Beyond Money Business Value Compass™
Move beyond profit as the only measure of business success.
Beyond Money Business Value Compass™
Beyond Money Education and Training CIC aims to help businesses move beyond a single measure of success (profit) and instead evaluate performance across two independent dimensions:
Profitability
The organisation’s ability to create sustainable financial value, maintain healthy cash flow and build resilience for the future.
Prosociality
The organisation’s positive contribution to employees, customers, communities and the environment.
This creates a Prosocial Profitability Matrix (PPM) See Below.
The Prosocial Profitability Matrix
Purpose Rich
High Prosociality
Regenerative Enterprise
High Prosociality
At Risk Organisation
Low Prosociality
Extractive Performer
Low Prosociality
Quadrant 1 – Regenerative Enterprise
High Profitability / High Prosociality
Characteristics
- Strong financial performance
- Good jobs
- Positive community impact
- Ethical governance
- Environmental responsibility
- Long-term resilience
Create wealth that benefits society.
Quadrant 2 – Purpose Rich
Low Profitability / High Prosociality
Characteristics
- Strong social mission
- High stakeholder trust
- Limited financial sustainability
- Often charities, CICs or early-stage social enterprises
Needs
- A stronger business model
- More confident pricing
- Improved productivity
- Greater commercial capability
Become financially sustainable without compromising the organisation’s mission.
Quadrant 3 – Extractive Performer
High Profitability / Low Prosociality
Characteristics
- Excellent profits
- Poor employment practices
- Environmental costs
- Community harm
- Short-term focus
Needs
- ESG improvement
- Better governance
- Greater employee wellbeing
- Community investment
Convert financial success into shared value.
Quadrant 4 – At Risk Organisation
Low Profitability / Low Prosociality
Characteristics
- Weak finances
- Poor stakeholder relationships
- Low innovation
- Limited social value
Needs
- Business transformation
- Leadership development
- Strategy review
Improve financial viability and social contribution simultaneously.
Measuring Each Axis
Rather than subjective opinions, each axis is scored from 0–100
| Profitability Index (PI) | |
|---|---|
| Net Profit Margin | 25% |
| Cash Flow Health | 20% |
| Revenue Growth | 20% |
| Productivity | 20% |
| Financial Resilience | 15% |
| PI = weighted average (0-100) | |
| Prosociality Index (PSI) | |
|---|---|
| Employee Wellbeing | 20% |
| Fair Pay & Inclusion | 15% |
| Customer Benefit | 15% |
| Community Contribution | 15% |
| Environmental Responsibility | 15% |
| Ethical Governance | 10% |
| Learning & Skills Development | 10% |
| Again scored 0-100 | |
Overall Position
Every organisation receives coordinates (x,y):
x = Profitability Index
y = Prosociality Index
| Organisation | PI (x) | PSI (y) |
|---|---|---|
| Local Bakery | 72 | 81 |
| Tech Startup | 88 | 42 |
| Housing CIC | 46 | 90 |
| Retail Chain | 35 | 31 |
(Example)
Beyond Money Score
To create a single headline measure while preserving the two-dimensional view, calculate a Beyond Money Score (BMS):
You may choose to weight prosociality more heavily if it aligns with your mission:
This rewards organisations that generate sustainable profit while creating positive social impact.
Development Trajectory
Rather than simply ranking organisations, the model encourages movement over time:
Commercial success transformed into shared value
Extractive
Performer
Regenerative
Enterprise
Building purpose before strengthening sustainability
At Risk
Organisation
Purpose
Rich
Regenerative
Enterprise
