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Welcome to the Publications Library! Here you will find a searchable index of reports, toolkits, research papers, and other resources relevant to the Small and Growing Business Sector. Sort by clicking on the relevant tags, or by typing in key words in the box below.


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ANDE West Africa Knowledge Brief: Impact Measurement and Management

Posted By Laura Denick, Aspen Institute, Monday, June 8, 2020

ANDE West Africa Knowledge Brief: Impact Measurement and Management

By ANDE West Africa and ETTP

This knowledge brief focuses on providing an understanding of how impact is defined by some organizations, what elements they take into consideration when designing an IMM strategy, why they measure impact, the upsides and downsides of standardization, challenges they face in measuring and managing impact, and how they utilize data to drive impact. 

 Read the full issue brief here


Tags:  ANDE publication  impact measurement  West Africa 

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A Transformative Evaluation Toolkit for The Impact Investing Sector: How entrepreneurs and impact investors can deepen their data collection

Posted By Marine Hasson, Aspen Institute, Monday, February 10, 2020

A Transformative Evaluation Toolkit for The Impact Investing Sector: How entrepreneurs and impact investors can deepen their data collection

By Engineers without Borders

The purpose of this toolkit is to introduce a method that improves your ability to truly change people’s lives through social impact investing. More specifically, it is designed to help entrepreneurs, investors, consultants, evaluators or other practitioners deepen their social impact measurement and management process in the impact investing sector. This toolkit provides a definition of transformative evaluation as well as instructions and case examples to support the application of a TE lens to an organization’s work, among others.

Read the full report here. 

Tags:  data collection  impact investing  impact measurement  sector publication 

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The Importance of Impact Measurement and Management in Small and Growing Business Support

Posted By Administration, Monday, November 19, 2018
The Importance of Impact Measurement and Management in Small and Growing Business Support
by ANDE South Africa

ANDE's South Africa chapter released this Impact Stories Booklet in November 2018. The booklet highlights the importance of impact measurement and management (IMM) in small and growing business support, drawing on stories from members of ANDE South Africa's Metrics Learning Lab. It highlights their measurement approaches, impact successes and their learnings in impact measurement. The booklet also shares conversations that have been taking place at the Metrics Learning Lab to encourage further dialogue in the sector and foster a greater commitment to IMM amongst SGB support organizations. Click here to read the full booklet.

Tags:  2018  ande publication  impact management  impact measurement  metrics  SGBs  south africa 

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State of Measurement in the SGB Sector

Posted By Administration, Wednesday, December 13, 2017
Updated: Tuesday, December 12, 2017

State of Measurement in the SGB Sector

by Brianna Losoya-Evora and Genevieve Edens, ANDE
Measurement practices are rapidly evolving in the small and growing business (SGB) sector, and organizations operating in this space may feel overwhelmed while trying to keep up with trends and best practices.

To better understand measurement practices in the SGB sector and to help organizations benchmark themselves against their peers, ANDE surveyed 30 members about their measurement practices as a follow-up to our 2014 paper.

Key Findings:

  • All investors and half of capacity development providers use IRIS.

  •  Half of our sample collects household data. Capacity Development Providers and Investors were equally likely to report collecting household data, but relatively few Africa-based organizations collect household level data.

  • Capacity development providers tend to focus on business performance outcomes for the SGB while investors more focus on the SGB reach and quality.

  • Nearly all respondents spent less than 5% of annual budget on measurement. Capacity Development Providers tend to spend a greater percentage of their budget.

  • Organizations that collect household-level data spend about the same on measurement as those that do not.

  • Over half of ANDE organizations surveyed said they have no full-time staff person dedicated to measurement.

  • Of the six Africa-based organizations who responded, only one had a full-time staff person dedicated to measurement, and none of the organizations surveyed in Latin America had a full-time staff person dedicated to measurement.

  • Members have gravitated to Salesforce because of its high level of customizability and affordable pricing for non-profit organizations. We did not ask specifically about Salesforce in our sample, but it was mentioned 25 times.

  • Two-thirds of the ANDE organizations surveyed receive grant funding for measurement, and just under half build the cost into their annual operating budgets.



Tags:  2017  ANDE publication  Data Collection  impact evaluation  impact measurement  indicator  metrics and research  Performance Measurement  SDGs 

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Pulse of Impact Management

Posted By Administration, Thursday, May 11, 2017
Updated: Thursday, May 11, 2017

The Pulse of Impact Management:
Current Uses of and Trends in Social and Environmental Impact Measurement in Investing

by the Middlebury Institute’s Center for Social Impact Learning in partnership with SVT Group

The Middlebury Institute’s Center for Social Impact Learning in partnership with SVT Group report offers a shortcut to practical information about how impact investors are tracking and reporting their social and environmental impact today. The report also includes advice from impact investors to those new to the field, and summarizes the history of impact investing, key terms and concepts in impact measurement, and trends, and provides a practical guide to the most relevant publications. 

Download the case study here.

Tags:  environmental impact  impact investing  impact investment  impact measurement  sector publication  Sector Trends  social impact 

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Toniic T100: Launch

Posted By Administration, Thursday, May 11, 2017
Updated: Thursday, May 11, 2017

Toniic T100 Launch:
Insights from the Frontier of Impact Investing

by Toniic

This report makes public for the first time the aggregated portfolios of more than 50 investors, ranging in size from less than $2 million to more than $100 million, successfully targeting and achieving both impact and financial returns across the same asset classes available to traditional investors. The results of this study also demonstrate that though the surveyed impact investors’ primary motivation is to invest with measurable impact, their financial motivation is generally the same as traditional investors: to preserve capital and generate a financial return for the asset owner.

Download the case study here.

Tags:  impact evaluation  impact investing  impact measurement  investors  sector publication 

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More than Measurement

Posted By Administration, Thursday, November 10, 2016

More than Measurement: A Practitioner's Journey to Impact Management 

By Bridges Impact+ and Skopos Impact Fund 

More than Measurement is a new report by Bridges Impact+ and Skopos Impact Fund.

It describes our development of an ‘impact management’ approach – which we define as the management of assets in order to meet explicit impact goals (alongside financial goals).

This paper has catalysed a global effort to develop a shared convention for describing impact goals, in a way that can inform portfolio construction.

In traditional asset management, we have developed a shared convention (risk, return, liquidity – and asset classes, as a shorthand) to describe, align and manage against our respective financial goals. However, the same is not yet true within impact investment.

Over the last decade, there has been an industry push to improve impact measurement. Better measurement is essential, but we found it is most meaningful when you have spent time thinking about what success looks like from the start.

Tags:  impact investing  impact measurement  social impact 

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