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.

20 Years and Counting: Adaptive Management of Chimpanzee Habitats in the Greater Gombe Ecosystem, Tanzania

This case study was winner of the 2016 Adaptive Management Case Study competition as it amply demonstrated the power of the Open Standards in refocusing effort according to evidence, the use of participatory spatial planning and for delivering results on…

2016 Adaptive Management Case Study Competition

Thank you to all those who shared your great stories about adaptive management in practice!  You have provided a great opportunity to learn from others around the world who are using the Open Standards! Judging Our judges narrowed down 5 cases…

Adaptive management on Cascade Head Preserve and CAP for Salmon River Watershed

Rooted in the TNC’s Cascade Head Preserve, this case study features adaptive management using ground based research for the Oregon silverspot butterfly, that later grew to encompass diverse stakeholders for conservation management of the Salmon River watershed.  See the Miradi…

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,…

Basic Open Standards Presentations (CCNet 2012)

Description: These presentations are a “harmonized” set of presentations for Steps 1 and 2 of the Open Standards developed by staff from Foundations of Success, The Nature Conservancy, and WWF.  The complete set is in English, some with French translation.…

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…

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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…