22
Lessons from Technoserve’s Corporate Measurement Initiative Presenters: Krisila Benson & Kate Diaz June 16, 2016

Lessons from Technoserve’s Corporate …...Lessons from Technoserve’s Corporate Measurement Initiative Presenters: Krisila Benson & Kate Diaz June 16, 2016 We’ll discuss •

  • Upload
    others

  • View
    3

  • Download
    0

Embed Size (px)

Citation preview

Page 1: Lessons from Technoserve’s Corporate …...Lessons from Technoserve’s Corporate Measurement Initiative Presenters: Krisila Benson & Kate Diaz June 16, 2016 We’ll discuss •

Lessons from Technoserve’s Corporate Measurement Initiative Presenters: Krisila Benson & Kate Diaz June 16, 2016

Page 2: Lessons from Technoserve’s Corporate …...Lessons from Technoserve’s Corporate Measurement Initiative Presenters: Krisila Benson & Kate Diaz June 16, 2016 We’ll discuss •

We’ll discuss

•  Corporate Measurement’s origins, development and present state

•  Learnings to inform portfolio-level measurement at your organizations

•  Examples of how data drives our strategy

2 Business Solutions to Poverty

Page 3: Lessons from Technoserve’s Corporate …...Lessons from Technoserve’s Corporate Measurement Initiative Presenters: Krisila Benson & Kate Diaz June 16, 2016 We’ll discuss •

Our vision, mission and values forge a path to Corporate Measurement

•  Our vision: We will be the most effective catalyst and partner for transformative, on the ground, market-based solutions to poverty.

•  Our mission: We work with enterprising people in the developing world to build competitive farms, businesses and industries.

•  Our values:   COLLEGIALITY. We share responsibility, ideas and tools in a spirit of connection,

collaboration and candor.   INTEGRITY. We hold ourselves to high ethical standards, respect the rule of law

and behave honestly and openly.   RESOURCEFULNESS. We are problem solvers who think creatively, act boldly

and learn from our mistakes.   RESULTS. We are accountable for lasting, measurable impact.

3 Business Solutions to Poverty

Page 4: Lessons from Technoserve’s Corporate …...Lessons from Technoserve’s Corporate Measurement Initiative Presenters: Krisila Benson & Kate Diaz June 16, 2016 We’ll discuss •

Purpose of Corporate Measurement

2. Measure

our mission

1. Learn, exchange

and improve

3. Set targets

and track progress

4. Report impact to

key stakeholders

6. Support project

capacity

5. Live our values of results

and integrity

4 Business Solutions to Poverty

Page 5: Lessons from Technoserve’s Corporate …...Lessons from Technoserve’s Corporate Measurement Initiative Presenters: Krisila Benson & Kate Diaz June 16, 2016 We’ll discuss •

Headline Indicators 1.  Who is better off because of our work? # of farmers, businesses and employees, broken down by sex, who see increased revenue and wages or reduced costs

2.  How much better off are they? Amount of incremental financial benefit attributable to the project (IFBAP): increased revenue and wages, and reduced production costs

3.  How sustainable is the project likely to be? •  Finance mobilized: amount of debt and equity financing facilitated by the project, broken

down by sex •  Adoption of practices: # of farmers and businesses that adopted the practices promoted

by the project

4.  How efficient are we at creating impact? Calculation of return on TechnoServe investment (ROTI):

Total, cumulative IFBAP over the life of the project +

Projected IFBAP for three years after the intervention ________________________________________________

Total cost of the project

TechnoServe | 5 Business Solutions to Poverty

Page 6: Lessons from Technoserve’s Corporate …...Lessons from Technoserve’s Corporate Measurement Initiative Presenters: Krisila Benson & Kate Diaz June 16, 2016 We’ll discuss •

2015 by the Numbers

$ 75,416,202 additional revenue and wages 319,387 farmers, businesses and employees benefiting directly from TechnoServe’s work, improving the lives of an

estimated 1.6 million household members. 34% of direct beneficiaries are women.

$ 36,511,907 private sector investment in farms and businesses

168,451 farmers and businesses adopting practices

TechnoServe | 6 Business Solutions to Poverty

Page 7: Lessons from Technoserve’s Corporate …...Lessons from Technoserve’s Corporate Measurement Initiative Presenters: Krisila Benson & Kate Diaz June 16, 2016 We’ll discuss •

Insights from our journey

7 Business Solutions to Poverty

Page 8: Lessons from Technoserve’s Corporate …...Lessons from Technoserve’s Corporate Measurement Initiative Presenters: Krisila Benson & Kate Diaz June 16, 2016 We’ll discuss •

Business Solutions to Poverty 8

Which comes first? , , or ?

Corporate Measurement

Resources

Buy-in

System

Definitions &

Standards Quality Data

Use of Data

Processes

Page 9: Lessons from Technoserve’s Corporate …...Lessons from Technoserve’s Corporate Measurement Initiative Presenters: Krisila Benson & Kate Diaz June 16, 2016 We’ll discuss •

Corporate Measurement influences behavior

Business Solutions to Poverty 9

Participant

Beneficiary

Definitions and standards have pushed us to think more about direct v. facilitative approaches in our work

Page 10: Lessons from Technoserve’s Corporate …...Lessons from Technoserve’s Corporate Measurement Initiative Presenters: Krisila Benson & Kate Diaz June 16, 2016 We’ll discuss •

Data collection starts with a meeting of the minds

•  Essential to get project and country management on board, understanding the value of Corporate Measurement

•  Even more essential that Corporate Measurement understands the project design, theory of change, and data collection challenges

•  Simple ≠ easy. Many user challenges occur from trying to fit complex project results into an overly simplified system.

10 Business Solutions to Poverty

Page 11: Lessons from Technoserve’s Corporate …...Lessons from Technoserve’s Corporate Measurement Initiative Presenters: Krisila Benson & Kate Diaz June 16, 2016 We’ll discuss •

A consultative approach can be more efficient

Asking people to input the data themselves can lead to misinterpretations and can be frustrating for everyone!

Software that guides people through the process can work as long as it address all possible outcomes

One-on-one support to project teams has been the fastest way to capture accurate data with the least frustration to teams. Added bonus: there’s a capacity building opportunity.

11 Business Solutions to Poverty

Page 12: Lessons from Technoserve’s Corporate …...Lessons from Technoserve’s Corporate Measurement Initiative Presenters: Krisila Benson & Kate Diaz June 16, 2016 We’ll discuss •

Balance diversity in data collection methods with measurement standards

TechnoServe | 12

Diverse Methods Consistent Standards

Comparable dataset

Evaluations •  RCTs •  quasi-experimental •  participatory •  causal modelling

Data collection •  Census •  Sample •  Proxy data

Incremental Attributable No double counting

Business Solutions to Poverty

Page 13: Lessons from Technoserve’s Corporate …...Lessons from Technoserve’s Corporate Measurement Initiative Presenters: Krisila Benson & Kate Diaz June 16, 2016 We’ll discuss •

Reporting requirements should inform data structure

•  The way data is organized and stored is just as important what is collected. The right data in the wrong data structure is as good as no data at all.

•  Examples   Aggregating results at the project level versus measurement group level

  Differentiating beneficiaries by farmer, business, employee   Organizing projects by fundcode

13 Business Solutions to Poverty

Page 14: Lessons from Technoserve’s Corporate …...Lessons from Technoserve’s Corporate Measurement Initiative Presenters: Krisila Benson & Kate Diaz June 16, 2016 We’ll discuss •

Know your stakeholders when sharing results

•  Different stakeholders have different interests and abilities to interact with the data.

•  No one data product can address all their needs.

•  Foster an on-going dialogue about their interests and needs – people may not know what they want until they’ve seen a few options.

14 Business Solutions to Poverty

Page 15: Lessons from Technoserve’s Corporate …...Lessons from Technoserve’s Corporate Measurement Initiative Presenters: Krisila Benson & Kate Diaz June 16, 2016 We’ll discuss •

Insights from our results

15 Business Solutions to Poverty

Page 16: Lessons from Technoserve’s Corporate …...Lessons from Technoserve’s Corporate Measurement Initiative Presenters: Krisila Benson & Kate Diaz June 16, 2016 We’ll discuss •

Majority of businesses and business IFBAP are outside the SGB sector

TechnoServe | 16

Recommendation: Capture learning and exchange across sectors to increase efficiencies in design, execution, and fundraising.

Business IFBAP and Beneficiaries, by sector, 2015

Business Solutions to Poverty

Page 17: Lessons from Technoserve’s Corporate …...Lessons from Technoserve’s Corporate Measurement Initiative Presenters: Krisila Benson & Kate Diaz June 16, 2016 We’ll discuss •

The vast majority of our IFBAP is from agriculture

TechnoServe | 17

Question: Ag work is rooted in rural areas. And yet we see ongoing urbanization. Does our current strategy lose relevance in the future?

Farmers Farmer Business Groups

Agribusinesses &

Agro-processing

SGBs Micro-enterprises & New Jobs

2015 total IFBAP, by beneficiary type.

Business Solutions to Poverty

Page 18: Lessons from Technoserve’s Corporate …...Lessons from Technoserve’s Corporate Measurement Initiative Presenters: Krisila Benson & Kate Diaz June 16, 2016 We’ll discuss •

Thank you!

18 Business Solutions to Poverty

Page 19: Lessons from Technoserve’s Corporate …...Lessons from Technoserve’s Corporate Measurement Initiative Presenters: Krisila Benson & Kate Diaz June 16, 2016 We’ll discuss •

We are growing financial benefits in focus sectors

TechnoServe | 19

All other sectors

SGBs

Cashew

Cocoa

Coffee

IFBAP by focus sector, 2013-2015

Business Solutions to Poverty

Page 20: Lessons from Technoserve’s Corporate …...Lessons from Technoserve’s Corporate Measurement Initiative Presenters: Krisila Benson & Kate Diaz June 16, 2016 We’ll discuss •

Focus sector beneficiaries are growing more slowly

TechnoServe | 20

All other sectors

SGBs Cashew

Cocoa

Coffee

Beneficiaries by focus sector, 2013-2015

Observation: Performance of the focus sectors confirms our strategic approach, but we are still challenged to scale.

Business Solutions to Poverty

Page 21: Lessons from Technoserve’s Corporate …...Lessons from Technoserve’s Corporate Measurement Initiative Presenters: Krisila Benson & Kate Diaz June 16, 2016 We’ll discuss •

We’re challenged to scale: Beneficiaries + IFBAP

TechnoServe | 21

Question: Why does the upper right quadrant elude us?

$100

$10,000

100 10,000 1,000 100,000 10

IFBAP/ beneficiary compared to total beneficiaries (2015) Color denotes beneficiary type, denotes focus sector.

Business Solutions to Poverty

Page 22: Lessons from Technoserve’s Corporate …...Lessons from Technoserve’s Corporate Measurement Initiative Presenters: Krisila Benson & Kate Diaz June 16, 2016 We’ll discuss •

We see greatest IFBAP + beneficiaries + ROTI with certain donor types

TechnoServe | 22

Question: Are multi donor and PPP awards those for which we have the greatest agency? If so, do we have agency to do more of them?

ROTI compared to total IFBAP Circle size represents total beneficiaries, color denotes donor type.

Business Solutions to Poverty