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The High-Impact Funder Assessment helps funders evaluate their social return on investment. It focuses on data-driven strategies to empower grantees and maximize collective impact. Key areas include shared goals and measurement, reinforced activities, and continuous communication.

Boost Your Funding Impact Effectively

Key Takeaways

  • Assess your social return
  • Focus on shared goals
  • Enhance communication
  • Coordinate grantee efforts
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3 min read
The High-Impact Funder Self Assessment www.sureimpact.com SureImpact, Inc. | 1480 Manning Parkway | Powell, OH 43065 SureImpact, Inc. | 1480 Manning Parkway | Powell, OH 43065Are You Demonstrating Your CollectiveImpact and Social Return on Investment?Today’s funders have the great responsibilityand challenge to understand the extent ofTo make full use of this tool:the change they are making through theirinvestments, and how they can improve each1. Choose a small group of yourstep of the way. This shift is not just a passing organization’s key leaders,trend. including staff and board members.High-impact funders are focused on data-informed and mission-centric investing to drive 2. Distribute this assessmentmaximum impact across their grantee network, form to each of them and askand empowering their grantees to improve their each of them to fill it out and return it to you by a specificsustainability and effectiveness. date. The assessment below gives you a simple way 3. Compile the results andto find out how impact-centric your foundation discuss each area with theis, based on the following criteria: group in order to determine what work needs to be done9 Common Agendato improve your score.9 Shared Measurement*This assessment is inspired by9 Mutually Reinforcing Activitiesan assessment used by FSG.9 Continuous Communication9 Guiding Vision and Strategy9 Support Aligned Activity9 Shared Measurement Practices9 Public Will, Policy, and Funding www.sureimpact.com 2High-Impact Funder AssessmentINSTRUCTIONS: Assign each response a point value on a scale of 1 to 5 (1-Strongly disagree,2-Disagree, 3-Neutral, 4-Agree, 5-Strongly agree). StronglyDisagreeNeutral Agree Strongly disagreeagree COMMON AGENDA 1. Funders and grantees have a shared vision for change 1 2 3 4 5 2. Funders and grantees have a shared understanding of the social problem our work is1 2 3 4 5 addressing 3. Funders and grantees have a shared understanding of the approach we need to take to1 2 3 4 5 address the social problem 4. Funders and grantees have a shared understanding of the approach we need to take to1 2 3 4 5 address the social problem SHARED MEASUREMENT 5. Funders and grantees agree on how we should measure the 1 2 3 4 5 success of our work 6. Funders and grantees have a common set of measures used1 2 3 4 5 to track the success of our work 7. Funders and grantees can easily implement (or have implemented) a common set of 1 2 3 4 5 measures to track the success of our work www.sureimpact.com 3 Strongly Disagree Neutral Agree Strongly disagree agree MUTUALLY REINFORCING ACTIVITIES 8. Funders encourage grantees to do what they are best at to achieve the common goals of our 1 2 345 work 9. The individual work of grantees is coordinated with the actions of others in the funder network 1 2 345 10. The individual work of grantees is aligned to the goals of the funder network 1 2 345 11. Funders make an effort to ensure that their grantees’ work is coordinated with the work of 1 2 345 others in the funder network CONTINUOUS COMMUNICATION 12. The funder network has adopted strategies that allow grantees to effectively 1 2 345 communicate with one another 13. The funder engages in continuous communication to ensure all grantees are aware1 2 345 of the progress of the funder network 14. The funder values input and feedback from all grantees 1 2 345 15. The funder ensures that grantees share a common understanding of the need for1 2 345 the funder network’s mission www.sureimpact.com 4 Strongly Disagree Neutral Agree Strongly disagree agree BACKBONE SUPPORT GUIDE VISION AND STRATEGY 16. The funder ensures that grantees share a common understanding of the desired result of the funding1 2 3 45 network 17. The funder provides support to grantees for aligning individual 1 2 3 45 work with the common agenda 18. The funder communicates to the funder network how everyone’s work is aligned to the common 1 2 3 45 agenda SUPPORT ALIGNED ACTIVITY 19. The funder provides opportunities for grantees to communicate their progress towards common goals1 2 3 45 20. The funder encourages grantees to coordinate their activities toward common goals1 2 3 45 21. The funder encourages grantees to collaboratively develop new approaches to advance the1 2 3 45 common agenda ESTABLISH SHARED MEASUREMENT PRACTICES 22. The funder has helped grantees understand the value of sharing 1 2 3 45 data 23. The funder has encouraged grantees to use data to inform or change our strategies 1 2 3 45 www.sureimpact.com 5 Strongly Disagree Neutral Agree Strongly disagreeagree BUILD PUBLIC WILL 24. The funder has informed the public/community of the funder 1 2 3 45 network’s goals 25. The funder encourages the public/ community members to take action on the social issue(s) the1 2 3 45 funder network is addressing ADVANCE POLICY 26. The funder informs partners of the public policies that affect the 1 2 3 45 funding network’s collective work 27. The funder provides grantees information on how to influence policy changes to support the 1 2 3 45 funder network’s collective work MOBILIZE FUNDING 28. The funder makes sure the grantees have the funding needed to support the funder network’s 1 2 3 45 activities 29. The funder actively seeks out funds to support the work of the 1 2 3 45 funder network INTERPRETATION OF TOTAL SCORE Total Score Low - You aren't yet impact-centric, but29 - 86 the world is your oyster! Middle - You’re on your way, but87 - 121 still have some work to do. High - You’re almost there. Just a couple more 122 - 145 improvements will take you across the finish line. www.sureimpact.com 6 Becoming fully impact-centric requires technology to make it happen. SureImpact offers a comprehensive solution to help organizations assess their impact, make informed decisions, and communicate their results to stakeholders. To see how SureImpact has given the Siemer Institute network-wide insights, including how many families served, what services are received, and how family stability is improving, download this case study.NOTES AND NEXT STEPS SureImpact is the only impact management and reporting solution that is specifically designed for social-good providers and their funders. Learn more at info@sureimpact.com or 614-826-7774.©2024 SureImpact, Inc.
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High Impact Funder Assessment

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