controversies and agreements in the interface between social enterprise and health

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Controversies and agreements in the interface between social enterprise and health Cam Donaldson Yunus Chair in Social Business & Health Glasgow Caledonian University Presented at Fuse Quarterly Research Meeting 26 th January 2016

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Controversies and agreements in

the interface between social

enterprise and health

Cam Donaldson

Yunus Chair in Social Business & Health

Glasgow Caledonian University

Presented at Fuse Quarterly Research Meeting

26th January 2016

Outline • Moving upstream:

• From third to fifth wave…

• …and in-between

• The place of social enterprise:

• Including a bit about Muhammed Yunus

• What is social enterprise?

• Why do we need to evidence it?

• ‘Evidencing’ it: Why? How? Challenges

• Social finance

28 years

How do we get to the ‘causes of the causes’?

‘Banker to the Poor’

• 1965: Fulbright Scholar

• 1971: Economics PhD from Vanderbilt

• Post Liberation War: returns to Bangladesh to work in government under Nurul Islam and then becomes Head of Economics, at Chittagong University

• 1976: Lends $27 of his own money to inhabitants of Jobra Village

• 1983: Grameen Bank (Village Bank)

• Late 90s–early 00s: Grameen II

• 2006: Nobel Peace Prize jointly awarded to Yunus and Grameen

• Later in ’00s: Social Business

• 2010: Controversies…

• 2012…

It’s a Wonderful Life!

Social enterprise: venturing a definition

• Primary purpose for the common good:

– addressing social vulnerability

• Trading is main source of income:

– actual or aspiring to

• Profits used for social/community benefit:

– not individual benefit

• Assets locked or held for common benefit

• Approach includes being a good employer, democratic, empowering communities, co-operation, social justice

What we are not about

• Replacing the NHS

• Replacing public health

• Promoting benefit cuts

• Corporate social responsibility

But, ‘new relationship’ with government in:

• Not only service provision

• But also something much more pervasive than that

• May require subsidisation (e.g. HealthWORKS)

And recognising that:

• Again, long traditions in European countries

• The interest is in social vulnerability and ‘bottom-up’

Passage from India

Why do we need to ‘evidence’ it?

• Are organisations doing what they claim to

do?...

• …and what other wider societal benefit

might they engender?

Why do we need to ‘evidence’ it?

• Are organisations doing what they claim to

do?...

• …and what other wider societal benefit

might they engender?

• Seeking government attention…

• …and perhaps government resources

Why do we need to ‘evidence’ it?

• Are organisations doing what they claim to

do?...

• …and what other wider societal benefit

might they engender?

• Seeking government attention…

• …and perhaps government resources

But, most importantly…

• Communities themselves

How do we evidence it? People and studies

• 3 to 35 people in 5 years; 11 PhDs:

– Staff, students and interns from Austria, Bangladesh, Canada, China, Egypt,

France, Greece, Italy, Malaysia, Poland, South Africa, Spain

• Studentships: University; international awards; self-funding

• Develop people and disciplines: social sciences, health sciences, humanities

• Smaller studies (funded by Scottish Funding Council) with specific social

enterprises (e.g. Theatre Nemo; WeeEnterprisers)

• Other small grants (£30,000 from Santander Bank; £38,000 from Glasgow

Council for the Voluntary Sector)

• Then some ‘biggies’:

– MRC/ESRC, £1.96m, ‘Developing methods for evidencing social enterprise

as a public health intervention’ (CommonHealth)

– European Commission, €3.17m [€333,425 to GCU], ‘Enabling the flourishing and evolution of social entrepreneurship for innovative and inclusive societies’ (EFESEIIS)

– Chief Scientist Office of Scottish Government’s Health Department, £211,000, ‘Fair credit, health and wellbeing: eliciting the perspectives of low-income individuals’ (FInWell)

The CommonHealth collaboration

FInWell involves working with…

How do we evidence it?

• Conceptualisation

A WORKING HYPOTHESIS

SOCIAL ENTERPRISE: - social mission - trading - no share ownership - etc.

ENGAGEMENT

COMMUNITY Improved

health and well-being

ASSETS AND DEFICITS

INDIVIDUAL

Social capital

Cohesive/ connectedness

Developing a working hypothesis: Conceptual Framework (Mk 1)

Roy M et al. The Potential of Social Enterprise to Enhance Health and Well-being: a Model and Systematic Review. Social Science and Medicine 2014; 123: 182–193.

How do we evidence it?

• Conceptualisation

• Systematic review: – Social enterprise:

• as a public health initiative (Roy et al. again!)

• as an alternative provider of (community health) services

• in specific roles (preventing homelessness and social isolation)

– Microcredit: • short and longer-term impacts on health

How do we evidence it?

• Conceptualisation

• Systematic review: – Social enterprise:

• as a public health initiative (Roy et al. again!)

• as an alternative provider of (community health) services

• in specific roles (preventing homelessness and social isolation)

– Microcredit: • short and longer-term impacts on health

– Challenges of systematic review: • lack of studies; heterogeneity; comparators

How do we evidence it?

• Conceptualisation

• Systematic review

• Populate the model: – Qualitative research:

• Interviews with clients, employees, executives, policy-makers

• Embedded within organisations (‘Passage from India’)

• Financial diaries with microcredit clients

• Q methodology

– Comparative studies: • How do social enterprise clients compare with those in other

settings? (homelessness; social isolation; community-based chronic disease management)

How do we evidence it?

• Conceptualisation

• Systematic review

• Populate the model: – Challenges with primary research:

• generalisability; comparator groups; retention

What is social finance? • Monetary investment in a social policy objective

– Investor get financial return whilst public services are delivered

• Conventional view: trying to bring the discipline and resources of private investment to more ‘social’ goods

• Associated with: – debt crisis – drive to greater efficiency – outcomes-based financing

• Social investment market worth £190m in UK in 2010: – Likely worth a lot more if we include earlier ‘Private Finance Initiative’ – ‘Big Society Capital’, ‘Inspiring Scotland’, ‘Social Investment Scotland’ – Win-win: “opening up serious resources to tackle social problems in new and innovative

ways” (Nick Hurd, UK Minister for Civil Society, 2012) – Cabinet Office Centre for Social Impact Bonds

• Most famous example = HMP Peterborough: – Short-sentenced prisoners (less than one year) – Investor receives 2.5% return if 7.5% reduction in reoffending is achieved, relative to a

control group – Higher rates of reduction trigger higher returns up to maximum 13.3% – Met targets, but suspended!

Two papers by GCU Yunus Centre staff:

McHugh N, Sinclair S, Roy MJ, Huckfield L and Donaldson C. Social Impact Bonds: A Wolf in Sheep’s Clothing? Journal of Poverty and Social Justice, 2013; 21: 247-257.

Sinclair S, McHugh N, Huckfield L, Roy MJ and Donaldson C Social Impact Bonds: Shifting the Boundaries of Citizenship, Social Policy Review 26: Analysis and Debate in Social Policy 2014: 119–136.

Challenges • Measurement and attribution of social outcomes • Unintended consequences:

– Contract terms vs needs – Provider types

• Size and ‘investment readiness’: – ‘shadow state’ – ‘social enterprise readiness’

• Governance: – One less link in democratic accountability

• Further questions about the role of the market – Distortion of social priorities

• Everything is an ‘asset’: an ideological shift • But…evidence…’Ways to Wellness’

Keeping in touch

Yunus Centre for Social Business & Health – http://www.gcu.ac.uk/yunuscentre/ – Email: [email protected]

• Website: – http://www.commonhealth.uk/

• Blog: – https://commonhealthresearch.wordpress.com/