Charity reporting 050216
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How using social impact measurement and reporting can help your charity with Public Benefit Reporting. Gauge provided a breakfast workshop with Harbinson Mulholland and Edwards & Co entitled "A Whole New World - Understanding the new reality for charity reporting"
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Charity reporting 050216
- 2. Public Benefit & Outcomes Public Benefit Reporting Measuring Impact – Prove it! Where to start Tools and sources of support Communicating Impact and Public Benefit Agenda
- 3. Around 35-44% of charities in NI registered with the Commission Full reporting required from 2016 Scope for confusion (language and terms) Importance of Outcomes Public Benefit – What we know
- 4. To be a charity in Northern Ireland an organisation: must have purposes which fall under one of 12 descriptions of purposes listed in the Charities Act and the purposes must be for the public benefit. Public Benefit – What we know Starting a charity Registering a charity Running your charity Reporting on your charity
- 5. “Effective public benefit reporting within the trustees’ annual report will tell a story that explains the links between the charity’s purposes, beneficiaries, activities and resulting benefits.” CCNI – Public benefit reporting Public Benefit – What we know
- 6. What a report would include Purposes Activities AchievementsBeneficiaries Harm & Private Benefit
- 7. Measuring Impact – Why? “Unless you measure something, it doesn't really exist in the minds of decision-makers.” John Beard, World Health Organization
- 8. • Size Capacity Measuring Impact – Why?
- 9. Internal/Management Performance Management Demonstrate value Communication & Marketing Attracting investment External/Funders Impact of grants, mission fit Accountability Demonstrate return on investment Assess value External/Policy Build a case for investment Accountability Measuring Impact – Your audience!
- 10. Growing rationale for Outcomes & Impact Strong and improving policy context and demand • Number of high profile fundraising scandals and charity closures in 2015 have rocked public confidence & emphasised importance of accountability • Inspiring Impact project is putting impact practice at the heart of the sector • Launch of The Code of Good Governance in Jan 2016 "Both outputs and outcomes measurement has been poor in the past, relying on anecdotes and case studies. Even accessing basic numbers of users has proved extremely problematic.“
- 11. Where do I start? Understanding the change Stakeholder Employee - Workplace Health initiative Activity Outputs Weekly weigh in Provision of diet & physical activity change techniques – NHS Choices guidance Charitable giving 20 businesses recruited 875 employee participants were engaged 6,645 lbs lost (equivalent to 475 stone) 1,390 inches lost from waists £30,000 raised for charity Outcome(s) Participants were fitter as result of improved levels of physical activity and improved diet Improved mental health Increased motivation and productivity
- 12. • Size Capacity Tools Volunteer Toolkit- designed to assess the impact of volunteer stakeholders Outcomes Star - utilise scales to measure progress Social Impact Tracker -monitor and report on engagement maintain session records for group-based and one-to-one activities Social Auditing – focuses on corporate accountability & responsibility LM3 – economic value in the community (Local Multiplier 3) Prove IT – was specifically designed to manage small and medium sized projects and evaluate impact Outcomes Based Accountability – planning and assessing performance of services Social Return on Investment (SROI) – can be used to evaluate or forecast the impact of a project providing a financial value
- 13. Gauge NI – What we can do for you Research and Evaluation Social Impact Specialists Social Return on Investment Impact Cards and Communication Training and Mentoring
- 14. Example Framework Economic development & Regeneration Social capital Jobs New enterprises Collaboration and partnership Reduction in the number of NEETS Vocational training Increase in tourism activity Health & Care Participation in sport or physical activity Mental health (self harm & suicide) and wellbeing Social interaction Community Safety & Community Pride Improved level of school attendance Social Wellbeing Anti-Social Behaviour, offending /re- offending, youth offending Family relationships Engagement in the arts Resilience Volunteering & civic engagement Environmental Wellbeing Increased utilisation of green space C02 emissions Increased biodiversity and conservation Example of recent social value framework based on four key themes and subsequent outcomes
- 15. SROI is based on seven principles: Involve stakeholders Understand what change is Value the things that matter Only include what is material Do not over-claim Be transparent Verify the result SROI Principles Six Stages of SROI: Establish scope & identify stakeholders Map outcomes Evidence outcomes and give them a value Establish a value Calculate Report, use and embed
- 17. Our Work
- 18. Utilising Impact Cards “Rather than just tell people how great we are and how important we are to the individuals and families we support, we can actually show them and prove it.” “We actually launched the report at an event in Stormont and have been back there twice to talk to politicians about our work and how valuable it is. We’ve also been to other events with MLAs and the first thing we give them is our impact card because it really does have an impact.” Community Transport Network NI “SROI makes a significant contribution to the understanding of the work we do; when you are trying to have a conversation about the benefits of your work it is a great tool to have to hand.”
- 19. Tips & thoughts It's impossible and unnecessary to measure and assess everything you do. You should only collect data you will use. Some outcome indicators could be deemed subjective and influenced by external factors. Credibility and accountability are two cornerstones of any monitoring and evaluation. Communicating the not‐so‐positive.
- 20. Useful resources • www.gaugeni.co.uk • www.inspiringimpactni.org • www.socialvalueint.org • www.globalvalueexchange.org • www.hact.org.uk • www.socialimpacttracker.org • www.neweconomics.org • www.proveandimprove.org • www.socialimpactscotland.org.uk • www.ces-vol.org.uk • www.ceni.org Stephen McGarry 02890 234414 07823 446122 stephen.mcgarry@gaugeni.co.uk @gauge_impact @steviemcgarry
- 21. “You can’t manage what you can’t measure”
Notes de l'éditeur
- 3,500/8,000-10,000 Full reports must include – online Annual Monitoring Return, Annual Accounts and Trustees Report It is this Trustees Report and the inclusive requirement to report on public benefit that has led us to this discussion today Confusion – outcomes and outputs but also achievements and performance
- As well as being critical to the registration of a charity the Public Benefit Reporting constitutes part of the Trustee Annual Report – whilst there is no specific section, or template, it should be included throughout … Public benefit reporting within the trustees’ annual report gives the charity an opportunity to engage the reader and give them a good understanding of the impact the charity has had across the year Benefit: This is the way in which an organisation’s purposes are beneficial and the extent to which they are beneficial. The nature of the public benefit and the way it may be demonstrated will be different for each purpose and for each organisation. Key to this is understanding and acknowledging WHO the intended beneficiaries are and how they might benefit Identifying your intended beneficiaries Identifying your benefits Ensuring your benefits are for the public Purposes must be beneficial, not harmful Private benefit must be incidental
- Your report will be available online alongside all other NI charities So… it is an opportunity for you to stand out as an organisation that has a significant impact to your supporters, funders and potential donors. Of course you can get away with saying the bare minimum about public benefit, but from our point of view want to be saying that the more they say the better e.g. impact report, impact card etc https://www.charitycommissionni.org.uk/media/111832/ccni-pbr1-public-benefit-reporting.pdf
- No guidance or legal requirement setting out how trustees must structure this summary of activities and achievements…just that you have regard for the principles of public benefit (i.e. BENEFIT & PUBLIC) A charity’s financial accounts alone do not provide all the information a reader would need to gain a full picture of the charity. For example, the charity accounts cannot easily explain: what the charity has done – its outputs what the charity has achieved - its outcomes what difference the charity has made – its impact and benefits Guidance ARR04 suggests that other relevant material may include IMPACT ASSESSMENT
- “Wider social and environmental costs and benefits for which there is no market price also need to be brought into any assessment – they should not be ignored because they are difficult to assess” – HM Treasury University of Kansas, March 18, 1968 Too much and for too long, we seemed to have surrendered personal excellence and community values in the mere accumulation of material things. GDP & GNP - It counts napalm and counts nuclear warheads and armored cars for the police to fight the riots in our cities. It counts Whitman's rifle and Speck's knife, and the television programs which glorify violence in order to sell toys to our children Yet the gross national product does not allow for the health of our children, the quality of their education or the joy of their play. It does not include the beauty of our poetry or the strength of our marriages, the intelligence of our public debate or the integrity of our public officials.
- Understand value for money Measure outcomes not just outputs Improves services Reconfigure services to better meet people’s needs Captures full picture – the difference Save… Why (via SROI Primer – NEF, LBS & Small Business Service, Philanthropy Ireland) Improved programme mgmt (more effective planning & evaluation) Increased understanding of the impact of your work Stronger communication to the people that matter Enhanced attention to the social, economic & environmental value created Against a backdrop of economic contraction and increasing pressure on Government budgets, the choices facing policymakers in terms of what programmes/ initiatives to fund become more challenging. Funders & Policy Makers are increasingly asking more critical questions such as “are we funding the right things ?” And “are we getting results from our spending?” Both of these questions can be answered through the application of SIM (and the various tools at our disposal)
- Types of report – Internal & Board – External & Stakeholders & Public Samantha Yamada Pine River TEDx York University 2012 http://www.youtube.com/watch?v=9NV9tJj9kgk Final Point - http://www.tubechop.com/watch/6973269 Embed code - <object width="425" height="344"><param name="movie" value="http://swf.tubechop.com/tubechop.swf?vurl=9NV9tJj9kgk&start=544.65&end=691.91&cid=6973269"></param><embed src="http://swf.tubechop.com/tubechop.swf?vurl=9NV9tJj9kgk&start=544.65&end=691.91&cid=6973269" type="application/x-shockwave-flash" allowfullscreen="true" width="425" height="344"></embed></object>
- The last few months will have shaken the public’s trust and confidence in charities. It has also demonstrated that a strong and effective regulator is crucial to ensuring that confidence is maintained. http://www.bbc.co.uk/news/uk-34508149 (2006, NPC report to Kids Co trustees) This theme continued to the end - when it closed, the charity claimed to have been supporting 15,933 young people "intensively", however, a handover process to London councils only came up with 1,699 clients. http://www.nicva.org/event/launch-of-revised-code-of-good-governance http://www.charitycommissionni.org.uk/charity-search/
- Start somewhere, start small but do something Perhaps with a simple outcomes framework You can assess your current activities using Measuring Up http://inspiringimpact.org/measuringup/ Complete the Self Assessment Tool from Social Value UK http://socialvalueuk.org/publications/sat
- https://www.wheel.ie/sites/default/files/Demonstrating_Impact_Report_Final-1.pdf Open source and ‘big data’ available: PSSRU HACT New Economy Inspiring Impact Global Value Exchange NISRA – CSO – Citizens Information
- Approach to program, project and policy evaluation that aims to account for non-financial outcomes using monetary values to represent them A way of reporting on value creation measuring social, environmental and economic results Includes a consistent approach with standard steps Strong emphasis on involving stakeholders http://socialvalueuk.org/what-is-sroi/principles Understand the way in which the organisation creates change through a dialogue with stakeholders Acknowledge and articulate all the values, objectives and stakeholders of the organisation before agreeing which aspects of the organisation are to be included in the scope; and determine what must be included in the account in order that stakeholders can make reasonable decisions Articulate clearly how activities create change and evaluate this through the evidence gathered Make comparisons of performance and impact using appropriate benchmarks, targets and external standards. Demonstrate the basis on which the findings may be considered accurate and honest; and showing that they will be reported to and discussed with stakeholders Use financial proxies for indicators in order to include the values of those excluded from markets in same terms as used in markets Ensure appropriate independent verification of the account
- Outcomes are the effects of your activities; the changes, benefits or learning that occurs as a result of the work you carry out. They are changes over time: something that is noticeably different for a person, target group or even community, after a week, six months or more Take care not to confuse outcomes with outputs or user satisfaction feedback. Inputs List the proposed investment accessed or required to deliver the proposed activities Activities List the core activities that will be delivered as a result of accessing the new asset Outputs List the number of those engaged in activities such as participants, users, project partners etc Outcome What are the proposed outcomes to be achieved for each stakeholder - Public Sector, Third Sector Organisation and wider Community Benefit Indicators How will you measure if the outcome has been achieved?
- So it is important you think carefully about what information your organisation actually needs and why. Evidence to demonstrate your impact and track your outputs is usually the most common and easiest information to gather. Focus initially on your programmes and work. Honesty is vital when collecting data. All organisations needs to ensure it is done fairly and accurately and that people who give you data are trusted and treated with respect. If things aren't going so well, you may be tempted to gloss over the problems or simply keep quiet about them. If you fail to tell the real story, others will assume there's nothing to tell, or will believe what others say about you.