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Angus Charette Seminar
Overview
What is a charette?
Your needs of a process like this?
Experience from elsewhere
How would we shape a charette?
Angus Charette Seminar
charettes
what?
how?
why?
when?
a method of making decisions with people by
design…..i.e. it is not an end in itself and is only one choice of engagement“
What is a charette?
Characteristics
Engagement
• Locates on site
• 3-5 days, workshop based
• Participative & transparent
• Multi disciplinary
• Integrates decisionmakers
What is a charette?
What is a charette?
Characteristics
Engagement
• Locates on site
• 3-5 days, workshop based
• Participative & transparent
• Multi disciplinary
• Integrates decisionmakers
Speed
• Live concept development
• Testing with stakeholders
• Visual; lots of drawing
• Process driven research
• Decisions
What is a charette?
Characteristics
Engagement
• Locates on site
• 3-5 days, workshop based
• Participative & transparent
• Multi disciplinary
• Integrates decisionmakers
Speed
• Live concept development
• Testing with stakeholders
• Visual; lots of drawing
• Process driven research
• Decisions
CHARATERISTCIS
What is a charette?
How are charettes organised?
concepts alternatives refinement plan
public review
participation
complexity
priorities
processes
sensitivity significance strategic change
Why a charette?
• complexity
• desire
• opportunity cost
sensitivity significance change management
participation
politics
priorities
processes
Tornagrain; 4,700 units GADF; 31,000 units Neilston;
community led regeneration
When a charette?
Need: the strategic brief
Scope: the project focus
Business case
Investor
community
Public policy
• High variability
• Unknowns
• Brokering relationships
• Risk/Value assessment
• e.g. Neilston Charter
Possibilities: multi stakeholder
Actions: key partners
Maintenance: changing partners
Implementation
Operation
• different types, different
contexts
When a charette?
Need: the strategic brief
Scope: the project focus
Business case
Investor
community
Public policy
• High complexity
• Defined areas
• Managing relationships
• Managing Risk/Value
• e.g. GADF
Possibilities: multi stakeholder
Actions: key partners
Maintenance: changing partners
Implementation
Operation
• different types, different
contexts
When a charette?
Need: the strategic brief
Scope: the project focus
Possibilities: multi stakeholder
Actions: key partners
Maintenance: changing partners
Business case
Implementation
Operation
Investor
community
Public policy
• Change management
• Quality management
• Managing relationships
• Investment value
• e.g. Tornagrain
• different types, different
contexts
Effectiveness
What is it that you think a charette could help
with?
Workshop 1 questions
Angus Charettes Seminar
Success
What would you want the outcomes of a
successful charette to look like?
Effectiveness
What is it that you think a charette could help
with?
Workshop 1 questions
Angus Charettes Seminar
charettespractice: Fiona Dickson, Gillespies
delivery: David Thompson, Fife
policy: Sandy Robinson, Scottish
Overview
What is a charette?
Your needs of a process like this?
Experience from elsewhere
How would we shape a charette?
Angus charette seminar
Timing Localising
Expectations Integration
• Work out right timing in each
place-does it replace or
augment existing processes?
• How long do people have
toinvest
• Does it raise expectations?
• Do public authorities need to
manage their own
expectations?
• If the charette fixes on
realistic issues, does it
engage more people?
• Approaches to issues and
partners
• Place based communities-
different for each charette
• Impacts-realistic options for
each place based on the
issues here
• Joined up local plan and
community plan
• Corporate approach by
public sector but also all
sectors
• What motivates
participation,by who? Why
do people get involved?
Workshop 1 charettes help..
• Agreed way forward for
most people that people are
comfortable with, with
agreed next steps
• Contentment among
participants AND vision to
create a satisfactory place to
live and work in
• Understand why not
everything can
happen…awareness through
participation
• Delivery designed through
consensus based on needs
and industry priorities to
deliver
• Realistic and agreed visions
which are deliverable
Workshop 1 success is..
Consensus and priorities Delivery by consensus
Participation and capacity Pragmatism
• Scales of focus, from region
to site
• Different questions at each
scale engage different
people
• Get the key question right; it
drives the process
Presentations David Thompson
• Place based, not thematic
• Diagramming checks issues
and where things are not
working
• Visualising alternatives,
known places
• Linking to processes eg MIR
• Services, assets, place
• Engaging people; lot of work
in advance
• Who leads at what scale;
from region to site?
• Success is about the drive of
people behind it
• Upskilling officers
• Fit for place governance
structure linking officers and
members
• Mainstreaming the learning
SCALES AND QUESTIONS ENGAGEMENT & LEADERSHIP
PLACE DRIVEN OPTIONS CAPACITY BUILDING
• Capacity
• Authentic participation
• Leading change
• Familiaisation-what venues?
• Community activation-
building relationships, local
resources, local groups
• Officers and elected member
briefings
• The ‘off piste’ issues
• Local briefing
Presentations Fiona Dickson
• Place based, not thematic
• Diagramming checks issues
and where things are not
working
• Visualising alternatives,
known places
• Linking to processes eg MIR
• Services, assets, place
• Day 1-technical workshop,
key officers. What are the
key issues, constraints?
• Day 2-public event; issues
and visioning
• Day 3-public event; way
forward
• Day 4-team working. bring
issues together, initial
concepts
• Day 5-interim feedback with
community
• Day 6-team working. bring in
new feedback, see where the
consensus is. Get the
concepts developed
• Day 7-final report back.Big
public event
ADVANCE WORK TYPICAL FORMAT
PLACE DRIVEN OPTIONS
• Context based briefing
• Open and transparent feedback
• Revolving process-stress the consultants!
Observations:
• Context: people and place matter
• Clarity: what is the strategic intent?
• Client: what is the role of the end user?
• Collaboration: how are people involved?
• Change: it is a constant
Engagement
Real time
decisions?
Speed
Concentrated
resources?
priorities
Informing masterplanning process
Issues:
• Authenticity: ‘theatre’ or open process?
• Status: fit statutory plans or separate?
• Impact: Fast design, slow delivery?
Workshop 2 questions
Angus Charettes Seminar
Experts
To achieved the desired outcomes, what would
the scope of the expert advisors be?
Community
How would the engagement process be best
organised to reflect the Angus contexts?
Experts
To achieved the desired outcomes, what would
the scope of the expert advisors be?
Workshop 2 questions
Angus Charettes Seminar

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Charettes lecture rev a

  • 2. Overview What is a charette? Your needs of a process like this? Experience from elsewhere How would we shape a charette? Angus Charette Seminar
  • 4. a method of making decisions with people by design…..i.e. it is not an end in itself and is only one choice of engagement“ What is a charette?
  • 5. Characteristics Engagement • Locates on site • 3-5 days, workshop based • Participative & transparent • Multi disciplinary • Integrates decisionmakers What is a charette?
  • 6. What is a charette? Characteristics Engagement • Locates on site • 3-5 days, workshop based • Participative & transparent • Multi disciplinary • Integrates decisionmakers Speed • Live concept development • Testing with stakeholders • Visual; lots of drawing • Process driven research • Decisions
  • 7. What is a charette? Characteristics Engagement • Locates on site • 3-5 days, workshop based • Participative & transparent • Multi disciplinary • Integrates decisionmakers Speed • Live concept development • Testing with stakeholders • Visual; lots of drawing • Process driven research • Decisions
  • 9. How are charettes organised? concepts alternatives refinement plan public review
  • 10. participation complexity priorities processes sensitivity significance strategic change Why a charette? • complexity • desire • opportunity cost sensitivity significance change management participation politics priorities processes Tornagrain; 4,700 units GADF; 31,000 units Neilston; community led regeneration
  • 11. When a charette? Need: the strategic brief Scope: the project focus Business case Investor community Public policy • High variability • Unknowns • Brokering relationships • Risk/Value assessment • e.g. Neilston Charter Possibilities: multi stakeholder Actions: key partners Maintenance: changing partners Implementation Operation • different types, different contexts
  • 12. When a charette? Need: the strategic brief Scope: the project focus Business case Investor community Public policy • High complexity • Defined areas • Managing relationships • Managing Risk/Value • e.g. GADF Possibilities: multi stakeholder Actions: key partners Maintenance: changing partners Implementation Operation • different types, different contexts
  • 13. When a charette? Need: the strategic brief Scope: the project focus Possibilities: multi stakeholder Actions: key partners Maintenance: changing partners Business case Implementation Operation Investor community Public policy • Change management • Quality management • Managing relationships • Investment value • e.g. Tornagrain • different types, different contexts
  • 14. Effectiveness What is it that you think a charette could help with? Workshop 1 questions Angus Charettes Seminar
  • 15. Success What would you want the outcomes of a successful charette to look like? Effectiveness What is it that you think a charette could help with? Workshop 1 questions Angus Charettes Seminar
  • 16. charettespractice: Fiona Dickson, Gillespies delivery: David Thompson, Fife policy: Sandy Robinson, Scottish
  • 17. Overview What is a charette? Your needs of a process like this? Experience from elsewhere How would we shape a charette? Angus charette seminar
  • 18. Timing Localising Expectations Integration • Work out right timing in each place-does it replace or augment existing processes? • How long do people have toinvest • Does it raise expectations? • Do public authorities need to manage their own expectations? • If the charette fixes on realistic issues, does it engage more people? • Approaches to issues and partners • Place based communities- different for each charette • Impacts-realistic options for each place based on the issues here • Joined up local plan and community plan • Corporate approach by public sector but also all sectors • What motivates participation,by who? Why do people get involved? Workshop 1 charettes help..
  • 19. • Agreed way forward for most people that people are comfortable with, with agreed next steps • Contentment among participants AND vision to create a satisfactory place to live and work in • Understand why not everything can happen…awareness through participation • Delivery designed through consensus based on needs and industry priorities to deliver • Realistic and agreed visions which are deliverable Workshop 1 success is.. Consensus and priorities Delivery by consensus Participation and capacity Pragmatism
  • 20. • Scales of focus, from region to site • Different questions at each scale engage different people • Get the key question right; it drives the process Presentations David Thompson • Place based, not thematic • Diagramming checks issues and where things are not working • Visualising alternatives, known places • Linking to processes eg MIR • Services, assets, place • Engaging people; lot of work in advance • Who leads at what scale; from region to site? • Success is about the drive of people behind it • Upskilling officers • Fit for place governance structure linking officers and members • Mainstreaming the learning SCALES AND QUESTIONS ENGAGEMENT & LEADERSHIP PLACE DRIVEN OPTIONS CAPACITY BUILDING • Capacity • Authentic participation • Leading change
  • 21. • Familiaisation-what venues? • Community activation- building relationships, local resources, local groups • Officers and elected member briefings • The ‘off piste’ issues • Local briefing Presentations Fiona Dickson • Place based, not thematic • Diagramming checks issues and where things are not working • Visualising alternatives, known places • Linking to processes eg MIR • Services, assets, place • Day 1-technical workshop, key officers. What are the key issues, constraints? • Day 2-public event; issues and visioning • Day 3-public event; way forward • Day 4-team working. bring issues together, initial concepts • Day 5-interim feedback with community • Day 6-team working. bring in new feedback, see where the consensus is. Get the concepts developed • Day 7-final report back.Big public event ADVANCE WORK TYPICAL FORMAT PLACE DRIVEN OPTIONS • Context based briefing • Open and transparent feedback • Revolving process-stress the consultants!
  • 22. Observations: • Context: people and place matter • Clarity: what is the strategic intent? • Client: what is the role of the end user? • Collaboration: how are people involved? • Change: it is a constant Engagement Real time decisions? Speed Concentrated resources? priorities Informing masterplanning process Issues: • Authenticity: ‘theatre’ or open process? • Status: fit statutory plans or separate? • Impact: Fast design, slow delivery?
  • 23. Workshop 2 questions Angus Charettes Seminar Experts To achieved the desired outcomes, what would the scope of the expert advisors be?
  • 24. Community How would the engagement process be best organised to reflect the Angus contexts? Experts To achieved the desired outcomes, what would the scope of the expert advisors be? Workshop 2 questions Angus Charettes Seminar