Download Appendix 2 Recovery Team Initiation Templates v.2.0 April 2016

British Columbia Guide to Recovery Planning for
Species and Ecosystems
Appendix 2. Recovery / Management Team
Initiation Package
April 2016
Version 2
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TABLE OF CONTENTS
1.
GENERAL INFORMATION REGARDING RECOVERY / MANAGEMENT TEAMS .................... 1
1.1 Team Membership .............................................................................................................................. 1
Selecting Team Members .................................................................................................................... 1
Reviewing Team Membership ............................................................................................................ 2
Establishing Team Size ....................................................................................................................... 2
1.2 Establishing Team Mandate and Process ............................................................................................ 2
Terms of Reference ............................................................................................................................. 3
1.3 Team Operations ................................................................................................................................. 3
Work Plans .......................................................................................................................................... 3
Record Keeping ................................................................................................................................... 3
Team Support ...................................................................................................................................... 4
Intellectual Property and Moral Rights ............................................................................................... 4
Training ............................................................................................................................................... 4
2. INVITATION LETTER TO PARTICIPATE ON A TEAM.................................................................. 5
3. DRAFT TERMS OF REFERENCE FOR TEAMS ................................................................................ 6
4. NAME X TEAM CONFLICT OF INTEREST POLICY......................................................................10
5. NAME X TEAM PROCEDURES ........................................................................................................12
6. SUGGESTED FIRST MEETING AGENDA .......................................................................................14
7. DRAFT WORK PLAN FOR TEAMS ..................................................................................................15
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1. GENERAL INFORMATION REGARDING RECOVERY /
MANAGEMENT TEAMS
1.1
Team Membership
Selecting Team Members
The Executive Director, Ecosystems Branch, Ministry of Environment (hereafter the
Executive Director) will designate or approve a team chair. The chair will make
recommendations for team membership in consultation with the Recovery Planning
Coordinator. The chair will also prepare letters of invitation, terms of reference
(including conflict of interest policy and team procedures), a draft first meeting agenda,
and a draft work plan in advance of the first team meeting (See Sections 2 through 7).
The team chair will issue the letters of invitation along with the most recent status
report(s) and draft terms of reference to prospective team members (see upcoming
sections for templates).
Appropriate team composition is critical to complete an effective planning process.
Agencies with management responsibility (federal and provincial governments at a
minimum) for the species or ecosystem must be invited to participate on the team. Other
members must have relevant knowledge (including aboriginal traditional knowledge) and
expertise required to provide science advice on measures required to recover the species
or ecosystem. Team membership will vary depending on specific circumstances of the
planning process; however, team members will be selected for their knowledge of (1) the
species/ecosystem, or relevant disciplines; (2) the threats contributing to the status of the
species/ecosystem (e.g., resource extraction, forestry, hydrology); or (3) elements of plan
design or implementation. Although members of a team may come from a diverse array
of backgrounds, members may neither represent nor actively promote their respective
agency’s mandate. Team members bring their expertise together to provide the best
available science-based advice on the measures required for recovery or management of a
species or ecosystem.
When selecting potential members from agencies that have management responsibility,
the distribution of the species or ecosystem and representation from the major land
managers throughout the species or ecosystem range should be considered. Other
considerations for selecting the appropriate expertise include examining land use
measures/threats that affect the species or ecosystem. For example, determine whether
the species is likely to be affected by land use planning decisions, urban or agricultural
development, forestry, invasive species, range management, tourism and recreational
developments, hydroelectric projects, utility corridors, mining, or other industrial
developments. Based on these considerations appropriate government, academic, and
other experts should be invited as team members. When species cross international
boundaries, it may be beneficial to co-ordinate recovery efforts with representatives from
the United States Fish and Wildlife Service and/or state wildlife agencies.
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Contact the Recovery Planning Coordinator at the Ministry of Environment for assistance
in determining appropriate team membership as needed. The letter of invitation to
participate on the team should be addressed to allow the agency/organization to
coordinate their involvement. An appropriate or preferred member can be suggested in
the letter.
Reviewing Team Membership
The team will review membership at the first team meeting and thereafter, at least
annually. The chair may make recommendations to the Executive Director to add new
members to the team (or change team membership) at any time in a manner that is
consistent with the team’s terms of reference.
Establishing Team Size
The number of members is an important consideration when assembling a team. The
optimal group size for a well-functioning team is 5–7 members. Larger teams will permit
a wider representation of expertise, but may not allow full participation and involvement
of all members. When there are many potential contributors to the planning process, these
experts could be involved through technical workshops, scientific/technical sub-groups,
and/or advisory groups that report to the core team.
1.2
Establishing Team Mandate and Process
Team members will be provided with a clear understanding of their mandate, purpose,
and functions at the first meeting as outlined in the letter of invitation and draft terms of
reference. In general, the mandate of a team is to facilitate recovery/management of the
target species or ecosystem by providing the best available scientific advice in the form
of a recovery planning document to the Executive Director. Science advice provided by
teams does not constitute government policy and the responsibility for making
management decisions based on this science advice rests with the lead jurisdiction(s).
The team chair will be in place when the team is formed. A co-chair may be selected at
the first team meeting, or may result from two jurisdictions sharing responsibility for the
species or ecosystem. The team chair will be responsible for arranging meetings,
membership, team activities, reporting on progress and implementation, and team
communications as outlined in the terms of reference. Support for administration and coordination may be provided through contract, however, the team chair will be ultimately
responsible for these functions.
Other roles for team members may also be designated (e.g., secretary), but ultimate
responsibility for these functions will rest with the chair. See Section 6 for an outline of
general team functions and examples of topics covered in a first team meeting.
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Terms of Reference
Terms of reference describe the purpose and structure of the team. They also define and
guide the operating principles and procedures for the team. The main purpose of the
terms of reference is to provide a common understanding of the task of the group, and a
basis for making decisions. All newly formed provincial teams are required to adopt a
terms of reference based on the templates provided in this guide (Section 3) and existing
teams are encouraged to adopt these updated terms of reference if they have not yet done
so. The terms of reference should be finalized at the first or second team meeting. Once
all members of the team have signed on, the Executive Director will sign-off on the terms
of reference for the team. A copy of the final terms of reference should be provided to the
Recovery Planning Coordinator at the Ministry of Environment to facilitate this step.
The ability to make well-considered decisions may be affected by other personal or
professional interests. A conflict of interest generally means any situation where an
individual has or promotes an interest that can be perceived to result in an interference
with their objectivity, or an advantage or material gain to the individual or the
individual’s personal contacts. To ensure that the team conducts business in an open and
equitable manner, a conflict of interest policy is included with the draft terms of
reference. The terms of reference package also includes team procedures, which describe
how members will conduct themselves and how disputes will be resolved.
1.3
Team Operations
Work Plans
A work plan will be adopted at the first meeting to describe the process and set out a
timeline for drafting the recovery plan or management plan (Section 7). Further work
plan tasks can be added as necessary such as establishing tasks and timelines for
implementation of short-term recovery/management actions, reporting on progress, and
ensuring peer review.
Record Keeping
While the chair will be responsible for record keeping, all team members should be aware
that a “paper trail” showing how decisions were made will be maintained. All documents
and materials directly or indirectly considered by the team in making decisions
concerning recovery planning will be included in an administrative record, including
those that appear contrary to agency/team decisions. Aside from relevant policy and
technical information, also included will be meeting agendas, minutes and transcripts,
invitations and outreach material, press releases, decision documents, and any other
materials relating to the planning process. Internal and external correspondence relating
to the recovery plan or management plan should be included, including hard copies of
relevant emails. Telephone conversation notes may also be added to the record if these
notes are not solely for personal use.
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Team Support
Decisions about priorities for formation of new teams and resources for new or existing
teams will be made by the lead agency. The Province will make these decisions annually
based on capacity and priority.
The Recovery Planning Coordinator at the Ministry of Environment is an important
resource for teams. The Recovery Planning Coordinator provides a link between teams
and government, and is available to assist teams in all aspects of recovery planning
including: team formation, providing up-to-date guidance and advice on recovery
planning policy and procedure, including advice on plan content. The Recovery Planning
Coordinator is also the primary contact for assisting teams with the government review,
approval, and publication process.
Intellectual Property and Moral Rights
Recovery planning documents are meant to be “living documents” that will be revised
and updated approximately every five years, or more frequently as new information
becomes available. When documents are written through a contract with the Province,
one of the terms of the contract requires the authors to cede their intellectual property
rights and waive their moral rights to the Crown (i.e., the B.C. government will own the
final product). Note that recovery planning documents produced by a team are advisory
in nature, and the responsible jurisdictions may add appendices to meet additional legal
or policy requirements.
Training
Some training/instruction on topics related to government policy and procedure, recovery
planning best practices, guidance for teams, and implementation may be provided to team
members or chairs. The Ministry of Environment Recovery Planning Coordinator will
communicate available opportunities to teams as they arise.
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2. INVITATION LETTER TO PARTICIPATE ON A TEAM
Date: yyyy/mm/dd
Subject: Invitation to participate on the Name X Recovery / Management Team
Dear name/organization,
The British Columbia Ministry of Environment (MoE), as the agency with primary
management responsibility for species/ecosystem X, requires expert advice on measures
necessary to achieve recovery of this insert conservation status and species/ecosystem.
The Name X Recovery/Management Team, accountable to the Executive Director of the
Ecosystem Branch, is being established to provide this advice. The primary role of the
team is to provide scientifically sound recovery advice in the form of a
recovery/management plan to facilitate recovery of the species in British Columbia.
I would like to invite you/a member of your organization to participate on the Name X
Team. As a member of the team you/a member of your organization will be expected to
contribute your/their expertise to the recovery/management of species/ecosystem X.
Additional details on the proposed mandate and procedures for the team can be found in
the attached draft terms of reference. Details on the species/ecosystem can be found in
the attached status report(s).
The recovery planning process will be chaired by Name from Organization. We would
like to hold the first team meeting as soon as possible/on date X. If you/a member of your
organization are/is interested in joining the Name X Team, please confirm your
participation with me at your earliest convenience. A designated alternate is welcome to
attend meetings regularly to provide technical knowledge as appropriate, and should be
able to attend meetings when the primary participant cannot.
Thank you in advance for your support and assistance. We look forward to working with
you on the recovery/management of species/ecosystem X.
If you have any questions, please do not hesitate to contact me.
Sincerely,
Executive Director’s Name
Executive Director, Ecosystem Branch
B.C. Ministry of Environment
Or Recovery Team chair
Encls.
species X COSEWIC Status Report
Draft Terms of Reference
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3. DRAFT TERMS OF REFERENCE FOR TEAMS
Draft Name X Recovery / Management Team
Terms of Reference (insert date yyyy/mm/dd)
1. Purpose
The species (Scientific name)/ecosystem is a priority X under goal X of the British
Columbia (B.C.) Conservation Framework (add other status information as appropriate,
e.g., status under SARA Schedule 1 and B.C. Wildlife Act). The B.C. Ministry of
Environment (MoE), as the jurisdiction responsible for managing species/ecosystem X,
and in accordance with provisions of the Accord for the Protection of Species at Risk
(1996), and the Canada-British Columbia Agreement on Species at Risk (2005), requires
expert advice on the measures required to recover this species/ecosystem. The Name X
Team is being established to provide this advice.
2. Role of the Recovery/Management Team
The primary role of the Name X Team is to provide the MoE with scientifically sound
advice in the form of a recovery/management plan to facilitate the recovery of
species/ecosystem X in British Columbia. This team reports to, and is accountable to, the
Executive Director of the Ecosystem Branch, MoE (hereafter the Executive Director).
Responsibility and accountability for making management decisions based on this advice
rests with responsible jurisdictions. Advice provided by the team does not constitute
government policy. This primarily advisory function does not preclude team members
from being directly involved in recovery implementation.
3. Specific Functions of the Name X Recovery/Management Team
 Facilitate, coordinate, and actively participate in the development of a sciencebased recovery/management plan by insert date.
 Ensure the recovery/management plan is prepared following the most recent
guidance documents and policies provided by the government of B.C.
 Coordinate, implement, and track short-term recovery actions concurrently to
recovery plan development as resources allow.
 Report on implementation of recovery actions.
 Review the recovery/management plan every five years, and update if necessary.
 Provide general advice on recovery needs, management issues, funding proposals,
and any other issues relating to the species/ecosystem as needed.
 Coordinate activities with other teams which are operating in the same
geographical area.
4. Role of the Recovery/Management Team Chair
The process for selecting the chair will be determined by the lead jurisdiction(s). The role
of the team chair is to facilitate team operations and the recovery planning process in
general. The chair will call meetings, ensure minutes are taken, distribute materials and
documents, provide an opportunity for all members to contribute recommendations and
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ideas, and ensure that the terms of reference are met. The chair will assign a co-chair
(with support from team members) to act in their place when absent.
5. Membership
Initial team membership is determined by the chair in consultation with the MoE
Recovery Planning Coordinator and the Executive Director. Team members normally
serve for renewable terms of two years. Membership will be reviewed at least annually
and more frequently if necessary. New team members may be proposed at any time, and
upon approval of the Executive Director, may be added to the team. The team may seek
outside expertise at any time without adding to team membership. However, external
guests will not be considered full members and will not have privileges on issues such as
voting.
Team members may choose to designate an alternate who can contribute relevant advice
on behalf of their agency, organization, or area of expertise when members are unable to
attend meetings. Alternates are responsible for ensuring they are fully briefed and up-todate on the activities of the team.
6. Recovery/Management Team Operations
6.1 Meetings
Regular meetings will be held twice a year either in person or via teleconference. Other
business will be conducted electronically or via teleconference. Additional meetings may
occur as deemed necessary by the team. Minutes of every meeting are required and will
take the form of records of decisions and follow-up actions, and will be distributed to all
team members.
6.2 Costs for Travel to Meetings
The organizations represented by individual members will be requested to sponsor the
costs of members travel to and from meetings. If financial constraints exclude
participation this should be brought to the attention of the chair(s). In some
circumstances, travel expenses for other individuals who are not supported by an
organization may be submitted to jurisdictional leads for reimbursement (prior approval
must have been arranged).
6.3 Unexcused Absences of Members
Members should try to attend all meetings and notify the chair(s) if they cannot attend a
meeting. A team member or their alternate who does not attend at least 50% of the team
meetings within a one-year period without good reason may be asked to step down.
6.4 Confidentiality and Sensitive Data
As part of the recovery planning process, team members may have access to confidential
and sensitive information. Confidential and sensitive information may take several forms,
including information provided by third parties previously identified as sensitive or
confidential, conversations or e-mails with information providers, documentation
produced by the team containing sensitive or confidential information, and internal team
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conversations and e-mails relating to sensitive and confidential information. It is the
responsibility of individual team members to alert the team chair(s) to any sensitive
information they bring to the team. The team chair(s) is responsible for clearly
identifying all sensitive and confidential information that should not be released by the
team and ensure it is recorded in writing.
All team members will maintain the confidentiality of any information identified as
confidential or sensitive with which they work and keep the data secure and accessible
only to those who have rights to this information. No unauthorized user outside of the
voting members of the team should see, hear, or use sensitive or confidential information
without the written permission of the information provider and the team chair(s) unless
compelled to do so by law. All members should be aware that records of the team could
become publicly available through the B.C. Freedom of Information and Protection of
Privacy Act.
6.5 Official Spokesperson for the Recovery/Management Team
The chair(s) will be the official spokesperson for the team and will be identified as the
initial contact for the media. Other members may not speak on behalf of the team nor
release information without written approval from the chair(s) of the team.
Members other than the chair(s) will not represent the opinions of the Name X Team, nor
release team documents such as e-mails, minutes of team meetings, and draft reports
created under the auspices of the Name X Team. All requests for information relating to
the Name X Team should be forwarded to the team chair(s).
6.6 Work Planning
The team will prepare an annual work plan defining team priorities and projects. At a
minimum, the work plan will include project name and objectives, schedule, budget,
sources of funding, and partnerships.
6.7 Decision Making
Decisions will be made by consensus whenever possible and by two-thirds majority vote
only when absolutely necessary. Consensus is defined as a general agreement that all
members can accept. Members may not agree with the specific details of a decision
reached by consensus, and it may not fully incorporate everyone’s views, but it is a
decision that members can and will support both within and outside the team. When
consensus cannot be achieved, differing views will be recorded in the meeting’s minutes
and other relevant documents.
6.8 Voting Privileges/Alternates
Only official members of the recovery team will vote, with votes being limited to one per
member. The approved alternate may vote in the absence of the regular member with
prior approval of the recovery team chair(s). The team chair(s) is considered a member
and has voting privileges.
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6.9 Conduct of Recovery/Management Team Members
Team members are expected to function effectively as a team with the conservation of
species/ecosystem X as a common goal. Members are expected to contribute their
knowledge and expertise to the work of the team, and to carefully review and provide
comments on draft documents. Members will identify when recovery actions will affect
their agencies’ or organizations’ legislation, policy, procedures, and mandate but shall not
represent nor act as an active promoter of their respective agency’s or organization’s
views, concerns, or desires. If members are perceived to have a conflict of interest, they
are expected to follow the team’s conflict of interest policy (see Section 4); this should be
documented in the meeting minutes.
Members are expected to adhere to the terms of reference, conflict of interest policy
(Sections 4Appendix 1), and team procedures (Appendix 2) for the recovery team. If any
member fails to do so, or if any member impedes the progress of the team, the chair(s)
may request that they leave a team meeting, and may recommend to the Executive
Director that they be removed from the team. If a member is removed from the team, the
Executive Director may work with the sponsoring organization to seek a replacement.
6.10 Dispute Resolution
In the event of irreconcilable differences among members, the recovery team will follow
the dispute resolution procedures laid out in Appendix 2, recovery team procedures.
7. Team Member Signatures
I have read, understand, and agree to abide by these terms of reference. (insert additional
lines as needed)
Name (print)
Signature
Date
Name (print)
Signature
Date
Name (print)
Signature
Date
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4. NAME X TEAM CONFLICT OF INTEREST POLICY
1. Preamble
The Name X Recovery Team recognizes the need for a Conflict of Interest Policy and
agrees that the following policy shall be adhered to by all members of the recovery team.
The ability to make good decisions is sometimes affected by other interests—personal or
professional. Such conflicts of interest cannot be eliminated—they are a regular part of
organizational and personal life. This does not mean that we cannot conduct business
with people we have some association with; it does mean that we will conduct business in
an open and equitable manner.
The objective of this policy is to help members fairly and equitably manage potential
conflicts of interest when they occur.
2. Definition
Conflict of interest means generally any situation where an individual has or promotes an
interest that results in or may be perceived to result in:


an interference with the objectivity with which the individual is expected to
exercise responsibilities and duties related to their association with the Name
X Recovery Team; and/or
an advantage or material gain to an individual, and/or to other persons(s) or
organization(s) with whom the individual does not deal at arm’s length,1 by
virtue of the individual’s role in relation to the Name X Recovery Team.
3. Principles
1. Unless it is first disclosed and sanctioned, no team member or associated member
shall use their position, or knowledge gained thereof, in such a manner that a conflict
arises between the interests of the Name X Recovery Team and their interests.
2. When functioning within the Name X Recovery Team, each person has a duty to
place recovery team interests, particularly recovery of the species, foremost in any
dealings they have with the recovery team.
3. Any Name X Recovery Team member who becomes aware of a potential conflict of
interest with respect to any decision or action to be taken by any individual shall
make this potential conflict of interest known immediately in any discussion relating
to the matter.
You may be considered to have an arm’s length business relationship when the buyers and sellers of a
product (or service) act independently of each other and have no relationship to each other. Close personal
relationships with friends (an individual you have a relationship with outside your professional interests)
and relatives are not at arm’s length.
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4. Decisions taken by the Name X Recovery Team regarding the management of
conflict of interest must be open and fair.
5. Conflict of interest circumstances vary and the judgment and flexibility of the
decision-making body concerned must be preserved. Common sense should prevail.
Some of the approaches for dealing with conflict of interest situations that may be
considered are as follows:
The individual with the conflict:
a. is removed from all aspects of the decision-making process on the matter concerned;
b. may be present and/or participate in discussion but withdraw from the decision;
c. will excuse themselves from any discussion in connection with the matter in question;
d. may participate in the initial discussion and then be asked to leave for further discussion before the
decision;
e. may vote or be present for the decision, but the decision will be decided by secret ballot; or
f. may participate fully when the declared conflict is considered by the team, committee, or group to
be inconsequential or not to exist.
4. Conflict Management
When an actual, perceived, or potential conflict is identified by any person, the following
action will be taken:
1. The individual concerned must fully disclose the conflict to the chair.2
2. The chair, often in consultation with other members, recommends an appropriate
course of action given the particular circumstances of the conflict. The team must
agree on the recommended approach, by consensus if possible or two-thirds majority
vote if consensus cannot be reached.
3. Any member may ask for a decision to be taken by secret ballot when dealing with a
matter where there is a conflict of interest.
4. The minutes of the meeting must record the potential conflict of interest and how it
was avoided or dealt with. However, the minutes should not record personal
information (i.e., remove reference to names of individuals or companies) but rather
simply describe the conflict.
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Where the individual concerned is a contracted member, the conflict shall be fully disclosed to those
responsible for supervision and direction of the contracted individual. The specific tasks involved with the
conflict shall normally be reassigned. Where this is impractical or the identified conflict considered
relatively inconsequential, the supervisor(s) shall record the conflict declaration and provide the contractor
with direction on how to openly and equitably complete the task. This information will be disclosed at the
earliest opportunity in the team minutes.
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5. NAME X TEAM PROCEDURES
1. Conduct of Members
Members will:
1.1 Conduct themselves and discuss issues in a constructive manner which is respectful
of others.
1.2 Be responsible for staying informed on issues under discussion and make the
necessary preparations to contribute to each meeting.
1.3 Be responsible for bringing their expertise to the table and for keeping the chair(s)
informed of particular concerns.
1.4 Listen carefully to the views of other members and ask questions designed to clarify
or expand on those views.
1.5 Create a “safe environment” that invites other members to test new ideas (i.e., think
out loud without criticism).
1.6 Allow others to express their views.
1.7 Respect the views of other members.
1.8 Characterize the perspectives of others in a manner that is consistent with that
respect.
1.9 Actively work towards reaching consensus.
2. Dispute Resolution
2.1 Issues that are not easily resolved by the recovery team will be subject to a
sequence of progressively more detailed dispute resolution techniques.
2.2 In instances where the recovery team encounters an apparent impasse, members
will proceed to:
 clearly define the issue(s) and its parts;
 identify the concerns of members as they relate to the issue;
 brainstorm possible “solutions” that solve the issue(s) and address the concerns;
 evaluate the alternative solutions; and
 select the best alternative.
2.3 If Section 2.2 does not provide a solution, the recovery ream may ask representative
individuals to document their views on the issue and to provide those views at a
subsequent meeting.
2.4 Where it is not possible to resolve the issue(s) at the table, the recovery team may
decide to strike a sub-committee charged with bringing recommendations back to
the table. The sub-committee would proceed in a manner that is consistent with
Section 2.2 but may have a more detailed discussion and may draw on additional
information and insights. The sub-committee may also elect to seek a solution
through mediation.
2.5 In the event that the issue(s) remains unresolved the recovery team may:
 document the results from Section 2.4 in as much detail as possible;
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




seek the advice of an external party;
seek additional information;
prescribe an alternative approach to reaching a decision;
defer the matter to a later date; and/or
look to the Executive Director of Ecosystem Protection and Sustainability
Branch (MoE) to help resolve the issue.
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6. SUGGESTED FIRST MEETING AGENDA
Draft first meeting agenda for the Name X Recovery Team
Time
Topic
Details
Introductions

The Name X Recovery
Team


Species/Ecosystem X



Work plan


Recovery/Management plan
structure




Next meeting


Members introduce themselves and briefly summarize
what experience/expertise they will contribute to recovery
planning for species/ecosystem X
Roles and responsibilities of the recovery team
Roles and responsibilities of the lead and participating
agencies
Review draft terms of reference
Members discuss and sign terms of reference
Overview of the status and life history of the
species/ecosystem X
Identify timeline and process for drafting the
recovery/management plan
Identify immediate recovery needs to be addressed while
drafting the recovery/management plan
Review and populate draft work plan
Overview of recovery/management plan structure and
content requirements (B.C. guidance package)
Review of draft background section (if prepared before
meeting)
Discussion of feasibility, threats, recovery goals, and
objectives
Establish date, time, and draft agenda items
Outline actions to be completed before the next meeting
List of materials to be distributed before the meeting:





draft terms of reference
B.C. Guide to Recovery Planning for Species and Ecosystems
Species X COSEWIC status report (if applicable)
draft work plan
draft background section of recovery/management plan (if prepared before meeting)
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7. DRAFT WORK PLAN FOR TEAMS
Draft work plan for initiation and operation of the Name X Recovery Team (Insert
Dates covered by the work plan)*
Objective
Initial recovery team
(RT) membership
list
Preparation for first
RT meeting
First RT meeting
(establish the RT)
Preparation and
review of 1st draft of
the RS
Second RT meeting
Jurisdictional and
peer review
Revise draft RS/MP
Other
Actions
Chair(s) to develop, invite, and
confirm members of the RT in
consultation with the Recovery
Planning Coordinator
Prepare and distribute background
materials to RT in advance of first
meeting:
 draft terms of reference
 B.C. Guide to Recovery Planning
for Species and Ecosystems
 species X COSEWIC status
report (if applicable)
 draft work plan
 draft background section of
recovery (RP) or management
plan (MP) if available
 Finalize terms of reference and
have all members sign
 Complete draft work plan

Determine process for drafting
the RP/MP

Identify other work items as
needed
 Author prepares first draft of the
RP/MP
 1st draft is distributed to the RT
for review
 Author revises first draft
 Finalize and endorse the RP/MP
 Identify external peer reviewer(s)
 Other action items as needed
 Submit draft RP/MP to Recovery
Planning Coordinator
 Send draft for peer review
 Incorporate comments from
jurisdictional and peer review
into the RP/MP
 Submit final RP/MP to Recovery
Planning Coordinator for final
approval (some revisions may be
required)
 Add additional work plan items
as needed
Lead
Chair
Chair
Resources
Timeline
Before first
meeting
Before first
meeting
* This work plan is suggested to facilitate production and publication of the recovery document. Additional
work items should be added by recovery teams to meet their needs.
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