Well · SROI Forecast Tool · Australia

Social Return
on Investment

Forecast the social value of any program impacting community wellbeing — grounded in Australia's Measuring What Matters (2023) and WEGo nation policy. All values in AUD.

Forecast Social Return
Add program inputs to see your forecast
FORECAST SROI · 0 DOMAINS ACTIVE
How This Tool Works

This SROI forecast tool is designed for anyone planning a program that impacts community wellbeing in Australia. It translates the outcomes your program creates into a financial value — not to reduce people to numbers, but to make the invisible visible to funders, governments, and communities.

What is SROI?

Social Return on Investment (SROI) is an outcomes-based framework that assigns financial value to non-market outcomes — improved mental health, community connection, ecological repair, cultural continuity — that traditional cost-benefit analysis misses entirely.

Where conventional analysis counts what is spent, SROI asks what is genuinely created: dignity, belonging, ecological repair, and cultural continuity. This aligns directly with Australia's Measuring What Matters (ABS, 2023) and the policy frameworks of all six WEGo member nations.

Understanding the SROI Ratio
SROI = Total Social Value ÷ Total Investment
e.g. A$500,000 social value ÷ A$100,000 invested = 5:1 SROI

A ratio of 5:1 means that for every A$1 invested in the program, A$5 of social value is created across the community. Community-based services in Australia typically return A$3–A$14 per A$1 invested depending on the domain (Productivity Commission, 2023).

What are "units"?

A unit is one measurable instance of a meaningful outcome being experienced by one person (or one completed action, for environmental domains). You define the units — this tool provides the plain-language question and examples to guide you.

Health
200 people completing a mental health program and reporting improved wellbeing = 200 units
Cultural & Spiritual Life
5 community ceremonies where traditional knowledge is transmitted = 5 units
Environment
8 ecological restoration events across Country = 8 units
Governance & Voice
90 organisations gaining a formal voice in funding decisions = 90 units
Where do proxy values come from?

Each domain has a pre-set proxy value in AUD — the estimated financial value of one unit of that outcome. These are derived from:

ABS Measuring What Matters (2023)
Primary Australian wellbeing indicator framework
AIHW (Australian Institute of Health & Welfare)
Health domain proxy — avoided cost of mental illness
Productivity Commission Reports (2022–23)
Housing, safety, relationships, and social isolation proxies
HACT Social Value Bank (AUD-adjusted)
Evidence-based proxy values calibrated to Australian context
Wales Future Generations Commissioner
Future Generations domain proxy methodology
OECD Better Life Index
Subjective wellbeing and education proxies
CSIRO (2022)
Environment domain — nature-based restoration value
Deloitte Arts Economic Impact (2022)
Cultural & Spiritual Life proxy calibration

Proxy values are intentionally conservative. They represent the lower bound of social value — the floor, not the ceiling. Cultural & Spiritual Life and Future Generations carry the highest proxies because they represent outcomes most invisible to conventional economics, and most consequential to Indigenous-led and community-first organisations.

Forecast vs Evaluative SROI
Forecast SROI
This tool

Predicts the social value a program is expected to create — used for funding applications, grant proposals, and investment planning. Based on your planned reach and evidence-based proxy values.

Evaluative SROI
Post-program

Conducted after the program has run, using actual outcome data. Evaluative SROI validates the forecast, builds funder confidence, and generates evidence for continuous learning — the 'L' in MEL.

The Five-Step SROI Methodology
01
Stakeholder Mapping
Identify everyone who experiences change — participants, communities, carers, Country, future generations. This tool prompts you to think across 12 domains to avoid missing key groups.
02
Theory of Change
Map the causal pathway from your investment and activities to wellbeing outcomes. The domain questions guide you to articulate what will change and for whom.
03
Outcome Identification
Define the specific wellbeing changes your program creates. The 12 domains — grounded in MWM 2023, OECD, and WEGo frameworks — ensure you capture both obvious and invisible outcomes.
04
Financial Proxies (AUD)
Apply evidence-based values to each outcome unit. This tool does this automatically, using Australian data sources. Each proxy is cited so you can reference it in funding applications.
05
Deadweight Assessment
Consider what would have happened anyway without your program. If similar services already exist in your area, your net contribution may be lower. Adjust unit counts to reflect your genuine additionality.
Beyond GDP · Why This Matters for Australia

SROI aligns with the Wellbeing Economy Alliance's core goal: shifting decision-making from short-term financial gain toward long-term societal and ecological wellbeing. Australia's Measuring What Matters framework is the beginning of this shift at national policy level. Tools like this one make it possible at program and community level — giving frontline organisations the evidence language to compete for funding on their own terms.

© 2025 Tess O'Brien for Well · All rights reserved
SROI Forecast Tool · Australia · All values in AUD · MWM 2023 · OECD · NZ LSF · NPF · GNH · WEAll · AIATSIS · UN SDGs