The document outlines 10 tasks for developing a scaling-up plan from a pilot project to broader implementation. It discusses determining the viability of the model, assessing the organizational and social context, filling information gaps, preparing a scaling-up plan, legitimizing change, building constituencies, realigning resources, modifying organizational structures, coordinating actions, and tracking performance. The goal is to take an effective small-scale model and scale it up successfully to broader impact through strategic planning, stakeholder engagement, resource mobilization, and performance management.

1. Step 1: Developing a Scaling-up Plan
Task 1: Create a Vision What organisational, process, and technical factors were critical to success on a
1A. The Model: What Is pilot scale?
Being Scaled Up? How was the model simplified without undermining its effectiveness? Which
1B. The Methods: How elements of the model are absolutely necessary to replicate on a large scale?
Will Scaling Up Be
Accomplished? How did the organisation that carried out the pilot project ensure (a) the
1C. Organisational Roles: desire/motivation and (b) organisational capacity to expand its operations and
Who Performs the Key deliver services on a substantially larger scale?
Functions? What are the characteristics of the organisation best suited and motivated to
1D. Dimensions of implement the model on a scaled up basis or to serve as partners in
Scaling Up: Where Does implementing the model?
the Scaling Up Occur? What were the policy changes by the government and what were voluntarily
adopted by private and non-governmental organisations?
How did intermediary organisations support the scaling-up process? What help
was needed? Which organisations were best suited to performing these roles?
Along what dimension(s) was the scaling up.
How does the successful scaling up look like (the „final picture‟)?
Task 2: Assess Scalability What was the need for this model? How did relevant stakeholders, potential
2A. Determining the partners, and intended beneficiaries (made to) perceive a need for this kind of
Viability of the Model for model?
Scaling Up How was the model documented, including the process component, and its cost
2B. Analysing the
effectiveness objectively assessed?
Organisational and
Social Context Mention any evidence that the model is more (cost) effective than other
approaches. What were the economies or diseconomies of scale?
How were the institutional characteristics that were key to the outcomes
achieved replicated or enlarged?
What were the special or unique about the social context, political context, or
general circumstances of the pilot project (e.g., cultural, ethnic, or religious
values/characteristics; distribution of power; homogeneity; economic
conditions), that helped the model to be replicated successfully?
What were the appropriate organisational and implementation capacity required?
How did the organisation develop that capacity?
How was the funding for replicating the model on a large scale accessed?
How was the central mission, organisational culture, and values of the proposed
adopting organisation made sufficiently compatible with those necessary to
adopt and implement the model successfully?
Task 3: Fill Information What were stakeholder concerns? How were these concerns addressed? What
Gaps additional information or documentation was needed for planning and to address
stakeholder concerns?
Task 4: Prepare a How was the scaling up plan made? How did the plan, and the planning process
Scaling-up Plan capture the need, the vision, and the evidence for scaling up the model?
How did the plan capture a clear description of proposed actions, timetable,
roles and responsibilities, and resources? (key people, processes, time and
resources)
Step 2: Establishing the Pre-conditions for Scaling Up
Task 5: Legitimise What was done to persuade relevant decision makers, funders, and opinion
Change leaders that new solutions are necessary and desirable? How was it done?
What was done to persuade relevant decision makers, funders, and opinion
leaders that the proposed model is successful, cost-effective, and feasible?
How were spokespersons, conveners able to have an impact on these audiences?
Which messages and methods were the most effective? Why so? (advocacy to
make this a policy priority)
Task 6: Build a How were key decisions regarding the funding and implementation of scaling up
Constituency taken? How did the responsible organisations, organisational units, or
individuals secure the mandate or authority to make the decisions within these

2. organisations?
How were these decision makers persuaded? What arguments, appeals, or
advocacy strategies were employed, and how?
How were the most effective networks and alliances for carrying out this
advocacy identified? How were they efficiently mobilised and organised?
How was buy-in from the leadership and staff of potential implementing
organisations achieved?
Task 7: Realign and What additional human, institutional, and financial resources were needed to
Mobilise Resources support the process of “going to scale”? What was done to ensure that these
resources were available?
What human, institutional, and financial resources was needed for “operating at
scale”? What was done to ensure that these resources were available?
What new partnerships needed to be established? How was it done?
Step 3: Implementing the Scaling-up Process
Task 8: Modify What was done to encourage and assist the originating organisation to relinquish
Organisational Structures control and make the other changes necessary for successful transfer and scaling
up of the model? How was it done? Where and from whom did the initiative
come from and who anchored the process.
What changes were made in the “adopting organisation” and how were they
made? How was change resistance handled? Who were the natural allies?
How was the transfer process handled? What changes were made in their own
capacity—structure, staffing, or operations—to do this successfully?
Task 9: Coordinate Action How were action plans and budgets made for implementing the scaling-up effort
and, what more needs to be done?
How were responsibilities allocated and efficient mechanisms established for
coordinating the scaling-up effort?
Were there any conflicts? Who was responsible for monitoring these efforts and
for resolving any conflicts?
Task 10: Track What are the procedures for documenting the progress, lessons learned, and
Performance and impact of the scaling-up effort? How were they created?
Maintain Momentum What are the most effective mechanisms for ensuring that this information is fed
back to key stakeholders and to the broader public and that the information is
used to make necessary course corrections? How were these systems created and
was it simultaneous, add on, supportive...? (systems and protocols) What are the
human and financial resources needed? Who was the motivator? (person
centric) Who and what are the motivational factors necessary for maintaining
momentum? (person, process intensive)
What are the lessons learnt