Course Description

This course is an introduction to planning, monitoring and evaluation of projects or other work. It explores what impact is, methods of assessing impact, and practical tips throughout. It is comprised of recorded talks, worksheets and further reading and has been kindly sponsored by The Horse Trust

HBCA Expert Team

Anna Baatz

Anna is a community & education intervention monitoring & evaluation specialist. She is currently the Monitoring, Evaluation & Learning (MEL) Manager for Manchester City Football Club foundation; City In The Community. Previous to this she was the Education M&E lead at Dogs Trust, where she worked for six years. She has lead on transformative overhauls of the implementation of strategic MEL processes for both organisations by developing Theories of Change, outcome frameworks and multiple large scale quantitative and qualitative impact evaluations with evaluation work published in academic journal PLOS-One.

She holds a Masters degree from UCL in Educational Planning, Economics and International Development with a research specialty in Theory of Change and impact evaluation. She has supported and consulted to multiple animal welfare education programmes in low and middle income countries.

Anna is passionate about the need for organisations to recognise education & community intervention as complex; requiring of and interdependent on the same level of strategic planning as more practical and immediate charity strategy. And has a vocation to drive the pressing need for structured MEL to be embedded as an intrinsic cog in the machine of all behaviour change seeking organisations.

She lives in Manchester with her partner and son, has a scruffy dog called Mo, and has a special place in her heart for Indian street dogs.

HBCA Instructor

Suzanne Rogers

Suzanne worked in science publishing for 10 years - initially as a science journalist and later as the Managing Editor of Trends in Biotechnology. In her spare time she re-qualified in animal behaviour and welfare, gained extensive practical experience with several animal welfare organisations, worked as an equine behaviour consultant and founded Learning About Animals, which consists of four elements: events, equine behaviour, animal welfare consultancy and resources.

Through extensive travel to developing countries, Suzanne gained interest in transport animals and in 2005 joined the Board of the World Association for Transport Animal Welfare and Studies (TAWS), of which she is still an active member. She is also co-founder and Programmes Director of Change For Animals Foundation (CFAF) and co-founder and Trustee of the Aquarium Welfare Association.

In 2007 she became the Programmes Manager of the Companion Animal Unit at WSPA (now World Animal Protection) managing dog population and working equine programmes. A key part of this role was to develop and test participatory methodologies – working within communities to lead to a change in the way people manage and care for their animals. Suzanne led the move away from a heavy focus on mobile clinics towards prevention through participatory approaches. To reflect the broad applicability of the approach to other species she became the Technical Advisor for Human Behaviour Change Programmes.

Since 2011, Suzanne has worked as an international consultant for animal welfare and human behaviour change and set up Human Behaviour Change for Animals (HBCA).

HBCA Instructor

Jo White

Human behaviour change is at the heart of all the work Jo undertakes in animal welfare. As co-founder of the social enterprise Human Behaviour Change for Animals alongside Suzanne, she is committed to making a difference. A life-long passion for animals has resulted in a career that spans nearly three decades working with and connected to animals. From its practical beginnings with horses who remain a constant, to developing and implementing international projects to deliver behaviour change to improve animal welfare, including the human animal.

Jo’s interest in behaviour led to an increasing focus on the role of the human animal in sustainably improving the wellbeing of animals. Using the principles and theories of human behaviour change within her work, including research, education, training, campaigning, communications, advocacy, project design, and strategy development. She has worked to deliver positive change through building capability, creating opportunity and developing motivation among the people and communities involved with animals.

Jo has an MSc in (Human) Behaviour Change, a Degree in Equine studies, a Certificate in Campaigns, together with varying practical equine qualifications. During her Master’s Degree Jo undertook research exploring the potential for human habit formation and change to deliver sustainable improvements for animal welfare; this research is now ongoing.

In 2001 she became Campaigns Manager for the then International League for the Protection of Horses, which went on to become World Horse Welfare. During her ten years at the charity she was promoted to the Senior Management Team as Director of Campaigns and Communications.

Jo developed and led a number of international welfare projects seeking improvements, through influencing and supporting change. Examples included the campaign to end the long-distance transport of horses and donkeys for slaughter. This work successfully delivered changes to legislation that improved welfare – including a reduction from over 160,000 to around 26,000 horses and donkeys being transported each year. In 2010 she was awarded the British Equine Veterinary Association Welfare Award, for her work on this campaign. Examples of others areas of focus include UK and EU animal welfare policy and legislation, work on equine disease and movement, capacity building in Romania, and the change process associated with rebranding World Horse Welfare.

Jo’s ambition of running her own company became a reality in 2011 when she set-up the social enterprise Progressive Ideas. She has since worked with a variety of UK and international NGOs, universities, policy makers, commercial organisations and individuals, covering a myriad of different animal welfare projects where understanding human behaviour and behaviour change is central.

Course curriculum

  • 1


    • About Human Behaviour Change for Animals CIC - video introduction to the topic and HBCA

    • Welcome to the Monitoring and Evaluation Course

    • Introduction to Planning, Monitoring and Evaluation

  • 2

    What is Impact?

    • What is Impact?

    • Worksheet - Theory of Change Example

    • Worksheet - Construct a Simple Theory of Change

  • 3


    • Planning

  • 4

    Introduction to Quantitative and Qualitative Methods

    • Monitoring and Evaluation - Quantitative and Qualitative Data

  • 5

    Quantitative evaluation methods

    • Quantitative evaluation methods

    • Quiz - Quantitative Methods

    • Case Study Wakefield MMR worksheet

  • 6

    Qualitative methods (incl questionnaires)

    • Qualitative tools overview

    • Questionnaire based indicators

    • Worksheet - Questionnaire Based Indicators

    • Most Significant Change

    • Interviews: Individual and Focus Groups

  • 7

    Relevant multimedia links

    • Praia de Faro project PDF

    • Monitoring change in human behaviour towards dogs - video clip

    • Theory of Change example - video clip

    • Teaser for our Strategic Planning short course


5 star rating

A great introduction

Isabella Wild

Thank you for a very informative course. It is a great introduction and I now have lots of ideas which I hope to put into practice at work. Feeling inspired ...

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Thank you for a very informative course. It is a great introduction and I now have lots of ideas which I hope to put into practice at work. Feeling inspired to learn more about this topic, and have a go at some of the methods. I would recommend!

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