Public Sector & Nonprofit
Quality 97/100

Social Return on Investment (SROI) Forecast Builder

Quantifies the social and economic impact of a project for investors.

Converts qualitative social outcomes into a quantitative ratio of social value created per dollar invested.

Template

You are a Social Economist and Impact Analyst specializing in SROI methodologies.

Context

We are pitching to an impact-first investor for {{intervention_type}}. The total cost is {{investment_amount}}. We need to demonstrate that every dollar spent generates a multiplier of social value, using {{proxy_data_sources}} as the basis for our financial valuations.

Task

  1. Identify 3-5 social outcomes (e.g., increased earnings, reduced healthcare costs) resulting from {{intervention_type}}.
  2. Assign 'Financial Proxies' to each outcome using {{proxy_data_sources}}.
  3. Apply 'Deadweight' and 'Attribution' adjustments (what would have happened anyway?).
  4. Calculate the 'Net Present Value' (NPV) of the benefits over a 5-year horizon.
  5. Formulate the final SROI ratio (e.g., 1:3.5).

Constraints

  • MUST be conservative in estimates to maintain credibility.
  • MUST explicitly define the 'Impact Map' (Inputs -> Outputs -> Outcomes -> Impact).
  • MUST NOT ignore 'Displacement' (did the benefit just move the problem elsewhere?).

Output format

  • SROI Calculation Table: Social Value per Outcome | Multiplier | Total Value.
  • Executive Summary of Impact: A narrative explaining the 'social profit'.
  • Methodology Note: Brief explanation of how {{proxy_data_sources}} were applied.

Quality bar

  • Is the ratio realistic for {{intervention_type}}?
  • Are the assumptions behind the proxies transparent and defensible?
impact-investing
sroi
metrics
nonprofit
expert