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Theory of Change, Strategy & Sustainability Justin Sargent (Somerset CF), Rosemary Macdonald (Wiltshire CF) Monday 29 th January 2018 Theory of Change What is Theory of Change? Logical framework to set out how you will fulfil programme


  1. Theory of Change, Strategy & Sustainability Justin Sargent (Somerset CF), Rosemary Macdonald (Wiltshire CF) Monday 29 th January 2018

  2. Theory of Change

  3. What is Theory of Change? • Logical framework to set out how you will fulfil programme goals or your overall mission • Resources -> Activities -> Immediate impacts -> Long-term impacts • Useful guides available from NPC and Nesta • It can help with defining: • what you need to do to achieve your goals, helps lateral thinking and identifying gaps and opportunities • what you don’t do, and where you need partnerships • what your impact is and how you could measure it • In doing so, it also helps with: • building whole team understanding and concensus internally -> strategy & business planning • communicating your CF externally – present and/or future • building confidence in your CF

  4. Theory of Change for Funders - NPC • Impact on grantees • ‘funder - plus’ activity • easier to attribute your impact • Impact on beneficiaries e.g. disadvantaged children and young people, older people in cold homes • narrowly defined goal, programme or fund specific • often difficult to set out intermediate outcomes • can be designed collaboratively with grantees • Impact on a social problem e.g. social mobility, fuel poverty • Where a funder adopts a more complex range of tools to address a problem – funding, research, convening, partnerships • Helps define who to work with, what CF role is and what to measure

  5. Which Theory of Change is appropriate? Focus on single goal Funder Engagement Theory of Change for No Theory of Change impact on beneficiaries or social problem Theory of change for Theory of change for impact on impact on beneficiaries or social organisations problems and organisations

  6. Which Theory of Change is appropriate? Focus on single goal Funder Engagement Theory of Change for No Theory of Change impact on beneficiaries or social problem Theory of change for Theory of change for impact on impact on beneficiaries or social organisations problems and organisations

  7. Which Theory of Change is appropriate? Focus on single goal Funder Engagement Theory of Change for No Theory of Change impact on beneficiaries or social problem Theory of change for Theory of change for impact on impact on beneficiaries or social organisations problems and organisations

  8. Theory of Change – Somerset CF • Our vision for Somerset is a county of vibrant, inclusive communities where voluntary organisations and social enterprises thrive, transforming and enhancing the lives of the most disadvantaged people. • Our mission is to be the catalyst for inspirational philanthropy, providing a simpler and more effective way for donors to make a lasting difference in Somerset through community investment and leadership.

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