Guidance for Social Sector Organisations

This guidance helps social sector organisations understand the key ingredients that a social investor will look for in a good impact plan.

All social sector organisations seeking investment will need to provide an impact plan that is either integral to their business plan or sits alongside it.  This guidance helps social sector organisations understand the key ingredients that a social investor will look for in a good impact plan. There are a number of organisations that can help you do this both for social investment, but more generally as a business planning tool.

There are a number of additional resources available that can help with this.

  1. 1:  The change you want to make

    An investor will want you to be able to very clearly articulate the change that you intend to make with the capital that you are asking for.

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  2. 2:  Who will benefit

    An investor will want to see that you can define your main beneficiaries (for example by their particular needs or where they live) and the number of people you are seeking to help.

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  3. 3:  Linking Activities and Revenues

    An investor will want to see how your products, services and interventions are intrinsically linked to your ability to generate revenue from the social activities that you deliver.

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  4. 4:  Measuring and Reporting

    There are many systems for measuring and reporting impact. Front-line organisations are often in the best position to identify and select the things that are most important for tracking and evidencing their own impact.

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  5. 5:  Learning, Improving and Moving Forward

    A good impact plan will give you and your investor essential information for performance managing, learning and improving.

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  6. 6:  Finding help

    There are a number of organisations and tools that already exist to support social sector organisations with their impact plan and assessment:

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