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Upcoming action-learning journey: Accra, Ghana @ May 18, 2025

Templates & Assets

Our evaluation framework is supported by a suite of practical templates and assets designed to make the co-creation process accessible and effective. These resources provide structure while allowing for contextual adaptation, ensuring that evaluation remains both rigorous and relevant to the specific community.

Baselining Canvases

Multi-Capital Mapping Canvas

This collaborative Miro template helps participants identify and prioritize relevant capitals:

  • Capital Identification Section: Space for brainstorming all forms of capital present in the system

  • Prioritization Matrix: Tool for selecting 5-7 most relevant capitals to track

  • Capital Definition Cards: Templates for defining each selected capital in context-specific terms

  • Relationship Mapping: Visual tool for identifying connections between different forms of capital

Aspect Development Canvas

This template guides the co-creation of evaluation aspects:

  • Valued Activities Section: Space to identify key activities that generate value

  • Selection Criteria: Framework for prioritizing 5-7 key aspects

  • Indicator Development: Template for creating 2-3 observable indicators per aspect

  • Aspect-Capital Matrix: Tool for mapping how each aspect relates to different capitals

Five Spheres Baseline Template

This document helps establish the starting conditions across systemic spheres:

  • Sphere Description Prompts: Guided questions for describing current conditions

  • Evolution Indicators: Framework for identifying signs of change in each sphere

  • Interconnection Mapping: Tool for understanding relationships between spheres

  • Visual Documentation: Space for images, diagrams, or other visual representations

Reflection Survey Forms

Daily Reflection Template

Structured format for daily participant reflections:

  • Morning Intention: “What forms of capital do you hope to generate today?”

  • Evening Reflection: “What flows of value did you experience today?”

  • Capital Flow Tagging: Dropdown menus for source, type, direction, and intensity

  • Narrative Space: Open field for qualitative reflection

Activity Debrief Template

Form for capturing insights after significant activities:

  • Activity Description: Brief overview of what happened

  • Capital Generation: Structured fields for identifying capitals mobilized

  • Unexpected Outcomes: Space for noting emergent or surprising results

  • Follow-up Questions: Prompts for deeper reflection on specific aspects

Field Visit Reflection Guide

Specialized template for immersive experiences:

  • Contextual Observation: Prompts for place-based insights

  • Cross-Context Comparison: Framework for comparing different environments

  • Embodied Learning: Questions about physical and experiential dimensions

  • Cultural Immersion: Reflections on cultural context and its influence

Attribution/Peer-Recognition Templates

Peer Capital Attribution Card

Digital or physical card for acknowledging value received from others:

  • Recipient Field: Who provided the value

  • Capital Type: What form of capital was shared

  • Aspect Connection: Which valued activity this relates to

  • Impact Description: How this contribution made a difference

  • Intensity Scale: 1-5 rating of the significance of the contribution

Team Capital Flow Tracker

Collaborative document for tracking capital flows within teams:

  • Team Member Matrix: Grid showing exchanges between team members

  • Capital Type Coding: Color-coding system for different forms of capital

  • Weekly Summary: Space for synthesizing patterns and insights

  • Adaptation Ideas: Section for suggesting ways to enhance capital flows

Community Attribution Network

Visual tool for mapping capital flows across the broader community:

  • Network Visualization: Interactive diagram showing connections

  • Capital Flow Arrows: Directional indicators of value exchange

  • Intensity Weighting: Visual representation of flow significance

  • Temporal View: Option to see how flows change over time

Sense-Making Workshop Agendas

Mid-Program Evaluation Workshop (90 minutes)

Structured agenda for collective sense-making:

  1. Data Walk (20 min): Exploring visualizations of capital flows

  2. Aspect Review (20 min): Discussing relevance and patterns for each aspect

  3. Gap Identification (15 min): Identifying missing elements in the framework

  4. Framework Refinement (25 min): Adjusting the evaluation approach

  5. Role Reallocation (10 min): Updating evaluation responsibilities

Final Sense-Making Workshop (120 minutes)

Comprehensive agenda for synthesizing insights:

  1. Journey Timeline (20 min): Mapping key moments and capital flows

  2. Pattern Harvesting (25 min): Identifying significant patterns and themes

  3. Sphere Evolution Dialogue (25 min): Discussing changes across the five spheres

  4. Impact Storytelling (30 min): Crafting narratives about value generation

  5. Future Adaptation (20 min): Planning how to apply insights going forward

Facilitator Debrief Template

Guide for evaluation team reflection:

  1. Process Review: Assessing what worked and what didn’t in the evaluation process

  2. Tool Effectiveness: Evaluating the utility of different evaluation tools

  3. Insight Quality: Reflecting on the depth and usefulness of generated insights

  4. Participation Patterns: Analyzing engagement with the evaluation process

  5. Adaptation Recommendations: Suggesting improvements for future iterations

These templates and assets provide a comprehensive toolkit for implementing our evaluation framework, offering enough structure to ensure consistency while remaining flexible enough to adapt to the unique context of each action-learning journey.

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Practices