Core IMM Capabilities

Core IMM / Key Capabilities

Everything you need to manage impact, connected

Connect theories of change, KPIs, measurement data, impact estimates, monitoring and stakeholder reporting in one continuous workflow.

CORE IMM

From impact strategy to reporting, in one workflow

Start with existing materials, then connect planning, measurement, assessment and reporting without rebuilding the same information at every step.

01 EXPLORE

Map impact priorities and outcomes

Organize societal challenges, beneficiaries, business activities and expected changes. Refer to issue maps and public models to define the impacts to assess.

  • Issue maps and system diagrams
  • Reference impact categories and existing cases
Actual issue map interface
02 DESIGN

Build theories of change and logic models

Import existing business materials and logic models, then edit pathways from activities to outcomes and impacts.

  • Create with AI, guided workflows, templates or from scratch
  • Connect nodes with KPIs and evidence
Actual logic model interface
03 MEASURE

Define KPIs and measurement plans

Find measures relevant to your business and desired outcomes, then define units, targets and data collection methods.

  • Refer to IRIS+ and domestic indicator frameworks
  • Manage targets, actuals, frequency and sources
Actual KPI and measurement model interface
04 CONNECT & COLLECT

Bring measurement data together

Collect values required for KPIs and assessment models from external databases, spreadsheets, CSV files and surveys. Bring data input and updates into routine operations.

  • Connect official statistics, external databases and existing spreadsheets
  • Create surveys, collect responses and integrate external forms
  • Link collected values to KPIs, formulas and reporting periods
  • Import and export CSV data for reuse in reporting

Available collection and integration options depend on the plan and deployment environment.

Data integration and public data search interface
05 EVALUATE

Assess and quantify impact

Use logic models and KPIs to connect formulas, assumptions and statistics for assessment and estimation.

  • Document baselines, effect factors and attribution
  • Use clearly stated assumptions when actual data is not yet sufficient
Logic model and KPI management for impact assessment
06 MANAGE

Track outcomes and drive improvement

Update models and indicators across years, businesses and departments. Manage KPI results, assessments and improvement questions over time.

  • Compare targets with actual results
  • Review and hand over assessment assumptions and KPI definitions
Performance data and monitoring interface
07 REPORT

Report findings and put them to work

Use managed information to draft reports and web content for investors, financial institutions and internal audiences.

  • Export to PDF, PowerPoint and other formats
  • Support reporting and disclosure tailored to audiences and purposes
Reporting and visualization interface

WORKFLOW

Start small. Build a repeatable IMM process.

Guide the required information and next steps based on organizational maturity, from initial impact mapping to ongoing monitoring and systematic IMM suitable for external communication and review. Design responsibilities, permissions, evidence, reviews and approval steps around organizational policies, taking account of frameworks relevant to international assessments such as B Corp and BlueMark.

Quick start

Begin with logic models and key KPIs using your purpose, business information and existing documents.

Ongoing IMM operations

Establish repeatable measurement, data collection, updates, review and improvement procedures.

Organizational processes and external accountability

Define ownership, approvals and records, taking international assessment and assurance frameworks into account.

Workflow setup and operation interface
Example screen: managing approvals, records and operational steps

A practical IMM workflow

01

Set objectives and scope

Define business scope, stakeholders, existing materials and assessment objectives.

02

Design measurement and assessment

Organize models, indicators, methods, evidence and data collection.

03

Review evidence and approve

Track responsibilities, approval points, change history and decision rationale.

04

Monitor, learn and improve

Connect monitoring, reporting, improvement and the next planning cycle.

From disconnected tasks to continuous impact management

Four common gaps in IMM, the features that address them, and what improves in day-to-day work.

Current challengeRelevant capabilitiesWhat changes
01Impact assumptions are fragmentedLink stakeholders, intended outcomes and causal pathways in a shared theory of change.Teams can review the same assumptions and keep track of what changes.
02Monitoring is disconnected from deliveryConnect KPIs and measurement methods to surveys, spreadsheets and reference datasets.Teams can update evidence and track outcomes as part of regular operations.
03Evidence rarely informs decisionsBring targets, actuals, assumptions and supporting evidence into a reviewable workflow.Findings inform decisions, corrective actions and follow-up.
04Lessons get lost between reporting cyclesMaintain models, metrics, results and change histories in one structured record.Build the next plan on the evidence and lessons from the last one.

Get started with impactlake™

From trying individual capabilities to organization-wide adoption, we can discuss the approach that fits your needs.

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