impactcoalition: transparency, accountability and ... transparency, accountability and demonstrating...
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ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
ImpACT Coalition: Transparency, Accountability and Demonstrating
Impact
Budapest, 25th November 2010, 09.00-12.30
09.00 - 09.15 Introductions and basics of the ImpACT Coalition
09.15 – 10.00 Section 1: Stakeholders and accountability
10.00 – 10.55 Section 2: Understanding information needs
10.55 – 11.10 BREAK
11.10 – 11.50 Section 3: Perception and reputation
11.50 – 12.30 Section 4: Demonstrating Impact: Where to begin
Workshop schedule
ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
Introductions
• What’s your name
• Who do you work for and what’s your role
Improving accountability and transparency
Increase public understanding of NGOs
Coalition of over 400 UK NGOs
We do this by:
Support and advice for NGOs - e.g. ImpACT Toolkit and
Transparency Manifesto
Responding to negative and inaccurate reporting of NGOs
in the media
About the ImpACT Coalition
Public Fundraising Reglatory Body (PFRA)
Fundraising Standards Board (FRSB)
Charity Finance Directors’ Group (CFDG)
New Philanthropy Capital (NPC)
ImpACT Coalition – Steering group
Build reputation
Demonstrate effectiveness
Build support
Build trust
Build confidence
Why does your organisation need to be accountable and to demonstrate its impact (change it creates)?
Win funding
Reasons to trust a charity less*
0
5
10
15
20
25
30
I don't
know how
they spend
their money
I have
heard bad
stories
about them
I don't like
their
fundraising
techniques
Money
doesn't go
to the cause
I haven't
heard of
them
Mistrust
their
motives
They don't
work for the
public good
*Ipsos MORI research for Charity Commission’s 2008 Public Trust and Confidence in Charities Report
%
ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
Section 1: Stakeholder mapping and accountability
What is a stakeholder?
It is:
A stakeholder is a person, group,
organisation, or system who affects or can be
affected by an organisation's actions.
It’s about a relationship of cause and effect
What is accountability?
It is:
Accountability is about demonstrating that
you are responsible for your actions.
It’s about explaining what you have done,
why you’ve done it, and what you have
achieved.
It’s about explaining the nature of the relationship
ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
What does accountability mean to in practice?
Is it:
A) ‘A rush to produce this project report for my
funder!’
B) ‘Something I fully support…but don’t ask me
about our accountability’!
C) ‘I think it’s my colleague's responsibility.’
Stakeholder accountability map
External accountability
FundersDonors
Regulatory body
Police
Other homeless NGOs
Drug and alcohol abuse NGOs
Volunteers
Local Community
Homeless
Homeless people’s families Internal
accountability
Board
Staff
HOMELESS CHARITY
Exercise 1: Accountability mappingsdfgdfgdfg
Exercise instructions 1) With your colleagues, write the names of each your stakeholders on a single
post-it note. fgarergerg
2) Add your stakeholders to the accountability map provided. rgergerge
3) Answer the three questions and present your answers to the other groups.
Questions:
1. How often do you communicate with each group of stakeholders? Is it often
enough?
2. Why do you to communicate with each stakeholder group? What is the
purpose?
3. Which stakeholders groups do you need to communicate with more and
why?
ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
What are the practical benefits of improving accountability and transparency?
Benefits
•Defend against criticism
•Create a culture of improvement
•Increase staff motivation
•Stronger governance
•Greater cooperation
•Service users
– Better understand their
needs
- Improve services
ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
Accountability and transparency in practice
1. High profile – BBC Children in Need
2. Do unto others – Amnesty International
3. Value driven – Christian Aid, Islamic Relief, Oxfam
1. Defend reputation
2. Value principles of openness and honesty
3. Instil positive values in organisation/staff
ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
Barriers to improving accountability and transparency
1. Boring! – find your organisation’s nerd
2. I don’t have enough the time – Small changes
3. Not a priority – Funders like accountable orgs!
4. Psychological barrier – I’m scared!
ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
The fear factor: Some tips to begin increasing transparency and accountability
• We’re an NGO, we don’t make
mistakes!
• Anecdotal evidence: Oxfam and Kiva
• Start small - Sample your stakeholders
• Most importantly, be brave!
The Transparency Manifesto principles
• Broad enough to cover all types and sizes of organisation, but
focused enough to provide a challenge
• Each principle covers one of the following areas:
1. Demonstrating
impact
2. Clarity of
communications
3. Leadership
4. Governance
5. Statutory reporting
6. Accessibility of information
7. Monitoring & evaluation
8. Stakeholder engagement
9. Suggestions and complaints
1. Our organisation demonstrates the change it is trying to bring about, how it works to
bring about that change, and the progress it has made so far;
2. Our communications are transparent, accurate and written so that they can be
understood by their intended audiences.
3. Our leadership champions a commitment to accountability and transparency;
4. Our organisational structure, including trustees, is easily accessible to the public, and we
list key responsibilities for senior staff members;
5. Our trustee report and annual accounts are prepared to statutory requirements and
submitted on time;
6. Relevant information (e.g. annual report, accounts, impact report) is easily accessible
ideally no more than 3 keystrokes from our website’s homepage;
7. Our organisation monitors and evaluates what it does, and shares its learning.
8. Our organisation provides mechanisms for stakeholders to help shape its what it
delivers;
9. Our organisation publishes an easily accessible suggestions and complaints procedure
for beneficiaries and supporters.
Transparency Manifesto
ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
Section 2: Understanding information needs
Exercise 2: Understanding information needs
In pairs, follow the instructions given to you on the exercise
cards. Try not to let the other groups see what you are doing!
Exercise 3: Purpose of Exercise
Your communications should be a mix of what you want your
stakeholders want to know and what they want to know.
Best solution – just ask them!
Just because they don’t ask for the
information, it doesn’t mean they don’t want
it.
ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
What the UK public want to know about NGOs
• How much goes to the cause
• The organisation makes a positive
difference
• Fundraisers are honest and ethical
• Organisation is well managed
ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
What the UK public think about NGOs
61% think organisations spend more than 20% on running costs (overheads and administration). The average is 12.5%
They fear less money goes to the work of the organisation than actually does: 47% as against 65% in reality
Only 9% believe that direct mail (leaflets delivered to houses) is an effective form of fundraising
Only 9% of the public strongly agree that organisations are justified in investing a proportion of current donations to ensure a greater
future income
Source: YouGov poll and nfp synergy
ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
Section 3: Perception and reputation
ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
Understanding perception and reputation
Perception is the process of attaining awareness or
understanding from sensory information
‘Awareness’ and ‘understanding’ – confusing the two can
have dire consequences! We want people to understand
our organisations!
Reputation is…well, let’s find out!
ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
Exercise 3: How is reputation created?
In pairs, write down whether you think the company/NGO has a
good or bad reputation, and write down how you know.
ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
Exercise 3: Purpose of exercise
1. Do you know what your stakeholders think about
your organisation?
2. How do you know what they think about your
organisation?
3. Do you gather information often enough?
Reputation is the aggregate perceptions and
interpretations of an organisation’s past and
future prospects
ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
The power of communications in creating a great reputation
Solid reputation vs. hollow reputation
Beware of marketing techniques!
Make sure your communications tell a story about the change your organisation creates, rather than saying ‘Hey, look at us! We’re great’
ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
Stakeholder perception exercise
Stakeholder What do they think of your organisation?
Why do they think it?
How do you know?
How often do you gather info?
Homeless people
Very positive Direct experience
Service user satisfaction questionnaire
Once a year
Local authority
Quite negative Don’t know Don’t know Whenever they offer it
Local media Don’t know N/A N/A Never
Homeless people’s families
Not sure N/A N/A Never
ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
Section 4: Demonstrating impact: Where to begin
Exercise 4: Answering NPC’s Five Key Questions
Working with your colleagues, create a presentation for your a
organisation by answering NPC’s Five Key Impact Questions.
You must explain:
1. What problem you are trying to address
2. What you are doing to address it
3. What you are achieving
4. How you know what you are achieving
5. What you have learned and how you can improve
ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
The six principles of demonstrating impact - RNID
1.Performance against objectives
2.Measurement
3.Consultation with stakeholders
4.Delivering impact through focused planning
5.Keep it simple
6.Where the money goes
ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
Performance against objectives
• Objectives from last year
• Impact achieved against objectives
• Aims for next year
Tell a story, create a narrative
ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
Case studies
ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
Case study: Oxfam GB – active not passive
ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
Case study: WRVS
ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
Case study: WRVS using primary source performance results to demonstrate impact
ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
Case study: Sandwell Local Authority empower service-users…learn from the local authority!
ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
Case study: Room to Read demonstrate its impact in every email a member of staff sends
John Wood
Founder and Executive Chairman
Room to Read
www.roomtoread.org
T: 0800 66 55 44
World Change Starts with Educated Children. Over 750 schools and 7,000 libraries with
5 million books. Nearly 7,000 girls on long-term scholarships. Please join us in the bold
quest for EVERY child to break the cycle of poverty through the power of education!
ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
Case study: MSF transparency
ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
ASSOCIATION OF CHIEF EXECUTIVES OF VOLUNTARY ORGANISATIONS
Thank you! Please join the ImpACT Coalition!
You can join the ImpACT Coalition for free by visiting www.impactcoalition.org.uk
Liam Cranley Head of ImpACT Coalition
E: [email protected]: 00 44 + 20 7280 4938