Skip to content
Innovative Monitoring and Evaluation Framework

Monitoring & Evaluation

Transform the way you approach monitoring and evaluation with Sopact's flexible and innovative framework.

Monitoring and Evaluation (M&E)

Monitoring and Evaluation (M&E) is a crucial aspect of any program or project as it helps to track progress, measure impact, and identify areas for improvement. By collecting and analyzing data regularly, organizations can make informed decisions on allocating resources and adjusting their initiatives accordingly.

One example of M&E in practice is a community development program to increase access to clean water and sanitation in rural areas. The program includes constructing wells and latrines, community education, and awareness campaigns.

The monitoring part of the program is all about collecting information about how many wells and bathrooms have been built, how many families have access to clean water and toilets, and how many people have taken part in educational and awareness campaigns. This information is gathered all the time to see how the program is doing and if there are any problems.

The evaluation component of the program delves deeper into assessing the impact of the program. This may include conducting surveys with community members to evaluate changes in their knowledge, attitudes, and behaviors related to clean water and sanitation and measuring changes in water quality and health outcomes. This information is gathered after the program and used to determine the overall effectiveness of the initiative.

Monitoring and Evaluation Limitations

Monitoring and evaluation by themselves give only some of the picture of the impact and the effectiveness of the program, and the learning component comes into play. The learning component can include sharing the findings with the stakeholders, reflecting on the program design, identifying the best practices, adapting the program based on the feedback and evidence, and applying the learnings to future program design.

For example, from the evaluation component of the program, the community education and awareness campaigns could have been more effective in changing behavior related to clean water and sanitation.

The learning component of the program would involve reflecting on the design and implementation of these campaigns, identifying best practices for community education and awareness, and adapting the program for future implementation. Additionally, the program staff can share the findings and lessons learned with other organizations working in similar contexts, contributing to the global knowledge base of what works and what doesn't.

Overall, monitoring and evaluation provide valuable information on the progress and impact of a program, while learning allows organizations to apply that information to improve future program design and implementation.


Sopact partners with any growing organization and considers learning critical to its long-term growth.


Monitoring, Evaluation and Learning

Another key element of the learning aspect of the program is the active engagement of community members in the monitoring, evaluation, and learning process. This could involve incorporating community members in the design and implementation of the evaluation, allowing for community feedback and input on the program, and creating opportunities for community members to learn from the program's results and reflect on their own experiences.

For instance, the program could conduct regular community meetings to present the monitoring data and gather feedback. Also, the program could establish a community evaluation committee to actively monitor, evaluate, and learn. This committee can also provide a space for community members to share their perspectives, learn from the program's results and provide recommendations for future program design.

Additionally, the program staff and partners should be encouraged to reflect on the program's impact and be willing to make changes and improvements as the program progresses. This could include incorporating feedback and recommendations from community members, partners, and staff into program design, using data to inform program adjustments, and making changes in response to emerging challenges or opportunities. This approach ensures that the program is responsive to the community's needs and continuously improves.

In conclusion, monitoring and evaluation are essential to understanding the progress and impact of a program or project. At the same time, learning allows organizations to apply that knowledge to improve future program design and implementation. Therefore, by integrating monitoring, evaluation, and education, organizations can create a more effective and responsive program and increase their overall impact on the community. In addition, involving the community members in the process and creating an inclusive approach can lead to sustainable and more effective programs.

Monitoring and evaluation Templates

One of the most critical steps in monitoring and evaluation is the creation of templates. Templates can collect data, track progress, and analyze results. A good template should be easy to use and understand, with clear instructions and defined data collection. It should also be flexible enough to accommodate any changes or updates that may occur throughout the program or project.

Examples of monitoring and evaluation can be found in almost any field. For instance, in healthcare, organizations may use monitoring and evaluation to track the progress of a disease prevention program. For example, they may measure the number of people who attend health education workshops, the number of people screened for a specific disease, and the number of people diagnosed and treated for that disease. In education, monitoring and evaluation can be used to track student progress and assess the effectiveness of a new curriculum.

The monitoring and evaluation process should be systematic, structured, and consistent to ensure that the data collected is reliable and accurate. This process typically involves several stages, including:

  • Planning: Defining the objectives and indicators, selecting data collection methods, and determining the schedule of data collection
  • Data collection: Collecting data using the chosen methods, tools, and templates.
  • Data analysis: Examining the data and identifying trends and patterns.
  • Reporting: Summarizing the findings and making recommendations.
  • Follow-up action: Using the results to improve the program or project


Monitoring is the ongoing process of collecting and analyzing data to track progress toward the goals of a program or project. This includes monitoring inputs, outputs, and outcomes. Inputs refer to the resources being put into the program or project, such as funding, staff time, and materials.

Outputs are tangible products or services, such as training sessions, workshops, or reports. Outcomes are the long-term changes expected from the program or project, such as increased knowledge, improved skills, or changes in behavior. The organization should carefully design output data and output indicators with a continuous process evaluation process.

Monitoring is periodic and continuous, conducted after program initiation and during the duration of that program or intervention. The data acquired is primarily input- and output-focused and is generally used as an ongoing strategy to determine implementation efficiency. For example, an NGO delivering training for school teachers might track monthly the number of sites visited, training delivered, the number of teachers trained, etc.

Key questions to consider for monitoring strategy include:

  • What key metrics can give us an idea of the state of implementation?
  • Do we have lean data collection and analysis processes?
  • How efficiently are we implementing our program(s)?
  • Do we need to make any changes to our program(s) based on the data acquired?

A monitoring plan usually focuses on the processes occurring during the implementation of a program. These can include tracking the following during defined periods of time:

  • When programs were implemented
  • The location or region in which programs were delivered
  • Which departments or teams delivered activities
  • How often certain activities occurred
  • Number of people reached through a program’s activities
  • Number of products delivered (or number of hours of service)
  • Costs of program implementation


On the other hand, evaluation is a more formal process typically conducted at the end of a program or project. Evaluation is used to assess the overall effectiveness of the program or project, including its impact and outcomes. This can include measuring changes in knowledge, skills, or behaviors as well as assessing the efficiency and cost-effectiveness of the program or project.

A program evaluation focuses on the performance of the intervention and is principally used to determine whether beneficiaries have benefited due to those activities. It generally looks at outcomes, assessing whether a change occurred between the outset and termination of an intervention (or at least between two specific time periods). Ideally, that change should be attributed to the activities undertaken.

Key questions that an evaluation considers:

  • Did our activities make a measurable difference in our target beneficiary group(s)?
  • How much can the changes observed be attributed to our activities?
  • What contributed to our success (or failure)?
  • Can we scale observed changes? Or could you reproduce it in other contexts?
  • Did we cost-effectively achieve impacts?
  • Have any unexpected results occurred?

At the outset of a program, it is important to acquire baseline data, which will be used to compare progress at every evaluation interval and the end of the program period. When thinking about how to measure outcomes (changes that have occurred), consider the following key elements:

  • Understand how your inputs, outputs, activities, etc., generate change (see Theory of Change)
  • Design your evaluation plan (i.e., research plan) before launching a program or intervention
  • Use outcomes that are relevant for your beneficiaries
  • Use data collection methods that fit the needs of beneficiaries and the skills of your employees
  • Incentivize beneficiaries to provide you with data at key intervals
  • Ensure you have adequate data management and analysis tools (and people who know how to use them)

Monitoring and Evaluation Benefits

When done effectively, monitoring and evaluation implementation reaps benefits for stakeholders up and down the spectrum of activities carried about by an organization. In general, it guides strategic decision-making both during and after program execution.

Benefits for different stakeholders, including:

  • Beneficiaries: Follow-up processes (data collection) can signify that the organization actually cares about results and improves outcomes. Data can be used to improve the efficiency of implementation as well as implementation design (to improve outcomes for beneficiaries)
  • Employees: M&E can generate more buy-in and trust in the organization's commitment to the mission if there is a clear effort to not only assess progress but use that assessment to get better at delivering impact. For employees in contact with beneficiaries (e.g., "on the ground"), conducting evaluation assessments can also generate more trust between those employees and the beneficiary community.

    Now, often unforeseen, insights can emerge, helping employees discover new, more effective ways to deliver programs and create impact.
  • Executive management: Determining changes to strategic direction becomes much more data-driven with the ongoing data and analyses from M&E processes. Adaption ideally becomes more agile. With relevant and comprehensive data (both process-related and impact-related) executives can build much more persuasive arguments.
  • Funders:  Money for impact flows to where the data is and good M&E implementation can open up that flow because it breeds impact credibility and of course a more transparent understanding of how much impact can be generated per investment dollar.

Monitoring Evaluation Framework

To effectively implement monitoring and evaluation, it's important to have a clear framework in place. A monitoring and evaluation framework outlines the goals and objectives of the program or project; the indicators used to measure progress, and the methods used to collect and analyze data. This framework will be the foundation for monitoring and evaluation throughout the program or project.

Monitoring and Evaluation Plan

Most organizations start with an impact strategy. Depending on their background, they will design an outcome-oriented approach.

  • Theory of change

  • Logic Model

  • Log Frame

  • Results based accounting

The next step is to design quantitative indicators

Putting quantitative (or qualitative) tools to work means defining the right indicators to measure. An indicator is a metric used to measure some aspect of a program. The indicators used throughout the monitoring and evaluation processes should be defined in the planning stages. This enables organizations to truly measure the extent to which what they think or want to happen happens.

  • Indicators can be both quantitative and qualitative, depending on what needs to measure and in what ways.

Monitoring and evaluation (M&E) are essential to any program or project. It is used to track progress, measure impact, and identify areas for improvement. In this article, we will explore the concept of M&E and its role in results-based management and achieving development goals. We will also discuss the United Nations guidelines for M&E systems, the M&E framework, and the logical framework. Finally, we will discuss the importance of using existing data in M&E.

Results-based management (RBM) manages programs and projects that focus on achieving specific results. M&E is a critical component of RBM, allowing organizations to measure progress toward these results and adjust as needed. This approach helps ensure that resources are being used effectively and efficiently.

Development goals, such as those set by the United Nations, rely on M&E to measure progress and impact. The United Nations has developed guidelines for M&E systems, which provide a framework for creating and implementing M&E plans. These guidelines include recommendations for data collection, analysis, and reporting

The M&E framework is a tool that helps organizations plan and implements M&E activities. It includes the following components: objectives, indicators, data sources, data collection methods, data analysis and interpretation, and reporting. The logical framework, also known as the results framework, is another tool organizations can use to plan and implement M&E activities. It focuses on linking the program's objectives to specific results and indicators.

Finally, it's important to note that using existing data can greatly benefit M&E efforts. Organizations can save time and resources by utilizing data that has already been collected. Additionally, existing data can provide valuable context and a historical perspective on program or project impact.

In conclusion, M&E plays a critical role in results-based management and achieving development goals. It allows organizations to track progress, measure impact, and make informed decisions about allocating resources. By following the guidelines set by the United Nations, implementing a strong M&E framework, and utilizing existing data, organizations can ensure their programs and projects are effective and efficient. Let's review two developing countries case studies to understand how the M&E framework can be used.

Monitoring and Evaluation Examples

Case Study 1: Community Development Program in Rural India

A community development program was implemented in a rural area of India to improve access to clean water and sanitation. The program included constructing wells and latrines, community education, and awareness campaigns.

The monitoring aspect of the program included collecting data on the number of wells and latrines constructed, the number of households with access to clean water and sanitation, and the number of community members who participated in education and awareness campaigns. This data was collected regularly to track progress toward the program's goals and identify any obstacles.

The evaluation aspect of the program involved conducting surveys with community members to evaluate changes in their knowledge, attitudes, and behaviors related to clean water and sanitation. Additionally, measurements of changes in water quality and health outcomes were taken. The data collected was analyzed at the end of the program to determine the overall effectiveness of the initiative.

The program's M&E efforts revealed that the number of households with access to clean water and sanitation increased by 30%, and the number of community members with knowledge of proper sanitation practices increased by 25%. Additionally, water quality measurements showed a significant improvement in the overall water quality of the area. These results adjusted the program's approach and ensured that resources were used effectively.

Case Study 2: Education Program in Sub-Saharan Africa

An education program was implemented in a sub-Saharan African country to improve primary school enrollment and student performance. The program included teacher training, curriculum development, and parent engagement activities.

The monitoring aspect of the program included collecting data on the number of teachers trained, the number of schools implementing the new curriculum, and the number of parents participating in engagement activities. This data was collected regularly to track progress toward the program's goals and identify any obstacles.

The evaluation aspect of the program involved conducting student assessments to evaluate changes in student performance and conducting surveys with parents to evaluate changes in their attitudes toward education. The data collected was analyzed at the end of the program to determine the overall effectiveness of the initiative.

The program's M&E efforts revealed that primary school enrollment increased by 20% and student performance improved by 15%. Additionally, surveys showed that parental attitudes toward education had become more positive. These results adjusted the program's approach and ensured that resources were used effectively.

In both case studies, M&E played a critical role in tracking progress, measuring impact, and making informed decisions about allocating resources. The use of regular data collection, analysis, and feedback helped the organizations to adjust their approach and ensure that resources were being used effectively.

Monitoring and Evaluation Process

Monitoring and Evaluation (M&E) is a process that is used to track the progress and impact of a program or project. It includes two main components:

Evaluation Data:

The process of collecting, analyzing, and using data to measure the performance of a program or project. This includes setting performance indicators, collecting data on those indicators, and analyzing the data to determine the effectiveness of the program or project.

Evaluation Monitoring:

Using the evaluation data to make decisions and improve program implementation. This includes using the results to identify areas where the program or project can be improved, taking corrective action when necessary, and making adjustments to the program or project to ensure that it achieves its intended goals. The ultimate goal of M&E is to improve program effectiveness and accountability by providing information that can be used to make informed decisions. It is a continuous process that happens throughout the life cycle of a program or project.

Quantitative Indicators

Primarily output-focused, they help organizations determine if activities are taking place, when, and to what extent.
By definition, numbers are used to communicate quantitative measures (percentages, ratios, $ sums, etc.)

Qualitative Indicators

Involve subjective terms 

Often outcome-focused, they can help organizations determine if a change has occurred by gathering perceptions from beneficiaries. 

Data accuracy can often be difficult to assess given the subjective nature of the collecting judgments about change (see example below)


Examples of M&E indicators

Using the example of a social enterprise that employs a 1-for-1 model (you buy a pair of shoes, we donate a pair of shoes to a person in need) we can examine some potential indicators for their donation program over a period of one year.


  • Number of shoes donated
  • Number of lives affected
  • Amount of money saved in the beneficiary group (not having to buy shoes)


  • Perception of change in the quality of life after receiving shoes (survey beneficiaries)
  • Types of opportunities generated by the reception of shoes (defined by beneficiaries)

Using a combination of Indicators to Determine Attribution

As we can see, a pure count of shoes donated doesn't tell us what impact has been generated. It only implies. By also collecting qualitative, outcomes-focused data, the organization gets a better idea of the impacts of those shoes on people who did not have them. They could also measure income level before and after the shoes (for adults) or measure the number of school days attended (for children).

The best indicators help organizations clarify a clear attribution between the intervention (shoe distributed) and the impact(s) generated. In this example, many other variables could contribute to increased income level or school days attended. Gathering qualitative data, specifically asking to what extent the shoes had to do with any observed changes in those areas, would increase the level of attribution the organization might report.

Read More: Attribution Vs Contribution in Impact Evaluation

Streamline Monitoring and Evaluation Framework

More than 700 million people, or 10% of the world population, still live in extreme poverty and struggle to fulfill the most basic needs like health, education, and access to water and sanitation. The Multidimensional Poverty Assessment Tool (MPAT) provides deep insight into the front line managers a clearer understanding of rural poverty at the household and village level. MPAT can significantly strengthen the planning, design, monitoring, and evaluation of a project and contribute to rural poverty reduction. However, there are many practical challenges to implementing and streamline end-to-end data collection to reporting.

  • How do we create monitoring and evaluation tools and framework that aligns with SDG Impact?
  • How do Food For The Poor chose their monitoring and evaluation indicators? "Food For The Poor" works to uplift poor children, families, and communities in need by providing essentials and long-term development opportunities.
  • They work in 18 Latin American and Caribbean countries.
  • How are they managing their Outcomes? 
  • How do we streamline offline data collection to real-time dashboards?
  • How to automate scoring that aligns with MPAT calculation
  • How to align with SDG and share with donors?

Read More: 5 Ways Economic Development Organizations Should Enrich Impact Data

Types of evaluation

Evaluation Methods and Evaluation Design

Determining an evaluation method requires first defining the organization's or specific program's unique objectives. Those objectives are generally determined by asking: What impact is sought? What is the purpose of the evaluation?
In addition to those objectives, other variables include the target beneficiary group's context and the available organizational resources (money, skills, tools, etc.). Of course, the focus should be given to achieving the overarching objectives.
While not an exhaustive list, the following are some examples of the main evaluation approaches that accomplish unique organizational objectives.
  • Formative Evaluation
  • Process Evaluation
  • Outcome Evaluation
  • Impact Evaluation

A formative evaluation will most often be conducted before a program begins to examine both feasibility and determine its relevance to the overall organization's strategic objectives. This can also occur during program implementation, especially if there is a need to modify the program. At this point, the formative evaluation can be used to assess the feasibility of a new design.

Part of the importance of a formative evaluation can improve a program’s probability of success because it encourages practitioners to confirm viability and detect potential problem areas at the outset while also promoting accountability during implementation.

A process evaluation is carried out during the implementation phase of a program. As the name suggests, it focuses on processes being carried out -- inputs, activities, outputs, etc. It identifies any issues with the efficiency of implementation.

For example, it can establish whether targets were not met because of lack of human resources (skills) or appropriate tools, or unforeseen contextual obstacles (e.g., beneficiaries lacked time to engage with the program), which ultimately affected program outcomes.

If there don’t seem to be process-related issues, the evaluation can help illuminate issues with the change model itself, encouraging a needed rethinking of how to affect change for the target group.

The use of periodic assessments during implementation is one of the most important processes evaluation components. This allows organizations to re-design if needed during execution to increase reach, re-allocate resources, etc.

An outcome evaluation aims to determine whether overall program objectives have been met. In that process, practitioners also identify what might have spurred or limited those changes. Finally, it helps shed light on unexpected changes in the target beneficiary population at the end of the intervention or at the point of evaluation.

Given that scope, an outcome evaluation generally looks at a program’s results over a longer period of time (although this also depends on how quickly or slowly the change is expected to occur).

It can also help pinpoint which areas of a program were more or less effective than others. Most importantly, with an outcome evaluation, an organization determines whether there was a change in beneficiaries' lives.

For this reason, it can be important to use qualitative measures and participatory methods to extract from beneficiaries their perception of any observed changes.


An impact evaluation gets to the heart of a program’s true effectiveness by determining attribution or the extent to which the changes observed (outcomes) can be causally connected to the activities carried out during the program period.

Timing is an important element of any impact evaluation. Conducted too early, the intervention has not had time to create observable change. Conducted too late, it could reduce the usefulness of insights for informing decision-making.

Ultimately, an impact evaluation guides organizations to understand activities generated impacts and (based on the insights) understand what tweaks could be made to maximize an intervention's effectiveness in generating the desired outcomes.

Monitoring and evaluation data collection and aggregation

Is your monitoring and evaluation system working for you?  Are you able to provide impact reports or grant reports to funders on time?   Do you have data sitting in many different systems that take a long time to build impact reports from?

While many nonprofits and social enterprises collect data, most of the data collected are left unused or not actionable.  A well-designed data strategy can significantly increase your information's integrity and usability, making it easier to make continuous improvements and tailor your direct-impact reporting to each specific funder.

This article will show you seven best practices that will help you simplify data aggregation from different sources and build funder-specific impact reports with ease.

Most monitoring and evaluation systems fail to provide scalable solutions to aggregate results regularly.  Those that do may require a significant amount of customization or manual data aggregation.

Read More: Accelerating Change for Social Enterprises: The Miller Center

Start with your data Monitoring and evaluation strategy:
A complete data strategy will allow you to identify all your data sources and understand if any streams need to be merged or processed.

  • Define your metrics and align them with activity, output, and outcome.
  • Align metrics with your data

Align your results to funder-specific programs. Many organizations collect results from both online and offline systems. Often online data may be sourced from proprietary databases, applications, or data management systems like Salesforce. Many social sector organizations also rely on google sheets, excel, AirTable, smart sheets, etc.

Align your donors, programs, and theory of change

To streamline donor-specific reporting, start by associating your theory-of-change and impact program with the donor who funded them. Then, make sure to revisit your activities, output, and outcome from your theory-of-change model. We recently released a video that goes more in-depth into this model if you need a refresher! Your goal is to ensure that all of these facets align with your data collection strategy,  regardless of where your data points originate from.

With this approach, you will have defined your in-points and out-points for each funder and can appropriately optimize your strategies. 

Build a simple data warehouse

The biggest challenge of donor-specific reporting is ensuring that all of your program-specific data can be aggregated in a central, accessible location.  

A data warehouse’s real value is realized when your sources' integrations are both well defined and clearly understood. And, unless your data doesn’t get updated frequently or require much cleanup, synchronization should happen in real-time, wherever feasible. 

“Smart Mapping” between an external data source and a data warehouse simplifies your standard data integration process. Sopact’s Impact Cloud, for example,  provides intelligent mobile data collection services that streamline the flow of valuable data from the field straight into your impact management system.

Collect Offline Data Electronically

Many beneficiaries, especially in developing countries, live in areas where internet connections may not be reliable. Even within developed countries, nonprofits or social enterprises may be running training, health camp, or capacity building; collecting data on paper adds an extra layer of potential error and complexity to their operations.  In most cases, collecting data on mobile devices helps reduce your workload when it comes to integrating back into your main database. A perfect example of this approach works through Impact Cloud, which provides an innovative way to push mobile data collection offline through KoboToolbox. The field or event manager collects data on Android devices, and as soon as an internet connection is established, offline data is automatically synchronized to Impact Cloud.  

Align Impact Metrics with Surveys

Impact Metrics are key to your story and the change that you are interested in measuring.  As an organization matures, it must move from activity and output-based reporting to outcome-oriented reporting.  Surveys can play an important role in measuring your programs' outcomes, but they should only be designed after your impact metrics have been well defined. In fact, survey design should mirror the principles defined in your theory of change model and impact metrics.

Build a program table that directly allows collecting surveys or results through an online survey.  You can build a  program table in less than 30  minutes, and you’ll be ready to collect any data necessary for your cause to grow and succeed. 

Increase Your Spreadsheet’s IQ

As different programs may use more than one system, most organizations try to bring data into Excel or Google spreadsheets. They carefully reformat data regularly so that they can calculate specific results required by funders. 

You can streamline data collected from different sources into single data sources through smart field-mapping and database level formulas that can do complex calculations internally.  In the long run, this approach saves a tremendous amount of time and improves the efficiency of data collection and aggregation processes compared to traditional spreadsheet management. Your solution should allow you to define formulas once in the backend, select the appropriate formulas through a configurator, and apply it to the data processing at any time from the field or in the office as necessary. 

This allows your focus to shift over to the quality of your data collection processes. All your data aggregation and reporting will become automated. Impact cloud handles this entire process for you, so you can spend more time making the greatest personal impact.


Audit your Salesforce or pre-existing data collection systems:

Many systems such as Salesforce, Case Management, or Program data may be collecting data. Still, building optimized reports for your organization and funders through these tools may end up becoming more challenging than its worth. 

It may not be easy to combine data from multiple tables. Report building for your specific needs can become overly complex. Reporting for all agreed-upon metrics may come from multiple external sources that all need to be integrated.

Your monthly, quarterly, or annual reporting frequency may not line up with existing databases or tools, requiring manual adjustments.

While systems such as Salesforce can be robust, it may be difficult to summarize results or create comprehensive reports specific to your cause.  Often funders may require qualitative reporting that may not be part of the Salesforce like systems.  This could increase the reporting time. If you’ve worked with these systems when reporting before, take some time to isolate the choke points for both your data and your workflow, and determine if you’re better off a building or finding a dedicated solution to save you time and headaches when building reports.

Monitoring and Evaluation Reporting

When people in our field talk about creating data visualizations to discover trends and make decisions, they’re typically thinking about collecting their data on a spreadsheet and feeding it into common visualization tools like POWERBI or Tableau. 

While this approach is definitely a great place to begin, you WILL run into trouble when your goal is to visualize and continuously learn from data collected periodically.  Most of these common tools are not designed to work flexibly with the data demands of an impact-driven organization, where changes in data-types, time-periods, and more can require significant modifications to your original setup to derive useful insights.  This results in much wasted time and/or a significant amount of technical expertise required to recreate and maintain your visualizations.

A properly set up continuous learning and improvement system should be flexible and robust enough to show you the change in results and emerging trends even as your data collection strategies evolve.

In the previous section, we gave you some of the best approaches to streamlining your data collection and monitoring strategies - you can find a link to that video in the description below - so the next step is to learn how you can get the most out of your data when working to improve your efforts across the board.

Without further ado, let’s jump into 4 ways to maximize your approach to data visualization and reporting so that you can focus on your program’s cycle of continuous learning and improvement.

Merge your data collection and visualization tools into 1

Social enterprises and non-profits that work directly towards making their stakeholders' lives better need a system that tightly integrates data collection and data analysis tools to implement a continuous learning and monitoring system. 

Often, setting up a system using off the shelf products requires technical integration, which may not be readily available at a social enterprise or a non-profit. Not to mention the time it takes to put it all together. 

Your solution also needs to be preemptively built to handle changes in data collection strategies. Otherwise, you will have to retrace your steps to rebuild your visualizations and reports when incorporating new information. 

This is obviously complex, time-consuming, and can seriously hamper your organization's ability to learn from the data and change intervention methodologies. 

As a baseline, you can create a systematic workflow between your data collection and visualization tools that your entire organization follows and lives by. 

However, your best bet is to look into a purpose-built tool like Impact cloud, which does all of the integration and legwork for you.  

Streamline your Donor reports

Often nonprofits have many different funding sources - including Individual and corporate Donors,  Government agencies, and Grant Makers.  Each funder is likely to have differing goals and requirements for impact reporting, which creates significant complexity for its overall data strategy. 

Unfortunately, most organizations do not have the technical capacity or time to cater to unique funding requirements, data collection, and reporting tools to each of their funders.

Your organization’s solution to this reporting overload is simple: alignment.  While you may have many donors to report to, odds are there is much overlap between what your desired impact is and what each donor is looking for. 

By working backward and aligning your Theory of change with your program and the donors who fund it, you will streamline your reports down to the data points and information that matters across all of the organizations involved. 

This approach will allow you to ensure that your activities, output, and outcome from your theory of change model align with your data collection regardless of where your data originates from or where it is going.

This will save you significant amounts of time and headache in the long run and result in higher quality reports to your funders.

Build an effective reporting framework

For organizations that are collecting data from multiple sources such as different programs, locations, or systems, the process of stitching everything together in a way that aligns with aggregated reporting requirements and ultimately with global goals can be a monumental task.

Your organization will need to systematically develop its own effective reporting framework that maps Global or SDG goals to your organizations’ own metrics. 

Build specific reports beyond visualizations

While visualization is an important component in conveying results to a stakeholder, funders are typically looking for more detailed insight. Your organization’s reporting system should be designed to be able to provide detailed reports: efficiently.

  • A Comparison of results between similar grantees or investees
  • Geographical results comparisons
  • Overall portfolio alignment with SDG Goals
  • Progress towards internal impact or SDG goals
  • Overall portfolio comparison
  • A Comparison between target, forecast and actual value
  • An Impact Scorecard
  • Impact Management Project-Based Reporting 
  • And, Narrative oriented reporting such as annual reporting.

Depending on your stakeholder reporting, a system must provide flexible, accurate, and comprehensive insights that inform effective learning and decisions.

 By ensuring that you can handle requests like these from the top of your data collection strategy down to your report builder, you will never be caught in a situation where you can’t access the specific information a funder needs to help keep your programs running and thriving.

We understand that organizations just like yours face challenges with impact management daily. So we’ve developed a platform that streamlines the process of impact management. Impact Cloud is a comprehensive solution that eliminates the need to integrate many tools from impact strategy, data collection, program data management, data analysis, dashboarding, reporting, and more.

With this approach, you will  -

  • Save months worth of reporting time
  • Focus on high-quality data collection over number-crunching
  • And, Align your reporting to each funder’s metrics and reporting frequency

Monitoring and Evaluation Resources


In conclusion, monitoring and evaluation are essential tools for organizations to ensure that their programs and projects are achieving their intended goals and making a positive impact. By regularly collecting and analyzing data, organizations can identify areas for improvement, adjust their strategies as needed, and demonstrate their impact to stakeholders. However, it is important to note that monitoring and evaluation should be an ongoing process, not a one-time event, and that it should involve all relevant stakeholders, including program beneficiaries. Additionally, it is important to use appropriate methods and tools for data collection and analysis, and to ensure that the data is accurate, reliable, and valid.