How specific should we be when choosing sub-themes?

Guidelines for selecting appropriate sub-themes for your Theory of Change.

Last updated: March 8, 2025

Selecting Meaningful Sub-Themes

Focusing on Real Change

Guidance for selecting sub-themes that accurately reflect the specific work and measurable changes needed in your project.

Selection Principles

1

Quality Over Quantity

Focus on selecting a few meaningful sub-themes rather than many general ones. A targeted approach allows for:

  • More focused project design and implementation
  • Clearer measurement of progress and impact
  • Better alignment with stakeholder priorities
  • More effective resource allocation
  • Stronger communication about project goals
2

Specificity Matters

When selecting sub-themes, prioritize those that:

  • Directly connect to tangible activities in your project
  • Reflect concrete changes you can measure
  • Address specific stakeholder needs and priorities
  • Contribute clearly to your primary objectives
  • Have practical relevance to your project context

The most effective sub-themes connect directly to your Theory of Change and help bridge the gap between broad domains and specific project activities or outcomes.

Evaluating Sub-Theme Relevance

1

Reality Check Questions

For each potential sub-theme, ask:

  • Does this represent actual work we will undertake?
  • Can we identify specific activities that advance this sub-theme?
  • Is this addressing a real need expressed by stakeholders?
  • Do we have the expertise and resources to work on this?
  • Will progress in this area contribute meaningfully to our goals?
2

Evidence-Based Selection

Ground your sub-theme selection in:

  • Baseline assessment findings
  • Stakeholder consultation feedback
  • Previous project experience and lessons
  • Scientific or technical understanding of local contexts
  • Documented barriers or enablers of success

Avoid selecting sub-themes simply because they sound impressive or align with funding trends. Focus on areas where your project can genuinely create measurable change.

Sub-Theme Alignment

1

Connecting to Broader Domains

Ensure each sub-theme:

  • Clearly links to one or more main domains
  • Represents a specific aspect of that domain
  • Breaks down complex issues into manageable components
  • Creates a logical pathway to higher-level outcomes
  • Maintains coherence with overall project goals
2

Cross-Cutting Considerations

When finalizing sub-themes, consider how they:

  • Complement and reinforce each other
  • Create synergies across different domains
  • Address multiple stakeholder priorities simultaneously
  • Balance short-term and long-term objectives
  • Contribute to sustainability beyond the project

Map your selected sub-themes visually to show their interconnections and identify potential gaps or overlaps before finalizing your selection.

From General to Specific

1

Refining General Themes

Transform broad themes into specific sub-themes:

Instead of Select
"Improving forest management" "Community-based forest monitoring systems"
"Enhancing livelihoods""Developing sustainable non-timber forest product enterprises"
"Building capacity""Training in conflict resolution for resource management committees"
"Gender inclusion""Women's leadership in decision-making bodies"
"Benefit sharing""Transparent carbon revenue distribution mechanisms"
2

Testing Specificity

A well-defined sub-theme should:

  • Be specific enough to guide concrete activities
  • Be general enough to encompass multiple related actions
  • Allow for meaningful indicator development
  • Be understandable to all stakeholders
  • Connect to observable or measurable changes

The right level of specificity allows you to develop clear theory of change pathways while maintaining flexibility in how activities are implemented across different contexts.

Stakeholder-Centered Selection

1

Prioritizing Stakeholder Voice

Ensure sub-themes reflect:

  • Priorities explicitly stated by stakeholders
  • Barriers they identify to successful participation
  • Opportunities they see for meaningful change
  • Cultural and contextual realities they experience
  • Their definitions of project success
2

Differentiated Selection

Consider developing different sets of sub-themes for:

  • Different geographic areas within your project
  • Various stakeholder groups with distinct needs
  • Different phases of your project timeline
  • Varying levels of governance or implementation
  • Different ecological or social contexts

Avoid imposing externally-defined sub-themes that don't resonate with local stakeholders. The most successful projects build on locally-identified priorities even when these differ from initial project assumptions.

Measurable and Actionable

1

Outcome Orientation

Choose sub-themes that:

  • Connect to observable changes in practice, policy, or condition
  • Can be tracked through defined indicators
  • Have a clear "before and after" element
  • Enable assessment of progress over time
  • Allow attribution to project interventions
2

Action Alignment

Ensure selected sub-themes:

  • Connect directly to planned project activities
  • Represent areas where you have implementation capacity
  • Align with available expertise and resources
  • Can be advanced through realistic interventions
  • Build on existing momentum or opportunities

For each sub-theme, try to articulate a simple "change statement" that captures what will be different as a result of your work in this area. If this is difficult to formulate, the sub-theme may be too vague.

Adaptive Selection Process

1

Initial Selection

Begin with:

  • A broad scan of potential sub-themes based on project scope
  • Initial stakeholder consultation and baseline assessment
  • Consideration of prior experience and lessons learned
  • Analysis of contextual factors and opportunities
  • Review of available resources and capacities
2

Refinement Cycles

Improve selection through:

  • Iterative stakeholder feedback and validation
  • Pilot testing of measurement approaches
  • Periodic review and adjustment based on implementation
  • Documentation of sub-theme effectiveness
  • Learning and adaptation throughout the project

Sub-theme selection is not a one-time event. The most effective projects regularly review and refine their sub-themes as they learn from implementation and as contexts evolve.

From Selection to Implementation

Effective sub-theme selection leads to:

  1. Clearer project design with targeted interventions
  2. More meaningful engagement with stakeholders
  3. Better measurement of progress and impact
  4. More focused resource allocation to priority areas
  5. Stronger learning throughout implementation

After selecting your sub-themes, immediately begin developing specific indicators for each one. This process will test whether your sub-themes are sufficiently concrete and may lead to further refinement.

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