1 Your motivation
2 Your vision
4 Impact Map
5 Your indicators
6 Make a plan
7 Collect data
8 Analyse information
9 Share information
10 Learning & action
1 Your motivation
Know why you’re proving and improving.
Developing your ideas about what is important to measure, frames the work you will do throughout the proving and improving process. Lay out your priorities, and get the important people within your organisation together to discuss these and come to an agreement.
Proving and Improving Tool comparison chart can help by spelling out some of the available approaches to proving and improving. These can help to identify the various tools and methods that would apply to your organisation, and to see which ones may not be useful given your circumstances and needs.
Case Study – The Surf Centre’s Motivation
2 Your vision
Know where your organisation is headed.
Make sure there is an agreed mission for the organisation. Implementing a strategic review or hiring a strategy consultant can be helpful. Once a mission has been agreed, it’s important to set out the key objectives remembering to encompass all the aims of the organisation.
Social, environmental, economic objective
- What does the organisation want to change in the world?
- How it will go about creating change or benefiting people, communities, society or the environment?
- What does it need to do to act in a way consistent with its values?
- What does the organisation need to do to sustain its work financially, or even to create surpluses?
- What does it need to do in order to provide high quality goods or services?
- What does it need to be able to do internally to be a well-run organisation?
Identify your stakeholders
In order to meet its objectives, the organisation needs to know the people and groups affected by, or affecting, its work – the stakeholders.
Knowing who your stakeholders are will help you to:
- Understand the effects of your activities, whether they were anticipated or unexpected, positive or negative.
- Identify, and then respond to, their concerns and the issues they raise.
There are all kinds of ways of doing this – a list, a chart, putting people and organisations on a geographic map, or making a ‘mind map’ (a technique for arranging ideas and their interconnections visually).
Case study – Jesmond Pool
Below is an example of how Jesmond Pool in Newcastle mapped out its various stakeholders as part of its Social Accounting Process.
Jesmond Pool is run as a social enterprise by the Jesmond Swimming Project to create leisure opportunities for the people of Jesmond and the wider community. The community took over a pool that the Council had decided to close, and turned it around from earning around £30,000 per year to nearly £500,000 per year. Jesmond Pool use social accounting to show their value to the community and to ensure they are living up to their values and meeting their goals. Jesmond Pool produced a stakeholder map as part of its social accounting process.
4 Impact map
Mapping it out or creating a Theory of Change
This step helps to link your mission, your objectives, and your activities with their results, by thinking through the model for how and why you make things happen. This can be called developing a Theory of Change.
You can use the Impact Map or another tool to help you to think through how you create social, environmental, or economic change; how you reach your business goals; and how you act according to your values. This process can be simple, using a piece of plain paper, or can be very complex, involving a full strategy map for a large and complicated organisation. This can be the basis for useful conversations both internally and with different people who matter to the organisation.
Here are some questions that can arise when an organisation asks how it creates change:
- Do our activities really lead to the most important outcomes to reach the mission – are the activities necessary?
- Are they strategically important for the social side, the enterprise side, or both?
- Can our activities be changed to create more positive benefit, better outcomes or further progress toward our mission?
- Do our activities lead to any negative outcomes for anyone? Could a change to the activity, or undertaking a different activity with the same objectives and outcomes, minimise these negative effects?
- It’s easy to lay out your theory about how you are going to change things in the world; how you are going to achieve your business goals; or how you are acting in accord with your values. The table below gives you the skeleton.
The Building blocks of the Impact Map
|Resources of all kinds||What the organisation does||The direct result of an activity||The longer term change is wants to see in people, communities, or areas if affects||Fulfiling: Its mission
Its business strategy
The values it holds
This chart can help you think how your activities lead to change if you ask these questions after each column:
- Why is that important – how does that lead to the change we want to see?
- How do we know?
Case Study – The Surf Centre’s Impact Map
Sample Indicator Bank
5 Your indicators
Indicators are an effective way to help you answer the question ‘how do we know?’. Once you have decided how to bring about change, you can ask yourself how do you know:
- That the activities have happened?
- That they have created the immediate results you intended?
- That they are leading to longer-term change?
- That these longer-term changes will help you to reach your mission in the broader sense?
- ‘How do we know?’ What evidence there is to show that the expected changes are happening in reality, either on the social/environmental/economic side or on the business side. Use this question as a way to link the columns together in a chain of cause-and-effect relationships.
- ‘What happened for you?’ This is another way of linking activities to their outputs, and outputs to the longer-term outcomes. Asking each stakeholder ‘what happened for you’ as a result of the organisation’s activities helps you to find out the expected and unexpected short-term and longer-term results of an activity.
By asking these two questions you will start to uncover the assumptions you are making about cause and effect – and develop indicators of your outcomes and impacts.
Developing and measuring indicators can help you to discover whether, and how, your activities use resources in creating the most effective outputs and outcomes, and whether any negative outcomes result from your work.
6 Make a plan
After choosing what’s important to know, and therefore what to measure, the organisation needs to decide on its methods for getting the information or consulting with people. This will involve comparing the options based on the type of information you are seeking, the people you seek to consult and the time and resources that are available to get the job done. A reference chart, Ways of Asking Questions, in the measuring impact section is designed to help you make these decisions.
7 Collect data
Collecting information is an important part of the process of continual proving and improving. This can be done by asking people to report on something that’s happened to them, by observing that change has happened, or by using some sort of tool to measure the presence or absence of a change. One way to collect information on the extent to which change has taken place is by using a tool called the Outcomes Star. Originally developed by Triangle Consulting as a tool for measuring the outcome of work with homeless people, it provides a means of capturing distance travelled by clients along multiple outcome domains (e.g. mental health, autonomy, money). Alternative versions are available for women’s refuges, young care leavers/16–26-year-olds, and the mental health sector. For more details visit www.outcomes.org.uk. Other ways to collect information include:
- Surveys/questionnaires (post, email, telephone, face-to-face) either created within your organisation or adapted from diagnostic tests or pre-made scales (for an example of a pre-made scale see wellbeing questionnaire)
- Interviews – structured or unstructured – either administered by telephone or face-to-face.
- Focus groups.
- Observation (participant observation, outside/structured usually helps).
- People’s expressions (diaries, journals, portfolios).
- Case studies.
How to Gather Information
Ways of collecting information
8 Analyse information
Analysing information you’ve collected throughout any proving and improving process can range from very simply drawing conclusions based on feedback to creating spreadsheets to hold information, so that you can look across various responses from different people. It can be done by one person and summarised in a report or it can done by a group of people as a basis for a discussion. You can see examples of this in the section, Measuring Impact .
9 Share information with others
Communicating the results of a proving and improving process need not be as formal or rigorous as presenting your financial accounts, but organisations have a responsibility to be accountable to their stakeholders and enable them to further participate in the planning, implementing and reviewing process. Some organisations choose to engage in a formal social accounting/ audit process.The organisation should also include in its communication an adequate response to stakeholders’ concerns and interests, even if it does not agree to or comply with all of them. Here are some ways of communicating and enabling further participation:
- Annual reports.
- Social/environmental accounts.
- An annual stakeholders’ meeting.
- Staff and trustees’ meetings.
- Funding reports.
- Marketing materials.
Many of the methods and approaches explained in the Tools section offer ways of reporting back to stakeholders on the issues being examined.
10 Learning & Action
Learning from your proving and improving process, and taking action to change for the better are essential. You can, and should, create changes based on what you have learned along the way. When you know if you are meeting certain quality standards, having the effects you intended, or living up to your values, you have an opportunity to change the way you operate, putting new ideas into plans, and making sure the resources to create change are in line. This can be both challenging and energising.