Social Return on Investment - Th

SROI Network

Spreadsheet for developing SROI analysis. Only to by use

Organisation
Objectives

Scope

Activity

Objective of Activity

Contract/Funding/
Part of org

Purpose of Analysis

on Investment - The Impact Map

ysis. Only to by used as part of SROI Network training. The spreadsheet does not include an
Name
Date
Time Period
Forecast or
Evaluation

oes not include any guidance

Social Return on Investment - The Im

SROI Network

Spreadsheet for developing SROI analysis. Only to by used a

Stage 1
Stakeholders

Stage 2
Intended/unintended
changes

Inputs

Who will we have an

What do we think will change What will they invest?
effect on?
for them?
Who will have an effect
on us?

Total

Value

0.00

urn on Investment - The Impact Map

alysis. Only to by used as part of SROI Network training. The spreadsheet does not in
Stage 3
Outputs

The Outcomes (what changes)

Summary of activity in
numbers

Description

Indicator

Source

How would we describe the

change?

How would we measure it?

Where did we get

the information
from?

dsheet does not include any guidance

Stage 4
Deadwe Displac Attributi
ight
ement on
%
%
%
Quantity Duration Financial Proxy

Value

Source

How
How long What proxy did
much
will it
we use to value
change
last?
the change?
will there
be?

What is
the value
of the
change?

Where did we
get the
information
from?

What
would
have
happened
without
the
activity?

What
activity
would we
displace?

0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%

0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%

Who else
would
contribute
to the
change?

0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%

Present value of each year (after dsicounting

Total Present Value (PV)
Net Present Value (PV minus the investment
Social Return per

Stage 5
Drop
off
%

Impact

Will the
outcome
drop off in
future
years?

Quantity times
financial
proxy, less
deadweight,
displacement
and attribution

0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%

Calculating Social Return

Discount rate
Year 1

0.0%

Year 2

Year 3

Year 4

Year 5

(after
activity)

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00
0.00
0.00
#DIV/0!

lue of each year (after dsicounting)

ent Value (PV)
nt Value (PV minus the investment)