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SOPACT ACADEMY · AI SKILLS

How Do You Build a Results Framework?

Describe your program and Sopact Sense maps the results framework — strategic objective to intermediate results to sub-IRs — grading each with its baseline indicator and flagging the results that don't ladder up.

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.ic{display:inline-flex;width:34px;height:34px;align-items:center;justify-content:center;background:#14295C;border:1px solid #26407A;border-radius:9px;color:#7FA8FF;font-size:16px;flex-shrink:0} .lp .rt{flex:1;min-width:0} .lp .rt .n{font-size:13px;font-weight:800;color:#F1F5FF} .lp .rt .s{font-size:11.5px;color:#9DB2D9} .lp .open{font-size:11px;font-weight:800;color:#0A1B3D;background:#7FA8FF;padding:6px 11px;border-radius:7px;white-space:nowrap} </style> </head> <body> <div class="card"> <div class="hdr"> <span class="ic">&#128200;</span> <div class="t"> <div class="n">Vista Workforce Collaborative · Results Framework</div> <div class="s">DEMO-01 · Sopact Sense · Framework Builder</div> </div> <span class="pill"><span class="d"></span>Building</span> </div> <div class="tabs" id="tabs"></div> <div class="divider"></div> <div class="body" id="body"></div> <div class="promptwrap"> <div class="promptlbl">The prompt behind this step</div> <div class="prompt"><span 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Here is my program description: [PASTE PROGRAM DESCRIPTION]. Use only what it states; mark anything you infer as [INFERRED]. Wait for my task."}, {"eyebrow": "Step 2 · Map the results framework", "headline": "Strategic Objective down to Sub-IRs", "lede": "Every level is graded <strong style=\"color:#15884F\">green</strong>, <strong style=\"color:#C9820A\">amber</strong>, <strong style=\"color:#C63E2B\">red</strong> — results that don't ladder up and missing baselines get flagged.", "prompt": "Map a Results Framework for [PROGRAM]: one Strategic Objective, 3–5 Intermediate Results, and Sub-IRs, each with a baseline / target indicator. Flag any result that doesn't ladder up and any missing baseline. Use only what the program states; mark anything inferred [INFERRED]. 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Academy / Measurement & reporting / Deep dive

How Do You Build a Results Framework?

Describe your program and Sopact Sense maps the results framework — strategic objective to intermediate results to sub-IRs — grading each with its baseline indicator and flagging the results that don't ladder up.

In short: One prompt now builds a funder-ready results framework from nothing but what a program publicly states. It names the decision the reader must make, arranges the program as a hierarchy — one Strategic Objective, a handful of Intermediate Results, Sub-IRs beneath them — grades every result by evidence, flags the results that don't ladder up and the indicators with no baseline, and ends with a prioritized plan. Below, we run it on a real public page and walk through what each part of the prompt produces.

What is a results framework, and who asks for one?

A results framework is the hierarchy USAID and similar funders ask for: it shows how a program's lower-level results add up to its top aim — one Strategic Objective, several Intermediate Results that must each occur to reach it, and Sub-IRs beneath those, every level carrying a baseline-and-target indicator. Most results frameworks fail two ways: a result that doesn't ladder up to anything above it, or an indicator with a target but no baseline to judge it against.

The prompt below turns that logic into a complete audit. It reads only what your program states publicly, grades every result Green, Amber, or Red, flags the orphans and the missing baselines, and tells you the one result to fix this quarter. We ran it on The Lantern Network's public mentoring-program page — the sections that follow show the prompt for each part, then what came back.

1 · Name the decision, then run one prompt

Every grade depends on who is reading. A board sees "87% placed" as a headline; a renewing funder asks what evidence sits behind each result, and whether every result actually rolls up to the objective. So the prompt's first instruction is a decision frame: before building anything, state in one line who would use this results framework and for what decision. For Lantern, that came back as a corporate sponsor deciding whether to renew its grant. Every judgment below is made from that reader's chair.

Here is the full prompt. Paste it whole, swap in your program name and source, and Sense produces all four parts in one pass:

Build a Results Framework for [PROGRAM NAME] using only what the program publicly states at [SOURCE — URL or pasted program description]. Before building, state in one line who would use this framework and for what decision — then make every judgment from that reader's perspective. PART 1 — Map the hierarchy: one Strategic Objective, 3–5 Intermediate Results that must each occur to reach it, and the Sub-IRs beneath them. Give every level a baseline-and-target indicator. Flag any result that doesn't ladder up to the level above, and any indicator with no baseline. Color every element: GREEN = specific AND evidenced, with a baseline; AMBER = stated but vague, or a target with no baseline; RED = missing, doesn't ladder up, or exists only as [INFERRED]. Tag anything not explicitly stated as [INFERRED]. Include a legend, program name, source URL, and date. PART 2 — One row per result: Result | Level (SO / IR / Sub-IR) | Grade | Baseline & Target (or "none") | one measurable indicator that would test it, phrased so the program could actually collect it (who is measured, what changes, by when). PART 3 — List every orphan result and every AMBER and RED element, ranked by how much the framework depends on it. For each: why it is weak in one sentence, what claim collapses if it fails, and whether the fix is a program-design problem or a measurement gap. PART 4 — The top 3–5 fixes, in priority order for the decision named above. For each: current language (or "missing") → proposed rewrite, plus the single data collection step that would move it toward green. CLOSING SUMMARY — 3–4 sentences: overall strength of the results logic, the weakest link a skeptical funder would attack first, and the one action to take this quarter. RULES — Source fidelity is absolute: never invent program content; if the source does not say it, mark it RED or [INFERRED]. Every green grade must be traceable to specific source language.

Example source: https://www.lanternnetwork.org/mentoring-program. The rules do the heavy lifting — no invented content, every green traceable to a quote and a baseline. The hierarchy is the claim; the table in Part 2 is its evidence trail.

2 · Part 1 — the results hierarchy

Map the hierarchy: one Strategic Objective, 3–5 Intermediate Results, and Sub-IRs beneath them, each with a baseline-and-target indicator. Flag any result that doesn't ladder up and any indicator with no baseline. Color every element green, amber, or red. Tag anything not explicitly stated as [INFERRED]. Include a legend, program name, source URL, and date.

Two disciplines make this different from a wish-list of outcomes. First, every result must ladder up: each Sub-IR rolls into an IR, each IR into the objective — anything that doesn't connect is flagged as an orphan. Second, no result is judged without a baseline: a target with nothing to measure against earns an amber at best. For Lantern, the pattern was immediate — the employment IR is concrete and baselined (288 mentees, 251 internships, 87% placed) while the sustained-outcome results past placement rest on three testimonials with no baseline at all.

The rubric is strict on purpose. Green means specific, evidenced, and baselined ("87% secured internships, jobs, or promotions"). Amber means stated but vague, or a target with no baseline. Red means missing, doesn't ladder up, or exists only as [INFERRED].

GRADE: green | employment IR | 87% placed, 251 internships — baselined, ladders up; amber | confidence sub-IR | claimed in three stories, no baseline; red | sustained-outcome IR | no baseline, and an orphan sub-IR that doesn't ladder up

3 · Part 2 — the indicator & baseline table

For every result, produce one row: Result | Level (SO / IR / Sub-IR) | Grade | Baseline & Target (or "none") | one measurable indicator that would test it, phrased so the program could actually collect it — who is measured, what changes, by when.

This table is the evidence trail behind the hierarchy — one row per result, so nothing in the ladder floats free of a baseline. The indicator column is the practical payoff: each is phrased so the program could actually collect it. For Lantern's weakest result — the sustained-outcome IR — the baseline column reads "none: no follow-up past first placement," and the indicator that would fix it is "share of placed mentees still employed at 12 and 24 months, same mentees tracked by ID." That's not a critique; it's a work order.

4 · Part 3 — the weak-link diagnosis

List every orphan result and every amber and red element, ranked by how much the framework depends on it. For each: (a) why it is weak in one sentence, (b) what claim collapses if it fails, (c) whether the fix is a program-design problem or a measurement gap — these require different responses.

The ranking is by dependence, not level — the question is which weakness takes the most down with it. Lantern's number one wasn't its red impact claims; it was the missing baseline under the sustained-outcome IR: with no follow-up past placement, the whole top of the ladder rests on the 87% number alone. An orphan sub-IR — ongoing alumni support that connects to no IR — came second.

The design-versus-measurement tag matters just as much. A measurement gap means the result plausibly holds but has never been baselined — the fix is data collection. A design problem means a result genuinely connects to nothing — the fix is re-linking or removing it. Lantern's diagnosis came back mostly measurement gaps, plus one orphan to re-link.

5 · Part 4 — the improvement plan

Give the top 3–5 fixes, in priority order for the decision named above. For each: show the current language (or "missing") → a proposed rewrite, plus the single data collection step that would move it toward green.

Each fix is a before-and-after pair. Lantern's first: the sustained-outcome IR, currently a target with "no baseline," gets a stated baseline and target — "X% of placed mentees still employed at 12 months" — fed by a single data step: a short follow-up survey against a persistent participant ID. Fixes two through five follow the same shape: re-link the orphan alumni sub-IR to the employment IR, baseline the confidence sub-IR, and publish the denominator behind the 87%.

6 · The closing summary — one action this quarter

Close with 3–4 sentences: the overall strength of the results logic, the weakest link a skeptical funder would attack first, and the one action to take this quarter.

The summary is the executive read. Lantern's verdict: the framework is strong at its employment IR and unproven above it — the objective and its sustained-outcome results carry targets with no baselines, and one sub-IR ladders up to nothing. The one action this quarter: baseline the sustained-employment result with a 12-month follow-up against a persistent participant ID, so next year's renewal case rests on tracked results rather than three stories.

Take the prompt with you. The full prompt pack — the master prompt plus each part as a standalone prompt you can run separately — is available to download: Download the Results Framework prompt pack.

Tricks, tips, and troubleshooting

Every result must ladder up. The defining test of a results framework is that each sub-IR rolls into an IR, and each IR into the objective. Ask Sense to flag any result that doesn't connect — an orphan result is the most common reason a framework reads as incoherent.

No baseline, no IR. An intermediate result with a target but no baseline can't be judged. Ask Sense which results are missing a baseline and to suggest one the program could realistically collect.

Turn one result green per cycle. Fix the reddest result with the one indicator Sense suggests, collect it next cycle, and re-run the framework.

Tighten your program page while you're here. Once Sense has graded the framework, ask it to bring your public claims in line with your evidence:

Based on the grades above, suggest edits to my program page so its claims match the evidence. Flag every sentence that overstates what we can show, and rewrite it to be accurate and specific.

The same prompt works for a Theory of Change, Logic Model, or Logframe — swap the framework name and keep the parts, rubric, and rules unchanged.

Frequently asked questions

What is a results framework in M&E?

A results framework is a hierarchy used in monitoring and evaluation that shows how a program's lower-level results add up to its top-level aim: one Strategic Objective, several Intermediate Results that must each occur to achieve it, and Sub-IRs beneath those — every level carrying a baseline-and-target indicator. It's favored by USAID and similar funders for showing the logic of “what leads to what.”

What's the difference between a results framework and a logframe?

A results framework shows the hierarchy of results — how sub-results ladder up to intermediate results and to the strategic objective. A logframe is a 4×4 matrix that adds indicators, means of verification, and assumptions for each level. The results framework answers “what leads to what”; the logframe adds “how we'll measure and what must hold true.” Many funders ask for both.

How do you build a results framework with AI?

Describe your program and ask the AI to map one strategic objective, three to five intermediate results, and their sub-IRs, each with a baseline-and-target indicator, then flag any result that doesn't ladder up and any missing baseline. In Sopact Sense this takes minutes and stays grounded only in what your program states, grading each element so the unlinked results and gaps are obvious.

Interactive explanation

Put this guide into practice.

Start with a decision your team needs to make. Decide what information belongs together, how you will check it, and who is responsible for acting.

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Start here
1
Turn the onboarding call into a reporting agreement, share one data dictionary, and write reports funders can compare and check.
For funders and the organizations they fund
Connect company context before collecting another return
Connect context
track-investees-impact-agreement-variance
Portfolio
Portfolio intelligence tools
1
Build a repeatable collect, review and improve cycle
Methodology — continuous, not annual
loop-methodology
Loop
The method
1
The continuous collect–analyze–improve cycle, adopted as an experiment: start with the step that already pays and add one data-collection step at a time.
Teams tired of rebuilding spreadsheets and forms who want a measurement system that compounds instead of resetting.
Agree the theory of change and core metrics on the onboarding call
Agree measures
onboard-portfolio-lock-impact-agreement-track-results
Portfolio
Portfolio intelligence tools
2
Test whether an AI-assisted result is repeatable and correct
Reliability — test repeatability and accuracy
loop-reliability
Loop
The method
2
Test repeatability and accuracy using versioned data, defined calculations, known-answer checks and human review of qualitative interpretation.
Teams that need to check recurring AI-assisted analysis before using it in decisions or reports.
Design an application process around the decision, not the form
Design an Application Process
how-to-design-an-application-process
Grant
Foundation
2
How to Structure Stakeholder Data: Four Common Patterns
Choose your record structure
which-shape-is-your-data
Feedback
Foundation
2
Map the people, observations and relationships your workflow needs before collecting data.
Turn the onboarding call into a reporting agreement
Turn the onboarding call into a reporting agreement
onboarding-call-to-reporting-agreement
Reporting
Agree together
2
How to build a theory of change, then show it as a logic model, logframe or results framework
How to build a theory of change, then show it as a logic model, logframe or results framework
how-to-build-a-theory-of-change
Reporting
Agree together
3
How to Build a Logic Model: Steps, Example and AI Prompt
Build a Logic Model You Can Use
how-to-build-a-logic-model
Reporting
Align
3
How do you onboard a grant or RFP program?
Onboard a Grant or RFP Program
how-to-onboard-a-grant-rfp-program
Grant
Foundation
3
Turn your theory of change into a data-collection plan
Turn a Theory of Change into a Data-Collection Workflow
theory-of-change-to-data-collection-workflow
Case
Foundation
3
Run quarterly collection around each company's dictionary
Collect quarterly
collect-investee-reporting-without-burden
Portfolio
Portfolio intelligence tools
3
Keep a clear trail from a finding to its evidence
Traceability & Transparency
loop-traceability
Loop
The method
3
Every figure links back to the exact response, note, or document it came from — a full audit trail from headline result to raw evidence.
Teams whose numbers get scrutinized — by funders, boards, auditors, or standards — and who need to answer where did this come from on the spot.
Build Context: What Your AI Needs to Know
Build context
build-organization-evidence-model
Feedback
Foundation
3
How to Change Survey Questions Without Losing Comparability
Change questions with a clear history
change-questions-without-breaking-the-record
Feedback
Control
3
Create a question-change log and decide how old and new versions should appear in reports.
Programme & MEL leads · Teams whose questionnaire has ossified · Anyone evaluating a platform where configuration is a purchased service
Five Dimensions of Impact: How to Review Your Evidence
Use the Five Dimensions to Test the Evidence
five-dimensions-of-impact
Reporting
Align
4
How do you design a grant rubric and eligibility rules?
Design Your Rubric & Eligibility Rules
grant-rubric-eligibility-rules
Grant
Foundation
4
Review impact and financial evidence before it reaches the dashboard
Review and approve
read-investee-reports-multi-signal
Portfolio
Portfolio intelligence tools
4
Adapt the learning cycle to your workflow
Flexibility — one method, four workflows
loop-flexibility
Loop
The method
4
The same collect–analyze–improve cycle, shaped to four kinds of impact work — case, grant, portfolio, and feedback — each shown end to end.
Anyone deciding where the Loop fits their work, who wants to see the full path from messy input to a report they can defend.
How to Collect Feedback Offline and Track the Same People Over Time
Collect offline and reconcile the batch
collect-feedback-offline
Feedback
Connect
4
Build a field protocol and reconcile a test batch across devices, visits and delayed uploads.
Field & multi-site programs · Low-connectivity contexts · Teams collecting in person
How Do You Design an Intake Form for a Baseline?
Design an Intake Form That Captures a Usable Baseline
intake-form-usable-baseline
Case
Nonprofit Track
5
Turn a proposed outcome into a reporting definition
Outcomes vs Outputs
frame-outcomes-over-outputs
Grant
Foundation
5
Plan and review your first workflow pilot
Plan and review your first workflow pilot
loop-guarantee
Loop
The method
5
How to Analyze Documents as Evidence: Sources, Context and Review
Read documents as traceable evidence
read-documents-as-evidence
Feedback
Connect
5
Create a document register and reviewed findings with source locations, context and explicit exceptions.
Check each partner report against the agreement
Check each partner report against the agreement
check-partner-reports-against-agreement
Reporting
Funder road
5
Combine compatible metrics and explain every portfolio total
Build rollups
portfolio-impact-rollups
Portfolio
Portfolio intelligence tools
5
How to Clean Open-Ended Survey Responses Without Losing Meaning
Clean responses and define the denominator
clean-open-ended-survey-responses
Feedback
Clean
6
Create a cleaning log, response-status table and reproducible report statement.
How to Review Participant Support Needs Mid-Program
Spot At-Risk Participants Mid-Program
spot-at-risk-participants-mid-program
Case
Nonprofit Track
6
How to Write a Nonprofit Grant Application: Template and Example
Grant Application for Nonprofits
grant-application-for-nonprofit-organizations
Grant
Foundation
6
Personalize quarterly donor and annual LP reports
Report with evidence
portfolio-lp-board-impact-report
Portfolio
Portfolio intelligence tools
6
How to Build a Funder Context Profile: Research to Reporting
Build a Sourced Funder Context Profile
build-funder-context-profile
Reporting
Align
6
Roll up and benchmark portfolio results
Roll up and benchmark portfolio results
roll-up-and-benchmark-portfolio-results
Reporting
Funder road
6
How Do You Measure Change at Exit?
Measure Change at Exit (Not Just Completion)
measure-change-at-exit
Case
Nonprofit Track
7
How do you collect applications clean at the source?
Collect Applications Clean at the Source
collect-applications-clean-at-source
Grant
Collect
7
Turn portfolio findings into action and test the next cycle
Act and improve
portfolio-risk-monitoring-alerts
Portfolio
Portfolio intelligence tools
7
How to Analyze Multilingual Feedback Without Losing Meaning
Analyze and review multilingual feedback
analyze-multilingual-feedback
Feedback
Clean
7
Build a language review sheet and test software on original responses, translations, codes and reporting bases.
Multi-country programs · Multilingual survey data · Global networks & chapters
How to Define Impact Metrics Your Team and Funder Can Use
Define Measures the Organization and Funder Can Both Use
define-impact-metrics-funders-want
Reporting
Align
7
Write the portfolio report for your board or donors
Write the portfolio report for your board or donors
write-the-portfolio-report
Reporting
Funder road
7
Survey Attrition: How to Track Missing Waves in Longitudinal Studies
Track missing waves and matched outcomes
survey-attrition-longitudinal-studies
Feedback
Read
8
Build a wave-status register, compare response groups and report paired change with coverage and limitations.
How to Use Mentor Notes to Review Participant Support
Use mentor notes for support review
mentor-notes-early-warning
Case
Nonprofit Track
8
How do you reduce applicant burden?
Reduce Applicant Burden
reduce-applicant-burden-auto-clarification
Grant
Collect
8
Impact Metric Definitions: A Practical Worksheet and Example
Give Every Number One Definition
one-definition-for-every-number
Reporting
Define
8
Map every funder's ask to one evidence base
Map every funder's ask to one evidence base
turn-reporting-requirements-into-evidence
Reporting
Funded partner road
8
How to Connect Quantitative and Qualitative Survey Data
Connect scores and comments
connect-quantitative-qualitative-survey-data
Feedback
Read
9
Build a linked analysis view and joint display, with clear groups, reporting bases and evidence limits.
How to Calculate SROI as New Evidence Arrives
Calculate SROI — Live, Sourced, and Honest
calculate-sroi-live
Case
Nonprofit Track
9
How to Collect Grantee Reports with Less Burden
Collect Grantee Reports Without Burden
collect-grantee-reporting-without-burden
Grant
Collect
9
Capture each funder's taste, and your own
Capture each funder's taste, and your own
capture-funder-taste
Reporting
Funded partner road
9
How to Analyze Pre, Mid and Post Survey Data
Analyze pre, mid and post surveys
analyze-pre-mid-post-survey-data
Feedback
Read
10
Build a matched pre/mid/post analysis, interpret score movement and retain clear rules for missing waves.
How to Report a Job-Training Program to Grant Funders
Turn a Cohort into a Funder Impact Report
job-training-grant-impact-report
Case
Nonprofit Track
10
How to Follow Up on Missing Grantee Data
Chase Missing Grantee Data
chase-missing-grantee-data
Grant
Collect
10
How to Collect Clean Data Inside Your Workflow
Collect Clean Evidence Inside the Workflow
collect-clean-data-at-the-source
Reporting
Embed
10
Write each funder's report with AI, then check it
Write each funder's report with AI, then check it
assistant-writes-the-funder-report
Reporting
Funded partner road
10
Draft from approved sources, check the claims, and save an accountable report version. Bring the brief from the previous lesson.
Program managers, grant leads and reporting teams
How to Analyze Longitudinal Survey Data
Analyze longitudinal survey data
analyze-longitudinal-survey-data
Feedback
Read
11
Build a continuing analysis record with clear time scales, observed trajectories and limits.
How to Turn a Job Description into a Requirements Checklist
Clarify employer requirements
job-description-requirements-checklist
Case
Social Enterprise Track
11
Review applications without reviewer bias: one rubric, read on arrival, people decide
Review Without Reviewer Bias
review-applications-without-reviewer-bias
Grant
Analyze
11
How to Keep Impact Reporting Numbers Consistent
Get Stable Results From Governed Data
same-numbers-every-time
Reporting
Read
11
Compare your results with outside data: live queries and public datasets
Compare your results with outside data: live queries and public datasets
compare-with-outside-data
Reporting
Toolkit
11
How do you analyze a batch of grant applications?
Analyze a Whole Round
how-to-analyze-a-batch-of-grant-applications
Grant
Analyze
12
How to Measure Outcome Duration and Drop-Off
Measure outcome duration and drop-off
measure-outcome-duration-drop-off
Feedback
Read
12
Build a dated outcome claim, distinguish missingness from outcome loss and test forecast assumptions.
How to Score Candidate–Role Matches with a Clear Rubric
Review candidate–role evidence
score-candidate-role-matches-without-bias
Case
Social Enterprise Track
12
Make every number in your report match its source
Make every number in your report match its source
where-every-number-came-from
Reporting
Toolkit
12
How to Report Job Placements to Impact Investors
Turn a Cohort into a Social-Enterprise Investor Report
job-placement-investor-impact-report
Case
Social Enterprise Track
13
How do you track reviewer conflicts of interest?
Track Reviewer Conflicts of Interest
track-conflicts-of-interest-audit
Grant
Analyze
13
How to Write a Donor Report: Format, Evidence and Example
Design a Report for a Real Funding Decision
donor-report-funders-trust
Reporting
Decide
13
Build a report brief and claim-and-evidence table before drafting. Explain delivery, outcomes, spending, limitations and next actions.
Program managers, grant leads and reporting teams
How to put a credible dollar value on your results
How to put a credible dollar value on your results
credible-dollar-value-on-impact
Reporting
Toolkit
13
Prepare a valuation brief. Decide what the evidence supports, what needs more work, and when an outcome account is enough.
Program, evaluation and investment teams considering social-value estimates
AI Data Access Controls: What Your Assistant May See
Control what the assistant can access
what-the-assistant-may-see
Feedback
Prove
13
Define task-specific access, test synthetic records and verify report-sharing boundaries.
How to calculate the SROI ratio, step by step: value map, financial proxies and adjustments
How to calculate the SROI ratio, step by step: value map, financial proxies and adjustments
how-to-calculate-the-sroi-ratio
Reporting
Toolkit
14
Build a reproducible SROI calculation, test its assumptions and explain the result in a reviewed report.
Evaluation and reporting teams reviewing an SROI calculation
How to Write an Evidence-Based Impact Narrative for a Funder Report
Write a cited impact narrative
impact-narrative-funder-report-cited
Feedback
Prove
14
Build and check a report paragraph using a claim-and-source table, appropriate quotations and clear limitations.
How Do You Read a Grantee Report?
Read a Grantee Report
read-grantee-report-multi-signal
Grant
Analyze
14
How Do You Compute Grantee Variance?
Compute Grantee Variance
how-to-compute-grantee-variance
Grant
Analyze
15
Keep a person’s history connected across programs and staff changes
Follow one person over time
one-person-followed-for-years
Feedback
Shapes
15
Build a participant record that preserves episodes, dates, versions and missingness across repeated collection.
How Do You Build an SROI Value Map?
Build an SROI Value Map
how-to-build-an-sroi-value-map
Reporting
Optional method
16
Build a first value map, keep missing evidence visible, and give each unresolved outcome a next action.
Evaluation, program and investment teams preparing an SROI analysis
How do you track budget, invoices and actual spend for a grant?
Track Budget vs Actual Spend
how-to-track-budget-invoices-actual-spend
Grant
Analyze
16
Multi-Rater Feedback: Connect Perspectives and Protect Context
Connect several perspectives on one person
several-people-describing-one-person
Feedback
Shapes
16
Design subject-rater relationships, reporting rules and a tested multi-perspective feedback record.
How Do You Pick a Financial Proxy for SROI?
Pick a Defensible Financial Proxy
how-to-pick-a-financial-proxy-for-sroi
Reporting
Optional method
17
Compare candidate valuation sources and document why one fits your outcome, stakeholder and reporting period.
Evaluation and reporting teams selecting financial proxies
How Do You Analyze Grantee Reporting Longitudinally?
Analyze Grantee Reporting Over Time
analyze-grantee-reporting-longitudinal
Grant
Analyze
17
Cross-Program Reporting: Combine Results Without Losing Meaning
Combine evidence across programs
many-programs-one-picture
Feedback
Shapes
17
Build a defensible cross-program result with comparable measures, correct denominators and documented exclusions.
How to read Form 990 for a grant review
Read a 990 for Compliance
how-to-read-a-990-for-compliance
Grant
Analyze
18
Pick One Question. Keep Every System You Have.
Run a member-network survey
member-network-survey
Feedback
Shapes
18
Design and test a member reporting cycle with continuing records, coverage checks and authorized results.
Ask your whole grant round anything (Assistant + MCP)
Ask Your Whole Grant Round Anything
ask-your-grant-round-anything
Grant
Analyze
19
How do you build a grant audit trail?
Build a Grant Audit Trail
grant-audit-compliance-trail
Grant
Communicate
20
How do you produce grant compliance and regulatory reports?
Produce Compliance Reports
grant-compliance-regulatory-reports
Grant
Communicate
21
How Do You Roll Grantees Into a Board Report?
Roll Grantees Into a Board Report
roll-grantees-funder-board-report
Grant
Communicate
22
How Do You Build Grant Dashboards and Maps?
Grant Dashboards & Maps
grant-dashboards-geographic-mapping
Grant
Communicate
23