1. Choosing the Right Tools. Northern Rock Foundation 13 October 2011 Chris Ford

2. Suggested time table 10 Welcome Your starting points What are the options? 11ishCoffee Reviewing some of the options 12ish Sharing initial thoughts Your next steps 12.45Formal end....

3. Your starting points On your own please note: what you currently do that ‘proves and improves’ your organisation’s activity. – Strengths and weaknesses – Who does the work – Who values the work; and who doesnt – Any other concerns You have about 10 mins

4. Your motivations Working in pairs please: – Compare your conclusions from previous discussion – And identify why you do what you do. – Then prioritise these ‘whys’ Please note your answers You have about 15 mins

5. Purposes of monitoring and evaluation The communication role Ensuring accountability and transparency The performance management role The wider learning role The policy role ‘Accountability and learning: developing monitoring and evaluation in the third sector.’ (Ellis with Gregory for CES, 2009,)

6. Decision Support Tool Aim: To help make better informed decisions about how to measure your organisation’s social impact; by providing information and a structure to support a conversation within the organisation

7. Where you are...Most Relevant starting point... “I’m starting out, and not certain about all of this.” Why do it? - Why do you want to do this? - Typical scenarios? - What are the priorities for your organisation? - What do you already do? “I think know what I need but not I’m not clear how to get it.” What tools? -What are the options? -Thinking about costs and benefits “I know what I’m doing and just need to check my thinking.” Which tools? - Making a decision - Testing your decision - Next Steps

8. PQASSOVODAODA Excellence model (EFQM)Groundwork NE ISO 9000NECA Social Return on Investment (SROISocial Return on Investment (SROI)Crisis Investors in People (IiP)Chester-le-Street Mind Social Accounting and Audit (SAA)Community Campus Balanced scorecardOuseburn Trust Impact frameworkPCP

9. Our starting point was... http://www.proveandimprove.org/new/ Best we could find but there’s no comprehensive list. (eg social capital is an odd omission. ) Constantly new tools – funders, intermediaries, niche needs. Different versions of P&I – including the ‘dart board’

10. How do we want to proceed? want to look at a particular tool in detail want to compare and contrast a couple of tools want to work through a longer list

11. As you do your initial review, please note: Why its caught your attention. Ways in which it does and does not address your needs. Costs & Benefits. Drivers & Barriers. You have about 40 mins

12. Next steps How can you take this work forward? If its a conversation – Content? Participants? additional information? If its an action - what resources, including time, do you need? Have you got them? If not how will you get them? SMART? and a check on that?

13. Thanks very much... Chris Ford 14 Durham Dales Centre, Castle Gardens, Stanhope. Co Durham. DL13 2FJ chrisford@gmx.co.uk chris.ford@ncl.ac.uk