How to Collect Impact Data Without Overburdening Charities

Collect the minimum useful data at sensible intervals and reuse what you already hold.

• Match reporting to grant size and risk.
• Use short progress snapshots and a concise final summary.
• Standardise outcomes to simplify analysis.

Designing proportionate monitoring

Right‑size questions and frequency.

• Quarterly check‑ins for larger grants; lighter for micro‑grants.
• Mix numbers with brief narrative examples.
• Allow uploads of existing materials where suitable.

Key takeaway: proportionate reporting respects capacity and improves quality.

Automating the routine

Reduce admin for both sides.

• Reminders, templates and pre‑filled fields.
• AI‑drafted summaries that grantees confirm.
• Portfolio dashboards that update in real time.

Key takeaway: Plinth turns updates into ready‑made insights.

Sharing learning

Close the loop so data leads to better programmes.

• Publish anonymised findings and case studies.
• Offer support based on common challenges.
• Adjust guidance for next rounds.

Key takeaway: learning matters more than volume of data.

FAQs

Do small grants need reports?

Yes, but keep them short—often a single page is enough.

Can we accept voice notes or photos?

Yes if helpful and proportionate; provide guidance.

How do we avoid duplicate entry?

Reuse application fields and integrate with existing tools.