1. 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

2. Pierre Charles Alexandre Louis (1787-1872) Introduced numerical methods to examine the effectiveness of medical interventions Showed blood letting ineffective

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

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

5. 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

6. CMP The Conservation Measures Partnership: Leading Conservation Organizations

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

8. 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

9. 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

10. CMP Research On Over 220 Measures Systems in Different Fields

11. CMP Business & Management Family Tree

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

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

14. CMP Need to Integrate Measuring Effectiveness into an Iterative Project Cycle

15. CMP Similar Concepts, Different Words CMPAWFCITNCWCSWWF Biodiv Targets Focal Targets Conserv Outcomes Focal Conserv Targets Landscape Species Long- Term Goals Threats PressuresThreats ObjectivesMilestonesObjectivesTargetsProject Targets

16. 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

17. CMP The Open Standards for the Practice of Conservation CMP Open Standards v 2.0

18. CMP Define Project Scope Step 1

19. CMP Develop Conceptual Model of Your System TargetsDirect Threats Step 1

20. CMP Plan Actions and Monitoring Step 2

21. CMP Implement Actions & Monitoring Step 3

22. CMP Analyze, Use, Adapt Step 4

23. CMP Capture & Share Learning Step 5

24. CMP Adaptive Management Combines Action and Research

25. CMP Adaptive Management Combines Action and Research

26. CMP Adaptive Management Combines Action and Research

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

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

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

30. CMP These Standards Tested With Communities Around the World

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

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

33. CMP The Effectiveness Measures Summit

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

35. CMP Guidance and Training to Support the Open Standards

36. 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

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

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

39. CMP Hierarchical Classifications

40. CMP Hierarchical Classifications

41. CMP Hierarchical Classifications

42. 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

43. CMP CMP Partners with Benetech CMP The Conservation Measures Partnership

44. CMP “Turbo Tax” for Conservation

45. CMP Step-by-Step Interview

46. CMP Summary View

47. CMP Diagram View

48. CMP Detailed Viability Analysis

49. CMP Threat Rating View

50. CMP Summary Info in Diagram View Yellow Box = High Threat

51. CMP Strategic Planning Brainstorming View

52. CMP Adding Strategies to Diagram

53. CMP Results Chains

54. 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.

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

56. 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

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

58. CMP Agile Programming: An Adaptive Cycle

59. 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

60. 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…

61. CMP Miradi Funding Model

62. 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

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

64. CMP TNC’s ConPro Database

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

66. CMP ConPro Finds Projects That Match Criteria

67. CMP …and Lets You See Details

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

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

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

71. 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

72. 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.

73. 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

74. 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.

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

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

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

78. 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

79. CMP The Conservation Project Info Management Cloud

80. CMP The Conservation Project Info Management Cloud

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

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

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

84. Wildlife TRACS Integrating measures into regular business processes… Details

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

86. CMP Who Establishes Standards? Everyone

87. 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

88. 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

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

90. 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

91. 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

92. More Information www.FOSonline.org nick@FOSonline.org www.ConservationMeasures.org www.Miradi.org http://conpro.tnc.org CMP