MOTION self-assessment tool (for quality of transformative outcomes)

Estimated Time
75-120 mins
Resource Type
TIPC Region

The MOTION self-assessment tool is an evaluation tool that can be used to assess the quality of transformative outcomes in a specific initiative. It is a test tool for use online in Miro, duplicated from the MOTION Handbook: Developing a Transformative Theory of Change.

This tool can be used as part of the monitoring, evaluation and learning activities of an initiative. It is best suited when the project or programme has already developed a strategy – for example, in the form of a theory of change – and activities, outcomes and transformative outcomes have been identified.

  • ‘Quality’ here means to what extent a certain transformative outcome is being achieved at a point in time in a project, programme or other initiative – that is, are the activities connected to these outcome delivering sufficient results and/or impacting stakeholders as envisioned, or can more be done?
  • ‘Self-evaluation’ means the assessment is based on the team member’s perception of the activities and outcomes of the initiative. It is a qualitative evaluation that allows us to reflect on what we are doing now and what additional actions can be conducted in order to improve on the desired outcomes (formative evaluation). It is not intended as a tool to compare with other projects or initiatives (summative evaluation), but rather to check progress within the project itself, based on project’s team members perception.



The MOTION Handbook is the result of close collaboration and teamwork throughout 2020 and 2021. In the handbook, the authors give special thanks to:

  • Johan Schot, Alejandra Boni, Jordi Molas Gallart and Matthias Weber
  • Project partners from ACT on NBS, SATURN and SuSMo, specifically Beth Morley, Francesco Guaraldi, Theodora Skordili, Elitsa Petkova, Alessandro Gretter, Anastasia Nikologianni, Nick Grayson, Nieves Mestre, Luisa Fernanda Guerra, Manuel Almestar, Stephen Passmore, Juraj Jurik and Monserrat Budding
  • Elzemiek Zinkstok and Naz Costante for design
  • Jose Manuel Martin Corvillo for learning materials and tools
  • Irene Vivas Lalinde at EIT Climate-KIC
  • Oscar Romero Goyeneche, Bipashyee Ghosh and Victoria Shaw at the Transformative Innovation Policy Consortium
  • The two organisations that made the work possible: EIT Climate-KIC and the Transformative Innovation Policy Consortium

Alvial Palavicino, C., Matti, C., Witte, J., Brodnik, C., Keesman, S., Mendez, P.F., Penna, C., Terrazas, P., Costante, N., Zinkstock, E. (2021) MOTION Handbook: Developing a Transformative Theory of Change. Available at

Facilitators Instructions

Important: Duplicating the tool

This resource is a Master version of the tool. To use it, you will need to duplicate it to your own Miro account.

How to duplicate the Board

  • First, make sure you have your own Miro account. Researchers may be able to access a free educational plan for staff at educational institutions
  • Click on the ‘download’ link to access the Lab master board
  • Then click on the title
  • Click ‘duplicate’ – this will open another board with ‘Copy’ in the title
  • Rename the tool and save the URL

You will need to complete this process for each board. If you are using a tool with multiple groups, you can either: (a) create a different board for each group or (b) copy the tool multiple times on the same board. We recommend (b) to avoid confusion over board links.

If you are new to Miro, there is a short intro here.

If you accidentally change the Resource Lab Master, don’t worry! – please leave a message in the feedback section below and the Lab team will be able to update it.

Reflections on TIPC use

Insights on use from the MOTION Handbook

  • This tool is best used in a workshop, where participants can engage in an active dialogue.
  • We suggest having groups between 6-12 people and at least one facilitator. It is important that all participants to the workshop are familiar with the theory of change of the project or programme, and that they can recognize the transformative outcomes that are being discussed.
  • The tool can be used multiple times during the life of a project as a way to keep track and discuss a project’s evolution over time.
  • We recommend starting with a self-assessment exercise that serves as a ‘baseline’ for the rest of the project. The following iteration will refer to this baseline, and so on. In this way, you can track the evolution of your project.
  • The tool can be used at key moments in the project, when you are able to observe some results of your activities and decide on actions.

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