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.

Defining and Using Evidence in Conservation Practice

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…

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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…

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 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,…

Conservation Business Process Model (Stewart 2017)

This is a great resource for M&E staff or other “integrators” in small to 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)

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…