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Measuring our Effectiveness—a Framework for Monitoring (Manual 3) PDF

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Preview Measuring our Effectiveness—a Framework for Monitoring (Manual 3)

Technical Manual 3 August 2009 Measuring our effectiveness— a framework for monitoring Why measure our impact? How do we show that we are jÉ~ëìêáåÖ= íÜÉ= áãé~Åí= çÑ= çìê= ÅçåëÉêî~íáçå= effective? ~Åíáçåë=áë=ìåáîÉêë~ääó=êÉÅçÖåáòÉÇ=~ë=~=îáí~ä=óÉí= pçI=Üçï=Çç=ïÉ=âåçï=íÜ~í=ÅçåëÉêî~íáçå=ÉÇìÅ~íáçå= ÅÜ~ääÉåÖáåÖ= í~ëâK= jÉ~ëìêáåÖ= ÉÑÑÉÅíáîÉåÉëë= çê= ÜáêáåÖ= éç~ÅÜÉêë= ~ë= ÉÅçJíçìêáëã= ÖìáÇÉë= ïáää= ëÜçìäÇ=ÄÉ= ~= ÅçêÉ= ÅçãéçåÉåí= çÑ= ÅçåëÉêî~íáçå= ÅçåëÉêîÉ= ÉäÉéÜ~åíë\= = eçï= Çç= ïÉ= âåçï= íÜ~í= éêçàÉÅíë= ÄÉÅ~ìëÉ= áí= ÜÉäéë= íçW= ENF= ÇÉíÉêãáåÉ= íÉ~ÅÜáåÖ=ãáåáëíêó=ëí~ÑÑ=íç=ìëÉ=~=dÉçÖê~éÜáÅ=fåÑçêJ ïÜÉíÜÉê=çê=åçí= íÜÉ=éêçàÉÅí= áë=ãÉÉíáåÖ= áíë=çÄJ ã~íáçå= póëíÉã= ïáää= ÉåÜ~åÅÉ= íÜÉ= ÅçåëÉêî~íáçå= àÉÅíáîÉë= ~åÇ= Ü~îáåÖ= ~= éçëáíáîÉ= ÅçåëÉêî~íáçå= ëí~íìë=çÑ=íÜÉ=å~íáçå~ä=é~êâë\= =eçï=Çç=ïÉ=âåçï= áãé~ÅíX=EOF=áÇÉåíáÑó=ïÜáÅÜ=~Åíáçåë=äÉ~Ç=íç=íÜÉ= íÜ~í= íÜÉ= àçìêå~ä= ~êíáÅäÉ= ïÉ= éìÄäáëÜÉÇ= Ü~ë= áåÑäìJ ëìÅÅÉëë=çê=Ñ~áäìêÉ=çÑ=~=é~êíáÅìä~ê=ÅçåëÉêî~íáçå= ÉåÅÉÇ= ÑáëÜáåÖ= éçäáÅáÉë= ~åÇ= éê~ÅíáÅÉë\= = jçêÉ= ~ééêç~ÅÜX=EPF=Éî~äì~íÉ=~åÇ=êÉîáëÉ=çìê=~ëëìãéJ Äêç~ÇäóI=Üçï=~êÉ=ïÉ=íç=Ö~áå=ÅçåÑáÇÉåÅÉ=íÜ~í=~åó= íáçåë= çÑ=ïÜó= ~åÇ=ïÜÉêÉ= ÅçåëÉêî~íáçå= ÉÑÑçêíë= çÑ= çìê= ÅçåëÉêî~íáçå= ~Åíáçåë= ~êÉ= êÉÇìÅáåÖ= íÜêÉ~íë= ~êÉ= åÉÉÇÉÇX= ~åÇ= EQF= ÉåëìêÉ= íÜ~í= ~ää= é~êíáÅáJ ~åÇ=ÅçåëÉêîáåÖ=ïáäÇäáÑÉ\= é~åíë= áå= íÜÉ= éêçàÉÅíI= Ñêçã= áåíÉêå~íáçå~ä= = kdlë=íç=ÖçîÉêåãÉåí=ëí~ÑÑ=íç=äçÅ~ä=êÉëáÇÉåíëI= ^ää= éêçàÉÅí=ã~å~ÖÉêë= Éåîáëáçå=Üçï= É~ÅÜ= ~Åíáîáíó= äÉ~êå= Ñêçã= íÜÉ= ÉñéÉêáÉåÅÉ= ~åÇ= Å~å= ìëÉ= íÜáë= íÜÉó= ìåÇÉêí~âÉ= áë= áåíÉåÇÉÇ= íç= ÅÜ~åÖÉ= ëçãÉçåÉÛë= âåçïäÉÇÖÉ= íç= áãéêçîÉ= íÜÉáê= áãéäÉãÉåí~íáçå= ÄÉÜ~îáçê=çê=áãéêçîÉ=íÜÉáê=Å~é~Åáíó=íç=êÉÇìÅÉ=çåÉ= çÑ= ÑìíìêÉ= ÅçåëÉêî~íáçå= éêçÖê~ãëK= táíÜçìí= çê=ãçêÉ=íÜêÉ~íë=íç=íÜÉ=ïáäÇäáÑÉ=~åÇ=ïáäÇäáÑÉ=Ü~ÄáJ ãçåáíçêáåÖ= çìê= éêçÖêÉëë= ~åÇ= ~ëëÉëëáåÖ= çìê= í~í= íÜ~í= íÜÉó= ï~åí= íç= ÅçåëÉêîÉK= = qÜÉëÉ= Å~ìë~ä= áãé~ÅíI=ïÉ= êìå= íÜÉ= êáëâ=çÑ=éçìêáåÖ= ÅçåëáÇÉêJ äáåâ~ÖÉë= ÄÉíïÉÉå= çìê= ~ÅíáçåëI= íÜÉ= éêÉî~áäáåÖ= ~ÄäÉ= êÉëçìêÅÉë= áåíç= áåÉÑÑÉÅíáîÉ= ~ÅíáîáíáÉë= íÜ~í= íÜêÉ~íëI= ~åÇ= çìê= ÅçåëÉêî~íáçå= í~êÖÉíë= åçí= çåäó= Çç= åçí= ëìÅÅÉÉÇ= áå= ÅçåëÉêîáåÖ= ïáäÇäáÑÉ= ~åÇ= êÉéêÉëÉåí= íÜÉ= ÅçêÉ= ÜóéçíÜÉëÉë= íÜ~í= ìåÇÉêäáÉ=ïÜó= ïáäÇä~åÇëK= ïÉ= ÄÉäáÉîÉ= çìê= ÅçåëÉêî~íáçå= ÉÑÑçêíë= ïáää= ÄÉ= ëìÅJ = ÅÉëëÑìäI=Äìí=íÜÉó=~äëç=çÑÑÉê=~=ÅäÉ~ê=Ñê~ãÉïçêâ=Ñçê= ãÉ~ëìêáåÖ=~åÇ=ÇÉãçåëíê~íáåÖ=íÜÉ=ÉÑÑÉÅíáîÉåÉëë=çÑ= çìê=ÅçåëÉêî~íáçå=~ÅíáîáíáÉëK= ? ^êÉ=ïÉ=ÅçåÑáÇÉåí=íÜ~í= çìê=~Åíáçåë=êÉÇìÅÉ= íÜêÉ~íë=~åÇ=ÅçåëÉêîÉ= ïáäÇäáÑÉ\= Living Landscapes Program—Monitoring Effectiveness Wildlife Conservation Society 1 «=t`pLa~îáÇ=táäâáÉ= «=t`pLa~îáÇ=táäâáÉ= fÑ= ÅçåëÉêî~íáçå= çÑ= ïáäÇäáÑÉ= ~åÇ= ïáäÇä~åÇë= áë= íÜÉ= çìê=éêçÖêÉëë=íçï~êÇ=ÅçåëÉêîáåÖ=çìê=ÅçåëÉêî~J ìäíáã~íÉ=çÄàÉÅíáîÉ=çÑ=çìê=ÉÑÑçêíëI=íÜÉå=íç=ãÉ~ëìêÉ= íáçå= í~êÖÉíëI=ïÉ=ãìëí=ÄÉ= ~ï~êÉ=çÑ= íÜÉ= íê~ÇÉJ çìê=áãé~Åí=ïÉ=åÉÉÇ=íç=íê~Åâ=íÜÉáê=ÅÜ~åÖáåÖ=ÅçåJ çÑÑëK= = _çíÜ= íÜÉ= íáãÉ= Ñê~ãÉ= åÉÉÇÉÇ= íç= ëÉÉ= êÉJ ëÉêî~íáçå= ëí~íìëK= = _ìí= ëÜçìäÇ= ïÉ= ÑçÅìë= çå= íÜáë= ëìäíë= ~åÇ= íÜÉ= Åçëíë= çÑ= ãçåáíçêáåÖ= ÇÉÅäáåÉ= ~ë= ~äçåÉ\==cáÉäÇ=ÉñéÉêáÉåÅÉ=íÉääë=ìë=íÜ~íI=ÉîÉå=áå=íÜÉ= ïÉ=ãçîÉ=Ñêçã=ÇáêÉÅíäó=ãçåáíçêáåÖ=ÅÜ~åÖÉë=áå= ~ÄëÉåÅÉ= çÑ= Üìã~å= éêÉëëìêÉëI= ÉñçÖÉåçìë= Ñ~Åíçêë= ïáäÇäáÑÉ= ~åÇ= íÜÉáê= Ü~Äáí~íëI= íç=ãçåáíçêáåÖ= êÉJ çìíëáÇÉ= çìê= Åçåíêçä= EÉKÖKI= ÑäççÇëI= ÇáëÉ~ëÉI= ~åÇ= ÇìÅíáçå= áå= íÜêÉ~íëI= íç= ãçåáíçêáåÖ= íÜÉ= áãéäÉJ ÇêçìÖÜíF=~ÑÑÉÅí=íÜÉ=“å~íìê~äÒ=î~êá~íáçå=áå=ïáäÇäáÑÉ= ãÉåí~íáçå= çÑ= çìê= áåíÉêîÉåíáçåëK= = eçïÉîÉêI= éçéìä~íáçåë=~åÇ=Ü~Äáí~í=èì~äáíó= íÜ~í=ïÉ=çÄëÉêîÉ= ìëáåÖ=ãÉ~ëìêÉë=íÜ~í=ÅÜ~åÖÉ=ïáíÜáå=ëÜçêí=íáãÉJ çîÉê=íáãÉK= =eçï=ïáäÇäáÑÉ=~åÇ=íÜÉáê=Ü~Äáí~íë=î~êó= Ñê~ãÉë= ~äëçI= íóéáÅ~ääóI= äçïÉêë= çìê= ÅçåÑáÇÉåÅÉ= çîÉê=ëé~ÅÉ=~åÇ=íáãÉ=ïáää=ÇÉíÉêãáåÉ=íÜÉ=ÉÑÑçêí=ïÉ= áå=ïÜÉíÜÉê= íÜÉ= áåÑçêã~íáçå= íÉääë= ìë= ~åóíÜáåÖ= ãìëí=áåîÉëí=áå=ãçåáíçêáåÖ=íç=ÇÉíÉÅí=íÜçëÉ=ÅÜ~åÖÉë= ãÉ~åáåÖÑìä= ~Äçìí= çìê= ìäíáã~íÉ= ÅçåëÉêî~íáçå= ïÜáÅÜ= ÇáêÉÅíäó= êÉëìäí= Ñêçã= íÜÉ= Üìã~å= ~ÅíáîáíáÉë= ëìÅÅÉëëK= íÜ~í=~êÉ=ÅçåëáÇÉêÉÇ= íÜêÉ~íëK= =^äíÜçìÖÜ= áãéêçîÉÇ= ëí~íìë=çÑ=ïáäÇäáÑÉ=éçéìä~íáçåë=~åÇ=íÜÉáê=Ü~Äáí~íë=áë= Monitoring progress at all levels íÜÉ= ìäíáã~íÉ= çÄàÉÅíáîÉ= çÑ= çìê= ÅçåëÉêî~íáçå= éêçJ qç=ÇÉãçåëíê~íÉ=íÜ~í=çìê=áåíÉêîÉåíáçåë=~êÉ=êÉJ àÉÅíëI=ïÉ=ã~ó=åÉÉÇ=íç=ãçåáíçê=Ñçê=RÓOM=óÉ~êë=ÄÉJ ÇìÅáåÖ= íÜêÉ~íë= ~åÇ= ÅçåëÉêîáåÖ= ïáäÇäáÑÉ= ~åÇ= ÑçêÉ=ïÉ=Å~å=ÇÉíÉÅí=éçéìä~íáçå=íêÉåÇë=ïáíÜ=ÅçåÑáJ íÜÉáê=Ü~Äáí~í=ïÉ=åÉÉÇ= íç=ãçåáíçê=~í=~ää= íÜêÉÉ= ÇÉåÅÉK= =qÜáë= íáãÉÑê~ãÉ=ÉñíÉåÇë= Ñ~ê=ÄÉóçåÇ= íóéáJ äÉîÉäëW= áåíÉêîÉåíáçåëI= íÜêÉ~íë=~åÇ=í~êÖÉíëK= =tÉ= Å~ä= Ççåçê= ÑìåÇáåÖ= ÅóÅäÉë= ~åÇ= ã~ó= åçí= éêçîáÇÉ= ãìëí=ãçåáíçê=çìê=áåíÉêîÉåíáçåë=íç=ã~âÉ=ëìêÉ= ëìÑÑáÅáÉåíäó=êÉÖìä~ê=áåÑçêã~íáçå=áå=íÜÉ=ëÜçêíJíÉêã= íÜ~í= íÜÉó= ~êÉ= ÄÉáåÖ= áãéäÉãÉåíÉÇ= ~ë= ïÉ= íç= ã~âÉ= ÉÑÑÉÅíáîÉ= ã~å~ÖÉãÉåí= ÇÉÅáëáçåëK= = qÜ~í= éä~ååÉÇK==^ë=çìê=áåíÉêîÉåíáçåë=ïÉêÉ=ÅÜçëÉå=íç= ë~áÇI=áÑ=ïÉ=~êÉ=íç=ÉîÉê=íêìäó=Éî~äì~íÉ=íÜÉ=ÉÑÑÉÅíáîÉJ êÉÇìÅÉ= äÉîÉäë= çÑ= íÜêÉ~í= íç= ïáäÇäáÑÉ= ~åÇ= íÜÉáê= åÉëë=çÑ=çìê=ÅçåëÉêî~íáçå=~Åíáçåë=~åÇ=áåîÉëíãÉåíëI= Ü~Äáí~íI=ïÉ=~äëç=åÉÉÇ=íç=ãçåáíçê= íÜÉ= äÉîÉä=çÑ= ïÉ= ëÜçìäÇ= ÅçåëáÇÉê= éìííáåÖ= áå= éä~ÅÉ= ëìÅÜ= äçåÖJ íÜêÉ~íë=íç=~ëëÉëë=ïÜÉíÜÉê=çê=åçí=çìê=áåíÉêîÉåJ íÉêã=ãçåáíçêáåÖ=ëóëíÉãëK= íáçåë=ÜÉäéÉÇ=~Ä~íÉ=íÜÉãK==i~ëíäóI=ïÉ=ãìëí=îÉêJ áÑó= íÜ~í= íÜÉ= ëí~íìë= çÑ= íÜÉ= ïáäÇäáÑÉ= ëéÉÅáÉë= çê= Conservation Target Ü~Äáí~íë= íÜ~í= ïÉ= ~êÉ= ÅçåÅÉêåÉÇ= ~Äçìí= ÇçÉë= Wildlife and Habitat áåÇÉÉÇ= áãéêçîÉ= ïÜÉå= çìê= áåíÉêîÉåíáçåë= ~êÉ= Direct Impacts áãéäÉãÉåíÉÇ= ëìÅÅÉëëÑìääóI= ëìÅÜ= íÜ~í= íÜÉ= Threats íÜêÉ~íë=~êÉ=êÉÇìÅÉÇK= Indirect Outcomes = Interventions Outputs Costs of measuring change = qç= ãÉ~ëìêÉ= ÅçåëÉêî~íáçå= éêçÖêÉëë= ~åÇ= ëìÅÅÉëë= çîÉê= íÜÉ= ëÜçêíJ= íç= ãÉÇáìãJíÉêãI= áí= áë= ìëÉÑìä= íç= áÇÉåíáÑó=~ÇÇáíáçå~ä=ãÉ~ëìêÉë=çÑ=ÉÑÑÉÅíáîÉåÉëë=íÜ~í= ~êÉ= äáâÉäó= íç= ÅÜ~åÖÉ= ê~éáÇäóI= ~åÇ= íÜ~í= áå= ëçãÉ= ã~ååÉê=êÉÑäÉÅí=íÜÉ=ÅÜ~åÖáåÖ=ëí~íìë=çÑ=ïáäÇäáÑÉ=~åÇ= íÜÉáê=Ü~Äáí~íëK==dáîÉå=íÜÉ=~ëëìãÉÇ=Å~ìë~ä=ÅçååÉÅJ íáçå= ÄÉíïÉÉå= çìê= áåíÉêîÉåíáçåëI= ëéÉÅáÑáÅ= íÜêÉ~íëI= ~åÇ= çìê= ÅçåëÉêî~íáçå= í~êÖÉíëI= íÜÉ= ÉÑÑÉÅíáîÉåÉëë= ãÉ~ëìêÉë=ïÉ=Å~å=ãçåáíçê=çîÉê=íÜÉ=ëÜçêíJ=íç=ãÉJ ÇáìãJíÉêã=~êÉ= çìê= áåíÉêîÉåíáçåë= EáKÉKI= íÜÉ= ~ÅíáîáJ íáÉë= íÜ~í=ïÉ= áãéäÉãÉåíF=~åÇ= íÜÉ= íÜêÉ~íë= íÜÉó=~êÉ= ÇÉëáÖåÉÇ= íç= ~Ä~íÉK= =tÜÉå=ïÉ=ÇÉÅáÇÉ= íç=ìëÉ=éÉêJ Ñçêã~åÅÉ= çê= çìíÅçãÉ= ãÉ~ëìêÉë= ~ë= Éëíáã~íÉë= çÑ= Living Landscapes Program—Monitoring Effectiveness Wildlife Conservation Society 2 «=a~îáÇ=táäâáÉLt`p= Level of confidence Time to see an impact _ó= ãçåáíçêáåÖ= íÜÉ= ÅçãéçåÉåíë= íÜ~í= ïÉ= ÄÉJ Before you start— äáÉîÉ= ~êÉ= Å~ìë~ääó= ÅçååÉÅíÉÇ= íç= çåÉ= ~åçíÜÉê= create a conceptual model for your project ïáíÜáå=çìê=éêçàÉÅí= ÅçåÅÉéíì~ä=ãçÇÉäI=ïÉ= ~êÉ= Monitoring the cause-and-effect relationship ~ÄäÉ=íç=íê~ÅÉ=çìê=áãé~Åíë=Ñêçã=áåíÉêîÉåíáçå=íç= between your interventions, the threats that íÜêÉ~í= íç= ÅçåëÉêî~íáçå= í~êÖÉíK= = fÑ=ïÉ= ÇáÇ= åçí= concern you, and the status of biodiversity that ãçåáíçê= ~ää= ÅçãéçåÉåíë= ~äçåÖ= É~ÅÜ= Å~ìë~ä= you want to conserve is the key to measuring ÅÜ~áå= áå= çìê= ãçÇÉäI= áí= ïçìäÇ= ÄÉ= ÇáÑÑáÅìäí= íç= effectiveness. Given this, we assume that you âåçï= ÅçåÅäìëáîÉäóI= Ñçê= Éñ~ãéäÉI= íÜ~í= ~å= çÄJ have already selected conservation targets, ëÉêîÉÇ= ÅÜ~åÖÉ= áå= íÜÉ= åìãÄÉê= çÑ= ÑáëÜ= ~í= íÜÉ= identified key threats, and prioritized ëé~ïåáåÖ= ëáíÉ= ï~ë= áå= êÉëéçåëÉ= íç= íÜÉ= êÉÇìÅJ interventions. We also assume that you have íáçå=áå=áääÉÖ~ä=Öáää=åÉííáåÖ=ÇìÉ=íç=íÜÉ=áåÅêÉ~ëÉÇ= developed a conceptual model for your project that explicitly defines what components of Åç~ëí= Öì~êÇ= é~íêçäë= íÜ~í= ïÉêÉ= çêÖ~åáòÉÇX= ~ää= biodiversity you want to conserve (conservation íÜ~í=ïÉ=ïçìäÇ=âåçï=Ñçê=ÅÉêí~áå=áë=íÜ~í=ãçêÉ= targets), characterizes what human activities ÑáëÜ=~ééÉ~êÉÇ=~í= íÜÉ= ëé~ïåáåÖ= ëáíÉK= =tÉ=ã~ó= threaten these targets (direct threats), the roles åÉîÉê=âåçï=ïáíÜ=~ÄëçäìíÉ=~ëëìê~åÅÉ=íÜ~í=çìê= that resource users, managers and policy-makers ~Åíáçåë= ~êÉ= êÉëéçåëáÄäÉ= Ñçê= êÉÇìÅÉÇ= íÜêÉ~íë= play that lead to or facilitate these direct threats ~åÇ= áãéêçîÉÇ= ïáäÇäáÑÉ= ÅçåëÉêî~íáçåI= é~êíáÅìJ (contributing factors or indirect threats), and the ä~êäó= áå= ä~êÖÉI= ÅçãéäÉñ= ä~åÇëÅ~éÉë= ~åÇ= ëÉ~J strategies (or interventions) that you plan on ëÅ~éÉë=ïÜÉêÉ=ãìäíáéäÉ=~Åíçêë=~åÇ=~ÖÉåÅáÉë=~êÉ= implementing to reduce threats and improve the ïçêâáåÖK= = eçïÉîÉêI= ìåäÉëë= ïÉ= ãçåáíçê= çìê= status of your conservation targets. Instructions éêçÖêÉëë=~äçåÖ=íÜÉëÉ=Å~ìë~ä=ÅÜ~áåë=Ñêçã=áåíÉêJ for selecting targets, ranking and mapping threats, îÉåíáçåëI=íÜêçìÖÜ=íÜêÉ~íëI=íç=ÅçåëÉêî~íáçå=í~êJ prioritizing interventions and creating project ÖÉíëI=ïÉ=ïáää=åçí=ÄÉ=~ÄäÉ= íç= íÉëí=çìê=~ëëìãéJ conceptual models are available in a set of LLP íáçåë= åçê= Éî~äì~íÉ= íÜÉ= ÉÑÑÉÅíáîÉåÉëë= çÑ= çìê= Technical Manuals. To request any of these in ÅçåëÉêî~íáçå=áåîÉëíãÉåíëK= PDF, please write to Setting priorities and allocating ïçìäÇ=ÄÉ=ÉñíêÉãÉäó=ìëÉÑìä=Äìí=ïçìäÇ=êÉèìáêÉ= åÉï=ÑìåÇáåÖ=íç=çÄí~áåX=~åÇ=EQF=ïÜ~í=áåÑçêã~J scarce resources to monitoring íáçå=ïçìäÇ=ÄÉ= áåíÉêÉëíáåÖ=Äìí= áëI= áå= êÉ~äáíóI= ~= dáîÉå= çìê= äáãáíÉÇ= éÉêëçååÉä= ~åÇ= ãçåÉóI= ïÉ= äìñìêóK==tÜÉå=ÇÉÅáÇáåÖ=Üçï=íç=ãçåáíçêI=áí=áë= ê~êÉäó=Ü~îÉ=íÜÉ=äìñìêó=çÑ=ãçåáíçêáåÖ=ÉîÉêó=áåíÉêJ ïçêíÜ= ÇáëÅìëëáåÖ= íÜÉ= íê~ÇÉçÑÑë= áå= ÅçëíI= éêÉÅáJ îÉåíáçåI= íÜêÉ~íI= ~åÇ= ÅçåëÉêî~íáçå= í~êÖÉí= ~í= íÜÉ= ëáçå=~åÇ=ÅçåÑáÇÉåÅÉ=~ëëçÅá~íÉÇ=ïáíÜ=ÇáÑÑÉêÉåí= ë~ãÉ= áåíÉåëáíó= çê= ïáíÜ= íÜÉ= ë~ãÉ= éêÉÅáëáçåK= = ^í= èì~äáí~íáîÉ= ~åÇ= èì~åíáí~íáîÉ= ~ééêç~ÅÜÉë= íç= éêÉëÉåíI= íÜÉ= çåäó= êÉ~äáëíáÅ= ï~ó= íç= ~ééêç~ÅÜ= íÜÉ= ÅçääÉÅíáåÖ=ãçåáíçêáåÖ=áåÑçêã~íáçåK= ÅÜ~ääÉåÖÉ=çÑ=ÇÉÅáÇáåÖ=Üçï=ãìÅÜ=ÉÑÑçêíI= áå= íÉêãë= çÑ=ëí~ÑÑ=íáãÉ=~åÇ=Ñáå~åÅá~ä=êÉëçìêÅÉëI=ïÉ=áåîÉëí=áå= ãçåáíçêáåÖ= É~ÅÜ= áåíÉêîÉåíáçåI= íÜêÉ~í= ~åÇ= í~êÖÉí= áå=çìê= ÅçåÅÉéíì~ä=ãçÇÉä= áë= íç= ÖÉí= íÜÉ= ÅçåëÉåëìë= Hint: It makes sense to number each çÑ= ~= âåçïäÉÇÖÉ~ÄäÉ= Öêçìé= çÑ= ÑáÉäÇ= ëí~ÑÑK= = qÜÉåI= component of your conceptual model ìëáåÖ= ~= aÉäéÜá= éêçÅÉëë= EáKÉKI= ~å= ÉñéÉêí= ÖêçìéÛë= sequentially, starting with the conservation ÅçåëÉåëìë=ÄÉëí=ÖìÉëëFI=ÇÉÅáÇÉW=ENF=ïÜáÅÜ=ãçåáíçêJ target(s), then the direct threats and áåÖ= áåÑçêã~íáçå= íÜÉ= éêçàÉÅí= êÉèìáêÉë= ~åÇ= ãìëí= contributing factors, and finally the strategies. ~ääçÅ~íÉ=êÉëçìêÅÉë= íç=Ö~íÜÉêáåÖX= EOF=ïÜ~í= äÉîÉä=çÑ= If you decided to create multiple models to éêÉÅáëáçå=áë=åÉÉÇÉÇ=íç=ÑÉÉä=ÅçåÑáÇÉåí=áå=ã~âáåÖ=~= clearly depict the logic of your project, use one ã~å~ÖÉãÉåí= ÇÉÅáëáçåX= EPF= ïÜ~í= áåÑçêã~íáçå= sequential number system across all models. Contributing Factor (11) Lack of alternative livelihoods Strategy (23) Strategy (22) Strategy (21) Strategy (20) Engage Conduct pilot Train & hire Small business, fishermen in study on fish displaced tour guide & fly- Contributing Factor (6) enforcement aggregation fishermen for fishing training Poverty in fishing devices monitoring communities Contributing Contributing S Ttraitne rgayn g(e1r9s) DSe atvrweaaltoreepgn aye sp(su2 &b4l )ic High Fmaacrtkoert (d9e)mand TradFitaiocntaol r/ (c7u)ltural CoTnasrgeervt a(t1io)n education activity Restore viable campaign populations of spawning Nassau groupers GOAL Promote the Conservation conservation Contributing Factor Direct Threat (4) Target (2) and (10) Unsustainable & Sustain viable sustainable Weak enforcement & illegal fishing population of use of the management Conch marine resources of Contributing Factor (8) Glover's Reef Inadequate protective Atoll legislation Conservation Strategy (18) Strategy (17) Strategy (16) Target (3) Establish & Lobby for Use socioeconomic Maintain viable strengthen restriction on methods to population of multi- spearfishing document value of Caribbean Reef organizational marine resources Shark partnerships Contributing Factor (12) Lack of key management data Strategy (28) Strategy (27) Strategy (26) Strategy (25) Monitor status of Monitor status of Monitor recovery of Collect fisheries CRS using tagging Conch using LAMP Nassau grouper spawning catch data & long-lining site using counts Strategy (24) Contributing Contributing Factor Strategy (15) Develop a public Factor (14) (13) Facilitate awareness & Lack of general Limited community stakeholder education campaign awareness participation involvement Contributing Factor (5) Lack of support from fishers Figure 2: An example of a conceptual model, created using PowerPoint. Two causal chains are highlighted with blue and lavender arrows. Living Landscapes Program—Monitoring Effectiveness Wildlife Conservation Society 4 Information for decision making íçW= ENF= êÉîáÉï= íÜÉ= ãçåáíçêáåÖ= áåÑçêã~íáçåX= EOF= Åçãé~êÉ= íÜÉ= êÉëìäíë= íç= íÜÉ= ÉñéäáÅ~íÉÇ= Öç~äë= íÜ~í= jçåáíçêáåÖ= áë= ìëÉÑìä= çåäó= áÑ= áí= äÉ~Çë= íç= áãJ íÜÉó=Ü~Ç= ëí~íÉÇ= íÜÉó=ïçìäÇ=~ÅÜáÉîÉX= ~åÇ= EPF=ÇÉJ éêçîÉÇ= ã~å~ÖÉãÉåí= ÇÉÅáëáçåëK= = qÜÉêÉÑçêÉI= ÅáÇÉ= ïÜ~íI= áÑ= ~åóI= ã~å~ÖÉãÉåí= êÉëéçåëÉ= áë= ã~å~ÖÉêë=ãìëí= Ü~îÉ= ~= ÅäÉ~ê= ~åÇ= ÉñéäáÅáí= ìåJ åÉÉÇÉÇ=ÖáîÉå=íÜÉ=åÉï=áåÑçêã~íáçåK= ÇÉêëí~åÇáåÖ= çÑ= Üçï= íÜÉ=ãçåáíçêáåÖ= áåÑçêã~J = íáçå= íÜ~í= íÜÉó= Å~å= çÄí~áå= áë= ÖçáåÖ= íç= ÜÉäé= péÉÅáÑáÅ=èìÉëíáçåë=íç=~ëâ=ÇìêáåÖ=É~ÅÜ=ãçåáíçêáåÖ= íÜÉã= ã~âÉ= ïáäÇäáÑÉ= ã~å~ÖÉãÉåí= ÇÉÅáëáçåë= Ç~í~= ~ëëÉëëãÉåí= ãÉÉíáåÖ= áåÅäìÇÉW= aç= íÜÉ= Ç~í~= ~åÇ= áåÑäìÉåÅÉ= íÜÉáê= ÅçåëÉêî~íáçå= ~ÅíáçåëK= = få= ëìÖÖÉëí= íÜ~í= çìê= ÅçåëÉêî~íáçå= áåíÉêîÉåíáçåë= ~êÉ= çíÜÉê=ïçêÇëI=ïÉ=åÉÉÇ=íç=Ü~îÉ= íÜçìÖÜí=~Äçìí= ÄÉáåÖ= áãéäÉãÉåíÉÇ=ïÉääI= íÜ~í= íÜÉ= íÜêÉ~íë= ~êÉ=ÄÉJ ïÜ~í= çìê= ã~å~ÖÉãÉåí= êÉëéçåëÉ= ïáää= ÄÉ= áÑ= áåÖ=êÉÇìÅÉÇI=~åÇ=íÜ~í=íÜÉ=ëí~íìë=çÑ=çìê=ÅçåëÉêî~J ãçåáíçêáåÖ= ëÜçïë= íÜ~í= çìê= ÉÑÑçêíë= ~êÉ= åçí= íáçå=í~êÖÉíë= áë= áãéêçîáåÖ\==fÑ=åçíI= áë=íÜáë=ÄÉÅ~ìëÉ= Ü~îáåÖ= íÜÉ= áåíÉåÇÉÇ= ÉÑÑÉÅí= çå= ÅçåëÉêî~íáçåK== ïÉ=ïÉêÉ= ìå~ÄäÉ= íç= áãéäÉãÉåí= çìê= áåíÉêîÉåíáçåë= tÉ= åÉÉÇ= íç= ÅçåëáÇÉê=ïÜ~í= çìê= êÉëéçåëÉ=ïáää= ~ë= éä~ååÉÇ= ~åÇ= íÜìë= åÉÉÇ= íç= ~Ç~éí= çìê= ïçêâJ ÄÉ=áÑI=Ñçê=Éñ~ãéäÉI=çìê=ãçåáíçêáåÖ=ëÜçïë=íÜ~í= éä~åë\= =lê= Çç= íÜÉ=ãçåáíçêáåÖ= Ç~í~= ëìÖÖÉëí= íÜ~í= íÜÉ= íçí~ä=ïÉáÖÜí= çÑ= ÑáëÜ= ä~åÇáåÖë= ~í= íÜÉ= äçÅ~ä= çìê=áåíÉêîÉåíáçåë=ïÉêÉ=áãéäÉãÉåíÉÇ=ïÉää=Äìí=íÜ~í= éçêí= áë= ãìÅÜ= äÉëë= íÜ~å= ïÉ= ÉñéÉÅíÉÇX= çê= íÜ~í= íÜÉó=ÇáÇ=åçí=êÉëìäí=áå=íÜÉ=ÉñéÉÅíÉÇ=çìíÅçãÉë=~åÇ= íÜÉ= åìãÄÉê= çÑ= ëå~êÉë= ÉåÅçìåíÉêÉÇ= Äó= ÉÅçJ áãé~ÅíëI=~åÇ=íÜìë=ïÉ=åÉÉÇ=íç=êÉíÜáåâ=íÜÉ=~ëëìãéJ Öì~êÇë=Ü~ë=áåÅêÉ~ëÉÇ=ê~íÜÉê=íÜ~å=ÇÉÅêÉ~ëÉÇ=~ë= íáçåë=áåÜÉêÉåí=áå=çìê=ÅçåÅÉéíì~ä=ãçÇÉä\= ïÉ=ÜçéÉÇK= = = ^= âÉó= ÅçãéçåÉåí= çÑ= ~åó=ãçåáíçêáåÖ= éä~å= áë= Hint: Recording how wel we implement ~å=ÉñéäáÅáí=éêçÅÉëë=Ñçê=ìëáåÖ=íÜÉ=åÉï=áåÑçêã~J interventions is often referred to as performance íáçå= çÄí~áåÉÇ= íÜêçìÖÜ= ëíê~íÉÖáÅ= áåÑçêã~íáçå= monitoring (i.e., how many training sessions we Ö~íÜÉêáåÖ=íç=ÖìáÇÉ=ã~å~ÖÉãÉåí=ÇÉÅáëáçåëK==^ë= performed or how many ecoguard patrols were ãçåáíçêáåÖ= Ç~í~= ~êÉ= çÄí~áåÉÇI= éêçàÉÅí= ëí~ÑÑ= completed). Documenting changes in threats is ëÜçìäÇ=ÖÉí=íçÖÉíÜÉê=~í=äÉ~ëí=OJP=íáãÉë=éÉê=óÉ~ê= often called outcome monitoring, and tracking changes in the status of conservation targets is called impact monitoring. Figure 3: An example conceptual model created in Miradi, with two causal chains (highlighted with pink and blue arrows). Living Landscapes Program—Monitoring Effectiveness Wildlife Conservation Society 5 Institutionalizing monitoring låÉ= âÉó= íç= ÉåëìêáåÖ= íÜ~í= ãçåáíçêáåÖ= ~Åíì~ääó= Ü~ééÉåëI= ~åÇ= íÜ~í= áåÑçêã~íáçå= çÄí~áåÉÇ= Ñêçã= ãçåáíçêáåÖ= áë= ìëÉÇ= íç= ÖìáÇÉ= ÑìíìêÉ=ã~å~ÖÉãÉåí= ÇÉÅáëáçåëI= áë= íç= áåÅäìÇÉ= éä~åë= Ñçê= ãçåáíçêáåÖ= áå= íÜÉ= ~ååì~ä= ÄìÇÖÉí= éêçÅÉëëI= ~åÇ= íç= áåÅäìÇÉ= ~= êÉJ îáÉï=çÑ=ãçåáíçêáåÖ= áåÑçêã~íáçå=ïÜÉå=éêÉé~êáåÖ= ~ååì~ä=êÉéçêíë=~åÇ=~ååì~ä=ïçêâéä~åëK= = Converting a conceptual model into a monitoring framework = = fÇÉ~ääóI= É~ÅÜ= çÄàÉÅíáîÉ= ëÜçìäÇ= ÄÉW= ENF= áãé~Åí= Setting quantitative objectives and choosing çêáÉåíÉÇ= Ó= êÉéêÉëÉåíáåÖ= ~= ÇÉëáêÉÇ= ÅÜ~åÖÉ= áå= indicators ÅçåÇáíáçå=çê=ëí~íÉX=EOF=ãÉ~ëìê~ÄäÉ=Ó=ÇÉÑáå~ÄäÉ= cçê= É~ÅÜ= ÉäÉãÉåí= áå= óçìê= éêçàÉÅí= ÅçåÅÉéíì~ä= áå= êÉä~íáçå= íç= ëçãÉ= Ä~ëÉäáåÉ= ~åÇ= ~äçåÖ= ëçãÉ= ãçÇÉä= EáKÉKI= ÅçåëÉêî~íáçå= í~êÖÉíI= ÇáêÉÅí= ~åÇ= áåÇáJ ëí~åÇ~êÇ=ëÅ~äÉX=~åÇ=EPF=íáãÉ=äáãáíÉÇ=Ó=~ÅÜáÉîJ êÉÅí= íÜêÉ~íI= ~åÇ= áåíÉêîÉåíáçåF= óçì= åÉÉÇ= íç= ÇÉJ ~ÄäÉ=ïáíÜáå=~=ëéÉÅáÑáÅ=éÉêáçÇ=çÑ=íáãÉK== ëÅêáÄÉW=E~F=~=èì~åíáí~íáîÉ=çÄàÉÅíáîÉ=EçÑíÉå=êÉÑÉêêÉÇ= = íç=~ë=íÜÉ=ÇÉëáêÉÇ=ëí~íÉF=íÜ~í=óçì=ï~åí=íç=~ÅÜáÉîÉ= cçê=Éñ~ãéäÉW= ïáíÜáå=~=ÖáîÉå=íáãÉ=Ñê~ãÉX=~åÇ=EÄF=íÜÉ=î~êá~ÄäÉ=çê= •====dêçìéÉê=åìãÄÉêë=~í=íÜÉ=ëé~ïåáåÖ=~ÖÖêÉJ é~ê~ãÉíÉê= EáKÉKI= áåÇáÅ~íçêF= íÜ~í= óçì=ïáää=ãÉ~ëìêÉ= Ö~íáçå=áåÅêÉ~ëÉ=íç=NMIMMM=Äó=OMNQ= çîÉê= íáãÉ= ~åÇ= ìëÉ= íç= ÇÉíÉêãáåÉ=ïÜÉíÜÉê= çê= åçí= Eèì~åíáí~íáîÉ=çÄàÉÅíáîÉ=çê=ÇÉëáêÉÇ=ëí~íÉ=Ñçê= óçì= ~êÉ=ã~âáåÖ= éêçÖêÉëë= íçï~êÇ= óçìê= èì~åíáí~J ~=ÅçåëÉêî~íáçå=í~êÖÉíFX= íáîÉ=çÄàÉÅíáîÉK= •====fääÉÖ~ä=íê~ééáåÖ=çÑ=ã~Å~ïë=êÉÇìÅÉÇ=Äó= = RMB=ïáíÜáå=ÑáîÉ=óÉ~êë=Eèì~åíáí~íáîÉ=çÄàÉÅJ lÄàÉÅíáîÉë=~êÉ=ëí~íÉãÉåíë=íÜ~í=ÇÉëÅêáÄÉ=ïÜ~í=óçì= íáîÉ=Ñçê=~=ÇáêÉÅí=íÜêÉ~íFX= áåíÉåÇ= íç= ~ÅÜáÉîÉ= ÇìêáåÖ= ~= ëéÉÅáÑáÅ= íáãÉ= éÉêáçÇK== •====_ó=OMMTI=UMB=çÑ=êÉëí~ìê~åí=çïåÉêë=áå= cçê=ÅçåëÉêî~íáçå=í~êÖÉíëI=íÜÉó=ÇÉëÅêáÄÉ=íÜÉ=ëí~íìë= mçêíä~åÇ=Å~å=ÅçêêÉÅíäó=áÇÉåíáÑó=R=ëéÉÅáÉë=çÑ= çÑ= íÜÉ= ïáäÇäáÑÉ= éçéìä~íáçå= çê= Ü~Äáí~í= íÜ~í= óçì= ëìëí~áå~Ääó=Ü~êîÉëíÉÇ=ëÉ~ÑççÇ= ï~åí= íç= ~íí~áå= EÉKÖKI= Ü~íÅÜäáåÖ= ëìêîáî~ä= áåÅêÉ~ëÉë= Eèì~åíáí~íáîÉ=çÄàÉÅíáîÉ=Ñçê=~å=áåÇáêÉÅí= RB= É~ÅÜ= óÉ~ê= çîÉê= R= óÉ~êëFK= = cçê= íÜêÉ~íëI= íÜÉó= íÜêÉ~íFX=çê= ëéÉÅáÑó= Äó= Üçï= ãìÅÜ= íÜÉ= íÜêÉ~í= ïáää= ÇÉÅäáåÉ= áÑ= •====jçÄáäÉ=é~íêçäë=ÅçåÇìÅí=ÑáîÉ=OQJÜê=êç~Ç= óçìê=áåíÉêîÉåíáçåë=~êÉ=ëìÅÅÉëëÑìä=EÉKÖKI=åìãÄÉê=çÑ= ÄäçÅâë=É~ÅÜ=ãçåíÜ=Eèì~åíáí~íáîÉ=çÄàÉÅíáîÉ= ëå~êÉë=ÇáëÅçîÉêÉÇ=áå=íÜÉ=å~íáçå~ä=é~êâ=ÇÉÅäáåÉë=Äó= Ñçê=~å=áåíÉêîÉåíáçåFK= RMB= Äó= OMMSFK= = cçê= áåíÉêîÉåíáçåëI= íÜÉó= åçíÉ= = ïÜ~í=óçì=áåíÉåÇ=íç=áãéäÉãÉåí=çîÉê=~=ÖáîÉå=íáãÉ= fåÇáÅ~íçêë= éÉêáçÇ= EÉKÖKI= íÜáêíÉÉå= éêÉÇ~íçêJéêççÑ= Åçêê~äë= áåJ fåÇáÅ~íçêë= ~êÉ= íÜÉ= ~Åíì~ä= ãÉ~ëìêÉãÉåí= ìåáíë= ëí~ääÉÇ=~í=äáîÉëíçÅâ=éêçÇìÅÉêëD=ÜçãÉë=áå=OMMRFK= íÜ~í= óçì= ïáää= ìëÉ= íç= èì~åíáÑó= íÜÉ= áãé~Åí= çÑ= óçìê=ÅçåëÉêî~íáçå=ÉÑÑçêíëK= =bñ~ãéäÉë=çÑ= áåÇáJ Å~íçêë= ãáÖÜí= áåÅäìÇÉ= íÜÉ= åìãÄÉê= çÑ= ëå~êÉë= ÑçìåÇ=éÉê=éÉêëçåLÇ~ó=çÑ=é~íêçääáåÖ=EíÜêÉ~í=áåJ ÇáÅ~íçêFI= çê= íÜÉ= åìãÄÉê= çÑ= ê~Çáç= éêçÖê~ãë= ~áêÉÇ= éÉê= óÉ~ê= ~Äçìí= íÜÉ= åÉï= ïáäÇäáÑÉ= ä~ïë= EáåíÉêîÉåíáçå=áåÇáÅ~íçêFI=çê=íÜÉ=åìãÄÉê=çÑ=à~ÖJ ì~êë= ëÉÉå= Äó= ~= ê~åÅÜÉê= áå= íÜÉ= é~ëí= ãçåíÜ= EÅçåëÉêî~íáçå=í~êÖÉí=áåÇáÅ~íçêFI=çê=íÜÉ=åìãÄÉê= çÑ= å~íìê~ä= êÉëçìêÅÉ= ÅçåÑäáÅíë= ~ÇàìÇáÅ~íÉÇ= Äó= íÜÉ= Åçããìåáíó= ÅçìåÅáä= É~ÅÜ= óÉ~ê= EáåÇáêÉÅí= íÜêÉ~í=áåÇáÅ~íçêFK= Living Landscapes Program—Monitoring Effectiveness Wildlife Conservation Society 6 «=gÉÑÑêó=lçåâ=C=j~êäÉÉå=^òáåâ= «=a~îáÇ=táäâáÉLt`p= Creating a monitoring framework Hint: While you are putting together a framework for ^í=áíë=ãçëí=Ä~ëáÅI=óçì=Å~å=ÅêÉ~íÉ=~=ãçåáíçêJ monitoring, it is a good time to review the logic of áåÖ= í~ÄäÉ= áå=jáÅêçëçÑí=tçêÇ= çê= bñÅÉä= ïáíÜ= your project’s conceptual model and your choice of ëáñ= ÅçäìãåëK= cáêëíI= íóéÉ= Ú`çãéçåÉåí= qóéÉÛ= priority interventions. For each causal link between áå= íÜÉ= íçé= çÑ= íÜÉ= äÉÑíJãçëí= ÅçäìãåK= = qÜÉåI= a conservation target and a direct threat, or ÉåíÉê=áåíç=íÜÉ=íçé=çÑ=íÜÉ=ëìÅÅÉÉÇáåÖ=Åçäìãåë= between two threats, or between a threat and an Ú`çãéçåÉåí= aÉëÅêáéíáçåIÛ= ÚlÄàÉÅíáîÉIÛ= intervention, ask yourselves this question: do we ÚfåÇáÅ~íçêIÛ= ÚjÉíÜçÇÛ= ~åÇ= ÚtÜçÛI= êÉëéÉÅJ believe that the causal relationship between A and íáîÉäóK= = Ú`çãéçåÉåí=qóéÉÛ= êÉÑÉêë= íç= íÜÉ= ÉäÉJ B is sufficiently strong that if we are able to alter A ãÉåíë=áå=óçìê=éêçàÉÅí=ÅçåÅÉéíì~ä=ãçÇÉä=EáKÉKI= we will likely see a change in B? If not, then the `çåëÉêî~íáçå=q~êÖÉíI=aáêÉÅí=qÜêÉ~íI=fåÇáêÉÅí= causal relationship may be too weak to observe as we monitor our project’s progress. If indeed the qÜêÉ~íI=~åÇ=fåíÉêîÉåíáçåFK==Ú`çãéçåÉåí=aÉJ causal relationship between, say, an intervention ëÅêáéíáçåÛ= áë= ~= ëÜçêí= éÜê~ëÉ= ÇÉëÅêáÄáåÖ= É~ÅÜ= and a threat in the model appears to be very weak, í~êÖÉíI= íÜêÉ~í= çê= áåíÉêîÉåíáçåK= = ÚlÄÉÅíáîÉÛ= áë= we then need to ask: should we delete the threat ïÜ~í= óçì=ï~åí= íç= ~ÅÜáÉîÉ= áå= ~= ÖáîÉå= íáãÉJ from our model (since it is unlikely to be influenced Ñê~ãÉK= ÚjÉíÜçÇÛ= ÇÉëÅêáÄÉë= îÉêó= ÄêáÉÑäó= Üçï= by our actions) or do we need to rethink our óçì=ïáää= Ö~íÜÉê= íÜÉ=ãçåáíçêáåÖ= áåÑçêã~íáçå= interventions to more effectively influence the ~åÇ= ÚtÜçÛ= áÇÉåíáÑáÉë= íÜÉ= áåÇáîáÇì~ä=çê= áåëíáJ threat? íìíáçå=êÉëéçåëáÄäÉ=Ñçê=Ö~íÜÉêáåÖ=íÜÉ=áåÑçêã~J íáçåK==båíÉê=~=ëáåÖäÉ=êçï=çÑ=ãçåáíçêáåÖ=áåÑçêJ For example, suppose that we are working with local ã~íáçå=Ñçê=É~ÅÜ=ÅçãéçåÉåí=áå=óçìê=ÅçåÅÉéJ farmers to develop a cooperative to market their íì~ä= ãçÇÉä= ëí~êíáåÖ= ïáíÜ= íÜÉ= ÅçåëÉêî~íáçå= crops because we believe this will: a) significantly í~êÖÉíëI= íÜÉå= íÜÉ=ÇáêÉÅí= ~åÇ= áåÇáêÉÅí= íÜêÉ~íëI= raise the crop prices that they can negotiate from ~åÇ= ÑáåáëÜáåÖ= ïáíÜ= íÜÉ= áåíÉêîÉåíáçåëK= = cçê= buyers and thus reduce the incentive to harvest and Åä~êáíóI=óçì=ã~ó=ïáëÜ=íç=ÅçäçêJÅçÇÉ=íÜÉ=íÉñí= sell endangered wildlife, and b) help develop áå=É~ÅÜ=êçï=~ë=áå=íÜÉ=ÅçåÅÉéíì~ä=ãçÇÉäW=ÄäìÉ= governance skills that will also enhance their Ñçê=ÅçåëÉêî~íáçå=í~êÖÉíëI=êÉÇ=Ñçê=íÜêÉ~íë=~åÇ= capacity to manage community natural resources. ÖêÉÉå=Ñçê=áåíÉêîÉåíáçåëK=== Suppose also that within our conceptual model we = argued that enhanced governance skills might help cçê=É~ÅÜ=Å~ìë~ä=ÅÜ~áå=óçì=Å~å=~äëç=ÅêÉ~íÉ=~= counter outsider interference in community ëÉé~ê~íÉ= ãçåáíçêáåÖ= í~ÄäÉ= áå= jáÅêçëçÑí= resource use. But now as we think about tçêÇ= çê= bñÅÉä= ìëáåÖ= íÜÉ= ë~ãÉ= S= ÅçäìãåëK== monitoring, we realize that there is only likely to be pí~êíáåÖ= ïáíÜ= íÜÉ= `çåëÉêî~íáçå= q~êÖÉí= ~åÇ= a very weak relationship between improving local éêçÖêÉëëáåÖ= Ççïå= íÜêçìÖÜ=aáêÉÅí= ~åÇ= fåÇáJ farmers’ governance skills and management of êÉÅí=qÜêÉ~íë= íç= fåíÉêîÉåíáçåëI= Åìí= ~åÇ=é~ëíÉ= community natural resources, as the influence that íÜÉ= êÉäÉî~åí= áåÑçêã~íáçå= Ñêçã= íÜÉ= ãçÇÉä= politically and economically powerful outsiders have ÅçãéçåÉåí=í~ÄäÉ=áåíç=íÜÉ=~ééêçéêá~íÉ=Å~ìë~ä= over access to and use of community natural ÅÜ~áå=í~ÄäÉK= resources is very large. = qÜÉ=ã~àçê=Çê~ïÄ~Åâ=íç=ìëáåÖ=~=ëáãéäÉ=í~ÄäÉ= We would therefore question whether, even if we are able to show that improved governance capacity áå=jp=tçêÇ=çê=jp=bñÅÉä=áë=íÜ~í=óçì=Ü~îÉ=íç= within the farmers’ community has influenced ÇìéäáÅ~íÉ= áåÑçêã~íáçå= áÑ= óçì= ï~åí= íç= ëÉÉ= ~= community management of natural resources, we ãçåáíçêáåÖ=Ñê~ãÉïçêâ=Ñçê=É~ÅÜ=Å~ìë~ä=ÅÜ~áå= may not see a change in outsider influence over áå=óçìê= ÅçåÅÉéíì~ä=ãçÇÉäK= = få=~ÇÇáíáçå=óçì= community resource use. Given this, we would ïáää= åÉÉÇ= íç= ~ÇÇ= ~= åÉï= ÚmêçÖêÉëëÛ= Åçäìãå= likely decide to remove the causal link between É~ÅÜ= óÉ~ê= íç= êÉÅçêÇ= ~åÇ= íê~Åâ= ãçåáíçêáåÖ= governance capacity and outsider influence within êÉëìäíë=çîÉê=íáãÉK=qç=çîÉêÅçãÉ=íÜÉëÉ=äáãáí~J our model. However, we must not then neglect to íáçåëI= íÜÉ= iáîáåÖ= i~åÇëÅ~éÉë= mêçÖê~ã= Ü~ë= explore which other interventions our organization ÇÉîÉäçéÉÇ= ~å= É~ëóJíçJìëÉ= ^ÅÅÉëë= a~í~Ä~ëÉ= might implement to help counter unwanted outsider íÜ~í=áë=~î~áä~ÄäÉ=çå=çìê=ïÉÄëáíÉK= interference in local resource management. Living Landscapes Program—Monitoring Effectiveness Wildlife Conservation Society 7 Table 1: You can create causal chains in MS Excel or Word. Below is an example created in MS Word. Component Component Objective= Method= Indicator= Who= Type= Description= Maintain present Complete Students Density of red Grouse density Conservation density of red transect surveys 2 from grouse maintained (birds/km ) in Target= grouse in the for numbers of Edinburgh at 1-3 birds/km2= survey plots= Pentlands= red grouse/km2= University= Predation Number of dog 50% reduction in Students Dogs chase surveys of attacks on dog attacks on from Direct Threat= brooding birds off nesting sites nests during nesting birds by Edinburgh their nests= throughout breeding 2006= University= season= season= Percent of Contributing Dog owners 90% of dog owners Survey dog Students surveyed Factor unaware of their using the Pentlands owners upon from owners aware (Indirect pet’s impact on aware of impact by entering the Edinburgh of pets’ impact Threat)= birds= 2006= Pentland Hills= University= on birds= Dog impact posters Number of Outreach to dog Simple count of Strategy on all 15 entrances entrances with National owners that use entrances with (Intervention)= to Pentland Hills by dog impact Trust Staff= the Pentland Hills= posters= 2005= posters= Complete research Collect predation Research link Completed Strategy assessment of dog survey and National between dogs and research report (Intervention)= impacts by April nesting success Trust Staff= nesting success= received= 2004= data= Some factors to consider • Monitoring data should explicitly help us make conservation decisions. • Monitoring data do not have to be perfect; we just need to feel confident in them. • Gathering data to make a management decision may not require the same rigor as gathering data to publish in a peer reviewed journal. • To be sustainable, monitoring data collection methods should be kept as simple and low-cost as possible. • Better data are needed: • When the consequences of making a decision with inadequate or inaccurate information are severe (e.g., altering reservoir discharge rates without an assessment of avian botulism risk); • When the political burden-of-proof is high (e.g., because wolf reintroduction in Yellowstone was so politically charged, managers needed to radio-collar most of the wolves, at huge expense, to ensure that information on wolf pack movement patterns and hunting behavior was both accurate and defensible). • We should be willing to invest more effort in monitoring when: • The cost of the intervention is high; • The threat could result in irreversible change; • No one else is doing it; • Gaps in our knowledge are large. • We should triangulate using easy-to-monitor proxies, if monitoring a target or threat directly is very difficult or expensive. Living Landscapes Program—Monitoring Effectiveness Wildlife Conservation Society 8 Table 2: An example of a Miradi-created Monitoring Framework for an aquatic turtle project. Budget Item Details Methods Priority Who Total 3 Podocnemis Aquatic Turtle species in the species and 1 National Park Peltocephalus species Long-term recovery of larger populations and increased natural abundance of the 4 species of turtle Turtle population surveys in the Medium University $20,000 Population size of the 4 park, conducted 4 times a year Students species of turtles Hire 6 additional park guards to High Park $30,000 Increase the use of patrol turtle beaches by the end Service surveillance throughout the of 2010 area Count number of illegal activities Medium Park $1,000 Number of unlawful acts per year Guards committed Count number of patrol days per Medium Park $1,000 Number of surveillance year Guards actions Increase patrol of nesting sites Very Park $2,500 Decrease the unmanaged during laying and incubation High Guards collection of turtle eggs at the nesting sites Annual census of turtle egg High Park $1,000 Number of eggs collected collection by polling collectors as Service they exit the park Lobby to make the collection of High NGOs, $3,500 Decrease the number of live turtles illegal; increase working adults captured/killed by at patrols; increase fines for killing with gov’t least 40% turtles within park borders Annual census of slaughter/ High Park $1,000 Number of individuals collection of turtles Service captured/killed Legend Target= Goal= Objective= Indicator= Living Landscapes Program—Monitoring Effectiveness Wildlife Conservation Society 9 «=a~îáÇ=táäâáÉLt`p= Quantitative and qualitative approaches to gathering monitoring information on conservation targets, threats and interventions == nì~åíáí~íáîÉ= nì~äáí~íáîÉ= táäÇäáÑÉ= qê~åëÉÅíë= o~åÖÉê=çê=íçìê=çéÉê~íçê=ëáÖÜíáåÖ=êÉÅçêÇë= pÅÉåí=~åÇ=Ñìê=íê~é=ëí~íáçåë= eìåíÉê=~ëëÉëëãÉåí=çÑ=éêÉó=ÇÉåëáíó= `~ãÉê~=íê~ééáåÖ= léáåáçåë=çÑ=é~êâ=Öì~êÇë= ak^=Å~éíìêÉJêÉÅ~éíìêÉ= o~ÇáçJíÉäÉãÉíêó= e~Äáí~í=äçëë= sÉÖÉí~íáçå=íê~åëÉÅíë= cçêÉëíÉê=Éëíáã~íÉ=çÑ=äçÖÖÉÇ=~êÉ~= p~íÉääáíÉ=áã~ÖÉ=~å~äóëáë= c~êãÉê=Éëíáã~íÉ=çÑ=ÑáÉäÇ=~êÉ~= p~ãéäÉ=éäçíë= sáää~ÖÉê=ÉäÇÉêëÛ=àìÇÖãÉåí= hã=íç=Ö~íÜÉê=ÑìÉäïççÇ= péÉÅáÉë=ÇÉéäÉíáçå= `çåëìãéíáçå=ëìêîÉóë= eìåíÉê=Å~êÇ=ëçêí=çÑ=ëéÉÅáÉë=Äáçã~ëë= `~íÅÜ=éÉê=ìåáí=ÉÑÑçêí= eìåíÉê=çê=ÑáëÜÉê=Å~íÅÜ=Çá~êáÉë= ^ÖÉ=~åÇ=ÄçÇó=ëáòÉ= péÉÅáÉë=ê~åâáåÖ=çÑ=ÑáëÜ=Å~íÅÜ=Äó=ÑáëÜÉêë= j~êâÉí=ëìêîÉóë= j~êâÉí=íê~ÇÉê=Éëíáã~íÉ=çÑ=ëÅ~êÅáíó= `ìëíçãë=ÅçåÑáëÅ~íáçåë= mçääìíáçå= qê~åëÉÅíë= láäï~íÅÜ=ïÉÄ=êÉéçêíë= p~íÉääáíÉ=áã~ÖÉ=~å~äóëáë= `çãéä~áåíë=íç=íÜÉ=båîáêçåãÉåí=ãáåáëíêó= ^Éêá~ä=éÜçíçÖê~éÜó= p~ãéäÉ=éäçíë= fåî~ëáîÉ=ÉñçíáÅ==== qê~åëÉÅíë= m~êâ=ëí~ÑÑ=ê~åâáåÖ= ëéÉÅáÉë= ^Éêá~ä=éÜçíçÖê~éÜó= o~åÖÉê=äçÖ=Äççâ=êÉÅçêÇë= p~ãéäÉ=éäçíë= kÉÅêçéëáÉë= ^ï~êÉåÉëë=ê~áëáåÖ= ^ííáíìÇÉ=ëìêîÉóë= içÅ~ä=íÉ~ÅÜÉêëÛ=éÉêÅÉéíáçåë= _ÉÜ~îáçê=çÄëÉêî~íáçåë= jÉÇá~=êÉéçêíë= káÉäëÉå=ê~íáåÖë= cçÅìë=Öêçìéë= bÅçåçãáÅ============== eçìëÉÜçäÇ=áåÅçãÉ=ëìêîÉóë= `çããìåáíó=ãÉÉíáåÖë= ~äíÉêå~íáîÉë= `çåëìãéíáçå=ëìêîÉóë= c~ãáäó=áåíÉêîáÉïë= _ÉÜ~îáçê~ä=çÄëÉêî~íáçå= eÉ~äíÜ=ïçêâÉê=Çá~êó= i~ï=ÉåÑçêÅÉãÉåí= `çìêí=êÉÅçêÇë= m~êâ=ëí~ÑÑ=ê~åâáåÖ= mçäáÅÉ=êÉéçêíë= `çããìåáíó=ãÉÉíáåÖë= `~ãÉê~=íê~ééáåÖ= qê~áåáåÖ= pâáääë=íÉëíë= kÉÉÇë=~ëëÉëëãÉåí= `~é~Åáíó=ÄìáäÇáåÖ= cáå~åÅá~ä=~ìÇáíë= mÉÉê=~ìÇáíë= pí~ÑÑ=Éî~äì~íáçåë= tçêâJéä~å=êÉîáÉïë= fåëíáíìíáçå~ä=ê~åâáåÖ= mçäáÅó=êÉÑçêã= oÉÖìä~íçêó=ÅçÇÉ=êÉîáÉïë= iìåÅÜ=ïáíÜ=~=éçäáÅó=ã~âÉê= _ìÇÖÉí=Ñçê=ÉåÑçêÅÉãÉåí= `çìêí=Å~ëÉë=ÜÉäÇ= `çåëíáíìÉåÅó== kdl=ÅçåíêáÄìíçê=äáëíë= `çåëíáíìÉåí=áåíÉêîáÉïë= ÄìáäÇáåÖ= açå~íáçåë= mäÉ~ëÉ=åçíÉW=qÜÉ=~ééêç~ÅÜÉë=äáëíÉÇ=~ÄçîÉ=~êÉ=áääìëíê~íáîÉ=çÑ=íÜÉ=ê~åÖÉ=çÑ=ãÉíÜçÇë=íÜ~í=Å~å=ÄÉ=ìëÉÇ=íç=Ö~íÜÉê=ãçåáíçêáåÖ= áåÑçêã~íáçåK==qÜÉ=äáëí=áë=åÉáíÜÉê=ÅçãéêÉÜÉåëáîÉ=åçê=ÉñÜ~ìëíáîÉK= Wildlife Conservation Society 10 Living Landscapes Program—Monitoring Effectiveness

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