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Income & Outcomes: Innovative Data Management, Metrics, and Models for Social Enterprise Social Enterprise Alliance Summit April 29, 2010
Making Impact Valuable to Practitioners ,[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],Burgeoning Landscape  Global SROI Network SROI Lite SROI Toolkit SROI Calculator Technology: Cost-Savings Demand: Leadership Impact Dashboard SM … Not an exhaustive list…
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
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
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
 
Pulse Project
Metric Definition
Investment Metrics
Social Impact Measurements:  Considerations/Issues for ZeroDivide ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
 
Change Agent Productions Budget v. Actual Year 1 v. Year 2
SROI: Change Agent Productions
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Scenario planning ,[object Object]
Report is automatically generated ,[object Object]
Manage What Matters ,[object Object],[object Object]
Family Service Agency
 
The Context We must declare what is valuable. ,[object Object],[object Object],[object Object],Poverty Climate Change Disease Education    ... Disaster Relief
Transactional and Competitive ,[object Object],[object Object],[object Object],[object Object],Social and Collaborative ,[object Object],[object Object],[object Object],[object Object],Two Markets Data and Measurement
Social Impact Data  The old way… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Funder / Investor Social Actor / Entrepreneur Research /  Public Benefit
With rigor and comparability, social impact data will become a currency.
Resources ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Contact info ,[object Object],[object Object],[object Object],[object Object]

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SEA Measurements

  • 1. Income & Outcomes: Innovative Data Management, Metrics, and Models for Social Enterprise Social Enterprise Alliance Summit April 29, 2010
  • 2.
  • 3.
  • 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
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  • 13. Change Agent Productions Budget v. Actual Year 1 v. Year 2
  • 14. SROI: Change Agent Productions
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  • 26. With rigor and comparability, social impact data will become a currency.
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Notas do Editor

  1. 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.
  2. This doesn’t exist yet-- you guys are the first to see the version 2.0 Infinite customizability Facilitated through internet and practitioner networks
  3. High degree of customizability [not infinite as thay would imply that there is zero comparability or replicability] Facilitated through internet and practitioner networks
  4. High degree of customizability [not infinite as thay would imply that there is zero comparability or replicability] Facilitated through internet and practitioner networks