1

Module 1 of 2

Building Foundation

Before you can design effective interventions, you need to understand the problem deeply, know your stakeholders, and develop a clear theory of how change happens.

What You'll Accomplish

By the end of this module, you'll have:

  • A comprehensive Problem Tree identifying root causes and effects
  • A Stakeholder Map with engagement strategies
  • Synthesized insights from community engagement and research
  • A Theory of Change articulating your pathway to impact

Learning Journey

Problem Tree Analysis

Uncover root causes and effects using visual problem analysis. Learn AI-assisted desk review with Model Context Protocol to accelerate research while maintaining community validation.

Root Cause Analysis AI-Assisted Research MCP Integration
Start Lesson 1.1

Stakeholder Mapping & Engagement

Identify who influences and is affected by the problem. Use Power-Interest Analysis to design engagement strategies that build authentic partnerships.

Power-Interest Matrix Engagement Planning Community Partnership
Start Lesson 1.2

Synthesize Data

Transform stakeholder insights and research findings into actionable patterns using Affinity Diagrams. Integrate community voices with desk review data.

Affinity Mapping Data Synthesis Pattern Recognition
Start Lesson 1.3

Theory of Change

Articulate your pathway from problem to solution. Develop a Theory of Change that connects activities to outcomes to impact, incorporating community insights and assumptions.

Impact Pathways Assumptions Mapping Change Logic
Start Lesson 1.4

What You'll Need

  • Time: Set aside 1-1.5 hours per lesson for focused learning
  • Materials: Notebook or digital note-taking tool
  • Templates: Downloadable Excel/Word templates (provided in each lesson)
  • Community Access: Ability to engage with stakeholders (can be virtual)
  • Optional: Access to AI tools for desk review (MCP setup guide in Lesson 1.1)

Module 1 Frequently Asked Questions

Find answers to common questions about the toolkit, its structure, and how it can support your nonprofit project design work.

Each lesson builds on the previous one to create a complete foundation. Problem Tree Analysis identifies root causes. Stakeholder Mapping determines who to engage. Data Synthesis combines what you learned from research and stakeholders. Theory of Change articulates your pathway from problem to solution, integrating all previous insights.
No, we strongly recommend completing stakeholder mapping even if you feel familiar with your community. The Power-Interest Analysis often reveals hidden stakeholders (like policymakers or competing organizations) and helps you design more strategic engagement. Many project failures stem from overlooking key stakeholders.
Complex problem trees are common when addressing systemic issues. Focus on the 3-5 most critical root causes your project can realistically address. You don't need to solve every branch - just identify the leverage points where your intervention can create the most change. The synthesis step in Lesson 1.3 will help you prioritize.
AI tools like Model Context Protocol (MCP) accelerate desk review and help you arrive at stakeholder meetings better informed. However, AI research must always be validated with community stakeholders. Think of it as preliminary homework that makes community conversations more productive, not a replacement for authentic engagement.
Plan to spend 4-6 hours on Module 1 if you engage meaningfully with the exercises and templates. Don't rush through to Module 2. A solid foundation (clear problem analysis, stakeholder map, and theory of change) makes Module 2 (logframes, activities, budgets) much faster and more effective.

Share Your Module 1 Experience

Your feedback shapes future lessons. What worked? What could be better?

%%{init: {'theme':'base', 'themeVariables': {
  'primaryColor':'#D9F99D',
  'primaryTextColor':'#2A2A2A',
  'primaryBorderColor':'#72B043',
  'secondaryColor':'#FEF3C7',
  'secondaryTextColor':'#2A2A2A',
  'secondaryBorderColor':'#F8CC1B',
  'tertiaryColor':'#FED7AA',
  'tertiaryTextColor':'#2A2A2A',
  'tertiaryBorderColor':'#F37324',
  'lineColor':'#72B043',
  'fontSize':'16px',
  'fontFamily':'Inter, sans-serif'
}}}%%
mindmap
  root((Your Module 1<br/>Experience))
    What Worked<br/>Well
    What Could Be<br/>Better
    Topics You<br/>Need Next
    How We Can<br/>Help You

Your module completion feedback helps us create better lessons

What Should Come Next?

Share what project design challenges you face and what topics would help you succeed.

Examples: Monitoring & Evaluation, Risk Management, Grant Writing, Partnership Development

Required for the services you selected

Brief description of your project or challenge

* Required for selected services

After Building Foundation

Once you've completed Module 1, you'll have a solid foundation for project design. Module 2 (Operationalize) will teach you to transform your Theory of Change into actionable plans with logframes, activity design, proposals, and budgets.