The OM Lab 2014 will focus on reinforcing capacities and exchanging experiences among participants using OM for monitoring and evaluating complex social change; it will also offer an introduction to OM for those participants that are new to Outcome Mapping. 

The OM Lab 2014 will offer participants an opportunity to present and discuss their experiences using OM for monitoring and evaluation, offering lessons and troubleshooting challenges encountered, through case study presentations, engagement with leading OM practitioners and open space discussions.

Days 1 and 2 offer parallel workshops which participants register for ahead of time, while Day 3 will bring all participants together to tackle the emerging challenges and questions though a programme of knowledge sharing sessions.

Agenda overview

   Sessions (see below for session information) Speakers / Facilitators
 Day 109:00 - 10:00

10:00 - 17:30

10:00 - 17:30
 Keynote: OM for monitoring and evaluation in complex situations

 Parallel workshop: Introduction to OM

 Parallel workshop: OM and Monitoring
 Terry Smutylo

 Ziad Moussa, Heidi Schaeffer, Jan Van Ongevalle

 Steff Deprez, Kaia Ambrose
 Day 209:00 - 16:30

09:00 - 16:30

09:00 - 16:30

16:30 - 18:30
 Parallel workshop: Intentional Design in Action

 Parallel workshop: OM and Monitoring (repeat)

 Parallel workshop: OM and Evaluation

 Case study poster exhibition
 Ziad Moussa, Heidi Schaeffer, Jan Van Ongevalle

 Steff Deprez, Kaia Ambrose

 Terry Smutylo, Julius Nyangaga, Ricardo Wilson-Grau
 Day 3 09:00 - 10:00   
 10:00 - 12:30

 14:00 - 15:30

 15:30 - 17:00

 17:00 - 17:30
 Launch and tour of OM Practitioner Guide

 OM in practice Knowledge Cafe

 Panel discussion with OM Founders, Stewards and guests

 Engaging in the Global Outcome Mapping Learning Community    

 Kaia Ambrose & Steff Deprez

 OMLC Stewards and Participants

 Simon Hearn and guests

 Simon Hearn and Ricardo Wilson-Grau

 Kaia Ambrose and Terry Smutylo

Explanation of the sessions

Keynote address: The keynote address will frame the use of OM for monitoring and evaluation in complex situations, the main theme for the OM Lab 2014.  

Parallel workshops: These sessions will offer participants a deeper explanation, understanding, and tips and tricks for using OM for monitoring and for evaluation. There will be an introductory session for people with no prior knowledge of OM as well as a session to delve deeper into the Intentional Design. The sessions will contribute to participants’ understanding and capacity around OM, through interactive sessions, offering new ways of thinking through OM, and “expert” tips and tricks.  

Poster exhibition: The OM Lab 2014 will foster exchange of experiences among participants through a poster session during the afternoon and evening of the second day.  Selected participants will exhibit their experiences of OM use in practice for discussion, critique and Q&A. A diverse range of posters will answers questions around: how to evaluate the intentional design; what alternatives and complements are there to using the OM journals; how to integrate OM with the logic model, and what tools others use for applying OM principles to evaluation when there is no OM Intentional Design. See here for details on how to enter your poster.

Knowledge Cafe: Further exchange of experiences and ideas will take place on the third day through facilitated small group discussion on topics of interest to participants.  Throughout the event participants will be able to raise issues that they would like to further discuss and exchange ideas around on Day 3. These issues will be grouped and participants clustered into these groups, with two rounds so that each participant has the opportunity to engage in two discussions on different themes.

Panel discussion: An informal Q&A session with a panel of experienced OM practitioners. We will be hearing about cutting edge practice of OM adaptation in monitoring and evaluation and priorities for future research and development of OM tools. This is your opportunity to raise burning questions or debate important issues in the field of M&E.

Engaging in the Global OMLC: The Outcome Mapping Learning Community is the go to place for information, advice and development of the practice of OM. This session will be an opportunity for newcomers to learn more about the community and for everyone to learn more about how to get involved in community activities and to have a say about its future direction.

Parallel workshop descriptions

1) Introduction to OM (Day 1)

Prerequisites: Basic understanding of project monitoring and evaluation

Description: The Introduction to OM workshop provides an overview of the concepts and tools of Outcome Mapping. Participants will find out what makes Outcome Mapping unique, how it can strengthen learning in your organisation, and how to apply and adapt the tools to build in systematic monitoring and evaluation in projects and programmes. Participants will learn the conceptual underpinning of OM and will see the seven steps of the Intentional Design stage of OM in practice through a worked case study.

At the end of this workshop, you will:

  • Know the key concepts and principles of outcome mapping
  • Understand how to use outcome mapping to understand changes in behaviour
  • Be able to identify the limits of your influence: the idea of boundary partners
  • Understand how OM can build learning into projects and programmes
  • Experience a participatory approach to planning

Agenda: This will be a one-day workshop on Day 1 only. The morning will be spent setting the scene and introducing the OM concepts and the first three steps of OM. In the afternoon, participants will learn the remaining four steps of the Intentional Design stage of OM and will have an opportunity to discuss the application of OM in their own work.

Facilitators: Ziad Moussa, Heidi Schaeffer, Jan Van Ongevalle

Capacity: minimum: 10, maximum: 40

2) Intentional Design in Action (Day 2)

Prerequisites: Understanding of Outcome Mapping concepts and tools (The Introduction to OM workshop on Day 1 is an ideal precursor for newcomers to OM but not essential for those who already have a good understanding of OM)

Description: This workshop offers an in depth look at the tools in the Intentional Design (ID) stage of Outcome Mapping. It will demonstrate how the ID process can be used for developing an actor and behaviour centred theory of change, planning intervention strategy, facilitating equitable partnerships, and establishing success criteria. The workshop will offer advice and examples for facilitating ID processes, using alternative or adapted tools to those presented in the OM manual, using the ID steps in isolation rather than in their entirety, and tips for working with each of the steps. This workshop is for anyone who is working with or intends to apply the Intentional Design tools in their work – whether that is for planning, monitoring or evaluation.

At the end of this workshop, you will understand:

  • How the individual steps of the Intentional Design process can help with a range of uses including for clarifying a theory of change
  • How OM tools can be combined with other approaches to add value or nuance in strategy development and identifying monitoring priorities
  • How to identify and engage boundary partners
  • What makes a good outcome challenge and progress markers
  • How to use and adapt strategy maps.

Agenda: This will be a one-day workshop on Day 2 only. The morning will be spent exploring how Intentional Design elements can be used for a variety of purposes and combined with other common approaches. In the afternoon, participants will take a deep dive into implementation challenges related to engaging boundary partners, developing quality progress markers and strategy maps.

Facilitators: Ziad Moussa, Heidi Schaeffer, Jan Van Ongevalle

Capacity: minimum: 10, maximum: 40

3) OM and Monitoring (Day 1 and repeated on Day 2)

Prerequisites: Knowledge and implementation of OM Intentional Design steps; knowledge of project and program performance and results monitoring and evaluation and developmental evaluation

Description: Attendees will learn practical tips, tricks and tools for moving OM beyond the Intentional Design stage and use OM and its principles to set up a relevant monitoring systems and processes.  We will share examples of how other projects have used OM for their on-going monitoring and learning practice, as well as the practical tools they have adapted for data collection, analysis and reporting.  We’ll share examples of projects that have used OM for monitoring that have not used OM for their initial planning, and are using a logic model as their main theory of change. 

At the end of this workshop, you will understand: 

  • How to engage boundary partners in monitoring 
  • How to use Progress Markers for monitoring 
  • How to use OM to facilitate learning in programmes
  • How to customise tools for collecting activity and outcome data
  • How to incorporate OM into logic models for more thorough and meaningful monitoring 
  • How OM tools can be combined with other approaches to add value or nuance in monitoring

Agenda:  This is a one-day workshop on Day 1 and repeated on Day 2, which will be  be spent exploring current challenges and solutions from a participant perspective, as well as identifying and sharing the key OM concepts and steps that in practice have been most useful for monitoring. 

Facilitators: Kaia Ambrose and Steff Deprez

Capacity:  minimum: 10, maximum: 40

4) OM and Evaluation (Day 2)

Prerequisites: Use of Outcome Mapping

Description: The OM and Evaluation workshop will offer advice and discuss how OM principles and practices have been used to develop, guide or inspire evaluation processes - either internal or external evaluations, for programmes with an OM design or for programmes without an OM design, and with or without combination of other methods. Participants will come away with concrete examples, ideas and tools of how to use OM for evaluations in different contexts.

At the end of this workshop, you will:

  • Be able to use OM as a framework for understanding and developing different aspects of your evaluations;
  • Understand how OM can inform and influence internal and external evaluations, whether you are: a project or program leader; part of an Evaluation Unit that both contracts and does evaluations; or an independent evaluation contractor;
  • Be familiar with a fully structured evaluation approach with aspects of OM embedded in it; and
  • Be familiar with a variety of ways to adapt OM to respond to specific evaluation challenges.

Agenda: This will be a one-day workshop on Day 1 and repeated on Day 2. The morning will be spent identifying the challenges in multiple evaluation contexts, and in guided discussion on overall Outcome Mapping concepts as an internal evaluator and external evaluator, with Terry Smutylo. The afternoon will cover Outcome Harvesting, a comprehensive evaluation method containing elements of Outcome Mapping, with Ricardo Wilson Grau, and Julius Nyangaga will present a final case study for using OM in evaluation. Each of these sessions will feed into discussion groups that will reflect on the usefulness of the tools and concepts for specific types of evaluation. In the closing of the workshop, the discussion groups will reflect on the methods and examples and offer learnings and conclusions in plenary.

Facilitators: Terry Smutylo, Ricardo Wilson-Grau, Julius Nyangaga

Capacity: minimum: 10, maximum: 40