Practitioners using a worksheet for impact thinking and social value planning to map outcomes and prepare for SROI analysis
Knowledge Base

Free worksheet: Impact Thinking and Social Value

Maddie Kortenaar
3 min read
Theory of ChangeImpact Measurementresource
In Short

This free worksheet guides organisations through impact thinking, the structured process of mapping how activities create change, as the essential foundation before any social value measurement begins.

When people ask 'how do we evidence social value?' the answer often starts further back. Before you can measure, you need a way of thinking about how your work creates change. This is what we call impact thinking.

Impact thinking is about making the link between resources, activities, and the real difference they bring about. It shifts the focus from simply delivering outputs to understanding outcomes and long-term impact. For organisations committed to social value, it provides a clear framework for connecting what you do with why it matters.

Why impact thinking matters

Impact thinking works best when it becomes part of everyday culture. It is not something that sits with one person or one team: it grows when people across an organisation, and the partners they work with, share responsibility for the difference being made.

This collective approach creates space for honest conversations about outcomes. Teams can reflect together on whether activities are creating the changes that matter most, and communities can be involved in shaping what success looks like.

When this culture takes hold, impact thinking moves from being a planning tool to being a shared mindset. It builds confidence that decisions are guided by a clear understanding of who benefits, in what ways, and how that value can be sustained.

Introducing the Impact Thinking Worksheet

To help organisations put this into practice, we have developed a free Impact Thinking Worksheet. It walks you through the key stages, from defining purpose and stakeholders through to outcomes and impact, so you can build a clear line of sight from activities to value.

You can use the worksheet:

  • At the start of a project, to clarify what you want to achieve and how you will get there

  • During delivery, as a checkpoint to see if activities are leading to the outcomes you expected

  • At the end, to support reporting and evaluation

  • In funding bids or tenders, to evidence a structured approach to social value

You do not always need to complete every section. In some cases, focusing on stakeholders, outcomes, and impact will be enough. The aim is to use it flexibly to support clearer thinking and stronger conversations.

Impact thinking and social value in practice

Social value is about the positive difference made for people, communities, and the environment. Impact thinking gives you the tools to evidence this. By mapping the connections between inputs, activities, outputs, outcomes, and impact, you can show how your work leads to lasting value.

That clarity benefits everyone: it helps funders and commissioners see the real difference being made, it supports teams in making better choices, and it ensures that community voices are part of the process.

Download the Impact Thinking Worksheet

Stay informed

Get insights on social value delivered to your inbox

You might also like

All articles
Healthcare and community setting illustrating how WELLBYs wellbeing valuation and SROI complement each other in UK health programmes

WELLBYs and SROI: complementary methods for understanding social value

Public and third sector organisations are increasingly expected to demonstrate that their work improves people’s lives while also making responsible use of public money. As a result, approaches that attempt to measure social impact in a structured way have become more prominent. Two of the most discussed are WELLBYs (Wellbeing-Adjusted Life Years) and Social Return on Investment (SROI).

Maddie Kortenaar
Read more