Tools and Resources for Assessing Social Impact

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Sort your search results by name, sponsor, or approach type. For a complete overview of an approach, click on its name. To save or print your results in Excel, please select from the checkboxes on the right and click on the printer icon in the top right corner of the table.


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A Practical Guide for Engaging Stakeholders in Developing Evaluation Questions

This practical guide offers best practices that encourage soliciting input from stakeholders early in the evaluation design process to address
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This practical guide offers best practices that encourage soliciting input from stakeholders early in the evaluation design process to address specific stakeholder interests for improving program effectiveness, influencing policy decisions, and instituting behavioral and organizational change. The guide describes a five-step process for engaging stakeholders in developing evaluation questions, and includes four worksheets to facilitate the planning and implementation of a stakeholder engagement process.  
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Focus: Organizational Effectiveness, Social Impact

Tags: guide, strategy, worksheet

FSG

Best PracticeGeneral

BluePrint 1.0

This workbook offers a methodology to create a relatively straightforward set of measures that an organization can use to work through critical
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This workbook offers a methodology to create a relatively straightforward set of measures that an organization can use to work through critical areas of organizational development. It is not intended to represent all of the operating actions or delegated tasks within an organization. As an organization fills in the worksheets, it should focus on reaching greater clarity around a small set of core directions and measures.  
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Focus: Organizational Effectiveness, Social Impact

Tags: worksheet

Blue Ridge Foundation

MethodGeneral

Building a Performance Measurement System

This methodology offers a comprehensive, flexible, customizable framework for performance management that can complement planning or strategic
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This methodology offers a comprehensive, flexible, customizable framework for performance management that can complement planning or strategic tools, such as the Theory of Change and logic models. This approach can help streamline existing measurement efforts or provide an efficient approach to building a performance measurement system from the ground up. Root Cause's how-to guide, "Building a Performance Measurement System", describes a five-step process for building or refining a performance measurement system that will serve as an essential tool for assessing an organizationís progress in carrying out its mission and identifying opportunities for improvement.   
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Focus: Organizational Effectiveness, Social Impact

Tags: framework, guide, worksheet

Root Cause

MethodGeneral

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...

Considering Evaluation

This document provides overall guidance about methods of evaluation and assessment for social justice and movement building work. It includes case
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This document provides overall guidance about methods of evaluation and assessment for social justice and movement building work. It includes case studies and worksheets to help outline an evaluation, starting on p. 11.  
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Focus: Organizational Effectiveness, Social Impact

Tags: case study, guide, worksheet

ActKnowledge

MethodCivil,
Social

Evaluation Plan Builder

This is a method that transfers key data from the Logic Model Builder and moves from goal-setting to identification of evaluation questions,
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This is a method that transfers key data from the Logic Model Builder and moves from goal-setting to identification of evaluation questions, indicators, and data collection strategies for evaluating program outcomes and implementation.  
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Focus: Organizational Effectiveness, Social Impact

Tags: indicators, worksheet

Innovation Network

MethodGeneral

Legislative Process Tracking Log

This is a tool that measures improved policies by tracking legislative activities to monitor changes in sponsors and votes for or against a
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This is a tool that measures improved policies by tracking legislative activities to monitor changes in sponsors and votes for or against a specific piece of legislation.  
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Focus: Social Impact

Tags: ready-to-use, worksheet

Annie E. Casey Foundation, Organizational Research Services

ToolCivil

Monitoring & Evaluation Toolkit

This guide outlines a methodology for setting up and using a monitoring and evaluation system for a project or an organisation. It clarifies what
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This guide outlines a methodology for setting up and using a monitoring and evaluation system for a project or an organisation. It clarifies what monitoring and evaluation are, how you plan to do them, how you design a system that helps you monitor and an evaluation process that brings it all together usefully. It looks at how you collect the information you need and then how you save yourself from drowning in data by analysing the information in a relatively straightforward way. Finally it raises, and attempts to address, some of the issues to do with taking action on the basis of what you have learned. It also includes a case study, worksheets, and glossary of terms.  
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Focus: Organizational Effectiveness, Social Impact

Tags: case study, framework, guide, worksheet

CIVICUS World Alliance for Citizen Participation

MethodGeneral

Organizational Capacity Assessment Tool

This self-assessment tool for non-profit organizations was developed by the Marguerite Casey Foundation to help organizations understand their
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This self-assessment tool for non-profit organizations was developed by the Marguerite Casey Foundation to help organizations understand their current capacity and map out goals for improvement based on four key areas crucial to success, based on The Conservation Company's Capacity Assessment Grid: Leadership, Adaptive, Management, and Operational capacity. The tool provides instructions for filling out the form as well as calculations that provide a score to benchmark progress toward improvement. Results from the assessment can also help grantmakers deepen their understanding of the current capacity of their grantees as well as track their growth in capacity over time.  
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Focus: Organizational Effectiveness

Tags: calculation, ready-to-use, worksheet

Marguerite Casey Foundation

ToolGeneral

Outcome Mapping

Outcome Mapping offers a methodology that can be used to create planning, monitoring, and evaluation mechanisms enabling organizations to document,
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Outcome Mapping offers a methodology that can be used to create planning, monitoring, and evaluation mechanisms enabling organizations to document, learn from, and report on their achievements. It is designed to assist in understanding an organization's results, while recognizing that contributions by other actors are essential to achieving the kinds of sustainable, large-scale improvements in human and ecological well-being toward which the organization is working. The innovations introduced in Outcome Mapping provide ways of overcoming some of the barriers to learning faced by evaluators and development partners. Attribution and measuring downstream results are dealt with through a more direct focus on transformations in the actions of the main actors. The methodology has also shown promise for across-portfolio learning in that it facilitates standardization of indicators without losing the richness in each case's story thus combining qualitative and quantitative approaches.  
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Focus: Organizational Effectiveness, Social Impact

Tags: framework, guide, worksheet

International Development Research Centre

MethodGeneral

PerformWell

Performwell provides measurement tools and practical knowledge that human services professionals can use to manage their programsí day-to-day
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Performwell provides measurement tools and practical knowledge that human services professionals can use to manage their programsí 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...

STEPS Toolkit

The STEPS Toolkit offers a methodology for program planning, monitoring, and evaluation that applies a rights-based social justice perspective. It
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The STEPS Toolkit offers a methodology for program planning, monitoring, and evaluation that applies a rights-based social justice perspective. It takes program evaluators through the process of defining the problem, outlining objectives, choosing indicators, collecting and analyzing data, and using the findings. The STEPS toolkit includes: 8 e-learning modules; an appendix with pre-existing Indicators; 3 case examples; downloadable worksheets, including causal pathway and logical framework; group exercises and more.  
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Focus: Organizational Effectiveness, Social Impact

Tags: case study, framework, ready-to-use, worksheet

Margaret Sanger Center International, Planned Parenthood

MethodCivil,
Diseases,
Health...

The Due Dilligence Tool

The Due Diligence Tool for use in pre-grant assessment represents a blending of due diligence best practices compiled from grantmakers from a
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The Due Diligence Tool for use in pre-grant assessment represents a blending of due diligence best practices compiled from grantmakers from a diverse set of foundations around the country, including private, family, corporate and community foundations, both large and small. The purpose of the guide is to provide a research-based tool for the foundation program officer, whether specialist or generalist, and a methodology for and orientation to thinking about due diligence. The guide is designed to provide program officers questions to ask about the organizationís health, what documents should be reviewed and how to draw conclusions from the gathered information. The guide is designed to be an aid to program officer insight and experience.  
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Focus: Organizational Effectiveness

Tags: checklist, guide, framework, worksheet

Grantmakers for Effective Organizations, La Piana Consulting

Best PracticeGeneral

The Harvard Analytical Framework

This methodology, also known as the Gender Roles Framework or Gender Analysis Framework, is one of the earliest gender analysis and planning
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This methodology, also known as the Gender Roles Framework or Gender Analysis Framework, is one of the earliest gender analysis and planning frameworks. It aims to demonstrate that there is an economic rationale for investing in women as well as men, to assist planners to design more efficient projects and improve overall productivity, to emphasize the importance of better information as the basis for meeting the efficiency/equity goal, and to map the work of men and women in the community and highlight the key differences. It includes a matrix for collecting data at the community and household level. The framework also contains a series of key questions to ask at each stage of the project cycle: identification, design, implementation, and evaluation.  
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Focus: Organizational Effectiveness, Social Impact

Tags: framework, survey, worksheet

Harvard Institute for International Development, Women in Development office of USAID

MethodGeneral

The Outcomes Star

The Outcomes Starô 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 Starô 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...
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