Joint Forest Management (JFM) approach

Joint Forest Management (JFM) is a participatory forest management approach that allows the local population – either individuals or groups – to become involved in forest management and support the rehabilitation of degraded natural forests over the long term. These individuals sign a contract for the land use rights with the State Forest Enterprises for a period of 20 years, with the possibility for prolongation. This encourages the tenants to sustainably manage and rehabilitate their forest plot of usually 1-2 ha in size. In addition to the contract, management and annual plans serve as tools for forest management planning and for the monitoring of activities and results. They are developed jointly by the State Forest Enterprises and the respective tenant for each individual plot. Typical tasks specified in the annual plan are measures to protect the plot from livestock grazing, planting of trees, harvesting and pruning. Further, the annual plan specifies the harvest shares of the State Forest Enterprises and the forest tenant according to a fair sharing principle defined in the contract. The management plan, developed, for a 5 year period, specifies long-term goals, such as the installation of an irrigation channel or the diversification of the forest plot. 

While land use rights in Tajikistan are typically given for a short period (usually for one single season), the 20-year contract with the State Forest Enterprises enables the tenant to develop a long-term forest management plan. The joint forest management approach has been first introduced in Tajikistan in 2006 and ever since gained in reputation. In 2011, the approach was formalized and anchored in the national forest code.

The experience has shown that for the introduction of JFM the support by external facilitators (e.g. field staff or a local NGO) is indispensable. Both contracting parties, forest tenant and State Forest Enterprise, need to have a clear understanding of their rights, rules, and obligations. Therefore, it is highly recommended to have experienced and skilled facilitators present in the field, who have a sound understanding of the approach and of the local context. Further, the facilitators need to guide the tenants as well as the staff of the State Forest Enterprises through the process of selecting a forest area, introducing the approach to the communities, selecting forest tenants, delineating the individual plots, concluding the contract, and developing the annual- and management plans. Further, the establishment of forest tenant groups has proven to be successful, especially since, in Tajikistan, community groups are relatively common. Jointly, the forest tenants perform activities such as harvesting, pruning or fencing.

Production of native and endemic plants

In order to ensure an adequate supply of native and endemic plant species for the restoration actions, it was necessary to increase the capacity of production in nurseries of endemic and native plant species. The Regional Directorate for Forestry Resources, an important partner in this project, already produced endemic and native tree species before the project started. Native and endemic species production has significantly increased since then.

However, the need for more species and, specifically, the need for herbaceous and shrubby species to ensure a higher percentage cover of the area, led the Portuguese Society for the Study of Birds to build a new nursery. This nursery is mostly focused on the production of herbaceous and shrubby species and is also important for planting areas with native and endemic species for seed collection, to be used for hydro-seeding techniques. Presently, these nurseries have an annual production of around 40,000 plants and around 160 kg of seeds.

These nurseries are also used for environmental education activities and for the promotion of the use of native species in gardening by the general public.

  • European Commission funding through LIFE Project;
  • Knowledge sharing between entities.
  • Production of native plants was already in development in the Azores region, but the increase in production and the need of different species helped to improve the techniques used, as well as develop new techniques in order to improve the cost per plant.
  • A good planning of all phases in plant production with a view to actual restoration needs can be of great use in terms of increasing efficiency and reducing both costs and loss of plants. It is very important to coordinate all phases of production, since each one can only take place at a certain time of the year and some species may take more than two years to be ready to put in the ground.
Monitoring of Azores bullfinch population and restoration success

Every four years the "Atlas of Priolo" is conducted, with 50 volunteers counting all the priolos in the world in one or two days. This Atlas allows a more robust estimation of the priolo population size.

Annually a census of priolo is conducted by a project technician in May and June, and in September a juvenile census is conducted in order to assess the reproductive success of the species. Every four years a winter census is also conducted. This monitoring allows assessment of the population trends of the bird and quick action if any problem is identified.

Native vegetation evolution is assessed in all the intervention areas annually, comparing the composition of random 10 x10 metre squares of vegetation between restored areas and control areas. New plantations are also monitored to assess their success and identify problems. When an intervention area presents other sensitive issues, such as proximity of water lines, new monitoring schemes, for example water analysis, are put in place in order to ensure success and safety of all the interventions.

Finally, socioeconomic impacts of the project in terms of investment and ecosystem services provision are also monitored.

  • European Commission funding through LIFE Programme;
  • Scientific support by an advisory board.
  • Good planning and regular implementation of monitoring actions is essential in order to obtain good and robust results;
  • Scientific support of monitoring actions is very important, however, and since actual conservation actions are a priority, this monitoring needs to be adapted to reduced availability of economic resources and time to conduct these actions. Sometimes, it is necessary to find simpler ways of obtaining the answers we need in order to continue working despite not being totally scientifically rigorous. This is the case of ecosystem services provision assessment, which is conducted in qualitative terms, with some quantitative and monetary valuation, when the required information is available.
  • Monitoring actions allow identification of best practices, redefining new interventions and improving efficiency, but they are also a good communication tool, allowing us to show the importance and success of the project and to present this to the general public. The Atlas do Priolo has become a great communication and engagement event.
Awareness raising and information for local and foreign visitors

The project’s communication strategy was aimed at the local population through press and social media. It was important to produce press releases and invite journalists to report on the project, as was communication through the internet and social media.

A regular programme of activities aimed at the general public, including volunteering activities, was developed. These activities allowed locals (and sometimes visitors) to participate in and learn about conservation activities taking place in the protected area, as well as learning about Azorean biodiversity.

In the end of 2007 the Priolo's Interpretation Centre was opened. Its mission is to raise awareness for the “Priolo” and its habitat, the Laurel Forest. It contains an exhibition that tells the story of Azores bullfinch, explains the conservation actions developed on the ground and talks about the biodiversity of the protected area and of the Azores archipelago. The Priolo’s Interpretation Centre increased the communication capability of the project. This centre provides information for visitors to the protected area and promotes educational activities for schools and the local population. This centre also has a small souvenir shop and donation box, gathering some funding for the implementation of the project.

  • Available funding through European Union Rural Development Funds (LEADER);
  • European Commission funding through LIFE Programme;
  • Partnership between regional government and an NGO in order to build the centre.

 

  • Creation of promotion materials and awareness campaigns are of great significance for the dissemination of the project and to increase the knowledge of the general population about biodiversity and its main threats, allowing the continued involvement of the population, which is crucial to ensure the preservation of natural resources in the long term;
  • Improving public opinion about the project has also proved useful in gathering volunteers and donations that are of great help to the project;
  • No matter how good media communication is, the best awareness raising and communication strategy is engaging the local population and word of mouth. The visitors' centre is of great help to achieve this engagement;
  • We don´t charge entry fees, but ask for donations from our visitors, this promotes the entry of local population that sometimes repeat visits, and we still get some funding from foreign visitors. However, economic sustainability of the visitors’ centre is still a matter we are struggling with.
Participatory Sustainable Tourism Planning

In 2010, the Regional Directorate for the Environment, the Regional Directorate of Tourism, the Regional Directorate of Forestry Resources, the Portuguese Society for the Study of Birds, the Azores Geopark, the municipalities of Nordeste and Povoação, other institutions, private touristic companies and local people started a participatory process in order to develop a Strategy and Action Plan to promote the Lands of Priolo as a Sustainable Tourism destination.

This process led to the definition of a first action plan for five years (2012-2016) with 55 concrete actions. By 2016 66% of the plan was fully implemented and up to 88% was at least started. In 2016 this action plan was evaluated and a new action plan was developed with 77 actions and new partner institutions. The private tourism companies could also actively participate in the sustainable tourism plan through their own commitments by signing into the Priolo Brand.

This sustainable tourism planning was awarded the European Charter for Sustainable Tourism in Protected Areas.

  • European Commission funding through LIFE Programme;
  • Willingness to participate in the touristic management process by all stakeholders involved;
  • Diagnosis of tourism resources and sustainability issues.

 

  • This participatory tourism planning has been a continued learning process for all entities involved and it is still a work in progress in terms of creating an actual sustainable destination, however some important improvements have already been made;
  • Improving inter-institutional collaboration is vital in order to improve efficiency in developing a sustainable tourism destination, this might be the greatest achievement of this process;
  • Sharing knowledge between regional government departments, NGOs and tourism companies can enrich the decision-making process and help with finding more innovative and practical solutions for some governance and management problems;
  • Continuous monitoring of implementation and sustainability indicators is very helpful in order to ensure results;
  • Maintaining interest and involvement of all stakeholders is very demanding and requires constant attention and feedback. Also, it requires a good understanding of the motivation of each stakeholder, and some care in trying to deliver expected results as well as manage expectations in order to avoid disappointment.
Environmental Education Programme

A comprehensive environmental education program was developed for all levels of basic education, from pre-school to 12th year and including professional training. It includes activities adapted to the learning curriculum of each year. This way, school children would get information about nature conservation and its benefits while learning relevant concepts for their education. These activities are also offered to non-formal educational groups during the school holidays. More than 20,000 students have participated in a programme that has reached all the schools on the island.

The environmental education programme was designed with the contribution of teachers through several workshops that led to the definition of an education strategy. It includes a set of activities to be developed in the schools, ranging from lectures and practical classroom activities to more recreational activities and educational games. It also comprises some school visits to the Priolo’s Interpretation Centre, the Nurseries of Azorean Plants and the protected area.

Teaching tools and child-friendly materials were prepared for the programme and for teachers’ independent use. A certified teacher education program has been developed with 150 teachers trained so far.

  • European Commission funding through LIFE Programme;
  • Interest from schools in participating in the programme;
  • Restored areas available for visits by school children;
  • The existence of a visitor's centre was useful although it was not essential.
  • After 10 years of implementing this environmental educational programme, we could verify the importance of this type of approach not only for the children and teachers involved but also as a dissemination tool for the community.
  • Providing an opportunity for outdoor educational activities and providing activities that contributed to teaching curriculum subjects was a good way of improving adherence of teachers to the programme.
  • Teachers’ training and teacher’s involvement in preparing the school programme was also useful to increase school adherence to the programme.
  • Including more educational and more leisure activities is a good way to ensure the adherence of different types of education groups.
  • In order to increase participation of teacher and students and promote multidiciplinarity of environmental issues it was important to propose activities for subjects like Portuguese, English, Social Sciences, etc. But, of course, science and citizenship were the subjects in which most of the activities were conducted.
Ecological restoration of natural habitats

Ecological restoration of Azorean laurel forest was the main conservation action developed for the recovery of the Azores bullfinch. Restoration is conducted by chemically removing the invasive species, since no manual or mechanical methods proved effective. After removal, soil stabilization is conducted, reverting to natural engineering techniques when necessary and the area is planted with native and endemic species produced in the nurseries. In patches of pure IAS stands, logging of invasive trees with chemical treatment and chemical treatments on standing trees have been tested and are used depending on the terrain conditions. So far, over 350 hectares of native forests have been restored, including 295 hectares of Humid Laurel Forests and 31 hectares of highly degraded Mesic Laurel Forests. This amount is expected to increase by 80 more hectares by the end of the present project.

Ecological restoration of peatlands was conducted by removing grazing cattle from the area, removing IAS (namely Gunnera tinctoria) manually, closing drainage ditches and inoculating peatland mosses into the flooding pools generated. This active restoration was conducted in an area of 75 hectares. This restoration experience has allowed us to develop techniques that have been replicated in Azores.

  • European Commission funding through LIFE Programme;
  • Public ownership of the intervention area;
  • Scientific and technical support from an advisory board;
  • Development of specific techniques for IAS control and bioengineering techniques; 
  • Availability of an important number of native plants to be planted in the restored areas.
  • Ideally, IAS control interventions should be performed as soon as the first individuals are detected, otherwise those interventions will have much higher costs and be less effective.
  • Using and adapting already developed techniques for ecological restoration can save a lot of time and improve success.
  • We have been able to learn from our mistakes; continuous monitoring allows learning from practice and improving the techniques for IAS control, soil and slope stabilization with natural engineering and plant production.
  • Monitoring and regular maintenance of restored areas are indispensable in ensuring long term success.
  • Public awareness is a key factor in order to control the spread of IAS.
  • Multisectorial and multistakeholder strategies for the management of IAS problems are necessary. They should be promoted at the highest level, but implemented at a local scale in order to include the specificities of each area.
  • This restoration experience has allowed us to develop techniques that have been replicated in other areas of the archipelago by other entities.
Strengthening of marketing capabilities

The silvopastoral practices were aimed at and achieved, among other things, to improve yields on the cattle farms, that is, to increase milk production per cow. Since higher productivity also meant an increase in the income of the cattle-raising families, marketing aspects were addressed, with priority given to quality and quantity. Producers were trained in measures to ensure greater hygiene in milking and milk handling. With a better, uncontaminated product, the producers were now able to approach buyers offering better prices. The organization into groups met the challenge of the volume needed for better marketing.

  • Existence of various marketing options for farmers.
  • Collective trainings with all farmers in the same area, which are a space for establishing contact and building trust, and thus the basis for organizing into cooperatives.
  • The farmer groups themselves have to dare to commit to selling to a specific buyer. Even if conditions seem favorable - quantity and quality of milk produced in the group, availability of cooling tanks - this step can stall.
  • Even if producers are not marketing together, the existence of a group of farmers in the same area facilitates dialogue, exchange and mutual support.
Commitments on the part of the farmer

Part of the solution was to encourage a shift from traditional or conventional production to environmentally friendly livestock production through seed capital provided to each farmer. The seed capital was related to the practices themselves, and was always provided in kind (e.g. barbed wire for paddock division, seeds for fodder banks, etc.). It also demanded a counterpart on the part of the farmer. For example: the expert committed himself to provide a certain predefined quantity of barbed wire to the farmer, and the farmer committed himself to plant a certain number of sprouts in the new fences. The ranchers' commitments were of an environmental nature: planting trees and freeing areas for natural recovery. In this way, a greater commitment and ownership was achieved on the part of the farmers, and the proper use of the inputs provided was also ensured.

  • The same types of commitments were required by all farmers.
  • Sensible monitoring of the implementation of commitments
  • To avoid misunderstandings and ensure good monitoring, it was essential to define jointly and transparently in the farm plan the expert's contributions and the farmer's commitments at the beginning of the collaboration. The document was then signed by both parties.
  • The inclusion in the expert's work of regular visits to the farms allowed him to ensure the proper use of the seed capital and compliance with the commitments, or otherwise to enter into a dialogue.
  • To ensure effective fulfillment of the commitment, each farmer's contribution had to be sized in proportion to his available resources.
Technical capacity building for farmers

The development of technical capabilities was based on the transfer of knowledge coupled with the direct application of the new practices transferred to the beneficiary farmers in pilot areas of their farms. On a rotating and regular basis, farmers from the same area met at the farm of a volunteer farmer to attend explanations and demonstrations of the practices by the expert. The participatory methodologies encouraged the exchange among the farmers, opening up space for their own experiences and knowledge. At the same time, the technician periodically visited each farmer's production unit to correct mistaken implementations, ensure compliance with the farmer's commitments, and open space for specific questions. The training plan included four basic silvopastoral practices (pasture division, improved pastures, fodder bank, live fences) and three complementary practices (silage, haymaking, nutritional blocks). The implementation of the practices was carried out throughout the year according to weather conditions. In addition, the expert taught the farmers hygiene practices in order to improve their ability to market their milk.

  • Motivated and qualified technician, with strong support from his manager, who establishes transparent and trusting relationships with farmers
  • Reasonable duration of the capacity building process, allowing to face together (expert-farmer) doubts and setbacks. In this case it was 7 years.
  • Seed capital for a pilot area, since the establishment of innovations requires significant investments.
  • Exchange tour to livestock farms, where the implementation of the practices already proved successful, had a motivating effect.
  • The implementation of the different environmentally friendly livestock practices in a small pilot area during the first year allowed the farmer to gain experience before progressively expanding the area of application.
  • A homogeneous group of members, with the same degree of adoption of silvopastoral practices, facilitated the transfer of knowledge compared to working with heterogeneous groups.
  • The number of follow-up visits made to the same production unit did not determine the quality of the implementation of the different practices. The key was the relationship of trust and transparency between the farmer and the expert, as well as the availability of the latter.
  • In the visits to the farms, it was key that the silvopastoral expert provided effective support, responding professionally and adequately to doubts. This also strengthened the bond of trust between the expert and the farmer.