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…

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…

Online Open Standards Curriculum

Description: ConservationTraining is an open and free learning community that offers conservation-based training materials.  With over 25,000 users from over 200 countries enrolled, its mission is to share training with conservation colleagues across the world. Planning Conservation Projects & Programs…

Results Chain Guide (FOS 2007)

Description: This short guide was developed to help understand and use results chain more effectively. It predates integration of human wellbeing and climate change into the Open Standards. It is a little theoretical as reality is seldom as linear as…

Results Chains (FOS 2014)

Description: This guide covers how to use results chains to test your assumptions of how your strategies are intended to change the situation.  This is also known as theory of change.  It uses shooting jaguars to protect cattle as an…

Threat Ranking (FOS 2012)

Description: Part of the FOS Adaptive Management course, this power-point presentation guides threat ranking, using the Swan wetlands as an example to illustrate points. It is vetted as excellent, but could use notes about when to use the stress-based ranking…

Viability Assessment and Goals (FOS 2013)

Description: Part of the FOS Adaptive Management course, this power-point presentation completes definition of viability for targets and then goes on to use this work to define Goals. Also included here is the breakout instructions for viability assessment. Full citation:…

Viability Worksheet (TNC 2003)

Description: This short technical guide by the TNC to assess the viability of targets was developed to help practitioners accurately document key environmental attributes, indicators and indicator ratings because of “the complexity and importance of this section in defining and…

WWF Programme Standards: Step 2 – Design

Description: This module was developed as part of an online learning experience to help WWF partners and staff learn how to apply Step 2 (Design) of WWF’s Standards for Conservation Project and Programme Management (WWF Programme Standards or PPMS). These…

Conceptual Models (WWF 2005)

Description: This document is intended as a guidance resource to support the implementation of the WWF Standards of Conservation Project and Programme Management. It is a very good resource, but predates discussion about Human Wellbeing Targets and climate change. Full…

Conservation Action Planning Handbook

Description: This handbook, tailored to The Nature Conservancy’s use, is one of the earliest manuals developed for implementing the Open Standards. The handbook is designed as a detailed “toolbox” to help you explore and apply the Open Standards step-by-step. It…

Monitoring Plan (WWF 2005)

Description: This guidance resource supports the implementation of the WWF Standards of Conservation Project and Programme Management. Although lacking in examples to illustrate the steps involved in moving from results chain to monitoring plan, it is a very good resource. …

Situation Analysis (WWF 2006)

Description: This guidance resource supports the implementation of the WWF Standards of Conservation Project and Programme Management. This guidance is very good, but it predates consideration of human wellbeing targets and climate change. Full citation: WWF. (2006). Resources for Implementing…

Targets and Target Viability (WWF 2009)

Description: This document is intended as a guidance resource to support the implementation of the WWF Standards of Conservation Project and Programme Management. It is a very good resource, but predates discussion about human wellbeing targets. The concept of “footprint”…

WWF Programme Standards: Step 1 – Define

Description: . This module was developed as part of an online learning experience to help WWF partners and staff learn how to apply Step 1 – Define of WWF’s Standards for Conservation Project and Programme Management (WWF Programme Standards or…

Goals, Objectives and Activities (WWF 2006)

Description: This guidance resource supports the implementation of the WWF Standards of Conservation Project and Programme Management. However, to be better guidance, significant updates would be required. Some featured text boxes are confusing and the ideas are better expressed in…

Scope and Vision (WWF, 2006)

Description: This guidance document supports the implementation of the WWF Standards of Conservation Project and Programme Management. Some parts of the guidance are now dated.  It could use better detail on thematic scope and in developing shorter vision statements. The…

Threat Ranking (WWF 2007)

Description: This guidance resource supports the implementation of the WWF Standards of Conservation Project and Programme Management. However, the coverage of stresses is a little short on examples, and it fails to adequately distinguish between threats and stresses Full citation:…

Defining Outcomes and Indicators (USAID 2016)

Description: This how-to guide on defining outcomes and indicators for monitoring, evaluation, and learning uses the results chains developed in the USAID results chain guide. It provides help identifying key results for developing outcome statements and indicators. It is part…

Developing Situation Models (USAID, 2016)

Description: This how-to guide focuses on how to develop situation models (aka conceptual models) to map out the biodiversity conservation problem context to be addressed. It is part of a three volume set. Full citation: United States Agency for International…

Goals and Strategies (FOS 2008)

Description: Part of the FOS Adaptive Management course, this guides the first step in developing a formal action plan – defining goals and strategies, using a marine example to illustrate points. Also included here is the breakout instructions for this…

Using Results Chains (USAID 2016)

Description: This how-to guide on results chains builds off the situation model guide. It helps design teams clearly depict the program’s theory of change by using results chains as a logic model that focuses on expected results and the programmatic…

Mongolian guidance for the Open Standards (2.0)

For a Protected Area training in the Open Standards held in in Mongolia in 2015, a Mongolian guidance version of the Open Standards (v2.0) was developed. This guidance has been approved by the Mongolian Department of Protected Areas Management. Over…