Mapping of Open Standards outputs to Miradi
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Mapping of Open Standards outputs to Miradi
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OS Steps and Defined Outputs
support in MiradiNotesPriority?
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1. Conceptualize
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1A. Define Planning Purpose and Project Team
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 Identification of planning purpose and decisions that plan will support.not capturedcan be captured in Project Description
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 Identification of decisions already made and any constraints or limits.not capturedcan be captured in Project Description
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 Selection of initial project team, including project leader, core members, and advisory memberscaptured
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 Identification of key skills each team member brings.not capturedcould be described in Comments
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 Identification of gaps in skills or knowledge your team should fill.not capturedHigh
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 Designation of roles and responsibilities.captured
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1B. Define Scope, Vision, and Conservation Targets
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 Brief description of the project scope.captured
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 If appropriate, a map of the project area (GIS file or hand sketch).not capturedneed support for spatial infoHigh
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 Vision statement for the project.captured
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 Selection of conservation targets, including a brief explanation of why they were chosen, and if appropriate, a description and or map showing each target’s location.partly capturedneed support for spatial info; can't capture baseline viability
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 Description of the status of each priority conservation target.captured
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1C. Identify Critical Threats
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 Identification of direct threats and if appropriate, a map showing the spatial footprint for each threat.partly capturedneed support for spatial info; cant capture baseline ratings or track over time
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 Rating or ranking of direct threats to identify critical threats.captured
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1D. Analyze the Conservation Situation
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 Identification and analysis of indirect threats and opportunities.captured
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 If relevant, selection of human wellbeing targets, including a brief explanation of why they were chosen.captured
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 Assessment of stakeholders and their primary interests.partly captured
can be captured in Other Orgs table, but cant be connected with factors
High
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 Initial conceptual model that illustrates key cause and effect relationships among factors operating at your site.captured
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 Ground-truthing and revision of your model.partly capturedcan be captured in Conceptual Model description
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2. Plan Your Actions and Monitoring
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2A. Develop a Formal Action Plan: Goals, Strategies, Assumptions, and Objectives
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 Goals for each conservation target and, if appropriate, human wellbeing target.captured
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 Identification of key intervention points and draft strategies or portfolios of strategies.captured
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 Prioritization of draft strategies.captured
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 Results chains that specify assumptions for key strategies.captured
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 Objectives for key intermediate results.captured
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 Finalized strategies, results chains, and objectives.captured
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 Finalized Action Plan.captured
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2B. Develop a Formal Monitoring Plan
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 Audiences and their associated information needs clearly defined.not captured
needs to be broadened beyond just Monitoring needs
High
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 Indicators and methods defined.partly captured
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 Finalized Monitoring Plan.partly capturedhard to extract a MP
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2C. Develop an Operational Plan
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 Assessment of human, financial, and other resources.captured
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 Risk assessment and mitigation.not capturedHigh
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 Estimate of lifespan and exit strategy.not captured
need somewhere to record exit strategy, or considerations
High
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3. Implement Actions and Monitoring
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3A. Develop a Detailed Short-Term Work Plan and Timeline
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 Work plan detailing the tasks, activities, and responsibilities associated with your Action Plan, Monitoring Plan, and Operational Plancaptured
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 Project timeline or calendar.partly capturedHigh
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3B. Develop and Refine Your Project Budget
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 Project budget.captured
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 Potential funding sources identified.partly captured
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 Funding proposals developed and submitted.not captured
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 Financial resources obtained.partly captured
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3C. Implement Your Plans
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 Generally, implementation of strategic plan (action, monitoring, and operational plans)partly captured
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 More specifically, implementation of your work plan, keeping in mind your project budget and schedulecaptured
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4. Analyze, Use, Adapt
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4A. Prepare Your Data for Analysis
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 Development and regular use of systems for recording, storing, processing and backing up project data.not relevant
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4B. Analyze Results
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 Analyses of project results and assumptions.not capturedHigh
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 Analyses of operational and financial data.not captured
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 Documentation of discussions and decisions.not captured
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4C. Adapt Your Strategic Plan
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 Revised project documents (including action plan, monitoring plan, operational plan, work plan, and budget).captured
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 Documentation of discussions and decisions.not capturedHigh
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5. Capture and Share Learning
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5A. Document What You Learn
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 Documentation of key results and lessons.partly captured
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5B. Share What You Learn
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 Identification of key audiences.partly capturedcan be captured in Other Groups table
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 Development of a communications strategy.not captured
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 Regular reports or other types of communication to project team members and key stakeholders.not capturedHigh
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 Development and distribution of appropriate communication products.not captured
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 Use of other people’s communication products.not relevant
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5C. Create a Learning Environment
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 Regular feedback shared formally or informally.not relevant
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 Evaluations and/or audits at appropriate times during the project cycle.not captured
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 Demonstrated commitment from leaders to learning and innovation.not relevant
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 A safe environment for encouraging experimentation and questioning the status quo.not relevant
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 A commitment to share success and failures with practitioners around the world.not relevant
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Docs can be attached to project in Miradi Share, or via hyperlinks in text boxes
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