This page includes “how-to” guidance and training materials designed to help teams implement the Open Standards (e.g., training manuals and presentations). Note that we also provide a list of tools which serve as important resource but which do not provide step-by-step guidance.

For information about the formal vetting process for tools and guidance, see Using Open Standards.

Vetting Status


OS Steps


Additional Filters



OS Topics






Conceptual Models (FOS 2009)

Description: This short guide was developed to help understand and use conceptual models to document a situation analysis more effectively. It predates integration of human wellbeing and climate change into the Open Standards. Full citation: Foundations of Success. (2009). Using…

Conservation Business Process Model (Stewart 2017)

Average Rating: 5

This is a great resource for M&E staff or other “integrators” in small- or medium-sized organizations that are playing a support role to projects and programs. It provides them with an understanding of how to improve workflows across their organizations,…

Conservation Capability Maturity Model (Stewart 2017)

Average Rating: 5

The Conservation Capability Maturity model provides a very useful framework for assessing institutional capacity and effectiveness, especially regarding the key processes involved in the practice and management of conservation work. The model provides a scorecard format for identifying where an…

Goals (FOS 2013)

Description: This guide covers the very first step in developing a formal action plan – defining goals, using the Sacramento River Basin as an example to illustrate points. It is vetted as excellent, but does contain some confusion about whether…