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Conduct a Situation Analysis
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.