Project Planning

How we approach project planning:

The core Conservation Standards are five steps, components of which (“Implement”, “Analyze”, and “Share”) extend deep into the lifespan of your project:

  • Purpose & project
  • Scope, vision, & targets
  • Critical threats
  • Conservation situation
  • Goals, strategies, assumptions, & objectives
  • Monitoring plan
  • Operational plan
  • Work plan & timetable
  • Budget
  • Implement plan
  • Prepare data
  • Analyze results
  • Adapt plans
  • Document learning
  • Share learning
  • Foster learning

We propose a condensed and distilled version of the Conservation Standards. We have found success with planning teams using a four-step project planning framework which takes the first two steps from the Conservation Standards, and breaks them down into this:

Four-Step Planning Framework

Describe the community you serve and describe its viability with sociological and environmental information

What are the trends for your community and its environment? What is driving them? How are they measured?

What elements of your community will you improve? What downward trends will you reverse? How will you do it?

How ill you measure your impact, deploy resources, and improve your efficiencies over time?

The City Greener Strategies four-step planning framework is scalable, it can form the basis of plans for projects of all types and sizes. These project plans can inform policy, advocacy, organizing, capital investment, staff recruitment, and fundraising.

As appropriate, City Greener Strategies works with clients to use logic models, such as situation analysis and results chains, to promote critical thinking about your community and your work. These tools facilitate shared learning and systems-level thinking.

Note that this framework prepares you to analyze and adapt your work in the subsequent months and years after completing your project plan. Monitoring your work, outputs, and outcomes may be an important component of your plan, which may be a new area for you and your team to consider.

We may use Miradi, a desktop-based conservation planning tool, with you and your team to document your conceptual thinking, your goals, and your proposed work. Some teams might find the visual representation of the plan a powerful way to understand your shared thinking, while others may prefer written or tabular information. We are happy to document your thinking and your plan in a format that your team is most likely to use and apply in their work.

We can go as deep with you into the planning cycle (e.g. into timelines and budgets) as you require. Click the “Contact Us” link to start the conversation about your project and your needs. No matter your challenges or opportunities, we promise you will develop a clear path forward that demonstrates results in your community.