social value masterclass: go further in measuring and demonstrating social value tracey coule, chris...

26
Social Value Masterclass: go further in measuring and demonstrating social value Tracey Coule, Chris Dayson and Peter Wells 26 September 2013

Upload: aurora-lowery

Post on 01-Apr-2015

218 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Social Value Masterclass: go further in measuring and demonstrating social value Tracey Coule, Chris Dayson and Peter Wells 26 September 2013

Social Value Masterclass: go further in measuring and demonstrating social value

Tracey Coule, Chris Dayson and Peter Wells

26 September 2013

Page 2: Social Value Masterclass: go further in measuring and demonstrating social value Tracey Coule, Chris Dayson and Peter Wells 26 September 2013

Overview of the Event

9.45-10.00 Introduction

What is Social Value?

Does it Matter?

10.00-11.00 Session 1: Getting Started

11.00-11.15 Refreshments

11.15-12.15 Session 2: Collecting and Analysing Data

12.15-12.50 Session 3: Communication and Influence

12.50-13.00 Conclusion and Next Steps

Page 3: Social Value Masterclass: go further in measuring and demonstrating social value Tracey Coule, Chris Dayson and Peter Wells 26 September 2013

Where to start?

• "Measuring social value"– 179,000 Google results

• Some useful starting points:– NAVCA Social Value Briefings:

www.navca.org.uk/socialvaluebriefings – Inspiring Impact List of Measurement Tools:

http://inspiringimpact.org/resources/ – Charities Evaluation Services First Steps report: http://

www.ces-vol.org.uk/Publications-Research/publications-free-downloads/first-steps-monitoring-evaluation

– SROI Network: the Guide: www.thesroinetwork.org/sroi-analysis/the-sroi-guide

– Outcomes stars: www.outcomesstar.org.uk/

Page 4: Social Value Masterclass: go further in measuring and demonstrating social value Tracey Coule, Chris Dayson and Peter Wells 26 September 2013

What is social value

NAVCA's definition:• Social Value is about maximising the impact of public expenditure

to get the best possible outcomes.• Social value considers more than just the financial transaction. It

includes, amongst lots else:– Happiness– Wellbeing– Health– Inclusion– Empowerment

• These types of value often accrue to different people, communities, government departments or organisations to the one paying for it, and are not always easy to measure.

Page 5: Social Value Masterclass: go further in measuring and demonstrating social value Tracey Coule, Chris Dayson and Peter Wells 26 September 2013

What is social value?

New Economics Foundation• "There is no single authoritative definition of

‘social value’ [...]" • "a process which has increasingly been

carried out in the UK through a framework of Social Return on Investment (SROI)"

Page 6: Social Value Masterclass: go further in measuring and demonstrating social value Tracey Coule, Chris Dayson and Peter Wells 26 September 2013

Everyone's Looking for Social Value...

• 'It [cuts] cannot and must not simply be about “efficiency savings.” And it must especially not be about the kind of short-term savings that in the end add to demands on the state because they undermine social value in the name of delivering economic value. Spending cuts that look efficient on a powerpoint chart but end up costing more money are just a false economy. Instead, living within our means is about taking three key steps: reducing demands on the state...; public service reform...; efficiency and transparency...'

• David Cameron 12 May 2008, Speech in Birmingham

Page 7: Social Value Masterclass: go further in measuring and demonstrating social value Tracey Coule, Chris Dayson and Peter Wells 26 September 2013

Everyone's Looking for Social Value...

• "The real value of a commodity is, however, not its individual value, but its social value; that is to say, the real value is not measured by the labour time that the article in each individual case costs the producer, but by the labour-time socially required for its production"

• Karl Marx: Capital - Volume One

Page 8: Social Value Masterclass: go further in measuring and demonstrating social value Tracey Coule, Chris Dayson and Peter Wells 26 September 2013

Everyone's Looking for Social Value...

• In exploring corporate social responsibility, Philip Morris executives sought to identify the company’s social value—its positive contribution to society. Struggling to find an answer, they considered dramatically changing the way the company marketed its products, apologizing for past actions, and committing the company to providing benefits for future generations. These ideas were eventually abandoned. Despite an initial call to distinguish between social and economic value, Philip Morris ultimately equated social value with providing shareholder returns.

Patricia A. McDaniel and Ruth E. Malone. “The Big WHY”: Philip Morris’s Failed Search for Corporate Social Value. American Journal of Public Health: October 2012, Vol. 102, No. 10, pp. 1942-1950.

Page 9: Social Value Masterclass: go further in measuring and demonstrating social value Tracey Coule, Chris Dayson and Peter Wells 26 September 2013

Who's measuring social impact?

NPC Making an Impact• "75% of charities say they measure some or all of their work. • 52% of charities that have increased their measurement efforts

say they did so to meet funders’ requirements, and 22% because their board or leaders prioritised measuring impact.

• Most charities say the main benefit has actually been improving services.

There are also challenges: • 25% of charities say they do not measure their work at all. • Two thirds of funders are not perceived to build in evaluation

support into their funding.

Page 10: Social Value Masterclass: go further in measuring and demonstrating social value Tracey Coule, Chris Dayson and Peter Wells 26 September 2013

Public Services (Social Value) Act 2012

Page 11: Social Value Masterclass: go further in measuring and demonstrating social value Tracey Coule, Chris Dayson and Peter Wells 26 September 2013

Public Services (Social Value) Act 2012

The authority must consider:

a) how what is proposed to be procured might improve the economic, social and environmental well-being of the relevant area, and

b) how, in conducting the process of procurement, it might act with a view to securing that improvement.

And more/better consultation?• The authority must consider whether to

undertake any consultation

Page 12: Social Value Masterclass: go further in measuring and demonstrating social value Tracey Coule, Chris Dayson and Peter Wells 26 September 2013

Public Services (Social Value) Act 2012

What could change:• harnessing the power and scale of public

sector procurement• more involvement• pushing the boundaries of procurement

practice• adopting a comprehensive approach• taking a place-based approach• ... perhaps

Page 13: Social Value Masterclass: go further in measuring and demonstrating social value Tracey Coule, Chris Dayson and Peter Wells 26 September 2013

First principles in measuring social value

Key considerations

1. Starting point: describe the change your organisation has: on service users and other stakeholders (e.g. funders, employees)

2. Can quantitative or qualitative methods be used?

3. What evidence do you collect and could you collect?

4. How can the change be attributed?

5. How might outcomes and impact be communicated?

Page 14: Social Value Masterclass: go further in measuring and demonstrating social value Tracey Coule, Chris Dayson and Peter Wells 26 September 2013

Getting started with logic chains...

Theory of Change

Inputs

Activities/ Processes

Outputs

Outcomes

Impact

Value

Context

Area, Organisational or Project Aims 

Page 15: Social Value Masterclass: go further in measuring and demonstrating social value Tracey Coule, Chris Dayson and Peter Wells 26 September 2013

Getting started with logic chains...some definitions

• Context: what is the problem to be addressed? what change is sought?

• Aims and Objectives for the service, organisation or procurement

• Theory of Change: why this approach? what are the enabling factors?

• Inputs: the resources required (money, time, skills, support)• Activities: what is done• Outputs: what is directly achieved (e.g. number of volunteer

enquiries)• Outcomes: what changes for the area or group supported?• Impact: the broader change for economy or society• Value: what is the change worth to each stakeholder?

Page 16: Social Value Masterclass: go further in measuring and demonstrating social value Tracey Coule, Chris Dayson and Peter Wells 26 September 2013

Getting started with logic chains...where does consultation and involvement fit?

Theory of Change

Inputs

Activities/ Processes

Outputs

Outcomes

Impact

Value

Context

Area, Organisational or Project Aims 

Page 17: Social Value Masterclass: go further in measuring and demonstrating social value Tracey Coule, Chris Dayson and Peter Wells 26 September 2013

Getting started with logic chains... where does measurement fit?

Theory of Change

Inputs

Activities/ Processes

Outputs

Outcomes

Impact

Value

Context

Area, Organisational or Project Aims 

Page 18: Social Value Masterclass: go further in measuring and demonstrating social value Tracey Coule, Chris Dayson and Peter Wells 26 September 2013

Getting started with logic chains...social value should be about learning and change

Theory of Change

Inputs

Activities/ Processes

Outputs

Outcomes

Impact

Value

Context

Area, Organisational or Project Aims 

Page 19: Social Value Masterclass: go further in measuring and demonstrating social value Tracey Coule, Chris Dayson and Peter Wells 26 September 2013

Social Value measurement is not the great panacea

Some of many problems:• apples, pears ... and unidentifiable fruit• putting a monetary value on something complex• lack data and monitoring• reliance on outside experts... the SROI industry• what does cause change?  • creaming, churning and gaming • cost of measurement• time for outcomes to be revealed  • risks of focusing on the measurable• is there a common currency across stakeholders?  • limited consultation

Page 20: Social Value Masterclass: go further in measuring and demonstrating social value Tracey Coule, Chris Dayson and Peter Wells 26 September 2013

Social Value: between civil society and the market?

• "What is a cynic? A man who knows the price of everything and the value of nothing. And a sentimentalist, my dear Darlington, is a man who sees an absurd value in everything, and doesn't know the market place of any single thing."

• Oscar Wilde (1892) Lady Windermere's Fan

Page 21: Social Value Masterclass: go further in measuring and demonstrating social value Tracey Coule, Chris Dayson and Peter Wells 26 September 2013

Social Value Masterclass: go further in measuring and demonstrating social value

Tracey Coule, Chris Dayson and Peter Wells

26 September 2013

Page 22: Social Value Masterclass: go further in measuring and demonstrating social value Tracey Coule, Chris Dayson and Peter Wells 26 September 2013

Session 1: Getting Started

Groups should include a mix of public and voluntary sector representation.

Task: in facilitated groups work through the outline logic model and apply to one or two examples.

Feedback:• what are main challenges of measuring social

value?• what possible solutions exist for your area or

organisation?

Workshops

Page 23: Social Value Masterclass: go further in measuring and demonstrating social value Tracey Coule, Chris Dayson and Peter Wells 26 September 2013

Session 2: Collecting and Analysing Data

Groups should include a mix of public and voluntary sector representation.

Task: in facilitated groups identify appropriate strategies for data collection and analysis for a statutory and voluntary sector organisation.

Feedback:• what are the main barriers you face?• is it realistic to attribute change? If so, how?• is it possible to 'value' impacts?

Workshops

Page 24: Social Value Masterclass: go further in measuring and demonstrating social value Tracey Coule, Chris Dayson and Peter Wells 26 September 2013

Session 3: Communication and Influence

A plenary discussion.

Task: • what are the main challenges you face in

communication and influence?• how can these be overcome?• how might the statutory and voluntary

sectors work together for change?

Workshops

Page 25: Social Value Masterclass: go further in measuring and demonstrating social value Tracey Coule, Chris Dayson and Peter Wells 26 September 2013

• What are the key lessons from the masterclass?

• What further support does do you require?

• Is there scope for joint working within and between sectors?

Conclusion and Next Steps

Page 26: Social Value Masterclass: go further in measuring and demonstrating social value Tracey Coule, Chris Dayson and Peter Wells 26 September 2013

Social Value Masterclass: go further in measuring and demonstrating social value

Tracey Coule, Chris Dayson and Peter Wells

26 September 2013

Contact information:

Chris Dayson: 0114 225 3539

[email protected]