Add Content to your Miradi Project

Content for your Miradi project is created in four primary places:

• PROJECT OVERVIEW: Basic information that applies to the entire Miradi project, e.g. Vision, Scope, and Project Timeframe is created and managed in the Project Overview section.
• SITUATION ASSESSMENT: Content related to your Situation Assessment, including Threat Rating and Target Viability must begin with creation of a Situation Model.
• THEORY OF CHANGE: Theories of Change and Work Planning must begin with creation of a Results Chain diagram.
• PROJECT ADMIN: Miradi Project Members and the broader Team and Partners are managed under Project Admin.

Once you have created Situation Models and Results Chain diagrams, you will then be able to add and edit content in other views in Miradi, but you must first create the diagrams to house the information.

Learn more about how to start creating content in your project:

• Build your Miradi Project Team
• Add basic project information under Project Overview
• Create and edit Situation Models and Results Chain diagrams
• Add people and partner organizations under Project Admin
• Other ways to access content created in diagram views

Build your Miradi Project Team

Under PROJECT ADMIN > Miradi Access, add those people who will have access to the Miradi project. Note that people must first set up their Miradi account before they can be added to your project.

Determine what level of access each Project Member will have (learn more about project members and user roles), and the level of access for the entire Project (Public, Organization, Program or Private). Learn more about Project Access States.

Note that in order to assign people to actions, you must also add them under WORK PLANNING > Team & Partners. Learn more about building out the full project team and partners.

Add basic project information under Project Overview

You might begin by adding some basic overview content for your project. For all of the steps described below, visit the Miradi Marine Example to see what completed content might look like.

Project Summary

Use the PROJECT OVERVIEW > Summary section to refine the Title and Description for your project. Use the Edit pencil in the upper left of each panel to edit the content.

Project Timeframe

Scroll down the Summary page to find the Timeframes panel and set the Project Dates and Work Plan Dates that will be used to create more specific timelines for your Strategies and Activities.

Scope and Vision

Under the Scope tab, define the Scope and Vision for your project, and develop any other contextual information that is useful for your project.

Create and edit Situation Models and Results Chain diagrams

In order to build out your conservation plan you must first create the diagrams to house the information. Following the Conservation Standards best practices, it is best to start with at least one Situation Model to describe the context within which you are working, and then build your Results Chains from that common understanding. However, if you prefer, you can start by creating Results Chains in Miradi.

Create a Situation Model

Under SITUATION ASSESSMENT, navigate to Situation Models and find yourself with a blank Situation Model canvas. Start here or create a new, blank Situation Model by clicking on + NEW in the upper left.

Add factors to your diagram by dragging factors from the Add Factors toolset on the left of the diagram canvas. Once factors have been added to the diagram canvas, they can be linked by clicking on the factor and selecting the link icon.

Create a Results Chain

To develop a Results Chain, aka Theory of Change, go to the Theory of Change tab and select Results Chain Diagram. Note that you can also toggle between Situation Model and Results Chain diagram views using the SM and RC in the upper left of the canvas. Follow the instructions above for adding and linking factors.

For a complete guide to using the diagram canvas, see our Online Diagramming Tutorial (10 minute diagram overview playlist). 

Add people and partners under Work Planning 

The broader project team, including individuals, work groups and organizations who are key partners or assigned to implementing actions, is managed under WORK PLANNING > Team & Partners. People in this list can be assigned to actions.

Note that this list of people is separate from those who have Miradi access. If someone in the Team & Partners list needs access to the Miradi project, they will also need to be added under PROJECT ADMIN / Miradi Access.

Other ways to access content created in diagram views

Once you have created a Situation Model or Results Chain diagram you will be able to add and edit Situation Assessment and Theory of Change content in many other views in Miradi. Visit the Miradi Marine Example to explore a project with example data.

In the SITUATION ASSESSMENT section:

• Continue to build and edit your diagrams under the Situation Model tab
• Edit your Targets and complete a viability assessment under Target Viability
• Complete a Threat Rating for all of the Threat-Target relationships created in your Situation Model diagrams
• Add and edit the Assumptions underlying your Situation Model

In the THEORY OF CHANGE section:

• Create and edit Results Chains
• Use the Results Chain Tracking tree to edit any content in your Results Chain diagrams
• Add and edit the Assumptions underlying the Theories of Change depicted in your Results Chains

In the WORK PLANNING section:

• Use the Actions view to add and edit Strategies and Activities from your Results Chains, add Tasks and Outputs, manage action timeframes, and manage the People assigned to these actions.
• Under Timeframes, view and edit action timeframes.
• Build out the Team & Partners, who will be working on your project.
• Rate Strategy Effectiveness.

In the PROGRESS TRACKING section:

• Update and view progress on the entire Project Results, Chains, Actions, Results and Target Impacts in one place

In the REPORTS & DATA section:

• Use Data Views to create customized, interactive spreadsheets for online viewing, analysis, and export. 
• Create Highlights to take people directly to custom data views.
• Export formatted Word Report Documents.
• Edit the content for all Factors in the project in a spreadsheet view.
• Apply Classifications to standardize your data. Align your content with other conservation efforts using global taxonomies for Conservation Targets, Threats and Actions, or program-specific taxonomies related to your own program's priorities.