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.

Healthy Country Planning

Healthy Country Planning is an adaptation of the Open Standards developed for use in participative and cross-cultural situations. The language of the OS have been translated into simpler terms, a colour coding system adopted and a flow chart of how all…

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…

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,…

USAID – Effectiveness of Enterprises as a Conservation Strategy

The USAID initiative – Learning Group Explores the Effectiveness of Enterprises as a Conservation Strategy, received an Honorable Mention in the 2018 Case Study competition. The team working within USAID developed a Conservation Enterprise Learning Agenda that defines a theory…

From Great Conversation to Great Conservation -Bat Conservation International

From Great Conversation to Great Conservation, the Bat Conservation International entry gained an Honorable Mention in the 2018 Case Study Competition. Key lessons learned by Bat Conservation International were that they benefited from the OS by: Providing a rapid transition…

Yourka Reserve: 3rd Place in 2018 Case Study Competition

Bush Heritage Australia, with their Yourka Reserve – A Unique Tropical Savanna Ecosystem came third in the 2018 Case Study Competition. Key lessons gleaned in this case study were: Don’t let lack of knowledge impede action – focus initially on threat…

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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…