ࡱ> %` _bjbj"x"x @@SW%rrrrb1b1b181n2\"P&22"2223C.aCuC OOOOOOO$HQhSOFC"3CFFOrr22O'K'K'KFr822O'KFO'K'K'K22 \Y"b1Gv'KOO0"P'K:T HH:T'K'KF:TmL C/D|'KDdECCCOOUICCC"PFFFFd:$^$ :^$rrrrrr   2008 EFROYMSON COACHES NETWORK RALLY Building Partnerships for a Sustainable Planet September 9-11, 2008 Sunriver Resort, Sunriver, Oregon SESSION DESCRIPTIONS TUESDAY, SEPTEMBER 9, 2008 10:30AM 12:30AM Measures 101. Getting started with measures What are the most important steps for creating a first iteration measures plan? Mauricio Castro, Steffen Reichle, Tim Tear Location: Landmark 1 Looking at information from the diverse plans found in ConPro it is apparent that the community that uses CAP does not address measures with the same level of discipline as other steps in the process. This session will demonstrate in practice, combining the expertise of diverse CAP users, the basic elements and issues that need to be addressed to produce a first plausible iteration of a robust measures plan. Participants will leave with confidence and with clarity about the basic elements of a measures plan to help them to do their own or help others to design a first iteration measures plan. Using CAP with indigenous and rural community members. Edgard Herrera, John Heaston, Sopialena Location: Landmark 2 How we can use CAP with indigenous and rural communities in a way that we can foster their participation, include their knowledge, and create a plan that is meaningful for them? Indigenous and rural communities often have their own methods to interpret reality and analyze their surrounding world. Their knowledge is called traditional knowledge and while it does not quite fit into what we call science it is often rich with firsthand observation and deep generational experience that can provide significant insights into how a system works and changes over time. In this session we will produce a set of best practices or recommendations to facilitate the integration of traditional knowledge and experience into the CAP process. So you have done a conservation audit Now what? Ian Dutton, Tim Reed, Andy Dickerson, Blane Heumann, Oscar Maldonado Location: Heritage 1 Conservation audits have now been completed for more than 45 projects in TNC and WWF. Conservation Audits assess a conservation projects use of the CAP approach/Open Standards for conservation and so provide a valuable reflection and learning opportunity for conservation practitioners. Over the past four years we have learned a lot about what makes projects more effective and have used both the Conservation Audit process and resulting findings to improve and contribute to the adaptive management of those projects. This session seeks to provide some real-world examples of how and where this has happened. Also in this session, we will discuss how we might use the Efroymson workshop framework to improve linkages between CAP and the Conservation Audit framework to take advantage of the opportunities a Conservation Audit provides for improved project implementation. Interactive learning techniques Appealing to the adult learner. Karen Poiani, Matthew Durnin Location: Heritage 2 Ok, so you do have to teach participants about functional landscapes and strategy effectiveness measures! But you dont have to grab all those PowerPoint slide presentations off the CAP web site. There just might be other ways to get new ideas across, ways that play to adult learners who actually learn best by doing. In this session, you will explore ways to engage learners in direct experiential learning. You will find that there are many techniques that could fit different types of learners. And you will generate ideas for how you might overcome your own apprehension about facilitating this style of learning. CAP and U.S. government agencies: Whats working,what isnt, and emerging opportunities. Joni Ward, Susan Abele, Betsy Bloomfield, Paula Gagnon, Megan Kram, Greg Low, Terri Schulz Location: Fireside In the US, achieving our conservation goals is virtually impossible without the cooperation of key federal agencies that are responsible for the management of millions of acresand thousands of stream-miles vitally important for biodiversity. For several years, TNC has been engaging in creative partnerships with these agencies using adaptations and components of CAP as a means to influence management. The goal of this session is to examine successes AND failures associated with this work with the Forest Service, BLM, USFWS, and Army Corps of Engineers, and identify keys to successful partnerships in the future. TUESDAY, SEPTEMBER 9, 2008 2:00PM 4:00PM Measures 201. Strategy effectiveness measures: Elements to apply SEM at diverse scales. Mauricio Castro, Yven Echeverria, Tim Tear Location: Landmark 1 Strategy Effectiveness Measures (SEM) tools we are hearing these words more and more lately. What are they? What does it take to apply them? How do we use the tools effectively and build a useful set of measures for our strategies so we know they are having the effect we thought they would? This session will show the use of SEM tools from the perspective of field users and managers who need to know if their investments are having the right effect and what needs to be adapted regularly to get the biggest bang for the buck. Genies in the bottle: Tools to assess landscape health and predict benefits of conservation strategies. Susan Abele, Greg Low, Kori Blankenship, Leonardo Frid Location: Landmark 2 Want to predict the costs and benefits of your conservation strategies? Well discuss tools that facilitate landscape-scale assessment of ecosystem health, predicting benefits of ecological management strategies, predicting seriousness of future threats and developing detailed strategies for land management partners. Two ecological modeling experts (real genies!), Kori Blankenship (TNCs Global Fire Team) and Leonardo Frid (ESSA Technologies), will work with us to develop and test alternate strategies using LANDFIRE models and Vegetation Development Dynamics Tool Software. The team with the most successful strategy wins! Infusing CAPinto the protected area management planning process. Jose Courrau Location: Heritage 1 The purpose of this session will be toreview and discuss theGlobal Guidancefor Protected Area Management Planning with CAP. This Guidance is available for all who work on Protected Area Management Plans.The purpose of the Global Guidance is to create or strengthen the required management plans and to emphasize how to meet the commitments of the Program of Work components (workplans).We will present the structure of the manual, how the CAP components are involved and seek critical feedback forsuggestions on how to improve the Global Guidance. Spatial data applications in CAP. Terri Schulz, Jon Fisher, Dan Salzer Location: Heritage 2 What is currently being done and what new applications will soon be available forCAPspatial data display and analyses? What are the priority needs for spatial data in CAP? Session participants will learn about new directions in spatial aspects of existing tools (ConPro and Miradi) andseeexamples of spatial applications in CAP. Participants will also provide direction to a spatial data working group on priorities for spatial data and analyses needs for CAP and thepotentialutility of standards. Financial planning. Eric Swanson, Andrew Soles Location: Fireside This session will address long-term financial forecasts based upon action plans from CAP/WWF Standards planning.The WWF Financial Model template, which has been applied to a variety of large-scale programs, will be described.Participants will have the opportunity to examine how such a model could be applied to sample programs.The group will then discuss some key challenges with financial modeling, such as how to best incorporate partners. TUESDAY, SEPTEMBER 9, 2008 4:00PM 6:00PM and 8:00PM 10:00PM Innovations Tool Box Expo InnovationsTool Box Expo will provide you with information and training on tools that can support aspects of the CAP process. Come learn how these tools can work for you. You can view demonstrations, ask questions, walk through training tasks and pick up informational materials. Also use this opportunity to share with the tool developers your ideas about how a tool can be utilized or improved to enhance the outcomes of a Conservation Action Plan. You might even decide to participate in an exercise aimed at giving you a chance to share an innovation of your own. Tools at the Toolbox Expo Climate Wizard ConPro geoCAP Conservation by Design Gateway ConserveOnline CAP Excel Workbook Marine Toolkit LANDFIRE Miradi Remote Sensing Vegetation Dynamics Development Tool WEDNESDAY, SEPTEMBER 10, 2008 8:30AM 10:20AM Taking action for marine conservation: Application of CAP in coastal and marine systems. Cristina Lasch, Nina Hadley Location: Landmark 1 Several of the most outstanding coaches in the marine realm will present and discuss case studies from all the regions of the World. The workshop will target the following points: 1) collect a portfolio of summaries of marine CAPs; 2) as a group, discuss implementation of CAP in marine areas; and 3) identify necessary tools and mechanisms based on the lessons learned to improve the implementation of CAP in marine and coastal areas. Basic facilitation skills for CAP workshops. Audrey Newman, Rob Sutter Location: Landmark 2 Facilitation is a key skill needed in running a successful CAP workshop. The goal of facilitation is to make the group process more effective, with the role of the facilitator to lead the process, keep the group focused and ultimately get the group to reach some decision point. Being a good facilitator is a skill that takes practice and conscious attention. In this session, participants will get to learn through practice, peer review and discussion, six basic facilitation skills and annotate and expand a document on basic facilitation skills for the Efroymson Network. CAP 101. Terri Schulz, John Heaston, Steffen Reichle Location: Heritage 1 How do we make adaptive management and CAP a core part of new conservation staff training? Participants will learn about what one state (Colorado) does to train new conservation staff and partners, provide feedback ona proposal TNCs ConservationStrategiesDivision to provide core training,and provide recommendations on additional ways to imbed adaptive management and CAP in TNC and partner organizations. Miradi: Adaptive management software for conservation projects. Dan Salzer, Anita Diederichsen, Yven Echeverria Location: Heritage 2 Learn how to use Miradi, a new Open Source software program that supports the application of CAP. Miradi includes the familiar aspects of CAP like target viability, threats, strategies, objectives and indicators and includes an integrated diagramming feature that supports conceptual models and results chains. This session will include a 15-minute demo, followed by a 1-hour hands-on exercise using Miradi, and conclude with a 30- minute session where users demonstrate answers to frequently asked questions. CAP in higher education - Working with universities and others to train people in CAP. Ian Dutton, Jose Courrau, Rebecca Esselman, Pierre Ibisch, Bruce Jefferies, Dachang Liu, Sopialena, Yongyut Trisurat Location: Fireside CAP has emerged as a leading global conservation planning tool. With the continuing evolution of the open source approach to conservation project management and new tools such as Miradi, we expect demand for CAP and CAP-training to increase significantly. To date, a few courses have been taught at different institutions, but there has been little active exploration of partnerships with higher education institutions to build CAP capacity. However, several institutions (e.g. UMD, Kasetsart, SW Forestry University Yunnan, and James Cook University) are now signaling their interest in incorporating CAP training into their curricula. We need to decide how best to work with those partners to ensure CAP principles and best practices are integral to course design. WEDNESDAY, SEPTEMBER 10, 2008 10:50AM 12:40AM CAP in motion: Is your plan a good intention or is it hard at work? Cristina Lasch, George Schuler, Pip Walsh Location: Landmark 1 Do you ever wonder if the time, money and enthusiasm invested in your CAP are actually reflected in action? As coaches, we often have little or no direct involvement in project implementation. This means that, in large, we have to trust that planning work well done on our part will eventually produce the desired on-the-ground results. Peter Drucker, one of the fathers of modern management said that plans are only good intentions unless they immediately degenerate into hard work. In this session, we will share experiences and sharpen our skills to increase the probability that a CAP can quickly degenerate into hard work! Strategies!!! Greg Low Location: Landmark 2 Probe, probe, probe! In this session, well cover the basics of setting good objectives and delve into developing effective strategiesfor land protection, ecological management and public policy. The group will provide "tough love" feedback and the outcome will be a set of key probing questions that can be used for coaching a projects development of strategies! Climate change in CAPs. Ken Popper, Steffen Reichle Location: Heritage 1 This session specifically addresses how we can realistically include climate change related threats and strategies in CAPs. A quick overview of climate change and the guidelines that are being developed by the Climate Change CAP group will be followed by break out groups discussing the applicability of the new guidelines and how well they may or may not work in different habitat types and sites around the world. Socioeconomic considerations in the CAP process. Oscar Maldonado, Kirsten Evans, Jose Courrau, Estuardo Secaira, Sheri Stephanson Location: Heritage 2 Conservation practice has shown that socioeconomic and cultural issues need to be taken into account in order to achieve long-lasting conservation results. With this in mind, CAP practitioners from around the world have developed different approaches in order to incorporate the social component into CAP. This session is designed to discuss these different approaches, share lessons learned, and gain a better understanding the value added of including socioeconomic aspects into CAP. CAP workbook, release 6.0: Strategy effectiveness measures in the CAP Excel tool. Warren Lockwood, Megan Kram Location: Fireside Session participants will tour the new version of the CAP workbook. This version looks and acts like the prior version, but literally adds a new dimension -- time. It can record Strategy Effectiveness Measures over time -- both indicator measurements and the implementation status of objectives, strategies and monitoring plans. Come see how it works! Also learn about other new user-requested features, and ask those burning (or simmering) workbook questions! THURSDAY, SEPTEMBER 11, 2008 9:00AM 10:50AM Tailoring CAP to meet the needs of projects and programs. Jim Gaither, Rich Reiner Location: Landmark 1 Conservationists invest staff time and resources into the CAP process with the expectation that we will generate maximum returns in the form of effective strategies to protect biodiversity. There is substantial latitude in the in-depth of detail and amount of time invested in each of the diagnostic steps of CAP. In addition, conservation programs and projects vary widely in geographic scope, history, staff support and the timeframe available for planning. In this workshop, we wish to focus discussion on techniques to tailor our investment into the planning process so that we meet the needs and unique circumstances of projects. Our general theme is on techniques in the diagnostic steps of CAP that are advantageous when the planning process is under time constraints. However, we hope to investigate techniques that can be scaled to the unique needs and timing of any project. Cultural and spiritual sites and targets. Ismet Khaeruddin, Estuardo Secaira, Ian Dutton Location: Landmark 2 Can CAP be used for non-biodiversity targets? Is it possible to mix biodiversity and non-biodiversity targets in one workbook? Cultural and spiritual beliefs play important roles in maintaining nature in many places. Designation of certain areas as sacred places or traditional land by indigenous people in Sulawesi and Papua, for instance, benefits biodiversity conservation. Participants in this session will develop guidelines for incorporating cultural targets into CAP and share lessons learned. Results chain modeling. John Morrison, Matthew Durnin, Bernal Herrera, Al Lombana, Dan Salzer, Rob Sutter, Tim Tear Location: Heritage 1 How can the results chain tool help teams develop logical, workable strategies and document their assumptions?Come learn what results chains are (and are not), andlearn tips and techniques for using and organizing results chains. Participants will build results chains for 2-4 real strategies selected bythe group. This session is geared for all CAP coaches especially those that have not used results chains before. CAP from the outside. Pip Walsh, Audrey Newman, Cristina Lasch Location: Heritage 2 The Efroymson Coaches Network has started to dream of a glorious future where every project is a CAP project. More partners will be needed! Already partners are playing a significant role in leading and implementing CAP projects. Some franchises are led by partners and others predominantly work with partners. What can we learn from the current experience of using CAP with partners? What can we do better? Workshop design studio. George Schuler, Rob Sutter Location: Fireside As Conservation Action Planning has been implemented for a broader range of objectives, the structure of the workshop, both the sessions and the workshop as a whole, have been modified. In this session, experienced coaches will share stories of the innovative ways they have structured CAP/Efroymson workshops for different objectives and the group will discuss these and other new ways of structuring workshops. The session will capture these ideas, discussions and stories of innovation in a document that will be shared with the Coaches Network. THURSDAY, SEPTEMBER 11, 2008 2:00PM 3:50PM Karate belts for coaches: CAP Coaches Certification Scheme. Greg Low, Karen Poiani, Pip Walsh Location: Landmark 1 The CAP Coachs Certification Scheme was recently developed to: (a) recognize and better understand the strengths and geographic distributions of the different skills of the Networks coaches; and (b) provide a framework and well-defined pathway for coaches to define professional development goals as CAP coaches. Come learn about the five proposed categories for CAP coaches, and provide feedback on these categories, the criteria for assignment to a category, and on the certification scheme in general. CAP and organizational decision-making: How to more effectively guide high level priority setting. Ian Dutton, Judy Dunscomb, Oscar Maldonado, John Morrison, Eric Swanson, Location: Landmark 2 CAP is a systematic planning process that has traditionally been applied at a site or multi-site scale. While it has been proven effective to develop comprehensive work plans at the site and project level, there are ongoing questions about how CAP principles might be used in broader organizational planning and decision-making. This session explores how CAP has been employed at higher organizational levels and will seek to evaluate what works and why in these situations, in an effort to generate ideas for how to more effectively incorporate CAP into higher levels of organizational decision-making and priority setting. Enhancing measures capacity and launching the measures business plan: Efroymson Network to the rescue! Doria Gordon, Craig Groves, Dan Salzer, Tim Tear Location: Heritage 1 This session is designed for those already familiar with developing measures and monitoring programs for both strategy effectiveness and status measures. We will discuss the measures that will be required of TNCs capital campaign projects, illustrated with specific examples of how measures were determined (from objectives and results chains) for a specific capital campaign project, and how progress on those measures are displayed through ConPro. We will then discuss what training and support project teams need so that they can develop an approach that will meet the Measures Business Plan requirements and how the Efroymson Coaches Network can help develop the organizational capacity to deliver measures training and assistance. Strategic plan Coaches get the final word. Paquita Bath, Audrey Newman, Will Reidhead, George Schuler, Jora Young, Location: Heritage 2 This is a chance for Coaches to have the final word in setting our strategic direction for the next three years. In this session we will review all your comments on our Network plan, hot off the presses from the Caf discussions this morning. Facilitators will summarize the key points in advance, so you can identify where we have consensus and any outstanding issues that need to be addressed by the planning team. We will split into small groups so we have time to cover everything from our Mission to initial implementing teams. Come join us and help us move ahead on our exciting new Plan!! Coaches connecting virtually How do we maintain our connections effectively in cyberspace? Jolie Sibert, Rebecca Esselman, Anne Wallach Thomas Location: Fireside We come together every 18 months at the Rally to share our experiences, see old friends, meet new colleagues, and learn from each other. To be an effective network all the time, we must be able to find each other, share knowledge, ask each other questions, mentor, coordinate outreach with key partners and continually improve global conservation action planning practices. Is it really necessary to burn carbon to generate this type exchange? The new Network Strategic Plan suggests that we need to be able to connect more and work together even when we are not together. Come provide your input into what virtual connections will be most useful to you and effective for the Network as a whole.     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