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Certainty comes from the courage to follow
               uncertain paths




   Social Enterprise
Strategic Planning v 3.0
Very Simple Questions




    What is your name,
    and who are you ??!




1
Very Simple Questions

    • Non-Government and Non-Profit
      organization are negative terms
      in nature, and tells us only what
      these organizations are not.
      These organizations do
      something very different from
      either business or government.

    • These organizations “product”
      is neither a pair of shoes nor an
      effective regulation. Its
      “product” is a changed human
      being.



2
Very Simple Questions


            These organization are human-change
         agents, their “product” is: a cured patient, a
          child that learns, a young man or women
             grown into a self-respecting adult, a
           volunteer who contributes his time and
         efforts, a donor that contributes donations,
           an employee who loves being there and
          serving; a changed human life altogether.




3
Agenda:

    •   What is Social Enterprise
    •   Profile of Social Entrepreneurs
    •   Social Enterprise Strategic Directions
    •   Social Enterprise (SE) Planning V.S. Commercial Enterprise
        (CE) Planning




4
What is Social Enterprise ?


    An enterprise that has social
    impact as a principal component
    of its activity

    Non-Profit

    For-Profit

    Public Sector


    Because of this social mission, it
    is an enterprise different than a
    conventional commercial entity


5
Agenda:

    •   What is Social Enterprise
    •   Profile of Social Entrepreneurs
    •   Social Enterprise Strategic Directions
    •   Social Enterprise (SE) Planning V.S. Commercial Enterprise
        (CE) Planning




6
Profile of Social Entrepreneurs (1) :
                             Dr. Mohammad Yunus
For-Profit


    •   He is a Bangladeshi banker and
        economist. He previously was a
        professor of economics and is
        famous for his successful
        application of microcredit -
        Grameen Bank

    •   Grameen Bank is a microfinance
        organization and community
        development bank started in
        Bangladesh that makes small loans
        for the poor people who have skills
        that are under-utilized

    •   In 2006, Yunus and the bank were
        jointly awarded the Nobel Peace
        Prize
7
Profile of Social Entrepreneurs (2) :
                              Jeremy Hockenstein
For-Profit

    • He is the founder and Chief
      Executive Officer of Digital Divide
      Data (DDD), before that Jeremy
      was a strategy consultant at
      McKinsey and Company, he holds
      MBA from the Massachusetts
      Institute of Technology

    • (DDD) Delivers highly accurate
      data-entry and digitization
      services for customers while
      maintaining a mission to employ
      underprivileged youth and
      facilitate their human development
      through providing fair wages,
      health care, education, and career
      advancement opportunities

8
Profile of Social Entrepreneurs (3):
                                 Dr. Victoria Hale
Non-Profit


    •   She is the founder of The Institute
        for OneWorld Health, she holds
        Ph.D. in Pharmaceutical Chemistry
        from the University of California,
        San Francisco (UCSF). She works
        also as an advisor to the World
        Health Organization (WHO)

    •   The Institute for OneWorld Health is
        a nonprofit pharmaceutical
        company develops safe, effective,
        and affordable new medicines for
        people with infectious diseases in
        the developing countries




9
Profile of Social Entrepreneurs (4):
                                     Zedny Team
Non-Profit


     •   They design and implement
         intensive, comprehensive training
         programs for the youth.

     •   The training is delivered by
         professional trainers, at very
         competitive prices that would help
         equip them with the skills needed to
         face the current global challenges




10
Agenda:

     •   What is Social Enterprise
     •   Profile of Social Entrepreneurs
     •   Social Enterprise Strategic Directions
     •   Social Enterprise (SE) Planning V.S. Commercial Enterprise
         (CE) Planning




11
Your Strategic Choices



                                Charity

                                  OR

                             Development


                          Are there really any
                             Differences ?!


12
Your Strategic Choices (1) – Return Structure




                                     Social Return

                                         V.S.

                                   Economic Return




13
Social Return V.S. Economic Return


                                           Social and/or Environmental Return
 Social Enterprises walk a tightrope in
  trying to balance the generation of       Purely philanthropic enterprises
  both social/environmental and
  economic returns

 To remain effective and sustainable
  at the same time.

 The balance between economic and
  social/environmental return are
  choices base on each enterprise’s                                   Purely commercial
  preference.                                                            enterprises


                                                                      Economic Return


14
Your Strategic Choices (2) – Offering


                                    Service Oriented

                                          OR

                                   Product Oriented

                                          OR

                                   Hybrid Enterprise


15
Product…Service…Hybrid


             Ebannok.com                                        Digital Divide Data (DDD)
       Provides an e-commerce                                 Delivers highly accurate data-
          platform to sell the                                entry and digitization services
     handicrafts produced in rural                                 for customers while
             communities                                        maintaining a mission to
                                                              employ underprivileged youth



                                            Hybrid
                                           Enterprise


                                               TRN
                            Its work involves preserving indigenous
                               agricultural knowledge in Thailand,
                           combining it with global best practices to
                            deliver appropriate knowledge and best
                           solutions using ICTs to rural communities

16
Your Strategic Choices (3) – Human Capital
 Orientation




                                  Volunteers Based

                                         OR

                                  Employees Based




17
Volunteers…Employees


      Wikipedia         Oxfam




18
Your Strategic Choices (4) – Financing Options


                               Fundraising & Sponsors
                                       Based

                                         OR

                                  Donations Based

                                         OR

                                  Projects Financing


19
Sponsors…Donation…Project Financing

                                University Research –
     Qatar Charity   Al-Boraq
                                    e.g. Stanford




20
Your Strategic Choices (5) – Growth Model




                                 Physical Expansion

                                         OR

                                Spread of the Concept




21
Physical Expansion…Spread of the Concept


        Resala                      Life-Makers




22
Your Strategic Choices (6) – Working Sector
                                       Culture
                                         OR
                                Economic Development
                                         OR
                                      Education
                                         OR
                                    Public Health
                                         OR
                                   Poverty & Hunger
                                         OR
                                     Environment
                                         OR
23                                      Hybrid
Culture..Education..Public Health..Poverty..Environment..Hybrid


  Al Sawy        America           RPM        Keep Egypt    Bill Gates
Culture wheel   University in   Partnership     Clean      Foundation
                   Cairo




 24
Your Strategic Choices (7) – Involvement Type


                                      Investor

                                        OR

                                    Intermediary

                                        OR

                                    Implementer



25
Investor…Intermediary…Implementer


                                     Save The
       Voxtra          Social Edge
                                     Children




26
Your Strategic Choices (8) – Value Chain Positioning

                                            R&D



                                             OR

                                      Program / Activity
                                           Design


                                             OR


                                       Implementation



                                             OR


                                         Advocacy


27
R&D…Design…Implementation…Advocacy




28
Your Strategic Choices (9) – Beneficiaries
 Segmentation
                          Easier        Harder



                                                     Socioeconomics
                                                            OR
                                                     Demographics




                                          Internal
                             External
                                                            OR
                                                     Interests & Skills
                                                            OR
                                                     Values & Beliefs

                          Harder        Easier
29
Socioeconomics…Demographics…Interests & Skills…
 Values & Beliefs




30
Putting All Together – Social Enterprise Puzzle (9 pieces)



       Return Structure
                                              Human Capital
                          Offering             Orientation




      Financing Options
                                                  Working
                             Value Chain          Sector
                             Positioning




      Beneficiaries                            Involvement
      Segmentation           Growth                Type
                             Model




31
Remember !!


             These organization are human-change
          agents, their “product” is: a cured patient,
          a child that learns, a young man or women
              grown into a self-respecting adult, a
            volunteer who contributes his time and
          efforts, a donor that contributes donations,
            an employee who loves being there and
           serving; a changed human life altogether.




32
Agenda:

     •   What is Social Enterprise
     •   Profile of Social Entrepreneurs
     •   Social Enterprise Strategic Directions
     •   Social Enterprise (SE) Planning V.S. Commercial Enterprise
         (CE) Planning




33
Social Enterprise (SE) Planning V.S.
 Commercial Enterprise (CE) Planning


           SE Business Planning              CE Business Planning

        The Problems/Opportunity            The Problems/Opportunity
          Mission, Vision, Values            Vision, Mission, Values
            Theory of Change                            ---
               The Solution                        The Solution
               Social Impact                            ---
     Competition Analysis - Partnership       Competition Analysis
             Social Marketing                       Marketing
              Team & HR Plan                     Team & HR Plan
       Financial Plan & Fundraising               Financial Plan
      Impact Monitoring & Evaluation      Impact Monitoring & Evaluation




34
Agenda:

     •       What is Social Enterprise
     •       Profile of Social Entrepreneurs
     •       Social Enterprise Strategic Directions
     •       Social Enterprise (SE) Planning V.S. Commercial Enterprise
             (CE) Planning
         •   The Problems/Opportunity       • Competition Analysis - Partnership
         •   Mission, Vision, Values        • Social Marketing
         •   Theory of Change               • Team & HR Plan
         •   The Solution                   • Financial Plan & Fundraising
         •   Social Impact                  • Impact Monitoring & Evaluation




35
The Problems/Opportunity (2)

     •   What cause the problem?
         Develop a logical argument on the
         causes that create the problem
         situation.

     •   Why is it important, what is the
         scale?
         Give clear explanation why the
         problem matter. What damage would
         it do, what good will it prevent, what
         opportunity it brings? How big is the
         problem and opportunity?




36
The Problems/Opportunity (1)

     • What is the problem?
       Develop the problem statement that by providing context, problem
       situation (initial) and desired situation (goal).




37
Agenda:

     •       What is Social Enterprise
     •       Profile of Social Entrepreneurs
     •       Social Enterprise Strategic Directions
     •       Social Enterprise (SE) Planning V.S. Commercial Enterprise
             (CE) Planning
         •   The Problems/Opportunity       • Competition Analysis - Partnership
         •   Mission, Vision, Values        • Social Marketing
         •   Theory of Change               • Team & HR Plan
         •   The Solution                   • Financial Plan & Fundraising
         •   Social Impact                  • Impact Monitoring & Evaluation




38
Mission, Vision, Values

     • Social Enterprise Mission, is the
       most critical element in Social
       planning.

     • The mission would give you a
       sense of purpose or the reason
       why your social enterprise exist.

     • Why are we together?

     • Why we wake up every morning?




39
Agenda:

     •       What is Social Enterprise
     •       Profile of Social Entrepreneurs
     •       Social Enterprise Strategic Directions
     •       Social Enterprise (SE) Planning V.S. Commercial Enterprise
             (CE) Planning
         •   The Problems/Opportunity       • Competition Analysis - Partnership
         •   Mission, Vision, Values        • Social Marketing
         •   Theory of Change               • Team & HR Plan
         •   The Solution                   • Financial Plan & Fundraising
         •   Social Impact                  • Impact Monitoring & Evaluation




40
Theory of Change

     • Theory of Change is a way of         • The basic format of any theory
       thinking about how the                 of change can be express as…
       outcomes of your activities
       lead ultimately to your desired         To make desirable CHANGE
       social impact                           happen, Condition1,
                                               Condition2, Condition(n)
     • For example:                            must be met.
       • If rural communities can sell
                                               Or
         their local handicraft produce
         through an online e-commerce
                                               If Condition1, Condition2,
         platform, there will be economic
                                               Condition(n) are met, then,
         development in rural
                                               the desirable CHANGE will
         communities
                                               happen.


41
Agenda:

     •       What is Social Enterprise
     •       Profile of Social Entrepreneurs
     •       Social Enterprise Strategic Directions
     •       Social Enterprise (SE) Planning V.S. Commercial Enterprise
             (CE) Planning
         •   The Problems/Opportunity       • Competition Analysis - Partnership
         •   Mission, Vision, Values        • Social Marketing
         •   Theory of Change               • Team & HR Plan
         •   The Solution                   • Financial Plan & Fundraising
         •   Social Impact                  • Impact Monitoring & Evaluation




42
The Solution

     • What is your solution (products
       or services)?

     • Who are your customers?

     • How is ICTs a critical and integral
       component to your solution?



        Check www.kiva.org




43
Agenda:

     •       What is Social Enterprise
     •       Profile of Social Entrepreneurs
     •       Social Enterprise Strategic Directions
     •       Social Enterprise (SE) Planning V.S. Commercial Enterprise
             (CE) Planning
         •   The Problems/Opportunity       • Competition Analysis - Partnership
         •   Mission, Vision, Values        • Social Marketing
         •   Theory of Change               • Team & HR Plan
         •   The Solution                   • Financial Plan & Fundraising
         •   Social Impact                  • Impact Monitoring & Evaluation




44
Social Impact

     • What is your ultimate desired
       social change?

     • What are outcomes derived
       from your planned activities?




            1            2             3       4             5

          Inputs      Activities   Outputs   Outcomes   Social Impact




45
Agenda:

     •       What is Social Enterprise
     •       Profile of Social Entrepreneurs
     •       Social Enterprise Strategic Directions
     •       Social Enterprise (SE) Planning V.S. Commercial Enterprise
             (CE) Planning
         •   The Problems/Opportunity       • Competition Analysis - Partnership
         •   Mission, Vision, Values        • Social Marketing
         •   Theory of Change               • Team & HR Plan
         •   The Solution                   • Financial Plan & Fundraising
         •   Social Impact                  • Impact Monitoring & Evaluation




46
Competition Analysis

     •   Who else are solving the
         problems?

     •   Who are your Competitors /
         Substitutes / Compliment Bodies
         / Partners?

     •   What can do you better or
         different from them?




47
Partnership

     •   As no one can be the best at
         everything, partners are needed in
         order to maximize your social
         impact

     •   Partners are people and
         organizations that care about your
         mission. They might be in the field
         longer than you, they might have
         competency that you can’t match

     •   What is important is to identify and
         learn how to work together in order
         to achieve synergy (1+1=11)



48
Agenda:

     •       What is Social Enterprise
     •       Profile of Social Entrepreneurs
     •       Social Enterprise Strategic Directions
     •       Social Enterprise (SE) Planning V.S. Commercial Enterprise
             (CE) Planning
         •   The Problems/Opportunity       • Competition Analysis - Partnership
         •   Mission, Vision, Values        • Social Marketing
         •   Theory of Change               • Team & HR Plan
         •   The Solution                   • Financial Plan & Fundraising
         •   Social Impact                  • Impact Monitoring & Evaluation




49
Social Marketing

     • Any enterprise’s ultimate clients
       that are critical to their survival
       fall into two groups.

      • Two different types of marketing
        campaigns have to be designed
        to satisfy the donors and to obtain
        the attention of the target groups.

      • Both groups have to be told
        clearly of what they can expect
        from your social enterprise.




50
Agenda:

     •       What is Social Enterprise
     •       Profile of Social Entrepreneurs
     •       Social Enterprise Strategic Directions
     •       Social Enterprise (SE) Planning V.S. Commercial Enterprise
             (CE) Planning
         •   The Problems/Opportunity       • Competition Analysis - Partnership
         •   Mission, Vision, Values        • Social Marketing
         •   Theory of Change               • Team & HR Plan
         •   The Solution                   • Financial Plan & Fundraising
         •   Social Impact                  • Impact Monitoring & Evaluation




51
Team & HR Plan

     • What is your human resource
       requirement?

     • What is your advisory and
       mentorship needs?

     • Who are your core team?

     • Self-Motivation is the Key

     • Leadership is the basic
       ingredient


52
Agenda:

     •       What is Social Enterprise
     •       Profile of Social Entrepreneurs
     •       Social Enterprise Strategic Directions
     •       Social Enterprise (SE) Planning V.S. Commercial Enterprise
             (CE) Planning
         •   The Problems/Opportunity       • Competition Analysis - Partnership
         •   Mission, Vision, Values        • Social Marketing
         •   Theory of Change               • Team & HR Plan
         •   The Solution                   • Financial Plan & Fundraising
         •   Social Impact                  • Impact Monitoring & Evaluation




53
Financial Plan & Fund Raising


               Sponsorship



                             Revenues


     Revenue
     Sources


                             Donations



               Membership
                 Fees


54
Agenda:

     •       What is Social Enterprise
     •       Profile of Social Entrepreneurs
     •       Social Enterprise Strategic Directions
     •       Social Enterprise (SE) Planning V.S. Commercial Enterprise
             (CE) Planning
         •   The Problems/Opportunity       • Competition Analysis - Partnership
         •   Mission, Vision, Values        • Social Marketing
         •   Theory of Change               • Team & HR Plan
         •   The Solution                   • Financial Plan & Fundraising
         •   Social Impact                  • Impact Monitoring & Evaluation




55
Impact Monitoring & Evaluation

 • An evaluative logical model (LM) allows you to link your inputs,
   outputs, activities, outcomes and goals together. For evaluation
   purposes, the most important basic task is to be able to logically link
   your activities, outputs, short-term outcomes, intermediate outcomes
   and final goal together
                      Evaluative Logical Model Sample




56
Social Enterprise Development Cycle




                       Fast &
                        Rapid
                       Change




57
Story Time




                 The
               Emperor’s
              New Clothes

58
References

 •   http://www.ideo.com                              •   http://www.icatsprogram.com/
 •   http://www.wkkf.org                              •   http://innocentive.com/
 •   http://www.aspeninstitute.org                    •   http://www.keepegyptclean.com/
 •   http://www.bridgespan.org/                       •   http://www.nextbillion.net/
 •   http://www.ted.com/                              •   http://www.rollbackmalaria.org/
 •   http://www.ssireview.org/                        •   http://www.savethechildren.org/
 •   http://www.acumenfund.org/                       •   http://www.socialedge.org/
 •   http://alternativebreaks.org/                    •   http://www.voxtra.org/
 •   http://www.ashoka.org/                           •   http://www.kiva.org/
 •   http://www.care.org/                             •   http://www.oxfam.org/
 •   http://www.charitynavigator.org/                 •   http://resala.org/
 •   http://www.clintonglobalinitiative.org/          •   http://www.qcharity.org/arabic/index.
 •   http://www.culturewheel.com/                         aspx
 •   http://www.gatesfoundation.org/Pages/home.aspx   •   http://www.digitaldividedata.org/
 •   http://www.genevaglobal.com/                     •   http://www.ebannok.com/eng_new/
 •   http://www.globalvolunteers.org/                 •   http://www.grameen-info.org/

59
Thank You



60

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Social enter strategic planning

  • 1. Certainty comes from the courage to follow uncertain paths Social Enterprise Strategic Planning v 3.0
  • 2. Very Simple Questions What is your name, and who are you ??! 1
  • 3. Very Simple Questions • Non-Government and Non-Profit organization are negative terms in nature, and tells us only what these organizations are not. These organizations do something very different from either business or government. • These organizations “product” is neither a pair of shoes nor an effective regulation. Its “product” is a changed human being. 2
  • 4. Very Simple Questions These organization are human-change agents, their “product” is: a cured patient, a child that learns, a young man or women grown into a self-respecting adult, a volunteer who contributes his time and efforts, a donor that contributes donations, an employee who loves being there and serving; a changed human life altogether. 3
  • 5. Agenda: • What is Social Enterprise • Profile of Social Entrepreneurs • Social Enterprise Strategic Directions • Social Enterprise (SE) Planning V.S. Commercial Enterprise (CE) Planning 4
  • 6. What is Social Enterprise ? An enterprise that has social impact as a principal component of its activity Non-Profit For-Profit Public Sector Because of this social mission, it is an enterprise different than a conventional commercial entity 5
  • 7. Agenda: • What is Social Enterprise • Profile of Social Entrepreneurs • Social Enterprise Strategic Directions • Social Enterprise (SE) Planning V.S. Commercial Enterprise (CE) Planning 6
  • 8. Profile of Social Entrepreneurs (1) : Dr. Mohammad Yunus For-Profit • He is a Bangladeshi banker and economist. He previously was a professor of economics and is famous for his successful application of microcredit - Grameen Bank • Grameen Bank is a microfinance organization and community development bank started in Bangladesh that makes small loans for the poor people who have skills that are under-utilized • In 2006, Yunus and the bank were jointly awarded the Nobel Peace Prize 7
  • 9. Profile of Social Entrepreneurs (2) : Jeremy Hockenstein For-Profit • He is the founder and Chief Executive Officer of Digital Divide Data (DDD), before that Jeremy was a strategy consultant at McKinsey and Company, he holds MBA from the Massachusetts Institute of Technology • (DDD) Delivers highly accurate data-entry and digitization services for customers while maintaining a mission to employ underprivileged youth and facilitate their human development through providing fair wages, health care, education, and career advancement opportunities 8
  • 10. Profile of Social Entrepreneurs (3): Dr. Victoria Hale Non-Profit • She is the founder of The Institute for OneWorld Health, she holds Ph.D. in Pharmaceutical Chemistry from the University of California, San Francisco (UCSF). She works also as an advisor to the World Health Organization (WHO) • The Institute for OneWorld Health is a nonprofit pharmaceutical company develops safe, effective, and affordable new medicines for people with infectious diseases in the developing countries 9
  • 11. Profile of Social Entrepreneurs (4): Zedny Team Non-Profit • They design and implement intensive, comprehensive training programs for the youth. • The training is delivered by professional trainers, at very competitive prices that would help equip them with the skills needed to face the current global challenges 10
  • 12. Agenda: • What is Social Enterprise • Profile of Social Entrepreneurs • Social Enterprise Strategic Directions • Social Enterprise (SE) Planning V.S. Commercial Enterprise (CE) Planning 11
  • 13. Your Strategic Choices Charity OR Development Are there really any Differences ?! 12
  • 14. Your Strategic Choices (1) – Return Structure Social Return V.S. Economic Return 13
  • 15. Social Return V.S. Economic Return Social and/or Environmental Return Social Enterprises walk a tightrope in trying to balance the generation of Purely philanthropic enterprises both social/environmental and economic returns To remain effective and sustainable at the same time. The balance between economic and social/environmental return are choices base on each enterprise’s Purely commercial preference. enterprises Economic Return 14
  • 16. Your Strategic Choices (2) – Offering Service Oriented OR Product Oriented OR Hybrid Enterprise 15
  • 17. Product…Service…Hybrid Ebannok.com Digital Divide Data (DDD) Provides an e-commerce Delivers highly accurate data- platform to sell the entry and digitization services handicrafts produced in rural for customers while communities maintaining a mission to employ underprivileged youth Hybrid Enterprise TRN Its work involves preserving indigenous agricultural knowledge in Thailand, combining it with global best practices to deliver appropriate knowledge and best solutions using ICTs to rural communities 16
  • 18. Your Strategic Choices (3) – Human Capital Orientation Volunteers Based OR Employees Based 17
  • 19. Volunteers…Employees Wikipedia Oxfam 18
  • 20. Your Strategic Choices (4) – Financing Options Fundraising & Sponsors Based OR Donations Based OR Projects Financing 19
  • 21. Sponsors…Donation…Project Financing University Research – Qatar Charity Al-Boraq e.g. Stanford 20
  • 22. Your Strategic Choices (5) – Growth Model Physical Expansion OR Spread of the Concept 21
  • 23. Physical Expansion…Spread of the Concept Resala Life-Makers 22
  • 24. Your Strategic Choices (6) – Working Sector Culture OR Economic Development OR Education OR Public Health OR Poverty & Hunger OR Environment OR 23 Hybrid
  • 25. Culture..Education..Public Health..Poverty..Environment..Hybrid Al Sawy America RPM Keep Egypt Bill Gates Culture wheel University in Partnership Clean Foundation Cairo 24
  • 26. Your Strategic Choices (7) – Involvement Type Investor OR Intermediary OR Implementer 25
  • 27. Investor…Intermediary…Implementer Save The Voxtra Social Edge Children 26
  • 28. Your Strategic Choices (8) – Value Chain Positioning R&D OR Program / Activity Design OR Implementation OR Advocacy 27
  • 30. Your Strategic Choices (9) – Beneficiaries Segmentation Easier Harder Socioeconomics OR Demographics Internal External OR Interests & Skills OR Values & Beliefs Harder Easier 29
  • 32. Putting All Together – Social Enterprise Puzzle (9 pieces) Return Structure Human Capital Offering Orientation Financing Options Working Value Chain Sector Positioning Beneficiaries Involvement Segmentation Growth Type Model 31
  • 33. Remember !! These organization are human-change agents, their “product” is: a cured patient, a child that learns, a young man or women grown into a self-respecting adult, a volunteer who contributes his time and efforts, a donor that contributes donations, an employee who loves being there and serving; a changed human life altogether. 32
  • 34. Agenda: • What is Social Enterprise • Profile of Social Entrepreneurs • Social Enterprise Strategic Directions • Social Enterprise (SE) Planning V.S. Commercial Enterprise (CE) Planning 33
  • 35. Social Enterprise (SE) Planning V.S. Commercial Enterprise (CE) Planning SE Business Planning CE Business Planning The Problems/Opportunity The Problems/Opportunity Mission, Vision, Values Vision, Mission, Values Theory of Change --- The Solution The Solution Social Impact --- Competition Analysis - Partnership Competition Analysis Social Marketing Marketing Team & HR Plan Team & HR Plan Financial Plan & Fundraising Financial Plan Impact Monitoring & Evaluation Impact Monitoring & Evaluation 34
  • 36. Agenda: • What is Social Enterprise • Profile of Social Entrepreneurs • Social Enterprise Strategic Directions • Social Enterprise (SE) Planning V.S. Commercial Enterprise (CE) Planning • The Problems/Opportunity • Competition Analysis - Partnership • Mission, Vision, Values • Social Marketing • Theory of Change • Team & HR Plan • The Solution • Financial Plan & Fundraising • Social Impact • Impact Monitoring & Evaluation 35
  • 37. The Problems/Opportunity (2) • What cause the problem? Develop a logical argument on the causes that create the problem situation. • Why is it important, what is the scale? Give clear explanation why the problem matter. What damage would it do, what good will it prevent, what opportunity it brings? How big is the problem and opportunity? 36
  • 38. The Problems/Opportunity (1) • What is the problem? Develop the problem statement that by providing context, problem situation (initial) and desired situation (goal). 37
  • 39. Agenda: • What is Social Enterprise • Profile of Social Entrepreneurs • Social Enterprise Strategic Directions • Social Enterprise (SE) Planning V.S. Commercial Enterprise (CE) Planning • The Problems/Opportunity • Competition Analysis - Partnership • Mission, Vision, Values • Social Marketing • Theory of Change • Team & HR Plan • The Solution • Financial Plan & Fundraising • Social Impact • Impact Monitoring & Evaluation 38
  • 40. Mission, Vision, Values • Social Enterprise Mission, is the most critical element in Social planning. • The mission would give you a sense of purpose or the reason why your social enterprise exist. • Why are we together? • Why we wake up every morning? 39
  • 41. Agenda: • What is Social Enterprise • Profile of Social Entrepreneurs • Social Enterprise Strategic Directions • Social Enterprise (SE) Planning V.S. Commercial Enterprise (CE) Planning • The Problems/Opportunity • Competition Analysis - Partnership • Mission, Vision, Values • Social Marketing • Theory of Change • Team & HR Plan • The Solution • Financial Plan & Fundraising • Social Impact • Impact Monitoring & Evaluation 40
  • 42. Theory of Change • Theory of Change is a way of • The basic format of any theory thinking about how the of change can be express as… outcomes of your activities lead ultimately to your desired To make desirable CHANGE social impact happen, Condition1, Condition2, Condition(n) • For example: must be met. • If rural communities can sell Or their local handicraft produce through an online e-commerce If Condition1, Condition2, platform, there will be economic Condition(n) are met, then, development in rural the desirable CHANGE will communities happen. 41
  • 43. Agenda: • What is Social Enterprise • Profile of Social Entrepreneurs • Social Enterprise Strategic Directions • Social Enterprise (SE) Planning V.S. Commercial Enterprise (CE) Planning • The Problems/Opportunity • Competition Analysis - Partnership • Mission, Vision, Values • Social Marketing • Theory of Change • Team & HR Plan • The Solution • Financial Plan & Fundraising • Social Impact • Impact Monitoring & Evaluation 42
  • 44. The Solution • What is your solution (products or services)? • Who are your customers? • How is ICTs a critical and integral component to your solution? Check www.kiva.org 43
  • 45. Agenda: • What is Social Enterprise • Profile of Social Entrepreneurs • Social Enterprise Strategic Directions • Social Enterprise (SE) Planning V.S. Commercial Enterprise (CE) Planning • The Problems/Opportunity • Competition Analysis - Partnership • Mission, Vision, Values • Social Marketing • Theory of Change • Team & HR Plan • The Solution • Financial Plan & Fundraising • Social Impact • Impact Monitoring & Evaluation 44
  • 46. Social Impact • What is your ultimate desired social change? • What are outcomes derived from your planned activities? 1 2 3 4 5 Inputs Activities Outputs Outcomes Social Impact 45
  • 47. Agenda: • What is Social Enterprise • Profile of Social Entrepreneurs • Social Enterprise Strategic Directions • Social Enterprise (SE) Planning V.S. Commercial Enterprise (CE) Planning • The Problems/Opportunity • Competition Analysis - Partnership • Mission, Vision, Values • Social Marketing • Theory of Change • Team & HR Plan • The Solution • Financial Plan & Fundraising • Social Impact • Impact Monitoring & Evaluation 46
  • 48. Competition Analysis • Who else are solving the problems? • Who are your Competitors / Substitutes / Compliment Bodies / Partners? • What can do you better or different from them? 47
  • 49. Partnership • As no one can be the best at everything, partners are needed in order to maximize your social impact • Partners are people and organizations that care about your mission. They might be in the field longer than you, they might have competency that you can’t match • What is important is to identify and learn how to work together in order to achieve synergy (1+1=11) 48
  • 50. Agenda: • What is Social Enterprise • Profile of Social Entrepreneurs • Social Enterprise Strategic Directions • Social Enterprise (SE) Planning V.S. Commercial Enterprise (CE) Planning • The Problems/Opportunity • Competition Analysis - Partnership • Mission, Vision, Values • Social Marketing • Theory of Change • Team & HR Plan • The Solution • Financial Plan & Fundraising • Social Impact • Impact Monitoring & Evaluation 49
  • 51. Social Marketing • Any enterprise’s ultimate clients that are critical to their survival fall into two groups. • Two different types of marketing campaigns have to be designed to satisfy the donors and to obtain the attention of the target groups. • Both groups have to be told clearly of what they can expect from your social enterprise. 50
  • 52. Agenda: • What is Social Enterprise • Profile of Social Entrepreneurs • Social Enterprise Strategic Directions • Social Enterprise (SE) Planning V.S. Commercial Enterprise (CE) Planning • The Problems/Opportunity • Competition Analysis - Partnership • Mission, Vision, Values • Social Marketing • Theory of Change • Team & HR Plan • The Solution • Financial Plan & Fundraising • Social Impact • Impact Monitoring & Evaluation 51
  • 53. Team & HR Plan • What is your human resource requirement? • What is your advisory and mentorship needs? • Who are your core team? • Self-Motivation is the Key • Leadership is the basic ingredient 52
  • 54. Agenda: • What is Social Enterprise • Profile of Social Entrepreneurs • Social Enterprise Strategic Directions • Social Enterprise (SE) Planning V.S. Commercial Enterprise (CE) Planning • The Problems/Opportunity • Competition Analysis - Partnership • Mission, Vision, Values • Social Marketing • Theory of Change • Team & HR Plan • The Solution • Financial Plan & Fundraising • Social Impact • Impact Monitoring & Evaluation 53
  • 55. Financial Plan & Fund Raising Sponsorship Revenues Revenue Sources Donations Membership Fees 54
  • 56. Agenda: • What is Social Enterprise • Profile of Social Entrepreneurs • Social Enterprise Strategic Directions • Social Enterprise (SE) Planning V.S. Commercial Enterprise (CE) Planning • The Problems/Opportunity • Competition Analysis - Partnership • Mission, Vision, Values • Social Marketing • Theory of Change • Team & HR Plan • The Solution • Financial Plan & Fundraising • Social Impact • Impact Monitoring & Evaluation 55
  • 57. Impact Monitoring & Evaluation • An evaluative logical model (LM) allows you to link your inputs, outputs, activities, outcomes and goals together. For evaluation purposes, the most important basic task is to be able to logically link your activities, outputs, short-term outcomes, intermediate outcomes and final goal together Evaluative Logical Model Sample 56
  • 58. Social Enterprise Development Cycle Fast & Rapid Change 57
  • 59. Story Time The Emperor’s New Clothes 58
  • 60. References • http://www.ideo.com • http://www.icatsprogram.com/ • http://www.wkkf.org • http://innocentive.com/ • http://www.aspeninstitute.org • http://www.keepegyptclean.com/ • http://www.bridgespan.org/ • http://www.nextbillion.net/ • http://www.ted.com/ • http://www.rollbackmalaria.org/ • http://www.ssireview.org/ • http://www.savethechildren.org/ • http://www.acumenfund.org/ • http://www.socialedge.org/ • http://alternativebreaks.org/ • http://www.voxtra.org/ • http://www.ashoka.org/ • http://www.kiva.org/ • http://www.care.org/ • http://www.oxfam.org/ • http://www.charitynavigator.org/ • http://resala.org/ • http://www.clintonglobalinitiative.org/ • http://www.qcharity.org/arabic/index. • http://www.culturewheel.com/ aspx • http://www.gatesfoundation.org/Pages/home.aspx • http://www.digitaldividedata.org/ • http://www.genevaglobal.com/ • http://www.ebannok.com/eng_new/ • http://www.globalvolunteers.org/ • http://www.grameen-info.org/ 59