02 · Quarterly Impact Report Template

Format: 8 pages, A4 PDF. Owner: Account Manager drafts, Head of Impact signs off, Head of Coaching reviews safeguarding language. Cadence: Within 10 working days of quarter end. Audience: Client sponsor + one named alternate. Not for general distribution unless the client requests.

Same numbers go in the client report and the board pack. We don't write two versions.

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Cover (page 1)

• Client name, cohort name(s), quarter, version number.
• One-sentence headline ("Confidence to have a difficult conversation rose from 4.1 to 6.8 across 22 managers.")
• Confidence factor for the SROI figure (e.g. "SROI 3.2:1 — confidence 72%, see methodology p.8").
• "Prepared by [Account Manager], reviewed by [Head of Impact], dated [date]."

At a glance (page 2)

Four boxes, one per tier of the framework (file 01):

What we did this quarter (page 3 — Tier 1)

• Cohorts run, with dates and modality (workshop / 1:1 / async / retrospective).
• Attendance vs expected.
• Coach roster used (level only — not names, unless client requested).
• Any deviations from the SoW (Sprint 6 / 07) and why.

What changed for participants (page 4 — Tier 2)

• Pre / post deltas per pulse instrument, with distribution graph, n, and confidence factor.
• One anonymised excerpt per outcome theme (file 09 process).
• Themes coded from free text: top 3, with frequency.
• Suppressed metrics: list them with a one-line reason ("n=3, suppressed; will report next quarter").

What changed for the organisation (page 5 — Tier 3)

• HR-supplied figures: absence, attrition, mobility, engagement — only if client supplied them with sign-off.
• Each one captioned "Associated with the programme" unless a control cohort exists.
• Manager-led behaviour change examples (Sprint 1 retrospective output).
• Policy uptake (Sprint 2): how many managers used the menopause quick card; how many participants requested a reasonable adjustment.

Social Return on Investment (page 6 — Tier 4)

• Headline ratio, with confidence factor and sensitivity range (low / central / high).
• Bar chart: contribution to total SROI by domain (manager MH, menopause, financial wellbeing, onboarding).
• Top 3 financial proxies used, with source.
• Pointer to file 04 methodology and the Evidence Room link for working.

Risks, learnings, and what we'd do differently (page 7)

This page is mandatory. If it's missing or empty, the report doesn't ship.

• Risks the quarter surfaced (e.g. "menopause uptake low in Engineering — sponsor cover gap").
• Things that didn't work and what we changed.
• Where we got something wrong (e.g. a session ran over, a nudge mistimed).
• What we'd ask the client to do differently next quarter.

Methodology and footnotes (page 8)

• Pulse instruments used, with version numbers.
• Sample sizes per metric.
• Suppression rule (n < 5) and how often it was triggered.
• Attribution rule ("associated with" vs "caused by").
• Link to the SROI methodology (file 04) and Evidence Room (file 08).
• Correction policy (file 10) and how to flag a suspected error.

Accessibility & format

• Plain-English summary box on page 2, ≤120 words, Flesch ≥60.
• Charts have data tables alongside (not images-only).
• PDF is tagged for screen reader use.
• Welsh-language summary available on request (≤10 working days).

What we will not include

• Named participants.
• Coach names without coach consent.
• Manager quotes attributable to a single person.
• Comparisons to "industry benchmark" unless the source is published, dated, and citable.
• Vague claims like "improved wellbeing" without the underlying metric.