SERT is a web-tool designed to help social enterprises keep track of their financial and non-financial reporting. SERT was developed as a result of a five-year research project, run by three Australia Universities. It has been built for, and with input from, social enterprises from the ground up.
SERT was designed for, and with, social enterprises. It is ideally suited for start-up and small-sized businesses. Many larger social enterprises will likely already have invested in their own reporting systems, and so it is unlikely that SERT will be as useful – although you are welcome to try! It is developed with Australian-based social enterprises in mind.
First, you have to register for a new account. Once this step has been completed, you log-in using your username and password. This will take you to the account page, and you will see a link to complete the SERT survey. Once completed, our system will create a link for you to access your Statement of Social Performance. When you’ve finished, remember to click Log-Out.
Yes, you can. Although please note, the SERT survey was created with specific Australian policy and regulations in mind. This means that some questions might not apply to social enterprise registered and / or operating in other jurisdictions.
By making SERT free to use, we are addressing one of the key factors that stop small businesses engaging in regular, systematic reporting.
In the survey, you’ll notice that we’ve included several questions to prompt thinking about issues that relate to a sustainable business, e.g. governance, strategic planning.
We want SERT to be more than a reporting tool. We want SERT to ask you the questions that will help you develop your business. By completing these questions, we hope it will prompt deeper thinking about your business structure, its governance arrangements and how you aim to meet you goals over the medium to long-term.
In this way, we also hope SERT can further develop capacity among the social enterprises who use it!
Yes, you need to do this to ensure you can use the survey, and the system can keep your data organised and safe!
Yes, feel free to drop the team a line at firstname.lastname@example.org
SERT is free to use…Hooray!
You complete the Registration and Log-In steps, and then click on ‘Complete SERT Survey’. Then you need to answer a number of questions about your organisation, its financial and non-financial data, and social impact descriptions too. You’ll also have the option of completing further sections about your governance structure, social and business strategy and an expertise audit.
If you don’t want to complete your SERT form, and want to come back another time to do so, you can click ‘Save and Continue Later’ in the SERT survey. When you next log-in, you click on Return to my SERT form. A link will then be sent to the email address you registered with SERT.
No – only the financial, non-financial and basic social impact data. Any other data you keep is for you to keep track of next time you complete SERT – being able to trace your strategy over time can be a very productive process!
We collect your data to understand trends among how social enterprises reporting, for scholarly research purposes (i.e. writing academic papers). We never use identifiable data – all data is aggregated so it is impossible for anyone to be identified from our analysis.
Yes, to do this you need to complete separate SERT forms for each financial/reporting year. The completed forms will then be accessible via your Summary page.
You’ll need to spend a little time preparing to answer the SERT survey and make the process as efficient as possible. We provide a list of possible items you need here.
Your data is very important to you, and to us too. With that in mind we have made our site, server and database very secure and reliable. All SERT data is stored on secure servers based in Australia. Your data never leaves Australia and is kept in accordance with strict data ethics guidelines followed by Australian Universities.
In line with our University ethics approval, we can keep your data for up to seven years. However, if you rather we didn’t, we can safely and securely erase it from our servers. Just drop us a line at email@example.com and we’ll do the rest.
No-one. We do not provide any access to any data obtained and stored through SERT to any third-party, anywhere. We only use your aggregated data for understanding trends in the data, and for academic publications.
Drop us a line at firstname.lastname@example.org, and we’ll take care of it. We’d be sorry to see you go!
Statement of Social Performance
The SSP was developed as an idea in a research paper written by Belinda Luke. We loved the simple but important message that the SSP delivers, so we asked Belinda’s permission to apply her idea (and intellectual property) to our own research to bring it to life.
The beauty of the SSP lies in its simplicity. Our research has shown that many important audiences want to know different things about social enterprises, especially different aspects of performance. The SSP speaks to many audiences at once, including potential funders, beneficiaries, and key partners.
You can log back in to your account and access your SERT form to complete it and submit to receive your SSP. You can’t yet edit your SSPs, although this is a functionality we are looking into for later in 2018.
Not yet – but we’re working on some exciting data visualisation options that we think you’ll really like and find extremely useful. More to come on this later in 2018.
Click on the ‘Forgot Username/Password’ link on the log-in page. An email will be sent to you to confirm your identity and you can you then follow the link to reset your password.