How to update and revise your Theory of Change as your project evolves.
Understanding when and how to update your Theory of Change to reflect learning, changing contexts, and evolving strategies.
Your Theory of Change is designed to evolve:
The platform supports this evolution:
You can update your Theory of Change at any time. Significant updates will require a new review and approval cycle to ensure accuracy and traceability.
Small changes that don't alter the fundamental approach:
Substantial changes that modify core elements:
When considering whether an update is minor or significant, ask yourself: "Does this change how we understand what we're doing, why we're doing it, or how we think change will happen?" If yes, it's likely a significant update requiring review.
Scheduled opportunities to consider updates:
Situations that may prompt unscheduled updates:
While updating is important, avoid excessive changes that create instability or confusion. Aim for a balance between responsiveness to new information and maintaining consistent direction in your work.
Before making changes, document:
Follow these steps when implementing changes:
For minor updates, the review process may be abbreviated. However, significant changes will go through the full review and approval workflow to ensure quality and alignment.
The streamlined process for small changes:
The full process for substantial changes:
When initiating a significant update, schedule a consultation with your LEVEL Account Manager first. They can provide guidance on the review process, highlight potential compliance implications, and help you plan for a smooth transition.
Practices for effective handling of multiple versions:
Addressing reporting needs when changes occur:
When making significant changes to outcome pathways or indicators, consider the implications for your ability to demonstrate progress over time. Where possible, maintain comparable measurement approaches or document clearly why and how measurement approaches have changed.
The update process itself creates valuable learning:
The history of your Theory of Change updates tells an important story about your learning and adaptation. This narrative can be as valuable as the current version, demonstrating how your understanding of change processes has evolved based on experience and evidence.