Enhancing our Heritage Workbook

1. Enhancing our Heritage Workbook

4. Contents of evaluation Context Where are we now? Planning Where do we want to be? Inputs What do we need? Process How do we go about it? Outputs What were the results? Outcomes What did we achieve? Criteria Significance Threats Vulnerability National policy Partners PA legislation and policy PA system design Reserve design Management planning Resourcing of agency Resourcing of site Suitability of management processes Results of management actions Services and products Impacts: effects of management in relation to objectives Focus of evaluation Status Appropriate-ness Economy Efficiency Effectiveness Effectiveness Appropriate-ness

5. Design and implementation of management effectiveness monitoring and assessment • Advice on indicators and assessment methods • Encourages modification to suit needs and circumstances • Incorporate existing monitoring and assessment systems

6. Adaptable tools? • Not one assessment systems, but a series of tools that provide a sound base for adaptive management through the assessment of management effectiveness • Integrate with existing systems • Designed to be adaptable • Linked to management processes • Different levels of participation • Different frequencies, i.e. annual assessment of inputs, 5 years assessment of outcomes

7. How where the tools developed? • Adaptation and best practice • Working with sites during initial assessment • Adaptation following initial assessment • Individual experiences of sites • Meeting of all site • Reflection, adaptation and field testing • Specific workshops, i.e. Tool 11: Monitoring and assessing the Outcomes of Management • Regional workshops before final assessment • Publish in 2007/8

8. Format of tools • Wording specific to World Heritage sites but easily adaptable to any protected area • Most assessments are qualitative, based on: • data sheets assessing strengths or weaknesses • rating assessment against best practice benchmarks • results should draw on monitoring results • Quantitative data is used in assessments of inputs, outputs and outcomes • All tools stress the need to include comment and explanation and clear recommendations and next steps

9. Context Tools • Tool 1: Identifying Site Values and Management Objectives • Background: Developed from TNC methodology for identifying priority conservation targets • Concept: Define ‘key’ values and associated objectives which drive management and the assessment process • Methodology and datasheet: guides sites through the process of identifying range of values for biodiversity cultural, economic, educational and social values

11. Tool 2: Identifying Threats • Background: Developed from work carried out by TNC • Concept: Understanding the sources and impacts of threats and the urgency of action • Methodology and datasheet: Guidance on characteristics of current and potential threats for each value identified in tool 1 and summarise its impacts (area and intensity) and assesses the urgency of actions

13. Tool 3 (a and b): Relationships with Stakeholders/Partners • Background: a) draws on assessment developed in Australia; b) developed from work carried out by TNC • Concept: Reviews the roles of stakeholder in management, rather than engagement in management • Methodology and datasheet: identifies the diverse groups of stakeholders of the protected area and review their relationships with managers

14. Context • Tool 4: National Context • Background: Developed from the WCPA Framework • Concept: Reviews how national and international policies, legislation and government actions affect the effective management of a protected area • Methodology and datasheet: Simple data sheet which looks at the strengths and weaknesses of policy and legislation

15. Planning • Tool 5: Assessment of Management Planning • Background: Developed from best practice in protected area planning • Concept: Reviews status of planning documents and assesses the primary decision making document • Methodology and datasheet: decision-making framework; adequacy of information; needs and interests of any local and indigenous communities and other stakeholders

16. Tool 6: Design Assessment • Background: Developed from best practice in protected area design • Concept: How the size, location and boundaries affect management • Methodology and datasheet: Assessment of the strengths and weaknesses of design: • ecological integrity (key habitats, size, external interactions and connectivity) • community well-being (cultural integrity and livelihoods) • how design affects the ease of management of the site (legal status and tenure, access points and neighbours)

17. Input Assessment • Tool 7: Assessment of Management Needs and Inputs • Background: System developed in Australia and datasheet developed by UWA for Bwindi • Concept: Evaluate management needs and the resources going to the site • Methodology and datasheet: • Model for carrying out a needs assessment structured around primary planning document (management plan) • Assesments of available resources (staff, equipment, infrastructure and funding)

20. Processes • Tool 8: Assessment of Management Processes • Background: Developed from an appendix in the first edition of the WCPA Framework and adapted following experiences developing the METT • Concept: Define desired standards for management and assess current management practices against best practices • Methodology and datasheet: Multiple choice questionnaire assessing performance (which should be adapted to site conditions) from poor to very good

22. Outputs • Tool 9: Assessment of Management Plan Implementation orTool 10: Assessment of Work/Site Output Indicators • Background: Fraser Island in Australia, Serengeti National Park • Concept: Is the management plan and/or work programme being implemented and what are the results, or outputs, from the management process? • Methodology and datasheet: System for ranking implementation status of activities outlined in primary planning document

23. Ranking actions • Action has been completed or policy is in place • Action is making substantial progress in all areas • Some work has commenced in all or some areas • Policy and/or planning stages are complete but have not been implemented • Planning is in progress • Work is only reactive and not to a set plan • Action has not commenced

24. Serengeti: Management Zone Plan Implementation

25. Management Plan Implementation Database • Database that mirrors the structure and content of the management plan • Management plan in an electronic form more accessible to managers for daily use • Track individual actions over time and effort put into different management areas • Captures comments on adjustments to plan • Aids plan review and preparation of annual plans and three-year rolling programme • Can search management plan for actions relating to a particular topic

27. Outcomes • Tool 11: Monitoring and assessing the Outcomes of Management • Background: Workshop on common elements of systems developed by TNC, Parks Canada and Kruger National Park, field tested in Serengeti • Concept: Assess if management is protecting the values for which the site was designated • Methodology and datasheet: Developing a monitoring plan (or deciding if an existing one is good enough), assessment of outcomes using the results of monitoring

28. Information Iceberg Ecological Integrity Assessment Monitoring Report Tanzania Carnivore Centre SENAPA Ecological Monitoring Serengeti Biodiversity Project Rhino Project

29. Step 1: Setting the management objectives (see tool 1) has already identified a group of attributes and agents of change that need to be monitored Step 2: Make an initial choice of measures / indicators to reflect the management objectives Step 3: Refine this draft list of indicators and determine their thresholds and power to detect change Optional step 3a: identify responses to a breach of the thresholds Step 4: Finalise indicators Step 5: Compare data needed with existing monitoring processes / data and identify gaps Step 6: Develop detailed monitoring protocols Step 7: Develop a data management system Step 8: Assessment of management outcomes (initially to establish a baseline and then to monitor against this baseline)

30. Indicator: Seasonal migratory movements (in the west of the Grumeti River (Ikona WMA); East Kuka/West Loliondo route to Kenya; Salai Plains, Lake Victoria; Maswa, Grumeti and Ikorongo GR) Target: The Migration Key Ecological Attributes: Traditional migratory routes Justification for selection: Threats to the ecosystem which support the migration route, especially in the areas outlined above

31. Information Iceberg Ecological Integrity Assessment Monitoring Report Tanzania Carnivore Centre SENAPA Ecological Monitoring Serengeti Biodiversity Project Rhino Project

33. Information Iceberg Ecological Integrity Assessment Monitoring Report Tanzania Carnivore Centre SENAPA Ecological Monitoring Serengeti Biodiversity Project Rhino Project

34. Ecological IntegrityA draft assessment measured against key management targets Overview of each target and a breakdown of status and trends of individual indicators

35. Information Iceberg Ecological Integrity Assessment Monitoring Report Tanzania Carnivore Centre SENAPA Ecological Monitoring Serengeti Biodiversity Project Rhino Project

36. EoH Workbook • Structured around the Framework • 11 tools which can assess a range of indicators • Tools can be adapted to suit a site’s individual needs: • supplement existing assessment activities • point of reference to develop new assessment tools to meet site needs • build a complete assessment system from the start