2014 Year End Grant Reporting

Transcription

1 2014 Year End Grant Reporting April 7, 2015 Susan Pollara

2 Program Profile

3 Process Receive mail notification &setup account Create program profile Receive feedback & edit Submit for Review Publish

4 A. Receive Notification Investment Notification from Con Edison From: Dear Jane Doe, We are pleased to notify you of our 10,000 investment in ABC Nonprofit as part of our 2014 Environmental Stewardship portfolio. To facilitate reporting, we ask that you log into the Impact Receipt platform - a universal reporting tool for social investments - to assign this investment to the relevant program(s) at your organization, and to begin your reporting process. Get started here: notification contains sign up link If you have any technical questions about this process, please contact our reporting partner, True Impact, using the Help button on the platform, or via at conedison@trueimpact.com. For questions about your investment, please contact your Con Edison representative directly. Sincerely, Con Edison

5 B. Create a new account Existing account? Click to login.

6 C. Account Setup Step 4 - Allocate and Classify Investment

7 C. Account Setup 2014 Popup displays contact Step 4 - Allocate and Classify Investment

8 C. Account Setup Step 4 - Allocate and Classify Investment

9 C. Account Setup Step 3 - Identify Relevant Programs Step 4 - Allocate and Classify Investment Investment $10,000 Investment from Con Edison Allocate to Program: Investment Classification: Save Our Planet Incremental Significant Foundational

10 C. Account Setup

11 Summary A. Receive notification B. Create a new account Or, login if existing account C. Account Setup Tell us about your organization Confirm funder investment Identify relevant programs Allocate and classify investment

12 Create Initial Profile

13 A. Overview

14 B. Logic Model

15 B. Logic Model

16 B. Logic Model

17 B. Logic Model

18 B. Logic Model

19 B. Logic Model

20 B. Logic Model Tracking Estimation Speculation

21 B. Logic Model

22 C. Narratives

23 D. Operations

24 D. Operations Draft Final Report Final Report

25 D. Operations Draft Final Report

26 Submit For Review

27 Create Initial Profile A. Overview B. Logic Model (describe intervention, ID beneficiaries, define outcomes, report results) C. Narratives D. Operations Submit for Review

28 Receive Feedback

29 Edit (as appropriate)

30 Publish Publish

31 Publish Publish

32 Publish A. Receive Feedback B. Edit (as appropriate) C. Publish

33 Timeline Stage Elapsed Time Due Date 10 days Monday, April 20 th Feedback (from True Impact) 7 days Monday, April 27 th 7 days Monday, May 4 th