• Step 1 example – Lake Erie Rangers

    For reference here is a completed Step 1 for the Lake Erie Rangers: Increasing Community Participation in Citizen Science.

  • The 8 steps

    Eight steps to building a case for investment The following basic eight steps, complete with tools and instructions, will help guide CBWM groups through a value-based process to generate a CBWM Case for Investment. The approach is a participatory, multi-method evaluation that requires working with the affected parties to:  Once…

  • Tool 8a – Reporting template

    Purpose: This tool gives a generalized structure that you can consider when creating your SROI report.  Refer to: Go through each tool as mentioned in the process, and pull out key messages and insights to be included in the report. As the report is being developed, the tools and supporting…

  • Tool 7a – Validation Checklist 

    Purpose: Use this checklist to validate the result of your analysis, ensuring that the projected benefits, costs, and outcomes are realistic and align with actual results. This will help reinforce the case for sustaining and scaling the CBWM initiatives. Refer to: Review the data and information derived from each tool…

  • Tool 6b – Calculate ROI

    Purpose: Calculate the return-on-investment figure.  Refer to: Tool 2b, 6a Used in: Tool 7a  â–˛ Tip To establish the cost of investment, refer back to Tool 2b where all the costs associated with your CBWM program for evaluation period. You can also play around with the ROI by inputting different…

  • Tool 6a – Translate Benefits into Dollars

    Purpose: This tool helps convert both objective data (e.g., revenue changes) and subjective valuation (e.g., value weights) into monetary equivalents. The final figures provide guidelines for decision-making, especially for calculating ROI. Refer to: Tool 2b, Tool 6a Used in: Tool 7a How to use This worksheet can be used manually,…

  • Tool 5b – Value Weight Generation Tool

    Purpose: Facilitate a value weighting exercise with the parties identified in Tool 5a. Refer to: Tool 4a, Tool 4b, Tool 4c Used in: Tool 6a Guiding Question: What is the relative importance of the changes? Step 1: Fill out the end benefits/outcomes of your CBWM that you identified in Tool…

  • Tool 5a – Perspectives for Value Weighting Process

    Purpose: Outline the groups that should be engaged to provide their value weights.  Refer to: Tool 1b Used in: Tool 5b The process of value weighting with different partners or stakeholders involves assigning varying degrees of importance (weights) to their perspectives, interests, and contributions in a decision-making or project evaluation…

  • Tool 4c – Timescale of Benefits Matrix

    Purpose: Understand the full range of benefits and the role time plays in the benefits derived from your CBWM program, from immediate to long-term impacts.   Refer to: Tool 4a Used in: Tool 5b Timescale of Benefits Matrix A Timescale of Benefits Matrix is a straightforward approach to assess or estimate…

  • Tool 4b: Measuring Attribution

    Purpose: Figure out how much your CBWM program has influenced the changes and outcomes that have been identified.  Refer to: Tool 4a Used in: Tool 5b