Theory of Change Toolkit

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Use your theory of change and logic model to plan a new program

 

Does your Theory of Change make it clear who the target population is?

What will be the scope of your Theory of Change?

Does the program have a clear strategic intent and an explicit Theory of Change?

What is your own Theory of Change?

What is the Theory of Change the social impact theory?




...Find the answers to these, and more, questions with this Theory of Change Toolkit:

  • Create a Theory of Change for your accelerator that clearly captures the difference you are trying to achieve through successful programming.
  • Integrate the different dimensions in your Theory of Change.
  • Decide where to target your resources without a solid Theory of Change.
  • Unfreeze your organization so that it will accept change.
  • Encourage local partners to reflect on and develop own Theory of Change.
  • Develop an advocacy plan using a Theory of Change.
  • Make your next report a bit more reproducible.
  • Harness your curiosity to develop new ways of working.



HOW THIS TOOLKIT WORKS:

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 994 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 994 standard requirements:

  1. Is the theory of change embedded in a broader social and economic context, where other factors and risks likely to influence the desired results are identified?

  2. Does it seem reasonable that the activities of the intervention and the outputs will be enough for the intervention to make a difference in the ways expected?

  3. Do theory and practice prove that nonprofit organizations learn from business sector managers and leaders in order to become more professional in activities?

  4. How has that theory of change or impact strategy influenced fund formation, organizational setup, fundraising efforts, and investment selection?

  5. Does the participating organization have a clear sense about what it needs to communicate about and to whom based on the theory of change?

  6. Are activities that empower individuals to self advocate for entitlement funding considered ineligible political or lobbying activities?

  7. What is the extent to which the theory of change and results framework of the intervention integrated human rights and gender equality?

  8. What strategies have been or will be used by the program, are used by similar programs, and/or identified in the research literature?

  9. How much do you load into a single program; what outcomes should be measured; and what is your theory of change or logic model?

  10. Is organization development a suitable tool to promote and enhance management professionalization of nonprofit organizations?


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. Scope Management Plan: Are changes in scope (deliverable commitments) agreed to by all affected groups & individuals?

  2. Stakeholder Management Plan: Are the people assigned to the Theory of Change project sufficiently qualified?

  3. Planning Process Group: What will you do to minimize the impact should a risk event occur?

  4. Project Portfolio management: Regularly review and revise the Theory of Change project portfolio (eg several times a year) are done?

  5. Quality Metrics: Is there a set of procedures to capture, analyze and act on quality metrics?

  6. Change Management Plan: Have the business unit contacts been selected and notified?

  7. Quality Audit: How does your organization know that its range of activities are being reviewed as rigorously and constructively as they could be?

  8. Risk Audit: Improving fraud detection: do auditors react to abnormal inconsistencies between financial and non-financial measures?

  9. Requirements Management Plan: Is the system software (non-operating system) new to the IT Theory of Change project team?

  10. Schedule Management Plan: Have Theory of Change project team accountabilities & responsibilities been clearly defined?

 
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.





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CONTENTS:


Checklists:


Checklists:Theory of Change Checklist Report on PROCESS.pdf

Checklists:Theory of Change Checklist Report on OUTCOMES.pdf

Checklists:Theory of Change Checklist Report on PROGRAM.pdf

Checklists:Theory of Change Checklist Report on INFORMATION.pdf

Checklists:Theory of Change Checklist Report on THEORY.pdf

Checklists:Theory of Change Checklist Report on IMPACT.pdf

Checklists:Theory of Change Checklist Report on DATA.pdf

Checklists:Theory of Change Checklist Report on PROJECT.pdf

Checklists:Theory of Change Checklist Report on EVALUATION.pdf

Checklists:Theory of Change Checklist Report on WORK.pdf

Checklists:Theory of Change Checklist Report on ORGANIZATION.pdf

Checklists:Theory of Change Checklist Report on INTERVENTION.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Theory of Change Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 1 Get your bearings:Theory_of_Change_Quick_Exploratory_Self-Assessment_Guide.pdf





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


STEP 2 Set concrete goals tasks dates and numbers you can track:Theory of Change Self-Assessment.xlsx

STEP 2 Set concrete goals tasks dates and numbers you can track:Theory_of_Change.pdf

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

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