Monitoring and evaluation
Monitoring and evaluation (M&E) are vital components of every Pride campaign, without which assessment of the effectiveness of the intervention cannot be conducted. M&E takes place in every component of the Theory of Change (please refer to the building block 'Theory of Change' for a brief description of each component). Monitoring keeps score on how effectively capacities are built, how effectively social marketing efforts lead to changes in behavior, and if those behavior changes lead to desired conservation outcomes. Monitoring basically tracks every component of the ToC. M&E of knowledge, attitude, interpersonal communications and behavior change is based on pre and post campaign surveys of the fishers, while threat reduction and conservation results use specific protocols validated by experts.
• Having a local monitoring partner or consultant is key to develop timely baseline data and monitor threat reduction and conservation results. • As with any project or program, having adequate and sufficient funding is key. Teams may rely on existing human, equipment, facilities, and financial capacities to reduce costs. • Sites with long term tradition of monitoring are better suited to produce a solid baseline of biological monitoring indicators.
An important lesson related to biological monitoring is when there is the possibility of having a two person team for each campaign, a Campaign Manager (CM) and a Fisheries Fellow (FF). This arrangement allows for one person to concentrate on the fisheries technical aspects, including the necessary time for biological monitoring. The level of involvement of the FF in the monitoring component depends on his/her personal inclination towards science. There are examples where the FF devoted a considerable amount of time and effort to conducting monitoring and analyzing data, while others did not participate at all. This could improve with a clearer definition of the FF’s role in regards to biological monitoring. Having a person dedicated to monitoring in Rare’s team ensured all fisheries campaigns had baseline and post campaign impact data.
Working with regional NGO to get idea accepted as an EBSA
Meeting MarViva staff and president at meetings and making a plan to work together. Agreeing to send someone to the regional EBSA workshop. Helping to prepare the submission to the workshop. Gaining acceptance for the area proposed as an EBSA.
Conferences and meetings that would give us a chance to plan the action on a more personable basis, at least initially; then ease and cost of using skype and meeting software; being able to contribute to getting a grant for the work at the local level.
Reach out and gain support and partners at local levels even if you are working on an international initiative. Work hard to make it happen.
Characterisation of ecosystem services
Stakeholders, including government and local communities, are engaged in the early design stage of the development of an Integrated Coastal Zone Management Plan. Up-to-date datasets on ecosystem services are identified as critical given their relevance for the Placencia Peninsula region’s economic stability and growth (coastal protection, spiny lobster fisheries, marine tourism and recreation, and carbon storage and sequestration). Data was collected and included within the Natural Capital’s Marine Invest analysis tool in order to carry out ecosystem service valuation.
• Availability of funds and technical know-how to undertake the project • Good understanding of existing problems and potential management options • Easy access to relevant information/datasets to undertake the analysis
A good quantitative understanding of the services provided by the targeted natural ecosystems is needed. As such, access to robust and recent datasets is a prerequisite to help inform effective analysis. Consultation is critical to this work and was braided throughout each step of the project. Stakeholders also included representatives from civil society, government and academia. Their feedback was instrumental in guiding the methodological design and data collection. The scope and timeframe of the study did not allow for extensive engagement of local communities on the Placencia Peninsula; however, the project benefited from the results of other related research to obtain insight on communities’ and private sector’s thinking with respect to ecosystem service provision and climate vulnerability. We regard this as a valuable follow-up activity that should be considered to improve the process and disseminate results.
Electronic Observation Tool
Fishers and vessel managers worked with fisheries scientists and innovative software technicians in collaboration with government officials to design an electronic observation tool that could be installed like lego building blocks on vessels as money becomes available or needs change. The tool meets multiple needs - fishers (safety), business (history of effort and catch), government (compliance), public (transparency). When the snapper fishers began to realise that video cameras could provide the transparency they sought, they went out to providers around the world and invited people to show their products. After off-the-shelf commercial offerings for Vessel Monitoring Systems (VMS) and video monitoring (EM) were discounted because they didn’t have the required functionality (from a commercial perspective) or were too expensive, a decision was made to design and build a fully integrated suite of electronic monitors. Fishers wanted a system that used smart technology like automatic WIFI downloads, encrypted footage and ability for the viewer retrospectively to focus the camera on 3600 views.
• The shareholders of Trident Systems, an independent fisheries research provider, were looking for alternatives to human observers • SnapIT, a small start-up company had an exciting product and were looking to step up commercially • NZ government provided critical opportunities for the Trident EM system to be trialed against human observers • Financial support from government innovation and science seed funds • Willingness for Trident shareholders to invest in developing the technology
• Combining the expertise of fishers, fishery scientists and innovators • Working with government officials • Scientists are working alongside marine engineers and vessel managers to talk through ways to optimise the design of vessel rebuilds and on-board fish handling procedures so to better conduct research • To support fishers prepare for 24/7 video coverage on their vessels local leaders of the Federation of Commercial Fishers and the Ministry hosted fisher compliance training workshops
Social marketing (SM)
Social marketing (SM) uses commercial marketing methods and tools (e.g. diffusion of innovations, behavior-change-focused communication channels and messages, community mobilization) to promote a voluntary behavior change in a target audience, that benefits society as well as the target group. For a Pride campaign, social marketing is an integral component to promote community stewardship of their resources. Creating a clear, consistent and positive identity (i.e., a brand) around the conservation/management of their resources that resonates with community perceptions, values and traditions regarding these resources helps boost community buy in. This brand is linked to a clear request (e.g., what do you want your target audience to do when it comes to sustainable management of their resources), both of which will be underlined and repeated throughout campaign activities (e.g. community events, media outreach) and promotional materials (e.g., posters, booklets, flyers, wall paintings, props, text messages) that form part of the social marketing strategy.
• Adequate size of target audience for (100+). • Determining clear audience behavior changes that lead to conservation goals. • Well designed, planned, executed and analyzed formative research that elucidate conditions of behavior changes. Defining audience characteristics. Clearly define how ready your audience is to adopt new behavior. Tailor communication channels, activities and messages. Involve audience and key stakeholders in design and implementation of marketing strategy increase ownership/stewardship Willingness of implementing partner to adopt SM tools
Campaigns that best follow these ‘steps’ (i.e. enabling factors), developed activities, messages and choose media channels that are relevant to their audience characteristics and stage of behavior change. These well-developed social marketing strategies have proven to accelerate the adoption of sustainable practices by the target audience, through creating community support, buy in of audience’s trusted sources and key influencers, as well as clear, focused and concise messaging through marketing materials and the media.
Compatibilities in the marine environment
To examine the way in which the different uses are incorporated in the marine space, two compatibility matrices have been developed to guide the proposed policy measures and spatial structure of this plan. These two matrices analyze: 1. Compatibility and conflict among the different uses 2. Compatibility and conflict between the different uses and the natural resources and heritage and cultural values The two matrices were based on a list of uses in and values of the marine space – and a summary of the environmental impacts of each use, their significance and range. On the basis of the information collected, the relationships were categorized, cross-referencing the different uses, and relating to the degree of possible or desirable synergy between them.
Sound and comprehensive data basis
The time needed to map compatibilities is quite lengthy. A significant amount of time and resources are needed for mapping compatibilities. Resources include finding the right people and the right information to make well founding assumptions about impacts. Lastly, there will always be those stakeholders who don't agree with some information presented in the compatibilities matrices. They should be presented as "draft" and open to revisions over time.
Vulnerability Assessment
It is necessary to select an appropriate methodology to rapidly and cost-effectively assess climate risks and resilience of key values in the protected area (Ecosystems, species, environmental services, social aspects, etc.). Rapid methodologies allow the possibility to screen all conservation targets, taking into account local developments and conditions to generate not only accurate but also useful results for decision makers, with the possibility to include local stakeholders in the analysis and next steps.
• An exhaustive research of literature and methodologies, including local and regional ones, to select those most suitable for the conservation objects and targets assessments. • Participative exercises with the protected area staff and local stakeholders, especially those with more time and knowledge about the area.
A good starting point is to clarify the purpose of the exercise and the need for participation of people from different levels, and with technical as well as non-technical profiles. It is very important to provide practical and scientifically sound guidance to facilitate climate risk and resilience assessments in protected areas. There are several methodologies, and in most of the cases, a good approach is to adapt and combine experiences from those methodologies, rather than applying them exactly “from the text”. A key lesson is to provide a flexible framework to make the best use of the outputs, to clarify the conditions and situation in the area that is to be assessed, and gather local information to enrich the assessment and obtain useful results. Local, community and non-technical information can be useful for the diagnosis of the protected areas situation, and it provides useful data and context to increase the assessments quality.
Setting up a long-term research project
This collaboration between the Far East Russia Orca Project (FEROP) of Whale and Dolphin Conservation (WDC), the Russian Academy of Science and researchers from Moscow State and St. Petersburg State universities has focussed on the following research areas: Abundance and distribution, behavioural ecology of whales, dolphins and porpoises in Russian Far East waters, and how they inform conservation of these species.The funding for a multi-year study was obtained to train and enlist young Russian researchers in the study and conservation of these species.
The work in the various research areas has been presented in papers and popular articles, and other media. Building links with various local and national institutions in Russia through key researchers has been vital to our success.
It takes more years than originally envisioned to do the baseline studies and to get the quantity of data needed to progress to thinking about protection. Part of this is due to the logistics of working in the unpredictable conditions of the Russian Far East, but it's also because results from photo-ID and acoustic research techniques to indicate habitat require multiple years.
Community awareness of the impacts of poor waste management
An education and outreach programme (e.g. community theatre, radio campaign, community events) is implemented to raise awareness of waste management, stimulate initial dialogue and influence attitude and behaviour changes. Community theatre is a very successful tool to achieve this. Up to 5 members of the community are trained as data collectors and spend a week interviewing citizens and key stakeholders in order to collect ‘data’ on attitudes, behaviors and perceptions towards waste management Data are analyzed and translated into a series of storylines. A second group of citizens (up to 15) are trained as ‘artists’ and participate in a week of training (story-telling, role playing and scripting) and rehearsals. At the end of the week the theatre performance takes place. At critical points in the performance, an MC invites the audience to ask questions, exchange ideas and experiences, and debate solutions to waste management challenges. The community theatre is followed up with practical outreach activities such as beach clean-ups to introduce the concept of the four R’s (refuse, reduce, reuse, recycle). Village leaders are encouraged to take part in practical activities to promote good governance and strong leadership.
Community participation, support from village level government, financial resources
Storylines created in community theatre projects will often touch upon the issue of weak governance. It is important that the MC of the final performance is skilled in managing the debate otherwise it can lead to a situation where leaders feel their position is being undermined. Debates can also be quite divisive with many opposing views so a skilled MC should be able to provide a platform for citizens to speak out while facilitating constructive dialogue. The MC should maintain a neutral and balanced position so that the views of citizens are upheld rather than the views of the MC himself.
Collection of current, extensive and relevant information
Good, reliable, detailed, accurate and current information is crucial. Either the authority/body providing the information needs to provide the information as GIS-compatible, or the solution implementer needs to convert various types of data into GIS data.
The major conditions needed: 1) Funding 2) Sharing of data among authorities, most of them governmental
Despite the considerable development in mapping, data collecting and research in recent decades, knowledge about the Israeli marine space in the Mediterranean, and in particular the deep sea that constitutes the greater part, is still very limited. Furthermore, there is a worrying absence of a national policy to promote marine research and data collecting, to provide sufficient funds for its development and make it accessible. The marine space still has fractured administration and limited governance and is severely lacking appropriate legislative tools. All these are detailed at length in the Israel Marine Plan Stage 1 report are the foundation for defining the plan's objectives and for formulating policy measures for realizing them.