Strategic Planning with Theory of Change

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How do you improve your ability to help cities collaborate effectively, share knowledge and drive meaningful, measurable and sustainable actions on climate change?

C40 Cities is a network of the world’s megacities that is committed to addressing the issues arising from climate change.

They work in cities as varied as Lagos and Copenhagen or Shanghai and Chicago. Their Planning and Measurement Team has adopted Theory of Change (ToC) as a key steering instrument to underpin and improve the impact of their work. They recently met with StrategyHouse.dk at a retreat designed to help them learn about ToC, and to plan how they will use it to ensure they get the best out of it.

Purpose

How do you build a common approach to the problem, but tailor the interventions to regional differences? The purpose of C40’s Planning retreat with StrategyHouse.dk was to get a shared framework of understanding, to establish a cross-cultural and cross-regional exchange of experiences and viewpoints on change. The team wanted to produce a Theory of Change (ToC) that could be communicated with, shared between and strengthened by other C40 teams and stakeholders.

Challenges

When you are a truly global organisation, spread across continents and operating at both practice and policy levels (and everything possible in between), getting all the stakeholders involved is part of the challenge. The greatest value of Theory of Change is that it offers is a joint reflection process. Ideally this ensures that all the relevant actors, in a programme, have a part of defining how to achieve their desired outcome(s). C40 Cities opted to gather the core planning team together to work on this and then to disseminate the results of their work to the rest of the organisation, in a new phase.

Method and solutions

A first step was to decide at which level to develop the ToC. This required specification and reflection about what C40 Cities wanted want their ToC for. Will it be used for discussing how change happens? Is it for detailed planning? For C40 Cities, what they needed most was a programme and project-level theory change. This task included working in teams to identifying the key domains of change within the C40 Climate Action Programme, taking into account the contextual and regional differences from Cape Town to Vancouver. From there a more detailed task was undertaken – to brainstorm the main preconditions for change and to sketch out pathways where the flow of change was analysed and described.

Output

Although the main value for the C40 Cities team was the working together, in a participatory process, to develop the theory of change, a physical output was necessary in order to engage other teams in the organisation, who could not be part of the workshop. Together with StrategyHouse.dk, the team co-developed pathways and theory of change diagrams and narratives. These emerged as strong opportunities for further detailed planning and prioritising. All in all, there was not only hot air in Middelfart!

Want to know more?

Contact Morten Ronnenberg mrm@strategyhouse.dk

p.s. – The hard work pays off

Having a theory of change at programme level helps to identify the main axes of intervention, to understand the overall flow of required actions and it provides a strong basis for prioritisation. However, if you want to go all the way, you need to develop detailed theories of change (all the way down to theories of action) at the local level. This helps individual offices and team members assess where the generic assumptions are wrong, which calls for a different approach. Most often, when something goes wrong, the fault lies in the details and in our assumptions. Testing these, all the way down to what you plan to do tomorrow is hard work – but it pays off.

Strategic planning and fundraising for youth

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The African Youth Panel is a platform of youth leaders from different African countries. It is committed to advancing policy, political and economic actions to reduce youth unemployment and to enhancing governance and participation.

The AYP was initiated by the Danish NGO Forum, to provide input to the Danish Africa Commission (DAC) on what youth can do in Africa’s development as well in what development partners should do to ensure that tangible results are achieved with their support.

In its first years, the AYP achieved some remarkable breakthroughs and managed to build a strong political network.

Purpose of the assignment

StrategyHouse.dk was engaged to support the network with a strategy and fundraising development process that could assist the network to becomw financially and organisationally sustainable. The AYP had already received substantial start-up funding from Danida, but needed to diversify its funding and move from incubation to a mature stage.

Challenges

One of the major challenges for the AYP was the lack of paid staff and a secretariat, to ensure consistency in the work flow, constant delivery and implementation of the plans. The AYP’s structure comprises a panel of 60 young people in over 23 African countries. A Steering Committee is the governance arm of the AYP with representatives from all sub-regions of Africa. Given this set-up, an additional challenge were  how to enable the network to meet (very costly) and how to facilitate coordination across the continent (very time consuming), in order to ensure that the AYP could succeed in its lobbying ambitions.

Solutions

StrategyHouse worked with the AYP during training and planning sessions to solidify its strategic planning. This included a review of the ‘2015-2018 Strategic Plan’ to ensure the right balance between objectives, campaign activities and resources. It also included a classic fundraising training session to enable participants to pitch their cases andbe aware of the key steps and elements in professional fundraising. A theory of change training and planning workshop ensured a solid analysis was made in order to be able to establish a shared understanding of what activities would lead to the goals and  why. This provided the basis for a prioritized planning of campaigning and fundraising activities.

Want to know more?

Contact Morten Ronnenberg mrm@strategyhouse.dk