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).

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…