The Approach Must-Have Guides

The playbooks behind the practice

Each guide pairs with an Academy how-to — read the framework here, run it there.

AI Data Design Guide: Context, Data & Prompts

AI Data Design Guide: Context, Data & Prompts

AI data design: shape context, data, questions, and prompts so an AI-native system turns documents and interviews into cited evidence. Free 7-chapter guide.

How to Write an Impact Report: A Practical Guide

How to Write an Impact Report: A Practical Guide

How to write an impact report funders read — the purpose, the seven sections, the five questions every report answers, and live examples. Free guide.

Case Intelligence: Beyond Case Management

Case Intelligence: Beyond Case Management

Case intelligence: hold one connected record per client — read case notes on arrival, flag who’s slipping this week, and prove outcomes to funders. Free guide.

Application Intelligence: Grants & Scholarships

Application Intelligence: Grants & Scholarships

Application intelligence: read every grant, scholarship, and fellowship application against one rubric — blind, cited, and fair as volume grows. Free guide.

Grant Intelligence: From Award to Outcome

Grant Intelligence: From Award to Outcome

Grant intelligence: one record per grantee from award to multi-year outcome — reports that read themselves and a board-ready portfolio in minutes. Free guide.

Impact Intelligence: For Funds & Foundations

Impact Intelligence: For Funds & Foundations

Impact intelligence: funds and foundations score the Five Dimensions and IRIS+ from their own documents and generate the LP report overnight. Free guide.

ESG Intelligence: Diligence to Supply Chain

ESG Intelligence: Diligence to Supply Chain

ESG intelligence: read every diligence document and worker survey on one entity record and prove your due diligence was effective, not just performed. Free.

Learning Intelligence: Training & Workforce

Learning Intelligence: Training & Workforce

Learning intelligence: connect one learner across pre, mid, and post so training programs prove real behavior change, not just satisfaction. Free guide.

Program Intelligence: From Fragmented Data

Program Intelligence: From Fragmented Data

Program intelligence: one connected record per person across every program and funder — standardize collection once, report to each framework. Free guide.

Impact Measurement Framework

Impact Measurement Framework

Looking to build your social impact measurement framework? This is a step-by-step social impact measurement framework from Groundworks to Impact Reporting.