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ScaleForth Framework for Scaling
Social Impact
A holistic approach to Impact @Scale

Sumantra Naik, Floyd DCosta
January, 2014

Co-Founders, Investrata Foundation for Social Entrepreneurship
2

The socio-environmental challenges of this century
demand nothing less than turnkey futuristic solutions

The Need
A set of modern tools and
strategies to radically amplify
social impact

The Have
Solutions to many of the
pressing challenges are already
available in some form or the
other, somewhere on the planet

We need to go beyond simply ‘scaling what works’ and take a more
comprehensive approach to scaling impact
Investrata Foundation for Social Entrepreneurship
3

‘ScaleForth’ is a 7-point framework that provides a
holistic approach to effectively scale impact

Seven tools and strategies that social enterprises can deploy to achieve more with less
Deploy modern management
tools and best-practice
techniques to develop new
Business Models that are
social, sustainable and agile
at the core

Leverage Technology:
including social, mobile
and cloud computing to
improve
efficiencies, enhance
processes and expand
operations

Invest in Learning and
Development: in both,
hard as well as soft skills
including leadership,
management

Examine the Data: Take
a close look and exploit
data to understand
underlying
patterns, develop fitting
solutions and improve
outcomes

Establish / participate in
Networks to develop
new value chains (create
new markets), advance
social innovation and
spawn ‘collective impact’

Blend Advocacy and
Activism with product and
service development to
elucidate value
propositions, proliferate new
thinking and garner support
for change programs

Engage Intermediaries:
Intermediaries play a crucial role in
linking initiatives, catalyzing efforts
and magnifying effects
Investrata Foundation for Social Entrepreneurship
4

Leverage technology to enhance communication,
improve collaboration and expand operations

The confluence of emerging technologies – cloud, mobile, opensource, social - is
transforming the business landscape

Social

4

The world is becoming
hyper-social. Social
networks allow people
to maintain an online
identity, connect, comm
unicate, and collaborate
globally

OpenSource

1

Cloud computing provides
the underlying
infrastructure to quickly
build, deploy and scale-up
digital platforms at fraction
of the original cost

The Result: For
small and medium
as well as social
enterprises, this
creates a level
playing field
required to succeed
in business

3

Based on the principles
of universal access, the
open source movement
continues to gain
momentum
Investrata Foundation for Social Entrepreneurship

Cloud

2

Mobile
With varying degrees
and capabilities, mobile
technology provides
access to platforms
anytime, anywhere
Closely examine the data to understand underlying
patterns, develop fitting solutions and improve outcomes

5
6
5
4
3
2
1

0
One

Two

Three

Four

Five

Six

Seven

Eight

Nine

Ten

Eleven

Employ analytics to develop, simulate and validate theories of
change, take data driven decisions and accelerate impact.
Investrata Foundation for Social Entrepreneurship

Twelve
6

Include advocacy and activism in go-to-market plans to
proliferate new thinking and accelerate support for change

Social entrepreneurs should understand the broader environment in
which they operate and proactively shape the ecosystem to support
and sustain their desired impact
Investrata Foundation for Social Entrepreneurship
7

Engage and collaborate with Intermediaries where
available and appropriate

Intermediaries play a crucial role in linking initiatives, catalyzing efforts
and magnifying effects
Investrata Foundation for Social Entrepreneurship
8

Establish networks to develop new value
circles, advance social innovation and spawn ‘collective
impact’
Harnessing Network Effects

The scale and complexity of challenges we face today is daunting.
And, this necessitates a host of entities to come together, pool
complimenting knowledge and skills and collaborate effectively to
develop the innovative turnkey solutions required to address our most
pressing challenges
Investrata Foundation for Social Entrepreneurship
9

Invest in learning and talent development – people
are the most valuable asset in any social enterprise

Technical

Soft skills

Community

Soft skills, including leadership, communications, negotiations and
management, are equally vital for building and scaling successful
social enterprises
Investrata Foundation for Social Entrepreneurship
10

Take innovation beyond products and services to
develop new business models
Social

Agile

Sustainable

Employ proven methods and approaches as well as modern tools and
techniques to design novel business models for sustainable success in
the 21st century.
Some examples: Systems Thinking, Ecosystem Approach, Human
Centered Design, Business Model Canvas, Blue Ocean Strategy
Investrata Foundation for Social Entrepreneurship
11

We, at the Investrata Foundation for Social
Entrepreneurship, deploy the ScaleForth framework
ourselves

We’re developing a taste for our own medicine 

ScaleForImpact

Our ‘Impact Amplifier’ provides social
entrepreneurs with a Scale-Up toolkit as
well as a platform for communication

Investrata
Foundation for Social
Entrepreneurship

SocEnt Forge
A web-based social enterprise business
model repository built on the principles of universal
access and open-source development

ChangeOverCoffee
An online publlication where we chart
entrepreneurial journeys, celebrate social
ventures and highlight breakthrough impact.

Investrata Foundation for Social Entrepreneurship
12

If you have a query, suggestion, request or
comment, we’d like to hear from you!

www.investrata.org

Reach Us

facebook.com/Investrata

We are social!

@ImpactIN

info@investrata.org

Investrata Foundation for Social Entrepreneurship

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ScaleForth - A Framework for Scaling Social Impact

  • 1. ScaleForth Framework for Scaling Social Impact A holistic approach to Impact @Scale Sumantra Naik, Floyd DCosta January, 2014 Co-Founders, Investrata Foundation for Social Entrepreneurship
  • 2. 2 The socio-environmental challenges of this century demand nothing less than turnkey futuristic solutions The Need A set of modern tools and strategies to radically amplify social impact The Have Solutions to many of the pressing challenges are already available in some form or the other, somewhere on the planet We need to go beyond simply ‘scaling what works’ and take a more comprehensive approach to scaling impact Investrata Foundation for Social Entrepreneurship
  • 3. 3 ‘ScaleForth’ is a 7-point framework that provides a holistic approach to effectively scale impact Seven tools and strategies that social enterprises can deploy to achieve more with less Deploy modern management tools and best-practice techniques to develop new Business Models that are social, sustainable and agile at the core Leverage Technology: including social, mobile and cloud computing to improve efficiencies, enhance processes and expand operations Invest in Learning and Development: in both, hard as well as soft skills including leadership, management Examine the Data: Take a close look and exploit data to understand underlying patterns, develop fitting solutions and improve outcomes Establish / participate in Networks to develop new value chains (create new markets), advance social innovation and spawn ‘collective impact’ Blend Advocacy and Activism with product and service development to elucidate value propositions, proliferate new thinking and garner support for change programs Engage Intermediaries: Intermediaries play a crucial role in linking initiatives, catalyzing efforts and magnifying effects Investrata Foundation for Social Entrepreneurship
  • 4. 4 Leverage technology to enhance communication, improve collaboration and expand operations The confluence of emerging technologies – cloud, mobile, opensource, social - is transforming the business landscape Social 4 The world is becoming hyper-social. Social networks allow people to maintain an online identity, connect, comm unicate, and collaborate globally OpenSource 1 Cloud computing provides the underlying infrastructure to quickly build, deploy and scale-up digital platforms at fraction of the original cost The Result: For small and medium as well as social enterprises, this creates a level playing field required to succeed in business 3 Based on the principles of universal access, the open source movement continues to gain momentum Investrata Foundation for Social Entrepreneurship Cloud 2 Mobile With varying degrees and capabilities, mobile technology provides access to platforms anytime, anywhere
  • 5. Closely examine the data to understand underlying patterns, develop fitting solutions and improve outcomes 5 6 5 4 3 2 1 0 One Two Three Four Five Six Seven Eight Nine Ten Eleven Employ analytics to develop, simulate and validate theories of change, take data driven decisions and accelerate impact. Investrata Foundation for Social Entrepreneurship Twelve
  • 6. 6 Include advocacy and activism in go-to-market plans to proliferate new thinking and accelerate support for change Social entrepreneurs should understand the broader environment in which they operate and proactively shape the ecosystem to support and sustain their desired impact Investrata Foundation for Social Entrepreneurship
  • 7. 7 Engage and collaborate with Intermediaries where available and appropriate Intermediaries play a crucial role in linking initiatives, catalyzing efforts and magnifying effects Investrata Foundation for Social Entrepreneurship
  • 8. 8 Establish networks to develop new value circles, advance social innovation and spawn ‘collective impact’ Harnessing Network Effects The scale and complexity of challenges we face today is daunting. And, this necessitates a host of entities to come together, pool complimenting knowledge and skills and collaborate effectively to develop the innovative turnkey solutions required to address our most pressing challenges Investrata Foundation for Social Entrepreneurship
  • 9. 9 Invest in learning and talent development – people are the most valuable asset in any social enterprise Technical Soft skills Community Soft skills, including leadership, communications, negotiations and management, are equally vital for building and scaling successful social enterprises Investrata Foundation for Social Entrepreneurship
  • 10. 10 Take innovation beyond products and services to develop new business models Social Agile Sustainable Employ proven methods and approaches as well as modern tools and techniques to design novel business models for sustainable success in the 21st century. Some examples: Systems Thinking, Ecosystem Approach, Human Centered Design, Business Model Canvas, Blue Ocean Strategy Investrata Foundation for Social Entrepreneurship
  • 11. 11 We, at the Investrata Foundation for Social Entrepreneurship, deploy the ScaleForth framework ourselves We’re developing a taste for our own medicine  ScaleForImpact Our ‘Impact Amplifier’ provides social entrepreneurs with a Scale-Up toolkit as well as a platform for communication Investrata Foundation for Social Entrepreneurship SocEnt Forge A web-based social enterprise business model repository built on the principles of universal access and open-source development ChangeOverCoffee An online publlication where we chart entrepreneurial journeys, celebrate social ventures and highlight breakthrough impact. Investrata Foundation for Social Entrepreneurship
  • 12. 12 If you have a query, suggestion, request or comment, we’d like to hear from you! www.investrata.org Reach Us facebook.com/Investrata We are social! @ImpactIN info@investrata.org Investrata Foundation for Social Entrepreneurship