Measuring Impact In CSI MICHELLE YORKE MICHELLE@CSISOLUTIONS.CO.ZA CSI SOLUTIONS.CO.ZA AND CSR LIBRARY.CO.ZA Why Measure Impact? Impact is the new buzz word but what’s the relevance? 2004 – White elephant projects Multi national corporate projects Classrooms – used as storage – no teachers Computer centre – no skilled teacher or electricity Large commercial veg garden, funded by the EU, goats grazing in the field Research project :The CSI Toolkit 18 months of in-depth research Interviews with corporates & NGO’s Desktop research CSI dialogue sessions with practitioners Site visits Project evaluations Which resulted in The CSI Toolkit http://www.csisolutions.co.za/csi-toolkit.php CSI Process CSI in SA: Making an Impact SA has been active in CSI for 15 years Estimated spend in SA in 2012 was about R6.5 billion Biggest Spenders include (Trialogue 2011) 600 512 500 400 314 300 200 134 100 132 119 105 88 85 0 R(m) Truworths Impala Platinum Anglo American SAWoolworths KumbaIron Ore Standard Bank Group Anglo Platinum Transnet Foundation 83 83 Absa Harmony CSI Reporting But there is little evidence of impact, as most report on what they are spending and not what they have achieved. Shift focus from reporting on inputs and outputs of spending, to impact. Saying you spent R10 million does not instill confidence in your shareholders. Reporting that you up-skilled 100 people who are now in the job market and contributing to the economy is not only far more meaningful, but also more credible. Understanding Impact CSI is an investment Impact Community: clear, measurable changes in social issues being addressed; Business: “bottom –line” E.g. client retention to ensure sustainable commercial success Selecting Projects Often projects are undertaken due to: Great professional proposal Awesome marketing potential Limited planning and thought about REAL impact Short sighted, Leads to … Implied Impact Largely – Storytelling, PR May benefit in the short term but doubtful that sustainable Little credibility – people starting to ask questions Doesn’t inform grant-maker Impact limited as you don’t know what you don’t know (how to improve, lessons learnt, develop models) Leads to frustrated grant-maker & beneficiary Little support and understanding from board Intended Impact Everything your company does has an impact on: the environment, community, marketplace and workplace Clearly identify WHAT you want to achieve? What do you intend the impact of the intervention to be: i.e. how will your intervention make an impact. e.g. Impact= To improve maths and english marks. Or To train computer skills? Who agrees that if you have done this you have made a sustainable impact? Yes/no Impact is the ULTIMATE IMPACT However, we need to ask… Why do you want people to have skills or have good Maths and English marks? If that’s where it ends then all we have achieved is people sitting at home with computer skills, and great Maths marks…. Impact = END RESULT Surely, you want people to be employed or start their own businesses to employ people? Now that would be sustainable impact! So once you know what the impact should be and what you need to measure, its easy… What’s MY impact You can’t measure your impact if you don’t know where it started… Baseline Study Snapshot of the before… Example: Baseline No Baseline With Baseline Input: R600 000 R600 000 Output after investment: 103 Bee Hives 103 Bee Hives Base line: # prior to investment ???? 100 hives Impact = 103 Bee Hives earning 103-100 = 3 Bee Hives earning How SA companies are doing M&E? (Trialogue, 2011) Impact Process Step 1 - Set Goals: For business For community Step 2 - Clarify your Intended Impact Step 3 - Set indicators Involve stakeholders Step 3 – Conduct baseline Step 4 - Value Inputs (cash, time, in-kind) Step 5 – Ongoing monitoring Conduct site visits: collecting data Step 6 - Measure outputs : # beneficiaries Step 7 - Measure impact Keep it logical INPUT INPUT If we use …. R224 000 ACTIVITIES To ….. train 40 learners on english and numeracy OUTPUT Then … will result 40 illiterate youths develop their numerical and communication skills IMPACT Which will change …… 40 youths’ prospects of employability and income generation Case Study: Nkosinathi High School Identifying a school within a 25 km radius of the business Criteria: a headmaster who is a good leader, and a well-managed school. Nkosinathi High School, a well-established school located in Inanda. 1,200 learners, severe overcrowding, not enough high schools in the area The smallest class had 41 learners and the largest 140 Matric pass rate was about 60%. Partnership: Commitment from the Department of Education allocated more teachers and furniture would be provided for new classrooms. Agreed to build three new classrooms and a toilet block The project got started in 2010. Nkosinathi– Impact Evaluation Measuring Project Impact Planning is the first step in the evaluation process. We monitor and evaluate in order to ensure the project makes an impact. Measuring impact is a process, which entails ongoing M&E. It is not a push button exercise in which you will achieve 100% with your first attempt. Qualitative can become Quantitative There is no one way, it can be as long or as in depth as you need it to be. Example: Measuring Impact: Keep it simple! Problem identified: Cholera outbreak every year in a community Why (Analysis of problem): There is a lack of clean drinking water What is the solution (Project): Provision of 10 boreholes to community How will we know it’s a success (Indicators of achievement): There will be a 50% reduction in the number of cholera cases by year 3 Impact (Result): After year 3, there was a 65% reduction in cholera cases M&E in summary Do… Don’t… Be clear about your goals before you start measuring Don’t think measurement alone will improve results Identify who will use the results Don’t over engineer the process and how Involve your stakeholders Use a robust methodology Distinguish between inputs, outputs and impact Don’t always do it alone external evaluators Don’t communicate only the positive aspects, share lessons Don’t measure everything – be sure you are focused To Maximise your Impact Learn from SA & our MANY mistakes! Meet & support your peers – it is a lonely road Don’t see CSI as a purely branding platform where competitiveness takes over Work together and don’t let corporate ego’s take over More can be achieved through partnership Responsibility Outcomes Measure investment skills Strategy Measures monitor INDICATOR S capacity M&E Baseline Benchmark Exit strategy CSI Connect Sustainable development Community Benefits SROI Economic IMPACT development Planning Business benefits Development EVALUATE Governance IMPACT Sustainability Stakeholder INDICATORS Transparent