CAP Workbook v6b Demo Strategy effectiveness measures in the CAP Excel tool… … and more!

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

2. CAP Workbook v6b 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

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

4. CAP Workbook v6b Download eitherv6b or v5a CAP Workbooks v6b: English & Spanish (Russian & Portuguese are available in v5a only)

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

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CAP workbook, v6a/v6b Workbook layout: version 5 vs. 6 Version v5a Summary of Threats • The Summary worksheet has been replaced by: • Σ Viability • Σ Threats • ΣStresses Stress Matrix Overall Viability Summary Detailed Viability Summary Version v6b

7. 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

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

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

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

11. CAP version v5a: CAP version v6b: • Progress 1 • Progress Rating • Progress Date Indicator A Indicator Name Priority Indicator comment Viability row A Viability row A • Progress 2 • Progress Rating • Progress Date Indicator B Indicator Name Priority Indicator comment Viability row B Viability row B Indicator C Indicator Name Priority Indicator comment Threat by target Threat by target • Progress 3 • Progress Rating • Progress Date Other by target Other by target Indicator D • Progress 4 • Progress Rating • Progress Date Other (no target) Indicator E • 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 • 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) • 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) Indicators – then and now, CAP workbook, v6b

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

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

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

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

16. 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

17. CAP Workbook v6b Schedule 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.

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

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