principles of good impact

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    Principles of

    Good ImpactReportingFor charities and social enterprises

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    Charities and social enterprises that hope toengage, inorm and inspire their stakeholderstry to communicate clearly the impact o thei rwork. From local groups run by volunteers tonational charities employing thousands osta, all social organisations should tell theirstakeholders how they are ulflling theirpurpose and achieving the change t hatthey seek.

    Good impact reporting helps benefciaries,volunteers, donors, unders and othersupporters understand and engage with anorganisation. It also helps sta and trustees

    ocus on results and work to achieve theirvision. An organisation that is able to establishand explain its impact will have a strongoundation both or communicating its work,and also managing it to achieve the greatestpossible impact.

    This document sets outPrinciples of Good ImpactReporting, to help charities

    and social enterprises telltheir own story aboutimpact.

    The principles cover twothemes:

    how organisations shouldcommunicate their impact;and

    what organisations shouldcommunicate.

    By using these principles to

    demonstrate their impact,charities and socialenterprises can have astrong inuence on howthey are perceived. Theycan help to shi theprevailing focus away fromconcerns about

    administration costs orchief executives salaries,and towards what really

    matters: the dierence theymake in peoples lives.

    The principles can be usedfor whole organisations, butalso may be applied on aproject or multiple-project

    basis to explore how theywork at that level.

    The principles are notintended to be a compliancetool or a checklist. Rather,they can help guide anorganisations exploration of

    its own impact, and helpshape its communications.Charities and socialenterprises may wish toreview their existingreporting against theprinciples to identify areasto strengthen or to create a

    structure forcommunications. Fundersmay wish to use the

    principles within theirapplication or reportingprocesses to structure thequestions they ask aboutimpact.

    The principles have beenwritten to minimise the useof jargon, and explaintechnical terms when theyare used in the attachedGlossary.

    Ultimately, the Principles ofGood Impact Reporting aim

    to help you to tell your storybettermore clearly, moreopenly, in a way that helpsyou to focus on whats mostimportant, and helps you toachieve even more for thoseyoure tryi ng to help.

    Introduction

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    Applying the principles

    The Principles o Good ImpactReporting aim to guide charitiesand social enterprises throughcommunicating their impact,including:

    annual reports, annual reviewsand impact reports;

    management information, boardreports and organisationalreviews;

    reports to funders, supporters,investors a nd commissioners;

    internal communications withsta and volunteers

    communications materials,such as websites, brochuresand leaets;

    fundraising materials;

    key messages about theorganisation; and

    communications with, andfeedback and responses from,its beneciaries.

    I applied appropriately, theprinciples can help you to:

    be accountable to yourstakeholders, engaging them inopen and honest dialogue;

    engage and inspire supportersand potential supporters;

    review your activities and impactagainst your vision and purpose;

    challenge your assumptions andrevise strategies and plans;

    motivate and involve sta andvolunteers; and

    ensure that you are helping yourbeneciaries in the best waypossible.

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    There are six general pri nciples that defne how organisationsshould communicate their impact:

    1 Clarity: The reader can quicklyand easily understand theorganisation through a coherentnarrative that connects charitableaims, plans, activities and results.

    2 Accessibility: Relevantinformation can be found byanyone who looks for it, in a rangeof formats suitable for dierentstakeholders.

    3 Transparency:Reporting isfull, open and honest.

    4 Accountability:Reportingconnects with stakeholders,partners and beneciaries to tellthem what they need to know,and provide reassurance.

    5 Verifability:Claims aboutimpact are backed upappropriately, allowing othersto review. This can range f rominformal stakeholder feedbackto external audit.

    6 Proportionality:The leveland detail of reporting reectsthe size and complexity of theorganisation, and the complexity

    of the changes theyre trying tobring about.

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    There are six speci fc principles that defne what organisationsshould communicate about their impact:

    1 Clear purpose Why do we exist? What

    issue are we ultimately

    trying to tackle?

    What overall impact do wewant to have? Whatchange do we seek?

    What impact do our keystakeholders want us tohave?

    2 Defned aims What are our specic short

    and long-term aims?

    How does achieving theseaims help us achieve ouroverall purpose/impact?

    3 Coherentactivities What activities do we carry

    out to achieve our aims?

    What resources do we useto make these activitieshappen?

    What are the outputs ofthese activities?

    How do our activities helpus achieve our aims andcreate change?

    Are our activities part of acoherent plan?

    4 Demonstratedresults What outcomes/impact are

    we achieving against our

    aims?

    What impact are weachieving against theoverall change we seek?

    5 Evidence How do we know what we

    are achieving?

    Do we have relevant,proportionate evidence ofour outcomes and impact?

    Are we sharin g evidence toback up the claims wemake?

    Are we seeking feedback,review and input whereappropriate?

    6 Lessons learned What are we learning

    about our work?

    How are wecommunicating what welearn?

    How are we improving andchanging f rom what welearn?

    What has happened thatwe didnt expect (positiveand negative)?

    Are we allocatingresources to best eect?

    What should charities, social enterprises

    and community organisations

    communicate about impact?

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    Glossary

    (see jargonbuster.org.uk for further morecomprehensive denitions)

    Impact the overall dierence you

    make to those youretrying to help

    the long-term, big picture,

    general change you makeOutcome the dierence an activity

    makes to those youretrying to help

    the short-term, specicchange you make

    Aim the dierence you want

    to make to those youretrying to help

    can be shor t-term and/or

    long-termResources whats required to do the

    work, also known asinputs

    can include nancialcosts, in kind donations,volunteer time