Tools and Resources for Assessing Social Impact

TRASI

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Tag: checklist

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.


Name sorted by ascending order Sponsor Approach Sector

Assessing and Building Your Organization's Capacity

This best practice provides information and a set of assessment activities that can help an organization better understand its policies and
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This best practice provides information and a set of assessment activities that can help an organization better understand its policies and managerial, financial, and administrative systems. Should you decide to conduct an organizational self-assessment, this chapter provides guidance on how to examine your organization’s assets, such as funding, reputation, and skills, as well as the activities and the services you provide. Taken together this information will help to create a capacity-building action plan, which will enable your organization to more effectively carry out its programs and serve the communities in which you work.  
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Focus: Organizational Effectiveness

Tags: checklist, guide

Capable Partners Program (CAP), NGO Connect

Best PracticeGeneral

Checklist for Reviewing a Randomized Controlled Trial or a Social Program or Project

This best practice is a checklist of key items to look for in reading the results of a randomized controlled trial of a social program, project, or
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This best practice is a checklist of key items to look for in reading the results of a randomized controlled trial of a social program, project, or strategy (“intervention”) to assess whether it produced valid evidence on the intervention’s effectiveness.  
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Focus: Organizational Effectiveness

Tags: checklist, ready-to-use

Coalition for Evidence-Based Policy

Best PracticeGeneral

HAP Humanitarian Accountability and Quality Management Standard

The HAP Standard is a tool that seeks to measure: 1) Accountability and quality commitments made by an aid agency; 2) Quality management system–the
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The HAP Standard is a tool that seeks to measure: 1) Accountability and quality commitments made by an aid agency; 2) Quality management system–the processes used by the aid agency to achieve the commitments made; 3) Quality of service–as defined by disaster survivors, affected communities, partners, aid practitioners and other specified stakeholders. In order to achieve certification, an agency will demonstrate that it meets the 6 benchmarks and 19 requirements in the HAP Standard. These cover the three areas mentioned above, with specific attention to continual improvement. Designed for use by practitioners, researchers and donors, the Guide to the HAP Standard provides practical advice for improving the quality and accountability of humanitarian action. For agencies seeking HAP certification, it is an indispensible resource. The Additional Tools (in the Find Out More box) links directly to the Annex section of the Guide, which includes sample surveys, checklists, indicators, quality assurance tests, SWOT, and guidance on: conducting interviews, observations, focus groups; engaging communities; setting up feedback mechanisms; and holding lessons learned meetings.  
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Focus: Organizational Effectiveness, Social Impact

Tags: checklist, guide, standards, survey

Humanitarian Accountability Partnership (HAP) International

Toolcertified
Human,
International,
Public Safety

Meeting Observation Checklist

This is a tool that measures a shift in social norms. It captures how often an issue is placed on a meeting agenda, whether it was discussed, what
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This is a tool that measures a shift in social norms. It captures how often an issue is placed on a meeting agenda, whether it was discussed, what the main content was, the discussion length and perception of seriousness.  
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Focus: Social Impact

Tags: checklist, ready-to-use

Annie E. Casey Foundation, Organizational Research Services

ToolCivil

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...

Social Audit

This tool is used as part of the audit services provided by the Social Audit Network. A Social Audit can be conducted at one of three levels,
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This tool is used as part of the audit services provided by the Social Audit Network. A Social Audit can be conducted at one of three levels, including a self-audit option. The audit uses social accounting to determine that an organisation’s claims can be credible (proved) and used to demonstrate organisational development (improvement). Social accounting is the process of collecting information about the activities an organisation carries out which affect its stakeholders. These activities may be intended ‘outputs’ or just the day to day internal operations. Organisations' impact can be measured in three ways: social, environmental and financial. Financial reporting has been in use for hundreds of years and can be used to both show what has happened and as a planning tool. Social accounting enables this process to be carried out for social and environmental outputs. See the manual for more on methodology and links to ready-to-use materials.  
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Focus: Organizational Effectiveness, Social Impact

Tags: case study, checklist, standards

Social Audit Network

ToolGeneral

SROI

SROI is a method that aims to quantify social impact by attributing value to particular outcomes. Based on a set of principles for accounting for
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SROI is a method that aims to quantify social impact by attributing value to particular outcomes. Based on a set of principles for accounting for value, its stages include involving stakeholders, defining scope, developing an impact map, identifying and collecting data on approximate indicators and financial proxies, finding appropriate comparison data, collecting data on expenditure or investment, calculating the SROI, completing a sensitivity analysis, and producing an SROI report.  
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Focus: Organizational Effectiveness, Social Impact

Tags: case study, checklist, framework, guide

The SROI Network

MethodGeneral

SROI Framework

This method offers set of guidelines for the measurement of non-financial impact per investment. It defines four major stages: Planning,
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This method offers set of guidelines for the measurement of non-financial impact per investment. It defines four major stages: Planning, Implementation, Reporting and Embedding, and the key questions and choices to be addressed at each step. Planning involves determining the goals for the analysis, its scope, the key stakeholders affected by the entity to be analyzed, the entity’s impact value chain, sources of data of information to be gathered, and a resource plan for the analysis. Implementation involves collection of data and supporting outcomes and base case evidence, as well as a calculation of social cash flows for outcomes describable in monetary terms, and a net present value calculation of these to arrive at an ROI ratio. Reporting includes making transparent the scope of the analysis and sources to facilitate verification and replication. Embedding includes specifying who is responsible for ongoing maintenance of data collection and analysis. The SROI framework does not include data management tools.  
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Focus: Organizational Effectiveness, Social Impact

Tags: calculation, case study, checklist, framework, guide

ESROIN members and others

MethodGeneral

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 organization’s 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
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