1 Format for an SROI report
The following sets out the key elements of an SROI report. Within the structure of
the six stages there is flexibility about how the information can be presented. The
information will be a balance between qualitative, quantitative and financial data that
together describe the value resulting from the activities set out in the scope. The aim
will be to provide enough information to comply with the principles and to provide
evidence that the process has been followed.
Executive summary
1 Scope and stak eholders
A description of your organisation: its activities and values, the activity under
analysis, including location, main customers or beneficiaries.
An explanation of SROI, the type undertaken and the purpose of the analysis.
The time period of the activity.
One or two stakeholder case studies from the point of view of each stakeholder and
a description of their journey of change.
A description of the theory of change: of how the activity is expected to achieve its
objectives. A summary of organisations involved in attribution.
The analysis of the stakeholders and stakeholder groups.
The numbers of people or organisations in each stakeholder group.
Description of how stakeholders were involved.
The numbers of people or organisations from each group that were involved in
developing the theory of change for that stakeholder group.
2 Outcomes and evidence
Description of inputs, outputs and outcomes for each stakeholder group. Outcomes
will include changes that are positive, negative, intended and unintended.
Description of the indicators and data sources used for each outcome.
Quantity of inputs, outputs and outcomes achieved for each stakeholder group.
Analysis of the investment required for the activity.
The length of time over which the outcome is expected to last, or against which the
Resour
outcome will be attributed to the activity.
Resour
ces ces
2 A guide to Social Return on Investment
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