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Territorial Performance Monitoring (ESPON TPM project). Loris Servillo ASRO – KU Leuven 14/06/2012. Outline. General approach & Aim Structure: quantitative & qualitative analysis Mind map Road map General (methodological) considerations. Stakeholders. ESPON priority 2 Five regions: - PowerPoint PPT Presentation
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Territorial Performance Monitoring(ESPON TPM project)
Outline
General approach & AimStructure: quantitative & qualitative analysisMind mapRoad mapGeneral (methodological) considerations
Stakeholders• ESPON priority 2
• Five regions:• Flanders (lead stakeholder)• North Rhine-Westphalia• Navarre• Catalunia• Greatest Dublin Area
Project team
• Lead Partner: IGEAT - Institut de Gestion de l'Environnement et d'Aménagement du Territoire - ULB
• Research partner for each region:• Catalunia: Institut d'Estudis Territorial
• Navarra: Navarra de Suelo Residencial
• Greater Dublin Region: National Institute for Regional and Spatial Analysis – University Maynooth
• Nordrhein-Westfalen: Institut für Landes- und Stadtentwicklungsforschung
• Flanders: Planning & Development Research group, ASRO – KULeuven (+ coordination of qualitative analysis)
ESPON TPM project• The ESPON Territorial Performance Monitoring (TPM)
project addressed two main lines of work:
a general assessment and development of tools for regional monitoring of challenges defined at other scales
the practical application of the tools and ideas for monitoring the five stakeholder regions involved in the project
ESPON TPM projectThe aim of this project
(not to provide some form of “Dummy's guide to monitoring”) a reflection on the issue of translating European challenges
into regional realitiesa mean to assess the current monitoring practices in regionsan exchange of best practices between stakeholder regions
based on their monitoring experiencea laboratory to elaborate and test different techniques and
tools for monitoring
A particular issue brought forward by the stakeholders was the integration of qualitative information into a fields generally dominated by quantitative measurement.
Perception and levers identified in stakeholder regions
– Demography• manage impacts of external immigration and
ageing– Climate change
• technically managing impacts of climate change
– New energy paradigm• objectives determined at European level and
on policies implemented at national level– Globalisation
• most regions quite autonomous to include relevant policies
Challenges
MethodsQuantitative
Generalisation/coverageMajor differences
Statistical relationshipsgeneralisable results
Limited set of questions
Simplification of realityhard, objective, numeric data
ObjectivityStatistically sound methods
Objective data sets allow generalisations
Qualitative
Exploration/depthRestict data collection
more in-depth examinationless generalisable (based on a smaller group
of involved persons)
Complexityinformal approaches to capture differences
- holistic approach
InterpretationInterpretation processes
Risk of being “just a bit more than organised common sense”
Combined methodology
• Quantitative measures
Simple benchmarking with or without comparison with the EU
(ESPON 5-level approach)
+ interpretation, contextualization, ...
• Qualitative assessment
Based on expertise, surveys, delphi, focus groups ...
Possibly elaboration of pseudo-quantitative indicators
Global challengesMind Map
Demography
Globalisation
Energy
Climate change
General structure of the project
Qualitative analysis: appraisal questions• Awareness of the challenge (per challenge)• Explicitly/implicitly addressed• Discourses, forcasting capacity
• Planning context and resilience of the Planning System• Strategic capacity (vision and implementation)• Coordination, cooperation & participation• Monitoring capacity
• Effectiveness of policy approach(es)• Policy bundles• Encompassing strategy? Whose competences?
(policy level)• Coordination capacities
• Threats – Opportunities
Structure of the qualitative analysis• Desktop analysis done by the
different project partners;
• Two-step procedure of involvement of stakeholders:
1. questionnaire / semi-structured interviews;
2. feedback on first outcomes. Different techniques can be tested (focus group, or simple singular feedback from the stakeholders, ranking technique, etc)
quantitative analysis
Identification of crucial and contradicting aspects
Second round of stakeholders’ involvement
Final Reports(Set of ranked items)
Analysis of documents
Questionnaire and / or semi-structured interviews
Researchers Stakeholders
From the mind map to a tailor-made set of indicators
Discussion with each stakeholderIdentification of specific indicatorsConfrontation about the regional perception of the challenges
Toward tailor-made tools
EU-wide quantitative benchmarking HyperAtlas
EU-wide quantitative benchmarking: TPM Tools
indicators reflecting a situation and its evolution, but on which the territorial level considered – here mostly the regions – has no influence
indicators reflecting supra-regional constraints for which the regions may have to implement policies established on a larger scale, sometimes even at the expense of their own short-term interests
another version of the previous type consists in indicators reflecting constraints and policies present on supra-regional scales, for which a measurement on the regional scale is not necessarily relevant, but which can reflect the pursuit of other objectives
indicators reflecting regional situations on which regional authorities can actually have some influence through their own policies.
indicators that do not reflect regional realities, but rather the implementation of policies
Indicators
Outcome and general recommendations
Regional monitoring tools• Regions that have adopted the TPM indicators• Regions that have embedded the TPM experience in
their own monitoring activity/activities and adapted to the regional characteristics/needs
• Regions that have implemented the monitoring activities at lower level (differences within the regions)
Ideal (technocratic) model
Methodological recommendations
Conditions of success of monitoring in regional policy making:
• integration of monitoring system into clear/explicit vision
• clearly defined procedures on how to react to findings of the monitoring system
• sufficient resources for continuous update and maintenance
• shared ownership• a continuous “surveillance” of European policy
discussions and documents • relative political “neutrality” of monitoring system• long-term commitment to the monitoring process• permanent fora of contact with relevant experts
Methodological recommendations
What can ESPON do to support monitoring efforts in regions ?
Thematic research, including elaboration of innovative indicators and typologies
Continuous development of tools such as the ESPON Database and the ESPON HyperAtlas
Sustained maintenance of datasets, tailored to specific challenges, and specific European objectives
Methodological recommendations
Thank youloris.servillo@asro.kuleuven.be
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