Tools and Resources for Assessing Social Impact

TRASI

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Tag: indicators

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Name sorted by ascending order Sponsor Approach Sector

Assessment and Improvement Indicators

The VPP Assessment and Improvement Indicators is a tool that conveys the quality of performance an organization has in 13 specific organizational
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The VPP Assessment and Improvement Indicators is a tool that conveys the quality of performance an organization has in 13 specific organizational categories and how much it has improved and changed in each area. Ratings are based on an initial assessment of capacity using the Organizational Capacity and Assessment Tool and other, internal tools used during the investment selection process. Progress is assessed according to annual performance of mutually established goals, a re-assessment of capacity, and the best judgment of partners. The Indicators are reviewed, discussed, and thoroughly vetted with the leadership of the nonprofit organization.  
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Focus: Organizational Effectiveness

Tags: indicators

Venture Philanthropy Partners

ToolGeneral

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...

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

Impact Reporting and Investment Standards (IRIS)

IRIS is a catalog of metrics with standard definitions that provide a consistent method for describing an organization’s social, environmental, and
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IRIS is a catalog of metrics with standard definitions that provide a consistent method for describing an organization’s social, environmental, and financial performance. Incorporating commonly-accepted metrics and expert input, IRIS spans an array of performance objectives and includes sector-specific metrics for areas including financial services, agriculture, and energy, among others. Like financial accounting standards, IRIS provides a credible reference for performance reporting, and organizations need only use relevant metrics from the IRIS library.  
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Focus: Organizational Effectiveness, Social Impact

Tags: indicators, standards

The Global Impact Investing Network (GIIN)

MethodGeneral

Measurement of Cultural Vitality

Measurement of Cultural Vitality is a tool that looks at arts establishments per thousand population, percentage of employment in nonprofit and
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Measurement of Cultural Vitality is a tool that looks at arts establishments per thousand population, percentage of employment in nonprofit and commercial arts establishments as proportion of all employment, nonprofit arts organizations per thousand population, nonprofit arts and cultural celebrations per thousand population, nonprofit art expenses per capita, nonprofit arts contributions per capita, and percentage of artist jobs.  
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Focus: Social Impact

Tags: case study, indicators

Urban Institute

ToolArts,
Employment

Metrics that Matter

Transactions – Transformations – Translations: Metrics That Matter for Building, Scaling, and Funding Social Movements, a report from USC Program
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Transactions – Transformations – Translations: Metrics That Matter for Building, Scaling, and Funding Social Movements, a report from USC Program for Environmental and Regional Equity (PERE) with support from the Ford Foundation, provides an evaluative framework and key milestones to gauge movement building. This best practice aims to bridge the gap between the field of community organizing that relies on the one-on-one epiphanies of leaders and the growing philanthropic emphasis on evidence-based giving. The report stresses three main insights: any good set of movement metrics should capture quantity and quality, numbers and nuance, transactions and transformations; a movement is more than one organization; and metrics must be co-created, not imposed. The report also offers a set of recommendations to funders and the field, ranging from practical steps (like building a new toolbox of measures, improving the capacity to use them, and documenting innovation and experimentation) to more far-reaching suggestions about leadership development, the connection of policy outcomes with broader social change, and the need to generate movement-level measures.  
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Focus: Organizational Effectiveness, Social Impact

Tags: guide, indicators, strategy

USC Program for Environmental and Regional Equity

Best PracticeCivil,
Public Affairs

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

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

Tags: indicators, scorecard/rating

Microcredit Summit Campaign

MethodMicrofinance

Outcomes and Impact Frameworks

Based on research by The Center for What Works and the Urban Institute, this method delineates the outcomes that should be measured by an
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Based on research by The Center for What Works and the Urban Institute, this method delineates the outcomes that should be measured by an organization in a particular sector. The Outcomes Framework Browser allows users to navigate through the 14 program areas and browse their respective outcomes and indicators. Once you choose a program area of interest, or the more general common outcomes taxonomy, the screen will display a program description, an Outcomes Sequence Chart for that program area, and links to the program outcomes so you can view the outcome indicators. The common outcomes are thematically classified as knowledge/learning/attitude (e.g., skills, attitude, readiness), behavior (incidence of bad behavior, incidence of desirable activity, maintenance of new behavior), condition/status (e.g., participant social status, economic condition, health condition). The Impact Measurement Framework allows users to define their mission/program impact statement and then choose up to three outcomes most relevant to that statement. Once the key outcomes are identified, users choose the measureable indicators of success. This is an ongoing effort, which continues to expand to additional sectors.  
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Focus: Organizational Effectiveness, Social Impact

Tags: case study, indicators, ready-to-use

Center for What Works, Urban Institute

MethodArts,
Civil,
Community...

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...

Quality of Official Development Assistance (QuODA) Assessment

The QuODA Assessment tool tracks, compares, and ranks quality of aid based on data provided by 31 donor countries and 152 aid agencies. It uses
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The QuODA Assessment tool tracks, compares, and ranks quality of aid based on data provided by 31 donor countries and 152 aid agencies. It uses OECD Paris Declaration Principles and the Accra Action Agenda to assess the effectiveness of international aid. A cross-national standard for comparison of development aid was developed around four major areas: maximizing efficiency, fostering institutions, reducing burden, and transparency and learning. These areas are broken down into 30 individual indicators against which aid programs are assessed based on the country programmable aid (CPA) amounts.  
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Focus: Organizational Effectiveness

Tags: indicators, report, standards

Global Economy & Development at Brookings, Center for Global Development

ToolInternational

Social Performance Indicators (SPI)

This is a social audit tool for microfinance institutions that takes the form of a questionnaire. It can be self-administered by the microfinance
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This is a social audit tool for microfinance institutions that takes the form of a questionnaire. It can be self-administered by the microfinance institute or used with an external reviewer that evaluates four dimensions: 1) outreach to the poor and excluded populations; 2) adaptation of products and services for target clients; 3) improvement in social and political capital; and 4) corporate social responsibility. The SPI tool is open access. In exchange for using the tool, users send their findings to CERISE along with comments on the tool. This user collaboration has led to an improved version of the SPI and a rich database with results of over 200 social audits.  
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Focus: Organizational Effectiveness

Tags: case study, indicators, survey

CERISE

ToolMicrofinance

Social Value Metrics

The Social Value Metrics tool is a performance monitoring system that tracks the impact of loans. It assesses economic (volume of sales, revenue,
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The Social Value Metrics tool is a performance monitoring system that tracks the impact of loans. It assesses economic (volume of sales, revenue, net assets, and the price premium a cooperative fetches for their product versus standard price); social (includes number of members, jobs created, amount of purchases from local rural producers, and price the cooperative pays local producers relative to the price a middleman would pay); and environment (includes total acres under organic certification, the number of trees planted in the past year, and the percentage of borrowers located in or around protected areas) impact of a loan. Questions are included in a standard loan application form.  
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Focus: Social Impact

Tags: case study, indicators

Root Capital

ToolMicrofinance

Steps Program Evaluation

The Healthy Communities (formerly known as Steps) program evaluation page offers best practices for documenting program implementation, determining
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The Healthy Communities (formerly known as Steps) program evaluation page offers best practices for documenting program implementation, determining progress towards goals, and identifying areas for improvement. These communities address the burden of chronic diseases by implementing activities that help people to be more physically active, eat a healthy diet, stop using tobacco and better manage their diabetes and asthma. At the center of their evaluation strategy are the Core Performance Measures. Over the course of two years, stakeholders identified and agreed upon 18 measures and 44 related indicators; each reflects a critical component of Steps activities. The Core Performance Measures provide information about what and how results are achieved, reflect the best-possible science and practice-wisdom relevant to Steps communities, and take into account the practicalities of data collection at the community level.  
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Focus: Organizational Effectiveness, Social Impact

Tags: case study, indicators

Centers for Disease Control & Prevention

Best PracticeDiseases,
Food,
Health...

Success Measures Data System (SMDS)

Success Measures Data System (SMDS) is an outcome-based evaluation method for conducting full-scale participatory evaluations of programs to
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Success Measures Data System (SMDS) is an outcome-based evaluation method for conducting full-scale participatory evaluations of programs to improve neighborhoods and communities. It provides instructions on how to design and complete a participatory outcome-based evaluation, community development outcome indicators, data collection instruments for all indicators such as surveys, interview guides, and forms for tracking administrative and other records, a secure place to enter, manage and store all the data collected for an evaluation, a reporting function that tabulates your data, and guidance on how to integrate learning into programs and advocacy. In addition, Success Measures provides support to participating organizations for additional analysis and reporting of their outcome data, including mapping and integrating publically available secondary data and program records.  
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Focus: Social Impact

Tags: indicators, software

NeighborWorks America

MethodGeneral

Wallace Assessment Tool

This is a method to assess foundation impact. The method asks four core questions with varying indicators by program area. The questions are: 1)
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This is a method to assess foundation impact. The method asks four core questions with varying indicators by program area. The questions are: 1) Are our grantee partners satisfactorily executing their plans? 2) Are our partners incorporating the changes they are making in the way they do their work? 3) Are people in our grantee sites benefiting? 4) Are we producing and effectively promoting useful knowledge?   
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Focus: Social Impact

Tags: indicators

Wallace Foundation

MethodPhilanthropy
foundationcenter.org
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