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.

Proyecto Titi: 2nd Place in 2018 Case Study Competition

Using an Adaptive Management Approach to Expand Efforts to Save Cotton-top Tamarins in Northwest Colombia, by Proycto Titi won second place in the 2018 Case Study Competition. Key lessons arising from the case study were: Good adaptive management was shown…

The Road Traveled in Chile: Winner Case Study Competition 2018

The inspiring Road Traveled in Chile:Lessons and Challenges in Strengthening Adaptive Management in a National System of Protected Areas won the 2018 Case Study Competition handsomely. Click here for the entry showing how the National Forestry Corporation (CONAF): Used the Open…

Promoting Change in Cause-Driven Organizations (Stewart 2017)

This document briefly describes the challenge of promoting change in cause-driven organizations.  It is written for practitioners who are working on broader adoption and institutionalization of the Open Standards in their organizations.  The document introduces interesting concepts and ideas but…

Open Standards Support for Business Performance and Reporting (Stewart 2017)

This is an excellent document that aims to show how the Open Standards supports improved performance in conservation organizations.  It describes the Performance Imperative and other frameworks designed to help non-profit organizations measure and improve their performance and it shows…

Summary of Practices: Summary of Key Findings from Fulbright Scholarship (Stewart 2017)

This is a good high-level reference document that helps staff in different roles (including management and support) determine where they can find more information to help them promote and/or understand the potential behind the Open Standards. It identifies several barriers…

Fundraiser’s Guide to the Open Standards (Stewart 2017)

This is a great resource for fundraisers who are looking to identify funds for specific projects. It helps them understand the key characteristics of projects developed with the Open Standards so that they can judge and then pitch the quality…

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…

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Operationalizing the Open Standards (Stewart 2017)

This is an excellent guide that explains how to use Open Standards’ supporting systems, Miradi and Miradi Share, to manage project information. In particular, it provides guidance on using Miradi and Miradi Share for work planning, budgeting, and reporting across…

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…