Knowledge and Learning
Leadership SummitWhite Oak - Jan 2008
Roberto B. Cavalcanti
Institutional Planning, Learning and Knowledge
Program Management and Planning Yves Pinsonneault, Alison Marian, Alexa Ball,
Christian Lavoie, Meharoopan Jeganathan Conservation Initiatives
Tracy Farrell, Chantal Elkin, Ben Campbell Learning
Andrea Margit
CI - Knowledge Organization
DESIRED STATE Reduced layers Teams Planning System Peer to Peer Knowledge available Improvement through
adoption of lessons learned Common processes and
language
CURRENT STATE Hierarchy Divisions and Departments Assignments Top Down Communication Knowledge exists Develop metrics Common tools
Program Management and Planning
Co-chairs PMG Organizes and prioritizes PMG agenda and convenes meetings Assigns review of materials submitted to PMG Monitors follow up of PMG decisions and provides meeting minutes
Schedules and organizes PMG field assessments Organizes pre-assessment Manages/facilitates process and provides follow up between PMG and field
programs Annual Workplans
Co-convenes Annual Planning with Operations and Field Divisions Responsible for Workplan Database system. Coordinates with field
programs, ops, and IT on workplan requirements, design, content, timelines, training, and data entry.
Defines with IT development and support to the Workplan Database and links to other business systems
Conservation Initiatives
Co-chairs SPG and supports Strategic Planning Deploys Strategic Teams at the request of PMG Works with Divisions to transition ST products to
implementation Works with RMG to secure funding for ST priorities Current Portfolio:
Ecosystem Services and Freshwater ST CI-Moore SP (and Capacity Building Initiative) Wildlife Trade Program Faith Based Initiative
Learning
Manages Institutional Learning Initiative and its infrastructure on behalf of institution
Learning Networks Global Teams Learning Dynamos Knowledge and Learning Strategic Team P&S Publication Strategy (from Fred Boltz) Infrastructure (with IT and Ops): Learning Portal, Intranet,
Online Library 6 Current Global Teams 7 Learning Networks: KBAs, Conservation Corridors, Outcomes,
Stewards, Finance, Partnerships and Capacity Building
Knowledge tools in the world. Wikis, blogs, social networking, photosharing
China Global Team
Lu Zhi, Roberto Cavalcanti, David Hess - and you! Purpose: scale up capacity and forge conservation strategy that
takes advantage of China’s and CI’s strengths across disciplines and regions
Main Elements: National Conservation Priorities with government Policy Center matching science/knowledge, decision making, and
information - CCG and Mega Regions to replicate Business and corporate engagement / HongKong office/RDO/CELB Strategic Partnerships (in country, CI units, global) SW China Hotspot as strategic focus for action on the ground - great
national and regional repository of biodiversity, ecosystem services, and natural resources
China “footprint” is a two-way conduit
Annual Planning FY09
Co-convened by P&S Divisions and Ops Decentralize and empower field divisions Use workplan database indicators as primary means to
compare and coordinate priorities across all of CI VA based sessions should focus on lessons learned and
transfer of knowledge Divisions and depts should present sets of standardized
slides that extract data from planning and financial syst. Establish flows of learning and knowledge repositories in CI
Knowledge and Learning Measures of Success
Support structure in place for deployment of teams including global plans, IT infrastructure, resources, and best practices
Organizational and partner-wide measures of knowledge availability and learning (transfer)
Team participation and knowledge contribution measures included into individual deliverables
Divisions and Departments adopt team-based project management
Lessons learned and organizational improvement included in performance scores
Common language in place for describing and communicating goals and processes
Demonstrated expertise in learning and innovation
Cities
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