Web-Enabling State Wildlife Action Plans Business Processes and Technical Tools
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Transcript of Web-Enabling State Wildlife Action Plans Business Processes and Technical Tools
Web-EnablingState Wildlife Action Plans
Business Processesand Technical Tools
TM
Overview of this Presentation
1. CMP Open Standards & Adaptive Management2. Applying the Open Standards to CA SWAP Revision3. Biz Processes and IT Tools Required to Web Enable
SWAP Revisions
About Foundations of Success
Our Structure• Non-profit organizationOur Mission• To improve the practice of conservationOur 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!
CMP The Conservation Measures Partnership:Leading Conservation Organizations
CMP Wildlife & Habitat ConservationProjects Come In All Shapes and Sizes
1. Managing a wildlife refuge2. A State Wildlife Grant (SWG)-funded action3. A range-wide management plan for the Reddish Egret4. Revisions to a State Wildlife Action Plan
CMP Research On Over 220 MeasuresSystems in Different Fields
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Business &Mngmt
Education &Soc Serv
InternationalDvlpmt
Public Health& Pop
Envt &Conservation
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CMP Business & ManagementFamily Tree
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EFFECTI VENESSACCOUNTI NG & CERTI FICATION
Balanced Scorecard
Cost Accounting
Activity Based Costing
Double-EntryBookkeeping
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
BenchmarkingChaordic Systems
CMP
15001900
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1980
1990
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EFFECTI VENESSACCOUNTI NG & CERTI FICATION
STATUS ASSESSMENT
External Summative Evaluations
Participatory Formative
Evaluations
Project Cycle Based
Monitoring
Need to Integrate Measuring Effectivenessinto an Iterative Project Cycle
CMP Status Question:How are Species and Ecosystems Doing?
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CMP Effectiveness Question:Are Our Actions Leading to Desired Results?
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CMP Similar Concepts, Different Words
CMP AWF CI TNC WCS WWFBiodiv 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
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
CMP The Open Standards for the Practice of Conservation
Overview of this Presentation
1. CMP Open Standards & Adaptive Management2. Applying the Open Standards to CA SWAP Revision
California DFW Using Open Standards toRevise State Wildlife Action Plan
Define Project Scope:A Focus on Key Planning Units
• ~30 Terrestrial Ecoregions• ~20 HUC 4s for Freshwater• ~5 Marine Study Regions
Step 1
Step 1Define Who is OnYour Project Team
SWAP Management Team
Technical Team
Terrestrial/Aquatic/Marine Teams (with outside stakeholders)
Public Review
Step 1Develop Conceptual ModelOf Your System
Step 1Develop Conceptual ModelOf Your System
Step 1Develop Conceptual ModelOf Your System
Step 1Develop Conceptual ModelOf Your System
Step 1Develop Conceptual ModelOf Your System
Step 1Develop Conceptual ModelOf Your System
Step 1Need to Ensure Standard“Roll-Upable” Terms Across Units
Step 2Plan Actions and Monitoring
Step 3Implement Actions & Monitoring
Just Do It!
Step 4Analyze, 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 targetProgress Reports- All projects that are behind schedule for monitoringFrequency 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 individualsSummative Analyses- See summary of objectives example
Step 5Capture & Share Learning:Start with Desired End Report
Timeline for OverallRevision Process
Timeline for OverallRevision Process
Key Lessons from CaliforniaSWAP 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 processNeed data systems to roll-up individual Miradi files and enforce standardization across units
Overview of this Presentation
1. CMP Open Standards & Adaptive Management2. Applying the Open Standards to CA SWAP Revision3. Biz Processes and IT Tools Required to Web Enable
SWAP Revisions
What Processes and IT ToolsAre Needed to Web Enable SWAP Revisions?
+ Common biz processes across key units
CMP Open Standards One Exampleof a Common Biz Process
• ~30 Terrestrial Ecoregions• ~20 HUC 4s for Freshwater• ~5 Marine Study Regions
+ Common biz processes across key units+ Relevant training and outreach tools
What Processes and IT ToolsAre Needed to Web Enable SWAP Revisions?
Guidance and Training to Supportthe Open Standards
+ Common biz processes across key units+ Relevant training and outreach tools+ Standard nomenclature & indicators
What Processes and IT ToolsAre Needed to Web Enable SWAP Revisions?
We Need Standard Terms to Describe Conservation
• Cows?• Cattle?• Livestock?• Grazing?• Ranching?
DirectThreats
BiodiversityTargets
IndirectThreats
Oppor-tunities
affectdriveaffectProjectTeams employ Actions
Two Independent SystemsHave Now Been Unified
IUCN Red ListAuthority Files
CMPTaxonomies
Unified GlobalClassifications
Classifications are Now “Peer Reviewed” Global Standard
Measuring the Effectiveness of State Wildlife Grants and
Wildlife Action Plans
List of Actions
1. Land Protection2. Data Collection/Surveys3. Outreach to Key Resource Users4. Species Restoration 5. Management Planning6. Create New Habitat/Natural Processes7. Conservation Area Designation8. Training and Technical Assistance9. Land Use Planning10. Environmental Review11. Direct Management
Species RestorationDefinition of
ActionExamples
“Generic” Results Chain
Std Objectives
Std Measures
Measures Collection
+ Common biz processes across key units+ Relevant training and outreach tools+ Standard nomenclature & indicators+ Software guidance & standard data collection
What Processes and IT ToolsAre Needed to Web Enable SWAP Revisions?
FOS, CMP & Benetech CreateMiradi Desktop Software
CMPThe Conservation Measures Partnership
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Adaptive Management Software for Conservation Projects
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“Turbo Tax” for Conservation
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Step-by-Step Interview
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Miradi Enables Standard Data Collection For Individual Projects
+ 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 ToolsAre Needed to Web Enable SWAP Revisions?
Definition of Conservation Project
A defined group of practitioners working to achieve agreed upon conservation goals using one or more strategies.
Direct Threats
BiodiversityTargets
Indirect Threats
Oppor-tunities
affectdriveaffectProjectTeams employ
Conservation Strategy
Conservation Strategy
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
BiodiversityTargets
Indirect Threats
Oppor-tunities
affectdriveaffectProjectTeams employ
Conservation Strategy
Conservation Strategy
Direct Threats
BiodiversityTargets
Indirect Threats
Oppor-tunities
affectdriveaffectProjectTeams employ
Conservation Strategy
Conservation Strategy
Direct Threats
BiodiversityTargets
Indirect Threats
Oppor-tunities
affectdriveaffectProjectTeams employ
Conservation Strategy
Conservation Strategy
ProgramTeam
Biodiversity Targets
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
Miradi Projects
Online Adaptive Management & LearningAcross Conservation Programs
Practitioners find similar projects and
learn from them
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How Can We WorkCollaboratively On a Miradi File?
How Do We Standardize DataAcross Projects In Our Program??
1. Manual Code Books2. Generic/Archetypal Chains3. Template “Lego Set” Miradi Fields4. Custom Authority Files/Validation Rules
How Do We AnalyzeProjects within a Program?
Search and Query- All projects that have mountain lion as a componentProgress Reports- All projects that are behind schedule for monitoringFrequency 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 individualsSummative Analyses- See summary of objectives example
How Do We AnalyzeProjects within a Program?
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
Lower Level Project Data: Equal to 100 m Detailed View
Rolled Up Program DataEqual 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/content/ebird/?cat=12
If We Create a Culture of Data Sharing…
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+ 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 ToolsAre Needed to Web Enable SWAP Revisions?
Straw Definition of Web-Enabling SWAPs
Using web-based tools to more efficiently develop and communicate State Wildlife Action Plans.
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!!
More Information
FOSonline.org
ConservationMeasures.org
Miradi.org
MiradiShare.org
CMP
Free TrialTM
What is Usability?
Usability is a quality attribute relating to how easy something is to use. More specifically, it refers to how quickly people can learn to use something, how efficient they are while using it, how memorable it is, how error-prone it is, and how much users like using it. If people won’t use a feature, it might as well not exist (Nielsen & Loranger 2006).
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!!
What Can We Collectively Do to Move Web-Enabling Forward?
• Brilliant idea #1• Brilliant idea #2• Crackpot idea #3
TM
Miradi Enables StrongStandard Reporting
Management Plan
CAP workbook
Annual workplans & budgets
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TM
Communicate
Analyse, Adapt Implement
Plan
Conceptualise
Finance System
Miradi Enables StrongStandard Reporting
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
MarislaFoundation
PackardFoundation
Conservation Needs toKeep Up With Other Priorities
ConservationWorthy Cause A Worthy Cause B
The Power of Measuring EffectivenessThe Bell Curve: Treating Cystic Fibrosis
A Surprise – The Best Get BetterIt’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.
PoorBelowAvg
AboveAvg Best
Distribution of CFTreatment
Center Success