Process tracing is a causal methodology that can help people understand how a particular large-scale change actually happened within a complex dynamic environment. Much of the existing literature provides important information about the method; we wrote this brief to help more people operationalize the concepts and learn about practical steps for using this method more easily, with quality, and toward a more equitable world. This piece was written based on our experiences implementing process tracing when our experience showed that existing materials on the method had a lot more conceptual than practical information. We’ve approached this as people with some successful (and some unsuccessful) experience with the method itself, alongside deep experience in evaluating initiatives and strategies in complex and dynamic settings. We focus not on the Bayesian side of process tracing but rather on how this can be implemented in a way that’s more participatory and lifts up the experiences and wisdom of those closest to the work and the problems being tackled. We hope this contributes to and helps make more approachable the important work of political scientists and methodologists upon which this work sits.

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