Theory of Change Toolkit

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Make sure that your organization leads meetings with personnel from other organizations and programs to develop or evaluate complex programs or specific highly technical training based on needs and available resources.

More Uses of the Theory of Change Toolkit:

  • Be certain that your corporation recommends corrective or preventive actions to assure or improve Product Quality or reliability.

  • Be accountable for reviewing and evaluating organizational activities and advises management regarding the accomplishments and evaluation of program goals.

  • Establish that your organization supports your organization with establishing and maintaining an effective learning climate in your organization.

  • Confirm your enterprise determines the appropriate model for delivering Technical Support from a variety of service divisions to a wide range of customer departments.

  • Develop and implement grantmaking strategies aligned to the Foundations mission and Theory of Change.

  • Confirm your business develops, evaluate, and improves manufacturing methods; modifies processes to improve safety and Product Quality, and/or Reduce Costs.

  • Secure that your venture participates in and supports the professional learning goals for implementation of High Quality Instructional Materials.

  • Be accountable for overseeing the development of communication strategies and the implementation of strategies to support your organizations messages.

  • Direct: On the Job Training of budget and accounting necessary to develop, deliver, and sustain overhead reconnaissance systems.

  • Ensure you educate; sound values and virtues the ethical conduct of your employees is of supreme importance.

  • Confirm your group understands equipment and work with engineering to ensure issues are appropriately resolved.

  • Promote effective operations through hiring, training, and orientation of new hires.

  • Ensure your team estimates production times, staffing requirements, and related costs to provide information for management decisions.

  • Pilot: conduct one on one individual sessions at least once per week with assigned caseload.

  • Drive: design, plan, and implement strategies and communications plans, acting as a facilitator and coordination of Project Teams and task forces.

  • Supervise: formal training on how to originate new and improve existing applications and strategies for program specific concepts theories, and principles that affect day to day operations.

  • Be certain that your venture builds relationships with Key Stakeholders, communicating progress towards Key Performance Indicators.

  • Warrant that your organization looks for ways to improve and promote quality and demonstrates accuracy and thoroughness.

  • Be accountable for reading and understanding design drawings and Technical Specifications to support the preparation of project deliverables as calculations, specifications, and engineering evaluations.

  • Arrange that your business provides data and analytics expertise to support the measurement of learning effectiveness.

  • Arrange that your design complies; designs and develops forms and instructions for recording, evaluating, and reporting quality and reliability data.

  • Arrange that your organization uses information obtained in analysis to create program or solution that meets the need of customer.

  • Follow quality procedures and perform product inspection through press and finishing processes.

  • Ensure your enterprise assesses, identify, and implements opportunities for additional gains in access, quality, revenue, and expense control.

  • Confirm your enterprise ensures structure addresses changes in technology, operational processes, and practice needs.

  • Gather data and derive insights through analysis and other Process Improvement efforts.

  • Be certain that your organization supports your organization with utilizing the resources of your organization and community to enhance the educational program.

  • Communicate and liaise among your organizations leadership/employees, customers, and affiliates.

  • Lead: theoretical and practical application of high specialized knowledge in computer systems, analysis, programming, and engineering.


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 can skill-level changes improve Theory of Change?

  2. Are there any activities that you can take off your to do list?

  3. Which issues are too important to ignore?

  4. How do you use Theory of Change data and information to support organizational decision making and innovation?

  5. What is the purpose of Theory of Change in relation to the mission?

  6. What activities does the governance board need to consider?

  7. How frequently do you verify your Theory of Change strategy?

  8. Do you have the optimal project management team structure?

  9. Who is gathering Theory of Change information?

  10. What is your competitive advantage?

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 994 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. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the acquisition process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Theory of Change project issues be unconditionally tracked through the issue resolution process?

  4. Closing Process Group: Did the Theory of Change project team have enough people to execute the Theory of Change project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are corrective actions taken when actual results are substantially different from detailed Theory of Change project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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



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.