SERVICES
Measure and assess your progress toward creating impact.
Implementing a measurement approach requires balance. I help clients embrace the complexities of their portfolio, while seeking the simplest solution to meet their IMM or M&E needs. It means acknowledging on-the-ground data realities of investees or grantees, while pursuing standardization and downstream orientation where feasible. A working measurement approach requires right-sized tools and processes, that work for your investees or grantees, and plan for analyzing and interpreting your data.
How can I help you? Starting from your measurement framework, I help map an approach for capturing data - including designing or refining existing processes. I can also help improve your data collection tools and support their implementation with your investees or grantees. Finally, I help analyze, visualize, and interpret data once you have it - or advise your team on doing so.
What you get
Documentation of your IMM or M&E approach
Suite of data collection tools
Recommendations and support for analyzing data
Reports presenting results to key stakeholders
Design your strategy with clear intended impact.
Impact should be embedded in your strategy. This requires clarity around the impact you seek, with logical linkages to your investment or grantmaking approaches. An Impact Thesis (for impact investing) or Theory of Change (for grantmaking) is a first step in clearly articulating this connection. In addition to serving as a foundation for a measurement approach, this core document is essential for your strategy, resource allocation, and overall impact narrative.
How can I help you? I assess your current strategy and synthesize internal and external insights. I help you pinpoint your unique impact approach and positioning, while centering the experiences of the communities you serve. I then map the measurable pathways of change you seek in a customized, visually-compelling Impact Thesis or Theory of Change.
What you get
Report from external scans and/or internal interviews, with recommendations
Supporting visuals for your strategic shift
A customized Impact Thesis or Theory of Change
Recommendations from current approach assessment
Narratives summarizing strategic refinement
​Align your grant/program decisions with your vision for impact.
Impact strategy should guide your resource allocation. To ensure that your actions optimize your Impact Thesis or Theory of Change, you need a way to assess the impact implications of your decision-making. At the strategy level, this means systematically assessing and making shifts to orient your portfolio toward intended impact. At the investment (or grant) level, it requires right-sized tools for impact screening and due diligence.
How can I help you? I synthesize data or insights you have from key stakeholders, mapping themes to inform future strategic shifts. I design impact screening and diligence tools that help you build impact-oriented portfolios. My approach can support decision-making at all levels.
What you get
Summary report of recommendations from available data
Supporting visuals + frameworks for your strategic shift
Customized impact screening & due diligence tools
Scenario map
Narratives summarizing strategic refinement
Translate your intended impact into a measurable framework.
Even with a clear impact strategy, it can be challenging to know what is best to measure to understand your progress – and how. Building from a solid Impact Thesis (IT) or Theory of Change (TOC), your indicators should be aligned and purposeful, with clear definitions and means of operationalizing. My approach delivers Impact Measurement & Management (IMM) or Measurement & Evaluation (M&E) frameworks that are cohesive and actionable.
How can I help you? I assess your current measurement frameworks and activities. I build a list of key indicators through thoughtful prioritization of what you will measure and how, ensuring alignment with leading sector- or thematic-relevant initiatives. I create custom, action-oriented IMM and M&E frameworks by clearly operationalizing your indicators.
What you get
Assessment of current measurement approach
Key performance indicators (KPIs)
An Impact Measurement & Management (IMM) or Measurement & Evaluation (M&E) framework
Evaluation questions