Quality Management & Improvement Team Tagbilaran City, Bohol Philippines February 3, 2012

1. Introduction to QMI “Not everything measurable matters. Not everything that matters is measurable." Quality Management & Improvement Team Tagbilaran City, Bohol Philippines February 3, 2012

2. Indicative Initiatives • 2007 • Launch Weekly Flash Reports • Design and rollout Prideforce and application process • 2008 • Launch RarePlanet • Support 2.0 Curriculum Rollout • 2009 • Drive programmatic adoption of RarePlanet as project management tool • Formally launch QMI as a team • Launch formal review of campaigns • 2010 • Institutionalize the Pride Scorecard • Launch Cross Regional Cohort Reviews • Simplify tools • Develop, document and training on best practices • Build out analytics function • 2011 “Add One / Take One”

3. QMI is Part of Global Programs President & CEO Brett Jenks COO Dale Galvin Global Programs Paul Butler, Sr. VP Strategy & Growth Martha Piper, Sr. VP Latin America Keith Alger, VP Pride English Steve Watkins, VP Indonesia Taufiq Alimi, VP China Jianguo Cui, VP Finance & Operations Oly Bracho, VP Human Resources Sabina Puppo, VP Marketing & Communications Jason Anderson, VP Global Program Development Patrick Mehlman, Sr. Director Finance Quality Management & Improvement Human Resources & Administration Development Information Technology Training Solution Search Katie Heffener Key Current Position Open Position Bold Text Leadership Team Position Italic Text Temporary or Contract Position Conservation Research and Measurement Social Marketing

4. Quality Management & Improvement Process Create and manage a set of processes and tools to ensure that Rare is running the most effective conservation projects possible and that Rare has a system to monitor and ensure success by improving current campaign and improving the overall design process behind campaigns. Improve the Quality of Pride Campaigns and Pride Process • Team helps gather information through these tools: • Weekly Flash Reports • Support Visit Reports • Partner Surveys • Campaign Deliverables • Campaign Details Page and Results Gather • We assess success through the Scorecard, BSC and meta studies. Success measured by: • Constituency • Capacity • Conservation • Bright Spots Assess • We support data-driven decision making • Monthly Regional Calls • Management & Leadership Meetings • Balanced Scorecard • VP/Director Learning Forum • Board meetings Act • Team Makes Recommendations • Document and communicate best practices • Improve Pride through ad hoc changes, training and mentoring • Initiate and plan major changes Improve Ensures Information Quality and Accurate Reporting

5. Scope of WorkQMI Uses Data to Improve Pride Cohort Planning Recruiting Admissions Cohort Registration Campaign Alumni Follow-Up QMI Primary Owner of Info QMI Supports Information Architecture (Help Document Data Flow & Mgt Quality & Communication) Note – we are hiring a Manager, Business Analytics if you know anyone interested

6. The Evolution of Our Questions:Some questions we answer • Spring 2007 – How many campaigns do we have • Summer 2007 – When will they end • Fall 2007 How are the campaigns doing • Winter 2008: What are the issues being addressed • Spring 2008: What does good really look like • Summer 2008: How much do these campaign costs • Fall 2008: How can we dig in more on these issues • Winter 2009: What does good look like • Spring 2009: How can we learn from this information • Summer 2009: Average population size at site • Fall 2010: % of audience changing behavior • Spring 2011: What are realistic SMART goals and tipping points QMI is often the first source of information for the Dev/Com team

7. Sources of Quality at Rare Cohort / Campaign Level Organizational CPP Curriculum Open Standards SOPs BSC/ DBSC • Work Plan • Key Milestones • Key Milestones on RarePlanet

8. Open Standards at Rare Conceptualize – Concept models, threat rating, results chains (ToC) Plan – Strategies, SMART Goals, emphasize on measuring both leading indicators and outcomes Implement – project planning Analyze – Final campaign learning reports Share – Campaign learning reports, cohort learning process, post to RarePlanet, write articles Amielle is on the CMP Board Daniel co-leads CMP initiative on Human Wellbeing Targets

9. SOPs • Scope: SOPs Provide List of the Key Must Do Activities • Reasons: Legal compliance, donor requirements, organizational risk mitigation. All SOPs are signed off by Dale, updated by owner of the SOP. • A complete list of SOPs can be found here: • http://www.rareplanet.org/en/resource/sop-record-management-0

10. BSC / DBSC • Scope: Entire Organization (Programs, HR, Finance, IT, Dev/Com) • Reasons: • Means to align Rare around common goals and targets • “Balanced” means that there needs to be tradeoffs • QMI’s role: • QMI Helps ensure a consistent rollup of regional programmatic measures to global measures • Helps with some key processes e.g. alumni surveys, partner surveys, Pride Scorecard • Helps guide the implementation of new measures

11. Quality Assurance Checks Check-ins Allow Midcourse Corrections Orientation (Months 1 – 3) Planning (Months 4-9) Implementation (Months 10-23) Analysis (Month 24)  T  T    T   T      T      Stakeholder Matrix Threat Ranking Pre- Survey BROP Monitoring Plan Project Plan Marketing Work Plan Campaign Activity Post- Survey Critical Analysis Site Summary Concept Model Results Chains Audience Segmentation SMART Goals TOC Creative Brief COWP Mini-market Test Final Report Follow-Up Report Late Planning Phase Objectives: Assess strength of strategies Outcomes: Flag problematic strategies Early Implementation Objectives: Revisit flagged campaigns Outcomes: Ensure strategies have changed Midpoint* Objectives: Ensure campaigns are on track Outcomes: Provide extra attention to troubled campaigns Pre-Completion* Objectives: Ensure required steps are completed before graduation Outcomes: Help any campaigns at risk of not graduating. Formal QMI Check-Ins     Rare Support Visits/Workshops BROP Workshop / Support Visit Support Visit (PPM) CR (QMI)* Support Visit (PPM) University Periods * Process not fully defined

12. Key Resources We Support Regional Management Manual - key procedures for mentoring a campaign and running a cohort http://www.rareplanet.org/en/resource/guide-managing-pride-campaign Checklist for a Better Pride- tool to help quality control of key deliverables http://www.rareplanet.org/en/search/apachesolr_search/checklist%20for%20a%20better%20Pride Rare’s SOPs (key procedures for operating at Rare)http://www.rareplanet.org/en/resource/sop-record-management-0 Data FAQs – frequently asked data about Rare http://www.rareplanet.org/en/resource/data-faqs Master Campaign Lists – more detailed information on Rare N:/Programs/Master Campaigns List

13. Improvement Initiatives Focus on doing current things better, rather new things • Improved Pride Scorecard • More focused on aligned to DBSC, aligns to TMT Campaign Framework • Lesser weekly requirements • More action oriented • Campaign Learning Report • Shorter • Separate data sheet to reduce copying and pasting • Focus on gearing up to alumni activities • Cohort Learning Report and Process • Shorter • Geared more towards plus/deltas and generating bright spots • More room for regional customization • Work harder to align to organizational change programs • Support regions • Updated work planning tool (help from Annalisa, Oswaldo, Hari) • New alumni survey • Revise partner surveys (pending) • Experiment – Hybrid support • Kevin Green is working ~10% for PEP team • First time we have staffed cross regionally

14. Questions