• Step 4 – Measure the changes

    In this step you will: After identifying the benefits, this step will help you characterize and measure the degree of change you can attribute to your program so you can communicate the level of benefits your program provides. You do this by establishing performance measures for your program. For this…

  • Step 2 – Understand the context

    In this step, you will: Define what is being valued and establish CBWM program objectives, inputs, structure and activities. Resources required Staff capacity for desktop research and review.Interviews and workshops with directors, program managers, coordinators, supporters, and volunteers, both past and present. Information regarding program costs. Expected outcomes List of…

  • Step 5 – Value the changes / benefits

    In this step, you will: Establish the relative importance of the changes from the perspective of those affected. This step helps to determine the relative value of the benefits or changes that you identified matter the most to people, using a method called swing weighting.  For this step Resources required…

  • Step 6 – Calculate the overall return on investment

    In this step you will: For this step: Resources required: Refer to the attribution values defined in Tool 4b and the well-defined dollar measure identified in Tool 3a to translate, into dollar terms, the value of change. Calculating the overall value generated is done through a simple formula; a calculator…

  • Step 7 – Validate results

    In this step you will: For this step: Resources required: Prepare a written report with summaries for each participating community, capturing the validated results. Share these at conferences, community forums, and organizational meetings. Expected outcomes: Verified alignment between predicted outcomes and actual achievements, with insights on sustaining and scaling CBWM…

  • Step 8 – Communicate

    In this step you will: Synthesize the program evaluation and present key findings. This step synthesizes the results of your Case for Investment analysis, presenting key findings in qualitative, quantitative, and financial (dollar) terms. It also gives guidance on how to make the most out of all your hard work,…

  • How to use this toolkit

    To work with the Guidebook, follow each step as it’s laid out. You’ll find worksheets and links to extra tools and resources that will help you through the process. After undergoing  all the steps and gathering your information and outcomes, you can compile them into a  Case for Investment Report. …

  • Step 1 – Case for investment project scoping

    In this step, you will: Resources required Staff capacity for desktop research and review. Meetings and interviews to review the worksheet and questions with coordinators and supporters. Expected outcomes Established scope, estimation of budget. Tools Scoping the case for investment (Tool 1a)The “Who” matrix (Tool 1b) Workplan and budget (Tool…