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Simple Strategies for Social & Community
        Enterprise Sustainability
  Marketing & The Business “Stuff”
    Olwen Dawe | Irish Business Intelligence
           www.olwendawe.com
What’s this presentation about?
• Sustainability: Showing you – the people behind
  community organisations and social enterprises –
  how you can equip your organisations for
  sustainability;
• Simple Strategies: The role and application of
  business techniques in sustaining your social
  enterprise;
• Straightforward Next Steps: Providing you with a
  very straightforward set of steps to apply from
  today to your organisation for better outcomes.
But first… a few definitions…
•   “Just as entrepreneurs change the face of business, social entrepreneurs are the change
    agents for society, seizing overlooked opportunities by improving systems, inventing new
    approaches and creating sustainable solutions to transform society for the better. ...”
    Skoll Foundation


•   “Social enterprises are part of what is termed the Third Sector or Social Economy. The Third
    Sector is comprised of organisations that are independent of the State, but may receive
    funding from the State, and may also contribute to the delivery of public services. They have
    primarily social objectives and reinvest any surpluses they generate in pursuing these
    objectives.”
    ‘Exploring Social Enterprise’, A. Clarke & A. Eustace, Eustace Patterson Ltd. FINAL REPORT,
    September 2009


•   ‘that part of the economy, between the private and public sectors, which engages in
    economic activity in order to meet social objectives’.
    FÁS
Social & Community Enterprise –
                Ireland
• Strong history of collective action:
   – GAA
   – Agricultural Co-Operative Movement
   – Credit Union [being the world’s largest [per capita]
     financial cooperative]
• The concept of social enterprise has gained attention in
  recent years and increasingly is seen as one viable
  response to the economic trauma Ireland has
  experienced.
  Social Enterprise in Ireland: A People’s Economy?
  Doyle & Lawlor, 2012
Tangible Benefits to the Irish Economy
• Providing affordable services/products to
  communities 79%
• Bringing people together 76%
• Creating local jobs 75%
• Providing goods/services previously not available
  locally 74%
• Putting money into the local economy 56%
• Buying from local suppliers 48%
• Helping the environment 30%
  ‘Exploring Social Enterprise’, A. Clarke & A. Eustace, Eustace Patterson Ltd.
  FINAL REPORT, September 2009
The trends overseas…
                                UK
• “Big Society”
• Employs 800,000 +
• Contributes £24Bn+ to economy
• New laws and funding, impetus given by austerity will
  help produce a £50Bn sector
• “What we are creating in 2012 is a more fertile
  environment and 2013 should be good year for
  significant change”
    Peter Holbrook, chief executive of Social Enterprise UK (SEUK)
The trends overseas…
               Europe - Mainland
• 2 million enterprises (= 10% of all European
  businesses)
• Employ over 11 million paid employees (= 6%
  of working population of Europe)
• EU policy aims at creating a favourable
  regulatory environment for social economy
  enterprises
… and what are the challenges?
•   Funding/Finance 69%
•   Sustainability 23%
•   Strategic Planning 6%
•   Premises/space 2%
    ‘Exploring Social Enterprise’, A. Clarke & A.
    Eustace, Eustace Patterson Ltd.
    FINAL REPORT, September 2009
How do we deal with the challenges?
• Proper ‘foundations’ – clarity [planning]
• Building networks – collaborative solutions
• Utilising shared challenges as a means to
  brainstorm and problem-solve – share
  resources
• Applying some business ‘techniques’ to
  enhance our sustainability
Using straightforward business
             techniques…




Provide social and community organisations with
a strong foundation to work off…
How can business tools help?
They provide –
• Structure;
• Focus - outcomes;
• Identification of funding
  needs;
• Engagement - stakeholders;
• Promotion / marketing.
The Key: Sustainability
Breaking Down the Business Jargon!
Buzzword #1: Strategy
Buzzword #2: Plan
Buzzword #3: Marketing

Understand what they mean to
YOUR organisation.
#1 STRATEGY
Why you’re doing what you’re doing
What are our goals?
What is the ultimate aim of the organisation?
Who needs to be ‘onboard’?
What actions do we need to undertake?
Why?
What do we need to engage – resource-wise to
achieve our goals?
Timing.
#2 PLAN

How are we going to implement the
strategy?
Picking apart the strategy…
… and putting it back together, block-by-
block…
Who’s on the bus?
Who’s driving the bus?
#3 MARKETING
• Nuances of social enterprise…
• It’s not about marketing in the
  traditional sense… but engaging the
  right people.
• Communicating your story effectively
  to the right people and why they
  need to hear it.
#3 MARKETING

• WHY?
 –Users
 –Funding
 –Referral / engagement & support
 –Publicity
#3 MARKETING
• Understand the channels that work for you
  and why…
  – Social Media
  – PR
  – Traditional Media
  – Relationship Building
  – Advertising
  – Mailshots /e-shots
  – Networking
#3 MARKETING

Ultimately…
• All actions should be underpinned by
  your strategy and plan.
• And focus 100% on goals of the
  organisation.
Back to this guy again…
• … you need to review regularly
  against:
  –Targets;
  –Goals;
  –Progress.
WHY?
• To keep you on-track;
• To understand if and why things aren’t
  happening according to plan;
• To maintain consistency.
Next Steps
• Start with one page and get as much clarity as
  possible regarding your aims and objectives;
• Workshop it with others [test your thinking];
• Understand where you are versus where you’d
  like things ‘to be’;
• Get a handle on your strengths and
  weaknesses…
Next Steps
• Look at:
  – Financial / funding needs;
  – Other resources;
  – Marketing / communications.
• Health check? Where do we need
  attention?
That’s enough homework for now…
                   …. Any questions?
Thank you for your
time and attention.
Thanks also to our
conference
facilitators:

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Marketing & The Business "Stuff" - What Social Enterprises Need to Know!

  • 1. Simple Strategies for Social & Community Enterprise Sustainability Marketing & The Business “Stuff” Olwen Dawe | Irish Business Intelligence www.olwendawe.com
  • 2. What’s this presentation about? • Sustainability: Showing you – the people behind community organisations and social enterprises – how you can equip your organisations for sustainability; • Simple Strategies: The role and application of business techniques in sustaining your social enterprise; • Straightforward Next Steps: Providing you with a very straightforward set of steps to apply from today to your organisation for better outcomes.
  • 3. But first… a few definitions… • “Just as entrepreneurs change the face of business, social entrepreneurs are the change agents for society, seizing overlooked opportunities by improving systems, inventing new approaches and creating sustainable solutions to transform society for the better. ...” Skoll Foundation • “Social enterprises are part of what is termed the Third Sector or Social Economy. The Third Sector is comprised of organisations that are independent of the State, but may receive funding from the State, and may also contribute to the delivery of public services. They have primarily social objectives and reinvest any surpluses they generate in pursuing these objectives.” ‘Exploring Social Enterprise’, A. Clarke & A. Eustace, Eustace Patterson Ltd. FINAL REPORT, September 2009 • ‘that part of the economy, between the private and public sectors, which engages in economic activity in order to meet social objectives’. FÁS
  • 4. Social & Community Enterprise – Ireland • Strong history of collective action: – GAA – Agricultural Co-Operative Movement – Credit Union [being the world’s largest [per capita] financial cooperative] • The concept of social enterprise has gained attention in recent years and increasingly is seen as one viable response to the economic trauma Ireland has experienced. Social Enterprise in Ireland: A People’s Economy? Doyle & Lawlor, 2012
  • 5. Tangible Benefits to the Irish Economy • Providing affordable services/products to communities 79% • Bringing people together 76% • Creating local jobs 75% • Providing goods/services previously not available locally 74% • Putting money into the local economy 56% • Buying from local suppliers 48% • Helping the environment 30% ‘Exploring Social Enterprise’, A. Clarke & A. Eustace, Eustace Patterson Ltd. FINAL REPORT, September 2009
  • 6. The trends overseas… UK • “Big Society” • Employs 800,000 + • Contributes £24Bn+ to economy • New laws and funding, impetus given by austerity will help produce a £50Bn sector • “What we are creating in 2012 is a more fertile environment and 2013 should be good year for significant change” Peter Holbrook, chief executive of Social Enterprise UK (SEUK)
  • 7. The trends overseas… Europe - Mainland • 2 million enterprises (= 10% of all European businesses) • Employ over 11 million paid employees (= 6% of working population of Europe) • EU policy aims at creating a favourable regulatory environment for social economy enterprises
  • 8. … and what are the challenges? • Funding/Finance 69% • Sustainability 23% • Strategic Planning 6% • Premises/space 2% ‘Exploring Social Enterprise’, A. Clarke & A. Eustace, Eustace Patterson Ltd. FINAL REPORT, September 2009
  • 9. How do we deal with the challenges? • Proper ‘foundations’ – clarity [planning] • Building networks – collaborative solutions • Utilising shared challenges as a means to brainstorm and problem-solve – share resources • Applying some business ‘techniques’ to enhance our sustainability
  • 10. Using straightforward business techniques… Provide social and community organisations with a strong foundation to work off…
  • 11. How can business tools help? They provide – • Structure; • Focus - outcomes; • Identification of funding needs; • Engagement - stakeholders; • Promotion / marketing.
  • 13. Breaking Down the Business Jargon! Buzzword #1: Strategy Buzzword #2: Plan Buzzword #3: Marketing Understand what they mean to YOUR organisation.
  • 14. #1 STRATEGY Why you’re doing what you’re doing What are our goals? What is the ultimate aim of the organisation? Who needs to be ‘onboard’? What actions do we need to undertake? Why? What do we need to engage – resource-wise to achieve our goals? Timing.
  • 15. #2 PLAN How are we going to implement the strategy? Picking apart the strategy… … and putting it back together, block-by- block… Who’s on the bus? Who’s driving the bus?
  • 16. #3 MARKETING • Nuances of social enterprise… • It’s not about marketing in the traditional sense… but engaging the right people. • Communicating your story effectively to the right people and why they need to hear it.
  • 17. #3 MARKETING • WHY? –Users –Funding –Referral / engagement & support –Publicity
  • 18. #3 MARKETING • Understand the channels that work for you and why… – Social Media – PR – Traditional Media – Relationship Building – Advertising – Mailshots /e-shots – Networking
  • 19. #3 MARKETING Ultimately… • All actions should be underpinned by your strategy and plan. • And focus 100% on goals of the organisation.
  • 20. Back to this guy again… • … you need to review regularly against: –Targets; –Goals; –Progress.
  • 21. WHY? • To keep you on-track; • To understand if and why things aren’t happening according to plan; • To maintain consistency.
  • 22. Next Steps • Start with one page and get as much clarity as possible regarding your aims and objectives; • Workshop it with others [test your thinking]; • Understand where you are versus where you’d like things ‘to be’; • Get a handle on your strengths and weaknesses…
  • 23. Next Steps • Look at: – Financial / funding needs; – Other resources; – Marketing / communications. • Health check? Where do we need attention?
  • 24. That’s enough homework for now… …. Any questions?
  • 25. Thank you for your time and attention. Thanks also to our conference facilitators: