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Paul tolley wcava merger

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  • 1. Working for a stronger Voluntary and Community sector inRegistered Office: 19 & 20 North Street, Rugby, Warwickshire CV21 2AGTel: 01788 574258 www.wcava.org.ukA Charitable Company by Guarantee.Registered in England and Wales. Number 06531268.Registered Charity Number 1123402Warwickshire CAVA‘Our Merger (and collaboration)’Paul Tolley – Chief Executive
  • 2. Working for a stronger Voluntary and Community sector in1. NorthWarwickshire4. WarwickDistrict5. StratfordUpon Avon3. Rugby2. Nuneaton &Bedworth
  • 3. Working for a stronger Voluntary and Community sector inA very brief explanation of what sort of organisations ourcollaboration or merger involvedOriginally a process started by the 5 CVS organisations inWarwickshire.Shire County with 5 Districts = 5 CVS and 5 VC’s3 Independent and 2 Integrated VC’sDiscussions going back well in excess of 6 years (pre 2002)
  • 4. Working for a stronger Voluntary and Community sector inSome reflections on how our collaboration or merger helped ourorganisation to improve its sustainability and to deliver our mission.• Ability to cope with and succeed in Tendering for coreservices• LSC & PCT immediately found it easier to engage with us• Ability to eradicate duplication of resources*• Ability to reduce the proportion of admin/back office supportcompared with active support to member organisations &groups• Ability to develop back office expertise to benefit ourmembers – HR & Community Accountancy especially
  • 5. Working for a stronger Voluntary and Community sector inSome reflections on how our collaboration or merger helped ourorganisation to improve its sustainability and to deliver our mission.• First NAVCA member to achieve the NAVCA Quality Awardwhilst operating from multiple bases.• Developed new entities as a result including multi awardwinning community recycling company and establishingHealthwatch Warwickshire Ltd.• Achieved Employer of Choice Awards by building upon thecollective expertise within the merged organisation.
  • 6. Working for a stronger Voluntary and Community sector inWhy the organisations decided that this form of collaboration was theright one for them• Not all of them did! – requires a ‘leap of faith’• Exact carbon copies in ethos and governance• To effectively compete in a Tendering situation against others• Ability and commitment to retain local offices• Explored other models – separation versus inclusion of VC’swas a contentious issue when starting with a mix of integratedand independent VC’s
  • 7. Working for a stronger Voluntary and Community sector inWhat were the drivers or concerns that prompted the organisations tochange from the status quo?• Postcode lottery within one County – developed organically• Likelihood of tendering of core services• Reflecting upon how much Change-Up funding had enabledany real strategic change in VC and CVS provision• Availability of Capacitybuilders Funding• Changes & imminent changes in Chief Officer post-holders –opportune timing• Financial predictions for at least 2 CVS org’s =
  • 8. Working for a stronger Voluntary and Community sector inWhat other particular tips or insights wouldhelp members?• Funding is not necessarily a barrier – if reserves are sufficient• Look to establish models that build equally upon best practice• Establish a ‘Shadow Board’ process• Engage funders, staff, trustees, volunteers, supporters earlyand keep them updated• Do not underestimate the need and energy/resourcesrequired to continually communicate internally as well asexternally
  • 9. Working for a stronger Voluntary and Community sector inWhat other particular tips or insights wouldhelp members?• Merger by evolution rather than revolution is easier• It is not always about what you can prove – sometimes it iswhat you believe!• If it is not already too late – do it because you want to notbecause you have to• Stop and think about how entrenched some of theterritorialism might be between organisations looking to mergeat Staff and Board levels – address it early
  • 10. Working for a stronger Voluntary and Community sector inFurther Resources• Warwickshire CAVA Merger Case Study (08.03.10)The Warwickshire CAVA case study (below) fromCapacitybuilders Improving Support, describes themerger of four CVS and two Volunteer Centres to createWarwickshire CAVA.www.wcava.org.uk/additonal-reports
  • 11. Working for a stronger Voluntary and Community sector inRegistered Office: 19 & 20 North Street, Rugby, Warwickshire CV21 2AGTel: 01788 574258 www.wcava.org.ukA Charitable Company by Guarantee.Registered in England and Wales. Number 06531268.Registered Charity Number 1123402Warwickshire CAVA‘Our Merger’