Launch of Impact Measurement Project

Transcription

1 Audit. Advise. Achieve. Launch of Impact Measurement Project Stephanie Robertson Brendan Baines LBG Canada June 8, 2015

2 Introductions 2

3 SiMPACT-at-a Glance LBG Canada Network Community Investment, Employee Volunteering & Giving Policy Development & Implementation Strategies Metrics Business & Community Decision-Making Frameworks to Guide CI, EV & EG programming Communications for Community Investment Impact Measurement Framework (Business, Community, NPO Social Return on Investment (SROI) 3

4 LBG International 4

5 LBG Model The Global Standard 5

6 LBG Canada 2016 We ve made a number of changes to our community investment program over the last two years. And I think much of those changes have been spear headed because of our LBG Canada membership. Kia Pyrcyz Senior Community Investment Advisor 6

7 Audit. Advise. Achieve. Audit Advise Achieve Adopt a recognized global standard and report results with greater ease, clarity and focus. Gain insights and tools to maximize community investment performance. Demonstrate the strength of community partnerships and measureable impact for business and society. 7

8 Why Audit? 8

9 Challenges of Community Investment Community investment means different things to different audiences Valuing community investments varies between organizations Reporting focuses on dollars not impact Approach varies by business unit, branch, region, etc. - a challenge to meeting objectives Lack of consistent investment and impact data Never before have corporations and companies been under such constant 24/7 spotlight, the expectations of stakeholders have never been higher. What this really means is the importance of taking a shared value approach to community investment. The LBG Model has never been so salient Cyril Elbers Manager, Corporate Social Responsibility 9

10 LBG Canada Audit & Review Investment $ Administration S Communications Performance Program Structure Guidelines Reporting. 10

11 Insights & Opportunities Year-on-Year (Company) Sector Peer Regional Portfolio Size 11

12 A Recognized Symbol of Quality 12

13 Volunteering and Giving Challenges Volunteering programs are the flavour of the day Yet volunteering means different things to different audiences (program value, working hours versus non-working hours, ) Many variations in programming (team, versus corporately organized, individual time, flagship program ) Not universally recognized as a business activity, value not understood By being a member of LBG Canada it has really helped with our employee giving program. We really used the data that LBG Canada has provided back to us in terms of structuring our employee giving program how we structured our donation matches our employee volunteer grants Joel Longland Community Investment Specialist Available resources often inadequate to meet goals 13

14 Volunteer Participation Trends 2015 Participation in volunteering programs as been increasing over the last three years Companies identify increase in employee interest (58%) and enhanced executive support (55%) as reasons for increased participation 14

15 Changing Expectations 2015 Volunteer programs are increasingly seen as a means to create business value. In 2015, only 6% of companies in LBG Canada report that goals for corporate volunteer programs were not incorporated into their strategy. A significant decrease from 25% in

16 Key Challenges 16

17 Management Insight 2015 Of the companies offering DwH volunteering, only 68% report having guidelines for management approval of time off to volunteer and only 60% report that the process for obtaining time off is clear and well documented. These types of management insights can help companies improve their internal processes for increased program participation. 17

18 DwH Programs

19 DwH Guidelines in Place

20 LBG Canada Company Example (2014) Specific budget allocation Adequate staff resourcing Clear definitions of personal and corporate volunteering Materials in orientation Formal communications strategy Employee experience evaluation Community partner feedback Guidelines for health and safety Five types of NwH offering, seven types of DwH Despite all these best practices, still saw a decline in participation 20

21 LBG Canada Company Example 2015 Specific budget allocation Adequate staff resourcing Clear definitions of personal and corporate volunteering Materials in orientation Formal communications strategy Employee experience evaluation Community partner feedback Guidelines for health and safety Reduced # of options, increased participation 21

22 Staffing of Volunteer Programs 2015 There is still a staffing gap for various volunteering programs, with 36% of companies responding that DwH volunteer programs are not adequately staffed. Few companies have employees managing the volunteer programs fulltime. 22

23 Evaluation Stakeholder Experience A decreasing number of companies are evaluating employee experience. Less are also asking community partners for feedback on corporate-run events. This feedback plays an important role in informing continuous improvement 23

24 Measuring the Value Social Return on Investment Example: TD Money Matters Measure the value to all stakeholders: Community and TD 24

25 Audit. Advise. Achieve. LBG Canada Overview and Service Offering Stephanie Robertson Founder & CEO SiMPACT Strategy Group LBG Canada

26 Overview of the I&O Report Emerged in response to increased demand for performance data and information Illustrate company performance data internally year-on-year and externally with sector and peer comparisons Inform internal analysis and decision Aid in external reporting 26

27 Benchmarking Performance Company year-on-year trends Company Sector benchmarking Company Sector LBG Canada 27

28 Employee Engagement Report 28

29 Employee Engagement Report 29

30 Employee Engagement Report 30

31 Employee Engagement Report 31

32 Employee Engagement Report 32

33 The Survey 33

34 The Survey The LBG Canada Volunteering Survey will be submitted on June 15 th. Responses are expected by Thursday, June 30 th at 5pm. 34

35 Who wants to measure impact of volunteering? Non-profit partner feedback 52% Media coverage 24% External recognition by government 12% External recognition by customers 8% # of employees engaged in skill development opportunities 64% Employee feedback on their volunteer experience 60% # of group volunteer projects conducted 32% # of employees volunteered 20% # of volunteer hours donated 20% 0% 10% 20% 30% 40% 50% 60% 70% 35

36 Impact Measurement Framework (IMF) Building off of work done by LBG UK: Making a Difference Launching a Canadian version of the Impact Measurement Framework Shifting focus from what companies invest into to what that investment achieves Goal: A simple tool that helps companies capture the impact of their community investments 36

37 Old LBG Model View 37

38 LBG Model Today 38

39 IMF Objectives Purpose To make available in Canada, a straight-forward framework that enables companies to map, assess and report on the impact of community investments. Objectives Confirm IMF structure and key indicators in core impact areas Develop tools to assess community, business & employee impact Build guidance and share tools to enable companies to report more effectively Increase understanding of the value of CI 39

40 IMF Reporting Example XXX XXX XXX 40

41 Steps to Impact Mapping Process In order to report on impact more effectively, two key steps need to occur. The IMF focuses on working with companies to a) map out investment objectives per beneficiary group, and then b) assess when the objective was achieved. 41

42 IMF Framework 42

43 Depth of Impact (for illustration) Impact Connect Awareness, Understanding Improve Ability, Action, Seeing Results Transform Accomplish, Achieve People Raise awareness Get involved Behave differently Organizations Bring people together Offer additional services Operate differently Environment Employees Transfer knowledge Use new knowledge Take on a new role Company 43

44 Addressing substance misuse Reduction in anti-social behaviour Increased attendance at school Increased sporting/fitness activity Eating more healthily Making informed choices Stopping criminal activity More energy efficient Positive attitude to authority (e.g. school, police) Positive attitude to school / higher education Positie attitude to subjects (e.g. science) Positive attitude to career progression Benefits to people Skills and personal effectiveness, e.g.: Making a positive change in people's attitude Increased or behaviour, academic e.g.: achievement Increased awareness (e.g. of environment) Increased employability Increased literacy Increased numeracy Ability to manage finances Business skills Better parenting skills Interpersonal communication skills Negotiation / refusal skills Empathy skills Cooperation and teamwork Advocacy skills Decision making / problem solving skills Critical thinking skills Stress management skills Time management skills Quality of life Improved physical health Access to clean water Access to health facilities Increased life expectancy Access to medicine Improved nutrition Improved financial situation Access to educational facilities Access to finance / microfinance Access to state benefits Opportunity for employement Imprived access to shelter / housing Access to basic services (heat, light, etc.) Able to access information / public services Increased independence Increased confidence / self esteem Increased community safety Reduced isolation Dignity (at end of life) Enabled engagement in the community Increased access to culture / leisure Increased access to green spaces Access to justice / legal services mmunity y Indicators Indicators Benefits to people Making a positive Addressing change substance in people's misuse attitude or behaviour, e.g.: Addressing substance Reduction misuse in anti-social behaviour Reduction in anti-social Increased attendance behaviour at school Increased attendance Increased at sporting/fitness school activity Increased sporting/fitness Eating more healthily activity Eating more healthily Making informed choices Making informed Stopping choices criminal activity Stopping criminal More activity energy efficient Positive attitude to authority (e.g. school, police) More energy efficient Positive attitude to school / higher education Positive attitude to authority (e.g. school, police) Positie attitude to subjects (e.g. science) Positive attitude to school / higher education Positive attitude to career progression Positie attitude Skills to subjects and personal (e.g. effectiveness, science) People e.g.: Positive attitude Increased to career academic progression achievement Skills and personal Increased effectiveness, awareness e.g.: (e.g. of environment) Increased academic Increased achievement employability Increased awareness Increased (e.g. literacy of environment) Increased employability Increased numeracy Increased literacy Ability to manage finances Increased numeracy Business skills Ability to manage Better finances parenting skills Interpersonal communication skills Business skills Negotiation / refusal skills Better parenting skills Empathy skills Interpersonal Cooperation communication and skills teamwork Negotiation / Advocacy refusal skills skills People Empathy skillsdecision making / problem solving skills Cooperation and Critical teamwork thinking skills Advocacy skills Stress management skills Decision making Time / problem management solving skills skills Critical thinking Quality skills of life Stress management Improved skills physical health Time management Access skills to clean water Quality of life Access to health facilities Increased life expectancy Improved physical health Access to medicine Access to clean water Improved nutrition Access to health facilities 44Improved financial situation Increased life Access expectancy to educational facilities Access to medicine Access to finance / microfinance Improved nutrition Access to state benefits Provide new Reached mo Wider impa Deeper imp Improved m Reduced pa Organizations Improved H Increased th Helped to lo Make cash s Increased m Access to ot Benefits to organizations Benefits to Improved organizations Taken on m or new services, e.g.: Increased n Improved Provide or new services, new services e.g.: / products Training for Provide new Reached services more / products or more time with clients, e.g.: Environmen Reached more Wider or impact more time with clients, e.g.: Direct envir Wider impact Deeper impact Protect and Deeper impact Improved management processes, e.g.: Protect end Improved Reduced management paperwork; processes, more e.g.: efficient processing Improve / c Organizations Reduced paperwork; Improved HR more function efficient processing Conserve pr Organizations Improved Increased HR function their profile, e.g.: Environment Decrease w Helped to lobby for legislative change Increased their profile, e.g.: Reduce gree Make cash savings / improve financial situation Impact on e Helped to lobby for legislative change Increased media recognition People enga Make cash savings / improve financial situation Access to other sources of funds / resources Increased (leverage Increased Taken media on recognition more staff or volunteers; Improved e Access to other Increased sources number of funds of staff / resources (leverage) Reduced wa Taken on more Training staff for or staff volunteers; / voluteers Increased Environmental number of staff benefits Training for Direct staff environmental / voluteers impact, e.g.: Environmental Protect benefits and/or replant tree stocks Direct environmental Protect endangered impact, species e.g.: Protect and/or Improve replant / conserve tree stocks waterways Protect endangered Conserve protected species land / sites Environment Decrease waste to landfill Improve / conserve waterways Reduce greenhouse gas emissions Conserve protected land / sites Impact on environmental behaviour, e.g.: Environment Decrease waste People to engaged landfillon environmental issues / activity Reduce greenhouse Increased levels gas emissions of recycling Impact on Improved environmental energy behaviour, efficiency e.g.: People engaged Reduced on water environmental usage issues / activity Increased levels of recycling Improved energy efficiency Reduced water usage Current List of IMPF Community Impact Indicators (to be tested in the Canadian Context)

45 Business Indicators Benefits of volunteering for employees Job-related Skills Adaptability Teamworking skills Communication skills Influencing / negotiation skills Problem solving skills Leadership skills Planning & organization skills Decision making Maximizing performance of others Customer Focus Excellence and continuous improvement Business awareness Employees 45 Technical / professional skills Personal wellbeing Self confidence Sense of well-being / happiness Understanding of and empathy with colleagues Awareness of wider social issues Increased job satisfaction Pride in the company / my job Increased commitment to the company Motivation Understanding of community issues Empathy with other people Behaviour change Undertake more volunteering Recommend volunteering to a colleqgue Talk positively about the company Do job better Benefits of volunteering for the business Human resource benefits Retention Recruitment Morale Company Awareness of wider social issues Increased job satisfaction Pride in the company / my job Increased commitment to the company Motivation Understanding of community issues Empathy with other people Behaviour change Undertake more volunteering Recommend volunteering to a colleqgue Talk positively about the company Do job better Benefits of volunteering for the business Human resource benefits Retention Recruitment Morale Team building Pride in the company Improved employee 'proposition' Stakeholder relations / perceptions Value / impact of press coverage Improved relationship with Government / regulators Building stakeholder trust Improved relationship with the community Known as employer of choice Business generated Increased sales Increased sales leads Operational improvement delivered Better able to meet customer expectations Transfer of employee volunteer skills to business Increased cooperation among departments Uplift in brand awareness Brand building / profile Increased site visits Increased media coverage Current List of Employee & Business Impact Indicators (to be tested in the Canadian context)

46 International `Happenings` ON LBG (Non-profit LBG Model) Organización Non-Lucrativa Benchmarking Group 46

47 International `Happenings` ON LBG (Non-profit LBG Model) 47

48 For more information: Calgary: (403) Stephanie Robertson, CEO & Founder, Join us on LinkedIn Follow us on Twitter 48