2014 Year End Grant Reporting April 7, 2015 Susan Pollara 617.305.7501 spollara@trueimpact.com
Program Profile
Process Receive mail notification &setup account Create program profile Receive feedback & edit Submit for Review Publish
A. Receive Email Notification Investment Notification from Con Edison From: conedison@trueimpact.com 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: http://www.trueimpact.com/ir. Email 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 email at conedison@trueimpact.com. For questions about your investment, please contact your Con Edison representative directly. Sincerely, Con Edison
B. Create a new account Existing account? Click to login.
C. Account Setup Step 4 - Allocate and Classify Investment
C. Account Setup 2014 Popup displays contact email Step 4 - Allocate and Classify Investment
C. Account Setup Step 4 - Allocate and Classify Investment
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
C. Account Setup
Summary A. Receive email 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
Create Initial Profile
A. Overview
B. Logic Model
B. Logic Model
B. Logic Model
B. Logic Model
B. Logic Model
B. Logic Model
B. Logic Model Tracking Estimation Speculation
B. Logic Model
C. Narratives
D. Operations
D. Operations Draft Final Report Final Report
D. Operations Draft Final Report
Submit For Review
Create Initial Profile A. Overview B. Logic Model (describe intervention, ID beneficiaries, define outcomes, report results) C. Narratives D. Operations Submit for Review
Receive Feedback
Edit (as appropriate)
Publish Publish
Publish Publish
Publish A. Receive Feedback B. Edit (as appropriate) C. Publish
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