The University of North Carolina at Chapel Hill School of Social Work Course Number: Course Title: Faculty: SoWo 880-238 Sustainability and Social Enterprise Gary M. Nelson, DSW Tele: 919.962.4370 (Gary) Email: gmnelson@email.unc.edu Fall 2015: Tues 2-4:50 pm, Tate Turner Kuralt Bldg. Room 226 Tate Turner Kuralt Office Hours: Tuesdays 12:30 to 1:30 p.m. Course Description This course will examine issues and perspectives on sustainability, social enterprise and solutions to social and economic found in the emerging fourth sector of our economy. The class will examine social entrepreneurship and sustainable community development through a framework that combines local, national and global perspectives on sustainability’s triple bottom line: 1. economic prosperity; 2. social equity; and 3. environmental stewardship and the role of social enterprise in successfully addressing community challenges and opportunities. Major class project—creation of a real world social enterprise business plan. Course Objectives At the conclusion of the course, students will be able to do the following: 1. Demonstrate an understanding of the effect of their personal social and cultural background and experiences (including personal and professional values) on their own thinking, views and practice of sustainability. This understanding will be reflected in a plan for the student’s growth and work; 2. Articulate working definitions of sustainability, sustainable development, social enterprise and the Fourth Sector that incorporate information from the past, as well as current thinking about the terms, and provides practical, ethically based direction for the student’s work on sustainability, sustainable development and social enterprise design and creation; 3. Demonstrate a working knowledge of sustainable development and social enterprise challenges in their community, the United States and the world; 4. Demonstrate a working knowledge of the interface between sustainable development, culture and gender; and 5. Understand local and regional community challenges and opportunities. 6. Demonstrate an ability to apply a learning framework to a sustainable development and/or social enterprise initiative in a community of interest that appreciates the strengths of current approaches, identifies continuing challenges to sustainability and social enterprises, and sets forth a series of recommendations to overcome those challenges. 7. Demonstrate the ability to design and prepare for launch, a local social enterprise designed successfully address a pressing social and/or community challenge, 1 Required Text Senge, Peter et. al. (2010). The Necessary Revolution: Working Together to Create a Sustainable World. New York: Broadway Books. Recommended Texts Holman, Peggy, Tom Devane, and Steven Cady (2007). The Change Handbook. San Francisco, CA. Bearrett-Koehler Publishers. Transformative Action Institute (2013). Teachers Manual (Guide for teaching transformative thinking and change). Readings of Interest 1. Barabasi, Albert-Laszlo (2003). Linked. New York: A Plume Book. 2. Christensen, Clayton M. (1997). The Innovators Dilemma: When New Technologies Cause Great Firms to Fail. Boston: Harvard Business Review Press. 3. Ellerman, David (2006). Helping People Help Themselves. Ann Arbor, MI: The University of Michigan Press. 4. Esty, Daniel C. and Andrew S. Winston (2006). Green to Gold. New Haven: Yale University Press. 5. Friedman, Thomas L. (2005). The World is Flat: A Brief History of the 21st Century. New York, Farrar, Straus, and Giroux. 6. Fredrickson, Barbara L. (2009). Positivity. New York: Three Rivers Press. 7. Frick, Don M. and Larry C. Spears. (1996). Robert Greenleaf: On Becoming a Servant Leader. San Francisco: Jossey-Bass Publisher. 8. Goleman, Daniel (2009). Ecological Intelligence: How Knowing the Hidden Impacts of What We Buy Can Change Everything. New York: Broadway Books. 9. Hart, Maureen (1999). Guidelines to Sustainable Community Indicators. Second Edition, North Andover, MA: Hart Environmental Dta. 10. Hawken, Paul, Amory Lovins, and L. Hunter Lovins (1999). Natural Capitalism: Creating the Next Industrial Revolution. 11. Henderson, Hazel (1996). Buildingg a Win-Win World: Life Beyond Global Economic Warfare. San Francisco: Berrett-Koehler Publishers. 12. Martin, Roger (2007). The Opposable Mind. Boston: Harvard Business Review Press. 13. McDonough, William and Michael Braungart (2002). Cradle to Cradle: Remaking the Way We Make Things. New York: North Point Press. 14. McKibben, Bill (2010). Eaarth: Making A Life on a Tough New Planet. New York: Times Books. 15. Nelson, Gary M. (2010). Social Work and Sustainability: Late to the Revolution but with Much to Offer. Portland, Oregon: Paper prepared for the Annual Conference on Social Work Education (CSWE). 16. Nelson, Gary M. (2012). Integrative Leadership. Jordan Institute for Families, University of North Carolina School of Social Work at Chapel Hill. 2 17. Nichols, Alex Ed. (2008). Social Entrepreneurship: New Models of Sustainable Social Change. London: Oxford University Press. 18. Roseland, Mark (2005). Toward Sustainable Communities: Resources for Citizens and Their Governments. Gabriola Island, BC: New Society Publishers. 19. Sabeti, Heerad (November 2011). The For Benefit Enterprise. Harvard Business Review, Vol. 89, No. 11, pp 98-104. 20. Savitz, Andrew W. (2006). The Triple Bottom-Line. San Francisco: Jossey-Bass Publishers. 21. Thompson, John and Doherty, Bob (2006). The Diversity of World Social Enterprise. International Journal of Social Economics. Vol. 33, No. 5/6 pp 361375. 22. United Nations Development Program (UNDP) (2004). Human Development Report 2004. New York: Oxford University Press. 23. Varela, Francisco J., Evan T. Thompson, and Eleanor Rosch (1993). The Embodied Mind: Cognitive Science and Human Experience. Boston: Massachusetts Institute of Technology Press. 24. Wheatley, Margaret J. (1992). Leadership and the New Sciences: Learning About Organization from an Orderly Universe. San Franciso: Berrett-Koehler Publishers. 3 Module I: Getting Started— Think—Context and Culture— Great Awakening Session 1: August 18th—Introduction—How We Think, Understand Our Historical Context, and Prepare for the Next Great Awakening Session Goals: Create a context and framework for the class. Establish who is in the class and identify expectations. How We Think How We Understand Historical Context How We Prepare for the Next Great Awakening Personal Interest Assessment—What do you hope to get out of this class and the experiences associated with it? Course Overview and Expectations Overview: Include a Social Work Frame Expectations—Creating a Social Enterprise for a New Era Readings: Despard, Mat (2015). Social Innovation Field Unit. Memorandum Prepared for UNC School of Social Work. Nelson, Gary M. (2013). Sustainability and Social Work: Late to the Movement but with Much to Offer. Jordan Institute for Families, School of Social Work, University of North Carolina at Chapel Hill. Recommended Readings: Brain Pickings. Issue—Leisure, The Basis of Culture. August 16th, 2015. Session 2: August 25th —What Is Going On From a Historical Perspective Session Goals: Create a historical and cultural understanding of what is going on. What is giving rise to the focus on social entrepreneurship and sustainable development and a run up to the next great awakening. Appreciate the interplay of the ‘whole’ to to address our complex social problems. Presentation: Historical Context—The Social Enterprise State: Direct Democracy in a Culture of Innovation Film—The Black Power MixTape 4 Readings: Our Choices in Addressing Complex Problems: Race As The Exception to the American Exceptionalism Senge, Peter et. al. (2010). “ Chapter 1—A Future Awaiting Our Choices; Chapter 2—How Did We Get in this Predicament and Chapter 3—Life Beyond the Bubble.” In The Necessary Revolution. New York: Broadway Books. Recommended Readings: Coates, Ta-Nehisi (2014). “The Case for Reparations.” The Atlantic (June). Session 3: September 1st: Social Entrepreneurship, For Benefit Movement and Sustainable Development Session Goals: Provide a historical and conceptual overview of the emergence of the ‘for benefit’, social entrepreneurship and sustainable development movement. Begin thinking about the social enterprise you will create. Presentation: Complex Problems and Complex Choices Guest Speaker: Aaron Nelson, Executive Director of Partnership for a Sustainable Community, President and CEO Chapel Hill Carrboro Chamber of Commerce Readings: Sabeti, Heerad. (2011). “For Benefit Enterprises’. Harvard Business Review. Vol. 89, No. 11, pgs. 98-110. Senge, Peter et. al. (2010). “Chapter 4—New Thinking, New Choices; Chapter 5—Never Doubt What One Person and a Small Group of Co-Conspirators Can Do; and Chapter 6—Aligning an Industry. In The Necessary Revolution. New York: Broadway Books. Snowden, David (2002). “Complex Acts of Knowing—Paradox and Descriptive Self-Awareness.” IBM Global Services. Snowden, David and Mary E. Boone (2007). “A Leader’s Framework for Decision-Making. Harvard Business Review. Thought Piece Due Session 4: September 8th Social Innovation and Social Entrepreneurship 5 Session Goals: Introduce social innovation hubs, case study enterprises, and introduce business planning for social enterprises. Guest Speaker, Mathilde Verdier from the Campus Cube Guest Speaker, Sarah Marsh—Social Enterprise Case Study Readings: Baumann, Carl (2014). Business Planning—Sustainable Social Entrepreneurships. Score Business Volunteers. Maurya, Ash (2012). Running Lean: Iterate from Plan o Plan that Works. O’Reilly Media. Module II: Design Thinking—From the Individual to the Collective Session 5: September 15th —Design Thinking for Individual Social Enterprises Session Goals: Offer tips on design thinking and the creation of social enterprises Guest Speaker: Chris Carmody, Social Entrepreneur for Sustainable Social Enterprises Readings: Senge, Peter et. al. (2010). “Chapter 7—Unconventional Allies: Coke and WWF Partnership for Sustainable Water and Chapter 8—Risks and Opportunities: The Business Rationale for Sustainability.” In The Necessary Revolution. New York: Broadway Books. Session 6: September 22nd —Design Thinking for Social Entrepreneurship Session Goals: Offer a second accessible framework for business planning and link to work within an academic setting. Guest Speaker: Chris Mumford, Entrepreneur in Residence Launch Chapel Hill. Readings: Senge, Peter et. al. (2010). “Chapter 9—Position for the Future and the Present.” In The Necessary Revolution. New York: Broadway Books. 6 Session 7: September 29th—Collective Impact Designs and Tools for Large Scale Innovation and Change Session Goals: Provide a conceptual and skill based understanding of collective impact as social entrepreneurship writ large. Guest Speaker: Michael Owen, Social Entrepreneur and Facilitator Readings: Kania, John and Mark Kramer (2011). “Collective Impact”. Stanford Social Innovation Review. Kania, John and Mark Kramer (2013). “Embracing Emergence: How Collective Impact Addresses Complexity.” Stanford Social Innovation Review. Senge, Peter et. al. (2010) Chapter 15—The Imperative to Collaborate, Chapter 16—Convening: Get the System in the Room, Chapter 17—Seeing Reality Through Others’ Eyes and Chapter 18—Building Shared Commitment.” In The Necessary Revolution. New York: Broadway Books. Special Session—October 5th –Designing Collective Impact Interventions Session 8: October 6th—Big Data and Collective Impact Session 9: October 13th—Social Entrepreneurship—Politics of Innovation Session Goals: Think in terms of disruptive innovation, transformative versus incremental change. Guest Speaker: Nick Black Readings: Christensen, Clayton et. al. (2007). “Disruptive Innovation for Social Change. Key Ideas from the Harvard Business Review article by Christensen, Clayton (2010). “The Innovator’s Prescription—A Disruptive Solution for Health Care”. getAbstract. Mid-Term Due 7 Module III: Business Planning—Getting Down to Work Session 10: October 20th —Business Planning Session Goals: Understand and apply a business planning framework to the creation of a social enterprise. Guest Speaker: Carl Bauman, SCORE Volunteer for Kenan-Flagler Launch the Venture. Readings: Senge, Peter et. al. (2010). “Chapter 10—Getting People Engaged.” and Chapter 11—Building Your Case for Change.” In The Necessary Revolution. New York: Broadway Books. Baumann, Carl (2014). Business Planning: Sustainable Social Entrepreneurship. SCORE Business Volunteers, Chapel Hill, NC. Session 11: October 27th—The Audacity Factory ---Raleigh Session Goals: Explore and learn from an urban social entrepreneurship incubator and apply lessons to class design assignment. Guest Speaker—Chris Howell, Academic and Engagement Program Manager for Institute for Nonprofits at North Carolina State University Site Visit—Audacity Factory Readings: Senge, Peter et. al. (2010). “Chapter 12—The Tragedy and Opportunity of the Commons and Chapter 13—Spaceship Earth.” In The Necessary Revolution. New York: Broadway Books. Mid-Term Assignment Due Session 12: November 3rd—UNC Cube—Chapel Hill Session Goals: Explore and learn from an academic practice clinics and apply lessons to class design assignment. Site Visit—UNC Cube--Mathilde Verdier, Coordinator—Resources for Social Entrepreneurs 8 Readings: Senge, Peter et. al. (2010). Chapter 14—Seeing Our Choices Chapter 19— Innovation Inspired by Living Systems In The Necessary Revolution. New York: Broadway Books. Outline of Social Enterprise Plans Due Session 13: November 10th —Leadership and Social Entrepreneurship Session Goals: Explore and learn about a a global leadership program associated with the renowned Center for Creative Leadership. Guest Speaker: Lyndon Rego, Center for Creative Leadership Readings: Nelson, Gary M. (2014) Integrative Leadership. Jordan Institute for Families, UNC-Chapel Hill School of Social Work. Senge, Peter et. al. (2010) “Chapter 14—See Our Choices.” In The Necessary Revolution. New York: Broadway Books. Session 14: November 17th—Change Management and Mediation Skills for Social Entrepreneurs Session Goals: Learn from an individual skilled in collaboration, consultation, and conflict mediation. Guest Speaker: Noel Mazade, Professor of the Practice UNC School of Social Work. Readings: Epps, Deitre (2011). “Achieving Collective Impact with Results Based Accountability.” Results Leadership Group. Senge, Peter et. al. (2010). “Chapter 15—The Imperative to Collaborate and Chapter 16—Convening the System in the Room.” In The Necessary Revolution. New York: Broadway Books. 9 Module IV: Refining and Pitching Social Enterprises Designs for Impact Session 15: November 24th —Practice Pitches for Business Plans Session Goals: Present business design abstracts using the lean canvas format to a panel of business design consultants to obtain feedback for refining and deepening business plans. Business Design Panel—Practice Pitch Carl Baumann, UNC Business Design Consultant, Launch the Venture, 1789 Incubator and Senior Corps Volunteer. Dina Mills, Director of UNC Launch. Chris Mumford, Social Entrepreneur and Creator of Joe Start-Up Readings: Senge, Peter et. al. (2010). “Chapter 17--Seeing Reality through Other’s Eyes and Chapter 18—Building Shared Commitment.” In The Necessary Revolution. New York: Broadway Books. Session 16: December 1st Social Enterprise Design Pitches Student Final Pitches of Their Social Enterprises Panel to Be Assembled of Potential Funders Class Assignments There are four assignments due in this course: 1. Thought Piece and Course Intention: Letter identifying how you presently define sustainability and social entrepreneurship and identify what you hope to learn from this course. : September 1st . 2. Mid Term Take Home—Due October 13th 3. Research and Outline of Key Design Elements November 3rd 4. Clinic Design Presentation: December 1st The following weights will be applied to the various assignments associated with this course. 1. Thought Piece 05% 2. Mid-Term 25% 3. Research Design Outline 20% 4. Social Enterprise Designs 40% 5. Active Class Participation 10% 100% 10 Course Evaluation The course will be evaluated using evaluation form developed by the School of Social Work. 11