Resources

Type of resource
Filter by theme(s)

Filtered by:
  • Theme (Project Planning & Management)

Internal Document

Checklist for Running Inclusive Events

The database enables you to filter potential actions based on the type of event you are running and the specific needs of your participants. It includes tabs with more detailed guidance for particular requirements. While structured as a checklist, not every item will apply to every event or audience—use it to spark ideas as well as an aide-mémoire.
Internal Document

Guidance on Gender Transformative Approaches for conservation practitioners

An introduction to gender transformative approaches: what they are, why they are important for effective and equitable conservation, and how to promote transformative change within conservation programming.
Created: 2025-10-01 Language: EN
Internal Document

A Theory of change linking gender equity with improved conservation governance and impact: a case study of two community conservancies in Kenya

This working theory of change traces the causal pathways linking improvements in gender equity with improved natural resource governance, which in turn can lead to an improvement in conservation outcomes.
Created: 2025-10-01 Language: EN
CFC Training

Persuadir a las personas

¿Alguna vez has estado en una reunión con alguien y sabes la mejor manera de proceder... y que sería lo mejor para ellos... pero no están convencidos y simplemente... no puedes... encontrar... las... palabras... correctas...? El poder de persuadir a las personas puede ser una herramienta invaluable para apoyar el…
CFC Training

Designing an Impactful Project

This course will guide you through the basic steps of designing an impactful biodiversity conservation project, which addresses the priority needs of the area you are working in. By the end of this course you should be able to: Explain who should be involved in the project design process and…
Created: 2025-05-13 Language: EN
CFC Training

Concevoir un projet percutant

Ce cours vous guidera à travers les étapes de base de la conception d’un projet de conservation de la biodiversité ayant un impact, qui répond aux besoins prioritaires de la région dans laquelle vous travaillez. À la fin de ce cours, vous devriez être en mesure de : Expliquer qui…
Created: 2025-05-13 Language: FR
CFC Training

Diseñar un proyecto de impacto

This course will guide you through the basic steps for designing an impactful biodiversity conservation project that addresses the priority needs of the area you are working in. By the end of this course, you should be able to:
Created: 2025-05-13 Language: ES
CFC Training

Introducción a las salvaguardias sociales

Al final de este curso, deberías ser capaz de: Definir el significado de las salvaguardias sociales y la relación con «salvaguardar a niños y adultos en riesgo» Explicar cómo las salvaguardias sociales pueden contribuir a conservar la biodiversidad de forma justa y efectiva Analizar algunos de los riesgos, costes y beneficios para las partes interesadas locales que podrían surgir por las estrategias de conservación habituales Enumerar las herramientas habituales que pueden ayudarnos a aplicar las políticas y los procedimientos de las salvaguardias sociales
Created: 2025-04-01 Language: ES
CFC Training

Uma Introdução às Salvaguardas Sociais

Ao final deste curso, você deve ser capaz de: Definir o significado das Salvaguardas Sociais e a relação com a “salvaguarda de crianças e adultos em risco” Explicar como as Salvaguardas Sociais podem contribuir para a conservação justa e eficaz da biodiversidade Analisar alguns dos riscos, custos e benefícios para as partes interessadas locais que podem surgir como resultado de estratégias comuns de conservação Listar as ferramentas comuns que podem nos ajudar a aplicar políticas e procedimentos de Salvaguardas Sociais
Created: 2025-04-01 Language: PT
CFC Training

Salvaguardias sociales: una introducción a los mecanismos de resolución de agravios

Al final de este curso, debería poder: Explicar qué es un mecanismo de resolución de agravios Describir cómo dicho mecanismo puede ayudarnos a garantizar que las actividades de conservación sean justas y efectivas Reconocer qué constituye un agravio relacionado con la conservación Identificar ejemplos de buenas prácticas en el diseño y la implementación del mecanismo de resolución de agravios aplicando cinco principios clave
Created: 2025-04-01 Language: ES
CFC Training

El género en los proyectos de conservación

Le damos la bienvenida a este curso sobre el género en los proyectos ecológicos. Hemos diseñado este curso como una introducción al género en el contexto de la protección del medioambiente, incluidas algunas sugerencias sobre cómo puede promover la equidad de género en sus proyectos. Al final de este curso, debería ser capaz de definir el «género» y la terminología relacionada identificar las formas en que el género afecta a la experiencia de las personas en materia de conservación explicar cómo tener en cuenta el género puede hacer que los proyectos de conservación sean más equitativos y eficaces y tengan mejores efectos identificar las cuestiones de género y cómo abordarlas
Created: 2025-04-01 Language: ES
CFC Training

Una introducción a la implicación de las partes interesadas

¿Alguna vez ha tomado una decisión por su cuenta que le haya afectado negativamente? ¿Cómo se sintió? Este curso analiza la implicación de las partes interesadas, con un énfasis particular en las partes interesadas de la comunidad. Veremos por qué la implicación de las partes interesadas es crucial para una protección eficaz y equitativa y cómo podemos involucrarnos de manera más efectiva con las partes interesadas de la comunidad.
Created: 2025-04-01 Language: ES
CFC Training

Une introduction à l'engagement des parties prenantes

Avez-vous déjà eu une décision prise en votre nom, qui a eu un impact négatif sur vous ? Qu'avez-vous ressenti ? Ce cours explore l'engagement des parties prenantes, avec un accent particulier sur les parties prenantes communautaires. Nous verrons pourquoi l'engagement des parties prenantes est crucial pour une conservation efficace et équitable, et comment nous pouvons nous engager plus efficacement avec les parties prenantes communautaires.
Created: 2025-04-01 Language: FR
CFC Training

Введение в социальные гарантии

Добро пожаловать на курс «Введение в социальные гарантии». К концу этого курса вы сможете: Давать определение социальным гарантиям и понимать взаимосвязь с «защитой детей и взрослых, подверженных риску» Объяснять, как социальные гарантии могут способствовать справедливому и эффективному сохранению биоразнообразия Анализировать некоторые риски, издержки и выгоды для местных затрагиваемых групп, которые могут возникать в результате использования общих природоохранных стратегий Перечислять общие инструменты, которые могут помочь нам в применении политики и процедур социальных гарантий Чтобы начать, нажмите на первый раздел ниже или «Начать сессию».
Created: 2025-04-01 Language: RU
Video

Introduction to Good Grant Management

This webinar recording covers: - Roles and Responsibilities in Grant Management - How to review a Grant Agreement - Procurement - Supporting Documentation Presented by Dr. Chloe Hodgkinson, Head of Learning and Partner Development, Fauna & Flora
Created: 2025-04-01 Language: EN
Video

Introduction to Social Safeguards

This webinar provides an overview of Social Safeguards. It will explain the link between Social Safeguards and organisational resilience; talk about the common tools that can help us apply Social Safeguards in conservation projects; and discuss issues and challenges around the practical development of Social Safeguards.
Video

Introduction to Good Organisational Risk Management

A webinar recording which takes viewers through: - The different stages of the organisational risk management process - How to identify, assess an dprioritise risks faces by their organisation - How to create a basic risk register Delivered by Dr. Chloe Hodgkinson, Head of Learning and Partner Development, Fauna & Flora.
Internal Document

Developing a theory of change with a biodiversity focus resource for Facilitators

This resource should be used as the facilitators notes for 'Developing a Theory of Change with a Biodiversity Focus'. This resource includes prompts, spaces to write notes, and reflections.
CFC Training

Good Fund Management: Module 4

The fourth and final module of this course, covering what happens at the end of a funding period.
Created: 2024-10-11 Language: EN
Internal Document

Project Management for Wildlife Conservation

Professional guidence on managing any type of conservation project.
External Website

WildTeam training for conservation professionals

We provide regular online training in the following topics: Project Management for Wildlife Conservation: In this course you will learn how to manage a conservation project from start to finish. Project management is a fundamental skill that all conservationists need to help manage their work effectively. For that reason it…
CFC Training

Introduction to Social Safeguards

Welcome to this Introduction to Social Safeguards course. By the end of this course, you should be able to: Define the meaning of Social Safeguards and the relationship with “safeguarding of children and adults at risk” Explain how Social Safeguards can contribute to fair and effective biodiversity conservation Analyse some…
Created: 2023-11-16 Language: EN
CFC Training

Good Fund Management: Module 3

During this module we will continue to look at key areas of importance during fund implementation. By the end of this module, you should be able to: Explain how a strong relationship with a funder is created and maintained Describe best practice in terms of fund monitoring and reporting Identify…
CFC Training

Good Fund Management: Module 2

In this online e-learning module, we will cover procurement, authorisation procedures and supporting documentation. By the end of the module you should be able to: Describe what procurement is and basic best practice principles Identify problematic spending patterns Identify common supporting documents requested by funders and where to keep them
Created: 2023-11-09 Language: EN
CFC Training

Good Fund Management: Module 1

This course introduces you to the general principles of good fund management. It aims to ensure that funds are used effectively for conservation and fulfil both your, and stakeholders', conditions and expectations. By the end of this module, you will be able to: Identify the differences between a contract and…
Created: 2023-11-09 Language: EN
CFC Training

Outputs, outcomes, impacts, oh my

Have you ever been confused about the difference between outputs, outcomes, and impacts? If so, then you've come to the right place.  This short course aims to help you apply these terms to create strong, clear project designs and logical frameworks.
Created: 2023-11-07 Language: EN
CFC Training

Social Safeguards: An introduction to Grievance Mechanisms

By the end of this course, you should be able to: Explain what a Grievance Mechanism is Describe how such a mechanism can help us ensure conservation activities are fair and effective Recognise what constitutes a conservation-related grievance Identify examples of good practice in Grievance Mechanism design and implementation by…
Created: 2023-06-23 Language: EN
External Document

Idea Screening and Selection for Sustainable Innovation

This template helps you assess new opportunities and initiatives against core purpose, values, capacity and external developments.  It is used to support your board, teams and other stakeholders when considering new developments, projects or funding opportunities. 
Internal Document

Developing a Theory of Change: Workshop Guidance Notes

A theory of change (ToC) is a system of ideas intended to explain how we think change happens or will happen in the area we want to address, and how we intend to work to influence these changes. It can be a powerful approach to support programmatic and organisational learning and adaptation processes.
External Website

An Introduction to Proposal and Report Writing

The Introduction to Proposal and Report Writing module is a stand alone module linked to HOP Fundamentals, an open-access, self-paced catalogue of quality assured and interactive learning modules, curated by partner providers or created by Save the Children. Approximately 1 to 2 hours. You can exit at any time and when you return, the module will take you to where you left off. You will be able to download a certificate once you have have completed all of the modules within the programme.
External Website

Innovative M&E from the Sandbox and beyond

Who would find this resource useful? Organisations, movements, and people who aim to contribute towards, monitor and measure systems change or transformation. An organisation would use this resource when... ...they want to learn from new ways of doing monitoring and evaluation (M&E) that are coherent with the complex nature of…
External Website

Stories and numbers: Collecting the right impact data

On 30 September 2015, NPC held a seminar on how charities can decide what types of impact data to collect. The event took place as part of our four-part impact measurement seminar series, designed to give charities an introduction to various aspects of impact measurement. This report highlights the main themes discussed and summarises advice from our speakers, drawing on the experience of those in attendance.
CFC Training

Learning from failure

This online e-learning course focuses on learning from failure. By the end of the session you should be able to: Explain the importance of learning from failure; List factors which prevent us learning from failure in conservation; Identify how you can improve team culture in terms of recognising and exploring failure; and Identify specific systems and tools which can help you lead learning from failure
Created: 2022-12-20 Language: EN
External Website

Monitoring and Evaluation for Wildlife Conservation

The purpose of this best practice is to provide conservationists with guidance on how to plan their monitoring and evaluation activities and report on the success of their work in terms of the impact achieved.
Internal Document

BirdLife Project Toolkit

This toolkit aims to help project teams deal with and manage the complexity of conservation challenges. Providing a set of flexible methods and tools to identify solutions to conservation problems and implement these in way that will maximise impact, collaboration and learning.
Created: 2022-07-15 Language: EN
CFC Training

An introduction to stakeholder engagement

Have you ever had a decision made on your behalf, which went on to negatively impact you? How did it make you feel? This original online e-learning course explores stakeholder engagement, with a particular emphasis on community stakeholders. We'll look at why stakeholder engagement is crucial to effective and equitable…
Created: 2022-07-06 Language: EN
External Document

Stakeholder engagement for wildlife conservation

Providing guidance and best practice for engaging any kind of stakeholder for any type of conservation project.
Created: 2022-03-16 Language: EN
External Website

PESTLE Analysis

A PESTLE analysis is a framework to analyse the key factors (Political, Economic, Sociological, Technological, Legal and Environmental) influencing an organisation from the outside. It offers people professionals insight into the external factors impacting their organisation. The analysis is flexible, so organisations can use it in a range of different scenarios. People professionals and senior managers can use the results to guide strategic decision-making.
External Website

Safeguarding resources

An organisation might use this resource when those within the organisation need to understand what safeguarding is and access guidance resources, and tools to help improve safeguarding policies and practices within the organisations and throughout their programmes of work. 
External Website

The M&E Universe

The M&E Universe is a free, online resource developed by INTRAC to support development practitioners involved in monitoring and evaluation (M&E). It consists of a series of short papers (2-6 pages) on different subjects related to M&E. The M&E Universe has specifically been designed to support civil society organisations (CSOs) and draws many of its examples from the work of NGOs and other types of CSO.
Case Study

Partnerships Action Plan / Plano de Ação para as Parcerias (English & Português)

Title Chauá Society's partnership management action plan, as part of its strategic plan   Chauá Society Founded in 2003, after six years of informal existence, the Chauá Society is a non-profit organisation whose mission is to be a reference institution in nature conservation, integrating scientific research, training, development and implementation…
External Document

Behaviour Change Toolkit

This toolkit gives you the know-how you need to understand people’s behaviours and to help them to make positive changes in their lives. It should be used when preparing programme strategies, developing project proposals, and reviewing the quality of your interventions. Understanding exactly which factors prevent people from practising the promoted…
External Website

Workshop Bank

This website provides users with a wide range of online learning tools related to facilitation. These are particularly valuable if you have complex organisational issues to resolve, problems with team members and social cohesion, or a complex problem you need to solve with the help of many different stakeholders. On…
External Website

Measuring Impact

Need to measure the impact of your intervention on biodiversity conservation, but don't know where to start? This pdf document has been produced by the social science sector, outlining in great detail how impact measurement is conducted today - it can be applied to many conservation projects, and is particularly useful for…
Internal Document

Funding Tracker - Organisational vs. Programme

Organise your fundraising work by prioritising it according to your organisation as a whole. It may be divided into two different sections: Organisational needs All the items (people’s salaries, services, travel, materials, equipment) needed to be able to run the basic office/programme activities) Programme needs All the items (people’s salaries, services,…
Internal Document

Guidance on using Funding Grids

This word document is to be used with the funding tracker template found in the tools section of this website. It will guide you through the process on how to use these templates on excel.  
Internal Document

Funding Tracker

Organise your fundraising work into one concise and simple to use excel document. The funding tracker allows you to catalogue all your funding proposals into one sheet, and manage them according to fund type, programme type, author, start and end dates, and funding status. This template could be very useful…
Internal Document

Financial Strategy Template

Need to outline your financial strategy but don’t know where to start? This template is an example of a typical financial strategy for an NGO. It details different sections which are valuable to include, along with supplying advice on what to consider when writing one, and how to describe and…
Internal Document

Annual Work Plan Tool

If you are looking for an easy way to organise your annual work plan, so that you can better manage your daily, weekly, and monthly activities, then this excel spread sheet may help!  
Internal Document

Time Management Tools

Who would find this resource useful? Anyone trying to manage their own - or their team's - workload and time management   An organisation might use this resource when…. Reviewing workloads, allocating tasks to staff, planning or implementing projects or developing internal capacity development plans   How can this resource…
External Website

Impact Builder

Who would find this resource useful? An organisation requiring a structured and efficient process to monitor and evaluate their projects and programmes. An organisation might use this resource when… …there is a need to identify and measure indicators and outcomes, recording the impact of projects with the aim of reviewing…
External Document

What We Know About Exit Strategies: Practical Guidance For Developing Exit Strategies in the Field

The goal of this guidance document is to improve our collective understanding and ability to develop and implement sound Exit Strategies from Developmental Relief Programs. The topic of ‘Exit Strategies’ confounds and eludes emergency and development practitioners alike. In the dynamic context of southern Africa, the mere mention of ‘an…
External Document

Training Design and Facilitation - A Trainer’s Manual

From the original document: This section of the course manual, Adapting to a Changing Climate, contains three sessions intended to assist the trainer in both designing and delivering a successful training workshop. These sessions on Training Design and Facilitation Skills are intended to be delivered as part of the training of trainers…
External Document

Facilitating stakeholder workshops

Stakeholder workshops are increasingly used in research projects, yet despite planning and preparation an event can falter due to poor facilitation, leading to confusion and disengagement of stakeholders. Many researchers mistakenly think that because they are good at chairing meetings with academics, they can facilitate a stakeholder workshop.
External Document

Multi-Criteria Decision Analysis

What is Multi-Criteria Decision Analysis (MCDA)?   MCDA (also called Multi-Criteria Evaluation/Analysis or Multi-Criteria Decision Modelling) is a tool for exploring issues and making decisions that involve multiple dimensions or criteria. It allows economic, social and environmental criteria, including competing priorities, to be systematically evaluated by groups of people. Both quantitative and qualitative data can…
External Document

Organising stakeholder workshops

Who would find this resource useful? Any organisation working with externals.   An organisation might use this resource when…. ...designing or planning a stakeholder workshop, to make sure it's tailored to the right audience and content.   How can this resource help? This small guidance document is an annex to…
External Document

Budgeting

Who would find this resource useful? This toolkit is aimed at those who have limited or no experience of budgeting. Perhaps you have not been involved in running an organisation or project before, or not been involved in the financial management side before. Now you are faced with budgeting and…
External Document

Project Budget Management

Who would find this resource useful? Conservation and development professionals and organisations responsible for developing and managing budgets   An organisation might use this resource when…. Developing budgets based on project plans or strategic plans   How can this resource help? It provides detailed guidance to developing a budget
Created: 2014-10-08 Language: EN
External Website

Mind Tools

Who would find this resource useful? Anyone who wants to learn the practical, straightforward skills you need to excel in your career   An organisation might use this resource when…. Individuals in that organisation are looking to be more effective, be a better manager and leader, or be more successful…
External Website

Conservation Leadership Programme

Who would find this resource useful? Organisations or individuals looking for opportunities to build their conservation leadership capacity   An organisation might use this resource when…. Looking for development opportunities for young conservation staff or volunteers   How can this resource help? By linking you to funding opportunities for leadership…
Created: 2014-10-07 Language: EN
External Document

How to Monitor and Evaluate Advocacy

Who would find this resource useful? This toolkit should be useful to anyone working in an organisation or project who is concerned about the efficiency, effectiveness and impact of the work of the project or organisation.   An organisation might use this resource when…. This toolkit will be useful when:…
Internal Document

Institutional Fundraising for Conservation Projects

Who would find this resource useful? This step-by-step guide is designed to improve your success rate at institutional fundraising, by showing you how to plan high-quality projects, how to translate them into excellent funding proposals, how to develop constructive enduring donor relationships, and how to draft short- and long-term fundraising…
Created: 2012-12-11 Language: EN , ES
External Website

PM4DEV - Project Management for Development Organisations

Who would find this resource useful? Conservation and development professionals and organisations who do not have significant resources to pay for training or do not have access to local training. An organisation might use this resource when…. Looking to enhance project management skills of its staff. How can this resource…
Created: 2012-11-13 Language: EN
External Document

Guidelines for Preparing a Design and Monitoring Framework

Who would find this resource useful? Program and project team leaders, team members, consultants implementing development projects An organisation might use this resource when…. It wants to undergo a rigorous planning process to work with stakeholders to understand the complexity of issues, determine appropriate objectives, and select the most suitable…
External Document

Action Planning

Who would find this resource useful? Those who have had only limited experience in planning, are still unsure of how to plan your activities, or feel unsure that you are “doing it right” An organisation might use this resource…. When you need to plan operationally, on the basis of a…
External Document

Planning Overview

Who would find this resource useful? Those who have had only limited experience in planning An organisation might use this resource when…. When you need to plan strategically as well as operationally and to make a distinction between the two. When you need some ideas to help you plan a…
External Document

Making Connections: Theory of Change for Planning and Evaluation

Who would find this resource useful? Voluntary or community sector organisations. An organisation might use this resource when…. …wanting to bring about change – whether at an individual, organisation, community or policy level. How can this resource help? This guide is an introduction to the ‘theory of change’ approach to…
Internal Document

Conservation Project Manual (Spanish)

Who would find this resource useful? Conservation project leaders and their teams who have responsibility for planning and implementing projects, especially non-specialists who have received no formal training in project planning. An organisation might use this resource when…. At any stage during the life cycle of small to medium-scale conservation…
Internal Document

Conservation Project Manual (Russian) / Руководство по природоохранным проектам (на русском языке)

Who would find this resource useful? Conservation project leaders and their teams who have responsibility for planning and implementing projects, especially non-specialists who have received no formal training in project planning. An organisation might use this resource when…. At any stage during the life cycle of small to medium-scale conservation…
Internal Document

Conservation Project Manual (Chinese) / 保育項目手冊 (中文)

Who would find this resource useful? Conservation project leaders and their teams who have responsibility for planning and implementing projects, especially non-specialists who have received no formal training in project planning. An organisation might use this resource when…. At any stage during the life cycle of small to medium-scale conservation…
Internal Document

Conservation Project Manual

Who would find this resource useful? Conservation project leaders and their teams who have responsibility for planning and implementing projects, especially non-specialists who have received no formal training in project planning. An organisation might use this resource…. At any stage during the life cycle of small to medium-scale conservation projects…