Phase 2 · Strategy & Planning · From Idea to Executable Plan
Social Return on Investment (SROI)
Social Return on Investment translates the social value a business creates into a financial ratio that funders, commissioners, and investors can evaluate alongside the financial return. For every £1 invested, £X of social value is created — and that number matters.
Social Return on Investment analysis is the structured methodology for identifying, quantifying, and monetising the social, environmental, and economic value created by an organisation's activities — producing a ratio that demonstrates the social value return on the investment made and a narrative that contextualises and explains the findings for the audiences that will use them.
The Pain We Solve
You may recognise yourself in one of these.
Three audience scenarios · because the same service produces a different transformation depending on where you are in the business journey.
Scenario 1
The social enterprise or charity applying for public sector contracts or grants where SROI analysis is a specified requirement
The commissioning framework requires an SROI analysis demonstrating the social value the organisation creates. The organisation has never produced one. The methodology, the stakeholder engagement, the financial proxies, and the ratio calculation are all unfamiliar — and the deadline is approaching.
Scenario 2
The organisation that wants to demonstrate its social value in a form that can be compared to the financial investment of commissioners and funders
The organisation knows it creates value far beyond what it costs. But it has never expressed that value in a financial ratio that commissioners and funders can use to compare it with other uses of their money. The SROI is the translation that makes the comparison possible.
Scenario 3
The business that wants to use SROI to demonstrate the social value of its responsible business practices to clients and investors who are increasingly focused on ESG
The business has responsible business practices — supply chain standards, employee wellbeing, community investment. The value of those practices has never been expressed in the financial terms that ESG-focused investors and procurement functions increasingly want to see.
The Impact It Creates
The Moment You Will Feel the Difference.
SROI ratio produced — financial expression of the social value created per pound invested
Stakeholder outcomes quantified and monetised using validated financial proxies
SROI analysis meets commissioner and funder requirements for social value demonstration
Social value narrative built around the SROI findings for communication and marketing
What You Receive
The Specific Deliverables.
Tangible outputs · documented, dated, and yours to keep.
- SROI scoping — boundaries, stakeholders, and outcomes to include
- Stakeholder engagement — outcomes identified through direct consultation
- Financial proxy identification and validation
- SROI model and ratio calculation
- SROI report — methodology, findings, and narrative
- SROI communication materials for different audiences
The Outcome
Where You Will Be on the Other Side.
The organisation has a credible, methodologically rigorous SROI analysis that demonstrates the social value it creates in financial terms — satisfying commissioner and funder requirements and giving the organisation the social value story it can tell to every audience that needs to understand what its investment generates.
Primary Focus
Producing a rigorous SROI analysis that quantifies and monetises the social value created by the organisation for funder, commissioner, and investor audiences.
KPI Measurement
- SROI ratio achieved
- Stakeholder outcome coverage completeness
- Financial proxy validity
- Funder acceptance of SROI methodology
- Contract or grant won on strength of SROI evidence
Investment & ROI
Pricing Engineered Around the Value You Create.
Every engagement is sized against the value we believe we can create with you · the fee is always a fraction of the outcome. Four tiers · so the investment matches your stage of business.
Tier 1
Foundations
£5,000 – £15,000
Right for
Pre-startup, startup, and micro-business founders ready to build on evidence rather than instinct.
Typical Value Created
£100K+ in sharper resource allocation and avoided strategic missteps
Engagement
4 – 8 weeks
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 2
Acceleration
£15,000 – £50,000
Right for
Growing SMEs and established small businesses ready to scale a working model into the next revenue band.
Typical Value Created
£500K – £3M in faster execution and pipeline acceleration
Engagement
8 – 16 weeks
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 3
Transformation
£50,000 – £250,000
Right for
Medium enterprises and scale-stage businesses ready to commit to a multi-quarter, organisation-wide shift.
Typical Value Created
£2M – £20M in strategic value through repositioning, model redesign, and growth-system installation
Engagement
3 – 9 months
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 4
Enterprise
£250,000 – £2M+
Right for
Large enterprises, global operators, and complex organisations ready for a multi-year strategic partnership.
Typical Value Created
£10M+ in major strategic initiatives, capital deployment efficiency, and competitive repositioning
Engagement
12 months and onward
Target Return
5 – 10× ROI
within 12 – 18 months
Why We Price This Way
Every engagement is sized around the value we believe we can create with you. The fee is always a fraction of the outcome · typically 10 – 20% of the expected first-year return.
This is how we make sure pricing aligns with results. The conversation is never “what does this cost?” · it is always “what is this worth to your business?” We answer that together in the first call, transparently, and decide the right tier from there.
If we cannot articulate a credible 5–10× return for your specific situation, we will tell you in the first call. That honesty is part of why our clients trust us with the work that matters most.
Why This Conversation Matters
“The SROI ratio is the number that answers the question every funder and commissioner is really asking: is investing in this organisation worth it compared to everything else I could do with this money? We build the analysis that answers that question with evidence — not assertion.”
A 90-minute structured strategy session · produces a usable roadmap whether you engage further or not.
More in Phase 2