Tools and Resources

The tools and resources here can be used on their own, and can also be used together. We welcome suggestions for improvements and new tools, or if you have a tool you'd like to include, contact us.  

**Download and save the tools to your computer first before using them.**

The Demonstrating Value Workbook

This activity guide shows you how you can take control of the data you collect, how it is used and to communicate the performance and value of your organization by developing a Performance Snapshot.

Click here to download the workbook  (DOC)

Financial Intelligence for Social Enterprises  

You're already gathering information about financial performance, but are there ways to optimize and learn more from it?  The  guide describes best practices for financial accounting in social enterprises and shows how you can develop a 'true cost picture' of the enterprise.

Guide  (PDF)

Appendices:

True Cost Picture Workbook (XLS)  (Workbook with Worked-thorugh Example XLS)

Financial Ratio Analysis Guide (PDF)

Hidden Costs and Contribution Worksheet (DOC)

Social Cost Worksheet (DOC)

Monitoring Ideas Library

This library has lots of ideas about what you can monitor to understand an organization's business performance, mission-related performance and organizational sustainability. Check out the ideas in the specific area you’re working in. This resource includes ‘indicators', as well as monitoring frameworks, survey tools, collections of indicators that may be relevant to understanding how your work is unfolding.

Click here to view Monitoring Ideas (webpages)

Organizational Sustainability Assessment Tool

This self-assessment tool can help you review how the enterprise is building different ‘capitals' (human capital, organizational capital, financial capital, social capital, intellectual capital) that are important to the long term sustainability of the organization.

Click here to download

Assessing the Impact of the Social Enterprise on its Non-profit Parent

Non-profit organizations start up social enterprises for many reasons. Use this activity to revisit your organization's expectations for starting the enterprise and to talk about what the social enterprise brings to the organization. This can be very helpful for raising issues that may be in the background, and to proactively look at the needs of the social enterprise.

Click here to download (PDF)

Privacy and Confidentiality in Monitoring

If you are collecting, or want to collect and use personal information from individuals, there are many things you must consider. This guide describes what you need to know.

Click here to download (PDF) 

Webinars

Presentations/Seminars

Short Demos

Why you Matter - Map your Social, Environmental or Cultural Impact

This worksheet will help you describe your social, environmental and/or social mission more clearly, and to make links between your activities and your goals.  It  is very helpful for showing how your organization creates value and how your work relates to larger social and environmental change (in ways you may not have thought of previously!).

Click here to download (XLS)

 Customer Satisfaction Survey

Encouraging your customers to give you feedback about your product and services will help your business thrive and give you important information on how to improve.

Click here for sample survey (Word)

The Value Herald Newsletter

Demonstrating Value shares quarterly updates on useful tips and tricks, inspiring ideas, and informative resources with the The Value Herald newsletter.

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