Welcome to Max Sumo training session Pernilla Hyllenius

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Welcome to Max. Sumo training session Pernilla Hyllenius Mattisson, Trivector Traffic, SWEDEN EU project

Welcome to Max. Sumo training session Pernilla Hyllenius Mattisson, Trivector Traffic, SWEDEN EU project MAX (2006 -2009) Work Package B: Behaviour change model and Methods for Evaluation Partners: ILS (D), CNRS (F), NU Napier (UK), Univ. of AUTH (GR), Uni Griesen, Uni Magdeburg, Trivector (S), ESTC (USA) slide 1

Max. Sumo A tool that gives guidance on how to plan, monitor and evaluate

Max. Sumo A tool that gives guidance on how to plan, monitor and evaluate an MMproject slide 2

Max. Sumo • Based on MOST-MET (MOST), CAF (Tapestry), SUMO • Further developed in

Max. Sumo • Based on MOST-MET (MOST), CAF (Tapestry), SUMO • Further developed in the EU project MAX • Has great possibilities to become a common European standardised evaluation tool ensuring… … that evaluations are able to be done at all … that evaluations are done in a comparable way slide 3

Mobility Management Max. Sumo System impact slide 4

Mobility Management Max. Sumo System impact slide 4

Assessment Levels Background Mobility Management services System impacts Overall effects System impacts Mobility option

Assessment Levels Background Mobility Management services System impacts Overall effects System impacts Mobility option offered New mobility option Services provided Mobility Management Y External factors P Person-related factors A Project activities and output B Awareness of mobility services provided C Usage of mobility services provided D Satisfaction with mobility services provided E Acceptance of mobility option offered F Take up of mobility option offered G Satisfaction with the mobility option offered H Long-term attitudes and behaviour I System impacts slide 5

Example: Test Traveller / Job ticket project Background Before data: 5 % PT, 95

Example: Test Traveller / Job ticket project Background Before data: 5 % PT, 95 % car (in TT group) Mobility Services Activities: 10 posters, Intra net info, meetings, 100 E Awareness: 48 % (480 employees) Usage: 28 % (280 employees) particip. in info-meet. Mobility Option Offered Effects Satisfaction: 80 % satisfied with info and test concept Acceptance: 6 % (54 people) signed a contract Take up: : During: 85 % PT (in TT group) Satisfaction: 90 % of TT satisfied with commuting by PT Perm travel beh. After 12 months: 40 % PT (in TT group) Decrease/year: Car traffic: 110. 000 km, CO 2: 20 tonnes slide 6

How to use Max. Sumo? slide 7

How to use Max. Sumo? slide 7

Project Start Mission Statement Uppdragsbeskrivning & målsättningar and Objectives Target Groups Services & Option

Project Start Mission Statement Uppdragsbeskrivning & målsättningar and Objectives Target Groups Services & Option offered Targets and indicators on Assessment Levels Methods MEP: Monitoring and Evaluation Plan for the actual project Monitoring and Evaluation Monitoring Collect a basic data-set Evaluation of the data collected slide 8

Project Start Mission Statement Uppdragsbeskrivning & målsättningar and Objectives Target Groups Services & Option

Project Start Mission Statement Uppdragsbeskrivning & målsättningar and Objectives Target Groups Services & Option offered Targets and indicators on Assessment Levels Methods MEP: Monitoring and Evaluation Plan for the actual project Monitoring and Evaluation Monitoring Collect a basic data-set Evaluation of the data collected slide 9

Max. Sumo Monitoring and Evaluation Plan Template 1 Overall goals Target groups Mobility services

Max. Sumo Monitoring and Evaluation Plan Template 1 Overall goals Target groups Mobility services provided Mobility option(s) offered slide 1010

Max. Sumo Monitoring and Evaluation Plan Template 2 Level Services provided Mobility option offered

Max. Sumo Monitoring and Evaluation Plan Template 2 Level Services provided Mobility option offered Overall effects A Project activities and outputs B Awareness of mobility services provided C Usage of mobility services provided D Satisfaction with mobility services provided E Acceptance of mobility options offered F Take up of mobility option offered G Satisfaction with the mobility option offered H Long-term attitudes and behaviour I System impacts Targets Indicators Methods When slide 11

Max. SUMO Max. Sumo Monitoring Evaluation and Plan. Evaluation Plan Template 2 2 Level

Max. SUMO Max. Sumo Monitoring Evaluation and Plan. Evaluation Plan Template 2 2 Level Services provided Mobility option offered Overall effects Targets Indicators A Project activities and outputs XXX B Awareness of mobility services provided XXX C Usage of mobility services provided XXX D Satisfaction with mobility services provided XXX E Acceptance of mobility options offered XXX F Take up of mobility option offered XXX G Satisfaction with the mobility option offered XXX H Long-term attitudes and behaviour XXX I System impacts XXX Methods When slide 12

Max. SUMO Max. Sumo Monitoring Evaluation and Plan. Evaluation Plan Template 2 2 Level

Max. SUMO Max. Sumo Monitoring Evaluation and Plan. Evaluation Plan Template 2 2 Level Services provided Mobility option offered Overall effects Targets Indicators A Project activities and outputs XXX B Awareness of mobility services provided XXX C Usage of mobility services provided XXX D Satisfaction with mobility services provided XXX E Acceptance of mobility options offered XXX F Take up of mobility option offered XXX G Satisfaction with the mobility option offered XXX H Long-term attitudes and behaviour XXX I System impacts XXX Methods When slide 13

Max. SUMO Max. Sumo Monitoring Evaluation and Plan. Evaluation Plan Template 2 2 Level

Max. SUMO Max. Sumo Monitoring Evaluation and Plan. Evaluation Plan Template 2 2 Level Services provided Mobility option offered Overall effects A Project activities and outputs B Awareness of mobility services provided C Usage of mobility services provided D Satisfaction with mobility services provided E Acceptance of mobility options offered F Take up of mobility option offered G Satisfaction with the mobility option offered H Long-term attitudes and behaviour I System impacts Targets XXX Indicators Methods When XXX XXX XXX XXX XXX slide 14

OK, let´s practice! • Case 1: Personalised travel planning • Case 2: Walk and

OK, let´s practice! • Case 1: Personalised travel planning • Case 2: Walk and Bike to school slide 15

Max. Sumo Monitoring and Evaluation Plan Template 1 Overall goals Target groups Mobility services

Max. Sumo Monitoring and Evaluation Plan Template 1 Overall goals Target groups Mobility services provided Mobility option(s) offered slide 1616

Max. Sumo Evaluation Plan Template 1 Overall goals To decrease the use of car

Max. Sumo Evaluation Plan Template 1 Overall goals To decrease the use of car and decrease the CO 2 emissions. Target groups Inhabitants living in Gros i San Sebastian. Services - Information letter to all households (timetables, bikemaps, etc) - An ”answering card” with possibility to: - ask for personalised advices - to order a free 1 -week PT ticket Mobility option offered To travel by public transport, bike or foot instead of using the car. slide 17

Max. Sumo Monitoring and Evaluation Plan Template 2 Level Services provided Mobility option offered

Max. Sumo Monitoring and Evaluation Plan Template 2 Level Services provided Mobility option offered Overall effects A Project activities and outputs B Awareness of mobility services provided C Usage of mobility services provided D Satisfaction with mobility services provided E Acceptance of mobility options offered F Take up of mobility option offered G Satisfaction with the mobility option offered H Long-term attitudes and behaviour I System impacts Targets Indicators Methods When slide 18

Max. Sumo gives you To be aware of… - Help to manage and pilot

Max. Sumo gives you To be aware of… - Help to manage and pilot - Clear objective - Guidance on survey design: - - control group - comparison group - one group Clear conceptions of services and options offered - Best if used already in the planning stage - You don´t have to use all levels - Only provides a structure – still the same requirements on the competence of the evaluator - Seems to be easier than it is… - Practical help (examples of questions) - Help throughout the whole process: stop and go - Early results Comparable results slide 19

Max. Eva web-based tool • Interactive database with input and output modules • Based

Max. Eva web-based tool • Interactive database with input and output modules • Based on Max. Sumo and Swedish SARA • Accumulates results from different projects evaluated using Max. Sumo • Gives guidance on how to evaluate • Makes it possilible to benchmark with others slide 20

Thank you! Pernilla Hyllenius Mattisson pernilla. hyllenius@trivector. se Max. Sumo and Max. Eva: www.

Thank you! Pernilla Hyllenius Mattisson pernilla. hyllenius@trivector. se Max. Sumo and Max. Eva: www. epomm. eu / Max MM-tools slide 21