Tools and Resources for Assessing Social Impact

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Tag: scorecard/rating

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Balanced Scorecard

The Balanced Scorecard provides a performance management methodology. It measures operational performance in terms of four outcome perspectives:
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The Balanced Scorecard provides a performance management methodology. It measures operational performance in terms of four outcome perspectives: financial, customer, business process, and learning growth. Metrics used include CAGR of revenue, compound annual growth rate of "lives touched," and other customized measures of program quality as well as metrics related to building critical organizational capacity and competencies.  
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Focus: Organizational Effectiveness, Social Impact

Tags: case study, scorecard/rating

New Profit, Inc.

MethodGeneral

Charity Navigator Rating

This is a tool that rates charities. It evaluates two broad areas of financial health, organizational efficiency and organizational capacity. It
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This is a tool that rates charities. It evaluates two broad areas of financial health, organizational efficiency and organizational capacity. It uses a set of financial ratios or performance categories to rate each of these two areas, and issues an overall rating that combines the charity’s performance in both areas. The ratings show givers how efficiently Charity Navigator believes a charity will use their support today, and to what extent the charities are growing their programs and services over time. In the future, Charity Navigator intends to provide a measurement of each charity’s potential to deliver social value.  
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Focus: Organizational Effectiveness

Tags: scorecard/rating

Charity Navigator

Toolcertified
General

Community Health Assessment aNd Group Evaluation (CHANGE)

The CHANGE tool helps community teams (such as coalitions) develop their community action plan. This tool walks community team members through the
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The CHANGE tool helps community teams (such as coalitions) develop their community action plan. This tool walks community team members through the assessment process and helps define and prioritize possible areas of improvement. Having this information as a guide, community team members can create sustainable, community-based improvements that address the root causes of chronic diseases and related risk factors. It can be used annually to assess current policy, systems, and environmental change strategies and offer new priorities for future efforts. CHANGE is a data-collection tool that allows community team members to track progress across a five-point scale, so incremental changes can be noted. As problem areas are identified, health-related policies are implemented, and systems and environmental change strategies are put in place, team members can document the community-level changes.  
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Focus: Social Impact

Tags: indicators, ready-to-use, scorecard/rating, worksheet

Centers for Disease Control and Prevention

ToolCommunity,
Diseases,
Education...

Compass Index Sustainability Assessment

This tool determines the level of sustainability of an organization's operations. Primarily used by cities, communities, companies, or
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This tool determines the level of sustainability of an organization's operations. Primarily used by cities, communities, companies, or organizations, this versatile tool has several versions, including: (1) for large companies, to assess them from the outside; (2) for SMEs and investment targets assessed in detail, from the inside; (3) cities and communities, using a multi-stakeholder development process; and (4) organizations, foundations, schools and other entities. The Compass clusters indicators into four components of sustainability: N=Nature, E=Economy, S=Society, and W=Well-being; for institutional evaluation, a fifth category is added: Synergy. Within each of the categories, between 5 and 20 parameters covering different facets are measured. For company assessments, responses to each section are weighted according to main areas of activity and impact to arrive at a score of 100 possible points. Metrics assess energy usage, material flows, community interactions - and are both qualitative and quantitative.   
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Focus: Organizational Effectiveness, Social Impact

Tags: consultant service, scorecard/rating

AtKisson, Inc.

Toolcertified
General

Foundation Scorecard

The Scorecard is a method for assessing a foundation's program impact, program development, customer service, and human/financial capital. It uses
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The Scorecard is a method for assessing a foundation's program impact, program development, customer service, and human/financial capital. It uses performance indicators (determined by the impact framework) and commissions surveys to find out what grantees think of the Foundation, what experts think the Foundation’s impact is, and what the staff considers to be the Foundation’s strong and weak points.  
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Focus: Organizational Effectiveness, Social Impact

Tags: case study, scorecard/rating

Robert Wood Johnson Foundation

MethodPhilanthropy

GIRAFE

GIRAFE is a tool that evaluates the performance and institutional risk of microfinance institutions (MFIs). It grades MFI on six areas:
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GIRAFE is a tool that evaluates the performance and institutional risk of microfinance institutions (MFIs). It grades MFI on six areas: governance, information, risk management, activities and services, financing and liquidity, and efficiency and probability. The evaluation is based on the analysis of the MFI's financial performance via financial statements and portfolio quality reports. The evaluation also assesses the institution's management and information system, interviews board members, management team, staff (mainly credit officers) and clients.  
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Focus: Organizational Effectiveness

Tags: consultant service, scorecard/rating

Planet Rating

Toolcertified
Microfinance

GiveWell Method

This is a method that GiveWell employs to identify top charities working towards a particular goal through scanning public tax records, inviting a
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This is a method that GiveWell employs to identify top charities working towards a particular goal through scanning public tax records, inviting a subset of charities to fill out a survey to provide more information, and rating those charities. It's focused on providing transparency to evaluation.  
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Focus: Organizational Effectiveness, Social Impact

Tags: scorecard/rating

GiveWell

MethodGeneral

Global Impact Investing Ratings System

Powered by the B Impact Ratings System, this tool assesses the social and environmental impact of companies and investment portfolios. It provides
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Powered by the B Impact Ratings System, this tool assesses the social and environmental impact of companies and investment portfolios. It provides ratings similar to Morningstar investment ratings or S&P credit ratings. The Company Impact Rating is an aggregate numerical score and star-rating for individual companies built-up from their ratings in five stakeholder categories (environment, community, employees, consumers/products, and governance/ leadership) and fifteen sub-categories. The Portfolio Impact Rating is an aggregate numerical score and star-rating for an investment fund based on a rollup of the underlying Company Impact Ratings for the companies in its investment portfolio.  
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Focus: Organizational Effectiveness, Social Impact

Tags: scorecard/rating

B Lab

Toolcertified
General

GreatNonprofits Reviews

GreatNonprofits offers a tool to find, review, and discuss nonprofits. Much like Amazon book reviews or other consumer review sites (Epinions,
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GreatNonprofits offers a tool to find, review, and discuss nonprofits. Much like Amazon book reviews or other consumer review sites (Epinions, Zagats, TripAdvisor, Yelp, etc.), the reviews and ratings are posted by people who have interacted with a nonprofit in some capacity and want to share their opinions about it.  
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Focus: Organizational Effectiveness, Social Impact

Tags: ready-to-use, scorecard/rating

GreatNonprofits

ToolGeneral

HIP (Human Impact + Profit) Scorecard ™

The HIP (Human Impact + Profit) Scorecard™ is a tool that demonstrates how increased human impact (human, social, and environmental results) drives
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The HIP (Human Impact + Profit) Scorecard™ is a tool that demonstrates how increased human impact (human, social, and environmental results) drives higher revenue, lower costs, and tax benefits for organizations from all sectors - business, social, and government. It measures five categories: health, wealth, earth, equality, and trust. HIP also assesses five management practices that drive sustainable, profitable growth: vision, measures, decision-making, accountability, and financial alignment. Organizations are analyzed using a combination of company interviews, primary research and third-party databases. The resulting HIP rating integrates 3 dimensions: human impact, profit, and management practices - and can be used as a tool inside organizations, to benchmark performance, to evaluate competitive position, and to communicate the level of impact to stakeholders across all sectors.  
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Focus: Organizational Effectiveness, Social Impact

Tags: consultant service, scorecard/rating

HIP Investor, Inc.

Toolcertified
Environment,
Food,
Microfinance...

Methodology for Impact Analysis and Assessment (MIAA)

The Methodology for Impact Analysis and Assessment (MIAA) is a methodology outlined by Investing for Good in their recent publication, The Good
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The Methodology for Impact Analysis and Assessment (MIAA) is a methodology outlined by Investing for Good in their recent publication, The Good Analyst. This framework offers a detailed series of indicators and scorecards that can be used to examine an organization and its impact. The three main areas covered are: 1. Mission Fulfillment; 2. Beneficiary Perspective; and 3. Wider Impact. The book goes on to explain the rationale behind social assessment and includes background on the increased presence of impact assessment among social ventures.  
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Focus: Organizational Effectiveness, Social Impact

Tags: consultant service, scorecard/rating

Investing for Good

MethodGeneral

MicroRate

This tool is a social rating that measures the level of social return from an investment in a microfinance institution (MFI). The rating allows
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This tool is a social rating that measures the level of social return from an investment in a microfinance institution (MFI). The rating allows investors to compare MFIs from a social point of view. MicroRate evaluates the MFI’s social results and social commitment within the context of its country or region. The first component – social results – evaluates the MFI’s capacity, efficiency, and consistency in achieving its social mission by considering depth and diversity of services; cost, efficiency, and sustainability; and institutional responsibility. The second component – social commitment – assesses the MFI’s focus and the chances of potential deviation from the social mission by examining the MFI’s mission, communication, management, strategic planning, monitoring, client protection, customer service, recruitment and training, and incentive system. After analyzing these two components, MicroRate arrives at a social rating grade.  
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Focus: Organizational Effectiveness, Social Impact

Tags: consultant service, scorecard/rating

MicroRate

Toolcertified
Microfinance

Movement Above the U.S. $1 a Day Threshold

This method attempts to determine whether and where clients of microfinance institutions are leaving poverty, defined as moving from below US$1/day
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This method attempts to determine whether and where clients of microfinance institutions are leaving poverty, defined as moving from below US$1/day to above that threshold. There are three prongs to this methodology: 1) analyzing existing data about a microcredit client's movement across U.S. $1/day; 2) administering new surveys to establish baseline data for entering clients so their progress can be tracked over time; and 3) commissioning expert panels of top poverty researchers in various countries with high concentration of microfinance activities to ensure that accurate estimates of client's net exit from below U.S. $1/day is captured. The second item is a poverty scorecard of 10 questions that loan officers administer during loan applications and maintenance interviews with clients to measure the poverty level of their clients at entry and periodically over time.  
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Focus: Social Impact

Tags: indicators, scorecard/rating

Microcredit Summit Campaign

MethodMicrofinance

PerformWell

Performwell provides measurement tools and practical knowledge that human services professionals can use to manage their programs’ day-to-day
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Performwell provides measurement tools and practical knowledge that human services professionals can use to manage their programs’ day-to-day performance. Information in PerformWell leverages research-based findings that have been synthesized and simplified by experts in the field. By providing information and tools to measure program quality and outcomes, PerformWell helps human services practitioners deliver more effective social programs by guiding them on what and how to measure. (PerformWell also integrates with ETO software so that software users can dowload the tools directly into ETO.)  
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Focus: Organizational Effectiveness, Social Impact

Tags: checklist, indicators, ready-to-use, scorecard/rating, survey, worksheet

Urban Institute, ChildTrends, Social Solutions

ToolCommunity,
Education,
Employment...

Philanthropedia

Philanthropedia is a tool that helps donors as they search for nonprofits to support. Its mission is to improve nonprofit effectiveness by
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Philanthropedia is a tool that helps donors as they search for nonprofits to support. Its mission is to improve nonprofit effectiveness by directing money to and facilitating discussion about expert recommended high-impact nonprofits. The Philanthropedia approach uses a low-cost method of surveying experts to identify high quality information about nonprofits. Experts are qualified because they have access to nonpublic data about charities and have advanced mental models for evaluating impact.  
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Focus: Organizational Effectiveness, Social Impact

Tags: ready-to-use, scorecard/rating

GuideStar

ToolArts,
Diseases...

Political Return on Investment (PROI)

PROI is a tool that attempts to quantify and measure an organization’s political return on investments. This tool can be used for vetting and
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PROI is a tool that attempts to quantify and measure an organization’s political return on investments. This tool can be used for vetting and assessing an organization’s impact before a contribution, or for assessing its impact after a donation. This tool assesses six sectors: advocacy, electoral, idea generation, infrastructure, leadership and media. Organizations complete a questionnaire that addresses their human and financial resources, quantitative and qualitative outputs and change over time for items such as market penetration, repeat customers, and client (volunteer) satisfaction. SPW then uses its analytical model to calculate a PROI core score (organization capacity) and a sector scale for each organization. The indicators were co-developed and agreed upon by both organizations and donors. *PROI's former sponsor, New Progressive Coalition, is no longer in operation. PROI is now property of Skyline Public Works.  
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Focus: Organizational Effectiveness, Social Impact

Tags: consultant service, scorecard/rating

Skyline Public Works

Toolcertified
General

Progress out of Poverty Index (PPI)

PPI is a tool that gauges the number of microfinance clients that moves out of poverty over time. The PPI asks 10 questions that are predictive of
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PPI is a tool that gauges the number of microfinance clients that moves out of poverty over time. The PPI asks 10 questions that are predictive of poverty (e.g., what are the walls of your house made of?). Microfinance loan officers then integrate these questions into their standard loan application and maintenance interviews. Data collected over time is aggregated to show movement of groups of clients relative to poverty.  
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Focus: Social Impact

Tags: case study, scorecard/rating, training

Grameen Foundation

ToolMicrofinance

SOCIAL

This method measures the social impact of a microfinance institute (MFI). This is accomplished by forming a social performance assessment team to
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This method measures the social impact of a microfinance institute (MFI). This is accomplished by forming a social performance assessment team to conduct audits by interviewing management, staff, board members, and clients; reviewing the strategic and business plans and minutes of board meetings; reviewing data from the MFI's client database; gathering data from external surveys or other sources to validate the MFI's database and searching secondary source data, such as national data, the MIX, market studies, etc.; creating a map of geographic coverage; and making branch visits. The result is a detailed social audit report for the institution and a social scorecard.

ACCION developed the SOCIAL tool in 2003, and tested it out at four partner institutions. The methodology was quite labor intensive (2 staff people at the MFI for a week) and therefore it was made available for public use, but ACCION does not offer this assessment among the services available through its technical assistance packages. ACCION has also developed a set of consumer protection (the baseline for social performance) measurement tools that enable microfinance institutions to evaluate themselves using the framework of the Principles of Client Protection and a checklist of key indicators.  
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Focus: Organizational Effectiveness, Social Impact

Tags: framework, report, scorecard/rating

ACCION

MethodMicrofinance

Social Investment Risk Assessment (SIRA)

This tool is a questionnaire designed to assess the likelihood that a nonprofit social or human services agency will deliver measurable social
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This tool is a questionnaire designed to assess the likelihood that a nonprofit social or human services agency will deliver measurable social value. The information developed with this tool is intended to be a proxy to help those social investors who want to see measurable good result from their allocation of funds to such organizations. The tool identifies three performance domains – tactical data use, strategic data use, and program value – that together define the likelihood of social value of an agency’s work with two indicators for each domain: data integrity indicator and outcomes focus indicator, making essential adjustments indicator and relating staff efforts to outcomes indicator, and capacity to deliver program/services with fidelity indicator and program impact data indicator. This tool was authored by David Hunter, with assistance from Ingvild Bjornvold and Marie Louise Refsgaard.  
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Focus: Organizational Effectiveness, Social Impact

Tags: scorecard/rating, survey, training

Hunter Consulting LLC

ToolGeneral

Social Performance Audit Tool

This tool attempts to assess the social performance of an MFI. Using a "process auditing" approach, this tool answers the following question: To
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This tool attempts to assess the social performance of an MFI. Using a "process auditing" approach, this tool answers the following question: To what degree do the internal processes promote fulfillment of the MFI's stated social mission? This tool also assesses the MFI's performance in relation to its corporate social responsibility, particularly in terms of its relationship with and impact on staff, clients, the local community, and the environment. This assessment is performed by auditors who then author a final social audit report.  
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Focus: Organizational Effectiveness

Tags: report, scorecard/rating, standards

USAID

ToolMicrofinance

Social Rating

The Social Rating tool assesses the use of microfinance resources. It follows a similar approach to a credit rating. Organizations provide M-CRIL
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The Social Rating tool assesses the use of microfinance resources. It follows a similar approach to a credit rating. Organizations provide M-CRIL with annual reports and portfolio information. M-CRIL staff then conducts interviews with a subset of board members, managers and staff. The team visits 2-3 branches for interviews with loan officers and a random sample of clients. Client interviews acquire data in four areas: 1) clients’ awareness about financial products, including knowledge of the interest rate they are charged on loans and the rate paid on their savings, 2) clients’ access to capital, 3) enterprise-level information including the enterprises’ industry sector and whether employees are non-family members, 4) and poverty assessment information.   
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Focus: Organizational Effectiveness, Social Impact

Tags: consultant service, scorecard/rating

M-CRIL

Toolcertified
Microfinance

Social Rating

This tool offers an independent and objective assessment of a microfinance institution's (MFI) social performance, defined as the capacity of the
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This tool offers an independent and objective assessment of a microfinance institution's (MFI) social performance, defined as the capacity of the MFI to translate its mission into practice and to achieve its social goals. The qualitative and quantitative analyses are reflected in a social rating grade that encompasses a review of the MFI’s social performance management system, social responsibility, its outreach, and the quality of the services offered.  
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Focus: Organizational Effectiveness

Tags: consultant service, scorecard/rating

MicroFinanza Rating

Toolcertified
Microfinance

TBL Scorecard

The TBL Scorecard, developed by the Triple Bottom Line Collaborative, is a tool used to measure what TBLC has called TBL deals. The requirement for
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The TBL Scorecard, developed by the Triple Bottom Line Collaborative, is a tool used to measure what TBLC has called TBL deals. The requirement for this designation was that a TBL loan needed to have at least one metric or impact in each of the three categories of social returns: economy, equity, and environment.  
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Focus: Social Impact

Tags: scorecard/rating

Triple Bottom Line Collaborative

ToolCommunity,
Employment,
Environment...

The B Impact Ratings System

The B Impact Ratings System is a dynamic assessment tool measuring a company’s social and environmental impact. It is comprised of two parts: the
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The B Impact Ratings System is a dynamic assessment tool measuring a company’s social and environmental impact. It is comprised of two parts: the B Impact Assessment and the B Impact Report. The B Impact Assessment is a free, web-based tool designed to be comprehensive yet simple enough for small and medium sized businesses (<$1 Billion) to complete within 60-90 minutes. It is comprised of 60-200 questions divided into five Impact Areas that provide a holistic view of a company’s business: Leadership, Employees, Consumers, Community, and Environment. Each of these Categories is further sub-divided into Goals, fifteen total. The number of questions and weightings are based upon the size and industry sector of a company. The B Impact Report is the simple, one-page report that a company receives after completing the B Impact Assessment. The B Impact Report is designed to make it easy; 1) for consumers, investors, and institutions to make purpose driven consumption, investment, and purchasing decisions; and 2) for entrepreneurs to manage their companies’ social and environmental performance. Oversight of the B Impact Ratings System is the responsibility of B Lab’s Standards Advisory Council, an independent committee of nine members, each respected in the field for their wisdom and each with deep industry or stakeholder expertise. The B Impact Ratings System is used to both certify B Corporations and generate GIIRS ratings.  
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Focus: Organizational Effectiveness, Social Impact

Tags: ready-to-use, scorecard/rating, standards, survey

B Lab

Toolcertified
General

The Outcomes Star

The Outcomes Star™ is a suite of tools for supporting and measuring change when working with vulnerable people. There are 14 versions of the
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The Outcomes Star™ is a suite of tools for supporting and measuring change when working with vulnerable people. There are 14 versions of the Outcomes Star carefully adapted for different client groups and services, including older people, mental health, families, work. The paper version of the Outcomes Star is available free of charge from the Outcomes Star website. The online version gives simultaneous guidance, instant Stars, action plans and reports and is designed to link directly to other client management systems.  
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Focus: Social Impact

Tags: ready-to-use, scorecard/rating, survey, worksheet

Triangle Consulting

ToolCommunity,
Diseases,
Health...

The Shujog Impact Framework and Assessment

The Shujog Impact Framework and Assessment is a methodology for measuring and reporting the social and environmental impact of social enterprises.
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The Shujog Impact Framework and Assessment is a methodology for measuring and reporting the social and environmental impact of social enterprises. It first creates an impact framework that builds origanizational and financial accountability to attract investment capital and provides industry and sector benchmarks against which the social enterprise can showcase its performance. The subsequent impact assessment provides future impact milestone verification, measurement, and analysis of the data collected and impact realized. Shujog also offers a certification program for gold standard social enterprises that achieve a high impact assessment score, making them eligible to receive the Shujog Mark.  
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Focus: Organizational Effectiveness, Social Impact

Tags: consultant service, framework, scorecard/rating

Impact Investment Shujog

MethodGeneral

Trucost

Trucost is a tool for companies to see and manage their environmental impact. Trucost rates the efficiency of a company's operations and provides
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Trucost is a tool for companies to see and manage their environmental impact. Trucost rates the efficiency of a company's operations and provides clients with an understanding of the financial risks to a company if it had to pay for its environmental impacts. A global input-output model is used to estimate the amount of resources a company uses to produce goods or services and the related level of pollutants.   
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Focus: Organizational Effectiveness, Social Impact

Tags: consultant service, scorecard/rating

Trucost PLC

ToolGeneral
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