About Course
Conservation Project Management Unit
As conservation projects in Aotearoa New Zealand are becoming more complex, collaborative, and outcomes driven, effective project management is necessary to ensure that conservation initiatives are well planned, achievable, suitably resourced, accountable and able to demonstrate real impact to its stakeholders.
This training unit introduces learners to the fundamental stages of project management and applies them in a conservation context. It is designed to be scenario-based, with learners building their knowledge throughout each module. By the end of the unit, each learner will have worked through a draft plan for a realistic conservation project, as well as demonstrating an understanding of key project management concepts, processes, and tools.
This training unit is designed to guide you step-by-step through the full lifecycle of a conservation project. Each module builds on the last, helping you develop both your understanding and a practical project plan you can take into real-world work.
What Will You Learn?
- Define what a project is and explain the role and value of project management within the conservation sector.
- Explain the importance of collaboration and stakeholder engagement in conservation projects.
- Describe the stages of project management (initiation, planning, execution/monitoring, and closure/hand over) and apply them to a conservation scenario.
- Develop practical project plans and charters that include objectives, scope, timelines, budgets, risks, stakeholders, and resource allocation.
Course Content
Conservation Project Management Unit Overview
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Unit Introduction Video & Overview
Conservation Project Management Resources Directory
Looking for one of the unit's resources but can't remember where you saw it? Here is a full list.
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Resource Directory
Module One: Conservation Project Management Introduction
In this module, we will look at some basic foundations of project management.
By the end of this module, you will be able to:
→ Explain what makes a project a project and why it’s different from ongoing work.
→ Describe why project management is important for conservation projects.
→ Identify the role of a project manager and key responsibilities.
→ Recognise who stakeholders are, why they matter, and how to engage them.
→ Understand the importance of collaboration, including working with mana whenua.
→ Identify tools and approaches to support planning, tracking, and documenting projects.
→ Give examples of conservation projects you may encounter, and understand how project management applies to them.
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Module One – Glossary of Terms
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Module One – Introduction to Project Management
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Module One – Reflective Questions
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Module One – Knowledge Check
Module Two: Project Initiation
This module takes us through the project initiation stage, which is the very first step in bringing any project to life. This is the stage where ideas start to take shape, stakeholders are identified, and the project’s feasibility is explored. Done well, it sets the tone for everything that comes next. We will look at:
→ Why the initiation stage matters
→ Defining name and vision
→ Defining purpose and objectives
→ Understanding stakeholders
→ Setting scope and recognising constraints
→ Checking feasibility
→ Creating a project brief
→ Creating a project charter (or initiation document) – when a formal charter is needed, and when it is not
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Module Two: Glossary of Terms & Study Notes PDF Resource
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Project Scenario Overview
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Topic One – Setting the Scene
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Topic One – Reflective Questions
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Topic One – Knowledge Check
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Topic Two – Identify Stakeholders
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Topic Two – Reflective Questions
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Topic Two – Knowledge Check
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Topic Three – Determine Scope & Constraints
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Topic Three – Reflective Questions
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Topic Three – Knowledge Check
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Topic Four – Drafting the Project Brief & Project Charter
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Topic Four – Reflective Questions
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Topic Four – Knowledge Check
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Bringing Module Two Together
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Module Two Knowledge Check
Module Three: Funding
Kia ora and welcome to Module 3 of our training unit on conservation project management. In this module, we will take a closer look at the essential elements of funding for conservation projects.
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Module Three – Funding Introduction
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Module Three: Glossary of Terms & Study Notes PDF Resource
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Topic One – Do you need to be a Registered Charity to apply for funding?
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Topic One – Reflective Questions
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Topic One – Knowledge Check
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Topic Two – Types of Funders
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Topic Two – Reflective Questions
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Topic Two – Knowledge Check
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Topic Three – Developing Project Costings
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Topic Three – Reflective Questions
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Topic Three – Knowledge Check
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Topic Four – Drafting & Submitting a Funding Application
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Topic Four – Reflective Questions
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Topic Four – Knowledge Check
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Topic Five – Understanding Funding Agreements & Expectations
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Topic Five – Reflective Questions
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Topic Five – Knowledge Check
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Topic Six – The Importance of Reporting
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Topic Six – Reflective Questions
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Topic Six – Knowledge Check
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Bringing Module Three Together
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Module Three Knowledge Check
Module Four: Planning
Kia ora and welcome to Module 4 in this training unit on conservation project management.
In this module, we will build on what we have learned so far through the initiation stage (Module 2) and fundraising stage (Module 3) and move on to the next stage, which is planning.
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Module Four – Planning Introduction
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Module Four – Glossary of Terms & Study Notes PDF Rescouce
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Topic One – Understanding Regulatory and Legislative Requirements
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Topic One – Reflective Questions
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Topic One – Knowledge Check
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Topic Two – Governance and Oversight
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Topic Two – Reflective Questions
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Topic Two – Knowledge Check
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Topic Three – Health & Safety: Planning for Volunteer & Contractor Safety
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Topic Three – Reflective Questions
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Topic Three – Knowledge Check
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Topic Four – Land Access Permissions
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Topic Four – Reflective Questions
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Topic Four – Knowledge Check
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Topic Five – Procurement in Conservation Projects
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Topic Five – Reflective Questions
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Topic Five – Knowledge Check
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Topic Six – Turning Objectives into a Practical Project Plan
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Topic Six – Reflective Questions
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Topic Six – Knowledge Check
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Topic Seven – Budget Planning
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Topic Seven – Reflective Questions
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Topic Seven – Knowledge Check
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Topic Eight – Planning How to Capture Volunteer Contributions
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Topic Eight – Reflective Questions
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Topic Eight- Knowledge Check
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Topic Nine – Risk Management
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Topic Nine – Reflective Questions
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Topic Nine – Knowledge Check
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Topic Ten – Communication Planning
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Topic Ten – Reflective Questions
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Topic Ten – Knowledge Check
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Topic Eleven – Quality Planning: Defining Success
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Topic Eleven – Reflective Questions
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Topic Eleven – Knowledge Check
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Topic Twelve – Data Capture: Recording What Matters
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Topic Twelve – Reflective Questions
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Topic Twelve – Knowledge Check
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Topic Thirteen – Reporting: Planning for Accountability & Transparency
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Topic Thirteen – Reflective Questions
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Topic Thirteen – Knowledge Check
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Module Four – Wrap-Up
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Module Four Knowledge Check
Module Five: Implementation
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Module Five – Implementation Introduction
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Module Five – Glossary of Terms & Study Notes PDF Resource
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Topic One – Managing Volunteers
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Topic One – Reflective Questions
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Topic One – Knowledge Check
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Topic Two – Managing Project Information
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Topic Two – Reflective Questions
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Topic Two – Knowledge Check
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Topic Three – Budget Management
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Topic Three – Reflective Questions
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Topic Three – Knowledge Check
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Topic Four – Managing Tasks and Timelines
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Topic Four – Reflective Questions
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Topic Four – Knowledge Check
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Topic Five – Contractor Engagement During Delivery
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Topic Five – Reflective Questions
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Topic Five – Knowledge Check
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Topic Six – Equipment Purchase, Distribution and Asset Management
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Topic Six – Reflective Questions
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Topic Six – Knowledge Check
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Topic Seven – Scheduling and Managing Meetings
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Topic Seven – Reflective Questions
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Topic Seven – Knowledge Check
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Topic Eight – Managing Change and Scope Adjustments
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Topic Eight – Reflective Questions
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Topic Eight – Knowledge Check
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Topic Nine – Capturing Volunteer Contributions
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Topic Nine – Reflective Questions
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Topic Nine- Knowledge Check
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Topic Ten – Maintaining a Risk & Issues Register During Implementation
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Topic Ten – Reflective Questions
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Topic Ten – Knowledge Check
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Topic Eleven – Keeping Everyone Safe
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Topic Eleven – Reflective Questions
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Topic Eleven – Knowledge Check
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Topic Twelve – Maintaining Effective Communication During Implementation
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Topic Twelve – Reflective Questions
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Topic Twelve – Knowledge Check
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Topic Thirteen – Monitoring Progress and Maintaining Momentum
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Topic Thirteen – Reflective Questions
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Topic Thirteen – Knowledge Check
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Module Five Wrap-Up
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Module Five Knowledge Check
Module Six: Closure
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Module Six – Project Closure Introduction
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Module Six – Glossary of Terms & Module Six Study Notes PDF Resource
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Topic One – Confirming Scope and Deliverables
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Topic One – Reflective Questions
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Topic One – Knowledge Check
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Topic Two – Wrapping Up the Finances
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Topic Two – Reflective Questions
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Topic Two – Knowledge Check
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Topic Three – Equipment and Asset Management
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Topic Three – Reflective Questions
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Topic Three – Knowledge Check
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Topic Four – Contract and Agreement Close-Out
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Topic Four – Reflective Questions
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Topic Four- Knowledge Check
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Topic Five – Closing the Issues Register
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Topic Five – Reflective Questions
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Topic Five – Knowledge Check
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Topic Six – Transition to Business as Usual (BAU)
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Topic Six – Reflective Questions
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Topic Six – Knowledge Check
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Topic Seven – Lessons Learned and Evaluation
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Topic Seven – Reflective Questions
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Topic Seven – Knowledge Check
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Topic Eight – Document Archiving and Record-Keeping
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Topic Eight – Reflective Questions
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Topic Eight – Knowledge Check
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Topic Nine – Final Reporting
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Topic Nine – Reflective Questions
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Topic Nine – Knowledge Check
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Topic Ten – Celebrating Success and Recognising Contributions
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Topic Ten – Reflective Questions
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Topic Ten – Knowledge Check
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Topic Eleven – Formal Project Closure Sign-Off
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Topic Eleven – Reflective Questions
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Topic Eleven – Knowledge Check
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Module Six Wrap-Up – Closing with Integrity
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Module Six – Knowledge Check
Earn a certificate
Add this certificate to your resume to demonstrate your conservation skills & knowledge.