NPC \ RNID Impact Reporting Seminar Slides

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    Better impact reporting

    An introduction to impact reporting

    6 May 2011

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    An introduction to impact reporting

    08:45 Introduction & context

    09:05 Case study

    09:25 Discussionbarriers and solutions09:55 Feedback & questions

    10:25 Wrap up

    10:30 Close

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    Introduction & context

    About this seminar series

    Why does impact reporting matter?

    Who are impact reports for? What does good impact reporting look like?

    How do we get there from here?

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    About this seminar series

    Demand for help to improve reporting

    Better impact reportingfrom theory to practice

    Introduction to impact reporting

    Impact reporting and leadership

    Impact reporting and communications

    Part theorypart case studypart discussion

    Introduction & context

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    Why does impact reporting matter?

    The new funding landscape

    Public trust & accountability

    Managing for greatest impact

    Introduction & context

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    Introduction & context

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    Who are impact reports for?

    Funders

    Stakeholders & publicOrganisation

    Commissioners Trusts & foundations Major donors Other donors

    Beneficiaries Volunteers Media etc. Regulators

    Trustees Management team Staff

    Introduction & context

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    What does good impact reporting

    look like?

    A clear narrative for the reader

    NPC focuses on five key questions:

    1. Whats the problem were trying to tackle?

    2. What do we do to address it?

    3. What does that achieve?

    4. How do we know?5. How are we learning & improving?

    Introduction & context

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    How do we get there from here?

    1. Start by reviewing current reporting

    2. Identify gaps & areas for improvement

    3. Identify/define responsibility for impact reporting4. Plan improvements in building blocks:

    1. Strategy clarifying objectives, theory of change

    2. Measurement embedding an impact approach

    3. Communications reshaping around impact5. Test & learn

    Introduction & context

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    The impact cycle

    Strategy

    Problem well address

    Objectives well achieve

    Measure & Analyse

    Outcomes

    we achieve

    Fundraise &

    Communicate

    Results donors

    can achieve

    Activities

    Outputs

    we deliver

    Introduction & context

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    Case study: RNID

    Paul Breckell

    Managing Director of Corporate Resources

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    Lesson 1 The value of story

    If we cannot

    communicate what we do

    effectively, then whatconfidence can anyone

    have in the impact we

    are really having?

    RNID Impact Report

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    Lesson 2 Simple and proportionate

    What do I need to fly the plane?

    Kaplan and Norton

    I just keep it simple. Watch the

    ball and play it on merit

    Sachin Tendulkar

    Everything should be made as

    simple as possible; but not

    simpler

    Albert Einstein

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    Lesson 3 Link performance

    measurement to planning and reporting

    Level 1: Annual -

    external

    Level 2: Annual -

    internal

    Level 3: Quarterly

    Level 4:

    Monthly

    Level 5:

    Ongoing

    Impact

    report and

    annual

    report andaccounts

    Corporate plan

    final performance

    report

    Top level

    KPIs

    Monthly reporting

    of operational KPIs

    Monitoring progress on

    personal objectives

    through 1:1 meetings

    Detailed departmental monitoring

    through team meetings etc.

    Monthly Management Information

    Budget

    outturn

    report

    RAG

    analysis

    Finance

    strategy

    update

    Cross

    department

    al working

    report

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    Lesson 4 Dont be put off because

    comparison is difficultBrain Surgery

    Immediate

    Tangible

    Major impact on beneficiaryBut impact on one person at a time

    Rocket Science

    Long Term

    Primary research less tangible

    More minor incremental impactBut impact of breakthrough is huge

    Mitchell and Webb

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    Lesson 5 True accountability

    requires engagement

    If you want to travel fast

    then travel alone, if you

    want to travel far then

    travel with others

    Masai saying

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    Lesson 6 Be aware of the pitfalls

    lLosing the complex and intangible

    can be dangerous

    lBeware focus on the measurable

    rather than important

    lRisks of not respecting the

    beneficiary

    lContradiction between accountability

    and local empowerment

    lCultural fit

    lMay inhibit open and honest reporting

    internal reporting bias

    lMay inhibit open and honest reporting

    external reporting bias

    lCosts of collection can become an

    internal industry

    not everything that can be counted is important and not

    everything that is important can be counted Albert

    Einstein

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    Discussion:

    Better impact reporting

    How can you improve your impact reporting?

    What are the barriers to better reporting?

    What are the (potential) solutions?

    Tables grouped around your roles

    Management & operations (4 tables)

    Fundraising & comms (3 tables) Board & finance (1 table)

    Performance, evaluation & research (1 table)

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    What are the barriers to better

    reporting?

    Financially-

    focused

    reporting

    Cultural

    Technical

    Resource

    External

    Impact-

    focused

    reporting

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    What next?

    Useful resources:

    NPCs Talking about results

    CFDG/Cass Business SchoolsImpact reporting in the UK charity sector

    Forthcoming principles

    If you still have questions or issues

    Let us know in your feedback forms- Future events youd like to see

    - Help you need with your impact cycle

    [email protected]