Telling Your CSR Impact Story: An Outcomes Framework for a Portfolio of Programs Prepared by: November 30, 2017 Tom Knowlton Partner & Director of Corporate Services, TCC Group Lisa Frantzen Senior Evaluation Consultant, TCC Group
Agenda Welcome and Introductions I. Context and Approach II. Program Development III. a. Goal Development b. Outcomes Framework Summary Overview IV. 2 2
I. Welcome and Introductions 3 3
Who We Are Tom Knowlton Lisa Frantzen Partner & Director of Senior Evaluation Consultant Corporate Services TCC Group TCC Group 4
About Us • TCC Group is a mission-driven consulting firm that collaborates with leaders to solve complex social problems . • We partner with companies, foundations and nonprofits to help design and develop their strategic approach. • Our knowledge and expertise in the social impact sector helps our clients create high impact strategies and programs addressing a range of important issues. 5
Clients Tackling Complex Social Problems 6
Our Corporate Clients 7
II. Context and Approach 8 8
Why is it important to strengthen your CSR impact story with a program outcomes framework? Drivers for this approach: • Higher stakeholder expectations • Stronger programs from companies • Need to reinforce and support company goals • Ability to build engagement and relationships with stakeholders 9
TCC’s Corporate Citizenship Framework Purpose and Values Products & Operations Community Services 10
TCC’s Corporate Citizenship Framework Description Stakeholders The issues relating to the company Regulators, suppliers, Operations operations including environmental community leaders, employees, impact, workplace, diversity, etc. advocacy groups Global / national stakeholders; Products & The impact (positive or negative) of Services employees, customers, a company’s products and services shareholders, advocacy groups, on society. government The relationship with the community Community leaders, employees, Community where the company operates and local nonprofits, local where employees live and work. government 11
TCC’s Corporate Citizenship Framework Purpose and Values Products & Operations Community Services Drivers Impact on Society of the Issues Important to Priority Operational Impacts on Issues Company’s Products and Community Stakeholders Employees and Community Services and Employees Products and services are Company develops policies Programs and activities are developed and refined to Programs and programs to address designed to meet reinforce the company’s operational impacts local/regional priorities purpose and mission Corporate Citizenship Function Corporate Citizenship Structure Culture, Leadership and Adaptive Capacity Management and Systems Capacity 12
Sample Corporate Citizenship Structure Model Corporate Citizenship (CC) leaders engage company leaders and departments to ensure the effective development and implementation of programs. CEO CC Steering Committee Executive Team Corporate Senior Leaders CC Council Citizenship Function CC Working Business Departments Groups Foundation (Board w/ Company Executives) Philanthropy Employee Engagement Community Business Programs Programs 13
Program Development Process 1. Assess existing CSR impact story; Identify goals to be refined or developed 2. Refine / 5. Integrate develop goals; into CSR align with impact story company goals Stakeholder engagement 4. Select 3. Develop priority logic model indicators 14
Sample Roles & Expectations Matrix Goal Development Stages Identifying Refining/ Selecting Integrating Stakeholder Developing Goals to Developing Priority Into CSR Engagement Logic Model Refine Goals Indicators Impact Story � � � � � CSR Leaders � � � CEO/Senior Leaders � � Executive Champions � � � Communications � Employees � � � � Trusted advisors Partner Organizations/ � � � � Grantees Community � � � � leaders/Govt. Officials � � � � Direct beneficiaries Internal External 15
Different Levels of Business Goals • Unilever – Make sustainable living commonplace. • Novartis – Discover new ways to improve and extend people's lives. Vision / Mission / Purpose Goals • Operational – e.g., reducing environmental impact; increasing diversity • Product/Service – e.g., improving nutrition of product; providing affordable service to underserved community Issue Goals • Community – addressing issue important to company’s stakeholder community • Programs addressing one of the issue goals • Program goals can be broad or vague, depending on the clarity of the issue goal Program Goals 16
Program Goal Examples Cybersecurity Training Philanthropy Approach Revised Goals Goal 1 – Increase # of Diverse Students Pursuing Studies in Cybersecurity Goal 1 – Increase # of Diverse Students Pursuing Studies in Cybersecurity Increase diversity in the Raise awareness of long-term career opportunities in cybersecurity by: Raise awareness of long-term career opportunities in cybersecurity by: cybersecurity industry by • Identifying nonprofits providing in-school and afterschool cybersecurity • Identifying nonprofits providing in-school and afterschool cybersecurity engaging and training training/education programs training/education programs underrepresented minorities, • • Mobilizing employees to volunteer in schools reaching diverse populations Mobilizing employees to volunteer in schools reaching diverse populations women and veterans. TBD : Goal 1 – Engage Diverse Students • Potential scope and reach based on: existing nonprofits with relevant in Cybersecurity programs; potential employee volunteers Raise awareness of long-term Goal 2 – Increase # of Diverse Individuals Launching Cybersecurity Careers Goal 2 – Increase # of Diverse Individuals Launching Cybersecurity Careers career opportunities in Provide training, support and access to cybersecurity careers by: Provide training, support and access to cybersecurity careers by: cybersecurity • Recruiting and training underrepresented minorities, women and veterans • Recruiting and training underrepresented minorities, women and veterans • Developing industry coalition committed to hiring trainees and providing • Developing industry coalition committed to hiring trainees and providing Goal 2 – Launch Diverse internships and mentoring support internships and mentoring support Populations in Cybersecurity Careers TBD : • Potential scope and reach based on existing nonprofits with relevant training Provide training, support and programs; potential role of community colleges; coalition development access to cybersecurity careers 17
Components of an Outcomes Framework Logic Model/ Set of Core Indicators Theory of Change A systematic and visual way to Data which provide an present relationships among indication of performance in the resources you have to terms of an agreed vision of operate your program, the success. activities you plan to do, and the changes or results you hope to achieve. 18
III. Program Development Case Study: 19 19
Identifying the Goal 20 20
Identifying the Goal to Refine & Develop • Identifying the goal to develop includes the following steps: • Understanding the company’s framework • Identifying the priority company goals • Determining which program best aligns with company goals • Determining where goal refinement can have the greatest benefit to the company • Determining which stakeholders to engage in the process can be determined based on answers to the following questions: • How clear is the company’s corporate citizenship framework and goals? Is there a need to engage senior leaders or senior CSR leaders? • Who can help determine where goal refinement can have the greatest benefit to the company? 21
Mission Help businesses harness the power of their information and make the digital world safer Our People Your Information The World 22
Symantec’s Corporate Citizenship Framework Description Stakeholders Provide a work culture that supports professional training and development, fosters Our People workplace inclusion and equality, and cultivates • Customers (Corporate and employee fulfillment. Consumers) • Employees • Investors Partner with customers, government agencies, Your Information • communities and families to protect individuals Governments and Regulators and their information and ensure confidence in • Community Members, the online experience Nongovernmental Organizations (NGOs), and Nonprofits We remain committed to conducting our business in an environmentally sound manner, • Suppliers The World upholding ethical and social standards in our company and supply chain and contributing to communities where we live and work 23
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