Producing Conservation Business Plans from Miradi Miradi Companion Producing Conservation Business Plans from Miradi Developed for TNC by Tom Burrows – a volunteer The Miradi Companion is a program that you download from the internet and install onto your computer It takes information from a Miradi project and formats into several different types of Word and Excel documents. It runs on PCs, but not on Macs.

To get access to the program, google “miradi companion” and you’ll find this page There’s a link to download the programs And a 1-page instruction

Scroll down the page to see examples of the main reports – By clicking on the button – here’s an example of the Business Plan

Instructions for using the Miradi Companion Reporting Tool Download the MiradiCompanion.zip file Unzip the MiradiCompanion.zip file to a folder on your computer Download the software – it is in a Zip file Unzip the file – there are 3 items within it - and store it in a folder on your computer – you might like to set up a special folder for this. The software is now ready to use

Instructions for using the Miradi Companion Reporting Tool In Miradi, export your project using the File menu and XML format option; store the file on your computer In Miradi, export your project and store it in a folder on your computer

Instructions for using the Miradi Companion Reporting Tool OPTIONAL: if you want additional images (other than results chains and conceptual diagrams), set up an “OtherImages” directory

Instructions for using the Miradi Companion Reporting Tool OPTIONAL: examples of other images include Cover photo, Introduction, Scope, Funding Plan, Theory of Change

Instructions for using the Miradi Companion Reporting Tool For guidance on naming other images correctly, refer to file Conservation_Business_Plan_Outline_Miradi_Companion.docx Crosswalk of CBP to Miradi – very handy!

Instructions for using the Miradi Companion Reporting Tool Open the Miradi Companion tool by double-clicking on the MiradiCompanion.exe file from Windows File Explorer Click on XMPZ Functions, the Unpack the file you exported from Miradi Open the Companion by double-clicking on the program On top menu, unpack the project you just exported from miradi

Instructions for using the Miradi Companion Reporting Tool Your project information is now ready to use Click on one of the buttons to run any of the reports. When prompted, open the XML file you saved in Step 4. Can no run a report

Instructions for using the Miradi Companion Reporting Tool The Companion will ask you several questions as it formats your report Try different options to see the types of reports that you can produce