Measure of Success: Creating Tools and Process to Report Impact
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The document focuses on impact reporting for nonprofits, discussing the importance of tracking and evaluating both quantitative and qualitative data to demonstrate organizational effectiveness. It provides insights into setting SMART goals, various tools for data tracking, and strategies for sharing impact with stakeholders. Additionally, it includes examples of metrics, donor-specific messaging, and a checklist for effective impact reporting.
![SAMPLE CONTENT:
CHARITY WATER
How do we tackle the water crisis?
“We work with [how many?] local experts
and community members to find the best
sustainable solution in each place where
we work, whether it’s a well, a piped
system, a BioSand Filter, or a system for
harvesting rainwater.
With every water point we fund, our
[description?] partners coordinate
sanitation and hygiene training and
establish a local Water Committee to help
keep water flowing for years to come.”](https://image.slidesharecdn.com/measureofsuccessbloomeranghandout2021-211104180734/85/Measure-of-Success-Creating-Tools-and-Process-to-Report-Impact-15-320.jpg)
Measure of Success: Creating Tools and Process to Report Impact
- 1. Measure of Success: Creating Tools & Processes to Report Impact Funding For Good
- 2. Funding For Good Owner, Mandy Pearce Lead Consultant, Marie Palacios O | 704.614.8703 E | team@fundingforgood.org W | www.fundingforgood.org
- 3. TODAY’S TOPICS Impact Reporting- What it is and why it is important SMART Goals Segmenting Data Systems to Track and Evaluate Data Sharing Impact with Stakeholders
- 4. “Having a strong effect on someone or something”
- 5. Why is reporting impact so important?
- 7. How to know what to track? Donor Focused Internal Evaluations for Daily Operations Strategic Plan Driven for Capacity Building Community Engagement
- 8. SERVICE VS. ENGAGEMENT VS. IMPACT Service – Delivery of programs or goods (tangible or non- tangible). Engagement - Interaction or introduction of the organization’s mission Impact – The extended effect of programs delivered
- 10. Quantitative Data is a collection of hard facts that are numerical, can be counted/ordered, and help depicts the ‘big’ picture. Examples • Client services rendered (units) • Attendance records in programs • # of volunteers • # of volunteer hours contributed • # of miles driven • # of meals served • # of nights of lodging provided
- 11. Qualitative Data provides details/descriptions/depth Is NOT numerical Data cannot be counted/ordered Helps you see the “HUMAN” component Examples • Client experiences • Donor experiences/expectations • Volunteer incentives • Impressions, opinions, views of stakeholders • Increase in Knowledge • Change in Behavior • Achievement of Personal Goals
- 12. Data Tracking Options ▪ Excel ▪ Salesforce for Nonprofits ▪ SureImpact ▪ Microsoft Access ▪ Kaleidacare ▪ Sumac ▪ Google Forms/Docs/Sheets ▪ Trello ▪ Fluxx
- 14. “UNLESS someone like you cares a whole awful lot, nothing is going to get better. It’s not. “ – The Lorax SO WHAT???? 14
- 15. SAMPLE CONTENT: CHARITY WATER How do we tackle the water crisis? “We work with [how many?] local experts and community members to find the best sustainable solution in each place where we work, whether it’s a well, a piped system, a BioSand Filter, or a system for harvesting rainwater. With every water point we fund, our [description?] partners coordinate sanitation and hygiene training and establish a local Water Committee to help keep water flowing for years to come.”
- 16. SAMPLE CONTEXT CHARITY WATER Health “Diseases from dirty water kill more people every year than all forms of violence, including war. 43% of those deaths are children under five years old. Access to clean water and basic sanitation can save around 16,000 lives every week.”
- 18. Donor-Specific Messaging Past Impact = Assure Present Impact = Engage Future Impact = Inspire 18
- 19. Sample Metrics ▪ Total number of clients served ▪ Demographic data ▪ Major achievements ▪ Increase in capacity of your board, staff, programs, etc. ▪ Positive changes in the community
- 20. Where to share data ▪ Marketing materials ▪ Fundraising appeals ▪ Partnership agreements ▪ Grant proposals ▪ Annual “Impact / Generosity Report” ▪ Social Media ▪ Outreach/Awareness Campaigns ▪ Websites ▪ Strategic Plan
- 21. Capturing Impact: Brainstorming Exercise What do we do? Why is it important? Measurable impact?
- 24. Here’s Your Chance to…. By donating cash instead of food, we will S-T-R-E-T-C-H your contribution. Through Second Harvest Food Bank, we can turn a $5.92 donation into $219.04 and a $4.32 donation into $116.54! A donation of $5.92 allows us to purchase 37 jars of peanut butter. A donation of $4.32 allows us to purchase 27 boxes of cereal.
- 25. SAVE THEM ALL® GRANT APPLICATION Proposed projects MUST demonstrate a direct impact on saving lives and/or leading to a reduction in shelter deaths.
- 26. Examples Of Impact From Grants Spay/Neuter - $500 funds 5 spay surgeries. In our experience, a street dog has 2 litters of approximately 6 puppies 2x a year, which is 96 puppies over her lifetime. Thanks to this grant, 480 puppies will not be facing life on the street (and this number does not include the offspring of those puppies!). Filters for Families, proposes to improve the health of 500 Liberian families by installing a compact/portable water filter in each home. For only $50/filter, we can provide more than 250 gallons daily/ 912,500 gallons of safe drinking water per family over the 10-year lifespan of the filter. Last year, elementary students in the Opening Doors Program achieved an average increase of 10.53 points in reading skills and 8.35 points in math skills allowing them to graduate to the next grade level.
- 27. Tools For Sharing Impact Mission Moments- Storytelling Unique Factor Wow Factor Stats The Power of your Dollar Press Releases, Human Interest Stories, Radio Newsletters, Direct Mail, Generosity Reports
- 28. IMPACT TRACKING CHECKLIST ▪ Who are you reporting to? ▪ What are you reporting about? ▪ When does it have to be, tracked? ▪ Can you eliminate unnecessary data fields? ▪ Who is responsible for collecting data? ▪ What things might you need to track for future fundraising? ▪ How will data be evaluated? ▪ How will data be organized? ▪ How will data be converted into IMPACT reporting?
- 29. https://fundingforgood.org/training/webinar-series/nonprofit-leadership-development/ Learn how to build a positive culture of leadership to fulfill your mission. Our 2022 monthly webinar series is designed to help refocus, recharge, and redirect energy so you and your team can create even more impact. We’re covering everything nonprofit leadership: strategic planning, roles, board development, time management, and more.
- 30. Funding For Good Lead Consultant, Marie Palacios E | marie@fundingforgood.org W | www.fundingforgood.org Work with Marie Program Design | Template Creation Grant Writing | Board Development | Strategic Planning Set up a free strategy call with Marie: www.connectwithmarie.as.me/
- 31. Funding For Good Owner, Mandy Pearce E | mandy@fundingforgood.org W | www.fundingforgood.org Work with Mandy Development Coaching | Grant Writing | Budgeting | VIP Days | Business Coaching | Consultant Boot Camps | Strategic Planning