Chapter 3 Plan: The OHI Process

The OHI follows a very structured approach. There are core elements and approaches that you will not change, as well as tailorable elements that you can fit your needs. It’s important to begin your OHI+ assessment in a way that organized, collaborative, and iterative, expecting that team members might change and that methods might be revisited. Thus, working like a team and building in resilience from the beginning is critical: focus on documentation and sharing and avoid having only one person who knows or can do something.


OHI Onboarding Roadmap: Plan
Section Topic Action Minutes
1 Tailoring the OHI+ to the U.S. Northeast 45
2 Gathering and organizing data 60
3 Better science in less time 60

3.1 Tailoring the OHI+ to the U.S. Northeast

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These slides developed by OHI+ Northeast leads Courtney Scarborough and Jamie Afflerbach Montgomery describe the thinking and logic behind tailoring global goal models to smaller spatial scales, in this case the Northeastern United States. See also https://ohi-science.org/goals for comparisons of several goal models developed in OHI+ assessments.

3.2 Gathering and organizing data

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Chapter 3 of the Toolbox Training helps orient your thinking around how to plan and gather data. Additionally, the OHI Data Planner presented in Chapter 4 of the Toolbox Training is a spreadsheet that you can copy/download and use to help organize and prioritize your thinking around data available for your assessment.

3.3 Better science in less time

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This publication by the OHI team shares how several free software tools fundamentally upgraded the approach to collaborative research, making the entire OHI workflow more transparent and streamlined. It provides background and theory to how we use the OHI Toolbox and why.

Our path to better science in less time using open data science tools (Lowndes et al 2017, Nature Ecology & Evolution).

3.4 Further learning