Beyond Measurement Conference Programme

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10th DecemberCergy-Pontoise

2013

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Welcome to

Welcome to SIAA’s annual conference, Beyond Measurement, which we are hosting today at ESSEC Business School. For us, going beyond measurement means not considering measurement as an end but as a means to make the right decisions. Social enterprises are increasingly encouraged to measure their social impact. They are especially likely to be evaluated as funding is reduced. Funders are therefore compelled to make trade-offs and need information on the performance of different social enterprises. At ESSEC Business School, we have been carrying out action research since 2009 to develop assessment frameworks that are both rigorous and relevant to managers and funders. In particular, Social Return On Investment has been implemented in France, although this is not our only framework. These frameworks for measurement act as a pre-cursor for today’s discussion. Measurement is not an end in itself and thus it is what we do with the results of these measurements that we are excited to discuss today.

Thierry Sibieude

ESSEC Business School

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So let’s cut to the chase, what do we mean by Beyond Measurement?

During SIAA’s two year history we’ve spoken to a large number of members and supporters from a range of sectors, all interested in social impact measurement, and we’re starting to see where SIAA fits into the bigger picture. SIAA is aiming to unite the world of impact measurement, analysis, and evaluation with the real world, and in that sense go beyond measurement.

A mighty claim BUT analysts, researchers, heads of evidence, data lovers, and impact champions like yourselves all operate within or alongside real organisations. You work with the decision makers who allocate resources and make things happen as a result of your impact measurement. And if they’re not doing this, we should be asking why not, and how do we change this? The information about an organisation’s social impact or value can be a powerful and useful tool in deciding what needs to change.

So today, one of the aims is to get back to basics (or as basic as you can get in the world of social impact) on the what, the why, and the how of Beyond Measurement. Please use today to voice your ideas, questions, and challenges to my idealistic claim!

Many thanks to our partners ESSEC Business School for making today possible, and for their ongoing work and support for the field of social impact measurement and analysis.

Ruth Whateley

SIAA Manager


Programme 8.30 – 9.00 Registration

9.00 – 9.30 Welcome The Dome

Thierry Sibieude, ESSEC Business School Jeremy Nicholls, SIAA & The SROI Network

9.30 – 10.20 Beyond Measurement: What, Why, How? The Dome

Interactive activity exploring opinions on Beyond Measurement using three cross-cutting questions. Collective ideas will be developed throughout the day.

Kate Ruff, PhD Candidate in Accounting at Schulich School of Business, York UniversityRuth Whateley, Manager, SIAA

10.30 – 11.30 Workshops A The Dome & Workshop Rooms (see pages 7 & 8)

The Use The Mindset The Purpose The Common Ground The CommunicationHow Can We Reconcile Evaluation with Politics?

The Dome F-E

A Clash of Mindsets: Finding a Middle Way Between Different Impact Methodologies

Room 1

The Life of a Measure

Room 2

Working Together to Measure Impact

Room 3

The Difference

Room 4

11.30 – 12.00 Coffee Break12.00– 1.00 Workshops B The Dome & Workshop Rooms (see pages 9 & 10)

The Use The Mindset The Purpose The Common Ground The Communication

Measuring Impact to Improve Performance

The Dome E-F

What Do Social Impact and Happiness Have in Common?

Room 1

Social Impact Analysis for Systemic Change

Room 2

Towards Common Principles of Analysis

Room 3

Communicating Impact—Balancing Accuracy with Clarity

Room 4

1.00 – 2.00 Lunch2.00 – 2.35 Beyond Measurement: What, Why, How? The Dome

2.35 – 2.45 Hotspots Introduction The Dome (see pages 11 - 15) 2.45 – 4.15 Hotspots Rotations

4.15 – 4.45 Coffee Break


5.15 Farewell

Facilitator: Sophie Robin

F-EE-F

E-F

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8.30 – 9.00 Registration

9.00 – 9.30 Welcome The Dome

Thierry Sibieude, ESSEC Business School Jeremy Nicholls, SIAA & The SROI Network


Interactive activity exploring opinions on Beyond Measurement using three cross-cutting questions. Collective ideas will be developed throughout the day.

Kate Ruff, PhD Candidate in Accounting at Schulich School of Business, York UniversityRuth Whateley, Manager, SIAA

10.30 – 11.30 Workshops A The Dome & Workshop Rooms (see pages 7 & 8)

The Use The Mindset The Purpose The Common Ground The CommunicationHow Can We Reconcile Evaluation with Politics?

The Dome F-E

A Clash of Mindsets: Finding a Middle Way Between Different Impact Methodologies

Room 1

The Life of a Measure

Room 2

Working Together to Measure Impact

Room 3

The Difference

Room 4

11.30 – 12.00 Coffee Break12.00– 1.00 Workshops B The Dome & Workshop Rooms (see pages 9 & 10)

The Use The Mindset The Purpose The Common Ground The Communication

Measuring Impact to Improve Performance

The Dome E-F

What Do Social Impact and Happiness Have in Common?

Room 1

Social Impact Analysis for Systemic Change

Room 2

Towards Common Principles of Analysis

Room 3

Communicating Impact—Balancing Accuracy with Clarity

Room 4

1.00 – 2.00 Lunch2.00 – 2.35 Beyond Measurement: What, Why, How? The Dome

2.35 – 2.45 Hotspots Introduction The Dome (see pages 11 - 15) 2.45 – 4.15 Hotspots Rotations

4.15 – 4.45 Coffee Break


5.15 Farewell

Key: E-F: English to French Translation F-E: French to English Translation


The Dome

WC

WC

Workshop Rooms

Registration

Ground Floor

First Floor

Conference Map

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Workshops Workshops A

The UseHow Can We Reconcile Evaluation with Politics?Ben Rickey, ANSA, France

The objective of this workshop is to exchange views about the difficulties that evaluators face in influencing the development of public policies.

- What conditions do we need to unify to better integrate evaluation into policy making?- Should evaluation be more responsive?- Can we envisage quicker and less costly evaluations?

The MindsetA Clash of Mindsets: Finding a Middle Way Between Different Impact MethodologiesJoy MacKeith, Triangle, UK & Neil Reeder, LSE Cities & Head and Heart Economics, UK

There are many tensions in the emerging impact measurement discipline – Hard outcomes versus soft skills. RCTs versus qualitative studies. Objective measurement versus subjective judgement. Standardised tools versus tailored approaches. Keeping it simple versus recognising complexity.

There are also few, if any, agreed frameworks for understanding and resolving these tensions. Drawing on findings from an academic research programme and practical experience of outcome measurement, this workshop will identify key approaches and promote discussion about how to draw on the strengths of each to build a rounded approach to outcome measurement.

The PurposeThe Life of a MeasureKate Ruff, York University, Canada

This workshop will explore the many roles that measures must play. Once a measure has been gathered it leads many lives – as a tool for learning, a rationale for funding decisions, or the basis of accountability. A short presentation with examples from Canada will kick off an interactive discussion about the problems and opportunities created when measures fulfill many roles and how going beyond measurement can help, in the end, yield better measures.


The Common GroundWorking Together to Measure ImpactAnne Kazimirski, NPC, UK

A shared approach to evaluation is an increasingly common phenomenon, as we move away from thousands of organisations working on their own to articulate their impact. This workshop will explore the challenges and solutions to developing shared approaches to measuring impact, focusing on NPC’s experience on developing a toolkit for organisations supporting offenders with their family relationships.

The CommunicationThe DifferenceNic Bolto, The Difference, Australia

This interactive workshop focuses on an inspiring case study, The Difference Magazine in Australia. Launched by Chief Justice Diana Bryant AM in August, the third issue of The Difference has been accessed by 151,000 people online. Key features of the magazine are:- An annual report card on Australia’s social health and a clear set of recommendations on charities who are undertaking leading, prevention focused work they can contribute to- Interviews with people who live within the indicators, communicating their barriers and aspirations- Details of a 126 point assessment process to develop the effectiveness of charity capability- Responses to address common obstacles to giving: assurance, guidance and direction

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Workshops B

The UseMeasuring Impact to Improve PerformanceHarry Hoare, Social Finance, UK

This workshop focuses on the importance of data collection in social programmes. Impact data can be used to structure contracts to raise social investment, to build an evidence base for new programmes and to drive improvements in a service. The session will show how the Social Impact Bonds in Peterborough (rehabilitating short sentence offenders) and Essex (supporting vulnerable children) use data to achieve maximum impact.

The MindsetWhat Do Social Impact and Happiness Have in Common?Steve Coles, Intentionality CIC, UK

We’ll explore how research into well-being, often referred to as ‘happiness’, can guide, underpin and give a focal point for social impact analysis. We’ll explore how social impact can be understood in terms of happiness and how a good understanding of happiness can help shape strategy in making the biggest positive impact for individuals, communities and society.

The PurposeSocial Impact Analysis for Systemic ChangeRosemary Maguire, nef Consulting, UK/International

Where can social impact analysis fit within the systemic changes needed to address global issues such as rising inequality, planetary boundaries and decreasing levels of well-being? By moving beyond measurement, from counting what is easy to understand (and in some cases value) to what matters to those impacted by activities and investments, how can we create wider change outside of the organisations we work with?

Workshops


The Common GroundTowards Common Principles of AnalysisJeremy Nicholls, SIAA & The SROI Network, UK/International

There is a balancing act between organisations recognising the need to measure what is relevant to them, and gaining consistency between organisations, so we can communicate, share, understand, and respond to the value of our work.

Organisations like IRIS have been working on standardising indicators, but there has also been a lot of work done to standardise the way in which organisations decide what to measure and manage based on principles. This session will explore these principles and identify emerging trends and differences.

The CommunicationCommunicating Impact - Balancing Accuracy with ClarityJohn Gargani, Gargani and Company, Inc., USA

Readers of impact reports crave brevity. Writers strive for accuracy. How can we be accurate and brief? In this one-hour workshop, participants will explore this question by learning a number of data visualisation techniques, applying them in hands-on activities, and discussing how well the techniques meet real-world demands.

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Hotspots

1. Assessment Process Framework for Social Business: the Case of Grameen Veolia WaterKévin André, ESSEC IIES, FranceBenoit Ringot, Veolia, France

Our contribution is to propose a shared evaluation framework for “social businesses” as conceptualised and promoted by M. Yunus (2009). We will first present the performance assessment framework designed in the context of the Grameen Veolia Water social business which has operated in Bangladesh since 2008. Secondly, we will show how this framework is relevant for other social businesses, especially other Grameen joint ventures also operating in Bangladesh. Thirdly, we will expose the benefits, implications and limitations of such a shared framework.

2. CDI Ratings – Measuring Financial and Extra Financial Performances of Social BusinessesLouise Swistek, Le Comptoir de l’Innovation, France

CDI Ratings is a financial and extra financial assessment method specially designed for social businesses created by Le Comptoir de l’Innovation, a company that finances, supports and promotes social entrepreneurship in France and abroad.

CDI Ratings is a tool adapted to the diverse characteristics of social enterprises and their specific sectors. The measure of financial and extra financial criteria is led according to each type of organisation and according to each sector of social entrepreneurship (economic inclusion, health, fair trade, sustainable development). CDI Ratings provides the managers and potential investors with a clear view of social and financial performance of a company. Leveraging Groupe SOS 30-year expertise, CDI Ratings methodology combines both a field and a strategic approach.

With the example of Work Integration Social Enterprise, we will show how an evaluation of performances can be made.

Case Studies:


4. Take Control of Your Measurement with WikiVOISBen Carpenter, The SROI Network, UK/International

WikiVOIS is an open source website for sharing your Values, Outcomes, Indicators and Stakeholders. This hotspot showcases the new website and shows how delegates can join this growing online community. I will demonstrate how users can do three things; 1.) Find information and research that can assist with your impact analysis 2) Add information about your projects and your analysis and 3.) How to contribute and add to the debate! This is an interactive session so please come with details of a project or programme you’re involved with in mind.

5. Building an International and Complementary Team to Conduct a Social Impact AssessmentJean-Christophe Laugée, Danone, France, Cécile Renouard, ESSEC IRENE, France, Hélène L’Huillier, ESSEC IRENE, France & Amanda Sheehan, Consultant, Mexico

ESSEC and The SROI Network have been conducting a social impact assessment for a social business of Danone in Mexico, with a team composed of academics specialised in qualitative and quantitative studies and consultants who are members of The SROI Network. There are French, Canadian and English people on board. It’s a good example of the need for complementary skills in an evaluation team and the importance of networks.

3. SROI and Public Health – Evidencing the Social Value Created by Community AssetsGayle Whelan & Lisa Jane Hughes, Liverpool John Moores University, UK

Community assets, often led by third sector organisations and individuals, are increasingly at the forefront of holistic healthcare, becoming resilient and responding quickly to emerging health needs. But how can these assets measure their value, especially in relation to the impact on their mental health and wellbeing? This hotspot will evidence what we have learnt from conducting SROI analyses on community assets, and what we have understood through using this methodology in an academic field. The hotspot will also discuss what happens after the social value of an asset has been measured, considering the project future and how relevant the information is to commissioners. The workshop will use case studies, highlight project methodologies used, while encouraging discussions around how SROI can be used for the purposes of commissioning services to improve health and wellbeing.

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Research:

6. Optimising Social Impact AnalysisKim Bond, Independent Advisor, Social Impact Analysis, UK

This interactive hotspot will present extracts from the research “Optimising Social Impact Analysis”. The first part will look at the wider context of social impact analysis using a concept map. Topics covered will include financial investment, corporate social responsibility, ethics and value. We will then look at a methodology for optimising social impact analysis, including selecting and weighting criteria and discuss the implications of the results. There will be examples based on the requirements of domestic and sexual violence services with recommendations for general practice.

8. Exploring Social Investment – Learning From the Do-ersRachael Morgan, University of Manchester, UKThis hotspot is only available in the third rotation.

Are you or any of your clients in receipt of, or considering social investment in any form? What has been your experience so far? Are you seeing any gaps in the social investment market that you would like more research on? This interactive session will be a chance for you to tell us your thoughts on social investment where you operate and a chance to direct new research in this area. The feedback received at this session will be used to structure the research areas addressed by a new study into the impact of social investment for social sector organisations. Please note this session will not be offering training on what social investment is, rather a participatory session for you to tell us what you think it is!

7. Truly and Everywhere “Beyond” Measurement? Findings of a German SurveyZoë Felder, PHINEO gAG, Germany

Everybody talks about evaluation, monitoring and impact analysis – but if and how charity leaders run their organisations according to impact goals is – at least in Germany – widely unknown. In spring 2013 PHINEO together with KPMG and the Institut für den öffentlichen Sektor e.V. conducted an empirical survey on governance in social purpose organisations. More than 80 representatives of large NPOs were questioned about the relevance of impact orientation and measurement in their daily work and how it is established within their organisations. On the basis of the survey’s results we will discuss the assumption that we are “beyond measurement”. It might also be true, that in some countries, e.g. Germany, impact measurement is still in its infancy.


9. Making Social Impact Assessment Accessible to All: What are the Next Steps in France?Chloé Bellue, Avise, France & Emeline Stievenart, Consultant, France

Mouves, Avise and ESSEC have published “A petit précis” on social impact evaluation, based on workshops organised with various stakeholders. This community wants to go further: what would be your advise to generalise social impact assessment in France? This hotspot gives the opportunity to discuss and provide feedback on this social impact evaluation guide and the possible next steps.

10. Developing Impact Analysis Communication that Grandmothers Can UnderstandJaan Aps, Estonian Social Enterprise Network, Estonia

The mainstream public is still largely ignorant of the need for impact analysis even though they are decision-makers alongside politicians and government officials. If even our own grandmother does not get excited about it, how can we hope that our government leaders will? This hotspot will touch on practical solutions for communicating impact analysis in a simple and attractive way.

8. Social Impact by Design #SocImpDesJenni Inglis, Managing Director, VIE (for life) Ltd, UKThis hotspot is only available in the first and second rotations.

Social Impact Analysts may be involved in designing new interventions. Those that have will appreciate the difficulty of forecasting social impact of very novel solutions. Asking stakeholders what they think the impact might be is a start but it can be hard to get good answers and expensive to wait for pilots. This workshop explores how some of the practices that service designers use might be brought into forecasting social impact at the early stages of development of novel solutions.

In the session participants will be briefly introduced to a couple of service design methods and asked to respond to a walk through of visual/ physical representation of a new service to generate some data on its possible social impact. You will then have the chance to reflect on the potential of forecasting value in this way, identify possible pitfalls and make recommendations for further research.

Next Steps & New Approaches:

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12. The Future of SIAASIAA Board Members

This hotspot provides the opportunity for conference attendees, including SIAA members, to discuss their ideas with the SIAA board regarding the future development of SIAA. It provides the forum for a one-to-one discussion and feedback regarding practical and strategic issues, as well as possible contributions or partnership work you can offer to help move SIAA forward into 2014.

11. Get People to Love Impact MeasurementSonia Herrero, inProgress, Germany

How to love impact measurement? by understanding clearly how it will benefit you personally, making your daily work more rewarding and allowing you to constantly learn and improve what you do. In this hotspot you will participate in an exciting team exercise which illustrates the value and uses of impact measurement. This will be followed up with a period of reflection and a facilitated discussion. You will come away with some tools and techniques that inProgress has used successfully to motivate and inspire people to work on impact measurement.


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SpeakersKévin André Research Fellow, ESSEC IIES, France

Kévin André is research fellow at the Institute of Innovation and Social Entrepreneurship at ESSEC Business School. His research interests include the measurement of social impact. He leads several research-actions on this topic, including one in partnership with Grameen Veolia Water since 2011.

Jaan Aps Chairman of the Management Board, Estonian Social Enterprise Network, Estonia

The champion for social impact analysis in Estonia. Latest communication breakthrough: an opening speech at national TEDx event!

Chloé BellueProgramme Manager, Avise, France

Chloé Bellue is Programme Manager for the Social Entrepreneurship programme at Avise. Avise has been working for 10 years at the service of performance and the development of social benefit structures alongside numerous partners.

Nic BoltoEditor,The Difference, Australia

Nicholas Bolto is General Manager of Workplace Health at Sanitarium and has worked in the community and social justice sectors since his undergraduate years including CEO roles of numerous regional and national charities. Nic conceived The Difference after reading photojournalist Jim Goldberg’s “Rich and Poor” between philosophy and media studies lectures as a teenager. After a twenty year incubation period and now in year three, The Difference offers a new angle on old issues so that problems faced by many Australians can be more readily solved.


Kim BondIndependent Advisor, Social Impact Analysis, UK

An independent social impact analyst, researcher and advisor, Kim has 15 years’ experience in development across the public and private sectors, including work in fundraising, tendering, and facilitating collaboration as well as project planning and evaluation. Kim completed a Master of Research earlier in 2013.

Ben Carpenter Information Researcher & Coordinator (Social Accountability),The SROI Network, UK/International

Ben Carpenter graduated from the University of Liverpool with a degree in Politics & Communications. After completing a Masters degree he commenced a career within social housing carrying out diverse roles from data analyst to youth engagement. Ben has advised a number of small Voluntary Community Organisations across Merseyside as well as the international charity The Homeless World Cup. His passion for monitoring and recording the social outcomes for these organisations led to him becoming a Trustee of a social research charity called Interchange. With the SROI Network Ben is now responsible for developing the WikiVOIS resource.

Steve Coles Managing Director, Intentionality CIC, UK Steve Coles is the founder and Managing Director of Intentionality CIC, a social enterprise and well-being consultancy, specialising in social impact measurement and reporting. He is a trustee of two charities and a non-executive director of Justlife CIC. Steve was part-time Social Enterprise Development Manager for The Salvation Army in the UK between 2009 and 2013, and is a Fellow of the RSA and a member of the Social Enterprise UK Council, SROI Network, and of SIAA.

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Zoë Felder Analyst, PHINEO gAG, Germany

Zoë Felder is a political scientist. During her Ph.D. period she worked as a freelancer for PHINEO gAG, and since early 2012 has worked for PHINEO gAG full-time.

John Gargani Ph.D.President, Gargani + Company, USA

Dr. Gargani has 20 years of experience helping nonprofit organisations, foundations, corporations, and government agencies measure social impact. His current work ranges from directing large-scale randomised trials of scalable social solutions to supporting innovative social start-ups. He is the author of peer-reviewed publications in the field of evaluation; a board member of the American Evaluation Association; and a frequent speaker at evaluation conferences around the world. He holds a Ph.D. from UC Berkeley, where he specialised in measurement and evaluation; an M.S. in Statistics from NYU’s Stern School of Business; and an M.B.A. from the Wharton School of Business.

Will Goodhart Chief Executive, CFA Society UK & SIAA Trustee, UK

Will Goodhart has been chief executive of the CFA Society of the UK since December 2006. CFA stands for Chartered Financial Analyst and most CFA UK members are investment analysts or investment managers. Will directs the society’s work on professional standards and professional education and is the society’s media spokesman. Will joined CFA UK from Euromoney Institutional Investor plc where he was a divisional director with responsibility for specialist financial brands.


Harry HoareAssociate, Social Finance, UK

Harry joined Social Finance in January 2011 as an Analyst. He works on Social Impact Bond development in the fields of drug treatment and criminal justice. Harry previously worked at the politics think-tank Demos conducting research in the Capabilities Project and the Families and Societies Project. Harry holds an MPhil in Political Theory and BA in Politics, Philosophy and Economics from Oriel College, Oxford. During his time at Oxford, he founded a business offering summer school courses and taught Political Theory.

Lisa HughesResearch Assistant, Applied Health and Wellbeing Partnership, Centre for Public Health, Liverpool John Moores University, UK

Lisa Hughes has worked in the role as Research Assistant at The Centre for Public Health since 2011 as part of the Applied Health and Wellbeing Partnership, an evidence resource for the delivery of effective and sustainable health and wellbeing activities. Lisa’s work involves evaluating and conducting research in a wide range of Public Health and Clinical services.

Sonia Herrero Director, inProgress, Germany

Sonia Herrero is the Director of inProgress, a dynamic social enterprise offering training, facilitation and support services to non-governmental, non-profit organisations and their donors worldwide in support of their work. She has over fifteen years of professional experience with both the European Commission and NGOs working in the fields of human rights and development. In 2008 she founded inProgress with the goal of generating positive change in the world by offering NGOs services that maximise their potential. She works as a trainer, accredited coach, facilitator and evaluator, specialising in monitoring and evaluation, organisational development, and strategic planning.

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Jenni Inglis Managing Director, VIE (for life) Ltd, UK

Through VIE Jenni applies participatory techniques to developing and evaluating social purpose initiatives. In the social impact space she has evaluated everything from asset based approaches to mental health to a libraries programme, to support for adults facing chronic exclusion. She has supported the development of SROI and the SROI Network over the last 5 years; co-chairing the methodology sub-committee, assessing SROI reports for assurance and being an accredited practitioner herself since 2009. She brought the voices of homeless people to the development of a social impact bond, worked with CIPFA on training public service commissioners and developed a handbook on commissioning for social value with Leicestershire County Council. She also uses Hidden Insights (R) as an associate of Woodward Lewis, draws on participatory action research and service design thinking and techniques. Twitter @inglisjen

Anne KazimirskiDeputy Head of Measurement and Evaluation, NPC, UK

Anne is Deputy Head of the Measurement and Evaluation team, which helps charities and funders to measure and communicate their impact. Her role includes developing tools and approaches for improving impact measurement for a wide range of organisations, as well as developing shared measurement frameworks. This involves designing sector-specific tools and questionnaires to be used by a range of providers. Anne has 14 years’ experience as a social researcher, with a strong background in research design, delivery and analysis, and communication of research findings to a variety of audiences. Her previous experience has focused on the children and families sector, including parental employment, childcare and early years education, family relationships, domestic violence, and parental separation.


Hélène L’Huillier PhD Student, ESSEC IRENE, France

Hélène is a statistician graduated from ENSAE and holding a master’s degree in Economics and Public Policy. She previously worked as a public policy assessment coordinator for the Experimental Fund for Youth. She’s now a PhD candidate in the CODEV Program of ESSEC IRENE and is working on social impact assessment in Nigeria and Mexico.

Jean-Christophe Laugée Danone Ecosystem Fund Director, Danone, France

Entered in Danone in 1998 as Industrial Human Resources and Organisation Manager within the Baby Food division after 6 years as Business Lawyer in 2 Groups. In 2002 he joined Danone Russia as Human Resources Director and became CIS Zone HR Director in 2007. In 2007 he took the position of Group Sustainable Integration Director. He was appointed in his present position in 2009. As of today he supports the deployment of 47 ecosystem inclusive business model initiatives co-created with non profit organisation in more than 30 countries and contributed to the definition of Ecosystem overall strategy and governance.

Joy MacKeith Director, Triangle, UK

Joy MacKeith is a founding director of Triangle, a social enterprise supporting organisations to take an outcomes approach to their work. She is co-author of the family of Outcomes Star tools and leads on the development of the Outcomes Star methodology. She has written a number of reflective pieces on the Outcomes Star approach including an award-winning article on the development and theoretical underpinnings of the Star published in the Journal of Housing Care and Support. She has worked for a number of homelessness and development charities and at the Centre for Civil Society at the London School of Economics where she authored a number of publications on the management of NGOs. Before starting Triangle she was a director of the voluntary sector consultancy Compass Partnership.

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Rosemary MaguireSenior Consultant, nef consulting, UK/International

Rosemary Maguire is a consultant with experience in providing clients, including local authorities, NHS organisations, national and local charities with bespoke outcome measurement frameworks and evaluations of their work. Rosemary leads on nef consulting’s research into education, skills and public health. Her interests lie in supporting organisations to understand how their interventions can create the building blocks of change in the lives of citizens, and how this can be effectively measured and communicated. Her recent work with UK charities has taken the principles of measurement into new policy areas; using pilot projects to question the values which underpin how and why we support individuals with chronic and multiple disadvantage.

Rachael MorganPostgraduate researcher, The Leverhulme Centre for the Study of Value at the IDPM University of Manchester, UK

Rachael Morgan is postgraduate doctoral research associate at the Leverhulme Centre for Social Value at the University of Manchester. Her research is focused on the theoretical assumptions underpinning the emergence of investing for social impact or value in the context of public sector procurement and private sector tendering. Rachael is undertaking this research alongside her consultancy work in order to remain at the forefront of current trends in this field. As a consultant Rachael is an Associate at Intentionality CIC. She has 4 years of experience working in the field of social impact measurement. Rachael is also a Board member of the Social Return On Investment network’s UK Council and a member of SIAA’s Social Investment Working Group.


Jeremy Nicholls Chairman of SIAA & Chief Executive of The SROI Network,UK/International

Jeremy Nicholls is the Chairman of SIAA and the Chief Executive of the Social Return on Investment (SROI) Network since 2008. He set up the Cat’s Pyjamas running events to promote the value of social enterprise and shortly after started working on the development of SROI. He wrote ‘There is no business like Social Business’ with Liam Black and co-wrote the UK Government supported ‘Guide to SROI’. In addition to being a trustee of SIAA, he is a director of the FRC Group – a social business based in Liverpool – and a director of Social Evaluator, an online platform for the analysis of social returns.

Neil Reeder Lead Researcher & Director, LSE Cities & Head and Heart Economics, UK

Neil is a researcher on social investment at the London School of Economics and director of Head and Heart Economics. An LSE graduate, his posts have included head of analysis to the Gershon Review of Efficiency, and programme leader on public service innovation at the Young Foundation. Recent publications include Measuring Impact and Non-financial Returns in Impact Investing: a Critical Overview of Concepts and Practice (LSE 2013), Strengthening social innovation in Europe – journey to effective metrics and assessment (European Commission 2012) and Outcomes framework for young people’s services (Young Foundation 2012).

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Cécile Renouard Director of the CODEV Research Programme, ESSEC IRENE, France

Dr. Cécile Renouard is Director of the CODEV – Companies and Development – Research Programme at the Institute for Research and Education on Negotiation (IRENE) at ESSEC Business School in Paris. She also teaches political philosophy and social ethics at the Jesuit University of Paris (Centre Sèvres) and at the engineering school École des Mines de Paris. Within CODEV she studies, in partnership with social and political scientists and economists, the societal performance of different companies (Total, Veolia, Michelin, Danone) in diverse countries (Nigeria, India, Indonesia, Mexico).

She holds a Doctorate in Political Philosophy from École des Hautes Études en Sciences Sociales in Paris, as well as a Master of Science in Management from ESSEC Business School and a Master of Arts in Theology from Centre Sèvres (Paris).

Andreas RickertCEO, Phineo & SIAA Trustee, Germany

Dr. Andreas Rickert became the CEO of PHINEO in December 2009. Prior to initiating PHINEO, Andreas served as Director at Bertelsmann Stiftung for two years and was responsible for its projects relating to the third sector and promoting civil society. From 2004 to 2008 Andreas worked as project manager with McKinsey and Company where his focus was on public sector and healthcare industry in Europe and the Middle East. Andreas did his PhD in molecular genetics at the Max-Planck-Institute in Cologne and the Stanford University in Palo Alto.


Benoit RingotProject Director , Veolia, France

Benoit Ringot is Project Manager for the Innovation and Markets Department at Veolia. He is responsible for the development of new Veolia bids focused on social issues. In this capacity, Benoit has been directing the developments of Grameen Veolia Water in Bangladesh since 2008: a company which produces and distributes drinking water to rural areas of Bangladesh. Benoit holds a DEA in Environmental Sciences (Université Aix Marseille) and a Masters from HEC Paris in Sustainable Development Management.

Ben Rickey Project Manager, Agence Nouvelle des Solidarités Actives (ANSA), France

Ben is Project Manager at l’Agence nouvelle des solidarités actives (ANSA), a French think and do tank that tests innovative solutions to poverty and social exclusion. Prior to joining ANSA, Ben worked for over 5 years as a consultant in the UK, initially on issues of neighbourhood regeneration, and subsequently helping charities and funders to improve their effectiveness and increase their impact with New Philanthropy Capital. He has a particular interest in evaluation and how evidence is used in policy making.

Sophie Robin Partner, Stone Soup, Spain

Sophie Robin is co-founder of Stone Soup Consulting, a social business which aims at strengthening organisations that are seeking to increase their social impact. Before that, Sophie worked for the Food and Agriculture Organisation of the United Nations as the Liaison Officer with Civil Society Organisations for Latin America and the Caribbean. She has also worked for several NGOs and served as CEO for the Portuguese NGDO Platform. Within Stone Soup Consulting, she has been specialising on scaling-up strategy of social initiatives, as well as on social impact, advising social entrepreneurs and Venture Philanthropy organisations on how to measure, monitor and report on their social impact.

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Kate Ruff PhD Candidate in Accounting, York University, Canada

Kate Ruff is a PhD Candidate in Accounting at Schulich School of Business, York University. Her research focuses on the implications of different approaches to measuring and reporting social results. Prior to returning to school, Kate was a lead researcher at Charity Intelligence Canada (Ci), responsible for developing methods for assessing the social impact of charities. She has worked as a consultant to non profits, and social enterprises in Canada, UK and Nepal, specializing in evaluating double bottom line organizations. Kate has a B.Com from McGill University and a MSc. from the London School of Economics.

Amanda Sheehan Consultant, Mexico

Amanda is a consultant, with a special focus on strategy development, impact measurement, and data analysis. Based in Mexico, she works with various organisations to facilitate communication gaps between funders and local non-profit organistions, and implement evaluation tools for impact measurement (SROI, Outcome mapping).

Thierry Sibieude Chaired Professor in Social Entrepreneurship, ESSEC, France

Following a career in urban services (“Générale des Eaux”, former Veolia), Thierry has been professor at ESSEC Business School since 1996. He founded the Social Entrepreneurship Chair in 2003. His main research areas are Social Entrepreneurship, Social Impact Measurement, Corporate Social Responsibility, Management of Sustainability and Management of Non-Profit Organisations, with a focus in the field of disabled people and social public policies. In 2002, he created an innovative programme, the PQPM programme. The PQPM programme proposes a solution to improve social diversity in university education. Thierry has also developed a local political involvement, being elected as “conseiller general” in the Val d’Oise Council in 2001.


Louise Swistek Investment Officer, Le Comptoir de l’Innovation, France

After an education in Politics and Economics and after completing a Master’s degree in Finance at Sciences Po Paris (Institut d’Etudes Politiques de Paris), Louise Swistek worked as an investment officer at Investisseur et Partenaire, a private equity fund specialised in SMEs and MFIs in Africa. In 2011, she joined Groupe SOS, the European leading social enterprise (10,000 employees, $650 million turnover) fighting against social exclusion and poverty. Louise is now investment officer at Le Comptoir de l’Innovation.

Emeline Stievenart Consultant, France

Emeline Stievenart is a consultant specialised in social impact assessment. With ESSEC IIES, she has tested different social impact assessment methods, such as SROI, in various areas (work integration, home help, social housing, social business, etc.) and has developed an executive training on the topic.

Ruth Whateley Manager, The Social Impact Analysts Association,UK/International

Ruth is SIAA’s Manager. She leads on the development of SIAA’s network of social impact analysts and the expansion of member services which respond to the needs of the social impact community. Ruth previously worked as International Development Coordinator for Student Hubs and as a Communications Assistant for 2Way Development.

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Gayle Whelan Community Asset Researcher, Applied Health and Wellbeing Partnership, Centre for Public Health, Liverpool John Moores University, UK

With six years’ experience as a public health researcher, focusing on health and wellbeing, my current projects involve conducting Social Return On Investment analyses on community assets – projects, initiatives, individuals who positively contribute to improved mental health and wellbeing. My role within the Applied Health and Wellbeing Partnership within the Centre for Public Health is project lead for a two-year initiative to map and evidence the social value of these community assets on the Wirral, North West England.

Bettina WindauDirector, Bertelsmann Stiftung & SIAA Trustee, Germany

Bettina joined the Bertelsmann Stiftung in 1991. With 20 years of experience in philanthropy and non-profit organisations, she has been responsible for education, philanthropy and civil society programmes in Germany, Spain, Egypt and Poland as well as international experts’ networks and associations. From 2008 until 2011 she chaired the Capacity Building Committee of the European Foundation Centre EFC in Brussels. Previously she worked in executive positions in public libraries. Bettina holds degrees from the University of Applied Science Hamburg and Bern University. As a volunteer she works as Chair of a Community Foundation.


About SIAA

SIAA is its membership: an international network of practitioners and professionals working in social impact across a range of different sectors, countries, and approaches.

Our vision is of a world in which social purpose organisations use social impact analysis to set strategy and deliver on their core mission.

Through our activities our mission is to build an active international community of social impact analysts, who are supported, represented and skilled practitioners, able to develop more effective social purpose organisations and increase positive social impact.

For more information about SIAA visit www.siaassociation.org or find us on twitter at @SIAAssociation.

Thank you to our partners:

Thanks to all the speakers, facilitators, and volunteers, we really appreciate your help and hard work.

A special thanks to Kévin André, Claire Morkel, and Emeline Stievenart who have generously given their time and support to make Beyond Measurement possible.

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ESSEC Business School

Since its founding in 1907, ESSEC has been developing a unique learning model based upon its strong identity and core values: innovation, open-mindedness, responsibility and excellence.

The ESSEC mission is to educate responsible leaders for tomorrow’s world.Its comprehensive range of programmes - covering undergraduate, graduate and executive education -reflects ESSEC’s tailor-made approach, and is designed to train entrepreneurs and managers who are ambitious, economically aware and socially responsible.

ESSEC’s teaching method is focused upon 4 main goals: the ability to manage process through theoretical knowledge and practical experience, face complex business situations, rise to leadership thanks to authenticity and communication skills and finally develop abilities to integrate social and cultural issues in business.

ESSEC’s dynamic research activity (over 700 academic articles and publications in the last 5 years) and its 18 research and teaching chairs and 6 institutes that bring together professors and companies, generate a wealth of knowledge and management theory that is continuously contributing to the improvement of organisational performance for the 21st century.Faced with the ever-changing challenges of globalisation, ESSEC’s strategy to develop its resources, global presence and partnership network is the pursuit of an ambitious goal: to be ranked amongst the 20 most influential business schools in the world and to position itself as a leading educational institution in Asia.

ESSEC Institute of Innovation and Social Entrepreneurship

Our Vision:Social entrepreneurship is an effective and responsible way of tackling societal needs which neither public services nor business can fully satisfy. Social entrepreneurship works for the benefit of individuals and the common good, in a context of sustainable development, in both hemispheres. Social entrepreneurs drive innovation and have a positive impact on public authorities and private profit-based organisations, enabling them to generate systemic change. www.iies.essec.edu


Documents

Beyond Measurement Conference Programme