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Developing CSI strategy in business - Tshikululu Social Investments workshop 2010


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Presented during Tshikululu's first Serious Social Investing workshop, which took place on 25 and 26 February 2010. Sarah Morrison (client relationship manager, Tshikululu Social Investments) discusses strategy in corporate social investment.

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Developing CSI strategy in business - Tshikululu Social Investments workshop 2010

  1. 1. Serious Social Investing Workshop GIBS, Illovo, Johannesburg
  2. 2. Developing, reviewing or revising CSI strategy within the business Sarah Morrison Client relationship manager Anglo American Chairman’s Fund Epoch and Optima Trusts
  3. 3. Overview <ul><li>The context </li></ul><ul><li>Key trends: opportunities and challenges </li></ul><ul><li>Developing a range of solutions </li></ul><ul><li>CSI principles and what to avoid </li></ul><ul><li>Designing your strategy </li></ul><ul><li>Implementation </li></ul>
  4. 4. The Context <ul><li>Regulatory </li></ul><ul><li>The business case </li></ul><ul><li>CSI sector </li></ul><ul><li>Your own business’ history in CSI </li></ul><ul><li>Your communities: national, geographically localised </li></ul><ul><li>Education </li></ul><ul><li>Health </li></ul><ul><li>Social Development </li></ul>
  5. 5. Trends: opportunities and challenges <ul><li>CSI budgets </li></ul><ul><li>Professionalisation of CSI </li></ul><ul><li>Programmatic CSI </li></ul><ul><li>Systemic impact: leveraging, system strengthening </li></ul><ul><li>Partnerships and collaboration </li></ul><ul><li>Sustainability </li></ul><ul><li>Poverty alleviation </li></ul><ul><li>Government and civil society </li></ul><ul><li>Monitoring and evaluation </li></ul>
  6. 6. Developing a range of solutions <ul><li>Knowing your mission and vision </li></ul><ul><li>Position within the business and resources </li></ul><ul><li>The budget: reserves, multi year funding </li></ul><ul><li>Focus areas: objective, outcome, delivery option </li></ul><ul><li>Partners and stakeholders </li></ul><ul><li>CSI principles </li></ul>
  7. 7. CSI Principles <ul><li>Development and philanthropy </li></ul><ul><li>Reactive and proactive </li></ul><ul><li>Discretionary </li></ul><ul><li>Size of grants </li></ul><ul><li>Number of grants </li></ul><ul><li>Flagships </li></ul><ul><li>Appetite for risk </li></ul>
  8. 8. Things to avoid <ul><li>Scatter gun approach </li></ul><ul><li>What not to fund from CSI </li></ul><ul><li>Becoming irrelevant to the business </li></ul><ul><li>Premature boasting </li></ul><ul><li>Donor led funding </li></ul>
  9. 9. Designing your strategy <ul><li>Integration with broader social engagement </li></ul><ul><li>Iterative and consultative </li></ul><ul><li>Selecting focus areas and agreeing objectives </li></ul><ul><li>Selecting projects and partners </li></ul><ul><li>Policy alignment </li></ul><ul><li>Embedding monitoring </li></ul>
  10. 10. Execution <ul><li>Change management strategy </li></ul><ul><li>Business champions </li></ul><ul><li>Documenting </li></ul><ul><li>Communicating </li></ul><ul><li>Capacity building </li></ul><ul><li>Sustaining </li></ul><ul><li>Partnering </li></ul><ul><li>Monitoring and evaluating </li></ul>
  11. 11. Questions What is the current situation? What does success look like? How do you plot the course?
  12. 12. Activity Read the company case study and the sector overviews. Discuss and complete the draft strategic document, using the tools provided, if helpful.
  13. 13. Closing Remarks <ul><li>Unleash opportunities for communities/ NGO’s to find their own solutions </li></ul><ul><li>Always work within the broad policy -making framework and with government </li></ul><ul><li>Targeted research and think tanks can and should play an important role in finding solutions to development challenges </li></ul><ul><li>Monitoring and evaluation will demonstrate success or failure and encourage sharing the learning </li></ul><ul><li>CSI is a small contribution to overcoming South Africa’s challenges. It has its limits but can have systemic impact (not in terms of coverage, but as a catalyst) </li></ul>
  14. 14. Contact details Sarah Morrison Tel: 011 377 7322 Email: