Introduction to Outcome Mapping

2. Introduction to Outcome Mapping Simon Hearn, Julius Nyangaga, Ziad Moussa Brussels, Belgium March 25-26, 2013

4. Workshop Objectives • Clarify what Outcome Mapping is and does • Introduce and apply Outcome Mapping concepts and tools • Consider if and how Outcome Mapping could be useful in our work

5. Agenda Overview This morning: • Key concepts • Vision • Mission • Boundary Partners This afternoon: • Outcome Challenge • Progress Markers • Strategy Map Tomorrow: • Organisational Practices • M&E planning and journals

6. Proposed process guidelines: • Everyone can participate • One speaks, all listen • Value each other’s ideas • No smoking or mobile devises • Respect each other by being on time • Questions any time (answers may come later) • Enjoy... Network... Laugh... Sing..! • ...Other?

7. If your M&E processes were practical and useful, what would they do, what characteristics would they have?

8. Key concepts in Outcome Mapping

9. Acknowledgements This presentation makes use of various materials that were shared by members of the global OM community. Without being exhaustive, special thanks goes to Terry Smutylo, Steff Deprez, Jan Van Ongevalle, Robert Chipimbi, Daniel Roduner, Kaia Ambrose, Ricardo Wilson-Grau and many others.

10. Source: A guide for project M&E: IFAD

11. Conventional thinking… Vision and Mission IMPACT OUTCOMES OUTPUTS ACTIVITIES INPUTS Plan Time

12. … clashes with relationships of cause and effect that are unknown Vision and Mission IMPACT OUTCOMES OUTPUTS ACTIVITIES INPUTS Plan Time

13. Social change can be… • Complex: involve a confluence of actors and factors • Unstable:independent of project duration • Non-linear: unexpected, emergent, discontinuous • Two-way: intervention may change • Beyond control: but subject to influence • Incremental, cumulative: watersheds & tipping points Source: Terry Smutylo

14. Vision and Mission OUTPUT OUTPUT OUTPUT ACTIVITY OUTPUT ACTIVITY OUTCOME OUTCOME OUTCOME OUTCOME OUTCOME OUTCOME OUTCOME INPUTS INPUTS ACTIVITY Plan OUTPUT Time INPUTS ACTIVITY INPUTS

15. Brief definition of OM • A participatory method for planning, monitoring and evaluation • Focused on changes in behaviour of those with whom the project or program works • Oriented towards social & organizational learning

16. OM’s answer Recognise that all interventions have limited influence Start from observable behaviour change Support people to build their own well-being Embrace different perspectives Enable interventions to adapt as they engage Apply a systems understanding

17. A brief history of OM • 1990s: post-Rio need to demonstrate ‘sustainable’ results • 1998: Barry Kibel and Outcome Engineering • 1999: Methodological collaboration with projects • 2000: Publication of manual in English • 2002: Training, facilitation & usage globally • 2006: OM Learning Community • 2008: CLAMA • 2010: East Africa and beyond

19. “Being attentive along the journey is as important as, and critical to, ariving at the destination ” Michael Quinn Patton

20. Three key concepts in OM: • Sphere of influence • Boundary Partners • Outcomes understood as changes in behaviour

21. Sphere of concern Sphere of influence There is a limit to our influence Sphere of control Project People the project works with/through People who benefit from the project

22. Sphere of concern Sphere of influence There is a limit to our influence Sphere of control Impact: Changes in state Inputs, activities, outputs Outcomes: Changes in behavior

23. Participating farmers learn how to use drip irrigation equipment Reduced numbers of new wells Increased knowledge of techniques Farmers participate in field trials Extension workers visit demonstration farms Farmers adopting drip irrigation methods Participatory research on demonstration farms to develop approaches to drip irrigation Training of extension workers Greater quantities of groundwater available Extension workers promoting drip irrigation Publication of performance of different set-ups Source: Terry Smutylo

24. Who are your boundary partners? Programme Beneficiaries Stakeholders Boundary Partners

26. Focus of Outcome Mapping Program influence decreases Community ownership increases Inputs Activities Outputs Outcomes Impacts Outcome Mapping

28. Where is the map? • OM is a guide to the journey we take with our partners. We co-create the map. • It focuses on the intention and what happens along the way • The map is not the territory, it shows the route taken • “The only real voyage of discovery exists, not in seeing new landscapes, but in having new eyes” (Marcel Proust)

29. Step 1: Vision

30. Vision improved human, social, & environmental wellbeing

31. I have a dream! Martin Luther King, Jr. August 28, 1963

32. A vision statement.. • Guides • Motivates and inspires • Is an ‘accountability-free zone’

33. Vision in graphic form, Nagaland (India)

34. Vision statement in narrative form Local authorities, communities, and international organizations in developing countries in Africa recognize the value of HIV/AIDS intervention as an integral part of social & economic development. Municipal, regional, and national governments actively support HIV/AIDS prevention activities by formulating and implementing effective public health policies. Using research findings, they have developed a comprehensive public health strategy to slow down the infection rate. Formerly marginalized groups (e.g. women and youth) are organized into advocacy groups that can effectively formulate their needs to policy makers. All groups have access to reliable and relevant technical information about HIV/AIDS prevention and are able to make informed choices. In essence, there are healthier, happier, and wealthier communities.

35. Vision facilitation question Imagine that, 5-10 years from now, the program has been extremely successful. Things have improved beyond your most ambitious dreams. • What changes have occurred? • What (& how) are your intended beneficiaries doing? • What are your partners doing? • Describe the better world you are seeking.

36. Step 2: Mission

37. The mission is that “bite” of the vision statement on which the program is going to focus.

38. A mission statement describes: • How the program intends to apply its resources in support of the vision • The areas in which the program intends to work • How the program will support the achievement of outcomes by its direct partners

39. Example Mission Statement In support of this vision and on behalf of its donors, the program will work in the areas of research, dissemination, capacity building, & coordination. It will contribute to the production, synthesis, & dissemination of research data, position papers, & other information that will sensitize local & international actors to HIV/AIDS prevention. The program will seek to expand the range of disciplines involved in HIV/AIDS research. It will enhance HIV/AIDS research capacity in order to produce credible information for local, national, & international policy-making & program development. It will promote an interest in HIV/AIDS research among new researchers by providing research fellowships, mentorship, & training opportunities. The program will contribute to the development of linkages between Northern & Southern researchers & encourage partnerships between research organizations, advocates, & decision makers. It will increase its visibility & credibility among the donor community & will convince them of the utility of supporting HIV/AIDS prevention.

40. Summary • Vision • About the future • Observable • Idealistic • Not about the program • Mission • Feasible • Identifies activities and relationships • About the program

41. Exercise 1: Correcting Vision and Mission Statements

42. Step 3: Boundary Partners

43. Boundary Partners are... Those individuals, groups, & organizations with whom a program: • interacts directly to effect change • can anticipate some opportunities for influence • engages in mutual learning

44. Who are your boundary partners? Programme Beneficiaries Stakeholders Boundary Partners

45. Community leaders DFID KPMG CSO (TFCG) Illegal loggers District official CSO CSO CSO CSO CSO National media Government department Network member example…AcT Tanzania

46. Strategic partners • Selected for their potential to contribute to the mission • A person or group with whom the program works directly to achieve the mission, without necessarily wanting to change the partner’s behaviour as part of the mission • E.g. Donor agency, contracted service providers, NGOs doing similar work, media agencies

47. Facilitation questions • In which individuals, groups, or organizations is your program trying to encourage change as a contribution to the vision?  • With whom will you work directly?  • Are you choosing boundary partners because you want to influence the ways they help or influence others? • On whose actions does your success depend?

48. Exercise 2: Are you my boundary partner?

49. Swayamsiddha Mission Statement The Swayamsiddha Project works with governments, NGOs & CBOs to improve women’s health and empowerment. It facilitates the development of women’s self help groups. It provides them with funding and training to help them influence community and government services to be more responsive to their health and livelihood needs. It fosters mutual respect and joint action between these self-help groups and: banks; police; health and social service providers; and government agencies. It researches and promotes the application of ecosystem approaches to human health in agriculture and in the provision of health and sanitation services. Swayamsiddha addresses equity issues in all its activities. It uses participatory methods to monitor progress, to learn how to become more effective in supporting its partners and to report on its results.