aes26 International Evaluation Conference

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.