Hands-On Miradi Exercise

1. 1 Hands-On Miradi Exercise Getting Started 1. Install Software: Go to www.Miradi.org/download and follow instructions for downloading a free trial version or one based on an organizational license. 2. Launch Miradi: Double-click on the Miradi Icon on your desktop to launch Miradi then click the Continue button at the “About Miradi” screen. Create a new project 3. Start a new Project: Click the Create button (to start a new project), assign a name, then click the Next button. (Note: you can Import other Miradi project files and will soon be able to import CAP projects from ConPro). • 4. Enter Basic Project Information in the Summary View • Click on several of the tabs and enter the information listed below: Click on the Countries “Select” button and assign your project to a country Scroll down to view many standard mgmt planning text fields. Assign the project to Protected Area category V Protected Landscape/Seascape Use the Select buttons to assign your project to your Operating Unit (Field Program) and to a Terrestrial, Marine, or Freshwater Ecoregion Click Create Member button and enter Given Name, Surname, & Initials for 2 people Enter Project Name • 5. Enter a Conservation Target • Switch to Diagram View • Click on Target button on the Control Bar to enter a • Target of “Riparian system” in the diagram. • Note: Instructions on page 5 of this Exercise describe how to enter KEA, Indicator, and Indicator Measurement information. • 6. Enter a Direct Threat (i.e., Source of Stress) • With your Target highlighted, click on the Threat button on the Control Bar to enter a threat of “Japanese Knotweed”. • Note: The instructions on page 6 of this Exercise describe how to enter threat ratings, which is typically done to prioritize threats before developing strategies

2. 2 Conceptual Models & Results Chains • 1. Build a Conceptual Model. In the Diagram View, • use the buttons on the Control Bar to create the following Conceptual Model Diagram • Factors that are highlighted will be automatically linked to new factors you add or you can link 2 factors by holding the Control key down, select one, then another, then click on the Insert link button on the Control Bar • A draft threat-abatement objective (see page 5) can be entered before entering strategies • Notes: You can make > 1 Conceptual Model or Result Chain and copy and paste between them; Right-mouse click diagram names to rename, create new diagrams, or delete • Tips: • Multiple items can be “lassoed” by drawing a box around them while holding down the left mouse button • Selected items can then be moved as a group using left-mouse & drag • 2. Convert Conceptual Model to Results Chain • Right mouse-click on the green Target ellipse and choose Select Factor Chain • Right mouse-click again and choose Create Results Chain • This will automatically shift you to the Results Chain tab and present you with a draft Results Chain based on your Conceptual Model • Double-click on the Intermediate Results and Threat Reduction Results to re-word them to desired results to convey your theory of change, i.e., the desired results from successful strategy implementation • See page 5 to enter a threat-abatement objective before building • Add additional factors as needed (see new factor regarding “Regulations adopted & enforced” added to the top strategy – you’ll have to delete the existing Strategy link) • Other information on diagrams: • Result Chain diagrams can be built from scratch – you do not need to start with a Conceptual Model

3. 3 Add Objectives, Indicators, Activities to the Results Chain • 1. Add a threat-reduction objective • Double-click on the “Reduced spread of knotweed factor”, click on the Objectives tab, click on the Create Objective button then enter an objective ID, short name, then the full text of an objective statement. If you already entered a threat-abatement objective on your Conceptual Model, use the “Clone Objective…” button to copy here to your Result Chain 2. Add a threat-reduction indicator • Click on the Indicators tab, click on the Create Indicator button, then enter an Indicator ID, and indicator name 3. Add a baseline measurement value: Click on Create Measurement button • And Date (use Calendar icon), Value, Detail, and Source information. • 4. Add one more objective & indicator to the “Annual watershed surveys” Intermediate result • Objective: Name: “Annual surveys”; Details: “By 2010, watershed councils conduct annual knotweed surveys in 8 subwatersheds” • Indicator Name: # of subwatershed surveys completed annually

4. 4 • 5. Add Activities to one of the Strategies • Double-click on the “Training watershed council” strategy hexagon • Click on the Activities tab • Add the 3 Activities shown below using the Create Activity button • Click the button to Show Activity on this page for each Activity • For at least 1 Activity, click on the High Level Est. radio button, enter a budget figure in the “Budget Override” field, Start and End dates in the “When Override” fields, and click on the Who Overrride button, and check one or more checkboxes • 6. Adjust size & Position of Activities factors • Use mouse to change dimensions of activity factors and move to new positions

5. 5 Enter Target Viability Data 1. Double-click on the “Riparian System” factor and switch the Viability Analysis Mode to "Key Attribute" then click on the Viability tab 2. Click on the Create KEA button then enter KEA name and use the pull-down menu to select KEA type • 3. Click on Create Indicator button, enter Indicator Name and Viability Ratings & Rating Source 4. Click on Create Measurement button, enter current date, Current indicator value, Current Status, Source, & Comments Entered Viability information

6. 6 Enter traditional TNC (stress-based) Threat Ratings 1. Switch to Threat-Ratings View & select "Stressed-based Threat Rating Mode" then return to the Diagram View and go to back to your Conceptual Model diagram 2. Double-click on Riparian System ellipse then the Stresses tab. • Click Create Stress button & enter "Reduced Native Cover" in the Name field • Assign Scope of Very High and Severity of Very High • Click on Show Stress on this page button then close the dialog box 3. In your diagram, enter a Direct Threat of “Japanese Knotweed” then double-click on the link between your threat & target • 4. Check the Active? Checkbox next to the appropriate Stress, and assign a Contribution rank of Very High and an Irreversibility rank of Very High 5. Use the mouse to move & re-size the stress factor in the diagram to appear along the threat-target link. When you click on the stress, it’s target is highlighted

7. 7 Reducing diagram complexity Group Boxes & Bend Points • 1. Create Group Boxes • Add a second threat of “Giant Knotweed” • Link Giant Knotweed to the same Target and Contributing Factors as Japanese Knotweed. • Then highlight both threats by holding down the Control key and clicking on each one. Click on the Create Group Box button in the Control Bar • 2. Link Group Box to factors • Establish a new link between the group box and the target by first clicking on the edge of the Group Box, hold down the Control key, click on the target ellipse, then click on the Insert Link button on the Control Bar. • Repeat to link each of the two Contributing Factors to the Group Box • 3. Add bend points • Right mouse click on the link from “Spread via…” and select Create Bend Point • Left-click on the new bend point and drag it up to be horizontal with the middle of the Contributing Factor • Add another bend point and drag it down

8. 8 Other Views • 1. “Canned” Planning Views • Switch to the Planning View • Click on 4th radio button (where it says “Goals only”) and use the pull-down to select Objectives Only • Adjust column and row height and width with mouse cursor at edge of columns and rows to display content • Check out the Strategic Plan, Monitoring Plan, and Work Plan views. Use the Expand All button to completely open up all branching trees • Data can be edited in the lower panel of the screen for rows highlighted in the upper portion • 2. “Custom” Planning Views • Click on the Custom radio button and create a custom report with Targets, Objectives, and Indicators as rows and Details and Current Status as columns by checking these check boxes in the Control Bar. • Columns can be moved to new positions by holding the left-mouse button and dragging the column left or right • 3. Check out the Target Viability and Threat Rating Views • These views show Summary tables but also support editing via the lower panels of these views • In Viability View, click on the Expand All button to expand tree Exporting information from Miradi • 1. Export Standard Reports • Change to the Reports View then click on the Full Report - Run button. You will be prompted to name a RTF file. Open this file in Word and page through the Report Other types of exports • 2. Exporting Diagrams & tables • Click on the top File menu, select Export Current Page as…, then select JPEG or PNG Image for diagrams or RTF for tables • 3. Exporting to ConPro • Click on the top File menu, select Current Project as… then select ConPro (CPMZ) File (BETA). A version of ConPro compatible with Miradi will be available by Oct ’08. • 4. Custom Reports • See 2nd tab in the Reports View, Click the Create button then the Content - Select button (you can pick and choose among the available check boxes)