1. 1A - 1B. Define Project Team, Scope, Vision & Targets

2. Copyright and Use Terms Under this license, you are free to share this presentation and adapt it for your use under the following conditions: You must attribute the work in the manner specified by the author or licensor (but not in any way that suggests that they endorse you or your use of the work). You may not use this work for commercial purposes. If you alter, transform, or build upon this work, you must remove the FOS logo, and you may distribute the resulting work only under the same or similar license to this one. This work is licensed under the Creative Commons Attribution- Noncommercial-Share Alike 3.0 License. To view a copy of this license, visit http://creativecommons.org/licenses/by-nc-sa/3.0/ or send a letter to Creative Commons, 171 Second Street, Suite 300, San Francisco, CA 94105, USA.http://creativecommons.org/licenses/by-nc-sa/3.0/ © Foundations of Success, 2013 FOS strongly recommends that this presentation is given by experts familiar with the adaptive management process presented by the Conservation Measures Partnership’s Open Standards for the Practice of Conservation. Open Standards for the Practice of Conservation

3. CMP Open Standards

4. Our Example – Sacramento River Basin

6. Conceptualize Step 1

7. Define Initial Project Team Step 1A

8. Define Core Project Team Step 1A State & Fed Nat Res Mgmt Agencies Sacramento River Conservancy Fishing and Hunting Groups Local Governments Agro- businesses

9. Consider skills and knowledge needed Define roles Define Initial Project Team Step 1A PersonOrg.SkillsRolesComments LauraSac River Conser- vancy Wetland management; stakeholder liaison, project management Team leader; project manager & implementer Has built rapport with key stakeholders; is well- respected MikeCalifornia Dept of Water Resources Water resources management; community awareness raising Project officer & implementer New team member (Jan 2013)

10. ProjectTeam Members:  Team Leader: Laura  Initial Project Team: Laura, Mike  Core Project Team: Laura, Ben, Sarah, Alejandro Key Advisors: u Representatives from CA u University scientists Our Project Team

11. Conceptualize Step 1

12. Conservation “Projects” Come In All Shapes and Sizes 1.Managing a community fishing ground in Palau 2.Protection or restoration of an endangered species 3.A national park or Natura 2000 site 4.Coordinated efforts to mitigate the burgeoning bushmeat challenge in Eastern Africa 5.The Mava Foundation’s funding program for the Mediterranean, Alps and West Africa Marine regions 6.UN Small Grants Program on Community Management of Protected Areas, globally

13. Conservation Projects Occur at All Scales SINGLE AREA Priority Conservation Areas Coarse-Scale Systems Wide-Ranging Species Pervasive Threats Far-Reaching Actors MULTIPLE AREA

14. Projects focused on biodiversity of a specific place have a geographic scope (project area). Others have a thematic scope, although often a loose geographic boundary Define Scope Step 1B

15. Scope Options for Sacramento River A. Entire Sacramento River Basin B. Sacramento River Valley

16. Project Team:  Team Leader: Laura  Initial Project Team: Laura, Mike  Core Project Team: Laura, Ben, Sarah, Alejandro Geographic Scope: Sacramento River Basin Sacramento Basin Example of Team and Scope

17. Real Example of Team and Scope Meso-American Reef Ecoregion Project Scope: Meso- American Reef Priority Sites Identified Through Ecoregional Assessment (Current & Future Management Areas) Team: Conservation organization’s ecoregional team (core), partner NGOs

18. Scope in Miradi

19. Conceptualize Step 1

20. Vision: A description of the desired state or ultimate condition that a project is working to achieve. A good vision should meet the following criteria: Relatively general: Broadly defined to encompass all project activities Visionary: Inspirational in outlining the desired change in the state of the targets toward which the project is working Brief: Simple and succinct so that all project participants can remember it Define Your Vision Step 1B

21. Sacramento Basin Example Vision Project Scope: Sacramento River Basin, California, USA Vision: A healthy, resilient Sacramento River Basin that provides for thriving and interacting populations of plant, animal, and human communities.

22. Which of the Following Comply with the Criteria for a Good Vision? Improve community health in the West Kilimanjaro Basin region. Carry out planning workshops with government officials. An ecologically healthy dry scrub forest that sustains plant and wildlife populations while also meeting the economic, cultural, and spiritual needs of local communities. Give local NGOs help in the implementation of green enterprises in Fiji. Natural resources conserved and ecosystem functions maintained in Voyageurs National Park for current and future generations. Save Corbett National Park.

23. Vision in Miradi

24. Conceptualize Step 1

25. What are you trying to conserve? Conceptualize: Define Conservation Targets Step 1B

26. Ecosystems  Assemblages of communities that occur together on the landscape; linked by environmental processes  Terrestrial, freshwater, marine Species  Endemic, area-sensitive, globally or regionally significant  Imperiled, endangered, special concern  Groupings of species with similar conservation requirements Step 1B Conceptualize: Define Conservation Targets

27. Mixed hardwood - conifer forest River and riparian system Wetland  Start with ecosystems (which often include “nested” targets)  Then screen for species that have special conservation requirements  Select up to 8 Targets Define Targets Step 1B

28. Lumping or Splitting Targets? “Lump” conservation targets if they meet all of the following tests: – Co-occur on the landscape – Require similar ecological processes – Have similar viability – Have similar threats Therefore will require similar conservation strategies Examples – Fish & mussel assemblages – Grasslands & grassland nesting birds – Mixed conifer-hardwood forest & embedded plant community

29. Our Example – Sacramento River Basin

30. Rivers and streams Salmon Riparian habitat Vernal pool grasslands Oak woodlands Step 1B Conceptualize: Define Conservation Targets

31. Targets in Miradi

33. Define Targets – Map Them (if possible) Step 1B

34. Conceptualize Step 1

35. CMP Strategic Planning Process 1.Team, Scope, Vision 2.Conservation Targets 3.Viability Assessment 6. Goals 7. Determining Strategies 8. Results Chains 9. Objectives and Activities 10.Monitoring Plan 4.Threat Rating 5.Conceptual Model

36. Instructions for break out session 1.Define the scope of your project – Include a map if possible 2.Draft the vision statement for your project – Apply criteria and revise as necessary 3.Select up to 8 conservation targets – Lump or split as necessary 4.Define the team of individuals/ organizations that is implementing this project – Make a table with name of person, organization, skills, role(s), comments

37. Questions that Coaches Should Ask: Team, Scope and Vision Has the team talked explicitly about who is on their team and what skills and experience they have vs. what they need? Did the team revisit their scope after defining their targets? (iterative process) Does the team have a map of their project scope? Does the vision statement meet the criteria?

38. Questions that Coaches Should Ask: Targets Does the plan include coarse-filter, ecosystem targets? And the most important fine-filter targets? Do species targets warrant target status or should they be indicators? Are any targets not of critical importance? Do targets that are lumped meet the criteria for lumping? Are there any that should be lumped?