Updating your Social Impact Report Social Impact reporting process - - PowerPoint PPT Presentation

updating your social impact report
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Updating your Social Impact Report Social Impact reporting process - - PowerPoint PPT Presentation

Updating your Social Impact Report Social Impact reporting process January 9, 2020 Finalizing Report Contents Name, description, start/end date of report, logo, Overview and report stage Social category, type of intervention, frequency


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Updating your Social Impact Report

Social Impact reporting process January 9, 2020

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Finalizing Report Contents

Update as needed Overview Name, description, start/end date of report, logo, and report stage Intervention Social category, type of intervention, frequency and duration of engagement, and description Beneficiaries Location, demographic categories (%), description Update with actuals Outcomes Logic model template, relevant indicators, indicator customization, backup documentation Budget Direct (cash, in-kind) and overhead (cash, in- kind), backup documentation, notes Populate Narratives Narrative Success stories, lessons learned

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Log into your existing account

Log into your account using the email address used to create your initial report in 2019. Forgot your password? Click Create a new one

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To Do List: Reports to be finalized

Your Initial report shows up in this section

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Report Builder: Overview

Select current report stage: Final Report

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Update success definition

Report Builder: Outcomes – Update Indicators

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Update success definition Review threshold / level of achievement

Report Builder: Outcomes – Update Indicator Descriptions

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Update current forecast Add actual number that achieve level of success during reporting period

Report Builder: Outcomes – Update Indicator Actuals

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Update measurement category, if needed

Report Builder: Outcomes – Update measurement

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Report Builder: Outcomes – Update backup

Upload measurement instruments, if needed

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Report Builder: Outcomes – Indicator Measurement

Update measurement description, if needed

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Report Builder: Budget

Add current forecast of total summary budget for program

  • verall
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Report Builder: Narratives – Lessons Learned

Add Lessons Learned

  • What do you wish you had

done differently?

  • What tips would you give

to others thinking about implementing a similar program?

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Report Builder: Narratives – Success Story

Add Success Story

  • What stories best illustrate

the value your program is generating?

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Report Builder: Impact Receipt

Review Impact Receipt and Submit

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Report Builder: Final Review

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Thank you! Questions? You can reach out support@trueimpact.com to reach the full team or the True Impact staff member you’ve been working with most closely.