Theory of Change Toolkit

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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 999 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 999 standard requirements:

  1. How do you ensure that decision-making spaces recognize and integrate the diversity of perspectives, identities and knowledge that exists among the different stakeholders involved?

  2. What are the necessary attributes (skills, experience, relationships) of an evaluator or evaluation team, given the purposes of the evaluation and the main lines of inquiry?

  3. What are the results or effects of the dialogue Ð going beyond the immediate program activities, sphere and participants Ð that constitute broader change in the conflict?

  4. What are the appropriate venues for an open exchange of ideas for program redesign (goals, objectives, strategies, theories of change, activities)?

  5. What changes need to take place in the relationships of stakeholders/ actors to generate synergies and shared interests in the change process?

  6. Do you have the capacities and resources to implement the strategies that would be required to produce the outcomes in the pathway of change?

  7. How did the intervention contribute to the intended impacts, maintenance of impacts over time, or wider or macro-level impacts on conflict?

  8. What are the artefacts, rules and organizational structures at play in your organization and which directly affect your teaching practice?

  9. Do you prepare multiple budget scenarios Ð worst case to program expansion scenarios Ð to see the impact of raising more or less revenue?

  10. Does your organization assign shared costs to each program so that you see the full and accurate costs for running each of your programs?


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 999 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. Stakeholder Management Plan: Are the appropriate IT resources adequate to meet planned commitments?

  2. Project or Phase Close-Out: If you were the Theory of Change project sponsor, how would you determine which Theory of Change project team(s) and/or individuals deserve recognition?

  3. Team Operating Agreement: Did you determine the technology methods that best match the messages to be communicated?

  4. Roles and Responsibilities: Once the responsibilities are defined for the Theory of Change project, have the deliverables, roles and responsibilities been clearly communicated to every participant?

  5. Procurement Audit: Is there a need for the procurement Theory of Change project at all?

  6. Source Selection Criteria: What is the role of counsel in the procurement process?

  7. Procurement Audit: Has your organization fulfilled its obligations related to the payment of social security contributions and taxes?

  8. Change Request: What should be regulated in a change control operating instruction?

  9. Procurement Audit: Is a log maintained over the use of signature plates?

  10. Human Resource Management Plan: Is there a formal set of procedures supporting Issues Management?

 
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.