The document provides a curriculum vitae for Tracey K. Robertson, outlining her extensive experience and qualifications. Robertson has over 10 years experience in social innovation in both practical and academic settings. She holds a Master's degree in Social Work and a graduate diploma in Social Innovation. Robertson has 12+ years experience as a university instructor teaching topics like social entrepreneurship. She has led several large-scale community projects and initiatives.

1. September 2015
Tracey K. Robertson
159 Dalecroft Place
Waterloo, On N2T 2T1
519-886-9238
TraceyRobertson17@gmail.com
CURRICULUM VITAE
HIGHLIGHTS OF ACHIEVEMENTS:
10 years of experience fueling social innovation in both the practical and academic areas. I have
expertise in both theoretical and real world situations to facilitate system-wide change.
I hold a Master of Social Work Degree from Wilfrid Laurier University and a Graduate Diploma in Social
Innovation from the Waterloo Institute for Social Innovation and Resilience, University of Waterloo.
12 years of experience as a university instructor within the Faculty of Social Work at Wilfrid Laurier
University and at other academic institutions. I teach community interventions and social
entrepreneurship to future Social and Community Workers. In partnership with MaRS Solution Lab at
the MaRS Discovery District, I have incorporated design thinking and change lab methodologies within
the course with a special focus on youth unemployment.
Engineered a grassroots community change initiative in partnership with Banny Banerjee, Senior
Research Engineer of the Hasso Plattner Institute of Design, Stanford University and the Waterloo
Institute for Social Innovation and Resilience, University of Waterloo. This resulted in new methods for
experimentation, prototyping new ideas, and convening spaces for community action, using a laboratory
model.
23 years of experience in philanthropy with regional, provincial and national granting foundations.
Extensive experience designing and implementing outcome-based community investment strategies.
Responsible for grant administration management of over $5 million annually and detailed financial and
organizational analysis and evaluation processes for Canada’s largest public Granting Foundation.
Led and designed a large scale system change project with five large children and mental health
community organizations, two school boards and five marginalized communities. This resulted in the
first community integrated children’s service system in Guelph and Wellington County.
ACADEMIC APPOINTMENTS
2014-present Part-time faculty, Renison University College, Social Development Studies Program,
University of Waterloo
• Designed the undergraduate curriculum and currently teach the Community
Interventions course with a specific focus on child poverty, youth homelessness and
marginalized and racialized communities.

2. 2012-present Part-time faculty, Master of Social Work, Social Entrepreneurship, Wilfrid
Laurier University
• Designed joint curriculum with Wilfrid Laurier’s School of Business and Economics
Entrepreneurship Launch Pad program for Social Entrepreneurship and Social
Innovation.
• Utilized and adapted the Business Canvas Model to reflect the social and ecological
frameworks that are more relevant to the social service system.
• In 2015, I redesigned the social entrepreneurship course in partnership with MARS
Solution Lab in Toronto, a public and social innovation lab that tackles complex
societal challenges that requires system change. Co-designed a design lab for 10
students on a deeper dive into youth unemployment in order to better address
social and environmental problems affecting poor and vulnerable youth
populations.
• This curriculum design was recommended to the Dean of the Faculty of Education at
Wilfrid Laurier University and a design lab for social change and social innovation
was adapted and pitched for the first time to future educators for 2015-2016
academic year.
2010 Part-time instructor, Honours B.A. Leadership Program, Youth Community Leadership,
Brantford Campus, Wilfrid Laurier University
• The social change model of leadership for students and academia was used from
Central Michigan University
2005-present Part-time instructor, Master of Social Work, Community Interventions, Social
Policy and Marginalized Neighbourhood Development, Wilfrid Laurier University
2005 Course developer and instructor, Certificate in Human Services Organizational
Development, Leadership and System Change, Wilfrid Laurier University
1995-1998 Practicum Supervisor, Master of Social Work, Wilfrid Laurier University and University of
Toronto
1990-1992 Instructor “Stay in School Program for at-risk youth” Waterloo Region School Board
ACADEMIC ADVISOR/MENTORING
2015 Core Team Advisor, Social Innovation and Entrepreneurship Recode Project Advisory
Team, Faculty of Arts, Wilfrid Laurier University.
2013-present Advisory Committee Member-Business and Health and Social Services,
Conestoga College Institute of Technology and Advanced Learning.
2012 Advisor, Waterloo Community Social Innovation Hub student project, Hasso Plattner
Institute of Design, Stanford University.

3. 2011 Community Faculty Advisor, Waterloo Institute for Social Innovation and Resilience
(WISIR), Faculty of Environment, University of Waterloo.
• Co-led a series of cross -disciplinary sessions on introducing design methodologies
for greater systemic change and deeper social impact.
2011 Advisor, Master of Business Administration student team, Business Administration,
Wilfrid Laurier University.
• Teen pregnancy and design thinking, which resulted in a design thinking
methodology for engaging youth in solving problems.
2006- 2008 Curriculum Committee, Master of Social Work Program, Social Work Department,
Wilfrid Laurier University.
2005-2007 Committee Member, Institute for Community Service Learning, Wilfrid Laurier
University.
ADDITIONAL PROFESSIONAL EXPERIENCE
2014-Present Ontario Trillium Foundation (Canada’s Largest Public Funder for the voluntary
Sector), Strategic Lead for Prosperous
• Led the implementation of internal and external knowledge development and
knowledge sharing initiatives around child and family poverty, youth homelessness,
unemployment and entrepreneurship.
• Refined theory of change and strategy to enhance economic well-being for citizens
of Ontario.
• Content expert responsible for advancing the knowledge in the sector and building
relationships across the province that will support the delivery of the Foundation's
strategic goals.
• Works collaboratively with colleagues from across the Foundation to develop and
deliver initiatives to share and apply results and knowledge arising from research in
related subject matter areas.
• Participant in designing impact assessment survey tools for assessing impact in
prosperous action area strategy.
2012- 2014 Ontario Trillium Foundation, Strategy lead for Innovation
• Recognized knowledge expert on social innovation and social enterprise for the
Foundation. Delivered ten presentations and three consultations throughout the
province on how we invest in innovation.
• Developed action areas and priorities for the new investment strategy for the
Foundation based on the Canadian Index of Well-being, University of Waterloo. (A
national index for measuring community well-being).
• Designed strategies and mechanisms and a framework that supported innovative
investment practices. This resulted in an Innovation Spectrum that identified the
conditions from which innovation can occur.

4. • Engineered a broad scale staff, volunteer and board consultation on the innovation
and social enterprise agenda for the foundation.

5. 2012-2013 Ontario Trillium Foundation, Program Lead for Future Fund
• Spearheaded Future Fund program that resulted in $5 million allocated to 13 highly
innovative and strategic initiatives for young social entrepreneurs across the
province.
• Created and orchestrated a ground-breaking provincial design lab for over 80
youth, social entrepreneurs, educators, venture capitalists, government officials
and designed province-wide pitch sessions, a Board committee engagement
strategy and a peer coaching process.
• This high engagement design model leveraged $5 million from the Ministry of
Youth Child Services for the delivery of at-risk Youth program which was
implemented in 5 marginalized communities across Toronto.
2009-2010 Tides Canada Foundation, System Community Entrepreneur (6 month leave)
• Engineered and originated an innovative community-wide engagement initiative
with a multi-disciplinary team of educators, business leaders, community and
corporate funders and venture capitalists to support innovation, creativity and
continuous learning for the non- profit sector.
• Established a Research and Development initiative leveraging $350,000 in new
funds from funders to support social enterprises in the community.
• Brought a systems perspective by acting between spaces and taking a high level
view to connect broader individuals, groups and innovations, and facilitate
synergies across sectors in Waterloo Region.
2005-2006 Ontario Trillium Foundation, Senior Analyst and Project Lead
• Led a provincial “Granting for Impact” project to understand the effectiveness of
our $100 million investments into building the capacity of the voluntary sector
which resulted in an assessment framework to measure community and
organizational capacity.
• Participated in an advisory/working group of internal staff and an external advisory
group representing thought leaders from the USA and across Canada.
1998-2012 Ontario Trillium Foundation, Regional Program Manager
• Successfully managed the investment and decision making process for the effective
distribution of $5million annually to over 480 arts and culture, social services,
sports and recreation, and environmental initiatives and organizations; annual
targets met within specific timelines.
• Liaised and provided leadership to an 18 member volunteer review team, a small
consultative team and established strong working relationships with government
officials, academics and business leaders in the design and implementation of
creating more effective and resilient organizations across the country.
1995 – 1998 Canadian Living Foundation, Eaton’s National Director of Programs
• Engineered and implemented a pan-Canadian Community Partners Program to
support region-wide child nutrition programs. This program established five
Canadian Living Provincial Boards and one in the Yukon Territory. Over 1500

6. nutrition programs were created, reaching over 10,000 aboriginal children in
impoverished and remote areas of the Territory.
• Successfully managed a national grants program of over $2.5million annually to
500 child nutrition programs; met government targets within specified deadlines;
and supervised small complement of staff.
• Led the implementation of 12 Community Partner Programs throughout five
provinces, working with a cross -disciplinary team that represented business,
education, health and community partners. One became the first Provincial Board
for the Foundation. The program created over 110 child nutrition programs across
Canada supporting over 3000 children.
1991 – 1995 Guelph- Wellington United Way Social Planning Council, Director of Social
Planning
• Successfully project-managed the restructuring of six children and youth health,
social and educational organizations, amalgamated administrative and
management structures, integrated and streamlined services and departments,
and redeployed staff resources to deliver significant costs savings and increased
client/consumer accessibility
• Designed and implemented an outcome -based evaluation tool to increase
consumer participation from marginalized communities which resulted in a more
responsive children’s service system
EDUCATION
2011-2012 Social Innovation Graduate Diploma
Institute for Complexity and Resilience, University of Waterloo
(received sponsorship from The J.W. McConnell Foundation)
2010 Human Centred Design Master Certificate, Stanford Innovation Masters’ Series
Hasso Plattner Institute of Design at Stanford, Stanford University
2008-2010 The Co-Active Coach Training Program
Coaching certificate (3 of 4 modules completed)
1989-1991 Master of Social Work, Community and Organizational Development and
Social Policy
Wilfrid Laurier University
1986-1988 Bachelor of Arts
University of Western Ontario, King’s College
1980-1982 Developmentally Handicapped Councillor Diploma
Fanshawe College

7. PUBLISHED ARTICLES
2015
(In progress) A Citizen-led Approach to Measuring and Enhancing Community Well-being within
Ontario’s Headwaters Region; in The International Handbook of Community Well-being. Joint
publication of University of Manchester and Purdue University.
2010
“A Kaleidoscope of Community Innovation: Designing Community Impact in the Waterloo
Region.”(Dianna Denton & Tracey Robertson) The Philanthropist 23(3) 283-301.
MANUALS/GUIDES
2011
“How to Guide” Design Community Solutions, Hasso Plattner School of Design, Stanford University. Also
initiated and led design of a community innovation hub with the design thinking students which resulted
in comprehensive How-to Guide for establishing a pop-up lab for Waterloo Region.
2005
“Building Capacity, Granting for Impact.” Research Report for the Ontario Trillium Foundation, April
2005.
1999
“National Community Partners Manual for Child Nutrition” Canadian Living Foundation, Toronto,
Ontario
WORKING PAPERS
2013
“Investing in Innovation, a Conceptual Framework for Strategic Investment” Ontario Trillium
Foundation, March 2013
2012
“A New Lens for Philanthropy: Using Design Thinking as a Tool to Tackle tough Social Problems”
University of Waterloo, Diploma in Social Innovation, March 2012.

8. 2011
“How Do We Build a Culture of Innovation for our Non-Profit Sector that Will Have Greater
Transformational Impact?” Case Study, University of Waterloo, Diploma in Social Innovation, September
2011.
“Empathy, a Driver for Change” University of Waterloo, Diploma in Social Innovation, October 2011.
PRESENTATIONS AND WORKSHOPS
Pitch Judge, Canadian Association for Social Enterprise, London, Ontario, June 2015.
Presenter, Provincial Conference for Food Banks, May 2015.
Pitch Judge, Youth and Entrepreneurship, Communitech, March 2015.
Designed workshop and Presented- “Community and Citizen Engaging”at national conference, Tamarack
Institute for Community Engagement, Kitchener, 2014.
Presenter- “What’s in the Water in Waterloo” Presentation for Philanthropic Foundations of Canada
Conference, Toronto, 2011.
Presenter- “An Innovative Funder’s Experience”, Community Foundations of Canada, 2010.
Presenter – “Investing in Innovation: Leadership in the Public Sector”, University of Guelph, 2009.
Keynote speaker –“ Investing in Organizational Capacity” Managing Accountability & Risk for Grants &
Contributions the Canadian Institute, Ottawa, Workshop, October 2005.
Presenter –“Organizational Capacity Building” Joint Conference on Capacity for Impact of the Alliance
for Non-profit Management and the National Council of Non-profit Associations, Chicago, July 2005.
Panel member –“Building Organizational Capacity”Strengthening the Volunteer Sector’s Voice in Public
Policy Dialogue, Carleton University, September 2005.
VOLUNTEER SECTOR EXPERIENCE
2012- Present Council Member, AScent Youth Social Entrepreneurship Program Advisory
Council
Communitech, Waterloo, Ontario
2011- Present Thought Leader and Advisor - Vibrant Communities Canada
Tamarack Institute for Community Engagement
2012-Present Committee Member, Neighbourliness Community of Practice
Tamarack Institute of Community Engagement

9. 2010-2012 Committee Member - National Human Resources Council,
Government of Canada, HR policy committee
2009 Committee Member, Social Finance Sub-Committee, Opportunities for Social
Entrepreneurship
MARS Discovery District
2008-2010 Committee Member
National literacy Advisory Council, Ottawa Ontario
2008- 2010 Youth Advisory Council on Youth Engagement
Ontario Trillium Foundation
Received Committee Innovation Award for the report
2007 - 2008 Member, SKIPPY Federal Grant Committee for Homelessness
Regional Municipality of Waterloo

10. 2010-2012 Committee Member - National Human Resources Council,
Government of Canada, HR policy committee
2009 Committee Member, Social Finance Sub-Committee, Opportunities for Social
Entrepreneurship
MARS Discovery District
2008-2010 Committee Member
National literacy Advisory Council, Ottawa Ontario
2008- 2010 Youth Advisory Council on Youth Engagement
Ontario Trillium Foundation
Received Committee Innovation Award for the report
2007 - 2008 Member, SKIPPY Federal Grant Committee for Homelessness
Regional Municipality of Waterloo