Evaluating MEASURES OF SUCCESS for Hatohobei and the management of marine resources at Helen Reef:

assessing a project development and monitoring guide for the Hatohobei State Government and community, Republic of Palau.

 

July 2000

by Huan Hosei

 

 

prepared for the People of Hatohobei and the Hatohobei State Government

with the assistance of the Community Conservation Network

 

 

This report is the evaluation of a project development guide entitled Measures of Success authored by Richard Margoluis and Nick Salafsky (1998).  It was written to assist small groups and communities go through the process of project planning, implementation, and monitoring to enhance the success of any type of goal oriented project or program.  As the book is described in review, "Measures of Success is a practical, hands-on guide to community-oriented conservation and development projects that presents a simple yet comprehensive approach to improving the focus, effectiveness, and efficiency of projects.“ (See Appendix 1 for information on this guide.)  This manual was provided to the Hatohobei community and State Government by the Community Conservation Network (CCN).  CCN is currently assisting the State and community with the development and implementation of a collaborative community-based management plan for Helen Reef.  My task, as a community consultant to CCN, was to provide an evaluation of the manual, to assess its appropriateness for use with the Hatohobei community, and to provide examples of some of the suggestions in the text as it applies to the Helen Reef context.  To complete this mission, I became acquainted with the manual and then conducted focus group discussions,  brainstorming sessions, and workshops with community members, state officials, and CCN staff to explore and test some of the ideas and suggestions presented in the manual.  My assessment of the manual by chapter follows.

 

CHAPTER ONE: INTRODUCTION

CHAPTER SUMMARY:

 

The purpose of the planning guide is outlined in this chapter, and most of its subheadings are applicable to the Helen Reef Marine Resource Management project.  In fact, the contents of this chapter are the very things that project coordinator(s), organizer(s) and assistants should apply to ensure the community is aware of how they work in relation to community development and management of Helen resources.  Such approaches do construct Western concepts and methods around a “planning process,” but in doing so it seems that they genuinely attempt to ensure that local interests and cultures are represented and accounted for.  The guide is merely a way of explaining and outlining one of many different methods that might be used to execute a well thought out and on-going plan.  For example, the 'Project Cycle' depicted is an important tool for the community to use to visualize where we start, where we are heading, what we are going to do, what are/will be the results of our work, and what are we going to do about what we have learned of the project.

 

The manual suggests important modes or steps of a carefully planned and adaptive project as set forth in this book:

 

1.         Clarifying Group’s Mission

2.         Designing a Conceptual Model Based on Local Site Conditions

3.         Developing a Management Plan:  Goals, Objectives, Activities

4.         Developing  a Monitoring Plan

(example: Scientific Monitoring with Community members)

5.         Implementing Management and Monitoring Plan

(example: Scientific monitoring trips to Helen Reef)

6.         Analyzing Data and Communicating Results

(example:  Scientists and community analyzing data)

(example:  Newsletter to communicate results)

7.         Using  Results to Adapt and Learn

 

HELEN REEF BACKGROUND

 

Before this assessment continues further, I would like to present a brief context of Helen Reef.  The marine resources of Hatohobei and Helen Reef are vital to the livelihoods of the people of Hatohobei. In brief, traditionally (e.g., in legends, culturally, customarily, and politically) Helen Reef has belonged to and been used by the people of Hatohobei Island.  Helen Reef is remote, very large and potentially rich -- compared to the small fringing reef at Hatohobei Island. (See Map, Appendix 2.)  Our traditional use of Helen and its potential for further resource production are some of the reasons our community is interested in the place.  With a small community (approximately 200 in population) and limited economic opportunity on their home island, those of Hatohobei would naturally like to see Helen Reef used to its potential so that we can gain more subsistence and economic benefits from the reef there.

 

However, there are obvious signs that Helen's marine resources have been over-exploited, over-used and affected by natural phenomena (bleaching) to the point where resources are degraded and no longer as abundant and productive as in the past.   (In this way, Helen Reef is very much like the Coastal Fishing Village example described in the Text.)  This has occurred because of  foreign fishers (Taiwanese, Filipinos, and Indonesians) and locally based activities within the past 10 to 15 years.  Included in the stresses on resource populations are the apparent legal over-fishing and destructive fishing practices by operations associated with local commercial activities.  Elements of local unsustainable subsistence harvest may also have an impact on Helen’s resources.  It is common knowledge within the community that sea cucumber and trochus numbers are significantly scarce, enough to prevent harvests.  Populations of birds have declined, as well as some species of fish, turtle, and sharks.  The scarcity of Helen Reef’s resources was also reflected in recent survey reports of Helen Reef by conducted by the Hatohobei State Government and the Community Conservation Network (in August 1999, April/May 2000 and August 2000, soon to be published; see these reports for more detail).

 

CHAPTER TWO: CLARIFYING A GROUP’S MISSION

CHAPTER SUMMARY:

 

This chapter describes the process of developing a mission statement for your project, program, or organization.  A mission statement is defined as “a written description of your group’s mission.  Your mission statement should include the purpose, strategies, and values of your group.” 

COMMENTARY:

I find that Measures of Success is a workbook that is designed to help groups, like the Tobi community and the HSG, to make a plan for natural resources management.  Successful natural resource management  projects, especially more complex examples like the Helen Reef one, need excellent planning.  This book has many useful ideas to help communities come together to plan the future of their important resources.  Building and agreeing to a mission and mission statement is one of these.  This chapter presents good ideas for an island setting (like Hatohobei and Helen Reef) because it gives primary importance and lessons to the so-called "stakeholders" whom are basically community members and others who may have an interest in Helen Reef and in the management or use of resources.  I see the usefulness of the suggestions in this chapter because it will bring the ideas of the community in clearer focus, and then we will know what the project is all about.  I think it is good for us as a community to consider adopting what is being presented to our advantage.  In general, this chapter stated essential key ideas about a group’s mission and mission statement that are valuable to a project like the one for Helen Reef.

 

EXAMPLE OF HOW A MISSION STATEMENT MAY BE CREATED:

 

A potential way for the Hatohobei Community to lead itself through a mission statement building exercise is as follows:

 

We can use information gathered at the group meetings and other discussions we have had over time to start to write or propose a preliminary Mission Statement for the HSG and community and their involvement in the Helen Reef Management Program.  For the purposes of this exercise, we can think about what is important to us as a people, and we can also look at previous documents as a reference, for example the State’s Constitution.  Eventually, the community needs to be asked the question what they would like the overall project to accomplish, and their answers can also be incorporated into a formal Mission Statement, as well as the overall plan. This can happen at a community meeting, where everyone lists what is important to them.  Or maybe a select group of people from the community, (e.g. various community leaders and well-respected people) can come together and discuss what is important to the community.

 

Once the purpose, activities, and values of the community have been surveyed, we can then choose one or two people to write the mission statement.  We can then, distribute the draft mission statement to the community or to the group of leaders to discuss it further and make changes.  Repeat this process until you have a statement you are happy with.

 

1.    Purpose (target condition):  What is your group seeking to accomplish?

 

“What is the HSG seeking to accomplish through the Helen Reef Management Plan?”

 

2.  Strategies (activities):  The general activities or programs your group chooses to undertake to pursue its purpose.

 

“What activities or programs the HSG has chosen to undertake to pursue its purpose under the Helen Reef Management Program?”

 

3.  Values (vision):  The beliefs which the members of your group have in common and try to put into practice while implementing the group’s strategies.

 

“What are the values, beliefs, ideas that are most important to the HSG and the community as they seek to achieve their goals and strategies?”

 

As an example, a preliminary mission statement that was proposed in a group exercise in preparation for a community-managed marine reserve conference held in August 2000 in Fiji is presented here:

 

“The mission of the Hatohobei State Government is to protect the marine and

land resources of Helen Reef through enforcement, monitoring, and

management for the benefit and well-being of the community.  The Hatohobei

State Government is dedicated to the belief that a sound management of our

resources leads to the future social and economic advancement of the

community's livelihood for many generations to come”

 

This  preliminary mission statement may need to be changed or revised over time, but this statement helps people involved in the project, and outsiders, know what roles the national government, community, and other interested non-governmental organizations play in the management/monitoring plan for Helen Reef.

 

NEXT STEP BASED ON THIS CHAPTER:

 

The mission and/or vision for the project is practically clear in each mind of the local community members; we just have never put it down in writing, or really thought about if we are all thinking the same thing.  We, for that matter, do not know if we are all thinking about the same goals or activities to do for the project.  Of course we have disagreements among ourselves; but what we are trying to do when we plan this project through a process like the one suggested in the book, is to minimize the disagreement among us by understanding and agreeing to common goals.  A well-written mission statement will help us with this.  It will take some effort to develop a mission that we all agree on, but the effort may be worth it, in guiding our future action into the future.  As a start, community individuals and the state leadership have worked together in group discussions, with the assistance of CCN, on the purpose, strategies, and values associated with the Helen Reef project.  These are just suggestions.   We do need to come together a develop a more comprehensive and group focus of what the project is about.

 

Also, to remedy misunderstandings, it is the obligation of the state government to inform the community of the project - why it happens and for what purpose?  Who are our potential partners in this project and what are their roles?  But we also need to let the State know during the beginning what we would like the project to achieve and how to do that.  We have to make sure that this is a generally accepted idea among the community, and that we for the most part concur on how to achieve these goals.  

 

CHAPTER 3: DESIGNING A CONCEPTUAL MODEL BASED ON LOCAL SITE

CHAPTER SUMMARY:

 

This chapter describes way to build a “conceptual model” for the project.  A conceptual model is a picture or diagram that can help community members and others understand more about how the Helen Reef ecosystem works, how it is affected by impacts, and how our actions may address some of these impacts.  An impact is something that might cause damage to Helen Reef.   A conceptual model is basically a type of language that allows us to summarize what we think is happening at Helen Reef so that we can share with ourselves and others.  Like an organizational chart, a conceptual model illustrates graphically how various things are related to each other.

COMMENTARY:

 

The authors of this book suggest that group of stakeholders gather to depict a conceptual model of their home reef and resources to the other groups at a workshop. They suggest that this will help people become more involved and knowledgeable with all aspects of the project, from resource users to government decision makers, by sharing a common understanding of how the natural systems with which the stakeholders are concerned about work and respond to human intervention.  

 

I believe that conceptual model is good for the Helen project because it gives the local community some ideas and/or pictures of what will be going on with the project.  Moreover , it will help the community express and understand themselves how they see things and actions in the system relating to one another.  In other words, the community will be able to depict what they believe are the positive and negative effects of the current impacts and proposed activities related to the project.   As the manual points out, "The local community will also better comprehend how certain factors relate to the project and their expected results throughout the project."   The basic idea behind conceptual model is to give some sense of project direction and how each project factor relates to another.

 

In addition, the conceptual model is, in a way, important for the people of Hatohobei to understand how different activities of the project relate to the whole picture. "It should be integrated as a part of the training of local project personnel to be able to draw scenarios of their own and carry them out to prove if they work or not.  One important part of any management/monitoring plan is cohesiveness (team work), and a conceptual model will assist in this area to bring about organized and focused team work.”  If the data collection of the project is to be systematic then I think conceptual model is an important part of the process. Any model used for Helen must be modified to fit the present marine life situation and context at the place.  Other workable models suitable for Helen's short and future long-term plans are recommended.  I belief that  a conceptual model is usable for the Helen Reef project and it is worth trying.  However, it is only through trial and error that we will be certain of its usage and usefulness.

 

EXAMPLE OF HOW A CONCEPTUAL MODEL MAY BE CREATED:

 

To begin the conceptual modeling process, I suggest the following:

 

As an group exercise, members of the community look at and work through diagrams in the book to help people see relationships between various issues of concern.  This will help clearly explain the problems that face Tobi State in the management and protection of Helen Reef.  It will also show how Hatohobei State has already started to address these issues through many different activities on its own and with CCN.  It will also lead to the demonstration of how funds and resources are being used, opportunities that they have potential to open up, and where they can applied in the future.

 

To do this we:

1.      List our concerns

2.      List issues or things that affect the “Target Condition” of Helen Reef (these may be some of the things we are concerned about)

3.      List Resources that can help HSG/community reach an improvement in the target condition.

4.      List Activities we think can help solve or lessen the problem.

5.      Draw lines to represent important relationships

NEXT STEP BASED ON THIS CHAPTER:

 

Community members, State officials, and project staff have begun to practice on elements of conceptual model design with the assistance of the Community Conservation Network.  Small group conceptual models have been produced and summarized from a recent community planning meeting concerning Helen Reef September 2000 (Appendix 3); these models should be made available to the community and others involved in the project so they can be further adapted.  An example of conceptual modeling were recently produced by Governor Sakarias in preparation for a community-managed marine reserve conference held during August 2000 in Fiji and is shown in Appendix 4.  Additional conceptual models of the Helen Reef ecosystem were developed during this conference as well and will be maintained on a conference related web site at www.fosonline.org in the near future.  As there are many ways of conceptually modeling a situation, this aspect of the project will remains ongoing and open to community suggestion and modification until a practical consensus on a final model by project partners is achieved.


 

CHAPTER 4: DEVELOPING A MANAGEMENT PLAN: GOALS, OBJECTIVES, ACTIVITIES

 

CHAPTER SUMMARY:

 

This chapter demonstrates how the Hatohobei community and State Government can come up with goals, objectives, and specific activities for the Helen Reef Management program.   These are steps that are formed, designed, and developed following: 1) the principals in the mission statement 2) the desires of the community, 3) knowledge or assessment available resources for the project, 4) specifics contained within the conceptual model outlined above, and 5) any other relevant information.  This way, the goals and objectives for the Helen Reef project should reflect the interest of the people of Hatohobei, and be practical as well.  There might have to be some compromise in these goals and objects to include interests from the national government, non-government organizations, and the international communities if the Hatohobei community would like to receive the assistance or help from other organizations.  This is where investigating and describing how different groups interests are shared and overlap is useful (see diagram in book).  Thinking carefully about goals provides a means for understanding of common goals and ways to proceed with cooperative action among parties.  This is useful and it allows for collaboration between interest groups and the state government that respects the interests and rights of the people of Hatohobei, for now and for future generations.  Furthermore, the adaptive nature of this management strategy is evident when the authors suggest that:  "It is resourceful to revisit from time to time to gain better ideas to develop goals, objectives, and finally activities throughout the life span of project."

COMMENTARY:

 

I believe that the Hatohobei leadership and CCN staff may have some clear understandings of the goals and objectives for the Helen Reef project, at least the goals in their respective organizations.  However, many of the community may not know, understand, or even agree with the objectives or specific activities, which the State and CCN may plan.  There is a need for greater involvement of community members in the project and better communication of project so that the people know what the project is all about and what its intentions are (its goals, objectives, and activities).  Many people in the community were unsure, or even suspicious of the new project and CCN’s involvement when it first started.  Suspicions, such as these, may be natural when outside groups all of a sudden approach the community with a great interest in our resources.  However, these feelings can be overcome as we learn more about our own and other groups intentions when it comes to Helen Reef and its management. 

 

While these goals and objectives of the project have been stated in previous meetings as to "protect", "better manage", and/or "conserve" the marine resources of Helen Reef through resource studies (monitoring), plan formulation, and implementation of the management plan,  there is little, so far, input from the community on the selection of which paths to take given an overall goal.  We also have very little understanding of the assumptions behind peoples preferences or desired strategies to achieve certain goals or objectives.  This would be very important to learn more about.  I believe that the goals, objectives, and activities should work together with the conceptual model stated in Chapter 3 to help plan success for the project and a better future for the people of Hatohobei and Helen Reef.  Together, they provide a clear sense of organization, direction, and expected results of the project. 

EXAMPLES OR NEXT STEP BASED ON THIS CHAPTER:

 

This aspect of planning is still being approached by the project, and in time should be finalized by the community and the local leadership in the near future. Other local and international stakeholders need to be included in this plan and process, if they are going to know what their roles are and participate in designing their strategies. This is an ongoing project process which  may take some time, but it is one of the best ways to ensure a sustainable successful project.  

 

I do not wish to give specific suggestions of goals, objectives, or activities here because I do not want to speak for specific groups that might be involved (that is up for the particular groups to decide).  However, I will suggest a process for the Hatohobei community to follow. 

 

  1. We should come up with specific goals within our own community, and encourage other groups (or collaborative agencies and partners) to do the same.
  2. Come together as a group to discuss all of our goals and create a diagram that shows the overlap of the interests of all the groups involved.
  3. Begin to list some specific objectives that might address some of our concerns and the impacts contained within our group conceptual model.
  4. Develop a list of with strategies and activities that we think might work to address our problems and concerns.
  5. With our strategies and activities, we should keep in mind that we are making certain assumptions (or unstated guesses) about how they will work, or affect our concerns.  These need to be explored by the group and documented as well.

 

CHAPTER 5:  DEVELOP A MONITORING PLAN

 

CHAPTER SUMMARY:

 

This chapter explains the importance of monitoring the success (and failures) of the project for many reasons.  Monitoring is just another word for gathering information about a topic and checking over time on a regular basis to look for change.  Some of the listed reasons for having a monitoring program include: 1) so that we know the status of our resources at Helen Reef (what’s there and how much of it is there), 2) so that we know when certain events at Helen Reef occur (like a bleaching event or foreign poachers show up), 3) so that we can keep track of the effectiveness of our actions and how we are doing, and 4) to learn when and how activities can be adjusted to better meet the overall goals and specific objectives of the project.   A clear understanding of how the natural systems work at Helen Reef (the coral, the fish, the birds) -- and the activities that we can do to manage them for the future -- may be helpful in the development of a good monitoring program.  A clearer understanding can be facilitated by a good conceptual model, developed in the activities described in Chapter 3.  The information in this chapter is somewhat specific in content and might be important later as reference source in the development of a monitoring plan. This chapter is clear on the important things for planners and perhaps specialized field workers to understand.  For example in collecting data, it is important to decide which method is workable and which sites or where data be first collected, and so forth.  It states certain important facts of data collection that are essential to the project; these are: accuracy and reliability, cost-effectiveness, feasibility, and appropriateness.  It may be that local counterparts should be advised and directed by an experienced researcher to ensure that the data collected is usable.  The local monitors must be trained in the field of data collection and record keeping alleviating problems related to lose of data and bad data collection.

 

COMMENTARY:

 

In short, I think that this chapter is a great source of reference to gather ideas in formulation for and implementation of the project.  Monitoring is a key part of the whole process of the project. Once the project goals and monitoring objectives for Helen Reef are clear, then a plan can be formulated.  The formulation of the monitoring plan will accommodate the needs and interest of the local community (Hatohobei), keeping in  mind that the Palauan community and international communities may play agreeable roles in the monitoring processes.

 

NEXT STEPS BASED ON THIS CHAPTER:

 

Although not all of the project’s monitoring needs have been fully assessed or implemented, we are working closely with CCN and outside scientists to ensure that the monitoring of project objectivities and activities, as well as natural resources at Helen Reef, is thoughtfully developed.  For example, two groups of marine scientists have recently come to Palau to conduct expeditions at Helen Reef to collect quantitative baseline information on the health and resources of the Reef.  This project was organized by CCN and cooperating scientists from many outside universities and organizations; and will provide the state with a record of information about Helen Reef (See the 2000 Helen Reef Monitoring Expedition Reports).  Furthermore, Hatohobei State and CCN are working closely together to gather information and monitor the social and economic aspects of the project as well, on our own and as part of a larger Pacific-wide cross-project assessment of community managed marine reserves.  Much of the knowledge of how to set up or do this type of monitoring is beyond the level (and currently, possibly the interest) of the community.  The project will still need expert advice and assistance with the collection of information and design, but there are many areas where the community can help out, as well as collect information on their own.  Some of these examples include community surveys that check on the satisfaction of community members with regard to the project, as well surveying for certain species on the reef like trochus or fish.

 

CHAPTER 6: IMPLEMENT MANAGEMENT & MONITORING PLANS

 

CHAPTER SUMMARY:

   

Much of this chapter details good principals for the actual implementation of plans and monitoring.  It goes into some detail about the need to monitor the effects and efficiency of the project and then modify your actions if you think you can do it better another way.  Adaptive management is described.  These are important ideas and are basic approaches worth attention to the State and the project.  In part, many of the things said about conservation and monitoring in this chapter are important to know, learn and adapt.

 

COMMENTARY:

 

I do suggest that all of what is mentioned in this chapter are essential guidelines in the implementation of the project, although we have not reached much of this stage in our project yet.  I suggest that  this chapter is very much relevant to the project (and its on-going success) and it should be paid attention when we are ready to do some of our actions because it is a good source of information and guidance.  I will not discuss the specific details of this chapter because they are better left for the future and the specific actions are yet to be decided.

 

EXAMPLES OR NEXT STEP BASED ON THIS CHAPTER:

 

In part, Helen's management and monitoring plans have to be derived from the goals and objectives of the project.  Project goals should be well understood among participants and stakeholders, otherwise confusion and later disagreement may arise about present activities.  These plans must be unique and adapted well to the situation at Helen and people of Hatohobei. The local and  international communities are likely to take part in these management and monitoring efforts depending upon agreements between the national government, the state, and any international marine research or conservation organizations. 

 

CHAPTER 7: ANALYZE DATA AND COMMUNICATE RESULTS

 

CHAPTER SUMMARY:

 

In general, this chapter is resourceful in terms of ideas related to data collection, processing, analysis, and dissemination. It is mostly presented for those who will be analyzing and presenting data.  At this point in time, not many people within the Tobi community possess these types of skills, so it may best be left to skilled experts to assist with these task for a while.

 

COMMENTARY:

 

This chapter is relevant to Helen project.  The data collected on Helen must recorded, checked, and analyzed to measure project success.  The results can be used to demonstrate success or failure of certain activities that the project attempts, as well as to support applications for grants or to request financial assistance from the Palau national government, non-profit organizations, or other donors, as they will want to see there is someway to measure the success of their investments in capital, operating expenses, time, and funds.

 

The results also must be presented to the people of Hatohobei for them to understand and to know whether the project is a success or unsuccessful.  Interpretation of analyzed data must be simplified for the lay people to understand.  Too much statistical language will not help most people of Hatohobei understand.  As I mentioned earlier, many details in this chapter may need adaptation to fit the situation at Helen Reef  and to find the best way to communicate the results to the people and stakeholders.

 

EXAMPLES OR NEXT STEPS BASED ON THIS CHAPTER:

 

At this stage of the project, it would be very important for the people of Hatohobei to know the results of Helen's monitoring and management projects.  Interpretation of the data collected must be put into a lay person's format in order for the local community to understand the impact and/or the effectiveness of the project.  Considerable effort must also be made by external groups working with community to better understand the importance of language when communicating or designing aspects of the project.  It has been suggested that one way to communicate with the community is to publish a Helen Reef newsletter.  This is a good idea and will begin to share a lot of information about Helen Reef and the project.  However, public meetings as well as house to house visits to inform people of the project should not be abandoned, as these are important for face to face discussions and questions that help to build general knowledge.

 

 

SUMMARY and CONCLUSION:

 

My assessment is that from chapter one to chapter seven of this book, I think this book is good resource for the Helen Reef project, the people of Hatohobei, and others trying to carry out similar community organized or focused projects. I believe that this book is valuable for Hatohobei because it is written in a simple way and presented clearly, although there might be many things that need to be explained to the community about the manual and things it described.  Training in some of these methods may also be needed in order to carry them out.  The planners and organizers for the Helen project should refer to this book as a source of reference.  I suggest that other persons of Hatohobei should read this book and share his/her own view.  With me, I have few problems with this book because all that is being said give the local community options or big part of the decision-making process.  In other words, this book is a self-assessment guide that may help to empower our community.  It presents different views and ideas on how to do things (mostly from a Western planners view) and yet it is  up to anyone to adjust or modify workable scenarios appropriate for his/her own community.   However, I don’t think that people or the State could necessarily pick up the book and use it without outside assistance and guidance – there is just too much in there that would be new to too many people. The key ideas or approaches presented in all of the books chapters (and Appendixes) are worth revisiting to assist in the development of a Helen Reef management plan.  I highly recommend and endorse this book to be used as guide and/or reference for the Helen Reef project by the State program, CCN and the Hatohobei Community, when done so with outside assistance.

 

 


Appendix 1: Description of Measures of Success

 

Margoluis, Richard and Nick Salafsky. 1998. Measures of Success: Designing, Managing, and Monitoring Conservation & Development Projects, Island Press, 363 Pages.

 

 

Measures of Success is a practical, hands-on guide to designing, managing, and measuring the impacts of community-oriented conservation and development projects. It presents a simple, clear, logical, and yet comprehensive approach to developing and implementing effective programs, and can help conservation and development practitioners use principles of adaptive management to test assumptions about their projects and learn from the results.

 

The book presents a systematic approach to improving the focus, effectiveness, and efficiency of projects with specific guidelines and advice on:

 

-        designing a realistic conceptual framework based on local site conditions

-        developing clearly defined goals, objectives, and activities

-        creating a monitoring plan that can be used to assess whether goals and objectives are being met

-        integrating social and biological science techniques to collect the most relevant and useful data in the most cost-effective way

-        using the information obtained through the monitoring plan to modify the project and learn from the results

 

The text is developed in chapters that follow the structure of a planning process from conception to completion, with the chapters linked by four scenarios that serve as teaching case studies throughout the book. Examples from these scenarios illustrate the processes and tools discussed, and each scenario case study is presented in its entirety in an appendix to the volume. The approach has been developed and field tested by practitioners working in many different projects in Latin America, Africa, and Asia, and their experience and input ensure that the guide is both practical and useful.

Measures of Success is the only work of its kind currently available, and represents an invaluable resource for field-based practitioners, project managers, and local community leaders, as well as for international NGO staff, college and university teachers and students, researchers, and government officials.


 

Appendix 2:  Map of Palau, Hatohobei, and Helen Reef

 

 

 

 


Appendix 3: Summary of  Entries during Group Conceptual Modeling Session

Hatohobei Community Conceptual Mapping and Brainstorming September 2000 aboard the HSG "Atoll Way"

 

Synthesis and Simplification of Conceptual Maps from Five Breakout Groups

 

 

 

 

Goals for Helen Reef and Hatohobei State Marine Resource Management

(TARGET CONDITIONS)

Problems Facing Hatohobei Regarding Marine Resource Management at Helen Reef

(FACTORS)

Actions Hatohobei and Partners Can Take to Improve Resource Management at Helen Reef

(STRATEGIES)

 

 

 

Abundant Marine Resources

Not Enough Resources

Access Training (Enforce/Business/Environment Management)

Prosperity

Lack Traditional Skills

Find Funding  / Write Proposals For NGO Funds

Sound Economy

Lack Formal Education

Combine Dept. Resources (NGO, MOJ, State Gov't)

Health and Abundance on Tobi/Helen (pop./environ/cult/lang.)

Lack Special Training

Marketing Advice and Access

Enforce Protection Of Resources

Lack Job Opportunity

Good, Fast Transportation

Increase Abundance of Resources

No Money / Lack of Funding

Impose High Penalties For Poachers

Managed Marine Area with Regulated Use for Tobians

Lack of Communication

Build Infrastructure on Helen Reef

Want a Healthy Reef

Foreign Poachers / Overfishing

Draft Management Plan

Conservation of Food Fish, Trochus, Clams, Birds, Turtles, Coral

No Patrol/ Enforcement

Enforcement Officers on Helen / Station People on Island

Conservation of Culture

National Government Can't Help

Explore Cultural Opportunities

Economic Profits from Fisheries, Clams, Trochus, Fish

Mistreated and Ignored/Loss of Nationality-ethnicity

Seasonal Closures for Recovery

Conservation Management

Lack of Enforcement Training

Mooring Buoys

Sustainable Commercial Use

Lack of Arms For Defense

Penalties for Pollution

Protect Resources

Housing Not Available

Support From National Gov't / Marine Enforcement

Conservation Management

No Safety from Typhoons

Enforcement / Increase Presence of Patrol Boat

More Trochus, Clams, Birds, Sea Cucumbers, Turtles, Fish

Shortage of Land

Monies from Confiscated Boats/Fines to go to State

Food Resources

Lack Regulations/Enforcement

Increase Security and Protection

Clean Water

Lack of Awareness of Conservation

Support Cultural Affairs

Jobs

Lack of Management/Regulations

Active Leadership Within Tobi State and OEK Rep.

Tourism

Lack of Trained Personnel,

Community More Active and involved

Sustainable Economic Development

Shipwrecks

Help From Outside

Marine Protected Area

Lack Local Control/Participation

Long/Short Term Management Plan

Educational Opportunities

Lack of Information About Poaching and Status

Designate Special Management Area

Environmental Protection

Poor Transportation

Keep Records/ Monitoring

Health (community)

Lack of Community Cooperation

Greater surveillance/remote monitoring

 

Low Population / Shortage of People

Increase Tourism


 

 

 

 

 

 

 

 

 

 


ENFORCEMENT

 
Flowchart: Alternate Process: HATOHOBEI
STATE
GOVERNMENT