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Sopact Academy

The Loop

One continuous method for impact intelligence. Collect clean at the source, analyze the moment data arrives, and improve while you can still act. Reliable and traceable across case, grant, portfolio, connected data, and impact measurement.

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First course
The Loop
6 chapters, end to end
  1. 01The Loop: the method in one read
  2. 02Methodology: continuous, not annual
  3. 03Reliability: the same answer twice
  4. 04Traceability: every number to its source
  5. 05Flexibility: one method, four workflows
  6. 06The Guarantee: first workflow in two months
Sopact is the reading layer for impact measurement. Collect clean at the source, read every response on arrival, and act while it still matters — measurement as a weekly habit, not an annual project.
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The Loop
The Loop — the method in one read
the-loop
Loop
The method
0
One continuous method for reliable, traceable AI reporting across case, application, grant, and program workflows: collect clean, analyze on arrival, and improve in time.
Teams running cases, applications, grants, or programs that need AI-assisted reporting they can reproduce, trace to source evidence, and act on before the cycle ends.
What Is Case Intelligence?
What Is Case Intelligence?
what-is-case-intelligence
Case
Foundation
1
Treating everything a stakeholder touches — applications, surveys, notes, follow-ups — as one connected record, analyzed the moment it arrives, so you can prove whether their situation improved.
Workforce & training · Youth & mentoring · Case management · Scholarships · Accelerators · Education · Nonprofit programs
What Is Grant Intelligence?
What Is Grant Intelligence?
what-is-grant-intelligence
Grant
Foundation
1
Scoring every submission on arrival and reading every grantee report the moment it lands — across qual, quant, financial, and social — so risk surfaces mid-grant and compliance is a by-product.
Foundations & grantmakers · Accelerators · Scholarships & fellowships · Nonprofit programs
What Is Portfolio Intelligence?
What Is Portfolio Intelligence?
what-is-portfolio-intelligence
Portfolio
Strategy
1
Rolling impact up live from every investee's own record — comparable, blended, and honest about thin data — so an aggregate portfolio figure is defensible on any given day.
Impact funds & investors · Foundations · DFIs & blended-finance vehicles
What Is Connected Data Intelligence?
What Is Connected Data Intelligence?
connected-data-intelligence
Feedback
Map
1
Connect evidence across forms, spreadsheets, CRMs, documents, notes, sites, languages, and reporting periods so quant, qual, and longitudinal data can be used together.
Multi-site programs, membership and chapter networks, nonprofits, funders, and impact teams with evidence scattered across systems
What Is Embedded Impact Measurement?
What Is Embedded Impact Measurement?
embedded-impact-measurement
Reporting
Align
1
Build impact measurement into Case, Grant, Portfolio, and Connected Data workflows—aligning organization outcomes, funder context, definitions, evidence, and decisions.
Program, impact, grant, MEL, and portfolio teams that need measurement to support learning and funding decisions
The Loop Methodology
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.
How to Build a Theory of Change with AI: Prompts, Workflow & Examples
Build a Theory of Change That Survives Funder Questions
how-to-build-a-theory-of-change
Case
Foundation
2
How Do You Onboard a Portfolio and Track Results?
Onboard a Portfolio & Lock the Impact Agreement
onboard-portfolio-lock-impact-agreement-track-results
Portfolio
Data Dictionary
2
The Loop: Reliability
Reliability — the same answer twice
loop-reliability
Loop
The method
2
Determinism as a feature: the same question over the same data returns the same answer every run — the opposite of a generic AI chat that drifts.
Anyone who has watched a general AI tool give two different numbers for the same question and needs results they can stand behind.
How Do You Collect Feedback Offline and in the Field?
Collect Feedback Offline & in the Field
collect-feedback-offline
Feedback
Connect
2
Capturing stakeholder feedback where there's no connectivity and syncing each answer to one clean, identified record — so field and multi-site programs keep a single identity from intake to endline.
Field & multi-site programs · Low-connectivity contexts · Nonprofits collecting in person
How to Design a Fair Application and Selection Process
Design an Application Process
how-to-design-an-application-process
Grant
Foundation
2
How Do You Build an Organization Evidence Model?
Build the Organization Evidence Model
build-organization-evidence-model
Reporting
Align
2
How to Clean Open-Ended Survey Responses
Clean Open-Ended Responses at the Source
clean-open-ended-survey-responses
Feedback
Clean
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
Theory of Change to Data Collection: A Four-Step Workflow
Turn a Theory of Change into a Data-Collection Workflow
theory-of-change-to-data-collection-workflow
Case
Foundation
3
How Do You Map Portfolio Data to IRIS+, GRI, and ESRS?
One Data Dictionary & Standards Mapping (IRIS+ / GRI / ESRS / CSRD)
portfolio-data-dictionary-standards-mapping
Portfolio
Chapters
3
The Loop: Traceability & Transparency
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.
How Do You Build a Funder Context Profile?
Build a Sourced Funder Context Profile
build-funder-context-profile
Reporting
Align
3
How Do You Design a Grant Rubric and Eligibility Rules?
Design Your Rubric & Eligibility Rules
grant-rubric-eligibility-rules
Grant
Foundation
4
How Do You Frame Portfolio Outcomes Over Outputs?
Frame Outcomes Over Outputs at Portfolio Level
frame-outcomes-portfolio-level
Portfolio
Chapters
4
The Loop: Flexibility
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 Do You Analyze Multilingual Feedback?
Analyze Multilingual Feedback
analyze-multilingual-feedback
Feedback
Clean
4
Cleaning and theming multilingual open-ended feedback across languages on one record — every theme cited to the person's own words, with no manual translate-then-code step.
Multi-country programs · Multilingual survey data · Global networks & chapters
How Do You Define Measures the Organization and Funder Can Both Use?
Define Measures the Organization and Funder Can Both Use
define-impact-metrics-funders-want
Reporting
Align
4
How Do You Handle Attrition in Longitudinal Studies?
Survey Attrition — Who Dropped Off
survey-attrition-longitudinal-studies
Feedback
Read
5
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
What's the Difference Between Outcomes and Outputs?
Outcomes vs Outputs
frame-outcomes-over-outputs
Grant
Foundation
5
How Do You Do Pre-Investment Due Diligence?
Pre-Investment Due Diligence & Screening
pre-investment-due-diligence-screening
Portfolio
Chapters
5
How Do You Define an Impact Metric So Everyone Counts It the Same Way?
Give Every Number One Definition
one-definition-for-every-number
Reporting
Define
5
The Loop Guarantee
The Guarantee — first workflow in 2 months
loop-guarantee
Loop
The method
5
How to Analyze Pre and Post Survey Data
Analyze Pre / Mid / Post Data
analyze-pre-mid-post-survey-data
Feedback
Read
6
How Do You Spot At-Risk Participants 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
How Do You Collect Investee Reporting Without Burden?
Collect Standardized Reporting from Every Investee, Without Burden
collect-investee-reporting-without-burden
Portfolio
Chapters
6
How Do You Turn Reporting Requirements Into Evidence You Can Collect?
Turn Requirements Into Collectable Evidence
turn-reporting-requirements-into-evidence
Reporting
Define
6
How Do You Connect Quantitative and Qualitative Data?
Connect Quantitative & Qualitative Data
connect-quantitative-qualitative-survey-data
Feedback
Read
7
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
How Do You Chase Missing Investee Data?
Chase Missing Investee Data — Automatically
chase-missing-investee-data
Portfolio
Chapters
7
How Do You Collect Clean Evidence Inside the Workflow?
Collect Clean Evidence Inside the Workflow
collect-clean-data-at-the-source
Reporting
Embed
7
How Do You Analyze Longitudinal Survey Data?
Track One Person’s Change Across Years
analyze-longitudinal-survey-data
Feedback
Read
8
How to Catch At-Risk Participants Early with Mentor Notes
Catch At-Risk Participants Early with Mentor Notes
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
How Do You Analyze Investee Reports?
Read Investee Reports Across Qual + Quant + Financial + Social
read-investee-reports-multi-signal
Portfolio
Chapters
8
How Do You Get Stable Results From Governed Data?
Get Stable Results From Governed Data
same-numbers-every-time
Reporting
Read
8
How Long Do Program Outcomes Last?
Measure Drop-Off & Duration
measure-outcome-duration-drop-off
Feedback
Read
9
How Do You Calculate SROI Live?
Calculate SROI — Live, Sourced, and Honest
calculate-sroi-live
Case
Nonprofit Track
9
How Do You Collect Grantee Reports Without Burden?
Collect Grantee Reports Without Burden
collect-grantee-reporting-without-burden
Grant
Collect
9
How Do You Track Investees Against the Impact Agreement?
Track Investees Against the Impact Agreement (Variance)
track-investees-impact-agreement-variance
Portfolio
Chapters
9
How Do You Trace Every Result Back to Its Evidence?
Trace Every Result Back to Its Evidence
where-every-number-came-from
Reporting
Read
9
How Do You Write an Impact Narrative for a Funder?
Write a Cited Impact Narrative
impact-narrative-funder-report-cited
Feedback
Prove
10
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 Do You Chase Missing Grantee Data?
Chase Missing Grantee Data
chase-missing-grantee-data
Grant
Collect
10
How Do You Monitor Portfolio Risk in Real Time?
Portfolio Risk Monitoring & Early-Warning Alerts
portfolio-risk-monitoring-alerts
Portfolio
Chapters
10
How Do You Write a Donor Report?
Design a Report for a Real Funding Decision
donor-report-funders-trust
Reporting
Decide
10
A practical, step-by-step track for building a donor or grant report funders trust — from the funder's decision back through metrics, clean data, and traceable numbers.
Program & grant managers who report to funders
How Do You Turn a Job Description Into a Checklist?
Turn a Job Description into a Requirements Checklist
job-description-requirements-checklist
Case
Social Enterprise Track
11
How Do You Review Applications Without Reviewer Bias?
Review Without Reviewer Bias
review-applications-without-reviewer-bias
Grant
Analyze
11
Ask Your Whole Portfolio Anything (Claude + MCP)
Ask Your Whole Portfolio Anything (Claude + MCP)
ask-your-portfolio-anything
Portfolio
Chapters
11
How Do You Get AI to Write a Funder Report?
Generate the Audience-Specific Report From Evidence
assistant-writes-the-funder-report
Reporting
Decide
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 Do You Score Candidate-Role Matches Without Bias?
Score Candidate–Role Matches Without Bias
score-candidate-role-matches-without-bias
Case
Social Enterprise Track
12
How Do You Put a Dollar Value on Impact?
Add a Credible Dollar Value With SROI
credible-dollar-value-on-impact
Reporting
Optional method
12
How Do You Roll Up a Grant Portfolio?
Aggregate Outcomes Across the Portfolio
how-to-roll-up-a-grant-portfolio
Portfolio
Communicate
13
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 Do You Read a Grantee Report?
Read a Grantee Report
read-grantee-report-multi-signal
Grant
Analyze
14
How Do You Monetize Impact with SROI?
Monetize Impact with SROI Across Levels
monetize-impact-sroi-across-levels
Portfolio
Chapters
14
How Do You Compute Grantee Variance?
Compute Grantee Variance
how-to-compute-grantee-variance
Grant
Analyze
15
How Do You Track Budget and Actual Spend?
Track Budget vs Actual Spend
how-to-track-budget-invoices-actual-spend
Grant
Analyze
16
How Do You Analyze Grantee Reporting Longitudinally?
Analyze Grantee Reporting Over Time
analyze-grantee-reporting-longitudinal
Grant
Analyze
17
How Do You Compare and Benchmark Investees?
Compare & Benchmark Investees
compare-benchmark-investees
Portfolio
Chapters
17
How Do You Read a 990 for Compliance?
Read a 990 for Compliance
how-to-read-a-990-for-compliance
Grant
Analyze
18
How Do You Build Dashboards and Compliance Reports?
Portfolio Dashboards & Geographic Mapping
dashboards-sroi-compliance-reports
Portfolio
Communicate
18
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 Produce an LP and Board Impact Report?
Produce the LP / Board Impact Report — Live, Not Annual
portfolio-lp-board-impact-report
Portfolio
Chapters
19
How Do You Build a Grant Audit Trail?
Build a Grant Audit Trail
grant-audit-compliance-trail
Grant
Communicate
20
How Do You Connect Your Stack Without Lock-In?
Connect Your Stack Without Lock-In (Microsoft Dynamics, Power BI, Affinity, MCP)
portfolio-connect-your-stack
Portfolio
Chapters
20
How Do You Produce Grant Compliance 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
What Are AI Skills?
what-are-ai-skills
How Do I Evaluate an Accelerator or Startup Cohort?
accelerator-cohort-evaluation
How Do I Measure the Impact of a Scholarship Program?
measure-scholarship-program-impact
What Are Grant Reporting Requirements?
grant-reporting-requirements
How to Catch At-Risk Participants Early with Mentor Notes
mentor-notes-early-warning
How to Build Advance TOC (Theory of Change)
how-to-build-advance-toc
How to Run a Continuous Stakeholder Feedback Loop
how-to-run-a-stakeholder-feedback-loop
How to Track Members Over Time
how-to-track-members-over-time
How to Build a Stakeholder Engagement Plan
how-to-build-a-stakeholder-engagement-plan
How to Build a Relationship Record
how-to-build-a-relationship-record
How to Map and Prioritize Stakeholders
how-to-map-and-prioritize-stakeholders
How Do You Evaluate Stakeholder Intelligence Tools?
how-to-evaluate-a-stakeholder-intelligence-platform
How to Measure Training ROI
measure-training-roi
How to Build a Training Metrics Dashboard
build-a-training-metrics-dashboard
How Do You Connect Training to Results?
connect-training-to-results
How to Design a Training Feedback Survey
design-a-training-feedback-survey
How to Run a Training Needs Assessment
run-a-training-needs-assessment
How to Measure Behavior Change After Training?
measure-behavior-change-after-training
How to Build a Data Dictionary for Program and Impact Data
how-to-build-a-data-dictionary
How Do You Apply the Kirkpatrick Model to a Survey?
apply-kirkpatrick-model-to-a-survey
How to Measure Youth Development Against a Framework
measure-youth-development-against-a-framework
How Do You Assess Holistic Client Wellbeing?
assess-holistic-client-wellbeing
How to Measure a Mentee's Growth Across Every Session
measure-mentee-growth-across-sessions
How Do You Analyze LMS Engagement Data?
analyze-lms-engagement-data
How to Identify the Common Barriers Your Clients Keep Hitting
identify-common-client-barriers
How Do You Track Caseload Progress Over Time?
track-caseload-progress-over-time
How to Document Mentoring Sessions Without Inventing Emotion
document-mentoring-sessions-without-inventing-emotion
How Do You Evaluate Mentoring Relationship Quality?
evaluate-mentoring-relationship-quality
How to Identify Safeguarding Concerns in Case Notes
identify-safeguarding-concerns-in-case-notes
How Do You Standardize Case Management Notes?
standardize-case-management-notes
How Do You Assess Learning From Student Reflections?
assess-learning-from-student-reflections

Sopact Academy

One method. Three workflows. Two cross-cutting layers.

Start with The Loop. Choose the workflow that matches your operating record. Then use Connected Data and Impact Measurement across the work—not only when a report is due.