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WORLD BANK I-1 Strategic Vision Goals Objectives Problem Identification Alternatives Analysis & Evaluation Decision on Strategic Plan Priority Setting, Implementation Operations Monitoring I-1 Strategic Planning for Sustainable Metropolitan Transport
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WORLD BANK

I-1

Strategic VisionGoals

Objectives

Problem Identification

Alternatives

Analysis & Evaluation

Decision on Strategic Plan

Priority Setting, Implementation

Operations

Monitoring

I-1

Strategic Planningfor Sustainable

Metropolitan Transport

WORLD BANK

Conversation Between Alice (in Wonderland) and the Cheshire Cat*Alice: “Would you tell me, please, which way I ought to go from here?

Cat: 'That depends a good deal on where you want to get to,'

Alice: 'I don't much care where----'

Cat: 'Then it doesn't matter which way you go'

*Lewis Carroll

WORLD BANK

“When you come to a fork in the road, take it”*

* Yogi Berra, American Baseball Player and Philosopher

WORLD BANK

I-4

• Transport problems growing inmagnitude and complexity

• Related to other strategic issues: – Land use– Climate change, energy, local air quality– Safety, security, health– Economic competitiveness

• Transport too often implemented and operated in pieces with too little decision support information

Strategic Planning forMetropolitan Transport: Why?

WORLD BANK

I-5

Strategic MetropolitanTransport Planning (SMTP)

• Purpose of process is to serve strategic decisions for metropolitan transport

• Focuses on:– Major investment needs/priorities– Strategic (long-term, regional) operating and

management policies

WORLD BANK

I-6

• Improves decision making by providing essential decision support information

• Improves coordination of all transport and related policies and investments

• Helps achieve consensus– Transparency– Involvement

• Helps make best use of scarce resources of all kinds

Good Strategic Planning:Good Strategic Planning:Key to Successfully Dealing Key to Successfully Dealing

with Growing Challengeswith Growing Challenges

WORLD BANK

I-7

Effective SMTP“The 5-C Process”

• Comprehensive: Whole area, all modes• Continuous: Monitoring• Cooperative: All stakeholders• Connected: To $ decisions• Championed

SMTP5-C

Process

WORLD BANK

I-8

Strategic VisionGoals

Objectives

Problem Identification

Alternatives

Analysis & Evaluation

Decision on Strategic Plan

Priority Setting, Implementation

Operations

Monitoring

I-8

WORLD BANK

I-9

• Related to outcomes, e.g., safe, clean, affordable, not outputs, e.g., “4 ring roads + 50 km metro”

• Transport perspective goes beyond congestion considerations:– Access as well as mobility– Safety

• Vision has more than transport dimensions

Metropolitan VisionWhat Should the Metropolitan Area

Look Like in 20 Years?

WORLD BANK

I-10

Quality of Life:More than Green House Gas

Emissions

• Land use• Social and economic development, equity

– Gender equality– Needs of disabled

• All aspects of the local and global environment, e.g., open space, emissions

• Energy

WORLD BANK

I-11

Role of Land UseRole of Land Use

• Visual illustration of future quality of life

• Macro scale (10,000 meter altitude view) – Balance among jobs, housing, other

activities– Guide as well as “serve” land use

• Site-plan concepts

WORLD BANK

I-12I-12

What kind of future?

WORLD BANK

I-13

What kind of future?

I-13

WORLD BANK

I-14

• Analyze current and future (if current trends continue?) transport and related conditions, e.g.,– Congestion– Health

• Safety • Local air quality

– Climate change– Logistics costs– Economic, social development– Sustaining existing system

Define and Understand the Problems Needing Solutions4

WORLD BANK

I-15

• Causes, not symptoms• Congestion is only one symptom;

There are others• Focus on:

– Demographic, social characteristics – Land use – Operations and management – Pricing– Network characteristics

• e.g., structure, capacity, design, condition

Identify Underlying Causes

WORLD BANK

I-16

Symptom: Traffic Congestion

BeijingXian

Manila

Bangkok

WORLD BANK

I-17

Poor Land Use, Site PlanningA Possible Cause of Congestion

Auto dependent Residential

• Widely dispersed, single-purpose developments (“bedroom” communities)

• Site planning not pedestrian or transit friendly

• Site planning forces dependency on private, motorized modes

WORLD BANK

I-18

Dispersal of Urban Activities

“China: Building Institutions for Sustainable Transport”, Zhi Liu, Smith, et al, World Bank, 2006

WORLD BANK

I-19

Pedestrian, Bicycle, Public Transport Friendly?

Beijing

WORLD BANK

I-20

Demand SideA Possible Cause of Congestion

• Explosive population, income and motorization (2, 4 wheelers) growth

• Declining household sizes– Grown children moving to own homes– More trips per capita

• Changing travel patterns– Less core-focused, smaller O/D volumes– More non-work travel

WORLD BANK

Changing PT Changing PT Demand PatternsDemand Patterns

Accra, GhanaAccra, Ghana

2004

2013

WORLD BANK

I-22

Supply Side Causes of Congestion

• Pedestrian/Bicycle

• Public transport

• Roads

WORLD BANK

I-23

Pedestrian/Bicycle Problems

• Missing connectivity and coverage• Poor infrastructure condition• Little or no street lighting• Few protected crossings • Encroachment by hawkers, parking

– Poor enforcement

WORLD BANK

I-24

Poor Pedestrian Environment

Panjin

WORLD BANK

I-25

Public Transport Problems

• Little or no regulation– Safety, service quality

• Buses stuck in traffic• Route network

– Redundant, confusing, unmatched to needs • Insufficient and/or excess capacity • Inefficient fare collection• Poor quality infrastructure and equipment

WORLD BANK

I-26

Roadway Problems

• Insufficient arterial connectivity, capacity• Poor/non-existent secondary road system• Insufficient off-street parking• Poor traffic engineering• Poor design standards• Poor enforcement of traffic, parking rules• Infrastruture condition

WORLD BANK

I-27

Poor/No Secondary

Street Network

ManilaBangkok

WORLD BANK

I-28

Encroachment, Enforcement

WORLD BANK

Is Congestion the Only Transport Problem?

WORLD BANK

Other Transport Problems• Safety, security• Air quality• Climate change• Economic competitiveness, logistics• Sustaining the existing system

WORLD BANK

Other Problems with a Transport Dimension

• Economic competiveness and development

• Equity/Equality• Health• Access to housing• Etc.

WORLD BANK

I-32

Consider the Right Alternatives

• Begin with current and expected “no project” future issues

• Be multi-modal: In public transport studies, consider transit-supportive highway improvements, and vice-versa

• Include land use, systems management and operations policies in package

WORLD BANK

I-33

There Is No One, ”Always Best,”Type of Transport Improvement

• Cover a range of alternatives– Types of modes– Levels of investment: Not just high cost

options!!!!!• Consider more than just metros, ring roads

and flyovers. – Better management and operations– Street/roadway priority, other bus improvements– BRT– LRT– HOV lanes– Arterial/secondary road improvements

WORLD BANK

I-34

Rapid TransitOptions

WORLD BANK

I-35

Road Improvements

WORLD BANK

I-36

Be Multi-Modal

• Each alternative should be judicious combinations of:– Modes: Roadway, parking, and public

transport – Actions: Investment, management, and

operations improvements• New highway capacity projects (e.g., road

and expressway widening, new facilities) are excellent opportunities for dedicated public transport facilities

WORLD BANK

I-37

Mexico City Metro,ExpresswayBrisbane BRT

Leeds UK

Beijing BRT,Expressway

Barcelona LRT,Arterial

Road/PT Projects

Paris, Expressway Median Transitway

WORLD BANK

I-38

Land UseLand Use

Transport

Induce Serve

Land Use/Transport Relationship

WORLD BANK

I-39

Transport

Land Use

Continue current trend

Create new medium density

mixed use nodes, strengthen CBD

Homogeneous high-density

Emphasis exclusively NMT, PT/RT

? ? ?

Mixed modes ? ? ?Road

emphasis? ? ?

? Consistent LU/Transport Strategy

Strategic Metropolitan Transport and Land Use Alternatives

WORLD BANK

I-40

• Quantitative and qualitative factors• Focus on people rather than vehicles

– Travel times– Accessibility– Reliability

• Economic, environment, land use, energy, and social benefits and impacts

Develop Complete, Objective, Reliable Decision Information6

WORLD BANK

Money Matters

• Life-cycle costs (initial Invst., ongoing Ops.)

• Financial sustainability • Risk

– Higher costs than expected– Fewer resources than expected

WORLD BANK

I-42

Do Not Slant Analysis to Favor Pre-determined Solutions!!

• Biased assumptions– e.g., fares, capacity standards

• Non-competitive alternatives • Under-estimated costs• Inflated benefits• Ignored risk

WORLD BANK

I-43

Strive for Open Decision-Making • Make decision information available to the

general public in a timely fashion• Hear from all stakeholders, including

citizens - before decisions are made• Inform decision makers of stakeholder

concerns before they choose• Reflect outstanding stakeholder concerns in

next development phase

7

WORLD BANK

Do Not be Afraid to Defer Some Decisions to After Additional Planning

• For major investments, before selecting mode(s), general alignments, may need more detailed studies to nail down:– Costs– Benefits– Environmental, social impacts– Operational, physical feasibility

WORLD BANK

I-45

Project Identification (Alternatives Analysis)

Feasibility Study/Preliminary Design

Number of Alternatives and Level of Detail

Level of Engineering Definition, Level of Engineering Definition, Analysis DetailAnalysis Detail

Num

ber o

f Alte

rnat

ives

Num

ber o

f Alte

rnat

ives

Highest

Lowest

Minimal 30%Design

Final Design

Metropolitan Priority Corridors,

Alternatives

WORLD BANK

I-46

Remember the Basics!

Strategic VisionGoals

Objectives

Problem Identification

Alternatives

Analysis & Evaluation

Decision on Strategic Plan

Priority Setting, Implementation

Operations

Monitoring

I-46


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