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The local authority contract for this charity is to become the subject of a joint
commissioning approach. Wheels-to-Meals wants to contribute to the joint
commissioning process with a credible demonstration of the social value it is creating.
Wheels-to-Meals’ staff and trustees worked together to define the scope of their
upcoming SROI analysis and decided that it would:
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• contribute to the joint commissioning process;
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• cover all the activities of the organisation over one calendar year;
• be a forecast SROI analysis; and
• be undertaken by internal staff.
Remember that this is an example and is not intended to be a full analysis of scope.
Over to you: Establishing scope and constructing a plan
Consider these questions in relation to the SROI analysis you are undertaking.
1 What is the purpose of the SROI?
2 Who is it for?
3 What is the background?
4 What resources do you have available?
5 Who will undertake the SROI?
6 What activities will you focus on?
7 What timescale (period) will your analysis cover?
8 Is the analysis a forecast, a comparison against a forecast or an evaluation?
Record your answers, as you will need to refer to them during the analysis and when
you come to write your report.
1.2 Identifying stakeholders
Listing stakeholders
Now that you are clear about the scope of the analysis, the next step is to identify
and involve your stakeholders. Stakeholders are defined as people or organisations
that experience change, whether positive or negative, as a result of the activity being
analysed. In SROI analysis we are concerned primarily with finding out how much
value has been created or destroyed and for whom.
To identify the stakeholders, list all those who might affect or be affected by the
activities within your scope, whether the change or the outcome is positive or negative,
intentional or unintentional.
20 A guide to Social Return on Investment
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