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PRACTICAL GUIDE

HOW TO MEASURE
SOCIAL IMPACT

A step-by-step guide to quantifying social value, calculating ROI, and proving your nonprofit's impact to funders and stakeholders.

WHAT IS SOCIAL IMPACT?

Social impact is the effect your organization has on people's lives and communities—the lasting changes that occur because of your work. It goes beyond counting outputs (meals served, clients counseled) to measuring outcomes (hunger reduced, mental health improved, economic mobility achieved).

Measuring social impact means assigning metrics and, often, economic value to these outcomes. This allows you to compare programs, communicate with funders, allocate resources efficiently, and demonstrate accountability.

THE 5-STEP PROCESS

01

Define Your Theory of Change

Map how your activities lead to outcomes. What changes because of your work? Be specific: 'Job placements' not 'helping people.'

Example:

Youth job training → skill development → job placement → increased income → reduced poverty

02

Identify Measurable Outcomes

Choose outcomes you can track with data. Avoid vague goals like 'empower communities'—use concrete metrics.

Example:

Measurable: 50 youth placed in full-time employment within 90 days. Not measurable: Youth feel more confident.

03

Assign Proxy Values

Use research-backed values to monetize outcomes. Our SROI calculator includes values from WSIPP, HACT, and Robin Hood Foundation.

Example:

Job placement value: $45,000 (lifetime earnings increase from employment, WSIPP)

04

Apply Discount Factors

Account for deadweight (what would've happened anyway), attribution (other contributors), and displacement (negative effects).

Example:

If 20% would've found jobs without you, apply 20% deadweight discount

05

Calculate Your Ratio

Divide total social value by investment. A 3:1 ratio means every $1 invested creates $3 in social value.

Example:

$150K investment → $450K social value = 3:1 SROI ratio

MEASUREMENT METHODS COMPARED

MethodTime RequiredCostCredibilityBest For
SROI Calculator1-2 hoursFreeMediumGrant narratives, board reports
Full SROI Audit3-6 months$15K-$50KHighMajor funders, regulatory compliance
Impact Survey1-3 months$2K-$10KMediumBeneficiary feedback, outcomes
Randomized Trial1-2 years$50K+Very HighAcademic research, causation
DashboardsOngoing$5K-$20K setupMediumInternal tracking, KPIs

COMMON MISTAKES TO AVOID

Confusing Outputs with Outcomes

Why it matters: Outputs are activities (workshops held). Outcomes are changes (skills gained). Funders want outcomes.

How to fix: Always ask: 'So what?' If you trained 100 people, what happened to them after?

Cherry-Picking Metrics

Why it matters: Only reporting successes creates distorted pictures and erodes trust when problems emerge.

How to fix: Report negative findings honestly. Show what didn't work and what you learned.

Overclaiming Impact

Why it matters: Claiming 100% credit when other factors contributed makes evaluation non-credible.

How to fix: Apply deadweight, attribution, and displacement discounts to account for other influences.

Using Arbitrary Proxy Values

Why it matters: Making up values ('we think a job is worth $10K') undermines the entire calculation.

How to fix: Use peer-reviewed values from WSIPP, HACT, Robin Hood Foundation, or government sources.

No Baseline Data

Why it matters: Without knowing where beneficiaries started, you can't prove you caused the change.

How to fix: Collect baseline data before program launch, or use control groups for comparison.

Ignoring Cost-Effectiveness

Why it matters: High total impact isn't useful if costs are unsustainable or inefficient.

How to fix: Track cost per outcome and compare to alternative interventions.

READY TO
PROVE YOUR IMPACT?

These tools get you started. We can help you build custom evaluation frameworks, automate impact reporting, and create stakeholder dashboards.