Measures of Success
What does success look like, and how can we measure it
Why measurement matters to us
"While much of our work is multi-year and complex, and not always easy to measure progress year by year, we’ve developed Key Performance Indicators (KPIs) to track how we’re doing in five key areas.
"Our KPIs help us stay on course and guide our decisions along the way.
"But KPIs aren’t the whole picture. We also measure our impact through programme evaluations, quarterly monitoring, and regular conversations with our partners and other stakeholders. These give us a fuller view of what’s working—and where we can do better."
We measure our impact at three levels:
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1
On charities and social enterprises
Looking at how our work with our partners enables charities and social enterprises to have more impact in their communities.
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2
On our social investment partners
Looking at how our work, and that of our partners, builds resilience by strengthening the organisations that provide finance to charities and social enterprises.
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3
On the wider financial system
Looking at how we can accelerate change by bringing people together to strengthen existing approaches and share new ones.
Our key performance indicators (KPIs)
| Theme | Key Performance Indicator (KPIs) | |
|---|---|---|
| Flow of money | 1 | More investment flows to charities and social enterprises who would not otherwise be able to access appropriate finance |
| 2 | Proportionally more of our money is flowing to underserved communities and to organisations led by protected groups | |
| Resilience of the system | 3 | Organisations who have been supported through our programmes/funding are more financially resilient than they were before / would otherwise be |
| 4 | The social investors we work with are more resilient | |
| Wider ecosystem behaviour | 5 | More public, private and philanthropic organisations are engaging with and funding charities and social enterprises through blended finance, enterprise grant making and responsible investment. |
Tracking our progress
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Dashboards
Our dashboard tracks how much of our money is flowing to underserved communities and organisations led by protected groups (KPI 2)
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Impact Report
You can see a full report of how we are performing against our KPIs shared annually in our Impact Report.