MIES Mapping Social Innovation and Entrepreneurship

April 2013

Agenda

1 | Concepts

2 | IES model and ES+

3 | Results and ES+ Initiatives

4 | Promoters, Partners, Donors and Team

Legal Advisory: This document is protected under the legal regime of intellectual property and is

confidential, and that any use or disclosure thereof, is subject to the express permission of the authors.

“Social Entrepreneurship is the process of developing innovative and sustainable solutions

to neglected problems of society. It translates into Social Innovation whenever it leads to

more effective responses for the societal problems (relative to alternatives in place)

"Filipe Santos, INSEAD 2012 Journal of Business Ethics

Social Innovation and Entrepreneurship Concepts

1 | Concepts

Why and How to Map Social innovation?

Why*?

Empowerment, Investing and Dissemination

• Training and Capacitation

• Community Engagement ands empowerment solutions

• Dissemination and promotion of the initiatives solutions

• Investing Criterias and Solutions

Knowledge, Performance and

Scale

• Data base of systematized solutions

• Replicability

• Understand Failures and Risk to prepare new solutions

• Evaluation and Impact Measurement

• Building Partnerships and Resources Networking

Mapping Social Entrepreurship and Social Innovation

2 | IES model and ES+

*Source: interviews to -700r referenced experts with relevant experience in the sector (from ES+ methodology)

• Social entrepreneurship is often small scale, low profile, and not self-

aware

• Social entrepreneurship emerges in diverse and unexpected contexts

• Social innovation emerges

from high potential social entrepreneurship

efforts

• Social innovation needs to be nurtured, codified

and disseminated

5

Applied regionally in Portugal [Municipality of Cascais (2009), Vila Real District (2010), Municipality of Porto (2011), Escolhas Program (2011), Portuguese Red Cross (2012), North, Centre and Alentejo Regions (since 2012)] and Maputo District (since 2012) in Mozambique.

Needs and Social/ Environmental

Challenges

Identification of ES+ initiatives

Impact analysis at local and regional

level

Training at local and regional level

Maximizing Outcomes and

Resource Optimization Cross

ES+ Methodology

ES + Chain Value and History Piloted, Presented and Internationally Recognized Methodology that identifies solutions and analyzes the potential of Social Innovation and Social Entrepreneurship (ES +): EMES (2009), EC (2009), ACRN SE Perspectives (2011).

2 | IES model and ES+

6 Phase V: Research, Training Tutoring ES+ Initiatives

Phase II: Screening Calls to the Referenced initiatives

Phase III: Deep Survey to the Selected initiatives and Internal Analysis

Phase IV: Presentation to a Academic Council and Final Selection of the ES+ Initiatives

Phase I: In loco Interviews to the Privileged Observers (PO) (referenced experts with relevant experience in the sector)

Academic Council Evaluation

Research

Screening Calls

Initiatives Survey

ES +

PO interviews

Treatment of the data and internal analysis

Dissimination

Social Initiatives

ES+ Initiatives

Social Innovation Initiatives

Maximization

ES + Process

2 | IES model and ES+

Mission Social and/or Environmental: The mission of the initiative or project reveals the purpose of its existence and purpose of its action. This means create social change and improvements that cannot be reduced solely to creating private benefits

M

Social and/or Environmental Impact: The root causes of the problems are attacked, not just its symptoms, through actions that have the potential to stimulate global improvements, regardless of the specific area of action

I

Inovation, Inspiration and Sustainability: It is possible to distinguish five types of innovation and three additional criteria: i) introduction of new products or improved existing products; ii) new production methods; iii) opening new markets; iv) using new sources of raw materials; v) emergence of new forms of organization of an industry; vi) can optimize and/or better share resources; vii) The initiative is multidisciplinary, and responds to various areas and segments; and viii) The initiative is generating motivation, enthusiasm and inspiration capable of generating empowering communication sector;

I/I/S

Replicability/Scalability: Scalability is related to the potential for organizational growth. Replicability is related to the ability of doubling the initiative in another location or social context and includes also several dimensions: the transfer of practices and methodology to the "cloning" of the culture of an organization.

R/S

Empowerment and Local Inclusion: The initiative involves various stakeholders in the value chain: i) funders, implementers and beneficiaries and stakeholders from various sectors (public, private, civil society); ii) The initiative was co-created, generating empowerment and inclusion with local beneficiaries; Iii) The initiative enables to generate local assets and/or capabilities; Iv) As distinguished as a potentiator of local culture what are the habits and customs of the place differentiating on the initiative; and v) Demonstration project and generator tools inclusive.

E/LI

ES+ Criteria In constant calibration between academic knowledge and the local concepts and insight's

2 | IES model and ES+

8

ES+ Mapping

Phase I: In loco Interviews to the Privileged Observers (1596)

PRE-IMPLEMENTATION

Database/Interactive Map Design

Competitiveness Tool Design

IMPLEMENTATION

POST-IMPLEMENTATION

Phase II: Screening Calls to the Referenced initiatives (3724)

Phase III: Deep Survey to the Selected initiatives (803)

Phase IV: Presentation to a Academic Council and Final Selection (~400)

Inititative Competitiveness Performance Analysis Tool Applied

Data Base and Interactive Map Implementation

Video production of the institutional initiatives (~160)

Compilation and production of book

1º trim 2º trim 3º trim 4º trim 1º trim 2º trim 3º trim

2013 2014

To Start

Started

Legenda

2 | Projecto de Mapeamento de Inovação e Empreendedorismo Social (MIES)

4º trim

MIES Timeline and Expected Results

3 | Results and ES+ Initiatives

2012 Legend

Inititative Competitiveness Report

"One of the 40 ideas that will change

the world" to facilitate color identification for color blindeness, while contributing determinately to their Social integration and Welfare,

turning Communication more Efficient, Responsible and Inclusive.

ColorADD

A voluntary social participation for the conservation of fluvial spaces. More than ~7500 active persons take care of 150 Km of rivers in 85 municipals

in Portugal.

Rios Project

“Social Innovation Europe – TOP 10 SI European Projects” to

promote the accommodation of higher education students

during an academic year, in homes of senior residents.

Aconchego

Examples of Social Entrepreneurship in Portugal 32 ES+ initiatives with a positive match on the Criteria's (North Region)

3 | Results and ES+ Initiatives

10

Academic Partner

International Partners

Government Partner

Donors

2 | Projecto de Mapeamento de Inovação e Empreendedorismo Social (MIES)

Promoters

MIES Promoters, Donors and Partners Gathering academic, social, public and private organizations

4 | Promoters, Partners, Donors and Team

11

1. IDENTIFICATION SOCIAL INNOVATION AND SOCIAL ENTREPRENERSHIP

2. R & D and TRAINING CONTENTS AND TOOLS

3. EDUCATION PROGRAMS POWERED BY INSEAD

4. FELLOWSHIP TRANING AND IMPACT

MAXIMIZATION

Knowledge production and development of

management tools for social entrepreneurs

through a partnership with INSEAD integrating best practices identified

in the field through research action

Generating and Leveraging a Lusophone network of initiatives for

social innovation and entrepreneurship so

they can increase their efficiency, maximize their potential and

respective impact, using ES + network, the IES

associates and partners.

Methodology ES + is internationally

recognized in initiatives identification of Social

Innovation and Entrepreneurship with high impact potential

Training programs of excellence powered by

INSEAD and in partnership with other

national and international

universities reference, with the goal of training

current and future social entrepreneurs

and investors in Lusophone

IES’s Development areas IES – Instituto de Empreendedorismo Social is a Knowledge and Research Centre for Social Entrepreneurship

4 | Promoters, Partners, Donors and Team

Associate Professor of Entrepreneurship at INSEAD, where he also plays the positions of Director of the Center for Entrepreneurship (www.insead.edu/ice) and Academic Director for the area of Social Entrepreneurship (www.insead.edu/se ). At INSEAD, Professor Filipe Santos heads the executive education program in social entrepreneurship (ISEP) and teaches courses in entrepreneurship and social entrepreneurship to MBA students, Executive MBA and Executive. Received the Best Teacher Award EMBA in 2008 (and a finalist in 2009 and 2010) and the mention of Deans of excellence in 2010 for his teaching in the MBA program. Degree in Economics from FEUNL and Ph.D. in Entrepreneurship from Stanford University, has published in top international journals (AMR, AMJ, Organization Science) his research on how entrepreneurs create new businesses and open new markets. Entrepreneur before starting his academic career, Filipe Santos's mentor teams also advises social entrepreneurs and investors about investments in new businesses. It is a regular guest speaker at various events and seminars, national and international.

Academic and Strategic Council President FILIPE SANTOS

filipe.santos@insead.edu +33 1 60 72 40 00

IES Team

STUDIES • Master in Social Economy ISCTE (2009) • Professional certificate in nonprofit management from the Kellogg

School of Management (2008) • Masters Degree in Social Administration from the University Lusiada

(2005) • Management Acceleration Program (MAP) - INSEAD (2007) • INSEAD Social Enterpreunership Program - INSEAD (2006)

CURRENT OCCUPATION • Executive director of IES (since 2009) • Assistant Guest Nova SBE da UNL (desde 2010) • Assistant Guest U. Lusófona e U. Autónoma (desde 2011)

EXPERIENCE • Board Member of ES-Leader (since 2011) • Chairman of the Supervisory Board of the Social Stock Exchange

(2009-2011) • Co-founder and CEO of Beyond (2005-2008) • Consultant start-up in Portugal Telecom Multimedia (2003) • Co-founder of TESE (2002)

Executive Director MIGUELALVES MARTINS

miguel@ies.org.pt +351 91 961 68 82

4 | Promoters, Partners, Donors and Team

MIES Team

STUDIES •Master in Development, ISCTE (2012) •Master in Environmental Engineering, NOVA (2011) •Lic. in Environmental Engineering, NOVA (1997-2001) •INSEAD Social Entrepreneurship Program, IES / INSEAD (2011) •Project Cycle Management and Evaluation, Euronext Consulting (2004-2005) •Project Finance, ADP Group (2006) CURRENT OCCUPATION •IES Identifying Area Coordinator and IES Mozambique COO (since 2012) •Founder and CEO of Positive Benefits (since 2009) •Founder and Director of SUN AID (since 2009) •Assistant Guest Faculty of the Catholic University of Porto (since 2011) EXPERIENCE •Founder and President of TESE (2002-2008) •Advisor off the Dean and Cooperation & Development Department Director of the Universidade Nova de Lisboa - UNL (2005-2006) •Advisor to the Board of the Science and Technology Faculty of UNL (2001-2002) •Consultant of the ADP Group, FCT-NOVA and Portuguese NGOs and Universities (since 2001)

nuno@ies.org.pt +351 91 745 74 74

Identification Area Coordinator and Mozambique COO

NUNO FRAZÃO MAFALDA SARMENTO

mafalda @ies.org.pt + 351 91 628 46 55

STUDIES

• Degree in Industrial Design, ESADE (2000--‐2004)

• Postgraduate studies in Development, ISCTE (2010)

• INSEAD Social Entrepreneurship Program, IES/ INSEAD (2011)

CURRENT OCCUPATION

• MIES Identifying Manager and ES+ Mozambique Manager (since 2012)

• Founder and R&D Director of Positive Benefits (since 2009)

EXPERIENCE

• Project Manager of ISU, EQUAL EC Project (2009-‐2010)

• Communication and Project Manager at TESE (2007-2009)

• Inimaginável Designer Consultant (2005--‐2007)

4 | Promoters, Partners, Donors and Team

MIES and Identification Manager