Adding metrics to the Theory of Change

This article shows you how to identify standard metrics and create custom metrics for an existing Theory of Change in the Impact Strategy module.

Pre-requisites :

* A Theory of Change created. If you haven't created one yet, please review this document first: How to create a Theory of Change.

This article will learn to identify and add (create) new metrics or indicators in the Impact Strategy module. By the end of this tutorial, you will be able to successfully add Standard or Custom metrics for an existing Theory of Change to measure whether the impact goal is fulfilled or not.

 

1. Log on to Impact Cloud. This is the first screen you will see :

2. Click on Impact Strategy for Impact Maker. You will see the following screen:

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NOTE: You will see all the Theories of Change that you have created.

3. Click on any Theory of Change on the left side of the screen. The below screen will be displayed.

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4. To add indicators or metrics, click on Edit on any ToC step. Alternatively, you can also click on Edit Strategy on the top right corner of the screen. The below screen is shown :

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5.  Click on Add Standard Metrics or Create Custom Metrics. Selecting "Add Standard Metrics" will take you to our Metrics Catalog through which you can search for metrics that have already been designated as appropriate by various researchers and organizations like GIIN, UN SDG, World Bank, Bond, etc. The catalog can be navigated through the categories shown on the left or by typing a keyword in the search box with the name Search for Metrics. The search result will appear for any keyword, as shown on the screen below. 

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6.  Select appropriate metrics by checking the box on the left side of the metrics' names and click on Add to Set. Once done with selecting all the standard metrics you need, click on the back arrow ( <- ) above the search box to go back to your ToC.

7. The standard metrics that were selected and added will appear on the screen as shown below:

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8.  If you prefer to create bespoke metrics, then click on Create Custom Metrics. The below screen should appear.

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  • In Name type, the metric's name as it will be shown on the ToC.
  • In Status, select Active to start using it right away or Inactive if it still needs revisions.
  • In Format, select the type of data that will be taken in. It can be Number, Currency, Single line Text, Percentage, etc.
  • Polarity, defined as a higher number, is positive or negative. This is helpful when you add targets to your metrics.

NOTE: By hovering over the (?) icons, you can get additional tips and helps in the advanced section, which can be reached by clicking Advanced (Recommended). All the starred options (*) must be filled out, but the rest of the options are for your own use to clarify the metric.

If you are interested in aligning your metrics to the Sustainable Development Goals, you can click on any custom or standard metric, go to the Advanced section, and check the box SDG Alignment. Then, a drop-down will display all the SDGs for you to select one or multiple.  

NOTE: In the case of the standard metrics, some of them already have an alignment to SDGs, which comes from the metrics catalog. But you can still edit the alignment once the metric has been saved to your TOC. 

9. Once you have added all the relevant information to create your custom metric, click on Save.

10.  The screen will be shown as below :

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NOTE: The standard metrics are identified by a unique ID number displayed on the right side of each metric added. Also, standard metrics are in the color blue, while custom and modified metrics are in color teal. 

11. After adding all the metrics, you can again click on the Theory of Change name on the left panel to view it fully, as shown below :

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Congratulations !!! You have created the Theory of Change with indicators that will provide evidence of the outcomes and impact. 

 

Please watch the following video for more details on how to select standard metrics and create custom metrics: