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.

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…

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,…

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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…