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Heritage Preservation Services   —   Historic Preservation Planning Program

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Historic Preservation Planning for Local Communities

A Typical Planning Process

Step 7. How Will We Put Our Plan to Work? Identifying Implementation Strategies and Tools

Implementing the plan means putting the plan to work. Activities need to be carried out, and tools and strategies need to be applied, to meet the goals and objectives.

A range of tools and strategies should be carefully examined to understand which would be most appropriate for the resources, existing conditions, trends, and available funding and staffing.

There are also a number of partners who can help achieve the planís goals and objectives. Enlisting partners expands the capabilities of the local preservation program to accomplish more than it could do on its own.

Tools and Strategies

A wide range of tools and strategies are available for implementing your plan, including:
  • Laws and regulations, such as:
    • Comprehensive plan requirements
    • Zoning ordinance
    • Subdivision ordinance
    • Form-based codes and smart codes
    • Resource protection overlay districts
    • Environmental quality laws and regulations
    • Urban design standards

  • Incentives, such as:
    • Tax credits, abatements, and other benefits
    • Transfer/purchase of development rights
    • Easements
    • Actual use property assessment
    • Transfer/purchase of development rights

  • Budgets and funding sources, such as:
    • Local government program budgets
    • Federal, state, and/or local government grant programs
    • Low-cost loans
    • Revolving fund programs
    • Special tax revenue dedicated to preservation activities, such as real estate transfer taxes, dedicated commodity taxes, and vending machine taxes
    • A portion of sales, gasoline, and cigarette tax revenues
    • Resource exploitation fees and specialty license plate fees
    • Lottery or gambling proceeds

  • Programs, staff, and boards and commissions


A variety of agencies and organizations can work together to help achieve your plan's goals, such as:
  • Local government agencies, such as:
    • Local elected officials
    • Planning department
    • Parks and recreation department
    • Environmental protection department
    • Economic development department
    • Tourism department

  • Regional and state government agencies, such as:
    • Regional planning districts
    • State Historic Preservation Office
    • Environmental protection agencies
    • Tourism agency
    • Transfer/purchase of development rights

  • Non-profit organizations, such as:
    • Local, regional, and state historic preservation non-profits
    • Local, regional, and state land trusts
    • Land protection organizations
    • Museums
    • College and university programs in archaeology, history, historic preservation, and urban planning

  • Professional organizations, such as those for
    • Anthropologists
    • Archaeologists
    • Environmentalists
    • Historians
    • Historic preservationists
    • Planners

  • Citizen groups, such as
    • Neighborhood associations
    • Civic associations
    • Special interest groups


Additional guidance can be found in the Sources of Additional Information and the PLANNING COMPANION — just click on the menu links to the left.

Go to Step 8 »


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