appendix zero desperdício measuring performance with a

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APPENDIX

Zero Desperdício –

Measuring Performance

With a Balanced Scorecard

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Appendix

Annexe 1 – Zero Desperdício’s Strategy Map

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Annexe 2 – Zero Desperdício’s Balanced Scorecard

Financials

Objectives Lag Indicator Lead Indicator Measurement Method Target Verified Result

Initiative

Sustainable Financial Performance

1.a. – Investor diversification

ratio (Herfindahl Index)

1.a. – (Percentage of Financial donator contribution1)^2+(Percentage of financial donator contribution2)^2...

<2500

7666

Look for diverse sources of investment

2.a. – Surplus Margin Ratio

2.a. - (Revenue – Expenses) / Revenue

≥0

- 26,93%

Respect the budget agreed

Proper Channeling of Financial Resources

1.b. – Administrative Cost Ratio

1.b. – Administrative costs/ Total Revenue

≤12%

10,20%

Avoid having administrative costs weighing more than

program costs

2.b. – Program cost ratio

2.b. – Program cost / Total Revenue

≤ 28%

13,83%

Avoid having administrative costs weighing more than

program costs

3.b. – Wage Ratio 3.b. - Annual wage / Total Revenue

≤60%

108%

Avoid spending beyond the budget stipulated

4.b. – Fundraising Ratio

4.b. – Fundraising expenses / Funds raised

Avoid spending too much on fundraising (both time

and money)

5.b. – Ocupation cost per m2

5.b. – (Rent + utilitaries + expenses) / m2

≤15

12,53

6.b. – Ratio of fixed costs over variable costs

6.b. – Fixed costs / Variable costs

≤0,61 8,1805

Avoid spending beyond the

budget stipulated

Internal Processes


Initiative

Success in expanding the number of managing entities

1.a. - Annual retention rate

(%)

1.b. – Nr of managing entities

1.b. – Annual quantification of the nr of managing entities

≥ 7

11

Establish contacts and

build on the network of contacts to reach more

potential entities 1.a. (1 – Nr of entities that

left the program at the end of the year / nr of entities at the beggining of the year) x100

100%

100%

Success in increasing the adhesion of receiving entities

1.a. Semiannual retention rate (%

1.b. – Total nr of receiving entities that adhered to Movimento Zero

Desperdício

1.b. – Semiannual quantification of the total nr of receiving entities that adhered

≥ 75

62

Establish contacts and build on the network of contacts to reach more


left the program at the end of the year / nr of entities at the beginning of the year) x100

≥ 98%

98,28%

4

Success in increasing the adhesion of donating entities

1.a. - Semiannual retention rate

(%)

1.b. Nr of donating entities that adhered to Movimento Zero

Desperdício

1.b. – Semiannual quantification of the donating entities that adhered to the movement

≥ 185

188

Establish contacts and build on the network of contacts to reach more


left the program at the end of the semester / nr of entities at the beginning of the semester) x100

≥ 95%

94,19%

Customer


Initiative

Receiving entities that are capable of complying with the HSA

procedures

1.a. – Percentage of receiving

entities cable of complying with the minimum criteria of the

HSA procedures (%)

1.b. – Percentage of receiving

entities that were capacitated

(annual)

1.b. – Nr of receiving entities that were capacitated in the present year / Total nr of receiving entities in that year x100

≥ 30%

44,59%

Focus firstly on making all entities reach the minimum criteria

2.a. Average rate of compliance with the HSA

procedures (%)

1.a. – Nr of receiving entities capable of complying with the minimum critieria of the HSA procedures / Nr of receiving entities that were capacitated x 100

100%

37,5%

2.a. – Sum of all the percentages of criteria fulfilled by each receiving entity / Total nr of receiving entities that were capacitated x 100

≥50%

50,57%

Guarantee a fast identification of a receiving entity for the food surplus

of the donating entity

1.a. – Average of the time spent in

identifying a receiving entity

for the food surplus of a

donating entity

1.a. – Calculation of the time spent in average (Time spent1 + Time spent2 + …. / Total nr of identifications)

≤ 15 days

Create a database that matches institutions

according to geography, dimension or other

relevant criteria

Social Impact


Initiative

Increase in the reutilization of food surplus

1.a. – Monthly tendency rate of the evolution of the food surplus recovered (%)

(Moving average of 6 months)

1.b. – Moving average of the

quantity of food recovered (6

months)

1.b. (Sum of the quantity of the 6 months) / 6

≥45 tons

49,61 tons

Create a database that allows to match entities

according to geography or availability and therefore

increase speed in the process

2.a.- Qualitative rate of the food surplus received that is reutilized

1.a. – (Average of the present 6 months / Average of the 6 months before the present month -1) x100

≥ 1%

-1%

3.a. - Percentage of food surplus

recovered

2.a.. – Perform a survey to measure the Frequency (5-Never, 4-Few times; 3-Frequently; 2-Most Frequently; 1-Always) of complaints and then rate each entity's answer from 1 to 5 and compute an average

≥4

4

5

3.a. - Food surplus recovered / Food surplus produced x 100

≥10%

4,91%

Reduce the food scarcity in the population in need

1.b. – Food surplus

distributed among the

population in need (kg)

1.b. – Quantification of the food surplus distributed (kg)

Create a database that identifies areas with

population in need and how many are covered by

the network of Zero Deseperdício

2.b. - Receiving entities out of the

ideal ratio zone for kg of food

surplus recovered per individual in

need

2.b. – Nr of entities out of the ideal ratio zone / Total nr of entities x 100

≥95%

60%

3.b. - Semiannual rate of the

evolution of the nr of people

supported (%)

3.b. - (Nr of people in need that were supported by the

program in the present semester / Nr of people that

were supported by the program in the previous

semester - 1) x 100

≥5%

24,36%

Generate awareness about the theme of the food waste

1.a. – Rate of the quality of the

electronic materials in promoting awareness

1.b. – Quantity of didactic material (physic format)

distributed

1.b. – Annual quantification

0

18160

Improve the quality of the material according to feedback suggestions

2.b. – Nr of visualizations

from electronic material made

available

2.b. – Check the visualizations according to the online platform used

≥5000

1.a. – Surveys to verify how the electronic materials provided changed their awareness about the theme and then: People that had their awareness increased / People that answered x 100

≥ 75%

Innovation & Growth


Initiative

Increase replication of the Movimento Zero Desperdício at a

national level

1.a. –Percentage of replications

that still operate at a national

level

1..b. Nr of replications at a

national level

1.b. – Quantify the nr of replications at a national level

≥ 20

20

Make use of the network of contacts or any possible

familiarity with certain geographic areas where it may be more feasible to

replicate

1.a. – Nr of national replications that still operate / Total nr of national replications x 100

≥90%

93,75%

Increase the tecnological capacity

1.a. Entities in Lisbon capable of

using the platform

provided by Project Force (%)

1.b. - Nr of new software or other

type of technological

resources implemented

1.b. - Annual quantification

≥1

2

Investigate potential strategic partnerships or

alliances that allow to implement more

developed technologies

6

Increase the tecnological capacity

2.a. - Total success rate of

the implementation

of new technologies

1.a. - Nr of entities capable of using the platform / Total nr

of entities x 100

100%

Investigate potential strategic partnerships or

alliances that allow to implement more

developed technologies 2.a. - Nr of new technologies implemented that were a

success / Nr of technologies implemented x 100

100%

100%

Attain a team staff that is qualified in the field of Management or Social

Entrepreneurship

1.a. Workers with a bachelor degree or higher

in the field of Management (%)

1.b. – Nr of workers with a

bachelor degree or higher

1.b. – Quantification

3

1

Establish partnerships with universities

2.a. –Workers with a bachelor degree or higher

in the field of Social

Entrepreneurship (%)

1.a. – Nr of workers with a bachelor degree or higher in the field of Management / Nr

of workers x 100

33,33%

100%

2.a. – Nr of workers with a bachelor degree or higher in

the field of Social Entrepreneurship / Nr of

workers x 100

33,33%

0%

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Annexe 3 – Sub-Balanced Scorecard for Donating Entities (Pilot with Jumbo);

Receiving Entities (Associação Melhoramentos de Eixo); and Managing Entities

(Câmara Municipal de Lisboa)

Sub-Balanced Scorecard for Donating Entities (Pilot with Jumbo) Financials

Objectives Lag Indicator Lead Indicator Measurement Method

Target Verified Result Initiative

- - - - - - - Internal Processes



Reduction of the food surplus produced

1.a. – Rate of the food surplus

produced by the donating

entity (%)

1.b. – Quantity of food surplus

produced monthly by the

donating entity

1.b. – Quantification (kg)

5544kg

Raise awareness within the staff

1.a. – (Food surplus produced in the present month / Food surplus produced in the previous month -1) x 100

Social Impact





produced by the donating

entity (%)


produced monthly by the

donating entity


5544kg



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Increase food recovered

1.a. - Percentage of food surplus that is turned

into food recovered

1.a. - Food surplus recovered / Food surplus produced x 100

≥10%

25,87%


Customer



Increase food recovered/received

1.a. - Percentage of food surplus that is turned

into food recovered

1.a. - Food surplus recovered by receiving entities / Food surplus produced x 100

≥10%

25,87%

Raise awareness within staff

Innovation & Growth



Replication of the Zero Desperdício program in other branches of the

donating entity

1.a. – Branches of the

donating entity covered

by the Zero Desperdício network (%)

1.b. - Nr of replications

1.b. - Quantification

18

4

Contact receiving entities to verify if they are available to receive food

surplus from Jumbo

1.a. - Nr of branches of the donating entities that are covered / Total nr of branches of the donating entity x 100

54,55%

12,12%

Increase the quantity of receiving entities supported

1.a. - Semiannual rate of the

evolution of the nr of receiving entities

supported (%)

1.b. - Nr of receiving entities

supported

1.b. - Quantification

12

5

Establish contact with potential receiving entities or use network of

contacts to find them

1.a. - (Nr of receiving entities supported in the present semester / Nr of receiving entities supported in the previous semester - 1) x 100

133,33%

33,33%

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Sub-Balanced Scorecard for Receiving Entities (Pilot with Associação Melhoramentos de Eixo) Financials







1.a. – Monthly tendency rate

of the evolution of

the food surplus

recovered (%)

1.b. –Trimestral average

quantity of the food

recovered (moving average)

1.b. – (Sum of the present 3 months) / 3

3000kg

3060kg

Create a database that allows to match entities according to

geography or availability and therefore increase speed in the

process

2.a. - Percentage of food surplus turned into food recovered

1.a. – (Average of food surplus recovered in the present 3 months / Food surplus recovered in the 3 months before the present month -1) x 100

≥8%

11%

Guarantee compliance with the HSA procedures

1.a. - Fulfillment / Unfulfillment

of the minimum

criteria

1.a. - Check if the minimum criteria is respected

Yes

Yes

Ask for training/capacitation if needed 2.a. -

Percentage of criteria

respected

2.a. - Nr of criteria respected / Total nr of criteria x 100

≥ 50%

65%

Social Impact




1.a. – Monthly tendency rate

of the evolution of

the food surplus

recovered (%)

1.b. –Trimestral average

quantity of the food

recovered (moving average)

1.b. – (Sum of the present 3 months) / 3

3000kg

3060kg



process

2.a. - Percentage of food surplus turned into food recovered

1.a. – (Average of food surplus recovered in the present 3 months / Food surplus recovered in the 3 months before the present month -1) x 100

≥8%

11%

Reduce the food scarcity in the population in need


distributed among the

population in need

1.b. – Quantification of the food surplus distributed (kg)

Ask for more food or more donating entities when needed

10

Reduce the food scarcity in the

population in need

2.b. - Kg of food surplus

distributed per person ratio

2.b. – Food surplus distributed / Nr of people

Between 0,28

and 2

0,08

Ask for more food or more donating

entities when needed

Customer



Guarantee the population in need is properly covered by the channel of

distribution of the food surplus

1.a. - Kg of food surplus

distributed per person ratio

1.a. – Food surplus distributed / Nr of people

Between 0,28

and 2

0,08

Adjust actions according to position

in relation to the ideal ratio zone

Guarantee satisfaction with the quality of the food received

1.a. – Qualitative

rate of satisfaction

with the amount of

food received

1.a. – Survey to understand the frequency in qualitative terms ((1-Always 2-Most frequently; 3-Frequently; 4-Few times; 5- Never)

≥4

Try to perform these sruveys next to the population itself

Innovation & Growth



Replication of the Zero Desperdício program in other branches of the

donating entity

1.a. - Rate of collecting

capacity (%)

1.a. - Nr of donating entities from where the food is collected / (Nr of donating entities from where the food is collected + the extra nr of donating entities that the receiving entity could collect food from) x 100

100%

Establish contact with potential receiving entities or use network of

contacts to find them

11

Sub-Balanced Scorecard for Managing Entities (Pilot with Câmara Municipal de Lisboa) Financials






Make successful contacts when trying to affiliate receiving entities

1.a. – Rate of affiliation

success (%)

1.a. – Nr of contacts that ended up in an affiliation / Nr of contacts established x 100

90%

Ask for assistance to solve any kind of problems with the process

Make successful contacts when

trying to affiliate donating entities

1.a. – Rate of affiliation

success (%)

1.a. – Nr of contacts that ended up in an affiliation / Nr of contacts established x 100

90%

Social Impact





produced by the local donating

entities (%)


produced monthly by the local donating

entities


145264kg



Increase the reutilization of food surplus

1.a. – Monthly rate of the

evolution of the food surplus

recovered (%) (moving

average with 6 months)

1.b. – Monthly quantity of food surplus recovered

1.b. – Monthly quantification of the food surplus recovered (kg)

≥31

37274



process

2.a.- Qualitative rate of the

food surplus distributed

1.a. – (Average of the present 6 months / Average of the last 6 months -1) x100

≥ 1%

-3%

12

Increase the reutilization of food surplus

3.a. - Percentage of food surplus turned into

food recovered

2.a.. – Perform a survey to measure the Frequency (5-Never, 4-Few times; 3-Frequently; 2-Most Frequently; 1-Always) of complaints compute an average

≥4

4.3



process

3.a. - Food surplus recovered / Food surplus x 100

≥10%

4,91%

Customer




of the donating entity

1.a. – Average of the time

spent in identifying a

receiving entity for the

food surplus of a donating

entity

1.a. – Calculation of the time spent in average (Time spent1 + Time spent2 + …. / Total nr of identifications)

≤ 15days

Raise awareness within staff

Guarantee all donating entities application to donate food is

matched with a receiving entity to receive it

1.a. – Rate of success in

identifying a receiving

entity for a donating entity (%)

1.a. – Nr of times a receiving entity had a successful match / Nr of requests to give food surplus x 100

100%

Create a database that matches

donating and receiving institutions according to geography


of the donating entity (sporadic request)

1.a. – Rate of the

identification of receiving

entities for the sporadic

reception of food surplus

(%)

1.a. – Nr of receiving entities identified to collect the food from sporadic opportunities / Total nr of sporadic opportunities for reutilization of food surplus identified x 100

100%

100%



process

Guarantee families' satisfaction with the the food received

1.a. – Qualitative

rate of families'

satisfaction with the

amount of food received

1.a. – Survey to understand the frequency of complaints in qualitative terms ((1-Always 2-Most frequently; 3-Frequently; 4-Few times; 5- Never)

≥4

4.3

Adjust actions according to feedback and try to understand reasons behind it when i tis below the target

13

Innovation & Growth



Increase the adhesion of receiving entities

1.a. Semiannual

retention rate (%)

1.b. – Nr of receiving

entities that adhered to Movimento

Zero Desperdício

1.b. – Semiannual quantification of the receiving entities that adhered

≥ 20

19

Establish contacts and use them to expand the network

1.a. (1 – Nr of entities that left the program at the end of the semester / nr of entities at the beginning of the semester) x100

≥ 98%

100%

Increase the adhesion of donating entities

1.a. Semiannual

retention rate (%)

1.b. Nr of donating

entities that adhered to Movimento

Zero Desperdício

1.b. – Semiannual quantification of the donating entities that adhered to the movement

≥ 86

76

Establish contacts and use them to expand the network

1.a. (1 – Nr of entities that left the program at the end of the semester / nr of entities at the beginning of the semester) x100

≥ 98%

100%

Increase the technological capacity

1.a. - Percentage of

entities in Lisbon capable

of using the platform

provided by Project Force

1.a. - Nr of entities capable of using the platform / Total nr of entities x 100

100%

Investigate potential strategic partnerships or alliances that allow

to implement more developed technologies

appendix zero desperdício measuring performance with a

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