Scaling Up Management (SUM) Framework: From Vision to Large‐scale Change


Service providers in both developed and developing countries alike find themselves under pressure to reduce costs, improve social outcomes and explain why it is difficult to accelerate the spread of best practices. The concept of scaling up has become increasingly popular as concerned donors note the relatively poor record of innovation pilot projects in their reach to large populations. The Scaling-Up Management Framework and the guidelines presented in this document seek to improve this track record through practical advice on a three-step, ten-task process for effective scaling up:

  • Step 1: Develop a Scaling Up Plan - involving four tasks: Create a vision; Assess Scalability; Fill information gaps; and prepare a scaling up plan
  • Step 2: Establish the Pre-Conditions for Scaling Up - and this involves three tasks: Legitimize change; Build a constituency; and Re-align and mobilize resources
  • Step 3: Implement the Scaling up Process - and three tasks: Modify organisational structures; Coordinate action; and track performance and maintain momentum

How will scaling-up be accomplished? A good starting point is David Korten’s classic depiction of the scaling up process as three successive stages: effectiveness (developing a solution that works); efficiency (finding a way to deliver the solution at an affordable cost); and expansion (developing a way to provide the solution on a large scale).

Scaling Up Management (SUM)