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Transcript of Measuring the Social Impact The Limmat Foundation’s Approach 12/07/2012 Juan J. Alarcon Limmat...
Measuring the Social Impact
The Limmat Foundation’sApproach
12/07/2012
Juan J. AlarconLimmat Stiftung, Zurich
Social Development• Harmonious and sustainable improvement of
the living conditions (goods and resources) of a people group.
• Goods and resources can be:– Tangible– Intangible– Individual– Collective
• Regrouped, they conform the matrix of the social-economical welfare.
Matrix of the Social-Economical Welfare
Goods / Resources
Individual Collective
TangibleTangible
Individual(Economical)
TangibleCollective(Public)
IntangibleIntangibleIndividual(Personal)
IntangibleCollective
(Commune)
Social-Economical Welfare IndexSEW-Index
• The SEW-Index measures impact, not results.
• Made up of four primary components:
Tangible-Individual(Economical)
Tangible-Collective(Public)
Intangible-Individual(Personal)
Intangible-Collective(Commune)
• Weighted average system of nine indicators.
Social-Economical Welfare IndexSEW-Index
• Data are easy to collect. • It uses objective data for the
appraisal of the different indicators. • Situates the evaluated group in a
range from 0 to 100.
• Allows to compare living conditions of different groups of people.
Matrix of the Social-Economical Welfare
The Four Primary Components of the SEW-Index
Collective-Tangible; 10% Individual-
Tangible; 40%
Collective-Intangible; 20%
Individual-Intangible; 30%
Individual-Tangible
Individual-Intangible
Collective-Intangible
Collective-Tangible
The Nine Indicators of the SEW-Index
Goods / Resources
Individual (70%) Collective (30%)
Tangible(50%)
Economic (40%)• Income (50%)• Property (30%)• Healthcare (20%)
Public (10%)• Public Services (50%)• Sanitary Conditions (50%)
Intangible (50%)
Personal (30%)• General Studies (40%)• Professional Education (60%)
Communal (20%)• Public Safety (60%)• Civil/Human Rights (40%)
Sanitary Conditions5%
General Education12%
Public Services5%
Civil and Humans Rights
8%
Public Safety12%
Health8%
Income20%
Properties 12%
Vocational Training18%
Individual-Tangible 40%
Individual-Intangible 30%
Collective-Intangible 20%
Collective-Tangible 10%
Weight of the Nine Indicators of the SEW-Index
The Nine Indicators of the SEW-Index
Table for the “Income” Indicator
The Nine Indicators of the SEW-Index
Switzerland Colombia
Indicator CHF 3’500/Month CHF 285/Month
Income Income/Year Income/Year
0 - 9.9 18’000 1’900
10 - 19.9 42’000 3’500
20 - 29.9 60’000 4’700
30 - 39.9 78’000 6’600
40 - 49.9 108’000 8’500
50 - 59.9 168’000 18’500
60 - 69.9 360’000 38’000
70 - 79.9 720’000 80’000
80 - 89.9 1’440’000 215’000
90 - 99.9 4’320’000 1’900’000
Table for the “General Studies” Indicator
The Nine Indicators of the SEW-Index
SEWI scale Level attained 0 = illiterate15 = knows how to read and write20 = primary school studies non completed (3 years schooling)30 = primary school studies completed (5 years schooling)40 = secondary scholl studies non completed (9 years schooling)50 = technical secondary school studies, completed60 = secondary scholl studies (baccalaureate or equivalent) finished70 = middle technical schools (bachelors level)80 = masters degreel or equivalent (5 years university studies)90 = doctorate and/or postgraduate degree
Table for the “Civil and Human Rights enforceability” Indicator
The Nine Indicators of the SEW-Index
SEWI Scale
0 = highly repressive and corrupted political system or state (no C+HR)
10 = moderately repressive and corrupted political system or state (low C+HR)
20 = theoretical democracy, but no real separation of powers (high corruption and low C+HR)
30 = C+HR guaranteed theoretically, middle corruption
40 = real separation of powers (enforceable C+HR), middle corruption
50 = real separation of powers (enforceable C+HR), low corruption
60 = C+HR guaranteed practically (at moderate costs) and no corruption
70 = C+HR guaranteed practically (at low costs) and no corruption
80 = C+HR guaranteed and practically easely enforceable
90 = C+HR guaranteed, enforceable and practically protected
The SEW-IndexA Real Case for Micro-Entrepreneurs in Cali, Colombia
Creation of a training center for micro-entrepreneurs in food processing industry: milk and vegetable products, bakery and grocery.
The SEW-IndexA Real Case for Micro-Entrepreneurs in Cali, Colombia
Results ImpactNumber of courses for micro-entrepreneurs
Improvement of the level conditions of the micro-entrepreneurs.
Number of micro-entrepreneurs trained
Number of credits given
Creation of a training center for micro-entrepreneurs in food processing industry: milk and vegetable products, bakery and grocery.
The SEW-IndexA Real Case for Micro-Entrepreneurs in Cali, Colombia
Results ImpactNumber of courses for micro-entrepreneurs
Improvement of the level of the living conditions of the micro-entrepreneurs.
Number of micro-entrepreneurs trained
Number of credits given
Creation of a training center for micro-entrepreneurs in food processing industry: milk and vegetable products, bakery and grocery.
The SEW-Index
A Real Case for Micro-Entrepreneurs in Cali
Year 2008
Indicators Value Weight SEW Main-Indicators SEW
Income 9.7 50% 4.9 Economic
Properties 8 30% 2.4
Health 13 20% 2.5 9.9 x 40% 3.9
Professional Training 10 60% 6 Personal
General Education 20 40% 8 14 x 30% 4.2
Public Safety 15 60% 9 Communal
Civil and H-Rights 25 40% 10 19 x 20% 3.8
Public Services 10 50% 5 Public
Sanitary Conditions 10 50% 5 10 x 10% 1.0
Total SEW Points low-low level 12.9
The SEW-Index
A Real Case for Micro-Entrepreneurs in Cali
Year 2010
Indicators Value Weight SEW Main-Indicators SEW
Income 10.2 50% 5.1 Economic
Properties 11 30% 3.3
Health 16 20% 3.2 11.6 x 40% 4.6
Professional Training 15 60% 9 Personal
General Education 20 40% 8 17 x 30% 5.1
Public Safety 15 60% 9 Communal
Civil and H-Rights 25 40% 10 19 x 20% 3.8
Public Services 15 50% 7.5 Public
Sanitary Conditions 10 50% 5 12.5 x 10% 1.3
Total SEW Points low-low level 14.8
The SEW-Index
A Real Case for Micro-Entrepreneurs in Cali
Year 2012
Indicators Value Weight SEW Main-Indicators SEW
Income 12.4 50% 6.2 Economic
Properties 24.3 30% 7.3
Health 26 20% 5.2 18.7 x 40% 7.5
Professional Training 25 60% 15 Personal
General Education 25 40% 10 25 x 30% 7.5
Public Safety 15 60% 9 Communal
Civil and H-Rights 30 40% 12 21 x 20% 4.2
Public Services 20 50% 10 Public
Sanitary Conditions 25 50% 12.5 22.5 x 10% 2.3
Total SEW Points low-medium level 21.4
Chart SEW-IndexEvolution SEW-Index Micro-Entrepreneurs
12.9
14.8
21.4
0.0
5.0
10.0
15.0
20.0
25.0
2008 2010 2012
SE
WI
Val
ue
Economic
Personal
Communal
Public
Total SEWI
+ 1.9 SEWI points
+ 6.6 SEWI points
+14%
+45%
Chart SEW-IndexEvolution SEW-Index Micro-Entrepreneurs
12.9
14.8
21.4
0.0
5.0
10.0
15.0
20.0
25.0
2008 2010 2012
SE
WI
Val
ue
Economic
Personal
Communal
Public
Total SEWI+ 8.5 SEWI points
+ 66%
Radar Chart Four Main-Indicators
Main-Indicators SEW-Index Micro-Entrepreneurs
0%
5%
10%
15%
20%
25%
30%Economic
Personal
Communal
Public
2008
2010
2012
Radar Chart Nine Indicators
The Nine Indicators of the SEWI
-5%
5%
15%
25%
35%Income
Properties
Health
General studies
Professional trainingPublic safety
Civil/Human rights
Public services
Healthfulness conditions
2008
Radar Chart Nine Indicators
The Nine Indicators of the SEWI
-5%
5%
15%
25%
35%Income
Properties
Health
General studies
Professional trainingPublic safety
Civil/Human rights
Public services
Healthfulness conditions
2010
Radar Chart
The Nine Indicators of the SEWI
-5%
5%
15%
25%
35%Income
Properties
Health
General studies
Professional trainingPublic safety
Civil/Human rights
Public services
Healthfulness conditions
2012
Radar Chart
Evolution of the Nine Indicators of the SEWI 2007-2012
0%
10%
20%
30%
40%Income
Properties
Health
General studies
Professional trainingPublic safety
Civil/Human rights
Public services
Healthfulness conditions
2008
2010
2012
Gross and Net Social Benefit
• The gross social Benefit is the difference between the value of the SEW-Index at time 1 and at time
GSB = SEWI1 – SEWI0
• The net social benefit takes into account the investment needed by the project:
NSB1 = (SEWI1 – NSI1) – SEWI0
The Matrix of the Social-Economical WelfareDevelopment needs a holistic approach.
• The SEW-Index is also an useful tool:• at the stage of the project planning. • individuate the weak points of the targeted
population. • to recognize complementary actions, alone or
together with other institutions. • In this way, the always scarce resources can be
used in an optimal way.