Baseline Survey | Assessment | Study

Independent Consulting Solutions for CSR & Development Projects

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Create value through  transparent and impactful BRSR reporting

Use our expertise in compliance review, data handling advisory, report preparation and effective communication.

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Mumbai, Kochi, Thane, NCR, Indore, Bengaluru, Chennai, Kolkata, Visakhapatnam, Guwahati, Jamshedpur

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25+ Thematic Areas

as an independent CSR Impact Assessor, we have worked with

15,00,000+ Beneficiaries

we have covered in our research and analysis for CSR 

14+ years

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100000+ Stakeholders

we have covered through interactions, interviews, FGD, KII etc. to understand their expectations and perceptions.

400+ CSR Projects

we have completed till now across 22 states of India

30+ Languages

we use to communicate with the beneficiaries and other stakeholders for these CSR projects.

15+ Industy Sectors

trusted us for conducting these CSR Impact Assessments.

Overview

Baseline Survey – Baseline Assessment – Baseline Study – Need Assessment Consultant

Consultivo helps private & public sector companies, trusts, foundations & implementation agencies to identify the baseline profile of their development projects.

The scientifically defined baseline helps to monitor and evaluate the output, outcome and impact of CSR on the designated areas of concern.

Use our 10+ years of experience in guiding business & foundation leaders in the areas of corporate social responsibility.

Our Featured Blog

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Theory of Change (ToC) is a comprehensive, structured methodology of how a development project or program is expected to achieve its intended outcomes.

Featured solutions

Unlock sustainable success with Consultivo’s expertise across the value chain.

Consultivo helps private & public sector companies, trusts, foundations & implementation agencies in the areas of Strategy, Implementation, Monitoring, Evaluation & Impact Assessment.

Communication and Impact Reports to enhance stakeholder confidence.

Companies, Trusts, NGOs, Not for Profits

Project Impact Assessment In line with MCA & Companies (CSR Policy) Amendment Rules Requirements

Solutions – How Consultivo can help

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Get your independent CSR report by Consultivo

1.

Project Impact Assessment In line with MCA & Companies (CSR Policy) Amendment Rules Requirements

2.

Consultivo helps private & public sector companies, trusts, foundations & implementation agencies in the areas of Strategy, Implementation, Monitoring, Evaluation & Impact Assessment.

3.

Communication and Impact Reports to enhance stakeholder confidence.

Companies, Trusts, NGOs, Not for Profits

4.

Use our expertise to develop framework for CSR Strategy & Policy – Align your goals

5.

Identify the real need on ground to plan suitable & sustainable social projects.

6.

Engage your stakeholder through a systematic process & materiality

7.

Consultivo provides 3rd party monitoring & evaluation of your social projects

8.

Consultivo Academy offers customised training programs as per your need

9.

SROI enables organisations to consider their impacts of a wide range of societal issues in a quantified financial term, enabling them to be more transparent about the risks and opportunities they face.

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Methodology

Baseline Survey or Baseline Study for CSR – Development Project

Baseline assessment or need assessments are generally carried out to identify the ground reality and the material issues of the society for a particular geo-location and scope of work.

Generally a survey includes the following steps:

  • Baseline Survey design including survey
  •  Identification, training, Calibration and Deployment of implementation team
  • Primary data collection (survey, focus group, interview) and secondary data collection (research, data mining) including data validation and back checking
  • Data analysis, interpretation and logical conclusions
  •  Baseline Assessment Report Preparation with depiction of ground reality, material issues and possible intervention Communications

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Impact Stories

The impact we create. The excellence we inspire.

Read a few of our stories as we partner in the CSR journey of different organisations as an impact consulting firm.

CSR Impact Assessment Project - Water

The internationally reputed company is a leading FMCG player with global presence. They have more than 20 ongoing CSR projects across India.We started with the defined objectives and scope of the assessment, including the social, environmental, and economic impacts to be evaluated through Theory of Change (ToC) framework. Stakeholders are mapped and included.

We collected data through various methods, such as surveys, interviews, FGDs and site visits.

Finally, we analysed the data to evaluate the effectiveness of the CSR initiatives and identify areas for improvement, and prepared the independent CSR Impact Assessment Report for communicating the results to stakeholders to ensure transparency and accountability.

Relevant Standards and Protocols used:

Consultivo ImpactMap, National Guidelines on Responsible Business Conduct (NGRBC), ISO 26000, Global Reporting Initiative (GRI) Standards, SDG Guidelines, Theory of Change (ToC), Good Industry Practices

Industry

FMCG

Multiple Locations across Indian States

20+ Major CSR Projects

Thematic Areas

Livelihood Promotion, Skills Development

Healthcare

Women Empowerment

Environment

Water and Sanitation

Impact Assessment of CSR Projects - Agency - Education

The internationally reputed company is a leading FMCG player with global presence. They have more than 20 ongoing CSR projects across India.

We started with the defined objectives and scope of the assessment, including the social, environmental, and economic impacts to be evaluated and the stakeholders to be included.

We collected data through various methods, such as surveys, interviews, FGDs and site visits.

Finally, we analyzed the data to evaluate the effectiveness of the CSR initiatives and identify areas for improvement, and prepared the independent CSR Impact Assessment Report for communicating the results to stakeholders to ensure transparency and accountability.

Relevant Standards and Protocols used:

Consultivo ImpactMap, National Guidelines on Responsible Business Conduct (NGRBC), ISO 26000, Global Reporting Initiative (GRI) Standards, SDG Guidelines, Theory of Change (ToC), Good Industry Practices

Industry

FMCG

Multiple Locations across Indian States

20+ Major CSR Projects

Thematic Areas

Livelihood Promotion, Skills Development

Healthcare

Women Empowerment

Environment

Water and Sanitation

Impact Assessment of CSR Projects - Company Consultivo - Women Empowerment

The organisation is a a leader in packaged power technology and has been one of India’s most reliable brands for more than seven decades.

First, the objectives and scope of the assessment were defined, which included evaluating the social, environmental, and economic impacts and identifying relevant stakeholders.

Next, data was collected through various means, including surveys, interviews, focus group discussions, and site visits.

Finally, the data was analyzed to assess the effectiveness of CSR initiatives, pinpoint areas for improvement, and develop an independent CSR Impact Assessment Report, which was communicated to stakeholders for transparency and accountability purposes.

 

Relevant Standards and Protocols used:

Consultivo ImpactMap, National Guidelines on Responsible Business Conduct (NGRBC), ISO 26000, Global Reporting Initiative (GRI) Standards, SDG Guidelines, Theory of Change (ToC), Good Industry Practices

Industry

Engineering and Automobile

30+ CSR Projects spread across 10 states of India

Thematic Areas

Environment, basic education, health, women empowerment and community development

Livelihood Promotion, Skills Development

Healthcare

Women Empowerment

Environment

Water and Sanitation

Featured Insights

Curiosity Zone

Some more answers to your questions – FAQ

What is a Baseline Survey or Baseline Assessment or Baseline Study?

Definition of Baseline Survey or Need Assessment Survey

In the world of Development or Impact Investment or Corporate Social Responsibility (CSR), a Baseline Survey is a study that is done at the beginning of a project to collect information/set of data (like the socioeconomic conditions, living standards, and livelihoods of project-affected communities) on the status of a subject before any planned intervention.

For all practical purpose, Baseline Survey or Baseline Assessment or Baseline Study are different nomenclature of the same activity.

Baseline implies that the data will be used as a reference to define preexisting conditions for future monitoring of impacts and the effectiveness of measures to improve living standards and livelihoods.

It is the starting point of the Project Monitoring and Evaluation (M&E) and CSR Impact Assessment.

Why we require a Baseline Survey or Need Assessment Survey

Baseline survey or baseline assessment means trying to assess the existing state of affairs of the project, people, environment, business and demographic information of the selected village, town or district covering the affected project area.

The benefits of a baseline survey is multi-fold.

  1. Provides a comprehensive understanding of pre-project socio-economic conditions
  2. It is used as a benchmark against which the results of your subsequent or end line surveys can be compared to estimate the impact of your interventions.
  3. Baseline studies also help us determine the priority areas of projects in the very beginning. So, many times, it also includes need assessment survey. Capturing the right data from the field before your intervention begins can determine the alignment between aspects of your target population and your objectives.
  4. Baseline assessments are required by funding organizations or partners in order to ensure the optimal use of their resources.

As a Baseline Survey Consultant, Consultivo delivers end to end services in CSR field.

Independent Baseline Survey by Consultivo

As an Independent Third Party Consulting Firm or Baseline Survey Consultant, Consultivo can help you to design, develop and execute Baseline Surveys for your development, impact investment or CSR projects.

Our surveys are based on scientific methods in line with national & international standards, using latest technologies and competent resources. Each survey outcome is reported with transparency, independence and communication techniques (like data visualisation, analytics etc.).

As an Leading and Independent CSR Consultant in India, Consultivo offers CSR Strategy Consulting, Baseline and Need Assessment, Stakeholder Mapping and EngagementCSR Project M&ECSR Impact AssessmentSROI Evaluation and CSR Reporting.

The principles are uniform across the world for any baseline assessment of a development project. In practice, there are many practical challenges which are mostly project specific. Following are few which remain common for most of the projects:

  1. Design of the survey keeping the right alignment with the objectives of the development project, ground realities and stakeholder interests
  2. Sampling plan plays a very vital role in the entire socio-economic survey process. The sample of respondents to be covered must be representative of all types of stakeholders under the proposed CSR intervention residing or affected in the catchment area of the project.
  3. Plan for follow-ups is a real challenge but can be a key success factor if executed properly.
  4. Identification and determination of material issues through data analytics and interpretation
  5. Hard ground realities like topography, difficult to deal with respondent groups, political pressures, insurgency etc.
  6. Transparency, independence, disclosures, ethical issues
  7. Communications through a professional quality report which should contain right uptake for different interested parties (as planned)
  •  

The Need Assessment Survey or a Baseline Survey

The Need Assessment Survey is also done as an additional feature in the baseline assessment to know where they stand at the moment and what are their requirements or needs to improve it further.

Usually, such a baseline assessment should be done before starting any project, initiative, concept in the catchment area.

There are several ways in which this baseline survey can be carried out.

Primary Research: However, this is just not adequate.  We need to collect factual and need-based assessment by way of personal interviews of the beneficiaries or families through a structured questionnaire.

Secondary Research: They include information gathering from Govt. records on population, employment, agriculture, business, industry, etc. and various relevant websites of the Chamber of Commerce, Industry Association, published information through articles, etc. which are available in the public domain.

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