• Tool 4a: Characterizing the Change

    Purpose: Summarize the change from your program, breaking down end benefits into performance measures – either qualitative and quantitative measures or good proxies.  Refer to: Tool 2a, Tool 3a, Tool 3b Used in: Tool 4b

  • Tool 3b: Means and ends benefits

    Purpose: Organize your benefits into “means” and “ends” benefits, considering the immediate “means” benefits that are linked to the pathway of how the long-term “ends” benefits are achieved.  Refer to: Tool 2b, Tool 3a Used in: Tool 4c In the context of community-based water monitoring, activities, means, and ends represent…

  • Tool 3a: Identify Change – Program Benefits

    Purpose: Translate the program objectives and activities into actual benefits, forming the core messaging of your Case for Investment and establishing the analytical framework for your ROI calculation. Refer to: Tool 2a Used in: Tool 4a Use the following questions to brainstorm ideas and list your thoughts. You can use…

  • Tool 2b – Activity cost analysis

    Purpose: Develop the full scope of activities performed by listing the costs for each activity and the appropriate allocation of effort and focus.  Used in: Tool 3a, Tool 4a

  • Tool 2c – CBWM self-evaluation checklist

    Purpose: Assess the quality and readiness of your CBWM program and data for decision-making. Instructions: Score each item based on the criteria provided. Use the point values to calculate your overall readiness and identify areas for improvement.

  • Tool 2a – Defining inputs

    What are you evaluating? Purpose: Capture the operational details of your CBWM program, focusing on your program objectives, activities, and inputs. Refer to: Tool 1a  Used in: Tool 3a, Tool 4a Describing CBWM activities This tool is designed to capture the operational details of your CBWM program, focusing on what…

  • Tool 1c – Case for Investment work plan and budget template

    Purpose: Create a work plan and budget for your Case for Investment analysis to stay on track and allocate resources effectively.   Used in: Can be referred to throughout the process to direct and reallocate resources as necessary in each step.   Your actual budget may vary depending on location, project scale…

  • Tool 1b –  The “Who” matrix

    Introduction Engaging Stakeholders for a Meaningful Case for Investment Identifying the right stakeholders is critical to the success and impact of your Case for Investment. These include funders, local communities, policymakers, and others directly or indirectly affected by your program. By focusing on those most impacted, you can ensure the…

  • Step 3 – Identify and characterize net costs and benefits

    In this step, you will: Elicit values and identify what matters to those affected by the CBWM programs to understand the positive benefits and adverse impacts. For this step Resources required Interviews, focus group sessions, and workshops with knowledgeable, involved and affected parties such as CBWM volunteers, donors, community members,…