How to use it

A flexible Theory of Change kit

Our Theory of Change Toolkit is designed to fit seamlessly into your planning process – whether you’re hosting a full-day workshop, a series of collaborative sessions, or a self-paced team review.

Using a Theory of Change

Flexible, adaptable sessions

Customise your approach

  • Tailor your schedule: Use the toolkit’s modular design to structure sessions that fit your team’s time commitments, whether that’s a quick strategy meeting or an intensive multi-day workshop.
  • Choose your format: The content is suitable for both face-to-face and virtual settings. You can work through the materials as a group, in smaller breakout sessions, or individually before reconvening to share insights.

Build around your objectives

  • Define your goals: Start by setting clear objectives for your session. Whether you’re refining a current strategy or building a new Theory of Change from scratch, the toolkit’s resources guide you through every step.
  • Use the provided tools: From mini assessments and worksheets to the slide deck and facilitator notes, each component is designed to help you capture ideas, spark discussion, and evaluate progress in real time.

Step-by-step approach to using the toolkit

Preparation and planning

  • Familiarise your team with the toolkit’s structure and set expectations.
  • Pre-read the Rapid Primer to ensure everyone understands the foundational concepts.

Interactive sessions

  • Begin with a collaborative session to discuss the overall framework and establish a shared vision.
  • Use mini assessments and worksheets to delve into specific areas such as defining the problem statement or outlining short-term outcomes.
  • Leverage the slide deck as a visual guide, ensuring that all team members are aligned and informed.

Facilitation and collaboration

  • Rely on the facilitator notes to guide discussions, keeping sessions focused and productive.
  • Encourage open dialogue by using the Miro board blueprint to capture ideas and collaboratively refine your Theory of Change.

Customisation and follow-up

  • Adapt the toolkit’s materials (all available as Word, PowerPoint, and Miro templates) to reflect your organisation’s unique branding and requirements.
  • Schedule follow-up sessions to review progress, refine strategies, and ensure the Theory of Change remains a living document that evolves with your organisation.

Start creating your Theory of Change

Use our Theory of Change toolkit to design and refine the impact you want to create.

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