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  • Impact/Outcome Reporting (Indicators, Targets, Results, Impact Stories): Key Relationships


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    Impact/Outcome Reporting: Overview

    This functional area is where impact measurement comes together. This is the functionality for defining the key indicators (or metrics/KPIs as some organizations might refer to them) for a Project, Grant, or other initiative, setting targets, reporting results, and capturing stories throughout the project lifecycle.

    Impact/Outcome Reporting: Data Model

    Below is the Impact/Outcome Reporting data model subset:

    Impact/Outcome Reporting: Summary of Key Relationships

    There are thirteen key relationships that are foundational to Impact/Outcome Reporting:

    • Indicator: This relationship allows organizations to measure the performance of projects based on the indicators linked to the project.

    • Project Indicator: This relationship allows organizations to manage the specific indicators that are associated with a project.

    • Indicator Thematic Area: This relationship allows organizations to associate indicators with thematic areas.

    • Project Indicator Thematic Area: This relationship allows organizations to associate project indicators with thematic areas.

    • Project Indicator Geographic Area: This relationship allows organizations to associate project indicators with project geographic areas.

    • Disaggregation Groups: This relationship allows organizations to divide indicators into smaller groups.

    • Disaggregated Value: This relationship allows organizations to capture the values for certain disaggregation groups.

    • Disaggregated Indicator: This relationship allows organizations to associate indicators with disaggregation groups.

    • Disaggregated Project Indicator: This relationship allows organizations to associate project indicators with disaggregation groups.

    • Reporting Periods: This relationship allows organizations to break down the duration of a project into different time periods.

    • Project Indicator Reporting Period: This relationship allows organizations to relate project indicators with reporting periods.

    • Result: This relationship allows organizations to keep and display the results and targets for a project at an indicator level.

    • Impact Story: This relationship allows organizations to capture stories, observations, learnings, or qualitative results for a project.

    Here is a summary of these relationships:

    Amp Object Label

    Amp Object API name

    Abbreviation

    Object Description

    Sample Use

    Also Sometimes Called

    Key relationships (Amp object's relationship in parentheses)

    Sometimes connects to

    Amp Object Label

    Amp Object API name

    Abbreviation

    Object Description

    Sample Use

    Also Sometimes Called

    Key relationships (Amp object's relationship in parentheses)

    Sometimes connects to

    Indicator

    ampi_Indicator__c

     None

    The Indicator object contains indicators or metrics that are used on projects to measure performance. Both Standard (or 'catalog') and Custom Indicators have records in this object. Ticking the 'Include In Catalog?' checkbox makes Indicators available in the Indicator Catalog on the Manage Indicators component. Several key fields (Data Type, Reporting Frequncy, Geographical Disaggregation, Disaggregation Group, etc) control how, when, and where Indicators are reported on.

    "# of beneficiaries served" is an indicator used in the "Breaking the Barriers" project as well as "Invest in Women - Ghana" project. Because the Include In Catalog box is checked, this indicator is available in the Catalog to be added to other projects. It's reported on Quarterly at the Country level and disaggregated by age and sex.

    Metrics, KPIs

    Indicator (self lookup for Parent/Child Indicators)
    Project Indicator (parent in lookup)
    Thematic Area (many-to-many)

    Call for Proposals (eg where certain KPIs are required for applications)

    Project Indicators

    ampi__Project_Indicator__c

    PI

    The Project Indicator Object is used manage specific indicators linked to a project. It allows for tailoring an Indicator to a particular project, for instance if it's reporting or target frequency is different.

    The "# of beneficiaries served" has 12 Project Indicator records for the 12 projects that use it to track progress.

    Project Metric, Project KPI

    Indicator (child in lookup)
    Project (child in lookup)
    Project Geographic Area (many-to-many)
    Reporting Period (many-to-many)
    Framework Objective (many-to-many)

    Sometimes it makes sense to build a direct lookup from Project Indicator to Framework Objective if an organization always uses a many-to-one relationship between PIs and Outcomes/Outputs. This is less flexible but makes analyzing data a bit easier.

    Indicator Thematic Area

    ampi__Indicator_Thematic_Area__c

    ITA

    Indicator Thematic Area is a junction object which connects Indicators and Thematic Areas. Marking an ITA as Required means that an Indicator is required for a particular TA --> any time that TA is added to a Project, the Indicator will be added to that project as a PI.

    SDG Indicator 13.1.2 is related to a Thematic Area called 'Climate Action'.

     

    Indicator (child in lookup)
    Thematic Area (child in lookup)

     

    Project Indicator Thematic Area

    ampi__Project_Indicator_Thematic_Area__c

    PITA

    Project Indicator Thematic Area is a junction object connecting Project Indicators and Thematic Areas.

    SDG Indicator 13.1.2 on the 'One for Change' project is tagged with the Thematic Area 'Climate Action'

     

     

     

    Project Indicator Geographic Area

    ampi__Project_Indicator_Geographic_Area__c

    PIGA

    Project Indicator Geographic Area is a junction object connecting Project Indicators and Project Geographic Areas. Records in this object are created by an Apex trigger automatically when Project indicators or Project Geographic Area records are added to a project, matching the PI's Geographical Disaggregation with the GA's Type (one PIGA per match).

    SDG Indicator 13.1.2 on the 'One for Change' project will be tracked in 2 countries: Uganda and Kenya (each country has a Project Geographic Area related to the project)

    PIGA

    Project Indicator (child in lookup)
    Project Geographic Area (child in lookup)

     

    Disaggregation Groups

    ampi__Disaggregation_Groups__c

    DG

    Disaggregation groups allow users to define common ways that Indicators can be broken down into relevant smaller sets for more granular management and reporting.

    Age Group is a Disaggregation Group used by many different Indicators. It has 3 Disaggregation Values.

    Indicator Component Group

    Indicator (many-to-many)
    Disaggregation Value (parent in MD)

    You can configure a lookup to Project if end-users need to be able to easily create DG's in the context of planning a project without leaving the page.

    Disaggregation Value

    ampi__Disaggregation_Value__c

    DV

    Disaggregation Value object captures the values/options for a particular disaggregation group. Results (and sometimes Targets) are captured and stored per Disaggregation Value if an Indicator has a Disaggregation Group.

    Disaggregation Values for Age Group are: 18-30 Years, 31-60 Years, and 60+ Years)

    Indicator Component

    Result (parent in lookup)
    Disaggregation Group (child in MD)

     

    Disaggregated Indicator

    ampi__Disaggregated_Indicator__c

     None

    The Disaggregated Indicator object connects Indicators to Disaggregation Groups. Amp uses this junction object to allow for a future feature through which users will be able to define multiple Disaggregation Groups per Indicator. Records in this object are created automatically by a trigger when a Disaggregation group is selected for an Indicator.

    The '# of beneficiaries served' indicator is disaggregated by Age Group. A Disaggregated Indicator record connects those two records

     

    Indicator (child in lookup)
    Disaggregation Group (child in lookup)

     

    Disaggregated Project Indicator

    ampi__Disaggregated_Project_Indicator__c

    DPI

    The Disaggregated Project Indicator object serves the same purpose as the Disaggregated Indicator object, just at the Project Indicator level (since it's possible that a PI might be disaggregated in a different, project-specific way than the Indicator it links to).

    The '# of beneficiaries served' project indicator is disaggregated by Age Group.

     

    Project Indicator (child in lookup)
    Disaggregation Group (child in lookup)

     

    Reporting Periods

    ampi__Reporting_Period__c

    RP

    Reporting periods represent time periods during a project. The object is commonly used to manage grant reports or progress reports (including narrative, results, financials, and files). It is an important object for Indicator Management and also for Financial Management (every Financial must link to an RP).

    The 'One for Change' project has 3 annual reporting periods (2019, 2020, 2021) and a Life of Project reporting period.

    Period, Report, Grant Report, Progress Report, Time Period

    Project (child in lookup)
    Project Indicator (many-to-many)
    Financial (parent in MD)
    Story (parent in lookup)

    Submission (parent in lookup, eg in the context of a narrative grant report)

    Project Indicator Reporting Period

    ampi__Project_Indicator_Reporting_Period__c

    PIRP

    Project Indicator Reporting Period is a junction object which connects Project Indicators and Reporting Periods. Records in this object are created by an Apex trigger automatically when Project indicators Reporting Periods are created for a project. The automatically filled Data Tracked field controls whether Targets, Results, or Both are tracked for a PI in a particular RP (in case, for instance, Results are needed for some RPs and Targets for others).

    SDG Indicator 13.1.2 on the project "One for change" will be tracked every quarter (each quarter is a Reporting Period related to the project and Indicator 13.2 is created as a Project Indicator for the project).

    PIRP

    Project Indicator (child in lookup)
    Reporting Period (child in lookup)

     

    Result

    ampi__Result__c

     None

    The Result stores all the actual Results achieved and the Targets for a Project on a Project Indicator in a Geographic Area during a Reporting Period (and potentially for a specific Disaggregation Value). If Baseline data need to be disaggregated, they should be stored on this object as well (Baselines are effectively 'actuals' that existed before the project started).

    For an organisation working to vaccinate young children, the Results object stores # of doses delivered (Project Indicator) in January (Reporting period) in India (Geographical Area), disaggregated by sex and rural/urban.

    Actual, Target, Milestone

    Project Indicator (child in MD)
    PIRP (child in lookup)
    PIGA (child in lookup)
    Disaggregation Value (child in lookup)

     

    Impact Story

    ampi__xx_Story__c

     

    The Impact Story object captures stories, observations, learnings, or qualitative results for a grant or project in an unstructured or semi-structured manner. It allows rich text, links, photos, and videos. Impact Stories can connect to Projects, Reporting Periods, Geographic Areas, and/or Thematic Areas.

    A grantee submitted an Impact Story for a microfinance project about the entrepreneurship journey of women in a rural area whose income increased as a result of the project. The story speaks to the new opportunities created for the community. To facilitate searching, the story is connected to the Project, to India (Geographic Area), to the Q3 2022 grant report (Reporting Period), and to Economic Opportunity (Thematic Area).

    Story, Case Study, Lessons Learned, Evaluation Findings

    Project (child in lookup)
    Reporting Period (child in lookup)
    Geographic Area (child in lookup)
    Thematic Area (child in lookup).