samforse – a self ... · the impact of social enterprises and standardized metrics for assessing...
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TEXTEINFÜGEN| 1
SAMforSE – A Self-Assessment Manual for Social EntrepreneursOr: How can you know if your company or organization is doing well and what works?
EditedbySiemensStiftung
www.empowering-people-network.org
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Part 1 The Self-Assessment ManualIntroduction Page 4Mission&Vision Page 5FinancialResources Page 7Organization Page 9Marketing&Sales Page 11ValueChainIntegration&Networking Page 13Innovation Page 15Scaling Page 16RiskManagement Page 17Ethics&Accountability Page 18Social&EnvironmentalImpact Page 20ImpactAssessment Page 22OverallAssessment Page 24
Part 2 Help & Support
Help&Support Page 25ApplicationForm Page 27Terms&Conditions Page 30DataProtection Page 30
Imprint Page 31
Contents
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Part 1:The Self-Assessment Manual
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SAMforSE – A Self-Assessment Manual for Social EntrepreneursOr: How can you know if your company or organization is doing well and what works?
Thesearefamiliarquestionsaskedbymanyforward-thinkingsocialentrepreneurs.Thoughthequestionisquitesimple,theanswerisoftencomplexandinfluencedbymanyfactors.
Thebuzzissteadilyincreasingabouttoolsthatmeasuretheimpactofsocialenterprisesandstandardizedmetricsforassessingsocial,economic,andenvironmentalimpact.However,therearecurrentlynoeasilyapplicabletoolsforsocialentrepreneurstomeasuretheirbusinessesinthisway.
SAMforSEisatoolspecificallydevelopedfortheneedsofsocialentrepreneurs.Itisgearedtowardtheecosystemandbusinessmodelofsocialenterprises.Ithasbeendevelopedforsocialentrepreneurslookingforquickinsightsabout,amongotherthings,theirorganization’svaluecreationandsocialperformance.Itisadiagnostictoolforyourownenter-prise.
Thetoolisdesignedtohelpidentifyyourstrengthsandsuccessesbutalsotohighlightareaswherethereisroomforimprovementwhenitcomestosustainingsuccessovertime.
Thetoolfocusesoninsightsandplanningratherthanrelyingonsomegeneralstrategiesthatyourenterpriseisgrowingorscalingintherightdirection,orachievingimpactbyim-provingthelivesofcustomers.
Pleasenote:outstandingresultsinseveralareasofevaluationdonotguaranteethatyourorganizationwillbeanautomaticsuccess.SAMforSEisthefirststepinacomplexevaluationprocessandprovidesanearlyglimpseintothedevelopmentofyourbusiness.
ByapplyingSAMforSE,weareconfidentyouwillgaindeeperinsightsandconcreterecommendationsforyourbusiness.WealsoofferadditionalpracticalsupportforyourbusinessuponcompletionofSAMforSE:
– Informationwhereyoucanfindprofessionalbusinesscoachingandsupport
– Linkstotutorialsandwebinarsaboutsocialentrepreneurshipbusinessmodels
– Opportunitiestoapplyforapersonalcoachingprogramconductedbyabusinessdevelopmentserviceprovider,orforbusinessdevelopmentworkshopsorganizedbySiemensStiftung.ThecostsofacoachoraworkshopwillbecoveredbySiemensStiftungwithnoadditionalcharge.
Or,forfurtherbackgroundinformationreadthenewstudy“ABackgroundPaperonthePerformanceandImpactofSocialEnterprises"withinterestingcasestudieswrittenbyProf.WolfgangHeinandProf.RobertKappel.(see:www.empowering-people-network.org;www.SAMforSE.org)
How to use SAMforSE
1. Theself-assessmentmanualconsistsofsomeintroductoryremarks,elevenquestionnairesfromdifferentevaluationareasforassessingyourbusinessandorganization,anoverallassessment,andanappendixwithpracticaladviceforadditionalsupport.
Theevaluationareasforyourself-assessmentare:Mission&Vision,FinancialResources,Organization,Marketing&Sales,ValueChainIntegration&Networking,Innovation,Scaling,RiskManagement,Ethics&Accountability,SocialandEnvironmentalImpact,andImpactAssessment.
2. Tostart,pleasehavealookattheintroductorynotes.
3. Next,makeanhonestassessmentofyourbusinessororganizationbasedonthepromptsineachevaluationarea.Baseyourassessmentonhoweachpromptappliestoyourbusinessororganization:isthisa“strong”area,anareathatyouare“tracking,”oranareathat“needsimprovement”?
Yourdataaresafe.Pleasereadthechapter"Terms&
Conditions"and"DataProtection".Remember:thetoolworksbestifyougivehonestinput.
4. Foreachprompt,givethreepointsfora“strong”response,twopointsfora“tracking”response,andonepointfora“needsimprovement”response.Recordthepointsforeachpromptinthe“score”columnontherightsideofthegrid.
5. Attheendofeachquestionnaire,addtheresultsofallyouranswersandputyourfinalnumberinthecorrespon-dingspotontherankingscale.
6. Aftercompletingalltheindividualquestionnaires,addupallyourresultsinthefinal,overallgrid.Areyousatisfiedwithyourresults,oristheresomeroomforimprovement?Ifyouseesomeareasyou’dliketoworkon,pleasehavealookatthesectionHelp&Supportonthewebsite"www.SAMforSE.org",whichcontainsinformationaboutadditionalsupportandopportunitiestoapplyforapersonalcoachingprogramorabusinessdevelopmentworkshop.
Siemens Stiftung developed SAMforSE in cooperation with the German Institute of Global and Area Studies (GIGA), with Prof. Wolfgang Hein and Prof. Robert Kappel, and is supported by Dr. Kerstin Humberg, expert in social business and global sustainability.
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Strong(3 points)
Tracking(2 points)
Needs improvement(1 point)
Score
Motivation Weintendedtofindsolutionstosocialand/orenviron-mentalissuesthathavenotbeen(sufficiently)addressedbyanyotherpublic,private,ornon-profitorganizationsofar.
Wewantedtodosomethinggoodandhadsomeideastoimplementthisinasocialenterprise.
Westartedthebusinesstoearnalivingandtoworktowardasocialpurpose.
Mission statement
Wearticulateanenduringpurposeandcorevaluesforourprojectinamissionstatementthatiscompellingandeasytounderstand(“Wehelpwaste-pickersbecomeentrepreneurs”).
Wehavecommunicatedourgoalsandvaluesonvariousoccasionstoourclients.
Wetrytodoourjobinaconvincingway.
Vision Wehaveaclearvisionofwhatwewanttoachievewithinthenext5-10yearswithsmart(specific,measurable,realistic,andtimely)goalsthatdefinesuccess.Weregularlytrackoursocialand/orenviron-mentalachievementsagainstthesegoalsandkeyperformanceindicators(KPIs).
Wehavesomeideasofwhatwewanttoachievewithinthenext5-10years.Evalu-ationsarecertainlyusefulandimportant,buttaketoomuchtimeandmoneyifyouwanttodothemregu-larlyandsystematically.
Wehaveneverreallytakenintoconsiderationasystematicevaluationofourwork.
Market insights
Wecarryoutthoroughmarketanalysesandidentifytherootcausesofthesocialand/orenvironmentalshortcomingsonwhichourstrategicplanisfocusing.
Werealizethatmanypeoplesufferfromcertainmarketdynamics(junkfoodorun-healthyproducts),buthavenoclearideahowtodevelopaviable(business)solutiontothesechallenges.
Weprimarilyseetheneedforsurvivalinthemarketandfromtimetotimewetrytocombineeconomicopportunitieswithsocialimpact.
Response to public sector failures
Weanalyzethereasonsfortheshortcomingsornon-existenceofstateregulationsorsupportingactivitiesandtrytocooperatewithlike-mindedpublicdepartments.
Weareawarethatpublicregulationisimportantforsocialandenvironmentalprogress,butouraccesstopublicinstitutionsislimited.
Webasicallyhopethatstateinstitutionsdonotinterferewithourproject.
Coopera-tion
WeareengagedinstrategicpartnershipswithothersocialentrepreneursandNGOstomaximizethesocialandenvironmentalreachandrelevanceofourproject.
Wecollaboratewithafewclosepartnersandnetworks,butourprimarymissionistoadvanceourownenter-prise.
Weareconcentratingonourownproject,asnet-workingtakestimewithoutbringingnoticea-bleadvantages.
Mission & Vision
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Strong(3 points)
Tracking(2 points)
Needs improvement(1 point)
Score
Business model: Vision of linking social and economic goals
Wehavetranslatedourvisionintoaneconomicallyviablebusinessmodelinresponsetothesocialand/orenviron-mentalissuesthatweaddress,allowingustogenerateastablesourceofincomewithouthavingtocompro-miseonourmission.
Wetrytofindawaythatallowsustoaddresssocialand/orenvironmentalaswellaseconomicconcerns,butwehavesomedoubtsabouttheoptimalsolution.
Wedoourbesttopursueoursocialand/orenviron-mentalgoals,butthisisnotalwayspossibleifourprojectistosurviveeco-nomically.
Total
Needs improvement(bottom5%)
Tracking minus(next20%)
Tracking (middle50%)
Tracking plus (next20%)
Outstanding (top5%)
7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
Ranking scale: Insert your overall score.
The percentage indicates where you would rank within a representative peer group.
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Financial Resources
Strong(3 points)
Tracking(2 points)
Needs improvement(1 point)
Score
Financing model
Welargelyfinanceourenter-priseoperationsthroughre-venuesfromsalesandbusinessfinancing(microfinance,debt,equityorhybridcapital)andreceiveonlyverylimitedsupportbygrantsanddona-tionsorfamilyandfriendscapital.Wehaveastableincomefromourownsales.
Wefinanceouractivitiesthroughamixofrevenues,businessfinancingandgrantsordonations.Wehavearatherlimitedincomefromoursales.
Wefinanceourenterpriseoperationsthroughgrants,donationsorCSRfundingandonlypartlythroughrevenuesfromsales.Wehavenotaccessedanybusinessfinancingyet.
Financial dependency
Wedon’tdependonexternalfundingsupport.Wefullyfinanceouroperationsthroughoursales.Inordertogroworupgradeourope-rationswemightsourceexternalfundingsupportforspecificscale-upactivities.
Wereceivefinancialsupportfromanarrayoforganiza-tions.Ourfundingsourcesareratherdiversifiedandwelimitedtheinfluenceofourfundingsources.
Wedependonfinancialcontributionsfromasmallnumberoforganizations.Ourenterpriseoperationsdependongrants/dona-tionsorCSRfundingfromlargecorporations.
Microfi-nance
Ourorganizationdoesnotusecreditfrommicro-financeinstitutionsasasourceofincome.Instead,start-upcapitalwasprovidedbytheownersandsupportersofoursocialbusiness.
Weuseourownmoneyasstartupcapital,butalsousesmallbankcreditandsomemicro-credit.
Westartwithsmallamountsoffamilymoneyandusemicro-financein-stitutionsforthecompany’sexpansion.
Growth of enterprise
Ourgrowthisbasedontwofactors:surplus(profits)achievedthroughourownsocialbusinessoperationsand(affordable)creditfromthird-partyproviderssuchassocialimpactinvestors,foundations,orbanks.
Welimitourstep-by-stepexpansionbyusingsalesandbankcredits.
Webenefitfromcontribu-tionsofcharityorganiza-tionsanddonormoney.
Finance and busi-ness culture
Thesuccessofourenterprisedependsonaclearandreli-ablebusinessculture.There-fore,wealsocooperatewithfinanceinstitutionsthatfollowthesamesocialideas.Welimitourfinancialactivi-tiestothosebanks,charityorganizations,andotherdonorsthatareinlinewiththesesocialgoals.Thisconstitutesourbasicthink-ingforsustainablefinancialdevelopment.
Ourcultureincludesmarketorientationandsocialactivi-ties.Thismeansthatweareopentofinancefrombanks,NGOs,internationalorgani-zations,andalsofromsocialactors.
Weareforcedtosurvive,andthereforeisdoesnotmatterwherethemoneyforexpansionofourbusi-nesscomesfrom.
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8
Strong(3 points)
Tracking(2 points)
Needs improvement(1 point)
Score
Financial Dependency
WedonotcountonCSRfunding,butfromtimetotimeweusemoneyfromlargebusinessesiftheircontributionsareinlinewithourbusinessphilosophyandtheupgradingofouractivities.Inthiscase,CSRfundingcanbeasourceforgrowthandsocialimpact.Wearealsocautiouswithdonationsfromlargefoun-dations.
Wetrytolimittheinfluenceofbigenterprisesbecausewefeartoomuchinterven-tionanddependence.Onlyifcooperatingwiththemmighthelptheexpansionofourenterprisewithoutinterferingwithourbusinessethicsarewewillingtoengagewiththem.
Wecooperatewithlargecorporationsbecausewegetaccesstolargeamountsofmoney.
Total
Needs improvement(bottom5%)
Tracking minus(next20%)
Tracking (middle50%)
Tracking plus (next20%)
Outstanding (top5%)
6 7 8 9 10 11 12 13 14 15 16 17 18
Ranking scale: Insert your overall score.
The percentage indicates where you would rank within a representative peer group.
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Organization
Strong(3 points)
Tracking(2 points)
Needs improvement(1 point)
Score
Personal leadership
Ourcompanyhasgoodleadershipandmanagerialskills,charisma,anddeci-sionpower.Achievingthemissionofoursocialenter-prisehaspriority.
Ourorganizationisquitewell-organizedandwetrytoleadouremployeeswithpurpose.However,wehavenot(yet)definedjoint-organizationalvaluesandmanagementstandardsforourenterprise.
Ouremployeesareinterestedinthemissionofourenterprise,butwehavenoalignedunder-standingofourvaluesandsocialenterpriseconcept.
Legal form Weknowalllegaloptionsavailabletous(includingtheprosandcons)andhavefoundtheappropriatelegalformforoursocialenterprise.
Wehavechosenalegalformwithoutconsideringtheprosandconsofanyotherlegaloptionsavailabletosocialenterprises.
Sofarwehavepaidlittleattentiontolegalformsassuch.
Talent Weattractandretaintherighttalentbymeansofcoachingandmentoring.Wealwaysseekemployeeswhoareawareofsocialproblems.
Wetrainouremployeesonthejobandteachthemaboutsocialproblemsaswegoalong.
Newemployeesarehiredbychanceandwedonotrequireanycompetenceconcerningsocialbusinesstopics.
Operational set-up1
Wehaveadevelopedinternalorganization,competentstaff,andgoodhumanresourcepolicies.Weofferofasus-tainableincomeanduseplan-ningmethodsandmanage-mentstrategiesforsustainablebusinessdevelopmentfo-cusedonsocialpurposes.Wefosteraholisticperspec-tiveontheentirevaluechainofourbusiness.
Wehaveateamthatkeepstheorganizationrunningbutconsiderssocialenterprise-relatedissuesaspotentiallyadditionalcosts.Thebusi-nessunitsdonothaveaholisticperspectiveontheentirevaluechain.
Ourenterprisedoesnotpaymuchattentiontoope-rationalandorganizationalaspects;ourteamdoesnotfocusonsocialenter-priseissuesanddoesnotsufficientlyregarditselfasdependentontheentirevaluechain.
1 Thiscouldincludehumanresourcesmanagement;operationalunits;relationshipbetweenadministration,development, production,andsales.2 Comprisingbothmindsetsandbehaviors
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Capability building2
Weregularlyengageindiscussionsandlearningactivitiesrelatedtotheso-cialand/orenvironmentalconcernsthatwedealwith.Inaddition,weareactivelybuildingouremployees’capabilitiesthroughtrainingandcoachingprograms.
Weengageindiscussionsandactivitiesrelatedtothesocialand/orenvironmentalconcernsthatwedealwith,whileouremployeesbuildtheircapabilitiesonthejob.
Ouremployeeshavelimi-tedknowledgeaboutthesocialand/orenvironmen-talconcernsthatweareconfrontedwith.Wealsohavenoparticulartrainingorcoachingprogramtobuildtheircapabilities.
Total
Needs improvement(bottom5%)
Tracking minus(next20%)
Tracking (middle50%)
Tracking plus (next20%)
Outstanding (top5%)
5 6 7 8 9 10 11 12 13 14 15
Strong(3 points)
Tracking(2 points)
Needs improvement(1 point)
Score
Ranking scale: Insert your overall score.
The percentage indicates where you would rank within a representative peer group.
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11
Strong(3 points)
Tracking(2 points)
Needs improvement(1 point)
Score
Customer segments
Weknowexactlywhoourcustomersareandhaveastrongunderstandingoftheirspecificchallengesandneeds.Inordertobettersatisfytheseneeds,wehavegroupedourcustomersintodistinctsegmentswithcom-monneeds,behaviors,andcertainattributes.Wefostermutualunderstanding.
Wehavegoodcontacttoourcustomers,andinsomecasesthishasbeenestab-lishedoverthelong-term.Theselong-termcontactsandcontractsmeanweknowhowtodealwiththeirdemands.Weadaptourmarketingstrategiestochangingdemands.
Wehavenoclearunder-standingofwhoourcu-stomersare.Wearenotsureabouttheirspecificneeds.
Value proposi-tion
Wehaveabundleofproductsand/orservicesinplacethatcreatevalueforourcusto-mersordifferentcustomersegments,astheysolvetheirspecificsocialand/orenvironmentalproblemsandsatisfytheirneedsascustomers.Weactivelyco-operateandexchangeideasonhowtobetteradapttotheneedsofourclients.
Wehavespecificconceptsforhowtocreatevalueforourcustomers.Weofferourproducts/servicestoourcustomers.
Wedonothavespecificconceptsforhowtodealwiththedemandsofourcustomers.
Channels Inordertodeliverourvalueproposition,weareinregularcontactwithourcustomers(ortargetbene-ficiaries)throughvariouscommunication,distribution,andsaleschannels.Wehavedevelopedtherightmixofdirectandindirectchan-nelsbasedondeepmarket/customerinsights.
Weareinsteadycontactwithourcustomersandcommunicateregularly.Wehavedevelopedcommu-nication,distribution,andsaleschannels.
Wereacttothedemandsofourcustomersandusewell-establishedchannelsofdistributionandsales.Wedonotcommunicateonaregularbasis.
Customer relation-ship
Wetrytoeducatecustomersonoursocialproductsandserviceofferingsinthelargersociety.Wealsoproactivelyleveragepartnershipsandlong-termrelationships(e.g.,withgovernment,non-pro-fits,customers,academics)toovercomepurchasingbar-riers.Werespondtocusto-merneedsandidentifyanddevelopsolutionstocapturesocialtrends.
Weengageineducationaleventstargetedatcusto-mersorthegreatersocietyonanadhocbasis,butwedonottakeadvantageofpartnershipstosupportthemarketingandsalesofourproductand/orserviceoffer-ings.
Wedonotengageincu-stomereducationanddonotconsiderexternalpartnershipsasawaytosupportthesalesandmarketingofourproductand/orserviceofferings.
Marketing & Sales
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Strong(3 points)
Tracking(2 points)
Needs improvement(1 point)
Score
Promotion of social or ecological attributes
Formarketingandsalespurposes,weproactivelyidentifyandcommunicatethe“social”or“ecological”attributesofourproductsand/orserviceofferings.
Wemarketanumberofrele-vantproductsand/orserviceofferingsbasedonsocial/ecologicalattributes.
Thoughweareoperatingasocialenterprise,wedonotuse“social”or“ecolo-gical”attributesformar-keting.
Branding Inordercapturethebenefitsofthemarketandtopositionourselvesinthatmarket,wecreatedastrongbrandforourorganizationaswellasourproductandserviceofferingsthatisrecognizedandvaluedbyourcustomers.
Westartedtothinkaboutourpositioninginthemar-ketandbrandnamesforourproductsand/orserviceofferings.
Wehavenoideawhatexactlybrandingisaboutandhowwecouldpositi-onourselvesinthemar-ket.
Total
Needs improvement(bottom5%)
Tracking minus(next20%)
Tracking (middle50%)
Tracking plus (next20%)
Outstanding (top5%)
6 7 8 9 10 11 12 13 14 15 16 17 18
Ranking scale: Insert your overall score.
The percentage indicates where you would rank within a representative peer group.
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Strong(3 points)
Tracking(2 points)
Needs improvement(1 point)
Score
Reasons for Inte-gration in global or regio-nal value chains
Byintegratingintoaglobalorregionalvaluechainwecangetaccesstomarkets,ideas,knowledge,tech-nology,managerialandorganizationalcompetencefromtheoutside,andcanbenefitbycooperatingwithothervaluechainpartners.Throughvaluechaininte-grationwecanraiseourcompetitivenessinthelocalmarket,andbettersolvesocialand/orenvironmentalproblemswhichcouldnotbetackledbyusaloneorwithoutinternationalcoo-peration.
Weusethevaluechainsandnetworksinordertopar-ticipateinbroadeningthescopeofouractivities.
Westartedthinkingaboutvaluechainintegration,buthavesofardonenoconcreteactivities.
Vertical integra-tion and position in the value chain
Wefocusouractivitiesonstrengtheningourroleinthevaluechainandtrytobethekeyplayerthatgovernsthevaluechaininsupportofouroperationstofostersocialimpact:inclusivegrowth(e.g.,jobsforthedisadvantagedand/orahealthyenvironment).
Wefocusonourvaluechaintolearnandseewhetherourenterprisecanbenefit.
Wetriedtobetterinte-grateouroperations,butdonothaveanyinfluenceonvaluechaingover-nance.
Local chains
Weareakeyplayerinourlocalvaluechain.Wesetbusinessandsocialstandards;weorganizeandgovernthechainfromproductiontoconsumption(marketplace),thequalityofproductsand/orservices,andtheenviron-mentalandsocialnorms.Wealsotrytoexpandourmarketingactivitiesbeyondlocalmarketsbycollaborationswith,forexample,super-marketchainsintheregion.
Westartedtoexpandouractivitiesalongthevaluechainbyorganizingtheforwardlinkages(buyingparts,collectingparts)andcooperatingwithpartnersthatadapttooursocialandenvironmentalstandards.
Wecollaboratewithotherstakeholdersinourvaluechain,butwithouttryingtosetanysocialand/orenvironmentalstandardsornorms.
Value Chain Integration and Networking
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Strong(3 points)
Tracking(2 points)
Needs improvement(1 point)
Score
Horizontal chains
Weareinregularcontactwithresearchinstitutionsand/oruniversitiesthatengageinresearchthatisrelevanttoourmissionand(social)busi-nessactivities.Weexchangeviewswithresearchersandarewillingtoinvestinresearchthatmakesadifferenceand/orkeepsusaheadofourcompetitors.Weusecoope-rationwithresearchinordertoidentifynewproducts,brandnames,etc.andtostayontopinacompetitivemarket.
Fromtimetotimewetakeadvantageoftheexpertisefromuniversitiesandresearchinstitutions.
Wehavenocontacttoanyacademicexpertsorresearchinstitutions.Forus,thisistoocostlyandwebelievethatwedonotbenefitfromthiskindofcooperation.
Coopera-tion/ networks
Wecooperatewithlocaladministrations,localcommunitiesandothersocialentrepreneursorNGOstofostersocialandenvironmentalstandardsinoursector.Weareadrivingforceforthesenetworks.Weusethesenetworksinordertofosterlocalconsciousnessandlocalinnovation.
WeareengagedinsomecooperationwithlocalcommunitiesandNGOstogetaccesstomarketinfor-mation.Wearewellcon-nected,butnotakeyplayerinanyofthesenetworks.
Wearenotengagedinanyparticularcommunityorcivilsocietynetwork/organization.
Total
Needs improvement(bottom5%)
Tracking minus(next20%)
Tracking (middle50%)
Tracking plus (next20%)
Outstanding (top5%)
5 6 7 8 9 10 11 12 13 14 15
Ranking scale: Insert your overall score.
The percentage indicates where you would rank within a representative peer group.
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Strong(3 points)
Tracking(2 points)
Needs improvement(1 point)
Score
Anticipa-tion
Wearefullyawareofemergingtrendsandneedsinoursocialbusinessfieldandaimtoincorporatetherespectiveinsightsintothedesignandengineeringforthenextgenerationproductsandservices.
Weconsiderandintegrateemergingtrendsandneedsinoursocialbusinessfieldonlyonanad-hocbasis(inotherwords,iftheoppor-tunitypresentsitself,thenwetakeit).
Weusuallydonotconsi-deranytrendsorneedsthatareemergingamongourcustomersorthelargersociety.
Co- creation
Weactivelyinvolveexternalpartnerstobetterachieveourbusinessvisionandmission(e.g.,productdevelopment,replication,scaling).
Weengageinone-offdis-cussionswithpotentialpart-ners(suchaswhentheyapproachus),butdonotactivelypursuepartnerships.
Sofar,wehavenotpercei-vedanyparticularvaluefrompartnershipswithotherorganizationsinthepu-blic,social,orprivatesec-tor.
Diversifica-tion
Weactivelytrytoexpandandgrowoursocialbusiness.Thismightmeandiversifica-tionofourproductorser-viceofferings,geographicexpansion(intermsofmarketreach),and/ornewpartnerships.
Wewouldbeinterestedintheexpansionofourcur-rentactivities(e.g.,throughscalinganddiversificationefforts)ifanopportunitycameup,butdonotactivelyseeksuchanopportunity.
Wearenotreallyintere-stedinfurthergrowthofouractivitiesthroughgeogra-phicexpansionorscalingactivities,andthereisnoparticularneedforscale.
Innovation
Total
Needs improvement(bottom5%)
Tracking minus(next20%)
Tracking (middle50%)
Tracking plus (next20%)
Outstanding (top5%)
3 4 5 6 7 8 9
Ranking scale: Insert your overall score.
The percentage indicates where you would rank within a representative peer group.
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16
Strong(3 points)
Tracking(2 points)
Needs improvement(1 point)
Score
Scaling of business activities
Expandingthescaleofourbusinessintermsofmarketsandproductioncapacitieslocally,nationally,andinter-nationallyconstitutesanessentialpartofourbusi-nessconcept.
Wehavecautiouslyusedscalingopportunitiesinafewinstances,expandingourbusinessattheoriginalloca-tionorwithintheregion.
Sofar,scaling-upourbusinesshasnotbeenanoption.
Replication Wehavefrequentlyseizedopportunitiestoreplicateouractivitiesinotherloca-tionsastheeasiestwayofscaling-up.
Wehavereplicatedourbusinessmodelinafewplacesclosetoouroriginallocation.
Wearejustconcentratingondoingagoodjobatouroriginallocation.
Internatio-nal expan-sion
Weareexpandingouractivi-tiesintoothercountriesandactivelyinvolvelocalpart-nersthroughstrategicpart-nerships,suchassub-con-tractingandfranchisesystems.Wetrytoraisefinancingfromlocalsourcesaswellasfromcooperationwithcharities.
Webelievethatourcurrentorganizationalset-upworkswellforus,butwearenotsurehowtoorganizeinter-nationalexpansionandwhetherthatwillbebenefi-cialtoourbusiness.
Wedonottakeinternatio-nalexpansionintoconside-ration.
Value creation
Werecognizepotentials,seizeopportunities,anddelivervalueforcustomersandsocietyingeneralthroughourscalingactivities.
Occasionallywerecognizeopportunitiesofscaling-upourbusiness,butrarelyusethispathfordeliveringadditionalvalue.
Weneitherrecognizenordeliveradditionalvaluebymeansofscaling.
Scaling
Total
Needs improvement(bottom5%)
Tracking minus(next20%)
Tracking (middle50%)
Tracking plus (next20%)
Outstanding (top5%)
4 5 6 7 8 9 10 11 12
Ranking scale: Insert your overall score.
The percentage indicates where you would rank within a representative peer group.
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Strong(3 points)
Tracking(2 points)
Needs improvement(1 point)
Score
Operational risk manage-ment
Weregularlyanalyzeandidentifypotentialrisksthatcouldaffectouroperations,suchassupplychaindisrup-tions,environmentalrisks,orfluctuationsinsalesandinputprices.Wehaveacom-prehensivemitigationplaninplaceforsiteandenter-priserisks.
Wefocusonafewmajor(most-likely)operationalrisks–withlittlesystematicriskanalysis.Wehavemitigationplansinplaceonlyformajorrisksandupdatethemonlywhenwefeelthatitmightbebetter.
Wedonothaveanysyste-maticalapproachinplacetoanalyze,identify,and/ormitigatemajoroperati-onalrisks.Wemanageriskeventsastheyhappenonanad-hocbasis.
Reputation risk manage-ment
Weactivelyconsiderourstakeholders’expectationstowardourorganization,andwearepreparedtoavoidlaborandcommunityproblemsbyhaving(forexample)anenvironmental,safety,andhealthprogramandbyactivelyconsideringtheirexpectationsoftheorganization.
Weengagesuppliers,em-ployees,andcommunitiesinthediscussionofoperationalriskmitigation,butwehavenoorfewtargetsoractionplansinplacetomanagetheirexpectations.
Werarelyengageinstake-holdermanagement(sup-plier,community,emplo-yees),andifso,itisdonewithlimitedstrategicfocusandresources.
Value preserva-tion
Throughoperationalriskmanagement,weaimtopre-servethevalueofoursocialenterprise.
Werecognizethevalueofoperationalriskmanage-ment,butwearenotsurehowtopursueasuccessfulriskmanagementstrategy.
Wethinkthecostsofope-rationalriskmanagementarehigherthanthepoten-tialreturns.
Risk Management
Total
Needs improvement(bottom5%)
Tracking minus(next20%)
Tracking (middle50%)
Tracking plus (next20%)
Outstanding (top5%)
3 4 5 6 7 8 9
Ranking scale: Insert your overall score.
The percentage indicates where you would rank within a representative peer group.
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Strong(3 points)
Tracking(2 points)
Needs improvement(1 point)
Score
Ethics and responsibi-lity
Wefoundedasocialenter-priseinresponsetoconvic-tionsonmoralstandardsregardingproperandimproperconductandtheirimplica-tionsonsocialresponsibility.Asasocialenterprisewefocusonclearethicalstan-dardswhichweregularlydiscussinlike-mindednet-works.
Ethicalconsiderationsplayedarolewhensettingupourbusiness,butwefinditdifficulttotranslatethemintorealactivitiesexpress-ingsocialresponsibility.
Atthebeginning,ethicalconsiderationshavetoremaininthebackground.Ourfirstpriorityistomakeourbusinessecono-micallyviable.
Ethics and employees
Weconsiderouremployeesaspartnerswhoarestrivingforthesamemission;there-fore,werespectandaddresstheirpersonalneeds(suchasfairwages,healthservices,child-care,etc.).
Intermsofworkingstan-dards,wetrytodoourbesttomeetalllabornormsinourcountry.However,duetofinancialconstraints,wecannotmeetthemall.
Theeconomicviabilityand/orsuccessofourenterprisehastoppriority,asthiswillcreateadditio-naljobsandensuretheproductionofvaluableproductsand/orservicesinthelongrun.Therefore,deliberateattentiontotheneedsofemployeescan-notbeguaranteedatthebeginning.
Ethics and business partners
Respectfulinteractionswithbusinesspartnersareessen-tial,andwecooperateonlywithorganizationsthatpresentahighlevelofsocialresponsibility.
Wetrytoworkwithbusi-nesspartnerswhoshareourgoals,butsometimesitisdifficulttorejectsupportfromlargesponsorsifwedependontheirfinancialcontributions.
Sometimesonehastobetoughwhenitcomestobusinesspartners,butduetofinancialconstraints,wecannotalwaysaffordtobeselective.
Accounta-bility: To whom am I accounta-ble?
Whatissociallyresponsibledoesnotdependonlyonourpersonalconvictions.Wefeelaccountabletothepeoplethatweserveaswellasthewidercommunity.
Wealwaystrytogetfeed-backfromourpartners,customersandthosewhowesupportwithourenter-prisetomakesureweknowtheirneedsandmeettheirexpectations.
Wearebasicallyaccounta-bletoourcustomerswhoexpectustoproducequa-lityproductsand/orser-vicesforagoodprice.
Ethics & Accountability
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Total
Needs improvement(bottom5%)
Tracking minus(next20%)
Tracking (middle50%)
Tracking plus (next20%)
Outstanding (top5%)
5 6 7 8 9 10 11 12 13 14 15
Strong(3 points)
Tracking(2 points)
Needs improvement(1 point)
Score
Ethics and ability to change
Ifweencounterseriousethicalissues,wearereadytoadjustour(social)busi-nessapproachimmediately.
Discussionswithpartnerssometimesremindusthatwecoulddoevenbetterintermsofsocialresponsibility,butthisrarelyleadstochangesinouroperationsoroverallapproach.
Weconsiderchangesinouroperationsoroverallapproachwhenconfron-tedwithseriouseconomicproblems.
Ranking scale: Insert your overall score.
The percentage indicates where you would rank within a representative peer group.
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Strong(3 points)
Tracking(2 points)
Needs improvement(1 point)
Score
Products and services
Weofferproductsand/orservicestolow-incomeorotherwisedisadvantagedconsumergroupsanduseourincome/revenueprimarilytoadvanceourmission.Wearecommittedtothelong-termimpactofourproductsand/orserviceofferings.
Wesellproductsand/orservicesandhopethattheyimprovethelivesofourintendedbeneficiaries.
Wesellproductsand/orservices,butdonotknowwhetherornotwereachourintendedbeneficiari-es;nordowefullyunder-standtheimpactofouroperations.
Customers Wecontributetohumandevelopmentbygivingpeopleanexpandedchoice:ourcustomersbenefitfromthemarket-basedsolutionsthatwehavecreatedinresponsetotheirsocialand/orenvironmentalconcerns.
Oursocialenterpriseservesourcustomerswithproductsand/orservices,butwedonotknowmuchaboutthecorrespondingimpact.
Wedonotknowforsurewhetherornotwereallyreachourcustomers.
Employ-ment and income
Oursocialenterprisecreatesemploymentandincomeopportunitiesforbothskilledandunskilledworkers.Wehavebuiltmomentumandenthusiasmaroundthesocialand/orenvironmentalissuesthatweaimtoaddress,andouremployeesbenefitfromtrainingprogramsthatimprovetheircapabilities.
Wehavecreatedgoodwork-ingconditionsforourem-ployees,butwehavenotbeenabletoofferimportantsocialbenefitsandtrainingprograms.
Employmentandincomecreationhavenotbeenamongtheforemostob-jectivesofourbusiness.
Community/ society
Inadditiontotheeconomicvaluethatweproducethroughoursocialenterprise,ourorganizationcreatessocialvalueforthewidercommunity.Wecontributetoproductivityenhance-mentandoveralleconomicgrowth–andthuscontri-butetopeople’ssustainablelivelihoods.
Weprovideproductsandincomeopportunitiestomanypeople,butdonotknowalotaboutthewiderimpactthatwehaveonthecommunitiesthatweserve.
Wedonotknowhowourorganizationaffectsthewidercommunity.
Environ-ment
Oursocialenterpriseprimarilyaimstosolveasocialissue,buttakesenvironmentalissuesandconsequencesseriouslyandfactorsthemintodecisionmaking.
Weareawareoftheenviron-mentalimpactofouractivi-ties,butwedonotfullyunderstandhowtoimproveit.
Wearenotawareoftheenvironmentalimpactthatourbusinessactivi-tiesmighthave.
Social and Environmental Impact
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Strong(3 points)
Tracking(2 points)
Needs improvement(1 point)
Score
Future impact potential
Oursocialbusinessactivitieshavecontinuouslyexpandedandhaveinitiatedadeepchangeindealingwiththesocialandenvironmentalissuesinoursociety.Wehavealsoexpandedouractivities(toadditionalregionsorcountries,forexample).Weconsiderourselves“changemakers”withabroadreachandimpact.
Oursocialbusinessactivitieshaveshownsomeprovenpositivesocialand/orenviron-mentaloutcomes,butwehavenotyetmanagedtoexpandourreachandrele-vance.
Wehavestabilizedourso-cialbusiness,butdespitepositiveoutcomes,wearefarfromanyscalingorre-plicationeffort.
Total
Needs improvement(bottom5%)
Tracking minus(next20%)
Tracking (middle50%)
Tracking plus (next20%)
Outstanding (top5%)
6 7 8 9 10 11 12 13 14 15 16 17 18
Ranking scale: Insert your overall score.
The percentage indicates where you would rank within a representative peer group.
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Strong(3 points)
Tracking(2 points)
Needs improvement(1 point)
Score
Logic model2
Wehaveaclearlogicmodel(or‘theoryofchange’)forhowthesocialand/orenvironmentalvaluethatweaimtoaccomplishwillbecreated.Thislogicmodelinformsourorganization’simpactvaluechain.
Weunderstandthediffe-rencebetweeninputs,outputs,outcomes,andimpact,butlackaconvincinglogicmodelthatexplainswhywearedoingwhatwearedoingorhowweshouldrunoursocialenterprise.
Whenitcomestoimpactassessment,wedonotyetdifferentiatebetweeninputs,outputs,outco-mes,andimpact.
Strategic goals and target setting
Inlinewithourmission,vision,andstrategicpriorities,wehavedefinedclearannualtargetsforbothoutputs(resultsthatcanbemeasured)andoutcomes(changestothesocialsystems).
Wehaveamission,vision,andstrategicprioritiesthataffectourchoiceofinputs(whatisputintotheventure),andactivities(theventure’sprimaryactivities).However,ourstrategicprioritiesdonotyettranslateintomea-surablegoalsortargets.
Wealwaystrytodoourbestandthereforedonotlimitourselveswithpredefinedstrategicgoalsorshort-termtargets.
Assess-ment design
Weknowthebroadrangeofavailableassessmentmethods,tools,andresources,aswellastheirpurposes,strengthsandweaknesses.Basedonthisunderstand-ing,wehavedeveloped/chosenanassessmentdesignthatfitsbestwithourassessmentobjectivesandresources.
Wearewellawareofthebroadrangeofdifferentassessmentmethodsandtools.However,aswedonotfullyunderstandtheirdifferentpurposes,strengths,andweaknesses,wehavenotyetdeveloped/chosenanappropriateassessmentdesign.Wethereforedonotyetsystematicallyassesstheimpactofourwork.
Wehavenotyetsyste-maticallyconsideredappropriateassessmentmethodsandtoolsthatfitwithourassessmentobjectivesandresources.
Metrics and key perfor-mance indicators (KPIs)
Despitethefactthatsocialvaluecannotalwaysbemeasuredinquantitativeterms,wehavedefinedasetofmetricsthatallowfortechnicallysoundandusefulmeasurementsinlinewithourownand/orinvestors’requirements.Inlinewiththesemetrics,wehavecreatedasetofoutputin-dicatorsthatcanbetrackedrelativelyeasyovertime.
Weknowwhattypeofout-putsandoutcomeswearelookingforandunderstandtheimportanceofmetricsforperformancemanage-ment.However,wehavenotyetmanagedtodefineasetofmetricsandKPIsthatmeetourownand/orinvestors’reportingandassessmentrequirements(e.g.,intermsofpracticalityoravailableresources).
Thesocialand/orenviron-mentalvalue(orchange)thatweaimtoaccomplishcannotbemeasuredortracked.
Impact Assessment1
1 Thegoalofsocial/environmentalimpactassessmentistodriveimprovementsthatincreasethevalueofprogramstothe peopletheyserve.Socialimpactassessmenthelpsorganizationsplanbetter,implementmoreeffectively,andsuccessfully bringinitiativestoscale.Assessmentalsofacilitatesaccountability,supportsstakeholdercommunication,andhelpsguide theallocationofscarceresources.
2 Thekeynotionofthelogicmodel(theimpactvaluechain)istodifferentiateoutputsfromoutcomesandimpacts.Outputs areresultsthatasocialenterprisecanmeasureorassessdirectly.Outcomesaretheultimatechangesthatoneistryingto makeintheworld.
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Learning- driven approach
Weundertakeourimpactassessmentswithaspiritofinquiry,notofjudgement.Ourapproachcapturescriticalinformationatallstagesandinrealtime–comprisingbothexpectation‘failures’andsuccesses.Itconsidersunintendedconse-quences(bothpositiveandnegative)andenvironmentalinfluencesthatenhanceorundermineaprogram’ssuccess.
Wearewellawarethatlearningfromfailurescanbeasimportantasgeneratinginsightsfromsuccesses.However,westruggletounderstandun-intendedconsequencesandincorporatetheselessonslearnedintoourstrategicplanning,decision-making,andoperations.
Weusuallystarttoassessoutcomeswhensome-thinggoeswrongorcer-tainbusinessactivitiescometoanend.
Total
Needs improvement(bottom5%)
Tracking minus(next20%)
Tracking (middle50%)
Tracking plus (next20%)
Outstanding (top5%)
5 6 7 8 9 10 11 12 13 14 15
Strong(3 points)
Tracking(2 points)
Needs improvement(1 point)
Score
Ranking scale: Insert your overall score.
The percentage indicates where you would rank within a representative peer group.
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Overall Assessment
Characteristics1
Needs improvement
2 Tracking
minus
3 Tracking
4 Tracking
plus
5 Outstanding Comment
Mission & Vision
Financial Resources
Organization
Marketing & Sales
Value Chain Integration & Networking
Innovation
Scaling
Risk Management
Ethics & Accountability
Social & Environmental Impact
Impact Assessment
Overall Assessment
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Part 2:Help & Support
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SAMforSE – Help & Support
Ifyoudecideaftercompletingtheself-assessmentthatyouneedadditionalsupport,youarewelcometoconsiderthefollowingoptions:
– Applyforavouchervaluedat2,000€foranativepersonalbusinessdevelopmentcoach.Pleasenotethatwearerequiredtoaskforsomepersonalinformationfortheapplication.(See:www.SAMforSE.org)
– Viewrecommendedtutorialsthatwehavecompiledonavarietyoftopicsfocusingonhowtoadvanceyourbusiness.
(See:www.SAMforSE.org)
– Refertoourlistofinstitutionsthatofferwebinarsonbusinessdevelopment.
(See:www.SAMforSE.org)
– Wehavealsocompiledalistofon-siteorganizationsandinstitutionswhereyoucaninquireaboutfunding,advice,andsupport.
(See:www.SAMforSE.org)
– WriteanemailtoSiemensStiftungandmentionyouareinterestedintakingpartinoneofour"empoweringpeople.Onsite"trainingswithprofessionaltrainers(giventhattrainingsontopicsthatfityourindividualdemandareofferedinyourregion).
([email protected] [email protected] orseewww.empowering-people-network.org)
– Readourbackgroundpaperwithinterestingcasestudiesandrecommendationsforself-help,writtenbyWolfgangHeinandRobertKappelfromtheGermanInstituteofGlobalandAreaStudies(GIGA).
(See:www.empowering-people-network.org;www.SAMforSE.org)
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SAMforSE Voucher-Program
Youcanapplyforavoucherinthisform.Forfurtherdetails,pleaseseetheTermsandConditions.Ifyouhaveanyquestions,justsendusanemailorfax+4989540487–440.
1. ApplicantPleaseenteradescriptionofyourselfandallowustopublishyourname,yourcountry,andyourmailaddress.IfavailablepleasealsoinserttheURLofyourwebsite.
Personal information
Formofaddress*
Mr. Ms.
Title
FirstName*
LastName*
Company/Institution*
FoundingyearofyourCompany/Startofactivities*
Position
Contact information
Street*
Country*
Zip*
City*
Phone
Fax
Email*
Website
Skype
2. Your Social Enterprise
Titleofyourproductorservice*
Shortdescriptionoftheproductorservice*Backgroundinformation&SocialImpact*
Briefly explain the background of your product/service e.g. what is the problem you are trying to solve? How would you describe the social impact that your product/service can have on people suffering because of this problem?
Descriptionoftargetgroups*
What groups benefit from your product/service? Please differentiate between benefitting target groups such as customers/users or e.g. people being employed
Developmentstageofproduct/service*
Ready-to-Implement/Implementedin(pilot)projectSerialProduction/frequentlyused
Pleasestatethecountryorregionwhereitisused:
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3. Your Enterprise
Describeyourbusinessmodel:*
OperativeCostCalculation(preferredin$):
Revenue Costs Profit(Material/HumanResourcesetc.)
2014
2015
2016
Financial resources *
Whatareyourcurrentsourcesofincome/funds?*Whatwill/shouldbeyoursourcesofincome/fundsinthelongrun?*Whichfundingpartners/organizationdoyouhaveaccesstoforappropriatefundingandinwhichperiodsofyourbusiness?*
Market and Customers *
Doyousellordonateorsellanddonate
yourproduct/servicetoyourtargetgroup?
Canyourcustomersaffordtobuyyourproduct/services?Ifnot,doyouoranotherpartner/institutionprovidefinancialsupportprograms?*
Whoareyourdirectcustomersorbeneficiaries(e.g.individuals,households,organizations,institutions)?*
Howmanycustomersdoyouhave?*
Aretheresimilarproducts/servicesavailableonthemarket?Ifyes,whatistheinnovativeapproachofyourproduct/servicethatdifferentiatesyourproduct/service?*Specific requirement *
Pleasedescribewhatisrequiredfortheimplementationoftheproductorservice(machine,land,equipment,materials,organization,overheadcostsetc.)*
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4. TeamDescribeyourteaminviewofqualification,experienceandmotivation.
Name
Position
Experience
Qualification
5. Problem – Needs of ImprovementPleasedescribeyourmainneedsofimprovement.Whatareyourrequirementsonabusinessdevelopmentserviceprovider?CanyoulistoneormoreevaluationareasofSAMforSEwhereyouwouldliketogethelpandsupport?*
Haveyoueverdoneaself-assessmentorevaluationbefore?yesno
AfterfinishingSAMforSEdoyouthinkthatyouknowmoreaboutyourstrengthsandaswellaboutthefieldsforimprovement?
yesno
WhichtutorialofferedintheSAMforSE“Help&Support”sectionwasmosthelpfulforyou?
Doyouhaveanyexperiencewithbusinesstrainingsandbusinesscoachings?
yesno
Howdidyouhearaboutthe“SAMforSEVoucher-Program”?
I/weagreewiththeTermsandConditionsofthe“SAMforSEVoucher-Program”aspublishedonthewebsite.*
Please send your application and your overall assessment
By mail to: SiemensStiftung"empoweringpeople.Network"Kaiserstraße1680801MunichGermany
By e-mail to: (Andattachthescannedapplicationandoverallassessment)[email protected]@siemens-stiftung.org
By fax to: +4989540487440
Thefieldsmarkedwith*aremandatory.
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Terms & Conditions of the SAMforSE Voucher-Program
BelowyoucanfindtheTerms&Conditionsoftheapplicationfora“SAMforSEVoucher”.
The“SAMforSEVoucher”isaddressedtoanysocialenterprisefromanyregionintheworld.Onepersonoroneteamofthesocialenterpriseisallowedtosubmitoneapplication.
Submitting social enterprise should fulfill the following criteria
• Thesocial enterprisedevelopsproducts/servicewhichhavethepotentialofsocialimpactforpeopleindevelopingandemergingcountries.
• Thesocial enterprisedevelopsservicesorproductswhicharealreadysuccessfullyimplementedtoimprovebasicsupplyindevelopingoremergingcountries.
• Thesocial enterprisehasastrongfocusonjobcreation.
• Thesocial enterprisefollowsvaluessuchasfairness,socialresponsibilityandself-sustainability.
YoursocialenterpriseshouldhaveafocusontechnicalproductsandservicesinthecategoriesWater&WasteWater,Energy,Food&Agriculture,WasteManagement,Healthcare,Sheltering,EducationandInformation&Communicationinordertofulfilbasicneedsofpeopleindevelopingandemergingcountries.
Allintellectualpropertieswillremainwiththeapplyingsocialenterprise.SiemensStiftungassumesnoliabilityforkeepingtheentriesconfidential.Consequently,applicantsinterestedinsecuringtheirintellectualproper-tiesshouldnotsubmitentrypriortofilingpatentapplicationsinthecoun-triesforwhichtheyintendtoprotecttheirintellectualproperty.
ApplicationispossibleviatheformprovidedintheSAMforSEbrochureoronwww.SAMforSE.org.Allrequesteddatamustbedelivered.Submittedapplicationsareconsideredfinal.ApplicationsshouldbesubmittedinEnglishorSpanish.
TheVouchermustbeusedforabusinessdevelopmentserviceproviderwhowillberecommendedbySiemensStiftung.
ApplicationscanbesubmittedfromApril15thuntilJune 15th.
Anyrecoursetocourtsoflawisexcluded.
Ifyouneedfurtherinformation,pleasecontactusdirectlyatempowering-people-network@siemens-stiftung.org
The Siemens Stiftung about data protection
Theprotectionofpersonaldataisanimportantmatterforus.Consequently,weconductourbusinessactivitiesincompliancewithapplicablelegalprovisionsontheprotectionofpersonaldataanddatasecurity.Theinfor-mationoutlinedbelowwillhelpyouunderstandhowwecollectdata,howwehandlesuchdataandtowhomwemakeitavailable,ifrequired.
General information
1. Personal data
Wedonotcollectanypersonaldata(forexample,names,addresses,telephonenumbersoremailaddresses),unlessyouvoluntarilyprovideuswithsuchdata(forexample,byregisteringortakingpartinsurveysandvoting),youhavegenerallyagreedonit,orifthecorrespondinglegalprovisionsontheprotectionofyourdataallowtheuseofsuchdata.
2. Purpose
Weusethepersonaldataprovidedbyyoutorespondtoyourinquiriesorgrantyouaccesstospecificinformationoroffers.
Furthermore, it may be required
• thatwestoreandprocessyourpersonaldatainordertobeabletobetteraddressyourrequirementsortoimproveouroffers;or
• thatwe(orathirdpartybyourorder)usethepersonaldatatoinformyouabouttheoffersoftheSiemensStiftungorconductonlinesurveysinordertobettercomplywiththeresponsibilitiesandchallengesofourusers.
Ofcourse,wewillprocessyourdataonlyforsuchpurposesifyouhavegivenusyourconsentorifapplicableregulationspermitsuchprocessing.Inaddition,ifyoudonotwishtoprovideyourpersonaldataforthepurposesmentionedabove,inparticulartoimproveourofferwewillbehappytocomplywithyourrequestifyouhavenotifiedus,[email protected].
Wewillneithersellyourpersonaldatatothirdpartiesnormarkettheminanyotherway.
3. Use for a specific purpose
TheSiemensStiftungwillonlycollect,processandusethepersonaldataprovidedbyyouforthepurposeswhichyouwereexplicitlynotifiedaboutwithinthescopeofthisdataprotectionadvice,exceptwhenthecollec-tion,processingoruseofsuchdata
• ismadeforanotherpurposewhichisindirectconnectionwiththeini-tialpurposeforwhichthepersonaldatahadbeencollected,
• isrequiredtoprepare,negotiateandfulfilthecontractconcludedwithyou,
• isrequiredduetolegalobligationsorofficialorjudicialorder,
• isrequiredtoconstituteortoprotectlegalclaimsortoavertclaims,or
• isrequiredtoavoidmisuseoranyillegalactivity(forexample,deliberateattacksonthesystemsoftheSiemensStiftung)inordertoensuredatasecurity.
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Imprint
SAMforSE–ASelf-EvaluationManualforSocialEntrepreneursAprojectbySiemensStiftungincooperationwiththeGermanInstituteofGlobalandAreaStudies(GIGA)
Editor:SiemensStiftungProjectManagement:Dr.BeateGrotehans,SiemensStiftung
Text:Dr.BeateGrotehans,Prof.WolfgangHein(GIGA),Prof.RobertKappel(GIGA)Support:Dr.KerstinHumberg/Yunel,Berlin
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