The Compass Assessment A strategic evaluation of sustainability performance for companies and their investors © 2010 AtKisson Inc. www.AtKisson.com Founded in 1992, AtKisson Group has long been a leader and innovator in sustainability services Global Affiliate and Associate Network The sustainability strategy, learning, and inspiration company POWERFUL TOOLS HIGH-ENERGY WORKSHOPS ADVANCED TRAINING EXCEPTIONAL CONSULTING INSPIRATIONAL KEYNOTES Overall Scores for Success Factors 0.0 1.0 2.0 3.0 4.0 5.0 Skillbase Leadership C ultural Strategy Political Strategy Timelines Resource Mgmt Strategic Links Strategic Reflection OVERALL AVERAGE Current And Past Clients Include: Baltic 21 (the 11 nations of Northern Europe) • European Sustainable Development Network • Brother, Inc. (Japan) • Earth Charter International • Swedish SIDA’s Advanced International Training Programs • United Nations Division for Sustainable Development • Levi Strauss & Co. • Nike • Egyptian National Competitiveness Council • Government of Singapore • Greater New Orleans, Inc. • SEIYU (Japan) • SERDP - Strategic Environmental Research & Development Program (US Government) • Seliger Forum 2010 (Russia) • Sustainable Fashion Academy • States of Queensland, Victoria, NSW, and South Australia • Stockholm County • Sustainable Seattle • Heinz Endowments • Toyota • UNEP • UNDP • Nile Basin Initiative • Bank of Indonesia • Volvo Cars © 2010 AtKisson Inc. www.AtKisson.com Sustainability Indicators and Strategy with practical examples © 2010 AtKisson Inc. www.AtKisson.com The Compass is … A SYMBOL OF DIRECTION N W E S © 2010 AtKisson Inc. www.AtKisson.com The Compass is … A SYMBOL OF SUSTAINABILITY Nature Well-being Economy Society © AtKisson, Inc. © 2010 AtKisson Inc. www.AtKisson.com The Compass Assessment is built on AtKisson’s widely adopted platform for CSR and sustainability The Sustainability Compass ➤ N = Nature Environmental impact, resource use, ecosystems, water, energy, climate change ➤ E = Economy Efficiency, employment, innovation, sustainable business model development ➤ S = Society Social responsibility, governance, corporate culture, ethics, equity, transparency NATURE ECONOMY SOCIETY WELLBEING ➤ W = Wellbeing Worker, customer, and community health & safety, worker opportunity, overall impact on quality of life © 2010 AtKisson Inc. © AtKisson Inc. www.AtKisson.com The Compass Assessment for Companies adds a fifth “direction” to the analysis: INTEGRATION Business Integration = to what extent the company has adopted a whole-system approach to sustainability, vertically and horizontally The Business Integration element of the Compass Assessment includes ... • Extended product responsibility • Engaged corporate citizenship • Adoption and use of a lifecycle perspective • Customer / consumer engagement • Evidence that sustainability is embedded in top management and in company core values © 2010 AtKisson Inc. www.AtKisson.com The Compass Assessment is built on AtKisson’s widely adopted platform for CSR and sustainability What the assessment delivers: • • • • Clear feedback on where your company stands, relative to sustainability goals, and relative to other similar companies Overall ranking scores on an intuitive and transparent 100-point scale (where 100 = “perfect” and 0 = “nothing is happening”) Detailed backing information on individual parameter scores, and the rationale / analysis behind those scores Prioritized recommendations for areas where performance can be improved and risks minimized, in an integrated fashion COMPANY A NATURE ECONOMY COMPANY B SOCIETY WELLBEING COMPANY C The Compass Assessment was developed for harmonization with the Global Reporting Initiative, The Natural Step, ISO26000, and other frameworks © 2010 AtKisson Inc. www.AtKisson.com Companies can be assessed externally (public information) and internally (non-public information) The Compass Assessment can reveal differences between how a company sees itself — and how it is seen by others © 2010 AtKisson Inc. Internal View – Using All Available Information An internal review shows some strengths and reflects the actual status of business commitment to sustainability External View – Using Public Information Only An external review reveals what the same company looks like to consumers, investors, activists etc. who only have access to public information www.AtKisson.com We assess your GOALS AND POLICIES and your PROGRESS REPORTING against sustainability standards Sample of final scoring worksheet for “Nature” (illustration only) Shows absolute sustainability goal / performance standard and company’s performance © AtKisson Inc. After extensive review, our analysts assign scores based on a 0-3 scale where 0 = No evidence of activity, 3 = Activity fully aligned (with widely acknowledged ultimate sustainability standards). The accompanying report explains the rationale for each score and compares the most important findings with best-practice performers. © 2010 AtKisson Inc. www.AtKisson.com Design Nature Wellbeing Economy Society © AtKisson, Inc. © 2010 AtKisson Inc. www.AtKisson.com Design N W E S © AtKisson, Inc. © 2010 AtKisson Inc. www.AtKisson.com Case Study: ORLANDO, FLORIDA N Nature LAKE WATER QUALITY TREE CANOPY 100 100 100 80 80 80 60 60 60 40 40 40 20 20 20 0 0 1 9 99 STREAM WATER QUALI TY 1 0 99 0 1 1 99 1 2 99 1 3 99 1 4 99 1 5 99 1 6 99 1 7 99 1 8 99 1 9 99 SOLID W ASTE RECYCLING 1 0 99 100 100 80 80 80 60 60 60 40 40 40 20 20 20 0 0 0 9 19 1 9 19 2 9 19 3 9 19 4 9 19 5 9 19 6 9 19 7 9 19 8 9 19 9 LAND USE SUSTAINABILITY 9 19 0 1 9 19 2 9 19 3 9 19 4 9 19 5 9 19 6 9 19 7 9 19 8 ENERGY SUSTAI NABI LITY 9 19 9 9 19 0 100 80 80 80 60 60 40 40 20 20 0 0 19 19 19 92 19 93 19 94 19 95 19 96 19 97 19 98 19 99 1 0 99 92 19 93 19 94 19 95 19 96 19 97 19 98 19 99 19 91 19 92 19 93 19 94 19 95 19 96 19 97 19 98 19 99 SUMMARY NATURE INDEX 100 91 19 0 9 19 100 90 91 CONTROL OF TOXI C RELEASES 100 9 19 19 60 40 20 1 1 99 1 2 99 1 3 99 1 4 99 1 5 99 1 6 99 1 7 99 1 8 99 1 9 99 0 1998 1 8 99 1999 1 7 99 1996 1 6 99 1997 1 5 99 1994 1 4 99 1995 1 3 99 1992 1 2 99 1993 1 1 99 1990 1 0 99 1991 AIR QUALITY © AtKisson, Inc. © 2010 AtKisson Inc. www.AtKisson.com Case Study: ORLANDO, FLORIDA E Economy INCOME DI STRI BUTION RENTAL AFFORDABILI TY TRAFFIC SUSTAINABI LITY 100 100 80 80 80 60 60 60 40 40 40 20 20 20 0 0 1 1 1 99 1 2 99 1 3 99 1 4 99 1 5 99 1 6 99 1 7 99 1 8 99 1 9 99 1 0 99 1998 1999 1996 1997 1994 1995 CHILDREN'S ECONOMIC SECURITY 100 0 99 1992 1990 1999 1998 1997 1996 1995 1994 1993 1990 1992 0 1991 0 1998 20 0 1999 40 20 1996 40 20 1997 40 1994 60 1995 60 1992 80 60 1993 100 80 1990 100 80 1991 100 1993 HOME OWNERSHIP AFFORDABILI TY 1991 ECONOMIC DI VERSITY 0 1 1 99 1 2 99 1 3 99 1 4 99 1 5 99 1 6 99 1 7 99 1 8 99 1 9 99 9 19 0 19 91 19 92 19 93 19 94 19 95 19 96 19 97 19 98 19 99 SUMMARY ECONOMY INDEX 100 80 60 40 20 1998 1999 1996 1997 1994 1995 1992 1993 1991 1990 0 © AtKisson, Inc. © 2010 AtKisson Inc. www.AtKisson.com Case Study: ORLANDO, FLORIDA S Society ARTS & CULTURE LITERACY 20 20 0 0 100 80 NO DATA 98 97 96 95 94 93 92 99 19 19 19 19 19 19 99 19 98 19 97 19 96 19 95 19 94 19 93 19 1998 91 19 90 19 1997 99 19 98 19 97 19 96 19 95 19 94 19 93 19 92 19 19 19 91 0 90 0 1999 20 0 1998 20 1997 40 20 1996 40 1995 60 40 1994 60 1993 80 60 1992 100 80 1991 100 80 1990 19 91 CITIZENS PERCEPTION OF GOV. 100 COMMUNITY STABILITY (SCHOOL MOB. ) 19 90 19 19 1999 1998 1997 1996 1995 1994 1993 1992 1991 EDUCATIONAL SYSTEM 92 PUBLI C SAFETY (JUV. CRIME) 60 0 1990 1999 1998 20 1997 40 1996 40 1995 40 1994 60 1993 60 1992 80 1991 100 80 1990 100 19 VOTI NG SUMMARY SOCIETY INDEX 100 100 80 80 60 40 60 20 40 0 © 2010 AtKisson Inc. 99 1999 1996 1995 1994 1993 1992 1991 19 98 19 97 19 96 19 95 19 94 19 93 19 91 92 19 0 1990 © AtKisson, Inc. 19 19 90 20 www.AtKisson.com Case Study: ORLANDO, FLORIDA W Well-Being 99 19 1998 97 98 19 1997 95 94 93 96 19 19 19 1999 1996 1995 1994 1993 1992 1991 NO DATA 1999 99 19 98 19 97 19 96 19 95 19 94 19 93 19 19 19 19 92 0 91 20 0 90 20 0 1999 20 1998 40 1997 40 1996 60 40 1995 60 1994 80 60 1993 100 80 1992 100 80 1991 19 STATUS OF ELDERS 100 1990 19 91 90 19 19 98 97 96 95 99 19 19 19 19 94 19 92 93 19 19 19 19 19 QUALI TY OF LI FE (OPTIMISM) 1990 PSYCH. WELL-BEING (DRUG USE) 91 0 90 0 1999 20 0 1998 20 1997 40 20 1996 40 1995 60 40 1994 60 1993 80 60 1992 100 80 1991 100 80 1990 100 92 HEALTH I NSURANCE COVERAGE 19 CHILD LEARNING 1998 INFANT HEALTH SUMMARY W ELL-BEING INDEX 100 80 60 40 20 1997 1996 1995 1994 1993 1992 1991 1990 0 © AtKisson, Inc. © 2010 AtKisson Inc. www.AtKisson.com Case Study: ORLANDO, FLORIDA Compass Index of Sustainability 2000 N 80 NATURE 70 60 50 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 40 80 80 OVERALL SUSTAINABILITY INDEX 70 60 60 60 50 50 50 ECONOMY E 1999 1998 1997 1996 1995 1994 1993 1992 1991 40 1990 1999 1998 1997 1996 1995 1994 1993 1992 40 1991 40 1990 W 80 70 WELL-BEING 70 80 SOCIETY 70 60 50 © AtKisson, Inc. © 2010 AtKisson Inc. 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 40 S www.AtKisson.com Case Study: ORLANDO, FLORIDA Compass Index of Sustainability 2000 80 75 70 65 60 55 50 E- ECONOMY W- WELL-BEING 45 40 1990 1991 S - SOCIETY 1992 1993 1994 1995 1996 N - NATURE 1997 1998 1999 © AtKisson, Inc. © 2010 AtKisson Inc. www.AtKisson.com … and Now The Top 10 by 2010 Compass Website http://www.Top10by2010.org/indicators Compass Index Website © 2010 AtKisson Inc. www.AtKisson.com Executive Summary of the Gladstone Region Sustainability Report 2001 2011 Crimes against persons, property and drugs, alcolhol traffic offences Crim e and Disorder Nox, SO2, PM10, PM2, CO2-e, Electricity, Oil, Gas Air Quality 9 8 Energy Consum ption BOD, Mega-litres, Ph, Sediments, Algae 7 Population and Culture Population grow th, ethnicity, age, sex, indigenous 6 Water Quality and Consum ption 5 Species loss, land clearing, habitat mapping, tree planting 4 3 Education and Training Bio-diversity and Eco-System s 2 1 Retention, qualifications, pass rates, teacher - pupil ratio, distance to school Tonnage to landfill, Tonnage recycled, 0 Com m unity Health Waste and Recycling Death rates, cause of death, cancer, ashma, accidents, drugs, alcohol Investment, new business start ups and closures Tourism and Hospitality No. and Type of Visitors, Expediture in local economy, Purpose TBL Industry and Infrastructure Developm ent Building and Planning Building approvals, value of investment, eco-efficiency Em ploym ent and the Econom y Agri-business Unemployment rate, Median w eekly family income, Building approvals, investment Value of crops, livestock, holding. Stocking rates, carbon sinks © SMS Consulting © 2010 AtKisson Inc. www.AtKisson.com An example of Key Performance Indicators on Regional Scale 1999/2000 Gladstone Region Greenhouse Emissions Residential 0.65% Commercial 0.53% T ransport 0.80% Waste 0.006% Residential Commercial Transport Waste Industry Industry 97.96% © 2010 AtKisson Inc. www.AtKisson.com TBL Executive Summary for the Gladstone Region Scenario: Business as Usual Environment 60% 50% 40% 30% The closer you are to the centre, the more sustainable you are. •Economy more sustainable by approx. +8% 20% 10% 0% Social •Social Equity declining by approx. -5% Economic 2001 2011 © SMS Consulting. © 2010 AtKisson Inc. •Environmental Capital declining by approx. -4% Sustainability and TBL is about balance and getting the equilibrium right. www.AtKisson.com N 2001 44 W 50 Gladstone Region © 2010 AtKisson Inc. 55 54 E 70 S AtKisson Compass Index www.AtKisson.com N 40 W 60 Gladstone Region © 2010 AtKisson Inc. 53 2011 (projected) 62 E 50 S AtKisson Compass Index www.AtKisson.com The Compass Assessment helps you set your course for sustainability — and accelerate your progress Benefits • Get a clear view of your sustainability reality from an objective, outside perspective • Help put everyone on the same page by showing them where the company stands, and where it needs to be heading in sustainability terms • Learn how consumers see your company compared to how you see it — and gain insights into what consumers might want to know • Clarify and sharpen strategy, by focusing on those areas most in need of improvement and most likely to produce sustainability ROI • Set performance benchmarks in place so that targets can be set, an improvement can be monitored and communicated • Find new pathways to competitive advantage in comparison to market leaders, and in relation to global sustainability risks and opportunities © 2010 AtKisson Inc. www.AtKisson.com The Compass Assessment offers a high-return value proposition, with minimal disruption of your daily work What We Need from You to Perform the Assessment External Assessment • Nothing – we use only publicly available data Internal Assessment • Access to internal information and people to interview (under strict confidentiality) • Your choice of other companies against which to benchmark • Clarity from you on the purpose, target audience, and desired impact of performing an assessment • Willingness to consider assessment results against absolute (not just comparative) standards – that is, against a long-term sustainability vision © 2010 AtKisson Inc. www.AtKisson.com Questions?to Please contact us ... with you ... We look forward working Michael Lunn Senior Associate AtKisson Group Michael.Lunn@AtKisson.com +44 7894062727 www.AtKisson.com © 2010 AtKisson Inc. www.AtKisson.com