logic models and storytelling

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A HEALTH BLOG

the connection between story-telling and logic models

April, 2016Lee Fox

PeerSpring

COLLEGE DEGREES 360

LOGIC MODELS SEEM COMPLICATED….

what are the stakeholder symptoms and needs?THE PROBLEM:

what is the over-arching priority of the solution?THE IMPACT:

assumptionsresearch, observation, trends, etc.

external factorsdetails supporting the solution need

INPUTS

activities participation

OUTCOMES

what is invested to make it happen?time, staff, money, materials, partners, etc.

what needs to be done?

immediate shifts, easy to observe

who we reach

OUTPUTS

short term

THESIS

describe the products, services, partnerships needed to succeed

describe the participants including clients and staff, etc.

intermediatebehavioral changes

VALU

E

EVA

LUAT

ION

long termfundamental social or environmentalshifts

Jon

REALLY… LOGIC MODELS ARE JUST STORIES…

Walter Lim

Wilma Compton

THE LOGIC MODEL + THE TOMS SHOES STORY

Uncalno Tekno

millions of poor children suffer without shoesTHE PROBLEM:

WHAT?

START WITH WHAT IT OBVIOUS TO EVERYONE

WHY? AS A RESULT: INTENDED IMPACT:

Uncalno Tekno

millions of poor children suffer without shoesTHE PROBLEM:

walking barefoot exposes children to parasites which impacts their health and wellness

sick kids don’t go to school which ultimately subjects them and their family to deeper poverty

WHY?

AS A RESULT:

WHAT?

TO ASSUMPTIONS

WHAT IS THE “THEORY OF CHANGE?”1.

Uncalno Tekno

millions of poor children suffer without shoesTHE PROBLEM:

walking barefoot exposes children to parasites which impacts their health and wellness

sick kids don’t go to school which ultimately subjects them and their family to deeper poverty

one pair of shoes can change the life of one person, one family and ultimately one community

THEORY OF CHANGE

WHY?

1.

AS A RESULT:

INTENDED IMPACT:

WHAT?

TO ASSUMPTIONS

millions of poor children suffer without shoesTHE PROBLEM:

walking barefoot exposes children to parasites which impacts their health and wellness

sick kids don’t go to school which ultimately subjects them and their family to deeper poverty

one pair of shoes can change the life of one person, one family and ultimately one community

THEORY OF CHANGE

WHY?

1.

INTENDED IMPACT:

WHAT?

TO ASSUMPTIONS

THIS FIRST THEORY OF CHANGE WILL BE WRITTEN, RE-WRITTEN AND RE-WORKED THROUGH THE ENTIRE BUILD OF YOUR LOGIC MODEL.

WHEN YOU GET TO THE LAST STEP, YOU WILL BE ASKED TO WRITE A THEORY OF CHANGE ABOUT THE INTENDED IMPACT, AND THESE TWO STATEMENTS SHOULD NOT ONLY MATCH, BUT BE THE SAME SENTENCE.

ElizabethHudy

millions of poor children suffer without shoesTHE PROBLEM:

assumptionsresearch, observation, trends, etc.

external factorsdetails supporting the solution need

THESIS

factual

ASSUMPTIONS ARE “EDUCATED GUESSES” BASED ON TANGIBLE FACTS OR OBSERVATIONS

EXTERNAL FACTORS AFFECT THE CIRCUMSTANCES OF YOUR POPULATION, SUCH AS GEO-POLITICAL, ACCESSIBILITY, TECHNOLOGY, SOCIO-ECONOMIC, ETHICAL, etc.

ElizabethHudy

millions of poor children suffer without shoesTHE PROBLEM:

assumptionsif they had shoes, they’d wear ‘em

external factorsunsanitary conditions result in infections

THESIS

wearing shoes will make these children healthier

existing solutions don’t get public support

factual

rational

WHAT IS THE “THEORY OF CHANGE?”

TO INPUT

2.

ElizabethHudy

millions of poor children suffer without shoesTHE PROBLEM:

assumptionsif they had shoes, they’d wear ‘em

external factorsunsanitary conditions result in infections

THESIS

wearing shoes will make these children healthier

people want easy ways to help others, especially GenY + GenZ

existing solutions don’t get public support

factual

rational

2.

theoretical

THEORY OF CHANGE

TO INPUT

millions of poor children suffer without shoesTHE PROBLEM:

Philippe DESMEURE

INPUTS

what needs to be invested to make it happen?

consider primary and secondary

HUMAN RESOURCES / TALENT (staff, advisors, mentors, etc.)

FINANCIAL SUPPORT (government, foundation, sponsorship, matching, donations, grants, etc.)

ORGANIZATIONAL TOOLS (board members, surveys, data tracking, etc.)

COMMUNITY CONTRIBUTIONS(partnerships, volunteers, workshops, etc.)

SUPPLIES (equipment, space, materials, transport, etc.)

OTHER (are there any resources unique to your program or the area you serve?)

millions of poor children suffer without shoesTHE PROBLEM:

INPUTS

make low-cost, durable shoes

use a BOGO (buy one, give one) model so that people can give easily

Philippe DESMEURE

primaryearlier it was identified that people want easy ways to help each other, particularly GENY + GENZ

2.

2.

millions of poor children suffer without shoesTHE PROBLEM:

INPUTS

make low-cost, durable shoes

use a BOGO (buy one, give one) model so that people can give easily

Philippe DESMEURE

capitalize with “profit-for-purpose”

primary

secondary

WHAT IS THE “THEORY OF CHANGE?”

TO OUTPUT

3.

millions of poor children suffer without shoesTHE PROBLEM:

INPUTS

make low-cost, durable shoes

use a BOGO (buy one, give one) model so that people can give easily

Philippe DESMEURE

capitalize with “profit-for-purpose”

primary

secondaryTHEORY OF

CHANGE3. giving not

only feels good, it’s good for businessTO OUTPUT

OhNoDoom!

millions of poor children suffer without shoesTHE PROBLEM:

activities participationwhat needs to be done?

who we reach

OUTPUTS

describe the products, services, partnerships needed to succeed

describe the participants including clients and staff, etc.

Identify primary and secondary activities and target audience(s).

Link the two together.

OhNoDoom!

millions of poor children suffer without shoesTHE PROBLEM:

OUTPUTS

make and sell

shoes

activitiesprimary secondary

participation

secondary

primary

OhNoDoom!

millions of poor children suffer without shoesTHE PROBLEM:

OUTPUTS

make and sell

shoes

activitiesprimary secondary

participation

secondary

primary

earlier it was identified that giving not only feels good, it’s good for business + GENZ

3.

3.

OhNoDoom!

millions of poor children suffer without shoesTHE PROBLEM:

OUTPUTS

make and sell

shoes

activitiesprimary secondary

participation

secondary

primary

3.

earlier it was identified that giving not only feels good, it’s good for business + GENZ

produce hyper-local events with “hands-on” opportunities to feel connected to the cause

3.

OhNoDoom!

millions of poor children suffer without shoesTHE PROBLEM:

OUTPUTS

make and sell

shoes

activitiesprimary secondary

participation

secondary

primary

produce hyper-local events with “hands-on” opportunities to feel connected to the cause

fraternities + sororities + students

involve artists and influencers

OhNoDoom!

millions of poor children suffer without shoesTHE PROBLEM:

OUTPUTS

make and sell

shoes

activitiesprimary secondary

participation

secondary

primary

produce hyper-local events with “hands-on” opportunities to feel connected to the cause

fraternities + sororities + students

involve artists and influencers

WHAT WILL LINK THE ACTIVITIES + PARTICIPANTS?

OhNoDoom!

millions of poor children suffer without shoesTHE PROBLEM:

OUTPUTS

make and sell

shoes

activitiesprimary secondary

participation

secondary

primary

produce hyper-local events with “hands-on” opportunities to feel connected to the cause

fraternities + sororities + students

involve artists and influencers

WHAT WILL LINK THE ACTIVITIES + PARTICIPANTS?

visual storytelling

OhNoDoom!

millions of poor children suffer without shoesTHE PROBLEM:

OUTPUTS

make and sell

shoes

activitiesprimary secondary

participation

secondary

primary

produce hyper-local events with “hands-on” opportunities to feel connected to the cause

fraternities + sororities + students

involve artists and influencers

visual storytelling

WHAT IS THE “THEORY OF CHANGE?”

4.

TO OUTCOMES

OhNoDoom!

millions of poor children suffer without shoesTHE PROBLEM:

OUTPUTS

make and sell

shoes

activitiesprimary secondary

participation

secondary

primary

produce hyper-local events with “hands-on” opportunities to feel connected to the cause

fraternities + sororities + students

involve artists and influencers

visual storytelling

biz will grow when

customers are

incorporated into the giving stories

THEORY OF CHANGE

TO OUTCOMES

4.

nicanicasather

millions of poor children suffer without shoesTHE PROBLEM:

OUTCOMES

immediate shifts, easy to observe

short term

intermediatebehavioral changes

long termfundamental social or environmentalshifts

OUTCOMES SHOULD BE “S.M.A.R.T.”(Specific, Measurable, Action-Oriented,

Realistic, Timed)

CONSIDER HOW YOUR OFFERING CAN BE MEASURED BOTH WITH QUANTITATIVE DATA (as NUMBERS) AS WELL AS QUALITATIVE as: • ATTITUDES• BEHAVIORS• KNOWLEDGE / AWARENESS• SKILLS• STATUS

IDENTIFY OVER WHAT PERIOD OF TIME (SHORT, INTERMEDIATE OR LONG)

nicanicasather

OUTCOMES

intermediateincrease in school attendance

long termincrease in overall community wellness

millions of poor children suffer without shoesTHE PROBLEM:

factual

reduced incidents of hookworm

short term

What “facts” are you able to measure as outcomes?

nicanicasather

OUTCOMES

intermediateincrease in school attendance

long termincrease in overall community wellness

millions of poor children suffer without shoesTHE PROBLEM:

public awareness of problems in developing nations

interest in philanthropy and volunteerism

reduce poverty with new crowd-sourced models

rational

factual

reduced incidents of hookworm

short termRationally, what do you predict will also happen?

earlier it was identified that business would grow when participants were incorporated into the giving stories

4.

4.

nicanicasather

OUTCOMES

intermediateincrease in school attendance

long termincrease in overall community wellness

millions of poor children suffer without shoesTHE PROBLEM:

public awareness of problems in developing nations

interest in philanthropy and volunteerism

reduce poverty with new crowd-sourced models

rational

factual

reduced incidents of hookworm

short term

WHAT IS THE “THEORY OF CHANGE?”

5.

nicanicasather

OUTCOMES

intermediateincrease in school attendance

long termincrease in overall community wellness

millions of poor children suffer without shoesTHE PROBLEM:

public awareness of problems in developing nations

interest in philanthropy and volunteerism

reduce poverty with new crowd-sourced models

rational

factual

people will give when it’s:

- easy- affordable- impactful

reduced incidents of hookworm

THEORY OF CHANGE

5.

TO IMPACT

short term

millions of poor children suffer without shoesTHE PROBLEM:

For every pair you purchase,

TOMSwill give a pair to a child in need. ONE FOR ONE.

1.

WHAT IS THE “THEORY OF CHANGE?”

millions of poor children suffer without shoesTHE PROBLEM:

For every pair you purchase,

TOMSwill give a pair to a child in need. ONE FOR ONE.

1.

THE IMPACT:improve lives one for one with better health, education and self-esteem.

Uncalno Tekno

DOES IT WORK?

millions of poor children suffer without shoesTHE PROBLEM:

THE IMPACT:improve lives one for one with better health, education and self-esteem.

Uncalno Tekno

THE PROBLEM:millions of poor children suffer without shoes

THE IMPACT:improve lives one for one with better health, education and self-esteem.

OUTPUTSTHESIS INPUTS OUTCOMES

THE PROBLEM:

THE IMPACT:

assumptionsshoes will alleviate health issues

external factorsunsanitary health conditions exist

INPUTS

activities participation

OUTCOMESOUTPUTS

short term

THESIS

intermediate

VALU

E

EVA

LUAT

ION

long term

millions of poor children suffer without shoes

make low-cost, durable shoes

use a BOGO (buy one, give one) model

produce hyper-local events with “hands-on” opportunities to feel connected to the cause

fraternities + sororities + students

involve artists and influencers

reduced incidents of hookworm

increase in school attendance

increase in overall community wellnessimprove lives one for one with better health,

education and self-esteem.

BUILD A LOGIC MODEL FOR CINDERELLA’S STORY

WHAT ROLE COULD YOUR SHOE COMPANY PLAY FOR THE LIVES OF EACH CENTRAL CHARACTER?

THE PROBLEM:

THEORY OF CHANGE

TO ASSUMPTIONS

WHY?

AS A RESULT:

INTENDED IMPACT:

WHAT?

THE PROBLEM:

assumptionsresearch, observation, trends, etc.

external factorsdetails supporting the solution need

THESIS

factual

ASSUMPTIONS ARE “EDUCATED GUESSES” BASED ON TANGIBLE FACTS OR OBSERVATIONS

EXTERNAL FACTORS AFFECT THE CIRCUMSTANCES OF YOUR POPULATION, SUCH AS GEO-POLITICAL, TECHNOLOGICAL, SOCIO-ECONOMIC, ETHICAL, etc.

ElizabethHudy

THE PROBLEM:

assumptions

external factors

THESIS

factual

rational

2.

theoretical

THEORY OF CHANGE

TO INPUT

THE PROBLEM:

Philippe DESMEURE

INPUTS

what needs to be invested to make it happen?

consider primary and secondary

HUMAN RESOURCES / TALENT (staff, advisors, mentors, etc.)

FINANCIAL SUPPORT (government, foundation, sponsorship, matching, donations, grants, etc.)

ORGANIZATIONAL TOOLS (board members, surveys, data tracking, etc.)

COMMUNITY CONTRIBUTIONS(partnerships, volunteers, workshops, etc.)

SUPPLIES (equipment, space, materials, transport, etc.)

OTHER (are there any resources unique to your program or the area you serve?)

INPUTS

primary

secondaryTHEORY OF

CHANGE2.

3.

TO OUTPUT

THE PROBLEM:

THE PROBLEM:

activities participationwhat needs to be done?

who we reach

OUTPUTS

describe the products, services, partnerships needed to succeed

describe the participants including clients and staff, etc.

Identify primary and secondary activities and target audience(s).

Link the two together.

activities participation

OUTPUTSprimary

secondaryADD INPUT

THE PROBLEM:

THE PROBLEM:

OUTCOMES

immediate shifts, easy to observe

short term

intermediatebehavioral changes

long termfundamental social or environmentalshifts

OUTCOMES SHOULD BE “S.M.A.R.T.”(Specific, Measurable, Action-Oriented,

Realistic, Timed)

CONSIDER HOW YOUR OFFERING CAN BE MEASURED BOTH WITH QUANTITATIVE DATA (as NUMBERS) AS WELL AS QUALITATIVE as: • ATTITUDES• BEHAVIORS• KNOWLEDGE / AWARENESS• SKILLS• STATUS

IDENTIFY OVER WHAT PERIOD OF TIME (SHORT, INTERMEDIATE OR LONG)

OUTCOMES

short term

intermediate

long term

rational

factual

4.THEORY OF CHANGE

5.

TO IMPACT

THE PROBLEM:THE PROBLEM:

THE PROBLEM:

THE IMPACT:1.

DOES IT WORK?

THANK YOU!

INFO@PEERSPRING.COM

A HEALTH BLOG

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