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1 | Card List | anne_morkill@fws.gov | giselle_block@fws.gov | winnie_chan@fws.gov | brenda.vansleeuwen@natureconservancy.ca | annette.stewart@bushheritage.org.au | charles.latremouille@natureconservancy.ca | nick@fosonline.org | shelton.zhao@bushheritage.org.au | |||||||||||||||||
2 | As a Visionary I need to establish quantifiable and measurable indicators in order to track the ecological integrity of the land and its evolution through time | Very critical | Very critical | Very critical | Critical | Somewhat critical | Somewhat critical | Somewhat critical | Critical | |||||||||||||||||
3 | As a Visionary I need to rate critical threats in order to decide which ones require intervention | Very critical | Somewhat critical | Critical | Critical | Critical | Somewhat critical | Somewhat critical | Critical | |||||||||||||||||
4 | As a Visionary I need to outline the logistics of which land uses will be permitted or prevented in order to prevent land uses from deteriorating conservation values | Somewhat critical | Somewhat critical | Not a concern of ours | Critical | Somewhat critical | Somewhat critical | Not a concern of ours | Very critical | |||||||||||||||||
5 | As a Visionary I need to understand the types & broad quantity of resourcing required to achieve our conservation results in order to plan for growth and skill-building within the organisation's workforce over the coming years' | Less critical | Somewhat critical | Somewhat critical | Critical | Critical | Critical | Critical | Critical | |||||||||||||||||
6 | As a Visionary I need to develop goals, objectives, strategies, activities and results chains in order to set out a realistic plan to manage the land | Very critical | Very critical | Very critical | Critical | Critical | Critical | Somewhat critical | Very critical | |||||||||||||||||
7 | As a Visionary I need to analyze the spread and nature of invasive species in order to plan coherent and effective interventions | Critical | Somewhat critical | Very critical | Very critical | Somewhat critical | Somewhat critical | Not a concern of ours | Somewhat critical | |||||||||||||||||
8 | As a Visionary I need to rank potential actions according to criteria such as their relative importance in order to select and prioritize actions | Very critical | Somewhat critical | Critical | Very critical | Critical | Very critical | Very critical | Critical | |||||||||||||||||
9 | As a Visionary I need to identify and engage project team members and other core stakeholders in order to know who should be involved in the project and manage the project resources | Very critical | Very critical | Critical | Critical | Somewhat critical | Very critical | Very critical | Critical | |||||||||||||||||
10 | As a Visionary I need to know the actions I need to undertake to comply with legal agreements on our lands in order to prevent any issues arising from non-compliance | Less critical | Less critical | Less critical | Somewhat critical | Somewhat critical | Critical | Not a concern of ours | Very critical | |||||||||||||||||
11 | As a Visionary I need to see the cost / benefit details of conservation actions in order to manage competing priorities for resources | Somewhat critical | Critical | Somewhat critical | Critical | Very critical | Critical | Critical | Critical | |||||||||||||||||
12 | As an Optimizer I need to have reasonable evidence for how a strategy will play out in order to create a reasonable timeframe with an accurate list of activities within a workplan | Less critical | Critical | Critical | Critical | Somewhat critical | Very critical | Critical | Somewhat critical | |||||||||||||||||
13 | As an Optimizer I need to create budgets and workplans that consider multiple temporal scales in order to make long term plans, but also operationalize them on a rolling basis | Somewhat critical | Very critical | Critical | Somewhat critical | Critical | Somewhat critical | Very critical | Very critical | |||||||||||||||||
14 | As a Visionary I need to differentiate planned vs critical finance and resource gaps in order to have risk awareness and employ proper mitigation techniques | Not a concern of ours | Less critical | Somewhat critical | Somewhat critical | Critical | Somewhat critical | Very critical | Critical | |||||||||||||||||
15 | As a Visionary I need to set the organisation's budget parameters in order to ensure the roll-up of all budgets within an area can be broadly met | Not a concern of ours | Somewhat critical | Somewhat critical | Very critical | Critical | Critical | Critical | Very critical | |||||||||||||||||
16 | As a Money Cruncher I need to allocate funding sources to all time and dollar entries in order to know what is funded (and what is unfunded) | Not a concern of ours | Less critical | Very critical | Very critical | Critical | Very critical | Very critical | Very critical | |||||||||||||||||
17 | As a Money Cruncher I need to do some kind of scenario planning in order to explore what budgets look like under different options | Not a concern of ours | Less critical | Not a concern of ours | Somewhat critical | Critical | Not a concern of ours | Critical | Critical | |||||||||||||||||
18 | As a Diplomat I need to know the approximate cost of implementing high-level tasks in order to outline a rough-cost estimate for a high-level workplan | Somewhat critical | Critical | Somewhat critical | Somewhat critical | Critical | Less critical | Critical | Very critical | |||||||||||||||||
19 | As a Money Cruncher I need to know the entire budget request of the staff in order to know if we have sufficient funds and deny budget requests as necessary | Critical | Very critical | Critical | Critical | Critical | Very critical | Critical | Critical | |||||||||||||||||
20 | As a Money Cruncher I need to know which workplan actions are not funded in order to determine how much additional funding is needed for implementation and/or prioritize as necessary | Critical | Very critical | Somewhat critical | Somewhat critical | Critical | Very critical | Critical | Critical | |||||||||||||||||
21 | As a Money Cruncher I need to do high level indistinct estimates early in the process, but then more detailed estimates as needed in order to produce workplans and budgets with appropriate granulariy | Somewhat critical | Not a concern of ours | Less critical | Critical | Critical | Less critical | Very critical | Critical | |||||||||||||||||
22 | As a Money Cruncher I need to understand funds requested in order to allocate available funds and address funding needs | Critical | Very critical | Critical | Critical | Critical | Very critical | Critical | Very critical | |||||||||||||||||
23 | As a Realist I need to review my Strategic plan and turn it into more detailed actions over the coming period (e.g. quarter / year) in order to undertand what resources (people & dollars) I need to achieve the project's goals and objectives within the stated timeframes | Critical | Somewhat critical | Less critical | Less critical | Critical | Somewhat critical | Very critical | Very critical | |||||||||||||||||
24 | As a Realist I need to identify the time and resources required for prioritised actions, and quantify associated costs in order to develop annual budget and work plan to request required resourcing | Very critical | Very critical | Somewhat critical | Very critical | Critical | Very critical | Very critical | Critical | |||||||||||||||||
25 | As an Optimizer I need to compile realistic budget estimates in order to stand up for my team and prevent unrealistic requests of time and resources | Less critical | Somewhat critical | Somewhat critical | Less critical | Critical | Critical | Critical | Critical | |||||||||||||||||
26 | As an Optimizer I need to ensure funds provided are allocated as planned in order to avoid over or under-allocation in a given year | Somewhat critical | Very critical | Critical | Very critical | Somewhat critical | Critical | Critical | Critical | |||||||||||||||||
27 | As an Optimizer I need to understand funds requested (who is requesting, for what, and when) in order to allocate available funds across projects and decide how to address funding needs (such as across projects (surveys and strategies) on a single refuge) | Very critical | Very critical | Somewhat critical | Somewhat critical | Critical | Critical | Somewhat critical | Critical | |||||||||||||||||
28 | As an Optimizer I need to know staff time allocated versus availability in order to ensure resources are appropriately assigned and people are not under-/over-allocated | Critical | Very critical | Critical | Somewhat critical | Critical | Very critical | Critical | Critical | |||||||||||||||||
29 | As an Optimizer I need to understand the type and quantity of work that has been allocated to me in order to avoid over-allocating my time in a given year | Less critical | Very critical | Very critical | Critical | Somewhat critical | Critical | Critical | Somewhat critical | |||||||||||||||||
30 | As an Optimizer I need to understand what surveys need to be conducted, where, and when across one or more refuges in order to allocate time for people, avoid bottlenecks and get the work done | Critical | Very critical | Critical | Critical | Somewhat critical | Somewhat critical | Not a concern of ours | Somewhat critical | |||||||||||||||||
31 | As a Doer I need to know the timeframe in which activities and tasks should be implemented in order to plan time and resources accordingly | Very critical | Very critical | Critical | Very critical | Critical | Critical | Somewhat critical | Critical | |||||||||||||||||
32 | As a Doer I need to understand who is asking for maintenance support in a given year in order to avoid bottlenecks of work and ensure enough time/funding is available to do the work needed | Critical | Very critical | Critical | Not a concern of ours | Somewhat critical | Critical | Not a concern of ours | Somewhat critical | |||||||||||||||||
33 | As a Doer I need to know what tasks are on my schedule for the next few months in order to plan my time and get things done. | Somewhat critical | Very critical | Very critical | Critical | Critical | Very critical | Critical | Critical | |||||||||||||||||
34 | As a Doer I need to how much money is allocated to an activity or task in order to budget properly | Very critical | Very critical | Somewhat critical | Very critical | Critical | Critical | Somewhat critical | Very critical | |||||||||||||||||
35 | As a Money Cruncher I need to know how much projects/ actions cost in order to prepare funding proposals or media releases | Not a concern of ours | Critical | Not a concern of ours | Critical | Somewhat critical | Somewhat critical | Critical | Critical | |||||||||||||||||
36 | As a Money Cruncher I need to track actual expenses in order to manage budget changes | Somewhat critical | Very critical | Critical | Very critical | Critical | Very critical | Critical | Critical | |||||||||||||||||
37 | As a Realist I need to understand what planned activities/surveys were not completed the previous year in order to understand why, and decide whether it gets pushed forward (if its still needed) or scrapped | Very critical | Critical | Critical | Critical | Somewhat critical | Less critical | Not a concern of ours | Critical | |||||||||||||||||
38 | As a Realist I need to develop and review my detailed workplan against the likely resources available and other org policy requirements in order to match work to resource availability or reconsider the project timeline | Less critical | Somewhat critical | Somewhat critical | Less critical | Critical | Critical | Critical | Critical | |||||||||||||||||
39 | As a Realist I need to understand the status of activities from previous year in order to plan subsequent year | Very critical | Very critical | Very critical | Critical | Critical | Less critical | Critical | Critical | |||||||||||||||||
40 | As an Optimizer I need to understand the big picture progression of the work plan. in order to understand the gaps or blocks, alert senior management of challenges, and encourage them to make changes | Critical | Somewhat critical | Very critical | Less critical | Critical | Very critical | Critical | Critical | |||||||||||||||||
41 | As an Optimizer I need to have true strategy/activity based costing in order to practice good adaptive management | Less critical | Somewhat critical | Less critical | Critical | Critical | Less critical | Very critical | Critical | |||||||||||||||||
42 | As an Optimizer I need to have a picture of what my project/program/office will cost in order to compare against funds I will likely secure, and make reasonable adjustments to my plan | Somewhat critical | Very critical | Less critical | Critical | Critical | Critical | Somewhat critical | Critical | |||||||||||||||||
43 | As an Optimizer I need to link my forward looking budgets to backward actuals (which often come from time sheets and accounting systems) in order to practice full-cycle adaptive management | Less critical | Somewhat critical | Not a concern of ours | Less critical | Critical | Very critical | Very critical | Very critical | |||||||||||||||||
44 | As an Optimizer I need to understand what adaptations to work plans (activities related to strategies and surveys) have occurred over time and why in order to evaluate whether the adaptations were appropriate | Somewhat critical | Critical | Somewhat critical | Critical | Somewhat critical | Less critical | Somewhat critical | Critical | |||||||||||||||||
45 | As an Optimizer I need to know how my people are tracking with their work and budgets in order to optimize the people and resources needed to accomplish the work on time. | Not a concern of ours | Less critical | Critical | Critical | Critical | Critical | Critical | Critical | |||||||||||||||||
46 | As an Optimizer I need to track actual spending in relation to funding sources in order to produce financial AND strategic reports for donors | Not a concern of ours | Not a concern of ours | Not a concern of ours | Critical | Critical | Very critical | Very critical | Critical | |||||||||||||||||
47 | As an Optimizer I need to understand in advance who is over-allocated in order to decide how to address - re-allocate work, not do work, push work to the future - before the end of the plan | Somewhat critical | Very critical | Very critical | Critical | Critical | Critical | Critical | Critical | |||||||||||||||||
48 | As an Optimizer I need to view/interact with data (on people, activities, time, and funding) for a team of people who carry out work within a specified time period in order to to optimize allocation of available time/funds - almost like scenrio planning | Less critical | Very critical | Less critical | Very critical | Critical | Not a concern of ours | Critical | Critical | |||||||||||||||||
49 | As an Optimizer I need to plan for multiple concurrent tasks that a small number of people need to accomplish over some time window (aka conservation) in order to do workplaning in real world conservation situations | Very critical | Very critical | Not a concern of ours | Critical | Critical | Critical | Very critical | Somewhat critical | |||||||||||||||||
50 | As an Optimizer I need to understand delays and issues with implementation for a given time period (who, where, why, patterns) in order to identify how best to overcome them and adjust the workplan | Very critical | Critical | Critical | Critical | Somewhat critical | Very critical | Critical | Somewhat critical | |||||||||||||||||
51 | As an Optimizer I need to understand and document what activities I've completed in order to understand my progress on a strategy | Somewhat critical | Critical | Critical | Very critical | Somewhat critical | Critical | Very critical | Critical | |||||||||||||||||
52 | As a Doer I need to see the tasks assigned to me in the upcoming period in order to plan my schedule and acquire the equipment that will be needed | Critical | Very critical | Critical | Critical | Critical | Critical | Not a concern of ours | Critical | |||||||||||||||||
53 | As a Doer I need to understand what activities I'm responsible for and by when in order to contribute to the larger strategy and objectives within an established timeline | Critical | Very critical | Critical | Critical | Critical | Very critical | Critical | Critical | |||||||||||||||||
54 | As a Doer I need to enter data in collaborative and yet secure space that is built into my regular workflows in order to update info on a timely basis | Critical | Very critical | Critical | Very critical | Somewhat critical | Critical | Critical | Very critical | |||||||||||||||||
55 | As a Diplomat I need to meet with external stakeholders (funders, supporters, partners, land owners, neighbours etc) to discuss their interests and share our plans in order to engage and retain their support | Critical | Less critical | Somewhat critical | Very critical | Very critical | Very critical | Somewhat critical | Critical | |||||||||||||||||
56 | As a Diplomat I need to tag all expenses with my orgs accounting codes in order to make organization reports | Not a concern of ours | Less critical | Less critical | Very critical | Critical | Critical | Somewhat critical | Very critical | |||||||||||||||||
57 | As a Diplomat I need to record progress of conservation actions in order to report progress to all stakeholders, and inform future adaptations of the plan | Somewhat critical | Very critical | Less critical | Critical | Critical | Less critical | Very critical | Critical | |||||||||||||||||
58 | As a Diplomat I need to produce quality documentation about my project's plan, and about my project's progress and results in order to make the case to funders when applying for grants, and also reporting progress and results of approved grants | Somewhat critical | Not a concern of ours | Less critical | Very critical | Very critical | Critical | Critical | Very critical | |||||||||||||||||
59 | As a Diplomat I need to see the tasks assigned to me within the broader Strategic Plan context (i.e. not just what I need to do" but also "why" it needs to be done) in order to understand how my efforts are contributing to achievement of conservation results" | Critical | Critical | Less critical | Somewhat critical | Critical | Not a concern of ours | Somewhat critical | Somewhat critical | |||||||||||||||||
60 | As a Visionary I need to understand the big picture progression of the work plan. in order to understand the gaps or blocks in progress and overcome them by making difficult choices or redirecting staff | Very critical | Very critical | Critical | Somewhat critical | Critical | Somewhat critical | Critical | Somewhat critical | |||||||||||||||||
61 | As a Visionary I need to periodically (as part of strategic plan reviews and annual budget processes) realign allocation of resources (people and $s) in order to move more resources to projects of greatest strategic priority | Very critical | Critical | Less critical | Less critical | Critical | Somewhat critical | Very critical | Somewhat critical | |||||||||||||||||
62 | As a Visionary I need to see details of whether the work performed by staff has met objectives in order to confirm performance reviews | Somewhat critical | Somewhat critical | Critical | Less critical | Critical | Critical | Critical | Critical | |||||||||||||||||
63 | As a Realist I need to know projected vs actual costs in order to track and refine budgets | Less critical | Somewhat critical | Somewhat critical | Critical | Critical | Critical | Very critical | Critical | |||||||||||||||||
64 | As a Realist I need to understand what my staff is involved in in order to direct them to give up activities when they run out of time | Critical | Critical | Very critical | Less critical | Somewhat critical | Critical | Less critical | Somewhat critical | |||||||||||||||||
65 | As an Optimizer I need to have some way of making constrained choices among a set of activities or tasks (eg knockoff tables) in order to make hard choices | Critical | Somewhat critical | Very critical | Somewhat critical | Critical | Critical | Very critical | Somewhat critical | |||||||||||||||||
66 | As an Optimizer I need to Generate annual workplans based on a long-term strategic plan that identifies and tags activities by progress and urgency. in order to Ensure annual workplans operate to accomplish the goals of the strategic plan | Critical | Very critical | Critical | Less critical | Critical | Less critical | Critical | Very critical | |||||||||||||||||
67 | As an Optimizer I need to visualize target-associated strategies (implementation), trends in objective measures, and trends in target viability (big picture view) in order to highlight problem areas and focus available time in understanding barriers/issues, learning and adapting (a big picture view) | Critical | Very critical | Critical | Somewhat critical | Critical | Somewhat critical | Not a concern of ours | Critical | |||||||||||||||||
68 | As an Optimizer I need to understand whether or not resources are being spent on high priority work per strategic plan in order to realign work as appropriate and avoid wasting time on low priority work | Very critical | Critical | Critical | Not a concern of ours | Critical | Critical | Somewhat critical | Critical | |||||||||||||||||
69 | As a Doer I need to see who on my team is over and underallocated in any given period in order to balance workload and maintain team sanity | Critical | Very critical | Very critical | Critical | Somewhat critical | Critical | Critical | Somewhat critical | |||||||||||||||||
70 | As a Diplomat I need to know that work is being completed in a timely manner and be informed about delays in order to help troubleshoot (ie be part of adaptive management), and adjust my expectations | Critical | Critical | Very critical | Critical | Somewhat critical | Less critical | Critical | Critical | |||||||||||||||||
71 | As a Diplomat I need to review and approve all annual work plan budgets by the start of each Financial Year in order to comply with financial policies | Less critical | Critical | Not a concern of ours | Critical | Critical | Very critical | Somewhat critical | Very critical | |||||||||||||||||
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