SEA Measurements

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  • So… what’s going on out there? SROI | In 2001, REDF developed a Social Return on Investment (SROI) framework to measure social impact of its workforce development nonprofit portfolio. This spawned the development of several approaches in a diverse array of business, nonprofit, social enterprise and gov’t contexts, esp. in Europe. Social Performance Mgt (SPM) | After years of developing a mgmt framework, a Network has formed to connect individuals and orgs committed to managing and achieving social performance in microfinance. WBCSD and IFC’s Measuring Impact Framework and Methodology | WBCSD, in collaboration with IFC, developed a framework that helps companies understand their contribution towards development, thus enabling them to inform their operations. IRIS (Impact Reporting and Investment Standards) | Perhaps the first initiative in the past 10 years with significant momentum to create a common framework for defining, tracking and reporting the performance of impact capital.
  • This doesn’t exist yet-- you guys are the first to see the version 2.0 Infinite customizability Facilitated through internet and practitioner networks
  • High degree of customizability [not infinite as thay would imply that there is zero comparability or replicability] Facilitated through internet and practitioner networks
  • High degree of customizability [not infinite as thay would imply that there is zero comparability or replicability] Facilitated through internet and practitioner networks
  • SEA Measurements

    1. 1. Income & Outcomes: Innovative Data Management, Metrics, and Models for Social Enterprise Social Enterprise Alliance Summit April 29, 2010
    2. 2. Making Impact Valuable to Practitioners <ul><li>Visibility </li></ul><ul><li>Know-How </li></ul><ul><li>Capacity </li></ul><ul><li>Technology </li></ul><ul><li>Demand from Investors/Funders </li></ul>
    3. 3. <ul><li>Know-How: Approaches </li></ul>Burgeoning Landscape Global SROI Network SROI Lite SROI Toolkit SROI Calculator Technology: Cost-Savings Demand: Leadership Impact Dashboard SM … Not an exhaustive list…
    4. 4. Measure, Manage & Communicate monetized value qualitative value quantified value financial value narrative value Impact Valuation that reflects the full spectrum ©2007-2010 SOCIAL VENTURE TECHNOLOGY GROUP. All rights reserved. www.svtgroup.net
    5. 5. Communicate Your Value Profile Organization 1 Organization 2 Organization 3 Financial information Monetizable Quantitative Qualitative Narrative Financial information Monetizable Quantitative Qualitative Narrative Financial information Monetizable Quantitative Qualitative Narrative e.g. Kiva e.g. YMCA e.g. South Pole ©2007-2010 SOCIAL VENTURE TECHNOLOGY GROUP. All rights reserved. www.svtgroup.net
    6. 6. Connect with Information Profiles Organization Financial information Monetizable Quantitative Qualitative Narrative Audience 1 Audience 2 ©2007-2010 SOCIAL VENTURE TECHNOLOGY GROUP. All rights reserved. www.svtgroup.net
    7. 8. Pulse Project
    8. 9. Metric Definition
    9. 10. Investment Metrics
    10. 11. Social Impact Measurements: Considerations/Issues for ZeroDivide <ul><li>Process and Impact Outcomes </li></ul><ul><li>Individual, Organization, Community Outcomes </li></ul><ul><li>Aggregating Results </li></ul><ul><li>The Data Balancing Act </li></ul><ul><li>Fear of Failure </li></ul><ul><li>Social Return on Investment </li></ul>
    11. 13. Change Agent Productions Budget v. Actual Year 1 v. Year 2
    12. 14. SROI: Change Agent Productions
    13. 15. <ul><li>A coached process and 10-step tool for learning how to measure impact using SROI methodology </li></ul>
    14. 16. <ul><li>First steps are same as pretty much all impact measurement techniques </li></ul>
    15. 17. <ul><li>Impact differentiates between “what happened,” and “what would have happened anyway” </li></ul>
    16. 18. Scenario planning <ul><li>Value can be projected over time and modeled by entering different assumptions </li></ul>
    17. 19. Report is automatically generated <ul><li>Report includes an Impact Map that details underlying assumptions </li></ul>
    18. 20. Manage What Matters <ul><li>The tactics of measurement should increase your ability to advance your mission. </li></ul><ul><li>Evidence of your impact should be an artifact of doing your job. </li></ul>
    19. 21. Family Service Agency
    20. 23. The Context We must declare what is valuable. <ul><li>We must overcome … </li></ul><ul><ul><li>An inability to connect capital to outcomes </li></ul></ul><ul><ul><li>Market structures that discourage a free and open flow of data </li></ul></ul>Poverty Climate Change Disease Education   ... Disaster Relief
    21. 24. Transactional and Competitive <ul><ul><li>Transactions </li></ul></ul><ul><ul><li>  Outputs </li></ul></ul><ul><ul><li>  Accountability </li></ul></ul><ul><ul><li>  Efficiency </li></ul></ul>Social and Collaborative <ul><ul><li>  Ideas </li></ul></ul><ul><ul><li>  Outcomes </li></ul></ul><ul><ul><li>  Social Change </li></ul></ul><ul><ul><li>  Efficacy </li></ul></ul>Two Markets Data and Measurement
    22. 25. Social Impact Data The old way… <ul><ul><li>Grant / Invest </li></ul></ul><ul><ul><li>Accountability </li></ul></ul><ul><ul><li>Scale </li></ul></ul><ul><ul><li>Social Change </li></ul></ul><ul><ul><li>Reputation </li></ul></ul><ul><ul><li>Fundraise / Sell </li></ul></ul><ul><ul><li>Perform </li></ul></ul><ul><ul><li>Improve / Iterate </li></ul></ul><ul><ul><li>Social Change </li></ul></ul><ul><ul><li>Reputation </li></ul></ul><ul><ul><li>“ The Market” </li></ul></ul><ul><ul><li>Value Realization </li></ul></ul>Funder / Investor Social Actor / Entrepreneur Research / Public Benefit
    23. 26. With rigor and comparability, social impact data will become a currency.
    24. 27. Resources <ul><li>McKinsey “Learning for Social Impact” report </li></ul><ul><li>Tools & Resources for Social Impact (TRASI) (database of 150 social impact measurement tools) </li></ul><ul><li>FSG Finance “Breakthroughs in Shared Measurement & Impact” </li></ul><ul><li>Zero Divide Case SROI Case Study </li></ul><ul><li>Impact Reporting & Investment Standards (IRIS) </li></ul><ul><li>Pulse </li></ul><ul><li>Social eValuator </li></ul><ul><li>Salesforce Foundation </li></ul><ul><li>SVT Group </li></ul><ul><li>ZeroDivide </li></ul>
    25. 28. Contact info <ul><li>Laura Efurd - [email_address] ; (415)773-0388 www.ZeroDivide.org </li></ul><ul><li>Sara Olsen - [email_address] ; twitter smolsen or svtgroup ; www.svtgroup.net </li></ul><ul><li>Steve Wright - [email_address] ; (510) 282-4739 www.salesforcefoundation.org </li></ul><ul><li>Paul Lamb – [email_address] ; (510) 815-6091 www.manonamission.biz </li></ul>

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