1. Define | Design | Implement | Analyze and Adapt | Share

1.1

Team Composition and Operations

• Selection of project team and leadership

• Informal or formal team agreement for project

• Team Composition and Operations (G)

• Stakeholder Analysis (G)

• WWF Indigenous Peoples Policy (G)

• Concept Form (T)

• Terai Arc Landscape (team composition)

• Congo TRIDOM Landscape (stakeholder analysis)

1.2

Scope and Vision

• Brief scope

• Vision statement

• Map and/or detailed spatial assessment if appropriate

• Scope and Vision (G)

• Spatial Assessment for Terrestrial Ecoregions (G)

• Spatial Assessment for Freshwater Ecoregions (G)

• Mesoamerican Reef Ecoregion (scope, vision & spatial assessment)

• Klamath-Siskiyou Ecoregion (spatial assessment)

1.3

Targets

• Selection of a limited number of biodiversity or thematic targets

• A brief explanation of why each target was chosen

• Identification of Key Ecological Attributes for each target if appropriate

• Targets (G)

• Bering Sea Ecoregion (targets & Key Ecological Attributes)

• Terai Arc Landscape (targets)

1.4

Context and Stakeholders

• Stakeholder analysis

• Identification of direct threats affecting each target

• A ranking of the direct threats

• Analysis of indirect threats and opportunities behind each direct threat

• Stakeholder Analysis (G)

• Situation Analysis (G)

• Conceptual Models (G)

• Threats Ranking (G)

• Threat Ranking Template (T)

• Congo TRIDOM Landscape (stakeholder analysis)

• Bering Sea Ecoregion (situation analysis & conceptual model)

• Mesoamerican Reef Ecoregion (situation analysis, conceptual model & relative threats ranking)

• Terai Arc Landscape (root cause analysis)

Define | 2. Design | Implement | Analyze and Adapt | Share

2.1

Action Plan: Goals, Objectives and Activities

• Goals for all biodiversity targets

• Objectives for threats and opportunities

• Activities for all objectives

• Results chains or other description of assumptions

• Goals, objectives, and activities compiled in your action plan/logframe

• Action Plan (G)

• Results Chains (G)

• Logical Framework Analysis (G)

• Communications Results Chains (G)

• WWF-NL Strategic Principles

• WWF-US Overarching Goal and Strategies

• Mesoamerican Reef Ecoregion (results chains & action plan)

• Terai Arc Landscape (logframe)

2.2

Monitoring Plan

• Indicators to track progress of each goal, objective, and activity

• Brief descriptions of methods to collect data for each indicator

• When, where, and by whom each kind of data will be collected

• Description of how data will be stored and analyzed

• Monitoring Plan (G)

• Mesoamerican Reef Ecoregion (biological & goal/objective-based activity monitoring)

• Terai Arc Landscape (partner activity monitoring)

2.3

Operational Plan

• Estimates of capacity needs and gaps required to implement your project

• Estimate and analysis of financial resources required to implement your project

• An assessment of potential risks and specific mitigation strategies

• An exit strategy, if appropriate

• Operational Plan (G)

• Programme Capacity Assessment Template (T)

• Financial Modeling Template and Case Study (T)
  
• Risk Ranking and Mitigation Template (T)

• Bering Sea Ecoregion (capacity assessment)

• Mesoamerican Reef Ecoregion (budget-based financial model)

• Terai Arc Landscape (activity-based financial model)

• Amazon Region Protected Areas (activity-based financial model)
• Mozambique Conservation Areas (budget-based financial model)
• California Environmental Associates Wakatobi (single PA financial model)
• Other Financial Model Templates
• Congo TRIDOM Landscape (risk assessment)
• South Africa (risk assessment)

Define | Design | 3. Implement | Analyze and Adapt | Share

3.1

Workplans and Budgets

• Detailed workplan for your project showing tasks, who will do them, and by when

• Supporting management and tracking tool, such as a Gantt chart or calendar of project activities

• Project budget

• Budgets and Workplans (G)

• Workplan Template (T)

• Budget Template (T)

• Bering Sea Ecoregion (workplan)

• Congo TRIDOM Landscape (workplan)

3.2

Fund Raising and Sustainable Financing

• Potential funding sources identified and if needed, a sustainable funding plan developed

• Funding proposals developed and submitted

• Financial resources obtained

• Fund-raising (G)

• Conservation Finance (G)

• WWF Internal Proposal Form (T)

• Contact Development, Government Aid Agency & Sustainable Finance Departments in WWF-I, WWF-US & WWF-UK

3.3

Capacity Building

• Capacity assessments reviewed and completed

• Strategies developed and implemented to address capacity shortfalls

• Programme Capacity Assessment Template (T)

• Capacity Building (G)

• Bering Sea Ecoregion (capacity assessment)

3.4

Partnerships

• New partners identified and brought into programme as appropriate

• Informal or formal arrangements with partners developed and implemented

• A structure for work management, decision-making, accountability, communication, and monitoring among programme team members

• Partnerships and Partner Management (G)

• Partner Governance Mechanism Template (T)

• Terai Arc Landscape (partner governance)

• South Africa (partner governance)

• Amur-Heilong (partner governance)

Define | Design | Implement | 4. Analyze and Adapt | Share

4.1

Manage Incoming Data on an Ongoing Basis

• Development and regular use of systems for collecting and storing data

• Manage Incoming Data (G)

• Contact Science, Finance and Administration & Operations Departments in WWF-I, WWF-US & WWF-UK

4.2

Analyze Project Results and Assumptions

• Regularly scheduled analysis of project results and assumptions

• Documentation of analysis and decisions

• Regular reports to project team members and key stakeholders

• Analyze Project Results and Assumptions (G)

• Technical Project Report Template (T)

• Contact Science, Finance & Administration, and Operations Departments in WWF-I, WWF-US & WWF-UK

4.3

Analyze Operational and Financial Functions/ Performance

• Appropriate scheduled analyses of operational and financial data

• Regular financial reports (including financial forecasts)

• Analyze Operational and Financial Functions/ Performance (G)

• Contact Finance and Administration and Operations Departments in WWF-I, WWF-US and WWF-UK

• Sample R3 Report

4.4

Adapt Your Plans and Budgets

• Revised workplans and budgets

• Adapt Your Plans and Budgets (G)

• Contact Science, Finance and Administration & Operations Departments in WWF-I, WWF-US & WWF-UK

Define | Design | Implement | Analyze and Adapt | 5. Share

5.1

Lessons and Good Practice

• Documented lessons and good practice

• Sharing Lessons (G)

• See Sharing Lessons Guidance for short examples

5.2

Formal Communication Strategy and Products

• Identification of key audiences

• Development of communications strategy

• Development and distribution of communications products

• Formal Communications Products (G)

• Communications Strategy Template (T)

• See Formal Communication Strategy and Products Guidance for short examples

5.3

Feedback, Evaluations and Audits

• Feedback

• Evaluations and/or audits

• Feedback, Evaluations and Audits (G)

• Evaluations Terms of Reference (T)

• Self Audit Tool (T)

• Audit Tool (T)

• Colombia Social Change Programme(evaluation)

• Minshan Panda Programme (evaluation)

5.4

Performance and Learning Culture

• Demonstrated commitment from leaders to learning and innovation

• Performance and Learning Culture (G)

• See Performance and Learning Culture Guidance for short examples