Overview & tutorial with screen shots

1. TM Overview & tutorial with screen shots Dan Salzer Conservation Science Group Methods & Tools Unit The Nature Conservancy May 28, 2008

2. Note: This presentation contains draft strategy effectiveness information drawn from the Coral Triangle Business Plan & two measures documents. The draft Results Chains are currently under review by Coral Triangle staff.

3. The Conservation Measures Partnership: Leading Conservation Organizations CMP OpenStandardsv 2.0 www.conservationmeasures.org

4. www.miradi.org • Beta released in • January 2007 • Public version • 2.0 released • March 31, 2008

5. CMP Miradi – beta version sparked global interest!630 registered users, 82 countries List updated: Mar 24 2008

6. Miradi tutorial with screen shots Basic Features   • Basic Navigation, Summary View, data entry (4 slides) • Situation Analysis  Result Chain example • Objective data entry • Indicator/Measurement data entry • Display of objectives/indicators • Activity data entry • Planning View – Standard • Reports & Exporting data       Proceed to next slide to walk through this sequence or click on the mouse icons to jump to a particular topic (must view in Slide Show Mode). Each topic includes a button to come back here.         More Advanced Features • Planning View – Custom Views • Planning View – Detailed work planning • Target Viability - Simple approach • Target Viability - KEA approach • Threat Ranking – Simple mode • Threats Ranking – Stress-based mode            

7.  Click this button in any screen to return to directory Start by: 1. Creating a new project 2. Importing a file 3. Opening an existing file

8.  Access More Info, Examples, Workshop Tips Move splitter to adjust size of upper/lower panels Tabs with fields for entering basic project information, team, location, etc. Summary view (pull-down menu to switch to other views) Instructions walk you through data entry, step-by-step

9.  Buttons for standard pick lists – TNC Operating Unit and Terrestrial, Marine, & Freshwater Ecoregions Organization-specific tab & fields for Miradi sponsors

10.  Zoom settings, including “Zoom to fit” Miradi automatically saves – use “undo” to discard changes Tabs for Conceptual Model Diagrams & Results Chains – right click to create new diagrams or to rename existing diagrams Splitter can move bar left/right Right-mouse click to pull up menu for many functions, including creating & deleting bend points and creating Group Boxes Diagram View is the main data entry view in Miradi Click on a factor before adding a new one to automatically link the 2 factors Click on buttons to add factors, check boxes to turn layers on or off Double-click on factors to open properties & add objectives, indicators & more

11.  Highlight one or more strategies then right-click & select to build a draft Results Chain from your Situation Analysis (or alternatively, build a Result Chain from scratch, directly from Control Bar menu) Contributing Factors Direct Threats Target Strategies

12.  Add Measurable Objectives to the Results Chain(s) See next slide for the Dialog Box for that comes up when you Double-click on this factor to enter or edit Objectives

13.  2 Objectives entered Shows details for the highlighted row Adjust default Miradi associations between Objectives and Indicators or Strategies Adding/Editing Objectives for an Intermediate Result User assigned ID code Short name Full Objective name Gray cells show relationships established in the diagram

14.  Add Indicators & Indicator Measurement information See next slide for the Dialog Box that comes up when you Double-click on the Indicator icon for this factor to enter or edit Indicators & Measurements

15.  Shows details for the highlighted row Indicator & measurements over time (actual Coral Triangle measures information) Indicator for Objective 1.2a Past measurement information Most recent indicator measurement information Desired future result value & date Trend (Jumped past 2008-06-30 desired result!) Indicates data from GIS analyses

16.  Objective: By FY17, 10 more MPAs or networks designated covering 5.3 M ha for a total of 8.4 million ha protected Indicator: ha of MPAs Objective: 10 CAPs completed & implemented, by FY17. Indicator: ha of MPAs Objective: Seven MPAs fully implemented, effectively managed and sustainably financed, by FY17 Indicator: Mgmt Effectiveness Scores Objective: By 2010, reduce incidence of dynamite fishing to less than 20 incidents/month by 2010." (Illustrative example only) Indicator: dynamite blasts/month Goal: By FY10, coral cover increased by at least 2%/year on average in 5 MPAs where TNC is working Indicator: Percent live coral cover Result Chain with Objectives & Indicators Click 5 times to fully display animation

17.  Add Activities & high-level work plan information for Strategies Results Chain Diagram See next slide for the Dialog Box that comes up when you Double-click on this factor to enter or edit Activities

18.  4 Activities Entered Shows details for the highlighted row Name of Strategy Activity data entry (fictitious data) Activities tab on the Strategies Dialog Box Overall estimated cost for this Activity can be entered here Calendar pop-ups allows you to specify start and end dates for an Activity Click on “High Level Est” for simple work planning data entry Staff assigned to Activity (to add new staff to pop-up list, go to Planning View and click on Resources tab)

19.  Resize or move columns or adjust row height by clicking & dragging with mouse Indicators Standard Planning Views (Monitoring Plan selected) Objectives Objectives Click to open dialog box to enter or edit monitoring methods Details for the selected row are displayed in the lower panel Click to open dialog box to enter or edit Progress Ratings Select Planning View from upper left pull-down menu Standard Planning Views displays tables of entered data and supports data entry and editing in the lower panel Result Chain

20.  Export Miradi zip file Reports for individual sections Reports & Exporting Data Reports View Full Report • Reports can be saved as PDF files or Open Office documents. • All diagrams can be exported as JPEG or PNG image files (tip – zoom-in before Export to improve image quality). • All tables can be exported as JPEG or PNG images or as tab-delimited tables.

21.  Past Rating, with Date & Details Most recent progress rating for this Activity Details for the selected row are displayed in the lower panel Who & When information for Activities Click on “Create Custom” then click check boxes to select which rows & columns to display Custom Planning Views - Tracking Progress of Strategies or Activities over time (fictitious Activities & Progress) Progress Rating from standard categories Objective Notes on progress rating Strategy Activity Click here to edit or view past Progress Reports for this Activity

22.  Detailed Work Planning Tabs for entering Account Codes or Funding Sources See Resources tab for adding new Resources (staff, other expenses) Cost rolled up to Strategy from Activities Work Plan standard Planning View Details of highlighted row appear below Roll-up for this Activity Budget Total Resources pull-down menu Account codes & Funding Source Budget / year Units per year (can also plan by Qtr) Cost units & cost per unit

23.  Shows details for the highlighted row Set desired future status Simple Viability Mode – Indicator & Desired Status Target name Viability Analysis Mode: Simple Overall target viability status Create an indicator

24.  Shows details for the highlighted row Simple Viability Mode – Indicator Measurements Past measurement information Most recent indicator measurement information Assign Trend category Document how measurements were obtained

25. Target name  Add one or more indicator rating descriptions Shows details for the highlighted row Set desired future status Key Attribute Viability Mode – Indicator & Desired Status Viability Analysis Mode: Key Attribute Create a KEA Create an indicator Document how ratings and measurements were obtained

26.  Shows details for the highlighted row Key Attribute Viability Mode – Indicator Measurements Past measurement information Most recent indicator measurement information Assign Trend category Document how measurements were obtained

27.  Simple Threat Ranking - Severity, Scope, & Irreversibility assigned to Direct Threats (Sources of Stress) Miradi supports 2 Threat Ranking Modes

28.  Rapid ranking tool available if you are familiar with ranking criteria Simple Threat Ranking Mode First enter targets and threats in Diagram Wizard will walk you through threat ranking Ranking Criteria definitions will appear in this panel Produces Threat Summary Table (uses TNC roll-up rules)

29.  • Stress-based Threat Ranking (traditional TNC threat ranking): • Stress Severity/Scope • Source Contribution / • Irreversibility Miradi supports 2 Threat Ranking Modes • Option (1) – Diagram View on Threat-Target links (afterDirect Threats [Sources] are entered) • Option (2) - Threat View (after Direct Threats [Sources] are entered) • Option (3) - Enter Stresses & Ranks via Target Properties in Diagram View (can be entered beforeDirect Threat entry) 3 Options for data entry/editing

30. Option (1) – Diagram View on Threat-Target links (afterDirect Threats [Sources] are entered)  Stress-based Threat Ranking Mode Assign Severity & Scope ranks Create/Delete Stresses Double-click on link to pull-up Threat Link Properties Click to enter/edit stresses & stress ranks Assign Direct Threat (i.e., Source) Contribution & Irreversibility Ranks Click check box to show Active Threat (Source) -- Stress relations

31.  Stress-based Threat Ranking Mode • Option (2) - Threat View (afterDirect Threats [Sources] are entered) Wizard provides instructions Create/Delete Stresses Select cell in table Assign Severity & Scope ranks Click to enter/edit stresses & stress ranks Assign Direct Threat (i.e., Source) Contribution & Irreversibility Ranks

32.  Double-click on Target then click on Stresses Tab Stress-based Threat Ranking Mode • Option (3) - Enter Stresses & Ranks via Target Properties in Diagram View (can be enteredbefore Direct Threat entry) Assign Severity & Scope ranks Create/Delete Stresses Assign Direct Threat (i.e., Source) Contribution & Irreversibility Ranks using Options (1) or (2) – see previous 2 slides

33.  Getting more information • Miradi (www.miradi.org) • For assistance, feedback or more information, contact: support@miradi.org, feedback@miradi.org, info@miradi.org • To download the Miradi software, go to www.miradi.org/download • To see answers to Frequently Asked Questions about Miradi, go to www.miradi.org/help • To read more about Miradi, go to www.miradi.org/about • To find out more about the CMP Open Standards for the Practice of Conservation, see www.miradi.org/openstandards • Additional resources from The Nature Conservancy: • TNC version of this presentation available at: • http://conserveonline.org/workspaces/Miradi • Strategy Effectiveness Measures (including TNC results chains examples) • http://conserveonline.org/workspaces/strategy.effectiveness