1. Client Management System The principles and practicalities of integrating SV into CMS

2. Overview of SV integration CRM Social Value Report £

3. An example of SV integration Commissioned by Places for People

4. What is ECCO? ECCO An auditable web-based management information system for the delivery and reporting of care and support services

5. What is HACT? HACT has been working with leading social impact measurement expert Daniel Fujiwara, Director of Simetrica, to develop new ways of understanding the value that housing associations create to ensure informed investment decisions. They have created the largest bank of methodologically consistent and robust social values ever produced. The values can also be used within a full SROI or Cost-Benefit Analysis.

6. Why ECCO and HACT for SROI? WHY ECCO support plans direct staff to contract-designed actions (SMART steps) which also form the audit for achieving outcomes HACT uses large data sets to accurately determine the financial value of overarching outcomes Allows comparisons of the same outcome from any other activity/service

7. Benefits of integrated system Easy for staff - integrated solution Easy for clients - no irrelevant surveys Easy for managers - real-time SROI results anytime Easy for publishing - already HACT approved Easy for auditing - click-through reports down to individual work used to obtain the results

8. Main tasks  Map the SMART steps of ECCO to the HACT value outcomes  Embed the HACT Social Value Bank (assigning £ to outcomes achieved) into ECCO  For each SMART step that has corresponding HACT outcome(s), support staff through surveys with their clients, record changes that contribute to SVB outcomes  Perform and report social value calculations

9. Matching of SMART steps to HACT value outcomes Note that this matching is authenticated and certified by HACT ECCO Smart StepHACT Outcome Question(s) when selected on Needs Assessment Participate in leisure/cultural/faith activities and/or informal learning activities Member of social groupN/A Participate in formal training and/or education Vocational training 8. Are you currently on a vocational training programme? Participate in any work-like activities (inc unpaid work, work experience, work-like experience and voluntary work) Regular volunteering 4. Do you volunteer at least once a month? Regular attendance at voluntary or local organisation 5. Do you attend local voluntary groups at least once a month?

10. Surveys to capture social change Pre-survey:  At the time of needs assessment, SMART steps are identified, and corresponding HACT value outcomes noted  When a SMART step is selected and saved, relevant questions are prompted  The CMS schedules a re-asking of the same questions to prompt the support staff to record changes at a later time Post-survey:  The post-survey asks the same questions as the pre-survey to determine any changes eg changes to employment status  Changes are recorded to claim HACT social values

11. Principles of implementation Referral and initial assessment Needs assessment and support plan Monitoring and reporting of support plan Social value calculations Post-surveys to determine HACT outcomes Matching ECCO SMART steps to HACT value outcomes and implementing pre- surveys

12. Needs Assessment SMART Steps

13. Pre-survey In the needs assessment, selecting a SMART step which is mapped to a HACT value outcome will trigger a pre-survey and the questions will appear on the screen Pre-survey question pop-up

14. Post-survey

15. Social value calculation ECCO smart stepHACT outcomeSocial value Participate in formal training and/or education Vocational training£ Participate in any work-like activities (inc unpaid work, work experience, work-like experience and voluntary work) Regular volunteering£ Regular attendance at voluntary or local organisation £ Identify and apply for formal certified training/education Able to obtain advice locally£ Feel in control of life£

16. Social value calculation & report