Theory of Change Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Theory of Change Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Theory of Change related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Theory of Change specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Theory of Change Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 904 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Theory of Change improvements can be made.

Examples; 10 of the 904 standard requirements:


1. Are there cohesive frameworks for digital transformation that encompass disruptive technologies, culture, data driven decision making, and operational effectiveness?
   
   

2. How can knowledge from behavioral psychology and behavioral economics be leveraged to inform loyalty related research and to design better responses to consumers?
   
   

3. When would you recommend the use personnel records and data sources in the development of an insider risk program to support insider risk management?
   
   

4. When would you recommend the use administrative data sources in the development of an insider risk program to support insider risk management?
   
   

5. When would you recommend the use violation reporting sources in the development of an insider risk program to support insider risk management?
   
   

6. When would you recommend the use communication data sources in the development of an insider risk program to support insider risk management?
   
   

7. Are current or future revenues derived from organization operations the object of dispute between local communities and central authorities?
   
   

8. How will leadership publicly recognize contributions of diversity strategic planning team members and stakeholders in developing the plan?
   
   

9. Are information needs and related information systems reassessed as objectives and related risks change, or deficiencies are identified?
   
   

10. Are training and development programs in place to ensure that the staff acquires and continuously updates its methodological knowledge?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Theory of Change book in PDF containing 904 requirements, which criteria correspond to the criteria in...


Your Theory of Change self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Theory of Change Self-Assessment and Scorecard you will develop a clear picture of which Theory of Change areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Theory of Change Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Theory of Change projects with the 62 implementation resources:


• 62 step-by-step Theory of Change Project Management Form Templates covering over 1500 Theory of Change project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Risk Register: Risk probability and impact: how will the probabilities and impacts of risk items be assessed?
   
   

2. Team Member Status Report: Do you have an Enterprise Theory of Change project Management Office (EPMO)?
   
   

3. Procurement Audit: Were additional works strictly necessary for the completion of performance under the contract?
   
   

4. Probability and Impact Matrix: What kind of preparation would be required to do this?
   
   

5. Project Portfolio management: Consider the benefit of the strategic objectives portfolio and its relationship to the Theory of Change project portfolio. How is this helpful in Theory of Change project selection?
   
   

6. Human Resource Management Plan: Are people motivated to meet the current and future challenges?
   
   

7. Scope Management Plan: The greatest degree of uncertainty is encountered during which phase of the Theory of Change project life cycle?
   
   

8. Monitoring and Controlling Process Group: Purpose: toward what end is the evaluation being conducted?
   
   

9. Procurement Management Plan: How will the duration of the Theory of Change project influence your decisions?
   
   

10. Risk Management Plan: What are the cost, schedule and resource impacts if the risk does occur?


 
Step-by-step and complete Theory of Change Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Theory of Change project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Theory of Change project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Theory of Change project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Theory of Change project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Theory of Change project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Theory of Change project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Theory of Change project with this in-depth Theory of Change Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Theory of Change projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Theory of Change and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Theory of Change investments work better.

This Theory of Change All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.