Oxford Transition Valuation Knowledge Exchange Series - Session 3. Analysis of User Needs and Indicator Gaps
This session will be hybrid: Online via Zoom / in-person @ Oxford for Skoll World Forum
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The in-person event will be held at Harris Manchester College, Mansfield Road, Oxford, OX1 3TD
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Objective
Assessing usability indicators across investments: Effectiveness, Efficiency, Satisfaction
Overview
The third session moves from shared frameworks to applied evaluation. Participants examine how usability indicators — effectiveness, efficiency, and stakeholder satisfaction — function across real investment cases.
Drawing on organisational experience and previously presented valuation techniques, the session interrogates the operational feasibility, data availability, and policy alignment of selected indicators. Participants assess how indicators perform across project lifecycles and institutional contexts, identifying where methodological harmonisation is viable and where context-specific adaptation remains necessary.
The session generates project-level assessments that test indicator robustness in preparation for back-testing and deeper technical modelling.
NOTE: This is a closed session. Participation is limited to those who attended Sessions 1 and 2 to ensure continuity of context and technical grounding.
Learning Outcomes
By the end of the session, participants will be able to:
• Assess the applicability and robustness of effectiveness, efficiency, and satisfaction indicators across investment cases.
• Analyse the maturity, coverage, and methodological controversies associated with selected valuation techniques.
• Evaluate the operational feasibility of applying these indicators within development bank policy frameworks.
• Determine where harmonised approaches are viable and where tailored methodologies are required for back-testing.
Session Outline
13:00 | Opening for 13:15 Start
13:15 – 13:25 | Introduction - Recap and Setting the Scene for Session 3
13:25-13:45 | Presentations - Introduction into Usability Matrix: Impact valuation, dependency/vulnerability, and exposure from an indicator and valuation technique perspective, each 5 minutes
13:45-14:10 | Discussion - Reflections on information needs under a given role and policy framework to generate value and avoid negative impact
Selected commentary from Experts and Executives from transition finance and impact assessment
14:10-14:15 | Conclusion - Concluding Remarks and Outlook
14:15 – 14:30 | Optional networking - Informal networking time for participants with the Transition Valuation Project team
14:30 | Session closes