CSR Programmes, Through to Impact
Choose implementing partners, then track tranches, utilisation and impact.Choose implementing partners for your company's CSR projects, confirm Schedule VII fit, decide against the year's obligation, then track tranches, utilisation and impact.
CSR Programmes
Choose implementing partners for your company's CSR projects, then track utilisation and impact.
Create a Programme
Your new programme
DraftCSR programme
- What it is
- What the type sets
The type, its words and its features can be changed in Programme Settings while the programme is a draft.
- Who it is for
- A company's CSR team, or a foundation running CSR for it, choosing implementing partners and following each project through.
- The words it uses
- How it is judged
- Reviewers confirm each proposal's Schedule VII fit and work through due diligence, then the CSR committee decides against this year's obligation.
- Rounds it suggests
- Eligibility and due diligenceExpert reviewCSR committeeAgreement and tranches
- Switched on for you
- InterviewsCommitteeCohortsPortfolio
Set-up
Set the year's obligation and close each year
Enter three years' net profit and IdeaScore works out 2%. Closing a year locks it.Enter the net profit for the three years before, as your finance team works it out, and IdeaScore works out 2% of the average; it never computes net profit. Closing a financial year locks its allocations, releases, certificates and transfers.
CSR set-up: the year's obligation, the committee and each financial year. Proposals
Schedule VII fit and due diligence, side by side
Schedule VII areas, a fit card a reviewer confirms, and due diligence on CSR-1, 12A and 80G.Each partner proposal arrives with its Schedule VII areas and a budget by financial year. The fit card, read by IdeaScore AI, counts once a reviewer confirms it, and due diligence covers the CSR-1, 12A and 80G registrations and the track record; a proposal cannot be approved with required items left to check.
A partner proposal with its Schedule VII fit card and due diligence. Committee
The committee decides against the obligation
Each proposal against the year's obligation. Approve, hold or decline, then record the decisions.The committee board shows each recommended proposal with its Schedule VII items, score and amounts, and how this meeting's approvals sit against the year's obligation. Approve, hold or decline each one, then record the decisions.
The CSR committee board against this year's obligation. Utilisation
Utilisation by financial year
Released, utilised and late certificates, year by year. IdeaScore never moves money.See what has been released to each project and what it has utilised, and which certificates are late or waiting for review, year by year. IdeaScore records what your finance team releases; it never moves money and holds no bank details.
Utilisation for the year: released, utilised and what is still with partners. Finance team
A view for your finance team
Finance members record releases and see each project's released and releasable amounts, without programme totals.
What a finance member sees: each project's released and releasable amounts. Impact
Impact from your partners' own reports
Each project's indicators sit against their baselines and targets, filled in from the partners' quarterly reports, and you see whose report for the quarter has not come in yet.
Impact: indicators against baselines and targets, and the quarter's partner reports. Partners
Partners report from a phone
Partners see their allocation, send certificates and file quarterly reports. Never bank details.Partners see what the committee approved for their project, year by year, send a utilisation certificate for each released tranche and file their quarterly report. They are never asked for bank details; your finance team collects those directly.
A partner's project on a phone: allocation, tranches and the quarterly report.
Questions About CSR Programmes
See Your Kind of Event Set Up in IdeaScore
A 30-minute walkthrough with a product specialist, using your event's type, words and rounds.
CSR Programmes
Choose implementing partners for your company's CSR projects, then track utilisation and impact.
- Who it is for
- A company's CSR team, or a foundation running CSR for it, choosing implementing partners and following each project through.
- The words it uses
- EntryproposalSubmissionproposalParticipantimplementing partnerEvaluatorreviewerEventprogramme
- How it is judged
- Reviewers confirm each proposal's Schedule VII fit and work through due diligence, then the CSR committee decides against this year's obligation.
- Rounds it suggests
- Eligibility and due diligenceExpert reviewCSR committeeAgreement and tranches
- Switched on for you
- InterviewsCommitteeCohortsPortfolio
Set the year's obligation and close each year
Enter three years' net profit and IdeaScore works out 2%. Closing a year locks it.
Schedule VII fit and due diligence, side by side
Schedule VII areas, a fit card a reviewer confirms, and due diligence on CSR-1, 12A and 80G.
The committee decides against the obligation
Each proposal against the year's obligation. Approve, hold or decline, then record the decisions.
Utilisation by financial year
Released, utilised and late certificates, year by year. IdeaScore never moves money.
A view for your finance team
Finance members record releases and see each project's released and releasable amounts, without programme totals.
Impact from your partners' own reports
Each project's indicators sit against their baselines and targets, filled in from the partners' quarterly reports, and you see whose report for the quarter has not come in yet.
Partners report from a phone
Partners see their allocation, send certificates and file quarterly reports. Never bank details.