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This guidebook codifies the principles and methods of applying systems change and portfolio approaches to complex development challenges with practical tools and examples. It is based on the empirical learning generated from the collaborative initiatives in UNDP Country Offices in Bhutan, Pakistan, the Philippines, and Viet Nam with support from Regional Innovation Centre for Asia and the Pacific.

On Wednesday, November 15, 2017 at 8:00 a.m. EST, the Bureau for Policy, Planning and Learning (PPL) held a one-hour webinar exploring Strategy-level Portfolio Reviews and Mid Course Stocktaking.

While agile approaches can be extremely effective at a project level, they can impose significant complexity and a need for adaptiveness at the project portfolio level. While this has proven to be highly problematic, there is little research on how to manage a set of agile projects at the project portfolio level. What limited research that does exist often assumes that portfolio-level agility can be achieved by simply scaling project level agile approaches such as Scrum. This study uses a...

This technical analysis explores previous and ongoing social learning efforts, best practices, challenges, and lessons in USAID as a foundation for improving the implementation and design of the Agency’s forestry and biodiversity programs. This analysis is particularly relevant as the Bureau of Economic Growth, Education and the Environment’s Office of Forestry and Biodiversity (E3/FAB) begins to develop a Cross-Mission Learning Program under the Measuring Impact initiative, a five-year...

In the CEDIL Methods brief, ‘Evaluating complex interventions: What are appropriate methods?’ we identify four types of complex development interventions: long causal chain interventions, multicomponent interventions, portfolio interventions, and system-level interventions. These interventions are characterised by multiple activities, multiple outcomes, multiple components, a high level of interconnectedness, and non-linear outcomes.

This paper reviews promising methods for the evaluation of complex interventions that are new or have been used in a limited way. It offers a taxonomy of complex interventions in international development and draws on literature to discuss several methods that can be used to evaluate these interventions. Complex interventions are those that are characterised by multiple components, multiple stakeholders, or multiple target populations. They may also be interventions that incorporate...

• Donors are increasingly using portfolio-based programmes that embrace ‘good failure’ and adaptive, political programming. • However, measuring the impact of these programmes is challenging, especially for those working on policy influence and building country systems; not only do you need to measure the positive and negative impact of the overall portfolio, but also the different pathways tested. • Programmes, therefore, need a light-touch monitoring and evaluation system that allows...

ICAI published this review on DFID’s approach to value for money in February 2018, and as value for money is both a process and an outcome and cuts across all aspects of DFID’s operations, did not score this review. We made five recommendations and published a follow-up to this review in July 2019. All UK government departments are required to achieve value for money in their use of public funds. In recent years, DFID has been working to build value for money considerations further into its...

In fields like climate and development, where the challenges being addressed can be described as “wicked”, learning is key to successful programming. Useful practical and theoretical work is being undertaken to better understand the role of reflexive learning in bringing together different knowledge to address complex problems like climate change. Through a review of practical cases and learning theories commonly used in the areas of resilience, climate change adaptation and environmental...

This is a series about Monitoring, Evaluating and Learning (MEL) whether sets of interventions/portfolios are adding more together than each one would produce on their own. In post 1, I pointed to coherence, the new OECD-DAC evaluation criteria as a way to bridge the ambition of bringing bigger change with the MEL world. In post 2, I shared 3 of 4 practical lessons I’ve learned in experimenting with MEL systems and exercises that focus explicitly on interactions of...

This is a series about Monitoring, Evaluating and Learning (MEL) whether sets of interventions/portfolios are adding more together than each one would produce on their own. In post 1, I pointed to coherence, the new OECD-DAC evaluation criteria as a way to bridge the ambition of bringing bigger change with the MEL world. In post 2, I shared 3 of 4 practical lessons I’ve learned in experimenting with MEL systems and exercises that focus explicitly on interactions of...

This is a series about Monitoring, Evaluating and Learning (MEL) whether sets of interventions/portfolios are adding more together than each one would produce on their own. In post 1, I pointed to coherence, the new OECD-DAC evaluation criteria as a way to bridge the ambition of bringing bigger change with the MEL world. In post 2, I shared 3 of 4 practical lessons I’ve learned in experimenting with MEL systems and exercises that focus explicitly on interactions of...

Achieving broad-based socio-economic development requires interventions that bridge disciplines, strategies, and stakeholders. Effective sustained progress requires more than simply an accumulation of sector projects, and poverty reduction, individual wellbeing, community development, and societal advancement do not fall neatly into sectoral categories. However, researchers and practitioners recognize key operational challenges to achieving effective integration that stem from the structures...

Multiple aid agencies often try to support change in the same places, at the same time, and with similar actors. Surprisingly, their interactions and combined effects are rarely explored. This Policy Briefing describes findings from research conducted on recent aid programmes that overlapped in Mozambique, Nigeria, and Pakistan, and from a webinar with UK Foreign, Commonwealth & Development Office (FCDO) advisors and practitioners. The research found three distinct categories of ‘interaction...

Most measurement and adaptive management approaches were developed for and from individual projects. This briefing aims to guide measurement and management of country-level portfolios of work. It identifies potential purposes portfolio-level analyses can fulfil, types of adaptation, and the relative role of monitoring, learning and evaluation (MEL). Drawing on reviews of practice from the United States Agency for International Development (USAID) and the United Kingdom Department for...