Specify Planning Context

  1. Articulate how the planning effort is intended to benefit the organization's and/or project team's mission.
  2. Identify the scope of planning, so that it is clear what the plan covers and what it does not, and who is expected to use the plan to implement conservation strategies.
  • Statement of the scope of the planning effort
  • Statement of who is expected to implement the plan

As you and your team embark on this work, the critical first step is to ensure that everyone understands the scope and purpose of what you are undertaking, including who will be involved, and who will be using the plan. This section will help you answer those questions and lay a strong foundation for your strategy development.


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  • Specify audiences for planning and products.

  • Specify topical constraints and geographic scope.

  • Ensure that planning focuses on significant conservation challenges.

  • Consider a broad geographic scope.

  • Do a wall-to-wall analysis within your geographic scope.

Minimum Standard Questions
  1. Have the target audience(s) that are expected to take action been identified, along with a draft list of the products each needs from the planning and implementation process?
  2. Is the effort scoped to solve conservation challenges that will meaningfully benefit the organization’s mission or project team’s goals?
  3. Were existing science-based organizational analyses considered when identifying the conservation challenges or socio-ecological system to focus on?
  4. Is the geographic scope at the right scale to identify strategies that can achieve systemic change?
  5. Is the effort scoped to solve conservation challenges that will meaningfully benefit nature?
FAQS Show All
Why aren’t conservation targets (species, systems, processes, services) selected as part of scoping?
How are focal conservation challenges identified?

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