The Story of Washington’s Murder (according to Bill Sutherland) 12 th Dec 1799 Inspects plantation in snow 13 th Sore throat 14 th Dec 2:00 AM Breathing difficulties Mr Rawlins, Estate overseer, provided mixture molasses, vinegar Mr Rawlins ordered by Washington to remove 0.75 pint blood 10:00 AM Dr James Craik, personal physician, arrives Preparation dried beetles applied to throat 1 pint blood removed No improvement so another 1 pint blood removed Vinegar in water gargle – near suffocation 2 more pints blood removed 3:00 PM Dr Elisha Dick, prominent physician arrives 1.8 pints blood removed Pulse low 10:10pm Died Total > 6.5 pints removed

Pierre Charles Alexandre Louis ( ) Introduced numerical methods to examine the effectiveness of medical interventions Showed blood letting ineffective

How Practitioners Make Decisions Myth  Anecdote  Observation  Comparison  Replicated  RRC Academic Now Practitioners Future Academic Practitioners Documented Source: Sutherland 2007

CMP The Conservation Measures Partnership The Conservation Project Information Cloud Developing Data Standards and IT Systems to Promote Cross-Project Sharing & Learning TM

About Foundations of Success Our Structure Non-profit organization Our Mission To improve the practice of conservation: We don’t implement conservation projects, we make conservation projects better! Our Strategy Work with practitioners of all kinds to improve the design, management, monitoring, and learning from conservation projects and programs

CMP The Conservation Measures Partnership: Leading Conservation Organizations

CMP Overview of this Presentation 1.Intro to Adaptive Management for Measuring Project & Program Effectiveness 2.The Conservation Project Information Cloud

CMP Wildlife & Habitat Conservation Projects Come In All Shapes and Sizes 1.Managing a community fishing ground in Palau 2.A National Park or Natura 2000 Site 3.State Fish & Wildlife Agency funding programs 4.Coordinated efforts to manage state and federal funding for Puget Sound in Washington State 5.Joint US EPA – Canadian management of Lake Ontario 6.A donor’s funding program for an ocean

CMP Conservation Practitioners Must Be Able To… Assess status of biodiversity Select the interventions that have the highest returns on investments Measure the impact of and improve effectiveness of actions Convince managers, donors, and supporters that results are credible Learn from one another in a systematic fashion

CMP Research On Over 220 Measures Systems in Different Fields

CMP Business & Management Family Tree

CMP Status Question: How are Species and Ecosystems Doing? ?

CMP Effectiveness Question Are Our Actions Leading to Desired Results? ?

CMP Need to Integrate Measuring Effectiveness into an Iterative Project Cycle

CMP Similar Concepts, Different Words CMPAWFCITNCWCSWWF Biodiv Targets Focal Targets Conserv Outcomes Focal Conserv Targets Landscape Species Long- Term Goals Threats PressuresThreats ObjectivesMilestonesObjectivesTargetsProject 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 CMP Open Standards v 2.0

CMP Define Project Scope Step 1

CMP Develop Conceptual Model of Your System TargetsDirect Threats Step 1

CMP Plan Actions and Monitoring Step 2

CMP Implement Actions & Monitoring Step 3

CMP Analyze, Use, Adapt Step 4

CMP Capture & Share Learning Step 5

CMP Adaptive Management Combines Action and Research

CMP Adaptive Management Combines Action and Research

CMP Adaptive Management Combines Action and Research

CMP CMP Open Standards v 2.0 Good Effectiveness Measures Require All These Steps

CMP What Factors Promote Adoption of Best Practices? + Standards that make sense to users

CMP These Standards Tested Around the World CMP Open Standards v 2.0

CMP These Standards Tested With Communities Around the World

CMP What Factors Promote Adoption of Best Practices? + Standards that make sense to users + Support from leadership and donors

CMP Interchange Between CMP Esperanto and Org Versions CMP CI WWF TNC AWF WCS FOS

CMP The Effectiveness Measures Summit

CMP What Factors Promote Adoption of Best Practices? + Standards that make sense to users + Support from leadership and donors + Good training and outreach tools

CMP Guidance and Training to Support the Open Standards

CMP What Factors Promote Adoption of Best Practices? + Standards that make sense to users + Support from leadership and donors + Good training and outreach tools + Standard nomenclature

CMP We Need Standard Terms to Describe Conservation Cows? Cattle? Livestock? Grazing? Ranching?

CMP Two Independent Systems Have Now Been Unified IUCN Red List Authority Files CMP Taxonomies Unified Global Classifications

CMP Hierarchical Classifications

CMP Hierarchical Classifications

CMP Hierarchical Classifications

CMP What Factors Promote Adoption of Best Practices? + Standards that make sense to users + Support from leadership and donors + Good training and outreach tools + Standard nomenclature + Software guidance for projects

CMP CMP Partners with Benetech CMP The Conservation Measures Partnership

CMP “Turbo Tax” for Conservation

CMP Step-by-Step Interview

CMP Summary View

CMP Diagram View

CMP Detailed Viability Analysis

CMP Threat Rating View

CMP Summary Info in Diagram View Yellow Box = High Threat

CMP Strategic Planning Brainstorming View

CMP Adding Strategies to Diagram

CMP Results Chains

CMP Goals, Objectives & Indicators Ind E1: Number of breeding pairs of ruby crested puffins Obj RAT 2 – By June 2009, all tour boats have rat barriers in place.

CMP Reinventing Gantt Charts: Workplanning View JH, RC, RAT JH Black text is non- editable (roll-ups & totals) Blue text is user entered TM

CMP Strong Reporting Capabilities Easy to export images, tables, RTF documents, or XML links to databases Will contain standard templates for major donors and can dramatically reduce transaction costs Coupled with pre-loaded threat/action classifications, becomes basis for cross-project learning

CMP Traditional Design: A “Waterfall” Approach - Gather all requirements - Thorough system analysis - Design entire system - Create (program) whole app - Test & debug - Deploy - Fix & maintain

CMP Agile Programming: An Adaptive Cycle

CMP Miradi Has Sparked Global Interest with Users from Over 130 Countries ArgentinaChannel Is.FranceLaosOmanSpain AustraliaChileGermanyMadagascarPakistanSri Lanka AustriaChinaGhanaMalaysiaPalauSuriname BahamasColombiaGreeceMarshall Is.PanamaSweden BangladeshCongoGuamMauritaniaPapua N GuineaSwitzerland BelarusCosta RicaGuatemalaMauritiusParaguayTanzania BelgiumCroatiaGuyanaMexicoPeruThailand BelizeCubaHondurasMongoliaPhilippinesTurkey BhutanCyprusHong KongMozambiquePolandUganda BoliviaCzech RepublicHungaryMyanmarPortugalUnited Kingdom Bosnia & Herz.DominicaIndiaNamibiaRomaniaUnited States BotswanaEcuadorIndonesiaNepalRussiaUruguay BrazilEgyptIsraelNetherlandsSenegalVenezuela BulgariaEstoniaItalyNew ZealandSeychellesVietnam CambodiaEthiopiaJapanNigeriaSloveniaZimbabwe CameroonFijiKenyaNorthern MarianaSudan CanadaFinlandKosovoNorwaySouth Africa

CMP Org Licenses: May 2011 Organizational Licenses Limited Licenses / Exploring Full TNC WWF Audubon WCS Puget Sound Partnership Rare FOS NFWF Bush Heritage Foundation (Aus) Wild Salmon Center Conservation International AFWA AWF Tasmanian LC NZ NFRT EPA Sweden Finish Minstry Envt Dutch Minstry Envt Australian Department of Sustainability, Environment,Water, Populations & Communities etc…

CMP Miradi Funding Model

CMP What Factors Promote Adoption of Best Practices? + Standards that make sense to users + Support from leadership and donors + Good training and outreach tools + Standard nomenclature + Software guidance for projects + Databases of strategies & projects

CMP If Miradi is the “Front-End” for Data Collection, Where is the “Back-End?” 1.Organizational specific databases (TNC Project Database, WWF Insight)

CMP TNC’s ConPro Database

CMP TNC’s ConPro Database Target: Bears Threat: Hunting

CMP ConPro Finds Projects That Match Criteria

CMP …and Lets You See Details

ConPro Roll-up of Progress Tracking for 10 Coral Triangle MPA Projects

CMP Projects and Especially Strategies as the Basic Unit of Learning Strategies Are: Unit of action More likely to share failures

CMP If We Create a Culture of Data Sharing… ? 

CMP TNC’s ConPro WWF Insight Rare Planet Conservation Evidence.com Habitat Work Schedule / EKO / Wildlife TRACS DataBasin Conservation Registry National Geographic Action Atlas Rainforest Alliance EcoIndex Protected Area databases etc…. But, We Have a Problem: ConPro is Only One of Many Nascent Databases

CMP Info Mngmt Systems Must Meet Both Single Org & Global Needs There can be many sources of experience and ways of synthesizing it, but the world needs access to all relevant experience There are large financial and programmatic inefficiencies if each org builds its own database.

CMP Conservation Effectiveness Data Exchange (CEDEx) Standards Action/Strategy: Interventions designed to reach a project’s objectives and ultimate conservation goals. For example using herbicide to treat an invasive species, establishing a dive tourism business, or setting up a protected area. FieldPriorityTypeComments Action Type4listSingle selection; Based on IUCN- CMP Actions Classification, Level 2 Action Name4textEquivalent of IUCN-CMP Level 3 Action Scale3textScope of the action Action Cost3textCost per action (per year if needed) Objective(s)2textThe specific objectives that project wants to achieve with the action Action Detail2textAdditional description of action

CMP Standard Data Instead of One Common Database Standard Data Fields – The data fields that needs to be collected for each strategy and/or project. Database Access Rights – The terms that participating databases must agree regarding the mutual exchange of information. Conservation Project Info Cloud – Web services that enable users to interact with all participating databases.

CMP Overview of this Presentation 1.Intro to Adaptive Management for Measuring Project & Program Effectiveness 2.The Conservation Project Information Cloud

CMP We Must Meet Needs of Orgs that Don’t Have Their Own System…

CMP …and Create a Global Sharing Mechanism Across Existing Data Systems

CMP Key Potential Functions Allow Users To…. Practitioners achieve better results-based conservation management: Use Open Standards in a collaborative fashion, even at distance Employ tools functions that are only available in an online environment Search for, download, and learn from work done by other project teams Managers and funders have better information and increased transparency: Track project/strategy locations (aka registry), implementation, (aka action tracking), and effectiveness (aka performance monitoring Share/mirror key objects, and roll-up data across projects Export project data to other databases to reduce transaction costs The Conservation Community is able to share info and learn: Analyze project data and create new reports based on this information Provide a forum for diffusing and sharing innovations and best practices

CMP The Conservation Project Info Management Cloud

CMP The Conservation Project Info Management Cloud

CMP The Cloud Could Feed Strategy & Project Data to These Websites Details

CMP Imagine a “Details” Tab Containing Info For Project Team & Donors

CMP Imagine a “Details” Tab Containing Info For Project Team & Donors Details

Wildlife TRACS Integrating measures into regular business processes… Details

CMP Or Imagine A Pop-Up Link in Miradi… Click here…

CMP Who Establishes Standards? Everyone

CMP “Voluntary” Standards Can Be Amazingly Powerful Change Agents Investment Prospectus Company A Investment Prospectus Company B Investment Prospectus Company C GAAP Certified GAAP Certified

CMP Key Technical Considerations Public vs Private Data Entire project Specific views or types of data (eg financial) Specific diagrams Specific objects (issue of basic info vs rolled up info) Specific fields (all project vs in objects or filters) Security and IPR Degree of security (not Martus HR Software) Protect data from unauthorized access Guarantee authorized access

CMP Use a Similar Funding Model That We Employed for Miradi Desktop

CMP What Factors Promote Adoption of Best Practices? + Standards that make sense to users + Support from leadership and donors + Good training and outreach tools + Standard nomenclature + Software guidance for projects + Databases of strategies & projects = Ingredients for Adaptive Management Based Evaluation & Learning

CMP Transforming the Practice of Conservation Practitioners in field using system to plan and implement effective projects Managers and donors getting better information to improve work All stakeholders learning from each other Increased public support for conservation Ultimately, better conservation outcomes

More Information CMP