Theory of Change Checklist

Conceptualization

  • Gather information about the problem or issue
  • Analyze the current situation and its impact
  • Identify the specific aspects of the problem that need to be addressed
  • Define the specific goals and objectives to be achieved
  • Ensure the outcomes are measurable and achievable
  • Consider the timeframe for achieving the outcomes
  • Define the specific group or community that will benefit from the change
  • Consider the demographics and characteristics of the target population
  • Ensure the target population is clearly defined and identifiable
  • Identify the underlying factors that contribute to the problem
  • Analyze the relationships and interactions between these factors
  • Determine the primary cause or causes of the problem
  • Identify the assumptions that underlie the theory of change
  • Consider the potential risks and uncertainties associated with the change process
  • Evaluate the likelihood and impact of these risks
  • Outline the causal relationships between activities, outputs, outcomes, and impacts
  • Identify the key steps and processes that lead to the desired outcomes
  • Ensure the theory of change is logical and evidence-based
  • Define the specific milestones and deadlines for each outcome
  • Consider the sequence and timing of activities
  • Ensure the timeline is realistic and achievable
  • Identify the human, financial, and material resources required
  • Consider the availability and accessibility of these resources
  • Ensure the resources are sufficient to support the change process
  • Identify potential sources of additional resources
  • Consider strategies for securing funding or support
  • Develop contingency plans for resource shortages
  • Identify the specific indicators and metrics for measuring progress
  • Determine the data collection methods and tools to be used
  • Establish the frequency and timing of data collection
  • Identify the potential obstacles or challenges to achieving the desired outcomes
  • Develop strategies and solutions for overcoming these barriers
  • Consider the resources and support needed to implement the solutions
  • Analyze the political, social, economic, and cultural factors that may impact the change process
  • Consider the stakeholders and external forces that may support or hinder the change
  • Evaluate the opportunities and threats posed by the external environment
  • Assess the knowledge, skills, and resources of the stakeholders
  • Identify the potential contributions and roles of each stakeholder
  • Develop strategies for building the capacity of stakeholders
  • Identify the different perspectives, interests, and priorities of diverse stakeholders
  • Ensure the needs and concerns of marginalized or underrepresented groups are considered
  • Develop strategies for inclusivity and equitable participation
  • Identify the stakeholders to be engaged and their roles in the change process
  • Develop strategies for communication and collaboration with stakeholders
  • Ensure the plan includes opportunities for meaningful engagement
  • Identify individuals, organizations, or institutions that share similar goals or values
  • Assess the potential contributions and resources of potential allies
  • Develop strategies for building alliances and partnerships
  • Identify potential partners or organizations that can contribute to the change process
  • Define the specific roles and responsibilities of each partner
  • Develop strategies for effective collaboration and coordination

Inputs and Activities

Outputs and Short-term Outcomes

Mid-term Outcomes

External Factors and Assumptions

Monitoring and Evaluation

Communication and Learning

Implementation and Management

Reflection and Adaptation