Build a Data Management Plan

Learn how to build a simple, repeatable data management plan that keeps conservation and restoration data accurate, reusable, and ready for reporting—inside FieldDoc and beyond.

This guide walks through how to design a data management lifecycle—from defining standards and workflows to reviewing and maintaining records over time. It is designed for nonprofit and practitioner-led organizations managing conservation and restoration data who need approaches that fit real-world constraints. Rather than prescribing a single system or tool, the guide focuses on practical habits and shared conventions that help data remain usable, trustworthy, and adaptable as programs, staff, and reporting needs evolve.

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