Open Standards for the Practice of Conservation (Conservation Standards) - Overview - IDDPNQL

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Open Standards for the Practice of Conservation (Conservation Standards) - Overview - IDDPNQL
Open Standards for the Practice of Conservation
                (Conservation Standards)
                          --------
                            Overview

     Meeting with FNQLSDI
     18 March 2021
                                              Benoît Jobin
©BJobin
Open Standards for the Practice of Conservation (Conservation Standards) - Overview - IDDPNQL
Copyright

© Conservation Coaches Network
This presentation has been developed from material from:

•   Foundations of Success (FOS), The Nature Conservancy (TNC), World
    Wildlife Fund (WWF) and Nature Conservancy Canada (NCC)

                             Page 2 – 11 mars 2021
Open Standards for the Practice of Conservation (Conservation Standards) - Overview - IDDPNQL
Open Standards for the Practice of Conservation
(Conservation Standards)

                               • Developed by recognized
                                   organizations
                               •   Varied expertise
                               •   Public
                               •   Common terminology
                               •   Used worldwide

                               https://conservationstandards.org/

                    Page 3 – 11 mars 2021
Open Standards for the Practice of Conservation (Conservation Standards) - Overview - IDDPNQL
Open Standards for the Practice of Conservation
(Conservation Standards)

    Adaptive management, continuous learning
    Results-based process
    Not a recipe to be followed to the letter
    Allows you to frame ideas, actions, monitoring

      It’s a guide !

                          Page 4 – 11 mars 2021
Open Standards for the Practice of Conservation (Conservation Standards) - Overview - IDDPNQL
Open Standards for the Practice of Conservation
(Conservation Standards)

 This approach aims to:
  Better target conservation issues;

  Identify the most significant pressures/threats;

  Determine the most appropriate conservation actions to
    reduce the impact of these pressures/threats.

            Are we achieving an impact?

            Are we doing the right things?

            Are we doing them well ?

                               Page 5 – 11 mars 2021
Open Standards for the Practice of Conservation (Conservation Standards) - Overview - IDDPNQL
Open Standards for the Practice of Conservation
(Conservation Standards)
  Used thousands of times by hundreds of practitioners from around the
   world;
  Recently adopted by Canadian organizations (ECCC, Parks Canada,
   NCC/CNC, SEPAQ, NGOs, etc.)

                               Page 6 – 11 mars 2021
Open Standards for the Practice of Conservation (Conservation Standards) - Overview - IDDPNQL
Open Standards for the Practice of Conservation
(Conservation Standards)

          CONSERVATION ACTIONS

                                                         THREATS

                                 Page 7 – 11 mars 2021
Open Standards for the Practice of Conservation (Conservation Standards) - Overview - IDDPNQL
Open Standards for the Practice of Conservation
(Conservation Standards)

   Miradi software

    It's easier to             Adaptive Management Software
    collaborate between           for Conservation Projects
    organizations on the                           www.miradi.org
    same project if you
    speak the same
    language and use
    the same tools!

                                              www.miradishare.org

                           Page 8 – 11 mars 2021
Open Standards for the Practice of Conservation (Conservation Standards) - Overview - IDDPNQL
Open Standards for the Practice of Conservation
(Conservation Standards)

  Step-by-step approach

                          Page 9 – 11 mars 2021
Open Standards for the Practice of Conservation (Conservation Standards) - Overview - IDDPNQL
Open Standards for the Practice of Conservation
(Conservation Standards)
  Main steps:
   Team, scope, conservation targets
   Viability analysis (health condition, diagnosis)
   Threat/pressure analysis
   Situation analysis, indirect threats and key intervention points
   Setting goals and develop conservation strategies
   Define theory of change (scenarios)
   Elaborate a monitoring plan
   Elaborate an operational plan
   Implement, analyse, adapt, share
        Strategy            Indirect threats
                                                              Direct   Conservation
                                                             threats      target
        Strategy            +Opportunities
                                    Page 10 – 11 mars 2021
Open Standards for the Practice of Conservation
(Conservation Standards)
        1. Assess
                         Project team
        A project team is formed
        The project leader and team members lead the
         development and implementation of the plan.

        The project team surrounds itself with experts and
         advisers                Full Project Team

                                            Stakeholders

                                              Advisors

                                            Core Team       Project Leader/
                                                               Manager

                                               Initial
                                                           Process Facilitator
                                               Team

                         Page 11 – 11 mars 2021
Open Standards for the Practice of Conservation
(Conservation Standards)
         1. Assess      Scope
        What are the boundaries or themes that you
        are working with?

        Geographic:
           ex. landscape of interets

        Thematic :
           ex. rare species
           ex. invasive species

                         Page 12 – 11 mars 2021
Open Standards for the Practice of Conservation
(Conservation Standards)
        1. Assess    Scope

                           Ex.: St. Lawrence Lowlands

                    Page 13 – 11 mars 2021
Open Standards for the Practice of Conservation
(Conservation Standards)
           1. Assess       Vision

   General and brief statement on
    the future state of the project
   Reflects the opinion of all team
    members
      What success in your project will
       look like?
      If you looked back after your project
       was finished, what would you see?

                                                       PHOTO : ANDREW BRIDGES
                              Page 14 – 11 mars 2021
Open Standards for the Practice of Conservation
(Conservation Standards)
              1. Assess          Vision

            St. Lawrence Lowlands
 By 2050, habitats necessary for the survival of
 terrestrial and aquatic fauna and flora (marshes,
 swamps, bogs, old fields, forests, perennial crops,
 etc.) are conserved within an ecological network
 that is resilient to anticipated changes. The
 preservation of this natural heritage is possible
 through the concerted action of different levels of
 government (federal, provincial and municipal),

                                                            PHOTO : ANDREW BRIDGES
 conservation     groups,      regional  consultation
 committees, businesses and citizens that manage
 natural resources in a sustainable manner.

                                   Page 15 – 11 mars 2021
Open Standards for the Practice of Conservation
(Conservation Standards)
        1. Assess       Conservation targets

     What is important to us?
     What do we want to keep?

       Ecosystems
         ex. wetlands, forests

       Species or group of species
         ex. salmon, grassland birds

       Human well-being targets                   ©BJobin
         ex. drinking water, sacred sites
                         Page 16 – 11 mars 2021
Conservation targets

                 Forest
                                               Start with ecosystems
                                                (including associated
                                                species; coarse filter)

           Rivers and
           riparian
           habitat                             Then see if particular
                                                species have been
                                                overlooked (fine filter)

                        Wetlands

                           Page 17 – 11 mars 2021
Conservation targets

Human well-being targets
 Definition : Aspects of human well-being to which the
 project can contribute
 Human well-being, in the context of a conservation project,
 is obtained through ecosystem services provided by
 conservation targets
                  Conservation           Ecosystem Services   Human Welfare
                    Targets                                      Targets

                                                                  Health
                  Conserv ation
                                              Nutrient
                     Target                   Cycling
                                                                  Wealth
                                               NTFPs
                                                                Education
                                              Water
                  Conserv ation              Provision          Empow erment
                     Target

                                                                  Culture
                                  Page 18 – 11 mars 2021
Conservation targets

Human well-being targets
 Definition : Aspects of human well-being to which the
 project can contribute
 Human well-being, in the context of a conservation project,
 is obtained through ecosystem services provided by
 conservation targets

              Examples:
                Livelihood: Game
                Health: dDrinking water
                Safety: Reducing flooding
                Values: Sacred places

                         Page 19 – 11 mars 2021
Viability analysis: diagnosis

           1. Assess
                                   Target viability

        What is your best estimate of the health of the
         conservation targets?
        How are our conservation targets currently doing?

       •    Characteristics                 Very good

       •    Measures                              Good

       •    Current status                        Fair
       •    Future goals                          Poor

                         Page 20 – 11 mars 2021
Viability analysis: diagnosis

          1. Assess
                                     Target viability

Key ecological attributes (3 categories) and indicators
  1. Size:
   • Geographic extent, size (ecosystem or habitat)
   • Abundance of the population/community (species)
  2. Condition:
   • Composition, structure, & biotic interactions (ex.
     reproduction)
  3. Landscape Context:
   • Landscape-scale ecological processes (ex. fire regime,
     flooding regime), connectivity
                           Page 21 – 11 mars 2021
Viability analysis: diagnosis

               1. Assess
                                              Target viability
              The current state of the target and the desired future
              state are assessed by means of indicators:
               Geomatics analysis, literature, etc.

                                                                               Very
Target     KEA         Type        Indicator            Poor    Fair   Good
                                                                               good

                                  % of mature
Forest   Succession   Condition                       ≤ 15%    16-30% 31-50%   ≥ 50%
                                     forest

                              Current state
                       Desired future state

                                    Page 22 – 11 mars 2021
Viability analysis: diagnosis

        1. Assess
                                                        Target viability

         Sommaire de la viabilité
         Est de l’île M olokai

                                             Contexte                                Rang de
                  Cibles                     paysager
                                                              Condition     Taille
                                                                                     viabilité

              Forêts et falaises de la
         1
              côte nord
                                             Passable           Bon       Passable   Passable

              Forêt humide de
         2
              montagne
                                             Passable         Très bon    Passable     Bon

              Forêt mésique et arbustaie
         3
              de la côte sud
                                              Faible            Bon        Faible    Passable

         Rang de viabilité global                                                    Passable

    All KEA are evaluated: Very good, good, fair, poor
                                           Page 23 – 11 mars 2021
Threat/pressure analysis

What is harming the health of your targets?

     Mostly human activities
        Examples :
            forestry
            road construction
            industrial wastewater
            invasive alien species

                       ©BJobin                         ©BJobin
                              Page 24 – 11 mars 2021
Threat/pressure analysis

Three standard criteria are used to evaluate threats/pressures:

              1) Scope: % of the target that is affected

              2) Severity: Degree of damage caused
                           to the target by the pressure

              3) Irreversibility: Degree to which the effects of the
                                  pressure can be reversed
    ©BJobin

        List and assessment for each conservation target
                               Page 25 – 11 mars 2021
Threat/pressure analysis

       1. Assess    Threat/Pressure

                     Page 26 – 11 mars 2021
Threat/pressure analysis

       1. Assess    Threat/Pressure

                     Page 27 – 11 mars 2021
Situation analysis

Determine who/what is causing the problem !!
 Ask yourself three questions for
 each threat/pressure :
    What makes this pressure
     present?
    Who is involved: directly or
     indirectly?
    Why do they do it?
                                                     ©CNC

            You must « analyse the situation » to
                elaborate strong strategies.
                            Page 28 – 11 mars 2021
Situation analysis

       • Presents a picture of the project context
       • Shows relationships between contributing factors,
         direct pressures/threats, and targets
                   What/who
  Why ?                                          Direct threat
                   is causing                                      Target
 (Who ?)
                  this threat ?

 Increase              Sectors
   for the        of importance for               Expansion of
  request            biodiversity                  residential /    Forest
of houses          not included in                resorts areas
in ''nature''          planning

                                  Page 29 – 11 mars 2021
Conceptual Model, Contributing Factors and
Key Intervention Points
It is a diagram that shows the major forces (pressures and
opportunities) that influence targets, as well as cause and
effect relationships.

                        Page 30 – 11 mars 2021
Conceptual Model, Contributing Factors and
       Key Intervention Points
Key Intervention Point : Priority factors (pressures, targets, or opportunities)
in a conceptual model for which a team should implement strategies/actions

    Work with
 municipalities to
adopt conservation
    measures

                                  Page 31 – 11 mars 2021
Conservation strategies

2. Plan       What is a strategy?
              A strategy is a group of actions/activities with a
              common goal to reduce pressures, capitalize
              on opportunities and/or restore targets.

                      A group of activities with a common goal
      Strategy        (how will you achieve it)

                      A specific action or a set of actions as part of an overall
       Activity       strategy

                      1.   Linked
 Criteria of a good   2.   Focused
      strategy        3.   Feasible
                      4.   Appropriate

                             Page 32 – 11 mars 2021
Conservation strategies

2. Plan

          Key elements of a results chain

                  Hypothesis
                                              Conservation
                                              Conservation
                        ?                    target (desired
                                            target improved
                                               future state)

                   Page 33 – 11 mars 2021
Conservation strategies

         2. Plan

                      Key elements of a results chain
            If…Then                  If…Then                    If…Then

Strategic action      Contributing                  Objective              Impact of
      for                factor                     of direct               actions
implementation        addressed or                   threat               carried out /
                       opportunity                  achieved                Viability
                        achieved                                          maintained
                                       Page 34 – 11 mars 2021
Conservation strategies

                      We transform factors and threats
                             into a results chain

Activité   Activité          Activité             Activité

           Activité                               Activité

           Activité

                                 Page 35 – 11 mars 2021
Conservation strategies

2. Plan

           Five criteria for an effective results chain
           1. Results-oriented
           2. Causally linked (If…then)
           3. Demonstrates change
           4. Relativement complete
           5. Simple

                      Page 36 – 11 mars 2021
Conservation strategies

2. Plan

      A goal is determined for each strategy
           Linked to conservation target
           Determine an indicator (see KEA)
           Long-term vision
      Objectives are determined for each intermediate result
           Associated to activities
           Determine indicators
           Short and medium Page
                               term    horizon
                                   37 – 11 mars 2021
Operational plan

2. Plan

          An operational plan is then drawn up detailing,
          for each activity:
              Conservation Targets
              Organizations involved (project leader, partners)
              A cost estimate
              Relative Feasibility
              Timeline

                                                          ©BJobin

                            Page 38 – 11 mars 2021
Operational plan

For each action of each strategy: The partners involved in the
implementation of the targeted actions are proposed, according to their
fields of competence, as well as an idea of the cost, feasibility and timeline.
            Example: Strategy for Land Use Planning and By-laws

                                 Page 39 – 11 mars 2021
Monitoring plan

2. Plan       A monitoring plan is also developed to evaluate the
              impacts of our actions.
                Are we achieving an impact?
                Are we doing the right things?
                Are we doing them well ?

                       i
                                                                    i

           Indicators associated to targets (GOALS !!)
           Indicators associated to activities (OBJECTIVES !!)

                             Page 40 – 11 mars 2021
Monitoring plan
            Indicators to monitor KEA (Goals)
                    Indicateur de suivi                           Espèce        Mesure Récurrence
Nombre d'occurrences de précision S                               Toutes        nombre           5 ans
Nombre d'occurrences de qualité A, AB, B, BC, C ou CD             Toutes        nombre           5 ans
Proportion de milieux naturels dans une zone tampon de
                                                                  Toutes            %            5 ans
200 m autour des habitats convenables
Proportion de la superficie des habitats convenables dont le
niveau d'envahissement par les espèces exotiques                  Toutes            %            5 ans
envahissantes est peu préoccupant
Superficie en hectare des habitats convenables au sein des
                                                                  Toutes            ha           5 ans
habitats essentiels
Proportion d'habitats convenables dans un rayon de 500 m           PEBL             %            5 ans
Proportion d'habitats convenables dans un rayon de 2 km            RFGO             %            5 ans

                                                                Indicators to monitor activities (Objectives)
                                                Stratégie                                      Indicateur de suivi                             Espèce   Mesure Récurrence
                                                                Nombre d’orientations gouvernementales en matière d’aménagement du
                                                                territoire (OGAT) révisées qui considère la conservation des espèces en        Toutes   Nombre    5 ans
                                                                péril et leurs habitats
                                                                Nombre de Plans métropolitain d'aménagement et de développement
                                     1.   Planification,        (PMAD) de la CMM révisés qui considère la conservation des espèces en          Toutes   Nombre    5 ans
                                          aménagement du        péril et leurs habitats
                                          territoire et         Nombre de MRC dans la CMM qui ont identifié les habitats essentiels (HE)
                                          règlementation        comme des éléments à protéger dans leur schéma d’aménagement et de             Toutes   Nombre    5 ans
                                          municipale            développement
                                                                Nombre de municipalités qui appliquent la Politique de protection des rives,
                                                                                                                                               Toutes   Nombre    5 ans
                                                                du littoral et des plaines inondables (PPRLPI) dans les HE
                                                                Nombre de municipalités de la CMM qui intègre la protection des HE dans
                                                                                                                                               Toutes   Nombre    5 ans
                                                                leur plan d’urbanisme et leur plan de zonage
                                                                Proportion des HE situés en terres privées qui est protégée par un statut de
                                     2.   Protection et                                                                                        Toutes     %       5 ans
                                                                protection ou une mesure de conservation
                                          conservation des      Proportion des HE sur terres fédérales qui est protégée                        Toutes     %       5 ans
                                          habitats essentiels
                                                                Proportion des HE sur terres provinciales qui est protégée                     Toutes     %       5 ans

                                                                        Page 41 – 11 mars 2021
Uncertainty, knowledge gaps

2. Plan
          Assess knowledge gaps and needs for
          knowledge acquisition throughout the project
            Uncertainty should not be a brake on action !!

                                                          Knowledge gaps
                                         Connaissances à acquérir                          Espèces en péril ciblée
                               Améliorer les méthodes de suivi des
                               populations pour déterminer des tendances          Toutes
                               démographiques fiables
                               Améliorer la connaissance sur la répartition
                                                                                  ENBP
                               de l’espèce et sur l’utilisation des habitats
                               Déterminer la cote de qualité des occurrences
                                                                                  ENBP et PEBL
                               dont la cote est E (existante)
                               Actualiser de façon périodique l’information
                                                                                  Toutes
                               des occurrences de chaque espèce
                               Préciser les limites de l’habitat convenable
                               inclus dans l’habitat essentiel des espèces en     Toutes
                               péril dans les Programmes de rétablissement
                               Développer les bonnes pratiques pour la
                                                                                  Toutes
                               gestion des habitats convenables
                               Déterminer les méthodes de contrôle
                               efficaces      des        espèces      exotiques   Toutes
                               envahissantes
                               Améliorer la connaissance de la gestion
                               adéquate des niveaux d’eau permettant de
                                                                                  CAAM, CAFL, TOMÉ, RFGO
                               maintenir les caractéristiques des habitats
                               essentiels
                               Développer une expertise pour améliorer la
                                                                                  RFGO et TOMÉ
                               connectivité par des aménagements
                        Page 42 – 11 mars 2021
Open Standards for the Practice of Conservation
(Conservation Standards)

  Step-by-step approach

                          Page 43 – 11 mars 2021
Open Standards for the Practice of Conservation
(Conservation Standards)

    A planning framework based on adaptive management
     that facilitates concerted planning to improve the
     effectiveness of our conservation actions

                               Are we achieving an impact?

                               Are we doing the right things?

                               Are we doing them well ?

                      Page 44 – 11 mars 2021
Healthy Country Planning

 Adaptation of the Conservation Standards to further
  consider human well-being targets
         Conservation Standards                     Healthy Country Planning

                           Page 45 – 11 mars 2021
Healthy Country Planning

  •   HCP is founded on culture, people and their knowledge
  •   Developed with and by indigenous communities in Australia
  •   Community ownership
  •   Increasingly used for projects by Indigenous communities in
      Canada

© Ami Vitale
                              Page 46 – 11 mars 2021
Healthy Country Planning

                                           Misipawistik Cree Nation, Manitoba

                            Page 47 – 11 mars 2021

© Nature United
Open Standards for the Practice of Conservation
(Conservation Standards)

                  THANK YOU !
                     QUESTIONS ?
                                COMMENTS ?

        ©BJobin

             benoit.jobin@canada.ca
                      Page 48 – 11 mars 2021
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