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Building on interviews with colleagues in development organizations, donor & partner governments and foundations, this article explores the adoption of system and portfolio-based approaches in the development sector focusing on organizational motivations and challenges, changes in the network of the development sector actors, and types of collaborative experiments initiated around the novel approach. The aim is to take steps towards understanding how this type of approach for system change...
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As the trust-based philanthropy wave is washing over the sector once again, concerns over its ability to prove impact, facilitate learning, and evaluate previous approaches are bubbling up. As a philanthropy professional with over …
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Because trust-based philanthropy shouldn’t mean blind faith.
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Florencia Guerzovich and Alix Wadeson
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When social accountability interventions scale up and their sustainability depends on the interactions of many agents and system components, related results are rarely observable at the end of an intervention. The 2019 OECD Development Assistance Committee’s (OECD DAC) revamped evaluations criteria for assessing sustainability acknowledges that such results are often emergent, and should be monitored and evaluated with this in mind. It therefore emphasizes a turn towards assessing complex...
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In early 2021 we were asked to support two initiatives in South-East Queensland by undertaking a developmental evaluation of how they collaborated across multiple partners to reduce, prevent and ultimately end homelessness. The initiatives, Brisbane and Logan Zero, started with the ‘Advance to Zero’ methodology, and adapted this as they progressed. We were asked to track how contributors collaborated to tackle the systemic nature of this challenge. This gave us the opportunity to work with...
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Using the hammer-and-nail analogy of the law of the instrument, often attributed to Abraham Maslow, this essay explores the minimal utilisation of theories of change within programmes despite their almost mandatory inclusion in programme proposals, designs, and evaluations. The essay then considers reasons for this lack of use and explores potential solutions to the same. The essay contends that theories of change can be used for a variety of purposes—in programme design; as complementary...
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Theory of change is an explicit articulation of how an intervention creates an intended result to address a specific problem. This ‘theory’ is difficult to re/construct if the ‘context’ is complex, conflict-ridden, and uncertain. In such contexts, causal linkages leading to a desired outcome tend to be messy, multilevel, multidirectional, and unpredictable, as plans and strategies often do not work as anticipated. Whilst some activities lead to outcomes, others do not. Outcomes (positive or...
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This essay makes the case that an actor-based approach to theory of change development can assist philanthropic foundations to shift from their conventional approaches of supporting stand-alone grants or siloed programmes to strategies that focus collective efforts across a range of partners on achieving systems change. It presents the concept of an actor-based approach to theory of change development and provides an illustrative example to demonstrate its suitability. The essay then...
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This book sets out the responses from a group of international practitioners and experts to three questions posed by the editors around how they are using theories of change in their work, what they have found to be the limits of their use, and what further adaptations they feel are needed so that theories of change remain relevant and useful in the future. The responses we received are, given the diversity of the contributors, understandably diverse with reference to perspective, emphasis,...
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**A New York Times Bestseller**'Co-Intelligence is the very best book I know about the ins, outs, and ethics of generative AI. Drop everything and read it cover to cover NOW' Angela DuckworthConsumer AI has arrived. And with it, inescapable upheaval as we grapple with what it means for our jobs, lives and the future of humanity.Cutting through the noise of AI evangelists and AI doom-mongers, Wharton professor Ethan Mollick has become one of the most prominent and provocative explainers of...
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Beyond a useful tool for evaluators, theories of change can serve as an effective tool for programme delivery. However, they are often not used to their full potential. This essay will cover ways in which theories of change can be more actively used in programme management to improve programme delivery. Examples of this include using theories of action in the planning, delivery, and reporting against activities, and integrating assumptions identified in the theory of change in risk...
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Theories of change for interventions in complex systems present a challenge for usual approaches to developing, representing, and using theories of change. Interventions in complex systems operate under conditions of ongoing uncertainty, not because of a lack of information but because of three features that contribute to this uncertainty: (1) numerous, diverse, and interacting components; (2) nonlinear relationships; and (3) changes brought about through self-organisation, agency,...
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This essay discusses how theory of change can be used as a design tool to help funders and their grantees shift from short-term, discrete activities to addressing deeper, systems-level change. Facilitating a theory of change design process as part of an effort to co-design a strategy should, ideally, lead to a strategy that highlights collective efforts and ultimately stimulates meaningful and powerful collaboration. Yet, engaging programme teams and grantees in theory of change has been...
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