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 workbookOld CAP workbooksv4b, 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 eitherv6b 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.

Dem

onst

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ion:

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The Summary worksheet has been replaced by: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 DescriptionPriorityStatus (Progress)Frequency and TimingLocationWho monitorsAnnual CostFunding SourceDetailed monitoring plan Last updated reportIndicator comment

Viability row A

Viability row B

Threat by target

Other by target

CAP version v5a: CAP version v6b:

Monitoring Method XMethod Name (new, unique)Method DescriptionFrequency and TimingLocationWho monitorsAnnual CostFunding SourceDetailed monitoring plan Last updated reportMethod comment (new)

Viability row A

Viability row B

Threat by target

Other by target

Other (no target)

Indicator A Indicator NamePriority

Indicator comment

Progress 1Progress RatingProgress DateProgress 2Progress RatingProgress Date

Progress 3Progress RatingProgress DateProgress 4Progress RatingProgress Date

Indicator B Indicator NamePriority

Indicator comment

Monitoring Method YMethod Name (new, unique)Method DescriptionFrequency and TimingLocationWho monitorsAnnual CostFunding SourceDetailed monitoring plan Last updated reportMethod comment (new)

Indicator C Indicator NamePriority

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 (wlockwood@tnc.org) 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).

http://elearn.tnc.org/cap/workbook/player.html

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, email it to Warren with instructions on how to replicate the problem.

5. When stuck or in doubt, double-click!

CAP Workbook v6b