How Impact Is Measured

The SGF Measurement Architecture

Two sets of numbers. One shared truth.

SGF measures every project across two parallel axes, social, health, economic and environmental impact on one side; corporate and business performance on the other. Partners use these metrics to align their strategy, track progress, and prove value to every stakeholder simultaneously.

A metric only creates shared value when it means something to the community it serves and something to the board that funds it. SGF is built to measure both, from the same dataset, in real time.

SGF Measurement Philosophy

Process

How It Works

From project design to boardroom report, in five steps.

The SGF measurement system is embedded at programme design stage. It is not a retrospective report, it is a live architecture that generates evidence continuously, across both impact and corporate axes.

01

Partner Alignment

The partner selects the corporate and social metrics that matter most to their strategy. SGF maps these to programme activities so every action generates relevant evidence.

02

Baseline Capture

Before implementation, SGF establishes baselines across all chosen indicators using household surveys, community health data, and the partner's existing commercial datasets.

03

Live Data Collection

The JAMII platform captures household, health, economic, and engagement data continuously, feeding both social and corporate indicator engines in real time.

04

Metric Calculation

Each metric is calculated using verified methodologies, SROI, GRI standards, earned media valuation, B-BBEE codes, and SGF's proprietary corporate indicator models.

05

Dual-Axis Reporting

Partners receive one integrated report, formatted for development funders and the corporate board simultaneously. Every figure is sourced, timestamped, and audit-ready.

Reference

The SGF Metric Library

Every metric. Explained simply.

Below are the key indicators SGF tracks across all project types. Each metric shows what it measures, how it is calculated at a high level, and which reporting standard it maps to. Partners select the subset that best aligns to their strategic priorities.

Social

3 metrics

Households Reached

Quantitative

Total number of unique households that receive a programme service, interaction, or intervention within the measurement period.

Calculation logicCount of unique household IDs receiving ≥1 programme touchpoint in period, de-duplicated via JAMII household registry.
Source: JAMII platform Aligns with: GRI 413, SDG 3 & 10

Community Trust Index

Qualitative

Structured community perception score measuring trust in the programme, the partner brand, and the healthcare system, tracked against a pre-programme baseline.

Calculation logicComposite score (0–100) from validated 5-question survey, weighted: Trust (40%) + Perceived benefit (30%) + Likelihood to recommend (30%). Baseline delta reported.
Source: Household survey (n ≥ 200 per district) Aligns with: GRI 413, NPS framework

CHW Reach & Retention Rate

Quantitative

Number of active Community Health Workers deployed, and the percentage retained in the programme over the measurement year, a proxy for programme stability and community embedding.

Calculation logicActive CHWs = CHWs completing ≥4 active months in period. Retention % = (CHWs active at end ÷ CHWs active at start) × 100.
Source: JAMII platform Aligns with: GRI 401, SDG 3.8

Health

3 metrics

Chronic Care Adherence Rate

Quantitative

Percentage of enrolled chronic disease patients who collect medication on schedule, a primary indicator of programme effectiveness in chronic disease management (HIV, diabetes, hypertension).

Calculation logic(Patients collecting medication within 7 days of due date ÷ Total enrolled patients) × 100. Benchmarked against DOH district baseline.
Source: CCMDD/pharmacy dispensing data Aligns with: PEPFAR 90-90-90, SDG 3.3

Avoided Hospitalisation Value

Financial

Monetised value of hospital admissions prevented as a result of programme intervention, using DOH unit cost data. Feeds directly into SROI calculation.

Calculation logicEstimated avoided admissions × DOH average cost per admission (R4,800–R18,500 by condition). Avoided admissions derived from adherence uplift × historical admission probability.
Source: DOH unit cost database, JAMII health data Aligns with: SROI framework, GRI 203

Population Health Improvement Index

Composite

Composite score summarising health status changes across programme households, covering chronic disease management, maternal health, child nutrition, and mental wellness.

Calculation logicWeighted composite of 4 sub-indices (weights confirmed per project type): Chronic management (35%) + Maternal/child (25%) + Nutrition (20%) + Wellness (20%). Scored 0–100 vs baseline.
Source: JAMII multi-domain health data Aligns with: WHO HSPA framework, SDG 3

Economic

3 metrics

Household Income Uplift

Quantitative

Average change in reported monthly household income for programme participants compared to baseline, measuring the economic development dimension of community health interventions.

Calculation logic(Mean household income at 12-month follow-up − Baseline mean income) ÷ Baseline mean income × 100. Reported as % change vs non-participant control group in same district.
Source: JAMII household economic survey Aligns with: SDG 1, 8, 10 | WEF Shared Prosperity Index

Local Employment Created

Quantitative

Number of full-time equivalent (FTE) jobs created within programme communities, including CHW positions, programme administration, supply chain roles, and entrepreneurial opportunities facilitated.

Calculation logicFTE = (Total paid hours worked by community members in programme ÷ 1,960). Broken down by gender, age, and locality. B-BBEE employment equity categories applied.
Source: Programme payroll + CHW contracts Aligns with: GRI 401, B-BBEE Employment Equity codes

Economic Resilience Score

Composite

Household-level index measuring financial stability, combining income regularity, savings behaviour, debt burden, and asset ownership. Tracked over time to show trajectory toward economic independence.

Calculation logicComposite of 5 dimensions scored 1–5: Income regularity, Savings rate, Debt ratio, Asset base, Access to formal finance. Weighted and indexed to 100. Baseline delta reported quarterly.
Source: JAMII household economic tracker Aligns with: SEEP Network resilience framework, SDG 1.5

Environmental

2 metrics

Carbon Footprint per Outcome

Quantitative

CO₂ equivalent emitted per programme outcome delivered (per household reached, per patient enrolled), tracking the environmental efficiency of the programme's logistics and operations.

Calculation logicTotal programme CO₂e (transport + energy + materials, using DEFRA emission factors) ÷ Total programme outcomes delivered. Target: below sector benchmark of 0.8 kg CO₂e per household visit.
Source: Operational logistics data + DEFRA factors Aligns with: GRI 305, TCFD, Science-Based Targets

Waste Reduction & Circular Economy Contribution

Quantitative

Volume of medical and programme waste diverted from landfill through proper disposal protocols, recycling partnerships, and supply chain optimisation.

Calculation logicTotal waste generated (kg) − Landfill-destined waste (kg) = Diverted waste. Diversion rate % = Diverted ÷ Total × 100. Medical waste handled per DOH Health Care Risk Waste regulations.
Source: Waste contractor manifests Aligns with: GRI 306, National Waste Act SA

Brand & Reach

3 metrics

Earned Media Value (EMV)

Financial

The equivalent advertising spend value of all organic media coverage (social media, press, broadcast) generated by programme activities, translating community engagement into a marketing ROI figure.

Calculation logicEMV = Σ (Impressions per channel × CPM benchmark for channel). Social: R45–R120 CPM. Print: R280–R650 per column cm AVE. Broadcast: R1,800–R4,200 per 30-second equivalent.
Source: Social listening tool + media monitoring service Aligns with: AMEC Barcelona Principles

Community Brand Awareness Delta

Qual + Quant

Change in unaided brand recall and net promoter score (NPS) within programme catchment areas between baseline and end-of-programme surveys.

Calculation logicUnaided recall % (post) − Unaided recall % (pre). NPS = % Promoters − % Detractors. Minimum sample: 200 households per district, stratified by ward. Confidence interval: 95%.
Source: SGF community survey instrument Aligns with: Brand Finance valuation methodology

Digital Engagement Index

Quantitative

Aggregated social media engagement generated by programme activity, posts, shares, likes, comments, video views, and hashtag reach across all platforms, attributed to the programme.

Calculation logicIndex = (Shares × 3) + (Comments × 2) + (Likes × 1) + (Views × 0.1) + (Saves × 2.5). Normalised per 1,000 households reached. Tracked weekly via social listening dashboard.
Source: Social listening tool (Brandwatch / Meltwater) Aligns with: AMEC integrated measurement

Market

3 metrics

New Market Penetration Rate

Quantitative

Number and percentage of programme participants who become first-time customers, users, or subscribers of the partner's products or services during or following programme engagement.

Calculation logicNew customers from programme = Programme participants with no prior transaction history in partner's CRM, converting within 18 months of enrolment. Rate = New customers ÷ Total programme participants × 100.
Source: Partner CRM matched to JAMII participant registry Aligns with: CSV market development theory (Porter, 2011)

Demand Creation Index

Quantitative

Uplift in consumption or usage of the partner's relevant products or services in programme geographies, compared to matched control geographies, isolating the demand effect of the programme.

Calculation logicDCI = (Sales growth % in programme district) − (Sales growth % in matched control district). Matched on population size, income decile, and baseline sales. Reported as percentage point uplift.
Source: Partner sales data + IRI/NielsenIQ offtake data Aligns with: Difference-in-differences (DiD) methodology

Customer Lifetime Value Pipeline

Financial

Forward-looking estimate of the total revenue value represented by programme participants who are on a trajectory toward becoming long-term customers, the investment horizon argument for continued programme funding.

Calculation logicCLV pipeline = Σ (Expected annual spend per converted customer × Projected retention years × Conversion probability). Conversion probability modelled from programme participation intensity score.
Source: Partner commercial model + JAMII engagement data Aligns with: CLV standard (Gupta & Lehmann, 2003)

ESG

3 metrics

B-BBEE SED Points Contribution

Compliance

Auditable calculation of B-BBEE Socio-Economic Development scorecard points generated by programme spend, referenced against the current Codes of Good Practice.

Calculation logicSED contribution = Qualifying spend × Recognition multiplier (100% for certified NPOs/beneficiaries). Target: ≥1% of NPAT. Points = min(Actual ÷ Target, 1) × 5 scorecard points. Per dti Codes, 2023 revision.
Source: Programme spend audit + B-BBEE verification agent Aligns with: B-BBEE Codes of Good Practice (dti)

GRI-Aligned Impact Report Score

Qualitative

Assessment of the degree to which programme outputs satisfy material GRI disclosures, producing a pre-formatted evidence base for the partner's annual sustainability report.

Calculation logicScore = % of partner's material GRI topics with verified programme data supplied. Key topics: GRI 203 (Indirect Economic Impacts), 401 (Employment), 413 (Local Communities), 306 (Waste), 305 (Emissions).
Source: SGF programme data mapped to GRI Universal Standards 2021 Aligns with: GRI, ISSB IFRS S1/S2

MSCI / Sustainalytics Rating Uplift Indicators

Qualitative

Pre-mapped data points that align to the specific criteria used by MSCI ESG and Sustainalytics rating methodologies, allowing partners to see the likely rating impact of programme activities before annual disclosure.

Calculation logicSGF maps programme outputs to MSCI key issue weights for the partner's sector (e.g. Health & Pharma: Community Relations = 8.5% weight). Indicative rating contribution modelled annually.
Source: MSCI ESG Ratings Methodology 2024, Sustainalytics Industry Reports Aligns with: Internal SGF model

Financial ROI

3 metrics

Social Return on Investment (SROI)

Financial

Ratio of total social, economic and health value created to total programme investment, expressed in rand terms, making impact comparable to conventional financial return metrics.

Calculation logicSROI = Total monetised social value ÷ Total investment. Social value = Σ (outcome units × financial proxy per unit) × attribution factor × deadweight adjustment. Per SROI Network methodology.
Source: SGF impact model + SROI Network Guide (2012, updated 2021) Aligns with: HM Treasury Green Book, EVPA

Cost Per Outcome

Financial

Programme cost divided by the number of meaningful outcomes delivered, benchmarked against sector norms to demonstrate efficiency and the case for programme scaling.

Calculation logicCPO = Total programme cost (direct + attributed overhead) ÷ Verified outcomes (patient enrolled / household reached / CHW trained). Benchmarked: CCMDD R180–R340 per household. Target: ≤R200.
Source: Programme financial records + JAMII output data Aligns with: 3ie impact evaluation standards

Programme Funding Diversification Ratio

Financial

Proportion of programme funding sourced from multiple partners (government co-funding, secondary corporate partners, data revenues, grant funding), demonstrating financial sustainability and reduced dependency risk.

Calculation logicDiversification ratio = 1 − Herfindahl Index of funding sources. Target: lead corporate share ≤ 60% by Year 3. Reported annually alongside 3-year funding trajectory forecast.
Source: Programme financial statements Aligns with: Impact investor due diligence standards, NPC financial health framework

Talent

3 metrics

Talent Retention Premium

Financial

Cost saving from reduced employee turnover among staff who participate in or are aware of the programme, translating corporate purpose into a measurable HR financial benefit.

Calculation logicSaving = (Turnover rate non-participants − Turnover rate participants) × N participants × Average replacement cost. Replacement cost = 0.5–2× annual salary depending on seniority (SHRM benchmark).
Source: Partner HR data + SGF staff survey Aligns with: SHRM Human Capital reporting, GRI 401

Employee Purpose-Alignment Score

Qualitative

Change in employee engagement scores specifically related to corporate purpose, pride, and social impact, tracked against company-wide culture survey baselines.

Calculation logicDelta = Mean purpose-alignment score (programme-aware staff) − Mean score (non-aware staff). Measured via 3-item scale embedded in annual culture survey: Pride + Recommend + Meaning items (Likert 1–7).
Source: Partner HR culture survey + Gallup Q12 benchmarks Aligns with: Gallup State of the Global Workplace

B-BBEE Skills Development Contribution

Compliance

Points and spend contribution to the B-BBEE Skills Development scorecard from programme-related staff training, workplace learning, and bursary activities.

Calculation logicSD spend = Direct training costs + SGF programme rotation hours × loaded salary rate. Target: 6% of annual payroll. Points = min(Actual ÷ Target, 1) × 20 points. WSP/ATR filed annually with SETA.
Source: Partner HR + SETA WSP/ATR submissions Aligns with: B-BBEE Skills Development codes, SETA guidelines

A note on calculation verification. The calculation logics above represent the high-level methodology applied by SGF. For each project, specific financial proxies, attribution weightings, deadweight assumptions, and benchmarks are confirmed and validated at programme design stage, in collaboration with the partner, relevant sector experts, and where required, an independent verification agent. SGF maintains a live methodology register that is updated as new data standards, regulatory codes, and sector benchmarks are published.

Alignment

Partner Alignment

Find your metrics. Start with your strategy.

Different partners prioritise different indicators. The cards below map partner type to the metrics most likely to be material to their strategy, as a starting point for the alignment conversation with SGF.

Pharmaceutical & Healthcare Companies

Health outcomes are directly aligned with core business. Market development metrics translate community health programmes into commercial pipeline.

  • Chronic adherence rate
  • Population health index
  • Demand creation index
  • Avoided hospitalisation value

Financial Services & Insurers

Wellness programmes reduce claims. Community engagement builds the customer base in underserved markets while satisfying ESG mandates.

  • Economic resilience score
  • CLV pipeline
  • MSCI/ESG rating uplift
  • SROI ratio

FMCG, Retail & Consumer Brands

Last-mile communities are future consumers. Brand engagement in underserved areas generates disproportionate loyalty and earned media value.

  • Earned media value
  • Brand awareness delta
  • Market penetration rate
  • Household income uplift

Logistics, Infrastructure & Technology

Innovation credentials and proprietary data assets differentiate. Supply chain efficiency at the last mile creates both cost savings and strategic moats.

  • Proprietary data asset value
  • Innovation credential score
  • Carbon footprint/outcome
  • GRI-aligned report score

NGOs, NPOs & Development Funders

Social, health and economic outcomes are primary. Financial sustainability metrics demonstrate responsible stewardship to secondary funders and boards.

  • Households reached
  • CHW reach & retention
  • Cost per outcome
  • Funding diversification

Listed Corporates & Conglomerates

Regulatory compliance, investor relations, and talent strategy all converge. ESG rating uplift and B-BBEE scorecard contribution are boardroom priorities.

  • B-BBEE SED points
  • GRI-aligned score
  • Talent retention premium
  • Purpose-alignment score

Standards

Methodology Reference

The standards behind the numbers.

SGF's measurement methodology is grounded in internationally recognised frameworks, adapted for the African context and confirmed per project. The table below summarises the primary standards referenced in the SGF metric library.

Standard / Framework Domain Key Metrics Informed Notes for SGF
GRI Universal Standards 2021 ESG / Social / Environmental GRI 203, 305, 306, 401, 413 Provides material topic framework and disclosure indicators. SGF maps programme outputs to material topics confirmed with each partner.
SROI Network Methodology (2021) Financial / Social ROI SROI ratio, Avoided hospitalisation value Financial proxies for health outcomes to be confirmed against SA DOH unit cost database and sector benchmarks per project.
B-BBEE Codes of Good Practice (dti, 2023) Compliance / ESG SED points, Skills Development contribution Qualifying expenditure definitions and recognition multipliers verified annually against current Codes. B-BBEE verification agent to confirm scoring.
AMEC Barcelona Principles (3rd Ed.) Brand / Media EMV, Digital Engagement Index, Media coverage value CPM benchmarks to be confirmed with partner's media agency or social listening tool provider. AVE benchmarks updated quarterly.
Porter & Kramer CSV Framework (2011) Market development Demand Creation Index, Market Penetration Rate, CLV Pipeline Difference-in-differences matching methodology for control districts to be agreed with partner's commercial analytics team at programme design.
MSCI ESG Ratings Methodology (2024) ESG / Investor ESG rating uplift indicators Sector-specific key issue weights confirmed annually. SGF to develop internal model mapping programme outputs to MSCI pillar scores per industry.
SDG Indicator Framework (UN, 2030) Social / Health / Economic / Environmental All social and health metrics SDG mapping applied as secondary alignment layer. Primary metrics remain programme-specific; SDG alignment supports grant donor reporting and global disclosure.
SHRM Human Capital Reporting Talent / HR Talent retention premium, Skills development Replacement cost benchmarks (0.5–2× salary) to be confirmed with partner HR team. Varies significantly by seniority and function.
WHO Health System Performance Assessment Health Population Health Improvement Index Sub-index weights (chronic, maternal, nutrition, wellness) to be confirmed per project type and partner health focus area. Composite weighting is configurable.
DEFRA / GHG Protocol (Emission Factors) Environmental Carbon footprint per outcome SA-specific emission factors (DFFE/ESKOM grid intensity) to be applied where available. DEFRA factors used as fallback. Scope 1+2 tracked; Scope 3 reported where feasible.

Next Step

Ready to choose your metrics?

SGF works with each partner to select, baseline, and track the specific indicators that matter to their strategy. The conversation starts with your priorities, and ends with a measurement architecture that serves every stakeholder simultaneously.

Start the alignment conversation