• Planning for scale-up should start from the earliest stages of program design.
  • Before developing a scaling plan, there are a number of key questions, as laid out in the resources below, that you should be able to answer about your organization, including the vision and capacity for scale-up.
  • After a scale-up plan has been developed, a first priority is to work toward the necessary pre-conditions for scaling (e.g., by building support from key stakeholders and raising necessary funds).
  • When scaling up, one should continuously build organizational capacity (not just in size but in skills and expertise) and track progress.

Tools and checklists

These tools can be customized to the needs of your organization to help you plan for and manage scale-up.

MSI Scaling Up Toolkit

Collection of tools, techniques, and guides for planning and managing scale-up.
Management Systems International, 2012
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MSI Scaling Up Management Framework

Guidelines for developing a scale-up plan and implementing scale-up, including a scalability assessment checklist (p.21).
Management Systems International, 2012
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Scaling Plan

Scaling planning tool with key questions to ask when thinking about scaling.
DIY Toolkit
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Scaling Strategic Plan Overview

Provides an editable template for the components of a strategic scale-up plan, including tips and examples.
Virtue Ventures
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Twelve Critical Scaling Questions

12 questions for organizations to ask themselves to evaluate their preparedness for scaling up.
Virtue Ventures
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Strategy and implementation guides

These guides detail components of a scale-up plan and guidelines for managing the scale-up process.

Scaling Strategic Plan Overview

Provides an editable template for the components of a strategic scale-up plan, including tips and examples.
Virtue Ventures
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Social Entrepreneurship Toolkit

In the "long-term growth and replication" column of the matrix, there are links to a number of documents with high-level tips about strategies for scaling up.
UnLtd
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MSI Scaling Up Management Framework

Guidelines for developing a scale-up plan and implementing scale-up, including a scalability assessment checklist (p.21).
Management Systems International, 2012
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Extending/Replicating Your Social Model

This short document lays out what it means to extend or replicate a social enterprise and key considerations to keep in mind.
UnLtd
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Growth/Replication Strategies

This short guide lays out questions to consider when deciding when, how, and where to scale up or replicate; it also describes different approaches to replicating in a new market and provides a guide for deciding which approach is the best fit for your program.
UnLtd
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Funding for Long Term Growth

This brief guide outlines different types of funding models that social enterprises can consider to support replication or growth.
UnLtd
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Marketing During Growth/Replication

This short document outlines guidelines for developing a marketing strategy when scaling up a social enterprise.
UnLtd
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Research on scaling up

These papers go into detail about different types of scaling strategies and the lessons learned thus far.

Scaling Up: A Framework and Lessons for Development Effectiveness from Literature and Practice

Paper reviewing literature on scaling up in development and lessons learned.
Hartmann, A. & Linn, J.F., 2008
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Scaling Capacities: Supports for Growing Impact

Paper that identifies 7 organizational components of scaling up social enterprises.
LaFrance Associates, LLC (LFA), 2006
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Going to Scale

Article reviewing key considerations in deciding whether to scale, and important factors, strategies, and challenges in scaling up, with illustrative examples from the US nonprofit space.
Bradach, J., 2003
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Scaling Impact

Article outlining 8 strategies for scaling social enterprises.
Bradach, J., 2010
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