The purpose of this guide is to help organizations create a framework for developing strategies, building partnerships, planning interventions, gathering evidence of success or failure and, most importantly, analyzing and learning from this evidence through open dialogue among constituents and stakeholders who have a real interest in change.

1Step 1
Whose Voices Matter

• The first step in planning a system for learning with constituents is to identify those groups whose voice matter most.

• Organizations need to balance between upwards accountability to donors, horizontal accountability to partners, and downward accountability to those who are most directly affected by the organization.

• It is important for an organization to analyze and understand their constituents.

2Step 2
Feedback Surveys

• Surveys should be designed in collaboration with key constituents, clearly stating the goals and objectives of the survey.

• Pre-testing the survey with respondents can help gauge whether it is a good fit with the targeted audience.

• Indicate in the survey document how you propose to use and publish the results of the survey. It is a good practice to make an up front commitment to share results with those who contribute to it.

3Step 3
Formal Dialogue Process

• There are three online resources organizations can use to depend their capabilities for effective stakeholder dialogue: Generative Change Community – Generative Dialogue, Mapping Dialogue – The Dialogue Project, and Wageningen University Resource Portal on Participatory Learning Methodologies.

• An appreciative dialogue format may be helpful to get constituency feedback on the theory of change and strategy.

4Step 4
Personal Stories and Journals of Change

• Personal stories can help facilitate discussion and help people reflect on their stories, to ask their own questions, and to develop their own theories from their experiences.

• These reflections can be integrated into the learning framework, and adjusted to reflect community perspectives.

• Keeping a journal is a way of recording evidence of success, important insights and reflections on successes and problems that you encounter in your day to day work.