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Impact Reporting Template

Expertly Crafted Impact Reporting Template by Sopact.  Take the first step in creating a strong impact report with Sopact's expertly developed template, tailored to guide you through the process.

Clear Strategy
This report has a clear impact strategy and aligns with industry standards.
Mapped Data
System, research, and stakeholder data mapped to get a deeper insight.
Demonstrate impact

Design impact reporting

The following impact report example provides steps for developing an effective impact report. You can build effective impact reporting using this impact reporting template and Sopact Strategy App.

Capital Plus Financial is a CDFI serving underserved communities in Texas, resulting in a positive social and economic impact. 


  1. To learn how our stakeholders see the change.
  2. To use impact data for effective future decision-making.
  3. To build trust, improve accountability, and manage risks.
  4. To understand the needs of the stakeholders and business to serve better.

Key values:

  • Robust impact management with a baseline stakeholder survey.
  • By moving to impact evidence early, Capital Plus is a leader in the community development space and minimizes the lost opportunity of a new age of investments.
  • CPF can assess evidence risk (i.e., the probability of insufficient high-quality impact data) and other impact risks outlined by the Impact Management Project.
  • Opportunities such as new partnerships and product offerings.

Read More: Case study: Transforming Families with Affordable Housing


Impact Report 2022

Improving economic security for small businesses

 Eliminating barriers to PPP financing for businesses owned by underserved women and minorities. 

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Impact Report Template

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"Capital Plus Financial, is a great example of how an organization can use impact management norms in practice."