1. Pemantauan, Evaluasi &
Pengukuran Program
Social Investment Indonesi
www.socialinvestment-id.com
Pelatihan Pengembangan Investasi Sosial Strateg
Surabaya, 16-17 Juli 201

2. Agenda Sesi In
1. Social Impact Assessment
2. Metode Pemantauan dan
Evaluasi Program
3. SROI
4. Study Case

3. “Organiza)on
impact:
posi)ve
or
nega)ve
change
to
society,
economy
or
the
environment,
wholly
or
par)ally
resul)ng
from
an
organiza)on's
past
and
present
decisions
and
ac)vi)es”
(ISO
26000)

4. Tipikal Isu dalam SIA
• Demografik
• Sosial Ekonomi
• Kesehatan Lingkungan
• Infrastruktur Sosial
• Sumberdaya
• Perubahan Aspek-Aspek
Komunitas
• Properti Kultural

5. • Karakteris)k
Investasi
• Latar
Belakang
Sejarah
Area
• Screening
Pendahulauan
tentang
Isu
Sosial
• Tuntutan
Legal
• Objek)f
Perusahaan
• Iden)fikasi
Pemangku
Kepen)ngan

6. dampak sosial
• Populasi dan Demografik; pertumbuhan
penduduk-migrasi, suku, agama, pendidikan dll
• Infrastuktur Sosial: Transportasi, Air Bersih,
Energi, Telekomunikasi, Ekonomi, Pendidikan,
Kesehatan dll
• Penyakit Sosial; Gangguan keamanan Domestik,
Lokal, Perubahan Karakteristik, Prostitusi dll
• Kebiasaan dan Budaya; perubahan budaya
keluarga, perubahan pola kehidupan ekonomi,
penilaian akan aset, Perubahan Pola Institusi dll
• Keseimbangan Lingkungan; Lahan, Polutan,
Keanekaragaman Hayati dan Fauna dll

7. Kebutuhan Akan Data
MEMPENGARUHI VARIABLE
Transparansi dan Akunbilitas
Validasi dan Verifikasi
MONITORING & EVALUASI

8. Plan: Identifikasi dan Analisa permasalahan
Do: Pengembangan dan alternatif Solusi.
Check: Pengukuran efektivitas alternatif solusi
dan analisa perbaikakan
Act: Implementasi penuh solusi perbaikkan

9. Program
Kegunaan Pemantauan dan Evaluasi.
Program Investasi Sosial (CI) adalah
menyediakan alat bagi pelaksana CI
dalam pembelajaran atas kejadian
masa lampau, meningkatkan kualitas,
perencanaan dan alokasi sumberdaya
dalam kegiatan CI

10. metode, pengukuran dan Pendekatan
• Performance Indicators
• The Logical Framework Approach
• Theory-based Evaluation
• Formal Survey
• Rapid Appraisal Methods
• Participatory Methods
• Public Expenditure Tracking Survey
• Impact Evaluation
• Cost Benefit and Cost-effectiveness Analysis
• Social Return of Investment (SROI)
World Bank, 2002 Monitoring & Evaluation:
Some Tools, Methods & Approaches

11. • Providing rapid information for
management decision-making, especially
at the project or program level
• Providing qualitative understanding of
complex socioeconomic changes, highly
interactive social situations, or people’s
values, motivations, and reactions
• Providing context and interpretation for
quantitative data collected by more formal
methods

12. Key informant interview—a series of open-ended questions
posed to individuals selected for their knowledge and experienc
in a topic of interest. Interviews are qualitative, in-depth, and
semi-structured.
Focus group discussion—a facilitated discussion among 8–12
carefully selected participants with similar backgrounds.
Participants might be beneficiaries or program staff, for example
The facilitator uses a discussion guide. Note-takers record
comments and observations.
Community group interview—a series of questions and facilitate
discussion in a meeting open to all community members and a
carefully prepared questionnaire
Direct observation—use of a detailed observation form to record
what is seen and heard at a program site. The information may b
about ongoing activities, processes, discussions, social
interactions, and observable results.
Mini-survey—a structured questionnaire with a limited number
close-ended questions that is administered to 50–75 people.

13. Social Return on Investment (SROI) is a framework
for measuring and accounting for this much
broader concept of value; it seeks to reduce
inequality and environmental degradation and
improve wellbeing by incorporating social,
environmental and economic costs and benefits.
as a viable approach to measuring the extent to
which social impacts are being achieved
The calculation based on outcomes, inputs are
applied to service activities to produce outputs,
from which outcomes are derived, which result in
impacts In those terms, the purpose of SROI is to

14. There are two types of SROI:
•• Evaluative, which is conducted
retrospectively and based on actual outcomes
that have already taken place.
•• Forecast, which predicts how much social
value will be created if the activities meet
their intended outcomes.

15. •• Involve stakeholders.
•• Understand what changes.
•• Value the things that matter.
•• Only include what is material.
•• Do not over-claim.
•• Be transparent.
•• Verify the result.

16. 1. Establishing scope and
identifying key stakeholders.
2. Mapping outcomes.
3. Evidencing outcomes and giving
them a value.
4. Establishing impact.
5. Calculating the SROI.
6. Reporting, using and embedding

17. Suatu Perusahaan dalam CI Merencanakan program
pemberdayaan masyarakat melalui kegiatan pelatihan
peningkatan kualitas hasil karet
1. Identifikasi Stakeholder dan Cakupan
Objektif Program
• Stakeholder Management Plan
• Objektif Tanaman Karet
• Cakupan Geografis dan Demografis
• Alokasi Sumberdaya Internal dan External
• Alignment Program

18. 2. Mapping Outcomes
Outcomes: Tujuan yang akan dicapai dari
program pelatihan:
1. Peningkatan pendapatan petani karet
2. Peningkatan nilai jual hasil karet petani
3. Peningkatan kapasitas petani
4. Alih tepat guna

19. lue
mbuktian Outcomes dan memberikan Nilai yaitu dengan
idasi dan verifikasi dari hasil mapping outcomes dalam
latihan tersebut
Apakah pendapatan petani menjadi naik dari hasil karet?
Apakah ada peningkatan kapasitas dan alih teknologi tepa
na yang dipraktekkan keseharian oleh petani?
rikan Value secara real angka-angka tersebut berdasarkan
ta verifikasi dan Validitas

20. 4. Establishing Impact
Peningkatan Kesejateraan Keluarga Petani Karet
Memperbesar akses ke pendidikan lebih tinggi
pada anak
Memperbesar akses ke kesehatan keluarga pada
ibu
Meningkatkan kualitas hidup keluarga petani dari
program CI

21. • Data Dasar
1. Pendapatan petani sebelum mengikuti program
pelatihan
2. Biaya Pelatihan
3. Biaya-Biaya dalam Pendidikan dan Kesehatan keluarga
• Data Primer hasil verifikasi dan validasi
1. Total Present Value
2. Net Present Value
3. SROI

22. Ilustrasi:
A. Total Input : 50juta
B. Total Present Value: 100juta
Net Present Value: Total Present
Value – Total Input= 50juta
C. SROI = Total Present Value/Total
Input = 2
Dalam Pelatihan Tersebut: Ada nilai 2
Rupiah dari setiap 1 Rupiah yang di

23. 1. SROI adalah penghitungan “Nilai” bukan
dalam hitungan angka Rupiah
2. Masih floating bentuk panduan sehingga
masih diperlukan pengembangan lebih
lanjut
3. Butuh Uji lebih luas
4. Konsistensi antara batasan Outcomes dan
Impact
5. Masih memakai analisa Judgemental

24. Terima Kasih !
Social Investment Indonesia
www.socialinvestment-id.com