Evaluation of Human Rights and Accountability of Economic Actors
what comes next
An approach to learning, sense-making, and strategic reflection on corporate accountability
Start
a bit about us
Start
next
Erica
1/2
I am a facilitator and MEL practitioner with over 25 years of experience supporting organisations to learn, reflect, and make sense of complex change. As a Principal Consultant at IOD PARC, I design participatory, mixed-methods approaches that bring diverse perspectives together into shared understanding.
next
Eva
2/2
I am an international development evaluator with 20 years of experience leading rigorous, participatory evaluations for UN agencies, foundations, and NGOs. My work combines theory-based and mixed-methods approaches, with a strong focus on gender-responsive, inclusive evaluation and producing clear, actionable insights to inform decision-making.
Why this evaluation?
Understanding how the corporate accountability field has advanced systemic change since 2015 — and what this means for the future
The story...
unlocking
What the evaluation is designed to reveal
behind this evaluation
+Info
+Info
How we approach
the evaluation
Next
How we’ll work
A participatory, adaptive evaluation that builds on what already exists, stays light on people’s time, and keeps learning at the centre.
We examine concrete examples of how strategies work in practice.
8 principles guide how we show up, listen, analyse, and learn.
We learn from stories, conversations, thinking spaces, and document.
Change is complex, non-linear, and shaped by relationships, power, and context — so our methods need to match that reality.
Sprockler
Next
Revisiting and expanding our
QUESTIONS
Next
Refined Evaluation Framework
The four original evaluation questions were revisited through a participatory workshop with SAGE and a review of key documents. This led to a clearer sense of shifting priorities and resulted in an expanded set of six evaluation questions with 12 supporting sub-questions.
+Info
People & organisations involved
stakeholders
Next
who is who
Stakeholder mapping
Who the stakeholders are
Working closely with SAGE, we developed a stakeholder matrix to map the ecosystem around corporate accountability and guide our engagement strategy. Stakeholders were categorised by key dimensions such as funding source, organisational type, thematic and geographic focus, gender, preferred engagement mode, and priority for consultation.
This mapping helps us be intentional about who is included and how.
+Info
Next
Roles in the evaluation
Who does what
SAGE management team: provides strategic oversight and operational support (access, coordination, communications) without influencing evaluative judgements.
Evaluation Reference Group (ERG): a “critical friend” providing strategic advice, reflecting on emerging insights, supporting sense-making, and reviewing key deliverables.
Wider stakeholders (grantees, partners, funders, others): contribute perspectives and lived experience through interviews, focus groups, workshops, and stories; help test and deepen insights where appropriate.
Subject-matter experts (2): provide specialist advice, review key deliverables and support quality assurance at key moments.
Evaluation team: designs and delivers the evaluation, leads data collection and analysis, facilitates reflection spaces, and produces outputs; retains responsibility for final analytical judgement.
Timeline
How the work will unfold
Next
Orientation and set up
31/01
31/01
Draft Approach Paper
Preliminary document review
28/02
10/02
Feedback from Subject matter experts/SAGE and ERG
Preliminary meetings and workshops
Next
Exploring
15/04
06/03
Key Informant Interviews
Sprockler launch
30/04
30/03
FGD and workshops
Tracing stories of change/ selection of deep dives
Next
Reading the signals
15/07
15/05
Feedback from Subject matter experts/SAGE & ERG
Meaning-making workshops
31/07
15/06
Finalising findings packs
Finalising and packaging the findings
Next
What this work will produce
outputs
The evaluation will bring together insights from across the evidence to produce shared findings, which will be reviewed and refined with SAGE and the Reference Group. Final outputs will be co-designed with SAGE, and the process will end with a learning session to support reflection and use
Thanks for listening
Let´s keep talking
We prioritise approaches that centre lived experience and support shared reflection, focusing on contribution and influence pathways rather than definitive attribution.
Background...
Where we are now
Following a short commissioning and co-design phase, they have now partnered with a new evaluation team to take the work into its final phase, building on what already exists while refining the approach where needed.
Wellspring and SAGE commissioned an evaluation covering 2015–2025 to examine how the corporate accountability field has contributed to advancing systemic accountability within the global economy.
- Stories of change (Sprockler): Collects diverse narratives from partners since 2015 to identify patterns and trends.
- Interviews & focus groups: Deepen understanding through institutional memory, and dialogue.
- Workshops: Create shared interpretation and learning rather than data extraction.
- Desk review & closed AI (where useful): Supports theme identification and triangulation with strong safeguards.
The evaluation will include deeper exploration of selected examples to better understand how key strategies have contributed to systemic change
- Rooted in learning
- Grounded in evidence (triangulation + transparency on limits)
- Proportionate, non-extractive
- Deeply aware of context
- Intersectional and power-aware
- Centred on grantee community, worker organisations and others
- Curious about resistance (backlash as signal)
- Oriented towards what comes next
The matrix...
Where we are now
Building a broad and inclusive stakeholder matrix early supports the credibility and robustness of the evaluation.
This process identified 560+ PRELIMINARY stakeholders, most with email contacts, enabling outreach through Sprockler and other engagement methods.
- Storytelling-based method.
- Up to 500 people — including grantees, academics, and other donors.
- Mix of qualitative and quantitative data.
We combine structured evidence gathering with flexibility, using the Reference Group for reflection and sense-making, following a “no surprises” approach, and staying gender- and human-rights-responsive throughout.
This evaluation looks at
how grantee and other patners have contributed to wider systemic shifts over time
- The contribution of Wellspring, SAGE, and their grantees to these advances.
- Opportunities and challenges, including which strategies and tools matter most beyond this field.
- The most significant advances achieved by the field over the past decade.
- The value and impact of key strategies and actors.
Approach for the RG
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Transcript
Evaluation of Human Rights and Accountability of Economic Actors
what comes next
An approach to learning, sense-making, and strategic reflection on corporate accountability
Start
a bit about us
Start
next
Erica
1/2
I am a facilitator and MEL practitioner with over 25 years of experience supporting organisations to learn, reflect, and make sense of complex change. As a Principal Consultant at IOD PARC, I design participatory, mixed-methods approaches that bring diverse perspectives together into shared understanding.
next
Eva
2/2
I am an international development evaluator with 20 years of experience leading rigorous, participatory evaluations for UN agencies, foundations, and NGOs. My work combines theory-based and mixed-methods approaches, with a strong focus on gender-responsive, inclusive evaluation and producing clear, actionable insights to inform decision-making.
Why this evaluation?
Understanding how the corporate accountability field has advanced systemic change since 2015 — and what this means for the future
The story...
unlocking
What the evaluation is designed to reveal
behind this evaluation
+Info
+Info
How we approach
the evaluation
Next
How we’ll work
A participatory, adaptive evaluation that builds on what already exists, stays light on people’s time, and keeps learning at the centre.
We examine concrete examples of how strategies work in practice.
8 principles guide how we show up, listen, analyse, and learn.
We learn from stories, conversations, thinking spaces, and document.
Change is complex, non-linear, and shaped by relationships, power, and context — so our methods need to match that reality.
Sprockler
Next
Revisiting and expanding our
QUESTIONS
Next
Refined Evaluation Framework
The four original evaluation questions were revisited through a participatory workshop with SAGE and a review of key documents. This led to a clearer sense of shifting priorities and resulted in an expanded set of six evaluation questions with 12 supporting sub-questions.
+Info
People & organisations involved
stakeholders
Next
who is who
Stakeholder mapping
Who the stakeholders are
Working closely with SAGE, we developed a stakeholder matrix to map the ecosystem around corporate accountability and guide our engagement strategy. Stakeholders were categorised by key dimensions such as funding source, organisational type, thematic and geographic focus, gender, preferred engagement mode, and priority for consultation.
This mapping helps us be intentional about who is included and how.
+Info
Next
Roles in the evaluation
Who does what
SAGE management team: provides strategic oversight and operational support (access, coordination, communications) without influencing evaluative judgements.
Evaluation Reference Group (ERG): a “critical friend” providing strategic advice, reflecting on emerging insights, supporting sense-making, and reviewing key deliverables.
Wider stakeholders (grantees, partners, funders, others): contribute perspectives and lived experience through interviews, focus groups, workshops, and stories; help test and deepen insights where appropriate.
Subject-matter experts (2): provide specialist advice, review key deliverables and support quality assurance at key moments.
Evaluation team: designs and delivers the evaluation, leads data collection and analysis, facilitates reflection spaces, and produces outputs; retains responsibility for final analytical judgement.
Timeline
How the work will unfold
Next
Orientation and set up
31/01
31/01
Draft Approach Paper
Preliminary document review
28/02
10/02
Feedback from Subject matter experts/SAGE and ERG
Preliminary meetings and workshops
Next
Exploring
15/04
06/03
Key Informant Interviews
Sprockler launch
30/04
30/03
FGD and workshops
Tracing stories of change/ selection of deep dives
Next
Reading the signals
15/07
15/05
Feedback from Subject matter experts/SAGE & ERG
Meaning-making workshops
31/07
15/06
Finalising findings packs
Finalising and packaging the findings
Next
What this work will produce
outputs
The evaluation will bring together insights from across the evidence to produce shared findings, which will be reviewed and refined with SAGE and the Reference Group. Final outputs will be co-designed with SAGE, and the process will end with a learning session to support reflection and use
Thanks for listening
Let´s keep talking
We prioritise approaches that centre lived experience and support shared reflection, focusing on contribution and influence pathways rather than definitive attribution.
Background...
Where we are now
Following a short commissioning and co-design phase, they have now partnered with a new evaluation team to take the work into its final phase, building on what already exists while refining the approach where needed.
Wellspring and SAGE commissioned an evaluation covering 2015–2025 to examine how the corporate accountability field has contributed to advancing systemic accountability within the global economy.
The evaluation will include deeper exploration of selected examples to better understand how key strategies have contributed to systemic change
The matrix...
Where we are now
Building a broad and inclusive stakeholder matrix early supports the credibility and robustness of the evaluation.
This process identified 560+ PRELIMINARY stakeholders, most with email contacts, enabling outreach through Sprockler and other engagement methods.
We combine structured evidence gathering with flexibility, using the Reference Group for reflection and sense-making, following a “no surprises” approach, and staying gender- and human-rights-responsive throughout.
This evaluation looks at
how grantee and other patners have contributed to wider systemic shifts over time