The document discusses challenges and opportunities around measuring social impact for social enterprises. It describes different approaches to social impact measurement including SROI (Social Return on Investment) and impact dashboards. The document also presents examples of how organizations can communicate their social impact performance through standardized profiles that integrate financial and qualitative impact metrics. Developing better social impact data and measurement is presented as key to connecting capital to outcomes and facilitating social change.

1. Income & Outcomes: Innovative Data Management, Metrics, and Models for Social Enterprise Social Enterprise Alliance Summit April 29, 2010

2. Making Impact Valuable to Practitioners Visibility Know-How Capacity Technology Demand from Investors/Funders

3. Know-How: Approaches Burgeoning Landscape Global SROI Network SROI Lite SROI Toolkit SROI Calculator Technology: Cost-Savings Demand: Leadership Impact Dashboard SM … Not an exhaustive list…

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. 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. 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

8. Pulse Project

9. Metric Definition

10. Investment Metrics

11. Social Impact Measurements: Considerations/Issues for ZeroDivide Process and Impact Outcomes Individual, Organization, Community Outcomes Aggregating Results The Data Balancing Act Fear of Failure Social Return on Investment

13. Change Agent Productions Budget v. Actual Year 1 v. Year 2

14. SROI: Change Agent Productions

15. A coached process and 10-step tool for learning how to measure impact using SROI methodology

16. First steps are same as pretty much all impact measurement techniques

17. Impact differentiates between “what happened,” and “what would have happened anyway”

18. Scenario planning Value can be projected over time and modeled by entering different assumptions

19. Report is automatically generated Report includes an Impact Map that details underlying assumptions

20. Manage What Matters The tactics of measurement should increase your ability to advance your mission. Evidence of your impact should be an artifact of doing your job.

21. Family Service Agency

23. The Context We must declare what is valuable. We must overcome … An inability to connect capital to outcomes Market structures that discourage a free and open flow of data Poverty Climate Change Disease Education ... Disaster Relief

24. Transactional and Competitive Transactions Outputs Accountability Efficiency Social and Collaborative Ideas Outcomes Social Change Efficacy Two Markets Data and Measurement

25. Social Impact Data The old way… Grant / Invest Accountability Scale Social Change Reputation Fundraise / Sell Perform Improve / Iterate Social Change Reputation “ The Market” Value Realization Funder / Investor Social Actor / Entrepreneur Research / Public Benefit

26. With rigor and comparability, social impact data will become a currency.

27. Resources McKinsey “Learning for Social Impact” report Tools & Resources for Social Impact (TRASI) (database of 150 social impact measurement tools) FSG Finance “Breakthroughs in Shared Measurement & Impact” Zero Divide Case SROI Case Study Impact Reporting & Investment Standards (IRIS) Pulse Social eValuator Salesforce Foundation SVT Group ZeroDivide

28. Contact info Laura Efurd - [email_address] ; (415)773-0388 www.ZeroDivide.org Sara Olsen - [email_address] ; twitter smolsen or svtgroup ; www.svtgroup.net Steve Wright - [email_address] ; (510) 282-4739 www.salesforcefoundation.org Paul Lamb – [email_address] ; (510) 815-6091 www.manonamission.biz