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Creating successfulmasterplans A guide for clients Published in 2004 by the Commission or Architectureand the Built EnvironmentReprinted in 2008Graphic design: Draught AssociatesAll rights reserved. No part o this publication maybereproduced, stored in a retrieval system, copied ortransmitted without the prior written consent o thepublisher except that the material may be photocopiedor non-commercial purposes without permission romthe publisher. This document is available in alternativeormats on request rom the publisher.CABE is the government’s advisor on architecture,urban design and public space. As a public body, weencourage policymakers to create places that workor people. We help local planners apply nationaldesign policy and advise developers and architects,persuading them to put people’s needs rst. We showpublic sector clients how to commission buildings thatmeet the needs o their users. And we seek to inspire thepublic to demand more rom their buildings and spaces.Advising, infuencing and inspiring, we work to createwell designed, welcoming places.CABE 1 Kemble Street London WC2B 4ANT 020 7070 6700 F 020 7070 6777E
[email protected] www.cabe.org.uk Many people and organisations have contributedto this guide and we are grateful to them all. Ithas been written by Joanna Averley (CABE) andJoanna Eley (AMA Alexi Marmot Associates), withsubstantial inputs from Peter Stewart (CABE) andLora Nicolaou (DEGW). Thanks also to EmmaAppleton, Gwilym Jones, Paul Lavelle, Jon Rouse,Selina Mason (CABE), to CABE Commissioners,members of CABE’s Enabling Panel andcolleagues in CLG and English Partnershipswho have contributed content, comments andillustrations. Designed by Draught Associates.The production of this guide is possible throughthe funding CABE receives from the Communitiesand Local Government (CLG) and theDepartment of Culture Media and Sport (DCMS).The guide aims to help you, as a client, achieve themasterplan you need. It offers advice based onthe experience of CABE’s Enabling and DesignReview teams and members of CABE’s EnablingPanel – to whom we are grateful. It accompaniesCABE’s Creating excellent buildings: a guidefor clients, which provides advice to clients whoare commissioning buildings, Design review, which provides guidance on how CABE evaluatesquality in architecture and urban design, and Design reviewed masterplans . Foreword Since CABE first published Creatingsuccessful masterplans in 2004, therehas been major change across England.We have seen the beginnings ofrestructuring in cities, towns andneighbourhoods in the north, and housinggrowth in the south. City centres havecontinued to enjoy an urban renaissance,with focused investment creatinghigh-quality environments, providingthe right conditions once again forbusiness, living and recreation. Thegovernment has committed itself to amassive development programme ofpublic buildings, schools, health facilitiesand nurseries that will have an impacton the quality of services and on thelook of their neighbourhoods. Designprocesses such as masterplanninghave been central to deliveringhigh-quality developments throughthese programmes.While the outcome of all this investmentwill affect the social, economic andenvironmental characteristics of places,change will be realised physically. Forinvestment to be successful and for greatplaces to be delivered, we need threethings - people with vision, commitmentand the right skills, a robust processwhich demands and embeds qualityconsistently, and a masterplan toguide physical change. Creating successful masterplans provides a clear process to guide clientsthrough the challenging and complextask of masterplanning, defining what amasterplan is and how to prepare, designand deliver high-quality places. The guidedraws on CABE’s experience of supportingpublic sector clients on major projectsacross the country. It is written as apractical tool to be used on real projectson a day-to-day basis.Since its publication, we’ve distributed over5,000 copies, with many more downloadedfrom our website. Demand for the guidecontinues, not least in response to theincreasing pressure for housing growthand regeneration across the country. Creating successful masterplans willbe fully updated in 2008/09, taking intoaccount our experience since 2004. In themeantime, this reprinted edition containsthe same advice on process, with minorupdates on planning policy and usefulcontacts. The fundamentals of the guidestill hold true. I hope it will help you, as aclient, to create truly great places.Richard SimmonsChief executive, CABE © A d am G a ul t P h o t o gr a ph y 1Introduction 93 Prepare 47 1.1Why masterplan? 93.1 Identify aims and objectives 491.2This guide 113.2 The strategic framework 501.3 The definition of a masterplan 13 3.2.1 The role of the strategic framework 501.3.1 A masterplan – the product 133.2.2 Baseline information 531.3.2The masterplanning process 153.2.3 Urban design analysis andcharacterisation54 1.4 Masterplanning and design quality 16 3.2.4 The outline business case 57 1.5 Being a successful client 19 3.2.5 The vision 581.5.1 Identify the client 19 3.3 Identify the type 1.5.2Success factors for of masterplanning process 60 masterplanning clients 20 3.4 Establish the client team and roles 61 3.4.1 A champion 623.4.2 The client or project sponsor 62 2 Masterplanning 3.4.3 A project manager 62 principles 27 3.4.4 Client steering group 633.4.5 The decision-making process 64 2.1 Masterplanning and theplanning system273.5 Identify stakeholders 65 2.1.1 Masterplans and the development 3.6 Consult and communicate plan process 27 with stakeholders 66 2.1.2 Masterplans and development control 303.6.1 The consultation strategy 662.1.3 Masterplans and creating sustainable3.6.2 The consultation process 70communities 303.6.3 Consultation outputs 71 2.2 Key aspects of a masterplan 323.7 The masterplanning team 72 2.2.1 Setting the framework and developing3.7.1 Finding the right skills 72the masterplan 323.7.2 Leading the masterplanning team 742.2.2 The spatial masterplan 333.7.3 The commissioning brief 742.2.3 Characteristics of masterplanning 333.7.4 Selecting a masterplanning team 75 2.3 Different contexts for 3.7.5 Official Journal of the European Union masterplanning 34 procedures (OJEU) 772.3.1 Stimulate, channel or facilitate investment 343.7.6 Creating a positive working relationship 77 2.4 Stages of a masterplanning process 373.8 Next steps 78 2.4.1 Prepare 392.4.2 Design 392.4.3 Implementation 39 2.5 Different client approaches to masterplanning 432.6Next steps 45