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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

Introduction to Data Sources

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


 Demographic

Economic

Land Use/Spatial

Other


U.S Census Bureau/American Community
Survey
http://factfinder.census.gov/home/saff/main.html
?_lang=en

 Bureau of Economic and Business Research
(BEBR)

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 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


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
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Demographic

Economic

 Land Use/Spatial

Other


 Department of Revenue Codes

CODE DESCRIPTION

CONTAINER NURSERY - ABOVE
GROUND OPEN, SHADED OR
6930 GREENHOUSE

ORNAMENTAL LANDSCAPE
6900 PLANTS / TREES

MIXED CONTAINER AND FIELD
6940 NURSERY

FIELD NURSERY - IN GROUND
6910 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

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Demographic

Economic

Land Use/Spatial

 Other


Woods and Poole
Nielsen Claritas

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map
%
6
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1 3Cmapr
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%3Cmapr


Nielsen Claritas
 Draw your own
polygon
 Ten cents per
point/information
 Used by market
consultants

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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
 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
 USDA Agricultural Census
 DOR Codes
 Info USA database

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SESSION 2
FORMATS, PRODUCTS, AND GETTING STARTED
by
Janna Souvorova

Formats, Products, Getting Started

 Creativity and Inspiration for Project
Design
 Types of Products and Outputs
 Project Management Process
 Project Maintenance


 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.


Creativity and Inspiration for Project
Design
 Types of Products and Outputs
Project Maintenance



1. Written documents
2. GIS products
3. Outreach materials
4. Online content



1. Written documents 3. Outreach materials
 Report  Boards
 White Paper  Presentation materials
 Summary  Brochures & handouts
 Policy recommendation(s)  Minutes/transcripts from
 Issue Brief an outreach campaign
 Issue(s) Series  PowerPoint presentation
2. GIS products 4 Online content
 Maps  Web page(s)
 Data layers  Online information
 Technical memorandum storage (ftp sites)
- data sources;
- assumptions;
- methodology;
- results


Design
 Project Management Process
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

Doing Research with GIS

 GIS – Geographic Information System
Set 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
 http://ocgis2.ocfl.net/imf/imf.jsp?site=ocfl


 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

Scenario 360
and Site
Builder 3D
toolbar

360 Analysis

360 Set up

48

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

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


Scenario Planning
To make sense of all this…..

housing foreclosures hunger

H1N1 virus recession
unemployment 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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Putting It All Together
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

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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

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Thank you
for participating in the Planning Division’s
Research Resources Workshop.

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Research Workshop Presentation

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