TRIPLE BOTTOM LINE REPORTING |CONCEPTUAL PROPOSAL
eImpact | October 2018




FOR:

Coalfield Development

P.O. Box 1133

Wayne, WV 25570


BY:

eImpact Report

3435 NE 45th Ave

Portland, OR 97213

(503) 773-9689

www.eimpact.report 

SUMMARY: OUTCOMES & OBJECTIVES

  • Coalfield Development is a pioneer in Appalachia doing workforce and economic development in a post-mono-economy of coal. So much so, that the organization has drawn interest nationwide from groups looking to export best practices from the Coalfield Development model to other extraction economies.
  • As part of this innovative new model, Coalfield Development needs data: a way to quantify and communicate the social and economic returns delivered.
  • Doing so will let Coalfield Development demonstrate proof that the model is working, and address their array of stakeholders, from public and private funders, to the community, to their internal staff.



KEY QUESTIONS:

How are our programs delivering results?

Are our beliefs valid?

What is the return on investment?

ROI as expressed in triple bottom line

Do our programs have potential for scale?

What is potential reach and transferability

REPORT CONCEPT: POTENTIAL AREAS OF FOCUS

The following conceptual scope outlines a complete triple bottom line reporting solution, from data sourcing and processing, to finished narrative in an interactive format. Coalfield Development's demonstrated strength at the narrative component will help put each metric displayed into context, giving the data meaning and aiding in audience interpretation.

  1. TRIPLE BOTTOM LINE DATA REPORTING SOLUTION 
    • Qualitative + Quantitative: for the individual focus areas of the report there will be a mix of quantitative metrics and qualitative narrative, including specific stories. 
    • Focus Areas:
      1. Social Value of Associates Degree 
      2. Social Value of 3-yr Work History 
      3. Wealth Generation and Poverty 
      4. Job Creation and Economic Impact 
      5. ROI Snapshot 
      6. Demographics and Regional Economy
    • Geographic Area of Analysis: eImpact will analyze all data for a custom area of the Appalachia region, as defined by Coalfield Development. Data for state(s) overall as well as national benchmarks may also be included.
    • Build report: eImpact will provide all report layout and design, including data visualizations, maps and other report components. Coalfield Development may provide as much narrative as desired.
    • Report formats: the final report will be available via web (hosted by eImpact) with a direct link, print/PDF versions, as well as embedded on the Coalfield Development website.
    • Website Embedding: dashboard provided with embed code for seamless integration to coalfield-development.org website, including styling. 
    • Engagement Tracking: view tracking analytics for primary website version as well as individual sharing (tracked by email address).
    • Training and Support: for duration of 12-month term phone and email support will be provided for any technical issues.


PROCESS: 

We strive to minimize your staff burden during our dashboard creation process. The typical staff time requirement from start to finish is 3-4 phone calls for direction and input.

1
KICK-OFF MEETING
Kick-off call led by a Project Director from eImpact, deep dive on implementation specifics with delivery plan including dates.
2
FIRST DRAFT & ITERATING
Review first draft of report. Client collects and provides feedback to eImpact for next iteration. This typically repeats 2-3 times.
3
DELIVERY AND SUPPORT
Final report delivered, followed technical support for embedding into client website.


PRICING RANGE:

  • Setup and customization fee: $10,000 to $12,000 (one time fee, which will be hard-quoted after final scope is determined)
  • Hosting and License fee: $7,000 (renews annually for data updates and hosting)
  • Total Proposal Price Range: $17,000 to $19,000 (first year; second year is only hosting/license fee)

            - Includes support

            - Quarterly data updates (via API from BLS, Census)

            - Secure hosting




EXAMPLE REPORTS
Tailored Data Narratives
The following section includes live examples from different clients. Each report varies depending on our specific client, report focus area, and styling, but we hope these examples give you a feel for different approaches

California Community Health Centers

Arizona Technology Industry Cluster

Post-Timber Economy in Independence, OR