Knowledge and Learning

Leadership SummitWhite Oak - Jan 2008

Roberto B. Cavalcanti

Institutional Planning, Learning and Knowledge

Program Management and Planning Yves Pinsonneault, Alison Marian, Alexa Ball,

Christian Lavoie, Meharoopan Jeganathan Conservation Initiatives

Tracy Farrell, Chantal Elkin, Ben Campbell Learning

Andrea Margit

CI - Knowledge Organization

DESIRED STATE Reduced layers Teams Planning System Peer to Peer Knowledge available Improvement through

adoption of lessons learned Common processes and

language

CURRENT STATE Hierarchy Divisions and Departments Assignments Top Down Communication Knowledge exists Develop metrics Common tools

Program Management and Planning

Co-chairs PMG Organizes and prioritizes PMG agenda and convenes meetings Assigns review of materials submitted to PMG Monitors follow up of PMG decisions and provides meeting minutes

Schedules and organizes PMG field assessments Organizes pre-assessment Manages/facilitates process and provides follow up between PMG and field

programs Annual Workplans

Co-convenes Annual Planning with Operations and Field Divisions Responsible for Workplan Database system. Coordinates with field

programs, ops, and IT on workplan requirements, design, content, timelines, training, and data entry.

Defines with IT development and support to the Workplan Database and links to other business systems

Conservation Initiatives

Co-chairs SPG and supports Strategic Planning Deploys Strategic Teams at the request of PMG Works with Divisions to transition ST products to

implementation Works with RMG to secure funding for ST priorities Current Portfolio:

Ecosystem Services and Freshwater ST CI-Moore SP (and Capacity Building Initiative) Wildlife Trade Program Faith Based Initiative

Learning

Manages Institutional Learning Initiative and its infrastructure on behalf of institution

Learning Networks Global Teams Learning Dynamos Knowledge and Learning Strategic Team P&S Publication Strategy (from Fred Boltz) Infrastructure (with IT and Ops): Learning Portal, Intranet,

Online Library 6 Current Global Teams 7 Learning Networks: KBAs, Conservation Corridors, Outcomes,

Stewards, Finance, Partnerships and Capacity Building

Knowledge tools in the world. Wikis, blogs, social networking, photosharing

China Global Team

Lu Zhi, Roberto Cavalcanti, David Hess - and you! Purpose: scale up capacity and forge conservation strategy that

takes advantage of China’s and CI’s strengths across disciplines and region

Main Elements: National Conservation Priorities with government Policy Center matching science/knowledge, decision making, and

information - CCG and Mega Regions to replicate Business and corporate engagement / Hongkong office/RDO Strategic Partnerships (in country, CI units, global) SW China Hotspot as strategic focus for action on the ground - great

national and regional repository of biodiversity, ecosystem services, and natural resources

China “footprint” is a two-way conduit

Annual Planning FY09

Co-convened by P&S Divisions and Ops Decentralize and empower field divisions Use workplan database indicators as primary means to

compare and coordinate priorities across all of CI VA based sessions should focus on lessons learned and

transfer of knowledge Divisions and depts should present sets of standardized

slides that extract data from planning and financial syst. Establish flows of learning and knowledge repositories in CI

Knowledge and Learning Measures of Success

Support structure in place for deployment of teams including global plans, IT infrastructure, resources, and best practices

Organizational and partner-wide measures of knowledge availability and learning (transfer)

Team participation and knowledge contribution measures included into individual deliverables

Divisions and Departments adopt team-based project management

Lessons learned and organizational improvement included in performance scores

Common language in place for describing and communicating goals and processes

Demonstrated expertise in learning and innovation

Cities

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