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What is Holistic Management?
                   A whole farm/ranch management process


It’s a way of making decisions
   How to decide what’s important
   How to plan for sustainability
   How to prioritize

It’s a collection of tools
   Financial priority analysis
   Land planning
   Grazing management
   Monitoring
Holistic Management:
           Managing for Success

 Sound, achievable goals - Sustainability
    Holistic goal
    Future Resource Base Description

 Create the plan
    Land Plan
    Financial Priority Plan
    Grazing planning

 Monitoring
 Feedback to planning
 Re-plan, if necessary
2004
Monitoring Transect Results in Dry Country 2005
                                           2006
                                         2007
How Does HMI Work and For Whom?



 HMI helps farmers to achieve critical goals…
Holistic Management Can:


Significantly increase annual profits
Enhance the natural health, productivity and
 profitability of land
Provide a framework for family, owners,
 managers, and other farm stakeholders to work
 together toward a common future
   Helps identify priorities
   Helps resolve conflicts
 Shift from linear to holistic decision making
    Financially, socially and environmentally sound
 Manage short and long-term
 Address problems by
    Root cause versus symptom
    Shift from “problem/fix it”
    Don’t adapt management to the problem
 Manage for what you want and the whole
 Leave no fertile ground for problems
Why Bother to Practice
     Holistic Management Whole Farm Planning?


 Become a working partner with Nature instead of fighting
  against it
 Improve profits and production
 Benefit farm family relationships
 Improve wildlife habitats
Success Stories




11
Erin Pearson
     Natural beef, goats, pastured poultry and horses

      Trained in Whole Farm Planning as
       part of HMI’s Rappahannock Future
       Farms program
      Goal was to maximize her forage,
       improve the property and make a
       profit
      “My pastures are looking lush,
       more filled, much less water
       travelling and much more forage-I
       expect to have pasture well into the
       end of January or beyond. “

12
Erin Pearson


      Costs of the operation is down-
       due and almost zero grain
       usage.
      Decision-making is saving
       labor and time.
      Using portable netting fences
       will allow multi species grazing
       where it couldn’t be otherwise.



13
Key Lessons From the Training


      Do the holistic questions before
       adding new ventures and when
       managing decisions.
      Work the financial information-
       face the reality of the facts.
      Grow the operations that can
       feed and/or make money and
       reduce the hobby aspects to a
       “fun” and manageable level.


14
Cliff Miller and Mike Peterson
     Mount Vernon Farm
     Grass finished beef and lamb, pastured pork and pastured
     eggs

      Year One of HMI’s Future Farm
       Program
      Goals were to create a strong
       management team for the
       future of the farm and to
       improve productivity




15                                     Photo by Molly Peterson
Cliff Miller and Mike Peterson
     Mount Vernon Farm


      Because of our planning, we did not
       take as much off (grazing) of our
       fields this fall as we did last year.
      When I last measured our stockpile
       one month ago, we already had 20
       additional days of grazing than we
       did last year. I’ve projected to feed
       half the amount of hay that I did last
       year.


16
Key Lessons from the Training

      “Our communication is so much
       better, and it wouldn’t have happened
       without going through this process.”
      With one full year of training under
       our belts, I think we will view our
       entire annual plan differently. We are
       actually going to make a budget,
       project sales, project expected
       expenditures, etc. Which is
       something that we have never done.


17
Anita Ramos and Reid Folsom
     Native tree and shrub nursery and horse boarding


      Year One of HMI’s Future Farm Program
      “Our quality of life values helped us to
       decide to drop one flower show because
       of the stress and strain; personal
       satisfaction of life has taken a higher
       priority.”
      “We’re taking advantage of fun
       opportunities when they come up now.”


18
Dick McNear
     Black Angus Cattle Farm

      Year One of HMI’s Future Farm
       Program
      Goal was to create a profitable farm
       operation for his heirs
      “My daughter seems more
       interested. I’m spending more time
       on management.”
      “Cut my fertilizer cost more than half
       and cut fuel cost by 1/3.”

19
Dave and Wooz Matthews
     Devon Cattle Operation


      Goals were to cut costs and get
       information on improving their
       conservation programs
      “We think we’re seeing more bird and
       small animal life. Grass definitely
       thicker… and we have more stockpile
       than ever before.”
      “We’ve saved about $800 on diesel
       and $1000 on fish oil fertilizer.”


20
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21

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Whole Farm Planning Success Stories by Tracy Favre

  • 1. 1
  • 2. What is Holistic Management? A whole farm/ranch management process It’s a way of making decisions  How to decide what’s important  How to plan for sustainability  How to prioritize It’s a collection of tools  Financial priority analysis  Land planning  Grazing management  Monitoring
  • 3. Holistic Management: Managing for Success  Sound, achievable goals - Sustainability  Holistic goal  Future Resource Base Description  Create the plan  Land Plan  Financial Priority Plan  Grazing planning  Monitoring  Feedback to planning  Re-plan, if necessary
  • 4. 2004 Monitoring Transect Results in Dry Country 2005 2006 2007
  • 5. How Does HMI Work and For Whom?  HMI helps farmers to achieve critical goals…
  • 6. Holistic Management Can: Significantly increase annual profits Enhance the natural health, productivity and profitability of land Provide a framework for family, owners, managers, and other farm stakeholders to work together toward a common future  Helps identify priorities  Helps resolve conflicts
  • 7.  Shift from linear to holistic decision making  Financially, socially and environmentally sound  Manage short and long-term  Address problems by  Root cause versus symptom  Shift from “problem/fix it”  Don’t adapt management to the problem  Manage for what you want and the whole  Leave no fertile ground for problems
  • 8. Why Bother to Practice Holistic Management Whole Farm Planning?  Become a working partner with Nature instead of fighting against it  Improve profits and production  Benefit farm family relationships  Improve wildlife habitats
  • 10. Erin Pearson Natural beef, goats, pastured poultry and horses  Trained in Whole Farm Planning as part of HMI’s Rappahannock Future Farms program  Goal was to maximize her forage, improve the property and make a profit  “My pastures are looking lush, more filled, much less water travelling and much more forage-I expect to have pasture well into the end of January or beyond. “ 12
  • 11. Erin Pearson  Costs of the operation is down- due and almost zero grain usage.  Decision-making is saving labor and time.  Using portable netting fences will allow multi species grazing where it couldn’t be otherwise. 13
  • 12. Key Lessons From the Training  Do the holistic questions before adding new ventures and when managing decisions.  Work the financial information- face the reality of the facts.  Grow the operations that can feed and/or make money and reduce the hobby aspects to a “fun” and manageable level. 14
  • 13. Cliff Miller and Mike Peterson Mount Vernon Farm Grass finished beef and lamb, pastured pork and pastured eggs  Year One of HMI’s Future Farm Program  Goals were to create a strong management team for the future of the farm and to improve productivity 15 Photo by Molly Peterson
  • 14. Cliff Miller and Mike Peterson Mount Vernon Farm  Because of our planning, we did not take as much off (grazing) of our fields this fall as we did last year.  When I last measured our stockpile one month ago, we already had 20 additional days of grazing than we did last year. I’ve projected to feed half the amount of hay that I did last year. 16
  • 15. Key Lessons from the Training  “Our communication is so much better, and it wouldn’t have happened without going through this process.”  With one full year of training under our belts, I think we will view our entire annual plan differently. We are actually going to make a budget, project sales, project expected expenditures, etc. Which is something that we have never done. 17
  • 16. Anita Ramos and Reid Folsom Native tree and shrub nursery and horse boarding  Year One of HMI’s Future Farm Program  “Our quality of life values helped us to decide to drop one flower show because of the stress and strain; personal satisfaction of life has taken a higher priority.”  “We’re taking advantage of fun opportunities when they come up now.” 18
  • 17. Dick McNear Black Angus Cattle Farm  Year One of HMI’s Future Farm Program  Goal was to create a profitable farm operation for his heirs  “My daughter seems more interested. I’m spending more time on management.”  “Cut my fertilizer cost more than half and cut fuel cost by 1/3.” 19
  • 18. Dave and Wooz Matthews Devon Cattle Operation  Goals were to cut costs and get information on improving their conservation programs  “We think we’re seeing more bird and small animal life. Grass definitely thicker… and we have more stockpile than ever before.”  “We’ve saved about $800 on diesel and $1000 on fish oil fertilizer.” 20
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