Steps for MEL towards the implementation of a specific theory of change (English version)

Estimated Time
90 minutes
Resource Type
Extract Case Study

This extract from a guide developed by the Latin American and Caribbean HUB summarises the conceptual and practical considerations for carrying out the components of a monitoring, evaluation and learning process in a TIP experiment – and how to make the required adjustments to the assumptions with the specific theory of change elaborated at the start of the process.

The extract addresses the question: How is it possible to evaluate experiments that have a limited geographical and temporal scope when the ultimate goal is systemic and long-term?, introducing:

  • formative evaluation as a method for assessing initiatives in real time (or as they occur) rather than at the end of their implementation, with the aim of improving the implementation of initiatives through close collaboration with stakeholders and the promotion of continuous learning and reflection on the transformation sought; and
  • how the monitoring, evaluation and learning process can tracks changes in the system to inform how to adjust the theory of change (its activities, outputs and outcomes) and strategies to achieve proposed transformative outcomes.



This learning resource is an extract, translated and adapted for the TIP Resource Lab, from Section VI of: The Learning Path of Transformative Innovation Policy / Ruta de Aprendizaje a la Politica Innovación Transformativa

The original document was produced by: The Latin American and Caribbean HUB of Transformative Innovation Policy (HUBLAyCTIP) / HUB Latinoamericano y Caribeño de Innovación Transformativa

It can be downloaded in full at:

Acknowledgments due to:

  • Paloma Bernal Hernández, who led the writing and editing process of the pathway. Paloma contributed as the main author of all the academic chapters and their related annexes, with the exception of section 3 of chapter VI.
  • Durys Rios, who participated in the structuring of the route and contributed to editing and editorial pre-design.
  • Martha Liliana Marín, who contributed as lead author of chapter VI, section 3 and related annexes.
  • Matias Ramirez, who led the methodological strategy of the HUBLAyCTIP and participated in the edition of the roadmap and annexes related to chapter VI.

Bernal-Hernandez, P., Rios, D., Marín, M., Ramirez, M. (2021) Ruta de Aprendizaje de Política de Innovación Transformativa (pit) Hub Latinoamericano y Caribeño de Política de Innovación Transformativa (HUBLAyCTIP), pp. 36-40 and 59-64 . Available at

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