Leading through Learning: Operationalized Theory of Action (OPTA)

The operationalized theory of action (OPTA) is a logic model that provides a graphic depiction of the relationship between your initiative’s activities and effects. It makes clear what your strategy will look like in action and what waves of outcomes and impacts you believe you will see as a result of your work. Follow the steps below to create an OPTA. See Chapter 2 of the Leading through Learning Toolkit for more detailed directions on use.

  1. Articulate your short-, medium-, and long-term goals.
  2. Articulate the inputs and actions needed to achieve your goals.
  3. Group actions and outcomes into workstreams, if useful.
  4. Review, revise, and refine the OPTA.