Use Case guide
Build an impact measurement plan your team can use
Choose evidence to fit the decision, distinguish delivery from change, and connect collection to review and action.
Impact measurementRead guide ↗
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Practical guides and lessons on impact measurement, reporting, research and data. Start with the question in front of you.
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50 selected Use Case guides · 8 Academy lessons · One search
A few useful places to start.
Clear search58 articles
Use Case guide
Build a repeatable impact reporting process
Keep definitions, evidence and review decisions connected while preparing useful views for funders, program teams and boards.
ReportingRead guide ↗
Academy lesson
Trace a report claim back to its evidence
Build an inspectable trail from a number, theme or narrative claim to its definition, source snapshot, calculation and review.
ReportingRead lesson ↗
Use Case guide
Ask members questions you can act on
Adapt a focused question set, separate members from representatives, and report satisfaction alongside response coverage.
Research & evaluationRead guide ↗
Use Case guide
Explain how your work is expected to lead to change
Build a theory of change with explicit assumptions, alternative explanations and evidence that can challenge the model.
Impact measurementRead guide ↗
Academy lesson
Build shared definitions for your program data
Create a small data dictionary with field definitions, missing-value rules, owners and versions, then test one complete record.
Data collection & analysisRead lesson ↗
Use Case guide
Build a rubric reviewers can explain
Create criteria and observable score anchors, work through a fellowship example, and preserve reviewer reasoning.
Governance & practiceRead guide ↗
Use Case guide
Find out whether training changed practice
Define an observable behavior, plan follow-up, and interpret application rates with missing responses and opportunity in view.
Impact measurementRead guide ↗
Use Case guide
Start your impact report with a clear structure
Use seven adaptable sections, a worked sample and a claim-to-source register to write findings with visible limitations.
ReportingRead guide ↗
Academy lesson
Combine program results without losing meaning
Practice combining comparable results, calculating the right reporting base and showing incompatible measures, missing data and overlap separately.
ReportingRead lesson ↗
Use Case guide
Make the next handoff clear
Map a participant journey, identify decisions and owners, and test what happens when a handoff or follow-up fails.
Governance & practiceRead guide ↗
Use Case guide
See four survey reports worked through
Use training, customer, employee and partner examples to connect findings, coverage, limitations and next actions.
ReportingRead guide ↗
Use Case guide
Make one portfolio number traceable
Connect organizations, agreements, periods and sources; resolve incompatible definitions before adding results together.
Data collection & analysisRead guide ↗
Use Case guide
Keep supplier evidence in its proper context
Distinguish suppliers, sites, documents and findings, then assign follow-up and check whether the response worked.
Governance & practiceRead guide ↗
Use Case guide
Connect the account, contact and feedback
Plan useful collection moments and compare responses without letting one large or vocal account stand for every customer.
Research & evaluationRead guide ↗
Use Case guide
Plan employee feedback beyond the score
Calculate eNPS, show participation, explain confidentiality and return a useful response to employees.
Research & evaluationRead guide ↗
Use Case guide
Build a shared core of survey questions
Use question examples for six stakeholder groups and keep local questions useful without losing comparison.
Research & evaluationRead guide ↗
Use Case guide
Plan the next survey wave
Choose who to follow, link responses appropriately, and show invitations, responses and usable matches separately.
Research & evaluationRead guide ↗
Use Case guide
Make case records useful to the next person
Improve notes, handoffs, review schedules and access so staff can understand the current plan and act on it.
Governance & practiceRead guide ↗
Use Case guide
Carry the person’s goals through each stage
Connect intake, planning, coordination and review with a practical handoff example and a clear record of what comes next.
Governance & practiceRead guide ↗
Use Case guide
Find the problem before choosing training
Use three levels of assessment and a worked example to separate learning needs from operational barriers.
Research & evaluationRead guide ↗
Use Case guide
Build a short training feedback survey
Choose questions for a specific decision, plan collection and coverage, and prepare to review the answers.
Research & evaluationRead guide ↗
Use Case guide
Give every training metric a clear denominator
Use formulas and a worked scorecard to distinguish participation, learning, application and results.
Impact measurementRead guide ↗
Use Case guide
Review the review process
Examine criteria, blind review and reviewer disagreement without treating a score difference as proof of bias.
Governance & practiceRead guide ↗
Use Case guide
Check an AI-assisted application score
Inspect the criterion, source evidence and uncertainty, then test consistency and define who approves the decision.
Data collection & analysisRead guide ↗
Use Case guide
Keep grant outcomes connected to the award
Link the approved plan, reporting periods and later evidence, including amendments and missing follow-up.
Impact measurementRead guide ↗
Use Case guide
Build a scorecard people can question
Use a reusable structure and worked example to connect each status to its definition, coverage, evidence and next action.
Impact measurementRead guide ↗
Use Case guide
Turn diligence questions into a monitoring plan
Assess the evidence behind an impact thesis, record uncertainty, and carry useful questions into later investee updates.
Impact measurementRead guide ↗
Use Case guide
Prepare a board pack around decisions
Use a practical outline and worked decision brief to show what changed, what is missing and what the board needs to decide.
ReportingRead guide ↗
Use Case guide
Run a useful recurring partner review
Connect delivery evidence, partner experience and shared definitions with a worked review and explicit reporting bases.
Data collection & analysisRead guide ↗
Use Case guide
Move from a concern to a reviewed finding
Keep signals, findings and decisions distinct, preserve conflicting evidence, and make response ownership visible.
Governance & practiceRead guide ↗
Use Case guide
Carry customer feedback through to follow-up
Connect check-ins, service history, reviewed findings and action owners, then check what the customer experienced afterward.
Data collection & analysisRead guide ↗
Use Case guide
Turn NPS comments into owned follow-up
Use response examples, status definitions and a worked report to track what the team did and what remains unresolved.
Data collection & analysisRead guide ↗
Use Case guide
Turn a 360 report into a development plan
Choose relevant raters and clear behaviors, protect confidentiality, and use a worked example to plan and review an action.
Research & evaluationRead guide ↗
Use Case guide
Define employee measures before building the dashboard
Choose relevant measures, make denominators explicit, and handle small groups and changing workforce context carefully.
Impact measurementRead guide ↗
Use Case guide
Turn open responses into findings you can check
Build and review a codebook, examine worked coding examples, and report themes with clear denominators and limits.
Data collection & analysisRead guide ↗
Use Case guide
Check what AI found in a document
Work through a partner-report review, test extraction and interpretation, and check whether cited passages support the answer.
Data collection & analysisRead guide ↗
Use Case guide
Choose a collection method for the question
Compare surveys, interviews, observation and records, then create a collection plan that keeps sources and responsibilities clear.
Data collection & analysisRead guide ↗
Use Case guide
Build a survey scorecard with clear reporting bases
Separate participation, quality, experience and outcome measures using formulas and a worked scorecard.
Research & evaluationRead guide ↗
Use Case guide
Separate what you delivered from what changed
Use examples across five settings to distinguish outputs, outcomes and impact, then write indicators with clear definitions.
Impact measurementRead guide ↗
Use Case guide
Turn your theory of change into a working worksheet
Adapt an editable worksheet, use a filled example, and assign evidence questions, review responsibilities and the next revision.
Impact measurementRead guide ↗
Use Case guide
Choose measures that answer a real decision
Use practical metric examples and a definition template to specify the population, calculation, source and follow-up period.
Impact measurementRead guide ↗
Use Case guide
Build a practical monitoring and evaluation plan
Set the questions, measures, sources, timing and owners; use a worked example to keep monitoring and evaluation connected.
Impact measurementRead guide ↗
Use Case guide
Plan an evaluation around the question you need answered
Choose the evaluation purpose and evidence, fill a concise plan, and connect findings to a decision and responsible owner.
Impact measurementRead guide ↗
Use Case guide
Interpret outcome change with the right comparison
Compare matched and unmatched results, make missing follow-up visible, and report only what the evaluation design supports.
Impact measurementRead guide ↗
Use Case guide
Decide what your evidence can say about impact
Understand causal questions, common evaluation designs and the difference between observed change and an attributable effect.
Impact measurementRead guide ↗
Use Case guide
Prepare a grant report from the award requirements
Build a requirements register, adapt a six-section outline, and reuse evidence across funders without mixing incompatible measures.
ReportingRead guide ↗
Use Case guide
Bring program results into one useful nonprofit report
Count people and participation accurately, preserve program differences, and show outcome coverage alongside organization-wide findings.
ReportingRead guide ↗
Use Case guide
Explain a donor’s contribution without overstating it
Use a donor-report outline and youth-program example to connect the gift, results, source evidence and appropriate next steps.
ReportingRead guide ↗
Use Case guide
Write an impact story readers can trust
Adapt a story structure, connect individual accounts to evidence, and preserve contributors’ permission, dignity and voice.
ReportingRead guide ↗
Use Case guide
Agree a shared measurement plan across partners
Choose a small common core, preserve local detail, avoid double-counting and organize a reporting cycle partners can maintain.
Impact measurementRead guide ↗
Use Case guide
Choose impact survey questions with a clear purpose
Adapt 26 questions by evidence need, response format and timing, then plan matching and explain which respondents the findings represent.
Impact measurementRead guide ↗
Use Case guide
Understand youth outcomes alongside young people’s voices
Choose relevant outcomes, plan the participant journey, examine follow-up coverage and return findings young people can use.
Impact measurementRead guide ↗
Academy lesson
Check whether an AI-assisted result is correct
Build five known-answer checks for counts, missing responses, duplicates and corrections; review interpretation separately from calculation.
Data collection & analysisRead lesson ↗
Academy lesson
Map reporting requirements to usable evidence
Connect each reporting request to an approved measure, evidence source, collection moment, gap and responsible owner.
ReportingRead lesson ↗
Academy lesson
Prepare your evidence before an AI pilot
Build a one-page evidence register with definitions, owners, permitted uses and source checks, then test it with deliberate errors.
Governance & practiceRead lesson ↗
Academy lesson
Change a survey question and preserve its history
Classify an edit, preserve the original question and write a change log that explains whether earlier and later responses remain comparable.
Research & evaluationRead lesson ↗
Academy lesson
Clean survey comments without changing their meaning
Preserve original answers, separate response status from themes and keep a cleaning log with explicit denominators and duplicate rules.
Research & evaluationRead lesson ↗
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into a working practice.
Use Case guides answer a practical question. Academy lessons help you build the skill through an exercise. For a complete learning path, choose an Academy course.
Find your free course- 01Choose the workflow you manage.
- 02Work through a practical example.
- 03Bring what you learn to your team.