1. Impact Measurement Platform
  2. Process
  3. Define and collect
Process · Define and collect

Define and collect

From a named goal to source-linked observations.

Step by step

  1. Choose the goal Admin

    The Admin maintains the organization. The Impact Measurement Platform Administrator maintains the applicable theory-of-change goal, including its effective period and policy reference. The operator checks that the program belongs under that goal.

    • Establish reporting context
    • Updates Organizations, Theory of change goals
  2. Define the program Impact Measurement Platform Operator

    The operator enters a program number, name, organization, owner and observation date. Defined is the starting state for the work.

    • Create named owned work
    • Updates Impact programs
  3. Begin collection Impact Measurement Platform Operator

    The owner moves the program into collection and records outcome lines under the program. Each line keeps a source record identifier so the measurement can be traced back.

    • Preserve measurements and state
    • Updates Impact programs, Outcome observations, State history
  4. Check the lines Impact Measurement Platform Operator

    The operator compares the observed date, measured value, unit and source reference with the intended goal. Pending observations stay visible while source questions are resolved.

    • Compare values with source rules
    • Updates Outcome observations, Source mappings
  5. Prepare the package Impact Measurement Platform Operator

    The operator links supporting documents and creates assigned follow-up actions for missing material. The package is ready for evidence verification once those questions have owners.

    • Attach support and assign gaps
    • Updates Evidence documents, Follow up actions

Where it usually breaks

And how to keep it from happening.

  • A goal with a similar name is chosen under the wrong organization. Compare the organization and goal codes before the first observation is recorded.
  • A source delivers a line twice under the same identifier. Keep the source identifier with the observation and investigate the duplicate before treating both values as separate outcomes.
  • A measured quantity is entered without an agreed unit. Review the unit and mapping rule before comparing it with other programs.
  • The program moves toward validation while a source question has no assigned follow-up action. Give the unresolved item an owner and due date.
Admin
, Impact Measurement Platform Administrator, Impact Measurement Platform Operator, Impact Measurement Platform Reviewer.

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