Hands-On Miradi Exercise
Getting Started
1.
Install Software: Go to www.Miradi.org/download and follow instructions for
downloading a free trial version or one based on an organizational license.
2.
Launch Miradi: Double-click on the Miradi Icon on your desktop to launch
Miradi then click the Continue button at the “About Miradi” screen.
Create a new project
3.
Start a new Project: Click the Create button (to start a new project), assign
a name, then click the Next button. (Note: you can Import other Miradi
project files and will soon be able to import CAP projects from ConPro).
4.
Enter Basic Project Information in the Summary View
– Click on several of the tabs and enter the information listed below:
Click on the Countries
“Select” button and assign
your project to a country
Enter
Project
Name
5.
Click Create
Member button
and enter Given
Name, Surname, &
Initials for 2 people
Use the Select buttons to assign
your project to your Operating Unit
(Field Program) and to a Terrestrial,
Marine, or Freshwater Ecoregion
Enter a Conservation Target
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6.
Scroll down to view many
standard mgmt planning
text fields. Assign the
project to Protected Area
category V Protected
Landscape/Seascape
Switch to Diagram View
Click on Target button on the Control Bar to enter a
Target of “Riparian system” in the diagram.
Note: Instructions on page 5 of this Exercise describe how to
enter KEA, Indicator, and Indicator Measurement information.
Enter a Direct Threat (i.e., Source of Stress)
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With your Target highlighted, click on the Threat button on the Control Bar to enter a
threat of “Japanese Knotweed”.
Note: The instructions on page 6 of this Exercise describe how to enter threat ratings,
which is typically done to prioritize threats before developing strategies
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Conceptual Models & Results Chains
1.
2
Build a Conceptual Model. In the Diagram View,
use the buttons on the Control Bar to create the following
Conceptual Model Diagram
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Factors that are highlighted will be automatically linked to
new factors you add or you can link 2 factors by holding the
Control key down, select one, then another, then click on the
Insert link button on the Control Bar
A draft threat-abatement objective (see page 5) can be entered before entering strategies
Notes: You can make > 1 Conceptual Model or Result Chain and copy and paste between
them; Right-mouse click diagram names to rename, create new diagrams, or delete
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Tips:
•
Multiple items can be “lassoed” by
drawing a box around them while
holding down the left mouse button
•
Selected items can then be moved
as a group using left-mouse & drag
2.
Convert Conceptual Model to Results Chain
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Right mouse-click on the green Target ellipse and choose Select Factor Chain
Right mouse-click again and choose Create Results Chain
This will automatically shift you to the Results Chain tab and present you with a
draft Results Chain based on your Conceptual Model
Double-click on the Intermediate Results and Threat Reduction Results to reword them to desired results to convey your theory of change, i.e., the desired
results from successful strategy implementation
See page 5 to enter a threat-abatement objective before building
Add additional factors as needed (see new factor regarding “Regulations
adopted & enforced” added to the top strategy – you’ll have to delete the existing
Strategy link)
Other information on diagrams:
•
Result Chain diagrams can be built from
scratch – you do not need to start with a
Conceptual Model
Add Objectives, Indicators, Activities to the Results Chain
1.
2.
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3.
Add a threat-reduction objective
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Double-click on the “Reduced spread of knotweed factor”, click on the Objectives tab, click
on the Create Objective button then enter an objective ID, short name, then the full text of
an objective statement. If you already entered a threat-abatement objective on your
Conceptual Model, use the “Clone Objective…” button to copy here to your Result Chain
Add a threat-reduction indicator
Click on the
Indicators tab, click
on the Create
Indicator button,
then enter an
Indicator ID, and
indicator name
Add a baseline measurement value: Click on Create Measurement button
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4.
3
And Date (use
Calendar
icon), Value,
Detail, and
Source
information.
Add one more objective & indicator to the “Annual watershed surveys”
Intermediate result
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Objective: Name: “Annual surveys”; Details: “By 2010, watershed councils conduct
annual knotweed surveys in 8 subwatersheds”
Indicator Name: # of subwatershed surveys completed annually
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5.
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6.
Add Activities to one of the Strategies
Double-click on the “Training watershed council” strategy hexagon
Click on the Activities tab
Add the 3 Activities shown below using the Create Activity button
Click the button to Show Activity on this page for each Activity
– For at least 1 Activity, click on the High Level Est. radio button, enter a budget figure in
the “Budget Override” field, Start and End dates in the “When Override” fields, and click
on the Who Overrride button, and check one or more checkboxes
Adjust size & Position of
Activities factors
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Use mouse to change
dimensions of activity factors
and move to new positions
Enter Target Viability Data
1.
Double-click on the “Riparian
System” factor and switch the
Viability Analysis Mode to "Key
Attribute" then click on the
Viability tab
2.
Click on the Create KEA
button then enter KEA
name and use the pulldown menu to select
KEA type
3.
Click on Create
Indicator button,
enter Indicator
Name and Viability
Ratings & Rating
Source
4.
Click on Create
Measurement button,
enter current date,
Current indicator value,
Current Status, Source,
& Comments
Entered Viability information
5
Enter traditional TNC (stress-based) Threat Ratings
1.
Switch to Threat-Ratings
View & select "Stressedbased Threat Rating
Mode" then return to the
Diagram View and go to
back to your Conceptual Model diagram
2.
Double-click on
Riparian System ellipse
then the Stresses tab.
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Click Create Stress
button & enter "Reduced
Native Cover" in the
Name field
Assign Scope of Very
High and Severity of
Very High
Click on Show Stress on
this page button then
close the dialog box
3.
In your diagram, enter a
Direct Threat of “Japanese
Knotweed” then doubleclick on the link between
your threat & target
4.
Check the Active?
Checkbox next to the
appropriate Stress, and
assign a Contribution rank
of Very High and an
Irreversibility rank of Very
High
5.
Use the mouse to move & resize the stress factor in the
diagram to appear along the
threat-target link. When you
click on the stress, it’s target
is highlighted
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7
Reducing diagram complexity
Group Boxes & Bend Points
1.
Create Group Boxes
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2.
Link Group Box to factors
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3.
Add a second threat of “Giant Knotweed”
Link Giant Knotweed to the same Target and Contributing Factors as Japanese
Knotweed.
Then highlight both threats by holding down the Control key and clicking on each
one. Click on the Create Group Box button in the Control Bar
Establish a new link between the group box and the target by first clicking on the
edge of the Group Box, hold down the Control key, click on the target ellipse,
then click on the Insert Link button on the Control Bar.
Repeat to link each of the two Contributing Factors to the Group Box
Add bend points
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Right mouse click on the link from “Spread
via…” and select Create Bend Point
Left-click on the new bend point and drag
it up to be horizontal with the middle of the
Contributing Factor
Add another bend point and drag it down
Other Views
“Canned” Planning Views
1.
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Switch to the Planning View
Click on 4th radio button (where it says “Goals only”) and use the pull-down to select
Objectives Only
Adjust column and row height and width with mouse cursor at edge of columns and
rows to display content
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Check out the Strategic Plan, Monitoring Plan, and Work Plan views. Use the
Expand All button to completely open up all branching trees
Data can be edited in the lower panel of the screen for rows highlighted in the upper
portion
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“Custom” Planning Views
2.
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Click on the Custom radio button and create a custom report with Targets,
Objectives, and Indicators as rows and Details and Current Status as columns by
checking these check boxes in the Control Bar.
Columns can be moved to new positions by holding the left-mouse button and
dragging the column left or right
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3.
Check out the Target Viability and Threat Rating Views
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These views show Summary tables but also support editing via the
lower panels of these views
In Viability View, click on the Expand All button to expand tree
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Exporting information from Miradi
1.
Export Standard Reports
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Change to the Reports View then click on the Full Report - Run button. You will be
prompted to name a RTF file. Open this file in Word and page through the Report
Other types of exports
2.
3.
4.
Exporting Diagrams & tables
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Click on the top File menu, select Export Current Page as…, then select JPEG or
PNG Image for diagrams or RTF for tables
Exporting to ConPro
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Click on the top File menu, select Current Project as… then select ConPro (CPMZ)
File (BETA). A version of ConPro compatible with Miradi will be available by Oct ’08.
Custom Reports
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See 2nd tab in the Reports View, Click the Create button then the Content - Select
button (you can pick and choose among the available check boxes)
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