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MIES
Mapping Social Innovation and Entrepreneurship

April 2013
Agenda

1 | Concepts
2 | IES model and ES+
3 | Results and ES+ Initiatives
4 | Promoters, Partners, Donors and Team




       Legal Advisory: This document is protected under the legal regime of intellectual property and is
       confidential, and that any use or disclosure thereof, is subject to the express permission of the authors.
1 | Concepts




Social Innovation and Entrepreneurship Concepts


“Social Entrepreneurship is the process of developing innovative and sustainable solutions
 to neglected problems of society. It translates into Social Innovation whenever it leads to
    more effective responses for the societal problems (relative to alternatives in place)
                    "Filipe Santos, INSEAD 2012 Journal of Business Ethics




                      Why and How to Map Social innovation?
2 | IES model and ES+




   Mapping Social Entrepreurship and Social Innovation
         Empowerment,                                                Knowledge,
         Investing and                                             Performance and
         Dissemination                                                   Scale
   • Training and Capacitation                                 • Data base of systematized                      • Social entrepreneurship is
                                                                solutions                                          often small scale, low
   • Community Engagement                                                                                          profile, and not self-
                                                               • Replicability
    ands empowerment                                                                                                        aware
    solutions
                                                               • Understand Failures and
   • Dissemination and                                          Risk to prepare new                              • Social entrepreneurship
    promotion of the initiatives                                solutions                                         emerges in diverse and
    solutions                                                                                                      unexpected contexts
                                                               • Evaluation and Impact
   • Investing Criterias and                                    Measurement
    Solutions
                                                                                                                • Social innovation emerges
                                                               • Building Partnerships and                          from high potential
                                                                Resources Networking                              social entrepreneurship
                                                                                                                            efforts

                                                                                                                • Social innovation needs to
                                                                                                                   be nurtured, codified
                                                                                                                     and disseminated
                                         Why*?


*Source: interviews to -700r referenced experts with relevant experience in the sector (from ES+ methodology)
2 | IES model and ES+




 ES + Chain Value and History
 Piloted, Presented and Internationally Recognized Methodology that identifies solutions and analyzes
 the potential of Social Innovation and Social Entrepreneurship (ES +): EMES (2009), EC (2009), ACRN
 SE Perspectives (2011).



                                                                                                   Maximizing
Needs and Social/                              Impact analysis at
                      Identification of                              Training at local           Outcomes and
 Environmental                                 local and regional
                       ES+ initiatives                              and regional level              Resource
   Challenges                                         level
                                                                                               Optimization Cross



                                 ES+ Methodology


                        Applied     regionally  in     Portugal
                        [Municipality of Cascais (2009), Vila
                        Real District (2010), Municipality of
                        Porto (2011), Escolhas Program (2011),
                        Portuguese Red Cross (2012), North,
                        Centre and Alentejo Regions (since
                        2012)] and Maputo District (since 2012)
                        in Mozambique.




                                                                                                                    5
2 | IES model and ES+




   ES + Process

Phase I: In loco Interviews          Research
to the Privileged Observers (PO)
(referenced experts with
relevant experience in the sector)
                                     PO interviews

                                                                                      Social Initiatives

Phase II: Screening Calls to the     Screening Calls
Referenced initiatives


                                     Initiatives Survey
Phase III: Deep Survey to the
Selected initiatives and
Internal Analysis                    Treatment of the data
                                     and internal analysis

                                                                             ES+ Initiatives
                                     Academic Council
                                     Evaluation
Phase IV: Presentation to a
Academic Council and
                                     ES +
Final Selection
of the ES+ Initiatives
                                     Dissimination

                                                                         Social Innovation
                                                                            Initiatives
Phase V: Research, Training                               Maximization
Tutoring ES+ Initiatives                                                                                   6
2 | IES model and ES+




ES+ Criteria
In constant calibration between academic knowledge and the local concepts and insight's

         Mission Social and/or Environmental: The mission of the initiative or project reveals the purpose of its
   M
         existence and purpose of its action. This means create social change and improvements that cannot be reduced
         solely to creating private benefits


         Social and/or Environmental Impact: The root causes of the problems are attacked, not just its symptoms,
    I
         through actions that have the potential to stimulate global improvements, regardless of the specific area of action

         Empowerment and Local Inclusion: The initiative involves various stakeholders in the value chain: i) funders,
         implementers and beneficiaries and stakeholders from various sectors (public, private, civil society); ii) The
         initiative was co-created, generating empowerment and inclusion with local beneficiaries; Iii) The initiative enables
 E/LI    to generate local assets and/or capabilities; Iv) As distinguished as a potentiator of local culture what are the
         habits and customs of the place differentiating on the initiative; and v) Demonstration project and generator tools
         inclusive.

         Inovation, Inspiration and Sustainability: It is possible to distinguish five types of innovation and three
         additional criteria: i) introduction of new products or improved existing products; ii) new production methods; iii)
I/I/S
         opening new markets; iv) using new sources of raw materials; v) emergence of new forms of organization of an
         industry; vi) can optimize and/or better share resources; vii) The initiative is multidisciplinary, and responds to
         various areas and segments; and viii) The initiative is generating motivation, enthusiasm and inspiration capable
         of generating empowering communication sector;

         Replicability/Scalability: Scalability is related to the potential for organizational growth. Replicability is
 R/S     related to the ability of doubling the initiative in another location or social context and includes also several
         dimensions: the transfer of practices and methodology to the "cloning" of the culture of an organization.
2 | Projecto de Mapeamento de Inovação e Empreendedorismo Social (MIES)

                                                                                                                    3 | Results and ES+ Initiatives




       MIES Timeline and Expected Results
            Legend
                                    2012                                        2013                                               2014
           Started
           To Start                4º trim          1º trim           2º trim          3º trim      4º trim         1º trim       2º trim        3º trim

         PRE-                             Database/Interactive Map Design
    IMPLEMENTATION
                                               Competitiveness Tool Design


                                      ES+ Mapping

                                      Phase I: In loco Interviews     to the Privileged Observers (1596)

                                             Phase II: Screening Calls to the Referenced initiatives (3724)

                                                                     Phase III: Deep Survey to the Selected initiatives (803)
    IMPLEMENTATION
                                                                                   Phase IV: Presentation to a Academic Council and Final Selection (~400)

                                                                                        Inititative Competitiveness Performance Analysis Tool Applied

                                                                                        Data Base and Interactive Map Implementation

                                            Video production of the institutional initiatives (~160)


         POST-                                                                                                        Inititative Competitiveness Report
    IMPLEMENTATION                                                                                                    Compilation and production of book




                                Legenda
                                                                                                                                                             8
3 | Results and ES+ Initiatives




   Examples of Social Entrepreneurship in Portugal
   32 ES+ initiatives with a positive match on the Criteria's (North Region)




                                                      Rios Project

                                         A voluntary social participation for the
                                          conservation of fluvial spaces. More
                                         than ~7500 active persons take care
                                         of 150 Km of rivers in 85 municipals
             ColorADD                                 in Portugal.
"One of the 40 ideas that will change                                                            Aconchego
      the world" to facilitate color
                                                                                       “Social Innovation Europe – TOP
  identification for color blindeness,
                                                                                          10 SI European Projects” to
  while contributing determinately to
                                                                                        promote the accommodation of
 their Social integration and Welfare,
                                                                                           higher education students
     turning Communication more
                                                                                          during an academic year, in
 Efficient, Responsible and Inclusive.
                                                                                           homes of senior residents.
2 | Projecto de Mapeamento de Inovação e Empreendedorismo Social (MIES)

                                                                                       4 | Promoters, Partners, Donors and Team




       MIES Promoters, Donors and Partners
       Gathering academic, social, public and private organizations



                                                                          Government        Academic              International
        Promoters                             Donors
                                                                            Partner          Partner                Partners




                                                                                                                                  10
4 | Promoters, Partners, Donors and Team




IES’s Development areas
IES – Instituto de Empreendedorismo Social is a Knowledge and Research Centre
for Social Entrepreneurship
                                                                                                    4. FELLOWSHIP
                                                                                                    TRANING AND
                                                                                                    IMPACT
                                                                                                    MAXIMIZATION

                                                                      3. EDUCATION             Generating and
                                                                      PROGRAMS            Leveraging a Lusophone
                                                                      POWERED BY
                                                                      INSEAD              network of initiatives for
                                                                                            social innovation and
                                                                                            entrepreneurship so
                                                              Training programs of         they can increase their
                                            2. R & D and    excellence powered by           efficiency, maximize
                                            TRAINING             INSEAD and in               their potential and
                                            CONTENTS AND     partnership with other       respective impact, using
                                            TOOLS
                                                                  national and             ES + network, the IES
            1. IDENTIFICATION                                     international           associates and partners.
            SOCIAL               Knowledge production        universities reference,
            INNOVATION AND
                                  and development of        with the goal of training
            SOCIAL
            ENTREPRENERSHIP      management tools for          current and future
                                  social entrepreneurs        social entrepreneurs
    Methodology ES + is          through a partnership          and investors in
       internationally          with INSEAD integrating            Lusophone
  recognized in initiatives     best practices identified
   identification of Social        in the field through
       Innovation and                research action
   Entrepreneurship with
    high impact potential




                                                                                                                                11
4 | Promoters, Partners, Donors and Team




  IES Team
             Academic and Strategic Council President                                      Executive Director

             FILIPE SANTOS                                                                 MIGUELALVES MARTINS
             filipe.santos@insead.edu                                                      miguel@ies.org.pt
             +33 1 60 72 40 00                                                             +351 91 961 68 82

Associate Professor of Entrepreneurship at INSEAD, where he also          STUDIES
plays the positions of Director of the Center for Entrepreneurship        • Master in Social Economy ISCTE (2009)
(www.insead.edu/ice) and Academic Director for the area of ​Social        • Professional certificate in nonprofit management from the Kellogg
Entrepreneurship (www.insead.edu/se ).                                      School of Management (2008)
                                                                          • Masters Degree in Social Administration from the University Lusiada
At INSEAD, Professor Filipe Santos heads the executive education            (2005)
program in social entrepreneurship (ISEP) and teaches courses in          • Management Acceleration Program (MAP) - INSEAD (2007)
entrepreneurship and social entrepreneurship to MBA students,             • INSEAD Social Enterpreunership Program - INSEAD (2006)
Executive MBA and Executive. Received the Best Teacher Award EMBA
in 2008 (and a finalist in 2009 and 2010) and the mention of Deans of     CURRENT OCCUPATION
excellence in 2010 for his teaching in the MBA program.                   • Executive director of IES (since 2009)
                                                                          • Assistant Guest Nova SBE da UNL (desde 2010)
Degree in Economics from FEUNL and Ph.D. in Entrepreneurship from         • Assistant Guest U. Lusófona e U. Autónoma (desde 2011)
Stanford University, has published in top international journals (AMR,
AMJ, Organization Science) his research on how entrepreneurs create
new businesses and open new markets.                                      EXPERIENCE
                                                                          • Board Member of ES-Leader (since 2011)
Entrepreneur before starting his academic career, Filipe Santos's         • Chairman of the Supervisory Board of the Social Stock Exchange
mentor teams also advises social entrepreneurs and investors about          (2009-2011)
investments in new businesses. It is a regular guest speaker at various   • Co-founder and CEO of Beyond (2005-2008)
events and seminars, national and international.                          • Consultant start-up in Portugal Telecom Multimedia (2003)
                                                                          • Co-founder of TESE (2002)
4 | Promoters, Partners, Donors and Team




       MIES Team
               Identification Area Coordinator and                                         MIES and Identification Manager
               Mozambique COO
               NUNO FRAZÃO                                                                 MAFALDA SARMENTO
               nuno@ies.org.pt                                                             mafalda @ies.org.pt
               +351 91 745 74 74                                                           + 351 91 628 46 55
STUDIES                                                                     STUDIES
•Master in Development, ISCTE (2012)                                        • Degree in Industrial Design, ESADE (2000--‐2004)
•Master in Environmental Engineering, NOVA (2011)
•Lic. in Environmental Engineering, NOVA (1997-2001)                        • Postgraduate studies in Development, ISCTE (2010)
•INSEAD Social Entrepreneurship Program, IES / INSEAD (2011)                • INSEAD Social Entrepreneurship Program, IES/ INSEAD (2011)
•Project Cycle Management and Evaluation, Euronext Consulting (2004-2005)
•Project Finance, ADP Group (2006)
                                                                            CURRENT OCCUPATION
CURRENT OCCUPATION                                                          •   MIES Identifying Manager and ES+ Mozambique Manager
•IES Identifying Area Coordinator and IES Mozambique COO (since 2012)           (since 2012)
•Founder and CEO of Positive Benefits (since 2009)
•Founder and Director of SUN AID (since 2009)                               •   Founder and R&D Director of Positive Benefits (since 2009)
•Assistant Guest Faculty of the Catholic University of Porto (since 2011)
EXPERIENCE                                                                  EXPERIENCE
•Founder and President of TESE (2002-2008)                                  • Project Manager of ISU, EQUAL EC Project (2009-‐2010)
•Advisor off the Dean and Cooperation & Development Department Director     • Communication and Project Manager at TESE (2007-2009)
of the Universidade Nova de Lisboa - UNL (2005-2006)
•Advisor to the Board of the Science and Technology Faculty of UNL (2001-   • Inimaginável Designer Consultant (2005--‐2007)
2002)
•Consultant of the ADP Group, FCT-NOVA and Portuguese NGOs and
Universities (since 2001)

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Presentation of MIES, TelePresence on Measuring and Mapping Social Innovation

  • 1. MIES Mapping Social Innovation and Entrepreneurship April 2013
  • 2. Agenda 1 | Concepts 2 | IES model and ES+ 3 | Results and ES+ Initiatives 4 | Promoters, Partners, Donors and Team Legal Advisory: This document is protected under the legal regime of intellectual property and is confidential, and that any use or disclosure thereof, is subject to the express permission of the authors.
  • 3. 1 | Concepts Social Innovation and Entrepreneurship Concepts “Social Entrepreneurship is the process of developing innovative and sustainable solutions to neglected problems of society. It translates into Social Innovation whenever it leads to more effective responses for the societal problems (relative to alternatives in place) "Filipe Santos, INSEAD 2012 Journal of Business Ethics Why and How to Map Social innovation?
  • 4. 2 | IES model and ES+ Mapping Social Entrepreurship and Social Innovation Empowerment, Knowledge, Investing and Performance and Dissemination Scale • Training and Capacitation • Data base of systematized • Social entrepreneurship is solutions often small scale, low • Community Engagement profile, and not self- • Replicability ands empowerment aware solutions • Understand Failures and • Dissemination and Risk to prepare new • Social entrepreneurship promotion of the initiatives solutions emerges in diverse and solutions unexpected contexts • Evaluation and Impact • Investing Criterias and Measurement Solutions • Social innovation emerges • Building Partnerships and from high potential Resources Networking social entrepreneurship efforts • Social innovation needs to be nurtured, codified and disseminated Why*? *Source: interviews to -700r referenced experts with relevant experience in the sector (from ES+ methodology)
  • 5. 2 | IES model and ES+ ES + Chain Value and History Piloted, Presented and Internationally Recognized Methodology that identifies solutions and analyzes the potential of Social Innovation and Social Entrepreneurship (ES +): EMES (2009), EC (2009), ACRN SE Perspectives (2011). Maximizing Needs and Social/ Impact analysis at Identification of Training at local Outcomes and Environmental local and regional ES+ initiatives and regional level Resource Challenges level Optimization Cross ES+ Methodology Applied regionally in Portugal [Municipality of Cascais (2009), Vila Real District (2010), Municipality of Porto (2011), Escolhas Program (2011), Portuguese Red Cross (2012), North, Centre and Alentejo Regions (since 2012)] and Maputo District (since 2012) in Mozambique. 5
  • 6. 2 | IES model and ES+ ES + Process Phase I: In loco Interviews Research to the Privileged Observers (PO) (referenced experts with relevant experience in the sector) PO interviews Social Initiatives Phase II: Screening Calls to the Screening Calls Referenced initiatives Initiatives Survey Phase III: Deep Survey to the Selected initiatives and Internal Analysis Treatment of the data and internal analysis ES+ Initiatives Academic Council Evaluation Phase IV: Presentation to a Academic Council and ES + Final Selection of the ES+ Initiatives Dissimination Social Innovation Initiatives Phase V: Research, Training Maximization Tutoring ES+ Initiatives 6
  • 7. 2 | IES model and ES+ ES+ Criteria In constant calibration between academic knowledge and the local concepts and insight's Mission Social and/or Environmental: The mission of the initiative or project reveals the purpose of its M existence and purpose of its action. This means create social change and improvements that cannot be reduced solely to creating private benefits Social and/or Environmental Impact: The root causes of the problems are attacked, not just its symptoms, I through actions that have the potential to stimulate global improvements, regardless of the specific area of action Empowerment and Local Inclusion: The initiative involves various stakeholders in the value chain: i) funders, implementers and beneficiaries and stakeholders from various sectors (public, private, civil society); ii) The initiative was co-created, generating empowerment and inclusion with local beneficiaries; Iii) The initiative enables E/LI to generate local assets and/or capabilities; Iv) As distinguished as a potentiator of local culture what are the habits and customs of the place differentiating on the initiative; and v) Demonstration project and generator tools inclusive. Inovation, Inspiration and Sustainability: It is possible to distinguish five types of innovation and three additional criteria: i) introduction of new products or improved existing products; ii) new production methods; iii) I/I/S opening new markets; iv) using new sources of raw materials; v) emergence of new forms of organization of an industry; vi) can optimize and/or better share resources; vii) The initiative is multidisciplinary, and responds to various areas and segments; and viii) The initiative is generating motivation, enthusiasm and inspiration capable of generating empowering communication sector; Replicability/Scalability: Scalability is related to the potential for organizational growth. Replicability is R/S related to the ability of doubling the initiative in another location or social context and includes also several dimensions: the transfer of practices and methodology to the "cloning" of the culture of an organization.
  • 8. 2 | Projecto de Mapeamento de Inovação e Empreendedorismo Social (MIES) 3 | Results and ES+ Initiatives MIES Timeline and Expected Results Legend 2012 2013 2014 Started To Start 4º trim 1º trim 2º trim 3º trim 4º trim 1º trim 2º trim 3º trim PRE- Database/Interactive Map Design IMPLEMENTATION Competitiveness Tool Design ES+ Mapping Phase I: In loco Interviews to the Privileged Observers (1596) Phase II: Screening Calls to the Referenced initiatives (3724) Phase III: Deep Survey to the Selected initiatives (803) IMPLEMENTATION Phase IV: Presentation to a Academic Council and Final Selection (~400) Inititative Competitiveness Performance Analysis Tool Applied Data Base and Interactive Map Implementation Video production of the institutional initiatives (~160) POST- Inititative Competitiveness Report IMPLEMENTATION Compilation and production of book Legenda 8
  • 9. 3 | Results and ES+ Initiatives Examples of Social Entrepreneurship in Portugal 32 ES+ initiatives with a positive match on the Criteria's (North Region) Rios Project A voluntary social participation for the conservation of fluvial spaces. More than ~7500 active persons take care of 150 Km of rivers in 85 municipals ColorADD in Portugal. "One of the 40 ideas that will change Aconchego the world" to facilitate color “Social Innovation Europe – TOP identification for color blindeness, 10 SI European Projects” to while contributing determinately to promote the accommodation of their Social integration and Welfare, higher education students turning Communication more during an academic year, in Efficient, Responsible and Inclusive. homes of senior residents.
  • 10. 2 | Projecto de Mapeamento de Inovação e Empreendedorismo Social (MIES) 4 | Promoters, Partners, Donors and Team MIES Promoters, Donors and Partners Gathering academic, social, public and private organizations Government Academic International Promoters Donors Partner Partner Partners 10
  • 11. 4 | Promoters, Partners, Donors and Team IES’s Development areas IES – Instituto de Empreendedorismo Social is a Knowledge and Research Centre for Social Entrepreneurship 4. FELLOWSHIP TRANING AND IMPACT MAXIMIZATION 3. EDUCATION Generating and PROGRAMS Leveraging a Lusophone POWERED BY INSEAD network of initiatives for social innovation and entrepreneurship so Training programs of they can increase their 2. R & D and excellence powered by efficiency, maximize TRAINING INSEAD and in their potential and CONTENTS AND partnership with other respective impact, using TOOLS national and ES + network, the IES 1. IDENTIFICATION international associates and partners. SOCIAL Knowledge production universities reference, INNOVATION AND and development of with the goal of training SOCIAL ENTREPRENERSHIP management tools for current and future social entrepreneurs social entrepreneurs Methodology ES + is through a partnership and investors in internationally with INSEAD integrating Lusophone recognized in initiatives best practices identified identification of Social in the field through Innovation and research action Entrepreneurship with high impact potential 11
  • 12. 4 | Promoters, Partners, Donors and Team IES Team Academic and Strategic Council President Executive Director FILIPE SANTOS MIGUELALVES MARTINS filipe.santos@insead.edu miguel@ies.org.pt +33 1 60 72 40 00 +351 91 961 68 82 Associate Professor of Entrepreneurship at INSEAD, where he also STUDIES plays the positions of Director of the Center for Entrepreneurship • Master in Social Economy ISCTE (2009) (www.insead.edu/ice) and Academic Director for the area of ​Social • Professional certificate in nonprofit management from the Kellogg Entrepreneurship (www.insead.edu/se ). School of Management (2008) • Masters Degree in Social Administration from the University Lusiada At INSEAD, Professor Filipe Santos heads the executive education (2005) program in social entrepreneurship (ISEP) and teaches courses in • Management Acceleration Program (MAP) - INSEAD (2007) entrepreneurship and social entrepreneurship to MBA students, • INSEAD Social Enterpreunership Program - INSEAD (2006) Executive MBA and Executive. Received the Best Teacher Award EMBA in 2008 (and a finalist in 2009 and 2010) and the mention of Deans of CURRENT OCCUPATION excellence in 2010 for his teaching in the MBA program. • Executive director of IES (since 2009) • Assistant Guest Nova SBE da UNL (desde 2010) Degree in Economics from FEUNL and Ph.D. in Entrepreneurship from • Assistant Guest U. Lusófona e U. Autónoma (desde 2011) Stanford University, has published in top international journals (AMR, AMJ, Organization Science) his research on how entrepreneurs create new businesses and open new markets. EXPERIENCE • Board Member of ES-Leader (since 2011) Entrepreneur before starting his academic career, Filipe Santos's • Chairman of the Supervisory Board of the Social Stock Exchange mentor teams also advises social entrepreneurs and investors about (2009-2011) investments in new businesses. It is a regular guest speaker at various • Co-founder and CEO of Beyond (2005-2008) events and seminars, national and international. • Consultant start-up in Portugal Telecom Multimedia (2003) • Co-founder of TESE (2002)
  • 13. 4 | Promoters, Partners, Donors and Team MIES Team Identification Area Coordinator and MIES and Identification Manager Mozambique COO NUNO FRAZÃO MAFALDA SARMENTO nuno@ies.org.pt mafalda @ies.org.pt +351 91 745 74 74 + 351 91 628 46 55 STUDIES STUDIES •Master in Development, ISCTE (2012) • Degree in Industrial Design, ESADE (2000--‐2004) •Master in Environmental Engineering, NOVA (2011) •Lic. in Environmental Engineering, NOVA (1997-2001) • Postgraduate studies in Development, ISCTE (2010) •INSEAD Social Entrepreneurship Program, IES / INSEAD (2011) • INSEAD Social Entrepreneurship Program, IES/ INSEAD (2011) •Project Cycle Management and Evaluation, Euronext Consulting (2004-2005) •Project Finance, ADP Group (2006) CURRENT OCCUPATION CURRENT OCCUPATION • MIES Identifying Manager and ES+ Mozambique Manager •IES Identifying Area Coordinator and IES Mozambique COO (since 2012) (since 2012) •Founder and CEO of Positive Benefits (since 2009) •Founder and Director of SUN AID (since 2009) • Founder and R&D Director of Positive Benefits (since 2009) •Assistant Guest Faculty of the Catholic University of Porto (since 2011) EXPERIENCE EXPERIENCE •Founder and President of TESE (2002-2008) • Project Manager of ISU, EQUAL EC Project (2009-‐2010) •Advisor off the Dean and Cooperation & Development Department Director • Communication and Project Manager at TESE (2007-2009) of the Universidade Nova de Lisboa - UNL (2005-2006) •Advisor to the Board of the Science and Technology Faculty of UNL (2001- • Inimaginável Designer Consultant (2005--‐2007) 2002) •Consultant of the ADP Group, FCT-NOVA and Portuguese NGOs and Universities (since 2001)