Resource Library:
Small conservation organizations face many of the same challenges, and run into many of the same questions. From volunteer management to board development, half the battle can simply be finding the right information. With this in mind, the Conservation Stewardship Collaborative and the Land and Water Partnership have collaborated to create this resource library of materials and links for conservation organizations in Rhode Island.
Items marked with a
are particularly recommended as the most useful sites or documents within a given category, usually because they provide thorough but general coverage of the topic.
The library includes documents in Microsoft Word format, so they are easily adaptable for your use, and in Adobe Acrobat format, in case you cannot open Word documents. There are also some documents in Microsoft Excel format and many links to websites with useful resource materials. To access the documents for a particular topic, click on the plus sign next to the heading, and then click on the Word, Excel, or PDF link to open the document in each format, or click on the "website" link to go to the website. Once you have opened a Word or Excel document, make sure to save it to your own computer if you want to edit it. Changes you make will be lost if you do not save a copy of the document to your own computer.
If you have suggestions or have documents you would like to contribute, please contact us!
- Baseline Documentation/ Property Inventory
- Data Collection
- A Landowner's Guide to New England Cottontail Habitat Management (PDF)
Source: Environmental Defense Fund
- Baseline documentation checklist (website)
Source: New Hampshire Office of Energy and Planning
- Baseline Documentation for Protected Lands, A presentation from The 2008 Land and Water Conservation Summit by Scott Ruhren and Carol Lynn Trocki (PDF)
- Baseline Documentation Using the CSC Protocol: Example from the Ballard Property in Portsmouth (PDF)
Source: Conservation Stewardship Collaborative
- Baseline Documentation Using the CSC Protocol: Example from the Bradner Preserve in Richmond (PDF)
Source: Conservation Stewardship Collaborative
- Baseline Documentation Using the CSC Protocol: Example from the Hopkins Property in Foster (PDF)
Source: Conservation Stewardship Collaborative
- Baseline Documentation Using the CSC Protocol: Example from the Ray Preserve in Westerly (PDF)
Source: Conservation Stewardship Collaborative
- CE and Baseline documentation report form (PDF)
Source: New Hampshire Office of Energy and Planning
- Collection of LTA publications on Baseline Documentation: Baseline Documentation and Monitoring: Keys to a Successful Future Defense; "Baseline Documentation" from Model Conservation Easement and Historic Preservation; Appendices A and B from The Conservation Easement Stewardship Guide; etc. (PDF)
Source: Gathering Waters Conservancy
- Inventorying, Monitoring, and Managing Natural Resources on Conservation Lands, a RI Conservation Stewardship Collaborative manual by Scott Ruhren, Audubon Society of Rhode Island (PDF)
Source: Conservation Stewardship Collaborative
- Model Baseline Documentation Report prepared by Carol Lynn Trocki, from 2008 Land and Water Conservation Summit (PDF)
- Rhode Island Ecological Communities Classification Guide, prepared by Rick Enser in 2011 to help people with detailed mapping of ecological communities for various conservation needs in Rhode Island. This Guide establishes a nomenclature that can capture details of the nature and status of ecological communities and provide commonly understood terms that foster comparisons, generalizations, and other analytical statements benefiting communication and planning for any land conservation or management purpose. (PDF)
Source: Rhode Island Natural History Survey
- Sample content for a baseline documentation report (website)
Source: Clean Water Management Trust Fund
- Stewardship Plans for Conservation Sites by James Gass and Jonathan Twining, a presentation from the 2008 Land and Water Conservation Summit. Includes section on Baseline Documentation (online data and physical investigations for specific habitats) (PDF)
- Donor/Member Management Materials (incl. Salesforce Tip Sheets and Recipes)
- Donor/Member Recruitment and Retention
- Salesforce Recipes
- Overview of 'recipes' used for reports in Salesforce. From a presentation on donor/member retention prepared by Helen Hersh Tjader as part of a collaborative workshop with Gayle Gifford. This overview includes tips on using Salesforce to create these reports and it includes Gayle's 'top data picks' for conducting an assessment of your organization's fundraising history. (PDF)
Source: Acorn Nonprofit Solutions
- Part 1 of 'recipes' for reports in Salesforce. From a presentation on donor/member retention prepared by Helen Hersh Tjader as part of a collaborative workshop with Gayle Gifford. Part 1 includes instructions for creating donor pyramids for the past two years by donation count and donation amount along with instructions for converting this information into pie charts and stacked bar charts. (PDF)
Source: Acorn Nonprofit Solutions
- Part 2 of 'recipes' for reports in Salesforce. From a presentation on donor/member retention prepared by Helen Hersh Tjader as part of a collaborative workshop with Gayle Gifford. Part 2 includes instructions for creating LYBNT and SYBNT reports for the past two years or more years. (PDF)
Source: Acorn Nonprofit Solutions
- Parts 3 to 8 discuss extracting information from Salesforce and other sources as mentioned in a presentation on donor/member retention prepared by Helen Hersh Tjader as part of a collaborative workshop with Gayle Gifford. Parts 3 to 8 includes tips on preparing the remaining items on 'Gayle's Top Data Picks' list including: Last Year's Income by Gift Type and Donor Type, Last Year's and All Year's Donors by Town and Zip, Last Year's New and Dropped Donors and Total Donors/Members. (PDF)
Source: Acorn Nonprofit Solutions
- Salesforce Tip Sheets
- Tip Sheet 1: Manual Data Entry of Contacts and Accounts in Salesforce (Word)(PDF)
Source: Acorn Nonprofit Solutions
- Tip Sheet 2: Entering Donations including Membership Renewals into Salesforce (Word)(PDF)
Source: Acorn Nonprofit Solutions
- Tip Sheet 3: Using Campaign and Event History in Salesforce (Word)(PDF)
Source: Acorn Nonprofit Solutions
- Tip Sheet 4: Entering Organization Accounts and Using Contact Affliations in Salesforce (Word)(PDF)
Source: Acorn Nonprofit Solutions
- Tip Sheet 5: Tracking Volunteers including Land Tracker App within Salesforce (Word)(PDF)
Source: Acorn Nonprofit Solutions
- Tip Sheet 6: Entering Mailing Options in Salesforce (Word)(PDF)
Source: Acorn Nonprofit Solutions
- Tip Sheet 7: Adding a Contact Data Field in Salesforce (Word)(PDF)
Source: Acorn Nonprofit Solutions
- See the donor/member management page on this website for more information on the Land and Water Partnership's program to help conservation organizations with management of their membership programs and donor relations. (website)
- Fund Raising Performance and Methods, a presentation by David Francis at a workshop on donor/member management software on October 7, 2008 (PDF)
Source: Westerly Land Trust
- How Software can Improve your Organization, a presentation by Claudia Swain at a workshop on donor/member management software on October 7, 2008 (PDF)
Source: South Kingstown Land Trust
- Part 1 of a presentation on donor/member retention using a customer relationship database (CRM) such as Salesforce. Presented by Helen Hersh Tjader as part of a collaborative workshop with Gayle Gifford. Part 1 looks at the data and information management needs, and getting started; and provides two examples. (PDF)
Source: Acorn Nonprofit Solutions
- Part 2 of a presentation on donor/member retention using a customer relationship database (CRM) such as Salesforce. Presented by Helen Hersh Tjader as part of a collaborative workshop with Gayle Gifford. Part 2 looks at conducting an assessment of your fundraising history using a CRM database. (PDF)
Source: Acorn Nonprofit Solutions
- Procrastinator's Guide to Year-end Fundraising, an article posted on the Network for Good website. (website)
Source: Network for Good
- Using a Salesforce Database to Build Membership & Donations (Part 1), a presentation by by Helen Tjader at the 2009 Land and Water Conservation Summit (PDF)
Source: Acorn Nonprofit Solutions
- Using a Salesforce Database to Build Membership & Donations (Part 2), a presentation by by Helen Tjader at the 2009 Land and Water Conservation Summit (PDF)
Source: Acorn Nonprofit Solutions
- Easement and Property Monitoring
- A Guide to Conservation Easement Monitoring: frequency, scheduling, procedure, follow-up (PDF)
Source: Mid-Atlantic Regional Partnership Committee
- Annual Report Form for Property Monitoring (Word)(PDF)
Source: Barrington Land Conservation Trust
- Basic map and compass skills (PDF)
Source: New Hampshire Office of Energy and Planning
- Collection of LTA resources on Conservation Easements: Creation, Stewardship & Enforcement Funds (PDF)
Source: Gathering Waters Conservancy
- Detailed guidance on Easement Monitoring (Word)
Source: Land Trust Alliance
- Easement monitoring checklist (website)
Source: New Hampshire Office of Energy and Planning
- Informational booklet given to landowners of Conservation Easements (PDF)
Source: Little Traverse (Michigan) Conservancy
- Sample Conservation Easement Enforcement Policy (PDF)
Source: Appalachian Trail Conservancy
- Sample document for Conservation Easement owners to use to welcome new land owners (PDF)
Source: New Hampshire Office of Energy and Planning
- Sample Monitoring Procedure (website)
Source: Ten Towns Committee (New Jersey)
- Sample newsletter sent to landowners of Conservation Easements - gives updates, info on stewarship issues, monitoring schedules, case studies (PDF)
Source: Little Traverse (Michigan) Conservancy
- Stewardship by Property Number Spreadsheet (Excel)
Source: Barrington Land Conservation Trust
- Stewardship Volunteer Info Update Form (Word)(PDF)
Source: Barrington Land Conservation Trust
- Technical Tools for Conservation Restriction Stewardship: Includes sections on digital cameras, GPS units, GIS, aerial photography, topographic maps, boundary location. (PDF)
Source: Mass Audubon
- General Land & Water Conservation
- A network of resources that connects landowners to qualified professionals about real estate transactions, tax and estate planning, and regional land conservation activities - as well as local land trusts, nonprofit conservation organizations, and federal and state financing and technical assistance programs. (website)
Source: The Private Landowner Network
- An online, public library, created and maintained by The Nature Conservancy in partnership with other conservation organizations. Conservation tools and techniques, stewardship information (website)
Source: ConserveOnline
- Collection of resources for conservation land owners: guidance on Invasives, stream alteration permits, wetlands regulations and soils, signs, forestry, habitat, agricultural use (website)
Source: Vermont Land Trust
- Courses, publications, digital library, resources on all aspects of land conservation, including stewardship. (website)
Source: Land Trust Alliance
- Extensive collection of presentations and materials from local conservation experts in water quality monitoring, conducting a watershed assessment, fish passage, developing trails, and other topics. (website)
Source: Rhode Island Rivers Council
- Publications on reserve management, GIS mappers (website)
Source: Center for Natural Lands Management
- Sharing Back Office at Small Nonprofits: A Case Study of Conservation Organizations in Rhode Island (PDF)
Source: Rhode Island Land and Water Partnership
- Stewardship of Land: An Investigation into the State of the Art (PDF)
Source: Center for Natural Lands Management
- Management Plans
- A Land Manager's Guide to Improving Habitat for Tanagers and other Forest-interior Birds. For advanced land managers (PDF)
Source: Cornell Lab of Orinthology
- Basic components of a management plan as required by the MA Open Space Grant program (PDF)
Source: Common Pasture
- Collection of resources for managing grasslands for bobolinks and other wildlife
(website)
- Creating a Habitat-Based Management Plan for your Open Space - Step By Step Outline for a Management Plan (website)
Source: Connecticut NEMO (Nonpoint Education for Municipal Officials)
- Example of Land Management stategies and priorities - by Clarkson Collins, Land Management Director, South Kingstown Land Trust. (PDF)
Source: South Kingstown Land Trust
- Extensive guides to land management. (website)
Source: UNH Cooperative Extension
- Intro to Early Successional Habitat: Its importance and wildlife value, management considerations and practices, descriptions of applicable NRCS programs. (PDF)
Source: Natural Resources Conservation Service
- List of Fish and Wildlife Habitat Management Leaflets: Introductory guidance on managing ecosystems and improving habitat for specific species. (website)
Source: Natural Resources Conservation Service
- Management plan guidelines from DEM's Local Open Space Grant Program (PDF)
Source: RI Department of Environmental Management
- Managing Grasslands, Shrublands and Young Forest Habitats for Wildlife: A Guide for the Northeast. (website)
Source: Delaware Division of Fish and Wildlife
- Sample Management Plan that utilizes form required by the MA Open Space Grant program (website)
Source: Town of South Hadley, Massachusetts
- Selecting Plants for Pollinators: A Regional Guide for Farmers, Land Managers, and Gardeners In the Eastern Broadleaf Forest Oceanic Province (PDF)
Sources: North American Pollinator Protection Campaign, Pollinator Partnership
- Stewardship Plans for Conservation Sites by James Gass and Jonathan Twining, a presentation from the 2008 Land and Water Conservation Summit - Includes section on Management Plans: sample goals, objectives, and what to include (PDF)
- Trails - Land
- 10 Trail Mistakes to Avoid (Word)(PDF)
Source: National Park Service
- 12 Trail Design Principles - Human & Physical, adapted by John Monroe from Natural Surface Trails by Design by Troy Scott Parker of NatureShape, LLC (PDF)
Source: National Park Service
- A local resource for accessing the outdoors via trail, river, bike (website)
Source: Greenways Alliance of Rhode Island
- American Hiking Society National Trails Fund - grant program that funds trail construction and maintenance (website)
Source: American Hiking Society
- Blazes on Walking Trails, a short article by Roy Najecki on recommended methods for blazing walking trails (PDF)
Source: Glocester Land Trust
- Collection of resources on planning, creating, managing and maintaining land trails (website)
Source: American Trails
- Designing an 'Experience' into a Trail, from the October 2008 issue of Connections, the newsletter of the Massachusetts Greenways and Trails Program (PDF)
Source: National Park Service
- Detailed manual on land trails: visioning, planning, creating, maintaining, fundraising, media outreach. PA based but useful anywhere (PDF)
Source: Pennsylvania Greenways
- Guidance document on maintenance of land trails with illustrations (website)
Source: California Parks Department
- Introductory Trail Construction and Maintenance Handbook. Includes chapters on trail planning, design, surface water control, crossing streams, signs, etc. (website)
Source: Federal Highway Administration
- Laminated Trail Junction Signs, a short article by Roy Najecki on making inexpensive laminated trail signs (PDF)
Source: Glocester Land Trust
- Menu of Guiding Principles for Trail Design: a checklist to help guide your thinking (Word)(PDF)
Source: National Park Service
- Model Trail Easement: a template for a legal trail easement. This template should only be used in consultation with knowledgeable legal council (Word)(PDF)
Source: Aquidneck Land Trust
- Safety Checklist for Trail Work Days (Word)(PDF)
Source: National Park Service
- Sample trail master plan that covers construction, signage and maintenance (PDF)
Source: Northern Bonneville Shoreline Trail
- Ticklers for an Annual Trail Maintenance Calendar (Word)(PDF)
Source: National Park Service
- Trail Construction and Maintenance References: a bibliography of additional resources (Word)(PDF)
Source: National Park Service
- Trail Log Gear List: Tools for Monitoring and Planning Trails (Word)(PDF)
Source: National Park Service
- Trail Log Template: a form to use to log trail conditions and record where work is needed (Word)(PDF)
Source: National Park Service
- Trail Monitor Report: a more detailed form to use to plan trail work at a specific location (Word)(PDF)
Source: National Park Service
- Trail Specifications and Standards Menu: a list of trail specifications from which you can pick which to use for your trails (Word)(PDF)
Source: National Park Service
- Various Trail Grant opportunities through RIDEM (website)
Source: RI Department of Environmental Management
- Trails - Water
- A list of paper publications about water trails (website)
Source: America's Water Trails
- Blue Trails Guide - informational guides that cover planning, funding, access, launches, camp sites, maintenance, signage, maps, media outreach, case studies (website)
Source: American Rivers
- Collection of RI resources on water trails (website)
Source: Rhode Island Blueways Alliance
- Funding opportunity for water trail development (website)
Source: American Canoe Association
- How to design logical lasting canoe launches (website)
Source: National Park Service
- Information on accessing the Blackstone River with examples of paper-based river tours. (website)
Source: Blackstone River Valley National Heritage Corridor Commission
- Water Trail Toolbox: How to Plan, Build, and Manage a Water Trail (website)
Source: Chesapeake Bay Gateways Network
- Water Trail Toolbox: How to plan, create, install, and coordinate water trail signs and exhibits (website)
Source: Chesapeake Bay Gateways Network
- Volunteers & Volunteer Management
- Volunteer Handbooks
- Volunteer Management Materials
- Volunteer Position Descriptions
- Energize Inc: An extensive, free resource library of volunteer management materials on everything from volunteer recruitment to membership development. (website)
Source: Energize Inc
- Independent Sector: Every year Independent Sector, which is a national forum for charities and foundations, calculates a standard rate for valuing volunteer time. This information is posted on their website and is considered the standard when figuring the value of in-kind contributions from volunteers for use on grants and similar things. (website)
Source: Independent Sector
- Points of Light Foundation & Volunteer Center National Network: Another helpful resource library of volunteer management articles and resources, including a Volunteer Economic Impact Calculator that allows you to calculate volunteer economic benefit by specific job performed. (website)
Source: Points of Light Foundation
- Seniors Helping Others: A South County organization that works in various ways to support volunteering, especially among seniors (website)
Source: Seniors Helping Others
- Volunteering in America: State Trends and Rankings: The Corporation for National and Community Service has compiled national, regional, and state profiles on volunteer statistics and demographics. (website)
Source: Volunteering in America
Resources made available at this website have been provided in the spirit of networking among our nonprofit organizations in an effort to inform each other of new developments, best practices and to generally spare each other from 'reinventing the wheel.' In some cases, links are provided to copyrighted websites. Please contact that website's organization for any use protected by copyright law. For original materials included on this website, we ask that you respect all copyrights. While you are welcome to share and adapt this material for noncommercial purposes, you must give credit to the author and any referenced sources. We welcome you to likewise share any materials that you develop with our partnership.