Tools and Resources for Assessing Social Impact

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Name sorted by ascending order Sponsor Approach Sector

Appreciative Inquiry Approach

Appreciative Inquiry is a methodology used by groups to cooperatively explore what is working well in an organization, so they may plan and
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Appreciative Inquiry is a methodology used by groups to cooperatively explore what is working well in an organization, so they may plan and implement further positive action. This process encourages change in other areas of the organization that may not be functioning as well. AI involves a pre-scripted approach to interviewing stakeholders, leading discussions, and creating shared goals, to focus an organization’s productive energy towards mutually positive outcomes. Planned exercises in visualizing “what could be”, as well as hands-on activities, and mind mapping techniques, are directed towards defining objectives. The goals are then implemented by creating concrete steps toward putting agreed upon changes into practice. The AI method inspires mutual imagination, innovation and creative thinking, to side-step habitual obstacles and ineffective ways of thinking about challenging issues, promoting positive action.  
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Focus: Organizational Effectiveness

Tags: case study, framework

Annie E. Casey Foundation, Organizational Research Services

MethodCivil

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
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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.  
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Focus: Social Impact

Tags: consultant service, framework, training

William Davidson Institute

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 organization’s 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

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
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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.  
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Focus: Organizational Effectiveness, Social Impact

Tags: consultant service, framework, guide

New Philanthropy Capital

ToolCommunity,
Education,
Employment...

Cluster Evaluation

This is a best practice that tells foundations to seek feedback across a group of projects or programs to identify common threads and themes that,
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This is a best practice that tells foundations to seek feedback across a group of projects or programs to identify common threads and themes that, having cross-confirmation, take on greater significance. Cluster evaluators provide feedback on commonalities in program design as well as innovative methodologies used by projects during the life of the initiative.  
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Focus: Social Impact

Tags: framework, guide

W.K. Kellogg Foundation

Best PracticePhilanthropy

Community Tool Box

The Community Tool Box is a set of best practices that provides more than 7,000 pages of practical information to support community health and
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The Community Tool Box is a set of best practices that provides more than 7,000 pages of practical information to support community health and development work. The focus is on specific practical skills, such as conducting a meeting or participatory evaluation. The Evaluating the Initiative section provides a framework and guidance for developing an evaluation of a community health program or initiative. The Examples section provides useful case studies showing how various projects and programs have used the resources in the tool box to conduct their own evaluations.  
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Focus: Organizational Effectiveness, Social Impact

Tags: case study, framework, guide

Work Group for Community Health and Development at the University of Kansas

Best PracticeCommunity,
Diseases,
Health...

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
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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.  
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Focus: Organizational Effectiveness, Social Impact

Tags: consultant service, framework

Dalberg Global Development Advisors

MethodGeneral

Developing a Theory of Change

This is a best practice to obtain clarity about what needs to happen to achieve and sustain the changes, or outcomes, that want to be seen (mapping
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This is a best practice to obtain clarity about what needs to happen to achieve and sustain the changes, or outcomes, that want to be seen (mapping the outcome pathways to success) and to identify who (people or institutions) can influence these outcomes positively or negatively (mapping the activity ecosystem). It sets the framework for identifying impact, intermediary outcome and process indicators.  
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Focus: Social Impact

Tags: framework, guide

Keystone Accountability

Best PracticeGeneral

Evaluating Development Co-Operation

This is a best practice that offers guidance in developing norms and standards for evaluation in an effort to improve humanitarian aid programs
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This is a best practice that offers guidance in developing norms and standards for evaluation in an effort to improve humanitarian aid programs and policy. The approach offers a core set of principles, along with five evaluation criteria: relevance, effectiveness, efficiency, impact, sustainability, and a framework for peer reviews and assessment.   
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Focus: Organizational Effectiveness, Social Impact

Tags: framework, guide

OECD DAC Network on Development Evaluation

Best PracticeEnvironment,
Human,
International...

Excellence Model

This method offers a self-assessment framework for measuring the strengths and areas for improvement of an organization across all of its
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This method offers a self-assessment framework for measuring the strengths and areas for improvement of an organization across all of its activities. The term ‘excellence’ is used because the Excellence Model focuses on what an organization does, or could do, to provide an excellent service or product to its customers, service users or stakeholders.  
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Focus: Organizational Effectiveness, Social Impact

Tags: framework

European Foundation for Quality Management

MethodGeneral

Foundation Performance Assessment Framework

The Performance Assessment Framework is a best practice that enables foundations to monitor progress towards advancing their mission and
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The Performance Assessment Framework is a best practice that enables foundations to monitor progress towards advancing their mission and organizational goals. The James Irvine Foundation’s documentation of this framework can be used to create an individual measurement of a foundation’s impact by establishing clear goals, examining relevant data and assessing progress against desired outcomes in two broad sections: 1) Program Impact, with specific measures and indicators for context, outcomes, and results, learning and refinement; and 2) Institutional Effectiveness, with specific measures and indicators for leadership, constituent feedback, and finance and organization.  
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Focus: Organizational Effectiveness, Social Impact

Tags: framework

James Irvine Foundation

Best PracticePhilanthropy

Impact Framework

This is a method that sets short medium and long range targets in specific program areas (such as health insurance coverage, childhood obesity, and
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This is a method that sets short medium and long range targets in specific program areas (such as health insurance coverage, childhood obesity, and public health) and uses performance indicators to measure progress toward those targets.  
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Focus: Social Impact

Tags: case study, framework

Robert Wood Johnson Foundation

MethodGeneral

Interrupted Time Series Designs

This is an observational method that measures impact of education programs in cases where data before the implementation of the program is
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This is an observational method that measures impact of education programs in cases where data before the implementation of the program is available. This method compares the data from before the implementation to the same data afterwards to tease out a trend in achievement.  
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Focus: Organizational Effectiveness, Social Impact

Tags: framework

U.S. Department of Education

MethodEducation

LBG Measuring and Benchmarking Corportate Community Investment

LBG International is a network of organizations that is based around a shared method for measuring and evaluating a corporation’s community
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LBG International is a network of organizations that is based around a shared method for measuring and evaluating a corporation’s community investment. The information on community contributions and outreach is collected online and analyzed so that participants can benchmark their efforts against regional and international benchmarks. The model adheres to standards set by the Dow Jones Sustainability Index (DJSI), the Global Reporting Initiative (GRI), and the Corporate Responsibility Index (CRI).  
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Focus: Organizational Effectiveness, Social Impact

Tags: framework, standards

Corporate Citizenship

MethodGeneral

Listen First Framework

This best practice provides a framework of four principles to develop practical ways for NGOs to manage their accountability to the people they aim
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This best practice provides a framework of four principles to develop practical ways for NGOs to manage their accountability to the people they aim to serve: 1) providing information publicly; 2) involving people in making decisions; 3) listening to feedback and complaints; and 4) evaluating staff attitudes and behaviors. This framework is used to structure three central processes: 1) workshops for staff to discuss and assess current levels of accountability and to identify improvements for their specific context; 2) research into local communities’ views of how accountable staff are in practice and how useful they find the NGO’s work; and 3) summary reports for managers to understand the level of accountability achieved in different projects.   
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Focus: Organizational Effectiveness, Social Impact

Tags: framework

Mango, Concern Worldwide

Best PracticeGeneral

Local Multiplier 3

LM3 was developed by NEF as a simple and understandable tool for measuring local economic impact. It is designed to help people think about local
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LM3 was developed by NEF as a simple and understandable tool for measuring local economic impact. It is designed to help people think about local money flows and how their organization can practically improve its local economic impact, as well as influence the public sector to consider the impact of its procurement decisions. It was designed to be quick and relatively easy and to highlight where an organization can improve its impact.  
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Focus: Social Impact

Tags: calculation, framework

New Economics Foundation

ToolGeneral

Logic Model Builder

This method is a step-by-step guide for articulating and connecting organizational or program goals, resources, activities, outputs, and outcomes.

Focus: Organizational Effectiveness

Tags: framework, guide

Innovation Network

MethodGeneral

Measuring Impact Framework

This is a method that thoroughly outlines a framework for businesses to measure their impact on development goals in the regions where they
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This is a method that thoroughly outlines a framework for businesses to measure their impact on development goals in the regions where they operate. The framework is laid out broadly to meet the needs of organizations across different sectors anywhere in the world over time, allowing a variety of businesses to make key decisions that affect social impact.  
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Focus: Organizational Effectiveness, Social Impact

Tags: case study, framework

World Business Council for Sustainable Development

MethodGeneral

Metrics Guide

This method allows organizations to build an outline for assessment of outreach, volunteer, or other social activities by creating a list of key
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This method allows organizations to build an outline for assessment of outreach, volunteer, or other social activities by creating a list of key performance indicators and outlining strategies for measurement, applied to a select investment or signature program, or to an entire portfolio of investments.  
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Focus: Organizational Effectiveness, Social Impact

Tags: framework, guide

True Impact

MethodGeneral

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

Monitoring and Evaluation for Poverty Reduction

This book chapter provides a method extensively outlining the decision-making process and reasoning behind initiating a practical evaluation of a
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This book chapter provides a method extensively outlining the decision-making process and reasoning behind initiating a practical evaluation of a poverty-reduction program (or programs) over time. The authors (Giovanna Prennushi, Gloria Rubio, and Kalanidhi Subbarao) detail how to construct a relevant framework using a results-based management approach and decide what data to collect on the appropriate indicators to measure outcomes and impact.  
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Focus: Social Impact

Tags: framework, guide

The World Bank

MethodHuman,
Other

Nurse-Family Partnership Evaluation & Logic Models

NFP’s logic models can serve as useful methodologies for maternal and early childhood health programs with a home visit component. NFP has
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NFP’s logic models can serve as useful methodologies for maternal and early childhood health programs with a home visit component. NFP has conducted extensive research through randomized control trials with diverse populations in order to develop these logic models. They outline maternal and child activities, and short-term, intermediate, and long-term outcomes that NFP strives to attain, such as pregnant women displaying improved health behaviors, and decreased neurodevelopmental impairment in newborns. NFP’s National Service Office works with communities interested in implementing the Nurse-Family Partnership model to ensure the program is right for their needs and that broad-based community support can be established and sustained. NFP Implementing Agencies contract with the National Service Office to provide services at a community level. These agencies are administered by a range of non-profit and for-profit entities, including state and county health departments, community-based health centers, nursing associations, and hospitals, generally through maternal and child health services.  
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Focus: Social Impact

Tags: framework

Nurse-Family Partnership (NFP)

MethodDiseases,
Health,
Human

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

Outcome-Based Evaluation

Outcome-based evaluation is a systematic method for assessing the extent to which a program has achieved its intended results.  It answers the key
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Outcome-based evaluation is a systematic method for assessing the extent to which a program has achieved its intended results.  It answers the key questions:  “how has a program made a difference?” and “how are the lives of program participants better as a result of the program?”.  Outcome-based evaluation can help provide information that helps organizations and programs report back to their key audiences, improve program quality, make decisions about resource allocation and communicate about results.  
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Focus: Organizational Effectiveness, Social Impact

Tags: framework

Organizational Research Services

MethodGeneral

Poverty and Social Impact Analysis (PSIA)

This method analyzes the distributional impact of policy reforms on the well-being or welfare of different stakeholder groups. PSIA starts with
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This method analyzes the distributional impact of policy reforms on the well-being or welfare of different stakeholder groups. PSIA starts with the ex-ante analysis of expected poverty and social impacts of policy reforms (predicting impacts before the policy actually takes effect). PSIA then advocates monitoring results during implementation. Finally, where possible, PSIA suggests evaluating ex-post the poverty and social impacts of reforms.  
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Focus: Social Impact

Tags: framework

The World Bank

MethodCivil,
Community,
Education...

Programme Accountability and Learning System (PALS)

This method provides a framework that guides Plan staff in their planning, monitoring, and evaluation at the program country level. PALS is
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This method provides a framework that guides Plan staff in their planning, monitoring, and evaluation at the program country level. PALS is described in four key stages: (1) Participatory Situation Analysis from a child rights perspective; (2) Strategic and Programme Planning; (3) Programme implementation through projects (4) Programme monitoring, evaluation and research. Enabling staff in program countries to assess their Child Centered Community Development (CCCD) approach, this system allows for local circumstance and flexibility.  
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Focus: Organizational Effectiveness, Social Impact

Tags: framework

Plan International

MethodCivil,
Youth

Project Level Evaluation: Context Evaluation

This is a best practice to show how a particular project functions within the economic, social, and political environment of its community and
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This is a best practice to show how a particular project functions within the economic, social, and political environment of its community and project setting. Context evaluation asks how the community and umbrella organization hinder or help achieve project goals.  
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Focus: Social Impact

Tags: framework, guide

W.K. Kellogg Foundation

Best PracticeGeneral

Project Level Evaluation: Outcome Evaluation

This is a best practice to determine what outcomes are expected from a project and identify what impact a project is having on its clients, staff,
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This is a best practice to determine what outcomes are expected from a project and identify what impact a project is having on its clients, staff, umbrella organization, and community. It asks: 1) Who are you trying to serve? 2) What outcomes are you trying to achieve for your target population? 3) How will you measure whether you’ve achieved these outcomes? 4) What data will you collect and how will you collect it? 5) How will you use those results? 6) What are your performance targets?   
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Focus: Social Impact

Tags: framework, guide

W.K. Kellogg Foundation

Best PracticeGeneral

Prove It!

Prove it! was developed and published by NEF in 2000 in partnership with Groundwork UK and Barclays PLC to provide a method for measuring the
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Prove it! was developed and published by NEF in 2000 in partnership with Groundwork UK and Barclays PLC to provide a method for measuring the effect of community regeneration projects on the quality of life of local people. This method was originally conceived to help those managing neighborhood renewal projects look beyond the physical and environmental changes that had taken place (e.g. the number of trees planted; amenities created) and be able to highlight the positive outcomes of regeneration that can often go unnoticed. Since the original handbook was produced an accompanying Prove It! Toolkit has been developed that supports a project manager in planning and undertaking a participatory evaluation for proving and improving.  
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Focus: Social Impact

Tags: framework, guide

New Economics Foundation

MethodArts,
Community,
Education...

Pulse

Pulse (aka Portfolio Data Management System, PDMS) is a proprietary online tool that allows the investor to track a consistent set of core
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Pulse (aka Portfolio Data Management System, PDMS) is a proprietary online tool that allows the investor to track a consistent set of core quantitative financial, operational and social metrics for each portfolio company. It creates and tracks customized metrics for individual companies and qualitatively rates company management using a standardized capabilities assessment of six areas: alignment with the investor's mission, financial sustainability, potential for scale, potential for social impact, management capability, and business model effectiveness.  
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Focus: Organizational Effectiveness, Social Impact

Tags: framework

Acumen Fund

ToolGeneral

Roca’s High-Risk Youth Intervention Model

Roca’s High-Risk Youth Intervention Model is a method that helps Roca assess whether they successfully help young people change their behavior and
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Roca’s High-Risk Youth Intervention Model is a method that helps Roca assess whether they successfully help young people change their behavior and shift the trajectories of their lives. Based on cognitive-behavioral intervention, the Model enables young people to move toward the outcomes of economic independence and personal safety. Roca’s model is based on a framework for change used in medical and mental health fields and includes: 1) relentless outreach through transformational relationships (Roca’s intensive case management model); 2) stage-based programming toward economic independence (life skills, educational and pre-vocational, and employment programming); and, 3) work with engaged institutional partners.

A team of evaluators, which includes the Crime and Justice Institute, Abt Associates, and the Schneider Institute for Health Policy, has been meeting to determine the most rigorous evaluation design that can be applied. In addition, input is received from Roca’s Evaluation Advisory Board. The plan for the outcome evaluation is to use a failure rate design (survival analysis) as a way to determine what intervention components and participant characteristics predict which outcomes. The designs under consideration are all quasi-experimental in nature: difference-in-differences and the use of a simulated comparison group. For more information, view the Initial Implementation Evaluation Report.  

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Focus: Organizational Effectiveness, Social Impact

Tags: framework

Roca

MethodMental,
Youth

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 Impact Assessment (SIA)

The SIA provides a method for measuring the social impact of organizations for a social investor. It has three major steps: definition of the
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The SIA provides a method for measuring the social impact of organizations for a social investor. It has three major steps: definition of the venture's social value proposition using a "theory of change," quantification of social value by listing the top three social indicators most strongly correlated with desired social outcomes and that can be tracked as part of normal business operations, and monetization of the social impact value the venture aims to create over the next 10 years.  
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Focus: Social Impact

Tags: framework

Global Social Venture Competition

MethodGeneral

Social IMPact Measurement for Local Economies (SIMPLE)

The SIMPLE approach to social impact assessment is a methodology developed by Social Enterprise London (SEL) in conjunction with University of
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The SIMPLE approach to social impact assessment is a methodology developed by Social Enterprise London (SEL) in conjunction with University of Brighton. It combines internal strategic review with outcomes based assessment to help managers of socially motivated businesses to visualize where and how they make positive contributions to society. Following a two-day training, users are equipped to select appropriate measures with which to collect quantifiable data and have received guidance on how to use that data to put their efforts into the broader context. By using a framework such as SIMPLE, it is possible to identify what evidence of change needs to be collected in order to illustrate the social benefits that the work of the organization creates.  
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Focus: Organizational Effectiveness, Social Impact

Tags: framework, training

SEEDA, European Social Fund, University of Brighton, Focus Work, SEL, The Cubist

MethodGeneral

Social Outcome Tracking

Social Outcome Tracking provides a methodology for gathering data on key indicators affecting social enterprise employees for its portfolio
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Social Outcome Tracking provides a methodology for gathering data on key indicators affecting social enterprise employees for its portfolio organizations, including barriers to employment, income and employment status. REDF is working with Social Solutions ETO to help organizations gather data and use it for both performance management and outcome tracking.  
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Focus: Social Impact

Tags: framework, report

REDF

MethodEmployment

SPEAK (Strategic Planning, Evaluation and Knowledge Networking)

This system is a tool which offers organizations and projects the capacity to self-evaluate, leading to a comprehensive understanding of the work,
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This system is a tool which offers organizations and projects the capacity to self-evaluate, leading to a comprehensive understanding of the work, outputs and impacts of the organizations, and the facility to integreate these new understands with improved strategic and work planning.  
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Focus: Organizational Effectiveness, Social Impact

Tags: framework, report, software

Nexus

ToolGeneral

SROI

This tool applies a monetary value to ventures with social objectives. REDF's SROI Framework focuses on determining a set of six SROI metrics:
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This tool applies a monetary value to ventures with social objectives. REDF's SROI Framework focuses on determining a set of six SROI metrics: Enterprise Value, Social Purpose Value, Blended Value, Enterprise Index of Return, Social Purpose Index of Return, and Blended Index of Return. It uses an organization's actual data on outputs and outcomes and on proxy research but does not include analysis against what social outcomes would have been if the venture did not exist.  
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Focus: Social Impact

Tags: case study, framework, guide

REDF

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

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 Big Picture

The Big Picture is a tool that works as an organizational development framework for identifying the strengths and areas for improvement of an
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The Big Picture is a tool that works as an organizational development framework for identifying the strengths and areas for improvement of an organization across all its activities. It is non-prescriptive and does not involve strictly following a set of rules or standards, but provides a broad and coherent set of assumptions about what is required for a good organization and its management.  
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Focus: Organizational Effectiveness, Social Impact

Tags: framework, guide

Scottish Council for Voluntary Organisations

ToolGeneral

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

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 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

Theories of Change

This best practice provides a framework for identifying relationships in order to evaluate initiatives' social impacts. It emphasizes the
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This best practice provides a framework for identifying relationships in order to evaluate initiatives' social impacts. It emphasizes the understanding by stakeholders of how exactly the enterprise will generate social impacts and highlights the causal relationships between actions, short term outcomes and long term outcomes.  
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Focus: Organizational Effectiveness

Tags: framework

Carol Weiss, et al.

Best PracticeGeneral

Theory of Change Community

The TOC website is devoted to the methodology, use and practice of Theory of Change. At this site you'll find, among other things: 1) When TOC can
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The TOC website is devoted to the methodology, use and practice of Theory of Change. At this site you'll find, among other things: 1) When TOC can help you and how (planning, re-grouping, evaluation, board meetings); 2) How it is best applied (should the scope of your engagement be a day, a month, or a year?); 3) How TOC can be the basis for a major organizational shift towards focusing on outcomes and accountability, while remaining participatory and transparent; and 4) How TOC has been used recently in key topic areas such as social justice, women’s movements, international justice, youth development, structural racism and more. Additionally, the site features a Facilitator’s Guide, published by the Aspen Roundtable, numerous PowerPoints showing the steps to creating TOCs, and finally, the Theory of Change Online, a web-based online drawing tool and database custom designed to create, store, and share Theories of Change. ActKnowledge also offers training and workshops to assist organizations in developing their TOCs.  
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Focus: Organizational Effectiveness, Social Impact

Tags: case study, framework, guide, strategy, training

ActKnowledge

MethodGeneral

Women's Empowerment Framework

The Women’s Empowerment Framework offers a best practice that was developed by gender expert Sara Hlupekile Longwe to assist organizations in
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The Women’s Empowerment Framework offers a best practice that was developed by gender expert Sara Hlupekile Longwe to assist organizations in identifying what women’s empowerment and equality means in practice, and then examining to what extent an intervention is supporting this equality and empowerment. Longwe’s framework is based on the concept of five different levels of equality (control, participation, conscientisation, access and welfare) across three levels of program effect (positive, neutral or negative impact). Expounding on this framework is Longwe’s 2002 essay, Spectacles for Seeing Gender in Project Evaluation, in which she provides a guide for looking at evaluation design, a project plan, evaluation questions, and a lens through which we can recognize and analyze gender issues, and see the process of women’s empowerment.  
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Focus: Organizational Effectiveness, Social Impact

Tags: framework, guide

Sara Hlupekile Longwe

Best PracticeGeneral
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