Research: Congestion Management in Stations and Trains

As passengers continue to return to using metro more frequently post COVID-19, many metros have experienced constraints on train and station capacity. In some cases, this increased congestion can also result in safety issues that can have catastrophic impacts on customers and the reputation of the metros themselves.

This study summarised magnitude and trends in congestion on metro systems, and further looked at the implemented technologies that allow for mitigations to be put in place. It also identified emergency response and congestion management training that is provided to regular station staff and operational staff on trains.

Concerns for congestion on trains

An overview of best practices for managing congestion in stations and on trains is discussed in the report, with a focus on smaller and shorter-term solutions that can be deployed quickly by member metros.

Research: Recruitment and Retention

The entire recruiting environment has changed greatly since the COVID-19 outbreak therefore many metros have experienced new issues in recruitment and retention. In addition to the pandemic impacts, other factors, such as rising cost of living, expectations of younger generation, and aging workforce, make recruitment and retention more challenging than ever before. The study looked at the extent of recruitment and retention issues that are experienced by metros, identifying reginal difference, key drivers, and most affected roles. It also reviewed staff turnover rate and average time to fill in vacancies in recent years, and the COVID impact on both indicators.

Regional difference in recruitment issues faced by metros

The report outlined implemented improvements and initiatives, with a summary of the emerging trends in improving recruitment and retention performance. Metros’ long-term plans for recruitment and retention and their advice based on their own experience are also covered in the report.

Research: Drivers of Metro Ridership

Ridership has taken on dramatically more importance at metros since the early pandemic, when public transport demand collapsed in an unparalleled way. Metro operators have observed notable changes to travel patterns since the COVID-19 outbreak and therefore have been closely monitoring ridership trends, adding ridership-related KPIs to strategic scorecards, and proactively marketing and promoting their services in new ways.

The study summarises the main enablers and barriers of ridership, metro expectations for long-term demand forecasts, and metro initiatives to drive ridership growth. The initiatives taken by metros before and during the pandemic to promote ridership growth were explored in the six key categories as shown below.

Research: Customer Assistance in Low Staff Environment

In recent years, the use of self-assistance tools in stations has accelerated – driven by technological development, staff shortages, and reduced face-to-face contact during COVID-19. Considering emerging financial challenges, many metros are now reviewing station staffing models with the aim of improving operational efficiency while maintaining a good customer experience. Changing customer behaviours and staff shortages are key drivers of staff reductions, but there are also other drivers affecting station staffing models such as external policies and levels of crime.

Factors Affecting Station Staffing Models

This study included responses from 31 metros reviewing factors impacting staffing level decisions, customer service challenges in low staff stations, station staffing models, and opportunities to reduce staff. Examples of innovations to reduce staffing requirements across key areas of station staff responsibilities e.g. ticketing and customer information, were also presented, along with best practices carried out by metros and the most impactful tools used by both customers and staff in low staff stations.

Research: Staff Retirement Trends

Managing an ageing workforce is a challenge for many metro operators, with some reporting large waves of retirement where significant numbers of highly qualified and experienced staff are lost. The impact of this on metro operations has been compounded by staff shortages more generally related to recruitment and retention challenges since COVID-19 began. The study included information from 27 metros with regard to their growing staffing concerns and best practices for managing staff retirement.

Metros reported the impacts of retirement, retention and recruitment on staff shortages pre COVID-19, now and in the future. By 2022, almost half (48%) of metros perceived recruitment to be an issue, while retirement was considered a major or minor issue in a quarter of metros (26%) and retention had become an important issue in a third of metros (35%).

A number of measures have been taken by metros to respond to short-term staff shortages, and in the longer term to help retain institutional knowledge. The study identified good practices and actions for mitigating impacts of staff shortages and addressing longer term skills gaps.

Research: COVID-19 Update on Recovery

This express study compiled the latest information from 28 metros regarding their ongoing management of and recovery from the pandemic. This study aimed to understand new policies and practices regarding staff vaccination and testing, assess the impact of recent COVID-19 outbreaks on staff availability, update demand, revenue and cost forecasts for 2022 and share new cost reduction and revenue maximisation initiatives. Key findings included:

  • About a third of metros require some or all staff to conduct COVID testing for work, but most metros encourage regular testing using wider government or public health facilities.
  • Vaccine mandates for metro staff are not yet common with three metros reporting them in place. Metro staff typically have higher vaccination rates than the general public, with a few exceptions.
  • Frontline staff availability continues to remain lower than pre-pandemic, with station staff and train drivers particularly affected.
  • Ridership forecasts are generally being revised downwards from previous estimates as the length and severity of the pandemic continues to cause uncertainty.

COMET has been undertaking a number of short, targeted studies and workshops compiling the latest COVID response and recovery at metros. Other examples include Accommodating Returning Demand, Cost Optimisation, Staff Availability, and supporting the wider Transport Strategy Centre’s multimodal benchmarking review of recent activities.

Research: COVID-19 Accommodating Returning Demand

Metro demand has varied dramatically during the course of the pandemic, and is influenced by a wide range of societal and political factors as much as individual passenger behaviour. However, as cities, regions and countries recover from the most immediate impacts of the pandemic, metros are considering how to accommodate a safe and confident regrowth in demand from its lowest level. There are also new opportunities to respond to changing customer travel patterns and preferences, despite the ongoing challenges presented by COVID-19. This study brought together information from 33 COMET metros to understand:

  • How metros plan to manage crowding particularly while the spread of COVID-19 is still a concern (including ongoing COVID-19 policies and event management) metros expect that customer attitudes to personal space will change even without formal social distancing requirements. Operational management (i.e. service and staff response in stations, at platforms and trains) will be important as well as supporting customers to choose their travel times.
  • What metros are doing to influence and encourage demand – metros are implementing or considering customer information tools, and fare changes and promotions to attract/reattract/influence customers.
  • Metros’ future service plans – metros are ensuring flexibility is built into service plans to allow for changes in customer demand, for example service frequencies and peak/off-peak adjustments.
Examples of customer information tools developed during the pandemic

Research: Cleaning Efficiency and Practices

Cleaning has long been an integral part of metro operations, with a focus on manual and resource-intensive methods and following health and safety regulations. With the onset of the COVID-19 pandemic, cleanliness of public transport quickly took on greater prominence, gaining significant political and public interest and becoming a key area for testing and innovation.

Benchmarking of metro cleaning practices offers significant scope for efficiency. Even before COVID-19, cleaning made up almost 5% of an average metro’s operating costs, and as metros begin to recover from the pandemic and attempt to maintain enhanced cleaning standards under constrained budgets, it is essential that metros manage these costs and maximise effectiveness as far as possible.

Factors preventing more effective and efficient cleaning at metros

This study brought together information from 30 metros to explore cleaning trends leading up to the pandemic, including benchmarking on contracts, cleaning hours, and cleaning costs. The study also examined how practices, frequencies and staffing have changed as metros manage COVID-19. Lastly, the study included examples of new techniques, products and practices that have been implemented and found to improve cleanliness outcomes during COVID-19.

Research: COVID-19 Discussion Paper – Impacts and Implications for Global Metros

The Transport Strategy Centre (TSC) at Imperial College London has closely monitored the impacts of COVID-19 on metro operators through the Community of Metros. This COVID-19 Discussion Paper (click to review the full paper) was published to document the main impacts that metros have faced and the key strategic implications for metro operators and their authorities for the future.

The  cover page of Community of Metros COVID-19 Discussion Paper

The paper summarises the primary and immediate impacts of the COVID-19 on metros, as well as the key future implications. Due to the pandemic, most metros, including those that did not previously require operational subsidies, are unlikely to be able to cover operating costs in 2021. The ongoing evolution of the pandemic makes it clear that the recovery period will be extended well beyond 2021 and some new travel patterns are likely to stay.

Even at much lower demand metros still provide critical urban mobility, and it is important to recognise that metros have high proportions of fixed costs and long-term impacts on economies of cities. Therefore, it is better to maximise benefits than to minimise costs. Additional government support and sustainable fares policies are critical for metros as part of a long-term strategy. Sustaining and even increasing investment programmes to modernise existing systems and build extensions would enable the best possible recovery, as well as support long-term work for generations to come.

Community of Metros News: Community of Metros CEO/COO Sessions

Following a ten-year tradition of including a CEO/COO Day as part of the Annual Meeting, this year’s sessions were held virtually due to COVID-19. All 41 member organisations joined the COMET CEO/COO Sessions on 25th March 2021. Metro executives discussed shared challenges and issues of strategic importance for metros with global peers during the two sessions for Eastern and Western time zones.

World map showing members of Community of Metros

Highlights of pre-COVID metro KPI performance and future implications were presented, along with two thematic discussions on Future Demand and Improving Resilience. Metro executives also heard highlight presentations from Hong Kong MTR and Berlin BVG sharing their perspectives and good practices in preparing for the new normal.

During the open discussion, metro executives exchanged experiences on key issues such as working with other stakeholders on policies supporting metros, opportunities to increase financial resiliency, competition between other public transport modes, etc.