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QUARTERLY IMPACT REPORT
2012 Q4




Samasource Impact Team
February 2013
REPORT OVERVIEW
BREADTH OF IMPACT
    WORKER COUNT, DIRECT IMPACT, EARNINGS, GEOGRAPHIES, COUNTRIES, DELIVERY CENTERS


DEPTH OF IMPACT
    KEY CRITERIA, NEW WORKER PROFILE, IMPACT ON WORKER, RECENT WORKER STORY


APPENDIX
    M&E SYSTEM OVERVIEW, DC PARTNERSHIP, TERMINOLOGY
BREADTH OF IMPACT
WORKER COUNT

DIRECTLY IMPACTED: TOTAL BENEFICIARIES

WORKER EARNINGS

KEY GEOGRAPHIES

WORKERS BY COUNTRY
CUMULATIVE WORKER COUNT: CONTINUED GROWTH

4000



                                                            3,454

                                                3,033


                                 2,536

       2,133




   2012 Q1                   2012 Q2        2012 Q3     2012 Q4



+ 421 Cumulative Workers (+13.9%) vs. Q3
+ 1,543 (+80.7%) vs. last year
Target for 2013: 5,000 Cumulative Workers
DIRECTLY IMPACTED: TOTAL BENEFICIARIES
                                                    14,161
                                                                             Dependents
                                       12,435                                Workers

                          10,398

              8,745




                                                    10,707
                                        9,402
                           7,862
              6,612


              2,133        2,536        3,033        3,454

             2012 Q1      2012 Q2      2012 Q3      2012 Q4

Samasource has directly impacted 14,161 individuals
Approximately 90% of Samasource workers have one or more income dependents
The average worker has 2.3 household dependents and 1.3 non-household dependents
WORKER EARNINGS
                                                             $481K
                                                                             Delivery Center Earnings
                                         $413K                               Worker Earnings



                    $288K


$198K
                                                                     $240K
                                                 $207K

                            $144K

        $89K



   2012 Q1             2012 Q2              2012 Q3              2012 Q4


    The immediate monetary impact to our workers includes wages, benefits, and meals/transport*
    We now track total worker earnings, in addition to total DC earnings
KEY GEOGRAPHIES: NEW SITE IN GULU, UGANDA




Major operations: Nairobi, Kampala, Gulu, Kolkata, Jharkhand, Port-Au-Prince
Growth expected in India and Uganda
SamaUSA will launch next quarter in Bayview, CA
WORKERS BY COUNTRY: GROWING IN UGANDA
         KENYA: 2,395


                                               INDIA: 571
   624                                                              UGANDA: 303
                                                                                     OTHERS: 218
                                                                           55
                                                            274                       72
                                         297
                                                                                            146
                                                                     248

                        1,771

                                                                                  ACTIVE WORKERS
                                                                                  PREVIOUS WORKERS




Current Workers breakout: 50.3% in Kenya, 23.9% in India, 20.0% in Uganda, 5.8% in all others
Growth over Q3: +8.8% in Kenya, +9.0% in India, +161.2% in Uganda, +13.5% in all others
In Q4, Uganda ramp was driven by TB Uganda and SINFA (Internet Now!)
GULU, UGANDA: SINFA CURRENT SUPERCENTER
AWACH, UGANDA: SINFA FUTURE SITE
AWACH, UGANDA: SINFA FUTURE SITE
DEPTH OF IMPACT
NEW WORKER PROFILE

FIVE MONTH IMPACT

COMMUNITY IMPACT FINDINGS

POST-SAMASOURCE OUTCOMES

WORKER STORIES
NEW WORKER PROFILE: WE GIVE WORK TO THE POOR

   WORKER                                                       WORKER HOUSEHOLD (HH)

   Age: 25.5                                                    Total HH Income: $33.0/day (PPP)

   Female: 54%                                                  Size of HH: 5.5 in Kenya, 8.1 in Uganda

   Unemployed or Underemployed: 92%                             HHs With No Savings: 54%

   Fully Unemployed: 45%                                        HHs with Outstanding Loans: 36%

   Previous Income (Kenya): 392KSh/day*




   *This is over 25% below the Kenyan ‘living wage’




Over 90% of incoming workers were unemployed or under-employed before Samasource
Previously under-employed workers work less than 20 hours/wk in casual work or part-time office work
Based on HH income, our average worker and dependent(s) were living on less than $4/day (PPP)

All entering worker data in 2012 Q4
Approximate total sample size of 300 between Kenya and Uganda
5 MONTH IMPACT: WORKERS DOUBLE THEIR INCOME
                                                        BASELINE   FOLLOW-UP              IMPROVEMENT

   INCOME

   Average Income/day                                    392KSh      840KSh                  +114.3%

   Income Stability (20+ hrs/week)                        51.2%       82.5%                   +61.2%

   HEALTH AND OUTLOOK

   Overall Physical Health                                76.1%       86.1%                   +13.1%

   Self-Confidence (rated “Excellent”)                     32.5%       40.2%                   +24.0%


“I have [gained] important skills on how to relate and interact with different people. I have learnt to work with
minimal or no supervision. I have supported my family in educating my young brothers who are still in secondary
school.” Peter M., 25 years old, works at HCC


“Working at Adept has been of great benefit to me. I am a student and coming from a poor background, life in
campus has proven to be hard. With the job, I am now able to cater for my expenses and buy some assets such as
a PC. This will go a long way in contributing to my studies... the experience gained such as hard work and working
under strict deadlines will also be important to my future prospects.” James G., 23 years old



All entering and follow-up worker data in 2012 Q4
Approximate total sample size of 300 between Kenya and Uganda
SAMASOURCE IMPACTS LOCAL COMMUNITIES
A Samasource job empowers our beneficiaries to engage with their communities

•   Our workers are more likely to participate in their communities’ political processes (i.e. voting)

•   Our workers see themselves are valuable members of their communities because of the confidence,
    dignity, and self-respect they have gained - this effect is even more pronounced for women


Samasource infuses new capital into poor economies which benefits local businesses

•   In Nairobi, we have found that small local businesses such as food stalls and transportation
    companies have emerged and flourished. This is directly due to the presence of Samasource.




See “Mircrowork for Macro-gains” research paper, Sharanappa & Janah (2010)
POST-SAMASOURCE: WORKERS GET GOOD JOBS
Samasource equals effective bridge employment to the formal economy; our workers tell us that the
work experience, soft skills, and technical skills they gain from Samasource enables them to not only
obtain their next jobs but succeed in them.

•   75% of our workers graduate from Samasource into better outcomes: our workers generally go
    into similar computer-based work, further education, or entrepreneurial activities

•   20% of our workers get promoted within 6-12 months at our work centers: these workers take
    on higher-level and higher-pay positions such as Team Leads and QA supervisors, gaining new
    experience in management, leadership, and training

Samasource has begun collecting more extensive and systematic data on Post-Samasource
outcomes. By mid-2013, we will have more robust data on where workers go and what they do after
Samasource. Expected data includes company type, skills required, pay level, role type, etc.




Follow-up worker survey data from Kenya, Uganda, and India, 2012 Q4
Approximate total sample size of 300
POST-SAMASOURCE: WORKER STORY

ELIZABETH N., 26

Delivery Center and Tenure                                 200
      Daproim, December 2010 - October 2011
                                                           150

Changes in income
                                                           100

  Prior to Samasource:  full-time university student

  Started at 9k KSh/month  ($105)
	  Was promoted to QA agent in April 2011                   50
	  When left, making 17k KSh/month ($198)
                                                             0




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                                                                 Pre
Quote
     "[Samasource] opened me up to a new way of
     thinking.  I realized there was so much online... I
     decided to get into business and be an employer. 
     I have 3 guys working online now."
POST-SAMASOURCE: WORKER STORY

KEVIN K., 30
                                                                200
Delivery Center and Tenure
	    Technobrain Kenya, May 2011 - November 2011                150


Changes in income, skills                                       100
     Made 15k KSh/month at TB ($174)
     Now makes 28k KSh/month in freelance contract               50
     writing ($325)
                                                                  0
Life now




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	    Likes writing, wants to continue to write as a career




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Quote




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                                                                      Sa
     "The job at Samasource directly led me to that work... 
     I was able to learn more, it's like a school - I compare
     it to a school."  
APPENDIX
M&E SYSTEM

DC PARTNERSHIP PLAN

TERMINOLOGY
M&E SYSTEM: HOW WE MEASURE IMPACT



START                          5-6 MONTHS                        9-12 MONTHS                  1-2 YEARS+

BASELINE                           FOLLOW-UP                              EXIT               POST-SAMASOURCE

Online Survey                     Online Survey                           Exit Survey        Mobile/Facebook
Assessment Tests                  Assessment Tests
Household Survey




New data in Q4: follow-up online data (changes in income, skills, expenditures, outlook), baseline
assessment of ICT and English skills, household surveys in Kenya, and updated exit survey data

Expected data in 2013: follow-up assessment of ICT and English skills, household surveys in
Uganda, Team Leads survey, post-Samasource outcomes (Kenya, India)



Measurements in blue are administered via the SamaHub on all workers
Measurements in grey are administered on an ad-hoc basis for a random subsample of workers
M&E SYSTEM: DETAILED SUMMARY
GEO      BASELINE                 FOLLOW-UP                   EXIT                   POST-SAMA

Kenya    Online Surveys           Online Surveys              Exit Data              Phone/In-Person Surveys
         • Start Date: 10/26/12   • Start Date: 10/27/12      • Updated: 1/9/13      • Start Date: Feb 2013
         • Count: 60              • Count: 250                • Count: 320           • Expected: 50
         Skills Assessment        Skills Assessment           Exit Survey (Worker)
         • Start Date: 8/25/12    • Start Date: Feb 2013      • ETA: March 2013
         • Count: 120             • Expected: 120 (rolling)
         HH Surveys
         • Start Date: 9/25/12
         • Count: 75
Uganda   Online Surveys           Online Surveys              Exit Data              Phone/In-Person Surveys
         • Started: 11/20/12      • Start Date: 1/22/13       • Updated: 1/9/13      • ETA: TBD
         • Count: 245             • Expected: 300 (rolling)   • All exits
         Skills Assessment        Skills Assessment           Exit Survey (Worker)
         • Start Date: 11/12/12   • Start Date: Feb 2013      • ETA: March 2013
         • Count: 50              • Expected: 120 (rolling)
         HH Surveys
         • Start date: 2/23/13
         • Expected: 40-60
India    Online Surveys           Online Surveys              Exit Data              Phone/In-Person Surveys
         • Start Date: 10/26/12   • Start Date: 11/20/13      • Updated: 1/9/13      • Start Date: 2/14/13
         • Count: 6               • Count: 105                • All exits            • Expected: 50
         HH Surveys                                           Exit Survey (Worker)
         • Start Date: 3/2/13                                 • ETA: March 2013
         • Expected: 30
                                                                                            Confidential - For Internal Use Only
2013 DC PARTNERSHIP: ALIGNING GOALS AND NEEDS
OBJECTIVE
To assess, improve, and maximize impact for our workers with our delivery centers


KEY PROCESSES
Wage audits
2013 MOU implementation
SamaLab program learnings
Recruiting partner management
ICT training partner management
Integrated DC communication
DC worker hiring support and auditing
Project specific training
TERMINOLOGY: KEY DEFINITIONS
Workers: agents completing tasks on the SamaHub
Team Leads: agents reviewing submissions - often former Samasource workers
Total Workers: combined total of workers and team leads


Cumulative: cumulative total workers including pre-SamaHub estimates
Active: agents who have signed in within a certain time period

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Samasource Q4 2012 Impact Report

  • 1. QUARTERLY IMPACT REPORT 2012 Q4 Samasource Impact Team February 2013
  • 2. REPORT OVERVIEW BREADTH OF IMPACT WORKER COUNT, DIRECT IMPACT, EARNINGS, GEOGRAPHIES, COUNTRIES, DELIVERY CENTERS DEPTH OF IMPACT KEY CRITERIA, NEW WORKER PROFILE, IMPACT ON WORKER, RECENT WORKER STORY APPENDIX M&E SYSTEM OVERVIEW, DC PARTNERSHIP, TERMINOLOGY
  • 3. BREADTH OF IMPACT WORKER COUNT DIRECTLY IMPACTED: TOTAL BENEFICIARIES WORKER EARNINGS KEY GEOGRAPHIES WORKERS BY COUNTRY
  • 4. CUMULATIVE WORKER COUNT: CONTINUED GROWTH 4000 3,454 3,033 2,536 2,133 2012 Q1 2012 Q2 2012 Q3 2012 Q4 + 421 Cumulative Workers (+13.9%) vs. Q3 + 1,543 (+80.7%) vs. last year Target for 2013: 5,000 Cumulative Workers
  • 5. DIRECTLY IMPACTED: TOTAL BENEFICIARIES 14,161 Dependents 12,435 Workers 10,398 8,745 10,707 9,402 7,862 6,612 2,133 2,536 3,033 3,454 2012 Q1 2012 Q2 2012 Q3 2012 Q4 Samasource has directly impacted 14,161 individuals Approximately 90% of Samasource workers have one or more income dependents The average worker has 2.3 household dependents and 1.3 non-household dependents
  • 6. WORKER EARNINGS $481K Delivery Center Earnings $413K Worker Earnings $288K $198K $240K $207K $144K $89K 2012 Q1 2012 Q2 2012 Q3 2012 Q4 The immediate monetary impact to our workers includes wages, benefits, and meals/transport* We now track total worker earnings, in addition to total DC earnings
  • 7. KEY GEOGRAPHIES: NEW SITE IN GULU, UGANDA Major operations: Nairobi, Kampala, Gulu, Kolkata, Jharkhand, Port-Au-Prince Growth expected in India and Uganda SamaUSA will launch next quarter in Bayview, CA
  • 8. WORKERS BY COUNTRY: GROWING IN UGANDA KENYA: 2,395 INDIA: 571 624 UGANDA: 303 OTHERS: 218 55 274 72 297 146 248 1,771 ACTIVE WORKERS PREVIOUS WORKERS Current Workers breakout: 50.3% in Kenya, 23.9% in India, 20.0% in Uganda, 5.8% in all others Growth over Q3: +8.8% in Kenya, +9.0% in India, +161.2% in Uganda, +13.5% in all others In Q4, Uganda ramp was driven by TB Uganda and SINFA (Internet Now!)
  • 9. GULU, UGANDA: SINFA CURRENT SUPERCENTER
  • 10. AWACH, UGANDA: SINFA FUTURE SITE
  • 11. AWACH, UGANDA: SINFA FUTURE SITE
  • 12. DEPTH OF IMPACT NEW WORKER PROFILE FIVE MONTH IMPACT COMMUNITY IMPACT FINDINGS POST-SAMASOURCE OUTCOMES WORKER STORIES
  • 13. NEW WORKER PROFILE: WE GIVE WORK TO THE POOR WORKER WORKER HOUSEHOLD (HH) Age: 25.5 Total HH Income: $33.0/day (PPP) Female: 54% Size of HH: 5.5 in Kenya, 8.1 in Uganda Unemployed or Underemployed: 92% HHs With No Savings: 54% Fully Unemployed: 45% HHs with Outstanding Loans: 36% Previous Income (Kenya): 392KSh/day* *This is over 25% below the Kenyan ‘living wage’ Over 90% of incoming workers were unemployed or under-employed before Samasource Previously under-employed workers work less than 20 hours/wk in casual work or part-time office work Based on HH income, our average worker and dependent(s) were living on less than $4/day (PPP) All entering worker data in 2012 Q4 Approximate total sample size of 300 between Kenya and Uganda
  • 14. 5 MONTH IMPACT: WORKERS DOUBLE THEIR INCOME BASELINE FOLLOW-UP IMPROVEMENT INCOME Average Income/day 392KSh 840KSh +114.3% Income Stability (20+ hrs/week) 51.2% 82.5% +61.2% HEALTH AND OUTLOOK Overall Physical Health 76.1% 86.1% +13.1% Self-Confidence (rated “Excellent”) 32.5% 40.2% +24.0% “I have [gained] important skills on how to relate and interact with different people. I have learnt to work with minimal or no supervision. I have supported my family in educating my young brothers who are still in secondary school.” Peter M., 25 years old, works at HCC “Working at Adept has been of great benefit to me. I am a student and coming from a poor background, life in campus has proven to be hard. With the job, I am now able to cater for my expenses and buy some assets such as a PC. This will go a long way in contributing to my studies... the experience gained such as hard work and working under strict deadlines will also be important to my future prospects.” James G., 23 years old All entering and follow-up worker data in 2012 Q4 Approximate total sample size of 300 between Kenya and Uganda
  • 15. SAMASOURCE IMPACTS LOCAL COMMUNITIES A Samasource job empowers our beneficiaries to engage with their communities • Our workers are more likely to participate in their communities’ political processes (i.e. voting) • Our workers see themselves are valuable members of their communities because of the confidence, dignity, and self-respect they have gained - this effect is even more pronounced for women Samasource infuses new capital into poor economies which benefits local businesses • In Nairobi, we have found that small local businesses such as food stalls and transportation companies have emerged and flourished. This is directly due to the presence of Samasource. See “Mircrowork for Macro-gains” research paper, Sharanappa & Janah (2010)
  • 16. POST-SAMASOURCE: WORKERS GET GOOD JOBS Samasource equals effective bridge employment to the formal economy; our workers tell us that the work experience, soft skills, and technical skills they gain from Samasource enables them to not only obtain their next jobs but succeed in them. • 75% of our workers graduate from Samasource into better outcomes: our workers generally go into similar computer-based work, further education, or entrepreneurial activities • 20% of our workers get promoted within 6-12 months at our work centers: these workers take on higher-level and higher-pay positions such as Team Leads and QA supervisors, gaining new experience in management, leadership, and training Samasource has begun collecting more extensive and systematic data on Post-Samasource outcomes. By mid-2013, we will have more robust data on where workers go and what they do after Samasource. Expected data includes company type, skills required, pay level, role type, etc. Follow-up worker survey data from Kenya, Uganda, and India, 2012 Q4 Approximate total sample size of 300
  • 17. POST-SAMASOURCE: WORKER STORY ELIZABETH N., 26 Delivery Center and Tenure 200 Daproim, December 2010 - October 2011 150 Changes in income 100 Prior to Samasource:  full-time university student Started at 9k KSh/month  ($105) Was promoted to QA agent in April 2011 50 When left, making 17k KSh/month ($198) 0 rce nt nt Life now ge ge ou eA AA Working as freelance production manager as urc am eQ Doing freelance writing on oDesk so oS urc ma st so Sa u ma vio Sa Pre Quote "[Samasource] opened me up to a new way of thinking.  I realized there was so much online... I decided to get into business and be an employer.  I have 3 guys working online now."
  • 18. POST-SAMASOURCE: WORKER STORY KEVIN K., 30 200 Delivery Center and Tenure Technobrain Kenya, May 2011 - November 2011 150 Changes in income, skills 100 Made 15k KSh/month at TB ($174) Now makes 28k KSh/month in freelance contract 50 writing ($325) 0 Life now nt e urc ge Likes writing, wants to continue to write as a career so eA ma urc Sa so st- ma Quote Po Sa "The job at Samasource directly led me to that work...  I was able to learn more, it's like a school - I compare it to a school."  
  • 19.
  • 21. M&E SYSTEM: HOW WE MEASURE IMPACT START 5-6 MONTHS 9-12 MONTHS 1-2 YEARS+ BASELINE FOLLOW-UP EXIT POST-SAMASOURCE Online Survey Online Survey Exit Survey Mobile/Facebook Assessment Tests Assessment Tests Household Survey New data in Q4: follow-up online data (changes in income, skills, expenditures, outlook), baseline assessment of ICT and English skills, household surveys in Kenya, and updated exit survey data Expected data in 2013: follow-up assessment of ICT and English skills, household surveys in Uganda, Team Leads survey, post-Samasource outcomes (Kenya, India) Measurements in blue are administered via the SamaHub on all workers Measurements in grey are administered on an ad-hoc basis for a random subsample of workers
  • 22. M&E SYSTEM: DETAILED SUMMARY GEO BASELINE FOLLOW-UP EXIT POST-SAMA Kenya Online Surveys Online Surveys Exit Data Phone/In-Person Surveys • Start Date: 10/26/12 • Start Date: 10/27/12 • Updated: 1/9/13 • Start Date: Feb 2013 • Count: 60 • Count: 250 • Count: 320 • Expected: 50 Skills Assessment Skills Assessment Exit Survey (Worker) • Start Date: 8/25/12 • Start Date: Feb 2013 • ETA: March 2013 • Count: 120 • Expected: 120 (rolling) HH Surveys • Start Date: 9/25/12 • Count: 75 Uganda Online Surveys Online Surveys Exit Data Phone/In-Person Surveys • Started: 11/20/12 • Start Date: 1/22/13 • Updated: 1/9/13 • ETA: TBD • Count: 245 • Expected: 300 (rolling) • All exits Skills Assessment Skills Assessment Exit Survey (Worker) • Start Date: 11/12/12 • Start Date: Feb 2013 • ETA: March 2013 • Count: 50 • Expected: 120 (rolling) HH Surveys • Start date: 2/23/13 • Expected: 40-60 India Online Surveys Online Surveys Exit Data Phone/In-Person Surveys • Start Date: 10/26/12 • Start Date: 11/20/13 • Updated: 1/9/13 • Start Date: 2/14/13 • Count: 6 • Count: 105 • All exits • Expected: 50 HH Surveys Exit Survey (Worker) • Start Date: 3/2/13 • ETA: March 2013 • Expected: 30 Confidential - For Internal Use Only
  • 23. 2013 DC PARTNERSHIP: ALIGNING GOALS AND NEEDS OBJECTIVE To assess, improve, and maximize impact for our workers with our delivery centers KEY PROCESSES Wage audits 2013 MOU implementation SamaLab program learnings Recruiting partner management ICT training partner management Integrated DC communication DC worker hiring support and auditing Project specific training
  • 24. TERMINOLOGY: KEY DEFINITIONS Workers: agents completing tasks on the SamaHub Team Leads: agents reviewing submissions - often former Samasource workers Total Workers: combined total of workers and team leads Cumulative: cumulative total workers including pre-SamaHub estimates Active: agents who have signed in within a certain time period