Grantee Data Capacity, Program Reporting & Impact Due Diligence
Innovative Impact Learning For Grantmakers
Impact Cloud® lets grantmaker improve grantee capacity, program evaluation and learning with impact themes in a short time
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Capacity Assessment
Grantee, Program, and Organization Capacity
Start with Impact Statement, build a complete theory of change and identify metrics.
- Start building a theory of change
- Align with sustainable development goals and targets or custom goals, targets (or strategy)
- Build a complete impact map
- Identify standard metrics from global metrics repository for external communication such as grants
- Define custom metrics with a broad range of qualitative and quantitative reporting formats
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Flexible Impact Themes & Application
Build a Grantee & Applicant Framework Fast
Thesis Aligned: Have investment practices aligned with impact intentions, and report high-level data on investee practices and activities
Strategic Output: Report a selection of relevant investee outputs consistent with impact goals
Outcome Data: Track output and outcome data on an ongoing basis, and can provide data demonstrating positive change for target beneficiaries
Impact Data: Can provide data that explicitly inform an assessment of additionally and/or cost-effectiveness
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Monitoring & Evaluation of Program Portfolio
Program Performance Monitoring
Build impact framework to based on SDG Goal/Target aligned approach or internal customize goal/strategic approach. Customize additional documentation aligned with the goal
- Select metrics from global metrics repository or custom metrics
- For customized metrics appropriately configure reporting format for dynamic form
- Assign indicator specific to a grantee
- Aggregate historical results, grantee reporting through an online portal, self-reporting or direct sync from Impact Maker
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Reporting
Innovative & Automated Reporting
Flexible reporting, dashboard, and automated impact scorecard for actionable reporting
- Ability to report quarterly, annually, every 2 years, or other
custom timeframe. - Ability to have a custom fiscal year
- Flexible report builder and templates to create quarterly
or impact reports for different stakeholders like funders,
board members, internal staff, etc. (Impact Reporting)
Ability to export query results or reports to Excel or
CSV format. - Ability to do flexible reporting with ad hoc queries. Choose an item.
- Ability to automatically generate documents from a
library of standard forms that are automatically
populated with activity information (names, dates,
contact information, and budget amounts).
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Framework
Design Impact Due Diligence & Risk Framework
Conversations with clients to understand current due diligence and risk management approach.
- For foundations review governance, risk and compliance evaluation
- Design prospective investee meet social and financial criteria to see if
portfolio company and investor's impact thesis aligns. Review potential investee is a good fit for the client, their impact goals, and their current portfolio - Evaluate the impact and financial risk factors, what metrics the potential investee is already tracking, what metrics they would need to add.
- Early stage enterprise often lacks impact data set up impact metrics that are both meaningful to investors and practical to business operations. Setup a simple lean data-based approach based on Impact Maker to collect results.
- Matured investors due diligence (optional)
- Impact scorecard
- Logic model
- Quasi-experimental methods
- SROI (Evaluation vs Forecasting)
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