Transcript Caught Between the State and the Market: voluntary and

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
10.00-11.00
11.00-11.15
11.15-12.15
12.15-12.50
12.50-13.00
Introduction
What is Social Value?
Does it Matter?
Session 1: Getting Started
Refreshments
Session 2: Collecting and Analysing Data
Session 3: Communication and Influence
Conclusion and Next Steps
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.cesvol.org.uk/Publications-Research/publications-free-downloads/firststeps-monitoring-evaluation
– SROI Network: the Guide: www.thesroinetwork.org/sroi-analysis/thesroi-guide
– Outcomes stars: www.outcomesstar.org.uk/
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:
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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.
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)"
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
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 labourtime socially required for its production"
• Karl Marx: Capital - Volume One
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.
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.
Public Services (Social Value) Act 2012
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
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
First principles in measuring social value
Key considerations
1.
2.
3.
4.
5.
Starting point: describe the change your
organisation has: on service users and other
stakeholders (e.g. funders, employees)
Can quantitative or qualitative methods be used?
What evidence do you collect and could you collect?
How can the change be attributed?
How might outcomes and impact be communicated?
Getting started with logic chains...
Context
Area, Organisational or Project Aims
Theory of
Change
Inputs
Activities/
Processes
Outputs
Outcomes
Impact
Value
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?
Getting started with logic chains...where does
consultation and involvement fit?
Context
Area, Organisational or Project Aims
Theory of
Change
Inputs
Activities/
Processes
Outputs
Outcomes
Impact
Value
Getting started with logic chains... where does
measurement fit?
Context
Area, Organisational or Project Aims
Theory of
Change
Inputs
Activities/
Processes
Outputs
Outcomes
Impact
Value
Getting started with logic chains...social value should
be about learning and change
Context
Area, Organisational or Project Aims
Theory of
Change
Inputs
Activities/
Processes
Outputs
Outcomes
Impact
Value
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
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
Social Value Masterclass: go further in
measuring and demonstrating social
value
Tracey Coule, Chris Dayson and Peter Wells
26 September 2013
Workshops
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
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
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?
Conclusion and Next Steps
• 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?
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]