1.4 The CMS model

Origin

The UK Conservation Management System Consortium is the long-term outcome of an historic initiative of the government's Nature Conservancy Council.  The aim was to provide a basic planning and recording logic for its site managers that could be applied to all nature sites and codify all the necessary operations. The vision and aims of the original NCC planning guides are now fulfilled by the UK Conservation Management System (CMS), a software package consisting of a relational database for producing management plans, scheduling projects, and reporting on outcomes of the planning process. This package was produced by the main conservation GOs and NGOs after the regional responsibilities of the NCC were devolved to country agencies.  to achieve this they all came together to develop the NCC paper system as a computer system.  This grouping led to the founding of the CMS Partnership in 1994. It's name was changed to the CMS Consortium in November 2003 when it entered into a commercial agreement to market  the software internationally and provide technical support and training, with a return on profits for reinvestment in its development.


Use

The governing members and other organisation involved with implementing the UK Conservation Strategy are now using the Consortium's software/training package to operate site management plans, and develop a common understanding of planning rationale, and methods. The sites include National Nature Reserves (NNRs), Ramsar Sites, Sites of Special Scientific Interest (SSSIs) or Areas of Scientific Interest in Northern Ireland and SRCs/SRAs. The software is also being used by a number of local authorities, national parks, and neighbourhood conservation trusts. The current user network consists of almost 600 site managers, of whom 20% are employed by local authorities. Local authorities comprise the most rapidly growing user sector. 


Objectives

The objectives of the CMS Consortium are:-

- to implement, support and develop 'managerialism' through the use of CMS;

-to promote the use of CMS amongst local authorities and other major public and private landowners;

- to make suitable versions of the CMS available to educational establishments to help train the site and land managers of tomorrow, and bring environmental management into school curricula;

- to produce a community version of the CMS to help establish the citizen's biodiversity management network envisaged in the UK strategy for sustainable development;

- to develop the software in the light of new opportunities for environmental management and advances in IT;

- to encourage bodies with a major commitment conservation management to  join the Consortium


Philosophy

"- the term monitoring must be distinguished from recording, or survey, or surveillance. Monitoring presupposes that targets will be framed to reflect an acceptable range of variation. Beyond this an action or actions will be undertaken to seek to effect change. This, in turn, will be monitored. Many species or groups are not subject to monitoring but to less exacting procedures of recording or survey, that have no in-built triggers for response."

(Linking biodiversity data to target setting Note by UK Joint Nature Conservation Committee about the need to move towards "habitat action plans" (BAPSG/D/14. 1995))

The above definition presupposes that monitoring is a vital aspect of a conservation management. That is to say it is a performance indicator of operations designed to target a measurable objective.

Conservation management is essentially concerned with the interaction between people and environment. Fulfillment of operational objectives requires the resource's management in perpetuity on the basis of a sustained production of the resource and a sustained demand on the resource by people.

This definition therefore broadly equates the term conservation with management, in the full recognition that management can take many forms. It may involve direct human interference in an ecosystem, or the controlled neglect of a wilderness, or any degree of control between these two extremes.

The essential feature, however, of the definition is that there should be sustention in perpetuity, a guarantee as it were that the management practice will not alter an ecosystem to such an extent that biological production is eliminated. The CMS is a tool to ensure the sustained production of wildlife as a public good, attempting to eliminate from the management practice both over-exploitation and under-exploitation.


Governing Membership

The governing membership of the Consortium now represents all the UK Government conservation agencies, the major national and local NGOs, local authorities and national parks. 

COUNTRYSIDE COUNCIL FOR WALES

DEPARTMENT OF THE ENVIRONMENT (NORTHERN IRELAND)

ENGLISH NATURE

ESSEX COUNTY COUNCIL

EXMOOR NATIONAL PARK

NATIONAL TRUST

ROYAL SOCIETY FOR THE PROTECTION OF BIRDS

WELSH WILDLIFE TRUSTS

WILDFOWL & WETLANDS TRUST

LOCH LOMOND AND TROSSACHS NATIONAL PARK


Web site

www.cmsp.co.uk

1.4.1 The CMS as a professional tool

With regards day to day, and year on year, site operations, the Conservation Management System (CMS) is a relational database which integrates all information relevant to the work of the site manager.

With regards the management plan, at an operational level, the CMS links the site- description element of the plan to management operations designed for the protection, enhancement, extension, and promotion of features of value. The descriptive component of a management plan defines the site as an ecological system. Its CMS component defines the site as a socio- scientific human intervention system, with targeted conservation objectives. The two systems within the plan are coupled dynamically. The linkage is through the features (highlighted in the description) requiring protection in relation to practical constraints, or modifiers, and to their potential for 'added value'

3 CMS: its relationship to the site 'strategic plan'

3.1 Operational plans are all subordinate to strategic plans, which present visions for the future state of a site in relation to its central resource allocation system. In this sense, all operational plans have to be coupled with a strategic level of planning within a corporate system requiring audit-feedback about the effectiveness of resources in targeting a strategic vision.

At the moment there is no direct software link in the CMS between operations and strategies, although there is an indirect one via the production of reports on technical progress and needs for operational resources, which may be 'translated' by a line manager for corporate presentation. This aspect is expanded in section 6.

'CMS 2000' is a project-based planning and recording system aimed at attaining measurable objectives, and managing conservation features within acceptable limits of variation. A 'project' is simply a unit of work e.g. 'construct a footpath', 'patrol an area' or 'record a species'. Each project includes a description of the work to be done. When a project is completed, a report on the outcome is provided, against which success in reaching targets may be gauged. Copies of all projects and their objectives are retained in the CMS to provide a progress-register, and an archive to support managerial continuity.

The prime function of the CMS is to enable site managers operate the operational functions of a management plan as a feedback work-cycle by:-

- identifying and describing, in a standard way, all the tasks of work required to manage the site's conservation features.

- producing various work programmes, for example five year plans, rolling- plans, annual schedules, financial schedules, and work schedules for specified categories of staff.

- providing a site/species monitoring system to check the effectiveness of the plan against the achievement of the objectives.

- facilitating the exchange of site management information, within, and between, sites and organisations.

The CMS database is structured as a sequence of on-screen forms. The forms are connected in a branching structure that follows the management process from a small number of planning goals to many local actions. As aids for recording information, the sequences of nested forms direct the user to specify each goal of a management plan, and then define general tasks as routes (prescriptions) leading to the details of specific work plans. The work plans, described as projects, are timed, resourced, and checked in the database, to meet the planning goals. The format is commonly used to record relationships between the working objectives of a management plan and actions on the ground. This is the standpoint of the CMS, which was designed as a flexible relational database for recording information about the day to day, and year to year, operations of nature site management plans, and checking compliance with the guiding objectives.

The CMS is structured around three basic forms which list:-

- working 'objectives' for the management of features that have a conservation value;

- recommended tasks requiring work-plans to meet the objectives are called 'prescriptions'; a prescription provides a convenient heading for a group of projects aimed at tackling a particular constraint, or modifier, to conserving a valued feature;

- projects describe the work to be carried out, when it will be carried out, who will do it, and what resources have been allocated

The database can be entered at any level by buttons, text search, or through an integral GIS system.

There is great flexibility regarding the way a management plan may be recorded in the CMS. The usual format is for each valued feature within the site to be the starting point for recording information on its management objectives, prescriptions and projects.

A CMS may also be structured to give an overview of many compartments within a designated site, or many sites within an organisation. For example, the latter structure is used by the Countryside Council for Wales, where every national nature reserve has its own CMS on a standalone PC, but is also part of a multi- site CMS for corporate reporting.

Another option is that a site CMS may be used to express objectives, prescriptions, and projects in terms of operations, rather than features. This is a way of simplifying the management of a widespread feature, which occurs in many places on the site. Instead of listing each occurrence of the feature as a 'site', with its own hierarchy of objective, prescriptions and projects, the CMS database would be assembled as a compendium of operations. A particular operation would be cross- referenced, as a 'project', to each geographical occurrence of a feature listed in a separate, linked, database. This arrangement would be applicable for work on hedgerows, or management of individual trees on a large farm, where the hedges and trees were of different ages, stages of development, and occurred in isolated spots. The hedgerow database might start with the general objective of 'managing hedgerows', with prescriptions such as 'coppicing', 'trimming', 'pollarding' and planting. The projects within CMS would be the recommended procedures and work plans for these operations. A simple separate, but linked, database would list all the hedges, with the operations which apply to each one, and be used for making quick checks on all hedges and their individual work plans.

Finally, CMS, although designed to begin with the working objectives of site management, may be used for strategic management planning at a corporate level. In this context it would begin with definitions of the strategic objectives derived from a 'visionary statement' as to what the environment should be like in the future, and follow routes to working objectives. Each working objective may then be taken, as the basis of a site management plan, to start a second layer of the CMS. This multi- layered format would place the strategic plan, and its connections with working objectives of particular site management plan, in the same database.

Whilst there is still a demand for stand alone PC versions of the CMS, the future of conservation management software and the Consortium lies in web-based data handling from sites to strategic centres. In this context the CMSC has begun a scoping study as a preliminary stage to producing a web-based version of the CMS.

1.4.2 Examples

The Conservation Management System Consortium, through its membership and the users of its CMS software, has an unrivalled overview of UK conservation management plans for protected areas and other nature sites. 


CLICK HERE TO ACCESS EXAMPLES OF THE CMS IN ACTION

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