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).

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…