ISEA and Oxfam Co-Convene Women's Empowerment and Social Enterprise Conference in Asia

More than fifty (50) leaders representing key organizations of the social enterprise sector from ASEAN countries gathered together for the First Women’s Economic Empowerment and Social Enterprise Regional Visioning and Engagement Conference (WEE-SERVE Asia) last April 19-22, 2017 at the AIM Conference Center, Makati City, Philippines. read more

ASoG-ISEA Introduction to Social Entrepreneurship Course 7th Offering

The Institute for Social Entrepreneurship in Asia (ISEA) and the Ateneo School of Government (ASoG) are pleased to inform you of the 7th offering of the course, Introduction to Social Entrepreneurship on November 22-25, 2016, from 8:30am-5:30 PM. You are invited to attend, send or recommend students. Venue is at the Ateneo School of Government (ASoG), Ateneo de Manila University Loyola Campus, Quezon City. read more

ISEA Leads Post-Yolanda Reconstruction Initiative through Social Enterprise Platform Building

Close to a hundred (100) delegates from over fifty (50) organizations launched the Reconstruction Initiative through Social Enterprise (RISE) during a post-Yolanda conference on March 13-14, 2014 at the Diplomat Hotel in Cebu City, Philippines. The Social Enterprise Rehabilitation Visioning and Engagement (SERVE) Conference was organized by the Institute for Social Entrepreneurship in Asia (ISEA) in cooperation with Oxfam, Peace and Equity Foundation (PEF), the Foundation for a Sustainable Society Inc. (FSSI), Philippine Rural Reconstruction Movement (PRRM), VICTO National Cooperative Development Center, Foundation for TheseAbled Persons Inc (FTI), Philippine Social Enterprise Network (PhilSEN), Philippine Business for Social Progress (PBSP), Philippine Coffee Alliance (PCA), World Fair Trade Organization(WFTO)-Asia/Philippines and the Ateneo School of Government.read more

Join Us in Launching Social Enterprises and the Poor: Transforming Wealth

The Institute for Social Entrepreneurship in Asia (ISEA), Oxfam, Oikocredit and Ateneo School of Government invites you to the launch of the book Social Enterprises and the Poor: Transforming Wealth.read more

ISEA and ASoG Executive Courses Leading to a Diploma in Social Entrepreneurship

The Institute for Social Entrepreneurship in Asia (ISEA), in partnership with the Ateneo School of Government (ASoG), will be offering Executive Courses leading to a Diploma in Social Entrepreneurship for the following target participants:

  • leaders, managers, and key staff of social enterprises, social enterprise resource/support institutions
  • leaders, managers, and key staff of civil society organizations, government agencies, and business organizations with social enterprise development programs
  • social entrepreneurs or individuals interested in pursuing social entrepreneurship as vocation or career
  • policymakers and government executives interested in social entrepreneurship and social enterprise development
  • knowledge leaders from media, academe, and other institutions interested in social entrepreneurship

read more

Register Now: Social Enterprise Marketing Management Course, August 20-22, 2013

ISEA, in cooperation with the Ateneo School of Government, will be offering a three-day course on Social Enterprise Marketing Management. The course will be held on August 20-22, 2013, at the Ateneo School of Government in the Ateneo de Manila University, Katipunan Ave., Quezon City, Philippines. read more

ISEA Initiates Action Research Leading to Poverty Reduction Through Social Entrepreneurship Bill and Coalition

In its meeting on October 17, 2011, the ISEA Board approved a resolution for the consortium to undertake research in support of its members' advocacy efforts to create a policy and political environment supportive to social entrepreneurship. read more

BPI Foundation Supports Capacity Development on Financial Management and SROI

The Social Enterprise Capacity Development on Financial Management and SROI, a joint project between Bank of the Philippine Islands Foundation and the Institute for Social Entrepreneurship in Asia (ISEA), aims to democratize trainings on financial management and Social Return of Investment (SROI) for social enterprise managers and practitioners. It aimed to accomplish such by designing a module, developing learning materials, pilot testing its delivery and capacitating a pool of trainers on the aforementioned topics. It also aimed to undertake training needs assessment (TNA) among a sample of potential trainees and trainers as input to the design and delivery of the module. The TNA process was also envisioned to identify a long list of potential participants to the training. read more

32 Complete Course on Strategic Social Enterprise HR, OD and Finance

Thirty two senior managers and executive directors from 16 social enterprises and resource institutions completed a course on Strategic Social Enterprise Human Resource, Organizational Development and Financial Management on August 29-September 3, 2011 in Quezon City, Philippines. The course was the third and final module of the pilot offering of the Strategic Management Course for Social Enterprises in Southeast Asia delivered by the Institute for Social Entrepreneurship in Asia (ISEA) for Oikocredit partners and key staff from the Philippines and Cambodia. read more

Oikocredit and ISEA Pilot SE Marketing and Operations Management Course

Oikocredit International and the Institute for Social Entrepreneurship in Asia (ISEA) piloted the Course on Strategic Marketing and Operations Management for Social Enterprises on May 16-20, 2011 at the Fersal Hotel, Malakas St., Diliman, Quezon City, Philippines. Thirty five participants including the top leadership and senior managers from thirteen social enterprise partners of Oikocredit from the Philippines and Cambodiacompleted the course. The thirteen partners are mainly engaged in agriculture-based initiatives in the two countries. They included Alter Trade Group, the largest fair trade organization in the Philippines and CEDAC, the biggest social enterprise promoting sustainable agriculture in Cambodia.read more

ASoG-ISEA Intro to SE Course Launched

The Ateneo School of Government (ASoG) and the Institute for Social Entrepreneurship in Asia (ISEA) piloted the Introduction to Social Entrepreneurship Course last March 15-18, 2011 at the Institute of Philippine Culture (IPC) Building, Ateneo de Manila University Loyola Campus in Quezon City. It was the first social entrepreneurship course to be launched under the Master in Public Management Program.

 

Enrolled in the pilot offering were 20 students from social enterprises such as Human Heart Nature and KMBI; non-government organizations (NGOs) such as the Philippine Rural Reconstruction Movement, the Philippine Business for Social Progress, the Philippine Foundation for Environmental Concerns, and the ALAGA Lahat; local government units (LGUs) from the Province of Tarlac and the Municipality of Samal, Bataan; and national government agencies such as the Office of the President, the Commission on Elections, the Supreme Court, the Department of Agriculture and the Department of Health. read more

Strategic Management Course for Social Enterprises in Southeast Asia

The Institute for Social Entrepreneurship in Asia (ISEA) launched the Social Enterprise Strategic Management Course for Oikocredit Partners in Southeast Asia last November 8 -12, 2010 at the SEAMEO Innotech, Diliman, Quezon City, Philippines. Participants of the course were top and middle level management staff of 13 social enterprise partners of Oikocredit from the Philippines and Cambodia.

 

The course was launched with the delivery of Module I on Social Enterprise Strategy Formation. Social entrepreneurship mentor and ISEA President, Marie Lisa Dacanay was the lead faculty and course director. read more

ASoG and ISEA Launch Joint Masteral Program

The Ateneo School of Government (ASoG) and the Institute for Social Entrepreneurship in Asia (ISEA) shall be jointly launching a practitioner-oriented masteral program on social entrepreneurship in September 2010.  Classes for the pilot offering of the Master in Public Management Major in Social Entrepreneurship (MPM-SE) shall start on September 18, 2010. Application is ongoing and shall end on August 16, 2010.

 

Serving as Lead Faculty for the program is ISEA President Marie Lisa Dacanay... read more

Research on Strategy Configurations in Social Enterprises

Strategy Configurations in Social Enterprises: Exploring a Stakeholder Approach in Defining a Typology of Social Enterprise Strategies

Background and Relevance

This research studies the relationship between strategy and the role of stakeholders in various stages of the social enterprise life cycle. In the process, it hopes to define a stakeholder-based typology of social enterprise strategies and the conditions under which they are effective in addressing the problem of poverty. Social enterprises are social purpose business ventures which are hybrid enterprises straddling the boundary between the for-profit business world and social mission-driven public and private nonprofit organizations (Hockerts, 2006)... read more

Training Course on Strategic Management of Social Enterprises.

ISEA has been commissioned by Oikocredit to conduct Training Needs Analysis (TNA) for its partner organizations in the Philippines . The TNA has been completed and efforts are underway in preparing the design for the course on Strategic Management of Social Enterprises to be given to selected Oikocredit’s partner organizations.

 

Oikocredit has 24 partner organizations in the Philippines including microfinance institutions, cooperatives, fair trade organizations and non-government organizations engaged in social enterprise development.

Measuring Social Enterprise

MEASURING SOCIAL ENTERPRISE may be purchased from the ISEA office at P500.00 per copy (exclusive of mailing cost). International purchases may be made at USD15.00 per copy (exclusive of mailing cost).

 

ISEA and Oikocredit members/partners are entitled to a 20% discount beyond their pre-arranged complimentary copies.A discount of 10% shall be given to students and groups purchasing 5 or more copies.

 

Payments may be made in cash, check or money transfer to ISEA, Bank of the Philippine Islands (BPI) PhP Current Account No. 0421-0740-54 or USD Savings Account No.0424-0514-38. Purchases shall be delivered upon confirmation of the receipt of funds(inclusive of mailing costs).

 

Orders and inquiries may be made at dmarcial@isea-group.net or dollyv_hans@yahoo.com and at +632-7038912 (text or call, look for Dolly Marcial)

 

ABOUT THE BOOK

 

The idea for a resource book on social enterprise performance measures arose from a need expressed by development organizations to have user-friendly tools for assessing the outcomes and impacts of enterprises with a social purpose.

 

Seeking to balance financial sustainability with development objectives, these ‘social enterprises’ deal with ‘multiple bottom lines’. In addition to the financial bottom line, the development bottom lines may be about improving the quality of life of a marginalized sector or community, achieving environmental sustainability, contributing to cultural integrity or making a difference in terms of gender equality.

 

This resource book highlights two tools for social enterprise performance measurement. One is Development Indexing (DI), a tool which has found credence at the macro level – specifically the now well-known Human Development Index – and is starting to be used by some development organizations, including social enterprises, at the micro level. The other is the Social Return on Investment (SROI) approach, which has gained acceptance in other continents specially in developed market economies, but is just being introduced in the developing economy context in Asia . The cases featured in this book may be the first systematic effort to apply SROI in the Philippines.

 

This project directly sprang from an initiative of Oikocredit Southeast Asia to work with the Institute for Social Entrepreneurship in Asia (ISEA) to train the former’s partners in the on tools for aiding social performance assessment. The course, held in the Philippines on May 19 – 23, 2008, aimed to train facilitators who would lead the process of undertaking social performance assessment (SPA) using the SROI methodology and DI as measurement tools in their respective social enterprises and social enterprise resource institutions.

 

In line with the development of materials for the training, Oikocredit commissioned the conduct of four case studies exploring the application of said tools in the work of selected partner organizations.  Post-training, Oikocredit and ISEA agreed to develop a resource book that will introduce the tools to a wider audience, using the case studies to show how the tools can be applied in different types of social enterprises.

 

This resource book is composed of the following chapters:

  • Chapter I, The Challenge of Social Enterprise Performance Measurement, introduces social performance measurement as a key challenge facing social enterprises, providing the context for appreciating the value addition of development indexing (DI) and Social Return on Investment (SROI) as tools . It looks into the phenomenon of the flowering of social enterprises, defines and contrasts a social enterprise with a traditional business enterprise, and describes the state and challenge of performance measurement among social enterprises. The section on performance measurement among social enterprises is focused on practices among three segments of social enterprises in the, where the cases featured in this book belong: microfinance institutions, fair trade organizations and cooperatives.
  • Chapter II Development Indexing in Social Enterprises, introduces a tool for quantifying qualitative outcomes of development interventions, and for measuring the level of transformation among relevant stakeholders assisted by a social enterprise or resource institution. The chapter describes the roots and rationale of development indexing, cites cases where a form of development indexing has been used or initiated in the Philippine setting and draws insights on the range of uses and applications based on these cases. The chapter also provides guidelines for evolving a development index and explores prospects for its use among social enterprises.
  • Chapter III introduces Social Return on Investment (SROI), an approach which seeks to quantify the social costs and benefits, including what may be otherwise considered as intangible benefits, that a social enterprise generates. More than a computation of value, the SROI approach is characterized by the chapter’s author as a “framework to structure thinking and understanding”, emphasizing the importance of defining the stakeholders, theory of change and target outcomes as basic to the eventual valuation and monetization, or putting an equivalent monetary value on costs and benefits. The chapter traces the evolution of the methodology, leads the reader through the series of steps in SROI analysis, and cites examples of SROI research in the developing world.
  • Chapter IV features the first of the four cases featured in this book, Alter Trade Group: Creating a Development Index for Partner People’s Organizations.  The case illustrates the process of formulation, and potential use of an index to track the progress of people’s organizations composed of sugar farmers and banana growers, the primary stakeholders of the Alter Trade Group (ATG). ATG is a group of four organizations engaged in fair trade, the promotion of organic farming, and community development. The development index evolved included five elements: organizational cohesion and development, capacity to engage the market, income diversification among members, contribution to community and sector development and financial growth and sustainability. The case is both a stand-alone illustration of the application of development indexing, and a companion piece to the next case which shows an application of the SROI approach.
  • Chapter V, Alter Trade Group: Application of the Social Return on Investment, describes an effort to apply SROI analysis to the group’s interventions, zeroing in on ATG’s impacts on its partner people’s organizations and their members. The case studies the costs and benefits of ATG’s interventions with respect to its partner sugar and banana farmers in Negros Island , their provincial base. Beyond more tangible impacts like increased income for stakeholders, the case looks at how outcomes like improved knowledge and skills at the group and individual level, and enhanced self-esteem may be valued and monetized. It also showed how the earlier case on development indexing aided the process of valuation and monetization of the costs and benefits related to improved knowledge and skills of the farmers at the group or organizational level.
  • Chapter VI, A SROI Case Study of the National Federation of Cooperatives of Persons with Disability applies SROI analysis among persons with disability (PWDs) and other stakeholders involved in the organization’s main project: the production and marketing of school chairs. The case explored valuation and monetization of both financial and non-financial outcomes and impacts across various stakeholder groups. These included income for the federation, increased incomes for participating persons with disabilities (PWDs), savings for the government in procuring cheaper and more durable school chairs as well as enhanced self-worth and image/ role in the community of PWDs.
  • Chapter VII features the last of the four cases, SROI in Negros Women for Tomorrow Foundation (NWTF). NWTF is a micro-finance institution that helps some 80,000 poor women in 10 provinces through credit assistance. The case demonstrates how the issue of attribution is addressed by SROI analysis. The resulting SROI story provided a nuanced analysis of the income impacts among various segments of NWTF’s clientele. SROI is also shown as a useful tool complementing other tools/ measures used by the organization in assessing the impact of its micro-finance operations.  Specifically, this case illustrates the potential complementation of the SROI with a form of development index that is already being used by the NWTF, the Progress out of Poverty Index.
  • Finally, the concluding chapter on Insights and Challenges synthesizes what can be learned from the case studies in terms of what DI and SROI can offer as tools in aiding social performance management. It also synthesizes the more important issues, concerns, and constraints in the use of Development Indexing and the SROI approach, and provides perspectives in appreciating their value added, exploiting their power as tools and managing the challenges that may be in their adoption.

 

This resource book is primarily meant for social enterprise practitioners and resource institutions who are in search of tools for developing performance measures in aid of strategic and operational management. It is intended to be a useful addition to the evolving body of knowledge on social entrepreneurship, dedicated to growing the social enterprise sector in the region.

 

But while the resource book is primarily for practitioners of social entrepreneurship, it is hoped that advocates and other actors such as government and non-government organizations engaged in enterprise development, multilateral development agencies, funding institutions, academe and even private corporations or entrepreneurs interested in measuring their social outcomes and impacts, could benefit from the publication.

 

Marie Lisa M. Dacanay

Project Director

ISEA-Oikocredit Project on Social Performance Assessment

 

 

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