Web enabling state wildlife action plans business processes and technical tools
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TM. Web-Enabling State Wildlife Action Plans Business Processes and Technical Tools. Overview of this Presentation. CMP Open Standards & Adaptive Management Applying the Open Standards to CA SWAP Revision Biz Processes and IT Tools Required to Web Enable SWAP Revisions.

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Web enabling state wildlife action plans business processes and technical tools

TM

Web-EnablingState Wildlife Action PlansBusiness Processesand Technical Tools


Overview of this presentation

Overview of this Presentation

  • CMP Open Standards & Adaptive Management

  • Applying the Open Standards to CA SWAP Revision

  • Biz Processes and IT Tools Required to Web Enable SWAP Revisions


About foundations of success

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!


The conservation measures partnership leading conservation organizations

The Conservation Measures Partnership:Leading Conservation Organizations


Wildlife habitat conservation projects come in all shapes and sizes

Wildlife & Habitat ConservationProjects Come In All Shapes and Sizes

  • Managing a wildlife refuge

  • A State Wildlife Grant (SWG)-funded action

  • A range-wide management plan for the Reddish Egret

  • Revisions to a State Wildlife Action Plan


Research on over 220 measures systems in different fields

Research On Over 220 MeasuresSystems in Different Fields


Business management family tree

Business & ManagementFamily Tree


Need to integrate measuring effectiveness into an iterative project cycle

Need to Integrate Measuring Effectivenessinto an Iterative Project Cycle


Status question how are species and ecosystems doing

Status Question:How are Species and Ecosystems Doing?

?


Effectiveness question are our actions leading to desired results

Effectiveness Question:Are Our Actions Leading to Desired Results?

?


Similar concepts different words

Similar Concepts, Different Words


Conservation measures partnership s open standards

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


The open standards for the practice of conservation

The Open Standards for the Practice of Conservation


Overview of this presentation1

Overview of this Presentation

  • CMP Open Standards & Adaptive Management

  • Applying the Open Standards to CA SWAP Revision


California dfw using open standards to revise state wildlife action plan

California DFW Using Open Standards toRevise State Wildlife Action Plan


Define project scope a focus on key planning units

Define Project Scope:A Focus on Key Planning Units

Step 1

  • ~30 Terrestrial Ecoregions

  • ~20 HUC 4s for Freshwater

  • ~5 Marine Study Regions


Define who is on your project team

Define Who is OnYour Project Team

Step 1

SWAP

Management

Team

Technical Team

Terrestrial/Aquatic/Marine Teams

(with outside stakeholders)

Public Review


Develop conceptual model of your system

Develop Conceptual ModelOf Your System

Step 1


Develop conceptual model of your system1

Develop Conceptual ModelOf Your System

Step 1


Develop conceptual model of your system2

Develop Conceptual ModelOf Your System

Step 1


Develop conceptual model of your system3

Develop Conceptual ModelOf Your System

Step 1


Develop conceptual model of your system4

Develop Conceptual ModelOf Your System

Step 1


Develop conceptual model of your system5

Develop Conceptual ModelOf Your System

Step 1


Need to ensure standard roll upable terms across units

Need to Ensure Standard“Roll-Upable” Terms Across Units

Step 1


Plan actions and monitoring

Plan Actions and Monitoring

Step 2


Implement actions monitoring

Implement Actions & Monitoring

Step 3

Just Do It!


Analyze use adapt think about key questions

Analyze, Use, Adapt:Think About Key Questions

Step 4

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


Capture share learning start with desired end report

Capture & Share Learning:Start with Desired End Report

Step 5


Timeline for overall revision process

Timeline for OverallRevision Process


Timeline for overall revision process1

Timeline for OverallRevision Process


Key lessons from california swap revision process

Key Lessons from CaliforniaSWAPRevision 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


Overview of this presentation2

Overview of this Presentation

  • CMP Open Standards & Adaptive Management

  • Applying the Open Standards to CA SWAP Revision

  • Biz Processes and IT Tools Required to Web Enable SWAP Revisions


What processes and it tools are needed 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 example of a common biz process

CMP Open Standards One Exampleof a Common Biz Process

  • ~30 Terrestrial Ecoregions

  • ~20 HUC 4s for Freshwater

  • ~5 Marine Study Regions


What processes and it tools are needed to web enable swap revisions1

What Processes and IT ToolsAre Needed to Web Enable SWAP Revisions?

  • Common biz processes across key units

  • Relevant training and outreach tools


Guidance and training to support the open standards

Guidance and Training to Supportthe Open Standards


What processes and it tools are needed to web enable swap revisions2

What Processes and IT ToolsAre Needed to Web Enable SWAP Revisions?

  • Common biz processes across key units

  • Relevant training and outreach tools

  • Standard nomenclature & indicators


We need standard terms to describe conservation

We Need Standard Terms to Describe Conservation

  • Cows?

  • Cattle?

  • Livestock?

  • Grazing?

  • Ranching?


Two independent systems have now been unified

Two Independent SystemsHave Now Been Unified

CMPTaxonomies

IUCN Red ListAuthority Files

Unified GlobalClassifications


Classifications are now peer reviewed global standard

Classifications are Now “Peer Reviewed” Global Standard


Web enabling state wildlife action plans business processes and technical tools

Measuring the Effectiveness of State Wildlife Grants and Wildlife Action Plans


Web enabling state wildlife action plans business processes and technical tools

List of Actions

Land Protection

Data Collection/Surveys

Outreach to Key Resource Users

Species Restoration

Management Planning

Create New Habitat/Natural Processes

Conservation Area Designation

Training and Technical Assistance

Land Use Planning

Environmental Review

Direct Management


Web enabling state wildlife action plans business processes and technical tools

Species Restoration

Definition of Action

Examples

“Generic” Results Chain

Std Objectives

Std Measures


Web enabling state wildlife action plans business processes and technical tools

Measures Collection


Web enabling state wildlife action plans business processes and technical tools

Final Report Available

www.fishwildlife.org


What processes and it tools are needed to web enable swap revisions3

What Processes and IT ToolsAre Needed to Web Enable SWAP Revisions?

  • Common biz processes across key units

  • Relevant training and outreach tools

  • Standard nomenclature& indicators

  • Software guidance & standard data collection


Fos cmp benetech create miradi desktop software

CMP

The Conservation Measures Partnership

FOS, CMP & Benetech CreateMiradi Desktop Software

TM

Adaptive Management Software for Conservation Projects


Turbo tax for conservation

“Turbo Tax” for Conservation


Step by step interview

Step-by-Step Interview


Miradi enables standard data collection for individual projects

Miradi Enables Standard Data Collection For Individual Projects


What processes and it tools are needed to web enable swap revisions4

What Processes and IT ToolsAre Needed to Web Enable SWAP Revisions?

  • 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


Definition of conservation project

Definition of Conservation Project

A defined group of practitioners working to achieve agreed upon conservation goals using one or more strategies.


Definition of conservation progra m

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.

Program

Team

Biodiversity Targets


Program managers define building blocks to set program framework

Online Adaptive Management & Learning

Across Conservation Programs

ProjectManagersuse building blocks to define, manage and monitor individual projects within overall program

Miradi Share

ProgramManagersdefine building blocks to set program framework

Miradi Projects

Funders regularly receive consolidated reports showing investment results

Miradi Share

Practitioners

find similar projects and

learn from them

Agency/Org Leaders analyze and review combined project data to drive adaptive mngmt

-

-


How can we work collaboratively on a miradi file

How Can We WorkCollaborativelyOn a Miradi File?


How do we standardize data across projects in our program

How Do We Standardize DataAcross Projects In Our Program??

  • Manual Code Books

  • Generic/Archetypal Chains

  • Template “Lego Set” Miradi Fields

  • Custom Authority Files/Validation Rules


How do we analyze projects within a program

How Do We AnalyzeProjectswithin 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


How do we analyze projects within a program1

How Do We AnalyzeProjectswithin a Program?


Potential to directly interface with wildlife tracs s spatial capabilities

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

Lower Level Project Data: Equal to 100 m Detailed View


Rolled up program data equal to 10 000 m view

Rolled Up Program DataEqual to 10,000 m View


Web enabling info also bring in potential for 2 way citizen science

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

If We Create a Culture of Data Sharing…

?


What processes and it tools are needed to web enable swap revisions5

What Processes and IT ToolsAre Needed to Web Enable SWAP Revisions?

  • 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


Straw definition of web enabling swaps

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

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

CMP

More Information

FOSonline.org

[email protected]

ConservationMeasures.org

Miradi.org

MiradiShare.org

FreeTrial

TM


What is usability

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 swaps1

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

What Can We Collectively Do to Move Web-Enabling Forward?

  • Brilliant idea #1

  • Brilliant idea #2

  • Crackpot idea #3


Miradi enables strong standard reporting

Miradi Enables StrongStandard Reporting

CAP workbook

?

Management Plan

Annual workplans & budgets


Miradi enables strong standard reporting1

Miradi Enables StrongStandard Reporting

Conceptualise

Plan

Communicate

Analyse, Adapt

Implement

Finance System


The burden of proof depends on risks costs and timeframe for decision making

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


Conservation needs to keep up with other priorities

Conservation Needs toKeep Up With Other Priorities

  • Worthy Cause A

  • Conservation

  • Worthy Cause B


The power of measuring effectiveness the bell curve treating cystic fibrosis

The Power of Measuring EffectivenessThe Bell Curve: Treating Cystic Fibrosis

Distribution of CFTreatmentCenter Success

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.

AboveAvg

BelowAvg

Best

Poor


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