Measuring Impact 量測社會影響力

上官良治原始pdf檔請見此： http://www.thegiin.org/binary-data/GIIN_impact_measurement_guidelines.pdf

我打算翻譯定稿後做個中文版的

 

上官良治簡介

上官良治IMPACT MEASUREMENT WORKING GROUP OF THE SOCIAL IMPACT INVESTMENT TASKFORCE

 

正面影響實務指引 GUIDELINES FOR GOOD IMPACT PRACTICE

Measuring Impact: Guidelines for Good Impact Practice was developed by the Impact

Measurement Working Group (IMWG) of the Social Impact Investment Taskforce

established by the G8. This work elevates existing best practices and aligns with the

European Standard for Social Impact Measurement (developed by GECES). The IMWG

was established in June 2013 at the G8 Social Impact Investment Forum in London to

develop measurement guidelines for impact investors as well as a vision for impact

measurement in the years ahead. The IMWG is comprised of 29 thought leaders in

impact investing and measurement—including private investors, foundations, academics,

non-profits, and intermediaries—representing diverse sectors and geographies. The

full Measuring Impact report and the accompanying case studies were launched in

September 2014. To learn more and to download a copy of the full report and case

studies, please visit www.thegiin.org/measurement_report.

〈量測社會影響力：正面影響實務指引〉（Measuring Impact: Guidelines for Good Impact Practice）是由八大工業國組織（G8）所組成的社會影響投資專案小組（Social Impact Investment Taskforce）中的影響力量測工作小組（IMWG, Impact Measurement Working Group）所開發完成。這份資料將 This work elevates existing best practices and aligns with the European Standard for Social Impact Measurement (developed by GECES). The IMWG was established in June 2013 at the G8 Social Impact Investment Forum in London to develop measurement guidelines for impact investors as well as a vision for impact measurement in the years ahead. The IMWG is comprised of 29 thought leaders in impact investing and measurement—including private investors, foundations, academics, non-profits, and intermediaries—representing diverse sectors and geographies. The full Measuring Impact report and the accompanying case studies were launched in September 2014. To learn more and to download a copy of the full report and case studies, please visit www.thegiin.org/measurement_report.Report of the

 

Established by the G8

www.socialimpactinvestment.org

 

IMPACT MEASUREMENT is central to effective impact investing as it demonstrates investor intent and legitimizes the industry with data on impact produced. Good impact measurement generates intrinsic value for all impact investment stakeholders, yields data to mobilize greater capital toward generating impact, and increases the transparency and accountability for the impact delivered.

 

上官良治設定正面影響實務上的七項建議 SEVEN GUIDELINES FOR GOOD IMPACT MEASUREMENT PRACTICE

上官良治設定目標 SET GOALS

Articulate the difference you seek to make

Goal setting not only establishes a purpose, but guides investment action and helps stakeholders gauge progress. Goals should link closely to a clear investment thesis and/or Theory of Value Creation (ToVC) (also referred to as Theory of Change), as these frameworks form the basis for strategic decisions and serve as a reference point for performance throughout the life of an investment.

 

發展框架、選定矩陣 DEVELOP FRAMEWORK & SELECT METRICS

Determine what metrics you will be holding yourself accountable against

Framework development and metrics selection outline the critical step of determining which data will be used across the entire impact measurement process. An effective impact framework includes metrics and a description of the logic for how they are applied to the portfolio, acknowledging the needs and perspectives of various stakeholders.

 

收集、儲存資料 COLLECT & STORE DATA

Collect and store the data you need to determine your progress

Data collection and storage best practices are critical for reducing data reporting burdens, ensuring data integrity, and enabling reporting. When designing data collection and management

processes, take into account the necessary information technology, tools, resources, human capital, and methods used to obtain and keep track of data.

 

驗證資料 VALIDATE DATA

Validate that the data you collected is of sufficient quality

The practice of validating data provides confidence in the quality of data, the ability to review processes involved, and the ability to check any calculations that have been performed. A complete and transparent presentation of results includes sufficient information

to cross check calculations and assumptions against known data sources.

 

分析資料 ANALYZE DATA

Distill insights from the data you collected

Data analysis, through the findings it provides, can play a significant

role in how investment decisions are made and how capital is

allocated. Comparable data analyses utilize standard, objective

processes where possible in order to produce widely-understood

and actionable results.

 

擬定投資管理策略時以資料為依歸 MAKE DATA-DRIVEN INVESTMENT MANAGEMENT DECISIONS

Identify and implement ways to strengthen

your investments and operations

Decisions based on data and analysis help drive continuous

improvement and long-term change, especially as circumstances

change. An effective review of investment results includes an

assessment of stakeholder feedback about reported data as well

as recommendations for actions needed to address changes to the

ToVC/investment thesis.

 

呈現資料 REPORT DATA

Share your progress with your key constituents

Data reporting allows stakeholders to understand and engage with

an organization to know how it is performing against objectives,

which helps attract further investment. Effective data reporting is

evidence-based, aligns with stakeholder expectations about depth

of information covered, presents information in a coherent manner,

and enables comparisons and decision-making

 

上官良治測量影響力檢查表 IMPACT MEASUREMENT CHECKLIST

 

上官良治設定目標 SET GOALS

• Define an impact investment thesis and/or define a theory of value creation (ToVC); ensure the resulting investment approach is proportionate, in terms of strategy and resources, to the impact it intends to create
• Identify key stakeholders and determine accountability across the ToVC
• Identify any positive or negative changes on the environment or on society that result from the investment or the investee’s business activities—involve appropriate stakeholders in gaining this understanding
• Decide which changes will be considered material, and will therefore be disclosed, to key stakeholders, to other users of the information, and for the subject matter
• Define the social/environmental and financial performance goals for the investment; ensure that these goals are aligned with stakeholder considerations, including the business strategy and operational model of the investees
• Be specific about whether goals are to be achieved at the ecosystem or enterprise level
• Involve stakeholders in identifying any risks to achieving stated goals, in particular those risks that may affect capital allocated to the investee, and communicate these risks to stakeholders

 

發展框架、選定矩陣 DEVELOP FRAMEWORK & SELECT METRICS

• Evaluate the baseline impact of the investee business model and of its operations, following an appropriate and recognized assessment system
• Develop a logical framework for impact measurement that is based on goals, assesses both positive and negative impacts, and informs sound analysis and data organization
• Use a recognized metrics language where possible to facilitate broadly understood performance analysis; when appropriate, focus on those metrics that enable investment comparisons for analogous investments
• Select meaningful metrics that align to investor goals and investee business models, taking into account what is proportionate and material; engage stakeholders to ensure that metrics make sense to them
• Set appropriate baseline and/or counterfactual metrics as feasible

 

收集、儲存資料 COLLECT & STORE DATA

• Collect data in a timely and systematic manner; store and safeguard data appropriately
• Ensure data requests align with investees’ day-to-day operational processes and are complementary to investees’ business information needs
• Ensure data completeness and quality throughout (See also “Validation” guideline)

 

驗證資料 VALIDATE DATA

• Check data for completeness, quality, and integrity, and engage key stakeholders in doing so to ensure joint accountability

(檢驗資料的完整性、品質、公正程度，還有主要的利益相關者。以確保共同的責任)

• Integrate peer review and assurance services where measurement goals require greater levels of validation (e.g., as is the case in payment for success structures)
• (若評估的目標需要更高階的驗證, 則需整合多方專業評估與保障服務(例如，如在付款成功結構的情況下)

 

 

分析資料 ANALYZE DATA

• Use organization-wide, systemic methods of both quantitative and qualitative data analysis

不論是對定性或定量的資料, 都應當利用泛用且系統化的方法分析

• Ensure analysis is designed to inform decision-making and reporting (See also “Goal Setting”, and “Framework Development & Metrics Selection” guidelines)

(確認分析方法是針對決策與報告為目的而設計(確認分析方法是針對決策與報告為目的而設計(參閱"設定目標"與"架構與指標選定"中的指南))

• Analyze data to assess progress towards the investment goals, including the level of contribution or attribution where relevant and feasible
• (分析數據的貢獻與歸屬，對適當與可行的投資目標進行進度評估)
• Identify data that, once analyzed, ends up irrelevant for decision-making and learning, and adjust collection methods as appropriate
• (一但資料被分析出與決策或學習無關, 則重新調整資料收集的方法)
• Compare data against a baseline, the counterfactual, or a benchmark where possible (See also “Framework Development & Metrics Selection” guideline)

(分析數據內容與可能的基準值或標杆值的差異(參閱"設定目標"與"架構與指標選定"中的指南))

 

呈現資料 REPORT DATA

• Report agreed upon material data regularly, and provide clarity on areas where investees and other stakeholders are accountable for results

(定期呈報議定好的各項資料, 並對各利益相關與被投資人負責的區塊做出詳述)

• Be transparent and balanced in reporting about progress towards goals, results, and learning; include positive and negative results

(透明且均等的回報進度，結果，與學習；不論好的壞的)

• Follow a recognized and generally-accepted structure and format for data reporting where appropriate and feasible

(以被認可大眾可接受的格式做出適當切實的資料回報)

• Cite common metrics languages, frameworks, and methodologies used as applicable

(引用通用的度量語言, 框架以及適當的方法)

• Clearly state assumptions made, proxies used, and data sources drawn upon

(清楚陳述如何做出假設, 替代品選用, 與圖表的資料內容))

 

擬定投資管理策略時以資料為依歸 MAKE DATA-DRIVEN INVESTMENT MANAGEMENT DECISIONS

• Integrate impact metrics into core decision-making processes and tools (e.g., build into existing performance management dashboards and/or Executive Team agenda items)

(將影響指標整合進核心的決策流程與工具(e.g., 建入已經完成的校能檢視器或是執行團隊的討論議程中)

• Clarify linkages between impact metrics and management decisions to optimize data-driven decision making

(闡明影響指標與管理決策間的關聯, 以最佳化資料為依歸的決策行為)

• Use the impact measurement process, and data collected from it, to inform ongoing investment management and decisions (recognizing that decisions, by nature will be based on more than impact data alone, and will involve trade-offs between stakeholders and goals)

(將依照影響評估流程而收集的資料, 提供給不斷進行的投資管理與決策行為(要知道, 決策總在一些利益相關人與目標的拉扯中妥協))

 

• Review and adjust goals as appropriate

(重新檢視並調整目標, 使其合理)