Tools and Resources for Assessing Social Impact

TRASI

Search Results (22)

«Return to Search

Search Criteria

Tag: consultant service

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

Base of Pyramid Impact Assessment Framework

Base of Pyramid (BoP) Impact Assessment Framework is a method that helps organizations better understand and improve their on-the-ground poverty
expand
Base of Pyramid (BoP) Impact Assessment Framework is a method that helps organizations better understand and improve their on-the-ground poverty alleviation impacts. Utilizing this framework provides venture leaders with a structured process to enhance positive impacts and mitigate negative impacts. The BoP Framework provides managers with a robust and systematic approach to conducting: 1) a strategic analysis to gain a deep understanding of their holistic set of impacts, and 2) a performance analysis to identify, track, and improve key indicators over time.  
expand

Focus: Social Impact

Tags: consultant service, framework, training

William Davidson Institute

MethodGeneral

Board Service ROI Tracker

Based on True Impact's Volunteerism ROI Tracker, this web-based tool tailors its analysis to board service programs to allow non-profit
expand
Based on True Impact's Volunteerism ROI Tracker, this web-based tool tailors its analysis to board service programs to allow non-profit organizations and socially conscious businesses to analyze their community outreach by examining social and business-related ROI. It allows users to analyze the value of service from leaders and decision makers and offers suggestions for improving their outputs and outcomes, as well as benchmarks for comparison.  
expand

Focus: Organizational Effectiveness, Social Impact

Tags: consultant service, software

True Impact (with Points of Light/HandsOn Network)

ToolGeneral

Charity Analysis Framework

The Charity Analysis Framework is a tool that evaluates grantees in the human welfare sector. Its analysis focuses on several criteria within six
expand
The Charity Analysis Framework is a tool that evaluates grantees in the human welfare sector. Its analysis focuses on several criteria within six key areas: activities, results, leadership, staff and other resources, finances and ambition, in order to answer the following questions: 1) Is the charity tackling the most important issues?; 2) Is it tackling them in ways that make a significant difference?; 3) Has it got ambition, leadership and resources to continue to be effective? The results are also displayed in a Grading Grid, ranging from Excellent to Below Expectations.  
expand

Focus: Organizational Effectiveness, Social Impact

Tags: consultant service, framework, guide

New Philanthropy Capital

ToolCommunity,
Education,
Employment...

Comparative Constituency Feedback

This is a tool for obtaining feedback on a program's perception by various stakeholders (it can be applied at different points along the
expand
This is a tool for obtaining feedback on a program's perception by various stakeholders (it can be applied at different points along the development value chain, between funders and grantees, and between organizations and their primary constituents). It uses a questionnaire to collect perceptions from organizations’ constituents on key aspects of the organizations’ performance. The questionnaire is administered simultaneously to a comparable constituency group for a cohort of similar organizations.  
expand

Focus: Organizational Effectiveness, Social Impact

Tags: case study, consultant service, survey

Keystone Accountability

ToolGeneral

Compass Index Sustainability Assessment

This tool determines the level of sustainability of an organization's operations. Primarily used by cities, communities, companies, or
expand
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.   
expand

Focus: Organizational Effectiveness, Social Impact

Tags: consultant service, scorecard/rating

AtKisson, Inc.

Toolcertified
General

Cradle to Cradle Certification

Cradle to Cradle offers a tool that certifies companies that meet a standard for using environmentally safe and healthy materials; design for
expand
Cradle to Cradle offers a tool that certifies companies that meet a standard for using environmentally safe and healthy materials; design for material reutilization, such as recycling or composting; the use of renewable energy and energy efficiency; efficient use of water, and maximum water quality associated with production; and instituting strategies for social responsibility. If a candidate product achieves the necessary criteria, it is certified as a Basic, Silver, Gold or Platinum product and can be branded as Cradle to Cradle CertifiedCM.  
expand

Focus: Organizational Effectiveness, Social Impact

Tags: consultant service, standards

Cradle to Cradle

Toolcertified
Environment,
Other

Dalberg Approach

The Dalberg Approach is a customized performance evaluation method that starts with development of a project's theory of change and considers each
expand
The Dalberg Approach is a customized performance evaluation method that starts with development of a project's theory of change and considers each segment of the impact value chain. The information is then benchmarked often against a traditional business to tease out the value of using a double bottom line approach.  
expand

Focus: Organizational Effectiveness, Social Impact

Tags: consultant service, framework

Dalberg Global Development Advisors

MethodGeneral

Environmental Performance Reporting System (EPRS)

The EPRS tool provides an annual summary to investors on the actual net environmental benefits of clean technology investments. It first develops
expand
The EPRS tool provides an annual summary to investors on the actual net environmental benefits of clean technology investments. It first develops an environmental analytical framework for the portfolio company and then finalizes indicators and tracks data when the company begins generating sales.  
expand

Focus: Social Impact

Tags: calculation, consultant service

Environmental Capital Group

ToolEnvironment,
Other

GIRAFE

GIRAFE is a tool that evaluates the performance and institutional risk of microfinance institutions (MFIs). It grades MFI on six areas:
expand
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.  
expand

Focus: Organizational Effectiveness

Tags: consultant service, scorecard/rating

Planet Rating

Toolcertified
Microfinance

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
expand
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.  
expand

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
expand
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.  
expand

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
expand
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.  
expand

Focus: Organizational Effectiveness, Social Impact

Tags: consultant service, scorecard/rating

MicroRate

Toolcertified
Microfinance

PCV Social Impact Assessment

This is a tool created by Pacific Community Ventures (PCV). PCV invests human, intellectual and financial capital in businesses to create
expand
This is a tool created by Pacific Community Ventures (PCV). PCV invests human, intellectual and financial capital in businesses to create opportunity and shared prosperity for economically underserved communities. As part of fulfilling this mission, through Insight, its center for thought leadership, PCV provides research, knowledge and tools to investors, corporations and other stakeholders to enable them to assess and leverage the community impacts of their investments, operations and other activities. PCV’s methodologies are customized to individual assignments but generally track economic impact in underserved communities, often specifically looking at job growth, flows of investment capital and payroll to underserved communities, diversity, and job quality (e.g., benefits such as health care, wealth building). A key part of PCV’s methodology is its rigorous efforts to compare social performance against applicable market benchmarks. PCV maintains proprietary databases to measure investment impact over time and to isolate social impact that occurs during the actual investment period.  
expand

Focus: Social Impact

Tags: consultant service

Pacific Community Ventures

ToolEmployment

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
expand
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.  
expand

Focus: Organizational Effectiveness, Social Impact

Tags: consultant service, scorecard/rating

Skyline Public Works

Toolcertified
General

PQASSO

PQASSO (Practical Quality Assurance System for Small Organizations) is a quality assurance tool intended to help an organization run more
expand
PQASSO (Practical Quality Assurance System for Small Organizations) is a quality assurance tool intended to help an organization run more effectively and efficiently. It offers a flexible approach to quality assurance, which allows the organization to work at its own pace. Taking a systematic look at an organization, this tool identifies areas of strength and weakness to pinpoint exactly where improvements are needed. It helps with planning, budgeting and allocating the resources for making these improvements over a realistic time period.  
expand

Focus: Organizational Effectiveness, Social Impact

Tags: case study, consultant service, standards

Charities Evaluation Services

Toolcertified
General

Quality Audit Tool for Managing Performance (QAT)

This is a management tool for MFIs. It examines management processes and internal systems and assesses the status and effectiveness of each for
expand
This is a management tool for MFIs. It examines management processes and internal systems and assesses the status and effectiveness of each for achieving the MFI's stated social mission. Based on this assessment, it identifies areas, along with recommended actions, in which the MFI should focus its attention so as to better align internal processes and systems with social performance and make more effective and balanced decisions.  
expand

Focus: Organizational Effectiveness

Tags: consultant service

MicroFinance Centre

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
expand
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.   
expand

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
expand
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.  
expand

Focus: Organizational Effectiveness

Tags: consultant service, scorecard/rating

MicroFinanza Rating

Toolcertified
Microfinance

SROI Toolkit

An impact assessment and management system, the SROI Toolkit provides a methodology that is designed for use with both individual companies and
expand
An impact assessment and management system, the SROI Toolkit provides a methodology that is designed for use with both individual companies and investment portfolios. SVT first works with the client to define one or more specific measurable "addressable impacts," identifying and involving key stakeholders. Next, indicators of this impact are defined and tracked. SVT also collects base case and outcome data from experts and secondary research sources, and customizes an analytical model that associates the organization's regularly collected data with impact results. This feeds into the SROI Dashboard that shows progress toward impact.  
expand

Focus: Organizational Effectiveness, Social Impact

Tags: case study, consultant service

SVT Group

MethodGeneral

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.
expand
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.  
expand

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
expand
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.   
expand

Focus: Organizational Effectiveness, Social Impact

Tags: consultant service, scorecard/rating

Trucost PLC

ToolGeneral

Volunteerism ROI Tracker

The Volunteerism ROI Tracker is a web-based tool that allows non-profit organizations and socially conscious businesses to analyze their community
expand
The Volunteerism ROI Tracker is a web-based tool that allows non-profit organizations and socially conscious businesses to analyze their community outreach by examining social and business-related ROI. It allows users to analyze the value of volunteer activities and offers suggestions for improving their outputs and outcomes, as well as benchmarks for comparison.  
expand

Focus: Organizational Effectiveness, Social Impact

Tags: consultant service, software

True Impact (with Points of Light/HandsOn Network)

ToolGeneral
foundationcenter.org
© Foundation Center
All Rights Reserved.
Privacy Policy