Introduction to SRoI:

Social Return on Investment (SRoI) is a framework for measuring and accounting for value creation. SRoI measures change in ways that are relevant to organisations that experience or contribute to it. It tells the story of how change is being created by measuring social, environmental and economic outcomes and uses monetary values to represent them. It helps organisations in evaluating impacts of past projects, estimating impacts for proposed projects, redefining investment strategy, strengthen management and monitoring systems, improve programme designs and develop communication with stakeholders.

Advantages of SRoI:

SRoI helps in facilitating strategic discussions and helping organisations to understand and maximise the social value an activity creates. It also assists to involve the people who matter most, enhance communication, and gain a competitive advantage, among others.

Above all, it enables in identifying common grounds between what an organisation wants to achieve and what its stakeholders want to achieve, helping to maximise social value.

With an increased demand for training on SRoI and the impacts realised due to it in the development sector, KPMG in India is organising SRoI Practitioners training for the fourth time in a row. We are pleased to invite you to participate in this training course on SRol conducted by KPMG in India and Social Value International.

Learning objectives:

This two day practitioner training is aimed at assisting professionals working in CSR, sustainability and development sector. The course aims at sensitising professionals on SRol and preparing them to conduct SRol for CSR, sustainability and development sector programmes.

Course highlights:

The two day practitioner training provides a thorough overview and hands-on experience of SRol.

Day one is a practical, step-by-step introduction to the SRol process, beginning with theory and going on to the hands-on development of an impact map, the heart of the SRol process, and a study of appropriate real life examples. Main topics to be covered on day one are: background and theory; scope and stakeholders; mapping outcomes; evidencing outcomes; valuing outcomes; establishing value and the value calculation.

Day two covers more in-depth aspects of SRol including valuation techniques and over claiming, as well as discussing examples of best practices at different levels of rigour and for different audiences. The main topics covered on day two are: types and sources of valuation (including financial proxies and various valuation techniques); over-claiming; deadweight; displacement; attribution; future value and transparency. There will also be information about reporting, assurance and accreditation service for SRoI reports. The training ends with an overview of useful resources available to help anyone who is interested in measuring social value.

About the trainers:

Dr. Adam Richards, Senior Researcher, Social Value Network UK

Dr. Adam Richards is Senior Researcher at Social Value UK (SVUK) and has been an active member of the organisation for almost 10 years. As an accredited practitioner and trainer, Adam has extensive experience of working with organisations and individuals to help them account for social value.

Santhosh Jayaram, Partner and Head, Sustainability and CSR Advisory, KPMG in India

Santhosh is recognised as a thought leader in the South-Asian region in the areas of sustainability and climate change. He has over 20 years of experience and is a regular speaker on important platforms on sustainability and CSR in the country.

How can you capture the value created for people and the environment in your decision making and reporting? How do you design your programs and strategies with clarity and certainty around the impacts you will be having?

Social Return on Investment provides the answers.

About the course

Social Return on Investment (SROI) is an internationally recognised approach for understanding and measuring the impacts of a program, organisation or policy. Through engaging with stakeholders, it is possible to identify the social, environmental and economic impacts generated, and place a financial value on this impact.

This 2-day SROI training course takes a practical and hands-on approach to providing you with the principles, method and tools needed to carry out an SROI analysis. It combines a thorough understanding of the theoretical background to SROI and its long-term benefits, with a step- by-step guide to conducting an SROI backed up by a range of practical group exercises. Training participants are provided with resources and templates to conduct your own SROI analysis.

This is your chance to learn from the leaders in social impact measurement. Think Impact’s approach extends beyond the methodology to introduce you to the tools and innovations tried and tested by our team of practitioners. These include software demonstrations and the use of film to communicate results.

Completion of this SROI training is a requirement for those wanting to become an accredited SROI practitioner. Other requirements include becoming a member of Social Value International and completing an SROI that meets the requirements of the SROI assurance process.

Who is this course for?

The course will be invaluable to:

• Impact practitioners looking to conduct SROIs or manage team members or consultants to do so
• Program managers seeking to enhance the client and impact focus of their activities
• Measurement and evaluation practitioners seeking to enhance their impact measurement expertise
• Organisations seeking to transform their culture and strategy around impact
• Organisations pursuing opportunities in consumer directed care markets or impact investment that need to be able to measure client and government outcomes

Cost

• Not for profit and community organisations $1155 including GST per person
• Government and corporate organisations $1650 including GST per person

Impact Investment & Blended Finance for Development Agencies and Foundations

From August 29 to 31, the Social Finance Academy, the University of Zurich Center for Sustainable Finance and Private Wealth (CSP) and Convergence will organize a Blended Finance executive program with support from the Swiss Agency for Development and Cooperation (SDC). The program is targeted at develop­ment agencies, public or multi­lateral organizations and foundations with a focus on international development. Eager to learn how to use public funds to attract private investment for high-impact enterprises addressing the SDGs? Click here to learn more about the program.