Operationalising the transformative equity and the climate and ecosystems health criteria in evaluations: Lessons from pilot implementations

African Evaluation Journal

 
 
Field Value
 
Title Operationalising the transformative equity and the climate and ecosystems health criteria in evaluations: Lessons from pilot implementations
 
Creator Tsekiso, Sinenhlanhla Goldman, Ian Norins, Jennifer Zibi, Lungiswa Sithole, Sibongile
 
Subject Monitoring and Evaluation; Social Science equity; evaluation; transformative change; inclusion; indicator mapping; institutional transformation
Description Background: The world is experiencing overlapping crises of climate breakdown, ecosystem degradation, rising inequality, and conflict. Traditional evaluation criteria inadequately address equity and environmental sustainability. To bridge this gap, key South African evaluation system stakeholders developed two new criteria: Transformative Equity (TE) and Climate and Ecosystems Health (CEH).Objectives: This article shares lessons from the application of the TE and CEH criteria in three specific use cases. It examines how the criteria shape evaluation practice, highlights successes and challenges from pilot evaluations, and explores implications for institutionalisation.Method: The article draws on authors’ direct involvement in the development and piloting of the criteria, key informant interviews with representatives from piloting institutions, and literature reviews conducted by Young Emerging Evaluators (YEEs) to map potential indicators and resources.Results: Pilots revealed that the criteria (TE and CEH) encouraged evaluators to consider equity, climate, and ecosystem health more systematically. Positive outcomes included revisions of evaluation guidelines, inclusion of beneficiary perspectives, and stronger alignment with just transition policies. However, challenges included data gaps, limited climate literacy, methodological ambiguities, and institutional delays.Conclusion: Integrating TE and CEH into evaluations requires adoption at design stage; practical tools; stronger data systems; and targeted capacity development. Institutional buy-in and leadership support are essential for mainstreaming these criteria.Contribution: This article contributes to the growing body of knowledge on how evaluation can advance equity and environmental justice. It demonstrates how criteria reshape evaluation practice, strengthen accountability, and support transformative policy and institutional change.
 
Publisher AOSIS
 
Contributor SAMEA, DPME, DSTI, IEO/NDB, DBSA, Tracy Bailey, Mokgorometja Chepape, Amahle Nciweni, and Lelethu Bodlani
Date 2026-04-10
 
Type info:eu-repo/semantics/article info:eu-repo/semantics/publishedVersion — Qualitative: key informant interviews, document review, and participatory indicator mapping
Format text/html application/epub+zip text/xml application/pdf
Identifier 10.4102/aej.v14i2.859
 
Source African Evaluation Journal; Vol 14, No 2 (2026); 10 pages 2306-5133 2310-4988
 
Language eng
 
Relation
The following web links (URLs) may trigger a file download or direct you to an alternative webpage to gain access to a publication file format of the published article:

https://aejonline.org/index.php/aej/article/view/859/1673 https://aejonline.org/index.php/aej/article/view/859/1674 https://aejonline.org/index.php/aej/article/view/859/1675 https://aejonline.org/index.php/aej/article/view/859/1676
 
Coverage South Africa; regional SADC relevance; global linkages (NDB) 2021–2024 (covering the development of the Transformative Equity and CEH guidelines, their launch in 2023, and pilot applications up to 2024) Key informant interviews with institutional representatives (DSTI, DBSA, NDB, DPME), document reviews, and inputs from 3 young & emerging evaluators
Rights Copyright (c) 2026 Sinenhlanhla Tsekiso, Ian Goldman, Jennifer Norins, Lungiswa Zibi, Sibongile Sithole https://creativecommons.org/licenses/by/4.0
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