6.1 Reporting to stakeholders
You need to make sure that the way in which you communicate the results is relevant
to the audiences that you decided upon when you set your scope. Your findings may
be for internal management use, for public distribution or as the basis for different
discussions with different stakeholders. Preparing a report is useful because it is the
place where you can make recommendations to influence what happens as your
organisation or project moves forward.
SROI aims to create accountability to stakeholders. As such it is important that the
results are communicated to stakeholders in a meaningful way. This involves more than
publishing the results on your website. You may well find that external stakeholders
are very interested to hear about your work with SROI – both the process you went
through and the results.
Your final report should comprise much more than the social returns calculated. The
SROI report should include qualitative, quantitative and financial aspects to provide
the user with the important information on the social value being created in the course
of an activity. It tells the story of change and explains the decisions you made in the
course of your analysis.
The report should include enough information to allow another person to be assured
that your calculations are robust and accurate. That is, it needs to include all the
decisions and assumptions you made along the way. To help your organisation
improve it should include all the information that you were able to find out about the
performance of the organisation which might be useful to strategic planning and the
way it conducts its activities. You will need to be aware of commercial sensitivities in
deciding what you include in the report.
An SROI report should be as short as possible while meeting principles of transparency
and materiality. It should also be consistent, using a structured framework that allows
comparison between reports. Details of the contents of an SROI report can be found in
the Resources section. However, the following quantitative and qualitative information
is usually included in a comprehensive and considered SROI report:
• information relating to your organisation, including a discussion of its work, key
stakeholders and activities;
• description of the scope of the analysis, details of stak eholder involvement, methods
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of data collection, and any assumptions and limitations underlying the analysis;
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• the impact map, with relevant indicators and any proxies;
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• case studies, or quotes from participants that illustrate particular findings;
• details of the calculations, and a discussion of any estimates and assumptions.
This section would include the sensitivity analysis and a description of the effect of
varying your assumptions on social returns;
A guide to Social Return on Investment
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