SROI Self Assessment Tool

Published4th August 2014

This tool is designed to help you highlight progress and show your level of performance within each of the seven principles of Social Return on Investment.

It will then help you to identify areas that may need to be prioritised. It will also allow you to measure your own progress over time.

The information you provide will be kept confidential and the individual scores for projects will not be disclosed.


The Self Assessment tool allows an organisation to learn about each of the seven principles that underpin Social Return on Investment. The self assessment consists of several questions about an organisation’s current practice. The results of this assessment are then visually represented in a spider diagram illustrating current strengths and weaknesses. Users can complete the assessment at regular intervals to track progress over time.

The accompanying guide provides advice and tips to organisations enabling them to understand each principle and implement new practice to improve their evaluation practices.


The SROI Self Assessment Tool is a resource provided by the SROI Network. The Network itself has a range of publications and training services that are available to anyone wanting to develop SROI within their organisation.

Existing Users

  • Social Ventures Australia
  • Liverpool John Moores University
  • Gentoo Group
  • Social e-valuator

Sign-up to the principles

We need your help to put principles into practice