Strategic guidance

Objective tree

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Aim of the tool
It provides a vision of a future, improved situation.

When to use it?
Carried out after doing the problem analysis using the problem tree tool

Digital tools for M&E

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Aim of the tool 
There are some differences between the various kinds of digital tools out there, but in general, they aim to facilitate collaborative data collection, analysis, visualisation and/or sharing. 

When to use it? 
These tools may be especially useful when project staff and stakeholders are spread across the world. 

Tool for thought or tool for action? 
Tool for thought and for action

Task analysis checklist

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Aim of the tool
To help identify the roles of stakeholders

When to use it?
It is used when you want to explore the different roles stakeholders could play in future interventions

Inferred mapping

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Aim of the tool
To help identify stakeholders and help determine their influence and willingness to support the intervention

When to use it?
This tool is useful at the beginning of an intervention but can also be used for an evaluation

Social network analysis (SNA)

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Aim of the tool
To structure relationships, collaboration, information flows. You can look at one point in time and compare it with another

When to use it?
This tool can be used at the beginning of an intervention process. It can also be used for evaluation purposes. Roles of stakeholders may change over time, and this means that you will have to update your stakeholder analysis.

Power-Interest grid for stakeholder participation

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Aim of the tool
To be able to prioritize your stakeholders; it helps you know who the supporters and detractors of your intervention are

When to use it?
This tool can be used when you want to know how to strategically work with your stakeholders

Political analytical tool (PAT)

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Aim of the tool
PAT helps you to deepen your understanding of a particular context in terms of the politics, the social and political structuring, and the historical context. It helps you to visualise political/power relationships in networks.

When to use it?
This software can be used on existing intervention processes where historical analysis is relevant. It is less suitable for participatory workshops, but it can help to validate the diagram made by participants.

Venn diagram

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Aim of the tool
To illustrate the extent to which individuals, organisations, services and interventions interact or overlap with each other, their importance and relationships with each other

When to use it?
To be used when you want to understand the relationship between your intervention and other stakeholders as well as their relationships and importance relative to each other. You can use this during M&E to see changing relationships

Institutional analysis

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Aim of the tool
To analyse the institutions that have a bearing on the core issue of your intervention

When to use it?
This tool is particularly useful at the start of the intervention and when the issue of strategies for change is raised

Scenario Analysis/Planning Tool

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Aim of the tool 
Make participants think about possible futures, as well as stimulate creative and forward thinking.

When to use it?
Situation analysis and planning