The process of developing the country portfolio review instrument was supported by various methods and data sources:
Literature and document analysis: An ongoing analysis of various documents was part of the process. In particular, a structured analysis of existing BMZ approaches and the practical experience of other important donors regarding portfolio reviews was performed.
Expert interviews: For the process of instrument development, DEval has established a reference group. The expert appraisals of this reference group and the perspectives of other knowledge holders on various topics and at various times were recorded, for example, by means of (semi-structured) individual and group interviews as well as workshops.
Case studies: The core element of the development process entailed implementing two explorative case studies in which procedures for the country portfolio review were tested and adapted. Kenya was chosen for the first case study and Mongolia for the second.
Analysis workshops: At different points in the process, analysis workshops were held with representatives from BMZ and other stakeholders. These workshops served the purpose of reflecting together and further developing the instrument and procedure based on the lessons learned up to then.