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An Introductory Guide to Adaptive Management
References
Key References
Holling, C.S., editor. 1978. Adaptive Environmental Assessment and Management.
John Wiley and Sons, London.
Keeney, R.L. 1982. Decision analysis: an overview. Operations Research
30:803-838.
Lee, K.N. 1993. Compass and Gyroscope: integrating science and politics for the
environment. Island Press, Washington, D.C. 243 pp.
Raiffa, H. 1968. Decision Analysis: Introductory Lectures on Choices Under
Uncertainty. Addison-Wesley, Don Mills, Ont. 875 pp.
Taylor, B, L. Kremsater, and R. Ellis. 1997. Adaptive Management of Forests in
British Columbia. British Columbia Ministry of Forests, Forest Practices Branch,
Victoria. 93pp. (Note that in developing this introductory guide, the elements of
adaptive management (outlined in chapter 5) have been updated and revised.)
Walters, C.J. 1986. Adaptive Management of Renewable Resources. McGraw-Hill, New
York. 374pp
References on Organizational Learning
Argyris, C. and D.Schon. 1978. Organizational Learning: A Theory of Action
Perspective. Addison-Wesley, Reading, Mass.
Argyris, C. 1993. Actionable Knowledge: Especially for Changing the Status Quo.
Jossey-Bass. San Francisco.
Kline, P.and B. Saunders. 1996. 10 Steps to a Learning Organization. Pfeiffer
and Co., Prentice Hall Canada.
Kofman, F. and P.M. Senge. Communities of commitment: the heart of learning
organizations. Organizational Dynamics 22: 5-23.
Senge, P.M. The Fifth Discipline - the Art and Science of the Learning
Organization. Doubleday
Quick reference:
Steps in adaptive management
1. Assess Problem
- Define scope of management problem.
- Define measurable management objectives.
- Identify key indicators for each objective.
- Explore effects of alternative actions on indicators
- Make explicit forecasts about responses of indicators to management actions
- Identify and assess key gaps in understanding.
2. Design (management plan)
- Design management plan that will provide reliable feedback and fill gaps in
understanding.
- Evaluate management options/alternative designs, and choose one to implement.
- Design monitoring protocol.
- Plan data management and analysis.
- State how management actions or objectives will be adjusted.
- Set up system to communicate results and information.
3. Implement
- Follow the plan!
- Monitor implementation and document any deviations from plan.
4. Monitor
- Monitor for: implementation, effectiveness, validation and surprises.
- Follow the monitoring protocol designed in Step 2.
5. Evaluate
- Compare actual outcomes to forecasts made in Step 1.
- Document results and communicate them to others facing similar management issues.
6. Adjust
- Identify where uncertainties have been reduces and where they remain unresolved.
- Adjust the model used to forecast outcomes, so that it reflects the hypothesis
supported by results.
- Adjust management actions and reevaluate objectives as necessary.
- Make new predictions, design new management experiments, test new
options...repeat cycle.
Document plans and communicate results
- Document all major steps in the process.
- Ensure that information is accessible over the long term.
- Define who is responsible for co-ordinating and for carrying out each task.
- Set time lines for carrying out each task or part of project.
- Distribute interim an final results.
Create Success
- Create an atmosphere and promote an attitude that is conducive to long-term
learning.
- Ensure that all participants have a clear, consistent understanding of adaptive
management.
- Build contingency plans into project.
- Anticipate potential barriers and develop strategies for overcoming or minimizing
them.
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