research workshop presentation

Welcome to the Planning Division’s

Research Resources

Workshop

Research Resources Workshop

Introduction to Data Sources

Formats, Products, Getting Started

Doing Research with GIS

Putting Research to Work in Scenarios

Question and Answer Session

SESSION 1

INTRODUCTION TO DATA SOURCES

by

Luis Nieves-Ruiz


Types of Data

Data Release Schedule

Examples of Data Sources

When to Use your Data


Types of Data

Primary

Secondary

Tertiary


Data Release Schedule

Annual

Other

Projections



Demographic

Economic

Land Use/Spatial

Other


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U.S Census Bureau/American Community

Survey

http://factfinder.census.gov/home/saff/main.html

?_lang=en

Bureau of Economic and Business Research

(BEBR)

http://factfinder.census.gov/home/saff/main.html?_lang=en

http://factfinder.census.gov/home/saff/main.html?_lang=en



Economic

Land Use/Spatial

Other


North American Industry Classification System (NAICS)

Several digit levels of complexity

NAICS 11 Agriculture

NAICS 112 Animal Production

NAICS 1121 Cattle Ranching


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Info USA

http://ocgis2.ocfl.net/imf/imf.jsp?site=ocfl

County Business Patterns

http://www.census.gov/econ/cbp/index.html

FRED

http://fred.labormarketinfo.com/default.asp


http://www.census.gov/econ/cbp/index.html

http://fred.labormarketinfo.com/default.asp



Demographic

Economic

Land Use/Spatial

Other


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Department of Revenue Codes

CODE DESCRIPTION

6930

CONTAINER NURSERY - ABOVE GROUND OPEN, SHADED OR GREENHOUSE

6900ORNAMENTAL LANDSCAPE PLANTS / TREES

6940MIXED CONTAINER AND FIELD NURSERY

6910FIELD NURSERY - IN GROUND OPEN FIELD OR SHADED


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•Committed Land Use Inventory

PDNAME TOTRESUNIT SFUNITS MFUNITS THUNITS TOTNONRESF COMMSF OFFICESF INDSF HMTSUNITS

Foothills of Mt. Dora PD 640 640 0 0 130744 130744 0 0 0

Colonial Sunflower 575 190 385 0 135634 135634 0 0 0

Windsor Services Office Park Building 0 0 0 0 2880 0 2880 0 0

Robert Allen Commercial 0 0 0 0 16800 16800 0 0 0



Demographic

Economic

Land Use/Spatial

Other


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Woods and Poole

Nielsen Claritas


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Nielsen Claritas Draw your own

polygon

Ten cents per

point/information

Used by market

consultants

%3Cmapr01null6%3Cmaprmap%3Cmapr01null6%3Cmaprmap


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Data use depends on the

following:

Question

Methodology

Not all data is suitable for

all projects


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Q: How Many people live within the RSA?

Methodology

GIS Analysis

Quantitative Techniques

Data Sources Used

U-Code Layers

U.S Decennial Census

BEBR 2009 Population Estimate


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Q: Is there enough Industrial Land to meet

2030 demand?

Methodology

Quantitative Analysis

GIS

Data Sources Used

Info USA

Woods and Poole

DOR Codes

Committed Land Use Inventory


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P: Study Food Production in Orange County

Methodology

GIS Analysis

Literature Review

Database Review

Data Sources Used

USDA Agricultural Census

DOR Codes

Info USA database

SESSION 2

FORMATS, PRODUCTS, AND GETTING STARTED

by

Janna Souvorova


Creativity and Inspiration for Project

Design

Types of Products and Outputs

Project Management Process

Project Maintenance


Creativity and Inspiration for Project Design

The 6 myths of creativity:

1. Creativity comes from creating types

You want everyone in your organization producing novel and useful ideas

2. Money is a creativity motivation

It is critical to match people to projects where their interest lie

3. Time pressure fuels creativity

Creativity requires an incubation period: let the ideas bubble up

4. Fear forces breakthroughs

People are more likely to have a breakthrough if they are happy

5. Competition beats collaboration

The most creative teams have the confidence to share and debate ideas

6. A streamlined organization is a creative organization


Creativity and Inspiration for Project Design

Effective kick-off and brainstorming sessions:

1. An army of one

Group brainstorming really does not work that well.

Being in a group creates a set of distractions that is difficult to overcome:

competition, desire to look good, social inhibitions.

However, it is an important exercise in team-building:

1) alternate individual brainstorming with group sessions; 2) ―brainwriting‖

2. Asking the right questions

It is important to define the problem right.

The goal should be quantity of ideas, not quality.

3. Bad ideas

When brainstorming, you should be generating, not evaluating ideas.



Design



Project Maintenance



1. Written documents

2. GIS products

3. Outreach materials

4. Online content



1. Written documents Report

White Paper

Summary

Policy recommendation(s)

Issue Brief

Issue(s) Series

2. GIS products Maps

Data layers

Technical memorandum

- data sources;

- assumptions;

- methodology;

- results

3. Outreach materials Boards

Presentation materials

Brochures & handouts

Minutes/transcripts from

an outreach campaign

PowerPoint presentation

4 Online content Web page(s)

Online information

storage (ftp sites)

http://www.orangecountyfl.net/NR/rdonlyres/ebzg3iadxkiamwfqcbuwakgmleg3frhrcbiv46yumo24fgrjgannhgaptf226vq26ouvxo3rmegrvkvvhvknvauoalh/SR436SR50IssuesIdentificationReport.pdf

http://www.orangecountyfl.net/NR/rdonlyres/etpjpppje6oqmhmhqpsmsap7dxy7dshnxelso5nj5vbi7bvx77rbd2tlofl6yla7zuut6cgoso7tj7oz6aww545q7ad/FoodProductionWhitePaperFinal.pdf

http://www.orangecountyfl.net/NR/rdonlyres/efmwsmwsm3unifh3h66jfhxvjknvpigr2n24tjfm7i3lduxkevnmtk7oori6j4zhp3ovy77wts3wv3hsx24silii3qb/7thIssueGreenEnergy.pdf

http://www.orangecountyfl.net/cms/DEPT/growth/planning/researchintergov/fiscalimpact.htm

http://www.orangecountyfl.net/NR/rdonlyres/er2ewohcg2pbfdspxa4pssi35c25a7we3lubdtr7w2gbogiumopeiscujynw66f6anhqfxfdw2wg6ghksslj3za4eph/SR43650Area.pdf

http://www.orangecountyfl.net/cms/DEPT/growth/planning/researchintergov/InfillandRedevelopmentConferences.htm

http://www.orangecountyfl.net/NR/rdonlyres/ec3ei6q3fqfmetml5tjc4orowlyyvbctwnb6bcm7vyb4kilhmg2k2udob4ltwancgu4ukm2ljhwtofnmg5ikhsxxo7c/OCEZDAIncentivesBrochure090107General.pdf

http://www.orangecountyfl.net/cms/DEPT/growth/planning/researchintergov/interjurisdictional_land_development_code_meetings.htm

http://www.orangecountyfl.net/cms/DEPT/growth/planning/researchintergov/interjurisdictional_land_development_code_meetings.htm

http://www.orangecountyfl.net/NR/rdonlyres/en5ovnkm2lcu2t6niyz73mv4xtzx7tv2vetbqdddj4gtyo346ibjmrmasu4tneuzarh7rlra7ak5kqmajbbtbrqr5cg/HoffnerSmallAreaStudyCommunityMeeting20091217.pdf

http://www.orangecountyfl.net/cms/DEPT/growth/planning/43650arearedevelopmentplan.htm



Design



Project Maintenance



Your responsibilities as a project manager:

1. Establishing a project schedule

2. Defining the scope of the project

3. Proving periodic briefing to management staff

4. Serving as a resource to team members

5. Keeping the project focused and on schedule

6. Ensuring quality control and quality assurance



Steps in managing a project:

1. Identify a project goal

2. Define the scope, approach, limiting constraints

3. Establish a project schedule

4. List available resources that may be used for

background and information

5. Develop an outreach plan (if applicable)

6. Compile the project team

7. Schedule the project kick-off meeting

8. Develop a monitoring and reporting system

9. Ensure implementation and follow-up




1. Identify a project goal

What is the purpose of the project, study, process, or paper?

Why is it necessary, or being done?

2. Define the scope, approach and limiting constraints

Scope – describes the work required

Approach – describes the manner in which you will achieve the scope

Constraints – time, costs, support and resources




3. Establish a project schedule

Provide specific due dates for delivery of

products and services and describe the tasks

Include data collection time

Include outreach activities and important

meetings (if applicable)

Include project hearing and approval dates (if

applicable)

Build in time for review of draft products




4. List available resources that may be used for background and information

Economic/demographic and spatial data sources

Technology (prof. software, GIS, keypads, etc.)

Other Department and Divisions

Policies/Codes/Plans

Previous studies and reports

Professional organizations and their publications

Communication Division (if any outreach is planned)




5. Develop an outreach plan (if applicable)

Create a list of stakeholders

Identify the issue, the message, the target

audience, and the tools used to distribute the

information

Develop an outreach schedule

Design a website component with materials for

posting and schedule frequent updates




6. Compile the project team

Balance your team

Define roles and expectations

Match the team members’ interests to tasks

Maintain organization and ensure that one key person is responsible for each

major task

Always acknowledge and give credit for contribution




7. Schedule the project kick-off meeting

Prepare an agenda and a draft outline

Establish a regular meeting time and place

Ensure that you are gathering the team’s

feedback and making necessary adjustments

8. Develop a monitoring and reporting system

Keep the project on schedule, provide

updates

9. Ensure implementation and follow-up



Design



Project Maintenance


Project Maintenance

Project evaluation

measurement mechanism

evaluation schedule

Project implementation

implementation schedule

major milestones

Project update

monthly/annual/bi-annual/as-needed

Web site maintenance

maintenance schedule

person responsible

Data storage

SESSION 3

DOING RESEARCH WITH GIS

by

Manan Pathak

Doing Research With GIS

Understanding GIS

and Extensions

Spatial Analyst

CommunityViz

Getting Started Source: latlabrafael.wordpress.com


GIS – Geographic Information SystemSet of computer tools that for working with data that are tied to a

particular location on the earth

Three components: Arc Map - Arc Catalog - Arc Toolbox

Helps planning, public works, engineering, and

government professionals with decision-making

Comprehensive Planning as an Example

Policy decisions on long-range changes to a community’s physical

environment and citizen participation

Socioeconomic and commercial demographics combined

to facilitate analysis and provide insights for community building


ArcGIS Extensions 3D Analyst – Provides powerful and advanced visualization analysis

Spatial Analyst – Broad range of powerful spatial analysis tools

Network Analyst – Network based spatial analysis (routing, directions)

Schematics – Schematic representation of ArcGIS Geodatabase

Geostatistical Analyst – Spatial data exploration using statistical methods

Survey Analyst – Suite of survey measurement-based analysis

Tracking Analyst – Sophisticated analysis of time-related data

County Layers




Query

Queries extract features or records from a data

table and isolate for further use, such as printing,

calculating statistics, editing, graphing, or doing

more queries.

Two main categories: Attribute and Spatial


Spatial Analyst Spatial Analyst provides a broad range of powerful spatial modeling

and analysis tools.

You can create, query, map and analyze cell –based raster data,

perform integrated raster-vector analysis, derive new information from

existing data, and query information across multiple data layers.


CommunityViz Planning software that runs on a GIS platform

Scenario 360 and Scenario 3D

48

Scenario 360

and Site

Builder 3D

toolbar

360 Set up

360 Analysis

Scenario 360

Create and experiment with hypothetical scenarios

Assess economic, environmental, social, and visual

considerations

Make and change assumptions ―on the fly‖

View impacts of proposed changes

Create 3D visualizations of scenarios



Scenario 3D

Creates beautifully realistic, interactive, sharable 3D scenes.

Google SketchUp models can be imported to create context-related

visualizations


Northgate Redevelopment Case Study using CommunityViz

Created new building points at the centroids of the existing building footprints:

Base Scenario: land uses and square footage from the PA website

Wellness Village Scenario: square footage, density and other development parameters assigned based on a proposed development program

Ran the Common Impacts Wizard to compare the Base Scenario and the Wellness Village Scenario



Getting Started on a GIS Project – http://www.esri.com

Decide on a general topic of interest and research question

Select the tool or model to use

Determine the data needed for the project

Write the proposal according to established guidelines

Sources for free training (Virtual Campus) and recommended

trainings

http://training.esri.com/gateway/index.cfm?fa=catalog.gateway

County staff that can help

http://www.orangecountyfl.net/cms/DEPT/growth/fiscal/gis.htm

http://www.esri.com/

http://training.esri.com/gateway/index.cfm?fa=catalog.gateway

http://www.orangecountyfl.net/cms/DEPT/growth/fiscal/gis.htm

SESSION 4

PUTTING RESEARCH TO WORK IN SCENARIOS

by

Alissa Barber Torres

Putting Research to Work

Scenario Planning

Trend Analysis

Using Indicators

Putting It All Together


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Scenario Planning

To make sense of all this…..

housing foreclosures hunger

H1N1 virus recessionunemployment budget deficits

climate change homelessness

commercial foreclosures

water supply fossil fuels


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Why do scenario planning?

Organize staff knowledge and insights

Gather the public’s feedback

Use possible outcomes as a learning tool

Form plans of action

Meet the needs of agencies/funders (FHWA)

Practice within planning profession

Deal with the problem of too much information


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Scenarios are

―plausible, but structurally different futures‖

(Heijden 1996)

stories that use consistent interpretations of

possible future events (Avin 2007)

Not as linear as forecasts

Not valid without logic or cause for existence

Not inherently good or bad (no ―straw men‖

allowed—Avin 2007)


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Scenario planning and ―The Art of the Long

View‖ (Schwartz)

List driving forces (variables, trends, events)

Make a scenario grid (based on trends)

Imagine possible futures (stories from your

grid)

Brainstorm implications and actions

Track indicators (shows when scenario is now

reality)


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Scenario planning and ―The Art of the Long

View‖ (Schwartz)

Graphic from ―Your Future in 5 Easy Steps: Wired Guide to Personal Scenario Planning‖ (Wired Magazine)


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Schwartz’ advice on scenario planning

Include ―outsiders‖

Look far ahead

Start with both the present and the past

Do preliminary work in smaller groups

Hold workshops and discussion groups

Live in a ―permanent strategic conversation‖


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Avin’s advice on scenario planning

Don’t assume past patterns will make a

―baseline‖ (trends/markets change over time)

Clarify problems before goals and objectives

Limit ―megatrends‖, unless directly applicable

Limit total scenarios to 3 to 5 that are clearly

different (and brand using titles)

Use task forces and public forums

Get leadership support


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Trend Analysis

Collecting everything you need to know…

when you need to know it…

then fitting it all together.


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Trend Analysis—Data Sources

Email newsletters or RSS feeds

OPPAGA

Florida Trend

John Burns Real Estate

Planetizen

Urban Land Institute (ULI)

Local Initiatives Support Corporation (LISC)

Others?


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Trend Analysis

Google Reader

Organize your RSS feeds

Blogs and Twitter

Other RSS options…now in Safari and

Firefox, Microsoft Outlook 2007

Google Alerts

Receive emails with links to resources

Customize keywords and number of alerts

Daily or weekly email


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Indicators

how we know what we think we know about

scenarios and their stories


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Developing and tracking indicators

Can have several uses

May be used as evaluation criteria to compare

scenarios

May be used as monitoring criteria to

determine ―arrival‖ of a scenario

Can carry forward key points from process of

scenario development


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Developing and tracking indicators

Set benchmarks for measurement

Obtain public input to the extent possible

Survey established indicators in environment

for potential use (ex. HCI, myregion.org)

Monitor news, data releases, other sources

Evaluate developments quarterly


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Examples of scenario-based research


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Issue Briefs

Summaries

White Papers

Series—HOK Landscapes—the Futurity Series

http://campaign-archive.com/?u=4c3469dd28c20d086ef782e8b&id=ea2dba5f07&e=9fb2884b26





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HOK’s Futurity Trends…Do you agree?

Social change from Millennials*

Increasingly urban planet

Alternative energy

Climate change and sustainability

*Issue Brief at http://www.hok.com/Planning/pdf/Landscapes_June_2009/Social%20Change.pdf

http://www.hok.com/Planning/pdf/Landscapes_June_2009/Social Change.pdf


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HOK’s Futurity Trends…Do you agree?

Water and food supply shortages

Science and technology advances

New frontiers (life on the moon…)

Mega multi-national corporate growth


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myregion.org

■ Seven-county Central Florida region

■ Data collection for several reports

■ Values Study

■ Social Capital Survey

■ Several others (very useful for references and

indicators…)

■ Central Florida Regional Indicators report


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myregion.org■ How Shall We Grow? Regional Visioning

■ Public participation process

■ Four land use scenarios

■ Public voting online/Bright House

■ Selection of ―4C’s‖ scenario

QUESTION AND ANSWER SESSION

Thank you

for participating in the Planning Division’s

Research Resources Workshop.

research workshop presentation

Documents