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Thursday, September 17
 

10:30am ACST

Scalability and scaling in and across place: A practical framework for complexity-informed evaluation practice
Thursday September 17, 2026 10:30am - 11:30am ACST
Author: Matt Healey (First Person Consulting)

Scaling is often treated as a straightforward ambition: test an intervention in one place, then replicate it in others. In complex systems, and particularly in place-based settings where challenges are systemically entrenched in local history, relationships and power, this logic breaks down. What works is frequently inseparable from where and with whom it works. Scaling across places is not replication. It is a fundamentally different process, and evaluators need tools adequate to that complexity.
This workshop equips evaluators, program designers and commissioners to challenge lock-step and linear models of scaling and apply a complexity-informed, place-sensitive approach in their own practice. Despite the proliferation of place-based initiatives across Australia and the Asia Pacific, most evaluators lack a coherent framework for assessing scalability or monitoring fidelity in contextually sensitive ways.
Three connected arguments run through the session. First, scalability is a question before it is a plan: interventions need to be tested for readiness and direction before any scaling begins. Second, scaling in complex systems requires holding the tension between fidelity and adaptation, not resolving it prematurely. Third, scaling across places demands attention to what is systemically entrenched in each context: the relationships, trust and power dynamics that cannot be lifted and shifted.
These arguments are anchored in three practical tools: a reworked scalability assessment; the Scaling in Place Framework, a new conceptual tool mapping fidelity, adaptation, mechanism and context; and the Scaling Canvas and Fidelity Checker for planning and monitoring.
The session is structured around a short conceptual input, a worked case example, and a facilitated small group activity in which participants apply the tools to a program or context from their own practice. Structured reflection closes the session. It is targeted at intermediate-level evaluators, program designers and commissioners working in place-based, health, community or government settings.
Chair
avatar for Jemima Walsh

Jemima Walsh

Evaluator on sabbatical. I’m attending the conference to reflect on past practice and keep up with emerging trends. Tell me what you’re currently finding energising or challenging in the sector or just chat to me about your favourite books and holidays!
Speakers
avatar for Matt Healey

Matt Healey

Principal Consultant | Co-Founder, First Person Consulting
I'm Matt, Co-Founder of First Person Consulting. I work at the intersection of systems thinking, evaluation and design — helping people make sense of messy, complex problems with a healthy dose of humour and humility. I also co-host the It Depends Podcast, where the honest answer... Read More →
Thursday September 17, 2026 10:30am - 11:30am ACST
Rooms 3+4 Stokes Hill Rd, Darwin City NT, Australia

11:30am ACST

Evaluating with the Vanua: A Practical Framework for Relational, Place Based Evaluation in Indigenous Contexts
Thursday September 17, 2026 11:30am - 12:30pm ACST
Author: Elisabeta Torava
Evaluation practice in Indigenous communities across the Pacific and Australia often rely on Western tools that overlook relational obligations, kinship structures, and place based ethics. This session introduces a practical, culturally grounded evaluation approach based on vanua ontology, a relational worldview that positions land, people, and relationships as inseparable. Drawing from my doctoral research with iTaukei communities in Fiji, the session demonstrates how evaluators can design and implement evaluations that honour Indigenous values, strengthen relational accountability, and generate findings that communities recognise as meaningful.
The objective is to demonstrate how evaluators can redesign Western tools and methods to honour Indigenous relational ethics, strengthen cultural integrity, and generate findings that communities recognise and relate with. This work is important because many evaluation tools used across the Pacific and Australia continue to erase relational systems, producing invisibility, misinterpretation, and unintended harm.
The core argument is that evaluation practice must shift from individualistic, decontextualised measures to relational, place‑based approaches grounded in Indigenous worldviews. Three key messages will be shared:
- Western evaluation tools often embed assumptions that conflict with Indigenous relational logics.
- Vanua‑aligned principles offer a culturally coherent foundation for ethical, rigorous evaluation.
- Practical redesign is possible when evaluators centre relationships, place, and collective wellbeing.
Designed as a skill‑building session, the presentation uses hands‑on activities rather than lecture. Participants will analyse a standard Western evaluation tool, identify where invisibility occurs, and collaboratively redesign selected questions using vanua‑based principles. A case vignette and mapping template will guide this process.
Interactivity is promoted through small‑group work, collective mapping, movement‑based clustering, and facilitated dialogue. Participants will leave with a practical mini‑framework and concrete tools they can apply immediately in their own evaluation practice.


Chair
avatar for Anne Stephens

Anne Stephens

Director, Ethos of Engagement
Anne is the Director and Co-Founder of Ethos of Engagement Consulting a global and women-led research and evaluation firm. We work in Africa, the Asia-Pacific, Central America, UK and USA. We use Inclusive Systemic Thinking to guide our methodology and approaches and diversity is... Read More →
Speakers
avatar for Elisabeta Torava

Elisabeta Torava

PhD Researcher, Monash University
Known among my colleagues as the All Rounder, I move across issues in Fiji with a depth shaped by lived experience, cultural grounding, and decades of navigating systems as an iTaukei woman. Born and raised in my village, I carry the wisdom of my ancestors through my grandmother’s... Read More →
Thursday September 17, 2026 11:30am - 12:30pm ACST
Rooms 1+2 Stokes Hill Rd, Darwin City NT, Australia

1:30pm ACST

Process tracing in practice: testing causal claims with mixed evidence
Thursday September 17, 2026 1:30pm - 2:30pm ACST
Author: Kizzy Gandy, Sax Institute

Learning objective: Participants will be able to construct core and alternative hypotheses from a theory of change, design evidence tests to distinguish between them and make defensible causal claims.

Contribution analysis is now widely used in Australian evaluation practice, but many evaluators stop short of the next step: systematically testing whether something other than the program explains the observed outcomes. Process tracing does exactly this. It raises the rigour of causal claims not by collecting more data, but by being more deliberate about what the data needs to show — and what it would need to show if the alternative explanation were true instead.

This workshop uses a real evaluation of the Embrace Multicultural Mental Health Project as a case study. The Embrace evaluation combined contribution analysis and process tracing with a mixed-method design including a quasi-experimental quantitative survey and qualitative interviews. It produced a result that many evaluations encounter but few handle well: the quantitative analysis found the program had no detectable effect on key outcomes, yet qualitative evidence suggested it was working. Process tracing provided the analytical framework to distinguish between three plausible explanations — the program failed, the effects take time to materialise, or competing programs are producing the same outcomes.

Participants work through three structured exercises: translating a theory of change into core and alternative hypotheses; designing evidence tests that can distinguish between them; and applying evaluator judgement to weight mixed evidence and reach a defensible conclusion. Each exercise uses the Embrace case, with reflection prompts connecting the method to participants' own evaluations.

The workshop is aimed at intermediate to advanced evaluators working on complex programs.
Chair
avatar for Justine Smith

Justine Smith

Principal Consultant, Nation Partners
With a background spanning research, government, non-government organisations and consulting, Justine brings technical knowledge and over 10 years of experience to the projects she works on. As a highly experienced program evaluator and strategic thinker, Justine has applied her skills... Read More →
Speakers
avatar for Kizzy Gandy

Kizzy Gandy

Head, Evidence and Impact, Sax Institute
Dr Kizzy Gandy is Head of Evidence and Impact at the Sax Institute. She leads the institute’s consultancy arm, providing systems intelligence to health and wellbeing organisations. This work spans evidence synthesis, program/policy/system evaluation, dynamic simulation modelling... Read More →
Thursday September 17, 2026 1:30pm - 2:30pm ACST
Rooms 3+4 Stokes Hill Rd, Darwin City NT, Australia

4:00pm ACST

Meeting new challenges with better theories of change
Thursday September 17, 2026 4:00pm - 5:00pm ACST
Authors: Patricia Rogers, Footprint Evaluation Initiative, Emil Laurberg Morgensen, University of Southern Denmark
Theories of change are now commonly used to design initiatives, including projects, programs and policies, and to shape monitoring and evaluation.  But 40 years after first being showcased at an AES conference, these are often developed and used in ways that don’t fit what is needed, especially to support adaptation across different settings and in changing contexts.  This session will present common mistakes, what they are, why they matter, and examples of better strategies.  Participants will engage with exercises to identify issues, try out strategies and explore possible applications in their own work and in shaping organisational requirements and procedures.
Chair
avatar for Zoe Enticott

Zoe Enticott

Principal Consultant, Clear Horizon
An evaluator and facilitator working for social impact, I'm passionate about developmental, collaborative and trauma informed approaches that elevate the voices of people and communities. Over the past 10-years I have worked across the government, not-for-profit and community sectors... Read More →
Speakers
avatar for Patricia Rogers

Patricia Rogers

Consultant, Independent advisor and consultant
Founder of BetterEvaluation and former Professor of Public Sector Evaluation at RMIT University. Now working as consultant and advisor. Co-author (with Sue Funnell) of the book Purposeful Program Theory: Effective Use of Theories of Change and Logic Models, currently being revised... Read More →
avatar for Emil Laurberg Mogensen

Emil Laurberg Mogensen

Odense University Hospital, Department Of Clinical Research, University Of Southern Denmark
Thursday September 17, 2026 4:00pm - 5:00pm ACST
Hall 2
 
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