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Neftaly Human Capital Impact Management Policy, Procedures, Processes, Templates, Documents and Forms NeftalyP240

Document Code: NeftalyP240
Approved By: Neftaly Malatjie, Chief Executive Officer
Last Reviewed: 21 November 2025
Next Review Date: 21 May 2026
Policy Owner: Neftaly Chief Human Capital Officer (NeftalyCHCR)

NeftalyP240-1: CEO Statement on the Launch of the Neftaly Human Capital Impact Management Policy

To the Neftaly Chairperson, Neftaly Board, Neftaly Royal Chiefs, and the entire Neftaly Human Capital Community,

It is my honour to launch the Neftaly Human Capital Impact Management Policy (NeftalyP240).
Impact Management is central to how Neftaly measures the difference we make in the lives of communities, employees, partners, and all beneficiaries of our work.

This policy ensures that Neftaly can plan, monitor, measure, report, and communicate the outcomes and value created by our Human Capital programmes, services, and investments. It strengthens accountability, transparency, evidence-based decision-making, and organisational learning.

My message shall end here.

Signed:
Neftaly Malatjie
Chief Executive Officer
Neftaly

NeftalyP240-2: Scope

NeftalyP240-2-1 This policy applies to:

  • NeftalyP240-2-1-1 All Neftaly Human Capital units and staff.
  • NeftalyP240-2-1-2 All departments conducting impact measurement, reporting, assessments, or stakeholder engagement.
  • NeftalyP240-2-1-3 All Neftaly programmes, trainings, employment pathways, wellness services, development interventions, and HR-related initiatives.
  • NeftalyP240-2-1-4 Internal and external impact reporting, including donor, government, board, and community reporting.
  • NeftalyP240-2-1-5 All digital systems, tools, and dashboards used for data collection and analysis.

NeftalyP240-3: Definitions

TermDefinition
Human Capital ImpactThe measurable positive change created by Neftaly’s programmes, services, and workforce interventions.
Impact MeasurementThe process of collecting, analysing, and reporting data on outputs, outcomes, and long-term results.
IndicatorsMetrics used to track performance, outcomes, and value created.
Impact AssessmentA structured evaluation of the effectiveness and results of Neftaly interventions.
OutcomeMedium-term change resulting from Human Capital activities.
OutputDirect deliverables produced through Neftaly activities.
Impact ReportOfficial documentation of Neftaly’s value creation, achievements, and measurable results.

NeftalyP240-4: Objectives

NeftalyP240-4-1 The objectives of this policy include:

  • NeftalyP240-4-1-1 To standardise Human Capital impact measurement and management practices.
  • NeftalyP240-4-1-2 To ensure accurate, reliable, and ethical data collection.
  • NeftalyP240-4-1-3 To track performance of Human Capital programmes using indicators and KPIs.
  • NeftalyP240-4-1-4 To strengthen evidence-based decisions and continuous improvement.
  • NeftalyP240-4-1-5 To ensure compliance with Neftaly, donor, and regulatory reporting requirements.
  • NeftalyP240-4-1-6 To enhance transparency and accountability across Neftaly.
  • NeftalyP240-4-1-7 To communicate Neftaly’s impact to stakeholders in a clear and credible manner.

    NeftalyP240-5: Roles and Responsibilities

    NeftalyP240-5-1 Neftaly Chief Executive Officer (NeftalyCER)

    • NeftalyP240-5-1-1 Approves major Human Capital impact reports and assessments.

    NeftalyP240-5-2 Neftaly Chief Human Capital Officer (NeftalyCHCR)

    • NeftalyP240-5-2-1 Oversees implementation, alignment, and adherence to the Impact Management Policy.
    • NeftalyP240-5-2-2 Ensures the development of indicators, data systems, and reporting frameworks.

    NeftalyP240-5-3 Neftaly Human Capital Impact and M&E Team

    • NeftalyP240-5-3-1 Designs impact tools, dashboards, and frameworks.
    • NeftalyP240-5-3-2 Leads data collection, verification, analysis, and reporting.
    • NeftalyP240-5-3-3 Supports departments in meeting their reporting obligations.

    NeftalyP240-5-4 Neftaly Officers / Supervisors

    • NeftalyP240-5-4-1 Collect programme data and ensure accurate submission.
    • NeftalyP240-5-4-2 Implement impact requirements in their units.
    • NeftalyP240-5-4-3 Support assessments, surveys, and evaluations.

    NeftalyP240-5-5 Neftaly Human Capital Representatives

    • NeftalyP240-5-5-1 Follow reporting deadlines, templates, and data protocols.
    • NeftalyP240-5-5-2 Participate in continuous learning and performance reviews.

    NeftalyP240-6: Procedures

    NeftalyP240-6-1 Impact Planning

    • NeftalyP240-6-1-1 Use the Neftaly Impact Planning Template (NeftalyT240-01).
    • NeftalyP240-6-1-2 Identify objectives, indicators, target groups, timelines, and expected outcomes.
    • NeftalyP240-6-1-3 Align interventions with Neftaly Strategic Human Capital Plan.

    NeftalyP240-6-2 Data Collection Process

    • NeftalyP240-6-2-1 Use approved data tools, surveys, registers, and digital systems.
    • NeftalyP240-6-2-2 Collect disaggregated data where relevant.
    • NeftalyP240-6-2-3 Ensure confidentiality and compliance with Neftaly Data Protection Rules.
    • NeftalyP240-6-2-4 Tools include:
      • Attendance registers
      • Training evaluation forms
      • Beneficiary tracking sheets
      • Performance dashboards
      • Case management records

    NeftalyP240-6-3 Data Verification and Quality Assurance

    • NeftalyP240-6-3-1 Use the Neftaly Data Quality Checklist (NeftalyT240-03).
    • NeftalyP240-6-3-2 Validate accuracy, completeness, reliability, and timeliness.
    • NeftalyP240-6-3-3 Conduct quarterly data quality audits.

    NeftalyP240-6-4 Impact Analysis

    • NeftalyP240-6-4-1 Use Neftaly impact frameworks aligned to output, outcome, and long-term impact levels.
    • NeftalyP240-6-4-2 Employ quantitative and qualitative analysis tools.

    NeftalyP240-6-5 Reporting

    Reports include:

    • NeftalyP240-6-5-1 Monthly Impact Report (NeftalyR240-01)
    • NeftalyP240-6-5-2 Quarterly Human Capital Impact Report
    • NeftalyP240-6-5-3 Annual Human Capital Impact Summary
    • NeftalyP240-6-5-4 Strategic Impact Review for the Board
    • NeftalyP240-6-5-5 Donor-required reports (where applicable)

    NeftalyP240-6-6 Communication of Impact

    Impact results must be communicated through:

    • NeftalyP240-6-6-1 Neftaly Portal
    • NeftalyP240-6-6-2 Impact dashboards
    • NeftalyP240-6-6-3 Internal newsletters
    • NeftalyP240-6-6-4 Stakeholder briefings
    • NeftalyP240-6-6-5 Annual Human Capital Impact Publication

    NeftalyP240-6-7 Continuous Improvement

    • NeftalyP240-6-7-1 Annual performance reflection sessions.
    • NeftalyP240-6-7-2 Learning workshops.
    • NeftalyP240-6-7-3 Integration of findings into planning and budgeting.

    NeftalyP240-7: Templates, Documents and Forms

    NeftalyP240-7-1 Core Templates

    • NeftalyP240-7-1-1 NeftalyT240-01: Impact Planning Template
    • NeftalyP240-7-1-2 NeftalyT240-02: Monthly Data Collection Tool
    • NeftalyP240-7-1-3 NeftalyT240-03: Data Quality Checklist
    • NeftalyP240-7-1-4 NeftalyT240-04: Beneficiary Registration Form
    • NeftalyP240-7-1-5 NeftalyT240-05: Output & Outcome Indicator Framework
    • NeftalyP240-7-1-6 NeftalyT240-06: Impact Assessment Form
    • NeftalyP240-7-1-7 NeftalyT240-07: Human Capital Impact Dashboard Guide
    • NeftalyP240-7-1-8 NeftalyT240-08: Survey and Interview Templates
    • NeftalyP240-7-1-9 NeftalyT240-09: Risk Assessment for Impact Activities
    • NeftalyP240-7-1-10 NeftalyT240-10: Annual Impact Report Template

      NeftalyP240-7-2 Extended List (2000+ Templates)

      Includes:

      • NeftalyP240-7-2-1 Focus group guides
      • NeftalyP240-7-2-2 Case study templates
      • NeftalyP240-7-2-3 Evidence documentation formats
      • NeftalyP240-7-2-4 Impact verification forms
      • NeftalyP240-7-2-5 Theory of Change models
      • NeftalyP240-7-2-6 Indicator library
      • NeftalyP240-7-2-7 Data audit tools
      • NeftalyP240-7-2-8 Impact mapping frameworks
      • NeftalyP240-7-2-9 Beneficiary tracer study forms
      • NeftalyP240-7-2-10 Performance learning workshop guides

      (Full list will be generated upon request.)

      NeftalyP240-8: Compliance

      NeftalyP240-8-1 All Neftaly Human Capital departments must comply with:

      • NeftalyP240-8-1-1 Neftaly Impact Management Framework
      • NeftalyP240-8-1-2 Neftaly Data Protection and Privacy Policy
      • NeftalyP240-8-1-3 Neftaly M&E Governance Manual
      • NeftalyP240-8-1-4 Donor reporting standards
      • NeftalyP240-8-1-5 Legal compliance relating to data, labour, and public reporting

      NeftalyP240-8-2 Non-compliance may result in corrective or disciplinary action.

      NeftalyP240-9: Frequently Asked Questions (Preview)

      1. What is Impact Management at Neftaly?
      2. Who approves Human Capital impact reports?
      3. How often must impact data be submitted?
      4. What tools are used for data collection?
      5. What indicators must departments track?
      6. What is the difference between outputs and outcomes?
      7. How are data audits conducted?
      8. Can departments create their own indicators?
      9. How long must data be stored?
      10. How is confidentiality maintained?