npc \ rnid impact reporting seminar slides
TRANSCRIPT
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Better impact reporting
An introduction to impact reporting
6 May 2011
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An introduction to impact reporting
08:45 Introduction & context
09:05 Case study
09:25 Discussionbarriers and solutions09:55 Feedback & questions
10:25 Wrap up
10:30 Close
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Introduction & context
About this seminar series
Why does impact reporting matter?
Who are impact reports for? What does good impact reporting look like?
How do we get there from here?
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About this seminar series
Demand for help to improve reporting
Better impact reportingfrom theory to practice
Introduction to impact reporting
Impact reporting and leadership
Impact reporting and communications
Part theorypart case studypart discussion
Introduction & context
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Why does impact reporting matter?
The new funding landscape
Public trust & accountability
Managing for greatest impact
Introduction & context
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Introduction & context
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Who are impact reports for?
Funders
Stakeholders & publicOrganisation
Commissioners Trusts & foundations Major donors Other donors
Beneficiaries Volunteers Media etc. Regulators
Trustees Management team Staff
Introduction & context
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What does good impact reporting
look like?
A clear narrative for the reader
NPC focuses on five key questions:
1. Whats the problem were trying to tackle?
2. What do we do to address it?
3. What does that achieve?
4. How do we know?5. How are we learning & improving?
Introduction & context
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How do we get there from here?
1. Start by reviewing current reporting
2. Identify gaps & areas for improvement
3. Identify/define responsibility for impact reporting4. Plan improvements in building blocks:
1. Strategy clarifying objectives, theory of change
2. Measurement embedding an impact approach
3. Communications reshaping around impact5. Test & learn
Introduction & context
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The impact cycle
Strategy
Problem well address
Objectives well achieve
Measure & Analyse
Outcomes
we achieve
Fundraise &
Communicate
Results donors
can achieve
Activities
Outputs
we deliver
Introduction & context
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Case study: RNID
Paul Breckell
Managing Director of Corporate Resources
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Lesson 1 The value of story
If we cannot
communicate what we do
effectively, then whatconfidence can anyone
have in the impact we
are really having?
RNID Impact Report
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Lesson 2 Simple and proportionate
What do I need to fly the plane?
Kaplan and Norton
I just keep it simple. Watch the
ball and play it on merit
Sachin Tendulkar
Everything should be made as
simple as possible; but not
simpler
Albert Einstein
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Lesson 3 Link performance
measurement to planning and reporting
Level 1: Annual -
external
Level 2: Annual -
internal
Level 3: Quarterly
Level 4:
Monthly
Level 5:
Ongoing
Impact
report and
annual
report andaccounts
Corporate plan
final performance
report
Top level
KPIs
Monthly reporting
of operational KPIs
Monitoring progress on
personal objectives
through 1:1 meetings
Detailed departmental monitoring
through team meetings etc.
Monthly Management Information
Budget
outturn
report
RAG
analysis
Finance
strategy
update
Cross
department
al working
report
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Lesson 4 Dont be put off because
comparison is difficultBrain Surgery
Immediate
Tangible
Major impact on beneficiaryBut impact on one person at a time
Rocket Science
Long Term
Primary research less tangible
More minor incremental impactBut impact of breakthrough is huge
Mitchell and Webb
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Lesson 5 True accountability
requires engagement
If you want to travel fast
then travel alone, if you
want to travel far then
travel with others
Masai saying
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Lesson 6 Be aware of the pitfalls
lLosing the complex and intangible
can be dangerous
lBeware focus on the measurable
rather than important
lRisks of not respecting the
beneficiary
lContradiction between accountability
and local empowerment
lCultural fit
lMay inhibit open and honest reporting
internal reporting bias
lMay inhibit open and honest reporting
external reporting bias
lCosts of collection can become an
internal industry
not everything that can be counted is important and not
everything that is important can be counted Albert
Einstein
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Discussion:
Better impact reporting
How can you improve your impact reporting?
What are the barriers to better reporting?
What are the (potential) solutions?
Tables grouped around your roles
Management & operations (4 tables)
Fundraising & comms (3 tables) Board & finance (1 table)
Performance, evaluation & research (1 table)
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What are the barriers to better
reporting?
Financially-
focused
reporting
Cultural
Technical
Resource
External
Impact-
focused
reporting
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What next?
Useful resources:
NPCs Talking about results
CFDG/Cass Business SchoolsImpact reporting in the UK charity sector
Forthcoming principles
If you still have questions or issues
Let us know in your feedback forms- Future events youd like to see
- Help you need with your impact cycle