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Assessment of current management plan/primary planning document (EoH Tool 5). What makes a good plan?. Provide clear direction for the site Link management objectives to site values (OUV) Direct activities and enable work plan to focus on achieving these objectives

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Assessment of current management plan/primary planning document (EoH Tool 5)

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Assessment of current management plan primary planning document eoh tool 5

Assessment of current management plan/primary planning document (EoH Tool 5)


What makes a good plan

What makes a good plan?

  • Provide clear direction for the site

  • Link management objectives to site values (OUV)

  • Direct activities and enable work plan to focus on achieving these objectives

  • Involve stakeholders in development, review and management activities

  • Be linked to realistic budgets and available resources

  • Have measurable and achievable targets/goals


Planning assessment

Planning assessment

  • Tool 5: Assessment of Management Planning

  • Background: Developed from best practice in protected area planning

  • Concept: Reviews status of planning documents and assesses the primary decision making document

  • Methodology and datasheet: decision-making framework; adequacy of information; needs and interests of any local and indigenous communities and other stakeholders


Two worksheets

Two worksheets

  • Worksheet 5a collects information on the extent and status of planning undertaken for the site, listing all the relevant plans and recording details about them

  • Worksheet 5b assesses the nature and adequacy of the primary planning systems and processes that have been employed


Principles of an effective plan

Principles of an effective plan

  • Provide a sound decision-making framework by providing:

    • a clear vision of the desired future based on the major site values

    • a set of strategies and actions for achieving this future

    • guidance to assist managers in dealing with opportunities and events that arise during the life of the plan

    • a basis for monitoring implementation of the plan

    • be adaptable

  • Management within the relevant environmental, social and economic planning context

  • Plan content based on an adequate and current information base

  • The plan should provide a programmed and prioritised set of actions for its implementation


Assessment worksheet

Assessment worksheet

  • Worksheet 5b consists of 14 multiple choice question

  • Four possible responses for each question are given (column 2), which equate to a four-point rating system (very good, good, fair or poor)

  • Questions and responses may need to be amended to match the standards and expectations of site planning systems

  • Also records: Comments/Explanation; Opportunities, recommendations and follow-up actions


Worksheet 5b for developing revising a management plan

Worksheet 5b for developing/ revising a management plan

  • Helps focus on best practice

  • Can highlight areas where planning has succeeded and practices should be replicated and where changes need to be made in the future


Working groups

Working groups

  • Divided into groups to review tool 5 for management plans

  • Review and report on 2 questions:

    • Was the tool useful?

    • How could the tool be adapted to better suit site needs?


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