Milestone Journals Overview Adapted from Outcome Mapping http://www.outcomemapping.ca What are Milestones? Milestones are signs that denote movement along a change process. Milestones denote: Changes in outcomes: influential players taking actions toward a desired system change; and strategic efforts taken by the project to sway influential players. What is Milestone Journal? A milestone journal is a tool for documenting credible evidence of a project’s strategic contributions to outcomes along the system change process. Milestone Journals are recorded for Outcomes and Strategy. Milestone Journals Outcome Journal Tracks influential players’ actions towards a desired system change (i.e., graduated progress markers). Strategy Journal Tracks strategies – actions taken by a project – to sway influential players toward a desired system change. Contribution is an intentional act of collecting credible evidence that weaves together a picture of what outcomes are changing towards a system change and how the project’s strategies played a role within the change process. Credible evidence is verifiable information that allows a reasonable person to make a judgment. Why use Milestone Journals? Strategic learning: Milestone Journals collect credible evidence that allows a team to systemically reflect upon the change process and make informed decisions about adaptions to the strategy. Communication: Milestone Journal data can be transformed into timelines and other visuals to communicate with funders, board members, or partners about the system change process. Historical record: Milestone Journals serve as resource for orienting new staff members or partners. 1 How are Milestone Journals Created? Step ❶ Identify uses and users Guidance Review Table 1 on Page 3. Brainstorm how milestone data may be used (i.e., telling our story, grant progress reports, strategic planning). Brainstorm who may use the milestone data (i.e., program staff, board members, potential funder, partner organizations). Identify when information is needed. ❷ Prioritize influential players to track Review your strategy map for identified influential players. Use Table 2 on Page 3 to list identified influential players. Prioritize which are the most important to track. ❸ Assign responsibilities Review Table 3 on Page 3. Assign responsibilities for documenting and reflecting upon data in Milestone Journals. Review Outcome Journal Template on Page 4. Customize an Outcome Journal for EACH priority influential player. For each influential player, insert the progress markers already drafted in the Progress Marker template into the Outcome Journal. Refine progress markers so that each one is observable. ❹ Customize Outcome Journal ❺ Customize Strategy Journal Review Strategy Journal Template on Page 5. Customize a Strategy Journal for EACH priority influential players. ❻ Collect and document data into Journals Collect credible evidence and document at least quarterly in the Milestone Journals. 2 Milestone Journal Worksheet ❶ Uses and Users of Milestone Journal Uses: How do we expect the milestone data to be used? Strategic learning: Making adaptations to our strategy Users: Who do we expect will use the milestone data? Our Team Timing: When are milestone data needed? ❷ Prioritize Influential Player to Track Influential Player Why do we think tracking outcomes (progress markers) for this player is important for uses and users identified in Table 1? Priority? ❸ Responsibilities and Commitments For which influential players will we commit to document progress in the Outcome Journal? Who will be responsible for gathering and documenting information into the Milestone Journals? Who will be responsible for facilitating team reflective meetings about data documented in the Milestone Journals? Who will participate in team reflective meetings? When and how often will our team meet to reflect upon data documented in the Milestone Journals? 3 Outcome Journal Template Document actions taken by influential players toward the desired system change Influential Player: Working Date from/to: Contributors to Tracking Update: Progress Markers Progress Update Source of evidence What actions do we expect the influential partner to take? What has happened? What evidence documents this progress? Status Assessment √ - On track ○ - No progress X - No longer relevant Expect to see: Initial, minimum, easier changes Like to see: More challenging changes Love to see: Transformational changes 4 Strategy Journal Template Document actions taken by our project to sway influential players. Influential Player: Working Date from/to: Contributors to Tracking Update: WHAT action did we take? WHO was the target of our action? WHEN did we take this action? 5
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