Example SROI reports
A concise walk-through of how we build a defensible SROI: scope, evidence, monetisation choices, and results you can audit.
Forecast SROI in practice: He Oranga Poutama
SROI report
Full Social Impact Assessment (PDF). Methods, evidence, assumptions, and appendices.
SROI summary
Two-page SROI Summary (PDF). Headline numbers, drivers, and scope.
SROI audit
Twelve SROI Checks — HOP (PDF). The audit view of the model choices.
At-a-glance results
- Benefit–cost ratio (base): 5.1 : 1
- Present value of benefits: $1.13m (real 2025 NZD)
- Present value of costs: $0.22m
- NPV: $0.90m
- Cohort: ~400 people
- Sensitivity range: 0.6–8.6 : 1 (driven mainly by attribution)
What this example covers
He Oranga Poutama supports community-led participation in active recreation and sport across the Manawatū region. The example shows how we translate observed outcomes into a forecast SROI using Treasury’s CBAx approach, in real 2025 NZD with a 2% social discount rate.
What we measured (monetised)
Five material outcome domains were monetised with documented sources and base years:
- Improved physical health (adults & youth)
- Avoided moderate depression/anxiety
- Social connectedness / group membership
- Life satisfaction uplift
- Regular volunteering
Unit values used in the model (per person-year): $1,742 (adult physical activity), $1,223 (youth physical activity), $20,000 (avoided depression/anxiety), $1,084 (social connectedness), and $745 (volunteering).
What we didn’t monetise
Cultural identity and belonging, community leadership, marae engagement, environmental connection (Māra Kai), and other taonga were reported qualitatively to avoid double-counting and preserve conservative claims. These sit outside the ratio but are material to decision-makers.
Method in brief
- Counterfactual & deadweight: estimate what would have happened anyway before any other adjustments.
- Attribution: allocate shares across contributors; never assume 100%.
- Duration & drop-off: retain only the portion that persists each year (physical health to three years; social connection and volunteering into year two; some outcomes set to one year).
- Discounting: convert to present value at 2%.
The approach follows the 12-check audit pathway for design → causality → valuation.
Results & drivers
The largest monetised contributions come from improved physical health and social connectedness, with additional value from avoided depression/anxiety, life satisfaction, and volunteering. Sensitivity testing shows the key lever is attribution; the base case remains positive under moderate settings.
“Awesome mahi. It helped HOP get an award with Sport NZ!”
John Samuela
Kaiarahi Kaupapa (Project Manager/Lead), He Oranga Poutama
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