Social Return On InvestmentSROI

12 de dezembro de 2013

ondas do ISP Corporativo

Ação social da empresa

RSC e ISP

Reputação

Integração com o Negócio

Doação como parte dos valores da empresa e da famíliaMobilização de funcionários

Pauta da Responsabilidade Social EmpresarialCriação de Institutos e Fundações Empresariais

Consumidores mais conscientesAssociação positiva gera ganhos de imagem da empresa

SustentabilidadeLicença Social para operar

anos 90

Anos 2000

Anos 2010

Diagnóstico

PlanejarImplantar

Avaliar

Serviços para empresas

Portfolio de Serviços

Fase Serviços

Revisar estratégias e políticas atuais

Entrevistas com executivos/conselho

Análise de Dados

Planejamento Estratégico

Políticas de ISP

EducaçãoCoaching

Estratégias de Funding Endowments

Orçamento Anual

Estruturação de Fundações e ONGs

Desenho de Programas e Projetos

Definir Modelo de parcerias

Um parceiro (IDIS ex. BT)

Grantmaking com parceiros diversos

(IDIS ex. HSBC)

Desenvolvimento Comunitário

(IDIS ex FLUPP)

Due Diligence / Validação

Grantmaking

Implantação de Projetos Sociais

1. Processo de seleção de parceiros

2. Processo de monitoramento

3. Voluntariado4. Estratégias de

Fundraising para ONGs

Avaliação de Projetos e Programas Sociais

Avaliação de Impacto

Diagnóstico

Planejamento

Implantação

Avaliação

GovernançaConselho DeliberativoCelso Varga – PresidenteHenrique H. Ubrig – Vice PresidenteCarla Maria Cordery DupratConsuelo YoshidaMaria Lúcia de Almeida Prado e SilvaZilda Knoploch

Conselho FiscalHelio Nogueira da CruzMaria Elena JohannpeterWalter Piacsek

Diretor Presidente: Marcos KisilDiretora Executiva: Paula Fabiani

Criado em 1999, o IDIS é uma organização da sociedade civil que dá suporte técnico a investidores sociais familiares ou corporativos.

Alguns dos principais clientes:

Parcerias Técnicas

Escritórios: EUA Austrália Brasil (IDIS) Bulgária Índia RússiaÁfrica do Sul Reino Unido

Rede internacional na qual o IDIS é parte e atua:• Na criação de um ambiente que favoreça o investimento social• Oferecendo soluções para doadores• Apoiando o terceiro setor

CAF International Network

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• Founded in 1986; UK’s largest independent think and do tank

• Inspired by 3 principles: Sustainable

development Social justice People’s well-being

• Social enterprise founded and owned by nef in 2008 • We prove and improve true social, economic and

environmental impact Recognised experts in Social Return On Investment (SROI) and well-being measurement.

• Worked with over 100 organisations in UK, Asia, Australia, Africa, North America.

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Global context – why are we interested in measuring social, economic and

environmental impact?

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Environmental issues

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Economic issues

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Social issues

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The challenge and solution

Measurement across the ‘triple bottom line’

The environmentThe economy People

What is social impact

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• Government interest– Economic crisis limited resources value for money– Brazil: after OECD report government interested in

public regulatory impact measurement

• NGO interest– Prove social impact funding– Improve social impact create more change– Transparency & accountability

• Corporate interest– Improve impact of investments– Transparency, accountability & value for money– Innovation & reputation– Brazil: B Corps / Sistema B

• Investor interest– Development of ‘social impact investing’ desire to

have evidence of impact

Trends by stakeholder

Global corporate trend in planning for impact measurement activities in 2013

Source: http://www.accprof.org/members/2013_trendreport/files/inc/48d8258409.pdf

Different methodologies

GRI – The Global Reporting Initiative : sustainability reporting guidelines that help organisations to report on the economic, environmental, and social dimensions of their activities, products, and services. 

IRIS – Impact Reporting and Investment Standards. It enables comparisons and performance benchmarking, two critical functions that impact investors have identified as necessary for the growth of the impact investing industry.

SROI – Social Return on Investment, is an outcomes-based measurement tool that helps organisations to understand and quantify the social, environmental and economic value they are creating.

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SROI is a way of understanding how effectively money is spent

SROI = [Value of benefits]

[Investment]

• It considers triple-bottom-line benefits and investments (economic, social, environmental)

• It is an outcomes based evaluation• It measures change that matters to

stakeholders• It can be evaluative or forecastive

A closer look at SROI…

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• Programme ran in the town of Alteria, Brazil

• Beneficiaries: young people and their family

• Activities: detox, counselling and support into employment

875.000 Reais has been invested in the project

DASP wants to know the real difference it is making.

What is the value of what it is doing?

Drug Abuse Support Programme

(DASP)

No. of parents engaged with the project

10 employment workshops completed

Number of counselling sessions attended

25 young people attend detox clinic

Better family life

Improvement in physical health

Better financial situation

30% increase in emotional well-being

Output OutcomeFocus on outcomes

10 employment workshops completed ? Better financial

situation

Only measuring here will enable us to see the

real difference we have made

1. Speak to beneficiaries

80 young people

“What’s changed for you?”

“Better financial situation”

2. Measure the change

70 young people

How many young people attended the employment

workshops?

How many of these young people gained employment?

Didn’t find work

3. Recognise not all of the change is down to your project

How many would have got a job anyway?

20 young people would have got a job anyway

50 young people

4. Value the change

12.000 Reais

Change in financial situation

SO 50 people x 12.000= 600.000 Reais

Improvement in physical healthHow do we value ?

How much would people be willing to pay for improved physical health

How much a drug detox programme cost

Improvement in physical health

Better family life

Increase in emotional well-

being

600.000 Reais

450.000 Reais

800.000 Reais

500.000 Reais

Change in financial situation

TOTAL: 2.350.000 Reais

Total value of benefits: 2.350.000 Reais

Total value of investment: 875.000 Reais

SROI = [Value of benefits] [Investment]

= 2.67 Reais for every 1 Real invested

Why measure social impact?

Improve reputation with customers and therefore increase sales. Understand supply chain risk.

A vehicle for engaging with local and national politicians to influence policy making

To understand the value its employees generate from volunteering

Prove it!To the government, your customers.

Be proud and shout about what you’ve achieved

Improve it!Make an even bigger difference

to people’s lives next time!

Social Return On InvestmentSROI

12 de dezembro de 2013