Environmental Conservation and Restoration Project Implementation Tracking Workshop

*Please check back for more infomation as we prepare for the workshop and as we finalize things after the workshop.

Exploration of Project & Action Tracking, Planning, Reporting, Data Exchange & Interface Technology

December 1-2, 2009
Doubletree Lloyd Center Hotel, Portland, Oregon (link to event site)

                             

Sponsored by:  Bonneville Power Administration (BPA), NOAA Fisheries Northwest Region (NOAA Fisheries NWR) and the Pacific Northwest Aquatic Monitoring Partnership (PNAMP)
 
Workshop Rationale

In the Pacific Northwest, significant time and money has been spent in research and development of action tracking systems for environmental conservation and restoration to meet individual organization needs for planning, compliance and reporting. With the need to demonstrate accomplishments toward shared goals and shrinking financial resources it has become more important to share results and accomplishments across jurisdictions, as well as to move toward more cooperative approaches for programmatic implementation of environmental strategies. Coordination of implementation tracking efforts offers an opportunity to establish partnerships to support environmental conservation and restoration activity planning, prioritization, gap analyses, fiscal accountability, and accomplishments reporting. It also provides a foundation to support action effectiveness evaluations, or report on the performance of implementation to help inform adaptive management and program compliance. This workshop will consider a number of  subject areas used in existing systems, such as project and action level data; planning and assessments; habit restoration actions; and indicators, metrics, and performance measures for research, monitoring and evaluation.

 

Workshop Purpose

 The purpose of this workshop will be to:

1) describe the current state of implementation indicator and metrics tracking, management and reporting;
2) share specific organization plans for changes to these systems;
3) identify next steps to jointly develop products and tools to help standardize or integrate implementation efforts; and
4) provide opportunities to further develop regional products.

 

It is understood that most organizations have already developed data systems and may not be able to change data structure codes or terminology. However, this workshop will provide a means to identify opportunities to create tools, to crosswalk information between data systems, or common reporting indicators. Agreement on implementation metrics, indicators (aka measures), and tools to allow consistent reporting will facilitate aggregation of information across agency jurisdictions or topics. For example, considerable work in the Pacific Northwest has focused on tools that track the implementation of projects benefiting listed salmon species, with prioritization based on salmonid limiting factors, threats, and viability attributes. However, additional requirements for tracking projects addressing other species like the orca, bull trout, sturgeon, rockfish, abalone, invasive species, or ecosystem processes will likely necessitate the development of additional or compatible implementation metrics. 

 

The workshop will provide overviews on the following areas or ongoing projects related to:
·         Project/action planning, strategies, prioritization and funding opportunities;
·         Implementation subject categories, data dictionaries, glossaries, and standard pick-lists (Species names and codes, etc.);
·         Project tracking and compliance;
·         Implementation monitoring to support action effectiveness assessments;
·         High Level Indicators, performance measures and standardized reporting;
·         Limiting factors and threats;
·         Development of work plans and work schedules for complex restoration strategies to support adaptive management  (e.g. Biological Opinions or ESA recovery plans); and
·         Data sharing, data transfer and interfaces. 

 

Workshop Reference Material and Pre-work

Initial planning for this workshop has taken into consideration many ongoing efforts, with the goal of leveraging existing work and ideas to improve regional implementation tracking. For example, the following data systems in Table 1 (below) share many common features; the publications "Meeting of Project Tracking Database Experts: Supporting NFHAP Project Data System Development Recommendations to the Science and Data Team" (NFHAP), and Data Management Needs for Regional Project Tracking to Support Implementation and Effectiveness Monitoring” (Katz et. al.) provide some insight on standards for implementation monitoring tracking systems or for evaluation and reporting needs. Metadata documents, guidance and other implementation tracking documents provided by existing data systems and additional workshop products will be posted on this webpage as they are available.  To support the workshop, a few pre-workshop products will be distributed to inform work sessions and presentations. This includes a survey that will be distributed to each participant to help map the functions and interactions of existing or planned tracking systems. Ideally, participants will coordinate one response per tracking system. Another product in development is the Implementation Program Attribute Crosswalk Table that may be used to facilitate common terminology through standard collection or reporting data dictionaries.   As these products are distributed we will ask for your input in order to improve what is presented at the workshop.

 

Table 1. Existing Environmental Resource Project Tracking Programs.
Agency / Entity
Program/Project
Web Link
NOAA Fisheries NWFSC
PNSHP
NOAA Fisheries NWR
PCSRF
NOAA
NERI
NOAA/ USFWS
ROAR
NOAA Permits
APPS
NOAA
PCTS
NOAA
RCDB
NOAA
STM
Bonneville Power Administration
Pisces
 
 
Bonneville Power Administration
Taurus
WA Recreation Conservation Office
PRISM
WDFW
HWS
StreamNet
Exchange Format Documentation
Hard Copy
Lower Columbia Fish Recovery Board
Salmon Port
Oregon Watershed Enhancement Board
Oregon Explorer, Oregon Watershed Restoration Inventory
The Nature Conservancy’s
ConPro
Foundations of Success
Miradi
USFWS
HabITs
To be provided
USFWS
FIS
Defenders of Wildlife, ODFW, OSU
Conservation Registry
Workshop Outcomes
The primary goal of the workshop is to facilitate dialogue and set up opportunities to further develop products that support policy and technical details on implementation tracking needs to inform development of regional standardized terminology, common fields and data structures and ensure data interoperability for consistent reporting.  
Specific workshop goals include:
·         Provide all participants with a more complete and accurate understanding of current implementation tracking programs or databases. Specifically, we’d like to create a “map” of existing systems that communicates what they do and how they relate to one another.
·         Provide an overview of common elements for implementation tracking and documentation of best practices
·         Identify topics and priorities for future forum/workgroups to further develop products or tools to promote more collaborative and transparent regional priorities, plans, and strategies. Areas for future collaboration may include:
·         Creation and management of common implementation tracking pick lists
·         Development of common implementation tracking metrics, data dictionary, and crosswalk tools
·         Development of common limiting factor and threats data dictionaries
·         Contribute to efforts to identify High Level Indictors and common performance measures for implementation tracking
 

 

PLANNING TEAM: Russell Scranton (Ciber/BPA), Scott Rumsey (NOAA Fisheries), Ben Zelinsky (BPA), Paul Cereghino (NOAA Restoration Center), Nick Salafsky (Foundations for Success), Dan Salzer (The Nature Conservancy), Matt Deniston (Sitka Technology Group), Jen Bayer (PNAMP/USGS), Jacque Schei (PNAMP/USGS)