IMM Fundamentals

A SELF-GUIDED ONLINE RESOURCE This self-directed resource is intended for Social Finance Intermediaries (SFIs) seeking investment from a wholesaler in the Government of Canada’s Social Finance Fund (SFF). It covers impact measurement and management (IMM) fundamentals to prepare SFIs for the wholesalers’ IMM Due Diligence. This resource is designed to support the social equity goals of the Social Finance Fund. According to Employment and Social Development Canada, the governmental department leading the Social Finance Fund: “The SFF was designed through a lens of social equity and inclusion. The social equity lens helps to ensure that investments reach and support underrepresented groups and diverse equity-deserving communities. The application of a social equity lens to the SFF aims to address systemic bias, encourage decisions that remove barriers, and ensure diversity analyses are incorporated throughout investment decision-making processes.” This resource also provides a foundation for a synchronous online course specifically developed for SFF participants, also led by Impact Frontiers in partnership with Realize Capital Partners. Titled “IMM for the Social Finance Fund,” that course covers more advanced topics and is centered around interactive, hands-on, peer-to-peer learning with active support from the Realize Capital Partners and Common Approach to Impact Measurement teams.

Curriculum

14 Chapters · 98 Lessons

1
Welcome
1. (Included in full purchase)
  Welcome
2
Land Acknowledgement
1. (Included in full purchase)
  Land Acknowledgment
3
Module 1: Introduction
1. (Included in full purchase)
  Intro
2. (Included in full purchase)
  Recognizing and Integrating Indigenous Perspectives
3. (Included in full purchase)
  Introducing Common Approach
4. (Included in full purchase)
  Action –> Assignment: Articulate Your Goals
5. (Included in full purchase)
  Key Points
6. (Included in full purchase)
  Additional Resources
4
Module 2: What Is Impact Management?
1. (Included in full purchase)
  Intro
2. (Included in full purchase)
  Welcome to IMM for the SDGs
3. (Included in full purchase)
  4 Steps of Impact Measurement and Management
4. (Included in full purchase)
  Impact Measurement is a System-wide Phenomenon
5. (Included in full purchase)
  A Brief History of Accounting
6. (Included in full purchase)
  Overview of Data Collection Requirements for the SFF
7. (Included in full purchase)
  4 Personas: Where Do You Fit in the Capital Chain for Sustainable Development?
8. (Included in full purchase)
  Key Points
9. (Included in full purchase)
  Additional Resources
10. (Included in full purchase)
  Quiz
5
Module 3: Impact for Decision-making
1. (Included in full purchase)
  Intro
2. (Included in full purchase)
  Intro to Impact for Decision-making
3. (Included in full purchase)
  Define Your Impact Thesis
4. (Included in full purchase)
  Introduction to Integrating SDG Strategy for Enterprises in 3 Steps
5. (Included in full purchase)
  Develop a “Data for Decision-making” Mindset
6. (Included in full purchase)
  Linking Investor & Investee Impact Measurement Cycles with Common Approach Standards
7. (Included in full purchase)
  Key Points
8. (Included in full purchase)
  Additional Resources
9. (Included in full purchase)
  Quiz
6
Module 4: Taking a Multi-dimensional Approach to Impact
1. (Included in full purchase)
  The Five Dimensions of Impact
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  The 5 Dimensions of Impact
3. (Included in full purchase)
  Decide What to Measure from 15 Data Categories
4. (Included in full purchase)
  Common Impact Data Standard & 5 Dimensions of Impact
5. (Included in full purchase)
  Introduction to the Common Impact Data Standard
6. (Included in full purchase)
  The ABC of Impact
7. (Included in full purchase)
  Assign ABC Goal Type
8. (Included in full purchase)
  Key Points
9. (Included in full purchase)
  Additional Resources
10. (Included in full purchase)
  Quiz
7
Module 5: What Impacts Matter?
1. (Included in full purchase)
  Intro
2. (Included in full purchase)
  Identify Sustainable Development Issues Relevant to Stakeholders - Enterprises
3. (Included in full purchase)
  Identify Sustainable Development Issues Relevant to Stakeholders - Investors
4. (Included in full purchase)
  Connecting the Dots
5. (Included in full purchase)
  Key Points
6. (Included in full purchase)
  Additional Resources
7. (Included in full purchase)
  Quiz
8
Module 6: Enterprise Contribution
1. (Included in full purchase)
  Intro
2. (Included in full purchase)
  Innovations for Poverty Action
3. (Included in full purchase)
  Understanding a Company's Impact on People and the Planet (IMP)
4. (Included in full purchase)
  Common Foundations
5. (Included in full purchase)
  Key Points
6. (Included in full purchase)
  Additional Resources
7. (Included in full purchase)
  Quiz
9
Module 7: Investor Contribution
1. (Included in full purchase)
  Intro
2. (Included in full purchase)
  Investor Contribution Strategies
3. (Included in full purchase)
  Set Investor Contribution Level
4. (Included in full purchase)
  Spotlight on "Signal that Impact Matters"
5. (Included in full purchase)
  Reflecting on Investor and Enterprise Contribution From an Ecosystem Perspective
6. (Included in full purchase)
  Navigating Investor and Enterprise Contribution: An Ecosystem Perspective (Impact Narratives)
7. (Included in full purchase)
  Connecting the Dots
8. (Included in full purchase)
  Key Points
9. (Included in full purchase)
  Additional Resources
10. (Included in full purchase)
  Quiz
10
Module 8: Measurement in the SFF
1. (Included in full purchase)
  Intro
2. (Included in full purchase)
  Common Impact Data Standard Demo
3. (Included in full purchase)
  Key Points
4. (Included in full purchase)
  Additional Resources
5. (Included in full purchase)
  Quiz
11
Module 9: Impact Risk
1. (Included in full purchase)
  Intro
2. (Included in full purchase)
  Impact Risk
3. (Included in full purchase)
  Connecting the Dots
4. (Included in full purchase)
  Key Points
5. (Included in full purchase)
  Additional Resources
6. (Included in full purchase)
  Quiz
12
Module 10: Impact Management in Practice
1. (Included in full purchase)
  Intro
2. (Included in full purchase)
  Integrate Impact into the Investment Cycle
3. (Included in full purchase)
  Prepare to Monitor SDG Impact
4. (Included in full purchase)
  Common Impact Data Standard & Dashboards
5. (Included in full purchase)
  Flexibility for Impact Management
6. (Included in full purchase)
  Aggregating Non-uniform Metrics with the Common Framework
7. (Included in full purchase)
  Connecting the Dots
8. (Included in full purchase)
  Action —> Worksheet: Investor Capability Diagnostic (Download)
9. (Included in full purchase)
  Key Points
10. (Included in full purchase)
  Additional Resources
11. (Included in full purchase)
  Quiz
13
Module 11: Impact Screens and Impact Ratings
1. (Included in full purchase)
  Intro
2. (Included in full purchase)
  Screening and Exclusions (PRI)
3. (Included in full purchase)
  Introduction to Impact Ratings
4. (Included in full purchase)
  Case Study: Frontiers Fund
5. (Included in full purchase)
  Action —> Worksheet: Create a high/medium/low impact rating (Download)
6. (Included in full purchase)
  Connecting the Dots
7. (Included in full purchase)
  Key Points
8. (Included in full purchase)
  Additional Resources
9. (Included in full purchase)
  Quiz
14
Module 12: Conclusion
1. (Included in full purchase)
  Conclusion
2. (Included in full purchase)
  Conclusion from Common Approach
3. (Included in full purchase)
  Action –> Assignment: Final Reflection
4. (Included in full purchase)
  Additional Resources
5. (Included in full purchase)
  Feedback Survey
6. (Included in full purchase)
  Add Your Certificate to LinkedIn

IMM Fundamentals (English)

Curriculum

Welcome

Land Acknowledgement

Module 1: Introduction

Module 2: What Is Impact Management?

Module 3: Impact for Decision-making

Module 4: Taking a Multi-dimensional Approach to Impact

Module 5: What Impacts Matter?

Module 6: Enterprise Contribution

Module 7: Investor Contribution

Module 8: Measurement in the SFF

Module 9: Impact Risk

Module 10: Impact Management in Practice

Module 11: Impact Screens and Impact Ratings

Module 12: Conclusion