Inside, Outside, All Around the Town | April 17, 2012   ©2012 Morrison Kattman Menze, Inc.
MIGRATION
                                                                  “        People are being drawn to the convenience
                                                                           and culture of walkable urban neighborhoods
                                                                           across the country – even when those
                                                                           neighborhoods are small.

                                                                                                       ”  Christopher Leinberger
                                                                                                           The Option of Urbanism (2007)




   28%                                                                        60%
                                  “URBAN” RETIREMENT                                        RELOCATION
                                  Studies have demonstrated that 28% of                     Studies have found 60% of baby boomers
                                  baby boomers plan to or are intrigued                     expect/plan to move and make a lifestyle
                                  by retiring in an urban, walkable                         adjustment in their 60’s.
                                  environment.




   30%                                                                        36%
                                  WALKABLITY                                                MARKET CATCHMENT
                                  A 2008 AARP poll found that almost 1/3                    Of the 60% planning to relocate for
                                  of Americans age 50+ wanted to walk                       retirement, 36% will move more than
                                  more to services and entertainment.                       three hours away.



MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                                          18
Inside, Outside, All Around the Town | April 17, 2012                                                        ©2012 Morrison Kattman Menze, Inc.
ENGAGEMENT

“                  Our enormous and rapidly growing older population is
                   a vast, untapped resource. If we can engage these
                   individuals in ways that fill urgent gaps in our society,
                   the result will be a windfall for American civic life in the



                                                        ”
                   twenty-first century.
                                                            Marc Freedman
                                                            Prime Time: How Baby Boomers Will Revolutionize
                                                            Retirement and Transform America (1999)




MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                          19
Inside, Outside, All Around the Town | April 17, 2012                                        ©2012 Morrison Kattman Menze, Inc.
STRATEGIES
Communities for a Lifetime Bill




MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                     20
Inside, Outside, All Around the Town | April 17, 2012   ©2012 Morrison Kattman Menze, Inc.
STRATEGIES
FORM-BASED CODES
FORM-BASED CODES
    NATURAL TRANSECT ZONES                              URBAN TRANSECT ZONES
    T1: NATURAL ZONE                   T2: RURAL ZONE   T3: SUBURBAN ZONE   T4: GENERAL URBAN ZONE   T5: URBAN CENTER ZONE   T6: URBAN CORE ZONE




MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                                                             21
Inside, Outside, All Around the Town | April 17, 2012                                                                           ©2012 Morrison Kattman Menze, Inc.
STRATEGIES
FORM-BASED CODES




                                                        Integrated CCRC - Mableton, GA, Atlanta Regional Commission (2010)
                                                                           Graphic courtesy Duany Plater-Zyberk & Company

MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                    22
Inside, Outside, All Around the Town | April 17, 2012                                 ©2012 Morrison Kattman Menze, Inc.
STRATEGIES
PURSUING LIFELONG VILLAGES




             lifelong village [lahyf-lawng  vil-ij], noun,
             1. A small city or urban village whose socio-economic
             development initiative promotes young and old to thrive
             together; 2. A redevelopment strategy focused on fostering
             intergenerational relationships and urban renewal through
             the accommodation of a rapidly growing aging demographic
             through nimble and collaborative support networks.




MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                  23
Inside, Outside, All Around the Town | April 17, 2012                ©2012 Morrison Kattman Menze, Inc.
STRATEGIES
PURSUING LIFELONG VILLAGES




                                                        +               +              =       
                                 walkable                   network         critical         intergenerational
                               neighborhood                 structure        mass               community




                                                        LIFELONG VILLAGE
                                                           MOVEMENT
MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                    24
Inside, Outside, All Around the Town | April 17, 2012                                  ©2012 Morrison Kattman Menze, Inc.
STRATEGIES
PURSUING LIFELONG VILLAGES




                                                        RECIPROCAL REVITALIZATION
                                                              SENIOR POPULATION: Seniors retained within existing
                                                              community or migrating from outside the community.
                                                              SENIOR SERVICE NETWORK (e.g., in-home care,
                                                              transportation, etc.)
                                                              LOCAL ECONOMY - private sector institutions
                                                              benefiting from growing senior population (e.g.,
                                                              medical retail, restaurants, wellness facilities, etc.)
                                                              INITIAL NETWORK: Services aimed at accommodating
                                                              the supportive needs of seniors.
                                                              RESULTANT NETWORK: Socio-economic activity
                                                              offered by concentrated populations of engaged senior
                                                              populations.




MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                      25
Inside, Outside, All Around the Town | April 17, 2012                                ©2012 Morrison Kattman Menze, Inc.
PART TWO
ENGAGEMENT                                                                               volunteerism      arts               transit


                                                            education
Percentage of People Age 65+
Reporting Good-Excellent Health
  90%
  80%
                              80%
  70%      76%                                     74%
  60%                                     68%                        67%
                 60% 63%            63%
  50%
  40%
                                                         57% 57%           54%
                                                                                 47%         Aging Population
  30%
  20%
  10%                                                                                                                                retail
   0%
                 65+              65-74               75-84                85+          small
                                 White     Black    Hispanic                           business
                                                                                                   healthcare
    Source: "Older Americans 2008 Key Indicators of Well-Being", Federal
MACRO STRATEGIES AgingINTERGENERATIONAL COMMUNITIES
    Interagency Forum on FOR Related Statics                                                                                                     26
Inside, Outside, All Around the Town | April 17, 2012                                                             ©2012 Morrison Kattman Menze, Inc.
ENGAGEMENT

             86%
PERCENTAGE OF 45+ WHO AGREE THEY
WOULD “REALLY LIKE TO STAY IN THEIR
CURRENT RESIDENCE AS LONG AS
POSSIBLE.

Source: AARP, Home and
Community Preference of the 45+
Population, November 2010




                                                                   UP, Pixar Films (2009)

MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                     27
Inside, Outside, All Around the Town | April 17, 2012   ©2012 Morrison Kattman Menze, Inc.
ENGAGEMENT
                                                                   80+ million

Photo by Alex MacLean




                                                        DISCONNECTED seen
                                                        Suburban living in this country is becoming
                                                        more of an epidemic than a development
                                                        methodology when you consider that in 2000
                                                        “80 million Americans were either too
                                                        young, too old, or too poor to drive.”
                                                                        Andres Duany, Elizabeth Plater-Zyberk and Jeff Speck,
                                                                       Suburban Nation: the Rise of Sprawl and the Decline of
                                                                                          the American Dream (2000), pg 115



                                                                                                     Beacon Hill Village, Boston, MA
                                                                                                        (www.beaconhillvillage.org)

MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                              28
Inside, Outside, All Around the Town | April 17, 2012                                         ©2012 Morrison Kattman Menze, Inc.
ENGAGEMENT


                                 CORRELATING INABILITY TO DRIVE AND LEVELS OF SUCCESSFUL AGING
          0%
         -5%
                                    14%                           17%                               24%
       -10%
       -15%
       -20%
       -25%
                       I am able to make choices that   I have a high quality of life   I am involved in the world and
                              affect how I age                                                people around me
                                                                                             Source: AARP/Roper Public Affairs & Media Group of
                                                                                             NOP World, Beyond 50.05 Survey, 2004.

MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                                                29
Inside, Outside, All Around the Town | April 17, 2012                                                         ©2012 Morrison Kattman Menze, Inc.
ENGAGEMENT
54% of seniors cited companionship, an
improved social life, and a relief from
boredom as the reasons for their move.*




        THE VAST MAJORITY OF THE 55+
        POPULATION DOES NOT WANT TO
        LIVE IN A COMMUNITY THAT LEGALLY
        LIMITS THE AGE OF ITS RESIDENTS.



*Source: The American Seniors Housing Association,
MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES
The Independent Living Report (2009).                                                  30
Inside, Outside, All Around the Town | April 17, 2012   ©2012 Morrison Kattman Menze, Inc.
MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                     31
Inside, Outside, All Around the Town | April 17, 2012   ©2012 Morrison Kattman Menze, Inc.
ENGAGEMENT
                            CORRELATING COMMUNITY ENGAGEMENT AND LEVELS OF SUCCESSFUL AGING
              100%

                90%



                                                        31%
                80%

                70%

                60%
                                                                                       24%                                 39%
                50%

                40%

                30%

                20%

                10%

                  0%
                                I am satisfied with my life the   I am able to make choices about   I have a high quality of life
                                     majority of the time            things that affect how I age

                                                                        High     Low
                                                                                                                                 UP, Pixar Films (2009)

MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                  Source: AARP/Roper Public Affairs & Media Group of 32
Inside, Outside, All Around the Town | April 17, 2012                                               NOP World, Beyond 50.05 Morrison Kattman Menze, Inc.
                                                                                                                    ©2012 Survey, 2004.
ENGAGEMENT
                             84.0%      participate in more
                                        activities then they
                                        used to



                             95.4%      know more about their
                                        community’s services
                                        than they used to



                             70.5%      feel healthier and more
                                                                   SOCIAL INTERACTION
                                                                   Surveys show that more than 88%
                                        active than they used to   of NORC residents talk with more
                                                                   people than they used to.

MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                          33
Inside, Outside, All Around the Town | April 17, 2012                        ©2012 Morrison Kattman Menze, Inc.
ENGAGEMENT



                                                                                            A Roseto Cornet Band rehearsing. Photo by Steve Schapiro. The Roseto
                                                                                         Story: An Anatomy of Health, by John Bruhn and Stewart Wolf (1979), p68.


                                                    “The Rosetans were healthy… because of the world they had created for
                                                    themselves in their tiny little town in the hills. […] Living a long life, the
                                                    conventional wisdom of the time depended to a great extent on who we
                                                    were – that is, our genes. It depended on the decisions we made – on what
                                                    we chose to eat, and how much we chose to exercise, and how effectively
                                                    we were treated by the medical system. No one was used to thinking
                                                    about health in terms of community.”
                                                                                                                                Malcolm Gladwell, Outliers: The
                                                                                                                                Story of Success (2008), pg 9-10

MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                                                            34
Inside, Outside, All Around the Town | April 17, 2012                                                                        ©2012 Morrison Kattman Menze, Inc.
ENGAGEMENT




                                                        = $$
MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                            35
Inside, Outside, All Around the Town | April 17, 2012          ©2012 Morrison Kattman Menze, Inc.
ENGAGEMENT                                                       90
                                                                 80
                                                                      WALKABLE ENVIRONMENTS FOR AGING


                                                                 70
                                                                 60
                                                                 50
                                                                 40
                                                                 30
                                                                 20
                                                                 10
                                             SCORES <50 = CAR-    0
                                             DEPENDANT AREAS                      Downtown              Care Provider
                                                                         Source: Dodd Kattman and Zachary Benedict, Valuing Connectivity: Exploring the
                                                                                     Importance of Civic Inclusion and Walkability for Senior Living, 2010




                                                                                                                                     Rising Sun, IN (2011)
                                                                                                                                          Photo by MKM.

MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                                                    36
Inside, Outside, All Around the Town | April 17, 2012                                                              ©2012 Morrison Kattman Menze, Inc.
ENGAGEMENT
ONE MILE WALK IN A COMPACT NEIGHBORHOOD                             ONE MILE WALK IN A SPRAWLING SUBURB




   A one-mile walk in Seattle’s Phinney Ridge takes you through a    A one-mile walk in Bellevue, WA with cul-de-sacs and winding
   grid-like street network with a mix of residences and             streets has few shops and services within walking distance.
   businesses.




MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                                      37
Inside, Outside, All Around the Town | April 17, 2012                                                    ©2012 Morrison Kattman Menze, Inc.
ENGAGEMENT




MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                     38
Inside, Outside, All Around the Town | April 17, 2012   ©2012 Morrison Kattman Menze, Inc.
ENGAGEMENT




      If failing urban environments like this can’t offer the ability to live (and age) in-place, the value
      their structure offers will quickly fade. To survive the coming decades, these environments must
      be reenergized.


                                                                                                                         Bluffton, IN (2010)
                                                                                                                            Photo by MKM.

MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                                      39
Inside, Outside, All Around the Town | April 17, 2012                                                   ©2012 Morrison Kattman Menze, Inc.
CREATIVE DESTRUCTION
                                                                                                                           +4000
                                                                                                                           +3000
                                                                                                                           +2000

                                                                                                                           +1000



                                                                                      Netflix

                                                                                                                           0



                                                                                      Blockbuster


  2000                             2002                 2004   2006               2008                       2010


   CREATIVE DESTRUCTION defines economic growth caused by entrepreneurial
   risks that destroy previous business practices through their innovations.
   It was first coined by Joseph Schumpeter as a “process of industrial mutation that incessantly revolutionizes
   the economic structure from within, incessantly destroying the old one, incessantly creating a new one.”*
                                                                                 *Capitalism, Socialism and Democracy, 1942
MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                              40
Inside, Outside, All Around the Town | April 17, 2012                                            ©2012 Morrison Kattman Menze, Inc.
DEMAND                                                                                                                              WORK/RETIRE
                           BIRTH                                  OCCUPATIONAL DURATION                DEATH                          RATIO


                               0
                                   AGRARIAN
                                                        16                                        70   72
                                                                                                                                      27:1

                               0
                                   INDUSTRIAL
                                                             18                              65             75
                                                                                                                                          5:1

                               0                                  21                    62                       82
                                   INFORMATION                                                                                            2:1

                               0                                       25          55                                 85
                                   FUTURE                                                                                                 1:1
                                                                                          50%+ WORKING
                                                                                            RETIREMENT




MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                                                        41
Inside, Outside, All Around the Town | April 17, 2012                                                                      ©2012 Morrison Kattman Menze, Inc.
DEMAND                                                  IN THE LAST WEEK, PEOPLE AGE 60+…



                                                         88%
                                                                                   engaged in at least one
                                                                                   cultural, religious, or
                                                                                   social activity




                                                         67%
                                                                                   attended movies,
                                                                                   sporting events, or
                                                                                   group events




                                                         57%
                                                                                   attended church,
                                                                                   temple, or other




                                                         39%
                                                                                   participated in
                                                                                   volunteer work (18% at
                                                                                   10+ hours a week)



MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                     42
                                                           Source: AdvantAge Initiative Community Survey in Indiana 2008.
Inside, Outside, All Around the Town | April 17, 2012                                    ©2012 Morrison Kattman Menze, Inc.
STRATEGIES
UNIVERSITY-BASED RETIREMENT COMMUNITIES




MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                     43
Inside, Outside, All Around the Town | April 17, 2012   ©2012 Morrison Kattman Menze, Inc.
STRATEGIES
COMPLETE STREETS INITIATIVE




MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                     44
Inside, Outside, All Around the Town | April 17, 2012   ©2012 Morrison Kattman Menze, Inc.
STRATEGIES
VILLAGE-TO-VILLAGE (VtV) MOVEMENT




                                                        Villages are membership-driven, grass-roots organizations run by volunteers and paid
                                                        staff who coordinate access to affordable services including transportation, inspiring
                                                        health and wellness programs, home repairs, social and educational activities and trips.

                                                                                                                       www.vtvnetwork.org
MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                                                  45
Inside, Outside, All Around the Town | April 17, 2012                                                                ©2012 Morrison Kattman Menze, Inc.
STRATEGIES
COLLABORATIVE SERVICES




Age Qualified Services…
In-Home Services: Members will have access to various care
       services ranging in a levels of need. Available services include
       assistance with activities of daily living (ADL’s), personal care,
                                                                                       MENU
                                                                            Home Inspection and/or Repairs: Members will have access to
                                                                                 accessing home repair services and annual “safety inspections”
                                                                                 for their homes to ensure quality living arrangements.
       licensed home health, cooking, cleaning, light housekeeping
       and select errands.
                                                                            Transportation: Members will have access to limited public
                                                                                 transportation as well as ability to reserve and utilize a
Care Coordination: Members will be assigned a Personal Care                      member-only rental car service.
       Coordinator for their respective services and needs and be
       available to you and your family 24/7.
                                                                            Social and Wellness Programs: Members will have access to
                                                                                 exercise classes, arts and crafts classes, wellness seminars,
Adult Day Care: Members will be offered services provided in a                   speakers, day excursions and discounted use of local YMCA.
       congregate setting for a scheduled number of hours per week,
       including transportation, meals and activities.
                                                                            Accessibility: Neighborhood infrastructure will react to elder-
                                                                                 friendly and accessible amenities (e.g., curbing, ramps, etc.).



MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                                                     46
Inside, Outside, All Around the Town | April 17, 2012                                                                   ©2012 Morrison Kattman Menze, Inc.
STRATEGIES
RESOURCING COMMUNITY E-VOLUNTEERISM




MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                     47
Inside, Outside, All Around the Town | April 17, 2012   ©2012 Morrison Kattman Menze, Inc.
PARTSTRUCTURES
NETWORK
        THREE


MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                     48
Inside, Outside, All Around the Town | April 17, 2012   ©2012 Morrison Kattman Menze, Inc.
NETWORK


              BUILT ENVIRONMENT                         DAILY ROUTINE   FUNNELS




                         URBANISM                          REALITY
MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                        49
Inside, Outside, All Around the Town | April 17, 2012                      ©2012 Morrison Kattman Menze, Inc.
NETWORK




MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                     50
Inside, Outside, All Around the Town | April 17, 2012   ©2012 Morrison Kattman Menze, Inc.
NETWORK


              BUILT ENVIRONMENT                         DAILY ROUTINE      FUNNELS




                         URBANISM                          REALITY      SUPPORT NETWORK
MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                            51
Inside, Outside, All Around the Town | April 17, 2012                          ©2012 Morrison Kattman Menze, Inc.
NETWORK DESIGN




MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                     52
Inside, Outside, All Around the Town | April 17, 2012   ©2012 Morrison Kattman Menze, Inc.
STRUCTURE
ASSET MAPPING
Lifelong village (LV) networks can shape a
community development strategy that encourages
and eventually relies on diversity, walkabilty, and
social interconnection – all pivotal components in
incentivizes smart growth and urban renewal.


COMMUNITY APPRAISAL:
Gather and review existing
community information in an effort
to quantify the current state of the
network structure.




GAP ANALYSIS:
Review asset mappings against LV criteria
and analyze what cultural amenities and
social/service offerings are currently absent
within the existing community.
MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                     53
Inside, Outside, All Around the Town | April 17, 2012   ©2012 Morrison Kattman Menze, Inc.
IMPLEMENTATION




      In discussing how local municipalities can adopt a LV development model, a select group of
      government, civic, and community leaders are often gathered to discuss the urgency of these
      shifting priorities and how they may be addressed.


                                                                                                               Working charrette (2007)
                                                                                                                        Photo by MKM.

MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                                 54
Inside, Outside, All Around the Town | April 17, 2012                                               ©2012 Morrison Kattman Menze, Inc.
NETWORK STRUCTURE                                                                                          11
                                                                                                                                               12
                                        3

                              ½ MILE RADIUS



         1 MILE RADIUS

                                                                         4
                                                                                                           10

     1                              2                                                      5
                                                                                                                9



                                                                                                                            3

                                                                                               6
                                                                                                       8
                                                                                                   7

1.   State Highway                          5.   Middle School     9. City Park + Beach                                       Kendallville, Indiana
2.   Golf Course                            6.   YMCA              10.Library
3.   Public Lake                            7.   High School       11.County Fairgrounds
4.   Walkable Downtown                      8.   Sports Field(s)   12.Industrial Park



MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                                             55
Inside, Outside, All Around the Town | April 17, 2012                                                           ©2012 Morrison Kattman Menze, Inc.
NETWORK CRITERIA                                                                                          10.0
                                                                                                                 1
                                                                                                                      LV Gap Analysis
                                                                                                           8.0

                                                                                          7                6.0                         2
                                                                                                           4.0

                                                                                                           2.0

                                                                                                           0.0


                                                                                     6                                                      3



                                                                                                   5                       4
1. PLACES: Provide an intact, centralized grouping of buildings ,        5. ACCESS: Provide a network of multi-model transportation
    civic spaces, and people within a walkable urban core that creates      and/or accessible pedestrian patterns for all demographics
    a sense of "place" for the community.                                   connecting amenities throughout the urban core.

2. WALKABILITY: Provide a diverse offering of goods, services, 6. BRAND: Provide a place whose civic identity is rooted in the
    and cultural amenities within the urban core and surrounding            appreciation and promotion of a quality of life aimed at
    area.                                                                   accommodating a creative, interactive, and intergenerational
                                                                            offering for its residents and businesses.
3. WELLNESS: Provide an interconnected network of wellness-
    based services and programs that provide and promote a healthy       7. MARKET: Provide a local environment that offers a healthy and
    and sustainable lifestyle.                                              stable economy focused on demographic market demand,
                                                                            innovative collaborations, and local entrepreneurialism.
4. SAFETY: Provide an urban core that performs (and is perceived
    by the community as) a safe and secure environment.


MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                                                  56
Inside, Outside, All Around the Town | April 17, 2012                                                                ©2012 Morrison Kattman Menze, Inc.
NETWORK OUTPUT
            INDEPENDENCE
                                                                  The LV network structure is designed to allow
                                                                  residents to not only remain independent as they
                                                                  age, but utilize their activity to improve and interact
                                                                  with the community at large.



                                                        BUYING

             LIVING




                                                                       WORKING



                                              LV
                            COMMUNITY CENTER FOR
                              SUCCESSFUL AGING



                                                                 VOLUNTEERING
MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                                     57
Inside, Outside, All Around the Town | April 17, 2012                                                   ©2012 Morrison Kattman Menze, Inc.
STRATEGIES
HOUSING AS CATALYST FOR DIVERSITY




MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                     58
Inside, Outside, All Around the Town | April 17, 2012   ©2012 Morrison Kattman Menze, Inc.
STRATEGIES
SENIORS AS CRITICAL MASS FOR LOCAL BUSINESS




MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                     59
Inside, Outside, All Around the Town | April 17, 2012   ©2012 Morrison Kattman Menze, Inc.
STRATEGIES
SENIORS AS MOTIVATION FOR ENTREPRENEURIALISM




                                                               of the U.S. labor
                                                               force's growth
                                                               through 2016 will
                                                               be Age 55+


                                                        93%
                                                              Source: Pew Research Center, September 2009




MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                   60
Inside, Outside, All Around the Town | April 17, 2012                 ©2012 Morrison Kattman Menze, Inc.
STRATEGIES
SENIORS AS MOTIVATION FOR SOCIAL CAPITAL




                                                        CORRELATING COMMUNITY ATTACHMENT AND VOLUNTEERISM
                                               100%

                                                80%

                                                60%

                                                40%

                                                20%

                                                  0%
                                                           Volunteer within the Community            Donate to Local Organizations
                                                                          "Very Attached"   "Not Very Attached"
Source: AARP/Roper Public Affairs & Media Group of
NOP World, Beyond 50.05 Survey, 2004.

MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                                               61
Inside, Outside, All Around the Town | April 17, 2012                                                             ©2012 Morrison Kattman Menze, Inc.
STRATEGIES
SENIORS AS MOTIVATION FOR TRANSIT




               Annual Total Riders Per Age Group                                                              Annual Total Trips Per Age Group
800                                                                                          35,000
700                                                                                          30,000
600
                                                                                             25,000
500
                                                                                             20,000
400
                                                                                             15,000
300
                                                                                             10,000
200
100                                                                                           5,000

  0                                                                                              0
   2004                  2005                2006               2007                  2008        2004               2005              2006            2007                  2008

          Senior (60+)       Adult (18-59)          Student (K-12)     Infant (0-5)                   Senior (60+)     Adult (18-59)     Student (K-12)       Infant (0-5)

MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                                      Source: WOW! User Data, Provided 62by
Inside, Outside, All Around the Town | April 17, 2012                                                                                       ©2012 Morrison Kattman Menze, Inc.
                                                                                                                                          Wells Council on Aging, March 2009.
CONCLUSION
                                                                              1.
                                                                                          Cities and towns will react to
                                                                                          the rapidly aging population by
                         <3% in CCRC                                                      strengthening the promotion
                                                                                          and efficiency of their
                                                                                          engagement networks.




                                                                              2.
                                                                                          Cities and towns will rebound
                                                                                          from the projected census
                                                                                          retraction by embracing a
                      2010: 39.6 million people were 65+
                      13% of US population                                                development pattern that
                                                                                          incentives an intergenerational
                                                                                          community.

                                      2030: 72.1        million people will be 65+
                                                                   19% of US population


MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                                                                       63
Inside, Outside, All Around the Town | April 17, 2012                                                     ©2012 Morrison Kattman Menze, Inc.
CONCLUSION
COMMUNITY CENTERS FOR SUCCESSFUL AGING




MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES                                     64
Inside, Outside, All Around the Town | April 17, 2012   ©2012 Morrison Kattman Menze, Inc.

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Macro-Strategies for Intergenerational Communities

  • 1. Macro-Strategies for Intergenerational Communities Exploring how Communities will React to an Aging Population Presented by Zachary Benedict, AIA, LEED AP BD+C Morrison Kattman Menze, Inc. University of Indianapolis, Center for Aging & Community “Inside, Outside, All Around the Town” Workshop Tuesday, April 17, 2012, Indianapolis, IN ©2012 Morrison Kattman Menze, Inc.
  • 2. MACRO TOPICS 01 SHIFTING PRIORITIES: Discuss how evolving community development priorities have created DEVIANTS, encouraged isolation, and sparked socioeconomic migration. 02 CREATIVE DESTRUCTION: Explain how BRUCE WILLIS is a wonderful example of how Boomers envision aging and the growing importance of “engagement.” 03 NETWORK STRUCTURES: Illustrate how SESAME STREET is a perfect model for establishing an economic development strategy aimed at fostering an intergenerational community. MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 2 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 3. PART ONE SHIFTING PRIORITIES old criminals rich sick creatives normal educated poor MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 3 Inside, Outside, All Around the Town | April 17, 2012 loud ©2012 Morrison Kattman Menze, Inc.
  • 4. PRIORITIES WALKING TO SCHOOL 80% 70% 71% 60% 50% 40% 30% 20% 10% 18% 0% Source: Barbara McCann and Reid Ewing, Measuring the Percentage of Children who Percentage of Adults who Walked or Health Effects of Sprawl: A National Analysis of Physical Currently Walk or Bicycle to School Bicycled to School Activity, Obesity, and Chronic Disease, Smart Growth America – Surface Transportation Policy Report, (2003), p7. MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 4 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 5. PRIORITIES Indiana Population Growth from 2005 to 2040: 15% for 65+ POPULATION MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES Inside, Outside, All Around the Town | April 17, 2012 90% 5 ©2012 Morrison Kattman Menze, Inc.
  • 6. PRIORITIES 1. How will cities and towns react to the rapidly aging population? <3% in CCRC 2. How will cities and towns rebound from the census retraction? 2010: 39.6 million people were 65+ 13% of US population 2030: 72.1 million people will be 65+ 19% of US population MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 6 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 7. PRIORITIES “Incrementalism is the death of innovation.” Nicholas Negroponte MIT Media Labs Photo by Alex MacLean MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 7 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 8. PRIORITIES Average Lifetimes for Physical Capital Source: IEA (2000), World Energy Outlook 2000, p. 43 MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 8 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 9. PRIORITIES 31 TARGET CITIES EVALUATING SMALL TOWN INDIANA POPULATION= 10-25,000 PEOPLE 124% 100% 99% 89% 85% 80% 75% 55% % With Age 65+ Mean Commute Time Median Household % w/Bachelor Deg. or Income Higher U.S. Average Indiana Average Target City Average MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 9 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 10. PRIORITIES 1 PERFECT STORM 3 2 BRAIN DRAIN MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 10 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 11. 1. CREATIVES “Only by understanding the rise of this [creative] class and its values can we begin to understand the sweeping and seemingly disjointed changes in our society and begin to shape our future more intelligently.” Richard Florida The Rise of the Creative Class, p. xxvii © 2008 Richard Florida MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 11 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 12. 2. BRAIN DRAIN “Maybe it’s the Indiana attitude. I’ve never been anywhere that is so risk-adverse. A lot of parents just don’t value education, and they’ve passed that on to their kids. There's a lack of leadership. Indiana people seem to be content to be mediocre people living in mediocre cities.” -Richard Longworth Caught in the Middle, p48 Economic Incentives for Education in Indiana $20,000 $15,000 $17,470 $15,000 $12,700 $10,000 $8,490 $5,000 $6,700 $7,200 $0 Indiana US Average Average of Top 10 States Additional Earnings w/Associates Additional Earnings w/Bachelors Difference in Median Annual Earning Between College Graduates and High School Graduates in Indiana vs. the U.S. and the Top 10 States (18-64 Year Olds) for 2000. MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES Source: U.S. Census Bureau, 2000 Census 5% Public Use Microdata Samples. 12 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 13. 3. AGING BOOMERS MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 13 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 14. 3. AGING BOOMERS TRADITIONAL CCRC + SERVICES (assumes responsibility for nursing services and internalized care) SERVICE NETWORK (assumes collaboration with other community organizations and civic leaders in the offering of an ageographic service network aimed at providing successful aging though vibrant, intergenerational neighborhoods) MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 14 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 15. When I retire I want to drink beer and work on my car all day long. I know I won’t be able to drive the damn thing, but that’s not the point. I have worked hard, and when I retire that’s what I want to do. So give me a garage, a fridge full of beer, and leave me alone. Sure… come in to change my diaper, make sure I have a pulse – but then let me get back to changing my carburetor… ” …and if you won’t do it, I will pay for someone else to; and if I cant find anyone I will find friends of mine and we will just build our own damn garage and hire 30 full time nurses. Dr. Lowell Catlett Keynote Address AIA-IN+KY Convention Columbus, Indiana 2007 I have money. I am loyal, and I bring my friends. MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 15 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 16. MIGRATION Average Annual Net Migration Rates By Age, 1980-2000 1.5 Metro 1.0 0.5 0 -0.5 -1.0 UNDERSTANDING HOW THE CREATIVE ECONOMY IS Nonmetro -1.5 MAKING WHERE YOU LIVE THE MOST IMPORTANT DECISION OF YOUR LIFE. -2.0 Richard Florida 20 40 60 80 Source: USDA, Economic Research Service, using data from USDA-funded cooperative agreements (Fuguitt and Beale, 1996; Voss et al., 2004). MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 16 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 17. MIGRATION MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 17 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 18. MIGRATION “ People are being drawn to the convenience and culture of walkable urban neighborhoods across the country – even when those neighborhoods are small. ” Christopher Leinberger The Option of Urbanism (2007) 28% 60% “URBAN” RETIREMENT RELOCATION Studies have demonstrated that 28% of Studies have found 60% of baby boomers baby boomers plan to or are intrigued expect/plan to move and make a lifestyle by retiring in an urban, walkable adjustment in their 60’s. environment. 30% 36% WALKABLITY MARKET CATCHMENT A 2008 AARP poll found that almost 1/3 Of the 60% planning to relocate for of Americans age 50+ wanted to walk retirement, 36% will move more than more to services and entertainment. three hours away. MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 18 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 19. ENGAGEMENT “ Our enormous and rapidly growing older population is a vast, untapped resource. If we can engage these individuals in ways that fill urgent gaps in our society, the result will be a windfall for American civic life in the ” twenty-first century. Marc Freedman Prime Time: How Baby Boomers Will Revolutionize Retirement and Transform America (1999) MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 19 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 20. STRATEGIES Communities for a Lifetime Bill MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 20 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 21. STRATEGIES FORM-BASED CODES FORM-BASED CODES NATURAL TRANSECT ZONES URBAN TRANSECT ZONES T1: NATURAL ZONE T2: RURAL ZONE T3: SUBURBAN ZONE T4: GENERAL URBAN ZONE T5: URBAN CENTER ZONE T6: URBAN CORE ZONE MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 21 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 22. STRATEGIES FORM-BASED CODES Integrated CCRC - Mableton, GA, Atlanta Regional Commission (2010) Graphic courtesy Duany Plater-Zyberk & Company MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 22 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 23. STRATEGIES PURSUING LIFELONG VILLAGES lifelong village [lahyf-lawng vil-ij], noun, 1. A small city or urban village whose socio-economic development initiative promotes young and old to thrive together; 2. A redevelopment strategy focused on fostering intergenerational relationships and urban renewal through the accommodation of a rapidly growing aging demographic through nimble and collaborative support networks. MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 23 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 24. STRATEGIES PURSUING LIFELONG VILLAGES + + =  walkable network critical intergenerational neighborhood structure mass community LIFELONG VILLAGE MOVEMENT MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 24 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 25. STRATEGIES PURSUING LIFELONG VILLAGES RECIPROCAL REVITALIZATION SENIOR POPULATION: Seniors retained within existing community or migrating from outside the community. SENIOR SERVICE NETWORK (e.g., in-home care, transportation, etc.) LOCAL ECONOMY - private sector institutions benefiting from growing senior population (e.g., medical retail, restaurants, wellness facilities, etc.) INITIAL NETWORK: Services aimed at accommodating the supportive needs of seniors. RESULTANT NETWORK: Socio-economic activity offered by concentrated populations of engaged senior populations. MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 25 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 26. PART TWO ENGAGEMENT volunteerism arts transit education Percentage of People Age 65+ Reporting Good-Excellent Health 90% 80% 80% 70% 76% 74% 60% 68% 67% 60% 63% 63% 50% 40% 57% 57% 54% 47% Aging Population 30% 20% 10% retail 0% 65+ 65-74 75-84 85+ small White Black Hispanic business healthcare Source: "Older Americans 2008 Key Indicators of Well-Being", Federal MACRO STRATEGIES AgingINTERGENERATIONAL COMMUNITIES Interagency Forum on FOR Related Statics 26 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 27. ENGAGEMENT 86% PERCENTAGE OF 45+ WHO AGREE THEY WOULD “REALLY LIKE TO STAY IN THEIR CURRENT RESIDENCE AS LONG AS POSSIBLE. Source: AARP, Home and Community Preference of the 45+ Population, November 2010 UP, Pixar Films (2009) MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 27 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 28. ENGAGEMENT 80+ million Photo by Alex MacLean DISCONNECTED seen Suburban living in this country is becoming more of an epidemic than a development methodology when you consider that in 2000 “80 million Americans were either too young, too old, or too poor to drive.” Andres Duany, Elizabeth Plater-Zyberk and Jeff Speck, Suburban Nation: the Rise of Sprawl and the Decline of the American Dream (2000), pg 115 Beacon Hill Village, Boston, MA (www.beaconhillvillage.org) MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 28 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 29. ENGAGEMENT CORRELATING INABILITY TO DRIVE AND LEVELS OF SUCCESSFUL AGING 0% -5% 14% 17% 24% -10% -15% -20% -25% I am able to make choices that I have a high quality of life I am involved in the world and affect how I age people around me Source: AARP/Roper Public Affairs & Media Group of NOP World, Beyond 50.05 Survey, 2004. MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 29 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 30. ENGAGEMENT 54% of seniors cited companionship, an improved social life, and a relief from boredom as the reasons for their move.* THE VAST MAJORITY OF THE 55+ POPULATION DOES NOT WANT TO LIVE IN A COMMUNITY THAT LEGALLY LIMITS THE AGE OF ITS RESIDENTS. *Source: The American Seniors Housing Association, MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES The Independent Living Report (2009). 30 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 31. MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 31 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 32. ENGAGEMENT CORRELATING COMMUNITY ENGAGEMENT AND LEVELS OF SUCCESSFUL AGING 100% 90% 31% 80% 70% 60% 24% 39% 50% 40% 30% 20% 10% 0% I am satisfied with my life the I am able to make choices about I have a high quality of life majority of the time things that affect how I age High Low UP, Pixar Films (2009) MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES Source: AARP/Roper Public Affairs & Media Group of 32 Inside, Outside, All Around the Town | April 17, 2012 NOP World, Beyond 50.05 Morrison Kattman Menze, Inc. ©2012 Survey, 2004.
  • 33. ENGAGEMENT 84.0% participate in more activities then they used to 95.4% know more about their community’s services than they used to 70.5% feel healthier and more SOCIAL INTERACTION Surveys show that more than 88% active than they used to of NORC residents talk with more people than they used to. MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 33 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 34. ENGAGEMENT A Roseto Cornet Band rehearsing. Photo by Steve Schapiro. The Roseto Story: An Anatomy of Health, by John Bruhn and Stewart Wolf (1979), p68. “The Rosetans were healthy… because of the world they had created for themselves in their tiny little town in the hills. […] Living a long life, the conventional wisdom of the time depended to a great extent on who we were – that is, our genes. It depended on the decisions we made – on what we chose to eat, and how much we chose to exercise, and how effectively we were treated by the medical system. No one was used to thinking about health in terms of community.” Malcolm Gladwell, Outliers: The Story of Success (2008), pg 9-10 MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 34 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 35. ENGAGEMENT = $$ MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 35 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 36. ENGAGEMENT 90 80 WALKABLE ENVIRONMENTS FOR AGING 70 60 50 40 30 20 10 SCORES <50 = CAR- 0 DEPENDANT AREAS Downtown Care Provider Source: Dodd Kattman and Zachary Benedict, Valuing Connectivity: Exploring the Importance of Civic Inclusion and Walkability for Senior Living, 2010 Rising Sun, IN (2011) Photo by MKM. MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 36 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 37. ENGAGEMENT ONE MILE WALK IN A COMPACT NEIGHBORHOOD ONE MILE WALK IN A SPRAWLING SUBURB A one-mile walk in Seattle’s Phinney Ridge takes you through a A one-mile walk in Bellevue, WA with cul-de-sacs and winding grid-like street network with a mix of residences and streets has few shops and services within walking distance. businesses. MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 37 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 38. ENGAGEMENT MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 38 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 39. ENGAGEMENT If failing urban environments like this can’t offer the ability to live (and age) in-place, the value their structure offers will quickly fade. To survive the coming decades, these environments must be reenergized. Bluffton, IN (2010) Photo by MKM. MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 39 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 40. CREATIVE DESTRUCTION +4000 +3000 +2000 +1000 Netflix 0 Blockbuster 2000 2002 2004 2006 2008 2010 CREATIVE DESTRUCTION defines economic growth caused by entrepreneurial risks that destroy previous business practices through their innovations. It was first coined by Joseph Schumpeter as a “process of industrial mutation that incessantly revolutionizes the economic structure from within, incessantly destroying the old one, incessantly creating a new one.”* *Capitalism, Socialism and Democracy, 1942 MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 40 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 41. DEMAND WORK/RETIRE BIRTH OCCUPATIONAL DURATION DEATH RATIO 0 AGRARIAN 16 70 72 27:1 0 INDUSTRIAL 18 65 75 5:1 0 21 62 82 INFORMATION 2:1 0 25 55 85 FUTURE 1:1 50%+ WORKING RETIREMENT MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 41 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 42. DEMAND IN THE LAST WEEK, PEOPLE AGE 60+… 88% engaged in at least one cultural, religious, or social activity 67% attended movies, sporting events, or group events 57% attended church, temple, or other 39% participated in volunteer work (18% at 10+ hours a week) MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 42 Source: AdvantAge Initiative Community Survey in Indiana 2008. Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 43. STRATEGIES UNIVERSITY-BASED RETIREMENT COMMUNITIES MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 43 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 44. STRATEGIES COMPLETE STREETS INITIATIVE MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 44 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 45. STRATEGIES VILLAGE-TO-VILLAGE (VtV) MOVEMENT Villages are membership-driven, grass-roots organizations run by volunteers and paid staff who coordinate access to affordable services including transportation, inspiring health and wellness programs, home repairs, social and educational activities and trips. www.vtvnetwork.org MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 45 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 46. STRATEGIES COLLABORATIVE SERVICES Age Qualified Services… In-Home Services: Members will have access to various care services ranging in a levels of need. Available services include assistance with activities of daily living (ADL’s), personal care, MENU Home Inspection and/or Repairs: Members will have access to accessing home repair services and annual “safety inspections” for their homes to ensure quality living arrangements. licensed home health, cooking, cleaning, light housekeeping and select errands. Transportation: Members will have access to limited public transportation as well as ability to reserve and utilize a Care Coordination: Members will be assigned a Personal Care member-only rental car service. Coordinator for their respective services and needs and be available to you and your family 24/7. Social and Wellness Programs: Members will have access to exercise classes, arts and crafts classes, wellness seminars, Adult Day Care: Members will be offered services provided in a speakers, day excursions and discounted use of local YMCA. congregate setting for a scheduled number of hours per week, including transportation, meals and activities. Accessibility: Neighborhood infrastructure will react to elder- friendly and accessible amenities (e.g., curbing, ramps, etc.). MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 46 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 47. STRATEGIES RESOURCING COMMUNITY E-VOLUNTEERISM MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 47 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 48. PARTSTRUCTURES NETWORK THREE MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 48 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 49. NETWORK BUILT ENVIRONMENT DAILY ROUTINE FUNNELS URBANISM REALITY MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 49 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 50. NETWORK MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 50 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 51. NETWORK BUILT ENVIRONMENT DAILY ROUTINE FUNNELS URBANISM REALITY SUPPORT NETWORK MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 51 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 52. NETWORK DESIGN MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 52 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 53. STRUCTURE ASSET MAPPING Lifelong village (LV) networks can shape a community development strategy that encourages and eventually relies on diversity, walkabilty, and social interconnection – all pivotal components in incentivizes smart growth and urban renewal. COMMUNITY APPRAISAL: Gather and review existing community information in an effort to quantify the current state of the network structure. GAP ANALYSIS: Review asset mappings against LV criteria and analyze what cultural amenities and social/service offerings are currently absent within the existing community. MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 53 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 54. IMPLEMENTATION In discussing how local municipalities can adopt a LV development model, a select group of government, civic, and community leaders are often gathered to discuss the urgency of these shifting priorities and how they may be addressed. Working charrette (2007) Photo by MKM. MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 54 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 55. NETWORK STRUCTURE 11 12 3 ½ MILE RADIUS 1 MILE RADIUS 4 10 1 2 5 9 3 6 8 7 1. State Highway 5. Middle School 9. City Park + Beach Kendallville, Indiana 2. Golf Course 6. YMCA 10.Library 3. Public Lake 7. High School 11.County Fairgrounds 4. Walkable Downtown 8. Sports Field(s) 12.Industrial Park MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 55 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 56. NETWORK CRITERIA 10.0 1 LV Gap Analysis 8.0 7 6.0 2 4.0 2.0 0.0 6 3 5 4 1. PLACES: Provide an intact, centralized grouping of buildings , 5. ACCESS: Provide a network of multi-model transportation civic spaces, and people within a walkable urban core that creates and/or accessible pedestrian patterns for all demographics a sense of "place" for the community. connecting amenities throughout the urban core. 2. WALKABILITY: Provide a diverse offering of goods, services, 6. BRAND: Provide a place whose civic identity is rooted in the and cultural amenities within the urban core and surrounding appreciation and promotion of a quality of life aimed at area. accommodating a creative, interactive, and intergenerational offering for its residents and businesses. 3. WELLNESS: Provide an interconnected network of wellness- based services and programs that provide and promote a healthy 7. MARKET: Provide a local environment that offers a healthy and and sustainable lifestyle. stable economy focused on demographic market demand, innovative collaborations, and local entrepreneurialism. 4. SAFETY: Provide an urban core that performs (and is perceived by the community as) a safe and secure environment. MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 56 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 57. NETWORK OUTPUT INDEPENDENCE The LV network structure is designed to allow residents to not only remain independent as they age, but utilize their activity to improve and interact with the community at large. BUYING LIVING WORKING LV COMMUNITY CENTER FOR SUCCESSFUL AGING VOLUNTEERING MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 57 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 58. STRATEGIES HOUSING AS CATALYST FOR DIVERSITY MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 58 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 59. STRATEGIES SENIORS AS CRITICAL MASS FOR LOCAL BUSINESS MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 59 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 60. STRATEGIES SENIORS AS MOTIVATION FOR ENTREPRENEURIALISM of the U.S. labor force's growth through 2016 will be Age 55+ 93% Source: Pew Research Center, September 2009 MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 60 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 61. STRATEGIES SENIORS AS MOTIVATION FOR SOCIAL CAPITAL CORRELATING COMMUNITY ATTACHMENT AND VOLUNTEERISM 100% 80% 60% 40% 20% 0% Volunteer within the Community Donate to Local Organizations "Very Attached" "Not Very Attached" Source: AARP/Roper Public Affairs & Media Group of NOP World, Beyond 50.05 Survey, 2004. MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 61 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 62. STRATEGIES SENIORS AS MOTIVATION FOR TRANSIT Annual Total Riders Per Age Group Annual Total Trips Per Age Group 800 35,000 700 30,000 600 25,000 500 20,000 400 15,000 300 10,000 200 100 5,000 0 0 2004 2005 2006 2007 2008 2004 2005 2006 2007 2008 Senior (60+) Adult (18-59) Student (K-12) Infant (0-5) Senior (60+) Adult (18-59) Student (K-12) Infant (0-5) MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES Source: WOW! User Data, Provided 62by Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc. Wells Council on Aging, March 2009.
  • 63. CONCLUSION 1. Cities and towns will react to the rapidly aging population by <3% in CCRC strengthening the promotion and efficiency of their engagement networks. 2. Cities and towns will rebound from the projected census retraction by embracing a 2010: 39.6 million people were 65+ 13% of US population development pattern that incentives an intergenerational community. 2030: 72.1 million people will be 65+ 19% of US population MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 63 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.
  • 64. CONCLUSION COMMUNITY CENTERS FOR SUCCESSFUL AGING MACRO STRATEGIES FOR INTERGENERATIONAL COMMUNITIES 64 Inside, Outside, All Around the Town | April 17, 2012 ©2012 Morrison Kattman Menze, Inc.