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Historic Preservation Planning for Local Communities

Sources of Information

Listed below are selected sources of information organized by the following topics:

General Planning Guidance

The Citizen’s Guide to Planning. By Christopher J. Duerksen, C. Gregory Dale, and Donald L. Elliott. 4th edition. Planners Press, American Planning Association, Chicago, 2009.

Community Planning: An Introduction to the Comprehensive Plan. By Eric Damian Kelly, Eric Damian and Barbara Becker. Island Press, Washington, D.C. and Covelo, California, 2000.

The Community Visioning and Strategic Planning Handbook. By Derek Okubo. 3rd printing. National Civic League, Denver, 2000. On-line

Creating Successful Communities: The Benefits of Effective Planning. By Gunnar Isberg. Metropolitan Council, St. Paul, Minnesota, 1997.

Cultural Resources: The Local Planning Guide to Preparing a Cultural Resources Element for the Comprehensive Plan. By Allison C. Bello and Dorothy McFalls. South Carolina Academy for Planning and the South Carolina Chapter of the American Planning Association, Columbia, 2002.

Growing Smart Legislative Guidebook: Model Statutes for Planning and the Management of Change. Stuart Meck, FAICP, general editor. American Planning Association, Chicago, 2002.

Guide to Community Planning in Wisconsin. By Brian W. Ohm. University of Wisconsin, Madison, 1999. On-line (click on “Planning Library” in upper right corner; under “General Planning,” click on Guide)

A Guide to Community Visioning: Hands-On Information for Local Communities. Edited by Stephen C. Ames. Oregon Visions Project, Oregon Chapter of the American Planning Association, 1998.

A Guide to Smart Growth and Cultural Resource Planning. Edited by Richard A. Bernstein. Wisconsin Historical Society, Division of Historic Preservation, Madison, n.d. On-line

Guidelines for Local Survey: A Basis for Preservation Planning. By Ann Derry, H. Ward Jandl, Carol D. Shull, and Jan Thorman. Revised by Patricia L. Parker. National Register Bulletin. U.S. Department of the Interior, National Park Service, National Register of Historic Places, Washington, D.C., 1985. On-line

The Heart & Soul Community Planning Initiative: Steering Change Through People, Place, and Values. By William Roper, President and CEO, The Orton Family Foundation. On-line

Historic Preservation: A Tool for Managing Growth. By Greg Griffith. Washington State Department of Community, Trade, and Economic Development and the Department of Archaeology and Historic Preservation, Olympia, 1994; updated by Diane Wiatr, 2005. On-line

Identify and Locate Your Local Planning Agency. American Planning Association. On-line

“An Introduction to Historic Preservation Planning.” By Amy Facca. Planning Commissioners Journal number 52, Fall 2003. Special issue on historic preservation.

Local Planning: Contemporary Principles and Practice. Edited by Gary Hack, Eugénie Birch, Paul Sedway, and Mitchell Silver. International City/County Management Association, Washington, D.C., 2009.

“Make No Little Plans: Community Planning for Whole Places.” By Roberta Lane. Forum Journal vol. 25, no. 1, National Trust for Historic Preservation, Washington, D.C., Fall 2010.

Neighborhood Planning: A Guide for Citizens and Planners. By Bernie Jones. Planners Press, American Planning Association, Chicago, 1990.

A Path to Parity: Adopting a Historic Preservation Element to the General Plan. By Petree A. Knighton. A Professional Report for the California Office of Historic Preservation, Sacramento, 2002. On-line

Planning for the Future: A Handbook on Community Visioning. 3rd edition. Center for Rural Pennsylvania, Harrisburg, Pennsylvania, [n.d.]. On-line

Planning Theory for Practitioners. By Michael P. Brooks. Planners Press, American Planning Association, Chicago, 2002.

Policy Guide on Historic and Cultural Resources. American Planning Association, 1997. On-line

The Practice of Local Government Planning. Edited by Charles J. Hoch, Linda C. Dalton, and Frank S. So. 3rd edition. International City Management Association, Washington, D.C., 2000.

Preparing a Historic Preservation Plan. By Bradford J. White and Richard J. Roddewig. Planning Advisory Service Report Number 450, American Planning Association and the National Trust for Historic Preservation, Chicago and Washington, D.C., 1994.

“The Preservation Plan: A Practical Guide for Protecting Your Community’s Heritage.” By Beasley, Ellen. Certified Local Government Newsletter, Texas Historical Commission, Austin, vol. 3, no. 1, Winter 1992.

Preservation Planning: Ensuring a Future for Our Past. Guest edited by Susan L. Henry Renaud. CRM magazine, vol. 23 no. 7, 2000. On-line

“Preservation Planning in American Cities.” By Randall F. Mason. Forum Journal vol. 23, no.2, National Trust for Historic Preservation, Washington, D.C., Winter 2009.

Secretary of the Interior’s Standards and Guidelines for Preservation Planning. National Park Service, U.S. Department of the Interior. On-line

Taking Command of Change: A Practical Guide for Applying the Strategic Development Process in State Historic Preservation Offices. By Douglas C. Eadie. U.S. Department of the Interior, National Park Service, Cultural Resources, Interagency Resources Division and the National Conference of State Historic Preservation Officers, Washington, D.C., 1995. On-line

“What is a Local Preservation Plan.” By Robert E. Stipe. The Alliance Review, National Alliance of Preservation Commissions, Fall 1989.

Why Do We Plan? Guidebook for Citizens and Local Planners. By V. Gail Easley and Glenn Coyne. Georgia Department of Community Affairs, Atlanta. 2005. On-line

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Planning the Plan

Choosing a Consultant. By Eric Damian Kelly. Revised and edited excerpt from Selecting and Retaining a Planning Consultant: RFPs, RFQs, Contracts, and Project Management, below. American Planning Association. On-line

The Community Visioning and Strategic Planning Handbook. By Derek Okubo. 3rd printing. National Civic League, Denver, 2000. On-line

  • Chapter 1, An Overview of the Visioning and Strategic Planning Process
  • Chapter 2, How to Begin a Community Visioning Process
  • Chapter 3, The Community Outreach Process

Creating Successful Communities: The Benefits of Effective Planning. By Gunnar Isberg. Metropolitan Council, St. Paul, Minnesota, 1997.

  • Characteristics of High Quality Comprehensive Plans and Effective Planning Programs, pages 11-16

Cultural Resources: The Local Planning Guide to Preparing a Cultural Resources Element for the Comprehensive Plan. By Allison C. Bello and Dorothy McFalls. South Carolina Academy for Planning and the South Carolina Chapter of the American Planning Association, Columbia, 2002.

  • Chapter 1, The Comprehensive Planning and Cultural Resources Connection.

Finding and Hiring Qualified Historic Preservation Consultants. Texas Historical Commission, Austin, Texas, n.d. On-line

Guide to Community Planning in Wisconsin. By Brian W. Ohm. University of Wisconsin, Madison, 1999. On-line (click on “Planning Library” in upper right corner; under “General Planning,” click on Guide

  • Chapter 1, Section 1, Why is Planning Important?
  • Chapter 1, Section 2, The Public Planning Process
  • Chapter 1, Section 2.3, Attributes of an Effective Plan

A Guide to Community Visioning: Hands-On Information for Local Communities. Edited by Stephen C. Ames. Oregon Visions Project, Oregon Chapter of the American Planning Association, 1998.

  • Chapter 2, What is Visioning?
  • Chapter 3, Visioning in Your Community.

A Guide to Smart Growth and Cultural Resource Planning. Edited by Richard A. Bernstein. Wisconsin Historical Society, Division of Historic Preservation, Madison, n.d. On-line

  • Chapter 1, Planning for the Future
  • Chapter 2, The Cultural Resource Plan Development Process, Introduction

“How do we increase our chances of implementing our strategic plan?” Strategic Planning, Frequently Asked Questions. Alliance for Nonprofit Management. On-line

How to Choose an Archaeology Consultant. Ohio Historic Preservation Office, The Ohio Historical Society, Columbus. n.d. On-line

How to Choose a History Architecture Consultant. Ohio Historic Preservation Office, The Ohio Historical Society, Columbus. n.d. On-line

Local Planning: Contemporary Principles and Practice. Edited by Gary Hack, Eugénie Birch, Paul Sedway, and Mitchell Silver. International City/County Management Association, Washington, D.C., 2009.

  • Chapter 4, Who Plans?
  • Chapter 4, Making Plans
  • Chapter 8, Managing Planning

A Path to Parity: Adopting a Historic Preservation Element to the General Plan. By Petree A. Knighton. A Professional Report for the California Office of Historic Preservation, Sacramento, 2002. On-line

  • Chapter 3, Preservation Planning: The Structure

Planning for Community Heart and Soul: A Review of Processes & Practitioners. By Rebecca Sanborn, with Helen Whyte. The Orton Family Foundation, Middlebury, Vermont. On-line

Planning for Community Involvement: Guidebook for Citizens and Local Planners. By V. Gail Easley and Glenn Coyne. Technical Assistance Series, Georgia Department of Community Affairs, Atlanta, 2005. On-line

  • Who Will Prepare Your Comprehensive Plan?
  • Why Do We Plan?

Questions to Consider When Planning. Verona Planning Resource Center, Verona, Wisconsin, n.d. On-line

Selecting and Retaining a Planning Consultant: RFPs, RFQs, Contracts, and Project Management. By Eric Damian Kelly. Planning Advisory Service Report No. 443, American Planning Association, Chicago, 1993.

“Should I use an external consultant?” Strategic Planning, Frequently Asked Questions. Alliance for Nonprofit Management. On-line (scroll down to the title)

“Ten Steps in Preparing a Comprehensive Plan.” By Michael Chandler. Planning Commissioners Journal, number 39, Summer 2000.

Using Professional Consultants in Preservation. By Ellen Beasley. Information Series No. 26. National Trust for Historic Preservation, Washington, D.C., 1994.

“What are the individual roles in the planning process?” Strategic Planning, Frequently Asked Questions. Alliance for Nonprofit Management. On-line (scroll down to the title)

“What do I need to know before I start the planning process?” Strategic Planning, Frequently Asked Questions. Alliance for Nonprofit Management. On-line (scroll down to the title)

Who Will Prepare Your Compehensive Plan? Technical Assistance Series, Department of Community Affairs, Atlanta, 2005. On-line

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Public Participation

Citizen Surveys for Local Government: A Comprehensive Guide for Making Them Matter. By Thomas Miller, Michelle Miller Kobayashi, and Shannon Elissa Hayden. ICMA Press, Washington, D.C., 2009.

Community Toolbox - Select Your Tools. Rivers, Trails, and Conservation Assistance Program, National Park Service, U.S. Department of the Interior, Philadelphia. On-line

The Community Visioning and Strategic Planning Handbook. By Derek Okubo. 3rd printing. National Civic League, Denver, 2000. On-line

  • Chapter 3, The Community Outreach Process

Core Principles for Public Engagement. National Coalition for Dialogue and Deliberation, Boiling Springs, Pennsylvania, 2009. On-line

Creating Successful Communities: The Benefits of Effective Planning. By Gunnar Isberg. Metropolitan Council, St. Paul, Minnesota, 1997.

  • Citizen Participation in the Planning Process, pages 33-37

Discovering and Planning Your Community Character: Guidebook for Citizens and Local Planners. By V. Gail Easley and Glenn Coyne. Technical Assistance Series, Georgia Department of Community Affairs, Atlanta, 2005. On-line

  • Part 3, Tools and Techniques to Envision the Future of Your Community

Guide to Community Planning in Wisconsin. By Brian W. Ohm. University of Wisconsin, Madison, 1999. On-line [click on “Planning Library” in upper right corner; under “General Planning,” click on Guide)

  • Chapter 1, Section 2.2.1, Involving Citizens

A Guide to Community Visioning: Hands-On Information for Local Communities. Edited by Stephen C. Ames. Oregon Visions Project, Oregon Chapter of the American Planning Association, 1998.

  • Chapter 3, Visioning in Your Community
  • Chapter 4, Seeing is Believing

How to Conduct a Citizen Survey. By Thomas Miller, Michelle Miller Kobayashi, and Shannon Elissa Hayden. This is a downloadable pdf of Part Two of Citizen Surveys for Local Government: A Comprehensive Guide for Making Them Matter, on-line.

How to Conduct Your Own Survey. By Priscilla Salany and Don Dillman. John Wiley & Sons, New York, 1994.

“Making Plans That Matter: Citizen Involvement and Government Action.” By Raymond J. Burby. Journal of the American Planning Association vol. 69, no. 1, Winter 2003.

“Mandating Citizen Participation in Plan Making: Six Strategic Choices.” By Samuel D. Brody, David R. Godshalk, and Raymond J. Burby. Journal of the American Planning Association vol. 69, no. 3, Summer 2003.

Planning for Community Heart and Soul: A Review of Processes & Practitioners. By Rebecca Sanborn, with Helen Whyte. The Orton Family Foundation, Middlebury, Vermont. On-line

Public Participation in Historic Preservation Planning. Historic Preservation Planning Program, Heritage Preservation Services, National Park Service, U.S. Department of the Interior. On-line

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Visioning

Community Toolbox – Vision Creating. Rivers, Trails and Conservation Assistance Program, National Park Service, U.S. Department of the Interior. On-line

The Community Visioning and Strategic Planning Handbook. By Derek Okubo. 3rd printing. National Civic League, Denver, 2000. On-line

  • Chapter 1, An Overview of the Visioning and Strategic Planning Process
  • Chapter 2, How to Begin a Community Visioning Process
  • Chapter 6, Developing a Community Vision and Selecting Key Performance Areas

“Foresight First.” By James J. Mapes. Sky (the in-flight magazine of Delta Airlines), September 1991. Now On-line

A Guide to Community Visioning: Hands-On Information for Local Communities. Edited by Stephen C. Ames. Oregon Visions Project, Oregon Chapter of the American Planning Association, 1998.

Planning for Community Heart and Soul: A Review of Processes & Practitioners. By Rebecca Sanborn, with Helen Whyte. The Orton Family Foundation, Middlebury, Vermont. On-line

Planning for the Future: A Handbook on Community Visioning. 3rd edition. Center for Rural Pennsylvania, Harrisburg, Pennsylvania, [n.d.]. On-line

Taking Command of Change: A Practical Guide for Applying the Strategic Development Process in State Historic Preservation Offices. By Douglas C. Eadie. U.S. Department of the Interior, National Park Service, Cultural Resources, Interagency Resources Division and the National Conference of State Historic Preservation Officers, Washington, D.C., 1995. On-line

  • Chapter 2, Creating a Strategic Framework

“What’s in a Vision Statement?” Strategic Planning, Frequently Asked Questions. Alliance for Nonprofit Management. On-line

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Resource Assessment

“Applying GIS Technology to Preservation Planning.” By Deidre McCarthy. Forum Journal vol. 15, no. 4, National Trust for Historic Preservation, Washington, D.C., Summer 2001.

The Community Visioning and Strategic Planning Handbook. By Derek Okubo. 3rd printing. National Civic League, Denver, 2000. On-line

  • Chapter 4, Defining the Current Realities of the Community
  • Chapter 5, Civic Infrastructure: Assessing Community Capacity

Crossroads, Hamlet, Village, Town: Design Characteristics of Traditional Neighborhoods, Old and New. By Randall G. Arendt. Planning Advisory Service Report Number 487/488. American Planning Association, Chicago, 1999.

Cultural Resources: The Local Planning Guide to Preparing a Cultural Resources Element for the Comprehensive Plan. By Allison C. Bello and Dorothy McFalls. South Carolina Academy for Planning and the South Carolina Chapter of the American Planning Association, Columbia, 2002.

  • Chapter 1, The Compehensive Planning and Cultural Resources Connection.

Discovering and Planning Your Community Character: Guidebook for Citizens and Local Planners. By V. Gail Easley and Glenn Coyne. Technical Assistance Series, Georgia Department of Community Affairs, Atlanta, 2005. On-line

  • Part 2, The Character of Your Community

A Guide to Smart Growth and Cultural Resource Planning. Edited by Richard A. Bernstein. Wisconsin Historical Society, Division of Historic Preservation, Madison, n.d. On-line

  • Chapter 2, The Cultural Resource Plan Development Process, Step 3
  • Chapter 4, The Cultural Resource Survey

Guidelines for Local Survey: A Basis for Preservation Planning. By Ann Derry, H. Ward Jandl, Carol D. Shull, and Jan Thorman; revised by Patricia L. Parker. National Register Bulletin. U.S. Department of the Interior, National Park Service, National Register of Historic Places, Washington, D.C., 1985. On-line

“Heart and Soul Planning.” By Edward T. McMahon. ShoreLine, A Journal of Natural Resources, Public Affairs and Culture on the Eastern Shore of Virginia, vol. 23, no. 10, October 2010. On-line

Quality Community Objectives Local Assessment. Georgia Department of Community Affairs, Atlanta. On-line

A Path to Parity: Adopting a Historic Preservation Element to the General Plan. By Petree A. Knighton. A Professional Report for the California Office of Historic Preservation, Sacramento, 2002. On-line

  • Chapter 4, Preservation Planning: The Foundation
  • Chapter 5, The Process of Identification, Designation and Regulation

"Place Making Dividend." By Edward T. McMahon. Planning Commissioners Journal, Number 90, Fall 2010. On-line

Planning for Community Heart and Soul: A Review of Processes & Practitioners. By Rebecca Sanborn, with Helen Whyte. The Orton Family Foundation, Middlebury, Vermont. On-line

Preparing a Historic Preservation Plan. By Bradford J. White and Richard J. Roddewig. Planning Advisory Service Report Number 450, American Planning Association and the National Trust for Historic Preservation, Chicago and Washington, D.C., 1994.

Quality Community Objectives, Local Assessment. Planning and Quality Growth Program, Georgia Department of Community Affairs. On-line

"The Sacred Structure in Small Towns: A Return to Manteo, North Carolina." By Randolph T. Hester, Jr. Small Town, January-February 1990.

“Wither Historic Contexts? Their Role in 21st-Century Planning.” By Susan L. Henry Renaud. CRM magazine, vol. 23, no. 7, 2000. On-line

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Assessing Other Factors

Community Culture and the Environment: A Guide to Understanding a Sense of Place. Office of Water, Environmental Protection Agency, Washington, D.C. 2002. (EPA 842-B-01-003) On-line

The Community Visioning and Strategic Planning Handbook. By Derek Okubo. 3rd printing. National Civic League, Denver, 2000. On-line

  • Chapter 4, Defining the Current Realities of the Community
  • Chapter 5, Civic Infrastructure: Assessing Community Capacity

Creating Successful Communities: The Benefits of Effective Planning. By Gunnar Isberg. Metropolitan Council, St. Paul, Minnesota, 1997.

  • Trends in Planning and Development, pages 17-27

Guide to Community Planning in Wisconsin. By Brian W. Ohm. University of Wisconsin, Madison, 1999. On-line (click on “Planning Library” in upper right corner; under “General Planning,” click on Guide)

  • Chapter 4, Data Collection and Analysis
  • Chapter 5, Community Design

Historic Preservation: A Tool for Managing Growth. By Greg Griffith. Washington State Department of Community, Trade, and Economic Development and the Department of Archaeology and Historic Preservation, Olympia, 1994; updated by Diane Wiatr, 2005. On-line

Local Planning: Contemporary Principles and Practice. Edited by Gary Hack, Eugénie Birch, Paul Sedway, and Mitchell Silver. International City/County Management Association, Washington, D.C., 2009.

  • Chapter 2, The Context for Local Planning
  • Chapter 3, Contemporary Concerns of Planning

The Planner’s Use of Information. Edited by Hemalata C. Dandekar. 2nd edition. Planners Press, American Planning Association, Chicago, 2003.

Taking Command of Change: A Practical Guide for Applying the Strategic Development Process in State Historic Preservation Offices. By Douglas C. Eadie. U.S. Department of the Interior, National Park Service, Cultural Resources, Interagency Resources Division and the National Conference of State Historic Preservation Officers, Washington, D.C., 1995. On-line

  • Chapter 3, External and Internal Environments
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Identifying Issues and Opportunities

Community Toolbox – Defining Issues. Rivers, Trails and Conservation Assistance Program, National Park Service, U.S. Department of the Interior, Philadelphia. On-line

The Community Visioning and Strategic Planning Handbook. By Derek Okubo. 3rd printing. National Civic League, Denver, 2000. On-line

  • Chapter 4, Defining the Current Realities of the Community
  • Chapter 5, Civic Infrastructure: Assessing Community Capacity

Creating Successful Communities: The Benefits of Effective Planning. By Gunnar Isberg. Metropolitan Council, St. Paul, Minnesota, 1997.

  • Trends in Planning and Development, pages 17-27

Cultural Resources: The Local Planning Guide to Preparing a Cultural Resources Element for the Comprehensive Plan. By Allison C. Bello and Dorothy McFalls. South Carolina Academy for Planning and the South Carolina Chapter of the American Planning Association, Columbia, 2002.

  • Chapter 2, Preparing the Cultural Resources Element
  • Chapter 4, Pulling It All Together

Guide to Community Planning in Wisconsin. By Brian W. Ohm. University of Wisconsin, Madison, 1999. On-line (click on “Planning Library” in upper right corner; under “General Planning,” click on Guide)

  • Chapter 1, Section 2.2.3. Data Collection and Analysis
  • Chapter 4, Data Collection and Analysis

A Guide to Smart Growth and Cultural Resource Planning. Edited by Richard A. Bernstein. Wisconsin Historical Society, Division of Historic Preservation, Madison, n.d. On-line

  • Chapter 2, The Cultural Resource Plan Development Process, Steps 3 and 4
  • Chapter 4, The Cultural Resource Survey

Historic Preservation: A Tool for Managing Growth. By Greg Griffith. Washington State Department of Community, Trade, and Economic Development and the Department of Archaeology and Historic Preservation, Olympia, 1994; updated by Diane Wiatr, 2005. On-line

Local Planning: Contemporary Principles and Practice. Edited by Gary Hack, Eugénie Birch, Paul Sedway, and Mitchell Silver. International City/County Management Association, Washington, D.C., 2009.

  • Chapter 2, The Context for Local Planning
  • Chapter 3, Contemporary Concerns of Planning

Taking Command of Change: A Practical Guide for Applying the Strategic Development Process in State Historic Preservation Offices. By Douglas C. Eadie. U.S. Department of the Interior, National Park Service, Cultural Resources, Interagency Resources Division and the National Conference of State Historic Preservation Officers, Washington, D.C., 1995. On-line

  • Chapter 4, Issue Identification and Selection
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Developing Goals

The Community Visioning and Strategic Planning Handbook. By Derek Okubo. 3rd printing. National Civic League, Denver, 2000. On-line

  • Chapter 6, Developing a Community Vision and Selecting Key Performance Areas
  • Chapter 7, Action Planning and Implementation

Community Toolbox – Goal Setting. Rivers, Trails and Conservation Assistance Program, National Park Service, U.S. Department of the Interior, Philadelphia. On-line

Cultural Resources: The Local Planning Guide to Preparing a Cultural Resources Element for the Comprehensive Plan. By Allison C. Bello and Dorothy McFalls. South Carolina Academy for Planning and the South Carolina Chapter of the American Planning Association, Columbia, 2002.

  • Chapter 4, Pulling It All Together

Guide to Community Planning in Wisconsin. By Brian W. Ohm. University of Wisconsin, Madison, 1999. On-line (click on “Planning Library” in upper right corner; under “General Planning,” click on Guide)

  • Chapter 1, Section 2.2.4, Defining Community Goals and Objectives

A Guide to Smart Growth and Cultural Resource Planning. Edited by Richard A. Bernstein. Wisconsin Historical Society, Division of Historic Preservation, Madison, n.d. On-line

  • Chapter 2, The Cultural Resource Plan Development Process, Steps 4 and 5
  • Chapter 4, The Cultural Resource Survey

Historic Preservation: A Tool for Managing Growth. By Greg Griffith. Washington State Department of Community, Trade, and Economic Development and the Department of Archaeology and Historic Preservation, Olympia, 1994; updated by Diane Wiatr, 2005. On-line

  • Examples of Historic Preservation "Goals, Policies, and Action Steps, page 14

Preparing a Historic Preservation Plan. By Bradford J. White and Richard J. Roddewig. Planning Advisory Service Report Number 450, American Planning Association and the National Trust for Historic Preservation, Chicago and Washington, D.C., 1994.

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Producing the Plan Document

Community Planning: An Introduction to the Comprehensive Plan. By Eric Damian Kelly, Eric Damian and Barbara Becker. Island Press, Washington, D.C. and Covelo, California, 2000.

  • Chapter 8, Putting It All Together

Creating Successful Communities: The Benefits of Effective Planning. By Gunnar Isberg. Metropolitan Council, St. Paul, Minnesota, 1997.

  • Characteristics of High Quality Comprehensive Plans, pages 11-13

Cultural Resources: The Local Planning Guide to Preparing a Cultural Resources Element for the Comprehensive Plan. By Allison C. Bello and Dorothy McFalls. South Carolina Academy for Planning and the South Carolina Chapter of the American Planning Association, Columbia, 2002.

  • Chapter 4, Pulling It All Together: Creating and Presenting a Cohesive Cultural Resources Element and Comprehensive Plan

A Guide to Smart Growth and Cultural Resource Planning. Edited by Bernstein, Richard A. Bernstein. Wisconsin Historical Society, Division of Historic Preservation, Madison, n.d. On-line

  • Chapter 3, Model Outline for the Cultural Resource Section

Historic Preservation: A Tool for Managing Growth. By Greg Griffith. Washington State Department of Community, Trade, and Economic Development and the Department of Archaeology and Historic Preservation, Olympia, 1994; updated by Diane Wiatr, 2005. On-line

  • A Model Historic Preservation Plan Outline, pp. 12-13

Planning in Plain English: Writing Tips for Urban and Environmental Planners. By Natalie Macris. Planners Press, American Planning Association, Chicago, 2000.

Guide to Community Planning in Wisconsin. By Brian W. Ohm. University of Wisconsin, Madison, 1999. On-line (click on “Planning Library” in upper right corner; under “General Planning,” click on Guide)

  • Chapter 1, Section 2.3, Attributes of an Effective Plan

Preparing a Historic Preservation Plan. By Bradford J. White and Richard J. Roddewig. Planning Advisory Service Report Number 450, American Planning Association and the National Trust for Historic Preservation, Chicago and Washington, D.C., 1994.

  • Chapter 2, Elements of a Good Preservation Plan
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Implementing the Plan

Aesthetics, Community Character and the Law. By Christopher J. Duerksen and R. Matthew Goebel. Planning Advisory Service Report Number 489/490. Scenic America and the American Planning Association, Washington, D.C. and Chicago, 1999.

The Citizen’s Guide to Zoning. By Herbert Smith. Planners Press, American Planning Association, Chicago, 1983.

Community Design Assessment: A Citizen’s Planning Guide. By Kennedy Smith and Leslie Tucker. Preservation Books, National Trust for Historic Preservation, Washington, D.C., 2006.

Community Planning: An Introduction to the Comprehensive Plan. By Eric Damian Kelly, Eric Damian and Barbara Becker. Island Press, Washington, D.C. and Covelo, California, 2000.

  • Chapter 1, sections on Implementation and Monitoring, pages 19-21
  • Part III, Making Plans Work

The Community Visioning and Strategic Planning Handbook. By Derek Okubo. 3rd printing. National Civic League, Denver, 2000. On-line

  • Chapter 7, Action Planning and Implementation

Conservation Design for Subdivisions: A Practical Guide to Creating Open Space Networks. By Randall G. Arendt, et al. Island Press, Covelo, California, 1996.

Conservation Easement Handbook. By Elizabeth Byers and Karin Marchetti Ponte. 2nd Edition. The Land Trust Alliance and the trust for Public Land, 2005.

Crossroads, Hamlet, Village, Town: Design Characteristics of Traditional Neighborhoods, Old and New. By Randall Arendt. Planning Advisory Service Report No. 487/488. American Planning Association, Chicago, 1999.

Cultural Resources: The Local Planning Guide to Preparing a Cultural Resources Element for the Comprehensive Plan. By Allison C. Bello and Dorothy McFalls. South Carolina Academy for Planning and the South Carolina Chapter of the American Planning Association, Columbia, 2002.

  • Chapter 4, Section 6, Implementation and Evaluation Techniques
  • Chapter 4, Section 7, Documenting the Process and Sharing the Results

Envisioning Better Communities: Seeing More Options, Making Wiser Choices. By Randall Arendt. American Planning Association and the Urban Land Institute, Planners Press, Chicago, 2010.

Financial Incentives and Opportunities for Historic Preservation and Archaeology in Virginia. Virginia Department of Historic Resources, Richmond, 2008. On-line

Form-Based Codes: A Guide for Planners, Urban Designers, Municipalities, and Developers. By Daniel Parolek, Karen Parolek, and Paul C. Crawford. John Wiley & Sons, Inc., New York, 2008.

Guide to Community Planning in Wisconsin. By Brian W. Ohm. University of Wisconsin, Madison, 1999. On-line (click on “Planning Library” in upper right corner; under “General Planning,” click on Guide)

  • Chapter 1, Section 2.2.8, Implementation: Using the Plan for Continuing Decisions
  • Chapter 1, Section 2.2.9, Maintaining Plan Effectiveness
  • Chapter 2, Section 2, Implementing the Plan

A Guide to Smart Growth and Cultural Resource Planning. Edited by Richard A. Bernstein. Wisconsin Historical Society, Division of Historic Preservation, Madison, n.d. On-line

  • Part II: Implementation

Historic Preservation: A Tool for Managing Growth. By Greg Griffith. Washington State Department of Community, Trade, and Economic Development and the Department of Archaeology and Historic Preservation, Olympia, 1994; updated by Diane Wiatr, 2005. On-line

  • Historic Preservation Plan Implementation: Achieving Goals, pages 15-21

Historic Preservation Easements: A Directory of Historic Preservation Easement Holding Organizations. By Claire Schofield. Revised edition. U.S. Department of the Interior, National Park Service, Heritage Preservation Services Division, Washington, D.C., 2003. On-line

“How do we increase our chances of implementing our strategic plan?” Strategic Planning, Frequently Asked Questions. Alliance for Nonprofit Management. On-line

Innovative Tools for Historic Preservation. By Marya Morris. Planning Advisory Service Report Number 438, American Planning Association and the National Trust for Historic Preservation, Chicago and Washington, D.C., 1992.

  • Chapter 4. Preservation and the Comprehensive Plan

“Issues Papers: Conservation Districts.” Edited by Stephen A. Morris. Cultural Resources Partnership Notes. U.S. Department of the Interior, National Park Service, Heritage Preservation Services, 1993; reissued 1998. On-line

A Legal Guide to Urban and Sustainable Development for Planners, Developers, and Architects. By Daniel K. Slone, Doris S. Goldstein, and W. Andrew Gowder. John Wiley & Sons, Inc., New York, 2008.

Local Planning: Contemporary Principles and Practice. Edited by Gary Hack, Eugénie Birch, Paul Sedway, and Mitchell Silver. International City/County Management Association, Washington, D.C., 2009.

  • Chapter 6, Putting Plans to Work
  • Chapter 8, Managing Planning

Maintaining Community Character: How to Establish a Local Historic District. By Pratt Cassity. Preservation Books, National Trust for Historic Preservation, Washington, D.C., 1992, reprinted 2005.

Managing Growth and Development in Virginia: A Review of the Tools Available to Localities. By Eldon James & Associates and George M. Homewood. 2009 Edition. The Virginia Chapter of the American Planning Association, 2009. On-line

New Urbanism: Best Practices Guide. By Robert Steuteville, Phillip Langdon, and Contributors. 4th Edition. New Urban News Pubications, Inc., 2009.

Planning for Community Heart and Soul: A Review of Processes & Practitioners. By Rebecca Sanborn, with Helen Whyte. The Orton Family Foundation, Middlebury, Vermont. On-line

Preparing a Historic Preservation Plan. By Bradford J. White and Richard J. Roddewig. Planning Advisory Service Report Number 450, American Planning Association and the National Trust for Historic Preservation, Chicago and Washington, D.C., 1994.

  • Chapter 3, Preparing and Implementing a Historic Preservation Plan

“A Primer on the Politics of Plan Implementation.” By Bernie Jones. Planning Commissioners Journal, Issue 12, Fall 1993.

Protecting America’s Historic Neighborhoods: Taming the Teardown Trend. By Adrian Scott Fine and Jim Lindberg. Preservation Books, National Trust for Historic Preservation, Washington, D.C., 2002.

Protecting Older Neighborhoods Through Conservation District Programs. By Julia Miller. Preservation Books, National Trust for Historic Preservation, Washington, D.C., 2004.

Saving Face: How Corporate Franchise Design Can Respect Community Character. By Ronald Lee Fleming. Revised edition. Planning Advisory Service Report Number 503/504. American Planning Association, Chicago, 2002.

SmartCode Version 9 and Manual. By Andres Duany, Sandy Sorlien, and William Wright. New Urban News Publications, Inc., 2010.

Strategies for Protecting Archeological Sites on Private Lands. By Susan L. Henry Renaud. U.S. Department of the Interior, National Park Service, Heritage Preservation Services, Washington, D.C., 2000. Web publication on-line

“Subdivision Regulations and Historic Preservation.” By Stephen A. Morris. Cultural Resources Partnership Notes. U.S. Department of the Interior, National Park Service, Heritage Preservation Services, 1992; updated by Susan L. Henry Renaud and reissued 1998. On-line

Teardown/Mansionization Bulletin: Protecting Older Neighborhoods with Newer Tools, Montgomery County, Maryland. Historic Preservation Section, Maryland-National Capital Park and Planning Commission, Montgomery County Department of Planning, Rockville, Maryland, 2006. On-line

Too Big, Boring, or Ugly: Planning and Design Tools to Combat Monotony, the Too-Big House, and Teardowns. By Lane Kendig. Planning Advisory Service Report Number 528, American Planning Association, Chicago, 2005.

Toolkit of Best Practices. Planning Quality Growth Program, Georgia Department of Community Affairs. On-line

“Zoning and Historic Preservation.” By Stephen A. Morris. Cultural Resources Partnership Notes. U.S. Department of the Interior, National Park Service, Heritage Preservation Services, 1989; updated by Susan L. Henry Renaud and reissued 1998. On-line

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Revising the Plan

Community Planning: An Introduction to the Comprehensive Plan. By Eric Damian Kelly, Eric Damian and Barbara Becker. Island Press, Washington, D.C. and Covelo, California, 2000.

  • Chapter 2, section on Updating the Plan, pages 57-58

Creating Successful Communities: The Benefits of Effective Planning. By Gunnar Isberg. Metropolitan Council, St. Paul, Minnesota, 1997.

  • Steps to Amend a Comprehensive Plan, pages 29-32

Cultural Resources: The Local Planning Guide to Preparing a Cultural Resources Element for the Comprehensive Plan. By Allison C. Bello and Dorothy McFalls. South Carolina Academy for Planning and the South Carolina Chapter of the American Planning Association, Columbia, 2002.

  • Chapter 4, Section 6, Implementation and Evaluation Techniques

A Guide to Smart Growth and Cultural Resource Planning. Edited by Richard A. Bernstein. Wisconsin Historical Society, Division of Historic Preservation, Madison, n.d. On-line

  • Chapter 2, Step 7, Evaluation and Updates

Guide to Community Planning in Wisconsin. By Brian W. Ohm. University of Wisconsin, Madison, 1999. On-line (click on “Planning Library” in upper right corner; under “General Planning,” click on Guide)

  • Chapter 1, Section 2.2.9, Maintaining Plan Effectiveness
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Web Resources

American Planning AssociationMaking Great Communities Happen -- represents the local planning community; lots of useful information on its web site – www.planning.org

Congress for the New Urbanism - Reclaiming Urban Places Once Thought Lost. www.cnu.org

Design Guidelines Online. National Alliance of Preservation Commissions. www.uga.edu/napc/programs/napc/guidelines.htm

Form-Based Codes Institute - The form of our towns and cities affects the quality of our lives. www.formbasedcodes.org

Heart and Soul Community Planning. The Orton Family Foundation. www.orton.org/who/heart_soul

Historic Preservation Learning Portal – An E-Gov Tool for Federal Agencies and the Public, with searchable links to more than 1,000 federal, state, tribal, educational, and non-profit web sites. www.historicpreservation.gov

Land Information Access Association - helps people improve their communities through participation, education, information and the effective use of technology (including GIS) www.liaa.org

Land Trust Alliance - www.landtrustalliance.org

Massachusetts Citizen Planner Training Collaborative - deals with planning, generally; not specific to preservation planning, but useful information; also useful to communities in other states. Check out “Planner’s Toolkit” and “Planning Links” www.umass.edu/masscptc/

National Alliance of Preservation Commissionswww.uga.edu/napc

National Association of Tribal Historic Preservation Officerswww.nathpo.org

National Conference of State Historic Preservation Officers - www.ncshpo.org

National Heritage Areaswww.nps.gov/history/heritageareas/

National Main Street Centerwww.mainstreet.org

National Park Service, Cultural Resource Programswww.nps.gov/history/about.htm

National Register of Historic Placeswww.nps.gov/history/nr

National Trust for Historic Preservationwww.preservationnation.org

Orton Family Foundation - helps local communities envision their futures and develops technologies (including GIS) and programs to empower citizen involvement in community decision-making – www.orton.org

Planner’s Pocket Reference, Municipal Research and Services Center of Washington - not specific to historic preservation, and targeted to communities in Washington State, but information is useful, including links to information from other states – www.mrsc.org/Subjects/Planning/PocketRef.aspx

Planning Acronyms and Abbreviationswww.planning.org/resources-k/acronyms.htm

Planning Directory – extensive listing of web sites related to urban planning – www.planning.org/directory.html

Public Participation in Preservation Planning, Historic Preservation Planning Program, National Park Service – www.nps.gov/history/hps/pad/plancompan/PublicPartic/index.html

Secretary of the Interior’s Standards and Guidelines for Archeology and Historic Preservation - www.nps.gov/history/local-law/arch_stnds_0.htm

Secretary of the Interior’s Standards and Guidelines for Preservation Planning - www.nps.gov/history/hps/pad/PlngStds/index.htm

Smart Code - a unified land development ordinance for planning and urban design - www.smartcodecomplete.com/learn/facts.html

Smart Growth Online – information about smart growth strategies, including funding opportunities – www.smartgrowth.org

U.S. Bureau of the Censuswww.census.gov

Working on the Past In Local Historic Districts – using the Secretary of the Interior’s Standards and Guidelines for the Treatment of Historic Properties in local communities - www.nps.gov/history/hps/workingonthepast/index.htm

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