Understanding systems

Planning phase

Ask questions like:

• “Who needs to make these changes?
• Who has the power?”
• Consider using systems mapping to understand the area.
• Complete the Scaling Assessment Map

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Policy and government contexts

Planning phase

• Use something like the Rapid Framework to understand the role of relevant actors and activities in achieving your aims
• Identify 'policy windows' within the political cycle
• Seek 'Kairos': the key time to act
• Identify and communicate goal interdependence to relevant groups to drive desired behaviour

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Coordination

Planning phase

• Understand and and plan to maximise collaborative capacity.
• Identify and communicate goal interdependence.

Implementation phase

• Maintain and maximise collaborative capacity and goal interdependence

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Executing scale up effectively

Planning phase

• Set goals using approaches such as SMART.
• Create and communicate accountability for achieving these goals.
• Co-design interventions with the implementation partners and end-users
• Create shared sense of ownership
• Reduce risk that you fail to understand the implementation domain or other key considerations

Implementation phase

• Use appropriate project management tools (e.g., Asana, Trello) to manage the collaboration

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Monitoring and evaluating

Planning phase

• Identify the key metrics
• Track financial and non-financial measures
• Track cost effectiveness (e.g., cost-per-conversion)
• Pick a good way to measure your metrics

Piloting phase

• Test metrics, capture and evaluation during the pilot phase
• Conduct a process evaluation to identify weaknesses in the process

Implementation phase

• Monitor performance at predetermined points

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Other useful tools for scale up

• The scaling scan - "used with a group of key stakeholders to get a joint understanding of what scaling means in their context, and to identify bottlenecks and strengths "
• A Premortem - "a managerial strategy in which a project team imagines that a project or organisation has failed, and then works backward to determine what potentially could lead to the failure of the project or organisation". This can be used to identify assumptions to test.

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