Designing Monitoring and Evaluation Approaches (FOS 2019)

This guide provides an excellent high-level overview of monitoring and evaluation design concepts. It clarifies that teams should consider their resources and need for precision and establishing causality when choosing their M&E design. This guide is not intended to be…

Conservation Actions Classification (V1.0)

Click for the current Version 2.0 of the Conservation Actions Classification  The following classification is Version 1.0 How Do We Define “Actions”? Conservation Actions are interventions undertaken by project staff or partners designed to reach the project’s objectives and ultimate…

Healthy Country Planning

Healthy Country Planning is an adaptation of the Open Standards developed for use in participative and cross-cultural situations – typically with Indigenous communities. To better enable this, the language of the OS has been translated into simpler terms, a colour coding…

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…

CAP Excel workbooks

Conservation Action Planning (CAP) is a well-spring of the Open Standards, and was codified in an online CAP Excel workbook. Here we give access to both the original and an updated version of the CAP Excel workbook, which can now…

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…

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…

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…

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…

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. …

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…

Conservation by Design 2.0 Guidance Document (V1.0)

TNC presents this guidance as an evolution in the conservation approach of the Conservancy and the Open Standards more generally. It is centered on four topics: 1) explicit consideration of linkages between people and nature, 2) design interventions focused on…

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…

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…

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 Actions and Measures Library

The Conservation Actions and Measures Library (CAML) is an open-source library of Miradi results chains for the most common conservation actions. CAML is based on the idea that we can be more efficient and effective by learning from one another.…