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PHINEO’s approach to impact analysis:
The challenge to prove and to improve at the
same time
Bonn, October 1, 2015
Increasing impact
PHINEO seeks to strengthen the social sector by
making the success of NPOs visible!
For-Profit: Success = Profit Maximization Non-Profit: Success = ???
Increasing impact
Phineo addresses both…
+
ORGANIZATIONS
better achieve their objectives
INVESTORS
invest more sustainably
Increasing impact
PHINEO enables effective social engagement
Creating and sharing
knowledge
Showing best-practice NPOs
and projects
Supporting Social InvestorsAgenda
setting
Vision and strategy
Partnership and dialogueImpact orientation
Increasing impact
The different stages of social impact
... the offerings/measures are realized as planned, on time,
in budget, etc.
...the beneficiaries that should be addressed are reached, are aware of the services,
activities in the desired quantity, etc.
...the beneficiaries reached accept the services, activities and are
happy with them
...the beneficiaries have gained new knowledge or skills, have
reinforced/changed their attitude, formed a new opinion, etc.
1
3
2
4
...the behavior of the beneficiaries reached has been changed as desired
...the circumstances of the beneficiaries reached have been
changed as desired (e.g. financial situation, social safety, etc.)
...the desired social, ecologic, economic or other changes in the
entire organization, region, society, etc. take place7
6
Source: Univation 2007 / PHINEO
5
We speak of
results from
step 4…
Outcome
Impact
Output
Increasing impact
Impact-oriented project management
Strategy and planning
• Challenges and needs
• Strategic approach and concept
• Theory of change/ IOOI,
beneficiaries, objectives, indicators
Implementation
• Operational management
of activities and data
collection
• Systematic internal
communication and
coordination
• Efficient use of resources
Prove and improve
• Internal and external
reporting (for key
stakeholders)
• Learning, quality
development
and scaling up
1
24
3 Impact analysis
• IOOI analysis
• Interpretation of results
Increasing impact
Impact orientation matters – internally and externally
Achieving impact is the
underlying rationale of NPOs
/ foundations to exist!!!
Increasing impact
The two dimensions of impact orientation
Impact
Orientation
Services
Improving effectiveness and
quality of portfolio and
specific programs / projects
Internal
CEO, supervisory board,
employees, units…
External
Sponsor/client, politics and
administration, foundations,
public, beneficiaries,…
Capacity Building
Shared learning, failure
culture and organisational
developnment
Prove
• Report and legitimatise
• Motivate and convince
Improve
• Learn and increase quality
• Develop and scale up
Increasing impact
High expectations about impact orientation
• 92% surveyed NPOs: impact orientation
results in higher quality of work
• 71% expect positive outcomes when applying
for funds
• 83% believe that there a more effective ways
for implementing their resources
Source: PHINEO-study „Wirkungorientierte Steuerung von Nonprofit-Organisationen (2013)
Increasing impact
THANK YOU FOR YOUR
ATTENTION!
Contact
Bettina Kurz
Analysis & Research
Email: bettina.kurz@phineo.org
www.phineo.org

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FoME Symposium 2015 | Workshop 7: Designing and Evaluating Impact-oriented Projects: Challenges for Political and Private Foundations | Bettina Kurz: PHINEO’s approach to impact analysis: The challenge to prove and to improve at the same time

  • 1. PHINEO’s approach to impact analysis: The challenge to prove and to improve at the same time Bonn, October 1, 2015
  • 2. Increasing impact PHINEO seeks to strengthen the social sector by making the success of NPOs visible! For-Profit: Success = Profit Maximization Non-Profit: Success = ???
  • 3. Increasing impact Phineo addresses both… + ORGANIZATIONS better achieve their objectives INVESTORS invest more sustainably
  • 4. Increasing impact PHINEO enables effective social engagement Creating and sharing knowledge Showing best-practice NPOs and projects Supporting Social InvestorsAgenda setting Vision and strategy Partnership and dialogueImpact orientation
  • 5. Increasing impact The different stages of social impact ... the offerings/measures are realized as planned, on time, in budget, etc. ...the beneficiaries that should be addressed are reached, are aware of the services, activities in the desired quantity, etc. ...the beneficiaries reached accept the services, activities and are happy with them ...the beneficiaries have gained new knowledge or skills, have reinforced/changed their attitude, formed a new opinion, etc. 1 3 2 4 ...the behavior of the beneficiaries reached has been changed as desired ...the circumstances of the beneficiaries reached have been changed as desired (e.g. financial situation, social safety, etc.) ...the desired social, ecologic, economic or other changes in the entire organization, region, society, etc. take place7 6 Source: Univation 2007 / PHINEO 5 We speak of results from step 4… Outcome Impact Output
  • 6. Increasing impact Impact-oriented project management Strategy and planning • Challenges and needs • Strategic approach and concept • Theory of change/ IOOI, beneficiaries, objectives, indicators Implementation • Operational management of activities and data collection • Systematic internal communication and coordination • Efficient use of resources Prove and improve • Internal and external reporting (for key stakeholders) • Learning, quality development and scaling up 1 24 3 Impact analysis • IOOI analysis • Interpretation of results
  • 7. Increasing impact Impact orientation matters – internally and externally Achieving impact is the underlying rationale of NPOs / foundations to exist!!!
  • 8. Increasing impact The two dimensions of impact orientation Impact Orientation Services Improving effectiveness and quality of portfolio and specific programs / projects Internal CEO, supervisory board, employees, units… External Sponsor/client, politics and administration, foundations, public, beneficiaries,… Capacity Building Shared learning, failure culture and organisational developnment Prove • Report and legitimatise • Motivate and convince Improve • Learn and increase quality • Develop and scale up
  • 9. Increasing impact High expectations about impact orientation • 92% surveyed NPOs: impact orientation results in higher quality of work • 71% expect positive outcomes when applying for funds • 83% believe that there a more effective ways for implementing their resources Source: PHINEO-study „Wirkungorientierte Steuerung von Nonprofit-Organisationen (2013)
  • 10. Increasing impact THANK YOU FOR YOUR ATTENTION! Contact Bettina Kurz Analysis & Research Email: bettina.kurz@phineo.org www.phineo.org