ABOUT SERT

A bit of background on SERT and the team...

The Social Enterprise Reporting Tool was developed by researchers at the Centre for Social Impact, working across three Universities: Swinburne University of Technology, the University of Western Australia and the University of NSW.

Our desire to build SERT came from our research findings. We explored how social enterprises respond to resourcing challenges, since without sustainable resource streams, social enterprises can’t establish in markets, or produce social impact.

Our findings show a need for suitable business support systems to help social enterprises overcome resourcing barriers. From this, SERT was created. Although we’re currently running in beta mode, you can easily and securely register and use the site.

If you want to find out more about SERT, follow the links on the slider above. If you want to get in touch with the team, feel free to contact us.

LEARN MORE

What you need to know before you start...

We hope that SERT will be useful for tracking your organisation's performance over time, but to get the most out of this tool you'll need to set aside a bit of time and gather some information together such as financial records, staffing and volunteer numbers, and information about your organisation's outcomes for this financial year. Users tell us that about 45-60 minutes is a good amount of time to work through the tool.

Given the type of information needed for the SERT, we recommend that the best people to complete it will be those with a senior-level oversight of the organisation's performance. This might include founders, senior managers and leaders, heads of business units, etc.

 

STATEMENT OF SOCIAL PERFORMANCE

See what the report looks like...

REQUIRED INFORMATION

There's a little pre-planning involved...

In order to complete the Social Enterprise Reporting Tool (SERT), you’ll need access to some different types of information about your social enterprise, and also the authority to enter this information into SERT. Here are some of the types of information and documents you might need access to in order to enter this data into SERT and generate a report for your social enterprise:

  • Financial records
  • Social outputs and outcomes for the reporting year
  • Staff and volunteer numbers
  • Information from business plans
  • Information from strategic plan
  • Evaluations of your social enterprise's impact
  • Financial records
  • Social outputs and outcomes for the reporting year
  • Staff and volunteer numbers
  • Information from business plans
  • Information from strategic plan
  • Evaluations of your social enterprise's impact