Social Value Maturity Assessment

Q1. Has your organisation defined what social value means to you?* This field is required.

(1) No, we haven’t defined it.

(2) We have an informal understanding, but nothing documented.

(3) Yes, we have a definition, but it is only used internally and not consistently reviewed.

(4) Yes, we have a clear definition aligned with our mission and values, and it is used internally and externally.

(5) Yes, and we review and refine our definition regularly in consultation with stakeholders.

Q2. Do board members or senior leadership actively champion social value?* This field is required.

(1) No, social value is not championed at senior level.

(2) Limited – championing depends on individuals, not a collective effort.

(3) Yes, but only occasionally and not consistently prioritised.

(4) Yes, they actively champion social value and it is included in leadership discussions.

(5) Yes, it is fully embedded in governance, strategy and board reporting.

Q3. Do you allocate an annual budget for social value delivery?* This field is required.

(1) No, we do not allocate budget for social value.

(2) No, but we sometimes allocate funds reactively.

(3) Yes, but it is ad hoc or project-specific rather than organisation-wide.

(4) Yes, we have a dedicated annual budget.

(5) Yes, we allocate and track budget systematically, linking spend to outcomes.

Q4. Do you have a person responsible for delivering social value (defined in their job description)?* This field is required.

1) No, we do not assign responsibility.

(2) Responsibility exists informally but not in job descriptions.

(3) Yes, but it is only one part of a broader role.

(4) Yes, we have a defined role/team with social value included in job descriptions.

(5) Yes, with a dedicated role/team and clear accountability at senior level.

Q5. Do you have a social value policy?* This field is required.

1) No, we do not have one.

(2) We have a draft or partial policy.

(3) Yes, but it is used internally only and not reviewed.

(4) Yes, it is in place, shared externally, and reviewed regularly.

(5) Yes, it is embedded in strategy, co-developed with stakeholders, and independently reviewed.

Q6. Do you have review processes in place for continuous improvement?* This field is required.

1) No, we do not have review processes.

(2) We occasionally reflect on lessons learned, but not systematically.

(3) Yes, but reviews are ad hoc or not consistently acted on.

(4) Yes, we have formal review processes that drive improvements.

(5) Yes, reviews are systematic, embedded in governance, and benchmarked externally.

Q7. Is social value embedded in your overall corporate strategy or business plan?* This field is required.

(1) No, social value is not referenced in our strategy.

(2) Social value is referenced but not prioritised.

(3) Social value is included in some departmental or project-level strategies.

(4) Social value is explicitly embedded in the corporate strategy/business plan.

(5) Social value is central to our strategy and drives decision-making across the organisation.

Q8. Do you align your social value goals with external priorities (e.g. UN SDGs, national/regional/local priorities)?* This field is required.

(1) No, we do not align with external priorities.

(2) Occasionally, but not systematically.

(3) Yes, for some initiatives or contracts.

(4) Yes, systematically across our organisation.

(5) Yes, and we regularly review alignment with stakeholders and adapt accordingly.

Q9. Are employees trained and supported to deliver social value as part of their roles?* This field is required.

(1) No, employees receive no training or support.

(2) Ad hoc training or awareness-raising only.

(3) Training is available but not consistent across the organisation.

(4) Yes, all relevant staff are trained and supported.

(5) Yes, training is mandatory, ongoing, and tailored by role.

Q10. Do you recognise and reward staff contributions to social value?* This field is required.

(1) No, we do not recognise or reward contributions.

(2) Occasionally, but informally.

(3) Yes, in some departments/projects.

(4) Yes, systematically through formal recognition (e.g. appraisals).

(5) Yes, with structured recognition and incentives linked to performance and progression.

Q11. How well do you understand the needs and priorities of the communities you affect?* This field is required.

(1) We have little to no understanding of community needs.

(2) We rely on informal feedback or assumptions.

(3) We engage communities directly but without formal research.

(4) We conduct formal needs assessments for all communities we work in.

(5) We co-design initiatives with communities, using ongoing research and feedback.

Q12. Do you consider social value in the procurement of goods and services?* This field is required.

(1) No, we do not consider social value in procurement.

(2) Occasionally, but inconsistently.

(3) Yes, but only in contracts above a certain value.

(4) Yes, in all contracts.

(5) Yes, and we monitor suppliers’ delivery of social value consistently.

Q13. Do you allocate a percentage weighting for social value in procurement?* This field is required.

(1) No, we do not allocate weighting.

(2) Occasionally, but without consistency.

(3) Yes, but only in contracts above a certain value.

(4) Yes, in all contracts.

(5) Yes, and we adjust weighting to reflect community priorities and sector best practice.

Q14. Do you partner with local organisations to deliver social value?* This field is required.

(1) No, we do not partner with local organisations.

(2) Rarely—we only partner occasionally.

(3) Yes, but partnerships are limited or project-specific.

(4) Yes, we actively partner with local organisations on most projects.

(5) Yes, with long-term partnerships that deliver measurable community outcomes.

Q15. Do you monitor the delivery of social value on your projects?* This field is required.

(1) No, we do not monitor social value delivery.

(2) Occasionally, without consistent methodology.

(3) Yes, but only on larger or priority projects.

(4) Yes, systematically across all projects.

(5) Yes, with ongoing monitoring, dashboards and external validation.

Q16. How consistently do you deliver on your social value plans in projects?* This field is required.

(1) Rarely deliver on commitments.

(2) Partially deliver, depending on circumstances.

(3) Mostly deliver but occasionally fall short.

(4) Consistently deliver all commitments across projects.

(5) Consistently deliver and often exceed commitments

Q17. Do you agree social value reporting obligations at the start of initiatives?* This field is required.

(1) No, obligations are not agreed in advance.

(2) Occasionally, depending on client/stakeholder requirements.

(3) Yes, but only for some initiatives.

(4) Yes, agreed and documented for all initiatives.

(5) Yes, and obligations are co-developed with stakeholders and aligned to recognised standards

Q18. Do you follow a defined methodology for measuring social impact?* This field is required.

(1) No, we do not follow a defined methodology.

(2) Somewhat—we measure but inconsistently.

(3) Yes, we use an internal methodology.

(4) Yes, we follow a recognised framework (e.g., Social Value Model, SROI, UN SDGs).

(5) Yes, we use multiple frameworks and adapt them for sector leadership.

Q19. Do you capture both qualitative and quantitative outcomes?* This field is required.

(1) No, we do not capture both.

(2) Occasionally, but not consistently.

(3) Yes, but more strongly in one than the other.

(4) Yes, systematically.

(5) Yes, and we use them to demonstrate long-term impact and learning.

Q20. Do you use proxy values to measure social return on investment (SROI)?* This field is required.

(1) No, we do not use proxy values.

(2) No, but we are exploring how to.

(3) Yes, but we are still developing confidence in the results.

(4) Yes, we use proxy values and are confident in the numbers we produce.

(5) Yes, and our proxy values are externally validated.

Q21. Which of the following do you track for social value? (multi-select)

Inputs (the resources used)

Activities (what you did)

Outputs (the direct result of what you did)

Outcomes (short- and medium-term positive changes)

Impact (long-term positive social change)

Q22. Do you report on social value internally?* This field is required.

(1) No, we do not report internally.

(2) Occasionally, but not systematically.

(3) Yes, at least annually to senior leadership.

(4) Yes, at least quarterly to senior leadership.

(5) Yes, with regular reports integrated into corporate performance reviews.

Q23. Do you report on social value externally?* This field is required.

(1) No, we do not report externally.

(2) Yes, but only when requested by clients or funders.

(3) Yes, we produce an annual impact report.

(4) Yes, we share updates with stakeholders at least quarterly.

(5) Yes, with transparent, real-time reporting accessible to stakeholders

Q24. Do you obtain third-party verification of your social value reporting?* This field is required.

(1) No, we do not use third-party verification.

(2) No, but we are exploring options.

(3) Yes, occasionally (e.g. for priority projects).

(4) Yes, all reports are independently assured/verified.

(5) Yes, verification is routine and benchmarked against sector leaders.

Q25. Do you use digital tools or platforms to capture, track and report social value performance?* This field is required.

(1) No, we do not use digital tools.

(2) We use spreadsheets or basic tools.

(3) Yes, but only for some projects or contracts.

(4) Yes, we use digital tools systematically across the organisation.

(5) Yes, we use advanced tools with real-time dashboards and integrated reporting.

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Maturity Test Scoring