Learning to adapt & adapting to learn - Using elements of outcome mapping in the ‘Resilient Adolescents in the Syria Crisis’ programme - van Ongevalle, Jan; Kvintradze, Ana; Rennesson, Gaël; Miller, David (Save the Children, 2021)
This learning paper highlights how elements of outcome mapping were used by Save the Children Sweden in a project (2018-2020) that supports adolescents, affected by the Syria crisis, to become more resilient. The paper first outlines how the spheres of influence framework has been applied to develop an actor focused theory of change. It then describes how progress markers, as an alternative to SMART indicators, were formulated to monitor the programme’s results. The paper also outlines how long lists of progress markers were categorised in a more realistic and practical results framework. The paper then continues to elaborate how outcome journals, qualitative data analysis techniques and regular review meetings and reflection workshops were utilised for data collection, for collective learning among programme stakeholders and for informing planning and programme adjustment. Various practical guidelines and tips on how to implement elements of outcome mapping are provided. The final part of the paper explores to what extent outcome mapping was able to foster several key enablers of adaptive programme management and highlights some of the challenges that programme stakeholders faced. Practical recommendations towards the use of outcome mapping in future programmes are also proposed.

Applying Systems Thinking to Education: The RISE Systems Framework - Spivack, Marla (Research on Improving Systems of Education (RISE), 2021)
Many education systems in low- and middle-income countries are experiencing a learning crisis. Many efforts to address this crisis do not account for the system features of education, meaning that they fail to consider the ways that interactions and feedback loops produce outcomes. Thinking through the feedback relationships that produce the education system can be challenging. The RISE Education Systems Framework, which is sufficiently structured to give boundaries to the analysis but sufficiently flexible to be adapted to multiple scenarios, can be helpful. The RISE Framework identifies four key relationships in an education system: politics, compact, management, and voice and choice; and five features that can be used to describe these relationships: delegation, finance, information, support, and motivation. This Framework can be a useful approach for characterising the key actors and interactions in the education system, thinking through how these interactions produce systems outcomes, and identifying ways to intervene that can shift the system towards better outcomes.

We have experimented with different approaches to systems transformation — here are five insights - Haldrup, Søren Vester (UNDP Innovation, 2021)
At UNDP Innovation we are on a journey to shift our approach to innovation to help tackle complex development challenges. In short, we are moving away from single point solutions, and instead we are…

PDIA in action - Andrews, Matt; Samji, Salimah (Center for International Development, Harvard University, 2021)
Learning from our experience in 2020, we asked the alumni of our HKS Implementing Public Policy (IPP) Executive Education program, if they wanted to work with our students on their nominated problems. Eight IPP alumni, William Keith Young, Adaeze Oreh, Milzy Carrasco, Kevin Schilling, Artem Shaipov, George Imbenzi, David Wuyep, and Raphael Kenigsberg, who had been trained on PDIA and implementation, signed up to work with our students. Thirty-seven students signed up to take the course beginning January 26th, 2021. The students worked across eight teams and adopted a problem driven approach to foster learning that could help their authorizers develop an action learning strategy to their nominated challenge. This book highlights the students’ work drawing from their blogs as well as the event series. There are 8 sections, one for each of the teams and the problems they worked on during the course. We hope you enjoy reading their stories! Scan the QR Code at the end of each section to learn more.

How to do Adaptive Management in 15 easy steps – from a top new toolkit – FP2P - Green, Duncan (From Poverty to Power, 2021)

A top Toolkit on Adaptive Management. But is that a good idea? – FP2P - Green, Duncan (From Poverty to Power, 2021)

Building a Movement of Public Problem Solvers - Building State Capability - Samji, Salimah (Building State Capability, 2021)
Solving public problems is a hard and thankless job. One that is undertaken with a shortage of time as well as resources, and often under pressure to deliver results. A common approach used to solve public problems is to develop a plan, sometimes with experts, and then to assume that implementation will happen on autopilot. To quote Mike Tyson, “Everyone has a plan ’till they get punched in the mouth.” The question is, what do you do after you get punched? Continue with your existing plan? Or do you learn from the punch?

Beyond Net Zero - A Systemic Design Framework - DC (Design Council, 2021)
What is systemic design? Systemic design is the acknowledgement of complexity and interconnectedness throughout the design thinking and doing process. It is both a mindset and a methodology - considering the structures and beliefs that underpin a challenge. It asks both designers and non-designers to radically reimagine and create new ways of living. The climate and biodiversity crises, and associated social injustice, are the biggest challenges facing humanity today, and so design must evolve to include these: acting more systemically, shifting towards alternative regenerative systems. Systemic Design Framework Our overall, high-level methodology for Design for Planet. It keeps the core premise of the Double Diamond (divergent and convergent thinking) and asks designers to come together to Explore, Reframe, Create and Catalyse. It expands the design process to encompass the ‘invisible activities’ that sit around it: Orientation and vision setting, Connections and relationships, Leadership and storytelling, and Continuing the journey. It also includes six principles that underpin Systemic Design, and the four key roles needed to help work in this way.

Systemic Design Toolkit - DC (Design Council, 2021)
Systemic Design Toolkit Our way of putting the Systemic Design Framework into practice. It is for people who want to use design to address the climate emergency, but who find that their current methods and ways of working are insufficient for the complexity of the challenge. The toolkit contains 11 tools that sit across the systemic design stages, helping you to adopt a systemic approach.

Implementing adaptive management: A front-line effort — Is there an emerging practice? - Teskey, Graham; Tyrrel, Lavinia (Working Paper, 2021)
Among the many principles that currently inform donor-funded development initiatives, three appear to stand out: they should be politically informed, locally led, and adaptive. There is as yet little practical guidance for aid implementers regarding how to operationalise these approaches. What will it take to shift practice away from linear and planned approaches, towards models which foster local leadership and which engage with emergent and complex systems? This paper suggests that the answer is not to throw out the discipline of the logical framework, results frameworks, or theories of change. Rather they need to be handled rather more reflectively and ‘elastically’. The purpose of this paper is to set out how this can be achieved, and to propose 15 tools for donors, implementors and front-line staff to apply adaptive management (AM) in practice, at critical stages of the project cycle and within the dominant aid paradigm. This is what we are calling PILLAR: politically informed, locally led and adaptive responses. We are framing PILLAR to cover the full project cycle (design, implementation and review), hence the nomenclature of an ‘end to end’ approach. Our hope is that these tools will eventually replace the current planned, log-frame driven and top-down approach to aid design and delivery which dominates the development sector.

A Guide to Assessing the Political Economy of Domestic Climate Change Governance - Worker, Jesse; Palmer, Niki (World Resources Institute, 2021)
This paper discusses how understanding the domestic political economy of climate governance is critical for developing informed strategies to build and sustain political ambition. It provides guidance and a methodology for domestic stakeholders to determine the types of institutional reforms, incentives, coalitions, and policy design that can entrench long-term political support for climate ambition. The assessment can also help users identify political barriers to more equitable climate action and identify reforms that may strengthen inclusion and accountability. EXECUTIVE SUMMARY Highlights ▪ There is overwhelming evidence of the social, economic, and environmental case to reduce greenhouse gas (GHG) emissions and rapidly scale up adaptation. Yet, despite a proliferation of climate laws and policies over the last 10–15 years, emissions are still rising, and adaptation needs remain urgent. ▪ This calls for a more sophisticated assessment of the political economy factors that may enable or constrain implementation of policies and actions and sustain political commitment at the country level. ▪ This guide offers an assessment methodology to understand how structural factors, rules and norms, stakeholders and interests, and ideas and narratives influence the political economy of climate action in a given country context. ▪ The methodology was developed on the basis of climate policy, governance, and political economy literature with contributions from subject matter experts. ▪ We intend the assessment to support civil society coalitions, reform-minded civil servants and politicians, international organizations, and other stakeholders. ▪ The resulting analysis should deepen the understanding of context while informing the advocacy, policy design, coalition building, capacity building, and communications of domestic stakeholders.

The Future of Development: “Make Happen” with Portfolios of Options - CHÔRA Foundation (CHÔRA Foundation, 2021)
This Green Paper intends to review key elements of the problem that Development actors will confront as a new decade opens up ahead of us. It will articulate a solution that we believe should become an inherent feature of Development programs and initiatives. This is the outcome of an intense period of experiences and reflections in the Development space across different geographies and institutional mandates and activities, during which the Foundation has collaborated with institutions such as the UNDP and Grand Challenges Canada. At the heart of our collaborations is a Strategic Innovation and System Transformation Framework, with its associated concepts, working definitions, processes, tools and people. Sourced from CHÔRA Foundation’s knowledge and practice assets, this is a capability we intend to make relevant, customise, scale up and distribute to our partners and stakeholders. We are looking to create with them a space that offers the world a transformational capability. Central to this capability we see a distinctive and robust practice: the design and dynamic management of Portfolios of Strategic Innovation and System Transformation Options. These Portfolios are unique, context relevant, embedded mechanisms for learning, sensemaking and problem solving that social systems leverage to have an impact on themselves and their problems, and to induce the transformations that are necessary to them. It is our view that Portfolios of Options are the most effective means by which human social systems can supply themselves with budgets of possibility that ensure choice and create opportunity. They will also support pragmatic evolutionary outcomes and enable resilience.

LearnAdapt: a synthesis of our work on adaptive programming with DFID/FCDO (2017–2020) - Laws, Ed; Pett, Jamie; Proud, Emma; Rocha Menocal, Alina (Briefing Note, 2021)
Key takeaways. • Development is not linear or straightforward, but rather complex, uncertain and context-specific. This calls for international development actors to work differently, in ways that are based on deliberate experimentation, learning and adaptation, to inform decisions and drive effective development. • Although it might go by different names, adaptive programming has been used in a variety of areas and fields in both the public and private sectors. Development practitioners have much to learn from and contribute to these different approaches and experiences. • Trust and relationship-building across all relevant stakeholders are among the most critical enabling factors for adaptive management. They are essential to give partners the space, autonomy and authority needed to try, test, reflect, iterate and feed back at the frontline of implementation, and to give donors the confidence that decisions are being made on the basis of evidence and learning to improve effectiveness. • There is an urgent need to rethink how accountability requirements, results frameworks, value for money considerations, performance markers, procurement and contracting mechanisms and other processes are understood and applied so that they are better aligned with and can support adaptive management more effectively. • The role of senior managers leading adaptive programmes from the donor side should be to create a space for experimentation and learning. Funders should hold their partners accountable for learning and how it feeds into effective programming, rather than for delivering on predetermined targets. • While formal guidance is important, leadership, champions, institutional incentives, a supportive management culture and appropriate mindsets are essential to encourage adaptive ways of working. • Adaptive management is resource-intensive. It requires skill, commitment, time for building trust and investments in learning. It is a journey, not an immediate destination – so it calls for patience, open-mindedness and a more nuanced approach to risk.

Value for money and adaptive programming - Approaches, measures and management - Laws, Ed; Valters, Craig (ODI, 2021)
- The United Kingdom’s Foreign, Commonwealth and Development Office (FCDO)’s standard economy, efficiency, effectiveness/cost-effectiveness and equity (4E) framework is still relevant for approaching, measuring and managing value for money (VfM) for adaptive programmes. • However, this framework needs to be reframed to capture and incentivise flexibility, learning and adaptation. • VfM appraisal and reporting should be done in a way that draws on beneficiary feedback and informs good decision-making, rather than just being a compliance exercise. • If VfM appraisal and reporting cannot be done appropriately for adaptive programmes, it should be avoided or minimised. There is a risk of diverting time and resources from more suitable tools and methods.

Adaptive Learning Guide: A pathway to stronger collaboration, learning, and adapting - Ross, Joey; Karlage, James; Etheridge, James; Alade, Mayowa; Fifield, Jocelyn; Goodwin, Christian; Semrau, Katherine; Hirschhorn, Lisa (USAID MOMENTUM Knowledge Accelerator, 2021)
The purpose of this Adaptive Learning Guide is to provide MOMENTUM project teams with the information and resources to integrate adaptive learning into the design, implementation, and improvement of MNCH/FP/RH programs. This guide provides a conceptual introduction to adaptive learning using links to existing resources and real-world examples of how adaptive learning can drive continuous learning and improvement in project work. The guide is built upon three foundational assumptions: We work in dynamic, often unpredictable environments. Unexpected turns of events will occur. Progress is rarely, if ever, linear. Integrating the principles and practices of USAID’s Collaborating, Learning, and Adapting Toolkit into projects and initiatives requires designing for learning and adaptation. We intend the guide to serve as a “starting point” for interested individuals and teams to begin or strengthen the processes that support the integration of adaptive learning into project work.

Opportunities and challenges for DAC members in ‘adapting to context’ - Sharp, Samuel; Wild, Leni (2021)
Key Messages New principles for OECD DAC members on ‘Managing for Sustainable Development Results’ emphasise tailoring result management approaches to different contexts; balancing internal compliance with empowerment at ground level; and adapting implementation in the pursuit of long-term outcomes. However development organisations face numerous challenges in aligning with these principles in practice. Reporting and evidence collection processes do not consistently encourage adaptive practice, reflecting their orientation towards accountability over learning. Context analysis is common during programme design, but used less on an ongoing basis. Popular tools –such as logical frameworks and theories of change - are often intepreted in linear ways, not as ‘living documents’ that react and change over time. Organisations need to meaningfully empower staff to work adaptively, including examining incentives and cultures that can make staff more comfortable with traditional results management. Even when senior leadership is supportive of adaptive ways of working, they can lack a clear understanding of the resourcing required and appropriate governance and management processes. Development organisations and their partners have attempted to address these challenges through the use of different monitoring and evaluation tools and methods, changes to reporting frameworks and templates, and initiatives to create positive incentives and motivate staff, leadership and partners at different levels.
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Peer reviews - Guidance for facilitators and participants - Wadley, Ian (Mediation Practice Series, 2021)
Essential points for practitioners and donors • Mediation offers a cost-effective and proven method for resolving armed conflict. Between 1985 and 2015, 75 per cent of armed conflicts in the world were resolved through agreement rather than by force. In most cases these processes will have involved third party facilitation or support. • Professional mediators understand the high stakes involved in their work to prevent, mitigate and resolve armed conflict. In addition, they and their financial supporters are increasingly required to demonstrate ‘value-for-money’ to ensure continued funding. • However, traditional monitoring and evaluation (M&E) methods are not well suited to this task, typically imposing artificially linear project models on a dynamic conflict situation, as well as compliance reporting that moves attention away from real value. • Traditional M&E methods tend to focus on documenting the past and generating vast amounts of data, rather than enabling timely adaptation of the project in the present. • Traditional M&E approaches rely heavily on external evaluation consultants. Even in the best of cases this may interfere with the mediation process and impose a heavy time burden on the project team, leading to low acceptance of traditional M&E approaches by mediation practitioners. • In contrast, an ideal M&E approach for mediation should deliver useful insights in even the most dynamic and sensitive mediation environments, impose a light reporting burden, and be readily accepted by mediation teams. It should protect discretion and trust, enable rapid adaptation, and also provide some assurance that donor funds are being well spent.

Doing Development Differently - Wild, Leni (Stanford Social Innovation Review, 2021)
International aid must use different approaches to address the massive systemic problems it seeks to solve.
Keywords: ⛔ No DOI found

A Political Economy Analysis Framework for EdTech Evidence Uptake - Pellini, Arnaldo; Nicolai, Susan; Magee, Arran; Sharp, Sam; Wilson, Sam (The EdTech Hub, 2021)

Assumptions and triple loop learning - Aston, Thomas (Medium, 2021)
Triple loop learning

Adaptive Management: Learning and Action Approaches to Implementing Norms-shifting Interventions - McLarnon, Courtney; Gayles, Jennifer; Deepan, Prabu (USAID / Passages, 2021)
What Passages has Learned about Adaptive Management: • Be reflective about information that is collected and create a culture of learning. • Be systematic about establishing monitoring and learning systems. • Be strategic about data sources and analysis, prioritizing areas for learning and addressing issues raised. • Be inclusive about information collection: who is collecting what, how, and how is it being used.

A Systems Framework for International Development: The Data-Layered Causal Loop Diagram - Blair, Courtney; Gralla, Erica; Wetmore, Finley; Goentzel, Jarrod; Peters, Megan (Production and Operations Management, 2021)
Meeting the United Nations Sustainable Development Goals (SDGs) will require adapting or redirecting a variety of very complex global and local human systems. It is essential that development scholars and practitioners have tools to understand the dynamics of these systems and the key drivers of their behavior, such as barriers to progress and leverage points for driving sustainable change. System dynamics tools are well suited to address this challenge, but they must first be adapted for the data-poor and fragmented environment of development work. Our key contribution is to extend the causal loop diagram (CLD) with a data layer that describes the status of and change in each variable based on available data. By testing dynamic hypotheses against the system's actual behavior, it enables analysis of a system's dynamics and behavioral drivers without simulation. The data-layered CLD was developed through a 4-year engagement with USAID/Uganda. Its contributions are illustrated through an application to agricultural financing in Uganda. Our analysis identified a lack of demand for agricultural loans as a major barrier to broadening agricultural financing, partially refuting an existing hypothesis that access to credit was the main constraint. Our work extends system dynamics theory to meet the challenges of this practice environment, enabling analysis of the complex dynamics that are crucial to achieving the SDGs.

Change: How to Make Big Things Happen - Centola, Damon (Little, Brown Spark, 2021)
How to create the change you want to see in the world using the paradigm-busting ideas in this "utterly fascinating" (Adam Grant) big-idea book.​ Most of what we know about how ideas spread comes from bestselling authors who give us a compelling picture of a world, in which "influencers" are king, "sticky" ideas "go viral," and good behavior is "nudged" forward. The problem is that the world they describe is a world where information spreads, but beliefs and behaviors stay the same. When it comes to lasting change in what we think or the way we live, the dynamics are beliefs and behaviors are not transmitted from person to person in the simple way that a virus is. The real story of social change is more complex. When we are exposed to a new idea, our social networks guide our responses in striking and surprising ways. Drawing on deep-yet-accessible research and fascinating examples from the spread of coronavirus to the success of the Black Lives Matter movement, the failure of Google+, and the rise of political polarization, Change presents groundbreaking and paradigm-shifting new science for understanding what drives change, and how we can change the world around us.

Pushing boundaries: Advocacy evaluation and real-time learning in an HIV prevention research advocacy coalition in sub-Saharan Africa - Dasmariñas, Jules; Schlangen, Rhonda (New Directions for Evaluation, 2021)
Evaluation processes that facilitate learning among advocates must be nimble, creative, and meaningful while transcending putative performance and accountability management. This article describes the experience, lessons, and trajectory of one such approach, Simple, Participatory Assessment of Real Change (SPARC), that a transnational HIV prevention research advocacy coalition pilot-tested in sub-Saharan Africa. Inspired by the pioneering work of the outcome harvesting (OH) and participatory evaluation community, we recuperate advocates' centrality as storytellers, sense-makers, and strategists in advocacy evaluation and describe how we recalibrated SPARC to meet their evaluation and learning needs. This article highlights the normative value of deliberative discourse in evaluation as it contributes to the interpretation of OH and the enrichment of the theory and practice of advocacy evaluation.

Engage. Empower. Enact. - Citizen Engagement & Democratic Innovation Programme White Paper - Doyle, Linda; Smith, Bethan (Cognitive Edge, 2021)
The Cynefin Centre’s Citizen Engagement & Democratic Innovation programme provides tools for collective sense-making in the areas of community development and youth work; civic engagement and democratic innovation; collaborative service/policy design and evaluation; housing/tenant engagement; futures and planning; shared learning and peer to peer knowledge exchange.

Co-Creating Digital Public Services - Jarke, Juliane (Co-creating Digital Public Services for an Ageing Society: Evidence for User-centric Design, 2021)
This chapter reviews key literature and concepts relating to the co-creation of digital public services. For this task, it is firstly important to consider what kind of digital public services may be suitable for co-creation. In order to do so, the first section of this chapter defines what a digital public service is (e.g. with respect to different types of service providers, different types of services and service delivery) and considers what kind of digital public services allow for meaningful citizen participation. To better conceptualise different degrees of participation, the subsequent section reviews Arnstein’s (1969) “ladder of citizen participation” and related work. This allows distinguishing between different degrees of non-participation, (consultative) participation and beyond. Thirdly, the chapter reviews traditional participatory approaches that provide the basis to co-creating of digital public services: (1) co-production of public services, (2) co-design and (3) civic open data use. The chapter summarises and compares the different rationales for participation in these approaches, and reviews how they understand the sharing of control, the sharing of knowledge and the enabling of change.
Keywords: Civic Tech; Co-creation; Co-design; Co-production; Digital public services; Open data; Open government; Participation; Participatory design; User-centric services; e-services

Co-creating Digital Public Services for an Ageing Society: Evidence for User-centric Design - Jarke, Juliane (Public Administration and Information Technology, 2021)
This open access book attends to the co-creation of digital public services for ageing societies. Increasingly public services are provided in digital form; their uptake however remains well below expectations. In particular, amongst older adults the need for public services is high, while at the same time the uptake of digital services is lower than the population average. One of the reasons is that many digital public services (or e-services) do not respond well to the life worlds, use contexts and use practices of its target audiences. This book argues that when older adults are involved in the process of identifying, conceptualising, and designing digital public services, these services become more relevant and meaningful.The book describes and compares three co-creation projects that were conducted in two European cities, Bremen and Zaragoza, as part of a larger EU-funded innovation project. The first part of the book traces the origins of co-creation to three distinct domains, in which co-creation has become an equally important approach with different understandings of what it is and entails: (1) the co-production of public services, (2) the co-design of information systems and (3) the civic use of open data. The second part of the book analyses how decisions about a co-creation project’s governance structure, its scope of action, its choice of methods, its alignment with strategic policies and its embedding in existing public information infrastructures impact on the process and its results. The final part of the book identifies key challenges to co-creation and provides a more general assessment of what co-creation may achieve, where the most promising areas of application may be and where it probably does not match with the contingent requirements of digital public services. Contributing to current discourses on digital citizenship in ageing societies and user-centric design, this book is useful for researchers and practitioners interested in co-creation, public sector innovation, open government, ageing and digital technologies, citizen engagement and civic participation in socio-technical innovation.

Don’t Build It: A Guide For Practitioners In Civic Tech / Tech For Development - Jordan, Luke (Grassroot and MIT Governance Lab, 2021)
If you just remember these... If you can avoid building it, don’t build it; if you have to build it, hire a CTO, ship early, and mature long; and no matter what, draw on a trusted crew, build lean and fast, and get close to and build with your users as soon as possible. --- This guide aims to help you avoid bad projects, structure the team right, ship and learn quicker, and mature longer. The guide starts with project selection, including why the best project to select is no project at all. It moves on to team structure, and the extreme importance of a full-time senior tech lead (or chief technology officer (CTO), understood as an excellent engineering manager). It then covers timelines, emphasizing shipping early but having enormous patience getting to maturity, above all in finding product-use-fit, and avoiding vanity metrics. The guide then goes into some detail on hiring, covering the CTO role, senior contractors, designers and young engineers. The longest section, by some distance, is that on hiring. Hiring is the one thing considered critical in every piece of the lore, by founders and investors and managers alike, across all sectors. It is also the field in which I think I got it mostly right, and for reasons I can explain in ways that I believe will be helpful.

Agile: A New Way of Governing - Mergel, Ines; Ganapati, Sukumar; Whitford, Andrew B. (Public Administration Review, 2021)
The evolving concept of “agile” has fundamentally changed core aspects of software design, project management, and business operations. The agile approach could also reshape government, public management, and governance in general. In this Viewpoint essay, the authors introduce the modern agile movement, reflect on how it can benefit public administrators, and describe several challenges that managers will face when they are expected to make their organizations more flexible and responsive.

Modelo HIP - Hexágono de la innovación pública - Oliván Cortés, Raúl (2021)

Online Learning and collaborative platform for systems thinking and systems change - SI (Systems Innovation, 2021)

Managing complexity (and chaos) in times of crisis. A field guide for decision makers inspired by the Cynefin framework - Snowden, Dave; Rancati, Alessandro (Publications Office of the European Union, 2021)
This field guide helps to navigate crises using the Cynefin framework as a compass. It proposes a four-stage approach through which we can: - assess the type of crisis and initiate a response; - adapt to the new pace and start building sensing networks to inform decisions; - repurpose existing structures and working methods to generate radical innovation; - transcend the crisis, formalise lessons learnt and increase resilience. The guide stresses the importance of setting and managing boundaries, building informal structures, keeping options open, distributing engagement and keeping an ongoing assessment of the evolving landscape. Action items, real life examples and demonstrations complement the references to the developing theoretical framework.

We’re Beating Systems Change to Death - Starr, Kevin (Stanford Social Innovation Review, 2021)
Systems change is more a destination than a journey. “Scalable solutions” might be a better way to make the trip.

Thinking Tools Studio - Waters Center (Waters Center for Systems Thinking, 2021)
Tools to help you Think

What have we learned about learning? Unpacking the relationship between knowledge and organisational change in development agencies - Yanguas, Pablo (German Development Institute / Deutsches Institut für Entwicklungspolitik (DIE), 2021)
Development cooperation has spent decades wrangling over the merits, evidence, and implications of what we may term “the learning hypothesis”: the idea that increased knowledge by development organisations must logically lead to increased effectiveness in the performance of their development activities. Organisations of all stripes have built research and monitoring and evaluation (M&E) departments, adopted a multitude of knowledge management systems and tools, and tinkered with different ways to structure their organograms to stimulate knowledge sharing and learning. The topic of organisational learning is particularly significant as the global development community grapples with increasingly complex problems and the aspiration of evidence-based policymaking. This paper presents an analytical framework for interrogating “the learning hypothesis”, breaking it down into causal steps: knowledge causes learning, learning causes organisational change, change causes effectiveness. The framework focuses on the first two sub-hypotheses, mapping out the conceptual space around them by outlining potential relationships between different types of knowledge – tacit and explicit, internal and external – and between different types of learning – operational and strategic. This map provides a foundation for three key research questions: What impact has the rising knowledge agenda had on development organisations? Which factors appear to enable or inhibit organisational learning? What is the relationship between operational and strategic learning and organisational change? A review of available evaluations and studies, including two cases from former UK Department for International Development (DFID) and the World Bank, reveals that there is insufficient evidence to support the causal claim that knowledge leads to learning and thereby to organisational change in development agencies. Sources point to tacit learning prevailing while explicit knowledge management systems flounder, and external advocacy agendas appear more compelling than internal research and evaluation products. It is not entirely clear how, or indeed, whether operational and strategic learning intersect, with delivery-level lessons hardly aggregating into structural or policy shifts. Organisational change – even that aimed at enhancing learning – is rarely based on lessons learned from practice. More research is necessary to fully unpack the learning hypothesis, but what limited evidence is available disproves rather than confirms its central claim. This has significant implications for the future of learning in development agencies as advocated by thought leaders, researchers, and reformers. In particular, the latter should consider an evidence-based reassessment of the function and value-for-money of research and M&E in development practice, and a more critical examination of the politics of external advocacy efforts around innovative aid approaches like thinking and working politically, adaptive management, or results-based management.

Intervention or Collaboration? Redesigning Information and Communication Technologies for Development. - Bon, Anna (2020)
How can we design and build digital technologies to support people in poor and low resource environments to achieve their objectives? And how can we do this inclusively and ethically, while considering the complexity of their living and working environments? This is the central question in my research. One of the grand challenges of international development cooperation is to make digital technologies available for social and economic development of poor regions of the world. To achieve this goal – often referred to as ICT4D – knowledge and technologies are transferred from wealthy countries to poor regions. Nevertheless, these efforts have often turned out unsuccessful and unsustainable, despite large budgets and numerous projects in prestigious international development programs. Mismatch between the transferred technologies and the target environment is a recurrent problem of ICT4D projects. Improvement can be achieved, for example, by involving end-users in the design process. International development organizations are aware of this, and terms like "co-creation", "participation" and "user-oriented design" have nowadays become part of the international development discourse. However, real co-creation and user-centered design are incompatible with unidirectional transfer of technologies and knowledge (this is how ICT4D is commonly organized, in conventional international development). Moreover, the term participation becomes meaningless, in the light of externally formulated development goals. One key question to ask is: what do the envisaged users want? Remarkably, many ICT4D projects, programs and policies do not really ask and (field) investigate this question, which can only be answered by extensive research on-the-ground. This thesis describes the search for and the design of an alternative approach to ICT4D. Ten years of field and action research with partners in Mali, Burkina Faso, and Ghana have led to a collaborative, iterative and adaptive approach, dubbed "ICT4D 3.0". What is novel of this alternative approach and how does it answer the central question? First of all, ICT4D 3.0 is a practical approach for critical investigation and action. It consists of a reconfigurable framework that guides the design and development of information systems, bridging the knowledge gap between developers and users to unlock and integrate different domains of (global, local, indigenous, academic, nonacademic) knowledge. It targets complex, resource-constrained environments where many (for the ICT developers and researchers) unfamiliar conditions or obstacles may exist. It fosters innovative capacity and learning in action, bringing together people with different backgrounds and perspectives in trans-disciplinary and multicultural teams. It is socio-technical, result-oriented, focused on the objectives of the stakeholders and the requirements of their livelihoods. This approach has been validated in various different contexts, by users, ICT developers, practitioners and students. Second, ICT4D 3.0 contributes to a theoretical understanding of ICT4D as a process of networked innovation in complex (adaptive) systems. The underlying idea is that knowledge sharing and diffusion of innovations are complex (non-linear) dynamic processes that evolve and propagate through social networks in rather unpredictable ways, whereby innovation works out differently, depending on context, and whereby contextual (e.g. social, cultural, environmental, political) factors play an important role, and have to be considered. This theoretical framework explains the effectiveness of a collaborative, iterative, adaptive approach in ICT4D. Third, ICT4D 3.0 is built on ethical principles. When reflecting on the meaning and purpose of digital development, it is clear that digital development is not only a question of technology and practice, and collaboration is more than a prerequisite for successful technological innovation and long-term sustainability: collaboration is a fundamental human, ethical value. Therefore, as a reflective practitioner, one has to ask oneself whose interests one is actually looking after, which goals one is trying to achieve, where they come from, how power and political issues play a role and which core values are at stake. This makes ICT4D 3.0 into a democratic process of dialogue and deliberation, in which all voices are heard, in which the local context and complexity are central and in which development goals are determined by the users themselves and not imposed from outside. In this light, the approach proposed in this thesis takes a value position and can be considered a decolonial approach, striving for democracy, emancipation, autonomy and social and economic betterment. Field experience shows that ICT4D can be a meaningful, collaborative, networked process of knowledge sharing, driven by local initiatives, realizing change for the better, in a complex world.

Risk navigation for Thinking and Working Politically: The work and disappearance of Sombath Somphone - Sims, Kearrin (Development Policy Review, 2020)
Abstract Motivation On December 15, 2012 Sombath Somphone was abducted at a police checkpoint in his home city of Vientiane, the capital of Laos; his whereabouts remain unknown. This article considers his work and disappearance through the lens of Thinking and Working Politically (TWP) approaches to development. The article is supportive of TWP, but emphasizes the significant risks of politicized programming in authoritarian contexts. Purpose By examining the case of Sombath Somphone, the article seeks to offer insights for safer, and more effective, TWP programming. It considers how specific events in authoritarian contexts can suddenly reposition development workers and/or organizations as political dissidents. Approaches and Methods The argument draws on analysis of grey literature; conversational and observational knowledge accrued during 18 months of fieldwork in Laos between 2011 and 2018; on‐going formal and informal interviews with members of Laos’ civil society sector; and extensive dialogue with Sombath Somphone’s wife, Ng Shui Meng. Findings The article identifies four key factors that contributed to the enforced disappearance of Sombath Somphone: international exposure; timing; particular elites; and strategies of oppression. It highlights the need for further consideration of how to anticipate and mitigate the dangers of politically oriented development work, as well as the different forms of risk experienced by local and international development actors working in authoritarian contexts. Policy Implications TWP has much to offer to development practice, but its contributions should not threaten the safety of local development actors. More attention must be given to preventing and mitigating such risks.

Instituciones que aprenden - Informe para la XXVII Cumbre Iberoamericana de Jefes y Jefas de Estado y de Gobierno - Oliván Cortés, Raúl (XXVII Cumbre Iberoamericana, 2020)
La pandemia de la Covid-19 ha brotado súbitamente en un momento de transición para las instituciones y organizaciones sociales de medio mundo. Cuando aún no se había superado la crisis de confianza de la última década entre los ciudadanos y los gobiernos, en un momento de gran impulso de las iniciativas de gobierno abierto, planes de innovación y transformación digital, para hacer más democráticas y eficientes las administraciones a través de programas políticos encaminados a configurar un nuevo contrato social, verde y digital en el marco de la Agenda 2030; el coronavirus ha provocado un shock histórico alterando el decurso del siglo XXI y exigiendo una aceleración de todos los procesos en marcha. La complejidad y dimensión de la pandemia ha puesto de manifiesto la necesidad de arquitecturas institucionales más flexibles, ágiles y resilientes, que sean capaces de incorporar toda la energía civil para aprender de su talento y creatividad, dándole mayor protagonismo a la ciudadanía (activistas, emprendedores, tejido asociativo, academia, makers…) no solo en la toma de decisiones sino también en el diseño e implementación de las estrategias. Conforme se centrifugaba a millones de empleados a teletrabajar desde sus casas, se hacía más poderosa la idea de pensar las organizaciones como flujos más allá de los organigramas estáticos de lugares y personas. Transformar las jerarquías en redes, concebirlas como cuerpos sociales dinámicos, no solo amplía su radio de acción y su conectividad exterior, también reactiva sus fortalezas internas, aflora los liderazgos ocultos, multiplica el valor social producido y maximiza el uso eficiente de los recursos en una época de limitaciones. Los laboratorios de innovación pública, social o ciudadana, o laboratorios de gobierno, junto a otras formas de innovación abierta y diseño social, se reivindican como proyectos inspiradores de un cambio de paradigma: de las instituciones que ordenan a las instituciones que aprenden. Pensar las organizaciones bajo el prisma de la ciencia de redes y la ética de los rizomas –nodos, enlaces, hubs, comunidades…– nos debería permitir una aproximación a la compleja y escurridiza tarea de configurar los ecosistemas de innovación y creatividad en el ámbito de lo público y lo social. Este informe propone un modelo denominado Hexágono de la Innovación Pública (HIP) que promueve un cambio sistémico a través de seis vectores (OPEN_ abierto, TRANS_ transversal, FAST_ ágil, PROTO_ modelado, CO_ colaborativo y TEC_ tecnológico) basados en las propiedades de las redes y en el análisis de 105 metodologías que usan las agencias más innovadoras del mundo. Se incluyen una herramienta de autodiagnóstico y el HIP-SIM, una primera aproximación a un software abierto para visualizar, modelar y simular la creación de ecosistemas innovadores con el que queremos propiciar una comunidad y un debate internacional.

Instituições que aprendem - Relatório para a XXVII Cimeira Ibero-Americana de Chefes de Estado e de Governo - Oliván Cortés, Raúl (XXVII Cimeira Ibero-Americana, 2020)
A pandemia da Covid-19 surgiu de súbito num momento de transição para as instituições e organizações sociais de meio mundo. Antes ainda de se ter ultrapassado a crise de confiança da última década entre os cidadãos e os governos, num momento de grande impulso das iniciativas de governo aberto e de planos de inovação e transformação digital para tornar mais democráticas e eficientes as administrações através de programas políticos encaminhados para configurar um novo contrato social, verde e digital no quadro da Agenda 2030, o coronavírus provocou um choque histórico alterando o curso do século XXI e exigindo uma aceleração de todos os processos em andamento. A complexidade e dimensão da pandemia revelou a necessidade de arquiteturas institucionais mais flexíveis, ágeis e resilientes, capazes de incorporar toda a energia civil para aprenderem com o seu talento e criatividade, dando maior protagonismo à cidadania (ativistas, empreendedores, tecido associativo, academia, makers…) não só na tomada de decisões mas também na configuração e implementação das estratégias. À medida que se afastava do centro a milhões de empregados para teletrabalhar a partir de casa, tornou-se mais poderosa a ideia de pensar nas organizações como fluxos que excedem os organigramas estáticos de lugares e pessoas. Transformar as hierarquias em redes, concebê-las como corpos sociais dinâmicos, não só alarga o seu raio de ação e conectividade externa, mas também reativa as suas forças internas, aflora as lideranças ocultas, multiplica o valor social produzido e maximiza o uso eficiente dos recursos numa época de limitações. Os laboratórios de inovação pública, social ou cidadã, ou laboratórios de governo, a par de outras formas de inovação aberta e configuração social, reivindicam-se como projetos inspiradores de uma mudança de paradigma: de instituições que ordenam para instituições que aprendem. Pensar nas organizações sob a ótica da ciência das redes e da ética dos rizomas – nós, ligações, hubs, comunidades… – deverá permitir-nos uma aproximação à complexa e subtil tarefa de configurar os ecossistemas de inovação e criatividade no âmbito público e social. Este relatório propõe um modelo denominado Hexágono da Inovação Pública (HIP) que promove uma transformação sistémica através de seis vetores (OPEN_ aberto, TRANS_ transversal, FAST_ rápido, PROTO_ modelado, CO_ colaborativo e TEC_ tecnológico) baseados nas propriedades das redes e na análise de 105 metodologias usadas pelas agências mais inovadoras do mundo. Incluem-se uma ferramenta de autodiagnóstico e o HIP-SIM, uma primeira aproximação a um software aberto para visualizar, modelar e simular a criação de ecossistemas inovadores com o qual queremos favorecer a comunidade e o debate internacional.

Principles for managing in complexity - Proud, Emma (LearnAdapt, 2020)
Written by Toby Lowe and Shaheen Warren (Centre for Public Impact) and Sam Sharp (Overseas Development Institute), with input from Jamie…

Development and radical uncertainty - Feinstein, Osvaldo (Development in Practice, 2020)
Development strategies, programmes and projects are designed making assumptions concerning several variables such as future prices of outputs and inputs, exchange rates and productivity growth. However, knowledge about the future is limited. Uncertainty prevails. The usual approach to deal with uncertainty is to reduce it to risk. Uncertainty is perceived as a negative factor that should and can be eliminated. This article presents an alternative approach which recognises that radical uncertainty is irreducible to risk, identifying a positive dimension of uncertainty and showing its implications for development practice.

Discussing Adaptive Approaches for Development Programmes - Pett, Jamie (Medium - LearnAdapt, 2020)
What can adaptive approaches from other sectors teach development practitioners about dealing with uncertainty?

Agency in the face of path dependence: how organizations can regain scope for maneuver - Fortwengel, Johann; Keller, Arne (Business Research, 2020)
This paper tackles a key problem in path dependence research: how can locked-in organizations regain their scope for maneuver? Leveraging insights from two surprising and thus revelatory cases of organizations that have successfully escaped from path dependence, we develop the theoretical argument that regaining scope for maneuver can be achieved by interrupting the logic of a path’s underlying self-reinforcing mechanisms. More specifically, we argue that, through a targeted interruption of the working of these mechanisms, hyper-stable patterns inscribed in an organization can be gradually rewound—and alternative futures become possible. We position our paper within larger debates around the role of agency in path dependence theorizing, and we outline research frontiers to better understand the necessary antecedents of and exact relationship between mechanisms interruption and pattern unwinding.

Project facilitation as an active response to tensions in international development programmes - Lannon, John; Walsh, John N. (International Journal of Project Management, 2020)
This paper examines the tension within international development programmes between traditional task-oriented approaches to development and the wider view of programmes as sites for adaptability and learning. It characterises it as a set of inter-related tensions between recursive and adaptive tendencies that exist at individual actor, programme and institutional levels. Drawing on a multiple interpretive case study of partnership based programmes between an international non-government organisation and local partners in three countries, it looks at how these tensions play out in practice. Based on the findings, it proposes an active response to the tensions called project facilitation. This is an adaptive and co-created process that incorporates local experience and practice based knowledge to achieve strategic goals, while utilising recognised project management practices to achieve agreed outcomes. By adopting active responses to the tensions that exist within programmes it offers greater potential for effective delivery of long term benefits than the more typical defensive response strategies. Project facilitation is consistent with the social constructionist view of programmes and programme management but broadens our understanding by emphasising the need to actively consider how the tensions inherent in programmes are responded to.
Keywords: Adaptive management; International development; Non-governmental organisations; Partnership; Programme management; Project facilitation; Tensions

Diseño transformacional de proyectos - Kehrer, Daniel (GIZ, 2020)
There are many definitions of the term ‘transformation’ or ‘transformational change’. The first section of the report develops a basic understanding of transformations or transitions (used synonymously) viewed from various perspectives. In this, transformations are defined as processes that use disruptive innovations to change systems into fundamentally new systems that subsequently form the new mainstream. Section two describes existing approaches to environmental and climate finance in international cooperation and discusses them in light of the proposed definition. All of the approaches have the potential to be further refined and in that process often to increase the precision of what is understood by each type of transformation. The definitions already state which criteria and indicators are referred to and how relevant they are. There is wide diversity in the type of criteria and indicators used by the various organisations, and how they are classified, but certain common features can be identified and with the aid of the literature on transformations they can be combined to form a comprehensive framework. With this in mind, the derivation of quality criteria for transformative interventions is explained in section 3.1. Transformational change at one and the same time calls for big decisions and innumerable projects in a particular field of transformation; the projects cannot be planned on the drawing board but still should be coordinated with each other. Section 3.2 offers guidance on this. Section 3.3 argues in favour of focusing more closely on the ‘process promise’ and employing a more iterative and more adaptable commissioning procedure. Finally, section 3.4 introduces two types of indicators under the various criteria: design indicators, which measure the quality of interventions that are aimed at influencing transformations (process orientation), and outcome indicators, which measure the process and/or progress of a transformation itself.

Transformative project design - Kehrer, Daniel (GIZ, 2020)
There are many definitions of the term ‘transformation’ or ‘transformational change’. The first section of the report develops a basic understanding of transformations or transitions (used synonymously) viewed from various perspectives. In this, transformations are defined as processes that use disruptive innovations to change systems into fundamentally new systems that subsequently form the new mainstream. Section two describes existing approaches to environmental and climate finance in international cooperation and discusses them in light of the proposed definition. All of the approaches have the potential to be further refined and in that process often to increase the precision of what is understood by each type of transformation. The definitions already state which criteria and indicators are referred to and how relevant they are. There is wide diversity in the type of criteria and indicators used by the various organisations, and how they are classified, but certain common features can be identified and with the aid of the literature on transformations they can be combined to form a comprehensive framework. With this in mind, the derivation of quality criteria for transformative interventions is explained in section 3.1. Transformational change at one and the same time calls for big decisions and innumerable projects in a particular field of transformation; the projects cannot be planned on the drawing board but still should be coordinated with each other. Section 3.2 offers guidance on this. Section 3.3 argues in favour of focusing more closely on the ‘process promise’ and employing a more iterative and more adaptable commissioning procedure. Finally, section 3.4 introduces two types of indicators under the various criteria: design indicators, which measure the quality of interventions that are aimed at influencing transformations (process orientation), and outcome indicators, which measure the process and/or progress of a transformation itself.

A Guide To Agile Project Management Methodology & Tools - Aston, Ben (The Digital Project Manager, 2020)
Looking to brush-up on agile? Here's your complete guide to agile project management, agile principles and key components, and the best agile tools for 2020.

Linking constituent engagement and adaptive management - Buell, Stephanie; Campbell, Megan; Pett, Jamie (Overseas Development Institute, 2020)
Constituent engagement is the two-way process of involving constituents in the design, delivery, monitoring and evaluation of programmes. Constituent engagement and adaptive management together can be a powerful combination; high-quality constituent engagement can reinforce effective adaptive management, and vice versa. By highlighting stories from leading practitioners and their organisations, this paper explores how programmes ensure that constituent engagement informs meaningful adaptation. Key messages Constituent engagement and adaptive management are both important tools for implementing responsive and effective development programmes. Together, they can be a powerful combination: input from constituent engagement can be a key source of information and evidence that meaningfully informs programme design and adaptation, and closing the feedback loop in this way increases the quality of future engagement. Both adaptive management and community engagement principles recognise that, for a programme to be effective, it must be responsive to the people meant to ultimately benefit from it. Beyond providing a key source of information for potential programme adaptations, constituent engagement efforts also help build trust with stakeholders, align expectations and promote accountability. This paper explores five key elements for ensuring that constituent engagement and adaptive management are effectively linked within a programme: strong internal systems and external channels; skilled staff that value engagement and adaptation; decision-maker champions; clear points for reflection and action; and a meaningful role for constituents.

Adaptive management: A practical guide to mitigating uncertainty and advancing evidence-based programming - Byom, K.; Ingram, M.; Oakley, A.; Serpe, L. (PACT, 2020)
Pact’s Adaptive Management Guide provides practical guidance to development practitioners globally on the mindsets, behaviors, resources, and processes that underpin an effective adaptive management system. It presents an approach to managing adaptively that is rooted in complexity analysis and program theory. It draws on Pact’s global experiences and work on topics as diverse as health, livelihoods, markets, governance, capacity development, women and youth, and more. This document begins with an introduction to adaptive management, then walks through successive steps to determine how much adaptation a project requires and how to design an appropriate system. The second half of this guidebook contains a toolkit of examples and templates that projects can tailor to their needs.

Using middle-level theory to improve programme and evaluation design - Cartwright, N (CEDIL, 2020)
What can middle-level theory do? Middle-level theory (MLT) has several uses in development planning and evaluation. It helps predict whether a programme can be expected to work in a new setting. It offers insights into what design features are needed for success. It provides invaluable information for monitoring to see if the programme is on track and to fix problems that arise. It reveals the causal processes and related assumptions to be tested in an evaluation and helps identify evaluation questions. It helps in interpreting evaluation findings, assessing their relevance and locating a description of them that is useful for programme design and evaluation in other settings

Building Better Systems - An introduction to System Innovation - Winhall, Jennie; Leadbeater, Charles (The Rockwool Foundation, 2020)
This paper lays out a series of steps people can take to create the new systems we need to meet shared, public challenges. Systems are ubiquitous and powerful. We rely on them to support our daily lives: every time we turn on a tap, flick a switch for electricity, drop our child at school, jump on a bus or visit a doctor we rely on a wider system. There is a widespread sense, among decision makers and citizens that in the coming decades society will need not just new products, software and services, but new systems for living sustainably in a socially inclusive society. The need for better, different systems will be heightened by the impact and lessons of the Covid-19 pandemic. Systems are productive precisely because they are more than standalone products. A system pulls together all the different ingredients needed to meet a need or to produce an outcome: the shipping container is a product, containerisation is a system; a contactless payment card is a product which only works as part of a payments system; an operation in a hospital can only take place because it is part of a wider health system. To understand how a system works it has to be seen as a whole, from the macro policy frameworks of social security systems right down to how a citizen goes about finding a job. Many of the systems we rely on for care and work, energy and transport, education and health are under pressure to change. Society faces both deeply entrenched and growing challenges that are outpacing the systems we have. We also have opportunities to create new, alternative systems as new knowledge, values and technologies emerge, from artificial intelligence and bitcoin, to circular and renewable systems of production. Rising to the challenge of fixing an existing system and exploring the possibility of creating a new system are different undertakings. The first is about optimising what exists, the second is about creating something different and better. We want this project to yield practical insights for those who want to respond to the systemic challenges of today by stepping into the possibilities of the future. Acting to change systems depends on new ways of seeing both challenge and opportunity: why systems come under strain and what unlocks the potential for alternatives. It depends on better understanding how new systems form, and what and who is part of initiating and driving the transition to them. In putting together this paper and the ones that will follow from it we want to clarify how to assess the need for, invest in and act on the process of deliberate system change.

Four ways development practitioners can borrow from private sector adaptive approaches - Pett, Jamie (LearnAdapt, 2020)
Agile, lean startup and human-centred design can be an answer — if you’re asking the right questions

5 Principles to Guide Adaptive Leadership - Ramalingam, Ben; Nabarro, David; Oqubuy, Arkebe; Carnall, Dame Ruth; Wild, Leni (Harvard Business Review, 2020)
How you respond to a crisis will have repercussions for years to come. The Covid-19 pandemic is constantly evolving, with leaders facing unpredictability, imperfect information, multiple unknowns, and the need to identify responses quickly — all while recognizing the multi-dimensional (health-related, economic, social, political, cultural) nature of the crisis. Responding to the crisis requires adaptive leadership, which involves what we refer to as the 4 A’s: Anticipation of likely future needs, trends and options. Articulation of these needs to build collective understanding and support for action. Adaptation so that there is continuous learning and the adjustment of responses as necessary. Accountability, including maximum transparency in decision-making processes and openness to challenges and feedback.
Keywords: Crisis management; Leadership

Book Review: ‘Thinking and Working Politically in Development’ - Green, Duncan (From Poverty to Power, 2020)
Review of a new book that explores the 'secret sauce' of Coalitions for Change - an unusually successful governance programme in the Philippines

What is Political Economy Analysis (PEA) and why does it matter in development? - Teskey, Graham (From Poverty to Power, 2020)
Graham Teskey shares a great internal links round up and guide to 'political economy analysis'

Navigating adaptive approaches for development programmes - Pett, Jamie (Working Paper, 2020)
This working paper compares six of the most prominent adaptive approaches to emerge over the past two decades. Three come from the world of innovation, largely in the private sector (agile, lean startup and human-centred design), and three from the global development sector (thinking and working politically, forms of adaptive management and problem-driven iterative adaptation). While all of these approaches are valuable when used in the right context, practitioners may be perplexed by the multiplicity of methods and jargon. This paper aims to address some of this confusion by mapping where these approaches have come from and showing how they can be applied across the adaptive programme cycle. Armed with this knowledge, practitioners might experiment with different combinations and sequences of adaptive approaches according to the kind of problem and context faced. In turn, this may help us move beyond a siloed view of approaches linked to innovation, adaptive management or more politically smart ways of working. Key messages: • Adaptive approaches have emerged in several sectors, including software development, product and service design, technology startups and international development. • Adaptive approaches can help practitioners counteract misplaced certainty. By talking to potential users, understanding institutions, interests and ideas and investigating the root causes of a problem, practitioners applying these approaches can illuminate the underlying nature of the problem and context. • Rather than building a whole solution straight away, these approaches commonly encourage practitioners to start small and use structured cycles of testing and learning. There is scope to further consider how different approaches can be better brought together and combined. • Adaptive approaches in development provide a wider range of options for what to create and facilitate – not only products or services, but also forms of collective action. There are also alternative ways to think about scale – considering how others might take up an idea and looking for leverage, rather than quantity.

SystemCraft - a primer: How to Tackle our Toughest Problems - Simpson, Kate; Randall, Ian (Wasafiri, 2020)
Systemcraft is our applied framework to help leaders and organisations get started and keep going when faced with complex problems. It is built on our practical experience. It draws on a broad body of research, action and theory from the worlds of complexity thinking, systems theory, adaptive management, leadership development, social movements, development theory and beyond. Systemcraft has been designed to make systems thinking something any leader can apply when they find themselves faced with a complex problem and asking, ‘So what do I do next?’

Reacting or adapting? Purposeful adaptation and response to contextual change. - Wood, Nik (Rebel with Causation, 2020)
Adaptive management is increasingly on the ticket for development programming, and has been crucial in the wake of covid-19. I’ve been working with adaptive programmes for most of my career, …

Webinar - Practicing Thinking and Working Politically (TWP): Voices from the Field - SID (Society for International Development., 2020)
Current thinking on effective international development interventions highlights the importance of “thinking and working politically” (TWP). Among the emerging lessons of experience is that thinking politically, using tools such as political economy analysis, is more easily undertaken than working politically. How can the two pillars of TWP be effectively integrated? What challenges exist and how have practitioners confronted them? This session focuses on listening to voices from the field to explore answers to these questions. The organizers solicited proposals from implementers, reaching out to SID-W members and the Washington, D.C.-based TWP community of practice. They selected the following four projects that illustrate different approaches to practicing TWP. • Mercy Corps: Integrated Maji Infrastructure and Governance Initiative for Eastern Congo, Democratic Republic of the Congo • Asia Foundation: Tourism Strategy Project, Timor-Leste • Counterpart International: Rights and Dignity Project, El Salvador • RTI International: Knowledge Sector Initiative, Indonesia Their voices will be bookended by Sarah Frazer (RTI International), who will summarize a recent study, Thinking and Working Politically: Lessons from Diverse and Inclusive Applied Political Economy Analysis, and Alina Rocha Menocal (Overseas Development Institute), who will provide commentary on the four projects and the study findings. Ann Hudock (Counterpart International) will moderate.

The Politics of Uncertainty : Challenges of Transformation - Scoones, Ian; Stirling, Andy; Stirling, Andy (Routledge, 2020)
Why is uncertainty so important to politics today? To explore the underlying reasons, issues and challenges, this book’s chapters address finance and banking,

Thinking and working politically with technology: State of the art meets art of the state - Thampi, Gopa; Nixon, Nicola (From Poverty to Power, 2020)
Based on its work in Sri Lanka, The Asia Foundation argues for greater attention to the local political dynamics into which digital solutions are introduced

Scaling the impact of sustainability initiatives: a typology of amplification processes - Lam, David P. M.; Martín-López, Berta; Wiek, Arnim; Bennett, Elena M.; Frantzeskaki, Niki; Horcea-Milcu, Andra I.; Lang, Daniel J. (Urban Transformations, 2020)
Amplifying the impact of sustainability initiatives to foster transformations in urban and rural contexts, has received increasing attention in resilience, social innovation, and sustainability transitions research. We review the literature on amplification frameworks and propose an integrative typology of eight processes, which aim to increase the impact of such initiatives. The eight amplification processes are: stabilizing, speeding up, growing, replicating, transferring, spreading, scaling up, and scaling deep. We aggregated these processes into three categories: amplifying within, amplifying out, and amplifying beyond. This integrative typology aims to stimulate the debate on impact amplification from urban and rural sustainability initiatives across research areas to support sustainability transformations. We propose going beyond an understanding of amplification, which focuses only on the increase of numbers of sustainability initiatives, by considering how these initiatives create transformative change.
Keywords: City; Rural; Scaling; Transformation; Transition; Transition initiative; Urban

Smart Implementation of complex change processes - Beier, Christoph; Kirsch, Renate (Global Solutions Journal, 2020)
Cooperation management facilitates the recoupling of progress toward sustainable development

Uncertainty and COVID-19: A turning point for Monitoring Evaluation, Research and Learning? - A discussion note for aid actors, policymakers and practitioners - Tyrrel, Lavinia; Roche, Chris; Jackson, Elisabeth (Abt Associates, 2020)
The COVID-19 pandemic has significantly shifted the context in which aid and development is being delivered. The global scale of the pandemic and the speed at which it is spreading mean that the ‘normal’ economic, ideological and organisational influences which shape (if not determine) aid delivery are in flux. This means that – for a relatively short-period – there is scope for aid actors to work collectively to embed more locally-led, politically-informed and adaptive forms of MERL in aid and development practice. These forms of Monitoring Evaluation Research and Learning (MERL) are not only well-suited to the current global pandemic. They also offer ways for aid program decision makers and practitioners to make sense of the complex and uncertain contexts in which much development work takes place. Applying locally-led, politically-informed and adaptive forms of MERL in the COVID-19 context and beyond requires a shift in mindset and approaches. Situations of complexity, in which it is difficult to predict the relationships between cause and effect, do not lend themselves to linear approaches and fixed indicators. Instead, they require ‘navigation by judgement’, ongoing learning and adaptation and greater privileging of local knowledge, and of the perspectives of those who are often excluded. Rather than being focused on upwards accountability, simple numbers and good news stories, the core function of MERL in this context is to support a better understanding – in real-time – of the changing operating context, to generate learning about the immediate impact of policy and program responses and their longer-term effects, and to inform decision making by front line staff. Whether the opportunities afforded by this ‘critical juncture’ are realised will depend on the degree to which those in the aid and development sector use this opportunity to promote a shift in the deep incentive structures within which development agencies are embedded. On the one hand, the pandemic underscores the limits of the linear understandings of change which underpin many orthodox approaches to planning, design and associated MERL. On the other hand, there is a vested interest in the status quo amongst many organisations, consultants, researchers and MERL practitioners. This is because approaches which promote locally-led development inevitably require those in power to relinquish control. While a range of factors make this shift difficult, there is more scope to change internal ways of working in development agencies than is commonly acknowledged. There is no time like the present to advocate for a ‘new normal’ for MERL.

A pragmatic approach to assessing system change - Webinar (DCED, 2020)
Few topics inspire as much confusion and debate as systemic change. What is it? How do you measure it? Does it even matter? Assessing changes in systems might be more doable than you think. This webinar explored a back-to-basics approach to assessing system change. In November 2019, thirty results measurement specialists, managers and consultants got together in Bangkok. They took part in workshops on a back-to-basics approach to assessing system changes, applying it to cases from participants’ programmes. Since then, the insights from the workshop have been further developed into a pragmatic approach to assessing system changes that builds on what programmes are actually doing and learning from practice. It can be: applied by programmes using a variety of different systemic change frameworks applied across a variety of sectors implemented with internal resources using familiar methods for information gathering The speakers walked through the approach using examples from the 2019 workshop, including PRISMA in Indonesia and Skills for Jobs (S4J) in Albania.

Deciding Well in Tumultuous Times - Moss, Ian David (Smarter decisions for a better world, 2020)
Practical advice for donors and institutions responding to COVID-19

Software Engineering at Google: Lessons Learned from Programming Over Time - Winters, Titus; Manshreck, Tom; Wright, Hyrum (O'Reilly Media, 2020)
Today, software engineers need to know not only how to program effectively but also how to develop proper engineering practices to make their codebase sustainable and healthy. This book emphasizes this difference between programming and software engineering. How can software engineers manage a living codebase that evolves and responds to changing requirements and demands over the length of its life? Based on their experience at Google, software engineers Titus Winters and Hyrum Wright, along with technical writer Tom Manshreck, present a candid and insightful look at how some of the world's leading practitioners construct and maintain software. This book covers Google's unique engineering culture, processes, and tools and how these aspects contribute to the effectiveness of an engineering organization. You'll explore three fundamental principles that software organizations should keep in mind when designing, architecting, writing, and maintaining code: How time affects the sustainability of software and how to make your code resilient over time How scale affects the viability of software practices within an engineering organization What trade-offs a typical engineer needs to make when evaluating design and development decisions

LEARN End of Contract Report - Learning Lab (USAID, 2020)
In September of 2014, USAID’s Office of Learning, Evaluation & Research (LER) awarded the Learning and Knowledge Management (LEARN) contract to Dexis Consulting Group and subcontractor RTI International.1 This document—the End of Contract Report—captures five and half years of results and reflections for our stakeholders. Our intention is to share the good and the bad, and while this report would not be considered a “tell all,” we think we have a story worth sharing, particularly to USAID CORs and AORs, activity managers, and other implementers of institutional support contracts.2 LEARN’s primary purpose was to support organizational change at USAID. More specifically, the contract was focused on helping USAID staff integrate collaborating, learning, and adapting (CLA) approaches into the design, implementation, monitoring, and evaluation of programs (what is known at USAID as the Program Cycle). It was clear that most USAID staff, whether they realized it or not, were already integrating CLA into their work to some extent. The focus of our efforts, therefore, was to make those practices more systematic, intentional, resourced, and ultimately more widespread throughout the Agency, which would have a ripple effect on implementing partners and even other stakeholders, such as host country governments. This was based on the theory—later borne out by evidence—that by becoming a better learning organization, USAID could be a more effective development organization. And that theory brought the USAID CLA team within USAID’s Bureau for Policy, Planning & Learning (PPL) and LEARN contractors together, driven by a shared purpose of improving how USAID does business. LEARN was designed based on this belief and, as you might expect from a learning-oriented contract, began with more questions than answers. Primary among those questions was: could an institutional support contract do more than carry out requested services—could it actually accelerate positive organizational change at USAID? And if so, how and under what conditions?

Monitoring for problem-solving, adaptive management, reporting and learning - Dominique Morel; Dzino-Silajdzic, Velida; Hagens, Clara (Catholic Relief Services, 2020)
Internal and external stakeholders have different information needs over a project’s life, for purposes that include adaptive management, accountability, compliance, reporting and learning. A project’s monitoring, evaluation, accountability and learning, or MEAL, system should provide the information needed by these stakeholders at the level of statistical reliability, detail and timing appropriate to inform data use. In emergency contexts where the situation is still fluid, ‘informal monitoring’ has proved helpful to staff’s ongoing assessment of the broader environment in order to identify changes in the situation, in other actors’ responses, and in priority unmet needs that would require corresponding changes in the response.2 The same distinction between informal monitoring of possible changes in the project’s operating context—whether identified as project assumptions and risk factors or not—and formal monitoring of the activities included in the response and project indicators, is relevant for development contexts too. Informal monitoring: Ongoing assessment of changes in operating context Formal monitoring: Tracking progress against project activities and indicators Within formal monitoring, it is useful to further differentiate between light monitoring and rigorous monitoring: - Light monitoring aims to provide timely feedback on new activities (or new locations or target groups) or aspects of the project’s theory of change (activity-to-output or output-to-IR change) logic that staff are less confident about, to check for early signs that progress is being made and that assumptions are holding true while there is still ample time to make adjustments if necessary.3 - Rigorous monitoring aims to collect representative data for evidence-based project management, reporting and learning, not just at midterm but throughout project implementation.

Adaptive leadership in the coronavirus response - Ramalingam, Ben; Wild, Leni; Ferrari, Matt (ODI, 2020)
The coronavirus pandemic poses unprecedented challenges to science, policy and the interface between the two. How – and how quickly – policy-makers, practitioners and researchers react to this emerging and complex crisis is making a profound difference to people’s lives and livelihoods (WHO, 2020). But how can we ensure effective collective decision-making on the basis of emerging evidence, changing trends and shifting scientific understanding, all in the face of considerable uncertainty? Recent experience highlights the need for adaptive leadership in national and global responses to the outbreak. This briefing paper sets out key principles for what this might look like, and proposes a roadmap for policy-makers, practitioners and researchers to move towards such an approach as they tackle the unfolding crisis. Key messages Tackling the coronavirus outbreak requires adaptation at operational and leadership levels. Operationally, there is scope to strengthen evidence-based adaptive management practices, to adjust the mix and type of interventions being implemented and learn as we go so as to achieve shared goals. This requires adaptive leadership capacities, being open and transparent about learning, using collective decision-making processes and building trust with communities and individuals.

Cynefin St David’s Day 2020 (1 of 5) - Snowden, Dave (Cognitive Edge, 2020)
Series of blog posts discussing the last version (as of 2020) of the Cynefin framework.

Adaptation in practice: lessons from teenage pregnancy programmes in Sierra Leone - Castillejo, Clare; Buell, Stephanie (ODI, 2020)
A discussion of initial learning emerging from the SLRC ’Adaptive approaches to reducing teenage pregnancy in Sierra Leone’ action research project.

Politically informed approaches to gender in fragile and conflict-affected settings - Castillejo, Clare; Domingo, Pilar; George, Rachel; O’Connell, Shannon (ODI, 2020)
This report summarises the discussions at a meeting held in September 2019 of a group of global development research and policy experts and practitioners, convened by ODI and the Westminster Foundation for Democracy, to share experiences and knowledge, reflect on what we already know about working politically on gender in fragile and conflict-affected settings (FCAS), and identify what further evidence would be useful. Key messages: - It is important to identify, document and learn from politically informed and adaptive ways of working in practice on gender in FCAS. - Different analytical and monitoring, evaluation and learning tools are required for politically informed programming on gender. These should be embedded within programme teams and processes, and be both gender-responsive and responsive to the political economy context. - There is a need for more politically smart use of quantitative and qualitative data in order to identify plausible entry points and ways of working on gender in FCAS. This should include increasing the capacity of programme staff to use data to inform, adapt and correct programmes. - Staff promoting politically informed work on gender equality are often isolated, with little opportunity to share experiences or learn from others. Platforms should therefore be created to share experience and knowledge, and to bring together donors and implementers involved in this work.

The Magenta Book - Suplementary guide: Handling Complexity in Policy Evaluation - HM Treasury (UK Government, 2020)
HM Treasury guidance on what to consider when designing an evaluation.

Mainsreaming gender in an adaptive, politically smart governance programme - Lessons from Institutions for Inclusive Development in Tanzania - Laws, Ed (ODI, 2020)
• This paper looks at the experience of gender mainstreaming in the Institutions for Inclusive Development (I4ID) programme – an adaptive, politically smart governance programme in Tanzania. • When development programmes try to engage with political stakeholders and align with the priorities of wider coalitions there is a danger that gender equality is de-prioritised. • It is important that formal political economy analysis, as well as other data collection, analysis and consultation exercises, are gender-sensitive. Teams should also look for ways to make gendered political and power analysis part of the everyday routine practice of staff. • Working politically and adaptively to advance gender objectives calls for staff with a specific skillset, as well as links to appropriate networks and political stakeholders. It also implies establishing checks and incentives to hold staff and partners accountable for gender objectives, and strong and consistent messaging from team leaders.

Rethinking value for money for adaptive, politically smart programmes - Lessons from Institutions for Inclusive Development in Tanzania - Laws, Ed (ODI, 2020)
- This short paper draws out lessons for working effectively with and through partners, based on the experience of the Institutions for Inclusive Development (I4ID) programme – an adaptive, politically smart governance programme in Tanzania. • Cultivating effective partnerships can be a key part of delivering locally legitimate projects that have the potential to create sustainable change. Adaptive and politically informed ways of working create specific opportunities and challenges for doing this well. • Flexible and adaptive programmes are deliberately designed to experiment and to make small investments in different areas, to see what will work. While this is often important for making headway on complex challenges, it can also leave partners exposed and can undermine trust. • It can also be challenging to balance the need to meet accountability commitments to donors while allowing local partners to take the lead in pursuing their own objectives. • Co-creating plans, priorities and activities with partners has the potential to resolve some of these tensions. But the time and patience required to do this successfully should not be underestimated, and can be difficult to maintain in the face of pressure from donors to see results within a confined timeframe.

Working effectively through partnerships - Lessons from Institutions for Inclusive Development in Tanzania - Laws, Ed (ODI, 2020)
• This paper looks critically at the approach to value for money (VfM) in the Institutions for Inclusive Development (I4ID) programme – an adaptive, politically smart governance programme in Tanzania. • Adaptive, politically smart programmes like I4ID aim to deliver VfM by learning about what will work in complex environments, and quickly incorporating those lessons into delivery. When functioning properly, they can rapidly wind down activities as new information emerges and divert funding to more effective alternatives. • This means that adaptive programmes will achieve their potential to deliver strong VfM when their processes are good – when appraisal of experimental efforts is timely, consistent, knowledgeable and politically astute. As these programmes mature in their implementation phase, VfM evaluation should be focused on checking for a culture of adaptation and learning supported by strong adaptive processes. • While economy is important for adaptive programmes, it is also important that keeping costs low does not deprive teams of the resources, staff, and management and administration time they need to gather information, experiment, learn and adapt.

Evidence base for Collaborating, Learning, and Adapting: summary of the literature review (2020 update) - Learning Lab (USAID, 2020)
The LEARN contract and the United States Agency for International Development/Bureau of Policy, Planning, and Learning (USAID/PPL) are managing an area of work known as the Evidence Base for Collaborating, Learning, and Adapting (EB4CLA). The purpose of this work is to answer the following key learning questions: ● Does an intentional, systematic, and resourced approach to collaborating, learning, and adapting (CLA) contribute to organizational effectiveness and/or development outcomes? ● If so, how? And under what conditions? ● How do we know? How do we measure any contribution that CLA makes to development results? As we began this work, we identified the need to conduct a literature review looking at these questions to understand what is known, what remains unknown, and how others have tried to answer these questions to date. We were primarily interested in answering these questions: ● What evidence is there, if any, that collaborating, learning, and/or adapting contributes to organizational effectiveness, development outcomes, or both? What are the strongest pieces of evidence? ● Does the literature identify any factors critical to CLA that are not currently included in the CLA framework? ● Who else is working on measuring the impact of collaborating, learning and adapting? ● What methods and measures did researchers use to study the effects of collaborating, learning, and adapting? ● Where are there gaps in the research relevant to collaborating, learning, and adapting? ● When taken together, what practical guidance does the evidence for collaborating, learning, and adapting offer to practitioners and policy makers to improve organizational effectiveness and development outcomes?

What difference does CLA make to development? Key findings from a recent literature review (2020 update) - Learning Lab (USAID, 2020)
USAID’s Bureau for Policy, Planning and Learning and its LEARN support contract are working to integrate systematic, intentional and resourced collaborating, learning and adapting (CLA) throughout program planning and implementation to achieve more effective development programs. As part of this effort, USAID is exploring several approaches to understand whether and how strategic collaboration, continuous learning and adaptive management make a difference to organizational effectiveness and development outcomes. To begin this work, we have undertaken a foundational literature review of academic and gray literature to answer our key learning questions: • Does an intentional, systematic and resourced approach to collaborating, learning and adapting contribute to organizational effectiveness? To development outcomes? • If so, how? And under what circumstances? • How do we measure the contribution? The 13 key findings, mapped to the CLA Framework below, are described in greater detail in the following pages.

Getting intentional about M&E: choosing suitable approaches for adaptive programmes - Management, Global Learning for Adaptive (GLAM Blog, 2020)
Does the choice of monitoring and evaluation (M&E) approaches and tools matter for adaptive programmes? In short, yes: monitoring, evaluation and learning (MEL) and adaptive management (AM) are intertwined. While programme monitoring data and evaluation results are not the only sources of evidence that programmes use for learning and iteration, they often are amongst most important ones — or at least they should be. Selecting what type of information to collect and analyse — and how — is critical for any type of programme. However, what AM especially focuses on is intentionally building in opportunities for structured and collective reflection, ongoing and real-time learning, course correction and decision-making in order to improve effectiveness.

Transforming our work: Getting ready for transformational projects - Kehrer, Daniel; Flossmann-Kraus, Ursula; Ronco Alarcon, Sabrina Valeria; Albers, Vivien; Aschmann, Gwendolin (GIZ, 2020)

Self Sabotage: Why Doing the Right Thing Results in Failure - Newell, Peter (War on the Rocks, 2020)
In January 2010 improvised explosive device (IED) attacks against dismounted infantry squads in Afghanistan numbered in the single digits — with only two

A New Policy Narrative for Pastoralism? Pastoralists as Reliability Professionals and Pastoralist Systems as Infrastructure - Roe, Emery (ESRC STEPS Centre, 2020)
This paper proposes that pastoralist systems are better treated, in aggregate, as a global critical infrastructure. The policy and management implications that follow are significant and differ importantly from current pastoralist policies and recommendations. A multi-typology framework is presented, identifying the conditions under which pastoralists can be considered real-time reliability professionals in systems with mandates preventing or otherwise avoiding key events from happening. The framework leads to a different policy-relevant counternarrative to pastoralism as understood today. Some features of the counternarrative are already known or have been researched. The paper’s aim is to provoke further work (including case research and interactions with decisionmakers) on how robust the counternarrative is as a policy narrative for recasting today’s pastoralist policy and management interventions.

Embracing complexity - Towards a shared understanding of funding systems change - Ashoka (Ashoka, 2020)

Thinking and Working Politically in development - Coalitions for Change in The Philippines - Sidel, John T.; Faustino, Jaime (The Asia Foundation, 2020)
The Asia Foundation and the Australian Embassy in the Philippines today released a new publication, Thinking and Working Politically in Development: Coalitions for Change in the Philippines. Written by London School of Economics and Political Science Professor John T. Sidel and The Asia Foundation’s Jaime Faustino, the book examines the first phase of the Coalitions for Change program (2012-2018) and the contributions to key development policy reforms in the Philippines. The book is a rigorous treatment of the Coalitions for Change program’s transformative policy reforms—alongside lessons from its failures—across diverse policy arenas and in a wide variety of cities and provinces. The chapters are organized thematically: excise tax reform (Chapter 2), land governance reform (Chapter 3), education (Chapter 4), electoral reform (Chapter 5), disaster risk reduction and management (Chapter 6), and subnational governance reform and conflict resolution in Mindanao (Chapter 7). The co-authors together combine an independent, academic perspective on the program’s impacts (Sidel) with a front-row view of doing policy reform in the Philippines – both its political and technical dimensions (Faustino). Based on the empirical research and comparative analysis undertaken by the authors, the book articulates – and substantiates – a strong set of arguments that help to explain the program’s mixed pattern of achievements and disappointments. Overall, the book concludes that the seven-year program achieved significant and sustainable impact using problem-driven, adaptive, and iterative approaches to developmental change. The authors assert the program was at the forefront of notable development approaches: aid effectiveness and development around thinking and working politically, doing development differently, and adaptive programming. Graham Teskey, an early advocate of ‘thinking and working politically’ explores how development agencies can replicate the conditions for success in his Afterword. With illustrative case studies and analyses, the book provides valuable lessons for policymakers, scholars, bilateral agencies, think-tanks, and anyone interested in successfully maneuvering the shifting dimensions of development in the Philippines and elsewhere.

Contribution analysis for adaptive management - Apgar, Marina; Hernandez, Kevin; Ton, Giel (Briefing Paper, 2020)
This briefing note shares practical learning on the use of contribution analysis for adaptive management (CA4AM). It examines how the approach enables programmes to work with theories of change in a practical, reflexive way, and how, combined with assessing evidence of a programme’s contribution to change, its findings can inform programme adaptation. It also examines both how and to what extent CA enables AM through the experiences of four large complex programmes all working towards systems-level change and employing a structured process of reflection on theories of change. Key messages CA4AM can enable programmes to work with theories of change in a practical, reflexive way. It is particularly useful for programmes operating in conditions of complexity, when it is difficult to discern attribution and when systems-level change is the goal. A range of enabling factors help CA4AM to be used most effectively, including contractual flexibility; embedded monitoring, evaluation and learning (MEL); and supportive leadership.

Using the Business Model Canvas for Social Enterprise Design - Burkett, Ingrid (The Yunus Centre, Griffith University, 2020)
What should come first? Your business plan or your business model? I strongly believe it’s option B — your business model. But so many social enterprises I’ve seen, get it backwards which means they struggle to articulate how they create, deliver and capture value. This is what first inspired me to create the Business Model Canvas for Social Enterprise Design in 2013. It outlined how I had used, tested and learnt about the Business Model Canvas, created by Alex Osterwalder and Yves Pigneur, adapted for designing and growing social enterprises. Since then I’ve applied the Canvas in a range of contexts and learnt more about some of the nuances of using it in relation to social and impact enterprises. Note, I now tend to use the nomenclature of ‘impact enterprises’ rather than just social enterprises, but for ease of continuation from the first edition I’ve stuck with the terminology. It should however be recognised that the ‘impact’ referenced in the document could refer to social, environmental, cultural or economic outcomes that impact people, communities or societies. How to use the Canvas The Business Model Canvas for Social Enterprise Design and accompanying booklet is a companion to your strategy and planning. It’s a tool for you to get clear on how you’re creating revenue, how you’re creating impact, for who, and how both sides interact. You can use it at any stage of an enterprise’s lifecycle — before or at start-up, for testing a ‘minimum viable product’ model, for growth and development, and when pivots are required to build viability or sustainability. Completing a business model is not a desk activity, it is an immersive, practical, collective and engaged exercise that needs to be repeated over time. I like to use large forms of the BMC, in group settings and I like to display the canvas following a workshop so that team members and stakeholders of the social enterprise can engage, understand and continue to co-design the business model. Impact enterprises are extraordinary entities. If we can design their business models to reflect the best blends of commerce and impact we have the opportunity to truly transform people, places and planetary futures. What better way is there to do business?

Learning From Failure 2020 - What CARE’s evaluations tell us about how to improve our work - CARE (CARE, 2020)
“Ever failed. No matter. Try again. Fail again. Fail better.” --Samuel Beckett Here’s my favorite part of that quote: the ultimate goal is not a lack of failure; it’s better failures. That’s good news for CARE, because we just published round two of our Learning From Failure initiative, and…I know this will surprise everyone…we haven’t stopped failures yet. We do have some hopeful signs that we’re failing better; or at least, that we’re improving on some concrete weaknesses we identified in the first round. It’s an interesting process to launch the second phase of learning from failure. The first round, we didn’t know what we were going to find. We spent as much time talking about how it was the first-ever report of its kind as we did about the actual failures. Our case study admitted, “It's still very early to see specific development impacts.” Round two isn’t quite the same. It’s not new anymore, so there’s less excitement at having invented something. We’re not discovering data and themes for the first time. In a lot of ways, the stakes are higher. Round two of learning from failure becomes an exercise in continuous performance improvement, rather than a journey of discovery. If we don’t see improvements, we don’t have the excuse that it’s too early to tell. It also takes a sustained commitment. Launching an exploratory exercise at a small scale is easy, especially when no one quite knows what the answers will be. Pulling together a few pieces of content over a few months is pretty straightforward. It takes some staying power—and real support from leadership—to keep up the work over time, especially in the middle of a pandemic. That’s even more true once we’ve seen one round of results and had a chance to understand the work that it takes to improve.

Listen carefully. Tread lightly. Adapt quickly. Approaching Adaptive Management: Examples from our Somalia Education Programming - CARE (CARE Learning, 2020)
Adaptive management approaches potentially offer us opportunities to deliver high quality results in circumstances where change is complex, including in fragile, unstable or conflict affected places. However, building adaptive programming continues to be a challenge for the sector. For CARE, our Department for International Development -UK Aid funded Girls’ Education Challenge (GEC) programming has provided useful learning on how to operationalise adaptive approaches. In this paper we expand on our learning from this project and offer some recommendations for how to create more opportunities for truly adaptive programming in the future. In particular: • Projects that are designed to adapt need budget structures, results frameworks and governance that enable the process of adaptation. In our GEC projects the approaches employed by DFID, including the introduction of Review and Adaptation meetings have served to support meaningful adaptation. • Adaptive projects require both strong participatory elements and flexible governance and accountability structures. Whilst rigorous and comprehensive Monitoring, Evaluation and Learning (MEL) systems are important without these other elements appropriate adaptation can be hindered. • Adaptive Management requires resources. Where the expected change is complex, adaptation is frequently necessary to ensure we are responding to context and evidence. This should be adequately resourced if we are to expect results. In an environment where many INGOs work consistently within complex environments, the sector also needs more opportunities to trial these approaches and could benefit from more funding streams available which include the kinds of approaches used by DFID in current GEC programming

Plans Are Worthless but Planning Is Everything: A Theoretical Explanation of Eisenhower’s Observation - Garcia Contreras, Angel F.; Ceberio, Martine; Kreinovich, Vladik (Decision Making under Constraints, 2020)
The 1953–1961 US President Dwight D. Eisenhower emphasized that his experience as the Supreme Commander of the Allied Expeditionary Forces in Europe during the Second World War taught him that “plans are worthless, but planning is everything”. This sound contradictory: if plans are worthless, why bother with planning at all? In this paper, we show that Eisenhower’s observation has a meaning: while directly following the original plan in constantly changing circumstances is often not a good idea, the existence of a pre-computed original plan enables us to produce an almost-optimal strategy—a strategy that would have been computationally difficult to produce on a short notice without the pre-existing plan.

Examining the results and adaptation ideas in foreign aid - Janus, Heiner (University of Manchester, 2020)
This thesis applies ideational and institutional theories to analyse how two specific ideas, results and adaptation, have changed the theory and practice of development cooperation. The thesis addresses the question of why the results and adaptation ideas are often treated as binaries and how this debate has evolved historically. In a first theoretical paper, the evolution of results and adaptation is conceptualised as a combination of institutional layering and diffusion within development organisations. The second theoretical paper applies ideational theory, in particular, the coalition magnet framework, to China as a donor country. The empirical papers apply ideational and institutional theories to study aid projects funded by the World Bank and China in the Rwandan agriculture sector. The third paper analyses through which mechanism, results-based principal-agent relationships or problem-driven iterative adaptation, the World Bankâs Program for Results in the agriculture sector in Rwanda has led to increased agricultural productivity. The paper combines causal process tracing and contribution analysis to investigate two underlying theories of change of the Program for Results. The fourth paper applies the same framework and methodology to the Chinese Agricultural Technology Demonstration Center in Rwanda. The fifth paper compares both projects, the World Bank project and the Chinese project. The thesis finds that the ideas of results and adaptation are often presented as mutually exclusive mainly at the general level of public philosophies or paradigms, but show overlap and potential for integration on the level of framing policy problems and policy solutions. The thesis also demonstrates that there is unexplored potential for convergence between China and Development Assistance Committee donors around âcoalition magnetâ ideas. The empirical part of the thesis reveals how results-based and adaptive causal mechanisms co-exist within given aid interventions by the World Bank and China, how these interact and how they ultimately contribute to achieving development outcomes. The key finding is that the broader political context of the Rwandan agricultural sector is the main factor for determining development outcomes, which neither the World Bank project nor the Chinese projects take into account. The comparison of the World Bankâs and Chinaâs interventions finds that donor organisations need to address how results-based ideas in combination adaptive development ideas can be better tailored to fit into the specific context of the Rwandan agriculture sector.

Crisis relief for adults & families everywhere - Featuring the mighty micro-VCoL - Lectica (Lectica Live, 2020)
In response to the COVID-19 pandemic and the resulting economic crisis, we're open-sourcing our most effective stress- and crisis-management learning tools. We call these tools micro-VCoLs™. All of the micro-VCoLs shared here can be practiced effectively just by following the instructions.

Virtuous cycles of learning (VCoL) and the +7 skills - Lectica (Lectica Live, 2020)
VCoL is a cycle of goal setting, information seeking, application, and reflection. Its +7 skills include reflectivity, awareness, seeking and evaluating information, making connections, applying knowledge, seeking and working with feedback, and recognizing and overcoming built-in biases. VCoLing engages the whole learner. By this, we mean that it engages learners emotionally, physically, and intellectually, leveraging both conscious and unconscious mental processes. VCoLing ensures that new knowledge is integrated into existing knowledge in a way that makes it useful and "sticky." When people work with our assessments, they're not only building knowledge, they're also nurturing the dispositions and skills required for a lifetime of learning and development.

AdaptScan - Improving your Team's Adaptive Management - Mercy Corps (Mercy Corps, 2020)

A Pragmatic Approach to Assessing System Change: How to put it into practice - Miehlbradt, Alexandra; Shah, Rachel; Posthumus, Hans; Kessler, Adam (DCED, 2020)
Planning for and assessing system change is a strategic management issue. It is critical for everything from developing a strategy and designing interventions, to adapting strategy, improving implementation and reporting impact. But many programmes get stuck when it comes to assessing system change. The private sector development field has struggled to agree on an approach that programmes can implement and stakeholders can understand. However some mature programmes are starting to assess system change more effectively. Building on these emerging practices, this paper outlines a process that programmes can use to assess system changes regularly and practically. Two complementary papers: Overview and How to put it into practice The Overview summarises the approach and How to put it into practice provides more detailed implementation guidance, worked examples, and useful tips. The Overview explores how to: develop a system change strategy and intervention plans that lay the groundwork for system change assessment, including how to set system boundaries and how to identify the system changes a programme aims to catalyse assess system changes using both: - an intervention lens focused on changes introduced by specific interventions - a helicopter lens that provides a whole system view By analysing findings from both lenses, programmes can improve their strategy and report on their contribution to system change. How to put it into practice uses two case examples for illustration throughout the paper - PRISMA’s work in the maize system in East Java and Indonesia and S4J’s work in the Vocational Education and Training (VET) system in Albania. It targets practitioners responsible for facilitating and/or assessing system change. The paper explains how to: articulate the system changes that a programme aims to catalyse assess those changes use the results to inform decision making and reporting The approach described in the paper builds on the practices outlined in the DCED Results Measurement Standard. The guidance provided has been designed to be useful to programmes that aim to catalyse system changes whether or not they apply the DCED Standard.

A new bird's eye view on the agile forest - Portman, Henny (PM World Journal, 2020)

A Pragmatic Approach to Assessing System Change - Posthumus, Hans; Shah, Rachel; Miehlbradt, Alexandra; Kessler, Adam (DCED, 2020)
Planning for and assessing system change is a strategic management issue. It is critical for everything from developing a strategy and designing interventions, to adapting strategy, improving implementation and reporting impact. But many programmes get stuck when it comes to assessing system change. The private sector development field has struggled to agree on an approach that programmes can implement and stakeholders can understand. However some mature programmes are starting to assess system change more effectively. Building on these emerging practices, this paper outlines a process that programmes can use to assess system changes regularly and practically. Two complementary papers: Overview and How to put it into practice The Overview summarises the approach and How to put it into practice provides more detailed implementation guidance, worked examples, and useful tips. The Overview explores how to: develop a system change strategy and intervention plans that lay the groundwork for system change assessment, including how to set system boundaries and how to identify the system changes a programme aims to catalyse assess system changes using both: - an intervention lens focused on changes introduced by specific interventions - a helicopter lens that provides a whole system view By analysing findings from both lenses, programmes can improve their strategy and report on their contribution to system change. How to put it into practice uses two case examples for illustration throughout the paper - PRISMA’s work in the maize system in East Java and Indonesia and S4J’s work in the Vocational Education and Training (VET) system in Albania. It targets practitioners responsible for facilitating and/or assessing system change. The paper explains how to: articulate the system changes that a programme aims to catalyse assess those changes use the results to inform decision making and reporting The approach described in the paper builds on the practices outlined in the DCED Results Measurement Standard. The guidance provided has been designed to be useful to programmes that aim to catalyse system changes whether or not they apply the DCED Standard.

System Innovation Network - Si Network (Si Network, 2020)
The Si Network is an online platform for building the developing of systems innovation - connecting people around the world to learn and apply the ideas and methods of systems innovation towards addressing complex challenges and building better systems that work for all. Not sure what systems innovation is? Systems innovation is a new approach to innovation that tries to tackle complex social and environmental challenges through the use of more holistic & innovation driven approaches. It is a kind of innovation that aims to change the underlying structure of a system, thus potentially enabling a more transformational kind of change - systems change - rather than incremental "innovation as usual". What Do You Do? We are building an ecosystem of individuals and organizations co-learning and co-creating systems innovation across geographies and sectors. This ecosystem is enabled by our online platform which provides educational content, toolkits, organizes events and projects as well as provides various support services for organizations. Purpose Statement Our purpose is to build the world’s capacity for systems innovation - so as to better understand and address complex challenges and co-create a world where systems work for all. We envision a world where everyone thinks in systems and has an understanding of complex systems. From this understanding, we are able to design and develop regenerative systems that work for everyone. Our mission is to grow the field of systems innovation as a pathway to co-learn the ideas of systems thinking and apply them to co-creating new systems Who's Involved? We are a networked organization of some 17K+ members forming part of 20+ hubs in major cities around the world. Our community is broad and diverse in areas of work and interest from designers, innovators, and entrepreneurs, to researchers and management but they all share a common interest in learning and applying systems thinking ideas. The Si platform is developed and managed by a small core team based in London UK. We are registered as a business but operate as a social enterprise focused on our purpose of advancing the area of systems innovation in theory and practice. Core Value Creativity - We put creativity at the centre of what we do. Holding a space for curiosity, diversity of views, exploration and critical thinking as a pathway to transformative innovation. Openness - We strongly believe in openness in our ways of being, thinking and organizing as a sustainable pathway to creating an adaptive, scalable and dynamic community. Growth Mindset - We embrace challenges as opportunities for continuous personal and collective learning and development, with a never-ending potential to grow and start with a new beginning. Perseverance - When facing uncertainty and failure, perseverance is what is needed to maintain commitment and a resilient pathway aligned with our purpose. Care - Care is one of our core principles. We foster relationships based on honesty and empathy, striving to be present and conscious in what we do and taking responsibility for the effects of our actions.

Learning and Accountability - Simister, Nigel; Scholz, Vera (INTRAC, 2020)
Most people agree that monitoring and evaluation (M&E) should be used for both learning and accountability. However, there is no consensus about which one is more important. The debate matters as there is sometimes tension between the two purposes. In the past there has often been a disconnect between M&E and learning. Many M&E systems are primarily designed to enable accountability to donors.

Chaos Report 2020 - Standish Group (Standish Group, 2020)

Your Software, Their Hardware: Stacking the Deck for High-Quality Replication - Starr, Kevin (Stanford Social Innovation Review, 2020)
Your awesome model doesn’t get to serious scale unless others replicate it, too. Here’s how to make it happen.

Habits of a system thinker - WCST (Waters Center For Systems Thinking, 2020)
From the Waters Center For Systems Thinking. See: https://thinkingtoolsstudio.waterscenterst.org/courses/habits https://thinkingtoolsstudio.waterscenterst.org/cards

USAID Wildlife Asia as a case study in adaptive rigour - Ziegler, Jessica (Briefing Paper, 2020)
This briefing note looks at how the United States Agency for International Development (USAID) Wildlife Asia programme has operationalised the concepts of adaptive rigour and adaptive management as part of its approach to collaborating, learning and adapting. As described by the Global Learning for Adaptive Management (GLAM) initiative, adaptive rigour is about ensuring that the data, information, methods, processes and systems that underpin adaptive management are robust, systematic and high‑quality. Key messages When faced with programmatic complexity, it is important to take an adaptive approach driven by continuous and iterative monitoring, evaluation and learning (MEL). USAID Wildlife Asia, which works to advance regional action towards ending illegal wildlife trafficking in Southeast Asia and China, has embraced this approach as a way of operationalising adaptive rigour. Throughout programming, MEL approaches should reflect the characteristics of adaptive rigour: comprehensiveness, usefulness, practicality, timeliness and support. Utilising performance monitoring and research in order to test and revise technical approaches and employing mixed methods to collect both qualitative and quantitative data, as well as looking for relevant lessons generated by others, can ensure access to the most useful information for decision-making throughout implementation. For adaptive management, it is not enough to monitor, evaluate and learn; it is also essential to pause and reflect in order to analyse and process evidence gained through MEL with colleagues and stakeholders to reach the right conclusions and make good decisions.

Adapting data collection and utilisation to a Covid-19 reality: Monitoring, evaluation and learning approaches for adaptive management - Ziegler, Jessica; Mason, Paige (Briefing Paper, 2020)
This briefing note focuses on the remote collection and use of data for adaptive management during the Covid-19 pandemic, setting out key considerations to help practitioners think through a transition from more ‘traditional’ monitoring, evaluation and learning (MEL) to MEL for adaptive management (MEL4AM) that reflects the unique data collection challenges presented by Covid-19. The brief provides an overview of some key considerations in remote data collection, when this is required, and identifies other sources that address these issues in more detail. It concludes with a discussion of how to bring the information resulting from remote monitoring into decision-making to enable adaptive management. Key messages - When planning for remote data collection during the Covid-19 pandemic, first determine what information is still necessary, because data needs may have changed, e.g. if programming has pivoted or needs to pivot due to Covid-19. Then identify how the programme’s information needs align with existing data sources and what gaps remain, which will guide the need for remote data collection. - Also consider what data is ‘good enough’ for current decision-making needs in order to provide sufficient information to the right people at the right time to an acceptable standard of rigour. - There may be pragmatic reasons to reduce the number or scope of MEL activities, such as logistical constraints or ethical considerations introduced by the pandemic. - MEL activities should be accompanied by frequent feedback loops and pause points to reflect on emergent needs and challenges, information needs that have been met, and contextual changes that may affect MEL. - Be clear with decision-makers about the assumptions and gaps in the data, including proxies used and their limitations, sampling changes, and how these changes and assumptions may affect the decisions/options being discussed.

Big Enough. Simple Enough. Cheap Enough. - Starr, Kevin (Stanford Social Innovation Review, 2019)
Daunting social problems need scalable solutions. Here’s how to know if you’ve got one.

Applying Power Analysis: Using the ‘Powercube’ to explore forms, levels and spaces - Gaventa, John (Power, Empowerment and Social Change, 2019)
In a complex, globalised and rapidly changing world, power dynamics are multidimensional, constantly evolving, and full of complexity. The ‘powercube’ (Gaventa, 2006) is an approach to power analysis which can be used to examine the multiple forms, levels and spaces of power, and their interactions. Building on earlier work on power, and elaborated and popularised in collaboration with other colleagues through the web site powercube.net and numerous other resources, the powercube has been widely used around the world for analysis of power, education and awareness building, context analysis, programme and strategy development, and monitoring and evaluation. This article briefly outlines the evolution of the powercube, and provides examples of the issue areas in which it has been used, and for what purposes. Drawing on these, we then offer eight lessons of how to apply the powercube framework for analysing and transforming power relations.

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

Agile Transformation: Structures, Processes and Mindsets for the Digital Age - Perkin, Neil Neil (Kogan Page, 2019)
LONGLISTED: CMI Management Book of the Year 2020 - Technology and Patterns at Work Transformed CategoryTraditional organizational structures and cultures are no longer fit for purpose in a digitally empowered world. The number of new and disruptive technologies is increasing, the speed of change shows no sign of slowing down and business leaders and organization development practitioners need to act urgently to enable their companies to succeed in the digital age. Agile Transformationis the much-needed guide to achieving this success. Packed full of practical advice, this book covers everything: why new operating models are needed, how to apply agile principles at scale, leveraging digital-native processes and why change managers need to think big but start small.Agile Transformationalso looks at how to build and engage high-performing teams for change, how to tackle the employee mindset that can hinder agile adoption and why developing an agile business is not a reason to fail to plan. There is also guidance on how to develop fast and focused high-velocity decision making, build momentum for change, and ensure that leadership behaviours and organizational culture catalyze true organizational agility. Featuring case studies from organizations including Amazon, Netflix and Vodafone, this book is crucial reading for businesses wanting to effectively compete in the new world of work.

Moving off the Map: How Knowledge of Organizational Operations Empowers and Alienates - Huising, Ruthanne (Organization Science, 2019)
This paper examines how employees become simultaneously empowered and alienated by detailed, holistic knowledge of the actual operations of their organization, drawing on an inductive analysis of the experiences of employees working on organizational change teams. As employees build and scrutinize process maps of their organization, they develop a new comprehension of the structure and operation of their organization. What they had perceived as purposively designed, relatively stable, and largely external is revealed to be continuously produced through social interaction. I trace how this altered comprehension of the organization’s functioning and logic changes employees' orientation to and place within the organization. Their central roles are revealed as less efficacious than imagined and, in fact, as reproducing the organization's inefficiencies. Alienated from their central operational roles, they voluntarily move to peripheral change roles from which they feel empowered to pursue organization-wide change. The paper offers two contributions. First, it identifies a new means through which central actors may become disembedded, that is, detailed comprehensive knowledge of the logic and operations of the surrounding social system. Second, the paper problematizes established insights about the relationship between social position and challenges to the status quo. Rather than a peripheral social location creating a desire to challenge the status quo, a desire to challenge the status quo may encourage central actors to choose a peripheral social location.
Keywords: agency; alienation; business process redesign; change agents; embeddedness; organizational change; social position

Paradoxes and partnerships: a study of knowledge exploration and exploitation in international development programmes - Lannon, John; Walsh, John N. (Journal of Knowledge Management, 2019)
Purpose – This paper aims to look at how organisational partnerships balance knowledge exploration and exploitation in contexts that are rife with paradoxes. It draws on paradox theory to examine the partnership’s response to the explore-exploit relationship.

LAC MEL Specialists Use Peer Network to Improve Quality and Use of Evidence - Anderson, Todd M; Prevatt, Amy (CLA Case Competition, 2019)
Based on consultations and stocktakings with LAC Missions, the LAC Bureau identified Mission Monitoring, Evaluation and Learning (MEL) Specialists as influential decision makers regarding data and evidence use. The LAC Bureau aims to improve the quality and use of evidence for decision making, and ultimately to improve development outcomes.

Failing Forward: How CARE is focusing on what goes wrong to improve impact - Janoch, Emily (2019 CLA Case Competition, 2019)
CARE's Failing Forward initiative is sparking opportunities to showcase the ideas that don't work so we can spend more time implementing the ones that do. It's changing the conversation inside the organization, and leading to changes in the way we design and implement programs. It's also allowing us to make connections across a global portfolio of more than 900 projects, and with new and different partners to learn from their experience.

What’s Next for Design Thinking - Cone, Taylor (Medium, 2019)
Thoughts on the future of creative problem-solving from across the industry

VCoL in action: How to use micro-VCoLs to learn optimally on the fly - Dawson, Theo (Medium, 2019)
VCoL (the virtuous cycle of learning), is designed to optimize learning while leveraging human´s natural motivational system. It’s easiest to tap into this motivational system when VCoLs are small, focused, relevant, and habitual. We call VCoLs with these characteristics micro-VCoLs. What is a micro-VCoL? Micro-VCoLs are frequently iterated learning cycles that are embedded in everyday activities. Like any VCoL, they involve setting a learning goal, gathering information, applying information, and reflecting on outcomes (preferably with input from others). But in the case of the micro-VCoL, the focus is on the smaller skills (micro-skills) that make up complex sets of skills.

What we’re missing by not getting our TWP alphabet straight - Marquette, Heather (From Poverty to Power, 2019)
Heather Marquette grapples with aid's alphabet soup, and explains why DDD, TWP, PDIA etc are different and why that matters

A market system by any other name would smell as sweet - Kessler, Adam; Conroy, Kevin (BEAM Exchange, 2019)
How does Doing Development Differently (DDD) and Problem Driven Iterative Adaption (PDIA) connect to core principles of the MSD approach?

Adaptive Programming in Fragile, Conflict and Violence-Affected Settings, What Works and Under What Conditions?: The Case of Institutions for Inclusive Development, Tanzania - Green, Duncan; Guijt, Irene (Action for Empowerment and Accountability Research Programme, 2019)
Adaptive Management involves a dynamic interaction between three elements: delivery, programming and governance. This case study focuses on a large DfID governance project, the Institutions for Inclusive Development (I4ID), a five-year initiative in Tanzania. The study forms part of a research project to examine whether and how adaptive approaches can strengthen aid projects promoting empowerment and accountability in fragile, conflict and violence-affected settings (FCVAS). The research examines some of the assertions around the adaptive management approach and explores if and how adaptive approaches, including rapid learning and planning responses (fast feedback loops and agile programming) are particularly relevant and useful for citizen empowerment and government accountability (E&A) in FCVAS.
Keywords: A4EA; Adaptive Development; Economy; Fishery

Top Tips: How to design and manage adaptive programmes - Valters, Craig; Wild, Leni (Overseas Development Institute, 2019)
Within DFID, there is now a commitment to more flexible and adaptive programming. This recognises that: • DFID works in contexts that continuously evolve and change, sometimes in unpredictable ways. To respond to this, the agency needs to remain flexible – to expect change and have a good understanding of context, with resources that can be adjusted and scope to change direction if needed. All DFID programmes should be able to do this. • Some DFID programmes aim to support change in complex systems, behaviours and incentives. Efforts to address women’s empowerment, improve sanitation or build more sustainable health systems, for instance, all require engagement with the way in which complex systems operate and the people and behaviours within them. Trying to deliver reforms in these circumstances is challenging because the pathway to reform itself will be unclear: as a reform is rolled out, the system itself will react and respond. These types of programmes therefore need to build in from the start deliberate processes of learning and testing, to allow for adaptations as more information is gathered for what works over time. These top tips are concerned with programmes that aim to be flexible and adaptive – which work in dynamic contexts and are trying to address complex problems. While there is growing commitment to these approaches, feedback suggests staff still have questions about how to do this well. This document highlights some of the commonly reported issues related to adaptive programming and a set of tips, strategies and examples to help in addressing them. It is aimed at programme managers and advisors who may be Senior Responsible Owners (SROs) or those managing and supporting adaptive programming in a range of ways. We have collated these lessons from discussions with country offices and SROs, feedback from surveys and the wider evidence. We have looked specifically at the adaptive programmes we can find in the DFID portfolio, but this is not an exhaustive list. It should be noted that there is as yet no wide variety of case law to review, but there is a growing set of examples within DFID that can provide continuous learning for the organisation.

Exploring the new world: practical insights for funding, commissioning and managing in complexity - Lowe, Toby; Plimmer, Dawn (Collaborate & Newcastle University, 2019)
The world is complex. If we want to contribute to creating positive social outcomes, we must learn to embrace this complexity. This is the New World that funders and commissioners are discovering: • People are complex: everyone’s life is different, everyone’s strengths and needs are different. • The issues we care about are complex: issues – like homelessness – are tangled and interdependent. • The systems that respond to these issues are complex: the range of people and organisations involved in creating ‘outcomes’ in the world are beyond the management control of any person or organisation. Building on the findings from our previous report, A Whole New World, we have spent the last 12 months working with a growing movement of funders, public sector commissioners, and organisations working on the ground to begin to explore this New World: to find examples of practice that will help people to navigate it effectively. This report explores the key features of their response: working in a way that is human, prioritises learning and takes a systems approach.

The Case for an Adaptive Approach to Empowerment and Accountability Programming in Fragile Settings: Synthesis report - Christie, Angela; Green, Duncan (Action for Empowerment and Accountability Research Programme, 2019)
Fragile, conflict and violence-affected settings (FCVAS) are messy and ambiguous contexts in which to plan and implement development initiatives. To work there, external actors are increasingly adopting an adaptive approach to empowerment and accountability (E&A) programming, whatever the setting. This means using a compass rather than map, where real-time political economy analysis (PEA) in relation to context and programme monitoring and evidence-informed learning in relation to intervention are used in combination and in shorter-than-usual planning cycles to maintain and adapt strategic direction. This paper brings together three case studies of large Department for International Development (DFID) governance projects in Myanmar, Nigeria and Tanzania.
Keywords: A4EA; Adaptive Development; Economy; Fishery

Implementing Adaptive Approaches in Real World Scenarios: A Nigeria Case Study, with Lessons for Theory and Practice - Bridges, Kate; Woolcock, Michael (The World Bank, 2019)
How does adaptive implementation work in practice? Drawing on extensive interviews and observations, this paper contrasts the ways in which an adaptive component of a major health care project was implemented in three program and three matched comparison states in Nigeria. The paper examines the bases on which claims and counterclaims about the effectiveness of these approaches were made by different actors, concluding that resolution requires any such claims to be grounded in a fit-for-purpose theory of change and evaluation strategy. The principles of adaptive development may be gaining broad acceptance, but a complex array of skills, expectations, political support, empirical measures, and administrative structures needs to be deftly integrated if demonstrably positive operational results are to be obtained, especially when undertaken within institutional systems, administrative logics, and political imperatives that are predisposed to serve rather different purposes.

From Thinking Politically To Working Politically: Are We Really Doing Development Any Differently? (2019)
In June it will be seven years since the Center for Global Development published the Problem Driven Iterative Adaptation (PDIA) paper. Few academic papers have had such an impact on development thinking. The question is whether the paper – and subsequent debate and experimentation - have had a demonstrable and beneficial impact on development practice. Experience to date suggests thinking politically is easier than working politically. Practitioners in development agencies, governments and contractors find that convincing theoretical literature can be tricky to operationalize in a fractious environment. Still, a growing number of programs have set out to be politically informed in design and politically savvy in implementation. Engaging the reality of politics creates the potential to promote change. To consider these issues, Abt Associates is hosting a workshop for international development practitioners in Washington, DC, on June 18th, 2019, to discuss the successes and failures in operationalizing this agenda. The session will allow practitioners to discuss experiences in TWP and propose solutions or approaches. Please join us in this Innovations in Governance series finale where four internationally renowned thinkers and doers will join us to offer their perspectives.

What Does the Evidence Tell Us about ‘Thinking and Working Politically’ in Development Assistance? - Dasandi, Niheer; Laws, Ed; Marquette, Heather; Robinson, Mark (Politics and Governance, 2019)
Abstract: This paper critically reviews evidence on ‘thinking and working politically’ in development. Scholars and practitioners have increasingly recognised that development is fundamentally political, and efforts are underway to develop more politically informed ways of thinking and working. The literature does not yet constitute a strong evidence base to link these efforts to more effective aid programming: much evidence is anecdotal, does not meet high standards of robustness, is not comparative, and draws on self-selected successes reported by programme insiders. We discuss factors commonly considered to explain the success of politically informed programmes in areas where conventional programming approaches fall short. We consider evidence in three areas—political context, sector and organization—and provide guidance on where to focus next. Finally, we outline ways of testing the core assumptions of the ‘thinking and working politically’ agenda more thoroughly, to provide a clearer sense of the contribution it can make to aid effectiveness.

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

Adaptive Management - Jenal, Marcus; Cunningham, Shawn (Annual Reflection 2019, 2019)

Knowledge Retention and Transfer (KRT) - Model and Matsurity Matrix - USAID (CLA Toolkit, 2019)
The Maturity Matrix is not a standalone tool. It is one of the three major components of the KRT Model. The Maturity Matrix is meant to be used in conjunction with the KRT Toolkit and Implementation Plan.

Managing staff transistions through CLA: preserving institutional memory as staff come and go - USAID (CLA Toolkit, 2019)
This document is relevant for any position or hiring mechanism. While this document does not explicitly address what happens when someone arrives into a newly-created position, which has its own set of challenges, many of the principles, actions, and resources can be applied in that context. Section 1 offers guidance for how to set up and implement systems at Mission/OU or office to ensure that all staff help preserve institutional memory and enable continuity of relationships. This section is for any staff in a Mission/OU working to build systems that improve handovers and knowledge capture and sharing across the Mission or OU. If a Mission or OU is just beginning to develop a system to manage staff transitions, you may want to start by developing a system within an office or team and then expand it out to other offices or to the Mission/OU writ large. Section 2 includes key principles and actions individuals could consider following when arriving or departing a position, regardless of hiring mechanism and position. This includes staff new to the Mission/OU and staff who are currently in the Mission/OU and are moving into a new position. Section 3 provides a select number of resources to help you take a systematic and comprehensive approach to manage staff transitions as effectively and efficiently as possible at the individual or organizational level.

Making Sense of Complexity: Using SenseMaker as a Research Tool - Van der Merwe, Susara E.; Biggs, Reinette; Preiser, Rika; Cunningham, Charmaine; Snowden, David J.; O’Brien, Karen; Jenal, Marcus; Vosloo, Marietjie; Blignaut, Sonja; Goh, Zhen (Systems, 2019)
There is growing interest in studying processes of human sensemaking, as this strongly influences human and organizational behavior as well as complex system dynamics due to the diverse lenses people use to interpret and act in the world. The Cognitive Edge SenseMaker® tool is one method for capturing and making sense of people’s attitudes, perceptions, and experiences. It is used for monitoring and evaluation; mapping ideas, mind-sets, and attitudes; and detecting trends and weak signals. However, academic literature describing the tool-set and method is lacking. This introduction aims to guide researchers in choosing when to use SenseMaker and to facilitate understanding of its execution and limitations. SenseMaker can provide nuanced insight into system-level patterns of human sensemaking that can provide insight to nudge systems towards more desirable futures, and enable researchers to measure beyond what they know.
Keywords: Mixed methods; SenseMaker tool; complex systems; sensemaking; social complexity

You might not be as agile as you think you are - Lindpaintner, Julia; Rivera, Stephanie (18F, 2019)
The mandate to be agile is everywhere. But agile isn’t an on-off switch. It’s a skill and a mindset that is developed over time, through dedicated work, open teams, and lots (and lots) of practice

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.
Keywords: Developing & Emerging Countries

The guiding logics and principles for designing emergent transdisciplinary research processes: learning experiences and reflections from a transdisciplinary urban case study in Enkanini informal settlement, South Africa - van Breda, John; Swilling, Mark (Sustainability Science, 2019)
Transdisciplinarity is not a new science per se, but a new methodology for doing science with society. A particular challenge in doing science with society is the engagement with non-academic actors to enable joint problem formulation, analysis and transformation. How this is achieved differs between contexts. The premise of this paper is that transdisciplinary research (TDR) methodologies designed for developed world contexts cannot merely be replicated and transferred to developing world contexts. Thus a new approach is needed for conducting TDR in contexts characterised by high levels of complexity, conflict and social fluidity. To that end, this paper introduces a new approach to TDR titled emergent transdisciplinary design research (ETDR). A core element of this approach is that the research process is designed as it unfolds, that is, it transforms as it emerges from and within the fluid context. The ETDR outlined in this paper emerged through a case study in the informal settlement (slum) of Enkanini in Stellenbosch, South Africa. This case study demonstrates the context from and within which the ETDR approach and identifies a set of guiding logics that can be used to guide ETDR approaches in other contexts. The study demonstrates that the new logics and guiding principles were not simply derived from the TDR literature, but rather emerged from constant interacting dynamics between theory and practice. Learning how to co-design the research process through co-producing transformative knowledge and then implementing strategic interventions to bring about incremental social change is key to theory development in ways that are informed by local contextual dynamics. There are, however, risks when undertaking such TDR processes such as under-valuing disciplinary knowledge, transferring risks onto a society, and suppressing ‘truth-to-power’.

Monitoring and learning for country-level portfolio decision-making and adaptation - Buffardi, Anne L; Mason, Paige; Hutchings, Claire; Sharp, Samuel (Briefing Note, 2019)
Most measurement and adaptive management approaches were developed for and from individual projects. This briefing aims to guide measurement and management of country-level portfolios of work. It identifies potential purposes portfolio-level analyses can fulfil, types of adaptation, and the relative role of monitoring, learning and evaluation (MEL). Drawing on reviews of practice from the United States Agency for International Development (USAID) and the United Kingdom Department for International Development (DFID), guidance notes, and experiences of members of the Global Learning for Adaptive Management (GLAM) initiative, it offers recommendations and considerations that are particularly relevant for this level of analysis and management. Key messages - Portfolio-level analyses can serve eight potential purposes, each of which answers different questions, involves adaptation at different times and levels, and requires different types of evidence. Identifying the purpose(s) and how the component parts relate to each other should guide the development of monitoring and learning systems. - Portfolios are oriented more towards breadth than depth, involve more people with different perspectives, and draw on multiple sources of evidence with potentially greater variation in quality. - In practice, four activities appear to be applied most frequently at a portfolio level: alignment of indicators and aggregation of monitoring data; synthesis of multiple sources and types of information to provide a summary of outputs, outcomes, common observations and trends; periodic review and reflection sessions; and strategic planning, design or refresh of the portfolio strategy. - The extent to which evidence-informed portfolio management is facilitating learning and adaptation has not been well documented to date, and we suggest potential indicators to do so.

Barrio Mio and Katye: PCI’s neighbourhood approach in cities - Campbell, Leah (AKNAP case study, 2019)

Help! I’m hiring new staff and I want them to work adaptively. A guide to hiring adaptive employees. - Salib, Monalisa (USAID LEARN, 2019)
If you are involved in hiring, this tool can help you increase your chances of selecting staff members skilled in adaptive management. It will help answer the questions: Which competencies should I recruit for in order to hire more adaptive employees? Which desired qualifications should I incorporate into position descriptions to attract adaptive employees? Which interview questions should I ask to screen for adaptive employee competencies? You should use this tool when you decide to hire a new individual - whether that be a direct hire, contractor, or consultant - or when you are changing an individual’s current position description or scope of work. Specifically, this tool will help you determine which qualifications are most important for the position and offers interview questions you can use with candidates. --- You’re in luck! We just released a new guide for hiring adaptive employees. This visual and user-friendly tool will help increase your chances of selecting staff skilled in adaptive management. Here are the details: What do you mean by “work adaptively” or an “adaptive employee”? An adaptive employee is an individual who, in collaboration with relevant stakeholders, systematically acquires and uses knowledge to make decisions and adjustments in their work in order to achieve greater impact. Why focus on adaptive employees? Why does it matter? With industries, technologies, and organizations in a near constant state of flux, leaders are recognizing the importance of adaptability as a critical capacity. Because of this, it’s not surprising that a recent LinkedIn report found that adaptability was the most important soft skill hiring managers were screening for. In addition, evidence shows that teams that apply more data-driven and adaptive leadership practices perform better than those that focus less on these practices. It makes sense, then, that managers want to recruit more team members who are skilled in adaptive management - it helps achieve results. Who should use this tool? Anyone involved in hiring, responsible for developing or approving position descriptions, participating in interviews, and/or approving new hires. When should I use this tool? Use it as soon as you decide to hire a new staff person or when you’re adjusting existing position descriptions. What does the tool help me do? It will help you think through: Which competencies should I recruit for in order to hire more adaptive employees? Which desired qualifications should I incorporate into position descriptions to attract adaptive employees? (You can even copy and paste qualification language from the tool into scopes of work!) Which interview questions should I ask to screen for adaptive employee competencies? (You can copy and paste interview questions into your screening, interview, and reference check protocols!) Has the tool been tested? Yes, staff within USAID’s Global Development Lab and on the USAID LEARN contract tested the tool, providing feedback on the minimum viable product and subsequent versions. Testers confirmed finding the tool useful, and gave it a 9/10 score when asked if they would recommend it to colleagues. Some specific feedback from testers included: "The tool prompts deeper thought on what you might need and want in a job candidate" and "All [of the interview questions I used from the tool] worked well." What about the existing staff? How can they gain greater skills in adaptive management? Existing USAID staff and implementing partners can access online training in collaborating, learning, and adapting (CLA) and find resources in the CLA Toolkit. USAID staff also have access to an internal CLA community of practice and five-day, in-person CLA training.

A Guide to Digital Feedback Loops. An approach to strengthening program outcomes through data for decision making - Whittle, Dennis; Campbell, Megan (USAID, 2019)
Feedback is information about what happens as a result of what you do. Using that information to adapt what you do or how you do it creates what is called a feedback loop. A digital feedback loop uses digital technology at some stage of the feedback loop. Digital feedback loops help USAID missions improve the effectiveness and efficiency of their activities and can support partner countries on their journey to self-reliance through increased information sharing and improved government and civil society capacity. USAID missions and their partners have used digital feedback loops to improve HIV treatment targeting in Zimbabwe, engage three million young people in Nigeria in policy, and reduce field reporting times from one month to one day. Digital feedback loops provide access to information faster and more cheaply than ever before. As part of an adaptive management approach, digital feedback loops increase our ability to act on opportunities and respond to challenges. That in turn can improve outcomes and reduce the risk of waste and failure. This guide outlines the case for integrating digital feedback loops into your work, and provides tools, resources and guiding questions to support you as you get started. The guide includes examples of how USAID missions are using digital feedback loops to improve their programs in various sectors and provides worksheets to help you apply digital feedback loops to your own context.

How Does the World Bank Build Citizen Engagement Commitments into Project Design? Results from Pilot Assessments in Mozambique, Myanmar, Nigeria, and Pakistan - Nadelman, Rachel; Le, Ha; Sah, Anjali (Working Paper 525, 2019)
How and to what degree is the World Bank putting its new institutional citizen engagement (CE) commitments into practice? This question guides an independent assessment that the Accountability Research Center (ARC) at American University has undertaken as part of the Institute of Development Studies-led Action for Empowerment and Accountability (A4EA) research programme’s investigation into how external actors can best support local processes of and conditions for empowerment and accountability. This report investigates the World Bank’s incorporation of CE into project design, the critical early stage of donor engagement. To accomplish this, ARC reviewed the World Bank’s fiscal year 2015–17 investment project portfolios for four A4EA priority countries, Mozambique, Myanmar, Nigeria, and Pakistan, which covers 57 projects that range from US$19 million to U$600 million. The analysis determines whether projects commit to seeking a strategic approach to CE, which involves combining multiple tactics so that the whole could be greater than the sum of the parts. This assessment of CE commitments is intended to help to inform possible national, civil society organisation strategies to monitor whether and how these commitments are actually implemented in practice.

Making adaptive rigour work - Principles and practices for strenghening monitoring, evaluation and learning for adaptive management - Ramalingam, Ben; Wild, Leni; Buffardi, Anne L (ODI/GLAM, 2019)
Adaptive programmes can be accountable, rigorous and high quality in how they use evidence by taking an ’adaptive rigour’ approach. Core development and humanitarian challenges are complex, and require processes of testing, learning and iteration to find solutions – adaptive management offers one approach for this. Yet large bureaucracies and development organisations can have low tolerance for experimentation and learning, and adaptive management can be viewed as an excuse for ‘making things up as you go along’. This briefing from the Global Learning for Adaptive Management (GLAM) initiative argues that adaptive programmes can be accountable, rigorous and high quality in how they use evidence – but this requires rethinking some key assumptions about how they are practised. The paper sets out three key elements of an ‘adaptive rigour’ approach: - Strengthening the quality of monitoring, evaluation and learning data and systems. - Ensuring appropriate investment in monitoring, evaluation and learning across the programme cycle. - Strengthening capacities and incentives to ensure the effective use of evidence and learning as part of decision-making, leading ultimately to improved effectiveness.

Learning from Results-Based Management evaluations and reviews - Vähämäki, Janet; Verger, Chantal (Development Co-operation Working Papers, 2019)
What have we learned from implementing results-based management in development co-operation organisations? What progress and benefits can be seen? What are the main challenges and unintended consequences? Are there good practices to address these challenges? To respond to these questions this paper reviews and analyses the findings from various evaluations and reviews of results-based management systems conducted by members of the Development Assistance Committee (DAC), the OECD/DAC Results Community Secretariat and other bodies in the past four years (2015-2018). It also draws on emerging lessons from new methods for managing development co-operation results. This analytical work aims to: identify recent trends in results-based management, explore challenges faced by providers when developing their results approaches and systems, select good practices in responding to these challenges that can be useful for the OECD/DACResults Community, considering new approaches, new technologies and evolving contexts. This body of evidence will inform the development of a core set of generic guiding principles for results-based management in development co-operation.

How We Model Matters: A Manifesto for the Next Generation of Program Theorizing - Whynot, Jane; Lemire, Sebastian; Montague, Steve (Canadian Journal of Program Evaluation, 2019)
In this concluding article, grounded on the exemplary contributions contained in the preceding pages, the guest editors scale the proverbial soapbox and present a manifesto to guide the pursuit and advancement of the next generation of program theorizing. Formulating ten declarations for program theory development and examination, the modest hope of the authors is to motivate and inspire reflective evaluation practitioners to broaden their views, approaches, and techniques for future program theorizing.

Bringing adaptive management to life: Insights from practice - Arora, Anmol; Gogoi, Elizabeth; Joy, Divya; Kumar, Pankaj; Luthra, Rajni; Pal, Uma; Pervaiz, Arif (Oxford Policy Management, 2019)
The increasing popularity of adaptive programmes in the development sector in the past decade is partly a response to the complex and interconnected challenges facing many developing countries, including the impacts of climate change. The pathway to adapting to climate change is unknown, and there are many deep-rooted institutional, political, economic and social barriers. Adaptive programmes provide the flexibility to allow those delivering the technical assistance to support governments to experiment with different entry points and to adapt or change course when some are not successful. The Action on Climate Today (ACT) programme is a five-year adaptive programme that aims to strengthen systems of planning and delivery for adaptation to climate change in South Asia. As the programme draws to a close, this Learning Paper reflects on some of the major lessons learnt on the challenges and opportunities of using an adaptive programme management approach to support governments to adapt to climate change. The authors are members of the ACT implementation team, representing the management, operational and technical teams, from across different locations. The paper therefore reflects their first-hand account of the reality of implementing adaptive programmes. The paper sets out a framework for the essential ingredients of an adaptive programme management approach. These include a set of essential core principles: an evolving theory of change; a locally led and politically savvy delivery approach; experimentation and learning; and stakeholder alignment. It also includes two sets of essential resources required: management flexibility and adequate financial resources. The paper then provides learning from ACT on how to operationalise these core principles and mobilise the necessary resources. It gives detailed examples of challenges faced by ACT with regard to each component of the framework, and how the programme has overcome them, as well as retrospective reflections of additional actions the programme could have taken. A set of case studies unpacks how adaptive programme management has been operationalised in practice in particular locations. The authors are confident that the impact ACT has had owes in large part to it being an adaptive programme. The programme’s flexibility, decentralised structure and strong emphasis on learning have meant the team has been able to respond to opportunities as they have emerged and to invest time and resources where there was most potential for impact. However, this paper is also honest about the challenges ACT has faced as an adaptively managed programme. The paper therefore concludes with a set of lessons learnt from ACT for the benefit of others designing and delivering adaptive programmes on climate change and other issues.

How DFID can better manage complexity in development programming - Sharp, Samuel; Valters, Craig; Whitty, Brendan (ODI, 2019)
The United Kingdom’s (UK) Department for International Development (DFID) is an ambitious government department that is committed to reducing poverty and conflict overseas. Many of the issues on which DFID works are complex; whether focused on climate change, gender equality, health or other priorities, simple solutions rarely exist. And to tackle these complex challenges, DFID staff must interact with unpredictable systems of political, organisational and individual behaviours and incentives. There is a risk that complex problems spur more complicated programmes; that the complexity of development challenges is addressed through designing programmes with too many projects and implementers. While there may be valid reasons for this, too many of these complicated programmes will overburden staff. This briefing note is the outcome of an ongoing process within DFID to confront these issues and answer the question: how can DFID design and manage programmes to address complex development challenges without creating too much staff workload? Key messages DFID deals with complex problems, which require flexible systems to support testing, learning and adaptation. • Complex problems do not necessarily require workload-heavy delivery structures, but simpler approaches depend on delivery partners’ experience and competence. • However, programmes that tackle complex problems do require more hands-on engagement and face more workload from inflexible compliance requirements. We suggest that DFID and similar agencies: • Pay closer attention to delivery options in programme design, making use of existing options where possible and, where not, fostering local organisations through long-term investments. • Encourage programme designers to articulate how ambition matches resources and consider ‘good enough’ design. • Reduce the burden of compliance by cultivating partner autonomy, reassessing results and valuefor-money requirements and promoting more flexible contracting and procurement. • Plan and prioritise management resources across a portfolio of programmes to make sure they can be focused in the right areas, where the complexity of the problem requires greater engagement.

Agile Development in the Age of Adaptive Management - Davis, Taryn; Orton-Vipond, Sarah; Staid, Martha (Development Gateway, 2019)
Adaptive management – the idea that development projects should respond to real life complexities and be flexible enough to respond to unforeseen changes – is an often-praised approach to doing development differently, with donors and partners exploring how to apply it within their programming.

Towards ‘Targeted Systems Change’ - Rye, Sam (Fieldnotes by Sam Rye, 2019)
Modelling and communicating how to shift systems

Thinking and Working Politically in Economic Development Programmes – Some Sprints and Stumbles from a DFID Programme in Kyrgyzstan - Koleros, Andrew; Rinnert, David (From Poverty to Power, 2019)
A DFID programme in Kyrgyzstan offers useful insights into how the Thinking and Working Politically approach can escape from its governance ghetto
Keywords: Case Study

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

AID Programming Guide - DFAT (Australian Government, 2019)

Peacebuilding design, monitoring, and evaluation: A Training Package for participants and trainers at intermediate to advanced levels - Ernstorfer, Anita; Barnard-Webster, Kiely (Carnegie Corporation, 2019)
This training package includes 7 Training Modules and a set of Annexes (Annexes A-O). The Training Modules build on each other and should ideally be used in a sequenced way in a training setting. However, for groups with specific training needs around particular areas, modules can also be used individually, but need to be tailored by the trainers and facilitators to meet the needs of specific audiences. The annexes provide worksheets and hand-outs that can be used as resources during the training for specific modules and exercises.

Hospicing The Old - Robinson, Cassie (Stewarding Loss, 2019)
In 2010 I was introduced to the Berkana Institutes’s Two Loop model, and I come back to it again and again. As I’ve moved across different…

Digital Development: Elements of a Critical ICT4D Theory and Praxis - Bon, Anna; Akkermans, Hans (Springer International Publishing, 2019)
In recent years, critical research literature in ICT4D has grown. It is widely accepted that theory is to inform practice. However, the inverse directionality, practice informs theory, is much less present in ICT4D, including in critical research. In this paper, we discuss ways how ICT4D research and theory may be better informed by practice—in terms of (i) recognizing praxis-oriented research paradigms and integrating their results, (ii) development of foundational theories, (iii) critical analysis of ICT4D emerging policies, and (iv) positioning ICT4D in the wider development debate. This suggests several elements or directions in which critical research has the potential to push current boundaries of ICT4D in terms of content as well as relevance.
Keywords: Action research paradigm; Critical research; Network complexity theory; Principles for Digital Development

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.

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.

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

EvalC3 - Davies, Rick (2019)
Tools for developing, exploring and evaluating predictive models of expected outcomes

Adaptive Management Practice in the UK Government - The MUVA case - HLS (Human Learning Systems, 2019)
Case study about the MUVA programme in Mozambique. (Maybe it "misses the point of AP which is not learning for learning. Is learning for impact. The word impact doesn’t even come up once!") Adaptive Management programming within the Foreign & Commonwealth Development Office demonstrates that the UK Government has examples of optimising for learning within its existing management practice. However, currently, the adaptive management practices are unhelpfully framed by an approach which limits both their effectiveness and scope. The programmes use learning as their metastrategy. They succeed in connecting practicebased learning with strategic learning, and make a shift towards reframing accountability as accountability for learning. This learning strategy is enabled by funding and contract management arrangements which prioritise learning. Both at macro-level of programme management and micro level of de-risking experimentation and enabling necessary failure by decoupling people’s job security from potential failure.

Understanding Innovation Ecosystems: A Framework for Joint Analysis and Action. Cambridge: MIT D-Lab - Hoffecker, Elizabeth (MIT D-Lab, 2019)
Place-based innovation ecosystems play a crucial role in driving local and regional economic development. This role has been documented and understood for over 40 years in industrialized economies but is only starting to be appreciated in the context of emerging and developing economies. However, the past several years have seen an intensification of interest in innovation ecosystems among global development actors as well as practitioners and policymakers working across the Global South. Whether at the municipal level, in places such as Medellín, Colombia and Guadalajara, México, or the national level in Rwanda, South Africa, or India, we see governments, multi-laterals, donors, and civil society actors embarking on initiatives to strengthen local innovation ecosystems. The International Development Innovation Alliance, for example, which includes many of the largest public and private global development agencies, has created a set of recommendations for why and how actors investing in economic development should support the strengthening of innovation ecosystems. Within the past year, MIT D-Lab has been invited to play a role in some of these ecosystem-strengthening efforts. In contexts ranging from Oaxaca, México to Accra, Ghana, we have been asked to convene ecosystem actors and stakeholders in order to facilitate joint ecosystem strengthening work. In preparing for these engagements, we have researched the state of the field regarding both innovation and entrepreneurial ecosystems as well as existing ecosystem frameworks, models, and tools. In doing so, it has become clear that much of the current thinking and practice related to these concepts is drawn from research on innovation processes and entrepreneurial clusters in highly developed economies — places like Silicon Valley and Kendall Square, Boston. Much less is known about innovation ecosystems in less-developed contexts in terms of how they can be characterized, how they function, and — most importantly — how they can be strengthened. To that end, the Local Innovation Group at D-Lab has been conducting multi-year research on local innovation ecosystems in the types of contexts where D-Lab and our partners engage. This involves learning about diverse processes of ecosystem development through primary and secondary case study research. Based on this research, we have developed a framework for understanding local innovation ecosystems, which we share in this publication. We have found the framework, and accompanying visual model, to be a useful tool for orienting and organizing conversations among ecosystem actors on how particular innovation ecosystems are functioning, what their strengths and weaknesses are, and where opportunities for further development might lie. This document shares this framework and how we have used it over the past year to catalyze ecosystem-strengthening efforts. We start by clarifying the concept of a “local innovation ecosystem” and presenting the core ideas informing the visual model. We then describe the model and each of its individual components. We follow with guidance from our research on best practices for conducting ecosystem strengthening work, and share three examples of how we have used the model to facilitate ecosystem-strengthening conversations in distinct local contexts.

Monitoring and Result Measurement for Adaptive Programming - How to Use Data to Manage a MSD Program: Lessons from PRISMA - Khan, Khaled; Seely, Kevin; Ridwan, Mustika; Mulya, Bodhiya (PRISMA, 2019)
Using monitoring data to improve interventions is harder than it seems. Decision-makers are often busy implementing activities, unclear about their roles in data collection and analysis, and uncertain what data matters most or when. PRISMA, an AUD77 million agricultural Market Systems Development (MSD) programme funded by DFAT Australia, has encountered these challenges. With the programme completing its first five year phase, this case study shares ten key lessons divided into three sections: shaping the culture, developing systems, and top management decisions. These lessons aim to help program, sector and intervention managers make better use of monitoring data to improve interventions.

Thinking and Working Politically: Learning from practice. Overview to Special Issue - McCulloch, Neil; Piron, Laure-Hélène (Development Policy Review, 2019)
Over the last 15 years, a set of ideas now referred to as “thinking and working politically” (TWP) has coalesced into a “second orthodoxy” about how to take context into account when implementing development interventions. This approach stresses the importance of obtaining a better understanding of the local context (“thinking politically”) in order to support local actors to bring about sustainable developmental change (“working politically”). However, the evidence base to justify this new approach remains thin, despite a growing number of programmes which purport to be implementing it. Officials in development agencies struggle with putting it into practice and it is unclear how TWP differs—or not—from similar approaches, such as Problem Driven Iterative Adaptation (PDIA) and Doing Development Differently (DDD). This Special Issue sheds light on what TWP means in practice by examining a set of initiatives undertaken by both development partners and government departments in Nigeria, the Occupied Palestinian Territories, China and India. This overview article outlines, in brief, each of the Special Issue's four papers and then draws out five lessons—for funders and for practitioners—from across all the papers. Our five lessons are: (1) the fundamental importance of undertaking political economy analysis (PEA) to adapt programmes to their contexts; (2) the importance of having a realistic level of ambition for interventions; (3) the need to support local ownership—not just “agreement ownership” (between a donor agency and government) or local “management ownership” of the programme, but critically “driver ownership” by generating trust with the key local actors driving change; (4) the need for a more effective set of tools for measuring results in complex programmes that attempt to achieve improvements in long-run governance; and, (5) that although the political economy of donors is often seen as a barrier to applying TWP, the articles show how much can be done with a TWP approach if the analysis takes into account the political economy of donors as well as that of the local context. We conclude with a set of operational recommendations for donors and implementors, as well as suggestions of avenues for further research.
Keywords: Adaptation; Development programmes; Political economy analysis; Reform space; thinking and working politically

Evaluation of development programmes - OECD - OECD (2019)
Data & research on evaluation of development programmes inc. paris declaration, budget support, multilateral effectiveness, impact evaluation, joint evaluations, governance, aid for trade

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.

The Rapid Evaluation, Action, and Learning (REAL) Approach: A toolkit to measure and refine changes and interventions in health campaigns - PATH (PATH, 2019)
Evaluative Tools for Improving Campaign Effectiveness Public health campaigns aim to control disease or deliver essential health services and products through time-limited and periodic channels. Many countries use campaigns to augment or replace routine service delivery, to target certain populations, or to accelerate progress towards coverage targets. The Root Cause Analysis and Rapid Evaluation, Action, and Learning toolkits present a systematic but flexible approach to identifying the root causes of campaign bottlenecks and then designing, testing, and refining solutions to optimize potential impact. These toolkits respond to a growing need for “fit-for-purpose” rapid-testing, adaptive learning approaches to evaluation and the need for a culture shift toward iterative adaptation and improvement that integrates measurement and evidence-informed decision-making into daily practice. The comprehensive package of toolkits, in addition to the individual Root Cause Analysis toolkit and Rapid Evaluation, Action, and Learning toolkit are available below.

Identifying general trends and patterns in complex systems research: An overview of theoretical and practical implications - Preiser, Rika (Systems Research and Behavioral Science, 2019)
Research on complex systems is becoming more prolific, and there is a need to provide some point of orientation to researchers and practitioners that are drawing on the body of literature that informs the field of complexity research. In this paper, I aim to give an overview of the development of the field and offer some overarching trends and patterns that are recognizable in research on complex systems. The paper then draws on the work to provide six organizing principles of complex systems to inform practical implications and methods for studying and understanding complex systems.
Keywords: complex systems; heuristics; trends and patterns

What is Uncertainty and Why Does it Matter? - Scoones, Ian (STEPS Working Paper 105, 2019)
Uncertainty defines our times. Whether it is in relation to climate change, disease outbreaks, financial volatility, natural disasters or political settlements, every media headline seems to assert that things are uncertain, and increasingly so. Uncertainty, where we do not know the probabilities of either likelihoods or outcomes, is different to risk, the implications of which are explored in this paper through five different ways of thinking about uncertainty, derived from highly diverse literatures encompassing societal, political, cultural, practice and individual perspectives. The paper continues by examining how these perspectives relate to four domains: finance and banking; critical infrastructures; disease outbreaks and climate change; natural hazards and disasters. Reflecting on these experiences, the paper argues that embracing uncertainty raises some fundamental challenges. It means questioning simple, linear perspectives on modernity and progress. It means rethinking expertise and including diverse knowledges in deliberations about the future. It means understanding how uncertainties emerge in social, political and economic contexts, and how uncertainties affect different people, depending on class, gender, race, age and other dimensions of social difference. And, if uncertainty is not reducible to probabilistic risk, it means a radically different approach to governance; one that rejects control-oriented, technocratic approaches in favour of more tentative, adaptive, hopeful and caring responses. The paper concludes by asking whether we can learn from those who live with and from uncertainty – including pastoralists in marginal settings – as part of a wider conversation about embracing uncertainties to meet the challenges of our turbulent world.

Agile distributed software development in nine Central European teams: challenges, benefits and recommendations - Stadler, Manuel; Vallon, Raoul; Pazderka, Martin; Grechenig, Thomas (Information Technology, 2019)

Doing adaptive management at Sida - Tim Ruffer; Helen Bailey; Stefan Dahlgren; Patrick Spaven; Mark Winters (Evaluation Brief, 2019)
Lessons from the market systems development approach The evaluation focuses on Sida’s management of MSD projects. The projects are applying the MSD approach with an aim to: - contribute to improved MSD programming by Sida through better management practices across the project cycle - generate recommendations on how Sida can create conducive conditions for systems approaches and adaptive programming more generally. The brief assesses Sida’s organisational capacity for adaptive management in three dimensions: - leadership and culture - staff capacities - skills, and systems and procedures

Evaluation of the market systems development approach: Lessons for expanded use and adaptive management at Sida Volume I: Evaluation Report - Ruffer, Tim; Bailey, Helen; Dahlgren, Stefan; Spaven, Patrick; Winters, Mark (Evaluation of the market systems development approach, 2018)
This report presents the findings of an evaluation of Sida’s management of the market systems development (MSD) approach. It aims to inform thinking on how Sida can best manage its growing portfolio of MSD programs. Beyond this, it provides insights relevant to Sida’s wider support to complex and adaptive programs. The evaluation identified several factors that affect Sida’s ability to ensure that conducive conditions are in place for effective MSD programs and good development programming more generally. Sida’s relatively flexible framework of rules, guidelines and systems for project management provide the space needed for staff to innovate and manage adaptively. But for this to happen consistently and effectively, Sida needs to invest more deliberately in building the capacity of its staff in relevant areas. In addition, leadership and incentives are key to shaping a culture of active experimentation and learning. This needs to be supported with clearer guidance for those involved in the design and appraisal of MSD projects; and strengthened oversight of project performance, including through adjustments to Sida’s contracts and funding agreements.

Evaluation of the market systems development approach: Lessons for expanded use and adaptive management at Sida Volume II: Case studies - Ruffer, Tim; Bailey, Helen; Dahlgren, Stefan; Spaven, Patrick; Winters, Mark (Evaluation of the market systems development approach, 2018)
This report presents the findings of an evaluation of Sida’s management of the market systems development (MSD) approach. It aims to inform thinking on how Sida can best manage its growing portfolio of MSD programs. Beyond this, it provides insights relevant to Sida’s wider support to complex and adaptive programs. The evaluation identified several factors that affect Sida’s ability to ensure that conducive conditions are in place for effective MSD programs and good development programming more generally. Sida’s relatively flexible framework of rules, guidelines and systems for project management provide the space needed for staff to innovate and manage adaptively. But for this to happen consistently and effectively, Sida needs to invest more deliberately in building the capacity of its staff in relevant areas. In addition, leadership and incentives are key to shaping a culture of active experimentation and learning. This needs to be supported with clearer guidance for those involved in the design and appraisal of MSD projects; and strengthened oversight of project performance, including through adjustments to Sida’s contracts and funding agreements.

Adaptive Programming in Fragile, Conflict and Violence-Affected Settings, What Works and Under What Conditions?: The Case of PERL, Nigeria - Punton, Melanie; Burge, Richard (Action for Empowerment and Accountability Research Programme, 2018)
This paper examines adaptive approaches to aid programming in Nigeria. Through field research and desk reviews, we have investigated some of the assertions around the ‘adaptive management and programming’ approach, which has arisen in recent years as a response to critiques of overly rigid, pre-designed, blueprint and linear project plans. This is the second of three case studies in a series which explore if and how adaptive approaches, including rapid learning and planning responses, are particularly relevant and useful for promoting empowerment and accountability in fragile, conflict and violence-affected settings (FCVAS). This case study focuses on PERL (Partnership to Engage, Reform and Learn) in Nigeria, a five-year governance programme (2016-21) with a total budget of £100 million. It aims to promote better service delivery through bringing together government and citizens groups to collectively address governance challenges. PERL is viewed by DFID as the final stage of a 20-year investment, building on learning, experience and partnerships from 15 years of DFID-funded governance programming in Nigeria. It was designed to incorporate learning and adaptation through a ‘living’ theory of change, continuous political economy analysis at different levels, adaptive implementation by location-based delivery teams who are encouraged to be flexible and let partners take the lead, regular learning and reflection, and adaptive resourcing, HR and administrative systems. The case study draws on a conceptual framework (the ‘adaptive triangle’) that looks at three types of adaptation – adaptive management, adaptive programming and adaptive delivery – and the interconnections and tensions between them.
Keywords: A4EA; Adaptive Development; Economy; Fishery

Evaluation and learning in complex, rapidly changing health systems: China’s management of health sector reform - Xiao, Yue; Husain, Lewis; Bloom, Gerald (Globalization and Health, 2018)
Healthcare systems are increasingly recognised as complex, in which a range of non-linear and emergent behaviours occur. China’s healthcare system is no exception. The hugeness of China, and the variation in conditions in different jurisdictions present very substantial challenges to reformers, and militate against adopting one-size-fits-all policy solutions. As a consequence, approaches to change management in China have frequently emphasised the importance of sub-national experimentation, innovation, and learning. Multiple mechanisms exist within the government structure to allow and encourage flexible implementation of policies, and tailoring of reforms to context. These limit the risk of large-scale policy failures and play a role in exploring new reform directions and potentially systemically-useful practices. They have helped in managing the huge transition that China has undergone from the 1970s onwards. China has historically made use of a number of mechanisms to encourage learning from innovative and emergent policy practices. Policy evaluation is increasingly becoming a tool used to probe emergent practices and inform iterative policy making/refining. This paper examines the case of a central policy research institute whose mandate includes evaluating reforms and providing feedback to the health ministry. Evaluation approaches being used are evolving as Chinese research agencies become increasingly professionalised, and in response to the increasing complexity of reforms. The paper argues that learning from widespread innovation and experimentation is challenging, but necessary for stewardship of large, and rapidly-changing systems.

Connect. Learn. Adapt. Repeat - Practicing adaptive management in complex, conflict-affected environments: barriers and promising practices - Queen, Emily Forsyth (2018)
To shift aid culture toward adaptive management, we can: - Stay humble, empathetic, and build skills in facilitation and listening. - Focus on working with more flexible foundations or individual donors. Or, work for more rigid donors and help make their policies more flexible. - Get clearer about goals and processes while finding ways to be less specific and more committed to local leadership about pathways to get to the goal. - Resist looking for a magic adaptive management tool and instead get clearer about when teams make what kinds of decisions and matching to tools that support that decision-making. - Validate that everyone’s perspective is a form of data and try out simple ways to document how teams learns and changes. - Broaden and ground the idea of expertise – remembering that, especially when working with folx on the margins, people are the only experts on their own life. Practitioners must also examine how dominant patriarchal, white supremacist, colonial ideas have pushed us toward wanting more control, less flexibility, and less space for equitable decision making.

Unlocking Agility: An Insider's Guide to Agile Enterprise Transformation - Hesselberg, Jorgen (Addison-Wesley Professional, 2018)
Today’s enterprises see smaller, more nimble competitors devouring their businesses and obsoleting their markets at an ever-accelerating pace. “Sustainable” competitive advantages continue to shrink and disappear, as the average age of Fortune® 500 companies keeps declining. Smart executives know they must move from plan-driven, fixed-scope thinking to a discovery-driven approach characterized by learning, continuous improvement, and value delivery. They know they must learn how to capitalize on uncertainty, since it’s now utterly impossible to prevent it. Yet, very few large enterprises have truly succeeded in this agile transformation. Unlocking Agility: An Insider’s Guide to Agile Enterprise Transformation focuses on overcoming the real challenges that stand in their way.Author Jorgen Hesselberg has spent 15+ years leading successful enterprise transformation initiatives: this book brings together all he’s learned about what works (and what doesn’t). Hesselberg answers crucial questions like: What’s the best way to start organizational change in large organizations? How can you sustain momentum beyond the initial “honeymoon”? How do you create an environment of continuous learning, employee empowerment, and product discovery -- while still executing superbly in day-to-day customer commitments? What’s the best role for external consultants and consulting firms? How do you lead coherent organizational change across multiple geographies, locations, and cultures? What organizational structures are likeliest to unlock lasting change, and how should these evolve over time? What type of organizational impact is realistic to expect? How can you measure success? Replete with first-hand accounts from transformation leaders at companies including Cisco, HP, Spotify, Yahoo!, John Deere, Salesforce and Wal-Mart, the book provides indispensable practical insights for everyone seeking to build a truly agile enterprise.

Guidance: Rigor and Reproducibility in Grant Applications | grants.nih.gov - NIH (National Institutes of Health, 2018)

USAID ADS 201 - Program Cycle Operational Policy (Update 10/29/2018) - USAID (USAID, 2018)

Course: Introduction to Collaborating, Learning and Adapting (CLA) in the Program Cycle - USAID LEARN (USAID Learning Lab, 2018)

Advancing Work with the Grain at USAID - Jacobstein, David (USAID Learning Lab, 2018)
In December 2017, I wrote a blog about some of the insights gained during a workshop on Context-Driven Adaptation, where many of our sharpest field officers shared the ways that they assessed and adapted to shifts in context to keep programming relevant and effective.

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

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.

Timely evaluation in international development - Webster, Jayne; Exley, Josephine; Copestake, James; Davies, Rick; Hargreaves, James (Journal of Development Effectiveness, 2018)
Impact and process evaluations are increasingly used in international development; however they are generally retrospective in outlook. A more timely approach to evaluation aims to identify necessary, feasible and effective changes during a programme or intervention’s lifetime. This paper aims to identify, categorise, describe and critically appraise methods to support more timely evaluation in international development. Potential methods were identified through scoping seminar, public symposium, targeted review of the literature, and the authors’ own experiences and opinions. Findings from the different data sources were reviewed collectively by the author group and triangulated to develop an analytical framework. We identified four purposes of timely evaluation for international development, and critiqued the use of approaches against four dimensions of timeliness and flexibility. Whilst we found significant interest in more timely approaches to evaluation in international development, there was a dearth of published empirical evidence upon which to base strong recommendations. There is significant potential for timely evaluation to improve international development outcomes. New approaches to mixing and adapting existing methods, together with new technologies offer increased potential. Research is needed to provide an empirical evidence base upon which to further develop the application, across sectors and contexts, of timely evaluation in international development.
Keywords: Adaptive learning; Outcome evaluation; Programme improvement; impact evaluation

Bringing Participation into Complexity-Aware MEL: What is the evidence? - Apgar, Marina; Higdon, Grace Lyn (2018)

Caja de Herramientas PDIA - Un enfoque “hazlo tú mismo” para resolver problemas complejos - Samji, Salimah; Andrews, Matt; Pritchett, Lant; Woolcock, MIchael (Center for International Development at Harvard University, 2018)
(Spanish version of he PDIA toolkit) The PDIAtoolkit is designed to guide you through the process of solving complex problems which requires working in teams. We call it a Do-it-Yourself (DIY) kit, where the ‘you’ is a committed team of 4-6 people mobilized to work together to solve a complex problem that cannot be solved by one person.

PDIA Toolkit - A DIY Approach to Solving Complex Problems - Samji, Salimah; Andrews, Matt; Pritchett, Lant; Woolcock, MIchael (Center for International Development at Harvard University, 2018)
The PDIAtoolkit is designed to guide you through the process of solving complex problems which requires working in teams. We call it a Do-it-Yourself (DIY) kit, where the ‘you’ is a committed team of 4-6 people mobilized to work together to solve a complex problem that cannot be solved by one person.

Learning from adaptive programmes - 10 lessons and 10 case studies - Valters, Craig (Overseas Development Institute, 2018)
Internal DFID document from the DevAdapt Programme. Based on another previous document (also internal).

A guide to agile communication - Defra digital - DEFRA Digital (Departmetn for Environment, Food & Rural Affairs (UK), 2018)
This guide is intended for: people planning communications activity on behalf of agile teams people doing the communications activity (especially blogging, presenting, or filmmaking) people who manage the people described above, who want to understand what they're doing and why The government service standard encourages teams to work in the open as much as possible, echoing item 10 in the government design principles, “make things open, it makes them better”. This guide was written to help teams do just that.

Building a global learning alliance on adaptive management - Wild, Leni; Ramalingam, Ben (ODI, 2018)

What can the Thinking and Working Politically community learn from peace and conflict mediation? - Douglas, Alex (From Poverty to Power, 2018)
Wily aid practitioners have long understood the importance of adapting their programs to the political environment, and even use their activities to push politics in a progressive direction. But this magic was spun secretly, hidden behind logframes and results frameworks. Only recently has a range of programs been permitted to escape the dead hand of technocracy. But there was one corner of the development and humanitarian world that never needed to shroud its political ambitions; those of us working on resolving violent conflicts. Donors have always understood our work could never be disembodied from politics. This field included elements of the UN, regional organisations, and NGOs, such as the one I work for: the Centre for Humanitarian Dialogue. With a new focus on development being enabled by a series of ‘deals’ between different actors, it seems timely to examine the strategies used to reach peace agreements and whether they contain broader lessons for TWP/DDD/Adaptive Management.

Adaptive Programming in Fragile, Conflict and Violence-Affected Settings, What Works and Under What Conditions?: The Case of Pyoe Pin, Myanmar - Christie, Angela; Green, Duncan (Action for Empowerment and Accountability Research Programme, 2018)
This paper examines adaptive approaches in aid programming in a fragile, conflict and violence-affected setting (FCVAS), namely Myanmar. A combination of desk review and field research has been used to examine some of the assertions around the ‘adaptive management’ approach, which has arisen in recent years as a response to critiques of overly rigid, pre-designed, blue-print and linear project plans. This paper explores if and how adaptive approaches, including rapid learning and planning responses (fast feedback loops and agile programming) are particularly relevant and useful for promoting empowerment and accountability in such ‘messy places’. This case study focuses on Pyoe Pin (‘Young Shoots’), a DFID-funded, British Council managed governance programme, which has been running since 2007.
Keywords: A4EA; Adaptive Development; Economy; Fishery

The fashion for agile management is spreading - The Economist (The Economist, 2018)
Executives need to be a cross between Spider-Man and Simone Biles

Addressing Maladaptive Coping Strategies of Local Communities to Changes in Ecosystem Service Provisions Using the DPSIR Framework - Ehara, Makoto; Hyakumura, Kimihiko; Sato, Ren'ya; Kurosawa, Kiyoshi; Araya, Kunio; Sokh, Heng; Kohsaka, Ryo (Ecological Economics, 2018)
The Driver-Pressure-State-Impact-Response (DPSIR) framework has been applied to various environmental problems at multiple spatial and temporal scales and attempts have been made to conceptually improve the framework to encompass various stakeholder perspectives. However, recent literature experiences in the field have challenged the inclusive character of the framework applications. In particular, the framework's inability to incorporate the aggregated informal responses of people affected by changes in ecosystem service provisions has not been fully addressed. This limits the framework's validity in categorizing and disseminating information for addressing particular environmental challenges. Herein, we address this problem by analyzing a case study of deforestation and its impact on non-timber forest product collections by rural residents in Cambodia. We incorporate the concept of maladaptive coping strategies into the DPSIR framework and then further elaborate Ness et al.'s (2010) approach of merging the DPSIR framework with Hägerstrand's (2001) system of nested spatial domains. This conceptualizes the incorporation of the aggregated informal responses into the system, as exemplified in the case study.
Keywords: DPSIR framework; Ecosystem services; Maladaptive coping strategy; Nested spatial domains

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.

Humanitarian Innovation Guide - ELHRA (2018)
The Humanitarian Innovation Guide is a growing online resource to help individuals and organisations define humanitarian problems and successfully develop innovative solutions. ABOUT THE GUIDE The humanitarian sector is investing in exciting innovations, but it is not yet producing a steady pipeline of well-designed solutions that effectively address problems, evidence their impact, and have the potential to be scaled. As stated in a recent independent evaluation of the Humanitarian Innovation Fund (Triple Line, 2017), a review of the innovation ecosystem in 2015 found significant gaps in resources for innovation, including a shortage of guidance on the skills needed to manage successful innovation projects. These findings were echoed in the research carried out to inform this resource. As part of a grant agreement with the European Commission to provide financial and technical support to emerging humanitarian innovations, and in line with our strategic aim to develop the sector’s skills and capabilities in humanitarian innovation, this resource aims to translate our own learning, along with learning from across the sector, into a practical, grounded guide for innovators working in humanitarian contexts. Building on our unique position in the sector, the Humanitarian Innovation Guide is designed to provide targeted support to individuals and organisations attempting to develop innovative solutions to the challenges facing humanitarian assistance, resulting in a more effective humanitarian response. The Guide is written with two audiences in mind: humanitarian practitioners who are seeking to develop a new approach to their work and want to apply an innovation lens to solving problems; and social entrepreneurs from outside the sector who have identified an opportunity to engage with the sector and need a humanitarian framework to contextualise their innovation plans. We also hope that it will be a useful resource for innovation managers who are tasked with supporting innovation in their agencies, labs or networks. As the first step-by-step guide to managing innovation in the humanitarian sector, we hope that its continued development will better enable individuals, organisations and the wider sector to: Plan the activities involved in an innovation process and systematise the management of innovation. Manage a successful innovation project and generate evidence for innovation. Ensure that innovations are developed in an ethical way, with full consideration of risks and responsibilities.

3 fallacies of embracing complexity - Ang, Yuen Yuen (UNDP Blog, 2018)
Global development is seeing an exciting paradigm shift. Increasingly, leaders and practitioners recognize that development is not a “complicated” challenge that can be neatly parsed out into separate problems and siloed departments, like assembling a car. Rather, the various tasks of development—poverty eradication, improving governance, climate action, gender equality, and so on—are all connected, making development a “complex” challenge.

Escaping the Vicious Cycle of Plan & Execute - Gilad, Itamar (Itamar Gilad, 2018)
Tell me if this sounds familiar: Well-thought-out strategies change seemingly every other quarter. 9-month projects that take two years to complete. Disgruntled managers talking about “low velocity”, “lack of ‘can do’ culture”. Skeptical employees talking about lack of vision, bad planning, politics. Spending lots of time on planning, replanning, scope-downs Disappointing launches that customers generally […]

Context-Driven Adaptation (Overview) - Jacobstein, David (USAID Learning Lab, 2018)
CONTEXT-DRIVEN ADAPTATION COLLECTION

Thinking and working politically in Somalia: A case study on the Somalia Stability Fund - Laws, Ed (TWP Coommunity of Practice and ODI, 2018)

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.

Idea Prioritization With ICE and The Confidence Meter - Gilad, Itamar (Itamar Gilad, 2018)
Most product ideas deliver no benefits. In this article I show a real-world prioritization example using ICE and the Confidence Meter

Simplexity² or: How I Learned to Stop Worrying and Love Complexity in Development - Prieto Martin, Pedr (Complexity and Development Seminar Series, 2018)
This seminar is the fifth in a series that aims to share cutting edge thinking and research being done at IDS and the University of Sussex around how we practically capture and account for complexity across a variety of sustainable development contexts. Join us for a fascinating trip from Athens to Xiaogang where, assisted by Steve Jobs, Sun Tzu and Aristotle, and with the help of a series of memorable diagrams, we attempt to alchemise development’s complexity into… a simple living tree. The seminar aims to integrate into an accessible narrative notions from various disciplines related to complexity science –including psychology, philosophy, organisational development and software engineering– as a way to articulate essential complexity concepts. Insights emerging from our cluster’s research on Adaptive Management and on the use of Frontier Technologies for development are linked with ideas presented by Prof. Chambers, Burns, Scoones and Ang in the previous seminars, to explore what complexity means in practice for development professionals and how we can discern and handle it at best. About the Speaker Pedro Prieto Martín is a software engineer turned trans-disciplinary social scientist. Pedro’s academic background includes degrees in Computer Science, Business Administration, Philosophy, and Sociology from different Spanish universities. After working for years at Hewlett-Packard in Germany as the Technical Lead of a development team, he moved to Latin America, where for years he researched the application of ICT to improve local governance and promote social change. Before joining the Digital and Technology cluster he supported and researched, at the local level, the social mobilisation processes that resulted from the “indignados” movement in Spain and their use of ICT. At IDS, Pedro has investigated the drivers of adaptiveness in accountability interventions, as part of MAVC. He now coordinates the learning component of DFID’s “Frontier Technologies Livestreaming (FTL)” programme, which has been recently awarded UK’s Civil Service Award for Innovation. FTL supports DFID country offices to experiment with the use of emerging technologies to address development challenges.

Digital Principles into practice - HDIF (HDIF, 2018)

Thinking and Working Politically through Applied Political Economy Analysis. A guide for practitioners - Rocha Menocal, Alina; Cassidy, Marc; Swift, Sarah; Jacobstein, David; Rothblum, Corinne; Tservil, Ilona (USAID, 2018)
Thinking and Working Politically (TWP) through Applied Political Economy Analysis (PEA). A guide for practitioners Have you ever done everything right in a development program — followed every technical best practice — but still missed the mark? When this happens, it often relates to factors in the context beyond any external development actor’s ability to control.

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.

Managing to Adapt: Analysing adaptive management for planning, monitoring, evaluation, and learning - Desai, Harsh; Maneo, Gabriele; Pellfolk, Erica; Schlingheider, Annika (Oxfam Research Reports, 2018)
Adaptive management is at the heart of ‘Doing Development Differently’. It emerges from stakeholders’ calls for development programmes to be more flexible and responsive to their contexts. Whether it becomes a mainstreamed practice depends on how much it is