Impact

SROI in New Zealand: Method, Pricing & CBAx-Compatible Outputs

Your organisation creates powerful social IMPACT.

We help you amplify it.

Why Measure Social Return on Investment (SROI)?

Your work creates positive change far beyond what traditional metrics can capture. Whether you're improving health, education, cultural connections, or community strength, these profound social impacts often go unmeasured and unrecognised. By measuring your SROI, you can tell the whole story of your work through clear, credible evidence.

With robust SROI measurement, you can:

  • Attract more funding by showing funders exactly how their investment will create change

  • Show your full value by capturing all the ways your work strengthens communities

  • Improve your programs using insights about what works best

  • Demonstrate how your work contributes to New Zealand's wellbeing goals

  • Engage and motivate your staff by showing them the difference their work makes

  • Build stronger partnerships by clearly communicating your impact to stakeholders

  • Identify opportunities to scale successful programs

  • Stand out from similar organisations when competing for resources

  • Meet growing expectations from funders for impact evidence

Social impact is about caring for people and communities

Who We Help: Your Needs and Benefits

  • make better choices about where to invest public money

    Government & Public Sector

    YOUR NEEDS

    You must show that public money is being spent wisely and making a real difference. You want clear evidence about which programs work and how they improve people's lives. This helps you explain your decisions to the public and other government agencies.

    YOUR BENEFITS

    You'll receive solid evidence about which programs work best and why, helping you make better choices about where to invest public money. This information helps you report to the public about how tax dollars improve communities and plan future programs more effectively.

  • how your funding improves communities over time

    Philanthropic Funders & Foundations

    YOUR NEEDS

    You want to know your donations create lasting positive change in communities. You need to understand which approaches work best and be able to show your trustees and supporters the real impact of your giving.

    YOUR BENEFITS

    You'll get clear proof of how your funding improves communities over time. This helps you choose the best projects to support and shows everyone involved - from donors to community partners - exactly how your money makes a difference.

  • how your programs change lives, spot ways to improve your work,

    Charities & Social Enterprises

    YOUR NEEDS

    You must show supporters and funders exactly how you change lives. You want straightforward ways to measure your work and explain why your approach makes a real difference to those you help.

    YOUR BENEFITS

    You'll receive strong evidence that helps you win grants and donations. You can clearly show how your programs change lives, spot ways to improve your work, and prove to supporters that their money is well spent. This information also helps you grow your most successful programs.

  • share how you're helping communities while supporting your business goals

    Corporate Social Investment

    YOUR NEEDS

    You want to understand and show how your community projects make a real difference. You need to prove to your staff, customers, and shareholders that your social programs are worthwhile and align with your company's values.

    YOUR BENEFITS

    You'll get clear ways to measure and share how you're helping communities while supporting your business goals. This helps you run better social programs, engage your employees, and show customers and investors how you make a positive difference in society.

Our Unique Approach

Rigour

Our Ph.D.-qualified economists and scientists bring advanced analytical capabilities to every SROI project, ensuring that our assessments are rigorous, evidence-based, and aligned with best practices.

Using Treasury-approved methodologies and comprehensive data analysis, we deliver trustworthy findings. Our approach incorporates quantitative and qualitative metrics to capture the full scope of social and economic outcomes, ensuring decision-makers have a clear, data-driven foundation for action.

By applying structured evaluation frameworks, we help organisations assess trade-offs, optimise resource allocation, and enhance long-term social value.

A young man sitting at a round table, analyzing stock charts on two laptops.

Actionable Insights

We transform complex SROI data into clear, compelling stories. Our reports give you the evidence you need to communicate your value and secure support. By translating technical analysis into actionable insights, we ensure that impact assessments drive meaningful decision-making rather than remaining static documents. Whether for funding applications, policy advocacy, or strategic planning, our work equips organisations with the clarity and confidence to demonstrate their social and economic contributions effectively.

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Māori Perspective

Tauutuutu is the ethical foundation that underpins our work in social impact assessment and guides our engagement with communities, organisations, and the environment.

Rooted in a profoundly reciprocal framework, tauutuutu extends beyond simple transactions to create enduring relationships based on mutual obligation, escalation, and shared benefit. In Māori society, this principle shaped economic, social, political, and environmental interactions, ensuring that every exchange balanced obligations and strengthened and deepened connections over time.

In our work, this ethic informs how we assess social impact—not as a static measure but as an evolving cycle of stakeholder reciprocity. We recognise that social value is not merely quantified; it is grown through relationships, shared responsibility, and the continuous exchange of knowledge, resources, and support. By embedding tauutuutu into our approach, we ensure that impact assessment moves beyond transactional evaluation and becomes a tool for reinforcing long-term, sustainable partnerships that reflect the interconnected nature of economic, social, and environmental wellbeing. More.

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NON-MARKET VALUATION

We use economic methods to determine the value of impacts that do not have a price. For example, what is the value of cultural belonging?

Your impacts are unique, and so is the value created. Borrowing social impact values from external sources is usually not good enough. We have developed software to conduct this analysis quickly and simply for users. No matter what impact you create, we can investigate its monetary value.

non-market valuation

STREAMLINED PROCESS

  1. Discovery & Scoping – Define project objectives, key impact areas, and data requirements to ensure a focused and effective assessment.

  2. Data Collection & Analysis – Gather and evaluate quantitative and qualitative data using robust methodologies to generate reliable insights.

  3. Impact Quantification – Apply economic frameworks to precisely measure social, economic, and environmental outcomes.

  4. Report Development – Translate findings into clear, evidence-based reports that communicate impact effectively to stakeholders.

  5. Internal System Optimisation – Provide recommendations to enhance internal processes for continuous impact measurement and improvement.

  6. Strategic Guidance – Deliver actionable strategies to maximize positive outcomes and strengthen long-term impact.

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EMPOWERING

We don’t just give you an answer; we provide the tools and systems to gather your own data. We have developed extensive tools to help you gather data from your people to enhance your social impact reporting. This means you will have better data each year to produce even better social impact reports, reducing your reliance on external providers and empowering you to produce your own impact reports.

empowering your organisation

PRICING

Transparent SROI packages with audit-ready outputs, clear scope, and fixed timelines.

  • A rigorous, secondary-evidence SROI that’s fast, defensible, and funder-ready.

    What you’ll receive

    • Co-designed Theory of Change (outcomes, counterfactual/deadweight, attribution, displacement, duration/drop-off).

    • Valuation of material outcomes using NZ sources (Treasury CBAx where available) and conservative assumptions.

    • Illustrated report (≈30–40 pages).

    • 2-page summary (board-ready).

    • Audit/validation report (provenance for every monetised parameter; uniform price year; counterfactual order; overlap guard).

    • CBAx bridging table for straightforward agency review.

    Scope & timelines

    • Up to six monetised outcomes; additional material outcomes reported qualitatively.

    • Secondary evidence only (no primary data collection).

    • One revision round.

    • 4–6 weeks from data handover (dependent on access and reviewer availability).

  • For complex initiatives and board scrutiny; everything in Tier 1, plus deeper analysis and high-engagement deliverables.

    What you’ll receive (in addition to Tier 1)

    • All material outcomes that can be robustly valued are monetised (transparent rationale for any qualitative hold-outs).

    • Three sensitivity scenarios (conservative, base, optimistic) with drivers of change clearly explained.

    • Technical report (≈60–70 pages) with full parameterisation and explicit exclusions to prevent double counting.

    • Interactive web summary (high-engagement digital report).

    • Flow-on value module (GDP, household income, FTE via Stats NZ multipliers) reported alongside SROI, not added to the ratio.

    • Two revision rounds.

    • 8–12 weeks (reflects additional analysis and engagement).

Which package is right for you?

Choose SROI Assessment (Desktop) if you need a credible, fast, funder-ready SROI for a single programme, have usable secondary data, and want a concise PDF with a board-ready 2-pager and a formal audit/validation report.

Choose SROI Strategic Pack if you expect board-level scrutiny, want a full technical appendix and an interactive summary for wider audiences, need three-scenario sensitivity with clear drivers, and wish to report economic footprint (multipliers) alongside—while keeping SROI strictly clean and auditable.

COMPARISON

SROI Assessment

from $20,000 + GST

Fast, funder-ready desktop SROI

  • Up to 6 monetised outcomes
  • Secondary evidence only
  • Illustrated 30–40 page report
  • 2-page summary (board-ready)
  • CBAx bridging table
  • Audit/validation report (provenance + checks)
  • 1 revision round | Timeline: 4–6 weeks

SROI Strategic Pack

from $35,000 + GST

Full technical + summary suite

  • Everything in Assessment, plus:
  • All material outcomes that can be robustly valued are monetised
  • Three sensitivity scenarios (conservative, base, optimistic)
  • Technical report (60–70 pages)
  • Interactive web summary (high-engagement)
  • Flow-on value module (GDP, income, FTE) — reported alongside SROI
  • 2 revision rounds | Timeline: 8–12 weeks
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Kemp Reweti, Manahautū, CE – Pūhoro Charitable Trust

Kemp Reweti, Manahautū, CE – Pūhoro Charitable Trust.

“Over several years, we have had the privilege of engaging Matatihi to deliver external cost-benefit analysis reports that clearly demonstrate the economic and social impact of our Academy’s work.

These reports have enabled us to track our impact over a number of years. These have been invaluable tools and taonga for Pūhoro in helping us quantify and fully understand the positive effects that our programme has on rangatahi Māori in STEMM (Science, Technology, Engineering, Mathematics & Mātauranga).

Their thorough approach and deep understanding of our needs, have enabled us to better understand and articulate the value and benefits of participation in our national Pūhoro STEMM Academy programme, and clearly identify some of the present and longitudinal benefits that our impact creates for rangatahi, their whānau, broader society and the economy. As a kaupapa Māori driven organisation, we recommend the services of Matatihi and Dr Jay Whitehead and his impressive team.”

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