Newsletter Dialogos+ Eng


Published on


  • Be the first to comment

  • Be the first to like this

No Downloads
Total views
On SlideShare
From Embeds
Number of Embeds
Embeds 0
No embeds

No notes for slide

Newsletter Dialogos+ Eng

  1. 1. Funded by: EUROPEAN COMMISSION INE - OTOE Labour Institute OTOE DialogoS+ DialogoS+@ine.otoe Social Dialogue is considered a driv- The best practices identified can assist in “learning from ing force for economic and social each other” and facing the new challenges. In half of the reform, a key to better governance countries examined in the project, social dialogue has been of the new enlarged European Union indeed used as a driving force for economic and social and a vital element of the European reform in the banking sector, generating practical solutions Social Model. that helped in preserving the European Social Model. The European project DialogoS+ examines the best practices in social dialogue in the banking sector of nine member states of the European Union by develop- ing a comparative discussion and perspective which stimu- lates ideas, analysis and important conclusions based on the participative training by the project’s participant part- ners just before the eruption of the global financial crisis. This experience becomes even more important under the new conditions of the current financial and economic crisis which affects employment and industrial relations in the banking sectors of every economy and society. On behalf of INE OTOE, we would like to thank all partici- pant trade unions and their representatives for their active Evaluation of international experience on social and productive way in shaping the development of the Di- dialogue in respect with changes ensuing the new economy in the banking sector and transfer of best alogoS+ project that helps to identify social dialogue best practices to new member countries practices in the banking sectors at national level and high- light how they can help us in meeting the new challenges. The experience of social dialogue for regulating the trans- formation of banking sector restructuring in nine old and new EU member states indicates that, although sectoral Stavros Koukos industrial relations remain mainly national, social dialogue is President ΟΤΟΕ President ΙΝΕ-ΟΤΟΕ not only theory or part of a normative approach, but has provided noticeable ‘best practices’ in the banking sectors at the national level that evolved till the eruption of the global financial crisis. Labour Institute of OTOE
  2. 2. DialogoS+ Best Practices for the European Social Dialogue in The DialogoS+ project aims to promote the role of social The first group of “Best Practices” refers to three “old” dialogue in the banking sector, strengthen the link between member states namely Denmark, Spain, and Italy. Their old and new members and make European social dialogue common characteristic is the relatively strong role of col- a force for innovation and change. DialogoS+ builds on the lective bargaining in shaping effective social dialogue in the successful implementation of the previous project Dialo- banking sector. goS by using new tools such as roadmapping and simula- tion of social dialogue. It elaborates on the communication In Spain we consider as best practice the regulation of mechanisms of the European banking sector trade unions’ M&As implications through collective agreements that community in order to facilitate exchanging important ex- produced results embodied in the case of early retirement periences, creating and diffusing knowledge, as well as iden- law for bank employees made redundant in the banking tifying and transferring best practices. Given the context of sector restructuring process. the international crisis in the banking sector, the outcome of DialogoS+ aims to provide important added value on In Italy we consider as best practice the regulation of bank- investigating how the crisis may affect employment rela- ing restructuring implications through collective agree- tions and social dialogue dynamics and analyze what is and ments that were regulated through the innovative and col- should be the role of employees within this environment. lectively agreed and operated “income support fund”. In Denmark we consider as best practice the joint regula- tion of banks and insurance sectors and the strong influ- ence of the social dialogue in shaping the “flexicurity” solu- tions in the banking sector. The second group of national experiences refers to chal- lenges for social dialogue rather than to “Best Practices”, in the sense that the pre-existing pathway of developing social dialogue is challenged. These challenges emerged in the case of two “old” member states, namely Portugal and Greece, were their common theme is the emerging chal- lenge to the sectoral collective bargaining as a means for By analysing recent developments in ‘national’ banking sec- effective social dialogue. tor systems from a comparative perspective with regard to social dialogue practices we have drawn interesting con- clusions concerning the different degrees and the different stages of social dialogue in regulating banking sector em- ployment relations in nine EU member states. This analysis and comparison of different national systems in regulating employment and industrial relations in “na- tional” banking sectors was formed according to contri- butions made by DialogoS+ participant trade unions. For analytical purposes, they were classified in four different groups.
  3. 3. INE - OTOE Labour Institute OTOE the Banking Sector and New Challenges The third group of na- tional experiences re- fers to best practices of social dialogue that emerged in two “new” member states, namely For more information: Cyprus and Malta, were the influence of the na- tional unions acting in the banking sector en- hanced social dialogue as a means for regulating employment relations and more specifically in deal- ing with “new comers” in the sector (through Mergers & Acquisitions) by maintaining union membership and effective role for social dialogue. DialogoS+ INE - OTOE Labour Institute OTOE (Coordinator) Partners: OTOE (Hellenic Federation of Bank Employee Unions) FABI (Independent Federation of Italian Bank Workers) The fourth group of national experiences refers to challenges faced by de- Federacion de Servicios veloping national unions in two “new” member states, namely Bulgaria and de UGT (FeS-UGT) - Spain Romania, were their common theme refers to the challenge of building social dialogue capacity through increasing membership and establishing sectoral Sindicato Dos Bancarios do Centro Direccao - Portugal collective agreements. ETYK (Cyprus Union of Bank Employees) Malta Union of Bank Employees FSAB (TUFIB) - Romania Trade Union of the Bank Employees Aristoteles Lakkas Dr Christos Ioannou and Workers in UBB - Bulgaria Managing Director ΙΝΕ-ΟΤΟΕ Scientific Consultant DialogoS+ Finance Sector Union of Denmark Project Manager DialogoS+ Vocational Training Centre DIASTASI SEV (Hellenic Federations of Enterprises) Brunel University - United Kingdom
  4. 4. DialogoS+ Roadmapping in DialogoS+ The European project European projects DialogoS and Communicate. The classifi- DialogoS+ aims in stra- cation of the roadmapping thematic areas and their content tegically promoting the was finalised during the project’s final conference in Cyprus. European Social Dia- logue in the banking sec- Given the environment of the international financial crisis tor and transform it into and the challenged it generates for trade union organisa- a force of innovation tions, the application of roadmapping in DialogoS+ was and change. In order to a first class opportunity for investigating into the field and achieve this objective, it discussing on coordinated future actions. In an attempt to builds upon the knowl- critically evaluate this application, it should be emphasized edge from previous rel- that it constituted an effort of innovation and modernisa- evant projects and attempts to exploit new tools and ideas tion of traditional decision-making structures, an attempt to such as roadmapping. strengthen international collaboration and exploit the estab- lished scientific and practical roadmapping background. A roadmap is a collaborative strategic decision-making tool mainly used in technology, science and industry with the pur- pose of deliberating, modelling and disseminating strategic decisions. Its main concept includes a forecasting aspect and is based on analyzing the gaps between desired and expect- ed future situations with the purpose of proposing actions to bridge them, a process usually known as gap analysis. In parallel, the application of roadmapping in collaborative communities aims at reaching consensus over important decisions, shaping and deliberating policy as a mean of ex- ploiting and empowering social mechanisms, mutual learn- ing, exchanging experiences and practices and transforming Apart from the actual conclusions in important topics con- them into useful knowledge. A well known example on the cerning the European baking sector such as collective bar- use of the roadmapping concept is the Roadmap to Peace gaining, working conditions and trade union densities, other in the Region of Middle East. significant issues emerged during the project such as the strategic use of new interactive web technologies in sup- Under the scope of DialogoS+, roadmapping was imple- porting industrial actions, as well as the perspectives for con- mented through various stages and associated data collec- vergence in the European Social Dialogue. tion techniques which sourced from the different activities of the project. These data included the presentations on We would like to thank all projects partners for their fruitful the national state-of-the-art on social dialogue from proj- collaboration and INE OTOE in particular for the success- ect partners, the best practices report, the proceedings from ful coordination of the project. Additionally, we would like the international workshops and meetings, as well as the to thank ETYK for their memorable hospitality during the results from the transnational online questionnaire filled by project’s final conference in Cyprus. employees. Dr Lampros Stergioulas Panagiotis Panagiotopoulos Additionally, the relevant international literature on road- Αssociate Professor PhD Researcher mapping and on European Social Dialogue was examined Brunel University and taken into account, as well as the results of the previous London, United Kingdom © Labour Institute of OTOE 9 Vissarionos str., 106 72 Αthens, tel. +30 210 36 475 89 email:,,