TURNING VISION INTO VALUE: PRACTICAL TOOLS FOR SOCIAL RETURN ON INVESTMENT ANALYSIS
Building on the success of our 2024 SROI webinar, we now invite you to take the next step toward delivering even greater impact in your community. These two interactive sessions are designed to provide you with updated, practical tools and templates, helping you translate your work into measurable, meaningful results.
If you missed our first webinar on SROI, click here to view the recording. We strongly recommend reviewing it before attending these sessions so you can fully benefit from the new insights and resources on offer.
Part 1 – SROI specific Theory of Change and M&E Frameworks Made Practical
In this first session, Fiona will guide you through a carefully designed template and process for creating robust Theories of Change and Monitoring & Evaluation frameworks. These aren’t just theoretical exercises—they are proven methods to clearly articulate your goals and track outcomes that matter. By establishing a solid framework now, you’re laying the groundwork for credible SROI and CBA calculations later. At the end of the session, you’ll receive a template you can immediately apply to your own initiatives, setting you up to confidently demonstrate the difference you’re making.
Part 2 – Calculating Impact – an in depth, practical session
Ready to transform your qualitative insights into quantifiable evidence of impact? In this advanced session, Brendan will walk you through a new spreadsheet tool designed to integrate seamlessly with CBAx and accommodate your organisation’s unique measures. This comprehensive approach allows you to capture data points specific to your programmes, ensuring your SROI analysis accurately reflects the social value you create. You’ll be able to download the tool at the end of the session, equipping you with a powerful resource to strengthen grant applications, enhance stakeholder engagement, and ultimately guide smarter decision-making.
Who is this for?
By watching one or both of these sessions, you’ll gain the frameworks, tools, and confidence to communicate the true value of your work. Whether you’re focused on just starting to map your outcomes or ready to drill down into numbers that paint a compelling picture of your impact, these webinars are structured to meet you where you are—and help you get to where you want to be.
About the Experts
Fiona Scott-Melton:
Fiona is an expert in research evaluations and performance audits across multiple sectors, including health and social development. She has applied wellbeing models to guide organisations in achieving their desired outcomes.
Brendan Stevenson:
Brendan is a seasoned researcher and evaluator with extensive experience in Māori health, mental wellbeing, and public health. He has led large-scale evaluations and developed frameworks to improve health outcomes across diverse communities in New Zealand.
Downloadable Resource
Slides - Vision to Value
Get the slides from the discussion, including the Theory of Change modelSecond Downloadable Resource
SROI Ratio spreadsheet
CBAx-integrated spreadsheet from Part 2Coming up
WEBINAR | Leveraging Specialists: How to get the best out of your experts
Date:Thursday 3 July 2025 | 12:10-12:55 p.m. NZST | 10:10-10:55 a.m. AEST
In this live session, you’ll hear from three people who constantly collaborate with experts from various fields and enjoy working with them, sharing the frustrations and lessons learned so you don’t have to.
- We’ll discuss key reasons why getting the best out of experts in different subject matter can be challenging.
- Following a journey through a project or work programme, we will highlight practical tips and strategies for how to work with different subject matter experts to achieve the best outcomes
- We’ll hold a live Q+A so that you share your challenges and hear how we’d address them.
