Once the conservation situation and the team’s in it are well resolved (Step 1), we move to developing plans: actions, monitoring and operations (Step 2)

  • A. Develop a formal action plan
    • define SMART Goals for each target to guide action
    • review the conceptual model and develop draft strategies for key intervention points
    • prioritize strategies against impact and feasibility
    •  test selected strategies using results chains to test logic and assumptions
    • develop for key intermediate results
  • B. Develop a formal monitoring plan
    • define audiences and key information needed
    • define indicators and methods
    • cost monitoring activities
  • C. Develop an Operational Plan
    • develop budgets including all activities
    • assess human, financial and other capacity and adjust as needed
    • document risk assessment and mitigation
    • assess lifespan and exit strategy

Having developed these plans, many projects use this information to publish a communication document often called as the ‘Management Plan’. This is a static document used to communicate with stakeholders.

The Open Standards, however, sees the ‘plan’ as a process, not an end-point, and uses such tools as Miradi and MiradiShare as planning, management and monitoring vehicles that ‘keep the plan alive’.

This process begins with implementation (Step 3) and continues with adaptation (Step 4) and sharing (Step 5).

20 Years and Counting: Adaptive Management of Chimpanzee Habitats in the Greater Gombe Ecosystem, Tanzania

This case study was winner of the 2016 Adaptive Management Case Study competition as it amply demonstrated the power of the Open Standards in refocusing effort according to evidence, the use of participatory spatial planning and for delivering results on…

2016 Adaptive Management Case Study Competition

Thank you to all those who shared your great stories about adaptive management in practice!  You have provided a great opportunity to learn from others around the world who are using the Open Standards! Judging Our judges narrowed down 5 cases…

Adaptive management on Cascade Head Preserve and CAP for Salmon River Watershed

Rooted in the TNC’s Cascade Head Preserve, this case study features adaptive management using ground based research for the Oregon silverspot butterfly, that later grew to encompass diverse stakeholders for conservation management of the Salmon River watershed.  See the Miradi…

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,…

Basic Open Standards Presentations (CCNet 2012)

Description: These presentations are a “harmonized” set of presentations for Steps 1 and 2 of the Open Standards developed by staff from Foundations of Success, The Nature Conservancy, and WWF.  The complete set is in English, some with French translation.…

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…