Toolkits for smarter planning was an event focused on providing local authorities with digital tools to improve planning services. The event featured presentations from representatives of the Ministry of Housing, Communities and Local Government (MHCLG) and local authorities. MHCLG aims to support transformation of local planning through tools that enable housing diversification, streamline the planning application process, and improve housing delivery. Representatives from Milton Keynes Council and Transport for London discussed how their organizations are using funding and tools to improve planning services through automation, data integration, and collaboration. The event concluded with a discussion around hands-on use of planning toolkits.
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Toolkits for Smarter Planning
1. Toolkits for Smarter Planning
Monday, 26 November 2018
#smarterplanning
SUPPORTED BY
Photos will be taken at this event
For information about how we use photos or to tell us that you don’t want to be photographed,
please talk to a member of staff.
2. Peter Latham | @PeteLath
Head of Digital Land Policy, MHCLG
#smarterplanning
3. Our aim: to support
transformation of
local authority
planning & housing
services
12. Content
1. Meet the team
2. Introduction to MK
3. What do we want?
4. How do we get there?
5. What does that look like?
13. Meet the team
Debbie Hardy
Technical Planning
Manager
Brett Leahy
Chief Planner
Hazel Lewis
Head of IT
Ian Stirzaker
Principal Development
Engineer
Ratesh Sharma
Digital Services Architect
14. Introduction to MK
22 million
trees
Milton Keynes has
268,000
Milton Keynes has
a population of
37,000 homes
32,000 jobs
to 2031
Milton Keynes is
a high growth area:
Fastest growing
UK economy
We had the
In 2016
biggest
Milton Keynes
will be the
city outside of
London in the
southeast.
15. What do we want?
• To have Capacity
• To Enable
• To Empower
• To deliver Outcomes
• To promote Placemaking
16. How do we get there?
Planning Service applied -won
an award of £115k to develop
AI:
• Customer facing service
• Undertake the validation process
• Assess householder Permitted
Development applications.
Planning
Delivery Fund
20. Gavin McLaughlin | @TfL
Principal Planner, Transport for London
#smarterplanning
21. Healthy Streets
TAs, Preapps &
Property
Developments
Briefing for
Future of London
26/11/2018
Changes to TfL
Spatial Planning’s:
• Web guidance
(with launch event
Dec 5th)
• Preapp service
(with modelling
pathways)
22. Our role
Spatial Planning
Support the MTS, helping
deliver ‘good growth’ for
London.
We integrate land use &
transport planning; embed
Healthy Streets in local plans &
the London Plan; capture
developer funding for TfL.
Consult across TfL! ‘1 TfL voice’
TAs are produced for many
applications & checked by TfL
Spatial Planning & Boroughs.
24. HEALTHY STREETS TAS, PREAPPS & PROPERTY DEVELOPMENTS
Key feedback / findings
Our new ‘offer’
Planning application TAs now are too long, descriptive, & text-
based. Focus too much on vehicles & inside red lines instead
of walking, cycling & urban design. Data & methodologies
used can be unclear.
Sometimes TfL Preapp meetings do not help Developers or
Boroughs & our planning advice & requests, including for
modelling, S106 funding or other payments, seems to come
from a ‘black box’.
1) help Transport Consultants show clients & colleagues that
transport & sustainable, active travel are critical to the future of
London and its built environment;
2) expect the same Healthy Streets Approach from Developers
as we apply to our own work & internal projects;
3) help the planning system support growth at high densities if &
when the Healthy Streets Approach is used!
25. • https://tfl.gov.uk/info-for/urban-
planning-and-construction/
LAUNCH EVENT for Boroughs /
Consultants:
5th December, 10:30am
Web presence
Our role in planning
Guidance for planning
applicants
Guidance for Planning Applicants
More technical, aimed at applicants,
transport consultants, local officers
Our role in planning
More high level
aimed mainly at Boroughs,
public, other stakeholders
• Growth areas
• Section 278 process
• TfL & planning obligations
• Trip generation & modelling
• Transport assessments
• Our approach to assessment
• Urban design
• Policy influencing
• Mayor’s Community Infrastructure Levy
• Pre-application services
URBAN PLANNING &
CONSTRUCTION
Our role in planning
Pre-application services
Mayoral Community Infrastructure
Levy
Policy influencing
Growth areas
WebCAT
Guidance for planning applicants
Our approach to assessment
Transport assessments
Trip generation & modelling
Planning obligations
Highway Works
Travel plans
Our land & infrastructure
Conveyancing searches
Highway licences
Roadworks & street faults
Lane rental scheme
London underground & rail
protection
Planning & construction contacts
Planning & construction resources
26. • How?
- signposting Healthy
toolkit & policy targets
elsewhere
- new Active Travel Zone
assessment
- new Open Data & GIS
resources
- clear Vision Zero advice
Road Safety Audit
[compulsory before
Committee]
- new TA template
...the home of our new guidance &TA template
HEALTHY STREETS TAS, PREAPPS & PROPERTY DEVELOPMENTS
• More than just ‘TA
guidance’; general Best
Practice support for
applicants & their
teams
• Why?
MTS / new London Plan;
big practitioner culture
& behaviour changes
needed to boost Public
Transport / Active
Travel
27. Healthy StreetsTA
structure
[expected approximate Length]
1 Vision Statement [1 page]
- the Development proposal
(i.e. What isbeing built? Why? How will it support Healthy Streets& the MTS?)
Unique to your development! Not copied & pasted policy, guidance & ideasfromelsewhere.
2 Context & Key Challenges[3-5 pages]
(i.e. the site-specific Future Baseline travel conditionsyour development will relate and respond to)
- Site & Surroundings
- Active Travel Zone (ATZ, a20 minute cycle around Site fromWebCAT)
[map Vision Zero data& Key Routesto the site’sKey Destinations]
- Network (London-wide)
[including Cycling aswell asPublic Transport and highways]
Wherever possible, communicate visually using maps, photographs, drawings& diagramsinstead of text.
Research & show, with evidence, how the development’sContext & Key Challengeswill be on completion, not now.
3 Site & Surroundings[3-5 pages]
(i.e. how, if built, the development will function sustainably & encourage active travel at thisscale)
- Access
(hierarchically by mode fromWalking->Cycling->Public Transport-> to Private Vehicles[deprioritised])
- Servicing
(how have efficiencies& safety been designed in?)
- on-site/ nearby Public Realm
(how doesit meet our Healthy Streetsindicators& London Plan policy requirements? S278? RSAs?)
4 Active Car-Free lifestyles[3-7 pages]
(i.e. how the development will support & improve Key Journeysin the ATZ by...)
- Walking
- Cycling (espec. 400mto the nearest part of the current or future TfL Cycling network)
- to Public Transport
- to other Key Destinations(GLA Town Centre(s), Schools, Colleges, Hospitals, GPs, Parks)
5 Network Impact [1-3 pages]
(i.e. how/ why it will fit frictionlessly into the local & London-wide transport networks)
- Trip Generation
(especially Walking & Cycling, including Link Trips)
- Modelling (if required)
- Design solutions& Mitigation (e.g. S106, MCIL, CIL, etc.)
6 Construction [5-10 pages]
- TfL Freight Outline CLPtemplate
7 Outcome Statement [1 page]
Key Transport
Impacts/ Issues
Design solutions/
Mitigation
TfL / local authority
Response [with MTS/
London Plan policies]
Final position agreed
for Planning Committee
& the Mayor
Site & Surroundings
Active Travel Zone
(ATZ)
London-wide network
Construction
newTA template
TA production Resources
NOTE: please avoid
standalone documents,
unclear data sources &
‘show your working’ i.e.
clearly explain all
methodological steps
1. Vision
Statement
2. Context &
Key
Challenges
(site-specific
future
baseline)
3. Site &
Surroundings
4. Active car-free
lifestyles & ATZ
5. Network
Impact
6. Construction
TfL guidance/suggested
resources/tools:
Mayor’s
Transport
Strategy; new
London Plan;
Walking Action
Plan; Vision
Zero Action
Plan; Urban
Design London
TfL Business Plan;
TfL Improvements
& Projects; new
London Plan (inc
Table 10.1);
CityPlanner MTS
‘fingerprint’ & local
Borough mode
shift targets
Healthy Streets
Toolkit inc. ‘Small
Change, Big Impact’
case studies; TfL
Streets toolkit inc.
Streetscape
Guidance, London
Cycling Design
Standards, SuDS,
Accessible Bus Stop
Design guidance,
Kerbside Loading
guidance, our S278
team; Pedestrian
Comfort Guidance;
Better Streets
Delivered; Better
Streets Delivered 2;
TfL Deliveries Toolkits
& Freight publications
Liveable
Neighbourhoods;
Third LIPS guidance,
part 2 ‘Implementing
the MTS at a local
level’; + Spatial
Planning website!
Strategic Cycling
Analysis; TRICS;
Mayoral CIL;
Local Modelling
guidance;
Strategic
Modelling
guidance; our
Open Data; TfL
stations Crowding
open data; TfL
Rolling
Origin/Destination
open data; +
Spatial Planning
website!
TfL CLP Guidance &
template;
Construction
Logistics training
resources; Freight
Operator
Recognition
Scheme (FORS);
CLOCS
(Construction
Logistics &
Community Safety);
Helpful stuff elsewhere:
GLA
Supplementary
Planning
Guidance
(SPGs) e.g.
Night-time
Economy, Town
Centres, etc;
London
Environment
Strategy;
London National
Park City;
Mayor’s Design
Advocates &
Good Growth by
Design
London 2050
Infrastructure
Plan; DfT Inclusive
Transport
Strategy; Local
Plan & Local
Infrastructure
Delivery Plan for
LOCAL GROWTH
& PLANNED
INFRASTRUCTU
RE
UDL Slow Streets
source book; London
Greener City Fund;
London Tree Officers
Association standard
wording for conditions
Town Centre
Strategies; SPDs; Site
Briefs, etc. Local
Implementation Plans
(LIPs)
for all relevant
PROPOSED, OR
UNFUNDED
TRANSPORT
IMPROVEMENTS;
local Regulation 123
list for CIL spending
e.g. Hackney; Manual
for Streets; DfT Local
Cycling & Walking
Infrastructure Plan
Technical Guidance
relevant nearby
TAs for
CUMULUTIVE
IMPACT; Mayor’s
Crossrail funding
SPG; Crossrail 2;
Crossrail; National
Infrastructure
Commission;
HS2; Deloitte on
value of Open
Data to TfL
Considerate
Constructor’s
Scheme Michael
Barratt MBE’s best
practice hub
Applications
(what we want
to understand)
Baseline Future Baseline
(when development
finishes, not starts)
Future Baseline
+ Development
(impact)
Site Current built
design
Car & Cycle
Parking
Footway widths
(empirical
surveys of
existing, maps,
drawings,
photos)
Current built design
Neighbouring
Developments (as used
& maintained in X
years)
Accesses & Parking
(LC/PDS
compliant?)
S278 (Stage 1 RSA?)
Public Realm, PCLs
Active
Travel
Zone
(ATZ)
historic
PERS / CLoS
People flows
(Key Routes,
Pinch Points
etc.
Local
Attractors)
Local Plan growth, Town
Centre Strategies, SPDs,
LIPS/IDP improvements,
CYNEMON, WebCAT
TM
(confirmed, proposed
but unfunded & purely
aspirational projects;
PT/AT Journey
Experience)
HS Check for
Designers
OAPF DIFs
Healthy Streets
Audit?
(how are Car Free
lifestyles
supported?)
Network
(London-
wide)
TRICS
comparisons
PTAL, CTAL?
WebCAT
Strategic Cycling
Analysis
TRICS, other Tas
Growth Factors?
Investments in MTS /
London Plan TfL
Business Plan,
LTS future years
Trip Gen agreed +
local or strategic
Modelling (if needed)
-> service/capacity
enhancements via
S106
(if needed)
...travel to/from Sites assessed not
modally but spatially, at 3 scales.
Sections match specific London Plan policies & the types
of mitigationTfL can secure (S278, S106, CIL)
28. ActiveTravel Zone (ATZ) mapping in allTAs:
...Vision Zero & Healthy Streets integrated into analysis
• ‘Key Journeys’
e.g. development site
to buses on Kingsland
Rd
• ‘Key Destinations’
= bus stops, stations,
strategic cycling
network, town centres,
parks, schools/colleges,
hospitals/GPs
• ‘Key Routes’ = the
walks/cycles between
• KSIs &TfL Safer
Junctions also mapped
29. When/how Healthy Streets Check for Designers should be
used
+ procedure for audits byTDE & Road Safety teams at
applicants’ expense, for all S278s over £200k
30. What on?
TA contents, Modelling,
‘Showstoppers’
Who?
1-3 officers only from Spatial Planning
Planning & sometimes Strategic
Analysis.
Why?
Identify/prioritise key impacts, routes,
routes, etc.
Reduce/prevent/improve work later
When?
As early as possible in the life of a
property development project
How much?
Just £500 & applicants get £500 off
TfL Initial Screenings
(i.e. pre pre app); ‘Prevention, not cure’
• modelling requirements identified
& communicated to applicants
early
• updated ‘User Journey’ flow
charts at TfL website show who
will be involved & when, ‘step by
step’
• joint working internally to improve
Baseline validation so
Local/Strategic don’t give
contradictory results
• new Future Baseline Reports &
MTS ‘fingerprints’ for masterplans
Modelling pathways
clarity up-front on costs, sign-off, timing
31. Healthy Streets Check for Planning Assessment
Headline policy objective What TfL is looking for in an application
Strategic / site-wide At the street / plot / building
scale
Increasing the proportion
of trips made by walking,
cycling or public
transport
1. Patterns of land use that
support active travel and
public transport
2. Opportunities taken to
improve connections, so
places are accessible and
easy to understand
3. Movement on foot or by
cycle is prioritised over private
motor transport
4. Streets and public spaces
that enable good quality
access to public transport
services
5. Severance has been
tackled, with desire lines taken
into account
6. Streets are not dominated
by moving and/or parked
motor vehicles
7. Cycle parking well located,
accessible and of appropriate
quantity and type
Good Growth: a
supportive relationship
between public realm and
buildings
8. Active frontages,
appropriate ground floor uses,
and natural surveillance of
public spaces
9. Deliveries and servicing are
well integrated
10. Approach to public realm
design is distinctive and
relates to local and historic
context
11. Streets and public spaces
are attractive for a wide range
of activities and engaging for
people of all ages
12. Public realm can be used
flexibly through the day, week
or year, and can adapt to
changing circumstances
New elements:
• A one-pager that
consolidates the
whole Check into a
catchier ‘prompt’
version
• One visual page for
each Outcome
To do this, your help
is required!
Hands-on with toolkits
for smarter planning
When: Monday, 26 November, 2:30 to 5 pm
Where: LB Southwark, 160 Tooley Street
32. Gavin McLaughlin
Spatial Planning
5 Endeavour Square
Stratford
London E20 1JN
alexwilliams@tfl.gov.uk
020 3054 7023
Following today’s
presentation:
• RSVP for our
Dec 5 launch
event
• Help trial the
Healthy Streets
Check for
Planning
Assessment
33. Matthew Cain | @mcaino
Head of Digital and Data, LB Hackney
#smarterplanning
34. The part we’re playing in making
planning fit for the digital era
35. Technology isn’t changing what we do (yet!)
Context
● Our customers expect a more digital experience
● Our political environment is becoming more challenging
● The user need hasn’t changed - our scope to meet rising expectations must
36. We need to change more often, faster, at lower cost
● Focus on achieving change better - not getting it right now for the next five years
● Three key ingredients for change
a. Confidence between users, staff and technology
b. Separate data, process and interfaces
c. Working in manageable chunks
37. Overview of strands of work
Back office
system
Submit a
Planning app
Open Data
Standard
● Test cases - Jan 2018
● Public testing - Spring 2019
● Benefitting from the pre-app tool developed by Southwark
● Market review and trial of the highest scoring supplier
● Anticipating a go/no go decision in Jan 2019
● Project currently being designed
● Expected to take 6 months
38. We’re working with user-centred, Agile approaches
Agile
User-centered
Outcomes-
focussed
● 20 sessions with users
● More than 50 hours spent with planning officers
● Delivering working solutions in weeks
● Reporting fortnightly through Show & Tell
● Partnered with experts Snook and Hactar
39. Current submission journey
Do I need
permission?
What can/can’t I do?
What have others
done?
Selecting form Completing form(s) Uploading drawings
Paying and
submitting
Validation Resubmission
Read policy
documents
Read council
website
Visit duty planner
Enter address
to view site
constraints
Enter address
to view previous
applications
Copy reference
numbers
Paste reference
numbers
View application
and documents
Read guidance
Select form from
dropdown
Answer all
questions
Complete CIL form
Complete
ownership
certificate
Read list
Read validation
checklists
Pay online (with
additional fee)
Pay through
council website
Submit reference
number
Wait Re-submit
additional
details/drawings if
required.
Council
website
Find my nearest Planning explorer Planning portal Planning portal Planning portal Council website - Email
40. New submission journey
Do I need
permission?
What can/can’t I do?
What have others
done?
Completing form(s) Uploading drawings
Paying and
submitting
Validation Resubmission
Enter project
details and receive
guidance
Enter address
to view site
constraints
View previous
applications
Answer questions
relevant to
application
Upload what is
asked for
Pay online Receive
notifications
Amend application
Plan X Submit my Plan Submit my Plan Submit my Plan Submit my Plan Submit my Plan Submit my Plan Submit my Plan
41. Anticipated outcomes
To here:
● Complete user journey
● A simpler interface
● Not selecting application type
● Only asked for information that’s required
● Removing additional CIL form
● Specifying exact documentation
● Integrated payment
From here:
● c. 65% of applications are invalid
first time
● 40% of calls are people asking
what’s happened
● Customer satisfaction with the
process is low
42. Juliet Seymour | @lb_southwark
Planning Policy Manager, LB Southwark
#smarterplanning
Alastair Parvin | @AlastairParvin
CEO, Open Systems Lab
43. Social Regeneration
Thinking about how we represent and reflect what Southwark as a
place with people needs
Translating this to the office, inspire people, remove the clunky, opaque
systems
• Responding to people, open your eyes, look around you,
communicate, suggest improvements, point out issues, lead change
• Try to make some of this computer stuff work
44. Positive change
Digital – what’s the plan?
• To have an easily accessible planning service with clear and well
communicated information
• To be able to do everything on a computer
• To have a system where everything links together
• To only ask applicants for information that we do not have
• To cut out tasks which don’t need to be done
• To enable people to be creative and apply themselves to the planning
issues
46. Next steps
• Mid-December: online summary of event
• 27 Nov: Council-led Housing Forum – strategic approaches and
scaling up
• And more in 2019!
#hashtag