Theory of Change
Outline a roadmap to bring change to your organization with the Theory of Change Template. Become the transformational agent inside your organization.
The Theory of Change canvas was designed to enable organisations map collaboratively how their activities contribute to the long-term goal they want to achieve.
Preparation
As a first step define together with the team why you are doing this project and what goal you want to achieve.
Think about the contribution you will need and decide who should be part of the team.
Analysis
Start by understanding the ecosystem of your organisation and who are the stakeholders involved.
Write down the ultimate vision of change, the reason why your organisation exists.
Think about the impact of the activities your organisation run, and map the other levels of change that it contributes to.
Use the Analysis canvas to define Activities / Outputs and Outcome, and create connections among them.
Finally, establish for each one of these assumptions and indicators to measure impact.
Communication
Write down who is your target audience, their needs, and why you want to communicate the Theory of Change to them.
Based on the audience, reflect on the content you want to show, the channels you could use to reach them, and what is the best format to display the information.
Remember it is a collaborative process and embrace testing and iteration at every step of the process.
What are Lewin's 3 stages of change?
Lewin’s three stages of change explain how the change process takes place according to these three steps: unfreeze, change process, and refreezing. According to social psychologist Kurt Lewin, organizations go over this process when applying changes in management or behavior. Unfreezing is when people realize a method or process doesn’t make sense anymore. As the name says, the change process is the beginning of change, where people are open to new ways of working and behaving. Refreezing is the final stage, where changes are incorporated and a new organizational system is put in place.
What is the format of the theory of change?
The Theory of Change (ToC) is a methodology for planning and evaluating social change initiatives. It identifies a long-term goal and maps out the preconditions and outcomes required to achieve it, arranged from short-term to long-term. The ToC includes key elements such as an outcomes framework, causal pathways, specific indicators, interventions, supporting evidence, stakeholders, timeline, and broader context. These components are often represented visually to understand the relationships and steps to achieve the desired social change.
Get started with this template right now.
Project Canvas Template
Works best for:
Project Management, Documentation, Project Planning
A project canvas is a management tool that helps you summarize, visualize, and share all necessary information about your project. It can be used by all team members—from facilitators to project management professionals—at every stage of project development. The project canvas template allows you to keep all stakeholders in the project development process in the loop. By using a single platform for all project-related discussions, you can build a clear project overview and improve collaboration.
Presentation Template
Works best for:
Presentations, Education
At some point during your career, you’ll probably have to give a presentation. Presentations typically involve speaking alongside an accompanying slide deck that contains visuals, texts, and graphics to illustrate your topic. Take the stress out of presentation planning by using this presentation template to easily create effective, visually appealing slides. The presentation template can take the pressure off by helping your audience stay focused and engaged. Using simple tools, customize a slide deck, share slides with your team, get feedback, and collaborate.
3-Circle Venn Diagram
Works best for:
Education, Diagrams, Brainstorming
Venn diagrams have been a staple of business meetings and presentations since the 1800s, and there’s a good reason why. Venn diagrams provide a clear, effective way to visually showcase relationships between datasets. They serve as a helpful visual aid in brainstorming sessions, meetings, and presentations. You start by drawing a circle containing one concept, and then draw an overlapping circle containing another concept. In the space where the circles overlap, you can make note of the concepts’ similarities. In the space where they do not, you can make note of their differences.
Team Charter Template
Works best for:
Meetings, Workshops, Team Meetings
A team charter is a document that outlines your team’s purpose and objectives, as well as steps you will take to reach your goals. The team charter illustrates the focus and direction for all team members. When created collaboratively, the team charter is a great way for individuals to feel even more connected to one another within the group. A team charter template is useful when you’re first establishing a new team, adding new members to an existing team, or when you need to better align regardless of your team’s tenure.
RACI Matrix Template
Works best for:
Leadership, Decision Making, Org Charts
The RACI Matrix is an essential management tool that helps teams keep track of roles and responsibilities and can avoid confusion during projects. The acronym RACI stands for Responsible (the person who does the work to achieve the task and is responsible for getting the work done or decision made); Accountable (the person who is accountable for the correct and thorough completion of the task); Consulted (the people who provide information for the project and with whom there is two-way communication); Informed (the people who are kept informed of progress and with whom there is one-way communication).
Mitch Lacey's Estimation Game Template
Works best for:
Leadership, Agile Methodology, Prioritization
A wordy name but a simple tool, Mitch Lacey’s Estimation Game is an effective way to rank your work tasks by size and priority — so you can decide what to tackle first. In the game, notecards represent your work items and feature ROI, business value, or other important metrics. You’ll place each in a quadrant (ranking them by size and priority) to help you order them in your upcoming schedule. The game also empowers developers and product management teams to work together and collaborate effectively.