3. Action planning based on the outcome of the SAGE assessment

Development of an action plan after the SAGE process was very crucial as it ensured that recommendations provided in the SAGE process were addressed in a systematic and targeted manner whereby key stakeholders who participated in the SAGE process were also engaged in the action planning process hence, they drew the roadmap for implementation of those recommendations.

 

In addition, recommendations which came out of the SAGE process informed Honeyguide on areas of priority in designing WMA governance capacity building programs.

 

The overall successful preparation of an action plan after the SAGE process required the following;

  • A clear understanding of the assessment findings and recommendations provided
  • Clear goals and objectives to be achieved
  • Strong leadership and coordination with key stakeholders
  • Adequate resources
  • Willingness and commitment from all key stakeholders.

Overall success of the action planning phase based on the outcome of SAGE process provided an opportunity to learn important lessons related to;

  • Keen selection and active engagement of key stakeholders in the planning process
  • Thorough understanding of the local context
  • Effective prioritization and goal setting by all key stakeholders
  • Inclusiveness of all key stakeholders in adequate resource mobilization

These lessons learned can be used as a good source of information to future development planning and programming organs of the WMA and can help to ensure that development interventions are effective, inclusive, and sustainable over the long term.

Effective communication

Effective communication is an important aspect of the IMET assessment. Of course, effective communication between the project implementers and other stakeholders, including the funding institution(s), is needed during project development and implementation. However, in the IMET assessment, it is critical that the results of the assessment are effectively communicated to stakeholders. The stakeholders include those involved in the assessment and others who may not have participated. In our case, we organised an information sharing event at the national level to which different national stakeholders were invited. In addition to the presentations made at this event, information packs providing an analysis of the IMET results were shared with all participants. We also developed a summary results banner that was later deposited (and still is) at our project office. It is the first thing anyone sees when they walk into our office. We also developed simplified brochures in three local languages for community stakeholders.

A simple communication strategy was included in the project design. It detailed how results would be shared with stakeholders of different backgrounds.

To effectively communicate, we must acknowledge that we all perceive things differently. As a result, understanding others' social context must serve as a guide for our interactions with them, and we must use this understanding to choose the best means of communication. The methods you use to approach learned people or technocrats may not work for local communities. For instance, we found out that our local communities could not interpret the indices shown in our analysis report because, in their context, percentages did not mean anything. We therefore translated the indices into simplified explanations that they would make sense of.

Gender participation in the lobster fishery value network

The S.C.P.P. Vigía Chico, which is immersed in the fishery improvement project, has been developing good practices to achieve sustainable fishing, but fishing had been perceived and managed only as an extractive activity, and not as a complex system that encompasses other stages along the value network. It was on this basis that the cooperatives began to analyze and diagnose the participation by gender in each link of the value network. Thus, it was possible to visualize that the composition of the links encompasses activities in which women play a crucial role not only because they perform the activity itself (e.g., administration, transportation, processing, marketing, storage, landing, preparation of supplies) but also because the complementary activities (e.g., generation of citizen science, provision of services, family support) play an important role in achieving the objectives of resource conservation and sustainable fishing.

  1. Create participatory workshops with people of different occupations, age, gender and social position, with knowledge of the fishery.
  2. Conduct an in-depth reflection and diagnosis of women's participation in the fisheries and in the community.
  3. Map the gender composition of the value network at each stage (pre-production, production, post-production, and activities complementary to production), including direct, indirect, paid and unpaid work.
  1. To achieve an inclusive environment it is necessary to understand the fishery as a system, taking into account the norms and values of society, the roles played at each stage of the value network, and the paid and unpaid jobs.
  2. Recognize that cultural and gender divisions throughout the history of the fishery have kept women less involved in terms of voice and vote within fishery organizations, and this keeps them away from being able to occupy leadership positions.
  3. Emphasizing how gender equality contributes to fishery improvement projects and to the sustainability of fisheries increases the likelihood that fishing communities will adopt a gender perspective in their projects.
  4. Women have a greater contribution in pre- and post-production links as well as in complementary activities (e.g., biological monitoring), providing available information for resource management decision-making.
Community-based fisheries monitoring for robust and sustainable decision making

Small-scale fisheries face several challenges, one of the biggest and most important of which is obtaining information on the fishery. Particularly the information gaps in fisheries are reflected in the scarcity of knowledge on the state of the resource, the effects of the fishery on the ecosystem and the lack of compliance with existing regulations. This, in turn, makes it difficult to establish a solid baseline that explains the current state of the fishery and the way to improve its management and, in some cases, avoid its collapse. For the past couple of years, quantitative and qualitative data have been generated and shared among the fishing community, government, academia, and civil society organizations through Caribbean spiny lobster fishery monitoring. This allows inferences to be made about the health and population status of the species, the effects of extraction on the ecosystem, and compliance with national and regional regulations, implementing co-management based on the best available information. This represents the basis for implementing a fishery improvement project.

  1. Involve the community in the collection of information on the resource, as well as encourage their commitment.
  2. Train the community in the correct collection of biological-fishing data through fishing logs.
  3. Build alliances between communities, academia, and governmental research institutions.
  4. Create a fishing logbook according to the needs of the fishery, integrating in the process the participation of academic, government, and the communities themselves.
  1. Ensuring the design and implementation of fishery monitoring on an ongoing basis by fishermen and fisherwomen allows for the establishment of a robust baseline of information on the fishery.
  2. Sharing the information generated by the fishing community with the government sector and academia has allowed it to be duly analyzed and used to generate management strategies at the local level, for example, increasing the minimum catch size by 5 cm.
  3. Training fishermen and fisherwomen on the importance and necessity of having information on catches, species, fishing gear used, expenses generated during the fishing day, etc., has allowed us to develop governance over fishing resources and their environment.
Modeling the ecosystem with little data

By their nature, small-scale fisheries tend to have limited, poorly systematized data and short time scales. This scarcity of information represents a challenge for understanding, for example, the interaction of fishing gear with the ecosystem and its impact on the habitat; such information is fundamental in the implementation of a fishery improvement project. Around the world, different methodologies have been developed to generate information on the impacts of the fishery on the ecosystem; one of them is modeling based on the Ecopath program with Ecosim.
The civil organization COBI used this tool including information generated by fishermen and fisherwomen of our community (Punta Allen) through fishing logs, as well as biological and ecological information for the species that inhabit the fishing zones. In addition, to strengthen the model, the traditional ecological knowledge of our community was integrated through the application of interviews, from which relevant information was obtained about the diet of the species, their geographic distribution, reproductive season, etc.

  1. The fact that fishermen and fisherwomen are generating information on fisheries through fisheries monitoring.
  2. It is important to integrate the traditional knowledge of fishermen and fisherwomen, since they have a large amount of important information about their natural environment and species.
  3. The results must be shared with the people of the fishing community, so that they value and appropriate their knowledge.
  1. The process to obtain the results from the modeling (by Ecopath with Ecosim) can take about six months, since it is necessary to search for information, interview people in the community, analyze the information and make the models.
  2. It is important to socialize with the fishermen the importance and benefits of knowing the effects of the fishery on the ecosystem, and to let them know how their traditional knowledge is integrated in order to obtain more robust information for ecosystem management.
  3. The interviews conducted with the fishermen to record their traditional knowledge were long (approx. 40 minutes), which sometimes made them lose interest on the part of the interviewee. In addition, with respect to the time needed to conduct each of the interviews, the availability to interview more members could be scarce.
Co-management in the sustainable Caribbean lobster fishery in Bahia Asención, Mexico

It has been recognized that collective efforts and/or well-organized groups with a common vision and aligned objectives achieve greater benefits. This same principle has been used to promote sustainability in fisheries, adding multisectoral participation as a central axis; thus having a group integrated by various sectors of the region working together to have a sustainable fishery throughout the value network. In the lobster fishery, a broad group of fishermen and fisherwomen have formed strong alliances with research institutions (ECOSUR, Cinvestav, UNAM, SISIERRA, Universidad Marista), civil organizations (COBI), government (INAPESCA, CONAPESCA and Reserva de la Biósfera de Sian Ka'an) and the FAO to implement various improvements in the lobster fishery.FAO to implement various improvements in fisheries (fisheries monitoring, define reference points for fishery limits, participatory establishment of minimum size, exchanges between cooperatives and marketers, generation of savings funds) and thus make better decisions. These collaborative relationships have been formalized through various agreements and/or conventions that have allowed the relationship between institutions and fishing organizations in accordance with the changing needs of the fishery.

  1. Integration of all sectors that may be involved in the fishery; leaving no one out ensures the path to sustainability.
  2. Transparency about the objectives and interests of each sector generates more robust and long-lasting alliances for continued collaboration.
  3. Organization among fishermen and fisherwomen, academic institutions, government agencies, and CSOs, since spiny lobster in the Caribbean is a resource of high economic value that is immersed in a complex network of stakeholders.
  1. It is necessary to identify the areas of opportunity in the fishery found under the MSC standard assessment and jointly generate an action plan, in which each of the stakeholders involved can become involved due to their common interests.
  2. Close follow-up on the progress of the action plan and the agreements established with all the sectors involved (fishing organizations, government agencies, academic institutions, CSOs) strengthens the credibility of the project and generates trust for the achievement of common objectives.
  3. Constantly monitor the needs identified by fishermen and fisherwomen regarding the social and financial, management, and environmental aspects of the fisheries, in order to address challenges in a timely manner.
  4. Having strong governance within and of the fishing organization improves knowledge about the benefit to the fishery and decision making (e.g., internal regulations, sanction process for non-compliance with norms, laws, and/or assembly agreements).
Institutional (and financial) capacity for co-management of a MPA

The Toledo Institute for Development and Environment was established in 1997 by local communities in southern Belize to combat illegal fishing and harvesting of the West Indian Manatee. The organization aims to strengthen natural resource management and community stewardship within the Toledo landscape and seascape by supporting biodiversity and communities, whilst contributing to national sustainable development goals. 

 

Over the years, TIDE has successfully managed three protected areas, including the Port Honduras Marine Reserve. TIDE has continually demonstrated its capacity to effectively manage protected areas and in October 2022 its institutional knowledge enabled the NGO to add Cayman Crown to its portfolio as its fourth co-managed area in southern Belize.

  • TIDE has over 20 years of experience in the co-management of protected areas, including the Port Honduras Marine Reserve.

 

  • The NGO has a proven track record in successful fundraising for the management of protected areas. For example, TIDE had secured funding for an enforcement team to oversee management of Cayman Crown prior to obtaining co-management.

 

  • Adequate infrastructure at the field station to house the enforcement team and meet subsistence needs. This also showed commitment on behalf of TIDE to MBECA for long-term management of the site.

Having the proven experience and institutional knowledge in the field facilitated TIDE reaching to an agreement with the relevant government agencies for co-management of Cayman Crown. Likewise, having funding available to implement activities.

Strengthening partnerships to enhance management

A change in government administration in November 2020, brought the establishment of the Ministry of Blue Economy and Civil Aviation and a change in the National Co-Management Framework for Marine Protected Areas. The creation of the framework has been ongoing since 2020 and has delayed TIDE's application as co-manager of Sapodilla Cayes Marine Reserve. With funding commitments to conduct enforcement at the reserve, the delayed designation of TIDE as co-manager of the MPA meant a delay in effective management of the Cayman Crown reef.

 

With a limited timeframe for implementation, TIDE, MBECA and BFD signed an memorandum of understanding (MOU) for TIDE to co-manage Cayman Crown and two established FSA sites within SCMR. This required continuous communication among the entities that resulted in a mutual agreement valid for one year. A rollout of the National Co-Management Framework is expected for 2023. In the interim, Cayman Crown, a highly biodiverse reef found lying between the maritime borders of Belize and Guatemala, is being effectively managed through the strengthening of partnerships.

  • Willingness on the part of the Ministry of Blue Economy and Civil Aviation, Belize Fisheries Department, and TIDE to come to an agreement for co-management of the Cayman Crown.

 

  • Continuous communication among all entities involved during the process, especially in the development of the memorandum of understanding.

Continuous and open communication with government authorities is necessary improved collaboration and achievement of common goals, especially for the conservation of natural resources. 

Sustainable alternative livelihood

In order to manage parks sustainably, access to traditional resources is frequently restricted or changed. Such impacts must be reduced since local residents and resource users must directly or indirectly benefit from the MPA and be fully included in the solution. To steer local stakeholders away from the ongoing overexploitation of their mangrove and fishery resources, the development of environmentally friendly and sustainable alternative revenue creation was created. Apiculture was chosen to demonstrate that income can be generated from mangroves and other plants without destroying them and losing their ecological benefits. This activity has strengthened the two fishing associations and illustrated that they can cooperate to execute activities outside of their "normal" operations, the members stand to gain from it.

  • Strengthening the existing beekeeping cooperative
  • Training beneficiaries in honey harvesting techniques and business management
  • Women (fishermen's wives) were more engaged than the actual fishermen who were busy spending long hours in the sea.
Environmental Education and Outreach

An important component of conserving the marine protected area is public education, communication, and increasing awareness about the value and vulnerability of the marine ecosystem. Capacity building activities were desperately needed and the project provided this opportunity to stakeholders including university students, local government officials, and FoProBiM employees. Everyone was glad to go outside and have real field experiences, which made the classes, both in the classroom and, in particular, the field, extremely well accepted. This was the first "large scale" activity that FoProBiM offered to many sectors, allowing them to meet each other, learn together and create new beneficial contacts. FoProBiM has conducted smaller, more directed activities similar to this in the past. As management operations for the 3-Bays continue to grow, this additional capacity will be crucial for all stakeholder groups.

  • Outreach activities should be integrated into a program 
  • Training for trainers; train community members to conduct activities
  • Stakeholder engagement
  • The addition of university students is key.
  • Activities carried out within the communities are more effective