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).

Healthy Country Planning

Healthy Country Planning is an adaptation of the Open Standards developed for use in participative and cross-cultural situations. The language of the OS have been translated into simpler terms, a colour coding system adopted and a flow chart of how all…

Climate-smart Open Standards

This series of 4 webinar recordings by Marcia Brown (FOS) and John Morrison (WWF) provides an overview of the Climate-Smart Open Standards.  Another good base resource is the National Wildlife Federation’s Climate-Smart Conservation. Briefly, several adjustments to the Open Standards…

Conservation Audit Tool and Guidance (CMP 2018)

Use this Conservation audit tool to analyze strengths and weaknesses in conservation programs against the Open Standards and define what changes are needed to adapt management for better outcomes. Developed and refined for CMP by Elizabeth O’Neill and Sheila O’Connor,…

USAID – Effectiveness of Enterprises as a Conservation Strategy

The USAID initiative – Learning Group Explores the Effectiveness of Enterprises as a Conservation Strategy, received an Honorable Mention in the 2018 Case Study competition. The team working within USAID developed a Conservation Enterprise Learning Agenda that defines a theory…

From Great Conversation to Great Conservation -Bat Conservation International

From Great Conversation to Great Conservation, the Bat Conservation International entry gained an Honorable Mention in the 2018 Case Study Competition. Key lessons learned by Bat Conservation International were that they benefited from the OS by: Providing a rapid transition…

Yourka Reserve: 3rd Place in 2018 Case Study Competition

Bush Heritage Australia, with their Yourka Reserve – A Unique Tropical Savanna Ecosystem came third in the 2018 Case Study Competition. Key lessons gleaned in this case study were: Don’t let lack of knowledge impede action – focus initially on threat…