The first circle in the OS sets teams up to start the planning and management process (Step 1).

In this stage, teams define and develop:

  • A. Why they are planning to understand whether it is appropriate for the current situation
    • Who will take what role in the planning process and how to relate to partners
  • B. What scope (area) will be covered, and the vision for the plan
    • Discrete targets to focus the planning effort and vision
    • Resolve the nature and status of the health (viability) of these targets, both now and in the future
  • C Rank threats against these targets
  • D. Analyse the conservation situation to understand drivers and possible intervention points

Once these tasks are complete, teams will be ready to start the actual plan (Step 2), where SMART goals and objectives are set, strategies developed and tested for logic, monitoring needs resolved, and an operational plan developed to assess capacity needs for implementation (Step 3).

Evidence-Based Conservation: Journal Paper

This excellent journal paper seeks to integrate evidence-based conservation with the Open Standards for the Practice of Conservation and is freely available online here from the new SCB journal Conservation Science and Practice. Being a journal paper rather than user…

PRISM: Toolkit for Evaluating Outcomes and Impacts

This toolkit focuses on improving the quality of monitoring and evaluation (M&E) of projects when planning to evaluate outcomes and impacts. Whilst its stated focus is on small and medium sized projects, it could equally be applied to large projects.…

Reddish Egret Conservation Action Plan (2014)

This is a very good example of a plan developed to provide a framework for conservation of a species with a broad geographic range. The Reddish Egret is found along the coasts of the United States, Mexico and several countries…

Altai-Sayan Ecoregion Conservation Strategy

This is an excellent example of a large, multi country strategic plan in the Central Asian landscape, very effectively using the Open Standards. Altai-Sayan ecoregion in Central Asia is a vast wild region covering the region where Mongolia, Russia, China,…

Strategic Plan, Axios Delta, Greece

This plan set up the framework for a subsequent Management Plan for the then recently proclaimed Axios Delta National Park, the marine outfall of four rivers near Thessaloniki in Greece. Led by Ike Tilders (Foundations of Success), the plan was developed…

Strategic Plan for Painted Dog Conservation

Penned in 2011, the Painted Dog Conservation Strategic Plan uses the Open Standards to achieve species conservation in almost flawless detail. The document steps through targets, viability, threats and situation analysis to set the plan up. Goals and indicators are…

Measuring the Effectiveness of State Wildlife Grant Projects: Phase I Report

This report is a good example of how a national agency used results chains to develop common theories of change, objectives, and indicators in order to assess effectiveness at varying scales and do program-level adaptive management. It also provides questionnaires…