PEF - 5yearjourney Final

7/31/2019 PEF - 5yearjourney Final

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PEF

Our 5 Year Journey

AVPN Road ShowOctober 2012


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To empower young people to reach

their full potential

PEF

Sweet Spot

2

Education &

employment

Scalebest

charities

Deploybusiness

resources


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Helping

kids who

fail

Remedial -

young

people notemployed

Develop

good

citizens

Intervene

earlier

School to

Work

Transition

School to

Work

Transition

4-24yrs Post-16 Post-16 4-12yrs 14-19yrs 4-19yrs

5

Charities

8

Charities

12

Charities

16

Charities

18

Charities

3 JVs

3 Nursery

5m 6m 4m 4m 4m7m +

3m SIB

2007 2008 2009 2010 2011 2012

After 5 years, we know where we can

have impact

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PEF Sweet Spot!National significance

Business interestHighly measurable


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4

Our approach strategic investment

coupled with business expertise

100% OF DONATIONS

GO TO CHARITY

DONATIONS ARE

MULTIPLIED 5X

PRO BONO EXPERTISE FOR

PEF & CHARITIES


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Two secrets of our success

Picking the winners - moving them

from good to great

Deploying the skills of business

1.

2.

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5 questions to pick the winners

Mission alignment

A proven

intervention

Scalability

Confidence in theleadership

Capacity of the

charity

Children and young people; preferably 14-19 yrs

Education & employment; school-to-work transition

Measurable outcomes and proven impact

Distinctive intervention with research back up

Identifiable market for the product

Government interest in intervention/ client group

Can PEF work with the management and board

Appetite for business improvement and scale

1m-10m turnover

Can absorb investment and skills


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Moving charities from Good to Great

, leadership, pay all the overheads

PEF is a strategic

partner

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Scale Up PhaseGrowth Fund >5m

Branding and visibility for PEF

Major influence on the board

Joint venture or strategic partner roleSocial Impact Bond

Prepare for exit

IntroductionDue diligence

Deal team to provide biz support

Dragons Den prep

Grant agreementMilestones

First 100 Days

Getting to know the charity

Creation of joint strategy

Development of Biz Plan

Measurement and data systems

Opportunity PhaseGrowth plans - speed, geography, market

Stabilising the core functions

Product and market definition

Preparing the leadership

Strategic application of investment


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Two secrets of our success

Picking the winners - moving them

from good to great

Deploying the skills of business

1.

2.

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SocialChangeStaff learn,feel-good,

retention

Intelligentgiving

PEF givesrecognition,PR benefits

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Involving business in social change


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There is nothing that pro bono

business partners cant do!

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PEF is a

broker/coordinator

Scale Up PhaseGrowth Fund >5m

Branding and visibility for PEF

Major influence on the board

Joint venture or strategic partner roleSocial Impact Bond

Prepare for exit

IntroductionDue diligence

Deal team to provide biz support

Dragons Den prep

Grant agreementMilestones

First 100 Days

Getting to know the charity

Creation of joint strategy

Development of Biz Plan

Measurement and data systems

Opportunity PhaseGrowth plans - speed, geography, market

Stabilising the core functions

Product and market definition

Preparing the leadership

Strategic application of investment


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Ernst&Young has shown a business can

be involved in radical social change

Business needs to remember it is part of society. We even went

so far as saying wed like to define ourselves by making the

difference outside of what we do in work.One of these,

working with the Private Equity Foundation, aimed at reducing

the number of young people who end up without a job or any

education after leaving school aged 16. Asked whether he thinks

clients care about this sort of social giving, he says increasingly

that they do, and that it creates something of

a halo effect. More importantly,he argues, it is helpful given that

society has disconnected from

businessas a result of the

financial crisis post-2007.12


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Mentor young

people

Skills training

Offer work

placements

Entry level jobs

Mentor charity

staff

Deal Captain

Specialist projects

(strategy, HR, legal,

sales etc)

Lead a workshop

Due diligence

Research & cross

portfolio projects

Mentor PEF staff

Join a Committee

Become a Trustee

PEF Awards Dinner

Community

engagement

London Marathon

Football

Tournament

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Employees get involved suits, wellies

or running shoes!

Support youngpeople

Portfolio charities Support PEFFundraise or

community service


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Building the portfolio what we have

learnt

PEF has to be the expert; know what works

Unless you are visible, you cannot play the role of

catalyst

Most charities do not define product or market

Difficult to achieve impact without influence

Most donors fund inputs and hope for the best.

Funding outcomes is still light years away!

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PEF - 5yearjourney Final

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