Tools

Several youth in Indonesia gather around a flip chart with post-it notes

Indonesia, Design & Test

Tools

Phase 1: Define


Lines of Inquiry Canvas

Literature Review

Research Synthesis Template

Audience Profile Template

Intent Statement Template

Theory of Change Template

Conducting Immersive Research

Root Cause Analysis

Behavioral Journey Map Template

Behavioral Insights Template

Insights 101 Playbook

First Point of Convergence


Feedback Gathering Activity

DIY Design Criteria

Phase 2: Design & Test


“How Might We?” Template

Brainstorming Template

Existing Solutions Bucket Template

Impact Effort Matrix Template

Concept Development Canvas

Solutions Prototype Canvas

Design SBCC Message Guide

Five Artifacts Activity

Prototype Kit

Gender Checklist

Testing Checklist

Gathering People’s Feedback

Integrate Feedback, Iterate, and Prioritize

Second Point of Convergence


Decision-Making Tool

Phase 3: Apply


Training Canvas

Monitoring, Evaluation, and Learning Template

Implementation Plan Template

Evaluation Tool Template

Solution Refinement Checklist

Advocacy Canvas

Adaptation Canvas

Best Practices Scalability Checklist

Coming Soon

Have you used any of the tools in the SBC Flow Chart Toolkit?

Adapt & Scale

Phase 3: Apply - Adapt & Scale

Nigeria, Apply

Once prototypes have undergone testing, successful piloting, and thorough monitoring to ensure their viability and effectiveness, they progress to the Apply Phase. In this phase, these refined prototypes transition from the experimental stage to real-world application of the solutions. Here, the focus shifts from theoretical validation to practical implementation, marking a significant step toward achieving the desired goals and outcomes of the project.

Phase 3 Apply: Implement & Monitor, Evaluate & Refine, Adapt & Scale

Adapt & Scale

How do we expand the application of our solution?

By the end of this step, you will be able to gain partner support to scale up successful solutions and/or adapt solutions to a new context or health area.

How to conduct this step and achieve its main objectives:

Advocate for Support

In this step, championing your solution becomes paramount to expand its outreach. Crafting a strategic advocacy plan will empower your team to amplify effectiveness and impact and ensure your solution reaches a wider audience.

Advocacy Canvas

Flip icon

Suggested time:
5–6 hours
Participants:
Design and research team

Tool: Advocacy Canvas

The advocacy canvas is a template that assists in strategizing and planning advocacy efforts. It outlines essential elements like goals, target audience, messaging, and tactics. This visual organization aids in developing a comprehensive and coherent advocacy strategy.

Effort required:

Three out of five on the effort scale

Adapt Solutions

Prior to scaling, you need to tailor your solution to the diverse contexts in which it will be deployed. This may involve introducing novel elements or eliminating existing ones, all with the aim of ensuring the perfect alignment of your solution with the varied environments in which it will operate.

Adaptation Canvas

Flip icon

Suggested time:
5–6 hours
Participants:
Design and research team, partners, and stakeholders

Tool: Adaptation Canvas

This tool includes a set of best practices and steps to effectively adjust to changing circumstances or challenges. It offers practical guidelines, drawn from successful experiences, to help teams to navigate uncertainties.

Effort required:

Three out of five on the effort scale

Scale Solutions

As you gear up for the preparation and expansion of your solution, you will need to conduct a thorough examination of best practices and validate the faithfulness of your solution’s execution. This diligence will serve as the cornerstone for its successful scaling.

Coming Soon

Coming Soon

Tool: Best Practices Scalability Checklist

This checklist helps users assess the potential and readiness of an innovation for expansion. It outlines key criteria such as flexibility, efficiency, gender, and sustainability. By evaluating these factors, teams can ensure their initiatives can scale successfully, promoting growth and adaptability.

Effort required:

Three out of five on the effort scale

Have you used any of the tools in the SBC Flow Chart Toolkit?

Evaluate & Refine

Phase 3: Apply - Evaluate & Refine

Cameroon, Apply

Once prototypes have undergone testing, successful piloting, and thorough monitoring to ensure their viability and effectiveness, they progress to the Apply Phase. In this phase, these refined prototypes transition from the experimental stage to real-world application of the solutions. Here, the focus shifts from theoretical validation to practical implementation, marking a significant step toward achieving the desired goals and outcomes of the project.

Phase 3 Apply: Implement & Monitor, Evaluate & Refine, Adapt & Scale

Evaluate & Refine

What can we do to assess and improve our work?

By the end of this step, you will know what is working and what adjustments you need to make before scaling the intervention with partners.

How to conduct this step and achieve its main objectives:

Evaluate Impact

Appreciating the success of your solution hinges on a thorough evaluation. Scrutinizing the tangible results and the overarching impact of your solution not only provides insight into its efficacy but also equips you with a narrative to inspire and inform others about your journey.

Evaluation Tool Template

Flip icon

Suggested time:
Multiple days, depending on scope
Participants:
Design and research team

Tool: Evaluation Tool Template

This compact guide equips you with essential processes for evaluating your innovation. With user-friendly steps and practical examples, this toolkit empowers newcomers to assess innovations, enabling informed decision making and fostering project success.

Effort required:

Three out of five on the effort scale

Refine Solutions

Upon assessing the efficacy of your interventions, you’ll gain valuable insights into areas that require enhancement to unlock their potential. Embrace the opportunity to pinpoint both the strengths and weaknesses of your solutions, as this will enable you to make the essential fine-tuning needed for success.

Solution Refinement Checklist

Flip icon

Suggested time:
1-2 hours
Participants:
Design and research team

Tool: Solution Refinement Checklist

A solution refine checklist is a document used to evaluate and enhance proposed innovations. It outlines specific criteria, potential challenges, and improvement suggestions. By systematically addressing each aspect, it leads to the refinement of innovations, making them more viable, effective, and well-suited to the intended purpose.

Effort required:

Three out of five on the effort scale

Have you used any of the tools in the SBC Flow Chart Toolkit?

Implement & Monitor

Phase 3: Apply - Implement & Monitor

Liberia, Apply

Once prototypes have undergone testing, successful piloting, and thorough monitoring to ensure their viability and effectiveness, they progress to the Apply Phase. In this phase, these refined prototypes transition from the experimental stage to real-world application of the solutions. Here, the focus shifts from theoretical validation to practical implementation, marking a significant step toward achieving the desired goals and outcomes of the project.

Phase 3 Apply: Implement & Monitor, Evaluate & Refine, Adapt & Scale

Implement & Monitor

How can we put our plan into action?

By the end of this step, you will be able to implement the solution set in a real world setting with real time monitoring to guide decisions.

How to conduct this step and achieve its main objectives:

Prepare Implementation Team

Your team needs to be certain they know and understand the job to be done and that they have the skills and tools to do it. Ensuring your team is equipped to implement the solutions and maintain fidelity is essential to program success.

Training Canvas

Flip icon

Suggested time:
5–6 hours
Participants:
Design and research team

Tool: Training Canvas

The training canvas helps you think about what you need in order to prepare your teams. It also guides you through the planning process by laying out clearly each step to be covered. It serves as a systematic guide for trainers and participants, ensuring that all necessary topics, materials, and activities are addressed.

Effort required:

Three out of five on the effort scale

Prepare Your Monitoring Plan

Creating a monitoring, evaluation, and learning (MEL) plan is essential for assessing the impact of your solution. Inspired by the need to advocate for your solution and broaden its reach, a well-crafted MEL plan not only tracks the effectiveness of your efforts but also provides valuable insights for strategic decision making.

Monitoring, Evaluation, and Learning Template

Flip icon

Suggested time:
Multiple days, depending on scope
Participants:
Design and research team

Tool: Monitoring, Evaluation, and Learning Template

A MEL plan guide describes how to create an MEL plan for projects. It outlines methodologies, indicators, data collection strategies, and analysis techniques. It assists organizations in systematically assessing progress and outcomes, enabling informed decision-making and improving innovations effectiveness.

Effort required:

Three out of five on the effort scale

Implement Solutions

Implementing your innovation will require attention and good planning. That’s why you’ll want to, at this stage, recap all essentials and what makes your solution unique. You will also verify how ready your innovation and team are to implement your plan.

Implementation Plan Template

Flip icon

Suggested time:
5–6 hours
Participants:
Design and research team, partners and stakeholders

Tool: Implementation Plan Template

An implementation plan is a comprehensive document outlining essential tasks and steps required for successfully executing an innovation, plan, or process. It serves as a guide that ensures your team completes all necessary actions in the correct sequence. This plan helps implementers maintain organization, consistency, and efficiency during innovation initiation.

Effort required:

Three out of five on the effort scale

Have you used any of the tools in the SBC Flow Chart Toolkit?

Test

Phase 2: Design & Test - Test

Nigeria, Design & Test

During the Design & Test Phase, Flow Chart users translate problems into solutions using a highly creative, collaborative, energetic, and human-centered approach. Using the insights and opportunities identified during the Define Phase as inspiration, groups of designers, health experts, development specialists, stakeholders, and representatives from the audience come together to rapidly generate a broad array of ideas for possible solutions. Users iteratively refine, prototype, and test these ideas several times in increasing levels of fidelity, using user feedback to inform the final solutions and ensure that they are both useful and usable for those involved in the design.

Phase 2 Design & Test: Imagine, Refine, Prototype, Test

Test

How do we know if our ideas work well?

By the end of this step, you will have an understanding of when to continue return to the Design and Test Phase, when to discontinue, or when to move to the Apply Phase. You will have a solution or set of solutions ready for the apply phase.

How to conduct this step and achieve its main objectives:

Test Prototypes

The rough prototype mock-ups are tested with communities or target audiences. Through this process, your team will rapidly iterate and further refine prototypes based on the audience’s feedback, co-creating successful solutions.

Testing Checklist

Flip icon

Suggested time:
1–2 hours
Participants:
Design and research team, partners, and stakeholders

Tool: Testing Checklist

A testing checklist is a structured document that outlines essential steps for evaluating products, services, messages, or processes. It serves as a comprehensive guide for quality assurance, ensuring thorough examination of all aspects of a system.

Effort required:

Two out of five on the effort scale

Gather Feedback

After each testing sprint you want to gather feedback from your audience. This feedback will inform the steps you take and guide the conversion of testing feedback into implementation recommendations. To expedite the process, you can conduct synthesis sessions along the way with your team.

Gathering People’s Feedback

Flip icon

Suggested time:
5–6 hours, depending on scope
Participants:
Design and research team, partners and stakeholders, individuals you are designing for

Tool: Gathering People’s Feedback

This tool provides the most relevant points to have in mind when collecting feedback from your users during testing.

Effort required:

Three out of five on the effort scale

Prioritize Solutions

The next step is to prioritize the solutions you need to make based on the feedback. Focus on the most impactful things that demand less effort from your team. You want solutions that will improve the user experience and solve the problem.

Integrate Feedback, Iterate, and Prioritize

Flip icon

Suggested time:
5–6 hours, depending on scope
Participants:
Design and research team

Tool: Integrate Feedback, Iterate, and Prioritize

The impact effort matrix is a potent decision tool that evaluates ideas by weighing their potential impact against the effort needed for execution. By mapping ideas on a grid, you will be able to prioritize solutions: those with high impact and low effort become quick wins, while high-impact, high-effort initiatives require strategic planning for efficient resource allocation and decision making.

Effort required:

Three out of five on the effort scale

Have you used any of the tools in the SBC Flow Chart Toolkit?

Prototype

Phase 2: Design & Test - Prototype

Indonesia, Design & Test

During the Design & Test Phase, Flow Chart users translate problems into solutions using a highly creative, collaborative, energetic, and human-centered approach. Using the insights and opportunities identified during the Define Phase as inspiration, groups of designers, health experts, development specialists, stakeholders, and representatives from the audience come together to rapidly generate a broad array of ideas for possible solutions. Users iteratively refine, prototype, and test these ideas several times in increasing levels of fidelity, using user feedback to inform the final solutions and ensure that they are both useful and usable for those involved in the design.

Phase 2 Design & Test: Imagine, Refine, Prototype, Test

Prototype

What can we do to turn our ideas into solutions?

By the end of this step, you will have a set of tangible prototypes that capture the prioritized solutions. You can put the prototypes in the hands of your users for testing.

How to conduct this step and achieve its main objectives:

Build the Prototype

A prototype is an incomplete version of a physical or digital product, to be taken into user testing. During this step, you will learn how to build a set of prototypes.

Design SBCC Message Guide

Flip icon

Suggested time:
4–6 hours, depending on scope
Participants:
Design and research team, partners and stakeholders, individuals you are designing for

Tool: Design SBCC Message Guide

This tool provides a comprehensive set of guidelines that not only outlines the design principles but also details the processes involved in crafting effective messages. It ensures these messages are not only impactful but also culturally sensitive, resonating with the intended audience. It serves as a roadmap for creating communication materials that not only capture attention but also drive positive behavior change and social impact.

Effort required:

Three out of five on the effort scale

Five Artifacts Activity

Flip icon

Suggested time:
5–6 hours
Participants:
Design and research team, partners and stakeholders, individuals you are designing for

Tool: Five Artifacts Activity

This brief exercise aims to motivate your team to contemplate how the prototype could be developed through a five-step process and an assessment of the materials accessible in the surroundings.

Effort required:

Three out of five on the effort scale

Prototype Kit

Flip icon

Suggested time:
3–4 hours, depending on what you are testing
Participants:
Design and research team, partners and stakeholders, individuals you are designing for

Tool: Prototype Kit

A prototype kit is a versatile toolset used in product development and innovation processes. It contains various materials like a card deck and storyboarding template, which enable creators to build physical prototypes of their ideas. This kit facilitates rapid experimentation, visualization of concepts, and user testing, fostering iterative design and refining innovative solutions before final production.

Effort required:

Three out of five on the effort scale

Check for Gender Integration

At this stage, take time to ensure your prototypes are promoting gender equality.

Gender Checklist

Flip icon

Suggested time:
1–2 hours
Participants:
Design and research team, partners, and stakeholders

Tool: Gender Checklist

A gender checklist is a systematic tool for evaluating ideas, prototypes, or initiatives for gender inclusivity. It includes specific criteria and questions related to gender. By using it, teams can promote gender equality and diversity in their work for more equitable outcomes.

Effort required:

Two out of five on the effort scale

Have you used any of the tools in the SBC Flow Chart Toolkit?

Refine

Phase 2: Design & Test - Refine

Zambia, Design & Test

During the Design & Test Phase, Flow Chart users translate problems into solutions using a highly creative, collaborative, energetic, and human-centered approach. Using the insights and opportunities identified during the Define Phase as inspiration, groups of designers, health experts, development specialists, stakeholders, and representatives from the audience come together to rapidly generate a broad array of ideas for possible solutions. Users iteratively refine, prototype, and test these ideas several times in increasing levels of fidelity, using user feedback to inform the final solutions and ensure that they are both useful and usable for those involved in the design.

Phase 2 Design & Test: Imagine, Refine, Prototype, Test

Refine

How can we make our ideas better and more desirable?

By the end of this step, you will have refined the different ideas generated during ideation into a set of prioritized concept(s).

How to conduct this step and achieve its main objectives:

Convert Ideas into Concepts

In your journey through creativity, your concept comprises all the essential components to bring your ideas to life. It’s your guide in turning a simple thought into an actionable plan, providing the steps needed for your idea to thrive.

Concept Development Canvas

Flip icon

Suggested time:
4–6 hours
Participants:
Design and research team

Tool: Concept Development Canvas

The concept development template is a crucial framework for refining your raw ideas into viable concepts. It integrates details like target audiences, solution functionalities, and behavioral elements to transform abstract ideas into test-ready solutions.

Effort required:

Three out of five on the effort scale

Determine the Prototype

A prototype is an incomplete version of a physical or digital product, to be taken into user testing. At this phase, you will learn how to determine yours.

Solutions Prototype Canvas

Flip icon

Suggested time:
3–4 hours
Participants:
Design and research team

Tool: Solutions Prototype Canvas

The solutions prototype canvas is a structured tool designed to guide you in creating effective prototypes. This canvas outlines the key processes that your team can use to define the format and structure of their prototypes.

Effort required:

Two out of five on the effort scale

Have you used any of the tools in the SBC Flow Chart Toolkit?

Imagine

Phase 2: Design & Test - Imagine

Sierra Leone, Design & Test

During the Design & Test Phase, Flow Chart users translate problems into solutions using a highly creative, collaborative, energetic, and human-centered approach. Using the insights and opportunities identified during the Define Phase as inspiration, groups of designers, health experts, development specialists, stakeholders, and representatives from the audience come together to rapidly generate a broad array of ideas for possible solutions. Users iteratively refine, prototype, and test these ideas several times in increasing levels of fidelity, using user feedback to inform the final solutions and ensure that they are both useful and usable for those involved in the design.

Phase 2 Design & Test: Imagine, Refine, Prototype, Test

Imagine

How do we come up with creative ideas?

By the end of this step, you will have as many ideas generated as possible (ideation) from a diverse range of individuals, embracing out of the box thinking to find innovative ideas/solutions through an imagine workshop.

How to conduct this step and achieve its main objectives:

Craft “How Might We?” Questions

Crafting “How Might We? (HMW) questions means creating open-ended, user-centered queries to inspire innovative solutions. These questions help you uncover opportunities, challenges, and drive creative problem-solving within a specific context. Framing questions with HMW focuses your brainstorming and collaborative exploration of potential solutions.

HMW Question Template

Flip icon

Suggested time:
3–4 hours
Participants:
Design and research team

Tool: HMW Question Template

The HMW question template is a tool for transforming challenges or problems into openings for creative problem-solving. By structuring questions with the phrase “How Might We?” it stimulates brainstorming and ideation by directing attention to potential solutions instead of fixating on the problem itself. Discover how to craft your own using this template.

Effort required:

Three out of five on the effort scale

Generate Ideas

During this step, your creativity comes to life through brainstorming and developing new ideas, solutions, and perspectives. It involves exploring various angles, questioning assumptions, and thinking innovatively to find fresh and effective ways to address problems.

Brainstorming Template

Flip icon

Suggested time:
2–3 hours
Participants:
Design and research team, partners and stakeholders, individuals you are designing for

Tool: Brainstorming Template

Brainstorming is an effective strategy for swiftly generating a multitude of ideas aimed at addressing specific challenges. It is most often conducted within a group setting, where participants freely and openly exchange their thoughts and suggestions without criticism. This template provides key principles and guidelines for successful brainstorming sessions.

Effort required:

Three out of five on the effort scale

Existing Solutions Bucket Template

Flip icon

Suggested time:
2–3 hours
Participants:
Design and research team, partners and stakeholders, individuals you are designing for

Tool: Existing Solutions Bucket Template

Great ideas can emerge from various sources. The template allows you to refine existing ideas to test in your context and to delve into critical analysis and leveraging feedback loops. Use this tool to uncover hidden potentials, identify gaps, and fuse concepts for a superior solution.

Effort required:

Three out of five on the effort scale

Prioritize Ideas

This vital step involves careful evaluation and ranking of ideas, weighing their potential value and feasibility. Through this process, you identify the most promising ideas to pursue, setting aside others for future consideration.

Impact Effort Matrix Template

Flip icon

Suggested time:
2–3 hours
Participants:
Design and research team, partners and stakeholders, individuals you are designing for

Tool: Impact Effort Matrix Template

The impact effort matrix, a potent decision-making tool, evaluates ideas by considering their potential impact and the effort needed for execution. This tool involves plotting items on a grid to facilitate the prioritization of ideas and concepts. Tasks falling in the high impact, low effort quadrant represent quick wins, while those in the high impact, high effort category necessitate strategic planning. This matrix greatly assists in the efficient allocation of resources and decision making.

Effort required:

Two out of five on the effort scale

Have you used any of the tools in the SBC Flow Chart Toolkit?

Second Point of Convergence

Point of Convergence - Women meet in a conference room in Indonesia

Indonesia, Point of Convergence

Decision points sit between each phase. These are called points of convergence. During this transition, the project team validates the quality of the solutions and feasibility with implementing partners and stakeholders. This is a time for accepting the presented solutions, moving them forward, and promoting buy-in.

Second point of convergence between Phase 2 Design and Test and Phase 3 Apply

Solution Validation

How do we know if we have an accepted solution?

By the end of this step, you will have validated the selected prototypes with community members and key stakeholders, moving the prototype from testing to a product or solution ready for implementation.

How to conduct this step and achieve its main objectives:

Validate with Implementers & Stakeholders

Once your solutions have been validated with users, the next step is validating them with implementers and stakeholders. Conduct a validation workshop, a collaborative event where solutions, results, and potential for scalability will undergo analysis. Participants analyze results, feasibility, and implementing conduction to ensure scalability.

Decision-Making Tool

Flip icon

Suggested time:
3–4 hours
Participants:
Design and research team, partners and stakeholders, individuals you are designing for

Tool: Desirability, Feasibility, Scalability Decision-Making Tool

Feedback gathering assists stakeholders and implementing partners in decision making. It fosters an environment for collecting input, ensuring diverse perspectives are taken into account. Analyzing this feedback helps teams make informed decisions to ensure the relevance of final solutions.

Effort required:

Three out of five on the effort scale

Have you used any of the tools in the SBC Flow Chart Toolkit?

First Point of Convergence

Point of Convergence - Meeting of mothers of young children in Guatemala

Guatemala, Point of Convergence

Decision points sit between each phase. These are called points of convergence. During this first transition, the project team validates the quality of the insights with communities and stakeholders. This is a time for refining the insights and promoting buy-in.

First point of convergence between Phase 1 Define and Phase 2 Design

Insights Validation

How do we validate our insights?

By the end of this step, your team will have assessed the quality of the insights generated and have a set of validated insights by communities and stakeholders.

How to conduct this step and achieve its main objectives:

Gather Feedback

While the creative process of generating insights from available information can be fun, it’s equally vital to dedicate time to validate them. A validation workshop serves as a collaborative occasion where these insights are subjected to rigorous analysis. Participants collectively scrutinize the findings and the subsequent preliminary insights to ensure their accuracy and relevance.

Feedback Gathering Activity

Flip icon

Suggested time:
5–6 hours, depending on scope
Participants:
Design and research team, partners and stakeholders, individuals you are designing for

Tool: Feedback Gathering Activity

Feedback gathering aids teams in validating the insights they’ve developed. This process involves engagement with communities and stakeholders, fostering an environment for collecting input and ensuring the inclusion of diverse perspectives. Analyzing this feedback is instrumental in guiding teams to make informed improvements, transitioning from draft to final insights.

Effort required:

Three out of five on the effort scale

Develop Design Criteria

How do we know if our solutions are user-centered?

By the end of this step, you will have defined a set of clear and actionable design criteria that are informed by user needs. These criteria will serve as guiding principles, ensuring the developed solutions are user-centered.

How to conduct this step and achieve its main objectives:

Craft Design Criteria

A robust design process relies on a shared reference point, which, combined with your unique insights, forms the foundation for your design criteria. By formulating actionable criteria that steer the evolution of your designs, you establish a solid framework that paves the way for project success.

DIY Design Criteria

Flip icon

Suggested time:
3–4 hours
Participants:
Design team

Tool: DIY Design Criteria

This concise guide empowers teams to craft impactful design criteria. It offers step-by-step methods for understanding user needs, and brainstorming criteria. Packed with practical tips, this guide accelerates the development of clear, actionable, and user-focused design criteria, enhancing team collaboration and product innovation.

Effort required:

Three out of five on the effort scale

Have you used any of the tools in the SBC Flow Chart Toolkit?