Perverse Payment by Results: frogs in a pot and straitjackets for obstacle courses - Chambers, Robert (IDS - Participation, Power and Social Change, 2014)
Posts about Robert Chambers written by idsppsc

Planning & Navigating Social Change - Tools for Pacific voyagers - Orr, Douglas Epeli; Cavatore, Maria; Aston, Tom (Oxfam, 2019)
Those working to advance social change in the Pacific must understand, work with and respond to the complex and changing relationships and dynamics of power that exist within such networks, and situate their work in the context of decolonisation and self-determination. But the approaches typically used by NGOs to plan our projects and programs have failed to give due attention to these dynamics. The result is that our projects fall short of achieving their promise, despite being technically sound and logical. In this guide, we aim to provide a process and tools that prioritise and draw out the rich, often implicit, knowledge that Pacific Islanders have about our contexts to plan and manage social change initiatives in a manner that values and responds to this ocean of relationships. Drawing from these relationship-based and voyaging traditions, we emphasise the need to: • frame change in terms of change in people; e.g. change in the situation of groups of people and change in terms of the actions of people; • identify a course towards a particular ‘change destination’; • identify the signs to read that will help you determine where you are on that course; • be constantly attentive to the context as you make the journey, and • be ready to adjust your course in response to changes in your context. To support this way of working, we have selected a number of tools from approaches that we believe fit. In particular, we have drawn from the following approaches: • Thinking and Working Politically and other ‘politically aware’ approaches that recognise that the success of a development initiative will be determined by the interplay of relationships of power within a particular context, not just by having the right technical solution; • Outcome mapping because of its focus on people and relationships, and on identifying and supporting needed changes in the behaviour of specific actors in relation to others. This is key, because it’s individuals who deliver services, individuals who decide whether to allocate budget and resources to address a problem, and individuals who make the choice to believe whether a service is relevant to solving their issues; • Adaptive management because of its recognition that development initiatives take place within complex and changing systems and need to adjust to these and that this requires ongoing learning and adaptation.

Playbook for innovation learning. 35 diagrams to support talking and thinking about learning for innovation - Leurs, Bas; Roberts, Isobel (Nesta, 2018)

Pocket Guide to Systems Wayfinding - Davidson, Seanna (The Systems School, 2019)

Policy-driven monitoring and evaluation: Does it support adaptive management of socio-ecological systems? - Waylen, Kerry A.; Blackstock, Kirsty L.; van Hulst, Freddy J.; Damian, Carmen; Horváth, Ferenc; Johnson, Richard K.; Kanka, Robert; Külvik, Mart; Macleod, Christopher J. A.; Meissner, Kristian; Oprina-Pavelescu, Mihaela M.; Pino, Joan; et al. (Science of The Total Environment, 2019)
Inadequate Monitoring and Evaluation (M&E) is often thought to hinder adaptive management of socio-ecological systems. A key influence on environmental management practices are environmental policies: however, their consequences for M&E practices have not been well-examined. We examine three policy areas - the Water Framework Directive, the Natura 2000 Directives, and the Agri-Environment Schemes of the Common Agricultural Policy - whose statutory requirements influence how the environment is managed and monitored across Europe. We use a comparative approach to examine what is monitored, how monitoring is carried out, and how results are used to update management, based on publicly available documentation across nine regional and national cases. The requirements and guidelines of these policies have provided significant impetus for monitoring: however, we find this policy-driven M&E usually does not match the ideals of what is needed to inform adaptive management. There is a tendency to focus on understanding state and trends rather than tracking the effect of interventions; a focus on specific biotic and abiotic indicators at the expense of understanding system functions and processes, especially social components; and limited attention to how context affects systems, though this is sometimes considered via secondary data. The resulting data are sometimes publicly-accessible, but it is rarely clear if and how these influence decisions at any level, whether this be in the original policy itself or at the level of measures such as site management plans. Adjustments to policy-driven M&E could better enable learning for adaptive management, by reconsidering what supports a balanced understanding of socio-ecological systems and decision-making. Useful strategies include making more use of secondary data, and more transparency in data-sharing and decision-making. Several countries and policy areas already offer useful examples. Such changes are essential given the influence of policy, and the urgency of enabling adaptive management to safeguard socio-ecological systems.
Keywords: Adaptive Management; Environmental governance; Monitoring and Evaluation; Policy making; Socio-ecological systems; Sustainability

Policy experimentation and innovation as a response to complexity in China’s management of health reforms - Husain, Lewis (Globalization and Health, 2017)
There are increasing criticisms of dominant models for scaling up health systems in developing countries and a recognition that approaches are needed that better take into account the complexity of health interventions. Since Reform and Opening in the late 1970s, Chinese government has managed complex, rapid and intersecting reforms across many policy areas. As with reforms in other policy areas, reform of the health system has been through a process of trial and error. There is increasing understanding of the importance of policy experimentation and innovation in many of China’s reforms; this article argues that these processes have been important in rebuilding China’s health system. While China’s current system still has many problems, progress is being made in developing a functioning system able to ensure broad population access. The article analyses Chinese thinking on policy experimentation and innovation and their use in management of complex reforms. It argues that China’s management of reform allows space for policy tailoring and innovation by sub-national governments under a broad agreement over the ends of reform, and that shared understandings of policy innovation, alongside informational infrastructures for the systemic propagation and codification of useful practices, provide a framework for managing change in complex environments and under conditions of uncertainty in which ‘what works’ is not knowable in advance. The article situates China’s use of experimentation and innovation in management of health system reform in relation to recent literature which applies complex systems thinking to global health, and concludes that there are lessons to be learnt from China’s approaches to managing complexity in development of health systems for the benefit of the poor.

Policy messes and their management - Roe, Emery (Policy Sciences, 2016)
This paper presents a framework for better managing policy messes and draws implications for bad and good mess management in policy analysis and management. The framework has three foci: (1) the cognitive space in which policy messes develop, particularly in terms of gaps between macro-designers and micro-operators; (2) the unique domain of competence within that space where professionals manage the resulting messes by virtue of their skills in recognizing system-wide patterns, formulating locally specific contingency scenarios and translating both patterns and scenarios in highly reliable services; and (3) the ability of those mess and reliability professionals to be reliable in their domain and with these skills by maneuvering across different performance modes as conditions dictate—just-in-case, just-on-time, just-for-now or just-this-way.

Political Economy Analysis – Guidance for legal technical assistance - Denney, Lisa; Domingo, Pilar (ROLE UK, 2017)
Political economy analysis is about understanding how change in relation to rule of law and international development is embedded within and shaped by political and economic relations that interact and are particular to each context. These political economy dynamics determine the distribution of power and resources within any given society and must be taken into account when attempting to achieve change. Political economy analysis is important in the justice sector because rule of law and dispute resolution processes reflect the rules of the game about who wins and who loses in the allocation of power and resources. Using political economy analysis in legal technical assistance can help to ensure more relevant and effective assistance that sustainably addresses concrete problems. It can also help to avoid the risk that poorly targeted assistance might inadvertently exacerbate existing power structures in a way that was not intended.

Political economy analysis: Topic Guide - Mcloughlin, Claire (GSDRC, University of Birmingham, 2014)
Political economy analysis (PEA) aims to situate development interventions within an understanding of the prevailing political and economic processes in society – specifically, the incentives, relationships, and distribution and contestation of power between different groups and individuals. Such an analysis can support more politically feasible and therefore more effective development strategies by setting realistic expectations …

Politically informed, gender aware programming: Five lessons from practice - Derbyshire, Helen; Gibson, Sam; Hudson, David; Roche, Chris (DLP Program, 2018)

Politically smart approaches to donor investment climate programming. A Guidance Note - LASER (DFID-LASER Programme, 2016)
In order to help enhance the effectiveness of donors and development practitioners on the ground, LASER has produced a range of practical guidance and tools. These are primarily intended for the international development community engaged in designing and implementing investment climate programmes, though can also be used more widely by other stakeholders across sectors. General guidance and tools: Politically smart approaches to donor investment climate programming (and annexes) Revised February 2016 - sets out practical advice on how to adopt a politically smart (which requires being both ‘politically informed’ and ‘politically astute’) approach to programming. The annexes include a traffic light matrix for initial high level analysis; a problem diary template with examples; and an example of a flexible theory of change for adaptive, large scale programming
Keywords: Practice

Politically smart, locally led development - Booth, David; Unsworth, Sue (ODI, 2014)
Aid donors have found it hard to move from thinking politically to working differently, but there is evidence that they can do so and that this improves outcomes. This paper presents seven examples of where adopting a politically smart, locally led approach has led to better outcomes.
Keywords: Practice

Politically smart support to economic development: DFID experiences - Booth, David (ODI, 2016)

Politics matters, so what? Time for bigger bets (and more learning) on adaptive programming - Alan (www.globalintegrity.org, 2016)
By Alan Hudson, Executive Director, Global Integrity, July 26, 2016 Politics matters. Context too. And blueprints have limited value. Our strategy is based on these insights, so we’re totally on board. A World Development Report (WDR) that puts power and politics...

Politics, Political Change and International Development - Halloran, Brendan (Politics, Governance and Development, 2013)
As my inaugural post on my new blog, I thought I would re-post a short piece I wrote earlier this year about foreign aid (original here). Thomas Carothers and Diane de Garamont address this issue i…

Polycentric Systems of Governance: A Theoretical Model for the Commons - Carlisle, Keith; Gruby, Rebecca L. (Policy Studies Journal, 2019)
Polycentricity is a fundamental concept in commons scholarship that connotes a complex form of governance with multiple centers of semiautonomous decision making. If the decision-making centers take each other into account in competitive and cooperative relationships and have recourse to conflict resolution mechanisms, they may be regarded as a polycentric governance system. In the context of natural resource governance, commons scholars have ascribed a number of advantages to polycentric governance systems, most notably enhanced adaptive capacity, provision of good institutional fit for natural resource systems, and mitigation of risk on account of redundant governance actors and institutions. Despite the popularity of the concept, systematic development of polycentricity, including its posited advantages, is lacking in the commons literature. To build greater clarity and specificity around the concept, we develop a theoretical model of a polycentric governance system with a focus on the features necessary or conducive for achieving the functioning predicted by commons scholars. The model is comprised of attributes, which constitute the definitional elements, and enabling conditions, which specify additional institutional features for achieving functionality in the commons. The model we propose takes the concept a step further toward specificity without sacrificing the generality necessary for contextual application and further development.
_eprint: https://onlinelibrary.wiley.com/doi/pdf/10.1111/psj.12212

Portfolios of Agile Projects: A Complex Adaptive Systems’ Agent Perspective - Sweetman, Roger; Conboy, Kieran (Project Management Journal, 2018)
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 complex adaptive systems lens, focusing specifically on the properties of projects as agents in a complex adaptive portfolio to critically appraise current thinking on portfolio management in an agile context. We then draw on a set of 30 expert interviews to develop 16 complex adaptive systems (CAS)-based propositions as to how portfolios of agile projects can be managed effectively. We also outline an agenda for future research and discuss the differences between a CAS-based approach to portfolio management and traditional approaches.

Positive deviance, big data, and development: A systematic literature review - Albanna, Basma; Heeks, Richard (The Electronic Journal of Information Systems in Developing Countries, 2019)
Positive deviance is a growing approach in international development that identifies those within a population who are outperforming their peers in some way, eg, children in low-income families who are well nourished when those around them are not. Analysing and then disseminating the behaviours and other factors underpinning positive deviance are demonstrably effective in delivering development results. However, positive deviance faces a number of challenges that are restricting its diffusion. In this paper, using a systematic literature review, we analyse the current state of positive deviance and the potential for big data to address the challenges facing positive deviance. From this, we evaluate the promise of “big data-based positive deviance”: This would analyse typical sources of big data in developing countries—mobile phone records, social media, remote sensing data, etc—to identify both positive deviants and the factors underpinning their superior performance. While big data cannot solve all the challenges facing positive deviance as a development tool, they could reduce time, cost, and effort; identify positive deviants in new or better ways; and enable positive deviance to break out of its current preoccupation with public health into domains such as agriculture, education, and urban planning. In turn, positive deviance could provide a new and systematic basis for extracting real-world development impacts from big data.
_eprint: https://onlinelibrary.wiley.com/doi/pdf/10.1002/isd2.12063
Keywords: big data; developing countries; machine learning; mobile data; positive deviance; systematic literature review

Positive Deviance Initiative (2016)

Positive Deviance Initiative - Positive Deviance Initiative (2018)

Poverty Stoplight - povertystoplight.org (2018)
What is the Poverty Stoplight? The Stoplight is a tool that seeks to activate the potential of families and communities to lift themselves out of poverty. Using a technology platform, it offers a self-assessment survey and intervention model that enables people to develop practical solutions to overcome their specific needs. We work with organizations from different sectors around the world and bring together a network of powerful actors with one clear mission: eliminate poverty worldwide. The Stoplight Community is comprised of government agencies, private companies, small and medium-sized enterprises, non-profits, cooperatives, microfinance organizations, academic institutions, and sports clubs, among others.

Power Above and Below the Waterline: Bridging Political Economy and Power Analysis - Pettit, Jethro; Mejía Acosta, Andrés (IDS Bulletin, 2014)

Power Analysis: A Practical Guide - Pettit, Jethro (Sida, 2013)

Power, Empowerment and Social Change - McGee, Rosemary; Pettit, Jethro (2019)
This book uncovers how power operates around the world, and how it can be resisted or transformed through empowered collective action and social leadership. The stakes have never been higher. Recent years have seen a rapid escalation of inequalities, the rise of new global powers and corporate interests, increasing impunity of human rights violations, suppression of civil society, and a re-shaping of democratic processes by post-truth, populist and nationalist politics. Rather than looking at power through the lenses of agency or structure alone, this book views power and empowerment as complex and multidimensional societal processes, defined by pervasive social norms, conditions, constraints and opportunities. Bridging theory and practice, the book explores real-world applications using a selection of frameworks, tools, case studies, examples, resources and reflections from experience to support actors to analyse their positioning and align themselves with progressive social forces. Compiled with social change practitioners, students and scholars in mind, Power, Empowerment and Social Change is the perfect volume for anyone involved in politics, international development, sociology, human rights and environmental justice who is looking for fresh insights for transforming power in favour of relatively less powerful people.

Power, Violence, Citizenship and Agency - McGee, Rosemary (IDS Bulletin, 2014)

Practical Program Evaluation: Theory-Driven Evaluation and the Integrated Evaluation Perspective - Chen, Huey (SAGE Publications, Inc, 2014)
The Second Edition of Practical Program Evaluation shows readers how to systematically identify stakeholders’ needs in order to select the evaluation options best suited to meet those needs. Within his discussion of the various evaluation types, Huey T. Chen details a range of evaluation approaches suitable for use across a program’s life cycle. At the core of program evaluation is its body of concepts, theories, and methods. This revised edition provides an overview of these, and includes expanded coverage of both introductory and more cutting-edge techniques within six new chapters. Illustrated throughout with real-world examples that bring the material to life, the Second Edition provides many new tools to enrich the evaluator’s toolbox.

Primer: Technology to monitor and share information on rainforests and forest people's rights - The Engine Room (The Engine Room & Rainforest Foundation Norway, 2016)

Principles-Focused Evaluation: The GUIDE - Patton, Michael Quinn (Guilford Press, 2017)
How can programs and organizations ensure they are adhering to core principles–and assess whether doing so is yielding desired results? From evaluation pioneer Michael Quinn Patton, this book introduces the principles-focused evaluation (P-FE) approach and demonstrates its relevance and application in a range of settings. Patton explains why principles matter for program development and evaluation and how they can serve as a rudder to navigate the uncertainties, turbulence, and emergent challenges of complex dynamic environments. In-depth exemplars illustrate how the unique GUIDE framework is used to determine whether principles provide meaningful guidance (G) and are useful (U), inspiring (I), developmentally adaptable (D), and evaluable (E). User-friendly features include rubrics, a P-FE checklist, firsthand reflections and examples from experienced P-FE practitioners, sidebars and summary tables, and end-of-chapter application exercises.

Principles for Digital Development - digitalprinciples.org (2018)

Principles for Monitoring, Evaluation, and Adaptive Management of Environmental Water Regimes - Webb, J. Angus; Watts, Robyn J.; Allan, Catherine; Warner, Andrew T. (Water for the Environment, 2017)
Environmental water is often a contentious investment in the environment that must be delivered under uncertainty regarding the ecological and social benefits they deliver. Adaptive management can be used to facilitate decision making under uncertainty, and use new knowledge and understanding to improve management decisions and outcomes over time. However, there is a perception that adaptive management has failed to deliver improvements in decision making and learning. Monitoring and evaluation are an essential feature of adaptive management. However, past monitoring for river protection and restoration has too often been of insufficient quality to facilitate adaptive learning. Moreover, environmental water represents a class of protection and restoration that is inherently difficult to monitor, and some of the learnings are not evident in part because fragmented assessment, documentation, and reporting of adaptive management can obscure successes. We outline a set of general principles for improving monitoring, evaluation, and adaptive management of environmental water regimes, and provide several examples from Australia and North America. Successful adaptive management depends upon the formation and maintenance of strong partnerships and an appreciation of the importance of individuals in teams. Through such partnerships, it is possible to coordinate monitoring programs over large scales, create programs of requisite simplicity, and use innovative approaches to evaluation. Finally, we note that although adaptive management has occurred in the past, too often it has been poorly documented and reported. The inclusion of reflectors in monitoring and evaluation teams will better capture the lessons learned by individual programs, improving adaptive management into the future.
Keywords: Environmental water management; Knowledge exchange; Legitimacy; implementation challenge

Prioritizing and Selecting Strategic Approaches in USAID Biodiversity Programming - Stem, Caroline; Swaminathan, Vinaya; Flores, Marco (USAID, 2018)
This guide supplements Biodiversity How-To Guide 2: Using Results Chains to Depict Theories of Change in USAID Biodiversity Programming. Step 4, Brainstorming Strategic Approaches, involves generating a suite of potential strategic approaches for a design team to consider. Step 5 introduces the practice of prioritizing and selecting among these draft strategic approaches but does not provide in-depth guidance on the process and criteria for doing so.

Probes, toolkits and prototypes: three approaches to making in codesigning - Sanders, Elizabeth B.-N.; Stappers, Pieter Jan (CoDesign, 2014)
The role of making in the design process has been growing, taking on new forms and involving new players over the past 10 years. Where we once primarily saw designers using making to give shape to the future, today we can see designers and non-designers working together, using making as a way to make sense of the future. In this paper, we describe the landscape of design research and practice at the end of 2013 with special attention to the role of making across these perspectives: approach (cultural probes, generative toolkits and design prototypes), mindset (designing for people and designing with people), focus in time (the world as it is, the near future and the speculative future) as well as variations in design intent (provoking, engaging and serving).

Problem-driven iterative approaches and wider governance reform - Rao, Sumedh (GSDRC, University of Birmingham, 2014)
Identify evidence which suggests that problem-driven, iterative approaches to public sector reform can deliver more substantial, wider, long-term governance reform.

Process and Contextual Factors Supporting Action-Oriented Learning: A Thematic Synthesis of Empirical Literature in Natural Resource Management - Suškevičs, Monika; Hahn, Thomas; Rodela, Romina (Society & Natural Resources, 2019)
Despite a long-term focus on learning in natural resource management (NRM), it is still debated how learning supports sustainable real-world NRM practices. We offer a qualitative in-depth synthesis of selected scientific empirical literature (N = 53), which explores factors affecting action-oriented learning. We inductively identify eight key process-based and contextual factors discussed in this literature. Three patterns emerge from our results. First, the literature discusses both facilitated participation and self-organized collaboration as dialogical spaces, which bridge interests and support constructive conflict management. Second, the literature suggests practice-based dialogs as those best able to facilitate action and puts a strong emphasis on experimentation. Finally, not emphasized in existing reviews and syntheses, we found multiple evidence about certain contextual factors affecting learning, including social-ecological crises, complexity, and power structures. Our review also points at important knowledge gaps, which can be used to advance the current research agenda about learning and NRM.
Keywords: Ecosystem governance; Social learning; intermediaries; social-ecological systems; structural constraints

Procuring and Managing Adaptively: 5 Case Studies of Adaptive Mechanisms - Pryor, Tony (USAID Learning Lab, USAID, 2018)
Flexibility in program management is essential in all of the countries where USAID works. This is especially true in non-permissive environments (NPEs), where the ability to learn and adapt quickly to changing circumstances can help USAID staff members achieve their desired outcomes.

Producer-led value chain analysis: The missing link in value chain development - Ghore, Yogesh (Coady, 2015)
Introduction and rationale The concept of a value chain is increasingly being applied in the design and implementation of development programs aimed at poverty reduction. As an analytical tool, it provides a useful framework for understanding key activities, relationships, and mechanisms that allow producers, processors, buyers, sellers, and consumers—separated by time and space—to gradually add value to products and services as they pass from one link of the chain to another, making it a “value chain” (UNIDO, 2009). While it has been popular in the private sector ever since it was conceptualized by Michael Porter in the 1980s, more recently various donors and governments have shown interest in its use and have applied it to a range of development interventions, particularly in the area of sector development, livelihoods promotion, small and medium enterprise (SME) development, and rural and economic development. Academics and development organizations have designed numerous instruments for value chain analysis (VCA) and implementation. Beginning in the early 2000s, international organizations and donor agencies have sponsored the development of these tools, including the United States Agency for International Development (USAID) Deutsche Gesellschaft für Internationale Zusammenarbeit (GIZ), the World Bank, the International Finance Corporation (IFC), and the International Labour Organization (ILO). These guides and tools have been used in many development programs to address organizational, donor and local and regional priorities for development. While VCA guides and tools are important in understanding markets and relationships among key stakeholders, a recent comparative review of popularly used guides by Donovan et al. (2013) suggests that most of these guides are designed to be implemented independently of the local context and do not sufficiently focus on mutual learning, whether related to tool design or to the outcomes and impacts of the designed project activities. VCA is often conducted by external experts and the knowledge generated in the process is often confined to reports. Without the capacity building and effective participation of women and men producers—smallholder farmers who hold critical knowledge about the local context—an important link is missing in the entire process of VCA. The insufficient attention to the human, social, and other contextual factors undermines the full potential of the value chain systems approach, not only for economic outcomes, but for the long term sustainability of the intended benefits. So what are the ways to effectively engage producers in the community in the VCA? The producer-led process described here tries to address this basic question. It introduces simplified tools and an approach that ensures farmer participation in data collection, analysis, and identification of opportunities and constraints, and design of value chain interventions. This participation requires: a) an environment in which they feel comfortable to share their knowledge and insights, which is often not the case when extractive surveys and questionnaires are administered to collect information; and b) the use of simple and participatory tools that will allow them to provide inputs into the process of VCA and also help them to understand complex value chain systems and use this understanding for making livelihood decisions. The key steps and tools described are aimed at empowering the women and men farmers to make informed decisions about their own enterprises and how they relate to the value chain, thereby directly contributing to, and influencing, the overall process of value chain development. The process of VCA involving these steps and tools was developed at Coady Institute and first tested with Oxfam Canada and its local partners in Ethiopia in August 2012.

Profiling the international development mutants - Quaggiotto, Giulio (Development Impact and You, 2017)
As part of a new series, we talk to Giulio Quaggiotto about the development ‘mutants’ – innovators working at the edge of the field.

Program Cycle - Discussion Note: Adaptive Management - USAID (USAID, 2018)
This Discussion Note complements ADS 201.3.1.2 Program Cycle Principles by elaborating on Principle 2: Manage Adaptively through Continuous Learning. This Discussion Note is intended for USAID staff interested in learning about recent and promising practices in adaptive management across the Program Cycle.

Program Cycle - Discussion Note: Designing Monitoring, Evaluation, and Learning Platforms - USAID (USAID, 2018)
This Discussion Note complements ADS 201.3.1.2 Program Cycle Principles by elaborating on Principle 2: Manage Adaptively through Continuous Learning. This Discussion Note is intended for USAID staff interested in learning about recent and promising practices in adaptive management across the Program Cycle.

Program Cycle - Discussion Note: Managing Monitoring, Evaluation, and Learning Platforms - USAID (USAID, 2018)
This Discussion Note complements ADS 201.3.1.2 Program Cycle Principles by elaborating on Principle 2: Manage Adaptively through Continuous Learning. This Discussion Note is intended for USAID staff interested in learning about recent and promising practices in adaptive management across the Program Cycle.

Program Cycle - How-To Note: Strategy-Level Portfolio Review - USAID (USAID PPL, 2017)

Program Cycle Road Map - USAID (2016)

Project Cycle Hacker's Toolkit - changing the conversation around your projects - UNDP (UNDP, 2017)
The Istanbul Regional Hub partnered with Nesta and 4 country offices (fYR Macedonia, Moldova, Georgia and Kyrgyzstan) to develop a program that can help us bring innovation closer to the center of the organization by embedding it in the key project management business processes - The Project Cycle Hackers Toolkit.

Purposeful Program Theory: Effective Use of Theories of Change and Logic Models - Funnell, Sue C.; Rogers, Patricia J. (Wiley, 2011)
Program Theory in Evaluation Practice is a ground-breaking reference that teaches how to develop an explicit causal model that links an intervention (project, program or policy) with its intended or observed impacts and using this to guide monitoring and evaluation. Peerless in its explanation of why and how to use and develop program theory, the book is rich with examples and alternative approaches. The book is an invaluable resource to faculty and students as well as professionals in professional development programs, education, social work, and counseling.

Purposeful Program Theory: Effective Use of Theories of Change and Logic Models - Funnell, Sue C.; Rogers, Patricia J. (2011)
Between good intentions and great results lies a program theory—not just a list of tasks but a vision of what needs to happen, and how. Now widely used in government and not-for-profit organizations, program theory provides a coherent picture of how change occurs and how to improve performance. Purposeful Program Theory shows how to develop, represent, and use program theory thoughtfully and strategically to suit your particular situation, drawing on the fifty-year history of program theory and the authors' experiences over more than twenty-five years."From needs assessment to intervention design, from implementation to outcomes evaluation, from policy formulation to policy execution and evaluation, program theory is paramount. But until now no book has examined these multiple uses of program theory in a comprehensive, understandable, and integrated way. This promises to be a breakthrough book, valuable to practitioners, program designers, evaluators, policy analysts, funders, and scholars who care about understanding why an intervention works or doesn't work." —Michael Quinn Patton, author, Utilization-Focused Evaluation"Finally, the definitive guide to evaluation using program theory! Far from the narrow 'one true way' approaches to program theory, this book provides numerous practical options for applying program theory to fulfill different purposes and constraints, and guides the reader through the sound critical thinking required to select from among the options. The tour de force of the history and use of program theory is a truly global view, with examples from around the world and across the full range of content domains. A must-have for any serious evaluator." —E. Jane Davidson, PhD, Real Evaluation Ltd.Companion Web site: josseybass.com/go/funnellrogers

Putting Gender into Political Economy Analysis: why it matters and how to do it - Brown, Emily; Haines, Rebecca; O’Neil, Tam (From Poverty to Power, 2018)
Gender specialists from Oxfam and Care introduce a new guide that covers both theory and practice of including gender in political economy analysis.
Keywords: Gender

Putting learning at the centre: Adaptive development programming in practice - Valters, Craig; Cummings, Clare; Nixon, Hamish (ODI, 2016)
Adaptive programming suggests, at a minimum, that development actors react and respond to changes in the political and socio-economic operating environment. It emphasises learning and the development practitioner is encouraged to adjust their actions to find workable solutions to problems that they may face. Being prepared to react to change may seem like common sense – and indeed it is. However much development thinking and practice remains stuck in a linear planning model which discourages learning and adaptation, in part because projects are seen as ‘closed, controllable and unchanging systems’ (Mosse, 1998: 5). This paper critically engages with this problem and makes clear why and how learning needs to be at the centre of adaptive development programming. It begins by clarifying why and what kind of learning matters for adaptive programming. The paper then turns its focus to how strategies and approaches applied throughout a programme’s conception, design, management and M&E can enable it to continually learn and adapt.
Keywords: IMPORTANT

Putting theory into practice: how DFID is doing development differently - Wild, Leni; Booth, David; Valters, Craig (ODI, 2017)
Keywords: IMPORTANT

Putting vulnerability to climate change on the map: a review of approaches, benefits, and risks - Preston, Benjamin L.; Yuen, Emma J.; Westaway, Richard M. (Sustainability Science; Dordrecht, 2011)
There is growing demand among stakeholders across public and private institutions for spatially-explicit information regarding vulnerability to climate change at the local scale. However, the challenges associated with mapping the geography of climate change vulnerability are non-trivial, both conceptually and technically, suggesting the need for more critical evaluation of this practice. Here, we review climate change vulnerability mapping in the context of four key questions that are fundamental to assessment design. First, what are the goals of the assessment? A review of published assessments yields a range of objective statements that emphasize problem orientation or decision-making about adaptation actions. Second, how is the assessment of vulnerability framed? Assessments vary with respect to what values are assessed (vulnerability of what) and the underlying determinants of vulnerability that are considered (vulnerability to what). The selected frame ultimately influences perceptions of the primary driving forces of vulnerability as well as preferences regarding management alternatives. Third, what are the technical methods by which an assessment is conducted? The integration of vulnerability determinants into a common map remains an emergent and subjective practice associated with a number of methodological challenges. Fourth, who participates in the assessment and how will it be used to facilitate change? Assessments are often conducted under the auspices of benefiting stakeholders, yet many lack direct engagement with stakeholders. Each of these questions is reviewed in turn by drawing on an illustrative set of 45 vulnerability mapping studies appearing in the literature. A number of pathways for placing vulnerability mapping on a more robust footing are also identified. [PUBLICATION ABSTRACT]
Keywords: Climate change; Mapping; Risk assessment; Sustainable development

Q&A: Complexity-Aware Planning for Stabilization Programming - Martins, Christy (DAI - Checkpoint, 2018)

Qualitative Comparative Analysis - A Rigorous Qualitative Method for Assessing Impact - Baptist, Carrie; Befani, Barbara (Coffey, 2015)

Qualitative comparative analysis: A valuable approach to add to the evaluator’s toolbox? Lessons from recent applications - Schatz, Florian; Welle, Katharina (IDS, 2016)

Quality Flaws: Issues and Challenges in Software Development - Mohan, P.; Shankar, A. Udaya; JayaSriDevi, K. (Computer Engineering and Intelligent Systems, 2012)
A statement “Prevention is better than cure” for illnesses in medical sciences also applies to the software development life cycle in terms of software defects. A defect is a deviation from actual functionality of the application in terms of the correctness and completeness of the specification of the customer requirements. Defective software fails to meet its customer requirements leading to the development of applications with poor quality. Quality is a top priority in every enterprise these days. Organizations struggle in a treadmill race to deliver quality software to stay ahead with new technology, deal with accumulated development backlogs, handle customer issues as software teams work as hard as they can make their organizations stay alive and competitive in the market place. Software companies face an immense pressure to virtually release a bug-free product or a software package. The culture of an organization is a critical success factor in the efforts of process improvement. The paper aims at assessing quality as a function for monitoring and measuring the strength of development processes and any successful application development enterprise requires an unambiguous understanding of customer expectation and maximizing participation of customers in the development activities thereby ensuring that people involved in development activities do the right thing and do the thing right for delivering high quality software . Keywords: Software development, process improvement, software defect, bug-free product, software package

Quality standards for development evaluation - OECD; Development Assistance Committee (OECD, 2010)
Based on a broad international consultative process, the DAC Quality Standards for Development Evaluation are a reference guide to good practice in development evaluation. With a view to improving the quality of evaluation processes and products, and facilitating collaboration, this reference guide lays out standards for each phase of a typical evaluation process: from defining purpose, to planning, designing, implementing, reporting, and learning from and using evaluation results.
OCLC: 631212078

RAND Program Evaluation Toolkit for Countering Violent Extremism - Helmus, Todd; Matthews, Miriam; Ramchand, Rajeev; Beaghley, Sina; Stebbins, David; Kadlec, Amanda; Brown, Michael; Kofner, Aaron; Acosta, Joie (RAND Corporation, 2017)

Rapid experiments with a purpose - Moses, Michael (BEAM Exchange, 2017)
New insights, opinions and perspectives on market systems development, from experts and practitioners.
Keywords: IMPORTANT

Rapid outcome mapping approach: a guide to policy engagement and influence - Young, John; Shaxson, Louise; Jones, harry; Hearn, Simon; Datta, Ajoy; Cassidy, Caroline (ODI, 2014)

Re-imagining Inclusive Urban Futures for Transformation - Friend, Richard M; Anwar, Nausheen H; Dixit, Ajaya; Hutanuwatr, Khanin; Jayaraman, Thiagarajan; McGregor, J Allister; Menon, Meena R; Moench, Marcus; Pelling, Mark; Roberts, Debra (Current Opinion in Environmental Sustainability, 2016)

Re-Perceiving Results: Aid Programs and Change in Fragile Societies - van Veen, Erwin; Rijper, Alies (Knowledge Platform Security & Rule of Law, 2017)
Aid programmes need to be able to adapt their objectives and operations to changes in their political environment, since development processes are subject to political contestation. Change takes time and is often a matter of seizing the opportunity.
Keywords: IMPORTANT

READ ME - HOW TO USE THIS AM LIBRARY - Prieto Martin, Pedro (Institute of Development Studies, 2019)

Reading the Local Context: A Causal Chain Approach to Social Accountability - Joshi, Anuradha (IDS Bulletin, 2014)
There is a general consensus that ‘context’ matters for development outcomes, yet we have little understanding of how exactly ‘context’ affects outcomes. This article focuses on the question of ‘context’ in social accountability (SA) initiatives by separating macro- and micro-contextual factors. On the macro side (country level), accountability processes need to take into account broad factors such as national histories of citizen–state engagement. On the micro side, local factors can drive the extent to which SA initiatives are successful, even within otherwise broadly similar national contexts. The article outlines the basic components of accountability and proposes a ‘causal chain'strategy to better understand the micro-context. This would allow existing evidence to be reorganised to assess the promise of existing and new initiatives by deconstructing the various mini-causal pathways (i.e. in the micro-context) and understanding the contextual conditions that make them work.
Keywords: IMPORTANT

Real-Time Data for Adaptive Management at USAID - Doshi, Samir (2016)

Real Time Monitoring and the New Information Technologies - Lucas, Henry; Batchelor, Simon; Berdou, Evangelia (IDS Bulletin, 2013)
Debates as to the potential role of new Information and Communication Technologies (ICTs) in monitoring the wellbeing of vulnerable groups is often bedevilled by the failure of two principal actors – social researchers and technical experts – to address the other’s concerns or even to use language that is comprehensible to the other side. The aim here is to unpick some of the technical language relevant in this context and provide a brief introductory guide to some aspects of the current, rapidly changing and highly diverse ICT environment.

Real World SAFe – Leapfrogging a successful waterfall company into Scaled Agile - Skarin, Mattias (CRISP, 2017)

Realist Impact Evaluation: An introduction - Westhorp, Gill (Methods Lab, 2014)
• Realist evaluation is a member of a family of theory-based evaluation approaches which begin by clarifying the ‘programme theory’: the mechanisms that are likely to operate, the contexts in which they might operate and the outcomes that will be observed if they operate as expected. • Realist approaches assume that nothing works everywhere for everyone: context makes a big difference to programme outcomes. A realist evaluation asks not ‘what works?’ but ‘how or why does this work, for whom, in what circumstances?’ • Realist impact evaluation is most appropriate for evaluating new initiatives or programmes that seem to work but where ‘how and for whom’ is not yet understood; programmes that have previously demonstrated mixed patterns of outcomes; and those that will be scaled up, to understand how to adapt the intervention to new contexts.

Reciprocity in International Volunteer Cooperation - Lough, Benjamin J. (Fredskorpset Norway, 2016)

Redefining Rigor: Describing Quality Evaluation in Complex, Adaptive Settings - Preskill, Hallie; Lynn, Jewlya (FSG, 2016)
Traditionally, evaluation has focused on understanding whether a program is making progress against pre-determined indicators. In this context, the quality of the evaluation is often measured in part by the “rigor” of the methods and scientific inquiry.

Redesigning Field Papers’ User Interface - Jacks, Lindsey (Cadasta, 2016)
For the past three months, I've been working with Cadasta and Stamen on the atlas creation pages of the Field Papers map annotation tool. The end result is now live on the Field Papers website. We took the four step “wizard” process for creating an atlas, combined it all into a single-page, and...
Keywords: IMPORTANT

Refining advocacy assessment: reflections from practice - Buffardi, Anne; Hearn, Simon; Tilley, Helen (ODI, 2017)
• This paper revisits how existing advocacy evaluation frameworks classify people and activities, and define and assess outcomes. We discuss how assessments could be more specific and propose bounding the scope of inquiry in one of four ways: strategy specific, outcome oriented, actor-centric or system-wide. • In classifying activities, the same action or event may be situated at different phases of the change pathway – in some cases used as a tactic to influence a policy outcome, and in others an intended outcome itself. • Because advocacy is more relational than other types of more technical development interventions, there will be fewer sources of directly observable data, and the direction of potential bias may be unknown. • In terms of learning, advocacy initiatives are contextually dependent, therefore lessons may be less directly transferable to subsequent phases of an initiative or to other settings. Organisations have bounded repertoires and the transferability of skill sets is limited, so advocates adapt how and with whom they engage more than what they do

Reflection methods: Tools to make learning more meaningful - Gordijn, Femke; Eernstman, Natalia; Helder, Jan; Brouwer, Herman (Wageningen Centre for Development Innovation, 2018)
This handbook summarises methods that can be used to facilitate the process of reflection on the knowledge and experiences people acquire during a capacity development trajectory or training event. We believe that by explicitly integrating reflection in the learning process the learning will become clearer and better articulated and will contribute more strongly to meaningful change. Therefore we advise facilitators to deliberately include reflective learning sessions in their process design and implementation. This handbook can inspire you to do so and provides many methods which help to facilitate this.

Reflections from a Realist Evaluation in Progress: Scaling Ladders and Stitching Theory - Punton, Melanie; Vogel, Isabel; Lloyd, Rob (IDS, 2016)
Realist evaluation provides valuable insights into how and why programmes lead to change, and can generate transferable lessons to help practitioners roll out or scale up an intervention. However, as ...

Reflections on applying iterative and incremental software development methodologies to aid and development work in developing countries - Haikin, Matt (MattHaikin.com, 2013)

Reflections on implementing politically informed, searching programs: lessons for aid practitioners and policy makers - Cole, William; Ladner, Debra; Koenig, Mark; Tyrrel, Lavinia (2016)

Reflections on the Utilization-Focused Evaluation (UFE) Process - Lim, Yvonne; Mizumoto, Ann (Strengthening ICTD Research Capacity in Asia (SIRCA) Programme, 2010)
This presentation from the Strengthening ICTD Research Capacity in Asia (SIRCA) provides an overview of how UFE was used in their SIRCA programme. It was presented at the Evaluation Conclave 2010, New Delhi, India The key objectives of the program are to: Enhance research capacity in Asia through rigorous academic research Create a space for dialogue on ICT4D social science research issues in Asia Create linkages through a mentorship program Disseminate findings in publications and conferences Contents SIRCA Programme SIRCA Key Objectives SIRCA Evaluation UFE Learnings UFE Challenges Evaluation is over…but there’s a lasting outcome...

Reforming donors in fragile states: using public management theory more strategically - Gulrajani, Nilima; Honig, Dan (Overseas Development Institute, 2016)
This paper identifies ways in which donors can be more effective in fragile and conflict-affected states by exploiting theories and concepts drawn from public management.

Reforming solid waste management in Phnom Penh - Denney, Lisa (2016)
This paper tracks the efforts of an Asia Foundation team and local stakeholders as they worked to support improvements in the solid waste management sector in Phnom Penh, Cambodia. The team worked in a flexible way with a range of partners, and with particular focus on understanding the incentives and politics affecting service delivery. While reform of the sector remains in progress, steps have been taken to introduce more competition and better public sector management of solid waste collection in the city. This case study lays out the real-time decisions and processes which drove the strategy and implementation of this project, providing useful insights into how politically astute and flexible programs can be successfully implemented. This case has emerged from an action research process, which was led by a researcher from the Overseas Development Institute (ODI) and conducted over the course of almost two years. By capturing and analyzing the experiences of the program team in Phnom Penh, the paper intends to provide practical insights for others in the development community aiming to implement similar kinds of programming.

Regional Healthcare Ecosystem Analyst for Healthcare Associated Infections - Lee, Bruce Y. (Grantome, 2018)
Understanding and preventing the spread of both endemic and emerging healthcare-associated infectious diseases throughout hospitals and nursing homes is a national priority. Our work has shown that the many disparate inpatient healthcare facilities in a region can form a complex healthcare ecosystem connected by both direct and indirect patient sharing allowing pathogens in one health care facility to readily spread to other facilities. Our goal is to further develop RHEA (Regional Healthcare Ecosystem Analyst) into a user-friendly software tool that decision makers (e.g., policy makers, funders, product developers and manufacturers, healthcare administrators, infection prevention specialists, researchers, and educators) can readily use to help healthcare ecosystems prevent and control the spread of an endemic pathogen, methicillin- resistant Staphylococcus aureus (MRSA), and an emerging pathogen, carbapenem-resistant Enterobacteriaceae (CRE). This next generation of RHEA will bring multiple innovations by: 1) further elucidating the interconnectedness of the ecosystem and showcasing the value of cooperation among facilities versus the current individual facility approach to infectious disease control, 2) incorporating new healthcare ecosystem responses for endemic MRSA and emerging CRE, 3) continuing our work integrating economic and operational models into a framework of infectious disease epidemiological models, 4) imbuing virtual patients with characteristics linked to MRSA and CRE transmission and outcome risk, 5) building a comprehensive """"""""virtual laboratory"""""""" to help address many existing and future healthcare ecosystem infectious disease questions, and 6) building a user-friendly modeling tool that decision makers can use. The project will continue our team's longstanding modeling work and developing computational tools for decision makers via three specific aims. First, completing Specific Aim 1 will expand RHEA by adding the following capabilities: i) integrated clinical outcome and economic models, ii) more extensive and detailed patient characteristics linked to changes in infection risk and costs, iii) expanded HAI control measures, and iv) stochastic and adaptive disease parameters to represent emerging and evolving diseases. Next, Specific Aim 2 will use our newly expanded RHEA framework to model a sample endemic pathogen, MRSA, and a sample emerging pathogen, CRE to identify optimal control strategies even when pathogen characteristics are evolving. Finally, Specific Aim 3 will involve developing a user-friendly interface for RHEA and deploying it as a healthcare ecosystem computational modeling tool that various stakeholders (e.g., policy makers, healthcare administrators, infection control specialists, funders, and product manufacturers) can readily use to make decisions regarding the control of healthcare-associated infections. Public Health Relevance Understanding and preventing the spread of healthcare-associated infectious diseases throughout hospitals and nursing homes is a national priority. Simulation models can serve as virtual laboratories to help identify best practice solutions for containing common [such as methicillin-resistant Staphylococcus aureus (MRSA)] and emerging [e.g., carbapenem-resistant Enterobacteriaceae (CRE)] causes of healthcare associated infections (HAIs). Our goal is to develop our software RHEA (Regional Healthcare Ecosystem Analyst) into a computational modeling tool that can be used directly by decision makers to identify, develop, and evaluate strategies and interventions to reduce HAIs across a large geographic region.

Release the pressure on governance practitioners - de Weijer, Frauke; Hauck, Volker (A Governance Practitioner’s Notebook: Alternative Ideas and Approaches, 2015)
The Governance Practitioner’s Notebook takes an unusual approach for the OECD-DAC Network on Governance (GovNet). It brings together a collection of specially written notes aimed at those who work as governance practitioners within development agencies. It does so, however, without attempting to offer definitive guidance – instead aiming to stimulate thinking and debate. To aid this process the book is centred on a fictional Governance Adviser. The Notebook’s format provides space for experts to speak on today’s governance issues: politics, public sector reform and stakeholder engagement. It encourages debate, charts the evolution of donor thinking, and highlights future challenges in the age of the Sustainable Development Goals. Each section introduces both technical issues and major areas of debate, providing ideas for future development support to institutional reform.
Keywords: IMPORTANT

Report template on integrating impact into an existing monitoring and evaluation system - Methods Lab (2015)
Many development programme staff will commission an impact evaluation towards the end of a project or programme, only to find that the monitoring system did not provide adequate data about implementation, context, baselines or interim results. This tool provides a template outline for a report making recommendations on how to integrate a focus on impact into a programme’s existing monitoring and evaluation system, as the programme moves into a new phase. This template was developed by Anne Buffardi and Tiina Pasanen for use in Methods Lab projects.

Report templates for evaluability assessment - Methods Lab (2015)
An evaluability assessment aims to assess the extent to which, and how best, a project can be evaluated in a reliable and credible fashion. These templates are intended to help anyone conducting an evaluability assessment to structure the final report. This tool was developed by Anne Buffardi and Bronwen McDonald for use in Methods Lab projects. It accompanies The Methods Lab publication ‘Evaluability assessment for impact evaluation: guidance, checklists and decision support’.

Representing theories of change: technical challenges with evaluation consequences - Davies, Rick (Journal of Development Effectiveness, 2018)
This paper looks at the technical issues associated with the representation of Theories of Change and the implications of design choices for the evaluability of those theories. The focus is on the description of connections between events rather than the events themselves, because this is seen as a widespread design weakness. Using examples and evidence from Internet sources six structural problems are described along with their consequences for evaluation. The paper then outlines a range of different ways of addressing these problems that could be used by programme designers, implementers and evaluators. The paper concludes with some caution speculating on why the design problems are so endemic but also pointing a way forward. Four strands of work are identified that CEDIL and DFID could invest in to develop solutions identified in the paper.
Keywords: Evaluation; evaluability; representation; theory of change

Responding to complexity: A Case Study on the Use of “Developmental Evaluation for Managing Adaptively” - Boisvert, Kayla (University of Massachusetts, 2017)

Rethinking Participation and Re-enacting Its Dilemmas? Aarhus 2017 and “The Playful Society” - Eriksson, Birgit; Stephensen, Jan Løhmann (Conjunctions. Transdisciplinary Journal of Cultural Participation, 2016)
In 2012 the Danish city of Aarhus was appointed European Capital of Culture for 2017. The appointment was based on an ambitious programme that – under the headline Rethink – tried to set an agenda of societal transformation, mainly by seeking to increase the impact of art and culture, and to enhance civic participation at all levels of society. In this article we examine one of the first attempts of Aarhus 2017 to realize these grand ambitions: ‘The Playful Society’, a series of micro grants aimed at enabling young people to make their own art/culture projects and participate in the overall Rethink project. Informed by theoretical distinctions between different forms of participation, and the diverse interests invested in participatory processes, we investigate how the young cultural entrepreneurs and the artistic administrators of Aarhus 2017 separately, in conjunction, and sometimes even in opposition to each other, translated these overall ambitions into practice. We argue that they illuminate some of the dilemmas of contemporary cultural participation, including the importance of question- ing who participates in what, how they do it, and in what context.
Keywords: Cultural Entrepreneurship; Participation; youth

Rethinking Rigor - Increasing Credibility and Use - Lynn, Jewlya; Preskill, Hallie (Spark Policy Institute & FSG, 2016)
Evaluations of complex systems change strategies or adaptive, innovative programs cannot use the traditional “rigor” yardstick to measure quality. This paper proposes a new definition of rigor, one that applies in any setting, but particularly in complex, adaptive ones. Top Takeaways: 4 criteria for the new definition of rigor: - Quality of thinking - Credible and legitimate claims - Cultural context and responsiveness - Quality and value of the learning process Regardless of its other positive attributes, an evaluation of a complex, adaptive program that fails to take into account systems thinking will not be responsive to the needs of that program.

Rethinking systemic change: economic evolution and institutions - Cunningham, Shawn; Jenal, Marcus (BEAM Exchange, 2016)
Resources that contain evidence of market systems interventions. Recently updated.

Rethinking systemic change: economic evolution and institutions. Discussion paper - Cunningham, Shawn; Jenal, Marcus (BEAM Exchange, 2016)
The primary aim of this research project was to find a conceptually sound definition of systemic change. To do so, it was essential to gain a better understanding of how economies change. The central part of the research work, therefore, was an extended literature review on three bodies of knowledge: evolutionary economics new institutional economics complexity theory There is a growing interest in these bodies of knowledge, combined often called New Economic Thinking, and how they affect economic development. Hence, while rethinking systemic change, this work also contributes to answering the broader question of how market systems approaches can contribute to inclusive economic development. The answer, in short, is to shift the focus away from improving transactions at the micro level towards enabling actors to continuously shape an institutional landscape that supports inclusive economic evolution. This discussion paper briefly presents the key messages from the literature review and seven principles drawing from this literature. The principles can be used by market development practitioners, including technical advisers in donor organisations, programme designers and team leaders, to shape programmes and become more in line with how change happens in the economy. A list of selected references is presented at the end. A technical paper contains a much more detailed discussion of the findings and the principles and an extensive list of references. A case study offers a practitioner perspective through the lens of one market systems development programme: DFID-funded Northern Uganda: Transforming the Economy through Climate Smart Agribusiness – Market Development (NUTEC-MD).

Rethinking systemic change: economic evolution and institutions. Technical Paper - Cunningham, Shawn; Jenal, Marcus (BEAM Exchange, 2016)
The primary aim of this research project was to find a conceptually sound definition of systemic change. To do so, it was essential to gain a better understanding of how economies change. The central part of the research work, therefore, was an extended literature review on three bodies of knowledge: evolutionary economics, new institutional economics and complexity theory. There is a growing interest in these bodies of knowledge, combined often called New Economic Thinking, and how they affect economic development. Hence, while rethinking systemic change, this work also contributes to answering the broader question of how market systems approaches can contribute to inclusive economic development. The answer, in short, is to shift the focus away from improving transactions at the micro level towards enabling actors to continuously shape an institutional landscape that supports inclusive economic evolution. This technical paper provides an in-depth review of the fields of evolutionary economics, new institutional economics and complexity and social change. It is argued that economic development is a complex, non-linear and continuous evolutionary process. Both market and non-market institutions matter greatly in shaping economic performance. The paper then explores the consequences of this understanding for market development practice. It discusses how market development practitioners can engage in and shape an intentional change processes. To translate the theory into practice, seven principles are suggested that can be applied to market systems development practice. The paper concludes with a reframed look at systemic change in market systems development. A discussion paper presents the key messages from the literature review and seven principles drawing from this literature, and a case study offers a practitioner perspective through the lens of one market systems development programme: DFID-funded Northern Uganda: Transforming the Economy through Climate Smart Agribusiness – Market Development (NUTEC-MD).

Rethinking systemic change in practice - perspectives from NUTEC-MD in northern Uganda - Koleros, Andrew (BEAM Exchange, 2016)
Document description This document is currently being finalised and will be published shortly. Please try again soon. Recent research by The BEAM Exchange seeks to understand theoretical perspectives on how market systems approaches can contribute to inclusive economic development through systemic change. It produced three main insights. Economies are evolving systems, building on the mechanisms of variety creation, selection and amplification. Current economic performance, including aspects like the inclusiveness of growth and economic evolution, are shaped by the ability of a society to explore different options for institutional arrangements and adjust them over time. This process of evolution is complex. While some aspects can be designed and managed, others need to be explored through a process of learning and adjustment. This paper responds to these insights by providing a practitioner perspective through the lens of one programme: “Northern Uganda: Transforming the Economy through Climate Smart Agribusiness – Market Development (NUTEC-MD)”, implemented by Palladium Group. It begins with a brief introduction to the programme and key aspects of its design phase. It then provides a summary of the three main research insights, with reflections on their applicability for programme design based on the NUTEC-MD experience. Finally, it provides some conclusions for the wider practitioner community based on this case.

Retrospective ‘Outcome Harvesting’: Generating robust insights about a global voluntary environmental network - Rassmann, Kornelia; Smith, Richard; Mauremootoo, John; Wilson-Grau, Ricardo (Better Evaluation, 2013)

Review of Selected DFAT Facilities: Independent Consultant Report to DFAT, Key Findings - Pieper, Lynn (DFAT, 2018)
For the purposes of this report, a facility is defined as an aid delivery mechanism that provides flexible (adaptive and responsive) services managed in an integrated way. Objectives (or endof-facility outcomes) are specified, but the pathways to deliver them are left unspecified. The facility is a highly relevant model for delivering Australian aid effectively. Achievement of the Sustainable Development Goals depends on flexible approaches that work across sectors and that integrate significant cross-cutting themes such as gender equality and social inclusion. Efficient DFAT management of a $4 billion aid program requires a shift to fewer and larger initiatives, to make best use of limited internal management resources while still enabling policy and program choices that can have real impact. Facilities and other flexible delivery mechanisms offer significant potential for better development results. They can: enable collaborative and responsive partnership approaches to gain traction; allow activities to experiment and adapt based on progress, demand and contextual changes; and provide the opportunity for outcome-focused coherence across sectors, enabling the whole to be more than the sum of the parts. Facilities are not new, but they are different today. Facilities have existed since at least the mid-1990s. What is new is that some facilities today are very large; and the flexibility they enable is increasingly and consciously being used to strengthen links between the technical and the political, for more effective development results. This is a positive trend, but it adds enormously to their complexity and visibility, creates new risks, and has resulted in role confusion (especially in early years of implementation) between DFAT and its contractors.

Review of the use of report cards for monitoring ecosystem and waterway health - Connolly, Rod; Bunn, Stuart; Campbell, Marnie; Escher, Beate; Hunter, Jane; Maxwell, Paul; Richmond, Sarah; Rissik, David; Roiko, Anne; Smart, Jim; Teasdale, Peter; Harbour, Sunrise Over Gladstone (Gladstone Healthy Harbour Partnership, 2013)

Review of the use of ‘Theory of Change’ in International development - Vogel, Isabel (DFID, 2012)
A new report on Theory of Change (ToC) and its use in International development has just been produced.

Revisiting the Foundational Assumptions of Fiscal Transparency and Accountability Work - Carothers, Thomas; Brechenmacher, Saskia (International Budget Partnership, 2018)
The Fiscal Futures team recently updated the foundational assumptions of fiscal transparency and accountability work to fit today’s world. Learn more.

Rewards and Risks Associated with Community Engagement in Anti-Poaching and Anti-Trafficking - Wilkie, David; Painter, Michael; Jacob, Anila (USAID, 2016)
This Biodiversity Technical Brief summarizes research on the roles communities do and should play in countering wildlife crime, motivations, and benefits for individuals and communities to engage in anti-poaching and anti-trafficking efforts, and risks and mitigation of risks associated with involvement. Peer-reviewed and grey literature, structured interviews, and case studies informed the research, with highlights from six case studies in Peru, Madagascar, Namibia, Philippines, Kenya, and Indonesia.

RFI-521-17-000015 - Improving Governance in Haiti Program (IGHI) - USAID (USAID, 2017)

Routledge international handbook of participatory design - Simonsen, Jesper; Robertson, Toni (Routledge, 2013)
"Participatory Design is about the direct involvement of people in the co-design of the technologies they use. Its central concern is how collaborative design processes can be driven by the participation of the people affected by the technology designed. Embracing a diverse collection of principles and practices aimed at making technologies, tools, environments, businesses, and social institutions more responsive to human needs, the International Handbook of Participatory Design is a state-of-the-art reference handbook for the subject. The Handbook brings together a multidisciplinary and international group of highly recognized and experienced experts to present an authoritative overview of the field and its history and discuss contributions and challenges of the pivotal issues in Participatory Design, including heritage, ethics, ethnography, methods, tools and techniques and community involvement. The book also highlights three large-scale case studies which show how Participatory Design has been used to bring about outstanding changes in different organisations. The book shows why Participatory Design is an important, highly relevant and rewarding area for research and practice. It will be an invaluable resource for students, researchers, scholars and professionals in Participatory Design"–
OCLC: 754734489

Rwanda Multi-Donor Civil Society Support Programme (2015-2021) - DFID (Development Tracker, 2018)
Project data for the Rwanda Multi-Donor Civil Society Support Programme (2015-2021). Strengthened civil society engagement on critical social cohesion, reconciliation and governance issues in Rwanda. DFID will provide funding and technical support to Rwandan civil society organisations to support the design and implementation of governance and reconciliation focused initiatives, and to support more effective engagement (influencing) with government on these issues.

Salt River Ecosystem Restoration Project - Adaptive Management Plan - Harvey, H.T. (Humboldt County Resource Conservation District, 2011)

Sample agendas for an evaluability assessment stakeholder workshop - Methods Lab (2015)
An evaluability assessment aims to assess the extent to which, and how best, an intervention can be evaluated in a reliable and credible fashion. These sample agendas are intended for people convening key stakeholders (such as project implementation staff and managers, donors and government officials) to discuss the purpose and scope of an impact evaluation and to identify key evaluation questions. This tool was developed by Bronwen McDonald, Anne Buffardi and Irene Guijt for use in Methods Lab projects. It accompanies the Methods Lab publication ‘Evaluability assessment for impact evaluation: guidance, checklists and decision support’.

Sample criteria to select case studies for evaluation - Methods Lab (2018)
Time and budget constraints often mean that organisations are unable to evaluate all of their programmes, and large programmes, operating in multiple locations, are unable to evaluate all project sites. This tool introduces two sets of criteria to support evaluators and programme managers to select case studies or programmes for evaluation: i) information about how relevant or feasible evaluation is for individual programmes, and ii) across the overall portfolio, strategic thinking around what types of cases are most important to understand. This tool was developed by Anne Buffardi, Irene Guijt, Simon Hearn and Tiina Pasanen for use in The Methods Lab projects.

Sample interview questions for evaluability assessment - Methods Lab (2015)

SAVI Approach Paper 1: Core Values - SAVI (London, 2015)
Governance reform is about government and citizens working together in more responsive, inclusive and accountable ways for the benefit of citizens. More responsive, inclusive and accountable attitudes and behaviour on the part of government and non-government stakeholders are the critical factors which lead to meaningful reform processes, and replicate and sustain reforms beyond the lifetime...

SAVI Approach Paper 10: Engaging State Governments - SAVI (DFID, 2015)
SAVI as a programme does not directly work with state governments – but we work in close conjunction with sister programmes who are supporting state governments on governance and sector reforms. SAVI supports non-government and SHoA partners to play their part in promoting more responsive, inclusive and accountable state governance delivering better services for citizens....

SAVI Approach Paper 11: Managing and Staffing an Adaptive Citizen Engagement Programme - SAVI (DFID, 2016)
SAVI, a DFID funded programme implemented by Palladium, is an adaptive programme putting learning and adaptation at the centre of all decision-making. In relation to management and staffing SAVI has established the following approaches to facilitate this: – An adaptive approach to programme management: Full time strategic technical leadership, that works closely with and complements...

SAVI Approach Paper 12: Managing Programme Finances to Support Adaptive, Locally-led Processes of Citizen Engagement in Governance - SAVI (DFID, 2016)
SAVI, is seeking to support processes of citizen engagement in governance in ways that are effective in influencing reform, and that are able to take on a life of their own without continuing donor support. SAVI is also an adaptive programme, putting learning and adaptation at the centre of all decision-making. Money is used and...

SAVI Approach Paper 13: Measuring Value for Money and using Value for Money Analysis - SAVI (DFID, 2016)
SAVI has established its own framework for assessing Value for Money in annual performance – in relation to expenditure, economy, efficiency, effectiveness and equity. Routine tracking and analysis of expenditure and economy ensure that inputs are supplied and services delivered to partners in line with SAVI’s core values, whilst also meeting DFID requirements and competing...

SAVI Approach Paper 14: Learning, Adaptation and Communications - SAVI (DFID, 2016)
SAVI, a DFID funded programme implemented by Palladium, is an adaptive programme, aiming to put learning and adaptation at the centre of all decision-making. Learning and adaptation takes place in SAVI at three levels: the work of partners; the work of SAVI delivery teams; and the enabling environment of the programme as a whole. Achieving...

SAVI Approach Paper 15: Introduction to PERL: the SAVI Successor Programme - SAVI (DFID, 2016)
In May 2016, SAVI transitioned into a successor programme – the ‘Engaged Citizens Pillar’ (ECP) of a wider DFID-funded governance reform programme ‘The Partnership to Engage, Reform and Learn’ (PERL). ECP is managed by the same service provider, Palladium, and the same core management team as SAVI, and many of the SAVI front line staff...

SAVI Approach Paper 2: Programme Design - SAVI (DFID, 2015)
SAVI supports citizen engagement in governance through a facilitated partnership approach, in contrast to the usual approach of grants to civil society organisations (CSOs). The overall aim is to facilitate and support working relationships and processes of reform that are home-grown, self-sustaining and, after initial engagement, not dependent on external support. Our way of working...

SAVI Approach Paper 3: Theory of Change - SAVI (DFID, 2015)
SAVI’s theory of change is a simple, practical guide that staff and partners use to plan and to monitor change – as well as to reflect on and enhance their own effectiveness. It sets out broad stages of attitude and behaviour change over time to facilitate effective citizen engagement in governance processes, systems and structures....

SAVI Approach Paper 4: Thinking and Working Politically - Supporting partners and staff through a participatory apporach to political economy analysis - SAVI (DFID, 2015)
Thinking and acting politically is central to the SAVI programme. We support staff and partners to analyse the power relations that shape change in their state, and to use this knowledge to inform their decision-making. This includes decisions made by SAVI state teams relating to the issues and partners they engage with and support, and...

SAVI Approach Paper 5: Defining and Measuring Results - SAVI (DFID, 2015)
SAVI aims to facilitate replicable and sustainable processes of citizen engagement in governance. The programme in each state is locally defined, flexible and adaptive, and results are not predictable in advance. Standardised monitoring tools are not applicable, and consequently we have evolved our tools and frameworks during the programme through processes of learning by doing....

SAVI Approach Paper 6: Engaging Civil Society - SAVI (DFID, 2015)
SAVI state teams provide support to CS groups to become more effective agents of citizens’ voice and public accountability, through a variety of mutually reinforcing interventions. These include: hands-on support to demonstration civil society Advocacy Partnerships (APs) facilitating working partnerships between civil society APs, SHoAs, and the media brokering working relationships between all of these...

SAVI Approach Paper 7: Promoting Gender Equality and Social Inclusion - SAVI (DFID, 2015)
We promote attention to gender equality and social inclusion in all of our engagement with CS groups, the media and SHoAs, and in all of the issues and processes they work on. In all the states we work in, we also support partners to focus on some issues and form some partnerships and networks which...

SAVI Approach Paper 8: Engaging the Media - SAVI (DFID, 2015)
The overall aim of SAVI engagement with the media is for media representation of citizens’ interests to become normal, and play its part in helping state governments to be more responsive, inclusive and accountable to their citizens. Media partners – individual media personnel and selected media houses – are supported to be more effective agents...

SAVI Approach Paper 9: Engaging State Houses of Assembly - SAVI (DFID, 2015)
The overall aim of SAVI engagement with SHoAs is to promote lasting reforms that are not dependent on external funding and which promote an increasingly more responsive and accountable relationship between Nigerian state governments and their citizens. SHoAs are supported to be more effective agents of citizen voice and public accountability, demanding better performance from...

Scale Up Sourcebook - Cooley, Larry; Howard, Julie (Purdue University, 2019)
The Scale Up Sourcebook is informed and inspired by the September 2018 conference, Innovations in Agriculture: Scaling Up to Reach Millions, organized by Purdue University, in partnership with the African Development Bank. The Sourcebook consolidates, extends, and disseminates some of the scaling insights presented at the Purdue conference. It is intended as an easy-to-use guidebook targeted to a broad and diverse audience of stakeholders associated with scaling agricultural technologies and innovations to meet the needs of the world’s poor. The Sourcebook has nine chapters: designing with scale in mind; assessing scalability; using commercial markets to drive scaling; financing the transition to scale; creating an enabling environment for scale; tailoring metrics, monitoring, and evaluation to support sustainable outcomes at scale; and the critical role of intermediary and donor organizations. The Sourcebook provides guidance, tips, and examples, along with links and references to additional resources on scale up.

Scale Up Sourcebook - Cooley, Larry; Howard, Julie (Scale Up Conference, 2019)
The Scale Up Sourcebook is informed and inspired by the September 2018 conference, Innovations in Agriculture: Scaling Up to Reach Millions, organized by Purdue University, in partnership with the African Development Bank. The Sourcebook consolidates, extends, and disseminates some of the scaling insights presented at the Purdue conference. It is intended as an easy-to-use guidebook targeted to a broad and diverse audience of stakeholders associated with scaling agricultural technologies and innovations to meet the needs of the world’s poor. The Sourcebook has nine chapters: designing with scale in mind; assessing scalability; using commercial markets to drive scaling; financing the transition to scale; creating an enabling environment for scale; tailoring metrics, monitoring, and evaluation to support sustainable outcomes at scale; and the critical role of intermediary and donor organizations. The Sourcebook provides guidance, tips, and examples, along with links and references to additional resources on scale up.

Scaled Agile Framework – SAFe for Lean Software and System Engineering 4.5 - Scaled Agile (2017)

Scaling accountability through vertically integrated civil society policy monitoring and advocacy - Fox, Jonathan (IDS, 2016)
This working paper argues that the growing field of transparency, participation and accountability (TPA) needs a conceptual reboot, to address the limited traction gained so far on the path to accountability. To inform more strategic approaches and to identify the drivers of more sustainable institutional change, fresh analytical work is needed. This paper makes the case for one among several possible strategic approaches by distinguishing between “scaling up” and “taking scale into account”. This proposition grounds an explanation of the vertical integration strategy, which involves multi-level coordination by civil society organisations of policy monitoring and advocacy, grounded in broad pro-accountability constituencies. To spell out how this strategy can empower pro-accountability actors, the paper contrasts varied terms of engagement between state and society, proposing a focus on collaborative coalitions as an alternative to the conventional dichotomy between confrontation and constructive engagement. The paper grounds this discussion by reviewing the rich empirical terrain of existing multi-level approaches, summarizing nine cases – three each in three countries – to demonstrate what can be revealed when TPA initiatives are seen through the lens of scale. It concludes with a set of broad analytical questions for discussion, followed by testable hypotheses proposed to inform future research agendas

Scaling Agile @ LEGO and Spotify – my talk at EA träff - Kniberg, Henrik (Crisp, 2017)

Scaling Agile @ Spotify with Tribes, Squads, Chapters & Guilds - Kniberg, Henrik; Ivarsson, Anders (Spotify, 2012)

Scaling Assessment Map: An Evolving Tool Supporting Innovation Scale Up - McClure, Dan; Gray, Ian (ThoughtWorks, 2016)
Nearly three years ago we wrote about the “Missing Middle” in the innovation lifecycle[i], a gap that kept successful pilot programs from reaching the goal of replication and optimization in multiple contexts. Since then, scaling humanitarian innovation has received a great deal of attention from the sector, with a number of new initiatives specifically focused on the scaling challenge.

Scaling Impact: Innovation for the Public Good - McLean, Robert; Gargani, John (Routledge, 2019)
Scaling Impact introduces a new and practical approach to scaling the positive impacts of research and innovation. Inspired by leading scientific and entrepreneurial innovators from across Africa, Asia, the Caribbean, Latin America, and the Middle East, this book presents a synthesis of unrivalled diversity and grounded ingenuity. The result is a different perspective on how to achieve impact that matters, and an important challenge to the predominant more-is-better paradigm of scaling. For organisations and individuals working to change the world for the better, scaling impact is a common goal and a well-founded aim. The world is changing rapidly, and seemingly intractable problems like environmental degradation or accelerating inequality press us to do better for each other and our environment as a global community. Challenges like these appear to demand a significant scale of action, and here the authors argue that a more creative and critical approach to scaling is both possible and essential. To encourage uptake and co-development, the authors present actionable principles that can help organisations and innovators design, manage, and evaluate scaling strategies. Scaling Impact is essential reading for development and innovation practitioners and professionals, but also for researchers, students, evaluators, and policymakers with a desire to spark meaningful change.
Google-Books-ID: 9X6YDwAAQBAJ
Keywords: Developing & Emerging Countries

Scaling: Innovations Missing Middle - McClure, Dan; Gray, Ian (ThoughtWorks, 2015)

Scaling Science - Gargani, John; McLean, Robert (Stanford Social Innovation Review, 2017)

Scaling up co-design - Dearden, Andrew; Light, Ann; Zamenopoulos, Theodore; Graham, Paula; Plouviez, Emma; de Sousa, Sophia (PDC 2014 : Reflecting connectedness : proceedings of the 13th Participatory Design Conference, 2014)
In this paper we reflect on our experiences in a project where academic researchers and social change organizations are working together to explore how participatory and co-design practices can be disseminated and spread within the 'third sector'. The research project is itself co-designed and co-produced, but within various constraints arising from research funding models. We explore both our immediate outputs and our learning about successful co-research models for this challenge.

Scaling Up Development Programmes - UNDP (UNDP, 2013)
Many development organizations, national and local governments and civil society organizations are faced with the issue of scaling up development interventions — the main questions raised time and again are: a) what should be scaled up, and how it can be scaled up; b) is there a strong reason for a particular initiative to be scaled up; and c) what should be the value-added of the scaling up efforts, and how can practitioners ensure that technological and other innovations are being integrated for improved development effectiveness? Answers to these questions depend on a host of complex realities—the relative strengths and weaknesses in national and local systems, political and economic situations, including vulnerability of country systems to shocks, commitments from development partners, power dynamics between various groups and stakeholders in a given country, regional and global environments. For the United Nations Country Teams (UNCT) and UNDP offices, another factor to consider is how to maximize our respective comparative advantages. This guidance note summarizes the main conceptual thinking available from development institutions and academia, and presents a simplified conceptual framework and roadmap for scaling up processes. It also provides UNDP programme staff and UNCTs with practical actions and checklists to consider when designing and implementing programmes that support national scaling up initiatives, and proposes actions that can be undertaken at the regional and global levels. Although intended for internal audiences, the scaling up concept and recommendations can also be used by the public and private sector, civil society and social entrepreneurs. This note benefited from a wide consultative process held in 2011, including practical recommendations and proposals from colleagues at country offices and regional/global centres. Their insights have been instrumental in the distillation of main recommendations presented in this note, and the individuals who provided substantive contributions are gratefully noted in the Acknowledgements section.

Scaling up - From Vision to Large-Scale Change - A Management Framework for Practitioners - Cooley, Larry; Kohl, Richard; Ved, Rajani R. (MSI, 2016)
This document was originally published in 2006 and re-issued in a substantially revised Second Edition in 2012.

Scaling Up Inclusive Approaches for Marginalised and Vulnerable People - Carter, Becky; Joshi, Anu; Remme, Michelle (2018)
This rapid review summarises the evidence on how to scale up inclusive approaches to complex social change. It looks at how to design scalable inclusive change interventions, as well as how to plan and manage the scale-up process. Focusing on interventions with the aim of reaching the most marginalised and transform social norms, it covers programmes aiming to deliver inclusive outcomes for women and girls (with a particular focus on preventing violence against women and girls) and persons with disabilities. To date, many interventions seeking to change harmful gender and disability norms have been implemented as small-scale projects. There are limited experiences of scale-up and fewer evaluations of these experiences. However, there are some documented case studies as well as emerging analysis that draw out lessons learned. From this evidence base, this rapid desk review identifies eight critical issues commonly highlighted as important considerations when scaling up inclusive change interventions: 1. Opportunities for systemic approach, including integrating political and community-level scale-up, and coordinating across multiple sectors and stakeholders 2. Political support for scale-up 3. Strategic choices: balancing reach, speed, cost, quality, equity, and sustainability 4. Catalysing change: tipping points, diffusion effects, and local champions 5. Locally grounded, participatory, and adaptive approaches 6. Long-term approaches with funding models to match 7. Cost-effective and financially feasible scale-up strategies 8. Measuring impact and sustainability.

Scenario-based strategizing: Advancing the applicability in strategists' teams - Lehr, Thomas; Lorenz, Ullrich; Willert, Markus; Rohrbeck, René (Technological Forecasting and Social Change, 2017)
For over 40years, scenarios have been promoted as a key technique for forming strategies in uncertain environments. However, many challenges remain. In this article, we discuss a novel approach designed to increase the applicability of scenario-based strategizing in top management teams. Drawing on behavioural strategy as a theoretical lens, we design a yardstick to study the impact of scenario-based strategizing. We then describe our approach, which includes developing scenarios and alternative strategies separately and supporting the strategy selection through an integrated assessment of the goal-based efficacy and robustness. To facilitate the collaborative strategizing in teams, we propose a matrix with robustness and efficacy as the two axes, which we call the Parmenides Matrix. We assess the impact of the novel approach by applying it in two cases, at a governmental agency (German Environmental Ministry) and a firm affected by disruptive change (Bosch, leading global supplier of technology and solutions).
Keywords: Behavioural strategy; Scenario-based strategizing; Scenarios; Strategic foresight; Uncertainty

Science, Technology, and Innovation in Uganda: Recommendations for Policy and Action - Brar, Sukdeep; Farley, Sara E.; Hawkins, Robert; Wagner, Caroline S. (World Bank, 2011)

Scrambling after Moving Targets: Monitoring & Evaluation Applied to Adaptive Management Approaches in Peacebuilding - Woodrow, Peter; Jean, Isabella (New Directions in Peacebuilding Evaluation, 2019)
In this landmark collection, the voices of pathMakers and innovators in peacebuilding evaluation are assembled to provide new direction for the field.
Keywords: IMPORTANT

Scrum For Dummies - Layton, Mark C. (John Wiley & Sons, 2015)
Practice an agile form of management to stop wasting time and money Scrum For Dummies is an easy to use guide to managing the tricky transition from a traditional project management methodology to the new and most popular agile framework. As the most efficient, successful methodology for team project management, Scrum relies on transparency, flexibility, and fluidity to deliver a final product that fulfills the needs of all stakeholders. Written in easy–to–read Dummies style, this book walks you through the core principles of Scrum and provides a roadmap for tangible implementation. The vast majority of projects go over budget, and billions of dollars are wasted every year on overruns. Put a stop to this wasteful leakage by switching to a management style that keeps all participants informed, up–to–date, and accountable. Authored by a Certified Scrum Trainer, Mark Layton, Scrum For Dummies covers the key ideas and processes behind Scrum methodologies, and presents the inner workings of the plan in an engaging and accessible format. Topics include: The Scrum values, roles, artifacts, and activities that make up the principle of this methodology When and how best to use Scrum The differences between Scrum and other agile methodologies Using Scrum for IT, finance, construction, health care, and more The book also delves into the everyday use of Scrum, and how it can help you achieve your own personal goals outside of work. There′s a reason why scrum is quickly becoming the standard approach to project management it works! If you want to stop wasting time and start producing more effectively, Scrum For Dummies is the guide that will get you there.

Scrum: The Art of Doing Twice the Work in Half the Time - Sutherland, Jeff (Crown Business, 2014)
We live in a world that is broken. For those who believe that there must be a more agile and efficient way for people to get things done, here from Scrum pioneer Jeff Sutherland is a brilliantly discursive, thought-provoking book about the leadership and management process that is changing the way we live. In the future, historians may look back on human progress and draw a sharp line designating "before Scrum" and "after Scrum." Scrum is that ground-breaking. It already drives most of the world's top technology companies. And now it's starting to spread to every domain where leaders wrestle with complex projects. If you've ever been startled by how fast the world is changing, Scrum is one of the reasons why. Productivity gains of as much as 1200% have been recorded, and there's no more lucid - or compelling - explainer of Scrum and its bright promise than Jeff Sutherland, the man who put together the first Scrum team more than twenty years ago. The thorny problem Jeff began tackling back then boils down to this: people are spectacularly bad at doing things with agility and efficiency. Best laid plans go up in smoke. Teams often work at cross purposes to each other. And when the pressure rises, unhappiness soars. Drawing on his experience as a West Point-educated fighter pilot, biometrics expert, early innovator of ATM technology, and V.P. of engineering or CTO at eleven different technology companies, Jeff began challenging those dysfunctional realities, looking for solutions that would have global impact. In this book you'll journey to Scrum's front lines where Jeff's system of deep accountability, team interaction, and constant iterative improvement is, among other feats, bringing the FBI into the 21st century, perfecting the design of an affordable 140 mile per hour/100 mile per gallon car, helping NPR report fast-moving action in the Middle East, changing the way pharmacists interact with patients, reducing poverty in the Third World, and even helping people plan their weddings and accomplish weekend chores. Woven with insights from martial arts, judicial decision making, advanced aerial combat, robotics, and many other disciplines, Scrum is consistently riveting. But the most important reason to read this book is that it may just help you achieve what others consider unachievable - whether it be inventing a trailblazing technology, devising a new system of education, pioneering a way to feed the hungry, or, closer to home, a building a foundation for your family to thrive and prosper.

Seeing (from) Digital Peripheries: Technology and Transparency in Kenya’s Silicon Savannah - Poggiali, Lisa (Cultural Anthropology, 2016)

Seeking balanced ownership in changing development cooperation relationships - Keijzer, Niels; Klingebiel, Stephan; Örnemark, Charlotte; Scholtes, Fabian (Expert Group for Aid Studies, 2018)
According to the Paris Declaration and the 2030 Agenda, ownership is a prerequisite for effective development cooperation. How can the principle of ownership be promoted in today’s complex development cooperation, in which the numbers of actors have increased? This is the subject of the Expert Group for Aid Studies report Seeking balanced ownership in changing development cooperation relationships. The report contains two country case studies – on Liberia and Rwanda – as well as interviews with the Swedish International Development Cooperation Agency (Sida) and the Ministry for Foreign Affairs, and studies on documents concerning ownership in a Swedish development cooperation context. The authors note that ownership remains relevant as a guiding principle in international development cooperation. The trend from country-to-country cooperation to various forms of support through UN bodies and specialised global funds has created new conditions and competing interests for ownership. An understanding of ownership and how it can be promoted in the complex reality of today needs to be thoroughly re-examined. The study recommends the following: 1. Starting a discussion within the OECD-DAC on effective development cooperation that has global ownership right up to the end of the process. 2. Establishing an international code of conduct in accordance with agreed ownership principles concerning development cooperation funding to and via UN bodies and global funds. 3. Sweden should formulate an explicit policy and approach for how to promote ownership in development cooperation that includes numerous partners.

Sense and Respond: How Successful Organizations Listen to Customers and Create New Products Continuously - Gothelf, Jeff; Seiden, Josh (Harvard Business Review Press, 2017)
The End of Assembly Line ManagementWe’re in the midst of a revolution. Quantum leaps in technology are enabling organizations to observe and measure people’s behavior in real time, communicate internally at extraordinary speed, and innovate continuously. These new, software-driven technologies are transforming the way companies interact with their customers, employees, and other stakeholders.This is no mere tech issue. The transformation requires a complete rethinking of the way we organize and manage work. And, as software becomes ever more integrated into every product and service, making this big shift is quickly becoming the key operational challenge for businesses of all kinds. We need a management model that doesn’t merely account for, but actually embraces, continuous change. Yet the truth is, most organizations continue to rely on outmoded, industrial-era operational models. They structure their teams, manage their people, and evolve their organizational cultures the way they always have.Now, organizations are emerging, and thriving, based on their capacity to sense and respond instantly to customer and employee behaviors. In Sense and Respond, Jeff Gothelf and Josh Seiden, leading tech experts and founders of the global Lean UX movement, vividly show how these companies operate, highlighting the new mindset and skills needed to lead and manage them—and to continuously innovate within them.In illuminating and instructive business examples, you’ll see organizations with distinctively new operating principles: shifting from managing outputs to what the authors call “outcome-focused management”; forming self-guided teams that can read and react to a fast-changing environment; creating a learning-all-the-time culture that can understand and respond to new customer behaviors and the data they generate; and finally, developing in everyone at the company the new universal skills of customer listening, assessment, and response.This engaging and practical book provides the crucial new operational and management model to help you and your organization win in a world of continuous change.

Sensing and Cyberinfrastructure for Smarter Water Management: The Promise and Challenge of Ubiquity - Hill David; Kerkez Branko; Rasekh Amin; Ostfeld Avi; Minsker Barbara; Banks M. Katherine (Journal of Water Resources Planning and Management, 2014)

Set-theoretic methods for the social sciences: a guide to qualitative comparative analysis - Schneider, Carsten Q.; Wagemann, Claudius (Cambridge Univ. Press, 2012)
"Qualitative Comparative Analysis (QCA) and other set-theoretic methods distinguish themselves from other approaches to the study of social phenomena by using sets and the search for set relations. In virtually all social science fields, statements about social phenomena can be framed in terms of set relations, and using set-theoretic methods to investigate these statements is therefore highly valuable. This book guides readers through the basic principles of set theory and then on to the applied practices of QCA. It provides a thorough understanding of basic and advanced issues in set-theoretic methods together with tricks of the trade, software handling and exercises. Most arguments are introduced using examples from existing research. The use of QCA is increasing rapidly and the application of set-theory is both fruitful and still widely misunderstood in current empirical comparative social research. This book provides an invaluable guide to these methods for researchers across the social sciences"–
Keywords: Comparative method; Mathematical models; Qualitative Methode; Set theory; Social science; Vergleichende Forschung

“Shared learning” for building urban climate resilience – experiences from Asian cities - Orleans Reed, Sarah; Friend, Richard; Toan, Vu Canh; Thinphanga, Pakamas; Sutarto, Ratri; Singh, Dilip (Environment and Urbanization, 2013)
This paper considers how resilience thinking and, in particular, its emphasis on learning has been applied in 10 cities in Vietnam, India, Thailand and Indonesia. Applying a “shared learning” approach in the Asian Cities Climate Change Resilience Network (ACCCRN) has helped to create or strengthen networks, build appreciation for complexity and uncertainty among stakeholders, provide a space for deliberating concepts such as vulnerability and resilience, and build knowledge and capacities for stakeholders to engage and represent their own interests. Shared learning approaches face considerable challenges navigating politicized urban environments, in which the nature and value of existing systems − and therefore the value of building resilience − are contested. This article suggests that deliberate, strategic intervention by facilitators may contribute to more transformative change on behalf of equitable, socially just outcomes – and thus cautions against seeing urban climate vulnerability as a technical challenge, or shared learning as a “toolkit” for building resilience.

Shifting Power? Assessing the Impact of Transparency and Accountability Initiatives - McGee, Rosie; Gaventa, John (IDS, 2011)
This paper arises from a review of the impact and effectiveness of transparency and accountability initiatives which gathered and analysed existing evidence, discussed how it could be improved, and ev...

Short Course - Adaptive Management, an overview - Bazaz Smith, Komal (American University, 2019)

Should the Principles of Digital Development be Agile? - ICTworks (ICT Works, 2016)
Recently, Abt Associates endorsed the “Principles of Digital Development.” These nine principles have been widely adopted by international development funders and practitioners to absorb and disseminate technology best practices in the field of international development. More than 50 organizations ranging from various offices in the United Nations and the U.S. Agency for International Development (USAID) down to niche technology providers have endorsed the principles. The principles are aimed at moving the field away from a disconnected series of technology pilots, each of which are largely ad hoc and duplicate many of the same lessons, and toward scalability and sustainability. Ann Mei Chang, the Executive Director of the U.S. Global Development Lab at USAID in her foreword to the recent report “From Principle to Practice: Implementing the Principles for Digital Development”, characterized the problem that these principles are trying to address as follows: “Pilots have failed to move

Shoulder to Shoulder - Hymowitz, Dan (Tony Blair Africa Governance Initiative, 2016)

Signal Left, Turn Right: Central Rhetoric and Local Reform in China - Huang, Haifeng (Political Research Quarterly, 2013)
How have local governments in China been able to break through central policy restrictions in a unitary and authoritarian political system? Why is China's official discourse in the reform era often so conservative and unfavorable to reform? The author argues the two issues are components of a signaling game between China's central government and local officials, in which local officials know that the center may be reformist, but the reformist center imitates the rhetoric of a conservative center to control the pace of local liberalization. The result is a gradualist reform of "signaling left, turning right," with glaring incongruity of speech and actions in the process.

Simple Habits for Complex Times: Powerful Practices for Leaders - Berger, Jennifer Garvey; Johnston, Keith (Stanford University Press, 2016)

Simplicity, Accountability and Relationships: Three ways to ensure MEL supports Adaptive Management - Roche, Chris (From Poverty to Power, 2018)
Based on a recent discussion in Manila, Chris Roche reflects on how Monitoring, Evaluation and Learning can better support 'adaptive programming'.

Six Simple Rules: How to Manage Complexity without Getting Complicated - Morieux, Yves; Tollman, Peter (Harvard Business Review Press, 2014)
New tools for managing complexityDoes your organization manage complexity by making things more complicated? If so, you are not alone.According to The Boston Consulting Group’s fascinating Complexity Index, business complexity has increased sixfold during the past sixty years. And, all the while, organizational complicatedness—that is, the number of structures, processes, committees, decision-making forums, and systems—has increased by a whopping factor of thirty-five. In their attempt to respond to the increasingly complex performance requirements they face, company leaders have created an organizational labyrinth that makes it more and more difficult to improve productivity and to pursue innovation. It also disengages and demotivates the workforce.Clearly it’s time for leaders to stop trying to manage complexity with their traditional tools and instead better leverage employees' intelligence. This book shows you how and explains the implications for designing and leading organizations.The way to manage complexity, the authors argue, is neither with the hard solutions of another era nor with the soft solutions—such as team building and feel-good “people initiatives”—that often follow in their wake. Based on social sciences (notably economics, game theory, and organizational sociology) and The Boston Consulting Group’s work with more than five hundred companies in more than forty countries and in various industries, authors Yves Morieux and Peter Tollman recommend six simple rules to manage complexity without getting complicated.Showing why the rules work and how to put them into practice, Morieux and Tollman give managers a much-needed tool to reinvigorate people in the face of seemingly endless complexity. Included are detailed examples from companies that have achieved a multiplicative effect on performance by using them.It’s time to manage complexity better. Employ these six simple rules to foster autonomy and cooperation and to effectively handle business complexity. As a result, you will improve productivity, innovate more, reengage your workforce, and seize opportunities to create competitive advantage.
Keywords: Complexity; Design Thinking

Six things that help grant-makers learn and adapt - Murray, Aoife (Itad, 2017)
There’s an emerging body of literature identifying key strategies that can both improve learning and enable adaptive management amongst grant-makers. We recently reviewed a host of publications from eight grant-making organisations. Those organisations have diverse aims and approaches but we’ve identified six common themes that stand out: Strong leadership and facilitation enables successful learning and …

Skills, atitudes and behaviours that fuel public innovation - a guide to getting the most from Nesta's Competency Framework for Experimenting and Public Problem Solving - Nesta (Nesta, 2018)

Small-scale farmers in a 1.5°C future: The importance of local social dynamics as an enabling factor for implementation and scaling of climate-smart agriculture - Martinez-Baron, Deissy; Orjuela, Guillermo; Renzoni, Giampiero; Loboguerrero Rodríguez, Ana María; Prager, Steven D (Sustainability governance and transformation 2018, 2018)
Climate-smart agriculture (CSA) has the potential to help farmers implement both adaptation and mitigation practices. The mitigation aspect of CSA is often not considered by farmers due to a high discount rate and, as such, adaptation is usually the priority concern. This review article offers perspective on this issue and highlights two key gaps in the literature: (i) understanding of factors related to the uptake of adaptation practices with co-benefits for mitigation and, (ii) the role of social networks to better enable rapid, widespread implementation of CSA, the latter being critical to bringing CSA to scale. The systematic review treated literature on synergies between adaptation, mitigation and social networks in the rural sector, as well as case studies illustrating the importance of social networks in climate change interventions when addressing synergies in adaptation and mitigation. We find that additional research is required that explicitly focuses on how social networks and social capital may be harnessed to hasten the adoption and uptake of highly synergistic CSA practices. This will facilitate both adaptation in the near term and contribute to mitigation at scale, allowing small-scale farmers to both benefit from and contribute to a 1.5°C future.

Smart Environmental Monitoring Using Wireless Sensor Networks - El-Bendary, Nashwa; Fouad, Mohamed; Ramadan, Rabie; Banerjee, Soumya; Hassanien, Aboul (Wireless Sensor Networks, 2013)

Smart Risks: How small grants are helping to solve some of the world's biggest problems - Lentfer, Jennifer; Cothran, Tanya (Practical Action Publishing, 2017)
As never before, international aid is in the hands of ordinary people. Concerned citizens in wealthy countries are starting philanthropy groups, joining giving circles, and travelling internationally to lend support. Yet, they are torn between the feelings that 'something' must be done about global poverty and that foreign assistance is creating dependency and fueling corruption overseas.A growing community of international small grant-makers know how to find and fund effective grassroots initiatives. Compared to donor-controlled, large-scale, project-based international aid funding, small grant-makers use the concept of 'smart risks' to build upon existing human and social capital and to make a lasting changes in people's lives. Smart Risks brings together the wisdom of experts with wide-ranging experience within the development sector. Their contributions focus on five guiding question, such as 'who is a smart risk?' and 'what is your role in smart risks?' They include case studies, personal stories of lessons learned over time, provocative insights on power and privilege, and practical frameworks for choosing, investing in, and measuring the impact of grassroots organizations and movements. This book is essential reading for all those who wonder how their donations and work can make a difference in developing countries - from aid agency staff and policy makers, to globally engaged individuals.

Snapshot of Adaptive Management in Peacebuilding Programs - Queen, Emily Forsyth; Baumgardner-Zuzik, Jessica; Hume, Elizabeth; Greenberg, Melanie (Alliance for Peacebuilding, 2018)
The Alliance for Peacebuilding developed the report Snapshot of Adaptive Management in Peacebuilding Programs with support from Humanity United. This report examines how existing organizational programs are designing and learning from adaptive management in a conflict effected and fragile states. It further provides practical recommendations for applying adaptive management to peacebuilding programs based on synthesis … Continue reading "Snapshot of Adaptive Management in Peacebuilding Programs"
Keywords: KEY

Social Accountability: What Does the Evidence Really Say? - Fox, Jonathan A. (World Development, 2015)
Summary Empirical evidence of tangible impacts of social accountability initiatives is mixed. This meta-analysis reinterprets evaluations through a new lens: the distinction between tactical and strategic approaches to the promotion of citizen voice to contribute to improved public sector performance. Field experiments study bounded, tactical interventions based on optimistic assumptions about the power of information alone, both to motivate collective action and to influence the state. Enabling environments for collective action combined with bolstered state capacity to respond to citizen voice are more promising. Sandwich strategies can help ‘voice’ and ‘teeth’ to become mutually empowering, through state–society synergy.
Keywords: public information access; social accountability; state–society synergy; transparency; voice

Social Design and Neocolonialism - Janzer, Cinnamon L.; Weinstein, Lauren S. (Design and Culture, 2014)
This article examines the current field of social design: its claims, practices, and methodologies. Findings discovered through qualitative research illuminate the current application of social design practices and offer critique around their use in the social sphere. This article argues that designers must be sensitive to a variety of complex social and cultural cues and structures or they risk contributing to, or practicing, design neocolonialism. The article offers two key theoretical suggestions to further the emerging field's progress. First, social design must shift its focus from one that is human-centered to one that is situation-centered. Second, it is imperative that social design develops a shared framework for understanding, executing, and evaluating its initiatives and interventions. Additionally, this article introduces a matrix to serve as an early iteration of a shared framework.
Keywords: Design Methodology; Design Thinking; Framework; Human-centered design; IMPORTANT; social design

Social learning and climate change adaptation: evidence for international development practice - Ensor, Jonathan; Harvey, Blane (Wiley Interdisciplinary Reviews: Climate Change, 2015)
The potential for social learning to address complex, interconnected social and environmental challenges, such as climate change adaptation, is receiving increasing attention in research and practice. Social learning approaches vary, but commonly include cycles of knowledge sharing and joint action to co-create knowledge, relationships, and practices among diverse stakeholders. This results in learning and change that goes beyond the individual into communities, networks, or systems. Many authors have focused on analysis of case studies to better understand the contexts in which such learning occurs. In this paper, we look across this literature to draw out lessons for international development practice. To support those looking to purposively design social learning interventions for adaptation, we focus on four areas: lessons learned and the principles adopted when using a social learning approach, examples of tools and methods used, approaches to evaluating social learning, and examples of its impact. While we identify important lessons for practice within each of these areas, three cross-cutting themes emerge. These are: the importance of developing a shared view among those initiating learning processes of how change might happen and of how social learning fits within it, linking this locus of desired change to the tools employed; the centrality of skilled facilitation and in particular how practitioners may shift toward being participants in the collective learning process; and the need to attend to social difference, recognizing the complexity of social relations and the potential for less powerful actors to be co-opted in shared decision making. WIREs Clim Change 2015, 6:509–522. doi: 10.1002/wcc.348 This article is categorized under: Vulnerability and Adaptation to Climate Change > Learning from Cases and Analogies Climate and Development > Knowledge and Action in Development

Social Learning and Natural Resource Management: The Emergence of Three Research Perspectives - Rodela, Romina (Ecology and Society, 2011)
Rodela, R. 2011. Social learning and natural resource management: the emergence of three research perspectives. Ecology and Society 16(4): 30. https://doi.org/10.5751/ES-04554-160430

Social network analysis handbook: connecting the dots in humanitarian programs - IRC (International Rescue Committee, 2016)
The following handbook is designed to provide a step by step guide to the application of Social Network Analysis for the IRC.
Keywords: IMPORTANT

Social Return on Investment - Better evaluation (Better Evaluation, 2016)
Social Return on Investment (SROI) is a systematic way of incorporating social, environmental, economic and other values into decision-making processes. By helping reveal the economic value of social and environmental outcomes it creates a holistic perspective on whether a development project or social business or enterprise is beneficial and profitable. This perspective opens up new opportunities and forms the basis for innovative initiatives that genuinely contribute to positive social change and poverty reduction for all. SROI balances proving and improving or addresses the paradox between accountability and learning by placing the perspectives of the different stakeholders at the center of the valuation process. ​SROI originated in the USA from social enterprises interested in new ways to value the contributions they were making to society. It later arrived in Europe, where there is an increasing interest in the methodology as noted by recent publications by Context international cooperation in the Netherlands, the New Economics Foundation in the UK and the SROI Network head-quartered in the UK. SROI is used for planning purposes in terms of designing a Theory of Change, or Business Plan, and for assessing to what extent impact is realised or changes need to occur in the Business Plan. Although the SROI approach supports the thinking along the lines of a result chain, it does not support the idea of the components being connected in a linear fashion. The SROI approach is embedded in the acceptance of development taking place in situations of complexities. Here is a simple, illustrative example: A project aims to uplift the standard of living of people in a certain area and a beekeeping initiative is set up. As a result a beekeeper now enjoys regular meals whereas before this was not the case. In traditional Cost Benefit analyses, the value of the lunch would be measured in market prices. However after interviewing the beneficiaries, and applying some valuation tools, it turns out that the ‘real’ value is much higher than the market price; social value has been created above the market / economic value which is now being accounted for. Like traditional cost-benefit analysis, SROI includes a ratio; in this case a Social Return on Investment ratio. Where in traditional cost benefit analyses the ratios would be used to compare different projects, the SROI ratio is much more seen as one element in explaining and communicating general progress of certain developments. The number itself is not seen as the end goal. It can be interpreted as aiding the narrative of this particular initiative. The aspect of stakeholder perspectives is essential in the SROI approach. It is precisely the value perspectives of the stakeholders (and most importantly the key beneficiaries), assessed, not by assuming these values, but by thoughtfully and intellectually engaging the stakeholders themselves, which is at the heart of this innovative (e)valuation approach.

Something’s Stopping All Voices From Counting… - McGee, Rosemary (Making All Voices Count, 2014)
An outline of Making All Voices Count's Research & Evidence component led by the Institute of Development Studies.

Sometimes it is about the Tech: Choosing Tools in South African and Kenyan Transparency & Accountability Initiatives - de Lanerolle, Indra; Walker, Tom; Kinney, Sasha (IDS and The Engine Room, 2016)
Keywords: IMPORTANT

Sounding clever or being smart? – How to do more with less in evaluating governance programmes - Aston, Tom (Care Insights, 2018)
About a decade ago, the development sector fell into the same trap the financial services industry did in the mid-1990s. We were all seduced by clever...

SPACES MERL: Systems and Complexity White Paper - USAID (2016)
The Strategic Program for Analyzing Complexity and Evaluating Systems (SPACES MERL) project is an activity funded by USAID’s Global Development Lab and the Bureau for Policy, Planning and Learning (PPL). This three-year activity aims to bring a variety of tools and methodologies that decision-makers can use (alone or in combination) to provide comprehensive systems analysis. The activity is being implemented from 2015 to 2018 by a consortium of organizations expert in systems and complexity, including the Global Obesity Prevention Center (GOPC) at Johns Hopkins University (Prime), Global Knowledge Initiative (GKI), LINC and ResilientAfrica Network (RAN). This Systems and Complexity White Paper is a collaborative effort of the SPACES MERL team, designed to frame the international development landscape, with particular reference to USAID-funded activities, for application of systems and complexity approaches to design, monitoring and evaluation. Customized to the systems and complexity layperson with in-depth knowledge of international development practice, the objectives of this white paper are three-fold:  Provide an overview of systems and complexity practice, its current state of application and relevance to international development practice;  Establish a taxonomy of systems and complexity tools, highlighting the fit of those offered by SPACES MERL within the wider landscape; and  Review and provide information on application of SPACES MERL tools, their purpose and construction, required data, and their applicability to specific contexts.

Spotify Rhythm - how we get aligned - Kniberg, Henrik (AvailAgility, 2016)
Last month, Henrik Kniberg posted slides from a talk he gave at Agile Sverige on something called Spotify Rhythm - "Spotify’s current approach to getting aligned as a company". While looking through the material, it struck me that what he was describing was a form of Strategy Deployment. This interpretation is based purely on those slides - I haven't had a chance yet to explore this more deeply with Henrik or anyone else from Spotify. I hope I will do some day, but given that caveat, here's how I currently understand the approach in terms of the X-Matrix Model.

SROI Self-assessment tool - SROI Network (2016)
The online self assessment tool was created by the SROI Network in collaboration with Hall Aitken to help users judge how well their evaluation practices adhere to principles of best practice. The tool is comprised of a seven stage questionnaire, showing results as a spider chart illustrating areas of strength and areas for improvement. The questionnaire itself is structured around the seven principles of SROI. These principles include ‘involve stakeholders’, ‘be transparent’ and ‘do not overclaim’, and together make up the core framework around which SROI is based. Users receive a score for each principle, and an overall average, giving them an idea of to what extent they have successfully applied the principles. High scoring users can then use their score to guide them towards applying for assurance and accreditation. The tool provides guidance, support and more advice to people who want to improve the way in which their organisation measures their social value and assesses their service delivery but don’t know where to start.

Stakeholder and Social Network Analysis - Guidance Note - IRC (International Rescue Committee, 2019)
Stakeholder Analysis is used to identify the actors and relationships that influence project outcomes. This guidance, from IRC, can help you determine how to work and who to partner, coordinate or engage with in order to best achieve the outcome. It builds on existing stakeholder information and typically will include a participatory internal meeting or workshop.

Stakeholder Engagement for Biodiversity Conservation Goals: Assessing the Status of the Evidence - USAID (USAID, 2016)
Learning how to communicate and work with different groups builds constituencies to support conservation aims. An analysis by USAID's research partner the American Museum of Natural History evaluated 148 references, selected through a rigorous systematic review process, to identify key lessons for stakeholder engagement. This briefer describes the analysis, which will soon be published in full.

Starting out on Social Return on Investment - SROI Network; Aitken, Hall (2014)
This guide, created by the SROI Network in collaboration with Hall Aitken, is aimed at providing guidance to those who have never used SROI on where to begin. The guide provides practical steps to beginning the process of SROI and includes links to tools aimed at supporting its implementation. Excerpt "Most public, private and third sector organisations have a pretty good idea of the costs of what they do. Annual accounts, management accounts, budget reports and a whole accountancy profession add up to a great deal of effort to make sure this is the case. Some organisations are quite good at counting what they do with these resources. They can track the number of users or contacts, or customers. Many can provide some evidence that these activities lead to some sort of change. But very few can explain clearly why all this matters. What would happen if they did not exist? What is the real value of what they do? Social Return on Investment sets out to redress the balance by looking at value not just cost." Contents Part one – why, what and how? Why does social value matter? What is SROI? How do I do SROI? Next steps Part two – progress tool Part three – practical next steps Steps to involve stakeholders Steps to understand what changes Steps to value the things that matter Steps to only include what is material Steps to avoid overclaiming Steps to be transparent Steps to verify the result

State Accountability and Voice Initiative (SAVI) - Approach Paper Series - SAVI (DFID, 2016)
We are piloting a new approach to identifying and supporting our partners. This breaks with convention in many ways in order to improve impact. Our approach is summarized in the Introduction to SAVI’s way of working. We have broken our approach down into key components – depicted in the form of our ‘knowledge tree’ –...
Keywords: IMPORTANT

State of the Art on Use of Theory of Change in the Development Sector - Goodier, Sarah; Apgar, Marina; Clark, Louise (IDS, 2018)
The purpose of this briefing note is to add to SDC’s understanding of Theory of Change (ToC), drawing on the literature and practice to sketch out the current state of the art approach. This involves expanding on ToC beyond SDC’s current practice of using Impact Hypotheses (IH) to bridge it to operational practice and use ToC more explicitly in the project/programme cycle management (PCM) processes. Sharing the state of the art on use of ToC in the development sector, this briefing note outlines what a ToC is, what it is used for and why it is needed in the development sector. It discusses ToC as both a process and a product, providing step by step guidance on how to facilitate a ToC process. The differences between a ToC and a logframe are highlighted. Some key criteria for recognising when you have a ‘good’ ToC are also included. This brief is aimed at SDC staff, in particular Programme Officers, and staff of partner organisations involved in the management of SDC interventions.

State of the Field Review: Fiscal Transparency and Accountability - Rudiger, Anja (International Budget Partnership, 2018)

States of Change - Learning programme - Nesta (Nesta, 2018)

Steering E-Government Projects from Failure to Success: Using Design-Reality Gap Analysis as a Mid-Implementation Assessment Tool - Lessa, Lemma; Negash, Solomon; Belachew, Mesfin (Emerging Issues and Prospects in African E-Government:, 2014)
There are many e-government failures in developing countries. Most studies look at these after the event (post hoc), but this chapter takes an original approach to look mid-implementation (durante hoc) in order to provide recommendations for improvement. The authors chose a partial failure/partial success land management information system being implemented in one Ethiopian city. The project has made retrieval of land information quicker and simpler but is only partly implemented, and is still—on occasion—circumvented by public servants for personal gain. They used design-reality gap framework to understand why the project had partly failed. The authors used the design-reality gap analysis to propose an action plan that would help institutionalise the system, steering it from partial failure to success. They demonstrate the value of this framework as a tool for mid-implementation analysis of e-government projects. The authors recommend its usage on other ongoing e-government projects in developing countries.

Still watering white elephants? The blueprint versus process debate thirty years on - Booth, David (Perspectives on politics, production and public administration in Africa: essays in honour of Ole Therkildsen, 2015)
OCLC: 913447024

Stop Trying to Save the World: Big ideas are destroying international development - Hobbes, Michael (New Republic, 2014)
Gives some examples of poorly designed interventions (e.g. The play pump)

Strategic framework for mainstreaming citizen engagement in World Bank Group operations : engaging with citizens for improved results - Rebolledo, Miguel; Seyedian, Aaron; Peixoto, Tiago; Hernandez, Zenaida; Zakhour, Jad; Mahmood, Syed A.; Masud, Harika; Manroth, Astrid; Hamad, Qays (The World Bank, 2014)
The objective of this strategic framework is to mainstream citizen engagement in World Bank Group (WBG)-supported policies, programs, projects, and advisory services and analytics to improve their development results and within the scope of these operations, contribute to building sustainable national systems for citizen engagement with governments and the private sector. This framework will capture the diverse experiences, assess lessons learned, and outline methods and entry points to provide a more systematic and results-focused approach for the WBG. Progress toward this objective will be assessed using indicators included in program, project, and corporate results frameworks. The WBG strategy incorporates citizen engagement, including beneficiary feedback, specifically in its treatment of inclusion, which entails empowering citizens to participate in the development process and integrating citizen voice in development programs as key accelerators to achieving results. This framework builds on stocktaking and lessons learned from WBG-financed operations across regions and sectors. A key lesson is the importance of country context, government ownership, and clear objectives for citizen engagement. The approach to mainstreaming citizen engagement in WBG-supported operations is guided by five principles: 1) it is results-focused; 2) it involves engaging throughout the operational cycle; 3) it seeks to strengthen country systems; 4) it is context-specific; and 5) it is gradual. Under the right circumstances, citizen engagement can contribute to achieving development outcomes in support of the goals the WBG aims to support through all of the operations it funds: eradicating extreme poverty and boosting shared prosperity in a sustainable manner.

Strategic Framework for mainstreaming citizen engagemente in World Bank Group operations - World Bank (The World Bank, 2014)

Strategies for learning from failure - Edmondson, Amy C. (Harvard Business Review, 2011)

Strategy Deployment and Spotify Rhythm - Scotl, Karl (AvailAgility, 2016)
Last month, Henrik Kniberg posted slides from a talk he gave at Agile Sverige on something called Spotify Rhythm - "Spotify’s current approach to getting aligned as a company". While looking through the material, it struck me that what he was describing was a form of Strategy Deployment. This interpretation is based purely on those slides - I haven't had a chance yet to explore this more deeply with Henrik or anyone else from Spotify. I hope I will do some day, but given that caveat, here's how I currently understand the approach in terms of the X-Matrix Model.

Strategy Testing: An innovative approach to monitoring highly flexible aid programs - Ladner, Debra (The Asia Foundation, 2015)
The international development community has increasingly embraced the idea that finding durable solutions to complex development problems requires new ways of working that move beyond industry norms. This paper makes an important contribution to the current debate by outlining an innovative monitoring system called Strategy Testing (ST). This is the third paper in the Working Politically in Practice paper series, launched together with the Australian Department of Foreign Affairs and Trade.

Straws-in-the-wind, Hoops and Smoking Guns: What can Process Tracing Offer to Impact Evaluation? - Punton, Melanie; Welle, Katharina (Centre for Development Impact, 2015)
This CDI Practice Paper by Melanie Punton and Katharina Welle explains the methodological and theoretical foundations of process tracing, and discusses its potential application in international development impact evaluations. It draws on two early applications of process tracing for assessing impact in international development interventions: Oxfam Great Britain (GB)’s contribution to advancing universal health care in Ghana, and the impact of the Hunger and Nutrition Commitment Index (HANCI) on policy change in Tanzania. In a companion to this paper, Practice Paper 10 Annex describes the main steps in applying process tracing and provides some examples of how these steps might be applied in practice.
Pages: 8

Strengthening Accountability Ecosystems: a Discussion Paper - Halloran, Brendan (Transparency & Accountability Initiative, 2015)

Strengthening Advocacy and Civic Engagemetn in Nigeria - Chemonics (Chemonics International, 2018)

Strengthening the Humanitarian Innovation Ecosystem - Ramalingam, Ben; Rush, Howard; Bessant, John; Marshall, Nicholas; Gray, Bill; Hoffman, Kurt; Bayley, Simon; Warren, Kim (University of Brighton, 2015)

Strengthening the results chain: Synthesis of case studies of results-based management by providers - Zwart, Rosie (OECD, 2017)
This paper presents an analysis of evidence from seven case studies of results-based management by development co-operation providers. Analysis of themes from the case studies reveal six interrelated challenges which providers face in their efforts to manage for the results of development co-operation. The six challenges are: linking results to development goals, ensuring the purpose of results systems is well-defined, weighing up the benefits of aggregating and attributing results from standard indicators, enabling country ownership, using performance information alongside results information, and building and embedding a results culture. Providers continue to adopt a range of approaches to pursue a focus on results and there are many examples of good practice. The case studies suggest that in a complex development landscape some providers are prioritising the use of aggregated results information for domestic accountability, communication, and performance management over their use for learning and policy direction. In this context, the paper argues that in agency-wide results frameworks development co-operation results are often detached (or de-contextualised) from development results and discusses the implications of this, including the use of standard indicators to measure aggregated outputs. The paper uses case study evidence to discuss and suggest practical ways providers can build and maintain a strong results focus which enables analysis, insights and learning, and has achievement of development outcomes as its objective.

Subway Map to Agile Practices - Agile Alliance (Agile Alliance, 2015)
AGILE 101

Summarising portfolio change: results frameworks at organisational level - Simister, Nigel (Intrac, 2016)

Summary of Indicators for Combating Wildlife Trafficking - Environmental Incentives; Foundations of Success; ICF International (USAID, 2015)
USAID's Measuring Impact conducted a survey and analysis of existing wildlife crime indicators to inform the development of USAID indicators and build the evidence base for better alignment of the Agency’s monitoring efforts with best practices. This report summarizes the search strategy and main results of the survey.

Summer School Course - Adaptive Management - Working Effectively in the Complexity of International Development (weekplan) - Green, Duncan; Guijt, Irene (Oxfam, 2018)

Summer school on Adaptive Management - 2019 - CID (2019)
General description of the curriculum

Supporting accountability in fragile settings: A review for the Somalia Implementation and Analysis in Action of Accountability Programme - Nixon, Hamish; Buffardi, Anne; Wales, Joseph; Pasanen, Tiina (ODI, 2017)

Supporting adaptive management. Monitoring and evaluation tools and approaches - Pasanen, Tiina; Barnett, Inka (ODI, 2019)
Key messages • This working paper introduces a set of monitoring and evaluation (M&E) tools and approaches, discussing their potential usefulness in supporting adaptive management in development and humanitarian programmes. It emphasises adaptive programmes characterised by complex aspects, such as: (1) they are innovative; (2) they have uncertain pathways for change; or (3) they operate in uncertain or unstable environments. • The majority of these tools have been used in international development for many years. However, adaptive management brings additional challenges for monitoring and evaluating programmes, as they require intentional M&E design from the start that is oriented towards both learning and accountability. • All of the tools and approaches introduced in this paper have potential to support learning and adaptation, although in various ways and at different stages of a programme. Some tools can support strategic planning and diagnosing throughout a programme – especially during design and inception – while others can help analyse causal relationships at specific points in a programme. It is important to tailor the approach used for its intended purpose. However, whether learning and adaptation happens depends also on factors other than the choice of M&E methods. • For some of these approaches a considerable body of evidence already exists but, for many, more practical examples and systematic analysis is needed. In addition to building the evidence base concerned with which approaches are suitable for different types of adaptive programmes and why, it is also important to improve understanding of the enabling environmental conditions necessary for the tools and approaches outlined here to facilitate and strengthen evaluative thinking, evidence-informed decision-making and ongoing programme iteration.

Supporting innovation and the use of technologies in accountability initiatives: lessons from Making All Voices Count - Edwards, Duncan; Hudson, Hannah; Anderson, Colin; McGee, Rosemary; Brock, Karen (IDS, 2018)
Making All Voices Count was an international initative that harnessed the power of innovation and new technologies to support effective, accountable governance. Focusing on six countries in Africa and Asia, the programme was implemented by a consortium of implementing partners, and used funding from four donors to make grants to support new ideas that amplified the voices of citizens, and enabled governments to listen and respond. From the start, Making All Voices Count was also a learning programme. The objective of this learning was not only to bring about change during the programme’s life cycle, but also to leave a legacy that would help to ensure that future governance programmes and initiatives seeking to capitalise on the transformative potential of innovation and technology are more informed, inclusive and impactful. This programme learning report emerged from a wider process of analysing, discussing and synthesising the data and learning from the programme, which wove together evidence-based learning about technology for accountable governance initiatives with experiential learning on how best to support such work. The report highlights five of the lessons learned from Making All Voices Count about how – and how not – to run large, complex programmes that intend to support innovation in governance.

Supporting Learning? Exploring the relationship between grantee learning and grantmaking practice in the transparency and accountability sector - Ross, Jenny (INTRAC, 2015)
Learning is fundamental to work on transparency and accountability in complex environments. But how can funding practices best support learning?

Supporting local learning and adaptation: understanding the effectiveness of adaptive processes - Moses, Michael; Soal, Sue (2017)
This brief reviews the evidence from Learning to Make All Voices Count (L-MAVC), a programme funded by Making All Voices Count, and implemented in collaboration with Global Integrity. L-MAVC intended to support six Making All Voices Count grantees, working in five countries, in co-creating and applying a participatory, learning-centred, and adaptive approach to strengthening citizen engagement in governance processes in their contexts, including with respect to the Open Government Partnership (OGP).

Supporting the policy environment for economic development (SPEED+) - Strategic Review Report - MSI (USAID, 2019)
Donor-funded policy reform has a long history in Mozambique, with United States Agency for International Development (USAID) efforts dating to the mid-1990s. Many laws and regulations adopted during the past quarter century are the consequence of these efforts. And yet, even with several years of robust economic growth, Mozambique has not experienced the broad economic transformation that policy reforms can trigger: per capita income in 2017 was $519 and more than 80 percent of the country lived on less than two dollars per day. The country ranks 180 out of 189 on the Human Development Index and 135 out of 180 on the World Bank’s Doing Business Index. Supporting the Policy Environment for Economic Development (SPEED+), a $37 million, four-year, USAID-funded program, represents the latest iteration of USAID’s policy reform efforts. SPEED+ began in August 2016 and is scheduled to run through August 2020. As the program passed the midway point, USAID commissioned Management Systems International (MSI) to conduct a strategic review (SR) of the SPEED+ program, with the objectives of advising on: • how to maximize the impact of SPEED+ during its final 18 months; • what type of follow-on program USAID should consider; and • what broader lessons can be drawn from SPEED+’s experience in Mozambique.

Supporting users with the OutNav approash - Matter of Focus (2019)
This report has been generated in OutNav, using the theory-based approach to evaluation pioneered by Matter of Focus. Example of a report from the tool, explaining OutNav approach

Survey Template - Help decide the future of the [name] Community Survey - FeverBee (FeverBee, 2018)