Lean Impact Measurement Framework: The Steps
Your groundwork is a critical juncture in the development of an enduring impact management process. The stages of Groundwork build upon each other, they include: Vision, Mission, & Goals; Program Structure; Theory of Change; and Change Management.
Lean Impact Management Volume One: Groundwork
An actionable guide for working through the Groundwork phase of Lean Impact Measurement, co-authored by SoPact with the Asia Pacific Social Impact Centre. Release date is scheduled for April.
Metrics Discovery should reflect the results of your efforts. The metrics discovery process in Lean Impact Measurement focuses on first identifying the important outcomes and outputs (both qualitative and quantitative) to measure. This is done by reviewing your Theory of Change (ToC) established in the previous Groundwork step, evaluating what is cost-effective and important, then aligning with specific standards. It is important for each metric to be through and clear in its ask.
Metrics Discovery will be covered in Volume Two of the Lean Impact Measurement eBook series. Stay tuned for its release.
Your data collection begins with an internal dialouge around data capacity that covers the following considerations:
Next, it's time to map out the data pipeline from the metrics selected in the previous step (Metrics Discovery). Where does the data for this metric originate? Who is responsible for reporting that data, and where/how do they report this data. Follow each metrics' data from origin point through to where it will be aggregated. Once mapped, is there room for improving this pipeline? What data tools are missing? How might this process be iterated to cut back on the likelihood of human error in reporting? For multi-site/multi-program organizations, we recommend TurboMetrics, an impact management software platform developed by SoPact. If your orgnaization is currently using Salesforce, but is concerned that it is not being used to its greatest potential, SoPact is a Salesforce Consulting Partner that understands the unique challenges of impact management. Finally, for smaller organizations with limited budgets for data collection and aggregation, we recommend AirTable.
Now that we've aggregated meaningful data, it is time to analyse the data for strategic planning. This data helps us improve our processes so that we might better achieve our Vision and Mission. Strategy is not the only benefit we recieve from better understanding our result and data-driven impact - it also helps us engage with our stakeholders. From donor relations to recruitment, effectively and accurately demonstrating your impact can improve your public and donor relations. There are many ways to demonstrate impact. Here are just a few: