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Social Enterprise Endorsement MarkEnhancing SE Capacity, Impact,

Recognition

Dr. Mark R. HayllarPrincipal Investigator, SEE Mark

Associate Director Project Flame, City University of HK4th November 2014

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Content

• Setting the Scene• Aims of Social Enterprise Endorsement Mark• Development of SEE Mark• Eligibility – Endorsement Categories• Endorsement Process and Content• Conclusion

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To Create Value and Achieve Impacts, Innovative Solutions MUST be IMPLEMENTED and SUSTAINED

Social Enterprise?

Impacts:Social

EconomicEnvironment

Government Business

Goods Services

Experiences

NGOs /Community

SE Sector

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• How to enhance SE sustainability & capacity to achieve greater impacts?

• How to create cross-sector synergy?

• How to improve public recognition of and engagement with SEs?

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Social Enterprise Endorsement MarkSEE Mark

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Aims of Social Enterprise Endorsement Mark

• Strengthen WHOLE SECTOR

• Enhance INDIVIDUAL SE CAPACITIES

• Identify, Endorse, Promote BEST PRACTICES

• Provide a PLATFORM for SE & cross-sector collaboration

• Enhance PUBLIC RECOGNITION through SEE Mark Branding

• Build-up PUBLIC TRUST

• Use of SEs as PREFERRED PRODUCERS/ SUPPLIERS of valued

goods/ services

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Developing the SEE Mark

Literature review Overseas Practices Local Focus Groups

WorkshopsInterviews On-line Survey

Identify 4 Categories

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Social Enterprises in Hong Kong

Social MissionsOwnership/Governance

Financing Business Model

Issues Addressed Scale

Differ in:

4 categories to meet market needs

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Incubating Member(Category A):

• Driven by Social Mission

• EITHER Planning to operate in next 12 months with a completed business plan/forecast;

OR• Operated for <2 years• No set % income

generated from business

• No set profit reinvestment requirement

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Start-up / Small Scale SE(Category B)

• Driven by Social Mission• EITHER operating < 3

years when endorsed • OR <5 Full time staff

equivalents• No set % income

generated from business

• No set profit reinvestment requirement

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Intermediate SE(Category C)

• Driven by Social Mission

• Either operating >3 years when endorsed

• OR > 10 FTEs• At least 50% income

generated from business

• Not less than 65% of profit reinvested in social purposes

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Advanced SE(Category D)

• Driven by Social Mission

• Operating >5 years when endorsed

• At least 50% income generated from business

• Not less than 65% of profit reinvested in social purposes

(Penguin: http://www.oocities.org/rainforest/canopy/7897/penguin.html)

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Developing the SEE MarkDevelop Self-Assessment

TemplateRecruitment of SEs

for Pilot- testPre-assessment

training workshop

1st Pilot test Another Focus Group Refining Template

2nd / 3rd Pilot tests More Focus Groups Another workshop

Still refining 4th Pilot test

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Outline of SEE Mark

Organizational Profile for Impact Assessment

Operational Policies & Processes Assessment

Vision, Mission; Innovation; Goals; Inputs; Outputs;

Outcomes; Impacts;SWOT analysis; Scaling-up

Business Strategies & Execution; Human Resources; Ethical Consumption; Community Engagement; Customer Satisfaction; Financial

Management; Governance & Leadership SEE

Asse

ssm

ent

SEE Mark Self Assessment

Category AIncubating Member

Category BSmall Scale /

Start-up

Category CIntermediate

Category DAdvanced

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Conclusion SEE Mark as a Capacity Building Tool

Enhance SE’s capacity and sustainability

Achieve greater social impacts

Achieve better governance,

leadership and management

Enhance SE’s credibility

Greater public recognition

Networking and Sharing

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Networking and Sharing

Penguin pictures:http://www.giantbomb.com/images/1300-1120634http://www.emperor-penguin.com/emperor.htmlhttp://www.oocities.org/rainforest/canopy/7897/penguin.html

SEE Mark - Sharing the Warmth of Our Social Enterprise Community

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THANK YOU!

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Self-Assessment Process in Pilot Test• Draft Submission• Pilot SEs fill in the self-assessment form within 3 to 4 weeks

• Assessors provide feedback based on the Draft• Takes about 2 to 3 weeks

• SEs revise the Draft based on the feedback and submit the final version of the self-assessment in 2- to 3-week’s time.

• Verification: Onsite / Telephone interviews• Category A verification interview through telephone (takes about 1 hour)• Category B, C, & D will be verification interview through on-site visit (takes about 2 to 3 hours)

• Self-assessment Endorsement Report• Remedial action / Annual review