1. Metro Council Presentation January 26, 2009 by Mike Hoglund, Director, Metro Research Center Sheila Martin, Ph.D., Director, Institute of Metropolitan Studies, PSU Rita Conrad, Project Director, Regional Indicators Project Regional Indicators Project

2. Overview The Issue: Co-creating Regional Indicators Project Background Options: Work Plan Elements Questions for Council Consideration

3. Co-creating Regional indicators A growing list of partners Multnomah, Washington, Clackamas and Clark Counties United Way of the Columbia-Willamette City of Portland Greenlight Greater Portland Portland Development Commission POSI (Portland + Oregon Sustainability Institute) Mt. Hood Community College Leaders Roundtable Institute of Metropolitan Studies, PSU Metro Economies of Scale 3 The Issue

4. Goals Deeper collective understanding of the Metro area’s environmental, social and economic progress Improved environmental, social and economic well-being through partner collaboration and the use of sound data 4 The Issue People Social Well-being Place Environmental Well-Being Prosperity Economic Well-being

5. Metro will be able to: Better evaluate Metro’s progress toward its objectives More effectively explain to citizens what it does and why See the bigger picture - the region’s collective progress toward shared regional goals for people, place and prosperity Use a common language of data with partners Expand its role of convener, collaborator and facilitator Enhance the Metro Council’s ability to target resources Differentiate between regional indicators and program- based Balanced Score Card indicators 5 The Issue

6. Background Metro and PSU Perspectives 6

7. Background – Metro Perspective Metro has performance indicators for: Region 2040, the Future Vision Urban Growth Management Functional Plan Regional Transportation Plan But we can do better. This project will: Better align Metro performance to its own objectives Better align Metro performance to shared regional goals for people, place and prosperity Support more consistent reporting 7 Project Background People PlaceProsperity

8. Background – PSU Perspective 8 Project Background Regional indicators are mission critical Gathering and disseminating information Convening regional partners in a neutral setting Stimulating dialogue and action on critical issues Promoting regional approaches and partnerships Regional indicators can stimulate deeper research and understanding People PlaceProsperity

9. Options: Work Plan Elements Success Factors Principles Phases Teams Timeline 9

10. Success Factors 10 Shared Vision We need to decide what we want to know together; data will depend on the question we are asking. (Kick-off Participant) Shared Data It would be extremely useful to house all of the data collected in a universal location where a variety of actors can access this information. (Kick-off Participant) Collaboration Use the indicators to promote collaboration. If people see the benefit, they can have a better conversation. (Kick-off Participant) Options – Work Plan Elements

11. Project Principles 11 Inter-connectedness of People, Place and Prosperity Progress requires people. Doing is knowing. Knowledge is dispersed throughout the system. Requires the practice of listening to learn Shared data can inspire, catalyze and ground partner conversations Options – Work Plan Elements People PlaceProsperity

12. 12 Project will bring many partners to the table. (11 x 17 handout) Options – Work Plan Elements People PlaceProsperity Economic Prosperity Vibrant Communities Sustainability Clean Air & Water Safe & Reliable Transportation Fairness & Equity

13. Another Approach to People, Place, Prosperity 13 Courtesy of Charlotte Kahn, Boston Indicators Project People Education Housing & Communities Economy Healthy People Healthy Natural Environment Arts, Culture, Creativity Access & Mobility Civic Engagement & Connection Place Prosperity

14. Phases of Indicator Development 14 Choosing Indicators –a political process Measuring Indicators – a technical process Using Indicators – a communications and results management process Options – Work Plan Elements

15. Proposed Teams There will be some overlap. 15 Advisory Team Results Teams Data Teams Communications Team Leaders, funders & big picture thinkers Oversight Development Doers and content experts from each of the major sectors Develop/implement processes for choosing and using indicators Data experts from pertinent sectors Reality-check the indicators Data gathering/distribution Communications, web and online database designers and experts Web strategy Frequency & nature of reports Media & outreach Options – Work Plan Elements

16. 16 Results & Data Teams Education Housing & Communities Economy Healthy People Healthy Natural Environment Arts, Culture, Creativity Access & Mobility Civic Engagement & Connection A small sampling of partners… OBC, PBA, Metro Council, MPAC, GGP, PDC… Foundations, Counties, State, NGOs, Metro Council and others Housing Authorities, Metro Council, MPAC Foundations, Metro Council, MPAC and others Foundations, Leaders Roundtable, OBC, Chalkboard, PSU… Foundations, Entertainment Sector, Metro Council/MERC, State, NGOs Metro Council, JPACT, ODOT, others Metro Council, MPAC, JPACT and many others …and potential team members

17. Timeline 17 Team Winter 2010 Spring 2010 Summer 2010 Fall 2010 Winter 2011 Spring 2011 Oversight Advisory Choosing Indicators Results Measuring Indicators Data Sharing the Data Communi cations Using the Data Results Sustaining the Effort Advisory Options – Work Plan Components

18. What to expect by July 2011 1. A shared vision for the region 2. The first (of many) regional report cards 3. Networks of partners collaborating around the data 4. Organization, governance and funding to sustain the effort long term 18

19. Questions for Council Consideration 1. What does success of this project look like in your minds? 2. What are your thoughts on the team approach? 3. What is your comfort level in expanding Metro’s normal radar screen to indicators like education, teen pregnancy, and crime and poverty? 4. Do you have other questions or comments? 19

20. General comments and responses - THEMES 20 What success looks like Partners and diverse populations region-wide (not just Portland or Metro taking on more) own and use the indicators. Indicators and data are respected regardless of ideological perspective. Indicators reflect shared goals/desired results, not inputs, including qualitative trend data on well-being (whether citizens are engaged, happy and successful). Dynamics between indicators are addressed - some indicators are at odds. Indicators are applied, have consequences and are used in policy and investment decisions. The Indicator Project enhances smart action (not talk at that expense of action). Thoughts on the team approach Necessary, but one group needs to drive momentum and accountability year after year. Comfort level in expanding Metro’s normal radar screen Good, in that other partners will own those indicators Metro does not directly work on Some may be concerned that Metro’s role is expanding. Other Would like to see indicator on local food systems – access, productivity, supply