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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
rat
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The Summary worksheet has been replaced by: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 ([email protected]) 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