Chesapeake Bay Action Plan (pka Strategic Implementation Plan)

1. Chesapeake Bay Action Plan (pka Strategic Implementation Plan) Validating and Aligning our Approach, Progress, And Next Steps January 21, 2008 Draft

2. Overview Visual Representations of Management Systems Reviewing the Purpose and Need for a Chesapeake Action Plan • The “Mandate” (e.g. legislative, GAO) • The needs of the Partnership Proposed Guiding Principles Scope and Elements of the Action Plan Schedule Identifying and Addressing the Issues Discussion and Next Steps

3. Need/Mandates for the Chesapeake Action Plan The Needs of the Partnership Mandates

4. Need for the CAP/SIP: The Legal Mandate… • Coordinate Federal and State efforts to improve water quality… (Section 117, 1987 FWPCA) • Coordinate actions of EPA, other Federal agencies, States and local authorities in developing strategies to improve water quality and living resources … (Section 117, 2000 CWA) • Develop a comprehensive coordinated implementation strategy that takes into account available resources. Develop an overall, coordinated implementation strategy that unifies and reconciles the program’s various planning documents” (GAO 2005)

5. Need for the CAP/SIP: The Legal Mandate… Consolidated Appropriations Act, 2008 Implement immediately all of the recommendations contained in the October, 2005 Government Accountability Office (GAO) report. Of the funds provided to the Bay Program and the Office of the Administrator of EPA, $5,000,000 in administrative funds shall not become available until 60 days after the EPA Administrator submits a report to the Senate and House Appropriations Committees and to the Comptroller General stating, with supporting evidence, that EPA has implemented the recommendations contained in the GAO report. In addition, the Agency is directed to develop a Chesapeake Bay action plan for the remaining years of the Chesapeake 2000 Agreement. This plan must: (1) clearly articulate realistic targets the Chesapeake Bay Program expects to achieve in each of the remaining years; (2) describe the actual activities the Chesapeake Bay Program will implement in each year to achieve these annual targets; (3) identify the amount and source of funding that will be used to accomplish each of these activities; and, (4) describe the process the Chesapeake Bay Program will use to track and measure the progress of these actions.

6. Some Visual Representations for Context… Management Systems: Linking Strategy and Operations Logic Modeling Chesapeake Bay Program

7. Management System Model - Harvard Business School “Most companies’ underperformance is due to a breakdown between strategy and operations” Source: Harvard Business Review, December 2007

8. Basic Elements of Logic Models1 “A logic model is a systematic and visual way to present and share your understanding of the relationships among the resources you have to operate your program, the activities you plan, and the changes or results you hope to achieve.” Intended Results Planned Work Impact Resources/ Inputs Outcomes Outputs Activities 1 – W.K. Kellogg Foundation (2004). Logic Model Development Guide.

9. The CBP SIP will provide a linkage from actions to environmental results. The SIP will ID the activities (what & where) outputs that effect changes environmental conditions. Ches. Bay Program: Hierarchy of Indicators This is how CBP measures environmental condition and/or change: Environmental Condition/State/Pressure Management Action/Response LEVEL 4 Changes in Ambient Conditions LEVEL 6 Changes in Health, Ecology, or Other Effects LEVEL 3 Changes in Discharge/ Emission Quantities LEVEL 1 Activities by Federal and State Partners LEVEL 2 Responses of the Regulated & Nonregulated Community LEVEL 5 Changes in Uptake and/or Assimilation

10. What is the Chesapeake Action Plan… Pillar Strategies Operating Plan

11. Pillar Strategies • Sets the Overarching Context of the Pillar • Helps to Unify and Reconcile Planning Documents • Very Short (10 pages) • Content • Vision and Goal • Desired Outcomes • Key Objectives and Strategies • Helps Create Context for the Operating Plan • Forum to begin to align priorities

12. Corresponding Pillars – Categories Ecosystem-Based Fisheries Management (EPA/USGS) Restoring Healthy Habitats (US FWS) Restoring Healthy Waters (NOAA) Maintaining Healthy Watersheds (USFS/FWHA) Fostering Chesapeake Stewardship (NPS) Oysters SAV Wastewater Treatment Land Conservation Public Access Topic Areas (from keystones) Striped Bass Wetlands Agricultural Lands Developing Lands Education - Interpretation Watershed Planning Alosa sp. Fish Passage Developed Lands General Communication Citizen Outreach Menhaden Air Deposition Blue Crab Shorelines & Streambanks Chemical Contaminants Architecture: Goals, Pillars, and Keystones Chesapeake 2000 Goals Living Resource Protection & Restoration Vital Habitat Protection & Restoration Water Quality Protection & Restoration Sound Land Use Stewardship & Community Engagement Strategic Implementation Actions: Activity, Milestones, Result, Responsible Entity, Resources

13. CAP – Operating Plan • Identifies specific actions and corresponding resources • Provides the basis for coordinating/aligning/synchronizing • Sortable database • C2K commitment • Program area or function • Geographic location (where relevant)

14. Operating Plan - Data Fields • Activity • Short descriptive title • Brief narrative description • Activity Descriptors • Strategy • Program area (e.g oysters, SAV, wetlands) • Functional area (e.g. monitoring, restoration, permitting, research) • C2K Commitment (primary) • Current/Actual or Planned/New • Geographic Reference (Lat/Long) • Partners • Lead organization and lead staff person name • Collaborating organization(s) name

15. Operating Plan - Data Fields (continued) • Resources (each fiscal/calendar year beginning with 07 through 2010) • Dollars • FTEs • Product/Major Milestones/Schedule • Date of Major Milestone • Brief Description • Measures of Performance? • Current performance measure(s) for the activity • Relevant Notes

16. Proposal for Moving Forward… Proposed Guiding Principles Major Steps Team and Process to Identify and Address Issues

17. Overall Approach • Identify the Chesapeake Action Plan Components • Pillar Strategies • Operating Plan • Explain how the CAP “fits” with other systems/processes • Design and build the CAP Action plan (database) • Populate the database with Federal and State actions • Conduct initial analyses • Submission to Congress

18. Proposed Guiding Principles for the CAP/SIP • Supports shared leadership of the Bay Program by partners • Enhances and builds upon the existing management systems • Strategic direction • Goal setting • Priorities, actions • Accountability and Results • Becomes integral in our annual planning cycle • Facilitates enhanced coordination/alignment/synchronization of partner actions across the watershed • Provides a basis for assessing gaps, overlaps and efficiencies of our individual and collective actions • Maintains the identity, role and decision-making responsibility of each partner • Capture both existing and new/planned actions • Clear relationship to “strategic” analyses (e.g. Pillar Steward efforts)

19. Proposed Guiding Principles for the CAP/SIP (cont.) • Near term: CAP addresses key Federal and State actions. Long term: other partner actions. • Improves transparency and accountability of Partner actions and results • Collaborative approach in the design, development and long term use • Identify, address and resolve issues quickly and effectively • This will be an iterative and improving process in the years to come • It will be far from perfect this first year • Others?

20. Proposed Action Plan Development Schedule (Draft) January • Develop overall CAP scope, content and schedule February • Prepare draft “pillar steward papers” • Design the Operating Plan database (data fields, descriptions and guidance) and identify specific output reports • Meetings with States March • Request “data call” including data fields, instructions and guidance and populate the Operating Plan from Federal and State partners. Data summary and analysis, QA, report writing April • Prepare summary report and documentation. Partner review and comment • Submit CAP/SIP for OMB and Agency Review May 16 - Submit CAP/SIP Documentation to Congress

21. Immediate Next Steps • Seek and obtain general; agreement on a path forward • Commitment to work through unresolved and other issues in a collaborative manner • Agree on a lead for each Federal (and State) agency • Finalize CAP content, objectives and data fields and guidance • Confirm the use and functionality of the CAP • Align our nomenclature • Develop a common briefing for our respective agencies • Develop a common schedule • Establish routine meetings/checkins