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Training & Certification


Scroll down to read descriptions of trainings.

Upcoming Trainings

DECEMBER 11, 2019

Skilled Impact Analysis Training, location TBD

9:00 am - 5:00 pm

Details and registration information forthcoming. If interested in hosting in your city, contact us! 

Social Return on Investment Analysis Training, Minneapolis, MN

9:00 am - 5:00 pm CST

Details and registration information forthcoming soon.

NOVEMBER 11, 2019

SEPTEMBER 18, 2019

Skilled Impact Analysis Training, San Francisco, CA

9:00 am - 5:00 pm PDT

Details and registration information forthcoming soon.  

Impact Management Skills Training, New York, NY

9:00 am - 4:00 pm EDT

Learn more and register here.

JULY 17, 2019


Recent Trainings

MAY 10-11, 2019

SROI Train the Trainers, Silicon Valley, CA

9:00 am - 5:00 pm PST both days

Registration is now closed.

Impact Management Skills Training, San Francisco, CA

9:00 am - 4:00 pm PST

Registration is now closed.

JANUARY 30, 2019

December 12, 2018

June 13, 2018

Skilled Impact Analysis Training, Boston, MA

9:00 am - 5:00 pm EDT

Registration is now closed.

Social Return on Investment Practitioner Training, New Orleans, LA

9:00 am - 5:00 pm EDT

Registration is now closed.

May 14-15, 2018

Descriptions of Trainings

Purpose: The Impact Management Skills Training is for those who seek to enhance their ability to generate positive outcomes for people and systems. Participants will improve their ability to get and use insights from their work to maximize positive impact.

During the one-day training we present frameworks and examples, then work through their application using real field experience and participant-driven exercises and case studies of relevance to participants.

Participants will benefit both from international third-party standards relevant to impact management, such as the Impact Management Project's 5 dimensions of impact and investor matrix, Social Value International's Social Value Principles, and the UN Sustainable Development Goals, and the GIIN’s IRIS+. Participants will also benefit from insights from the trainers’ world-class hands-on experience in impact management.

Learning objectives include:

  • Become familiar with the profession of impact management

  • Understand the 7 principles of social value and how they are used in impact management

  • Gain insights that can be used to maximize positive impact within complex systems that meaningfully affect peoples’ lives 

  • Learn how to structure governance, funding and programmatic systems to focus on outcomes

  • Understand and benefit from lessons from existing pay-for-success projects

  • Learn what the Impact Management Project is, how and when to use its shared fundamentals of impact, and how to get involved

Who should attend:

  • Leaders and managers of enterprises working to create positive impact within complex systems

  • Funders

  • Policymakers

  • Aspiring professionals and students


  • Save time and avoid learning by trial-and-error by instead learning from those who have already found and overcome common pitfalls

  • Gain confidence around the governance structures that support the creation of intentional and positive impact

  • Improve your ability to navigate unintended and potentially negative impacts

Length: One-day course with materials to review after

Impact Management Skills Training

Skilled Impact Analysis

*The course is a prerequisite for the SVI Certificate in Skilled Impact Analysis

Purpose: Participants in this course will receive an introduction to social and environmental impact analysis - that is, how to understand real impact through reported information about impact. Various fields - including accounting, economics, evaluation, finance, environmental science, social science and social entrepreneurship - have developed methods to help understand and account for the social and environmental impact of private business, investment, non-profit, and governmental activities. This course presents a framework for skilled impact analysis that contains practices and insights distilled from these fields. 

Takeaways include:

  • Know what constitutes a sound analysis of impact

  • Understand, interpret, and critique information on the social and environmental impact of investments, grants and enterprises

  • Know what to ask for from providers of impact information

Audience: The course is designed to help those who make investments, grants or donations assess the social and environmental impact of the activities they fund through information about it that is reported to them.


  • Gain confidence in decisions about how to align time and money with values

  • Avoid falling prey to “greenwashing”

  • Reduce impact risk

  • Prepare for the SVI Certificate Exam in Skilled Analysis

Length: One-day course with materials to review before and after

For further information about the course framework, click here.

Impact Management Basics

Purpose: This workshop will teach you how to manage your social value. Even better; no matter the size of your organization and resources, or those of your beneficiaries, impact management can be both feasible and a real value-add for your organization and can drive great cost savings and organizational change. This workshop on impact management is designed to unveil the do’s and don’ts of impact measurement and to equip you with all you need to know about the implementation and management of social impact.

Takeaways include:

  • Learn how managers justify the up-front costs of sustainability and impact initiatives to higher-ups

  • Understand key terms and concepts used in measurement and management of impact

  • Know common risks and pitfalls in impact management, and how to avoid them

Audience: The training is designed for practitioners in the field of impact assessment, or with an understanding of the basics of impact measurement. Former participants ranged from grant officers, advisors in philanthropy (banking, family offices), investment managers, foundations and NGO staff, to academic institutions. This mix is a unique opportunity to connect and learn from each other in the pursuit of more effective societal impact.

Benefits: Gain confidence to implement your impact initiative, and connect with peers working to implement their own initiatives. 

Intro to SROI

Purpose: Our Introduction to SROI courses are designed for people who would like to know more about Social Return on Investment (SROI) analysis and how it can help them. The Intro course can act as good preparation for the 2-day SROI Practitioner course, or as a standalone piece for people interested to know more about SROI. There are three intro sessions outlined below.

Session 1 – What is SROI and why would you want to do it?

This session will cover topics including: Defining social value, measuring social impact, why we should account for social impact, what SROI is, managing activities and risk, pros and cons of SROI and social value.

Session 2 – Using the principles of SROI

This session will cover topics including: Judgement and truth, being proportionate, the Social Value Principles in action, purpose and audience, asking is your measurement good enough?

Session 3 – An introduction to how to do an SROI analysis

This session will cover topics including: Try answering the questions SROI poses – an exploration of the process with some exercises and a worked example, applying SROI, tools and resources.

Takeaways include: Understand the strengths, weaknesses, and best uses of SROI analysis.

Audience: Everyone. No prior experience is needed. The sessions will be delivered in English.

Benefits: Make decisions about social impact valuation with confidence. 

SROI Practitioner Training

*This course is required for SROI Accreditation

**When this course is referred to as SROI Analysis Training, it is delivered by a trainer who is not accredited by SVI.

Purpose: The course itself gives you the knowledge and tools necessary to measure and maximize the social value of your activities. So whether you’re a nonprofit measuring your impact and improving your services or a private business looking at your triple bottom line, SROI training will help you. The course is accredited by the Institute of Leadership Management and is delivered by accredited trainers and SROI practitioners who have been involved in SROI for over a decade.


  • Understand the principles of Social Value and how to apply them to real world cases

  • Learn the strengths, weaknesses and best uses of SROI analysis

Audience: The SROI Practitioner Course is designed for those new to sustainability and impact management as well as professionals seeking to add to their toolkit.  

Benefits: Make headway on an analysis of SROI of your choosing; connect with like-minded peers in the impact management and sustainability world; and make progress toward accreditation as an SROI Practitioner. 

Length: Two-day course

Impact Management Seminar


Purpose: This introductory two-hour Seminar provides an overview of how to measure and grow the social and environmental value of your company, initiative, or program. We cover a brief history of impact management and of forward-looking trends, as well as resources to build your impact management practice.

Audience: One version of the Seminar is specifically for for-profit companies, from start-ups to social enterprises; the other is tailored for non-profit organizations.  

Benefits: This workshop is for those seeking to

  • assure investors you can deliver impact

  • differentiate yourself from your competitors

  • gain a recruiting advantage

  • build morale and improve team performance

  • improve mission-alignment across staff

  • learn about the history of and trends in social value accounting and impact management

  • and more!

Length: Two hours