5A. Capacity building toolkit

This toolkit explains the steps involved in building the capacity (skills and will) of people in your system to advance your delivery effort:

  • Defining the desired change
  • Selecting or designing formal learning interactions
  • Creating opportunities to practice
  • Reflecting on learning through regular observation and feedback

These steps are explained in detail in Deliverology in Practice. The toolkit also includes materials on how to make the structure and environment of your system more conducive to capacity building and a “growth mindset”, and how to build capacity at scale.

Kit Resources Include:

5A. Capacity building toolkit overview

Topics: Delivery Resources, Create an Irreversible Delivery Culture, 5A: Build System Capacity All the Time

This document provides a guide through the rest of this toolkit. Read this first to understand the concepts covered in the rest of the kit.

5A.A1. Leadership competency framework rubric (K-12)

Topics: Delivery Resources, Create an Irreversible Delivery Culture, 5A: Build System Capacity All the Time

This rubric sets out the common competencies that education leaders in a K-12 system need in order to drive change. Includes a reflection worksheet, which you can use to identify areas of strength and areas for growth; identify specific changes in behavior that you want to make; and plan how you’re going to make changes.

5A.A2. Leadership competency framework rubric (higher ed)

Topics: Delivery Resources, Create an Irreversible Delivery Culture, 5A: Build System Capacity All the Time

This rubric sets out the common competencies that education leaders in a higher ed setting need in order to drive change. Includes a reflection worksheet, which you can use to identify areas of strength and areas for growth; identify specific changes in behavior that you want to make; and plan how you’re going to make changes.

5A.B. Defining the desired change in capacity

Topics: Delivery Resources, Create an Irreversible Delivery Culture, 5A: Build System Capacity All the Time

Use this exercise guide to lead a group of learners (for example, a particular team or key leaders in your system) through a self-assessment using EDI’s leadership competency framework rubric.

1A.A. Brainstorming your aspiration and goals

Topics: Delivery Resources, Develop a Foundation for Delivery, 1A: Define Your Aspiration

This exercise guide will lead you and your system’s leadership team through the establishment of a clear, prioritized set of goals, each with a clear leader and metric.

5A.C. Activity plan template

Topics: Delivery Resources, Create an Irreversible Delivery Culture, 5A: Build System Capacity All the Time

Use this editable template to plan effective workshops, meetings, and other interactions based on clear learning objectives. Learn how to use the template to best effect by reading Document 5A.D (Key principles of workshop design).

5A.D. Key principles of workshop design

Topics: Delivery Resources, Create an Irreversible Delivery Culture, 5A: Build System Capacity All the Time

This detailed slide deck explains the key principles of workshop design. Use it to inform your own design of workshops, meetings, and other interactions, or as a resource when training others.

5A.E. Key principles of effective facilitation

Topics: Delivery Resources, Create an Irreversible Delivery Culture, 5A: Build System Capacity All the Time

This detailed slide deck explains the key principles of effective facilitation as applied to interactive workshops. These skills can also be applied to a wide range of meetings and interactions beyond training workshops. Use the slide deck to increase your understanding of facilitation techniques or as a resource when training others.

5A.F. Identifying practice and reflection opportunities

Topics: Delivery Resources, Create an Irreversible Delivery Culture, 5A: Build System Capacity All the Time

Use this worksheet to plan opportunities for practicing skills in identified growth areas and reflecting on this practice. Can be used individually; with a manager, coach or mentor; or as part of a formal learning interaction in which new skills were introduced. Includes a simple template for structuring reflection and feedback conversations.

5A.G. Model for feedback and coaching

Topics: Delivery Resources, Create an Irreversible Delivery Culture, 5A: Build System Capacity All the Time

This detailed slide deck sets out EDI’s model for feedback and coaching. Use it to build your own understanding of the model, or as a training resource, for example, to set new expectations for the giving and receiving of feedback in your team.

5A.H. Adjusting structure and environment to support capacity building

Topics: Delivery Resources, Create an Irreversible Delivery Culture, 5A: Build System Capacity All the Time

Use this exercise guide to lead a group through a discussion about the steps they can take to adjust structures and the environment in their system/organization to support capacity building. Includes a handout on typical aspects of organizational structure and environment.