Impact Assessment & SROI Advisory | Transunifyy
Comprehensive impact assessment services for CSR programs, NGOs, and foundations. SROI analysis, baseline-endline studies, outcome mapping, program evaluation, and Social Stock Exchange readiness advisory across India.
1. Baseline, Midline and Endline Studies
2. Social Return on Investment (SROI) Analysis
3. Theory of Change and Outcome Mapping
4. Program Evaluation and Review
5. SSE Readiness and Impact Disclosure Advisory
Every year, Indian corporates, NGOs, and foundations invest thousands of crores in social programs. But when stakeholders ask the fundamental question — “What impact did we create?” — most organisations struggle to answer with evidence.
The gap is not in intent but in methodology. Impact assessment requires rigorous research design, systematic data collection, appropriate analytical frameworks, and clear communication of findings. Most organisations lack the in-house expertise to conduct these assessments at the level that donors, boards, and regulators now expect.
Transunifyy’s impact assessment services combine 20+ years of field research experience with AI-powered analytics to deliver assessments that are rigorous, practical, and actionable.
Baseline studies establish the starting conditions before a program begins. Endline studies measure conditions after the program concludes. Midline studies provide interim checks during implementation. Together, they form the gold standard for measuring program impact.
Our approach to baseline-endline studies includes designing statistically robust sampling frameworks appropriate for the program context, conducting field surveys using trained enumerators with mobile data collection tools, analysing data using both quantitative methods for measurable indicators and qualitative methods for understanding lived experiences, producing reports that clearly show what changed and the extent to which the change can be attributed to the program, and providing actionable recommendations for program improvement.
We have conducted baseline-endline studies across education, healthcare, livelihoods, water and sanitation, environment, and rural development programs. Our mobile data collection tools support offline surveys in remote areas and voice-to-text input in regional languages, ensuring data quality even in the most challenging field conditions.
SROI goes beyond traditional impact measurement by assigning financial value to social outcomes. It answers the question: “For every rupee invested, how many rupees of social value were created?”
Our SROI methodology involves mapping the full chain of inputs, activities, outputs, and outcomes for each stakeholder group. We identify appropriate financial proxies for social outcomes such as the value of improved health, increased income, or time saved. We calculate SROI ratios that account for deadweight, attribution, and displacement. We produce board-ready SROI reports that translate social impact into language that corporate leadership and investors understand.
SROI analysis is increasingly demanded by CSR committees, foundation boards, and ESG reporting frameworks. It is also essential for organisations preparing to list on India’s Social Stock Exchange.
Theory of Change is the logical framework that connects what you do to the change you want to create. A well-constructed Theory of Change guides program design, defines what to measure, and creates a shared understanding of how change happens.
We help organisations build Theories of Change through facilitated workshops with program teams and stakeholders, identifying short-term outputs, medium-term outcomes, and long-term impact goals, mapping the assumptions and external factors that influence each step, and defining indicators and data sources for each level of the results chain.
The result is a visual framework that serves as both a planning tool and an accountability mechanism — making it clear to donors, boards, and teams exactly how program activities lead to measurable social change.
Traditional monitoring counts outputs — number of trainings conducted, beneficiaries enrolled, toilets built. Outcome mapping goes deeper to track the changes that matter — changes in behaviour, practices, relationships, and systems.
Our outcome mapping approach defines boundary partners and the specific changes expected in their behaviour, establishes progress markers that show gradual movement toward desired outcomes, designs data collection methods appropriate for tracking behavioural and systemic change, and provides regular outcome monitoring reports that complement output tracking.
This approach is particularly valuable for programs in complex sectors like livelihoods, governance, and gender equality, where counting outputs alone fails to capture the real impact.
Mid-term and end-of-program evaluations provide a comprehensive assessment of what worked, what did not work, and why. Our evaluations go beyond compliance to generate learning that improves future programming.
Our evaluation services include formative evaluations during early implementation to enable course correction, summative evaluations at program completion to assess overall effectiveness, process evaluations that examine how programs are being implemented, and thematic evaluations that look at specific aspects like gender inclusion, sustainability, or scalability.
Every evaluation includes actionable recommendations and a clear presentation format suitable for donor reporting, board presentations, and internal learning.
Raw assessment data becomes powerful when presented clearly. We transform complex findings into compelling impact narratives that resonate with different audiences.
Our impact reporting services include visual impact reports with infographics, maps, beneficiary stories, and outcome dashboards, executive summaries designed for board presentations and stakeholder meetings, donor-specific reports formatted to meet individual funder requirements, and public-facing impact communications for websites, annual reports, and media.
India’s Social Stock Exchange is creating a new pathway for social enterprises and NGOs to raise capital by demonstrating measurable social impact. Listing on the SSE requires meeting SEBI’s standards for impact disclosure, governance, and reporting.
Our SSE readiness advisory helps organisations understand the SSE listing requirements and eligibility criteria, prepare Annual Impact Reports that meet SEBI’s disclosure standards, establish impact measurement frameworks that satisfy SSE requirements, set up governance and reporting systems for ongoing compliance, and build the evidence base needed for social auditor assessment.
We combine impact assessment expertise with technology-enabled reporting through the Transunifyy platform, making ongoing SSE compliance sustainable rather than a one-time exercise.
Our assessment team has conducted impact studies across India’s major development sectors including education and skill development with learning outcome measurement, healthcare and nutrition programs including maternal and child health, livelihood and enterprise development including income and employment tracking, water, sanitation and hygiene programs including behaviour change assessment, environment and climate action including carbon footprint and ecosystem services valuation, rural development and infrastructure programs, and gender equality and women’s empowerment initiatives.
This multi-sector experience ensures that our assessment methodologies are adapted to the specific context and indicators relevant to each domain.
Field-first rigour — Our team does not rely on desk reviews alone. We conduct primary data collection in the field using trained research teams, ensuring that findings reflect ground reality rather than reported data.
Mixed methods approach — We combine quantitative surveys with qualitative tools including focus group discussions, key informant interviews, case studies, and participatory assessments. This provides both statistical evidence and human context.
Technology-enabled data collection — Our field teams use Transunifyy’s mobile data collection tools with offline capability, geo-tagging, and voice-to-text in regional languages. This ensures data quality and speed even in remote areas.
Actionable recommendations — Every assessment concludes with specific, practical recommendations that program teams can implement. We avoid generic academic conclusions and focus on what the organisation can do differently.
Impact assessment needs vary based on program maturity, sector, scale, and stakeholder requirements. We start with a detailed discussion to understand your context, then propose an assessment design tailored to your specific needs and budget.
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