Theory-based causal analysis


After taking this course, the participants: - Have a sound understanding of various options for designing theory-based causal analysis

- Are aware of different purposes & uses of various theory-based causal analysis

- Know key principles of methodological design

- Can apply theory-based causal analysis using process-tracing in practice & using pattern-matching in practice


“There is nothing as practical as a good theory”. This phrase, purportedly coined by Kurt Lewin in the 1940s and later taken up inter alia by Carol Weiss and Ray Pawson resonates well with most evaluators and development practitioners nowadays.

This workshop covers the following topics: review of various causal theories and their affiliated theory-based evaluation methods; principles for selecting the right design; fundamentals of designing a theory-based causal analysis; applications of theory-based evaluation for causal analysis using three case-based approaches: (1) process tracing; (2) pattern-matching; (3) Qualitative Comparative Analysis. Examples from World Bank evaluations as well as other organizations are used throughout the workshop to illustrate the content. The workshop applies a combination of short lectures, group exercises, and group and plenary discussions.

  • Methodenkompetenzen / Methodische Kenntnisse
  • Organisations- und Feldkenntnisse
  • Praxis der Evaluation
Durchführende Person/en bzw. Institution/en (inkl. kurzer Vorstellung)

Estelle Raimondo (PhD) is a Senior Evaluator at the World Bank’s Independent Evaluation Group, where she leads evaluations and advises and trains teams on a wide range of methods. She is also a Methods advisor for Global Affairs Canada. She has trained evaluation students and professionals at the George Washington University, IPDET, the AEA, EES, Norad and the Finnish Ministry of Foreign Affairs. Her research has been published in several internationally peer-reviewed journals. Her first book is: Dealing with complexity in development evaluation: a practical approach (2015, with Michael Bamberger and Jos Vaessen; SAGE Publications). She is a Board member of the European Evaluation Society.

Umfang (Dauer)

1 week interactive online workshop


The workshop is designed primarily for evaluators or evaluation researchers. It is most suitable for experienced evaluators or evaluators who are well-versed in the basic principles of theory-based eval. While the workshop will reach some advanced level i

Sonstige Angaben

registration: 6.4. - 15.10.2021 www.ipdet.org


none. This workshop can be considered “advanced” level. The workshop will target evaluators who have a robust understanding of theories of change and solid notions of evaluation design.