Sustainable Impact Annual Report

Multi-Framework Impact Analysis

The same Members and 7 service projects can be seen through three completely different lenses. Once the data is well organized, AI can help us analyze from multiple angles.

People · Role Positioning Value · Vocational Contribution Potential · Room for Improvement v1.0 · 2026.05

Three completely different directions of analysis. With the same group of people and the same set of data, different lenses reveal different insights. We selected three clearly complementary frameworks:

People
The Five-Stage Companionship Card
What roles each Member plays within the system
Value
Profession as Service
How each Member's professional expertise becomes public value
Potential
Impact Guide Assessment
What we demand of ourselves and where we can do better next time
Overview

The Impact Event Chain: Input → Activity → Output → Outcome → Impact

First, a single diagram to quickly view the Club's overall impact chain. The three frameworks below expand on it from different angles.

I
Input
  • The professional expertise of Members
  • 2 regular meetings per month
  • Support from 4 types of grants
A
Activity
  • 7 service projects
  • Consensus meetings and co-writing of the report
  • Cross-sector partner collaboration
O
Output
  • Direct beneficiaries (counted by project)
  • Media exposure (including estimates)
  • Coverage of 12 SDGs
O
Outcome
  • Improved learning outcomes for students
  • Women stepping into public speaking
  • Wider environmental awareness
I
Impact
  • Formation of a cross-domain collaboration platform
  • Spread of the "Profession as Service" culture
  • A new case study for Rotary service
Framework 1 · People

The Five-Stage Companionship Card: The Role Positioning of Members Full Companionship Card framework ↗

This draws on the methodology that Vicky Lee has practiced for many years within the Lxuetang companionship system. The Companionship Card breaks the talent life cycle of a co-creating organization into five stages: first see whether values are aligned (Welcoming In), then learn and consolidate together (Co-Learning), then put it into practice (Doing), then entrust mature members with institutional roles (Granting Roles), and finally let the impact spread outward (Spreading). Applying this method to the Club's Members reveals each person's current stage position, who spans multiple stages, and who plays the key roles that keep the system running.

The lens is "people": rather than looking at what was done, first look at who plays what role within this system.

Welcoming In
Value Alignment
First confirm that values are aligned with one another, which is the basis for any subsequent collaboration
CP Lin Vincent Chen
Co-Learning
Collective Consolidation
Read together, discuss together, and internalize concepts into a shared language
All 9 Members
Doing
Driving Practice
Not just talking, but actually launching projects and delivering service
CP Lin Vicky Lee Lisa Lin James Gao Vincent Chen
Granting Roles
Institutional Guardianship
Entrust mature members with formal roles, so the system does not depend on individual charisma
Derek Huang Helen Lai Nick Lin Jennifer Tsai
Spreading
Outward Influence
Let the values and practices formed within the Club be adopted and carried forward by external communities
Rich Huang Vincent Chen

Structural Insight: A Healthy Dual Track of Action and Institutional Support

  • 5 Members are in the "Doing" stage, 4 Members are in the "Granting Roles" stage: there is not only momentum but also support. Many new public-interest organizations have only "Doing" and no "Granting Roles." Once core members step away, the institutions disappear with them. The Club already has an institutional guardianship layer at its very start, which is a rare and healthy structure.
  • CP spans "Welcoming In + Doing": the founder also personally drives a service project (Zhongyi Elementary School), not merely serving as convener.
  • Vincent spans the three stages of "Welcoming In + Doing + Spreading": a connecting role across the whole, from value alignment (chairing consensus meetings) and hands-on work (the community sustainability project) to external communication (lead author of the sustainability report).
  • Derek / Helen / Nick / Jennifer are the institutional guardianship layer: they do not lead service projects, but they hold up the Club's institutions and culture, giving those who do the work a reliable backstop.
Framework 2 · Value

Profession as Service: How Each Member's Profession Becomes Public Value

The Club's most distinctive positioning is "Service Above Self through one's profession." Beyond contributing time and money, it converts each Member's professional expertise into concrete public value. The lens is "value": what expertise, brought to what issue, becomes what contribution that society can see.

Member
Professional Expertise
Public Value
Corresponding Project
CP LinFounding / Governance
Education venture / resource connection
Educational equity for the disadvantaged + environmental education
Zhongyi Elementary School Little Farm
Vicky LeeAction / Practice
Lxuetang / local cultural curation
Gender equity + sustainable tourism
Green Tamsui Light Rail Co-Creation
Lisa LinAction / Practice
Sustainable Baixing / corporate ESG
Religion x sustainable transformation
Zero-Waste Tribute to Mazu
James GaoAction / Practice
Innovative education for people with disabilities
Independence for people with disabilities
Sustainable Life Fighters
Vincent ChenContinuation / Spreading
SROI / facilitation techniques / ESG
Community sustainability governance capacity
Community Sustainability ESG Action
Derek HuangGuardianship / Succession
(Pending member submission)
Institutional and cultural guardianship
N/A
Helen LaiGuardianship / Succession
(Pending member submission)
(Pending member submission)
N/A
Rich HuangContinuation / Spreading
(Pending member submission)
(Pending member submission)
N/A
Nick LinContinuation / Spreading
(Pending member submission)
Institutional continuity
N/A

Three Layers of Value (Modeled on the Skills-Based Volunteering Assessment Method)

  • Contribution to beneficiaries: disadvantaged students, women, people with disabilities, worshippers, community residents, and other groups receive service with professional input
  • Reinforcement for partner organizations: schools, public agencies, temples, enterprises, the satellite club, and community groups have their capability gaps filled by the Club's professional expertise
  • Living it out for Members themselves: transforming a profession from a "money-making tool" into "public value," reconnecting individual expertise with social contribution

Resource Support: 4 Tiers of Grants

The combination of resource sources for the 7 projects, with 4 complementary tiers.

Rotary Global Grant
1 project
Starting from the Teeth (Dr. Cheng Chung-hsiang · Inclusive Satellite Club)
Rotary District Grant
1 project
Zhongyi Elementary School Little Farm (CP Lin)
Club Internal Grant
3 projects
Green Tamsui (Vicky) · Life Fighters (James) · Community Sustainability ESG (Vincent)
Rotary Community Corps
2 projects
Environmental Education for Sustainability (Village Head Xia Wanlang · Wangxi Village) · Zero-Waste Tribute to Mazu (Lisa Lin)
Framework 3 · Potential

Impact Guide Assessment: The Four-Stage Cycle

Adopting the methodology of Maximise Your Impact: A Guide for Social Entrepreneurs, this breaks social impact assessment into four stages of "Plan → Do → Assess → Revise," advancing in a cycle. The lens is "potential": where the assessment process currently stands, where the next round can be more precise, and what room the Club still has to make a difference.

Stage 1
Plan
Answer 5 qualitative questions: what to solve, the solution, who will change, what change will occur, and which matters most
The Club's current position
Stage 2
Do
Answer 5 quantitative questions: scale, attribution, time, durability, and weighting
Partially started
Stage 3
Assess
Re-examine all data using the ten key questions and compile the external report
To begin in v2.0
Stage 4
Revise
Decide based on results: expand, change, or stop
Next cycle

The Club's Current Position

  • Late Stage 1: the proposals for all 7 projects are complete, which amounts to having answered most of the qualitative questions
  • Early Stage 2: the v1.0 report is an after-the-fact account, and quantitative measurement is still under construction
  • Direction for v2.0: evolve from "after-the-fact documentation" to "ex-ante design," embedding the ten key questions into the proposal process for new projects
  • Most in need of work: clearly distinguish "partner roles" from "the Club's contribution," so that jointly enabled outcomes are seen honestly

Analysis Frameworks for Future Extension

Once the data foundation is built, AI can also analyze from the following angles. These will be added progressively as the completeness of the data improves. This embodies the spirit that "once the data is well collected, multi-framework evaluation becomes possible."

Planned
SROI Stakeholder Map
The outcome event chain for each stakeholder, monetizing social value (referencing the approach of the 17 partners in the Lxuetang companionship system ↗).
Planned
Contribution Analysis
Change "we caused" into "we reasonably contributed," adding partner roles and alternative explanations so that jointly enabled outcomes are seen honestly.
Planned
Most Significant Change (MSC) Stories
Collect 1-3 of the most meaningful change stories per project, with Members and stakeholders together selecting the most representative ones, filling in the real picture that quantitative indicators cannot capture.
Planned
ESG Three-Axis Heat Map
The distribution of Members' contributions across the three dimensions of Environment (E), Social (S), and Governance (G), revealing complementary expertise and coverage gaps within the Club.
Planned
Issue Coverage Network
The coverage relationship network between the 12 SDGs and the 7 service projects, identifying which SDGs reinforce one another and which are coverage gaps.
Planned
Partnership Matrix
The partner list and interaction relationships for each project: what the Club provides, what the partner provides, the status of the relationship, and whether it can be continued.
SROI-READY POSITION

This report v1.0 is an SROI-ready foundation: first building out an impact structure that is "trackable, verifiable, and negotiable." v2.0 (the full edition, 2026.06) will add monetization calculations and more analysis frameworks.

In the words of Vincent, lead author of the Club's report.