Tools and Resources for Assessing Social Impact

TRASI

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Tag: report

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

Application Perception Report (APR)

The APR tool is a survey that allows foundations to understand the candid perspectives of declined applicants on a number of important dimensions.
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The APR tool is a survey that allows foundations to understand the candid perspectives of declined applicants on a number of important dimensions. Individual reports include comparative data based on applicant perceptions of more than 25 foundations.  
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Focus: Organizational Effectiveness

Tags: report, survey

Center for Effective Philanthropy

ToolPhilanthropy

Beneficiary Perception Report (BPR)

This is a tool that gathers feedback from program beneficiaries. CEP's current work on beneficiary perceptions is focused on students of
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This is a tool that gathers feedback from program beneficiaries. CEP's current work on beneficiary perceptions is focused on students of foundation-supported high schools through a student survey project called YouthTruth. Developed in partnership with The Bill & Melinda Gates Foundation, YouthTruth systematically collects meaningful feedback and reports it back in ways that can influence decision making by funders, as well as by schools, school districts, and school networks.  
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Focus: Organizational Effectiveness, Social Impact

Tags: report, survey

Center for Effective Philanthropy

ToolGeneral

Charting Impact

This best practice effort proposes a common language and framework for organizations of various sizes, and of various missions and activities, to
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This best practice effort proposes a common language and framework for organizations of various sizes, and of various missions and activities, to consider and communicate their impact through Charting Impact Reports. At the heart of Charting Impact are five simple yet powerful questions that encourage strategic thinking about how to achieve long-term goals. Responding to them creates a unique report that shares concise, detailed information about plans and progress with key stakeholders, including the public. Charting Impact does not specify what to measure or how to assess performance, and participating is intended to complement, not replace, the other goal-setting and planning efforts of the organization.  
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Focus: Social Impact

Tags: ready-to-use, report, survey

Independent Sector, BBB Wise Giving Alliance and GuideStar USA

Best PracticeGeneral

Cultural Data Project

The Cultural Data Project is an online management tool designed to strengthen arts and cultural organizations. It gathers data on the sector,
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The Cultural Data Project is an online management tool designed to strengthen arts and cultural organizations. It gathers data on the sector, allowing participating organizations, researchers, advocates, and grantmakers to track trends and benchmark progress.  
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Focus: Organizational Effectiveness

Tags: ready-to-use, report, survey

The Pew Charitable Trusts

ToolArts

Donor Perception Report (DPR)

The Donor Perception Report (DPR) is a tool that explores, on a comparative basis, donors’ perceptions of community foundations to which they
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The Donor Perception Report (DPR) is a tool that explores, on a comparative basis, donors’ perceptions of community foundations to which they contribute. The DPR is based on a customizable survey, covering topics from donor preferences and motivations to the services and resources that are most valuable to community foundation donors. Through the DPR, community foundations are able to identify actionable strategies for most effectively engaging their donors.  
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Focus: Organizational Effectiveness

Tags: report, survey

Center for Effective Philanthropy

ToolPhilanthropy

Grantee Perception Report (GPR)

The GPR is a management tool that provides foundation CEOs, boards, and staff with comparative data on grantee perceptions of their foundation's
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The GPR is a management tool that provides foundation CEOs, boards, and staff with comparative data on grantee perceptions of their foundation's performance on a variety of dimensions. The GPR is based on a comprehensive survey of grantees covering issues such as interactions during the grant, the application and reporting processes, and perceived foundation impact.  
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Focus: Organizational Effectiveness

Tags: report, survey

Center for Effective Philanthropy

ToolPhilanthropy

GuideStar Analyst Reports

This tool provides reports detailing individual public charity financial performance. These reports reveal trends in income, assets, and expenses
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This tool provides reports detailing individual public charity financial performance. These reports reveal trends in income, assets, and expenses and provide the ability to analyze peer group comparisons according to geographic area and NTEE classification.  
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Focus: Organizational Effectiveness, Social Impact

Tags: calculation, report

GuideStar

ToolGeneral

KaBOOM! Method

This is a method that KaBOOM! utilized to assess the impact of their projects on local neighborhoods. The final evaluation report (see Featured In
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This is a method that KaBOOM! utilized to assess the impact of their projects on local neighborhoods. The final evaluation report (see Featured In link), conducted by Asset-Based Community Development Institute (ABCD) of Northwestern University, makes use of site visits, interviews, and a review of data to assess impact. This report can serve as a model for similar organizations looking to assess their programs.  
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Focus: Social Impact

Tags: report

KaBOOM!

MethodCommunity,
Youth

Making the Case™

Making the Case™ is a tool developed by Women's Funding Network in response to an increasing demand among member funds for a tool to measure and
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Making the Case™ is a tool developed by Women's Funding Network in response to an increasing demand among member funds for a tool to measure and evaluate social change. Funders invite grantees to use the online tool to enter information into a database that allows the funder to aggregate data and run reports. The tool is currently available to members of the Women’s Funding Network and Grantee Partners, and other organizations that wish to purchase access.  
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Focus: Organizational Effectiveness, Social Impact

Tags: report, survey

Women's Funding Network

ToolOther

Multidimensional Assessment Process (MAP)

Multidimensional Assessment Process (MAP) is a tool that provides foundations with an integrated assessment of performance based on comparative
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Multidimensional Assessment Process (MAP) is a tool that provides foundations with an integrated assessment of performance based on comparative data collected from a variety of different sources, including grantees, declined applicants, foundation staff, and foundation board members. The MAP assimilates results and data from all of CEP’s assessment tools into key findings, implications, and recommended action steps for improved foundation performance.  
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Focus: Organizational Effectiveness, Social Impact

Tags: report, survey

Center for Effective Philanthropy

ToolPhilanthropy

Operational Benchmarking Report (OBR)

The Operational Benchmarking Report (OBR) is a tool that provides comparative data, relative to a selected group of peer foundations, on aspects of
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The Operational Benchmarking Report (OBR) is a tool that provides comparative data, relative to a selected group of peer foundations, on aspects of funder operations – including staffing, program officer workload, grant characteristics, and administrative costs.  
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Focus: Organizational Effectiveness

Tags: report, survey

Center for Effective Philanthropy

ToolPhilanthropy

Project Streamline Grantmaker Assessment Tool

This tool is an online survey that generates a comparative report about your grantmaking processes. It enables you to compare these processes to
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This tool is an online survey that generates a comparative report about your grantmaking processes. It enables you to compare these processes to those of other funders, as well as to the principles described in the report, "Drowning in Paperwork, Distracted from Purpose." It will also help you to determine the costs of these processes to both your organization and your grantseekers. Once you have completed the survey, you will be able to download a comparative report that you can use to stimulate discussion within your organization about current processes and opportunities for improvement.  
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Focus: Organizational Effectiveness

Tags: ready-to-use, report, survey

Center for Effective Philanthropy, Grants Managers Network

ToolGeneral

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

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 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

Social Performance Audit Tool

This tool attempts to assess the social performance of an MFI. Using a "process auditing" approach, this tool answers the following question: To
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This tool attempts to assess the social performance of an MFI. Using a "process auditing" approach, this tool answers the following question: To what degree do the internal processes promote fulfillment of the MFI's stated social mission? This tool also assesses the MFI's performance in relation to its corporate social responsibility, particularly in terms of its relationship with and impact on staff, clients, the local community, and the environment. This assessment is performed by auditors who then author a final social audit report.  
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Focus: Organizational Effectiveness

Tags: report, scorecard/rating, standards

USAID

ToolMicrofinance

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

Staff Perception Report (SPR)

The Staff Perception Report (SPR) is a tool that explores foundation staff members’ perceptions of foundation effectiveness and job satisfaction on
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The Staff Perception Report (SPR) is a tool that explores foundation staff members’ perceptions of foundation effectiveness and job satisfaction on a comparative basis. The SPR is based on a survey specific to foundations that includes questions related to staff members’ impressions of their role in philanthropy, satisfaction with their jobs, their foundation’s impact, and opportunities for foundation improvement. Participating foundations have the opportunity to add a small number of questions specific to each foundation’s needs. In addition to providing participating foundations with comparative data, the staff surveys will help create a broad data set that CEP will use to report on practices and trends in the field.  
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Focus: Organizational Effectiveness, Social Impact

Tags: report, survey

Center for Effective Philanthropy

ToolPhilanthropy

Stakeholder Assessment Report (STAR)

The Stakeholder Assessment Report (STAR) is a tool that delivers insight about a foundation's effectiveness by surveying stakeholders who the
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The Stakeholder Assessment Report (STAR) is a tool that delivers insight about a foundation's effectiveness by surveying stakeholders who the foundation seeks to influence as part of its strategy: academics, business/industry experts, government, media, nonprofit organizations, etc. It is based on a survey specific to foundation stakeholders and covers a variety of topics, from funder communications and resources to impact and effectiveness.  
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Focus: Organizational Effectiveness, Social Impact

Tags: report, survey

Center for Effective Philanthropy

ToolPhilanthropy
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