Mosaic is super excited to announce our in-person or online workshop for organizations which we can customize for your organization and staff training. For the past three years Mosaic has offered to the international community The Essentials of Results-based Management (RBM) and Theory of Change in a Changing World. We have also customized this training for Universities Canada and the Canadian Red Cross and dozens of organizations for in-person workshops in the past.
We invite you to read on and learn about how we can customize the workshop to meet your staffing needs. The workshop covers six topics: 1) RBM Essentials, 2) The Logic Model, 3) Performance Measurement Framework, 4)The Theory of Change, 5) Risk Management and 6) Results-based Reporting (You may choose all six or a selection of individual sessions depending on your needs and in discussion with our team).
Feel free to contact us for more information at
613-728-1439. Ask for Francoise Coupal.
Here is a checklist to help you determine your participation:
- Can your staff work effectively inperson, online and/or remotely with your teams in a team-based & participatory fashion?
- Do your staff understand and know how to apply RBM in the programme/project cycle: in design, implementation, monitoring, evaluation and reporting?
- Can staff write a succinct theory of change or prepare a results based report?
- Do your staff know how to address COVID-19 and future disruptions/crises in their programme design, response and implementation ?
If you & members of your team answered uncertain or no, it might be an opportune time to upgrade their skills with the Workshop: The Essentials of RBM and Theory of Change in a
Changing World facilitated in-person or via Zoom.
Also, would you be willing to share the info below with your colleagues and networks? We’d be grateful if you could help spread the word.
Take a step and join us in this adventure into remote digital collaboration and get inspired for the future of your work!
Recent testimonials of our online workshops include:
"What a valuable, challenging and rewarding course I just completed! Immense learning, unlearning, sharing and exchange of diverse and rich experiences. Key takeaways for me: keep on, keeping on! Results Based Management (RBM) is a very iterative process! It's about the journey more than the destination! No black and white but this comes with all fifty shades of grey which we must learn to blend, tweak and adapt in this new world where uncertainty is the only certain piece! Kudos to the facilitators.
Sonali Ruparelia, Rabobank, Kenya"
"The RBM Workshop definitely met my expectations. The content was excellent, the facilitators engaged very well with us, and gave me very useful knowledge to apply to my job, and share with my team."
"The RBM workshop was well planned and executed. Technical tools that were introduced are great assets to create and manage logical frame works. The team of instructors are experts in their fields and cover all important points."
"The course was very effective in solidifying my knowledge in RBM. The hands-on learning experience was definitely a value add, along with the technical expertise of the trainers. I would definitely recommend this course to anyone interested in learning more about RBM, regardless of their level of awareness."
-Aditya, Strategic Partnerships and Funder Relations, CAWST"
These sessions can be organized either 1) in-person in 3 days or 2) up to 6 online sessions with each session approximately 3.5 hours in length. In these online/in-person sessions, we will show your staff how to:
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DEVELOP a systems thinking approach around RBM;
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APPLY RBM at an organizational, programme and/or project level;
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DESIGN a Logic Model and Performance Measurement framework using in person participation tools and methods or use a free, online software and participatory format that you can apply in the workplace with your teams;
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DEVELOP and EXPLAIN the Theory of Change behind your logic model;
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ADAPT your program design and performance measurement plans in light of COVID-19 & other major disruptions;
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MASTER RBM online digital tools in the workplace in an interactive & participatory way with your stakeholders (for online sessions) ;
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WRITE a Results-based Report.
Customizing your Workshop
Mosaic has an established track record in offering engaging workshops on Results based Management and Theory of Change to varied audiences in the North and South. We have also customized workshops for various organizations with small and large staff teams.
Six sessions are currently part of the RBM online repertoire: RBM Essentials, The Logic Model, Performance Measurement Framework, The Theory of Change, Risk and Results-based Reporting. Clients may choose all six or a selection of individual sessions depending on needs and in discussion with us.
Or your organization may decide to hold 3 day in-person workshops described below.
Regardless of the format, the customized workshop can be geared for all levels of learners - from beginners, those with a basic understanding of RBM to those who are more advanced. Inquire about our RBM self-audits and post workshop coaching as options to include in your package.
Why Should You Arrange for a Customized Workshop
These workshops will help your organization & staff to more effectively design, monitor and evaluate your programs using RBM. This Zoom or in-person comprehensive workshop will focus on five key tools used in project management and implementation: the Logic Model, the Theory of Change, the Performance Measurement Framework, Risk Management, and Results based Reporting.
You will deal with COVID-19 & Climate Change impacts in real time to help you retool, retrofit and adapt current and future programmes to better respond to short and long term shocks, stresses and uncertainty like COVID-19, Climate Change or major disruptions.
We will focus on real time case studies drawn from workshop participants to learn the essentials of results-based management & theory of change. This can be an opportunity to get support in preparing a real project/program proposal. Together we will also reflect on the challenges & opportunities of COVID-19 & Climate Change for your programme.
You will also learn how to use new online technologies to work in teams remotely in a participatory and inclusive way.
Take a step and join us in this adventure into remote digital collaboration and get inspired for the future of your work!
Who Will Be There?
This workshop is designed for staff:
- Decision-makers who want to refresh & deepen their understanding of RBM & the Theory of Change and boost their strategies and skills to steamline RBM into their organization, adapt their RBM systems, make critical decisions on organizational policy, resource allocations, and move forward in terms of sustainable development and the SDGs.
- Programme and Project Officers & Managers who work with different stakeholder groups at government, intermediary or community levels and apply RBM on an ongoing basis, mentor or train others on RBM applications, and are involved in project design, monitoring and evaluation;
- Staff who want to broaden their repertoire of RBM tools & methods and retool using online/in-person platforms that are participatory and interactive.
What Results To Expect
You can expect some of the following results:
- alignment with your management tools;
- greater strategic coherence from the vision and mandate to expected results at the programme and project level;
- real time case studies drawn from your organization to learn the essentials of results-based management & theory of change;
- applying concrete tools (Logic models, Performance Measurement Frameworks, Risk Mitigation Strategies, Results-based Reports) that include examples relevant to your organization;
- an opportunity to update, retool and adapt your initiatives to COVID & climate change concerns;
- team building between staff in different locations and time zones.
If you provide a case study of a project currently in the design stage, the project team will also benefit from support in its project design.
Depending on the format you choose (online or in-person), your organization will also be introduced to either 1) in-person tools for RBM or 2) online remote software (e.g. ZOOM, Jamboard, and/or google docs among others) that you will use in your group work and that you can continue to use in your workplace.
The hands-on, participatory and practical approach used by Mosaic in its face-to-face workshops are also embedded in its remote workshops to ensure that you learn by doing and that the training are practical and ready to use in the workplace.
Workshop Agenda
This workshop agenda gives you can idea of the RBM topics that are covered in a three day workshop or a six session online workshop.
3 day RBM In-person workshops:
This three-day workshop begins at 8:30 (except for the first day with registration at 8:15) and runs all day until 5:30. There will be a combination of presentations with small group work, case studies and application at the individual and group level to solidify your learning.
Day 1: Moving Beyond the Basics of RBM
- Registration at 8:15 a.m.
- Reviewing the Basics of RBM: Theory, Concepts and Tools
- Mental Model of a Performance Management System
- Aligning Strategy with Programme and Project Results
- Fine-tuning the logic model at the organizational, programme and/or project level
- Developing the logic model for your project or programme based on case studies proposed by participants of the workshop
5:30 pm Social Hour at Father and Sons
2: Monitoring & Evaluation Tools and Systems
- Developing your Theory of Change narrative
- Performance Measurement Frameworks (PMF)
- The Performance Dashboard: ensuring you are not developing an M&E monster
- Defining baseline, indicators and targets
- Collecting and Analyzing Data and Adjusting along the Way
- PMF Clinic for your organization and programme
Day 3: Risk Management and Results-based Reporting
- Risk Mitigation and Risk Residual
- Results-based Reporting; Moving beyond Activities
- Preparing and telling the Performance Story
- Challenges and Limitations to RBM
- Evaluation
- Certificates
Workshop finishes by 5:00 pm.
Option: Post workshop coaching available
Online Workshop:
This remote online workshop is organized with a 2.5 hour orientation sessions + six 3.5 hour sessions which go from 9:00-12:30 AM EST or 12:30 PM EST-16:00 PM EST (New York time) with the exception of the Orientation Session which lasts 2.5 hours.
Sessions may be recorded to allow for people to reinforce their learning or take in the recording as needed. The workshop uses a secure Zoom platform (password protected) and other online platforms (e.g. Kinaki or Google docs among others) to ensure sessions are interactive and practical.
The following describes the Preworkshop Orientation and six sessions. Organizations may select all or different sessions that typically involve some customization of the content depending on organizational needs.
2.5 hour Preworkshop Orientation Session: Intro/ice-breaker/team-building, expected learning result, group agreement, methodology and orientation to using Zoom & Google docs controls during the sessions, selection of case studies and team recap sessions.
Session 1: RBM Essentials and Beyond
Reviewing the Basics of RBM: Theory, Concepts and Tools
Impact of COVID-19 and major disruptions on the Programme Cycle and how we design, monitor and evaluate
Small Group Discussion: What strategies has your organization or programme adopted to face a changing world (pandemics, wars, climate change)?
Challenges and Opportunities presented by a changing world
The Logic Model: What, Why and How + Anatomy and Levels of Results
Session 2: Logic Models
Developing realistic & sound results
Building in transformational results & intersectionality early on
Group Exercise: Designing a Logic Model in Google Docs (free online tool and collaborative software) using a case study
Homework: In light of COVID and major disruptions you might be experiencing, and based on the presentation and exercise today, review your own programme or project-level Logic Model to see what updates or modifications need to be made. Be prepared to report on these changes in the next session.
Session 3: Developing your Theory of Change Narrative
Introduction to the Theory of Change
How to write a Theory of Change Narrative
Identifying Assumptions in your TOC Narrative
How organizations are revising their TOC/Logic Model in response to major disruptions
Group Exercise: Designing a Theory of Change Narrative from a Logic Model (using a case study)
Session 4: Performance Measurement
Introduction to Performance Measurement
Defining baseline, gender-sensitive indicators and targets and ensuring indicators of resilience
Group Exercise: Developing a Performance Measurement Framework (PMF) based on a case study using Google Docs collaborative software
Adaptations to Monitoring, Evaluation and Learning given major disuptions and climate change events
Top Options for Remote M&E
Homework: In light of COVID and the presentation and exercise today, review your own programme or project-level Performance Measurement Framework to see what updates or modifications need to be made. Be prepared to report on these changes in the next session.
Session 5: Managing Risk in Risky Environments
The essentials of Risk Management
The growing complexity of Risk
The Risk Management Cycle
Climate Change Risk Assessment and Mitigation
Assessing Risk Levels
Strategies for Minimizing Risk
Group Exercise: Developing and managing a risk/contingency plan for a case study
Session 6: Results-Based Reporting
The Essentials of Results-Based Reporting
From Activities to Results
Results-Based Reporting adaptations for Covid-19 and major disruptions
Interactive Dashboards
Individual Exercise: Preparing and Telling your Performance Story (for a case study)
Developing your RBM Action Plan for after you leave the workshop
Certificates and Closing
2.5 hour Preworkshop Orientation Session: Intro/ice-breaker/team-building, expected learning result, group agreement, methodology and orientation to using Zoom, Google Docs controls during the sessions, selection of case studies and team recap sessions
* We encourage organizations to submit their own projects/programmes as case studies for group work. This allows for the learning to be as relevant and tailored to your organization’s work as possible. If you provide a case study of a project currently in the design stage, the project team will also benefit from support in its project design work.
Submitting a case study is easy. All we need is a one-page description with the following information which can easily be cut and pasted from existing information:
-Title
-Budget
-2-3 paragraph description of the programme or project
-Key Activities
-Key results
-Description of relevant COVID & Climate Change impacts you would like the team to consider
**Post workshop coaching also available
Note: workshops limited to 4 to 24 people to ensure a highly participatory and interactive experience with real life case studies drawn from workshop participants. Feel free to team up with another organization to make this happen.
