Measure of Success:
Creating Tools & Processes to
Report Impact
Funding For Good
Funding For Good
Owner, Mandy Pearce
Lead Consultant, Marie Palacios
O | 704.614.8703
E | team@fundingforgood.org
W | www.fundingforgood.org
TODAY’S TOPICS
Impact Reporting- What it is and why it is important
SMART Goals
Segmenting Data
Systems to Track and Evaluate Data
Sharing Impact with Stakeholders
“Having a
strong effect
on someone
or
something”
Why is reporting impact
so important?
How to know what to track?
Donor Focused
Internal Evaluations for Daily Operations
Strategic Plan Driven for Capacity Building
Community Engagement
SERVICE VS. ENGAGEMENT VS. IMPACT
Service – Delivery of programs
or goods (tangible or non-
tangible).
Engagement - Interaction or
introduction of the
organization’s mission
Impact – The extended effect of
programs delivered
SMART Goals
Specific
Measurable
Action-driven
Realistic/Relevant
Timely
Quantitative Data is a
collection of hard facts that
are numerical, can be
counted/ordered, and help
depicts the ‘big’ picture.
Examples
• Client services rendered (units)
• Attendance records in programs
• # of volunteers
• # of volunteer hours contributed
• # of miles driven
• # of meals served
• # of nights of lodging provided
Qualitative Data provides
details/descriptions/depth
Is NOT numerical
Data cannot be
counted/ordered
Helps you see the “HUMAN”
component
Examples
• Client experiences
• Donor experiences/expectations
• Volunteer incentives
• Impressions, opinions, views of
stakeholders
• Increase in Knowledge
• Change in Behavior
• Achievement of Personal Goals
Data Tracking Options
▪ Excel
▪ Salesforce for Nonprofits
▪ SureImpact
▪ Microsoft Access
▪ Kaleidacare
▪ Sumac
▪ Google Forms/Docs/Sheets
▪ Trello
▪ Fluxx
“UNLESS someone like you cares a
whole awful lot, nothing is going to
get better. It’s not. “ – The Lorax
SO WHAT????
14
SAMPLE CONTENT:
CHARITY WATER
How do we tackle the water crisis?
“We work with [how many?] local experts
and community members to find the best
sustainable solution in each place where
we work, whether it’s a well, a piped
system, a BioSand Filter, or a system for
harvesting rainwater.
With every water point we fund, our
[description?] partners coordinate
sanitation and hygiene training and
establish a local Water Committee to help
keep water flowing for years to come.”
SAMPLE CONTEXT
CHARITY WATER
Health
“Diseases from dirty water kill
more people every year than
all forms of violence,
including war.
43% of those deaths are
children under five years old.
Access to clean water and
basic sanitation can save
around 16,000
lives every week.”
Donor-Specific
Messaging
Past Impact = Assure
Present Impact = Engage
Future Impact = Inspire
18
Sample
Metrics
▪ Total number of clients served
▪ Demographic data
▪ Major achievements
▪ Increase in capacity of your board,
staff, programs, etc.
▪ Positive changes in the community
Where to
share data
▪ Marketing materials
▪ Fundraising appeals
▪ Partnership agreements
▪ Grant proposals
▪ Annual “Impact / Generosity Report”
▪ Social Media
▪ Outreach/Awareness Campaigns
▪ Websites
▪ Strategic Plan
Capturing Impact: Brainstorming Exercise
What do we do? Why is it important? Measurable impact?
Donor
Impact
Handout
Alternative Needs
List
Here’s Your
Chance to….
By donating cash instead of food, we will
S-T-R-E-T-C-H your contribution.
Through Second Harvest Food Bank, we can turn
a $5.92 donation into $219.04 and a $4.32
donation into $116.54!
A donation of $5.92 allows us to purchase 37 jars
of peanut butter. A donation of $4.32 allows us
to purchase 27 boxes of cereal.
SAVE THEM ALL® GRANT
APPLICATION
Proposed projects MUST
demonstrate a direct
impact on saving lives
and/or leading to a
reduction in shelter deaths.
Examples Of Impact From Grants
Spay/Neuter - $500 funds 5 spay surgeries. In our experience, a street dog has 2 litters of approximately 6
puppies 2x a year, which is 96 puppies over her lifetime. Thanks to this grant, 480 puppies will not be facing life
on the street (and this number does not include the offspring of those puppies!).
Filters for Families, proposes to improve the health of 500 Liberian families by installing a
compact/portable water filter in each home. For only $50/filter, we can provide more than 250
gallons daily/ 912,500 gallons of safe drinking water per family over the 10-year lifespan of the
filter.
Last year, elementary students in the Opening Doors Program achieved an average increase of 10.53 points
in reading skills and 8.35 points in math skills allowing them to graduate to the next grade level.
Tools For
Sharing
Impact
Mission Moments-
Storytelling
Unique Factor
Wow Factor Stats
The Power of your
Dollar
Press Releases,
Human Interest
Stories, Radio
Newsletters, Direct
Mail, Generosity
Reports
IMPACT TRACKING
CHECKLIST
▪ Who are you reporting to?
▪ What are you reporting about?
▪ When does it have to be, tracked?
▪ Can you eliminate unnecessary data fields?
▪ Who is responsible for collecting data?
▪ What things might you need to track for future
fundraising?
▪ How will data be evaluated?
▪ How will data be organized?
▪ How will data be converted into IMPACT reporting?
https://fundingforgood.org/training/webinar-series/nonprofit-leadership-development/
Learn how to build a positive culture of leadership to fulfill your mission.
Our 2022 monthly webinar series is designed to help refocus, recharge, and redirect
energy so you and your team can create even more impact.
We’re covering everything nonprofit leadership: strategic planning, roles, board
development, time management, and more.
Funding For Good
Lead Consultant,
Marie Palacios
E | marie@fundingforgood.org
W | www.fundingforgood.org
Work with Marie
Program Design | Template Creation
Grant Writing | Board Development |
Strategic Planning
Set up a free strategy call with Marie:
www.connectwithmarie.as.me/
Funding For Good
Owner, Mandy
Pearce
E | mandy@fundingforgood.org
W | www.fundingforgood.org
Work with Mandy
Development Coaching | Grant Writing
| Budgeting | VIP Days | Business
Coaching | Consultant Boot Camps |
Strategic Planning
Measure of Success: Creating Tools and Process to Report Impact

Measure of Success: Creating Tools and Process to Report Impact

  • 1.
    Measure of Success: CreatingTools & Processes to Report Impact Funding For Good
  • 2.
    Funding For Good Owner,Mandy Pearce Lead Consultant, Marie Palacios O | 704.614.8703 E | [email protected] W | www.fundingforgood.org
  • 3.
    TODAY’S TOPICS Impact Reporting-What it is and why it is important SMART Goals Segmenting Data Systems to Track and Evaluate Data Sharing Impact with Stakeholders
  • 4.
    “Having a strong effect onsomeone or something”
  • 5.
    Why is reportingimpact so important?
  • 7.
    How to knowwhat to track? Donor Focused Internal Evaluations for Daily Operations Strategic Plan Driven for Capacity Building Community Engagement
  • 8.
    SERVICE VS. ENGAGEMENTVS. IMPACT Service – Delivery of programs or goods (tangible or non- tangible). Engagement - Interaction or introduction of the organization’s mission Impact – The extended effect of programs delivered
  • 9.
  • 10.
    Quantitative Data isa collection of hard facts that are numerical, can be counted/ordered, and help depicts the ‘big’ picture. Examples • Client services rendered (units) • Attendance records in programs • # of volunteers • # of volunteer hours contributed • # of miles driven • # of meals served • # of nights of lodging provided
  • 11.
    Qualitative Data provides details/descriptions/depth IsNOT numerical Data cannot be counted/ordered Helps you see the “HUMAN” component Examples • Client experiences • Donor experiences/expectations • Volunteer incentives • Impressions, opinions, views of stakeholders • Increase in Knowledge • Change in Behavior • Achievement of Personal Goals
  • 12.
    Data Tracking Options ▪Excel ▪ Salesforce for Nonprofits ▪ SureImpact ▪ Microsoft Access ▪ Kaleidacare ▪ Sumac ▪ Google Forms/Docs/Sheets ▪ Trello ▪ Fluxx
  • 14.
    “UNLESS someone likeyou cares a whole awful lot, nothing is going to get better. It’s not. “ – The Lorax SO WHAT???? 14
  • 15.
    SAMPLE CONTENT: CHARITY WATER Howdo we tackle the water crisis? “We work with [how many?] local experts and community members to find the best sustainable solution in each place where we work, whether it’s a well, a piped system, a BioSand Filter, or a system for harvesting rainwater. With every water point we fund, our [description?] partners coordinate sanitation and hygiene training and establish a local Water Committee to help keep water flowing for years to come.”
  • 16.
    SAMPLE CONTEXT CHARITY WATER Health “Diseasesfrom dirty water kill more people every year than all forms of violence, including war. 43% of those deaths are children under five years old. Access to clean water and basic sanitation can save around 16,000 lives every week.”
  • 18.
    Donor-Specific Messaging Past Impact =Assure Present Impact = Engage Future Impact = Inspire 18
  • 19.
    Sample Metrics ▪ Total numberof clients served ▪ Demographic data ▪ Major achievements ▪ Increase in capacity of your board, staff, programs, etc. ▪ Positive changes in the community
  • 20.
    Where to share data ▪Marketing materials ▪ Fundraising appeals ▪ Partnership agreements ▪ Grant proposals ▪ Annual “Impact / Generosity Report” ▪ Social Media ▪ Outreach/Awareness Campaigns ▪ Websites ▪ Strategic Plan
  • 21.
    Capturing Impact: BrainstormingExercise What do we do? Why is it important? Measurable impact?
  • 22.
  • 23.
  • 24.
    Here’s Your Chance to…. Bydonating cash instead of food, we will S-T-R-E-T-C-H your contribution. Through Second Harvest Food Bank, we can turn a $5.92 donation into $219.04 and a $4.32 donation into $116.54! A donation of $5.92 allows us to purchase 37 jars of peanut butter. A donation of $4.32 allows us to purchase 27 boxes of cereal.
  • 25.
    SAVE THEM ALL®GRANT APPLICATION Proposed projects MUST demonstrate a direct impact on saving lives and/or leading to a reduction in shelter deaths.
  • 26.
    Examples Of ImpactFrom Grants Spay/Neuter - $500 funds 5 spay surgeries. In our experience, a street dog has 2 litters of approximately 6 puppies 2x a year, which is 96 puppies over her lifetime. Thanks to this grant, 480 puppies will not be facing life on the street (and this number does not include the offspring of those puppies!). Filters for Families, proposes to improve the health of 500 Liberian families by installing a compact/portable water filter in each home. For only $50/filter, we can provide more than 250 gallons daily/ 912,500 gallons of safe drinking water per family over the 10-year lifespan of the filter. Last year, elementary students in the Opening Doors Program achieved an average increase of 10.53 points in reading skills and 8.35 points in math skills allowing them to graduate to the next grade level.
  • 27.
    Tools For Sharing Impact Mission Moments- Storytelling UniqueFactor Wow Factor Stats The Power of your Dollar Press Releases, Human Interest Stories, Radio Newsletters, Direct Mail, Generosity Reports
  • 28.
    IMPACT TRACKING CHECKLIST ▪ Whoare you reporting to? ▪ What are you reporting about? ▪ When does it have to be, tracked? ▪ Can you eliminate unnecessary data fields? ▪ Who is responsible for collecting data? ▪ What things might you need to track for future fundraising? ▪ How will data be evaluated? ▪ How will data be organized? ▪ How will data be converted into IMPACT reporting?
  • 29.
    https://fundingforgood.org/training/webinar-series/nonprofit-leadership-development/ Learn how tobuild a positive culture of leadership to fulfill your mission. Our 2022 monthly webinar series is designed to help refocus, recharge, and redirect energy so you and your team can create even more impact. We’re covering everything nonprofit leadership: strategic planning, roles, board development, time management, and more.
  • 30.
    Funding For Good LeadConsultant, Marie Palacios E | [email protected] W | www.fundingforgood.org Work with Marie Program Design | Template Creation Grant Writing | Board Development | Strategic Planning Set up a free strategy call with Marie: www.connectwithmarie.as.me/
  • 31.
    Funding For Good Owner,Mandy Pearce E | [email protected] W | www.fundingforgood.org Work with Mandy Development Coaching | Grant Writing | Budgeting | VIP Days | Business Coaching | Consultant Boot Camps | Strategic Planning