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Some Keys to Web-Enabling
State Wildlife Action Plans
Business Processes
and Technical Tools
TM
Overview of this Presentation
1. CMP Open Standards & Adaptive Management
2. Applying the Open Standards to CA SWAP Revisi...
About Foundations of Success
Our Structure
• Non-profit organization
Our Mission
• To improve the practice of conservation...
CMP The Conservation Measures Partnership:
Leading Conservation Organizations
CMP Wildlife & Habitat Conservation
Projects Come In All Shapes and Sizes
1. Managing a wildlife refuge
2. A State Wildlif...
CMP Research On Over 220 Measures
Systems in Different Fields
35
42
55
30
56
0
10
20
30
40
50
60
Business &
Mngmt
Educatio...
CMP Business & Management
Family Tree
1500
1900
1970
1980
1990
2000
EFFECTIVENESS
ACCOUNTING &
CERTIFICATION
Balanced
Scor...
CMP
1500
1900
1970
1980
1990
2000
EFFECTIVENESS
ACCOUNTING &
CERTIFICATION
STATUS
ASSESSMENT
External
Summative
Evaluation...
CMP Status Question:
How are Species and Ecosystems Doing?
?
CMP Effectiveness Question:
Are Our Actions Leading to Desired Results?
?
CMP
Similar Concepts, Different Words
CMP AWF CI TNC WCS WWF
Biodiv
Targets
Focal
Targets
Conserv
Outcomes
Focal
Conserv
T...
CMP Conservation Measures Partnership’s
Open Standards
• Developed by leading orgs &
agencies
• Draws on many fields
• Ope...
CMP The Open Standards for the
Practice of Conservation
Overview of this Presentation
1. CMP Open Standards & Adaptive Management
2. Applying the Open Standards to CA SWAP Revisi...
California DFW Using Open Standards to
Revise State Wildlife Action Plan
Define Project Scope:
A Focus on Key Planning Units
• ~30 Terrestrial Ecoregions
• ~20 HUC 4s for Freshwater
• ~5 Marine S...
Step 1
Define Who is On
Your Project Team
SWAP
Management
Team
Technical Team
Terrestrial/Aquatic/Marine Teams
(with outsi...
Step 1
Develop Conceptual Model
Of Your System
Step 1
Develop Conceptual Model
Of Your System
Step 1
Develop Conceptual Model
Of Your System
Step 1
Develop Conceptual Model
Of Your System
Step 1
Develop Conceptual Model
Of Your System
Step 1
Develop Conceptual Model
Of Your System
Step 1
Need to Ensure Standard
“Roll-Upable” Terms Across Units
Step 2Plan Actions and Monitoring
Step 3Implement Actions & Monitoring
Step 4
Analyze, Use, Adapt:
Think About Key Questions
Examples of Key Questions that CDFW Folks Have Identified:
Search an...
Step 5
Capture & Share Learning:
Start with Desired End Report
Timeline for Overall
Revision Process
Timeline for Overall
Revision Process
Key Lessons from California
SWAP Revision Process
Training in Open Standards Required
• Find a few “power-users” to guide ...
Overview of this Presentation
1. CMP Open Standards & Adaptive Management
2. Applying the Open Standards to CA SWAP Revisi...
What Processes and IT Tools
Are Needed to Web Enable SWAP Revisions?
+ Common biz processes across key units
CMP Open Standards One Example
of a Common Biz Process
• ~30 Terrestrial Ecoregions
• ~20 HUC 4s for Freshwater
• ~5 Marin...
+ Common biz processes across key units
+ Relevant training and outreach tools
What Processes and IT Tools
Are Needed to W...
Guidance and Training to Support
the Open Standards
Training Courses & Coaches
Conservation Coaches Network:
270 Coaches 59 Countries
+ Common biz processes across key units
+ Relevant training and outreach tools
+ Standard nomenclature & indicators
What P...
We Need Standard Terms to Describe
Conservation
• Cows?
• Cattle?
• Livestock?
• Grazing?
• Ranching?
Direct
Threats
Biodi...
Two Independent Systems
Have Now Been Unified
IUCN Red List
Authority Files
CMP
Taxonomies
Unified Global
Classifications
Classifications are Now “Peer Reviewed”
Global Standard
Measuring the Effectiveness of
State Wildlife Grants and
Wildlife Action Plans
List of Actions
1. Land Protection
2. Data Collection/Surveys
3. Outreach to Key Resource Users
4. Species Restoration
5. ...
Species Restoration
Definition of Action
Examples
“Generic” Results Chain
Std Objectives Std Measures
Measures Collection
CMP Final Report Available
www.fishwildlife.org
+ Common biz processes across key units
+ Relevant training and outreach tools
+ Standard nomenclature & indicators
+ Soft...
FOS, CMP & Benetech Create
Miradi Desktop Software
CMP
The Conservation Measures Partnership
TM
Adaptive Management Softwa...
TM
“Turbo Tax” for Conservation
TM
Step-by-Step Interview
TM
Miradi Enables Standard Data Collection
For Individual Projects
+ Common biz processes across key units
+ Relevant training and outreach tools
+ Standard nomenclature & indicators
+ Soft...
Definition of Conservation Project
A defined group of practitioners working to achieve agreed upon
conservation goals usin...
Definition of Conservation Program
A related group of sibling conservation projects designed to
achieve overarching goals ...
Program Managers
define building blocks to
set program framework
Project Managers
use building blocks to define,
manage an...
How Can We Work
Collaboratively On a Miradi File?
How Do We Standardize Data
Across Projects In Our Program??
1. Manual Code Books
2. Generic/Archetypal Chains
3. Template ...
How Do We Analyze
Projects within a Program?
Search and Query
- All projects that have mountain lion as a component
Progre...
How Do We Analyze
Projects within a Program?
Potential to Directly Interface with
Wildlife TRACS’s Spatial Capabilities
Projects and specific factors (e.g. targets, th...
Lower Level Project Data:
Equal to 100 m Detailed View
Rolled Up Program Data
Equal to 10,000 m View
Web-Enabling Info Also Bring in
Potential for 2-Way Citizen Science
Check out ebird for what could be!!
http://ebird.org/c...
If We Create a Culture of Data Sharing…
?
+ Common biz processes across key units
+ Relevant training and outreach tools
+ Standard nomenclature & indicators
+ Soft...
Straw Definition of Web-Enabling SWAPs
Using web-based tools to more efficiently develop and
communicate State Wildlife Ac...
Key Lessons for Web Enabling SWAPs
• Start with underlying biz processes
• Understand ultimate audiences and their info ne...
Straw Definition of Web-Enabling SWAPs
Definition: Using web-based tools to more efficiently develop and
communicate State...
More Information
FOSonline.org
nick@FOSonline.org
ConservationMeasures.org
Miradi.org
MiradiShare.org
CMP
Free TrialTM
TM
Miradi Enables Strong
Standard Reporting
Management
Plan
CAP
workbook
Annual
workplans &
budgets
?
TM
Communicate
Analyse, Adapt Implement
Plan
Conceptualise
Finance
System
Miradi Enables Strong
Standard Reporting
The “Burden of Proof” Depends on Risks,
Costs, and Timeframe for Decision Making
Generally Invest More in Measures When:
•...
Conservation Needs to
Keep Up With Other Priorities
ConservationWorthy Cause A Worthy Cause B
The Power of Measuring Effectiveness
The Bell Curve: Treating Cystic Fibrosis
A Surprise – The Best Get Better
It’s the ce...
Salafsky web enabled wildlife action plans
Salafsky web enabled wildlife action plans
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Salafsky web enabled wildlife action plans

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Nick Salafsky, web-enabled wildlife action plans

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Transcript of "Salafsky web enabled wildlife action plans"

  1. 1. Some Keys to Web-Enabling State Wildlife Action Plans Business Processes and Technical Tools TM
  2. 2. Overview of this Presentation 1. CMP Open Standards & Adaptive Management 2. Applying the Open Standards to CA SWAP Revision 3. Biz Processes and IT Tools Required to Web Enable SWAP Revisions
  3. 3. About Foundations of Success Our Structure • Non-profit organization Our Mission • To improve the practice of conservation Our Strategy • Work with practitioners of all kinds to improve the design, management, monitoring, and learning from conservation projects and programs We don’t implement conservation projects, we make our partners’ conservation projects better!
  4. 4. CMP The Conservation Measures Partnership: Leading Conservation Organizations
  5. 5. CMP Wildlife & Habitat Conservation Projects Come In All Shapes and Sizes 1. Managing a wildlife refuge 2. A State Wildlife Grant (SWG)-funded action 3. A range-wide management plan for the Reddish Egret 4. Revisions to a State Wildlife Action Plan
  6. 6. CMP Research On Over 220 Measures Systems in Different Fields 35 42 55 30 56 0 10 20 30 40 50 60 Business & Mngmt Education & Soc Serv International Dvlpmt Public Health & Pop Envt & Conservation ApproachesReviewed
  7. 7. CMP Business & Management Family Tree 1500 1900 1970 1980 1990 2000 EFFECTIVENESS ACCOUNTING & CERTIFICATION Balanced Scorecard Cost Accounting Activity Based Costing Double-Entry Bookkeeping Engineering Standards Auditing by Accountants Process Certification Scientific Mngmt Total Quality Mngmt Managing for Results Six Sigma Process Reengineering Performance Benchmarking Learning Organization Community of Practice Outcome Evaluation Operations Research Reflective Practice Social Learning STATUS ASSESSMENT Stock Market Index Economic Production Econ Welfare Indicators Outcome Evaluation Accounting Standards Benchmarking Chaordic Systems
  8. 8. CMP 1500 1900 1970 1980 1990 2000 EFFECTIVENESS ACCOUNTING & CERTIFICATION STATUS ASSESSMENT External Summative Evaluations Participatory Formative Evaluations Project Cycle Based Monitoring Need to Integrate Measuring Effectiveness into an Iterative Project Cycle
  9. 9. CMP Status Question: How are Species and Ecosystems Doing? ?
  10. 10. CMP Effectiveness Question: Are Our Actions Leading to Desired Results? ?
  11. 11. CMP Similar Concepts, Different Words CMP AWF CI TNC WCS WWF Biodiv Targets Focal Targets Conserv Outcomes Focal Conserv Targets Landscape Species Long- Term Goals Threats Threats Pressures Threats Threats Threats Objectives Milestones Objectives Targets Project Targets
  12. 12. CMP Conservation Measures Partnership’s Open Standards • Developed by leading orgs & agencies • Draws on many fields • Open source & common language • Used around the world • Lakes Ontario & Huron • State Wildlife Agencies • Swedish National Parks • Donor Funding Programs • Academic Training
  13. 13. CMP The Open Standards for the Practice of Conservation
  14. 14. Overview of this Presentation 1. CMP Open Standards & Adaptive Management 2. Applying the Open Standards to CA SWAP Revision
  15. 15. California DFW Using Open Standards to Revise State Wildlife Action Plan
  16. 16. Define Project Scope: A Focus on Key Planning Units • ~30 Terrestrial Ecoregions • ~20 HUC 4s for Freshwater • ~5 Marine Study Regions Step 1
  17. 17. Step 1 Define Who is On Your Project Team SWAP Management Team Technical Team Terrestrial/Aquatic/Marine Teams (with outside stakeholders) Public Review
  18. 18. Step 1 Develop Conceptual Model Of Your System
  19. 19. Step 1 Develop Conceptual Model Of Your System
  20. 20. Step 1 Develop Conceptual Model Of Your System
  21. 21. Step 1 Develop Conceptual Model Of Your System
  22. 22. Step 1 Develop Conceptual Model Of Your System
  23. 23. Step 1 Develop Conceptual Model Of Your System
  24. 24. Step 1 Need to Ensure Standard “Roll-Upable” Terms Across Units
  25. 25. Step 2Plan Actions and Monitoring
  26. 26. Step 3Implement Actions & Monitoring
  27. 27. Step 4 Analyze, Use, Adapt: Think About Key Questions Examples of Key Questions that CDFW Folks Have Identified: Search and Query - All projects that have mountain lion as a target Progress Reports - All projects that are behind schedule for monitoring Frequency Analyses - Logging is a high rated threat in 12 out of 20 ecoregions (60%) Descriptive & Comparative Stats - The average mountain lion pop is 30 ± 7 individuals Summative Analyses - See summary of objectives example
  28. 28. Step 5 Capture & Share Learning: Start with Desired End Report
  29. 29. Timeline for Overall Revision Process
  30. 30. Timeline for Overall Revision Process
  31. 31. Key Lessons from California SWAP Revision Process Training in Open Standards Required • Find a few “power-users” to guide others Big decisions for SWAP (and database) • Geographic units • Targets (systems-level vs SGCN) • Taxonomies (authority tables) • Level of detail Needed to pilot test the process Need data systems to roll-up individual Miradi files and enforce standardization across units
  32. 32. Overview of this Presentation 1. CMP Open Standards & Adaptive Management 2. Applying the Open Standards to CA SWAP Revision 3. Biz Processes and IT Tools Required to Web Enable SWAP Revisions
  33. 33. What Processes and IT Tools Are Needed to Web Enable SWAP Revisions? + Common biz processes across key units
  34. 34. CMP Open Standards One Example of a Common Biz Process • ~30 Terrestrial Ecoregions • ~20 HUC 4s for Freshwater • ~5 Marine Study Regions
  35. 35. + Common biz processes across key units + Relevant training and outreach tools What Processes and IT Tools Are Needed to Web Enable SWAP Revisions?
  36. 36. Guidance and Training to Support the Open Standards
  37. 37. Training Courses & Coaches Conservation Coaches Network: 270 Coaches 59 Countries
  38. 38. + Common biz processes across key units + Relevant training and outreach tools + Standard nomenclature & indicators What Processes and IT Tools Are Needed to Web Enable SWAP Revisions?
  39. 39. We Need Standard Terms to Describe Conservation • Cows? • Cattle? • Livestock? • Grazing? • Ranching? Direct Threats Biodiversity Targets Indirect Threats Oppor- tunities affectdriveaffect Project Teams employ Actions
  40. 40. Two Independent Systems Have Now Been Unified IUCN Red List Authority Files CMP Taxonomies Unified Global Classifications
  41. 41. Classifications are Now “Peer Reviewed” Global Standard
  42. 42. Measuring the Effectiveness of State Wildlife Grants and Wildlife Action Plans
  43. 43. List of Actions 1. Land Protection 2. Data Collection/Surveys 3. Outreach to Key Resource Users 4. Species Restoration 5. Management Planning 6. Create New Habitat/Natural Processes 7. Conservation Area Designation 8. Training and Technical Assistance 9. Land Use Planning 10. Environmental Review 11. Direct Management
  44. 44. Species Restoration Definition of Action Examples “Generic” Results Chain Std Objectives Std Measures
  45. 45. Measures Collection
  46. 46. CMP Final Report Available www.fishwildlife.org
  47. 47. + Common biz processes across key units + Relevant training and outreach tools + Standard nomenclature & indicators + Software guidance & standard data collection What Processes and IT Tools Are Needed to Web Enable SWAP Revisions?
  48. 48. FOS, CMP & Benetech Create Miradi Desktop Software CMP The Conservation Measures Partnership TM Adaptive Management Software for Conservation Projects
  49. 49. TM “Turbo Tax” for Conservation
  50. 50. TM Step-by-Step Interview
  51. 51. TM Miradi Enables Standard Data Collection For Individual Projects
  52. 52. + Common biz processes across key units + Relevant training and outreach tools + Standard nomenclature & indicators + Software guidance & standard data collection + Databases to find, analyze & roll-up project info What Processes and IT Tools Are Needed to Web Enable SWAP Revisions?
  53. 53. Definition of Conservation Project A defined group of practitioners working to achieve agreed upon conservation goals using one or more strategies. Direct Threats Biodiversity Targets Indirect Threats Oppor- tunities affectdriveaffect Project Teams employ Conservation Strategy Conservation Strategy
  54. 54. Definition of Conservation Program A related group of sibling conservation projects designed to achieve overarching goals and objectives. A program is both a high level “project” in its own right and a parent to its child projects. Direct Threats Biodiversity Targets Indirect Threats Oppor- tunities affectdriveaffect Project Teams employ Conservation Strategy Conservation Strategy Direct Threats Biodiversity Targets Indirect Threats Oppor- tunities affectdriveaffect Project Teams employ Conservation Strategy Conservation Strategy Direct Threats Biodiversity Targets Indirect Threats Oppor- tunities affectdriveaffect Project Teams employ Conservation Strategy Conservation Strategy Program Team Biodiversity Targets
  55. 55. Program Managers define building blocks to set program framework Project Managers use building blocks to define, manage and monitor individual projects within overall program Agency/Org Leaders analyze and review combined project data to drive adaptive mngmt Funders regularly receive consolidated reports showing investment results Miradi Share Miradi Share Online Adaptive Management & Learning Across Conservation Programs Practitioners find similar projects and learn from them - -
  56. 56. How Can We Work Collaboratively On a Miradi File?
  57. 57. How Do We Standardize Data Across Projects In Our Program?? 1. Manual Code Books 2. Generic/Archetypal Chains 3. Template “Lego Set” Miradi Fields 4. Custom Authority Files/Validation Rules
  58. 58. How Do We Analyze Projects within a Program? Search and Query - All projects that have mountain lion as a component Progress Reports - All projects that are behind schedule for monitoring Frequency Analyses - Logging is a high rated threat in 12 out of 20 sites (60%) Descriptive & Comparative Stats - The average mountain lion pop is 30 ± 7 individuals Summative Analyses - See summary of objectives example
  59. 59. How Do We Analyze Projects within a Program?
  60. 60. Potential to Directly Interface with Wildlife TRACS’s Spatial Capabilities Projects and specific factors (e.g. targets, threats, strategies) can all have a spatial footprint to enable GIS analyses
  61. 61. Lower Level Project Data: Equal to 100 m Detailed View
  62. 62. Rolled Up Program Data Equal to 10,000 m View
  63. 63. Web-Enabling Info Also Bring in Potential for 2-Way Citizen Science Check out ebird for what could be!! http://ebird.org/content/ebird/?cat=12
  64. 64. If We Create a Culture of Data Sharing… ?
  65. 65. + Common biz processes across key units + Relevant training and outreach tools + Standard nomenclature & indicators + Software guidance & standard data collection + Databases to find, analyze & roll-up project info = Ingredients for Web-Enabled SWAP Revisions... …and ultimately, More Effective Conservation What Processes and IT Tools Are Needed to Web Enable SWAP Revisions?
  66. 66. Straw Definition of Web-Enabling SWAPs Using web-based tools to more efficiently develop and communicate State Wildlife Action Plans.
  67. 67. Key Lessons for Web Enabling SWAPs • Start with underlying biz processes • Understand ultimate audiences and their info needs • Define both project and program scales • Invest in common structures/lexicons • Technology must ultimately follow (but can inform) the underlying biz processes • Use / bring together existing tech platforms • Coaching, training, and management is critical • Use the web to both collect and communicate our work • This is hard – but we cannot afford not to do it!!
  68. 68. Straw Definition of Web-Enabling SWAPs Definition: Using web-based tools to more efficiently develop and communicate State Wildlife Action Plans. Key Lessons • Start with underlying biz processes • Understand ultimate audiences and their info needs • Define both project and program scales • Invest in common structures/lexicons • Technology must ultimately follow (but can inform) the underlying biz processes • Use / bring together existing tech platforms • Coaching, training, and management is critical • Use the web to both collect and communicate our work • This is hard – but we cannot afford not to do it!!
  69. 69. More Information FOSonline.org nick@FOSonline.org ConservationMeasures.org Miradi.org MiradiShare.org CMP Free TrialTM
  70. 70. TM Miradi Enables Strong Standard Reporting Management Plan CAP workbook Annual workplans & budgets ?
  71. 71. TM Communicate Analyse, Adapt Implement Plan Conceptualise Finance System Miradi Enables Strong Standard Reporting
  72. 72. The “Burden of Proof” Depends on Risks, Costs, and Timeframe for Decision Making Generally Invest More in Measures When: • Stakes are high (high cost of error or inaction) • Potential to leverage learning • Costs of measures are low relative to actions Marisla Foundation Packard Foundation
  73. 73. Conservation Needs to Keep Up With Other Priorities ConservationWorthy Cause A Worthy Cause B
  74. 74. The Power of Measuring Effectiveness The Bell Curve: Treating Cystic Fibrosis A Surprise – The Best Get Better It’s the centers in the top quartile that are improving fastest….they are at risk of breaking away. What the best may have, above all, is a capacity to learn and adapt – and to do so faster than everyone else. The Bell Curve Leads to Uncomfortable Questions Will being in the bottom half be used against doctors in lawsuits? Will we be expected to tell our patients how we score? Will our patients leave us? Will those at the bottom be paid less than those at the top? The answer to all these questions is likely yes. Poor Below Avg Above Avg Best Distribution of CF Treatment Center Success
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