- Assemble a diverse team, ideally including key stakeholders
- Identify primary interests, including conservation targets and human (i.e., social, economic) interests
- Diagram relationships between primary interests and drivers of change that create challenges, considering both current conditions as well as emerging trends that may have significant impacts in the foreseeable future
- Review and synthesize evidence to ensure all major links have been represented; document evidence review methods and sources
- Validate the situation analysis diagram with key stakeholders, including those who are not on the conservation team
- Synthesize evidence to identify strongest intervention points for each primary interest
- Elevate and summarize the biggest conservation challenges and linked human interests
- Identify key additional partners needed for addressing the biggest challenges.