How to build a DoView model for strategic planning and impact measurement

DoView - powerful, easy to use, software that has enabled thousands of organizations in 40+ countries to build visual models for their programs.

* The example used here is of a National Water Systems and Climate Change Office, it is based on the  Lessons from the IPCC SREX Water Report (Special Report on Managing the Risks of Extreme Events and Disasters to Advance Climate Change Adaptation). Download a template for this particular example from here.

A. Strategic planning

1. Build a visual DoView model of your program

2. Prioritize within your visual model

3. Work up a list of projects

4. Link projects to the boxes they're focused on and check for line-of-sight

5. Add whatever other pages you want (e.g. on project management and administration)

B. Impact measurement

1. Build a visual DoView model of your program (if you haven't already for strategic planning)

2. Put indicators onto your visual model

3. Put evaluation questions onto your visual model

4. Work up monitoring and evaluation projects to measure indicators and evaluation questions

5. Add whatever other pages you want

6. Report back your monitoring and evaluation results directly onto your DoView (and feed into next round of strategic planning).


A. Strategic planning

1. Build a visual DoView model of your program

Any DoView has an overview page and a number of drill-down pages. See a webpage example version here. Tips for drawing DoViews here.

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2. Prioritize the boxes within your visual model

The boxes below have been prioritized - A, B, C. BAU (Business As Usual can also be used) for the next planning period (e.g. a year).

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3. Work up a list of projects - what are you are actually going to 'do'?

Put in a box for each project, activity (or whatever you call the things you are actually going to do).

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4. Link projects to the step(s) they're focused on and check for line-of-sight

Link projects to the boxes they're focused on using DoView's easy cross-page linking. The number of projects focused on each box will show as the small count number at the bottom of each box. Below is a full DoView line-of-sight.

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5. Add any other pages to your visual strategic plan

E.g. slides with bullet points; information on the way the program will be managed; risk management.

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B. Impact measurement

1. Build a DoView visual model of your program (if you haven't already for strategic planning)

See point A1 above.   

2. Put indicators onto the visual model

Put indicators next to the boxes they measure and see what you are, and are not, measuring. There'll not always be an indicator for every box.


3. Put evaluation questions onto your visual model

Identify your high-level IMPACT evaluation questions (on the right) in contrast to your lower-level IMPLEMENTATION evaluation questions (on the left). 


4. Work up monitoring and evaluation projects (M&E) to measure indicators and evaluation questions 

Keep track of your indicators and evaluation questions shown on these project pages by clicking on them to see where they 'live' with the visual DoView (copy and paste them as 'clones'). Want to get more technical? Use Duignan's Impact Evaluation Feasibility Check to identify feasible impact evaluation designs more.


5. Add any other pages to your impact measurement (M&E) plan

Keep all your work in the one DoView file rather than in many different presentation and other files which you have to keep updated.


6. Report back your monitoring and evaluation results directly onto your DoView (if you wish)

See your M&E results in the context of what it is that your program or organization is trying to achieve. Feed this into the next round of DoView Visual Strategic Planning (Steps A1-5 above).


Further Resources

Download the DoView free trial now.

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