CAP Workbook v6b Demo Strategy effectiveness measures in the CAP Excel tool… … and more! Warren Lockwood - Conservation Data & Info Systems

Why a new version of the CAP workbook ? Version 6b: ConPro changed its data model Needed to “harmonize” Miradi  ConPro  CAP Workbook –Each “thing being measured” has its own indicator. –Monitoring “methods” are shared across indicators. –Most obvious change: “priority” and “progress” added to Viability table. –Version 6b data pack aligns with the new ConPro. (v6a doesn’t) Versions 6a and 6b: Incorporate ‘strategy effectiveness measures’ –tracking indicator measurements over time. –connecting measurements to objectives. Add user-requested features … new summary tables … flexible table formats CAP Workbook v6b

CAP workbooks, ConPro, Miradi & data packs XML file v5a workbook Old CAP workbooks v4b, v4a, v3, v2 V5a Data Pack v6b workbook v6b Data Pack CAP Workbook v6b v6a workbook V5a data packs no longer talk to ConPro! ( 7/29/09 )

Download either v6b or v5a CAP Workbooks CAP Workbook v6b v6b: English & Spanish (Russian & Portuguese are available in v5a only)

1.Summaries (same as v6a): –New summary tables and worksheets. 2.Viability Assessment: –Expanded table and wizard. –Indicator measurements, priority, progress, and objectives. –Time series measurements. 3.Monitoring: –New tables. –New wizards. 4.Strategies: –New tables. 5.New Features (non strategy effectiveness): –Flexible table formats. –New Word table options. Demonstration: CAP Workbook v6b

Workbook layout: version 5 vs. 6 Version v5a Version v6b Summary of Threats Stress Matrix Overall Viability Summary Detailed Viability Summary Summaries, CAP workbook, v6a/v6b The Summary worksheet has been replaced by: Σ Viability Σ Threats Σ Stresses

Σ Viability, CAP workbook, v6a/v6b All targets in one table, or user-defined targets. User-defined level of detail. Displays both Current Rating… … and Desired Rating

Σ Threats, CAP workbook, v6a/v6b All threats and all targets in one table! Plus user-defined threats and targets. Sorted alphabetically or by rank.

Viability, CAP workbook, v6b Repetitive labels are removed. Each rating may have multiple measurements, sorted by date. Each rating may support multiple objectives (displayed by count or by name)

Viability, CAP workbook, v6b Each progress rating may have multiple measurements, sorted by date. Each viability row has its own indicator priority rating. Select the columns, measurements, priority, progress and objectives to display. … an easy way to create new rows…. Select the targets to display.

Indicators – then and now, CAP workbook, v6b Indicator ( = Monitoring Program) Indicator Name (unique ) Method Description Priority Status (Progress) Frequency and Timing Location Who monitors Annual Cost Funding Source Detailed monitoring plan Last updated report Indicator comment Viability row A Viability row B Threat by target Other by target CAP version v5a:CAP version v6b: Monitoring Method X Method Name (new, unique) Method Description Frequency and Timing Location Who monitors Annual Cost Funding Source Detailed monitoring plan Last updated report Method comment (new) Viability row A Viability row B Threat by target Other by target Other (no target) Indicator AIndicator Name Priority Indicator comment Progress 1 Progres s Rating Progres s Date Progress 2 Progres s Rating Progres s Date Progress 3 Progres s Rating Progres s Date Progress 4 Progres s Rating Progres s Date Indicator BIndicator Name Priority Indicator comment Monitoring Method Y Method Name (new, unique) Method Description Frequency and Timing Location Who monitors Annual Cost Funding Source Detailed monitoring plan Last updated report Method comment (new) Indicator CIndicator Name Priority Indicator comment Indicator D Indicator E

Monitoring, CAP workbook, v6b Measurements by Indicator … Key Attributes Editable via Viability wizard Threats by target Other measurements by target or unassociated to targets Each measurement row has its own indicator priority, progress and related objectives. …and by Target.

Monitoring, CAP workbook, v6b “Monitoring Methods” (not Indicators) have monitoring program descriptions Each “Monitoring Method” is linked by the user to selected indicator measurements.

Strategies, CAP workbook, v6b Flexible, user-defined formatting Multiple formats, each with a choice of which rows and columns to display.

Progress Measurements Progress may have multiple measurements, sorted by date. Strategies, CAP workbook, v6b Strategic Actions, Action Steps & Indicators Planned Major Issues Minor Issues On Track Completed Abandoned Objectives Percent Complete

Indicator Measurements by Objective* Key Attributes Threats-by-target Other measurements (both by-target and not) *no longer ‘Indicators’ by Objective Strategies, CAP workbook, v6b

Schedule: ConPro strategy effectiveness: –Launch date: July 29, 2009 CAP workbook v6b: –Released with ConPro. –User manual (English) is updated for v6b. –In English and Spanish. –Other languages will be updated only if resources allow…. Online tutorial: –The complete tutorial is still v5a. No plans to update. CAP Workbook v6b Schedule

Use It! Notify Warren Lockwood of: –Bugs –Things that don’t work as expected –Areas of confusion Save your work (create version 6b data packs) often! CAP Workbook v6b

Top Five Things to Know: 1.Watch the entire online tutorial (even though it’s v5a). 2.Most run-time errors start with a user un-protecting the workbook. 3.Before doing a big repetitive workbook task, contact Warren. 4.Squirrelly workbook? 1.Download a fresh one. If that doesn’t fix it… 2.Zip it, it to Warren with instructions on how to replicate the problem. 5.When stuck or in doubt, double-click! CAP Workbook v6b