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LLP Lifelong learning Programme Leonardo da Vinci Programme – Transfer of Innovation “PRO-ACT PROfessional development of the ACTors involved in the social economy sector” CONFERENCE FINALE BORDEAUX 30 septembre 2014 Conseil Général de la Gironde Cette conférence finale est organisée avec le soutien du Conseil Général de la Gironde.

LLP Lifelong learning Programme Leonardo da Vinci ... · L’Economie Sociale et Solidaire en Europe ... Civil service company (ÚSTAV) 4. ... THE INFRASTRUCTURE OF THE SOCIAL ECONOMY

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LLP Lifelong learning ProgrammeLeonardo da Vinci Programme – Transfer of Innovation

“PRO-ACT PROfessional development of the ACTors involved in the social economy sector”

CONFERENCE FINALE

BORDEAUX30 septembre 2014

Conseil Général de la Gironde

Cette conférence finale est organisée avec le soutien du Conseil Général de la Gironde.

Madame la Vice-présidente du Conseil général de la Gironde en charge du logement, de l’habitat, du développement social, de la

précarité et de l’insertion

Conférence finale PROACT – IFAID – 30.09.2014

Monsieur Noël ROGERPrésident de l’IFAID Aquitaine

Conférence finale PROACT – IFAID – 30.09.2014

Monsieur Ghislain BREGEOTDirecteur de l’IFAID Aquitaine

Conférence finale PROACT – IFAID – 30.09.2014

ITALIE - Maria Jose Armendariz Zalba, MCG -MANAGER CONSULTING GROUP SOC. COOP.

PORTUGAL• Claudia Pedra, BAIRROS• Mourad Ghanem, BAIRROS• Maria Carmona, CRESCER NA MAIOR

REPUBLIQUE TCHEQUE• Jiri Kucera, SEDUKON• Lukas Dastlik, ELIO

ANGLETERRE• Graham Bould, OAKE ASSOCIATES• Bill Fryer, OAKE ASSOCIATES

FRANCE – Stéphanie Maupilé, IFAID AQUITAINE

Conférence finale PROACT – IFAID – 30.09.2014

L’Economie Sociale et Solidaire en EuropeEtat des lieux dans les pays partenaires

Conférence finale PROACT – IFAID – 30.09.2014

ITALIE

Maria Jose Armendariz Zalba, MCG - MANAGER CONSULTING GROUP SOC. COOP.

Conférence finale PROACT – IFAID – 30.09.2014

POLITICAL AND LEGAL CONTEXT

o Third sector is mainly born and developed in Italy during 1980's

o There are 235.000 organizations working in Third Sector in Italy

o 488.000 workers

o 4.000.000 volunteers

o Its incomes are equal to 67 billions of EUR (= GNP 4,3% )

o Italian Third Sector owns functions oriented to production

(linked to social utility for users) and to provide social services

Conférence finale PROACT – IFAID – 30.09.2014

DIFFERENT STATUTES

o Associations of social promotion Law n. 383/2000

o Volunteership organization Law n. 266/1991

o Non governmental organization Law n. 49/1987

o Society of mutual help Law n. 3818/1886

o Church bodies Law n. 222/1985

Conférence finale PROACT – IFAID – 30.09.2014

TYPES OF COOPERATIVES - ITALY

o cooperatives of production and work,

o cooperatives of consumer,

o agricultural cooperatives,

o credit cooperatives,

o cooperatives of home construction,

o cooperatives of transport,

o editorial cooperatives,

o social cooperatives.

Conférence finale PROACT – IFAID – 30.09.2014

MAIN DIFFICULTIES/NEEDS OF THE SECTOR

o Needs and difficulties have changed over the years

o organizations involved in producting social services able to establish relationshipsbased on trust with both consumers and workers

o Main objective is to provide service quality but without opportunistic characteristic ofprofit organizations

o Third Sector has to cover both economic and social role, last one traditionallyassigned to the welfare (State)

o Wealth is also measured by non economic indicators (capacity to build relationships,to generate trust...)

o Perspectives of development for non profit organizations have also to considerfinancial context, in order to provide sustainability within continuity and strategy of itsactions.

o Modalities to access to credit and loans for third sector organizations are based onprofit criteria

Conférence finale PROACT – IFAID – 30.09.2014

CURRENT HELPS TO REINFORCE THE CAPACITY AND SUPPORT THE SECTOR

o Training

o Improvement of internal organization processes

o Offer of new products and services

o Processes of internal assessment by specific methods and tools,

very often subcontracted to external professionals and/or

organizations

o organization of social events (i.e. Festival of Fundraising,

organized by Philanthropy (University of Forlì)

Conférence finale PROACT – IFAID – 30.09.2014

PORTUGAL

o Claudia Pedra, BAIRROSo Mourad Ghanem, BAIRROSo Maria Carmona, CRESCER NA MAIOR

Conférence finale PROACT – IFAID – 30.09.2014

POLITICAL AND LEGAL CONTEXT

Some quantitative datao Charities with hundreds of

years connected to the Catholic Church

o NGO boom after the end of the dictatorship – beginning of the 1980s

o Dramatic increase of the Social Economy organizations in the last 10 years – from 25.000 to 50.000

o 1 million volunteerso Employs 5% of the active

populationo Its income is 4.5% of the GNP.

Organizations work on

o Implementation of social services in complement of State intervention –in health care, education and family support

o Creation of social value: research, training, culture, sports, entrepreneurship

o Lobby and advocacy: environmental protection, human rights activism, local e international development

Conférence finale PROACT – IFAID – 30.09.2014

TYPE OF ORGANIZATIONS

BY TYPE

o Associationso Foundationso Local development institutionso Charitieso Museumso Development NGOso Mutualiteso Cooperatives.

STATUTES

o NGO

o IPSS (private institution of Social Solidarity)

o Public Utility

Conférence finale PROACT – IFAID – 30.09.2014

MAIN DIFFICULTIES/NEEDS OF THE SECTOR

Quality of social response:

o Reactive and non proactive – do not work on the root causes

o Influence especially in the area of provision of social services

o Lack of concern with legitimacy

o Lack of social innovation and reduced national impact

o Difficulty in mobilising social actors and working in partnership and in networks

.

Organizational:

o Contradiction between principles/ values and management

o Week internal structures

o Centralised and non participative organizational models

o Amateur leadership

o Lack of strategic planning

o Lack of good managerial practices and systematic evaluation

o Week internal communication systems and absence of external communication

o Lack of transparency and accountability

o Lack of training and absence of personal development systems for staff

o Lack of long term sustainability

Conférence finale PROACT – IFAID – 30.09.2014

CURRENT HELPS TO REINFORCE THE CAPACITY AND SUPPORT THE SECTOR

Training

Funding for institutional

strengthening by several

foundations (ad hoc)

Social events

Several national award/grant

delivery systems

Social investment

Capacity Building Social consultancy

Conférence finale PROACT – IFAID – 30.09.2014

REPUBLIQUE TCHEQUE

o Jiri Kucera, SEDUKONo Lukas Dastlik, ELIO

Conférence finale PROACT – IFAID – 30.09.2014

POLITICAL AND LEGAL CONTEXT

o After communist era in 1990 was adopted a law about

association of citizens and also a law about foundations and

endowment funds. After five years a law about public service

companies.

o In 2014 after two years from adoption enter in to force a new

Civil Code. Legal forms of NGO´s are now clearly defined by this

law. We have 4 types of organizations in social economy sector.

Conférence finale PROACT – IFAID – 30.09.2014

THE DIFFERENT STATUTES

1. Association (SPOLEK)

2. Foundation (FUNDACE)

3. Civil service company (ÚSTAV)

4. Social cooperatives (SOCIÁLNÍ DRUŽSTVO)

Conférence finale PROACT – IFAID – 30.09.2014

NEEDS OF THE SECTOR

o less private money in social sector (70 % of financial

resources comes from public budgets)

o small knowledge of leadership and management in social

economy organizations

o especially in regions- absence of impact measurement

Conférence finale PROACT – IFAID – 30.09.2014

CAPACITY BUILDING

o new initiatives - sign of reliable organization - evaluation of

processes in NGO

o long-term educational programs

o new instruments for donors - on-line fundraising, etc.

o other capacity building instruments

o supports for start-up social enterprise

Conférence finale PROACT – IFAID – 30.09.2014

ANGLETERRE

o Graham Bould, OAKE ASSOCIATES

Conférence finale PROACT – IFAID – 30.09.2014

That it is empowering, economically sustainable, andcapable of providing a real alternative to the `mainstream'public and private sector economies. They argue that theempirical evidence offers only ambiguous support for theseclaims and that the full potential of the UK social economy isnot being realised.

(Amin A, Cameron A, Hudson R, 1999, "Welfare as work? The potential of

the UK social economy" Environment and Planning)

Conférence finale PROACT – IFAID – 30.09.2014

THE INFRASTRUCTURE OF THE SOCIAL ECONOMY IN THE UK

o cooperatives

o mutuals

o voluntary associations, and

o charitable foundations and trusts

The Social Economy can be defined as that part of theeconomy which is neither private nor public, but consists ofconstituted organizations, with voluntary members andboards of directors or management committees, undertakingactivities for local benefit. organizations may or may notallocate profit in the form of dividend. The social economyincludes four interrelated sectors

Conférence finale PROACT – IFAID – 30.09.2014

In the UK Social enterprises now have three-times the start-up rate of traditional businesses and account for 15% ofSMEs. The number of cooperatives has increased by morethan 25% since 2009, and collectively boasted a turnover of

£37bn in 2013.

Conférence finale PROACT – IFAID – 30.09.2014

The last decade has seen massive progress in the socialsector in the UK. Social Enterprises and co-operatives areoutperforming just-for-profit businesses; alternative bankshave better returns on assets, lower volatility and highergrowth; and a growing proportion of start-ups are socially-driven. The UK social investment market is growing fast andattracting global attention.

(Social Economy Alliance 2014)

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However in Wolverhampton the chosen city for the PROACTpilot has seen large reductions in public resources for thirdsector organizations who are struggling to maintain andgrow their services in traditional ways, many ‘grass root’groups are in need of professional help and developmentwhich has been the focus of the transfer of innovation aspart of this pilot programme. Come to our afternoonworkshop to find out more.

Conférence finale PROACT – IFAID – 30.09.2014

FRANCE

Stéphanie Maupilé, IFAID AQUITAINE

Conférence finale PROACT – IFAID – 30.09.2014

L'ESS EN FRANCE : QUELQUES POINTS DE REPÈRE

FONDATIONS1887 : institut pasteur

1969 : fondation de France1987 : loi sur le mécénat

MUTUELLES1820 : fort développement

1848 : 2 000 stés –1,6 millions de personnes

COOPERATIVES1848 : fort développement

1947 : cadre unique

ASSOCIATIONS1-07-1901 : loi de création

XX° : forte croissance

1971 : constitution

Gouvernance démocratiqueLucrativité limitée

Utilité sociale

Solidarité -Partage

Intérêt général

Conférence finale PROACT – IFAID – 30.09.2014

2014 : ouverture aux sociétés commercialeso Gouvernance démocratiqueo Utilité socialeo Bénéfices majoritairement investis dans le projet

1981 : L'expression ESS apparaît en droit français2000 : Création du 1er secrétariat d'état2012 : 1er Ministère ESS2014 : 1ère loi ESS

AUJOURD'HUI, l'ESS c'est :o 2,34 millions de salariés – 1, 8 millions ETPo 56 Milliards d'€ de rémunérations brutes versées

L'ESS EN FRANCE : QUELQUES POINTS DE REPÈRE

Conférence finale PROACT – IFAID – 30.09.2014

LES BESOINS DES STRUCTURES DE L’ESS EN FRANCE

Ils sont très différents d’une catégorie de structures à l’autre.

Par exemple, pour les mutuelles, il s’agit de faire face à la croissancedes assurances. Alors que pour les fondations, l’enjeu est plutôt des’adapter à la démultiplication des possibilités de donner offertes auxpublics, …

Ces besoins sont également différents d’un secteur d’activité à l’autreet en fonction de l’étape de développement de la structure elle-même.

Conférence finale PROACT – IFAID – 30.09.2014

Existence d’enjeux transversaux qui impactent chaque structured’une façon ou d’une autre :

• Diminution et resserrement de la subvention - Augmentation dela commande publique

• Dualisation des acteurs• Solvabilisation des modèles par l’usager au détriment de la

logique de solidarité• Inégalités territoriales

LES BESOINS DES STRUCTURES DE L’ESS EN FRANCE

Conférence finale PROACT – IFAID – 30.09.2014

SPORTTrésorerie

Mutualisation

INSERTIONDéveloppement d’activités

Gestion des ressources humaines

SPECTACLE VIVANTOutils de gestion

Modèle économique

PETIT ENFANCEDynamique associative

Organisation interne

Conférence finale PROACT – IFAID – 30.09.2014

LES BESOINS DES STRUCTURES DE L’ESS EN FRANCE

EMERGENCEProjet à définir

Utilité à faire connaîtreFonction support à penser

FR à constituerPartenaires à trouver

CONSOLIDATIONGouvernance à stabiliser

Outils de gestion à sécuriserÉquipe à coordonnerPartenaires à fidéliser

DEVELOPPEMENTChanger d'échelle :

RHÉconomique – Financier

Institutionnel

CRISEGérer l'urgence

Réduire la voilureProjet à re-penserou à abandonner

Conférence finale PROACT – IFAID – 30.09.2014

LES BESOINS DES STRUCTURES DE L’ESS EN FRANCE

LES OUTILS AU SERVICE DE L’ESS EN FRANCE

Réseaux Organismes de formation

Financesolidaire

Groupementemployeurs

Groupementachat

OPCA

Collectivités

DLA

CAE

Conférence finale PROACT – IFAID – 30.09.2014

Impact du projet PROACT sur les pratiquesTémoignages

ITALIE

Maria Jose Armendariz Zalba, MCG - MANAGER CONSULTING GROUP SOC. COOP.

IMPACT OF « PROACT » PROJECT

A) INTERNAL IMPACT:

o Opportunity to know a methodology and to adapt it according to characteristics of Italian national context

o Opportunity to compare PROACT methodology with current methodologies used in MCG

Conférence finale PROACT – IFAID – 30.09.2014

B) EXTERNAL IMPACT:

o Opportunity to transfer PROACT methodology, adapted tocharacteristics of Italian national context, within different non profitItalian organizations

o Opportunity to exchange, to discuss and to compare PROACTmethodology with trainees working in non profit Italian organizations

o Training in Italy has given the opportunity to exchange opinions,perspectives and to know better some professional fields of non profit

o Exchange and contact with trainees: during and after trainingundertaken by MCG

o One of organizations attending training in Italy intends to transfer DLAwithin its staff (the version adapted implemented in Italy).Consequently, a training course is being organized with material andcontents worked out in PROACT.

IMPACT OF « PROACT » PROJECT

Conférence finale PROACT – IFAID – 30.09.2014

PORTUGAL

o Claudia Pedra, BAIRROSo Mourad Ghanem, BAIRROSo Maria Carmona, CRESCER NA MAIOR

Conférence finale PROACT – IFAID – 30.09.2014

Conférence finale PROACT – IFAID – 30.09.2014

NEIGHBORHOOD OF IMPLEMENTATIONMouraria - Intendente

Conférence finale PROACT – IFAID – 30.09.2014

Conférence finale PROACT – IFAID – 30.09.2014

To train 10 0rganisationsGoal 1

To have a practical follow-up with the organizations

(Consulting and mentoring)Goal 2

To build a product and a Consortium ProACT Portugal

between the 5 partner organizations involvedGoal 3

IMPLEMENTATION

Conférence finale PROACT – IFAID – 30.09.2014

THE PROGRAM

» Training Modules (100h):

o 1) Organizational assessment and capacity building, o 2) Strategic planning, o 3) Financial management, o 4) Acounting implementation methodologies, o 5) Recruting and supporter services for members, and fundraisingo 6) Strategic and digital comunication, o 7) Customer Relationship Management for 3rd sector, o 8) Managing legal and tax issues in a 3rd sector organisation

. » Coaching (Consulting + Mentoring) (>30 days):

Conférence finale PROACT – IFAID – 30.09.2014

YEAR 3

Service

Sustainability

YEAR 2

2nd edition at a differentscale

More impacts

YEAR 1

Pilote

First impacts

IMPACT OF THE ProACT PORTUGAL

Conférence finale PROACT – IFAID – 30.09.2014

Raise of the awareness on the importance of capacityassessment and capacity building

IMPACT1

Increase of competence in several areas (exemple :financial management, legal and tax issues for 3rd sectororganisations, strategic comunication…)

IMPACT2

Some structural impacts expected on 3organisations

IMPACT3

The embryo of a portuguese ProACT consortium thatprovides ProACT as a service for the 3rd sectororganizations in Portugal Neighborhoods

IMPACT4

SOME OF THE IMPACTS

Conférence finale PROACT – IFAID – 30.09.2014

[email protected]

OBRIGADO!

REPUBLIQUE TCHEQUE

o Jiri Kucera, SEDUKONo Lukas Dastlik, ELIO

Conférence finale PROACT – IFAID – 30.09.2014

PROACT IN CZECH REPUBLIC

Conférence finale PROACT – IFAID – 30.09.2014

PILOT TRAINING / CONSULTING

o 2 day theoretical training

o 1 day case study, assessment

o 0,5 day consultancy with each organization

o 5 reports and 5 action plan

Conférence finale PROACT – IFAID – 30.09.2014

IMPACT OF THE PROACT PROJECT

o 5 organizations from different field of social economy got a push

and tools to work on their capacity

o 5 development / action plans for each organizations

o We found possible evaluator of processes in other organizations

o We think about involving local action groups to use methodology

to increase capacity of regional NGO´s

Conférence finale PROACT – IFAID – 30.09.2014

ANGLETERRE

o Bill Fryer, OAKE ASSOCIATES

Conférence finale PROACT – IFAID – 30.09.2014

Conférence finale PROACT – IFAID – 30.09.2014

o We respected the work of Ifaid as an organisation

o We were attracted to the development and testing of a

new approach to Capacity Building not available in the

UK

o We work with many community organisations who are

experiencing financial and operational difficulties and

require a fresh approach

o We believed that such a programme would be attractive

to both community organisations and also UK funders

and was therefore sustainable

MOTIVATION - WHY OAKE ASSOCIATES BECAME A PARTNER IN PROACT

Conférence finale PROACT – IFAID – 30.09.2014

o The positive response of individuals from community organisations toparticipate in the pilot programme evidenced by recruitment andevaluation

o Successfully securing resources from both local and national UKfunders to support the programme

o Proven testing via the pilot programm of a new product and approachwhich meets the needs of our organisation’s and adds real value in ourwork to support them

o A tool combining training , assessment and monitoring that istransferable to the Quality Assurance measurement of organisationsvaluable to evidence competence

o Further interest from other organisations to undertake Proact andindications from UK funders that the programme meets theirrequirements

o Increased confidence in our staff through the wider EU experiencegained together with new skills and materials to progress their work

IMPACT – WHAT WE CONSIDER HAS BEEN THE IMPACT OF DELIVERING PROACT IN THE UK

Conférence finale PROACT – IFAID – 30.09.2014

FRANCE

Stéphanie Maupilé, IFAID AQUITAINE

Conférence finale PROACT – IFAID – 30.09.2014

Améliorer nos contenus de formationEnrichir la pratique des formateursChercher des « solutions » ailleursPartager notre expérience

Diminution des fonds publicsPrivatisation des modèles économiquesExigence de professionnalisationDualisation du secteur associatif

90% de nos stagiaires dans l'ESS

Formation professionnelle

1 500 structures diagnostiquées10 000 emplois concernésDes besoins repérésUn transfert vers nos stagiaires

Animation du DLA GIRONDE depuis 2003

Appui aux initiatives de développement

MOTIVATIONS D’IFAID POUR LE PROJET

DES BESOINS

Conférence finale PROACT – IFAID – 30.09.2014

Une meilleure connaissance des pratiques d’appui en EuropeDes mobilités pour l'équipeUne formation de formateursUne formation enrichie pour nos stagiairesDes rencontres entre des acteurs locaux ESS et partenaires européens

Renforcement de la dynamique interneConsolidation de la transversalité de nos métiersRenforcement des liens avec nos partenaires locauxNouvelles formations en perspectiveNouveau projet européen : SPOTS

RÉSULTATS ET IMPACTS

Conférence finale PROACT – IFAID – 30.09.2014

M. Robert LaforeEnseignant chercheur, Sciences Po Bordeaux

M. Xabier ItçainaChargé de recherche CNRS,

Sciences Po Bordeaux

Conférence finale PROACT – IFAID – 30.09.2014