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

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

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

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

  2. 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

  3. 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/

  4. 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.

  5. 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)"

  6. 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

  7. 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

  8. 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.

  9. 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.

  10. Public Services (Social Value) Act 2012

  11. Public Services (Social Value) Act 2012 The authority must consider: • how what is proposed to be procured might improve the economic, social and environmental well-being of the relevant area, and • 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

  12. 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

  13. First principles in measuring social value Key considerations • 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?

  14. Getting started with logic chains...

  15. 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?

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

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

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

  19. 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

  20. 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

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

  22. 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?

  23. 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?

  24. 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?

  25. 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?

  26. 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 c.dayson@shu.ac.uk

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