J UL 7 - 1 8 , 2 0 0 8

  Co-sponsored by The Local Government and Public Service Reform Initiative of the Open
                               Society Institute, Budapest

Course Director:        Katalin Pallai, Urban Strategy Expert, Budapest

Course Manager:         Masha Djordjevic, Project Manager, Open Society Institute, Budapest

Faculty:                John P. Driscoll, Institute for International Urban Development, Cambridge,
                        Liviu Ianasi, School of Urban Planning, "Ion Mincu" University of
                        Architecture and Planning, Bucharest
                        Pal Baross, ING Real Estate Development, Budapest
                        Gyorgy Alfoldi, REV 8 - Regeneration Agency of the 8th district, Budapest

                           DETAILED COURSE DESCRIPTION

Statement of Purpose

The course will review the theoretical underpinnings of current urban policy, planning and
management practices and provide course participants with a broad range of international case
studies and practices that reflect the current state of the discipline. The course's geographical
relevance will be broader than Central and Eastern Europe and will help young faculty and
practitioners to better understand challenges faced by public policymakers and managers, NGOs
and the private sector in rapidly changing urban environments. The dual focus on theory and
practice will be particularly useful for participants developing their research agendas.

Course participants will have an opportunity to better understand how traditional governance
structures are being challenged as local governments must take on new responsibilities, and
consequently must also generate resources and depend on an array of new partnerships with
other government agencies, diverse communities within and outside their jurisdictional
boundaries, the private sector and civil society. International cases presented during the course
will illustrate how traditional hierarchical forms of "government" are giving way to
"governance" that is built on a horizontal web of external relations of government. This
approach requires a more sophisticated and strategic interplay among market forces, traditional
bureaucracies and participatory processes. Given this context, urban programs and their
formulation and implementation have become much more complex.

The course will offer a conceptual framework for discussing, distinguishing and evaluating
planning methods and practices at the local government level, and help to promote more
analytical and critical thinking about the application of various methods and their outcomes.
This opportunity will be particularly important to young faculty and advanced doctoral students
who are in the early stages of their academic and research careers.

Course Objectives

The course will explore concepts and practices of urban policy, management and planning
within transitional economies and societies. The goal of the course is to create a conceptual
framework to analyze approaches to urban governance, planning and management within
various communities and their potential application at different spatial scales and facing
different challenges.

The course specifically aims at:

      Increasing the capacity of participants to assess the impact of economic, social and
       political processes on urban and city management practices;
      Establishing connections between academic knowledge, conceptual reflection and
       practical field experience
      Transferring knowledge and favoring exchange of ideas and experience among young
       academics and professionals from various fields of urban and city management;
      Fostering professional development in urban strategic management in countries with no
       or little experience of such practices.

Faculty and Teaching Method

All members of the core faculty are highly qualified academics, who beside research and
teaching are also practitioners involved in field work. They bring their own cases or cases where
they were directly involved in the strategic planning process or project implementation. Thus
they can give depth and a wealth of information on details demanded by the participants. The
faculty members have a long experience in working together, thus, can offer an integrated
approach. While most faculty members have many years of experience in academic teaching,
they all are also experienced professional trainers.

In its approach the course combines traditional presentations and discussions with experimental
learning components. Conceptual summaries presented in lecture format and case study
presentations will be combines with field visits, moderated discussions and interactive exercises,
where participants can apply and deepen their understanding of the new knowledge gained
through the presentations. The discussions and interactive components offer ample opportunity
for participants to get actively involved in the learning process and influence the course of
discussions. (For details on the architecture and methods see the tentative course schedule.)

Course Content

The course will explore the drivers and processes of urban change and the decisions made in the
public domain to influence these processes in transitional cities. The focus of the course is on
public management: the role of the public sector, and its potential approaches to impact or
manage urban change. The urban policy process and the facets of urban politics will be
discussed and various strategic approaches to urban planning and management will be presented
together with applied cases. Various field visits and opportunities to discuss with practitioners is
a key component of the teaching. Knowledge components are closed with interactive, simulation
exercises where the participants can apply and practice their new knowledge, and through its
application deepen the learning experience.

The first week will discuss urban politics, and the urban policy and strategy process; it will show
how local strategies for triggering urban change and transformations of local processes can be
designed or can evolve as a consequence of public sector initiatives and regulation. Through
real-world examples, three kinds of complex strategies will be compared: city development
strategies, area-based strategies and local economic development strategies.

During first half of the second week first we focus on the role and decisions of various
stakeholders. We discuss citizen participation and we analyze real estate markets both as subject
and mirror of the result of public management processes. During the last days of the course we
build a synthesis through field visits, a comprehensive strategic exercise, and an interactive
recollection of the all the lessons learned through the two weeks. (For details see the tentative
course plan.)

Course Modules

1. Urban strategy and policy framework

This introductory block reviews the impact of globalization and decentralization on urban
policies. It offers a structured overview of the context of local public management and the main
challenges facing transition cities. The second part presents concepts on the role of the local
public sector and various approaches to public administration and management. These concepts
offer a conceptual framework to the analysis of various kinds of strategies.

2. City strategies

This block will discuss the planning and implementation of the overall urban strategy and
management policy. As an introduction to the discussion, a general picture will be drawn about
the logic of different private and public sector planning methods, their differences and about the
organization of the policy process. After this general introduction the specific models of urban
management and planning are presented.

The rest of the block will discuss methodological options to local strategic planning and will
also review the relevance of various strategic methodologies for planning in different urban and
political conditions and their implications to policy integration, stakeholder input and outcomes.
Strategic options will be not only conceptually presented, but they will also be illustrated with
the presentation of cases form various parts of the World and group exercises will offer
opportunity to students to apply the knowledge gained and discuss their own opinions and

3. Spatial Plannin

This third block will introduce key spatial planning issues facing larger and secondary transition
cities. It will address how proactive urban planning can link to urban management and reinforce
city development objectives at the regional metropolitan scale, the city scale and within
neighborhoods. It will help participants understand the shifts in planning practices and how to
link planning to a city's economic, social and environmental objectives. A simulation exercise at
the end of this module will illustrate the potential conflicts of decision-making on key planning

4. Complex Challenges

The second block shows the application of strategic and management processes on the level of
comprehensive policies. Through the presentation of the most interdisciplinary policy areas of
urban management (like area rehabilitation, local economic development planning, etc.) the
participants will learn how the multi-faceted nature of urban conditions and problems can be
addressed with an integrated set of policies and interventions. They will also have the
opportunity to use the various conceptual elements that were presented in the previous blocks
for the analysis of strategies for complex urban problems.

5. Stakeholders' involvement

This block examines the roles different stakeholders can play in the strategy process and the
potential impacts of various schemes of involvement. It discusses the interplay of the texture of
the urban and social fabric and the impact of policies as they are played out on the uneven
reference surface created by the urban and social fabric of the given community. How can
communication and stakeholder involvement be used to produce more effective solutions will be
the key issue discussed through the case studies and the group exercise.

6. Real estate market and policies

The block will offer an insight into the workings of the property markets and the role that
developers and investors play in creating value. Understanding the market driven options of
urban spatial growth, functional concentration and the regeneration of derelict areas is a
prerequisite for successful initiatives for Public/Private Partnership projects and the
development of realistic regulatory environment. Special attention will be given to analyze the
anticipated positive and negative externalities of real estate project in order to link citizen
concern and local government policy response to the real estate sector.

7. Synthesis

The course closes with and interactive synthesis that will be developed through various
exercises. The first component is a one-day comprehensive strategic exercise where participants
will apply all the knowledge components while being guided through the process of strategy
drafting for an area of Budapest that they visited before. The second part of the synthesis will
revisit the earlier presented cases through the main conceptual frameworks and discuss possible
connections and combinations of approaches and applications.

Selection of participants

In keeping with the SUN objectives, course participants will be drawn from academic and
research institutions as well as practitioners. Participants will be selected on the basis of their:

      academic qualifications
      previous experience and actual work

      case study or a short teaching block draft
      motivation letter

Course participants will be required to develop either a case study or a short teaching block
related to any of the blocks of the course curriculum. The case topics chosen have to be relevant
for the problems participants' cities are facing and to be related to the participant's
experience/knowledge in the domain of city management.

The best developed and the most relevant cases and teaching modules will be presented to other
participants, in group debates or in plenary sessions. These discussions can support further work
on the subject.

Core Faculty

György Alföldi (DLA in Architecture from the Technical University of Budapest) is the Chief
Executive Officer of Rev8, the Regeneration agency of the 8th district of Budapest. He joined
Rev8 as chief-architect in 1998 and took up the position of Chief Executive Officer and member
of the board of directors in 1999. He teaches urban-design and urban rehabilitation at the Faculty
of Architecture, and urban-rehabilitation at the Faculty of Economic and Social Sciences at the
Technical University of Budapest. He is the author of the Corvin Promenade Project, one of the
greatest urban-rehabilitation projects of Budapest since 1999, and he has been director of the
project management since 2000. He also led two urban regeneration projects in Budapest co-
funded by the European Union, Futo Street Partnership Program, 2003-2005, Magdolna Quarter
Urban-Regeneration Program since 2005. He participated in two research projects funded by the
European Commission, NEIGHBOURHOOD HOUSING MODELS, Fifth Framework Program
1998-2002, and Green Keys INTERREG III.B CADSES 2005-2008.

Pal Baross CRE, FRICS, studied landscape architecture (Budapest), urban planning
(Vancouver) and real estate development (London). Between 1970 and 1990, he worked at the
Institute of Housing and Urban Development Studies (IHS), a Dutch post-graduate education,
research and consultancy firm with international assignments. In 1992 he returned to Hungary
and was appointed as Country Manager for ING Real Estate Development. Currently he works
as Senior Consultant at the Budapest office of ECORYS INTERNATIONAL, advising a number
of private and public real estate development and investment firms. He has extensive teaching
experience in housing, urban and real estate development, and currently teaches property
development at the Corvinus University of Budapest and the Central European University. As
recognition of his outstanding contribution to the real estate industry in Hungary, Mr. Baross
was awarded the "Golden Cross of the Hungarian Republic" by the President of the Republic in
2005. He is the Chairman of the Hungarian Chapter of RICS.

John Driscoll, AICP, is a Vice-President of the Institute for International Urban Development,
Cambridge, Massachusetts, Research Fellow with the Harvard University Joint Center for
Housing Studies, and Director of the International Centre for Local and Regional Development
(ICLRD), Ireland. He has assisted local governments in the planning and implementation of city
development strategies, large-scale neighborhood regeneration projects and community-based
development initiatives. He specializes in capacity building through training and technical
assistance and has conducted numerous policy reviews and research studies on urban programs
and projects. He served on the board of a Boston NGO providing affordable housing and has
over twenty-five years of cross-regional experience in Eastern Europe, the Middle East, Sub-
Saharan Africa and Asia.

Liviu Ianasi was educated at Iasi Technical University, and received his M.A. in architecture
and planning from Bucharest Institute of Architecture in 1982. Since 1990 Mr. Ianasi has been
an instructor, and since 2001 Dean at the Ion Mincu Institute of Architecture and the Iasi School
of Architecture, where he teaches courses on urban management, urban legislation, public
administration, urban operations, and participatory planning. In addition, Mr. Ianasi has served
as vice chairman of the Committee on Human Settlements of the UN Economic Commission of
Europe and has worked both as country representative and an expert for the commission. He was
also a member of the Steering Committee of OSI/LGI between 2001 and 2005.

Katalin Pallai, after studies in urban planning and a Ph.D. in political science and public
policies, has specialized in urban policies and finance. Since 1991, she has been working for the
Mayor of Budapest as a member of his expert team. She was a participant in the drafting and
implementation of the economic and urban policy reforms in Budapest. During the last two
decades, as chief planner of different policy reform and development concepts, she has led the
work large groups of experts from various fields. She is also involved in training activities and
consulting in various countries of the post-socialist region on the commission of major
international institutions and firms. Ms. Pallai has also published books and articles on urban
management, and development planning, on decentralization and local government reforms.
Between 1999 and 2005 she was also a member of the Steering Committee of LGI.


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