I N F010 Steve Wright91907
50
Reporting on Social Impact Barbara Kibbe, The Monitor Institute Rebecca Brown, Family Service Agency of San Francisco Greg Denizard, Children’s Aid Society Natan Zaidenweber, Stakeware Measuring a Non-Financial Bottom Line
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Transcript of I N F010 Steve Wright91907
Reporting on Social Impact
Barbara Kibbe, The Monitor Institute
Rebecca Brown, Family Service Agency of San Francisco
Greg Denizard, Children’s Aid Society
Natan Zaidenweber, Stakeware
Measuring a Non-Financial Bottom Line
Safe Harbor Statement
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Agenda
Welcome
Introduce Our Moderator
Barbara Kibbe – Monitor Institute
Monitor Institute works with today’s most imaginative leaders to surface and spread best practices in public problem solving and to pioneer breakthrough next practices — breakthrough approaches to addressing pressing social and environmental challenges.
In addition to our own unique set of expertise and capabilities, we draw on the intellectual, human, and financial resources of a leading global professional services firm — the Monitor Group — to help promising social innovators in all sectors grow their impact and transform existing systems for addressing social inequities and environmental degradation.
Mission
WHAT WE MEAN WHEN WE SAY NEXT PRACTICE
Best practices: What works well today.
Next practices: What could work even more powerfully, both today and into the future. Next practices are breakthrough approaches. They are not necessarily new. Some are modern twists on old ideas—long-established approaches that show new potential when applied to new circumstances, or in new combinations.
Integrated ExcellenceIntegrated Excellence
What is our strategy?
How will we align our capabilities and resources?
How will we assess, learn, and adapt?
What is the context?
Our Point of View: Integrated Excellence
Actors achieving the greatest impact will need to approach their strategic choices and the implementation of those choices in an integrated way, with an eye toward not just today’s best practices, but also the emerging practices that will lead to success in the future
We have a point of view about how best to grow social impact. The first dimension of this approach is integrated excellence.
Our Role
Consulting and
Advising
Leading and
Initiating
Knowledge Creation and
Sharing
We create and learn alongside innovative clients who are interested in pushing the frontier of practice.
When possible, our approach is not merely to offer advice, but to partner with our clients to co-create and pilot next practice and catalyze action-learning.
We are helping our clients act their way into a new way of thinking.
We identify high-priority opportunities and barriers to impact and work with partners to take the lead in creating initiatives to respond.
The initiatives take many different forms: convening key actors, designing and launching pilots, incubating new efforts and organizations, building knowledge creation platforms, etc.
We are acting our way into a new way of thinking.
Our positioning requires that we be thought leaders. We target areas that require more knowledge development and take the lead in creating it.
We experiment with using new technologies and new platforms to expand our impact far beyond what can be achieved by consulting alone.
This means we understand that action isn’t enough—we also need to think our way into a new way of acting.
We actively implement our social change framework for increased impact, looking for synergies across three different approaches
Agenda
Case Studies
Family Service Agency
Children’s Aid Society
Stakeware
Q and A
Family Service Agency of San FranciscoSince 1889, Meeting the Needs of a Changing City
Rebecca Brown, CFA
Chief Advancement Officer
Family Service Agency of San Francisco
• FSA is the “safety net’s safety net” for
social services in San Francisco.
• Salesforce.com products used: Service
and Support
Core Beliefs at FSA:
People can recover from mental illness
and substance abuse.
Everybody deserves the best treatment
to support their recovery. It’s a matter
of social justice.
Challenges
Two informational challenges stem
from our core beliefs:• How do we know -- how can we measure -- whether
what we are doing helps clients get better?
• How can we demonstrate to funders and community
leaders that their money is making a difference in the
lives of the people we serve, and to the city as a
whole?
CIRCE:
To address these challenges, FSA collaborated
with salesforce.com and Exponent Partners to
develop CIRCE, FSA’s Client Integrated Record
of Care.
FSA’s Client Integrated Record of Care: CIRCE
CIRCE provides complete, real-time, integrated information about: All client demographics, history, and course
of treatment Clinical services provided Contract obligations Clinicians’ productivity as measured against
target Client progress
CIRCE allows us to answer three fundamental questions:
• Question #1 (Recovery): Is the client getting
better?
• Question #2 (Contracts and billings): “Have we
provided what we’re contracted to do, and billed for
all that we’ve provided?”
• Question #3 (Organizational advancement/meta-
analysis): “What differences are we making?”
Question #1 (Recovery): Is the client getting better?
Question #2 (Contracts and billings): “Have we provided what we’re contracted to do, and billed for all that we’ve provided?”
Question #3 (Organizational advancement/meta-analysis): “What differences are we making?”
Summary of Success
Thanks to salesforce.com and Exponent
Partners, we are now able to measure
ourselves according to three “bottom lines”:• By the improvements in our clients’ lives
• By our ability to fulfill our contract obligations
• By our overall organizational financial sustainability
All About Carrera Program – Children’s Aid Society
• INDUSTRY: Youth Development
• EMPLOYEES: 1000+
• GEOGRAPHY: National
• # USERS: 165
• PRODUCT(S) USED: SFA, Service & Support
General Overview: Today Children’s Aid serves more than 150,000 children and their families at more than 45 sites throughout New York City.
Case Study – Overview
CMIS (Carrera Management Information System)
was deployed on the Salesforce.Com platform in
2006 to manage all of the after-school program
data in our national Carrera-Children’s Aid Society
Program. Since its deployment the solution has
been well adopted by the staff of the Children’s Aid
Society Carrera Program
Case Study – Overview (continued)
CMIS acts as a comprehensive management information tool which allows
the Carrera Program staff to manage information about a participant
across all dimensions of their program.
Participant
(Child)
Sex
Edu
Sports
Mental
Health.
Medical
Dental
Job
Employ
College
Prep
Self
Expression
FLSE
Sex
Ed Medical
Dental
Mental
Health
Job
ClubLifetime
Sports
Self
Expression
Attendance
Dosage
Case Study – Key Challenges
Business Challenges
• Primarily paper based reporting
• Time lag between identification of attendance or program
dosage issue at a site and ability to act on it
• Lack of accurate reporting at site, region and national level
• Expansion of the program required
Technology Challenges
• No central repository of data
• User adoption due to varying levels of comfort with technology
Case Study – The Solution
Migrated Medical, Employment, Dental & Mental
Health database to Salesforce.com
Converted paper monthly report system to
Salesforce templates.
Ongoing training available to all staffDeployment Details
127 Active UsersOver 400 Reports developedOver 50 Mgt DashboardsOver 14,000 loginsNearly 200,000 Attendance/Dosage RecordsOver 2,000 participant records tracked
Case Study – Results
What were the results?
Daily Attendance at sites is tracked in Salesforce.com
Reporting is available the instant data is input
Most paper processes can now be transacted electronically
360 degree views of participants provide the big picture
Regional and National Managers can assess site performance
Case Study – Success
All report cards, standardize test and high school requirements managed through Salesforce.com platform.
High school graduation and college acceptance rates recorded in easy to use dashboards and reports
Job opportunities for teens tracked from 5-7 years
Medical and Dental records tracked confidentially on CMIS system
Sample Screen Shot
Attendance Application
Attendance details
Attendance report
Attendance report sample
Case Study – The Solution
Measure outcomes and indicators based on
dosage of program teens receive.
Converted paper monthly report system to
Salesforce templates.
Ongoing training available to all staffDeployment Details
127 Active UsersOver 400 Reports developedOver 50 Mgt DashboardsOver 14,000 loginsNearly 200,000 Attendance/Dosage RecordsOver 2,000 participant records tracked
Summary of Success
Thanks to salesforce.com and Npower NY
partners, we are now able to measure all
aspects of our national adolescent
pregnancy prevention program “at promise
approach”:
“ We now have the ability to provide staff with on-demand
access to information on all client”
Next Generation Tools for Risk Management...
FinancialEnvironmental, Social, and Governance
On-Demand
Shareholder
Reporting
Stakeholder Reporting
Green Is Gold. Sustainability Leaders Outperform the Stock Market by 25%
- Sarah Forrest, Executive Director
Companies Need to Understand and Prioritize Stakeholders’ Concerns Before the Next Crisis
StakeWareSRM Delivers a Single Point of Control for Sustainability Management
Automate
Discern
Distill
Detail
Question (Stakeholder Risk):
How to integrate environmental, social and governance ESG a.k.a sustainability issues into core strategy and operations?
Question (Stakeholder Relationship):
How to create a stakeholder feedback loop?
StakeWare Goes Beyond On-Premise Data-Warehouse of Sustainability Indicators
Native App
G3
Taxonomy
We Deliver Transparen
t Actionable
Data
We Automate Best Practices
43
9
How to Proactively Manage Stakeholder Risks ?
EN8. Total Water Withdrawal by Source.
Expected Results: CEOs Have Tools to Measure and Respond to Stakeholder’s Concerns
Sustainability Reporting
GovernanceTransparenc
yAccountabilit
y
Stakeholder Relationship Managemen
t
Enterprise Risk
Management
Compliance
✓Eco-Efficiency✓Brand Value & Loyalty✓Competitive Edge✓Financial Performance
26000
77
User Case: Global Cement Company
•Climate Protection
•Fuels and Raw Materials
•Employee Health and Safety
•Emissions Reduction
•Local Impacts
•Internal Business Processes
Chief FinancialOfficer
Senior VPSustainability
Six Key Areas
User Case: Global Cement Company-CSI Member
๏ Key Stakeholders
• Employees, NGOs, Communities, Suppliers, Investors,
Government and Regulators in 4 Continents: Africa, America,
Middle East & Europe.
๏ Key Requirements
• Align Business Goals with ESG Impacts Across all Levels
• Internalize Stakeholder Concerns and Adapt Initiatives
• Design and Implement Business Plans in Alignment with CSI
๏ Key Benefits
• 360 Degree Visibility to Risk & Opportunities
• Proactive Stakeholder Relationship Management
• Transform Monolithic Firm into Globally Adaptive Organization.
The Pillars of Our Success
1 World’s most trusted on-demand enterprise platform 2 Founding Member GRI
Technology partnership
3 World’s first application that combines sustainability reporting and stakeholder management
4 15 years expertise in Sustainability
Natan [email protected]
Don’t miss these Activities:
Visit our Nonprofit, Government and Education Expo
17 Partner Solutions Enjoy a Latte and Network in our
Industries Lounge
Meet over 300 Nonprofit, Government and Education Attendees
salesforcefoundation.org/npdreamforce07
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