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
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.
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
設定目標 SET GOALS
發展框架、選定矩陣 DEVELOP FRAMEWORK & SELECT METRICS
收集、儲存資料 COLLECT & STORE DATA
驗證資料 VALIDATE DATA
(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)
分析資料 ANALYZE DATA
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
(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))
(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
(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)
(透明且均等的回報進度,結果,與學習;不論好的壞的)
(以被認可大眾可接受的格式做出適當切實的資料回報)
(引用通用的度量語言, 框架以及適當的方法)
(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
(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)
(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)
(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))
(重新檢視並調整目標, 使其合理)