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We think that, applied well, theory of change can support charities and funders to take a systemic approach to their work. This report identifies five common pitfalls that organisations fall into when using theory of change, and walks through five rules of thumb that will help organisations to use the approach to tackle complex problems. We think that, applied well, theory of change can support charities and funders to take a systemic approach to their work. This report identifies five...
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As with all public policy work, education policies are demanding. Policy workers need to ‘know’ a lot—about the problems they are addressing, the people who need to be engaged, the promises they can make in response, the context they are working in, and the processes they will follow to implement. Most policy workers answer questions about such issues within the structures of plan and control processes used to devise budgets and projects. These structures limit their knowledge gathering,...
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Many rural poor and marginalized people strive to make a living in social-ecological systems that are characterized by multiple and often inequitable interactions across agents, scale and space. Uncertainty and inequality in such systems require research and development interventions to be adaptive, support learning and to engage with underlying drivers of poverty. Such complexity-aware approaches to planning, monitoring and evaluating development interventions are gaining strength, yet,...
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This is the second blog in our series ‘Lessons on using Contribution Analysis for impact evaluation’. In our first blog, we introduced Contribution Analysis (CA) as an overarching approach to theory-based evaluation and the idea of causal hotpots as a way to zoom in, unpack and make the hard choices of where to focus evaluation research. Identifying specific links in the theory of change (ToC) with specific evaluation questions enables you to then choose appropriate methods. We have applied...
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Over the past five years, colleagues from the Centre for Development Impact (CDI) – a joint initiative between the Institute of Development Studies, Itad and University of East Anglia – have been innovating with and learning how to use Contribution Analysis as an overarching approach to impact evaluation. In this blog series, we share our learning and insights, some of them in raw emergent form, highlight the complexities, nuances, excitements, and challenges of embracing new ways of doing...
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Unexamined and unjustified assumptions are the Achilles’ heel of development programs. In this paper, we describe an evaluation capacity building (ECB) approach designed to help community development practitioners work more effectively with assumptions through the intentional infusion of evaluative thinking (ET) into the program planning, monitoring, and evaluation process. We focus specifically on one component of our ET promotion approach involving the creation and analysis of theory of...
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Theory of change (ToC) is currently the approach for the evaluation and planning of international development programs. This approach is considered especially suitable for complex interventions. We question this assumption and argue that ToC’s focus on cause–effect logic and intended outcomes does not do justice to the recursive nature of complex interventions such as advocacy. Supported by our work as evaluators, and specifically our case study of an advocacy program on child rights, we...
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You may, or may not, be surprised to hear that many theories of change lack what we might generally understand as a theory.
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A fair amount has been written recently questioning the value added of theories of change. Have we gone through a hype cycle? Are they…
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In my last blog on theory-based Monitoring Evaluation and Learning (MEL), I explained why relationships matter, and how to assess change…
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Building on experience from the CGIAR Research Program on Aquatic Agricultural Systems implemented by WorldFish in the Visayas and Mindanao regions of the Philippines, known as the VisMin Hub, we describe the development and evolution of a monitoring and evaluation (M&E) system emerging from the facilitated action-reflection cycles of testing and adopting theories of change carried out with community partners through participatory action research (PAR). The former guides our community...
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This paper captures lessons from recent experiences on using ‘theories of change’ amongst organisations involved in the research–policy interface. The literature in this area highlights much of the complexity inherent in the policymaking process, as well as the challenges around finding meaningful ways to measure research uptake. As a tool, ‘theories of change’ offers much, but the paper argues that the very complexity and dynamism of the research-to-policy process means that any theory of...
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There are a number of options when it comes to using software to help create a logic model. These range from generic word processing tools (Word, Powerpoint, or their Google Doc or Mac equivalents), to software that has been specifically tailored for visualising Theories of Change, like TOCO or Miradi. You should consider what resources you have to invest in software, both in terms of cost and in time to learn and use the features. If you only have a short timeframe and have simple needs,...
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In an effort to increase the understanding of conservation enterprises’ activities and outcomes and to improve the effectiveness of biodiversity programming, this brief synthesizes lessons from past USAID-funded efforts to support conservation enterprises
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Theory of Change is more than just a tool or instrument. It is a mindset! A mindset to optimise impact management. As the cornerstone of impact management it is indispensable to any purpose-driven organisation targeting social or environmental value creation. It offers you the cornerstone of a learning approach toward change and impact. A way to build a mindset and organisational culture of critical reflection, co-creation with stakeholders and constant analysis of what works, why, for whom...
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The United Kingdom Research and Innovation (UKRI) Global Challenges Research Fund (GCRF) aimed to address global challenges to achieve the United Nations (UN) Sustainable Development Goals through 12 interdisciplinary research hubs. This research documents key lessons learned around working with Theory of Change (ToC) to guide Monitoring, Evaluation and Learning (MEL) within these complex research for development hubs. Interviews and document reviews were conducted in ten of the research...
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MEL4 Adaptive Management
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