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Tools and Methods for PSIA

Key Resources

Bullet square Tools for Institutional, Political & Social Analysis (TIPS): sourcebook for PSIA
Bullet square Toolkit for Evaluating the Poverty and Distributional Impact of Economic Policies
Bullet squareAdditional reference:
The Impact of Macroeconomic Policies on Poverty and Income Distribution: Macro-Micro Evaluation Techniques and Tools

A variety of tools and techniques are available to carry out PSIA. These tools draw from both economic and social approaches. The choice of tools for a particular PSIA will depend on the reform being analyzed, the information available, and capacity constraints. Each tool can be used in the context of several types of reform. However, each reform will typically call for a specific mix of tools.

This section presents information on a series of tools and methods available for PSIA. The primary sources for the information are “Toolkit for Evaluating the Poverty and Distributional Impact of Economic Policies” and “Tools for Institutional, Political & Social Analysis (TIPS): sourcebook for PSIA”. The tools and methods are categorized into four main topics as below.

Summary Tables

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English (202kb PDF)

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French (212kb PDF)

Bullet squareRussian (250kb PDF)
Bullet squareSpanish (207kb PDF)
Under each topic, the tools and methods mapped to that topic are listed; and for every tool or method, a summary description and additional material (software, applications etc.) are provided. The page on each tool or method also includes a link to a summary table in an Annex to the User Guide, which provides a quick overview of five components: (1) what the tool/method is, what policy reforms it can evaluate, what types of questions it can answer and complementarity with other tools/methods, (2) its key elements, (3) the requirements in terms of data, time, skills, software, and cost, (4) the limitations of the tool/method, and (5) references and country applications.

Some of the tools presented in subsequent pages appear under more than one of the above topics. For instance, some of the tools categorized under “social” or “economic” actually use a mix of methods. Most of the tools for monitoring and evaluation are also applicable to ex ante economic analysis of impacts. The third topic (interdisciplinary approaches and mixed methods) typically incorporates a combination of tools and methods from all the other categories.

This section highlights some of the key tools for PSIA, but does not aim to be comprehensive in its coverage. Updates on additional tools and methods will be posted on an ongoing basis as they become available. Suggestions for additional tools are welcome at

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