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Oryx Journal: Capacity for Conservation articles

This collection of papers acknowledges the challenges to build sufficient conservation capacity to deliver effective, timely nature protection at the scale needed.  Each article however, demonstrates a clear understanding of the task ahead and provides evidence to support many of the approaches being taken to tackle these challenges. 
External Document

Governance: a guide for international NGOs

Who would find this resource useful? Trustees of large and international not-for-profit organisations. An organisation would use this resource when... …looking to develop a framework for governance best practice and practically applying these principles to the everyday operations of your organisation. How can this resource help? Each section within the…
External Document

Oryx Journal paper: What makes conservationists persevere? Resilience strategies at work

Resilience (i.e. positive adaptation to professional challenges) can help individuals thrive in their roles. We interviewed 22 conservationists with professional experience working in low-income countries with high biodiversity and explored what helped and what hindered them in their work. We used thematic analysis to identify factors related to positive and negative psychological states and strategies to promote resilience at work. The results revealed factors that were associated with positive psychological states, including achievements and recognition for work.
External Website

Monitoring, evaluation and learning: a toolkit for small NGOs

This toolkit, written by Anne Garbutt, is a concise guide to monitoring, evaluation and learning (MEL), intended specifically for use by small non-governmental organisations (NGOs). The toolkit is one of five produced as part of the Strengthening Small Organisations with Big Ambitions project (2021-22), which aimed to strengthen small UK-based NGOs working in…
External Website

Strategic planning: a toolkit for small NGOs

This toolkit, written by Rick James, is a concise guide to strategic planning intended specifically for use by small non-governmental organisations (NGOs). The toolkit is one of five produced as part of the Strengthening Small Organisations with Big Ambitions project (2021-22), which aimed to strengthen small UK-based NGOs working in international development. However,…
Created: 2022-07-05 Language: EN
External Website

Partner capacity strengthening: a toolkit for small NGOs

This toolkit, written by Catherine Squire, is a concise guide to partner capacity strengthening intended specifically for use by small non-governmental organisations (NGOs). The toolkit is one of five produced as part of the Strengthening Small Organisations with Big Ambitions project (2021-22), which aimed to strengthen small UK-based NGOs working in international development.…
External Website

The RAPID Decision-Making Tool for Nonprofits

RAPID® is a way to assign roles in a decision process. It helps clarify who provides input to a decision, who shapes the decision and ultimately decides on it, and who carries out the decision once it is made.
External Website

Developing and modelling a positive safeguarding culture: A tool for leaders

A tool to help facilitate honest discussion and generate conversations to support teams or organisations to make important culture changes within their working environments in relation to safeguarding.
External Document

CEPF Gender Toolkit

This gender toolkit is intended to provide guidance for CEPF applicants and grantees in understanding and integrating gender into their conservation projects. It is also useful however for all conservation practitioners  for gender integration in projects! 
Support Organisation

Maliasili resources

Maliasili is an online platform which aims to enable talented local conservation organisations to become more effective at what they do, overcome their challenges, and achieve greater impact. Their wide range of free resources are designed to build organisational capacity.
External Document

Guidelines for Integrating Gender & Social Equity Into Conservation Programming

This document aims to guide conservation practitioners in recognising, understanding and integrating gender and social equity dimensions into community-based conservation projects. 
Internal Document

Governance and NGOs Strengthening the Board

A workshop designed to build the capacity of boards of directors and support them in developing and sharing models of good governance practice.
Created: 2021-09-27 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.
External Website

visit.org

Visit.org work to enhance the mission of impactful social organizations by facilitating mutually beneficial interactions between people and communities around the world. They do so by helping companies discover & book hundreds of carefully curated social impact team experiences led by & benefiting local nonprofits and social ventures.
External Document

Understanding Impact

Using your theory of change to develop a measurement and evaluation framework.  This guide is for charitable service providers who seek to evaluate their work or measure their impact. ‘Measuring’ in this instance means using data and evidence, both quantitative and qualitative, to gain useful insights about a charity’s work.…
Case Study

Skills Mapping & Prioritisation for the Pogány-havas Association

Synopsis  The Pogány-havas Association works to conserve mountain hay meadows in Romania, which are among the most biodiverse in Europe but are at immediate risk from abandonment or conversion into sheep pasture.  With a broad mandate and many varied projects, we were overwhelmed by a sense of obligation to communicate and justify…
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…
Internal Document

Designing Comprehensive Partnering Agreements

As the number and complexity of partnerships has grown, so has our understanding of the principles and processes by which they work and can become successful. While partnering theory has been developed directly from practice, it is rare for that theory to be backed up by evidenced academic research. This publication demonstrates an effort to…
Internal Document

Stakeholder analysis presentation

Who would find this resource useful? Any organisation wishing to clarify the content and scope of their stakeholder influence. An organisation might use this resource when... ...their organisation would like to adopt a more strategic approach and use resources more efficiently, by actively choosing key stakeholders upon whom to focus. How…
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

Policies and Procedures - Sections Template

Is your NGO starting to grow or are you just starting out, and need to outline internal policies and procedures? This document outlines different sections typically found in a Policy & Procedures manual, highlighting sections such as general principles, banking & cash management, statutory compliance and many others.  
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

Organisational Roles - Template and Outline

Is your NGO starting to grow or are you just starting out, and need to clarify/outline internal roles? This document outlines different organisational roles within NGOs, detailing the types of responsibilities typically appointed to the individuals holding these roles.  
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

Organizational Strengthening: Realizing Potential, Increasing Impact

Who would find this resource useful? Any organisation going through a planning or strengthening process, and organisations that enable others to build their capacity or increase organisational strengthening.   An organisation might use this resource when…. ...considering what are the key domains of an organisational strengthening process, and the different approaches to analyse,…
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

Organisation Analysis and Development

From the original document: The effectiveness of organisations depends on many factors, but it all starts with careful design and good process involving all stakeholders. This learning module offers tools, concepts, and advice from best practices in order to help its users obtain a better understanding of how rural organisations can be developed…
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

How to write a policy brief

Who would find this resource useful? Anyone developing organisational policies.   An organisation might use this resource when…. ...Putting together a policy brief.   How can this resource help? This small guidance document is an annex to the resource Stakeholder Engagement Handbook. It contains useful, straight-forward guidance and suggestions on how…
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

Building Multiple Revenue Sources

Who would find this resource useful? Conservation and development professionals and organisations seeking to learn about new sources of revenue and how to pursue them   An organisation might use this resource when…. When seeking to increase or diversify its revenue and acquire more funds   How can this resource…
Internal Document

Staff Appraisal Template and Notes

Who would find this resource useful? An organisation that wants to implement a simple staff appraisal system. An organisation might use this resource when…. wanting to implement a staff appraisal system. The purpose of Appraisal is: To ensure that staff are carrying out their duties to the standard required To ensure…
External Website

Tools and techniques for managing change

Who would find this resource useful? Leaders and facilitators helping organisations to function and to develop, and anyone interested in fostering healthy human organisation An organisation might use this resource when…. Seeking to better understand your own organisation or those you work with Seeking to better understand and facilitate change…
Created: 2014-08-22 Language: EN
Case Study

Strategic Planning for a Conservation Trust Fund

Synopsis BIOFUND, a new Conservation Trust Fund, has recently been established in Mozambique aiming to support the conservation of aquatic and terrestrial biodiversity and the sustainable use of natural resources. This case study outlines the process the organisation followed to develop its first strategic plan. Key challenges included the need…
Internal Document

Code of Ethics & Conduct for NGOs

Who would find this tool useful? Anyone looking at how an organisation should be conducted ethically, through a broad spectrum of areas, such as Fundraising, HR, Governance, Partnerships, Finance, Communications, Organisational Management, etc.   An organisation might use this resource when…. Reviewing their organisation's operations, taking into account its principles,…
External Document

Risk Assessment

Who would find this resource useful? Anyone planning or assessing their organisation's Financial Sustainability as this requires also assessing and mapping risks facing their organisation. An organisation might use this resource when…. Undertaking financial sustainability planning, or assessing its organisation's potential risks   How can this resource help? This tool…
External Document

The fundamentals of NGO financial sustainability

Who would find this resource useful? Organisational leaders and individuals seeking to enhance the sustainability of their organisations.  An organisation might use this resource when…. This manual provides a meaningful, flexible source of tools to enable users to enhance the operational sustainability of their organizations in delivering vital services. Sustainability…
External Website

Developing a Communications Strategy

Who would find this resource useful? This tool will help you if you need to develop a communications strategy, but are not familiar with the process or structure to do so. Regardless of your role in your organisation, this will guide you through the tasks and rationale behind a sound…
Case Study

Core Administration Fundraising for Long-term Strength and Sustainability

Synopsis Nigerian Conservation Foundation (NCF) is Nigeria’s foremost environmental conservation organisation. Established as a non- governmental organisation in 1980 and registered in 1982, NCF has a vision of a Nigeria where people prosper while living in harmony with nature. It is a membership organisation and maintains a leading voice on…
Created: 2012-11-16 Language: EN
External Website

Organisational change

Who would find this resource useful? Leaders and facilitators helping organisations to function and to develop, and anyone interested in fostering healthy human organisation An organisation might use this resource when…. Seeking to better understand your own organisation or those you work with Seeking to better understand and facilitate change…
Created: 2012-11-14 Language: EN
External Document

Strategic Planning Toolkit

Who would find this resource useful? This toolkit will help you if you have had only limited experience in planning or in strategic planning. Perhaps you have not been involved in running an organisation, project or department before. Or perhaps you have not been involved in the planning side of…
Created: 2012-11-14 Language: EN
External Document

The Barefoot Guide to Learning Practices and Social Change

Who would find this resource useful? Leaders, facilitators and practitioners wanting to improve and enrich their learning processes. It is intended for individuals, organisations and for social change practice in the field. An organisation might use this resource when…. Improving organisational learning for a positive and lasting impact How can…
Created: 2012-11-14 Language: EN
External Document

The Barefoot Guide to Working with Organisations and Social Change

Who would find this resource useful? Leaders and facilitators of civil society organisations wanting to help organisations to function and to develop in more healthy, human and effective ways. An organisation might use this resource when…. Improving organisational effectiveness How can this resource help? The guide, with its supporting website, includes…
Created: 2012-11-14 Language: EN
External Document

How Do You Introduce Organisational Change?

Who would find this resource useful? Organisational leaders An organisation might use this resource when…. Your organisation is undergoing and about to undergo changes How can this resource help? It is a very short briefing on how to introduce organisational change, how different people may react to change, and what…
Created: 2012-11-14 Language: EN
Internal Document

Corporate Planning for NGOs

Who would find this resource useful? Anyone wishing to learn more about strategic planning for NGOs An organisation might use this resource when…. You need some ideas to help you plan a strategic planning process. You begin the planning for a new project or organisation. You feel you need to…
Created: 2012-11-14 Language: EN
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…. When you need to plan operationally, on the basis of…
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…
Case Study

Ya’axché’s Experience of Strategic and Operational Planning

Synopsis Ya’axché is a local Belizean organisation that works to maintain healthy forests, rivers and reefs in the Maya Golden Landscape. The organisation’s core challenges include financial sustainability and linking its monitoring activities to overall program effectiveness. Ya’axché conducted a participatory strategic planning process resulting in a simple but comprehensive…
Created: 2012-11-12 Language: EN
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