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.

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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)

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)

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…