Rockefeller-Goldman Sachs Foundations'

Social Impact Assessment Meeting

MEASURING IMPACT
REDF Workforce Development Outcome Measurement
Melinda Tuan • www.redf.org

March 26, 2003 New York City,1 NY

REDF Approach/Theory of Change

• A portfolio of nonprofits can successfully

run social purpose enterprises
- profit
- people

• REDF can effectively help nonprofit-run

businesses succeed

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 THE REDF SOCIAL VENTURE CAPITAL APPROACH TO PHILANTHROPY

The following are key ways REDF supports its portfolio organizations:
_______________________
Organizational
_______________________ Development
_______________________
Capacity Building Venture Committees
Investments of $250k+ per
year

__________________
Social Outcome REDF Portfolio _____________________
Strategic Business
Measurement Organizations Assistance

_______________________ _______________________
Access to Technology Farber Interns/Fellows
_______________________
Partners-for-Profit
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 REDF Approaches to Measuring Impact

INDIVIDUAL ENTERPRISE ORGANIZATION SOCIETY/

(enterprise (program) COMMUNITY
employees)
Assessment
Methods

 Demographics  Demographics OASIS  SROI

 Social outcomes  Social outcomes  Cost/Benefit
 Stories  Financial results analysis

Healthier, more  Improved society

Outcomes

Individual  Group of
Desired

improved lives improved lives effective  Dollar impact on

 Healthy, growing/ organizations community
 Cost effective
profitable strategies
businesses 4
 REDF Portfolio Organizations
• Community Gatepath

• Community Vocational
Enterprises, Inc.

• Golden Gate Community,

Inc.

• Juma Ventures

• Rubicon Programs

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 Rubicon Programs

Case Business Training

Housing
Management Enterprises Programs

Rubicon Rubicon
Rubicon
Landscape HomeCare
Bakery
Services Consortium

6
 REDF Approaches to Measuring Impact

INDIVIDUAL ENTERPRISE ORGANIZATION SOCIETY/

(enterprise (program) COMMUNITY
employees)
Assessment
Methods

 Demographics  Demographics
 Social outcomes  Social outcomes
 Stories  Financial results
Outcomes

Individual  Group of
Desired

improved lives improved lives

 Healthy, growing/

profitable
businesses 7
Measuring Impact on the ENTERPRISE (1998 - present)
AGENCY Activities and Outcomes AGENCY Financial Systems and Reports

ENTERPRISE activities ENTERPRISE income

and outcomes statements

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 Measuring Impact on the ENTERPRISE (1998 - present)
AGENCY Activities and Outcomes AGENCY Financial Systems and Reports

ENTERPRISE ENTERPRISE

SOCIAL OUTPUT AND QTRACK

OUTCOME TRACKING - business plan projections
- aggregate enterprise employee demographics - monthly income statements
- individual enterprise employee outcome data - annual income statements
- individual stories

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Measuring Impact on the ENTERPRISE (1998 - present)

METHODOLOGY
• Interviews, interviews, interviews!
- Face-to-face interviews with employees at time of
hire and at 6 month intervals, up to 24 months
• What do we ask?
- Employment
- Wages
- Barriers to employment
- Housing situation
- Usage of social services
- Self-esteem
- Social support

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Measuring Impact on the ENTERPRISE (1998 - present)

REDF Social Outcome Report

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 REDF Approaches to Measuring Impact

SOCIETY/
INDIVIDUAL ENTERPRISE ORGANIZATION SOCIETY/
COMMUNITY
(enterprise (program) COMMUNITY
employees)
Assessment
Methods

 SROI
 Cost/Benefit
analysis

 Improved society
Outcomes
Desired

 Dollar impact on
community
 Cost effective
strategies
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 Measuring Impact on SOCIETY (SROI in 2000)
AGENCY Activities and Outcomes AGENCY Financial Systems and Reports

ENTERPRISE activities ENTERPRISE income

and outcomes statements

usage of social
services data and
new taxes generated

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 Measuring Impact on SOCIETY (SROI in 2000)
AGENCY Activities and Outcomes AGENCY Financial Systems and Reports

ENTERPRISE ENTERPRISE

- usage of social - business

services data valuation
- new taxes - business
generated profitability

SROI FRAMEWORK/ANALYSIS
Total impact of enterprise on society/community
in monetary terms

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Measuring Impact on SOCIETY (SROI in 2000)

Rubicon Landscape Services SROI Report

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 REDF Approaches to Measuring Impact

SOCIETY/
INDIVIDUAL ENTERPRISE ORGANIZATION SOCIETY/
COMMUNITY
(enterprise (program) COMMUNITY
employees)
Assessment
Methods

OASIS
Outcomes

Healthier, more
Desired

effective
organizations

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Measuring Impact on ORGANIZATIONS (OASIS 1999-present)
AGENCY Activities and Outcomes AGENCY Financial Systems and Reports

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Measuring Impact on ORGANIZATIONS (OASIS 1999-present)

Ongoing Assessment of Social ImpactS (OASIS)

PROCESS PRODUCT

 2-3 years planning and implementation  User friendly

 Re-engineering of how services are delivered  Comprehensive/customized
 Transforms how information is tracked,  Relational database
accessed, analyzed, reported

Capacity-Building Process and Product

End result: help organizations assess their own
effectiveness

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Measuring Impact on ORGANIZATIONS (OASIS 1999-present)
AGENCY Activities and Outcomes AGENCY Financial Systems and Reports

N/A
PROCESS – re-engineer service delivery No financial information
PRODUCT – customized, relational database incorporated

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Measuring Impact on ORGANIZATIONS (OASIS 1999-present)

Sample Screen of CICERO – Rubicon Program’s OASIS

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 Measuring Impact on ORGANIZATIONS
(The Future of OASIS)
AGENCY Activities and Outcomes AGENCY Financial Systems and Reports

Investment required for

outcomes achieved across
entire agency?

21
 REDF Approaches to Measuring Impact

INDIVIDUAL ENTERPRISE ORGANIZATION SOCIETY/

(enterprise (program) COMMUNITY
employees)
Assessment
Methods

 Demographics  Demographics OASIS  SROI

 Social outcomes  Social outcomes  Cost/Benefit
 Stories  Financial results analysis
Outcomes

Individual  Group of Healthier, more  Improved society

Desired

improved lives improved lives effective  Dollar impact on

 Healthy, growing/ organizations community
 Cost effective
profitable strategies
businesses 22
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