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Personal travel planning projects in England
This is a pre-publication version of the following article:
Chatterjee, K. (2009). A comparative evaluation of large-scale personal travel planning projects in England. Transport Policy, 16(6), 293-305.
1
A comparative evaluation of large-scale personal
travel planning projects in England
Kiron Chatterjee
Centre for Transport & Society
University of the West of England, Bristol, UK
WORD COUNT: 8,150 (not including abstract, acknowledgement, references, tables
and figures)
Personal travel planning projects in England
This is a pre-publication version of the following article:
Chatterjee, K. (2009). A comparative evaluation of large-scale personal travel planning projects in England. Transport Policy, 16(6), 293-305.
2
Abstract
Findings are presented from a study assessing the effectiveness of large-scale,
residential-based personal travel planning (PTP) projects in eight areas in England.
The project evaluation results show consistent reductions in car driver trips with an
average reduction of eleven per cent. The mode of travel which experiences the most
substantial increase is walking with modest increases reported for cycling and public
transport. Results have not been disaggregated according to the type of participation
that individuals have had in projects, therefore it is not possible to identify how
project design influences outcomes. Despite the consistency of outcomes reported
and many aspects of good practice in project evaluations, there are some concerns
about evaluation methodology, notably that the estimation of outcomes might be
systematically biased. The main concerns relate to independence of evaluators,
sample sizes and survey response biases. A priority in future project evaluations is to
use independent evaluators and to collect aggregate-level travel data with which to
corroborate survey-based results and enable monitoring of outcomes over longer
time-scales. Another priority is to increase understanding of how design elements of
PTP projects influence behavioural outcomes and to develop appropriate research
methods to investigate this. Improved evaluations will better enable the value for
money of PTP to be assessed relative to other investment options.
Keywords: voluntary travel behaviour change, personal travel planning, evaluation,
travel survey
Personal travel planning projects in England
This is a pre-publication version of the following article:
Chatterjee, K. (2009). A comparative evaluation of large-scale personal travel planning projects in England. Transport Policy, 16(6), 293-305.
3
Acknowledgments
This paper draws largely on the evaluation findings from a research project
conducted on behalf of the Department for Transport (DfT), UK. As such, the author
would like to thank Jacqui Wilkinson and Daniel Barrett of the DfT, who were
responsible for managing the project. The author is grateful to his colleagues Jon
Parker and, Lynsey Harris of Integrated Transport Planning, Richard Armitage of
Richard Armitage Transport Consultancy, Jo Cleary of Cleary Stevens Consulting
and Phil Goodwin of the University of the West of England, Bristol, for contributions
to the project. Thanks are also due to the large number of individuals at case study
organisations and on the project steering board and expert panel who provided input
to the research. However, the views expressed in this paper are those of the author
and do not necessarily represent the individual views of members of the research
team, the organisations they represent, or the Department for Transport. Finally, the
author would like to thank the anonymous referees for their valuable comments on
the paper.
Personal travel planning projects in England
This is a pre-publication version of the following article:
Chatterjee, K. (2009). A comparative evaluation of large-scale personal travel planning projects in England. Transport Policy, 16(6), 293-305.
4
1. Introduction
Personal travel planning (PTP) involves directly contacting individuals with
the offer of information, assistance, incentives and motivation to enable them to
voluntarily alter their travel choices. PTP is an example of a voluntary travel
behaviour change (VTBC) measure and has also been referred to as personalised
travel planning and individualised travel marketing. In Japan, PTP projects have been
referred to as travel feedback programs. The concept of PTP has been deployed
worldwide since the 1980s. Its proponents claim that PTP projects can reduce travel
problems (e.g. congestion) without the need for expensive infrastructure projects or
unpopular restraint measures while detractors claim that the impacts of PTP projects
are modest and short-lived.
Small-scale trials of PTP took place in the UK between 1997 and 2002 before
the Department for Transport (DfT) part-funded a set of PTP pilot projects that took
place in 2003 and 2004. Seven of the pilots targeted households in residential areas,
while six targeted employees in workplaces and two targeted pupils in schools. In
addition, Transport for London (TfL), the transport delivery authority for Greater
London, also funded four pilot projects at this time. In 2004 a DfT commissioned
review was published on the experiences and potential for VTBC measures (Cairns
et al., 2004). PTP was one of ten VTBC measures assessed. Drawing on UK and
international experience, including interim results from the DfT and TfL pilot
projects, the review found that “personalised travel planning typically reduces car
driver trips amongst targeted populations by 7-15% in urban areas”. After the DfT
pilot projects were completed, it was concluded that the residential-based projects
provided more consistent results, larger impacts and better value for money than the
Personal travel planning projects in England
This is a pre-publication version of the following article:
Chatterjee, K. (2009). A comparative evaluation of large-scale personal travel planning projects in England. Transport Policy, 16(6), 293-305.
5
projects based on workplaces and schools, but that it is “…difficult to evaluate how
easily the results from these pilots could be replicated in other areas across the
country” (DfT, 2005).
Cairns et al. (2004) had noted concerns about evaluation methodology and
recommended that future opportunities for evaluation should be seized. They noted
that ‘…monitoring of planned large-scale projects…as part of the Department for
Transport‟s Sustainable Travel Demonstration Towns project may help to provide
more convincing evidence about the effects of such schemes.’ (Cairns et al., 2004, p.
130). A contrasting opinion was put forward in a report to the Australian
Government (AGO, 2006) which concluded that there is „…little further need to
undertake major evaluations of household projects, as…data is in broad agreement’
and in Australia ‘larger household projects routinely show decreases in car use of 4 -
15%’.
A review of Japanese PTP projects (Taniguchi et al., 2007) found an average
reduction in car use of 19% amongst participating individuals in residential PTP
projects. However, the authors noted that projects in Japan have been at a smaller
scale than those in Australia and UK – too small to assess their suitability as a
practical transport policy tool. Möser and Bamberg (2008) recently re-examined
international evidence on the impact of VTBC measures and, although their meta-
analysis of 72 projects (including PTP, travel awareness campaigns and public
transport marketing) yielded a mean increase of 11% in non-car trips (representing a
mean change in the proportion of non-car trips from 34% to 39%), the authors were
concerned about the methodological quality of the evaluations from which the data
had come.
Personal travel planning projects in England
This is a pre-publication version of the following article:
Chatterjee, K. (2009). A comparative evaluation of large-scale personal travel planning projects in England. Transport Policy, 16(6), 293-305.
6
The possibility of examining emerging evidence from new PTP projects arose
in 2007 when DfT appointed a team, including the current author, to research the
effectiveness of residential-based PTP in the UK and worldwide. The main aims of
the study were to identify the factors influencing effectiveness of PTP and to produce
guidance for clients and practitioners on how to deliver effective PTP projects. The
study involved detailed examination of eight case study areas in England with
investigation of PTP project delivery processes and outcomes. This was achieved
through interviews with project stakeholders and documentary analysis. Formal
meta-analysis was not attempted due to the relatively small number of projects and
the known heterogeneity of the projects (and their evaluations); rather, the intention
was to use differences between project results to deduce the factors affecting PTP
effectiveness. This paper summarises the findings of the study which relate to the
evaluation evidence and processes. Wider research findings can be found in Parker
et al. (2007) and practitioner guidance based on the study can be found in DfT
(2008).
2. The evaluation of PTP projects
PTP projects have generally been funded by public authorities and the
evaluation of public projects requires systematic investigation of their effectiveness
in achieving benefits for society and whether they represent good use of limited
resources. The main benefits from PTP projects arise from changes in travel
behaviour and the impact that these have on travel conditions, therefore a central part
of the evaluation of PTP projects is the assessment of changes in travel behaviour.
Personal travel planning projects in England
This is a pre-publication version of the following article:
Chatterjee, K. (2009). A comparative evaluation of large-scale personal travel planning projects in England. Transport Policy, 16(6), 293-305.
7
Although assessment of the costs of delivery of PTP projects is a major component
of evaluation, this paper focuses on project benefits rather than the costs.
Impact evaluation is concerned with a project’s inputs (resources used), its
outputs (directly attributable effects) and its outcomes (the short-, medium- and long-
term final impacts that arise for society). An impact evaluation assesses whether
intended outputs and outcomes have been achieved and whether a project provides
good value for money. Since PTP projects have no physical outputs of the kind
produced by infrastructure projects, the main emphasis is on evaluating behavioural
outcomes.
Process evaluation is concerned with the way in which a project is
implemented, and received by its target population, and is intended to help
understand how and why certain outcomes were achieved. It involves examining
whether the steps (or preconditions) that are needed for a project to reach its goals
are achieved, or not, and the reasons for this. Process evaluation supports adaptive
learning from experience and enables understanding to be gained which can assist
the design of future projects. Previous comparative evaluations of PTP projects
(Cairns et al., 2004; DfT, 2005; AGO, 2006; Taniguchi et al., 2007; Möser and
Bamberg, 2008) have concentrated on project impacts with less analysis of the
project implementation process and how this affects impacts.
The evaluation of any PTP project needs to reflect its specific objectives.
There may be a variety of motivations to commission a PTP project. For example,
projects might be aimed at outcomes such as increasing the number of trips by public
transport or decreasing the distance travelled by motorised vehicles. Local authorities
in England are required to monitor a large number of performance indicators (DfT,
Personal travel planning projects in England
This is a pre-publication version of the following article:
Chatterjee, K. (2009). A comparative evaluation of large-scale personal travel planning projects in England. Transport Policy, 16(6), 293-305.
8
2004; CLG, 2008) of which a number of these could be conceived to be potentially
subject to influence by PTP projects. Table 1 identifies these.
Table 1
Project sponsors may also have the objective of engaging as many members
of the public in PTP projects, or achieving a high level of satisfaction of the public
with the services offered to them in PTP projects. These can be considered as
intermediate outcomes that are likely to influence final impacts of a project.
It is clear that the motivations for PTP projects, and hence the performance
indicators that might be used in evaluations, are diverse. Comparative evaluations of
PTP projects have focused on the small number of indicators which are commonly
available from individual project evaluations. The two indicators providing the main
focus have been mode share (proportion of trips made by different modes) and the
number of car driver trips. The measurement of these indicators has generally been
achieved through travel surveys of individuals in PTP project areas. The distance
travelled by car has also been the subject of analysis in some PTP projects. There has
been little attempt (in comparative evaluations) to assess aggregate-level outcomes
such as traffic levels, congestion and public transport revenue. One exception has
been attempts to estimate aggregate carbon emissions reductions from individually
reported changes in distance travelled by car (AGO, 2006). Estimating aggregate-
level outcomes draws attention to the need to take account of all changes in travel
behaviour attributable to the PTP project – not just those by participants.
In any evaluation it is important that robust results are obtained. A number of
criteria for achieving robust results are now introduced. Validity is a fundamental
Personal travel planning projects in England
This is a pre-publication version of the following article:
Chatterjee, K. (2009). A comparative evaluation of large-scale personal travel planning projects in England. Transport Policy, 16(6), 293-305.
9
requirement of any evaluation. To achieve validity attention needs to be paid to
reliability (ensuring that results would be repeatable if conducted again in similar
circumstances), construct validity (ensuring that measurements are assessing what
they are intended to measure), internal validity (ensuring that measured impacts are
caused by intervention) and conceptual validity (ensuring theoretical explanation for
impact is supported by data). Also important is the longevity of impacts.
For evaluation results to apply to other persons, contexts, situations or times
it is necessary for them to have external validity (be generalisable). It is also
important that there is independence of evaluators from project delivery to avoid the
risk that results are biased towards a particular outcome. A final evaluation
consideration is consistency of evaluation designs between projects. The adoption of
consistent designs allows comparison and synthesis of results.
Even though PTP projects have been subject to substantial evaluation efforts
(much more than most other transport measures), the robustness of PTP project
evaluations has been subject of considerable debate with a number of criticisms
raised and rebuttals made. The reliability of project results has been questioned by,
amongst others, O’Fallon and Sullivan (2003) who identify inadequate sample sizes
and failure to report the sampling errors of results in past PTP evaluations. It has
been suggested that use of self-report travel surveys to obtain travel behaviour data
threatens construct validity due to response biases such as the under-reporting of
trips in surveys (identified by Stopher and Bullock, 2003) and social desirability bias
(identified by Bonsall, 2009a, as likely to be a particular problem in PTP
evaluations).
The research designs used in PTP project evaluations have been claimed to
decrease internal validity. Möser and Bamberg (2008) suggest that single-group pre-
Personal travel planning projects in England
This is a pre-publication version of the following article:
Chatterjee, K. (2009). A comparative evaluation of large-scale personal travel planning projects in England. Transport Policy, 16(6), 293-305.
10
and post- test designs (before and after surveys in project area without surveys in
control areas) have affected the ability to draw causal inferences. Gärling and Fujii
(2006) note the absence of the collection in travel surveys of ‘process’ measures
(referring to social-psychological measures such as beliefs and attitudes) to
supplement ‘effects’ measures (behaviour) and suggest that this limits the ability to
explain any measured changes in behaviour, thus threatening conceptual validity. It
is often noted that the longevity of PTP project impacts has not been demonstrated,
although public transport boarding data obtained in projects in Australia and
Germany has suggested that increased public transport use may be sustained up to
four years after the PTP projects (Cairns et al., 2004).
Stopher and Bullock (2003) identify a threat to external validity arising from
survey samples that are not representative of the population from which they are
drawn. The survey samples they examined contained a lower proportion of large
households than in the wider population. Their concerns about survey design and
sampling led them to estimate that the reduction in car use associated with IndiMark
PTP projects in Australia was likely to be have been over-estimated by a factor of
two. They also raise the concern that areas selected for PTP projects in the past are
not typical of the population of areas which will need to be considered for future
projects – further threatening the external validity of results. Both of these assertions
have been countered by those involved with the IndiMark projects (Roth et al.,
2003).
The lack of independence of evaluators has been noted by several authors.
Cairns et al. (2004) note that “the fact that those advocating the initiatives are
sometimes also responsible for monitoring them... has led to a lack of confidence in
conclusions amongst some professionals”. Möser and Bamberg (2008) raise an
Personal travel planning projects in England
This is a pre-publication version of the following article:
Chatterjee, K. (2009). A comparative evaluation of large-scale personal travel planning projects in England. Transport Policy, 16(6), 293-305.
11
additional issue in their meta-analysis of VTBC measures. They identify the risk of
reporting and retrieval biases where projects for which results are available are
systematically biased (potentially towards those that had favourable results).
The methodological quality of the project evaluations reviewed in this paper
will be assessed based on the above considerations so that a view can be taken on the
robustness of results and so that recommendations can be made for future evaluation
practice.
3. The English case studies
The research study investigated the experience of local authorities that were
making a significant commitment to PTP at the time of the study. The eight selected
local authority areas were Brighton, Bristol, Darlington, Lancashire, London,
Nottingham, Peterborough and Worcester. Table 2 gives details of PTP projects
conducted in the case study areas. It can be seen that the scale of the projects,
measured by the number of households targeted, ranged from about 2,000 to 30,000
(with the projects being delivered in 2005 and 2006 being considerably larger than
the earlier projects) and that, although most projects were associated with major
towns and cities, they varied in terms of their locations within the urban area (inner,
outer and edge locations), average income levels and other socio-economic
characteristics. In some cases the PTP project was the only significant intervention in
the locality whereas in others they were accompanied by physical or economic
improvements to non-car options.
The objectives of the projects involve both intermediate outcomes (such as
number of project participants) and final outcomes and impacts (such as modal
Personal travel planning projects in England
This is a pre-publication version of the following article:
Chatterjee, K. (2009). A comparative evaluation of large-scale personal travel planning projects in England. Transport Policy, 16(6), 293-305.
12
share) – although outcome objectives were rarely identified in terms of specific
targets. Many of the local authorities contracted Sustrans or Steer Davies Gleave
(SDG) to deliver their projects. In Brighton and London the projects were managed
in-house but with project support from SDG. There are a number of commonalities
between the TravelSmart®1 approach used by Sustrans and that used by SDG, but a
key difference is that, in TravelSmart, participants are provided with a menu of
information from which to select what they feel will be useful, whereas SDG use
travel advisors to engage potential participants in a short door-step conversation
during which they listen out for characteristics of travel needs and behaviour and key
motivators in order to determine what types of message and information are likely to
be relevant to that participant. The Nottingham Wollaton project, managed by the
city council, was unique in not involving personal travel advisors or a menu of
potentially useful items; letters were sent to residents with personalised travel
information including bus stop-based timetables and a smartcard prepaid with one
day’s free bus travel.
Projects varied in pre-project publicity, wider travel awareness campaign
work and the amount of working with community groups and events to promote
PTP. A particular feature of the projects in Darlington and Peterborough was the
establishment of loyalty clubs designed to engage participants and encourage them to
make pledges. These clubs also acted as a forum for motivational messages referring
to the health benefits of walking and cycling.
The organizations that conducted travel survey-based evaluations of the PTP
projects are shown in Table 3. Socialdata conducted a large proportion of the
evaluations but, in Brighton and London, specialist market research organizations
1 TravelSmart is registered by Sustrans as a trademark in the UK and uses the
IndiMark technique developed by Socialdata and supported by them in the UK
Personal travel planning projects in England
This is a pre-publication version of the following article:
Chatterjee, K. (2009). A comparative evaluation of large-scale personal travel planning projects in England. Transport Policy, 16(6), 293-305.
13
were contracted to conduct the evaluations. Often Socialdata has worked in
partnership with Sustrans, who manage the delivery of projects, while Socialdata
conduct evaluations and manage telephone and postal contact with project
participants. For the two recent Bristol projects (in Easton and Clifton/Cotham) the
delivery agent, SDG, also conducted evaluations but these involved small sample
sizes and were not aimed at providing statistically reliable results. For the
Nottingham Wollaton project there were no travel surveys, but bus patronage data
was used to assess impacts.
The research study occurred too early for survey results to be available for all
projects. However, for those projects where behavioural outcomes were not available
it was possible to obtain information on project participation rates and the process of
implementing the projects.
Table 3
4. Evaluation results
4.1 Intermediate outcomes
Table 3 shows that the participation rate (percentage of contacted households
defined as ‘participating’) exceeded 50% in almost all projects. However, the
definition of participating varied between projects. For example, in some projects, a
participating household is one receiving materials (‘materials’ being the various
forms of information, assistance, incentives and motivation), whereas, in the
Personal travel planning projects in England
This is a pre-publication version of the following article:
Chatterjee, K. (2009). A comparative evaluation of large-scale personal travel planning projects in England. Transport Policy, 16(6), 293-305.
14
TravelSmart projects, a household would also be defined as participating if it
included anyone using non-car modes even if they did not request materials.
At a more detailed level, project performance can be measured in terms of the
amount of materials distributed. Table 4 shows the distribution of information and
incentives/gifts to participating households across case studies and indicates that bus
timetables were the most commonly distributed information but that several other
forms of information and maps were widely used. Pledge cards were taken up by up
to one in five of participating households where they have been offered (Darlington,
Peterborough and Worcester). Personalised journey plans were less commonly
provided and home visits were very uncommon. Free bus tickets were provided for
everyone in the target area in one project (Nottingham Wollaton project), but only to
a small minority in most other projects.
Table 4
Customer feedback provides a direct way of assessing satisfaction with
services and there was some attempt to measure this as an indicator of project
performance, but sample sizes were small and results could not be considered to be
reliable.
4.2 Final outcomes and impacts
The travel behaviour outcomes reported by the case study projects as
attributable to PTP are shown in Table 5. The travel behaviour outcomes are based
on travel surveys undertaken before and after the PTP projects in the target areas.
Personal travel planning projects in England
This is a pre-publication version of the following article:
Chatterjee, K. (2009). A comparative evaluation of large-scale personal travel planning projects in England. Transport Policy, 16(6), 293-305.
15
Sample sizes for the project area surveys are shown in Table 3. Table 5 shows that,
in most cases, surveys were also carried at the same times in a comparison area to
enable the effect of background trends and other external influences to be estimated
(sample sizes are not shown for comparison areas but were at least half the sample
sizes in project area). Before and after surveys were usually conducted at about the
same time of year (although, in Peterborough and Worcester, evidence that levels of
travel activity were similar in Autumn and Spring was used to justify conducting the
after surveys in Spring even though the before surveys took place in Autumn).
The research design used in the evaluations represents a two-group pre- and
post- test design. It is not a randomised control group design since the project area
and comparison area are not randomly selected; it is a quasi-experimental design
where comparison areas are selected to be as similar as possible to the project area.
The trend for the comparison area is applied as a ‘correction’ to the results of the
before survey in the project area to provide an estimate of the counterfactual - what
would have happened in the event of PTP not being implemented in target area. The
changes in mode share and car driver trips and distance travelled by car shown in
Table 5 are estimated from travel diary data after taking into account the
counterfactual (except for Brighton Year 1 and Bristol Southville projects, where
comparison area surveys were not carried out).
The travel surveys were paper-based household surveys with one-day travel
diaries for each household member to complete (except in the case of the Bristol
Southville and Worcester projects where households members were simply asked to
report average weekly frequency of use of different travel modes). Generally,
independent (random) samples have been drawn from the project area and
comparison area populations for both the before and after surveys, although partial
Personal travel planning projects in England
This is a pre-publication version of the following article:
Chatterjee, K. (2009). A comparative evaluation of large-scale personal travel planning projects in England. Transport Policy, 16(6), 293-305.
16
matched samples and matched (panel) samples were used in some of the earlier
Bristol and Nottingham projects.
Table 5 includes information on other transport initiatives that took place in
the project and comparison areas between the before and after surveys and, to
provide context for interpreting the results, also includes any notable changes in
mode share measured in comparison areas (representing the counterfactual). Two
sets of results are provided for the Bristol Bishopsworth and Bishopston projects
because after surveys were carried out on two different occasions (unless otherwise
mentioned, results referred to in the main text of this paper are based on the second
after surveys).
Table 5 reports average changes in travel behaviour for the entire populations
of the target areas. Household surveys were distributed to random samples of target
population households and therefore included both project participants and non-
participants. Pre-analysis sample weighting has been applied in Socialdata
evaluations to ensure the same proportion of project participants (as defined by
Socialdata) in the survey samples as in the wider population and to ensure the same
distribution of gender and age in after sample as before sample. This means that
results can be considered to incorporate any diffusion effects from participants to
non-participants. It would have been informative to be able to report results in this
paper separately for project participants and non-participants, but this has not been
possible as it was not reported in project evaluation reports.
Referring to the results for changes in mode share, it is apparent that the share
of trips by car decreased in all projects for which results are available. Taking the
eight PTP projects whose results take account the counterfactual (three in Bristol,
one in Darlington, one in Lancashire, two in Nottingham, one in Peterborough) a
Personal travel planning projects in England
This is a pre-publication version of the following article:
Chatterjee, K. (2009). A comparative evaluation of large-scale personal travel planning projects in England. Transport Policy, 16(6), 293-305.
17
decrease in the share of car driver trips of up to 7 percentage points has been reported
with a project arithmetical mean decrease of 4 percentage points. The share of
walking trips is reported to increase by up to 6 percentage points with project
arithmetical mean increase of 3 percentage points. The project arithmetical mean
changes for other modes are 1 percentage point increase for cycling, 1 percentage
point increase for public transport and 1 percentage point decrease for car passenger.
The relative decrease in car driver trips varied from 4% to 13% with project
arithmetical mean decrease of 11%. This is based on 11 PTP projects (the eight
projects identified above plus three Worcester projects). The relative decrease in car
distance travelled varied from a decrease of 8% to a decrease of 15% with project
arithmetical mean decrease of 12% in car distance travelled. This is based on six PTP
projects (three in Bristol, two in Nottingham, one in Peterborough) for which results
were available for car distance travelled.
The statistical significance of changes in travel behaviour is not indicated in
Table 5 because it was not always reported in project evaluation reports and, even
where it was reported, there are some concerns about the basis for the tests used. This
issue is discussed further in section 5.1.
Overall, the results show a degree of consistency in car use reduction across
projects with increased walking often noted. There is no indication that higher
reductions in car use occurred when PTP was accompanied by other measures (such
as in Brighton Year 1 project, two Nottingham projects and Worcester Phase 1 and
Phase 2.2 projects), or that that differences in car use reduction are systematically
related to any other characteristics of projects such as scale or location.
It is perhaps surprising that walking increases substantially more than other
modes, especially considering that some areas included specific attempts to increase
Personal travel planning projects in England
This is a pre-publication version of the following article:
Chatterjee, K. (2009). A comparative evaluation of large-scale personal travel planning projects in England. Transport Policy, 16(6), 293-305.
18
cycling (Brighton, Darlington) and bus use (Nottingham) and considering that bus
information was the most popular material requested by project participants. It was
thought that the reported increase in walking might actually be due to an increase in
walking associated with bus trips (respondents were asked to record all modes used
on each trip) but, since such trips have been coded by Socialdata as bus trips, this
explanation can be ruled out.
The Socialdata project evaluations provide more detail on changes in travel
behavior: reductions in car travel did not vary consistently by time of day but were
larger for females than males; and increases in the number of trips within ‘own
neighbourhoods’ have been consistently reported in different projects (a finding
which is consistent with there having been a modal shift from car driver trips to
walking trips).
Cost-benefit analyses have not been conducted for the case study PTP
projects because, although results are available for mode share and car distance
travelled, the aggregate level data needed to estimate changes in indicators such as
travel time, bus patronage, accidents, air pollution and physical activity, have
generally not been available. In the Worcester Phase 1 project, bus patronage data
shows that the bus services promoted by the PTP project experienced higher growth
than other bus services in the town. For the Nottingham Wollaton project, where
travel surveys were not conducted, bus patronage was found to increase 5.5 per cent
on a year-on-year basis six months after the project.
Most of the after surveys were carried out about six to eight months after the
PTP project with no information available about outcomes over a longer period.
After surveys were repeated in two projects in Bristol. Results for Bristol
Bishopsworth suggest an increasing effect of PTP over time with decreases in the
Personal travel planning projects in England
This is a pre-publication version of the following article:
Chatterjee, K. (2009). A comparative evaluation of large-scale personal travel planning projects in England. Transport Policy, 16(6), 293-305.
19
share of journeys made by car of 1 per cent after six months and 5 per cent after 20
months. However, there was a counterintuitive increase in bus mode share of 5 per
cent after six months (before the bus upgrade). Results for Bristol Bishopston suggest
impacts were sustained over time (3 percentage point decrease in car driver trip mode
share after 3 months and 4 percentage point decrease after 9 months). It is to be noted
that the relatively small sample sizes of 300-400 in these two projects mean there is
more uncertainty associated with these results than with others reported in Table 5.
4.3 Process evaluation
As well as investigating outcomes (intermediate and final), the research study
examined the process of implementing the projects and how this was received by the
target populations. This was carried out through interviews with project stakeholders
(clients, delivery agents) and documentary analysis. The overall findings are reported
in chapters five and six of Parker et al. (2007). Most of these relate to what can be
done to achieve an effective and cost-efficient delivery process - although the link to
project outcomes is uncertain. The following paragraphs provide a flavour of the
findings.
Experience has shown that careful media planning is required to avoid
negative press coverage which can affect the reception of project by residents. For
example, in Brighton the project engaged a local authority press officer to
communicate with the media. Pre-testing of project branding and materials with
members of the target population has been found to be valuable to ensure they will
be positively perceived. In Peterborough the PTP brand slogan was changed from
Your travelchoice to My travelchoice as a result of pre-testing.
Personal travel planning projects in England
This is a pre-publication version of the following article:
Chatterjee, K. (2009). A comparative evaluation of large-scale personal travel planning projects in England. Transport Policy, 16(6), 293-305.
20
To achieve high participation rates, it is necessary for there to be attempts at
contacting households at different times of day and week with written invitations to
participate left with households if these are unsuccessful. Doorstep contact with
target population households can be supplemented by contact via community events.
In the Bristol Easton project the PTP project had a presence at seven community
events during the period of the project. Database management systems are required
to keep records on household participation - enabling efficient and timely processing
to be undertaken of materials requests and thereby increasing the public’s confidence
in the project.
Practitioners claim that PTP has more impact in areas with high car
ownership and use, local facilities, good public transport accessibility and local
recognition of congestion and environmental problems. They also suggest that
impacts per capita are greater when the scale of projects is larger. However, the
outcomes reported previously do not necessarily provide evidence of differential
impacts according to these criteria.
There has been some engagement of bus companies in PTP projects involving
contribution of staff time to the steering of the project and the open sharing of
information to assist the preparation of project materials (bus timetables, route maps
and incentives). Some bus companies have emphasised that they have other effective
methods to market their services. There has been limited evidence of engagement
with other sectors in PTP projects. For example, to engage the health sector it has
been suggested that projects will need to incorporate health considerations at the
outset (e.g. health-related project objectives, funding for health sector project
participation).
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In Brighton there was an in-depth investigation into the way in which PTP
influenced travel behaviour. An independent researcher was commissioned to
conduct interviews with 25 project participants, exploring their perceptions of the
project, the type of behaviour they changed and the factors inhibiting and motivating
change. A sample was selected which deliberately over-represented participants that
had changed their behaviour. It was found that travel advisors were perceived as
friendly and helpful, changes to travel behaviour were often facilitated by other
changes in people’s lives and local travel was most often changed. Even where no
change in behaviour occurred there was reported to be increased deliberation and
pre-disposition to change.
5. Evaluation methodology
5.1 An assessment of the case study project evaluations
Criteria for achieving robust evaluations were identified in section 2 and the
reported project evaluations are now assessed against these. It is important to note
that limitations in the resources available for project evaluations will have restricted
what was possible and the comments that follow should not be interpreted as
criticisms of the project evaluators.
Reliability
The size of the samples in the project surveys has been insufficient to provide
the prospect for changes in travel behaviour of 5% to be statistically significant at the
95% level. Stopher and Greaves (2007) estimate the need for sample sizes of
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between 3,000 and 4,000 households to estimate changes in distance travelled by car
with a sampling error of 5% for one day travel diary data and independent before and
after samples. Using matched (panel) samples and longer periods of travel reporting
(e.g. diaries for two or more days) would decrease sample size requirements, but
introduce greater risk of sampling bias from survey non-response and survey drop-
off.
Meta-analysis of results from several studies potentially allows greater
confidence to be placed in the results. Möser and Bamberg (2008) used this approach
to find an effect size (for PTP and related projects) with high precision (effect size of
0.11, with 95% confidence that it is between 0.08 and 0.13). The current study did
not attempt this because of the relatively small number of projects and the known
heterogeneity of the projects (and their evaluations). However, it is considered very
likely that a pooled result for the achieved reductions in car travel would have been
statistically significant.
Some of the PTP project evaluation reports did include statistical tests on the
estimated change in the mode share of car driver trips (calculated based on total trips
reported in the project area surveys). These have usually shown a level of statistical
significance with at least a 90% level of confidence (a 99% level was reported for the
Peterborough Phase 1 project). However, there is ambiguity about the appropriate
sample size to be used in this statistical test with the number of trips in the survey not
strictly appropriate, since multiple trips are made by the same person and trips are
therefore not independent. A more appropriate basis for statistical tests would be the
change in the distance by car travelled per person where it would be clear that the
sample size to use in statistical tests would be the number of persons in the surveys.
Unfortunately, access to the survey data was not available to conduct such a test.
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Construct validity
The possibility of response bias in self-reported travel surveys should be
checked by obtaining data on travel outcomes using other methods which are not at
risk from this response bias (such as aggregate-level travel counts). This could not be
done in the current study but is discussed further in section 5.2.
Internal validity
The two-group pre- and post- test design used in most of the project
evaluations made it possible to estimate the counterfactual and thus reduce the threat
to internal validity. The estimate of the counterfactual can have a large bearing on the
result obtained (sometimes tending to inflate any measured effect of the PTP and
sometimes tending to deflate it).
The adequacy of the estimates of the counterfactual may be called into
question by the fact that no decrease in car use was estimated in the comparison areas
in those case studies (Darlington, Lancashire, Peterborough and Worcester) in which
area-wide initiatives to promote non-car modes were taking place in the designated
comparison areas as well as in the PTP areas. It should be noted that the estimated
counterfactuals in these case studies were based on limited data and that more data
will be available on town-wide travel trends in the Sustainable Travel Towns at the
end of the five year implementation period. Although confidence in the estimated
counterfactuals would be increased if the survey results could be corroborated by
other data (e.g. aggregate-level data for car travel) for the comparison areas, this has
rarely been undertaken.
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These comments indicate the importance of careful selection of the
comparison area so that it is as comparable as possible to the project area (an issue
discussed by Stopher et al., 2009). It should also be noted that where data from valid
comparison areas is unavailable the counterfactual can be estimated by extrapolating
past trends or using modelled predictions of outcomes. Such methods were not used
in any of the project evaluations examined in this paper.
Conceptual validity
Gärling and Fujii (2006) have noted that past PTP evaluations have focused
on evaluating measures of travel behaviour effects rather than process which leaves
the question of conceptual validity unanswered. In the project evaluation reports
studied for this paper, travel behaviour results were not disaggregated in terms of
project participation (which, at the most basic level, would distinguish between
participants and non- participants), so it is not possible to test whether project
participation made a difference to outcomes. The main reason offered by evaluators
for not having attempted this analysis is that information on project participation was
not available from the surveys (which had avoided making reference to the PTP
project in case this influences survey response). However, it should be possible in
future projects to link survey respondents to project management databases in order
to be able to identify this.
Information could also be sought in travel surveys on social-psychological
measures (e.g. beliefs, attitudes, social norms, habits). The collection of this type of
information was not attempted in the travel surveys reviewed because of the risks of
over burdening respondents by asking for too much information and of including
subjective questions that might influence self-reported behaviour. However,
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collecting information on such measures would offer the possibility of better
understanding why behaviour changes. This would be most effective with the use of
matched (panel) samples where social-psychological and behaviour measures are
tracked over time for the same individuals. Social-psychological influences on
behavioual change can also be investigated through qualitative research of the type
conducted in the Brighton project. It is noted though that where the primary purpose
of an evaluation is to assess overall value for money then it is reasonable to
concentrate on estimating the average travel behaviour effects across a target area,
rather than seeking to explain individual behaviour change.
Longevity
The longevity of project outcomes has not been demonstrated. Long-term
monitoring was not available in the project evaluations reviewed in this study, but is
to be collected for Darlington, Peterborough and Worcester to evaluate the impacts
of initiatives in these towns at the end of the Sustainable Travel Towns programme.
External validity
A main threat to external validity is from survey samples which are not
representative of the population from which they are drawn. Random probability
samples were sought in the PTP evaluations. In the Socialdata travel surveys the
electoral register and commercially available telephone databases were used for the
sampling frame. Unfortunately, a significant minority of households are excluded
from these lists (the Small-user Postcode Address File, which lists all addresses
receiving less than 25 items of post per day, is the recommended sampling frame for
surveying households in the UK).
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A low response rate to a survey presents a serious risk to achieving a random
probability sample and efforts should be made to avoid this. Survey response rates
have been particularly high for Socialdata surveys (between 59 and 74 per cent) and
this helps to reduce survey non-response bias. The pre-analysis weighting of survey
samples that was conducted by Socialdata will have further addressed this. (It would
also be possible to compare characteristics of survey respondents to area population
characteristics (e.g. using census data) and to weight sample on this basis.) It has to
be acknowledged that, despite the steps taken, some households will not respond to
surveys for reasons confounded with the survey objectives (e.g. low level of
mobility, negative attitude towards public transport). This emphasises the desirability
of seeking corroboration of survey results from other data.
External validity is also threatened if areas selected for PTP projects are not
typical of the wider sample population of areas. The consistency of results for project
areas with different characteristics provides some assurance that this threat is low. As
results become available for more of the project areas within the Sustainable Travel
Towns of Darlington, Peterborough and Worcester (where large portions of the
towns are being targeted for PTP), there will be stronger evidence on whether the
results are generalisable.
Independence
Independent evaluators were commissioned in Brighton and Darlington and it
is interesting to note that lower reductions in car use were reported in Brighton and
Darlington than in other projects. It is apparent that local authority clients have
difficulty justifying the large costs required to commission independent evaluators (it
has been suggested that evaluation costs could exceed delivery costs if they did this).
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Reporting and retrieval biases
The risk of reporting and retrieval biases has been highlighted by Möser and
Bamberg (2008). These are not judged to present an issue in this study, as it proved
possible to obtain results for all the projects that were completed in the selected case
study areas.
5.2 Recommendations for future evaluation
Evaluations need to carefully consider the purpose of evaluation and the
information required (as discussed in section 2) before deciding on data collection
methods or their design. Table 6 sets out how different data collection methods can
be used to meet different information requirements.
Table 6
Secondary data on travel and traffic has generally been under-utilised in past
PTP evaluations. Aggregate-level, secondary data can be used to obtain information
on overall transport and travel outcomes and thus has the benefit of being directly
informative on outcomes such as congestion, emissions and public transport
patronage. It can also corroborate findings from household travel surveys. The costs
of obtaining aggregate-level data are minimal if it is being collected anyway for other
purposes.
Richardson et al. (2005b) have used a variety of aggregate-level data to study
the impact of a PTP project in Melbourne. The scale of the project, which involved
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30,000 households, lent itself to aggregate-level analysis as it would be expected that
changes in travel behaviour would be evident over a wide geographic area. The study
obtained traffic count data and public transport ticket and satisfaction data and
enabled coherent analysis to be made of project outcomes and for results to be
compared to those from a before and after self-report travel survey (Richardson et al.,
2005a). Although only initial results have so far been reported, this study is a
valuable reference for the employment of aggregate-level data in evaluating PTP
projects.
The challenge in using aggregate-level data is to identify data that is
geographically relevant for the project area and any comparison area. Aggregate-
level data may be available for a period of time before the project, so that assessment
of the impact of PTP can be made in the context of a longer term trend. Aggregate-
level data may also be in the form of continuously collected data over time (in the
case of automatic traffic counts, for example) which enables outcomes to be
monitored during and after the project and enables longevity of outcomes to be
assessed.
For obtaining individual-level travel behaviour outcomes it is suggested that
self-report travel surveys will continue to be required. Odometer readings have been
requested from survey respondents in some Australian project evaluations
(Richardson et al., 2005a; and Seethaler and Rose, 2009) and, if they can be obtained
for long duration periods (of a week or longer), they may allow much smaller sample
sizes to be used in self-report surveys than would otherwise be necessary. However,
the experience of Stopher et al. (2009) with odometer readings indicates that there
are concerns with reporting accuracy and such concerns lead Bonsall (2009b) to
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suggest that odometer readings should ideally be taken by survey staff or derived
from annual records kept for official purposes.
The use of portable GPS devices has potential to provide more accurate and
precise data on travel than possible from self reporting of trips. Their effectiveness
and feasibility is still being researched (Bonsall et al., 2006; and Stopher et al., 2009)
and it is not yet clear whether sample self-selection and conditioning effects will be
important obstacles.
Chapter 4 of DfT (2008) provides detailed guidance on the design of self-
report travel surveys for evaluating PTP projects and makes recommendations on
sampling strategy, sample size, survey design and survey administration. Although
Möser and Bamberg (2008) suggest a randomised control group post- test design
should be used in future VTBC measure evaluations, the use of the two-group pre-
and post- test design is perhaps more appropriate because it is unlikely to be feasible
in practice to randomly select project and control areas and the inevitable doubts
about the equivalence of control area and project area will make it difficult to avoid
inferring project outcomes which are really due only to differences between the
project and control areas.
It is difficult to decide whether to use independent or matched (panel)
samples; the latter offer much lower sample size requirements (perhaps only one
quarter of the sample size according to Stopher and Greaves, 2007), but may
introduce potentially serious survey drop-off and conditioning biases. Matched
samples offer particular advantages for the analysis of individual behavioural change
(e.g. what were the characteristics of individuals who decreased car use?).
The inclusion of social-psychological questions in travel surveys can help
explain behaviour change, but their use is only recommended when there is a
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theoretical basis for their influence on behavioural outcomes (see for example
Thøgersen, 2009) and when it is known in advance how they will be analysed. If
included, they need to be carefully selected and limited in number. Respondents need
to be directed to complete details of their trip making before answering these
questions. An alternative research method is to conduct in-depth, qualitative travel
behaviour research using depth interviews or focus groups. By selecting a range of
participants in the research, variations in responses made to PTP can be sought
amongst the project area population. This approach has the advantage of allowing the
factors that influence behaviour to emerge freely during discussion (rather than
requiring them to have been identified in advance), but it has the disadvantage of not
allowing statistical generalizations to be made about the project area population.
Customer feedback surveys can be employed to find out about materials
requested, their perceived usefulness, and the levels of satisfaction generated.
Comments volunteered by participants during such feedback can also provide
insights on how PTP influences travel behavior. Such comments are inescapably
selective and unrepresentative of the project area population but can be useful in
triangulating data from other sources.
The number of participants in a project and the nature of their participation
(e.g. materials requested) can be examined using the project database. The
effectiveness of the overall project management process (or particular parts of it) can
be examined through commissioning an independent evaluation of the process,
including interviews with those involved in the process and analysis of
documentation. More detailed guidance on conducting process evaluation is given in
section 5 of NERA (2006).
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To be able to address the outstanding evaluation methodological concerns,
future PTP projects will require a higher level of resource than has typically been
available. This is unlikely to be available in all projects (see, for example, Cohen,
2009) and evaluation resources may need to be concentrated on specific
‘demonstration’ projects. Such an approach has been adopted in Melbourne
(Richardson, et al., 2005a). With sufficient resources independent evaluators can be
commissioned and more exhaustive evaluation carried out using multiple research
methods (self-report travel surveys, aggregate-level travel data, qualitative travel
behaviour research, process evaluation) which will allow triangulation of findings.
It is recommended that caution is applied in future in commissioning self-
report travel surveys because, without large sample sizes, it is difficult to obtain
statistically significant results. With further development of expertise in the use of
aggregate-level data in evaluation, it is suggested a greater emphasis is placed on this
in PTP project evaluation.
6. Conclusions
The new evaluation results available from this research study are consistent
with the findings from previous PTP projects in the UK and elsewhere. A reduction
of car driver trips is found in all the reviewed projects with a project average
reduction of eleven per cent. Also, consistent with past findings for the UK, the mode
of travel which experiences the most substantial increase is walking with modest
increases reported for cycling and public transport.
A main aim of the study was to identify factors that influence the
effectiveness of PTP projects. Results have been similar across projects, regardless of
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the characteristics of the project area and of the other initiatives occurring alongside
the PTP. Results have not been disaggregated according to the type of participation
that individuals have had in projects and so it is not possible to identify how this
influenced outcomes. Despite the consistency of outcomes reported, there are some
concerns about evaluation methodology and reporting which leave open the
possibility that the reported outcomes might be systematically biased.
Möser and Bamberg (2008) identify concerns with research design, survey
sample representativeness, sample sizes and reporting of statistical significance of
individual project evaluations. The projects reviewed here used a quasi-experimental
research design which addresses, as far as is practically possible, the criticisms raised
by Möser and Bamberg (2008). The sampling approaches were generally good but
the sample sizes were often inadequate. It seems that the problem of inadequate
sample sizes can only be overcome by increasing the budget to facilitate larger
samples, collecting data over a longer period - possibly via use of odometer readings
or portable GPS devices, or employing a matched (panel) design – provided that
survey drop-out and conditioning biases can be overcome..
Several of the case studies failed to provide sufficient detail on the statistical
significance of the reported results. It is clearly important that future evaluations use
and report appropriate statistical tests. A remaining concern with survey-based
evaluations is that of possible response biases. Bonsall (2009b) identifies the
particular problem of social-desirability bias in self-reported behavioural data.
Möser and Bamberg (2008) were concerned about reporting and retrieval biases in
obtaining project evaluations but this was not an issue in this study. However, the
independence of evaluators from project delivery was an important issue and it is
essential that independent evaluators are commissioned in future projects.
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To address the concerns related to survey-based evaluations identified above,
it is a priority in future project evaluations to seek aggregate-level travel data to
supplement survey-based travel behaviour data. Another priority is to utilize
qualitative research methods, or include social-psychological measures within travel
surveys, to increase understanding of how design elements of PTP projects influence
behavioural outcomes.
Improved evaluations will better enable the value for money to be assessed of
PTP relative to other investment options. This is a priority for the DfT who have
stated that “Subject to value for money tests, we will be increasing our investment in
initiatives like these significantly in coming years, and will publish more detailed
plans shortly” (DfT, 2007, p. 49). Such evaluations would, however, place a
significant financial burden on PTP projects and hence are unlikely to be possible for
all future projects. Whilst making the recommendation for improved evaluations, it is
also recommended that careful reflection is made on what is being sought from PTP
projects. They can be aimed at achieving individual travel behavior changes (e.g.
modal shift), broader transport outcomes (e.g. reduction in congestion) or wider
benefits (e.g. physical fitness, carbon emissions reduction). They can be pursued on
their own, or as complementary initiatives alongside physical/economic changes.
They can also be used for creating support for other measures which might be needed
in the long-term, empowering communities to make their own changes, or, they may
simply be seen as projects that are popular in their own right with the public and
politicians.
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Table 1
Performance indicators monitored by English local authorities
Transport objectives Wider objectives
o Local public transport
journeys
o Cycling trips
o Journey to school mode share
o Area-wide road traffic mileage
o Peak-period traffic flows to
urban centres
o Congestion (vehicle delay)
o Air quality
o Road accident casualties
o Bus services running on time
o Bus satisfaction
o Accessibility to jobs, services
and facilities by public
transport, walking and cycling
o Carbon emissions per capita
o Obesity in primary school
children
o Mortality rate from all
circulatory diseases
o Self-reported health/overall
well-being
o Small businesses showing
employment growth
o General satisfcation with local
area
o Children’s satisfaction with
parks and play areas
Personal travel planning projects in England
This is a pre-publication version of the following article:
Chatterjee, K. (2009). A comparative evaluation of large-scale personal travel planning projects in England. Transport Policy, 16(6), 293-305.
39
Table 2
Case study project details
Local
authority
area
Project Delivery
agent(s)
Project
Date
Main objective(s) Scale
(house-
holds)
Description of area Other initiatives in
project area
Brighton Year 1 (of 3)
Portslade & Hangleton
BHCC /
SDG Jun-Oct 06
Long-term modal shift
(towards meeting LTP targets for cycling, walking and
congestion)
10,000 West edge of city (average
income)
Cycling infrastructure
improvements
Bristol Bishopsworth Sustrans Sep 02 Offer PTP to 2,500 people in each area
Modal shift
(Assess relative impact on bus mode share of PTP
with and without bus upgrade)
1,192 South-west edge of city
(low income) Bus service upgrade
Bristol Hartcliffe Sustrans Oct-Nov 03 1,200 South edge of city (low
income)
Bus service upgrade
(one year after PTP)
Bristol Bishopston Sustrans Apr-Jun 03
Offer PTP to 5,000 people
Modal shift
(Assess short and medium-term modal shift)
2,254 North (inner-) outer area of
city (high income, students) Bus service upgrade
Bristol Southville Sustrans Apr-May
05
Offer PTP to 5,000 people
Modal shift 2,535
South inner area of city
(average income) None
Bristol Easton SDG Jan-Mar 06
2,000 people participating
10% decrease in car trips
200 car drivers decrease veh. emissions
30 new members of car club
3,469 East inner area of city (low
income, ethnic diversity) None
Bristol Clifton/Cotham SDG Aug-Nov
06
2,000 people participating
10% decrease in car trips
Improvements in air quality through changes to
driving practice
5,629 North-west (inner-) outer
(high income, students) None
Darlington Phase 1 (of 3) SDG May-Aug
05 Contribution to LTP targets for modal shift, traffic
growth and school trips by car
11,500 North and north-west outer
areas of town STT initiatives
Darlington Phase 2 (of 3) SDG May-Aug
06 12,000
Inner west end and north-
east outer area of town
STT and CDT
initiatives
Lancashire South Ribble Sustrans May-Jul 06
Offer PTP to 25,000 h’holds in each area
10,500 Outlying areas to south and
east of Preston
EU CIVITAS
initiatives
Lancashire Bare, Torrisholme and
Skerton Sustrans Autumn 06 8,500
Outer areas of Lancaster
and Morecambe
EU CIVITAS
initiatives
Personal travel planning projects in England
This is a pre-publication version of the following article:
Chatterjee, K. (2009). A comparative evaluation of large-scale personal travel planning projects in England. Transport Policy, 16(6), 293-305.
40
London Kingston (New
Malden)
TfL /
SDG
May-Aug
06
Modal shift (and congestion and carbon emssions
decreases and health improvements)
22,299 Outer areas of London (high
car use, good public
transport access and local
facilities)
None London Harringey (Alexandra
Palace)
TfL /
SDG
Sep-Nov
06 31,324
London Sutton (Worcester
Park)
TfL /
SDG Sep-Oct 06 6,545
Nottingham Lady Bay Sustrans Sep-Nov
03 Offer PTP to 1,000 people
Modal shift
353 South (inner-) outer area of
city (high income) Bus service upgrade
Nottingham Meadows Sustrans Sep-Nov
03 538
South inner area of city
(low income, ethnic
diversity)
Bus service upgrade
Nottingham Wollaton City Card
Pilot NCC 2006 Increase in patronage on Number 30 bus service 2,130
Mix of neighbourhoods on
bus route west of city centre None
Peterborough Phase 1 (of 5) Sustrans Sep-Dec 05 Offer PTP to 30,000 h’holds (all phases)
69% of population informed about travel choices by
2008/09
Contribution to LTP targets for modal shift
Broader outcomes (health, etc.) (no specific targets)
6,500 North-east of town
STT initiatives Peterborough Phase 2 (of 5) Sustrans Apr-Jul 06 6,103 North of town
Peterborough Phase 3 (of 5) Sustrans Sep-Dec 06 5,653 North-west of town
Worcester Phase 1 (of 3) Sustrans Sep-Dec 05 Offer PTP to 60% of town’s citizens
Contribution to STT targets for modal shift
Improved perception of bus services
6,300 North-east of town STT initiatives and
new bus service
Worcester Phase 2.1 (of 3) Sustrans Apr-Aug
06 4,775 East of town STT initiatives
Worcester Phase 2.2 (of 3) Sustrans Sep-Nov
06 3,829 South of town
STT initiatives and
new bus service
Key: BHCC = Brighton & Hove City Council, CDT = Cycle Demonstration Town, EU = European Union, LTP = Local Transport Plan, NCC = Nottingham City Council, SDG
= Steer Davies Gleave, STT = Sustainable Travel Town, TfL = Transport for London
Personal travel planning projects in England
This is a pre-publication version of the following article:
Chatterjee, K. (2009). A comparative evaluation of large-scale personal travel planning projects in England. Transport Policy, 16(6), 293-305.
41
Table 3
Case study project populations and survey samples
Project Delivery
agent(s)
Evaluator Before : after
survey dates
(format:
mm/yy)
Project area populations/survey samples
Ta
rget
ed
ho
use
hold
s
Co
nta
cted
ho
use
hold
s
Pa
rtic
ipa
tin
g h
ou
seh
old
s
Bef
ore
su
rvey
sa
mp
le
size
(p
erso
ns)
Aft
er s
urv
ey s
am
ple
siz
e
(per
son
s)
Brighton Year 1 BHCC/SDG SRA 11/06 : IA 10000 9800 3150 1968 2000
Bristol: Bishopsworth Sustrans Socialdata 5/02 : 3/03, 5/04 1192 867 473 378 363*, **
Bristol: Hartcliffe Sustrans Socialdata 3/03 :/ 5/04 1200 959 619 374 332
Bristol: Bishopston Sustrans Socialdata 3/03 : 9/03, 2/04 2254 1761 1221 456 478*, **
Bristol: Southville Sustrans Socialdata 4/05 : 6/05 2535 2053 1664 2053 779***
Bristol: Easton SDG SDG 12/05 : 12/06 3469 2112 1538 54 32***
Bristol: Clifton/Cotham SDG SDG 7/06 : IA 5629 2917 1667 IA IA
Darlington Phase 1 SDG Socialdata 11/04 : 11/05 11591 7779 4579 1237 1156
Darlington Phase 2 SDG Socialdata 11/04 : 11/06 10744 7599 5205 1246 1224
Lancashire: South Ribble Sustrans Socialdata 4/06 : 3/07 10713 9813 6907 IA 634
Lancashire: Bare Sustrans Socialdata 4/06 : IA 8500 6941 5265 IA 561
London: Kingston TfL/SDG Synovate IA : IA 22299 15386 7503 IA IA
London: Harringey TfL/SDG Synovate IA : IA 31324 19122 10722 IA IA
Personal travel planning projects in England
This is a pre-publication version of the following article:
Chatterjee, K. (2009). A comparative evaluation of large-scale personal travel planning projects in England. Transport Policy, 16(6), 293-305.
42
Project Delivery
agent(s)
Evaluator Before : after
survey dates
(format:
mm/yy)
Project area populations/survey samples
Ta
rget
ed
ho
use
hold
s
Co
nta
cted
ho
use
hold
s
Pa
rtic
ipa
tin
g h
ou
seh
old
s
Bef
ore
su
rvey
sa
mp
le
size
(p
erso
ns)
Aft
er s
urv
ey s
am
ple
siz
e
(per
son
s)
London: Sutton TfL/SDG Synovate IA : IA 70000 IA IA IA IA
Nottingham Lady Bay Sustrans Socialdata 7/03 : 5/04 353 232 172 601 450***
Nottingham Meadows Sustrans Socialdata 7/03 : 5/04 538 285 188 535 402***
Nottingham: Wollaton NCC NCC NS 2130 2130 2130 NS NS
Peterborough Phase 1 Sustrans Socialdata 10/04 : 3/06 6500 5336 3267 1073 1228
Peterborough Phase 2 Sustrans Socialdata 10/04 : IA 6103 4981 2530 IA 1111
Peterborough Phase 3 Sustrans Socialdata 10/04 : IA 5653 4573 2611 IA IA
Worcester Phase 1 Sustrans Socialdata 10/04: 3/06 6300 5247 3210 978 962
Worcester Phase 2.1 Sustrans Socialdata 10/04 : 4/07 4775 3913 2127 IA 784
Worcester Phase 2.2 Sustrans Socialdata 10/04 : 4/07 3829 3133 1762 IA 805
Key: BHC = Brighton & Hove City Council, IA – information awaited and not available at time of study, NCC = Nottingham City Council, NS – no survey, SDG = Steer Davies Gleave, SRA =
Social Research Associates, TfL = Transport for London, * After survey sample size applies to second after survey. Sample size for first survey was similar, ** Partial matched sample, *** Matched
(panel) samples.
Personal travel planning projects in England
This is a pre-publication version of the following article:
Chatterjee, K. (2009). A comparative evaluation of large-scale personal travel planning projects in England. Transport Policy, 16(6), 293-305.
43
Table 4
Information and incentives/gifts distributed across case studies
Total distributed
(% of households participating)
Minimum Average Maximum
Information
Bus timetables 10% 85% 157%
Cycle information 11% 47% 102%
Walking information 11% 39% 77%
Other bus information 5% 35% 100%
Cycle maps / routes 9% 32% 73%
Local Travel Maps 8% 31% 68%
Walking maps 9% 30% 89%
Rail timetables 9% 23% 36%
Bus stop timetables 9% 23% 28%
City Travel Maps 14% 19% 23%
Greener / Eco driving 5% 15% 23%
Pledge card 1% 14% 21%
Oystercard information 5% 8% 12%
Personal Journey Plans (all modes) 1% 6% 25%
Tube information 0.3% 4% 8%
Home visits 1% 1% 2%
Incentives / gifts
Shopping Bag 32% 40% 49%
Other (retail vouchers etc) 15% 24% 33%
Free bus tickets (day tickets) 0.1% 21% 100%
FM Radio 7% 17% 24%
Alarm Clock 6% 13% 19%
Pen 5% 10% 16%
Mug 6% 10% 15%
Pedometer 0.3% 0.4% 0.7%
Cycle computer 0.3% 0.4% 0.4%
Note: Figures for each item only apply to projects where they were offered
Personal travel planning projects in England
This is a pre-publication version of the following article:
Chatterjee, K. (2009). A comparative evaluation of large-scale personal travel planning projects in England. Transport Policy, 16(6), 293-305.
44
Table 5
Changes in travel behaviour attributed to PTP in case study projects
Project Months
after
project
of
survey
Other
initiatives
in project
area
Initiatives
in
compar-
ison area
Trend in
comparison
area
Change in mode share (%) Change in
car travel
(%)
Wa
lkin
g
Cy
clin
g
Pu
bli
c
tra
nsp
ort
Ca
r d
riv
er
Ca
r
pa
ssen
ger
Ca
r d
riv
er
trip
s
Ca
r d
riv
er
dis
tan
ce
Brighton Year
1† IA
Cycling
measures
No
compar-ison area
No
comparison area
14→19
+5
1→2
+1 IA
54→50
-4 IA -6 IA
Bristol:
Bishopsworth 6 None None
Walking
increase
23→21
-2
0→0
0
8→13
+5
44→43
-1
25→22
-3 NR NR
Bristol:
Bishopsworth 20
Bus
upgrade
Bus
upgrade PT increase
20→23
+3
0→1
+1
11→12
+1
45→40
-5
23→23
0 -9 -8
Bristol:
Hartcliffe 6
Bus
upgrade
Bus
upgrade PT increase
20→23
+3
1→2
+1
12→13
+1
45→40
-5
21→21
0 -12 -11
Bristol:
Bishopston 3
Bus
upgrade
Bus
upgrade Stable
38→40
+2
4→5
+1
5→7
+2
37→34
-3
15→14
-1 -10 NR
Bristol:
Bishopston 9
Bus
upgrade
Bus
upgrade Stable
38→40
+2
4→5
+1
5→7
+2
38→34
-4
14→14
0 -11 -13
Bristol:
Southville 2 None
No
compar-ison area
No
comparison area
NA NA NA NA NA -10° NA
Darlington
Phase 1 6
STT
initiatives
STT
initiatives Stable
23→23
0
1→1
0
12→14
+2
45→44
-1
19→18
-1 -4 NR
Lancashire:
South Ribble† 8
CIVITAS
initiatives
CIVITAS
initiatives
Car driver
increase
14→20
+6
1→2
+1
6→7
+1
57→50
-7
21→21
0 -13 IA
Nottingham
Lady Bay 7
Bus
upgrade
None
except city trends
Walking
decrease,
car driver
increase
25→30
+5
7→8
+1
8→10
+2
41→36
-5
19→16
-3 -12 -12
Nottingham
Meadows 7
Bus
upgrade
None
except
city trends
Walk
decrease,
car driver increase
32→34
+2
3→4
+1
25→26
+1
29→26
-3
11→10
-1 -10 -10
Peterborough
Phase 1 6
STT
initiatives
STT
initiatives Stable
20→24
+4
5→6
+1
7→8
+1
43→38
-5
25→24
-1 -13 -15
Worcester
Phase 1 6
STT
initiatives
and bus upgrade
STT
initiatives Stable NA NA NA NA NA -12° NA
Worcester
Phase 2.1† 6
STT
initiatives
STT
initiatives Stable NA NA NA NA NA -13° NA
Worcester
Phase 2.2† 6
STT
initiatives
and bus
upgrade
STT
initiatives Stable NA NA NA NA NA -11° NA
Personal travel planning projects in England
This is a pre-publication version of the following article:
Chatterjee, K. (2009). A comparative evaluation of large-scale personal travel planning projects in England. Transport Policy, 16(6), 293-305.
45
Key: IA – information awaited and not available at time of study, NA – not available due to nature of surveys and
evaluation performed, NR – not reported, † detailed evaluation reporting has not been available in time for this
report but headline evaluation results have been provided, ° inferred based on changes in average weekly
frequency of use of transport modes
Personal travel planning projects in England
This is a pre-publication version of the following article:
Chatterjee, K. (2009). A comparative evaluation of large-scale personal travel planning projects in England. Transport Policy, 16(6), 293-305.
46
Table 6
Data collection methods and how they address information requirements
Data collection
method
Information
requirement
Secondary
travel/traffic
data
Self-report
travel survey
Qualitative
travel
behaviour
research
Customer
feedback
survey
Project
database
Interviews &
documentary
analysis
Overall transport
and travel outcomes
Can be
inferred
Individual travel
behaviour outcomes
Can help
corroborate
travel survey
But not
representative
results
Individual social-
psychological
measures
If relevant
questions
included
Can provide
selective
insights
Project participant
satisfaction
Project participation
Project management
effectiveness