csr impact measurement & management
TRANSCRIPT
Impact Measurement 101
Faculty TeamWayne Dunn
President & Founder, CSR Training InstituteFormer Prof. of Practice in CSR (McGill University)
Laurel SaburImpact/Responsible Investment
CSR Training Institute
Rasha Kashkoush Head of Communications, Facebook MENA
Ola Al Haj HussinCorporate Citizenship Manger, Crescent Enterprises
Ta’atheer 2017The Address Dubai
MarinaMay 18, 2017
Dubai, UAE
Executive Masterclass Bootcamp
Who/What is
• Canadian based with global delivery (focus on Americas, Gulf Region and Africa)
• Social Responsibility Partner: Free Zones of the Future
• Trained hundreds of executives, leaders and practitioners in CSR Strategy and Practice
• Focus on CSR strategy, Value Creation and Impact
• Public programs and customized corporate and organizational programs
• Consulting and strategic assignments
• National/regional partnerships in UAE, Ghana, Greece, Zambia, East Africa, India
Wayne Dunn• Founder & President of CSR Training Institute
• Master of Science in Management, Stanford Business School
• Stanford University Sloan Fellow
• Former Professor of Practice in CSR, McGill University
• Entrepreneur & Organizational Strategist
• Social Responsibility Leader: Free Zones of the Future
• Chairman, Ta’atheer 2016
• 25+ years of practical CSR experience (40+ countries, every continent, public and private sector)
• Frequent speaker on strategy and sustainability at events worldwide
• Numerous awards (1st private sector winner of World Bank Development Innovation Award, Stanford Case Study, etc.)
• Advisor to corporations, governments, NGOs and international organizations worldwide
• Consulted across industries, geographies and sectors on Strategy, CSR, Sustainability and Operations
• CSR Awards Jury duty throughout MENA & Africa
Agenda & Objectives
Agenda• Overview of Project Level Impact
Measurement Framework and examples
• Case Study/Groupwork: She Means Business (Facebook)
• Case Study/Groupwork: Entrepreneurship and Employability project (Crescent Enterprises)
• SDGs and Impact Measurement• SDG Case Study (if time)
• Emerging issues and trends (if time)
Objectives• Develop a basic
understanding of impact measurement framework and process
• Apply framework to some real projects
• Keep it simple!!!
The Rules!!!
• Stay curious and engaged
• Think, don’t memorize
• Create energy, the learning path will follow it
• Ask questions (no dumb questions, just dumb people that hold back their questions)
• All slides, videos and materials will be made available so no need to try and take extensive notes
Think about strategy, efficiency and value – this will lead you to ask smarter questions and produce better results
Caution: Language is ‘under development’
• Corporate Social Responsibility (CSR)• Sustainability• Corporate Citizenship• Corporate Responsibility• Social Responsibility• Environment, Social and Governance
(ESG)• Shared Value• Social License• Social Impact• ???? And more….
Why measure impacts
• Increased value for business & society
• More efficient
• Easier to manage
• Improved stakeholder relations
• And more…
Managing without metrics
Managing with metrics
Key questions
• Where are you going
• Why do you want to get there
• How can you track progress
• Optimize positive impact
CSR Impact Measurement•Way beyond ‘can’t manage what you can’t measure’
• Impact targets must drive from strategy
• Impact management connects and aligns social and business value
• Impact metrics should guide management and strategy
•Understand global trends, but create Project-Level local solutions.
Keep it simple
Laurel SaburImpact and Responsible Investment Professional
• 10 + years working in the Investment banking industry with experience in treasury management, quantitative finance modeling and publicly listed stock analysis
• 5 + years experience with community development projects, with a focus on funding and evaluation strategies. ( NGO’s and Canadian Government)
• Leadership Council Member, Resolve ( Washington DC, USA) - a sustainable natural resource and conflict resolution NGO
• Simon Fraser University ( Canada), Cert. Community Economic Development
• University of Western Ontario (Canada ) , M.Sc. Applied Mathematics
Faculty Team
Overview
• What is Social Impact ?
• Why measure social impact ?
• Impact Measurement Challenges
• Impact Measurement Considerations
Impact Measurement and Reporting
• What is Social Impact ?
Impact Measurement and Reporting
• What is Social Impact ?
The known and unknown effects or changes due to a program, service, policy or any other initiative on individuals, society and environment.
Why measure social impact ?
•Do we really need to measure impact ? Who Cares ?
Public Funders - Supports budget allocationsNGO’s, Foundations - Support funding allocations , demonstrate accountability , secure funding from donors, supports program designPrivate Investors - Supports the selection suitable investments that align with their values and interests Social Enterprises – Obtain Funding , demonstrate accountability ,inform program delivery strategiesCommunity - Value to them, want to feel apart of the process
Impact Measurement and Reporting
Impact Value Chain /Theory of Change
Inputs Activities Outputs Outcomes
Resources invested in the activity
Action that is taken to support an impact or objective
Measurable results of the activity
What has changed for the stakeholders ?
Impact Measurement and Reporting
Impact Value Chain /Theory of Change
Impact Measurement Challenges
• No Standardization – No one size fits all
• Difficult to compare programs across sectors
• Time Consuming
• No Baseline
• Understanding what type of data to use
• Misunderstanding of outputs vs impacts
• Varying definition of impact
Impact Measurement Considerations
In order to measure and report impact we much understand the full picture.
• Don’t skip the unintended changes ! Positive and Negative unintended changes !
• Don’t ignore the bad stuff !
• Understand and manage the displacement impacts !
• As investors or funders understand where your money is going !
Impact Measurement Considerations
Don’t skip the unintended changes !
Don’t ignore the bad stuff ! Report & Manage!
Impact Measurement Considerations
Who ?
• Who are the stakeholders that are directly linked to your project ?• Who are your customers ? Do you know them ? Do they know you ?
To measure you need data ! Remember data is about human beings. Can you gather data without knowing who you serve? A relationship with your stakeholders is KEY!
Impact Measurement ConsiderationsData gathering has to be a co-created process
Communities & stakeholders need to feel they are co-owners of the process
Impact Measurement Considerations
Who ? Understand the complexity of the community
• Are there other competing businesses , small entrepreneurs , foundations delivering products and services similar to your project ? Can partnerships be created ?
• Partnerships can yield extended social impact ( Lots more ripples)
Positive Net Impact = Outcomes– what would have happened anyway without you -
displacement effects created
Impact Measurement ConsiderationsUnderstand that impact data is about human beings & their behaviour
The known & unknownWe often forget that impact is not only seen
Known impact data : See , touch, hear
Unknown Impact data : See, touch, hear , feel
Could a change in how someone feels be considered an impact ? Example : A sense of connection. Is that important enough to report ?
Impact Measurement Considerations
Suitable indicators What are suitable indicators that will support measuring various impacts ?Indicators should be agreed upon with stakeholders
Outcomes Indicators
Reduction in Social Isolation • New social activities engaged by participants • Feeling a sense of influence ( I have influence in
the decisions made in my community )• Feeling a sense of belonging ( I feel I belong )
Improvement in health • Number of visitations to the doctor • Number of instance of health ailment symptoms
reported
Impact Measurement Considerations
Develop guiding principles or common practices for your organization
• Allow for enough time and funding that will enable measurement to happen.
• Listen to the community ! Understand what they value ! Indicators can be agreed upon between key stakeholders.
• Understand your program’s theory of change ; what are you trying to change and why does it matter?
• Develop a governance structure, a social impact committee , to provide governance on evaluation practice
Impact Measurement ConsiderationsDevelop guiding principles or common practices for your organization
• Consider the stage of growth of your organisation/social enterprise before investing in impact measurements. Would it be worth it ? Early stage social enterprises should focus on business sustainability.
• Consider the cost of impact measurement as part of your cost of capital
• Leverage on existing data and relationships. What data do you have already ?
• Consider having baseline data
Impact Measurement ConsiderationsCommon Impact Data Sources
• Customer/ stakeholder centric surveys• Focus Groups • Action Oriented Research – Observe stakeholders over time to identify the
change in behaviours – Short to long-term• Existing program records • Interviews• Data-matching with other organisations • Public economic data • Journals/ Research Papers
Impact Measurement and Reporting
Other impact data - Financial value creation
Value should be determined from the perspective of each stakeholder.
• Increased individual or household income
• Future cost avoidance
• Cost reallocation
• Cost Savings
• Capacity Building
Key Learnings
Have a Common Practice
Impact Mapping
Exercise : ABC Health has projects in many countries. In 2016 ABCD identified a poor rural community in South America and created a food provision program to distribute eggs to this community. ABC health has a social objective to support healthy eating and improve overall physical health.
• ABC noticed a high malnutrition rate in the community • The food provision program lasted for 1 year • Large restaurant chains donated their excess eggs each month to ABC Health • Including the value of the eggs the value of ABC’s investment amounted to
$50,000• The community had 10 Farmers who raised their own chickens and sold eggs
prior to 2016 • The average size of each family in the community was 4 • Each family had atleast 2 kids
What are some of the social impact measures we could consider?
Impact Mapping Case Example
Summary
• What is Social Impact ?
• Why measure social impact ?
• Impact Measurement Challenges
• Impact Measurement Considerations
Ms. Rasha Kashkoush
• Head of Communications| Facebook MENA
• Extensive Experience in Strategy, Communications, CSR, Public Affairs, Stakeholder Relations
• MA Columbia, BA McGill other academic accomplishments.
• Responsibilities and experience across public, private and charitable domains
• Active volunteer with non-profits and charitable organization
• Founded Bilbaal, an online platform to connect volunteers to NGOs globally
• Lived and worked in North America, Asia and Europe
Guest Faculty
For PDF of Rasha’s Slides
• For a PDF copy of the She Means Business slides click here
She Means Business Groupwork
• Identify 2 indicators that would measure the change
• How do they get the data
• Pick one stakeholder
• (Why) What will change for that stakeholder that would make them want to participate. Their business would do better
• (Input) What would they invest of themselves or their resources that would create that change
How long would it take for meaningful data to be available
Ola Al Haj Hussin
• Corporate Citizenship Manager| Crescent Enterprises
• 15+ years related experience in programme development, monitoring, management, and fundraising with the United Nations, Private Corporations and Non-Profit foundations throughout the Middle East,
• Experience from grassroots organizations to corporate conglomerates
• Oxford (Said Business School) Leadership & Management Development
• University of Reading, M.Sc. Applied Development Studies
• Active volunteer with non-profits and charitable organization
Guest Faculty
Corporate Citizenship Our approach for better social impact
Ola al Haj Hussin
Ta’atheer MENA Social Impact and CSR Forum 2017
Stakeholder engagement
Shared value for all stakeholders
Structured approach
Our Approach to Social Impact
Businesses need to accept their calling to be good corporate citizens
Strategic partnerships
Our Corporate Citizenship Programme
Entrepreneurship and employability Environment Arts and Culture Focus Areas
Objectives
Partners
Empowering youth and entrepreneurs togrow and prosper by developing critical softskills and fostering talents in educationalinstitutions.
Supporting creativity and innovationby promoting cultural understandingthrough art and raising a newgeneration of filmmakers
• Tackling climate change andreducing ecological footprint
• Conserving marine and terrestrialhabitats
Commitment to the UN SDGsCE’s Corporate Citizenship focus areas are in alignment with the UN Sustainable Development Goals
CE focus area SDGs
Entrepreneurship and employability
Environment
Arts and Culture
Case study: AUS Enterprising Youth Forum
2015 80 students participated; CE was invited to attend.
2016 130 students and CE participated
2017 300 students participated along with CE managers who provided expert advice to aspiring entrepreneurs. CE partners including Sheraa, Pearl Initiative and EWS-WWF also participated in the event
The key for the achieved progress is engagement, evaluation and continuous improvement
Connecting the dots for better social impact
The AUS Enterprising Youth Forum seeks to promote a culture of entrepreneurship and innovation among youth through a series of workshops and discussions
A holistic approach to supporting entrepreneurship
Ages 18-30
Ages 18-30+
Business CampBasic entrepreneurship skills
Sharjah Ladies Club
A new programmeBasic entrepreneurship skills
Crescent Enterprises
Business AwarenessMarket updates and advisory
AUS, Columbia, Cambridge
Business Incubation
Advanced entrepreneurship skills
Sheraa
Ages 6-12
Ages 13-18
Social investment portfolio maturity
Year 1 Year 2-3 Year 4-5
Corporatecommitment
Measuring Our Impact
Standard indicators
Outputs Outcomes Impact
5% of projected annual net cash flow dedicated to corporate citizenship programmes.
1,000 youth to receive soft skills training by 2017 as part of our pledge to the World Economic
Forum to drive Arab employment.
Measuring Our Impact
34,476 community members reached
• Through the evolution of our Corporate Citizenship programme, we have shifted our focus from
singular need-based support, to a more inclusive and participatory approach.
• Each social portfolio evolves in an organic and different manner depending on internal and external
factors.
• Today, there is a growing opportunity for businesses and individuals to be at forefront of generating
positive impact through strategic philanthropy.
• Building trust and eliminating ego is key to achieve genuine engagement and strategic partnerships
for the good of society.
• Impact measurement must guide the implementation and the evolution of social investment
portfolio.
Takeaways
Group Work Exercise
Company Name
Focus Areas
Correspondent SDG’s
Vision
General Objective
Entrepreneurship and Employability
Crescent Enterprises
Fostering entrepreneurship and creating employment opportunities for young generations
Empowering youth and entrepreneurs to grow and prosper by developing critical soft skills and fostering talents in educational institutions.
• Pick one stakeholder• (Why) What will change for that
stakeholder that would make them want to participate. Their business would do better
• (Input) What would they invest of themselves or their resources that would create that change
• Identify 2 indicators that would measure the change
• How do they get the data • How would they check to make
sure they had selected the best metrics?
Sustainable Development Goals (SDGs)
• Globally accepted development framework, unanimously adopted by all UN member nations and used by all major development actors
• Great framework for building public/private/foundation collaboration
• Flexible – simple to complex (simple matrix to Credit Suisse detail)
Value• Compliance & Strategic• Great communication framework• Facilitates alignment-understanding
with key stakeholders• Brand/image value
Impact Measurement Considerations
• 17 Goals
• 169 Targets
• About a bjillion indicators (25 pages, small type)
• Project level impact measurement must take simplified approach
• More complex approaches may be appropriate at corporate and national/international levels
…
…
The Sustainable Development Goals and you
17
Business & Activities
Goal 1 End poverty in all its formseverywhere ✓ ✓ ✓
Goal 2 End hunger, achieve food security and improved nutrition and promote sustainable agriculture ✓ ✓
Goal 3 Ensure healthy lives and promote well-being for all at all ages ✓
Goal 4 Ensure inclusive and equitable quality education and promote lifelong learning opportunities for all ✓ ✓ ✓
Goal 5 Achieve gender equality and empower all women and girls ✓
Goal 6 Ensure availability and sustainable management of water and sanitation for all ✓ ✓ ✓ ✓
Goal 7 Ensure access to affordable, reliable, sustainable and modern energy for all ✓ ✓
Goal 8 Promote sustained, inclusive and sustainable economic growth, full and productive employment and decent work for all ✓ ✓ ✓
Goal 9 Build resilient infrastructure, promote inclusive and sustainable industrialization and foster innovation ✓
Goal 10 Reduce inequality within and among countries ✓
Goal 11 Make cities and human settlements inclusive, safe, resilient and sustainable ✓ ✓ ✓ ✓
Goal 12 Ensure sustainable consumption and production patterns ✓ ✓
Goal 13 Take urgent action to combat climate change and its impacts*
Goal 14 Conserve and sustainably use the oceans, seas and marine resources for sustainable development
Goal 15 Protect, restore and promote sustainable use of terrestrial ecosystems, sustainably manage forests, combat desertifcation, and
halt and reverse land degradation and halt biodiversity loss ✓ ✓ ✓
Goal 16 Promote peaceful and inclusive societies for sustainable development, provide access to justice for all and build effective,
accountable and inclusive institutions at all levels ✓
Goal 17 Strengthen the means of implementation and revitalize the global partnership for sustainable development ✓
SDG
Imp
act Areas
Group Work Exercise
Focus Areas
Correspondent SDG’s
Vision
General Objective
Entrepreneurship and Employability
Fostering entrepreneurship and creating employment opportunities for young generations
Empowering youth and entrepreneurs to grow and prosper by developing critical soft skills and fostering talents in educational institutions.
Crescent Enterprises has identified 4 SDGs that their Entrepreneurship and Employability project impacts on.
They are 4, 5, 8 & 9 – highlighted in red on the following page.
Select one of them.
Identify a metric that would help them to measure impact on the objectives of that metric.
How would they gather and track the data?
Emerging issues/trendswill drive new reporting and communication expectations
Social Progress Index Ecological Footprint
Emerging issues/trendswill drive new reporting and communication expectations
Circular Economy Natural Capital
Summary
Agenda• Overview of Project Level Impact
Measurement Framework and examples
• Case Study/Groupwork: She Means Business (Facebook)
• Case Study/Groupwork: Entrepreneurship and Employability project (Crescent Enterprises)
• SDGs and Impact Measurement• SDG Case Study (if time)
• Emerging issues and trends (if time)
Objectives• Develop a basic
understanding of impact measurement framework and process
• Apply framework to some real projects
• Keep it simple!!!
Wayne DunnPresident & Founder, CSR Training InstituteFormer Professor of Practice in CSR, McGill Universitywayne@csrtraininginstitute.comwww.csrtraininginstitute.comWhatsApp +1.250.701.6088
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