learning kit: techniques & tools - ulisboa...visualizing the possible relationships between...
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Learning Kit: Techniques & Tools
Environmental and Territory Management
2nd Semester 2018-2019
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INDEX
Workplan 3
Network tree – Problem tree 4
Cause-effect diagram 5
Fishbone diagram 6
Question matrix 7
Need to know board 8
Veen diagram 9
Five senses mindfulness 10
Stakeholder identification – Rainbow diagram 11
Importance vs influence matrix 12
Stakeholder influence diagram 13
Stakeholder onion diagram 14
Interconnected-circles map 15
Value chain 16
Scaling map 19
Community history map 20
Resources use map 21
Ecosystem services identification and mapping 22
Mapping ecosystem services 23
DPSIR framework 24
Conflict analysis 25
SWOT analysis 26
POOCH model 27
3
WORKPLAN:
Obj.: Outline the set of tasks and sub-tasks by which the group can accomplish the group work goals, offering the reader a better understanding
of the scope of the project work.
Group Tasks Estimated timeframe for completion (in weeks)
1 2 3 4 5 6 7 8 9 10
4
PROBLEM ANALYSIS
NETWORK TREE – PROBLEM TREE
Obj.: Mapping out main problems, along with their causes and effects, giving the opportunity to cleary establish a shared view of the situation.
5
CAUSE-EFFECT DIAGRAM
Obj.: Define and view the major causes, sub-causes and root causes that influence a problem process, providing a focus for discussion and
visualizing the possible relationships between causes which may be creating problems.
6
FISHBONE DIAGRAM - CAUSE-EFFECT DIAGRAM
Obj.: Define and view the major causes, sub-causes and root causes that influence a problem process, providing a focus for discussion and
visualizing the possible relationships between causes which may be creating problems.
7
QUESTION MATRIX
Obj.: Analyse your problem considering a wide range of questions and temporal dimensions
Topic/Issue/Problem:
Event Situation Choice Stakeholder Reason Means
What Where /
When
Which Who Why How
Present is?
are?
do?
does?
Past was?
do?
did?
Possibility can?
could?
should?
Probability would?
Prediction will?
8
NEED TO KNOW BOARD
Obj.: Obtain a clear picture of the situation / problem, mapping out what we know and what we need to know, facilitating the development of
the action plan.
Facts
What do I know?
Assumptions
What am I assuming to be true?
Learning issues
What do I need to research?
Action plan
Where, how, and/or from whom
can I find answers to my
questions that will result in new
facts?
9
VENN DIAGRAM
Obj.: Used to compare and contrast information. Encourage to go beyond the simple identification of similarities and differences, to see
relationships between and among information – think deeply about the connections between two or more concepts.
How to use: Write down details that tell you how the subjects are different in the outer circles; write down details that tell you how the subjects
are alike where the circles overlap.
10
FIVE SENSES MINDFULNESS
Obj.: Use the five senses - sight, taste, touch, hearing and smell – to collect information about your environment surroundings, making sense of
the information based on your previous experience (and subsequent learning) and by the combination of the information from each of the
senses.
11
STAKEHOLDER ANALYSIS
STAKEHOLDER IDENTIFICATION – RAINBOW DIAGRAM
Obj.: Visualise the differences between stakeholders who may affect a situation or course of action and stakeholders who may be affected by it.
12
IMPORTANCE VS INFLUENCE MATRIX
Obj.: Capture the degree to which each stakeholder has influence over the relevant issues / problems / objectives / solutions, and their level of
interest. It helps to think about their ‘importance’ (is the priority given to satisfying the needs and interest of each stakeholder) and ‘influence’
(the power a stakeholder must facilitate or impede the achievement of an activity’s objective).
13
STAKEHOLDER INFLUENCE DIAGRAM
Obj.: To examine and visually display the relative influence that different individuals and groups have over decision-making / a specific issue,
enabling better understanding and explicit discussion of who influences the issue at stake.
enables better understanding and explicit discussion of who influences policy.
14
STAKEHOLDER ONION DIAGRAM
Obj.: A way of visualizing the relationship of stakeholders to a project goal. Additional information can be included that shows relationships
among stakeholders to each other or to specific layers of the project. It focuses on the project goal at the center, not the project itself or key
stakeholders.
15
SYSTEM ANALYSIS
INTERCONNECTED CIRCLES MAPS
Obj.: Visual representation of the system behind the problem / solution / innovation. Allows to take on a systemic view and see connections
between the different elements of the system (the nodes) that might otherwise not have been perceived. It also allows to map out flows of
material, relationships, information, etc., throughout the system (the connections).
16
VALUE CHAIN
Obj.: Sequence of related business activities (functions) from the provision of specific inputs for a particular product to primary production,
transformation, marketing, and up to the final sale of the particular product to consumers. Helps to visualize the representation of a value chain
which helps to understand how various actors relate to each other.
17
How to use:
18
Example of use:
19
SCALING MAP
Obj.: For a successful implementation of solutions, build up a future map by scaling up (temporally) the idea your work addresses. It is possible
to scale up the problem or geographically replicate your idea.
20
COMMUNITY HISTORY CHART
Obj.: Visually portray the changes that have affected a community life (or territory) over the years, in terms of social organization, health,
production, consumption, natural resources, etc.
21
RESOURCES USE MAP
Obj.: Identify the influence stakeholders have in the use of resources and assets. Illustrates the dynamics of the system.
Resources and Assets
Access to assets/resources
Who uses them?
Control over assets/resources
Who decides on their use?
Stakeholder 1 Stakeholder 2 Stakeholder 1 Stakeholder 2
Resource 1
Resource 2
Resource 3
22
ECOSYSTEM SERVICES
ECOSYSTEM SERVICES IDENTIFICATION AND MAPPING
(Burkhard B, Maes J (Eds.) (2017) Mapping Ecosystem Services. Pensoft Publishers, Sofia)
23
MAPPING ECOSYSTEM SERVICES
How to use:
- Jacobs, S., Burkhard, B., van Daele, T., Staes, J. And Schneiders, A., 2015, The matrix reloaded: a review of experts knowledge use for mapping
ecosystem services. Ecological Modelling, 295: 21-30
24
DPSIR FRAMEWORK
Obj: Driver-pressure-state-impact-response (DPSIR) framework, which has been widely used for environmental management issues. It supports
mapping of ecosystem types, providing information on their natural conditions.
25
CRITICAL ANALYSIS
CONFLICT ANALYSIS:
Obj: To identify the main sources of conflict in the community; this may be vital to the handling of collective resources such as water, fuelwood,
pasture, etc.
26
SWOT ANALYSIS:
Obj: Deeper understanding of the solution’s offer, what opportunities it has and what should be worked on. It can also lead to further ideas on
who to ask support from and how to better strategize success.
27
POOCH MODEL:
Obj: Clarify issues by using logic in judging information for safe and informed decisions.