A Guide to Effective Impact Assessment

Date

May 22, 2016

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Author: Martina Mettgenberg-Lemiere

Recognising the need to help organisations to assess impact, this guide takes the reader through how to structure their organizations approach to Impact Assessment (IA). The guide provides a jargon free overview of the most used IA reports, tools and is suitable for everyone, from novices to seasoned social funders from grant makers and venture philanthropists over impact investing fund managers, wealth management and CSR professionals to giving circles.

Report Highlights:

The guide builds on an understanding of common hurdles combined with in-depth knowledge of theory and practice of IA and then leads organizations in five parts through the IA process:

  • Get started – apply the Theory of Change and Logic Model
  • Dimensions of Impact Assessment – Time and budget requirements, standardisation versus customisation, qualitative and quantitative indicators, comparison and aggregation
  • Learn from existing frameworks – indicator selection and performance management
  • Implementation – convincing grantees, handling technology, interpreting results
  • Presentation – communicating results effectively

The guide includes key takeaways in each section and a 36 point checklist to lead organizations through developing, implementing and reporting Impact Assessments. It also includes further resources categorised into ‘overview reports’ for more information, ‘cases’ for specific examples and ‘tools or practical guidance’ for helping readers to act.

Features 13 organisations in one-page portraits covering design, implementation and presentation:

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