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This practical guide from the UK Evaluation Society explores how evaluators can use AI tools responsibly and transparently across all stages of the evaluation process.
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Earlier this year we spoke to 102 leaders from across the globe to ask: Ten years from now, what will we regret not having done today? This framing turned out to be a powerful device for collective horizon scanning and foresight. Across every conversation there was a sense that this moment demands more from us all, along with a strong eagerness to explore what we can own and act on. More than that, these discussions surfaced direction, hope and a way forward. From CEOs, professors, PhDs,...
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This paper shares an insider's perspective on the spread of Thinking and Working Politically (TWP) across the US Agency for International Development (USAID), highlighting lessons learned along the way that are relevant even beyond the dissolution of the Agency in 2025.
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The CGIAR 2030 Research and Innovation Strategy commits organizational change with seven ways of working, including “Making the digital revolution central to our way of working”. In that context, Artificial Intelligence (AI), introduces both opportunities and risks to evaluation practice. Guided by the CGIAR-wide Evaluation Framework, integrating AI tools requires a governance approach to balance innovation with ethical responsibility, ensuring transparency, fairness, accountability, and...
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Today’s critical challenges are complex and require system level change. Issues like ending poverty, reversing biodiversity collapse, creating more equitable and sustainable food systems, or ending health inequalities, will not respond to neat siloed technical interventions. These are not problems we can tackle head on. Rather, we need to change the conditions (systems) that create these problems. Consequently, many of the most ambitious philanthropic foundations are adopting ‘systems...
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One of the main questions evaluators have when using AI is: "How can I know if it performs well?" To answer this question, we have developed a guidance note aimed at capturing what we have learned so far about integrating AI into evaluation and to offer a framework for further exploration. Since we began our experiments with Large Language Models (LLMs) in the Spring of 2023, we have made significant progress in using Generative Artificial Intelligence (GenAI) for processing and analyzing...
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Process tracing (PT) involves a detailed analysis of the processes that link interventions to outcomes. PT is particularly useful for evaluating interventions that are difficult to quantify, such as knowledge work or institution building. It involves creating a detailed causal theory, tracking the process theory of change (pToC) by examining the observable evidence, and learning general lessons from the cases studied. PT offers two main benefits to evaluators: first, it provides a clear way...
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Generative AI (GenAI) is evolving rapidly, and its use in violence against women research remains new and largely experimental. While researchers are beginning to explore GenAI’s potential, uncertainty around its risks, ethical challenges, and real-world application persists. Recognising the need for clear guidance, the Sexual Violence Research Initiative (SVRI) partnered with The MERL Tech Initiative (MTI) to develop this resource. This guide aims to provide background on GenAI, strengthen...
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Introduction Phase 1 - Power Up Phase 2 - Level Up
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This paper describes, synthesises and analyses the work of 25 Action Research Groups that were the heartbeat of the CLARISSA Systemic Action Research programme. The CLARISSA programme worked to create participatory and systemic solutions to the worst forms of child labour in the adult entertainment sector in Nepal, and the leather sector in Bangladesh. The paper explores how the action research groups were set up, and how they worked through key stages of trust and relationship building,...
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After eight years, I am leaving Porticus. From January 2025, I'll be starting a new chapter - working in a freelance capacity to support systems change efforts through strong learning, evaluation and strategy. Having worked with the amazing Porticus UK team for the first four years, I moved to Amsterdam in 2020 to work in the central strategy and learning team, supporting colleagues around the globe to embed strategy, evaluation and learning in their work. I loved this work. I learned a...
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Explore Climate KIC’s S-ToC guide A practical and flexible resource designed to help teams and partners navigate the complexity of systems change in the face of the climate crisis. Our S-ToC approach integrates systems thinking to support adaptive monitoring, evaluation, and ongoing learning. This guide empowers users to analyse systems, identify leverage points, and co-create change-oriented strategies that evolve with context. Whether you’re working on a small-scale pilot or a...
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This five-step framework, developed and tested by a foundation, embeds learning in emergent systems change strategies. It prioritizes the testing of hypotheses and assumptions, uses learning questions, and calls for examining both confirming and disconfirming evidence. --- A framework for embedding learning in systems change strategies and for testing strategic uncertainties. Learning and evaluation approaches that accompany systems change efforts need to fit with and support the emergent...
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The Reduced Access Analytical Methods (RAAM) toolkit is a practical resource designed to help humanitarian practitioners overcome monitoring challenges in reduced access environments. Reduced access can be caused by natural disaster, conflict, political instability, or other factors, and typically makes it difficult to conduct normal monitoring of program implementation. The RAAM toolkit offers technical and managerial tools for a menu of analytical methods that can fill information gaps...
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Over the course of this paper we lay out the basis of the Carve-Out method, an approach that leverages a behavioural framework to allow organisations (even those burdened with layers of bureaucracy and entrenched ideas) to create intentionally designed environments that give people the space, resources and support they need to explore and test new ideas. Ideas that may go on to transform the core of their organisation. The Carve-Out method is based on a simple insight: That if we want to...
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