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A Conservation Management Plan is a document that guides the future management of a heritage place in order to maintain and enhance its cultural heritage significance. Typically, the document includes a history of the place and an analysis of the existing physical evidence, then uses this information to assess the significance of the place. Based on the assessed significance, obligations and opportunities are investigated, and a conservation plan is formulated. Broad conservation policies are supported with specific guidelines and strategies for implementation. Some places also warrant the inclusion of a landscape analysis, archaeological assessment, or other specialist input.

A Conservation Management Strategy (CMS) is a document recommended generally where an item is of local significance and requires some management direction but where a Conservation Management Plan is considered unsuitably large. A CMS will cover the history of the place, assess the significance, and covers general conservation management policies.