The scale up toolkit

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The toolkit includes four tools to be used at the planning stage: Behavioural prioritisation frameworks for picking the right behaviour, Feasibility testing frameworks to help pick feasible interventions, Prioritisation frameworks for picking the optimal type of intervention, and; Template and context mapping frameworks to help designing the optimal intervention

It includes one tool for use at the piloting stage: assumption testing frameworks for pilot-testing and de-risking interventions.

All tools have associated explainer videos and templates developed in Google Sheets.

How should you use these tools?

• All tool are intended as minimum viable products: good enough to start with and improve on
• They are not a mandatory set of steps; scale up has many different entry points so you might enter the process at very different stages.
• Similarly, the tools are flexible, not fixed. Different projects have different tradeoffs; some seek speed at the cost of rigour and some seek lower costs at the cost of quality.

Tool #3: Picking a scalable intervention

When to use this tool

• You want to know which interventions are most likely to scale

What you need for this tool

• One or more feasible interventions

What you get from this tool

• Insight into the potential scalability of your intervention
• Insight into trade-offs between interventions‍

Notes

• We suggest doing the feasibility and scalability assessments separately. The feasibility assessment is quicker and easier than the scalability assessment. Where therefore recommend that you use it to quickly whittle down options before you invest more effort to develop these interventions and assess their scalability. However, both assessments can also be combined - we have started developing a combined tool to do this - please view and evaluate here.

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Use Tool #3: Picking a scalable intervention

Download a PDF guide for this tool

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Tool #4: Designing the optimal intervention

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When to use this tool

• Need to adapt an existing intervention to your local context, but not sure how
• Need to design a novel intervention based on BI principles and want to build on the most similar prior work

What you need for this tool

• A planned intervention
• A related intervention in a different context

What you get from this tool

• A detailed design plan for your intervention
• Explicit assumptions, risks, and gaps in knowledge for testing‍

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Notes

• In our view, it is rarely the case that there isn't related prior work that it would be best to learn from, however in such cases you may benefit from considering how to use reviews, surveys and focus groups to understand the target audience and their barriers and drivers for behaviour.
• You can use prior work to inform your intervention alongside other diagnostic/intervention development approaches such as surveys and interviews - this is almost certainly the best option if viable. We don't mention this here as it seems less commonly overlooked that the possibility of building on other work.
• You may need to revert back to reconsider feasibility and scalability options as you develop your intervention.

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Use Tool #4: Designing the optimal intervention

Download a PDF guide for this tool