“Operations Management in the Third Sector” Conference, 20th March 2013 Speakers: Bios and Summaries of Talks Professor Nigel Lockett University of Leeds & Chair of the Board of Trustees for Foundation Welcoming delegates at the Conference Nigel Lockett is Professor of Enterprise at the Leeds University Business School and Director of the Leeds Enterprise Centre at the University of Leeds. He is a senior academic, experienced manager, entrepreneur and community leader. Nigel is a Visiting Research Fellow (Lancaster University Management School) and Visiting Fellow (Universidad de Salamanca). He is a Fellow of the RSA (FRSA). Nigel is a past President of the Institute for Small Business and Entrepreneurship. Before joining the University of Leeds he previously worked as a senior lecturer at Bradford University School of Management and Brunel University Business School, business development manager at InfoLab21 and lecturer at the Lancaster University Management School. Nigel also has more than 20 years experience as a company director, with a track record in managing start-up, joint venture and social enterprises. Also, he is currently Chair of the Board of Trustees of Foundation a charity committed to ending social exclusion across the North of England by working with offenders, the homeless, women who are victims of domestic abuse and young people at risk. Nigel is the co-author, with Dr Richard Blundel, of the major new textbook Exploring Entrepreneurship published by Oxford University Press. 1 “Operations Management in the Third Sector” Conference, 20th March 2013 Speakers: Bios and Summaries of Talks Professor Stephen Osborne University of Edinburgh & Vice Chair of the Scottish Council for Voluntary Organisations Stephen P. Osborne is Professor of International Public Management and Director of the Centre for Public Services Research at the University of Edinburgh Business School, as well as being Associate Dean for Quality in the Humanities and Social Sciences College at the University. In addition he is Co-Director of the ESRC Research Centre for Charitable Giving and Philanthropy and Associate Director for Scotland for the ESRC Third Sector Research Centre, and editor of 'Public Management Review'. He is currently leading a five year longitudinal study on behalf of the Scottish Government on the role and impact of the third sector in providing public services. Outwith his academic career he is Vice Chair of the Scottish Council for Voluntary Organisations. Plenary opening the conference: “Can the Third Sector survive the recession: Evidence from Scotland” A key issue for third sector organisations presently is the extent to which they can survive in the current global recession - and be sustainable thereafter. This is especially relevant for those organisations involved in providing public services. This presentation will provide new evidence on if and how third sector organisations are faring in the recession. It is based upon a five year longitudinal study being carried out upon behalf of the Scottish Government. The evidence suggests that third sector organisations are surviving, if not thriving. This presentation will highlight the approaches currently being employed in the sector as well as considering the import of these approaches for its long term survival. 2 “Operations Management in the Third Sector” Conference, 20th March 2013 Speakers: Bios and Summaries of Talks Mr. Graham Manville University of Southampton Graham Manville is a Senior Fellow at the University of Southampton. Graham teaches strategic management and operations management and his current research area is organisational performance management. In 2008 his research was honoured with two awards including Best KTP Partnership for the South West of England and an Emerald Literati Award for Excellence for an "outstanding paper". He has published in international journals and guest edited a special issue of the International Journal of Productivity and Performance Management in 2010 with the theme of third sector performance. He co-hosted a workshop on Third Sector Performance in May 2010 which was sponsored by the British Academy of Management (BAM) and the Higher Education Entrepreneurial Group (HEEG). Graham is currently studying for his PhD at the University of Southampton and should complete it in 2013. He is also a director of Longview Consulting Ltd, a company that focuses on process improvement, performance management and strategic facilitation. Keynote address: “Case Study: Measuring Performance in Third Sector Housing Associations” In the economies of the western world, the on-going financial crisis has led to massive cuts in public services with the civil society also known as the Third Sector are being encouraged to take a more active role via competitive tendering. The problem, however, is that many Third Sector organisations such which include as Housing Associations are already contractors for public services and the cuts are resulting in reduced funding or loss of contracts altogether. The Third Sector has often been viewed as having a unique set of values relative to public and private sector organisations but its life-world is changing in the light of the increasing steering media towards commercialisation within this sector. In order to successfully navigate through this period of instability and to adapt to this new life-world, effective leadership, it is suggested, appropriate to this context will be vital. * * * * External steering media acting upon the sector Measurement frameworks adopted in Housing Associations Innovation in Housing Associations Leadership challenges in the Third Sector 3 “Operations Management in the Third Sector” Conference, 20th March 2013 Speakers: Bios and Summaries of Talks Professor Fiona Lettice University of East Anglia Fiona Lettice is Professor of Innovation Management at Norwich Business School, University of East Anglia and a Visiting Research Fellow at Cranfield University. She has successfully raised external research funding from the European Commission, the Engineering and Physical Sciences Research Council (EPSRC) and the Economic and Social Sciences Research Council (ESRC) to support her research. Fiona has published widely in academic journals including Research Policy, International Journal of Production Economics, Entrepreneurship and Regional Development, Human Resource Management Journal, International Journal of Technology Management and Journal of Knowledge Management. As well as being Editor-in-Chief for the Team Performance Management journal, she is also on the Editorial Advisory Board for the British Journal of Management. The main focus of Fiona’s research is new product development and innovation management with interests in discontinuous innovation, green and social innovation, diversity management, teamworking and performance management. Prior to her academic career, Fiona worked in industry as a project manager for Centrica/British Gas, and for a small consultancy company, where she worked predominantly with BMW/Rover Group on design and engineering projects. Keynote address: “Social Innovation – Challenges and Themes” There is an urgent need to do things differently to reverse climate change, create more inclusive societies or alleviate poverty. In response, social innovation is a rapidly growing practice and an emerging academic discipline. A broad definition of social innovation, from NESTA, is the development and implementation of new ideas (products, services or models) to meet social needs. Social innovations may come from a range of private and not-for-profit organisations. In our research, we looked for the key themes across different social innovations, innovators and social enterprises. The themes that emerged included: changing the lens to gain a new perspective and to reframe a problem; building missing links between previously unconnected parts of the system; engaging new customer bases; and the importance of networking. We also considered the importance of diversity management within social enterprises and their networks, to enable better access to funding, to promote innovation and to reconcile the tension between social ends and commercial means. 4 “Operations Management in the Third Sector” Conference, 20th March 2013 Speakers: Bios and Summaries of Talks Dr Rob Wilson Newcastle University Dr Rob Wilson is a Senior Lecturer at Newcastle University where he directs a university research centre (KITE) and teaches in the Business School. His research interests are in public service innovation and socio-technical systems: the role that data, information and information systems play in organisational innovation and inter-organisational relationships (IOR). With over fifteen years experience working on and leading public sector information system research and development projects he has presented to practitioners and academics on collaboration and information systems in public service contexts. His research is based in three overlapping contexts - the integration and information aspects of public services (in particular contexts of health and social care - including children, older people and families); the challenges of information and measurement in local governance (the NHS, VCS/Third sector and local authorities) and the role of information and information systems in education. This has led to the production of a number of academic publications including journal articles, book chapters and conference papers including a forthcoming issue of Public Money and Management on Information for Local Governance. The applied nature of much of the work in fast moving domains of policy and practice has also led to a strand of work which has produced a range of policy and evaluation reports, co-production workshops, invited presentations, expert advice and manager/practitioner toolkits. For more information about Rob's and the KITE research centre's work see www.ncl.ac.uk/kite. Keynote address: “Quality in the Third Sector. What is being measured, by whom, by what means, and for what purpose” There are a range of roles and responsibilities involved in any quality process. This presentation will introduce a model of the ways in which these are allocated and used in practise by a range of third sector organisations. One of the major differences in the application of such models is the ways in which some systems use external assessors whereas others use peer-review and service-user input. Either approach has different strengths and weaknesses. The model helps explain the value assumptions and choices being made by those who create and apply such methods. 5 “Operations Management in the Third Sector” Conference, 20th March 2013 Speakers: Bios and Summaries of Talks Dr Claire Moxham University of Liverpool Dr Claire Moxham is Senior Lecturer in Operations Management at the University of Liverpool Management School and Director of Studies for the Online MBA Programme. Claire holds a PhD in Management Science and her research interests focus on process improvement, particularly in the public and voluntary sectors. Claire’s PhD thesis examined performance measurement in the UK voluntary sector and won the 2007 Emerald/EFMD Outstanding Doctoral Research Award in the category of Operations and Production Management. Before joining academia, Claire held Quality Management positions in the textile processing and caravan manufacturing industries and also spent three years working as a volunteer in Ethiopia with Voluntary Service Overseas. Research paper: “Closing the loop or ticking the box? Examining third sector performance measurement” The systems used to measure the performance of private sector organisations have been debated and developed by Operations Management scholars and practitioners over the past twenty years. In contrast, the design of performance measurement systems for third sector organisations has received relatively limited attention. This is surprising, as like their private sector counterparts, third sector organisations are under pressure from stakeholders to measure performance in order to demonstrate achievement and improvement. This presentation will examine how third sector performance measurement is currently carried out. It will draw on empirical findings from UK third sector organisations to present the perceived purpose of performance measurement. The presentation raises questions as to whether third sector performance measurement is used to close the loop or to simply tick the box. The opportunities for Operations Management scholars and practitioners for further work in this important and currently under researched area will also be discussed. 6 “Operations Management in the Third Sector” Conference, 20th March 2013 Speakers: Bios and Summaries of Talks Mr. Max Moullin Director of the South Yorkshire Centre for Quality and Performance Max is Director of the South Yorkshire Centre for Quality and Performance, which specialises in the public and third sectors. He is a Fellow of the Chartered Quality Institute and the Operational Research Society and a member of both the national Healthcare Advisory Forum and the Public Sector Performance Management Forum. He is author of the book Delivering Excellence in Health and Social Care. He was a Principal Lecturer at Sheffield Business School from 1986 to 2012. Research paper: "Improving third sector quality and performance with the Public Sector Scorecard” Given the myriad pressures on most third sector organisations, it is not easy to prioritise quality. Max will describe how moving away from quality will not only be detrimental to service users, but will also increase overall costs in the system. He will demonstrate the importance of a culture of improvement and innovation, rather than a blame culture and discuss the advantages and disadvantages of different forms of performance management. He will describe - with case studies - how the outcome-focussed Public Sector Scorecard can be used to help public and third sector organisations formulate their strategy around the outcomes that matter to users and other key stakeholders, improve service delivery, and evaluate performance. 7 “Operations Management in the Third Sector” Conference, 20th March 2013 Speakers: Bios and Summaries of Talks Mr. Omar Al-Tabbaa University of Leeds Mr Al-Tabbaa works as teaching and research fellow in Strategy at Leeds University Business School, UK. He possesses a wide range of experience related to managing non-profit organizations, as well as, business incubators. His current research interests focus on the cross-sector collaboration, organization performance improvement, and the application of strategic management theory in the context of small and medium sized enterprises (SMEs). Research paper: collaboration” “A strategy to create value: Nonprofit-business Nonprofit-Business collaboration (NBC) has been widely investigated, being regarded as a value creation mechanism for society (by providing better solutions to address complex social issues) and business (by delivering economic gains as part of social responsibility programs). NBC from the perspective of nonprofit organizations (NPOs), however, has been overlooked, in particular how they plan strategically to attract prospective business partners. In this research, we propose a framework to facilitate NPOs’ strategy development and assess its relevance with data obtained from 26 NPOs covering three size categories which have collaboration experience. In general, findings indicate that the framework captures the foundations of effective strategy in terms of the number and quality of collaborations. Furthermore, the results provide evidence to support our main proposition that successful NPOs are proactive and address collaboration as a strategic issue. More specifically, the results show that NPOs are more likely to secure a successful collaboration as a result of: 1) recognizing and publicizing their distinctive qualities to deliver economic and social value to businesses, 2) research the needs of businesses to ensure compatibility with their social responsibility strategy, and 3) address stakeholders concerns at the planning phase of the collaboration. To the best of authors’ knowledge, this study is the first to assess this unique value creation perspective. 8 “Operations Management in the Third Sector” Conference, 20th March 2013 Speakers: Bios and Summaries of Talks Ms Katherine William-Powlett ex-National Council for Voluntary Organisations – NCVO Katherine has spent the last four years working for the National Council for Voluntary Organisations developing their innovation work and offering consultancy and training in innovation and leadership. She is now working freelance. She recently completed a Masters in Innovation Creativity and Leadership at City University. This included a research project on the role of trustees of voluntary sector organisations in innovation. Previous incarnations include solicitor, lecturer in law, and leading a small charity in innovative capital projects. Katherine is a school governor, a trustee of two small organisations, and a mother of three sons. Third sector presentation: “Trustees: A Help or a Hindrance to Innovation” This talk will present an exploration of how trustees of voluntary sector organisations encourage or stifle innovation with recommendations for best practice. 9 “Operations Management in the Third Sector” Conference, 20th March 2013 Speakers: Bios and Summaries of Talks Mr. Nabeel Al Ramadhani President of the Human Relief Foundation Nabeel Al-Ramadhani joined Human Relief Foundation (HRF) as Director in 1994. HRF is an international humanitarian, development NGO, whose primary purpose was to work with the victims of the first gulf war in Iraq. During the last 14 years, Nabeel has led HRF’s response to humanitarian crises in Iraq, Palestine, Afghanistan, Kashmir, Sudan, Ethiopia, Somalia, Pakistan, India and Bangladesh. He has strengthened HRF by pushing for its scale up of development work. Previously a lecturer at the University of Bradford, Nabeel has a PhD in structural engineering, and is the chairman for various projects including Claremont Community Centre. Nabeel is married and has two sons and five daughters. Third sector presentation: “Ethos and values in the Operation Management of the Third Sector” This presentation will discuss the following key points: 1- Understanding the environment and the geography of the field and involve it in the planning. 2- Awareness of the beneficiaries’ culture and values and its affect on the execution of the program. 3- The accountability of the field worker and the training that required for international standards. 4- Awareness of the beneficiaries’ speciality and their contribution to the field performance. 5- The required consideration of human proud and dignity in the plan and performance of the field work. 6- The consideration of the required coordination with authorities and the competitors and its effect on the program planning and performance. 10 “Operations Management in the Third Sector” Conference, 20th March 2013 Speakers: Bios and Summaries of Talks Ms Alison Lowe Chief Executive of Touchstone Alison Lowe has worked with Voluntary Organisations for 20 years. Right now she works as the Chief Executive of Touchstone a Mental Health Charity in Leeds. Touchstone work with and for people that are affected by mental health problems and they specialise in working with people from different cultural backgrounds. Before Alison started working with Touchstone she was a senior manager with Foundation Housing, a charity that supports people that have just come out of prison or are on bail to find housing. Alison has been involved in local government for 22 years and is a councillor with the Labour Party in Armley. Alison is also a member of the West Yorkshire Police Authority and is Vice Chair of the shadow Police and Crime Panel that will take over from the Authority in November. As Lead Member for Community Safety on the Council, Alison also sits on the Safer Leeds Executive. Alison is involved with her local housing residents and tenants groups, chairs a school governing body and the personnel panel of Leeds West North West Homes. Over the years, Alison has been a well known campaigner on equal rights and is the chair of the Leeds Domestic Violence Forum that raises awareness of domestic violence against women and children by known men. Alison Lowe holds an MA in Medieval studies and a BA (Hons) in History from Leeds University. She lives with her partner Steve and has 2 grown up children, Adam and Rosy. Third sector presentation: “Strategically relevant, locally focused” Third Sector charities face unprecedented challenges in the mythical era of the “Big Society”. To survive and hopefully flourish, charities have had to learn all the tricks and techniques of their counterparts in the public and private sectors. In her presentation, Alison Lowe will talk about how a local Leeds mental health charity has developed a meaningful and effective plan to withstand the vagaries and vicissitudes of the current funding environment by embracing operational management tools such as SWOT and TOWS analyses, PESTLES and so on. Learn how Touchstone has doubled its income and tripled its reserves in 8 short years whilst still delivering excellent, quality services to the people it serves. 11 “Operations Management in the Third Sector” Conference, 20th March 2013 Speakers: Bios and Summaries of Talks Mr. Andy Simpson Chief Executive Doncaster Refurnish Andy Simpson is the Chief Executive of Doncaster Refurnish an entrepreneurial social enterprise and registered charity. He was born in Doncaster in 1968 and is the youngest of six siblings. He was raised in the Brodsworth mining community and started in the world of work aged 13 delivering newspapers. Andy advocates young people working early in life to instill personal discipline and pride. Andy was educated at the former Adwick High School where later in his career he was sent in to help bring it out of special measures. This was extremely rewarding for him has he directly contributed to the betterment of the community that he lived in. Although he has no formal business qualifications this has not stopped him from moving forward. He has project management experience working across all 3 sectors Private, Public and Community and from a diverse field of the construction industry to social work to community regeneration. He likes his work to really mean something and to make a difference. He is a champion of social causes, with a track record of creating and implementing successful social enterprises. He needs to be challenged and likes excitement. He likes to lead from the front and inspire belief to bring young people forward to the front line. 12 “Operations Management in the Third Sector” Conference, 20th March 2013 Speakers: Bios and Summaries of Talks Ms Eve Coles University of Leeds & Cabinet Office Eve Coles is a Senior Teaching Fellow at Leeds University Business School where she has responsibility for the academic oversight of civil protection work based learning qualifications at postgraduate level. Eve has also been responsible for developing a bespoke Post Graduate Certificate in Resilience Management for Yorkshire Ambulance Service and an MA in Civil Protection via work based learning in partnership with the Cabinet Office. She is a member of the Business School’s AIMTech and Socio-Technical Centre research groups. Her research interests centre around organisational resilience particularly in the public sector and include emergency management policy in the UK, crisis and business continuity management and supply chain resilience. She has been a member of a number of national steering groups and committees that have developed core competences and National Occupational Standards in civil contingencies and standards in crisis management. Eve is Editor of a new UK online peer reviewed journal Emergency Management Review which is published in partnership with the Cabinet Office Emergency Planning College (epcollege.com/EMR). She is Chair of the Emergency Planning Society's Education Committee, a member of the BSI steering committee for the development of PAS 200 in Crisis Management and a member of the International Research Committee on Disasters. She is also an external examiner at Portsmouth University Business School, Dublin Business School and a visiting lecturer to the emergency management programmes at Auckland University of Technology. Workshop: “Organisational Resilience in an Age of Austerity” Doing more for less is quite a challenge for all of us and no more so in today’s economic climate. Yet in the face of such a challenge it is more than possible to see how organisational resilience can be harnessed and enhanced through careful thought and developing good practice. This session will highlight how value for money thinking can help good practice remain uncompromised in the face of future threats and challenges. 13 “Operations Management in the Third Sector” Conference, 20th March 2013 Speakers: Bios and Summaries of Talks Ms Taira Kayani Burley Lodge Centre (BLC) Taira has over 20 years’ experience of leading in organisations in the Third Sector. She is an experienced and organised senior manager with substantial knowledge and skills in strategic planning and implementation; fundraising; strategic HR; the development, financial management; publicity and marketing; managing performance and quality; the development and implementation of organisational policies and procedures and the development and successful delivery of a variety of projects and initiatives. Taira is an active member of a number of strategic forums in Leeds. She has a comprehensive awareness of current issues affecting the Third sector and is committed to influencing decision makers on behalf of the sector. She holds a community development approach to working and is committed to the meaningful involvement of staff, volunteers and community members in the development and delivery of local services. Taira holds a Post Graduate Certificate in Management and is currently reading for an Executive MBA at Leeds Metropolitan University. Workshop: outcomes” “The operational alignment of quality, performance and The Third sector has long been driven to make a difference to the lives of the people it aims to provide services and activities for. The links between the quality of services we provide, the emphasis on measuring our performance and the current focus of funders and commissioners on achieving outcomes requires us to have a clearer focus on the operational alignment of these key elements of our business model. The workshop will explore how BLC has connected the dots and will focus on some practical solutions to implementing change in Third Sector organisations. 14 “Operations Management in the Third Sector” Conference, 20th March 2013 Speakers: Bios and Summaries of Talks Dr Gary Graham & Dr Anita Greenhill University of Leeds & University of Manchester Dr Gary Graham joined Leeds University Business School in January 2011 after 11 years lecturing first at MSM until 2005 and then MBS from 2005 onwards. He has co-authored two books on the Internet and its influence on the creative sector. His current research concerns the impact of the Internet – particularly the convergence of online and printed newspaper activity but also the issue of consumer interactivity – on the supply chain operations of regional newspapers. Dr Anita Greenhill is a Senior Lecturer at the Manchester Business School, University of Manchester. Dr Greenhill has an extensive research and publication list exploring cultural practices of online communities. Dr Greenhill along with Dr Gary Graham is currently researching the changing role of the city, local communities and their use of community news media in the digital age. The key areas of research interest are in the areas of Networked Usage of Technology within Community, Organisational and Business settings. Workshop: “News engagement with the third sector” The workshop aims to explore the challenges of operationalising Large Scale Institutional and Third Sector news engagement. Thurman (2012) argues that the advances of social media / web 2.0 are eroding away the timeliness, relevance and utility of local news. Boyer (2011) talks about the shifting character of news,“ If a 19 th –or even 20th century news organisation with a correspondent in a remote location could hope to have a monopoly on reports from the location for days or even weeks, the synchornisity and translocation interconnectedness of digital news has drastically reduced these advantages to a matter of minutes and often only seconds. One could thus argue the marginal value of original news content has diminished the news industry since it circulates so quickly and is republicised so easily elsewhere, a condition that the recent rise of online news aggregators, like Google, have exasperated.” Our research has show that Universities feel they - “ Have a mandate to develop partnership with our immediate neighbours”. But what does this mean for inner city communities? It is clear Local Communities are embracing and innovating in their usage of new media to share, gather and disseminate local news, ‘their’ news http://whalleyrange.org/, peace FM, South Manchester Reporter. 15 “Operations Management in the Third Sector” Conference, 20th March 2013 Speakers: Bios and Summaries of Talks End of Bios and Summaries of Talks 16