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Why Measure Social Impact?
7 November, 2017
Presentation for The State Library of NSW
Lena Etuk, CSI Senior Research Officer
2
AGENDA
Introduction to the Centre for Social Impact
Key Terms
Why measure social impact?
What to consider for your journey into outcomes and
impact measurement
3
THE CENTRE FOR SOCIAL IMPACT
Our purpose is to catalyse positive social change.
We do this by engaging and working with people, communities, and
organisations to grow their capabilities through research, education, and
leadership development.
4
AGENDA
Introduction to the Centre for Social Impact
Key Terms
Why measure social impact?
What to consider for your journey into outcomes and
impact measurement
5
SOME FREQUENTLY USED WORDS AND PHRASES
• Logic Models
• Inputs
• Outputs
• Outcomes
• Impact
• Impact assessment
• Outcome measurement
• Evaluation
• Monitoring
6
LOGIC MODEL
Inputs
Provided
resources for
an
intervention;
e.g. budget for
education
Activities
E.g.,
construction
of schools
or hiring
additional
teachers
Outputs
Technical
results of an
intervention;
e.g. number
of new
schools
Outcomes
Direct effects
of an
intervention;
increase of
school
enrolment
Impact
Wider effects;
e.g.
contribution
to poverty
reduction
because of
improved
educational
outcomes
Your Planned Work Your Intended Results
If…then… If…then… If…then… If…then…
7
OUTPUTS
The direct products of program activities and may include types, levels and targets of services to be
delivered. (Kellogg, 2004)
• Size and/or scope of the services and products delivered or produced
• Number of services or products delivered
• Participation rates
• Hours of service provided
For example:
• Increased community access and participation in health promotion and primary care services
• Evaluation and measurement program in place
• # of workshops attended
8
OUTCOMES
Can be both the expected or unexpected effects of a program, initiative or activity.
Outcomes
• Knowledge
• Attitudes
• Values
• Behaviours
• Conditions
Different
stakeholders
• Clients
• Families
• Communities
• Funders
• Government
• Society
• Environment
Positive
Negative
Can be…
Short-term Medium-term Long-term
Occur at different
times
9
Activity: Which of these are outputs and which are outcomes?
Outputs Outcomes
Number of audits completed
25 people attend awareness workshop
Visits to community centre / service provider
100 people access information line
Reduced social isolation
Improvement in family life & well-being
Increased level of confidence
20% improvement on knowledge scale
OUTPUTS VS. OUTCOMES
10
SOCIAL IMPACT
Not clearly or consistently defined:
• Value created (Mulgan,2010)
• The broad or long-term effects of a project or organisation’s outputs, outcomes, and
activities. (New Philanthropy Capital, 2011)
• The portion of an outcome change that can be attributed uniquely to a program, that is,
with the influence of other sources controlled or removed. (Rossi, Lipsey and Freeman,
2004: 431)
• Positive and negative, primary and secondary long-term effects produced by a
development intervention, directly or indirectly, intended or unintended. (OECD, 2010:25)
11
• Involves identifying how desired outcomes should be measured
• And involves collecting outcomes data
• Largely quantitative in nature
• Measures the prevalence of goal attributes among beneficiaries
Domains
Outcomes
Indicators
Measures
“75% of our program
participants are currently
satisfied with their health”
“On average, our program
participants had a moderate
level of knowledge about
financial products, now they
have a high level”
OUTCOMES MEASUREMENT
12
“The systematic and objective assessment of an on-going or completed project, programme
or policy, its design, implementation and results.”
(OECD Development Assistance Committee, 2010:21)
• Process Evaluation // Outcome Evaluation // Impact Assessment
• Formative Evaluation // Summative Evaluation
Evaluation is a process rather than a specific method or approach.
Monitoring vs Evaluation
• Monitoring is on-going collection of data
• Evaluation is analysis of data to inform judgement
EVALUATION
13
QUESTIONS ABOUT TERMS?
14
AGENDA
Introduction to the Centre for Social Impact
Key Terms
Why measure social impact?
What to consider for your journey into outcomes and
impact measurement
15
WHY MEASURE OUTCOMES & IMPACT?
We need to measure to understand if we are making
a difference.
• Are people really any better off?
• Are people more resilient, included and
connected?
• Have our actions had any impact?
Counting numbers of people and amount of activity
alone aren’t perfect indicators of results.
Why else might we measure
outcomes and impact?
16
WHY MEASURE OUTCOMES & IMPACT?
Other benefits:
• Learning, development
• Communicating and branding
• Accountability and compliance
• Increased efficiency
• Organisational sustainability
Before we invest
millions, maybe we
should test it and see if
it works
17
THE OTHER FACTORS THAT MAY MOTIVATE US
• Performance management & improvement
• Competitive market: informed consumers, facilitated choice
• Enable meaningful comparisons between programs & orgs
18
WHY IS IT IMPORTANT?
A consistent approach to measuring outcomes and impact will help to:
• Clarify outcomes and results
• Inform decision making
• Help to work with others to address ‘wicked’ problems
19
QUESTIONS ABOUT WHY WE SHOULD MEASURE IMPACT?
20
AGENDA
Introduction to the Centre for Social Impact
Key Terms
Why measure social impact?
What to consider for your journey into outcomes and
impact measurement
21
THE OUTCOME & IMPACT MEASUREMENT CYCLE
1. Understanding
2. Program
Model
3. Outcome
Measurement
Framework
4. Data
collection plan
5. Analysis and
communication
plan
6. Implementation
Plan
Implementation
w/continual
monitoring &
review
22
UNDERSTANDING PHASE
• Clarify the measurement needs of the organisation or
program
– Information, evidence, questions
– Reflect on the role of context
• Consider existing external and internal systems,
frameworks, and reporting requirements
• Consider who needs to be involved in measurement, and
when
1. Understanding
2. Program Model
3. Outcome
Measurement
Framework
4. Data collection
plan
5. Analysis and
communication plan
6. Implementation
Plan
Implementation
w/continual
monitoring & review
23
PROGRAM MODEL PHASE
• Clarify the rationale for the program, and
assumptions
– Theory of Change
• Articulate your 3 Ps:
– Purpose
– Process
– Progress
• Create a Logic Model (inputs, activities,
outputs, outcomes, impact)
1. Understanding
2. Program
Model
3. Outcome
Measurement
Framework
4. Data collection
plan
5. Analysis and
communication plan
6. Implementation
Plan
Implementation
w/continual
monitoring & review
Progress:
to what extent have
we achieved our
purpose/made a
difference?
Process:
how are we
going to
achieve it?
Purpose:
what are we
trying to
achieve?
24
OUTCOME FRAMEWORK PHASE
• Clarify what the outcomes and impacts in your Logic
Model really mean
• Identify and select good indicators
– Measurable markers that demonstrate an outcome
• Identify and select valid measures
– The direct instruments that ascertain the existence of
something
1. Understanding
2. Program Model
3. Outcome
Measurement
Framework
4. Data collection
plan
5. Analysis and
communication plan
6. Implementation
Plan
Implementation
w/continual
monitoring & review
25
DATA COLLECTION PLAN PHASE
• Only plan to collect what you will use
• Choose your data collection methods
– Outcomes can be measured in a variety of ways,
particularly when measured in the context of outcomes
evaluation
– Most common:
• Questionnaires or surveys designed in house
• Interviews
• Case studies
1. Understanding
2. Program Model
3. Outcome
Measurement
Framework
4. Data
collection
plan
5. Analysis and
communication plan
6. Implementation
Plan
Implementation
w/continual
monitoring & review
26
ANALYSIS & COMMUNICATION PLAN PHASE
• Establish how to approach the analysis of data
• Identify appropriate channels for communication and
engagement
1. Understanding
2. Program Model
3. Outcome
Measurement
Framework
4. Data
collection plan
5. Analysis and
communication
plan
6. Implementation
Plan
Implementation
w/continual
monitoring & review
27
IMPLEMENTATION PLAN PHASE
• A plan for how your organisation will roll-out outcome and
impact measurement
– Pilot vs. across whole organisation
– Capacity-building among existing staff vs. hiring new
staff w/expertise vs. procuring consultants
– Any work needed to improve the measurement or
learning culture of the organisation
1. Understanding
2. Program Model
3. Outcome
Measurement
Framework
4. Data collection
plan
5. Analysis and
communication plan
6.
Implementation
Plan
Implementation
w/continual
monitoring & review
28
IMPLEMENTATION PHASE
• Measure the outcomes and impacts
• Communicate findings
• Adjust measurement activities, if needed
1. Understanding
2. Program Model
3. Outcome
Measurement
Framework
4. Data collection
plan
5. Analysis and
communication
plan
6. Implementation
Plan
Implementation
29
QUESTIONS ABOUT THE IMPACT MEASUREMENT JOURNEY?
30
REFLECTION QUESTIONS
• Are the expectations for outcome measurement understood? Internal and external
• Do your organisations support failure and learning? Are supports and expectations in
place?
• What would it take to develop a common language and understanding of the key
terms for outcome measurement across your organisations?
• Where do you think your organisations are in regards to readiness for outcomes
measurement?
31
AMPLIFY SOCIAL IMPACT, A FUTURE RESOURCE FROM CSI
Tech platform to answer critical questions:
1. Where are social problems acute and
amongst which populations?
2. How do we know if we’re impacting the
problem?
3. Are our strategies and interventions
working and worthy of replication?
=
=
=
+ Social Progress Index
32
CONTACT DETAILS
Lena Etuk
Senior Research Officer
P +61 2 8936 0929
E l.etuk@unsw.edu.au
@CSIsocialimpact www.csi.edu.au

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Lena Etuk Why Measure Social Impact?

  • 1. Why Measure Social Impact? 7 November, 2017 Presentation for The State Library of NSW Lena Etuk, CSI Senior Research Officer
  • 2. 2 AGENDA Introduction to the Centre for Social Impact Key Terms Why measure social impact? What to consider for your journey into outcomes and impact measurement
  • 3. 3 THE CENTRE FOR SOCIAL IMPACT Our purpose is to catalyse positive social change. We do this by engaging and working with people, communities, and organisations to grow their capabilities through research, education, and leadership development.
  • 4. 4 AGENDA Introduction to the Centre for Social Impact Key Terms Why measure social impact? What to consider for your journey into outcomes and impact measurement
  • 5. 5 SOME FREQUENTLY USED WORDS AND PHRASES • Logic Models • Inputs • Outputs • Outcomes • Impact • Impact assessment • Outcome measurement • Evaluation • Monitoring
  • 6. 6 LOGIC MODEL Inputs Provided resources for an intervention; e.g. budget for education Activities E.g., construction of schools or hiring additional teachers Outputs Technical results of an intervention; e.g. number of new schools Outcomes Direct effects of an intervention; increase of school enrolment Impact Wider effects; e.g. contribution to poverty reduction because of improved educational outcomes Your Planned Work Your Intended Results If…then… If…then… If…then… If…then…
  • 7. 7 OUTPUTS The direct products of program activities and may include types, levels and targets of services to be delivered. (Kellogg, 2004) • Size and/or scope of the services and products delivered or produced • Number of services or products delivered • Participation rates • Hours of service provided For example: • Increased community access and participation in health promotion and primary care services • Evaluation and measurement program in place • # of workshops attended
  • 8. 8 OUTCOMES Can be both the expected or unexpected effects of a program, initiative or activity. Outcomes • Knowledge • Attitudes • Values • Behaviours • Conditions Different stakeholders • Clients • Families • Communities • Funders • Government • Society • Environment Positive Negative Can be… Short-term Medium-term Long-term Occur at different times
  • 9. 9 Activity: Which of these are outputs and which are outcomes? Outputs Outcomes Number of audits completed 25 people attend awareness workshop Visits to community centre / service provider 100 people access information line Reduced social isolation Improvement in family life & well-being Increased level of confidence 20% improvement on knowledge scale OUTPUTS VS. OUTCOMES
  • 10. 10 SOCIAL IMPACT Not clearly or consistently defined: • Value created (Mulgan,2010) • The broad or long-term effects of a project or organisation’s outputs, outcomes, and activities. (New Philanthropy Capital, 2011) • The portion of an outcome change that can be attributed uniquely to a program, that is, with the influence of other sources controlled or removed. (Rossi, Lipsey and Freeman, 2004: 431) • Positive and negative, primary and secondary long-term effects produced by a development intervention, directly or indirectly, intended or unintended. (OECD, 2010:25)
  • 11. 11 • Involves identifying how desired outcomes should be measured • And involves collecting outcomes data • Largely quantitative in nature • Measures the prevalence of goal attributes among beneficiaries Domains Outcomes Indicators Measures “75% of our program participants are currently satisfied with their health” “On average, our program participants had a moderate level of knowledge about financial products, now they have a high level” OUTCOMES MEASUREMENT
  • 12. 12 “The systematic and objective assessment of an on-going or completed project, programme or policy, its design, implementation and results.” (OECD Development Assistance Committee, 2010:21) • Process Evaluation // Outcome Evaluation // Impact Assessment • Formative Evaluation // Summative Evaluation Evaluation is a process rather than a specific method or approach. Monitoring vs Evaluation • Monitoring is on-going collection of data • Evaluation is analysis of data to inform judgement EVALUATION
  • 14. 14 AGENDA Introduction to the Centre for Social Impact Key Terms Why measure social impact? What to consider for your journey into outcomes and impact measurement
  • 15. 15 WHY MEASURE OUTCOMES & IMPACT? We need to measure to understand if we are making a difference. • Are people really any better off? • Are people more resilient, included and connected? • Have our actions had any impact? Counting numbers of people and amount of activity alone aren’t perfect indicators of results. Why else might we measure outcomes and impact?
  • 16. 16 WHY MEASURE OUTCOMES & IMPACT? Other benefits: • Learning, development • Communicating and branding • Accountability and compliance • Increased efficiency • Organisational sustainability Before we invest millions, maybe we should test it and see if it works
  • 17. 17 THE OTHER FACTORS THAT MAY MOTIVATE US • Performance management & improvement • Competitive market: informed consumers, facilitated choice • Enable meaningful comparisons between programs & orgs
  • 18. 18 WHY IS IT IMPORTANT? A consistent approach to measuring outcomes and impact will help to: • Clarify outcomes and results • Inform decision making • Help to work with others to address ‘wicked’ problems
  • 19. 19 QUESTIONS ABOUT WHY WE SHOULD MEASURE IMPACT?
  • 20. 20 AGENDA Introduction to the Centre for Social Impact Key Terms Why measure social impact? What to consider for your journey into outcomes and impact measurement
  • 21. 21 THE OUTCOME & IMPACT MEASUREMENT CYCLE 1. Understanding 2. Program Model 3. Outcome Measurement Framework 4. Data collection plan 5. Analysis and communication plan 6. Implementation Plan Implementation w/continual monitoring & review
  • 22. 22 UNDERSTANDING PHASE • Clarify the measurement needs of the organisation or program – Information, evidence, questions – Reflect on the role of context • Consider existing external and internal systems, frameworks, and reporting requirements • Consider who needs to be involved in measurement, and when 1. Understanding 2. Program Model 3. Outcome Measurement Framework 4. Data collection plan 5. Analysis and communication plan 6. Implementation Plan Implementation w/continual monitoring & review
  • 23. 23 PROGRAM MODEL PHASE • Clarify the rationale for the program, and assumptions – Theory of Change • Articulate your 3 Ps: – Purpose – Process – Progress • Create a Logic Model (inputs, activities, outputs, outcomes, impact) 1. Understanding 2. Program Model 3. Outcome Measurement Framework 4. Data collection plan 5. Analysis and communication plan 6. Implementation Plan Implementation w/continual monitoring & review Progress: to what extent have we achieved our purpose/made a difference? Process: how are we going to achieve it? Purpose: what are we trying to achieve?
  • 24. 24 OUTCOME FRAMEWORK PHASE • Clarify what the outcomes and impacts in your Logic Model really mean • Identify and select good indicators – Measurable markers that demonstrate an outcome • Identify and select valid measures – The direct instruments that ascertain the existence of something 1. Understanding 2. Program Model 3. Outcome Measurement Framework 4. Data collection plan 5. Analysis and communication plan 6. Implementation Plan Implementation w/continual monitoring & review
  • 25. 25 DATA COLLECTION PLAN PHASE • Only plan to collect what you will use • Choose your data collection methods – Outcomes can be measured in a variety of ways, particularly when measured in the context of outcomes evaluation – Most common: • Questionnaires or surveys designed in house • Interviews • Case studies 1. Understanding 2. Program Model 3. Outcome Measurement Framework 4. Data collection plan 5. Analysis and communication plan 6. Implementation Plan Implementation w/continual monitoring & review
  • 26. 26 ANALYSIS & COMMUNICATION PLAN PHASE • Establish how to approach the analysis of data • Identify appropriate channels for communication and engagement 1. Understanding 2. Program Model 3. Outcome Measurement Framework 4. Data collection plan 5. Analysis and communication plan 6. Implementation Plan Implementation w/continual monitoring & review
  • 27. 27 IMPLEMENTATION PLAN PHASE • A plan for how your organisation will roll-out outcome and impact measurement – Pilot vs. across whole organisation – Capacity-building among existing staff vs. hiring new staff w/expertise vs. procuring consultants – Any work needed to improve the measurement or learning culture of the organisation 1. Understanding 2. Program Model 3. Outcome Measurement Framework 4. Data collection plan 5. Analysis and communication plan 6. Implementation Plan Implementation w/continual monitoring & review
  • 28. 28 IMPLEMENTATION PHASE • Measure the outcomes and impacts • Communicate findings • Adjust measurement activities, if needed 1. Understanding 2. Program Model 3. Outcome Measurement Framework 4. Data collection plan 5. Analysis and communication plan 6. Implementation Plan Implementation
  • 29. 29 QUESTIONS ABOUT THE IMPACT MEASUREMENT JOURNEY?
  • 30. 30 REFLECTION QUESTIONS • Are the expectations for outcome measurement understood? Internal and external • Do your organisations support failure and learning? Are supports and expectations in place? • What would it take to develop a common language and understanding of the key terms for outcome measurement across your organisations? • Where do you think your organisations are in regards to readiness for outcomes measurement?
  • 31. 31 AMPLIFY SOCIAL IMPACT, A FUTURE RESOURCE FROM CSI Tech platform to answer critical questions: 1. Where are social problems acute and amongst which populations? 2. How do we know if we’re impacting the problem? 3. Are our strategies and interventions working and worthy of replication? = = = + Social Progress Index
  • 32. 32 CONTACT DETAILS Lena Etuk Senior Research Officer P +61 2 8936 0929 E l.etuk@unsw.edu.au @CSIsocialimpact www.csi.edu.au