1. 2A.Develop a Formal Action Plan: Goals & Strategies © Foundations of Success December 2008

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3. Step 2 Plan Your Actions & Monitoring

4. Conceptualize: Define Scope, Vision, & Targets Step 1

5. Conceptualize: Define Scope, Vision, & Targets Step 1

6. Conceptualize: Develop an Initial Conceptual Model Step 1

7. Conceptualize: Prioritize Critical Threats Step 1

8. Plan Your Actions & Monitoring: Develop Goals & Strategies Step 2

9. Plan Your Actions & Monitoring: Develop Goals & Strategies Step 2

10. Goal: A formal statement detailing a desired impact of a project, such as the desired future status of a target. Develop Your Goals Step 2A A Good Goal Meets the Criteria:

11. Linked to targets: Directly associated with one or more of your conservation targets. Should be phrased in terms of some important ecological attribute(s) of the target that you are trying to conserve  Size (e.g., coral reef coverage)  Condition (e.g., community composition of coral reef)  Landscape context (e.g., sea water temperature, connectivity) Develop Your Goals Step 2A

12. Impact oriented: Represents the desired future status of the conservation target over the long-term. A preview of Results Chains: Develop Your Goals Step 2A

13. Time Limited: Achievable within a specific period of time, generally 10 or more years. Measurable: Definable in relation to some standard scale (numbers, percentage, fractions, or all/nothing states). Specific: Clearly defined so that all people involved in the project have the same understanding of what the terms in the goal mean. Develop Your Goals Step 2A

14. Example of a Goal Step 2A * Healthy populations of species at the top of the food chain, such as sharks, and an abundance of other key species, such as parrot fish and spiny lobster. Whether a population is “healthy” will be based on the latest scientific understanding. See viability assessment for population numbers for different species. By 2025, at least 80% of the coral reef habitat in the northern bioregion will have live coral coverage of at least 20% and will contain healthy populations of key species*

15. Goals in Miradi Step 2A

16. Careful…A Goal is NOT a Threat Reduction Objective Conservation target: Coral reefs Goal: By 2025, at least 80% of the coral reef habitat… Threat to target: Legal but unsustainable fishing by local fishermen Threat reduction objective: By 2020, at least 50% of the local fishing fleet uses only sustainable fishing techniques.

17. Which of the Following Comply with the Criteria for a Good Goal? In 10 years, eliminate mangrove harvesting in all of Ban Don Bay, Thailand. By 2022, more than 80 pairs of quetzales will successfully nest and reproduce each year in the Sierra de las Minas Biosphere Reserve. Within 12 years of the start of the project, Katani Nature Preserve will serve as an effective ecological corridor for tigers traveling between Karimara and Sulaken National Parks. By 2015, the population of blue-billed ducks has increased.

18. Step 2 Plan Your Actions & Monitoring

19. Strategy: A group of actions with a common focus that work together to reduce threats, capitalize on opportunities, or restore natural systems.  includes one or more activities  designed to achieve specific objectives and goals  generally developed to influence key intervention points in your conceptual model Define Your Strategies Step 2A

20. A Good Strategy Meets the Criteria: Linked to Critical Factors: Directly affects one or more critical factors in your conceptual model Focused: Outlines specific courses of action that need to be carried out Feasible: Accomplishable in light of the project's resources and constraints. Appropriate: Acceptable to and fitting within site- specific cultural, social, and biological norms. Define Your Strategies Step 2A

21. Define Your Strategies

22. How to Identify Potential Strategies 1.Select a prioritized threat and associated target(s) to focus on 2.Identify key intervention points to reduce this threat 3.Brainstorm potential strategies 4.Rate strategies and eliminate those not likely to be effective or feasible 5.Select your final strategies 6.Apply criteria for a “good” strategy

23. 1. Select a Prioritized Threat and Associated Target(s) to Focus On Carlos Villalon, The New York Times Illegal shark fishing by mainland boats Sharks

24. 2. Identify Key Intervention Points Select the direct threat, right-click and select “Brainstorm mode” Miradi will take the direct threat and all associated factors and put them onto a new “Brainstorm mode” workspace If necessary, add additional factors Identify the factors you believe you must change to reduce the threat – your key intervention points

25. 2. Identify Key Intervention Points Select the direct threat, right-click and select “Brainstorm mode”

26. Brainstorm Mode

27. If Necessary, Add Factors

28. 2. Identify Key Intervention Points Determine which factors you must change in order to reduce the threat

29. 3. Brainstorm Potential Strategies to Influence Your Key Factors

33. 4. Rate Strategies and Eliminate Those Not Likely to Be Effective or Feasible Potential Impact – Degree to which the strategy (if implemented) will lead to desired changes in the situation at your project site Very High – The strategy is very likely to completely mitigate a threat or restore a target. High – The strategy is likely to help mitigate a threat or restore a target. Medium – The strategy could possibly help mitigate a threat or restore a target. Low – The strategy will probably not contribute to meaningful threat mitigation or target restoration.

34. 4. Rate Strategies and Eliminate Those Not Likely to Be Effective or Feasible Feasibility – Degree to which your project team could implement the strategy within likely time, financial, staffing, ethical, and other constraints Very High – The strategy is ethically, technically, AND financially feasible. High – The strategy is ethically and technically feasible, but may require some additional financial resources. Medium – The strategy is ethically feasible, but either technically OR financially difficult without substantial additional resources. Low – The strategy is not ethically, technically, OR financially feasible.

35. 4. Rate Strategies and Eliminate Those Not Likely to Be Effective or Feasible

37. X X X X

38. 5. Select Final Strategies X X X X

40. 6. Apply Criteria for Strategies Linked to Critical Factors: Directly affects one or more critical factors in your conceptual model Focused: Outlines specific courses of action that need to be carried out Feasible: Accomplishable in light of the project's resources and constraints. Appropriate: Acceptable to and fitting within site-specific cultural, social, and biological norms.

41. Step 2 Plan Your Actions & Monitoring

42. CMP Strategic Planning Process 1.Team, Scope, Vision 2.Conservation Targets 3.Threat Rating 4.Conceptual Model CMP’s Open Standards Project Cycle 5.Goals 6.Strategies 7.Results Chains 8.Objectives 9.Indicators & Monitoring plan

43. CMP Strategic Planning Process 1.Team, Scope, Vision 2.Conservation Targets 3.Viability Analysis 4.Threat Rating 5.Conceptual Model CMP’s Open Standards Project Cycle 6.Goals 7.Strategies 8.Results Chains 9.Objectives 10.Indicators & Monitoring plan

44. Instructions – Strategy Brainstorming Select a priority threat and isolate the chain of factors leading to that threat If needed, add more factors Identify key intervention points you have to change to reduce the threat Brainstorm potential strategies Rate potential strategies in terms of feasibility and potential impact Eliminate strategies In plenary, we will do a relative ranking of all strategies making a “first cut”