foundations’ emerging roles tackling grand challenges · 2018-01-15 · foundations’ emerging...
TRANSCRIPT
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APRIL20,2017
21stCenturyPhilanthropyinCanada:
Foundations’EmergingRolesTacklingGrandChallenges
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SocialInnovationGeneration(SiG)2
SiGisanationalcollaborativepartnershipfoundedin2007by
seekstoaddressCanada’ssocialandecologicalchallengesbycreatingacultureofcontinuoussocialinnovation.
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Today’sQuestions3
Facing21stcenturysocioeconomic&environmentalcrises,whataretheresponsibilities&rolesfor
grantmakingfoundations?
andWhatrolesdofoundationsplaytocatalyzeanenablingecosystemfor
innovationsuccess?
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Introductiontothispresentation
1. Currentproblemsolving paradigm2. Evolvingphilanthropy
3. Foundationfutures:emerginginnovation paradigm
4. Creatinganenablingregulatoryframework:modernizingthecharityregime
5. Nextstepstoanewsystem
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Organizations&SectorsShiftfromSilostoBigTeams:Somefoundationsadoptingnewmindset,culture&rolesworkingwithothersinhybridcollaborationplatforms.
TopTakeaways:EvolutionofFoundationRoles5
ModernizingCharityRegime:Foundations&charitiesintegralcomponentofemergingsolutionsecosystembutfaceoutdatedrules.
All-sectorsInclusiveInnovationAgenda&Ecosystem:Somefoundationsidentifying“solutionssystem”needs&becomingcatalystspromotingtransitionarchitecture.
DRAMATICSHIFTinFOUNDATIONROLES
SEEINGINNOVATIONasPROJETDESOCIÉTÉ
REVAMPINGINNOVATIONECOSYSTEM
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TheCurrentParadigm
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CurrentcrisesCurrentparadigm
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THEUGLYGlobalsystemsill-equippedfor21st centurychallenges
THEGOODLivingstandardsarerising in
developingcountries
THEBADOECDincomedistributionisbecomingless equitable
CurrentcrisesCurrentparadigm
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SYSTEMICPROBLEMS
REQUIRESYSTEMICSOLUTIONS
CurrentcrisesCurrentparadigm...SYSTEMGAP
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Nowisthetimefor21stcenturyresponsestoaddress21stcenturychallenges.
AnitaMcGahan in“ThePowerofCoordinatedAction”(2015)
GrowingUrgency
“Bydefinition,theseproblemscannotbeaddressedfullybyanysingleorganization,governmentorinternationalagency…Solutionsdependoncoordinatedactionbyinstitutionalandindividualactorsaroundtheworld.”
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HybridDomain 11
Contentadaptedfrom“TheRiseoftheHybridDomain:CollaborativeGovernanceforSocialInnovation”byYukoAoyama&BalajiParthasarathy(2016)
“ ”SocialInnovation
DoubleFailure
StateFailure+
MarketFailure
OrganizationalArrangements
DomainFlexibility• Cross-domain
collaboration• Hybrid
organizations
ScaleFlexibility• GlobalVenture
Philanthropy• Transnational
SocialEntrepreneurship
• Newdesignsforsocialimpacts
• Applicationsofnewtechnologies
The rise of the hybrid domain signifies the shift from shareholder-driven
to stakeholder-driven capitalism on the one hand, and the growing role of civil society
organizations as key stakeholders working in conjunction with the state and corporations
in pursuing social missions on the other.
HybridDomainCurrentStateSolutions
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“Noplansurvivesthestartofthebattle.”(Oldmilitaryadage)
“IfyouwanttomakeGodlaugh,showHimyourplans.”
(Someone’sgrandmother)
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Thanks Ric Young...
Solvingcomplexchallenges =noroadmaps...
OnlyaNorthStar…
...Therefore, use emergentstrategies.
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Evolvingphilanthropy
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EARLY 20thCENTURY
Philanthropyevolvesbeyondresponsibilitybyfamiliesofwealth
HowWeGotHere:NoblesseOblige toSocialInnovation15
LATE20THCENTURYPhilanthropictraditiontransitionsfromsocialassistance tostrategic
initiatives
2000-2017Increasedfocusonsocialinnovation,capacity
building,collaboration,conditionsforscale andall-
sectorapproachesMcConnell’s
Applied Dissemination
Curricula for voluntary sector
leadership
Networks for social change
leadership
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20thCENTURY
Foundationsasexclusivelygrantmakers
fundingindividualgrantees
HowWeGotHere:NoblesseOblige toSocialInnovation16
LATE20THCENTURYFoundationsaddself-managedstrategic
initiativestograntmaking
2000-2017Greaterfocus:capacitybuilding,all-sectorcollectiveimpact,
collaboration,driveforscaleandmeasuringimpact
EXAMPLES
*UnitedWayCI*AmplifierMontreal
*CivicAction*20,000HomesCampaign
*Nourish*TakeChargeonToxics*SlowFishCanada
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FoundationsShiftingfromCapacityBuildingin SocialInnovation toCollaboratingPartnersinSystemChangeenroutetoSustainabilityTransition
17
LATE20THCENTURYPhilanthropictraditiontransitionstostrategic
initiatives
2000-2017Increasedfocusonsocialinnovation,capacity
building,collaboration,conditionsforscaleandall-sectorapproaches
2017-OnwardIncreasedfocuson
generativepartnerships,systemschangeand
transition
19th&EARLY20thCENTURY
Philanthropy:traditionofresponsibilitybyfamiliesofwealthor
privilege
INNOVATING PHILANTHROPY
TODAY’S INFLECTION
POINT
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EvolvingPhilanthropy:FourBigShiftsfrom2000Onwards18
MINDSET SHIFT COLLABORATION
SOCIAL INNOVATION ECOSYSTEM APPROACHES
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1.MINDSETSHIFT● Tacklingrootcausesofcomplexchallenges:outcomesfocused
● Systemsthinking● AnticipatingnewfoundationrolesasparticipantsintheemergingInnovationEcosystem
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Weareinthemidstofacharitysectormindsetshift
20
NEED|BURDEN → OPPORTUNITY|STRENGTH
SYMPTOMS → SOLUTIONS
FUNDRAISING → FINANCING
INDIVIDUALPROJECTS → MULTI-SECTORPLATFORMS
GROWTH → SUSTAINABILITY
INCREMENTALCHANGE → SYSTEMSCHANGE
MINIMUMCOSTS → TRUECOSTS
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Transformingenvironmentfromconstrainedtoenabled21
"ChartingaPathForward:StrengtheningandEnablingtheCharitableSectorinCanada,”MowatCentre (April2017)
Theenablingenvironmentforcharities
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2.COLLABORATION● Allsectorapproaches
○ Civilsociety- academy- business- publicsector○ Hybriddomain→newvaluewhensectors
collaborate○ Powerofnetworks&relationshipbuilding
● Purpose:Shiftfromtransactionaltolongertermtransformationalpartnerships
● Platforms:custombuiltfor short,medium&longterm
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Marketplacedevelopment
Sharedmission Collectiveimpactpartnership
Socialinnovationlabs
Generativepartnership
Ecosystembuilding
Allsectorapproachesforsocialimpact
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FromTransactionaltoTransformationalPartnerships
COMPETE ----through to------COOPERATE | COLLABORATE | INTEGRATE
TypologyofFunderCollaborationbyLizWeaverandMarkCabaj
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1.CommonAgenda CommunityAspiration
2. SharedMeasurement StrategicLearning
3.MutualReinforcingActivities HighLeverageActivities
4. ContinuousCommunicationInclusiveCommunityEngagement
5. Backbone ContainersforChange
MovingtowardsCollectiveImpact3.025
TheFiveConditions
LeadershipParadigmMovementBuildingManagement
FROM(FSG)TO(CABAJ-WEAVER)- Collectiveimpact3.0
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3.SOCIALINNOVATION● Innovationseekingpositivesocialandecologicalimpact
● Focusonrootcauses● Focusonsystemchange● Focusondurability,scaleandImpact
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Theriseofthesocialinnovationfield27
BCE- 1800 1800- 1960 1960- 2000 2000- PresentSocial
Innovation:HumanIngenuity
SocialInnovation:Evolving,but
InvisibleConcept
SocialInnovation:EmergingField,BigSuccessesare
Movements
RiseoftheSocialInnovator&
LinkstoSystemChange
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2016
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Socialinnovationisgloballyrelevant,with
nationalsocialinnovationstrategiesrecognizedasa
criticalenablingcondition.
CANADARANKEDTHIRDINTHEWORLDFORSOCIALINNOVATIONIN2016
The Economist Develops First Ever Global Index
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4.ECOSYSTEMVISION● Ecosystemsenablesolutionsplatforms
● Manyactors,sectors,programs,policies- together- createnewformsofvalue&empowerlargescaleimpacts
● Ecosystemscanbeintentionallyshaped&strengthened
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Asolutionsecosystemiswhere“alltheelementstogetherdrawstrengthfromthediversityofcontributionsthatcollectively
targetallaspectsofagivensocialchallenge.”-- WilliamEggersandPaulMacmillan,
TheSolutionRevolution(2013)
Theenablingconditionsforcollaborationsuchthatcollectiveimpactis
greaterthanthesumofitsparts.
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Whatdowemeanbyecosystem?
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EcosystemApproach:MondragonSuccessConditions
1. ASocialInnovationEcosystem“Mondragonisasocialinnovationecosystem…[a]complexnetworkofinterdependentorganismsthatenable,maintain,&strengthenoneanotherthroughtheirinteraction…[building]akindofsustainable‘constellation’basedapproach…”
2. Values-ledbusinessCooperation,Participation,SocialResponsibility,&Innovation.
3. MONDRAGONisasocialmovement
Aco-operativebusinessorganizationofintegrated
autonomousandindependentcooperatives
March 2017
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Emerginginnovationparadigm:Foundationsseeingtheirroleasparticipantsin...● Systemschange● Generativeinnovationpartnerships
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InnovationParadigm:Systemschange
Foundationsareincreasingly:● Exploring systemschangeapproaches● Recognizing thattheyarenotindividualagentsworkingalone
tosolveadiscreteproblem● Engaging withthebreadthofstakeholdersandchangemakers
relatedtotheirmission● Engaging withthecomplexityoftheproblemitself
● Exploringhowtheycancreatetheconditionsthatenablechangetohappenandhowtobestserveasaplatformforsystemicaction
From“FundingSystemsChange:ChallengesandOpportunities”bySocialInnovationExchange,SocialInnovationGeneration,ForumfortheFutureandTheSystemsStudio(April2017)
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MidwestEnergySystemsMap
From “Transformer:Howtobuildanetworktochangeasystem– ACaseStudyoftheRE-AMPEnergyNetwork,”MonitorInstitute(2010)
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1. Startbyunderstandingthesystemyouaretryingtochange
2. Involvefundersandnonprofitsasequalsfromtheoutset
3. Designforanetwork,notanorganizationandinvestincollectiveinfrastructure
4. Cultivateleadershipatmanylevels5. Createmultipleopportunitiestoconnectand
communicate6. Remainadaptiveandemergent– and
committedtolong-termvision
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RE-AMPLessonsforFoundations&CSOs
From “Transformer:Howtobuildanetworktochangeasystem– ACaseStudyoftheRE-AMPEnergyNetwork,”MonitorInstitute(2010)withthankstoDarcyRiddell
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Leveragingasystemsmindsetandanecosystemapproach,generativepartnership
modelsoffer:
Adaptive+emergent+collaborative+impact-focused
INNOVATION PLATFORMStodevelopsolutionstocomplexproblems
InnovationParadigm:GenerativePartnerships
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SharedPlatforms
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● SupportingSocialImpactR&D:“SocialR&D”○ ExpandGrantmakingforR&D○ SupportingnonprofitSocialR&Dmovement
● ThinkingEcosystem○ Foundationstrategiesseeingthemselvesaspartof
aninnovationecosystemtacklinggrandchallengesandthereforeseekingtheircomplementaryrole
● Investing&BuildingNewPlatforms○ Experimentingwithagileplatformsconnecting
partnerstacklingcomplexchallengestargetingspecificoutcomes
FoundationRoles:ShiftingToInnovationThinking
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CreatingAnEnablingRegulatoryFramework:ModernizingtheCharityRegime
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“...Canada’scurrentsystems,structures,policiesandlegislationcouldbeviewedasrisk-averse,outdated
andconstraining,limitingopportunitiesforinnovation,experimentation,revenuegenerationandcross-sectorcollaboration.”
LisaLalande&JoanneCaveChartingaPathForwardStrengtheningand
EnablingtheCharitableSectorinCanadaMowatCentreApril2017
Systemschange:UnleashCharities’InnerInnovatorModernizeCRARules&AppointCabinetChampion
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Systemschange:CRA&CharitiesModernize20thCenturyRules likeothercountries…
ON MARCH 26th THE UK HOUSE OF LORDS ISSUED 150 PAGE REPORT WITH 100 CONCLUSIONS INCLUDING
42 RECOMMENDATIONS TO STRENGTHEN CHARITIES
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REGULATORY+POLICYBARRIERSFACECROSS-SECTORINNOVATION
1. 400-yearoldElizabethanPoorLawDefinitionof“Charity”a. Onlypermissiontotacklesymptoms,notrootcausesb. Narrowcharitablepurposes:NoSolutionsJournalism,etcc. Oppositiontocross-sectorpartnershipsofferingwin-win-win
2. Arbitrary&bureaucratic“earnedincome”rules,e.g.90%volunteer-runversustest“surplusappliedtomission”
3. Policychill:outdatedpolicy(“politicalactivities” test)4. Nocivilsocietychampion atfederalCabinettable5. Noall-governmentpolicyframework forenablingcivilsociety6. Nofederalinclusiveinnovationpolicyframework linking
technology,science,businessandsocialinnovation
Systemschange:UnleashCharitiesasInnovatorsModernizingCRACharityRules
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Nextstepstoanewsystem
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Foundations&
Grantmakers
CapacityBuilding&Talent
Development
SocialInfrastructureBank*SolutionsFinance*SocialFinance*Crowdfunding
PublicSectorEnablers
InnovationScalingSystems&ChallengePlatforms
CommunityHubs,Clusters+EcosystemFieldBuilders
Centre(s)
forSocialEvidence,Foresight,WhatWorks
Pro-bonoMarketplaceforSkills-BasedVolunteering
KeyAction&KnowledgeNetworks OpenData
Portal(s)/Platforms
SOCIALINNOVATIONECOSYSTEM
SolutionsLabs
SolutionsInnovationEcosystemStrengthenedwithan
EnablingPolicyFrameworkModernizedCharityRegulatoryRegime
Cross-SectorPolicyTable
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NextSteps:Foundations’EvolvingRolesFoundationsStaffShiftfromManagingGrantstoBuildingDeepRelationships&SupportingSolutionsEcosystemsonCanada’sGrandChallenges:● Conveningcoalitions● Supportingpartners
1 2 FoundationsShapeCross-SectorCapacity:Foundationsshare socialinnovationapproaches&toolswithpublic/privatesector/CSOstoenhanceprofessionalcapacityofallsectorstoworktogether
FoundationsIdentifyGapsintheSolutionsInnovationEcosystem:Foundationsleadasadvocatesforfillingecosystemgaps● Architecting&catalyzing
newsocialinfrastructure
3 InnovationasProjetdeSociété:FoundationsbecomeadvocatesforaligningCanada’sinnovationagendawithsolvingsocialinequality&climatechange
4
FoundationsRecognizeNeedToBeProactiveandPromoteAnEnablingRegulatoryRegime:Foundationspromotemodernizationofthecharity&non-profitregulatoryregimerequiredtounleashtheinnovationcapabilitiesoffoundations&theircharitypartners
5
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Thankyou!
Formoreinformation,pleasecontact:
TimDraimin- [email protected]
www.sigeneration.cawww.sigknowledgehub.comTwitter:@sigeneration
SpecialthankstomySiGcolleagues:KelseySpitz&KarenGomez