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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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