Streetwize Communications and the Social accounting and audit process Jo Taylor General Manager “ … the reality is there are too many small, overlapping charities fighting for the same donations, whose lack of size and skills makes the sector inefficient.” Tony Featherstone Business Review Weekly July 2006 “Invisibility of small organisations and lack of understanding of their value and potential.” The way forward:Tackling the issues confronting small community organisations. Voice for SONG March 2006 “Government organisations, Foundations and donors are expressing increasing concerns about the rapid growth in the number of organisations operating in similar program areas, … and the lack of comparative information about organisations.” Jane Schwager Chief Executive Non Profit Australia Newsletter How can we communicate that we are effective, efficient, professional organisations, that achieve outcomes as well as outputs, and can measure our social, environmental and financial impact? Streetwize is a national social communications agency. We have been operational for over 20 years. THE STREETWIZE PROCESS THE STREETWIZE PROCESS We equip people for life. Current projects: Resources on 1. 2. 3. 4. 5. 6. self harm positive parenting co morbidity family violence alcohol performance and imaging enhancing drugs THE STREETWIZE PROCESS THE STREETWIZE PROCESS THE STREETWIZE PROCESS THE STREETWIZE PROCESS THE STREETWIZE PROCESS THE STREETWIZE PROCESS THE STREETWIZE PROCESS Streetwize resources:- 1. enhance target groups knowledge of particular issues 2. enhance target groups awareness of Government, support services and relevant information sources 3. reach people with low literacy skills 4. prompt target groups to think about difficult issues 5. are highly regarded by many people who work with young people “Young people read Streetwize. They get to the audience and have a good balance between education and entertainment.” Service Provider “When people are waiting they pick up New Idea and Streetwize comics, our people don’t read anything else.” Aboriginal Medical Service Organisational Structure •8 Directors •7 Staff (3 full time and 4 part time) •17 Consultants •Work using a partnership model •Turn over of approx just under $1 million Challenges キ キ No core funding No deductible gift recipient status for 22 years キ Survive on 3 months operating expenses キ No reserves キ Rely on passionate, highly skilled, resourceful, resilient staff Why Social Accounting? How can we measure our progress? Are our policies and procedures based on good practice? How effective are we as an organisation? We are committed to a working environment of collaboration and feedback. A board member suggested the Social Accounting process. Questions? Will it add value? Will it be too much work? No one else is doing it why should we take on something else? Will it cost money? Can we build on outcomes rather than outputs? Social Accounting and Audit is a framework which allows an organisation to build on existing documentation and reporting and develop a process whereby it can: •account for its social performance, •report on that performance and draw up an action plan to improve, and •through which it can understand the impact on the community and be accountable to its key stakeholders. Social Accounting and Audit The essence of social accounting and audit therefore: accounting for what we do and listening to what others have to say so that we can improve our performance. Social Audit Terms •Social Book-Keeping •Social Accounting •Social Auditing •Stakeholders The Social Audit Cycle: Five Stages •Introducing Social Accounting and Audit •The Foundations •The Nuts and Bolts - Social Book - keeping •Preparing and Using the Social Accounts •The Social Audit Stage One: Introducing Social Accounting and Audit •What is it? •Why do it? •What are the key principles? •Understanding the jargon •What do we do already? •What do others do? •Managing the Social Audit Stage Two: The Foundations •Clarify the social objectives and activities undertaken to achieve them •State the values which underpin the organisation •Prepare a stakeholder map of the organisation •Identify the key stakeholders •Determine the scope of the social audit Stage Three: Social Book- keeping •Agree the performance indicators •Identify existing records and data to be used •Decide on what new data will be collected and how •Organise the resources needed •Produce the Social Accounting Plan and timetable •Implement the plan and monitor progress Stage Four: Preparing and Using the Social Accounts •Draft the accounts •Identify key issues •Review the objectives, activities and values •Set targets for the future •Plan dialogue and discussion with stakeholders •Review social accounting process and make changes •Plan how to publish and disseminate summary of audited accounts to stakeholders Stage Five: The Social Audit •Appoint the members of the social audit panel •Present to the panel •Panel verifies a sample of audit; •Assesses interpretations and •Comments on the quality of accounting and reporting. •Social accounts are revised as requested by Panel •The Social Audit Statement is issued •Publish a summary of audited accounts •Continue with next cycle What are we measuring against? •Values •Vision •Strategic plan and objectives Key Stakeholders Methodology 2003 - 2005 •One day workshop with staff and board •Stakeholders identified •Social Audit process managed and developed by General Manager •Policies reviewed and implemented by Human Resources sub committee •Two students on placement carried out stakeholder consultations •External facilitator ran workshops with staff and board on board governance •General Manager drafted accounts •Social Audit panel review and recommendations for accounts Social Audit Panel •Panel reviews the draft accounts •Makes recommendations for the accounts in question and the next accounts •The accounts are re submitted and audit is written. A Successful Audit? Streetwize has completed a successful social audit which contains quotes and feedback from a number of key stakeholders and a set of recommendations: •on how we can conduct a more comprehensive social audit in 18 months. •on where the gaps are in Streetwize’s service delivery and organisation. Outcomes: Consultation with key stakeholders on the nuts and bolts on the organisation. Comprehensive report documenting all aspects of Streetwize work for marketing, fundraising and strategic planning. Identification of strengths and areas for improvement. Recommendations from key stakeholders and Social Audit panel on how to make those improvements. Framework for the next 18 months - 2 years. Streetwize has undergone a period of change and the social audit has documented the past three years enabling us to retain our corporate history. Social Audit now part of the strategic planning process, streamlining the process. Comments from Social Audit Panel “The (Social Audit) process has positive implications for the not for profit sector through, among others things proving the sector’s worth. Streetwize Communications is brave to be one of first to produce these accounts.” Libby Darlison, Director, The Miller Group. Comments: “It is critical for not for profits to make their performance more widely known, and to be transparent, congratulations Streetwize, on doing a wonderful job.” Dr Gianni Zappala, Director of Orfeus Research and Westpac Foundation. Where we are up to: ミ Adding value to core business ミ Diversity of income streams ミ DGR – Harm Reduction Register ミ Developing more long term partnerships ミ International projects Questions: Do you account for your social performance? Can you report on your performance? Have you got an action plan to improve your performance? Do you know what impact you have on your community? Your internal and external stakeholders? Are you accountable to your stakeholders? Do you consult with your stakeholders and involve them both in your projects, programs and within your organisation in a transparent and rewarding way? He who does not know how to communicate, or communicates badly, in a code that belongs only to him or a few others is unhappy, and spreads unhappiness around him. Primo Levi On Obscure Writing Jo Taylor General Manager www.streetwize.com.au 02 9319 0220