We hope our previous onboarding emails have equipped you with a good foundation for getting started with ImpactMapper, from setting up your organization to creating your first projects. We also hope you’ve gained a deeper understanding of tagging and how you can leverage this in transforming your qualitative data into key insights
This week, we’re excited to deepen your knowledge even more of ImpactMapper by discussing the Organization Data page. This feature ensures seamless storage and safekeeping of your core institutional data in one location, no matter how many projects you have set up, while playing a critical role in the creation and analysis of your grant-based projects.
Explore the topic further by clicking on the links below:
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When you go to the ImpactMapper interface, you will see the Organization Data page located at the bottom part of the left menu.
If you wonder what this is - this is where your core organizational data is stored as illustrated in the image below.
As explained in the previous email, organizational data can take many forms:
If you are a grant-making entity - your organizational data could be your grants and grantee data.
If you are a capacity-building organization, your organizational data could be the names of your trainees or the training events you conducted.
If you are a network organization, your organizational data could be your members and their projects.
If you are an impact investor, your organizational data could be the startups you invested in and your portfolio investment.
And so much more - depending on the need or nature of your organization.
The Organization Data page plays a pivotal functional in the analysis of your institutional data (as enumerated above) as it serves as a central hub from which you can easily pull your grants or trainees or members or portfolio investment for your grant-based project and generate insights around them. This will be explained more in the next section.
We have mentioned in our first onboarding email that ImpactMapper allows you to create two types of projects, one of which is the grant-based project. This type of project is used for analyzing your organizational data, such as grants, members, trainings, investments and the like. All of this data is imported and centrally stored on the Organization Data page.
The connection between the Organization Data page and grant-based projects is crucial as highlighted below:
You cannot create a grant-based project without first pulling data from the Organization Data page!
This also means that before you start any grant-based project; you have to make sure that you have your organizational data imported and saved on the Oganization data page as this will be the source of data to be analyzed for your grant-based project.
This section gives a quick overview of how you can import your organizational data to the Organization Data page, and from there, import to your Grant-based project.
To import your grants, trainings, members, investments, and similar data, click the Organization Data page. Navigate to Add Grants button, and two options will appear: Add a Single Grant and Import Grants via CSV. Clicking either option will allow you to enter your organizational data together with all other details associated with it (i.e., amount, start and end date, strategies, issue of focus, etc.).
NOTE
There are two ways of adding your organizational data to ImpactMapper. As shown above, one way is to add each single grant manually and this is advisable if you have few organizational (i.e., grants) data. However, if you have lots of grants or investments or trainings, etc., then you can add them via the csv import tool. Adding your organizational data via import tool requires data cleaning so we suggest you get in touch with us if you have multiple organizational data to import to Impactmapper.
Once you've successfully imported your organizational data to the Organization Data page, either manually or by CSV import tool, then it's ready to be used for your grant-based project!
Below is an example of an Organization Data page with organizational data. The image below shows that example grants such as Humanity International, All Power, TIS, etc. have been successfully imported.
NOTE
Types of analysis you can conduct in your grant-based project using your organizational data can be (but are not limited to):
Understanding the outcomes and impacts of your investments based on your theory of change, results framework, or strategic plan
Identifying additional support needed by your grantees or partners
Understanding how membership in your organization/network has helped your members
Capturing stories of change that can be attributed to your grants or training interventions or membership services or impact investments
You can also readhere examples of clients that have utilized grant-based projects to analyze their organizational data.
To import your organizational data to your grant-based project, go to the Project Data page of your newly created grant-based project. Navigate then to the Grants tab which will display all your previously imported organizational data.
In our example (seen in the screenshot below), the project created is Grant-Based Project 1. In the Grants tab, under the Project Data page, you will see here the grants Humanity International, All Power, TIS, etc., being displayed.
To reiterate, these are the same grants you imported to the Organization Data page. From here, you can select the grants you'd like to include in the analysis for your newly created grant-based project
For example, (as seen in the image below), you may want to select only Humanity International, All Power, and TIS out of all of the (19) grants imported, as you only want to analyze grants, say, about environmental justice, and these three grants are specifically intended for that.
To select and transfer them to Grant-Based Project 1, click the plus icon opposite the grant of your choice.
After which, your selected grants will officially be transferred to Grant-based project 1! You will be directed shortly to ImpactMapper's Summary page where you can see a visual map of your grants. This signifies that you have successfully imported your data to your grant-based project and you can now start your analysis!
NOTE
By default,organizational data is labeled 'Grant' and 'Grantee' in ImpactMapper. But we also have already explained that organizational data can take many forms - which means, you may also call it differently based on the nature of your organization or your needs. For example, you may use the term 'Funding' for your grants and 'Partner' for your grantees.
You can modify the name of your organizational data as you fit by going to the organization Dictionary - just click on this link to know more about it. Any change you make in the organization dictionary will be applied to ALL of your projects.
Please note that you can also change the dictionary at the project level, and the modification will only be applied at project level, and NOT TO ALL of your projects. You can also use this feature depending on your analysis needs.
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