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SROI Framework

It defines four major stages: Planning, Implementation, Reporting and Embedding, and the key questions and choices to be addressed at each step. Planning involves determining the goals for the analysis, its scope, the key stakeholders affected by the entity to be analyzed, the entityÕs impact value chain, sources of data of information to be gathered, and a resource plan for the analysis. Implementation involves collection of data and supporting outcomes and base case evidence, as well as a calculation of social cash flows for outcomes describable in monetary terms, and a net present value calculation of these to arrive at an ROI ratio. Reporting includes making transparent the scope of the analysis and sources to facilitate verification and replication. Embedding includes specifying who is responsible for ongoing maintenance of data collection and analysis. The SROI framework does not include data management tools.

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