Strong Roots

Month

February 2012

10 posts

Charities - invest in your future and that alone!

This blog article is based on my response to a poll and article on The Guardian – Voluntary Sector website about whether the voluntary sector needed to invest more in attracting commercial talent from the private sector. In case you were wondering, I voted NO on the poll.  Below are my reasons why and more importantly some pointers for charity leaders on some reasonable responses to the funding crisis.

However, I also need to be clear that I’m sick and tired of this continued admiration for the private sector.  It has crept into the public sector and voluntary sector over the years and and is constantly held up on a pedestal.  I personally don’t think that it is so black and white and believe that the voluntary sector needs to stop living in the shadows and instead be bold and confident in the way that it operates if it is going to deal with funding reductions in these extremely challenging times.

I’m not saying that charities shouldn’t attract talent from the commercial sector; I just think that charities should attract talent (full stop) and continue to develop and nurture it.  Rather than seeking to lure talent from the commercial sector, I’d give the following advice to my fellow charity leaders:

Don’t worry about being commercial; be charitable because that is what society needs you to be.  Listen to your beneficiaries and make sure that you are doing the right things to help lift them out of misery and poverty.  If you’re not helping to lift them to do that, then you should ask yourself the serious question “what are we doing and are we actually needed doing what we’re doing?” and revisit your organisation’s mission statement and really think whether you are achieving what it sets out to do. 

Times are tight and a challenge for all.  The Big Lottery Fund – Reaching Communities grant is currently awarding 6 grants for every 100 applications it receives and most funders are overwhelmed by the current level of demand from charities.  When times are tough you MUST manage your resources tightly which means accurate financial monitoring and keeping your costs down.  This may sound obvious, but it’s amazing how little financial cuts can have significant implications in the long-term.  If you have made as many minor cuts as possible, then what are your biggest areas of expenditure (for most charities this will be either salaries or rents)?  Have you explored all the options to bring these costs down?  If this feels like a delicate subject then it is completely appropriate to source external and impartial expertise.  

Despite the uncertainty, charity leaders should INVEST in keeping their staff motivated and ensure that they are solely contributing to the success of an agreed framework (e.g. a business plan with agreed KPIs) as when times get tough the plan can go out of the window which causes more stress and chaos for everyone.  I also think that those charities with reserves should be more creative with them.  It takes money to make money and just having it sat in the bank with virtually no interest is not responding to the needs of your beneficiaries or the best way to govern the charities financial sustainability.  Have an accurate and thorough reserves policy that ensures that you’ve captured and allocated funds for all your current and contingent liabilities, but also have an investment policy that outlines what you intend to do with any remaining reserves. 

Why not invest some of your reserves in profit making social enterprises (only ones that operate as a CIC as gives you legal guarantees) or an Industrial Provident Society (IPS) through social investment bonds and make your money work for you?  

Also if you’re not currently receiving donations (it is incredible the number of charities who don’t) then have you asked “who are our supporters and why are they not donating?”  A lot of small / medium sized charities are put off fundraising as it can be labour intensive with not much pay-back.  But why not motivate and reward volunteers who are passionate about your cause, help them to learn new fundraising skills and put them into practice on your behalf?  

Fully participate in third sector consortiums and deliver public sector contracts under a CIC legal model with profit being donated to the main charity (minimise the risk - maximise the reward). 

Don’t cut your training budget.  Being able to invest in the commercial abilities (and other needed skills and behaviours) of your workforce which will save you a fortune in recruitment costs and keep staff loyal and feeling valued in their roles. 

The above is charity management.  And my ‘top tips’ are not original ideas, there are charities up and down the country doing one or more of those suggestions, some doing them exceptionally well and some less so (much like businesses throughout the UK that provide the same products and services, but some better than others).  What I would say is that if you’re in charity management (be that CEO, Operations Manager or Trustee) and you disregard most of these suggestions, you should write down what your alternatives would be.  But do challenge yourself to come up with different strategies if you have been doing the same thing for the last 12 months and to date have had no positive results.  Remember, it is possible to see changes, but it takes a little more time, effort and patience that you may be used to and in an ever changing world, doing the same thing usually results in exactly the same result.  Maybe this is the time to start doing things differently?

Feb 20, 2012
A clear desk = a clear head

“Have nothing in your houses that you do not know to be useful or believe to be beautiful.” William Morris

The last few days (apart from writing a funding application yesterday) have been largely spent organising.  I have de-cluttered my desk, files (some containing things that I wrote or worked on 6-7 years ago) and finally my contacts database.

What I’ve learnt about email addresses is that they are only important if you have the relationship to back it up.  So my gargantuan 450 contacts has now been depleted to 175 but this will make stakeholder & relationship management a much easier monthly task and I’ve emailed everyone to let them know my new contact details.  I’ve been really touched with messages and phone calls wishing me well on this new adventure.

In this time of change I’m also attempting to put in place some working practices that I have wanted to do for years.  For example, I am working towards a paperless office (I remember that being an aim for the British Council every year for the 11 years that I worked there) and this is a big thing for me.  I personally don’t like reading off screen.  Short emails are fine, medium sized blogs - I can cope with.  But anything over 4 pages and I usually print it off, read, make notes if there is something interesting / do something about and then recycle the paper. 

But I have been making myself read off screen, including the 129 page ACEVO publication by the Commission for Youth Unemployment.  I wanted to read this to help inform the PEST (Political, Economical, Social and Technological) analysis that I’m undertaking for the Strong Roots CIC business plan.  It was a lot slower doing it this way and first of all I tried making comments and highlighting in the original document but then I realised that I’d only need to transfer this into a PEST later on.  So rather than read it more than once, I created a template to capture relevant information as I went along and I now have a document ready to edit.  This all seemed to take much longer than normal but it worked.

Going through that report I was struck by two things:

1.  What a mess we’re in!  In some parts of the country we have over 50% youth unemployment and 1.6 million under 24s not in Employment, Education or Training.  What a massive waste of talent and new ideas!

2.  How whenever I read policy documents about unemployment it leaves a bad taste in my mouth as the language could be lifted from a technical engineering manual.  The assumption that if you’re not working, you’re not contributing (no matter what the circumstances).

The issue of worklessness in the UK is in my opinion intrinsically linked to wealth distribution on a macro and micro level.  Senior managers over £100K could take a £20K pay cut to fund a full-time entry level position or boards could make that decision for them if they took youth unemployment and its subsequent consequences for the UK’s future seriously. We should be looking at taxing wealth not income and investing in more financially sustainable and socially active neighbourhood enterprises where income is locked into the local community using legal structures like the CIC.  

There are two related items that I read on the internet the last couple of days:

1.  A job promoted by the Job Centre Plus where you work for Tesco for free in the evenings.  Essentially the type of role that if you don’t do, you’ll have your benefits stopped.  FOR TESCO?  Isn’t this state endorsed slavery to prop up the profit making potential of large multi-nationals?

2.  This excellent article from the talented people at the ‘new economics foundation’ that suggests “why doesn’t Greece default?” as it will never be able to pay back the level of debt that is has accrued.

Our political and economic institutions are fundamentally failing the societies that they are meant to represent and protect.  Not all of us, but a lot of us and in the main those of us that are not equipped to challenge and are in many ways already vulnerable.

Not the easiest of reading but rather than get depressed, I’m getting inspired as I’m actively trying to do something which I know will make life better for a lot of people.

Feb 16, 2012
Freelance services and special offer

I have been a Trustee (including Chair and Treasurer) and Director of Third Sector Organisations (TSOs) since I was 21 and over the years have had a great career in the public, private and third sector.  This has given me a thorough understanding (through having to respond to) most of the complex and challenging issues facing charities and social enterprises.  The services that I specialise in providing to others are based on my own intuitive models building on best practice approaches.  These are:

1. Effective Charity Governance - “from Board to Beneficiaries and everything in-between”

2. Strategic, Business and Financial Planning (using the principles of co-production) and designing and implementing health and social care services.

3. Identifying significant risks, issues and opportunities through a facilitated values-based organisational diagnostic framework and producing a user-friendly action plan to move your organisation forward.

4. Organisational Change Management (structural, behavioural, creating new services and jobs, recruitment and selection of new personnel and running legally compliant redundancy programmes with emotional and practical support for those affected).

5. Income generation activities from funding applications, tender writing, designing products and services and taking them to market.

6. CEO and Senior Staff - Coaching and Mentoring for professional development, line management, performance management, crisis management and complex problem solving.

7. Social Policy Research and Report Writing.

8. Mental Health First Aid Training.

I am offering 1 free day of consultancy for every 5 days purchased (you can either add this on so you get 6 days of consultancy or take it off so you only pay for 4 days).

If you or your organisation could benefit from some external professional advice / input on one of these topics then please feel free to get in touch and we can arrange to meet up and discuss further.

Many thanks,

Ben Crouch
Specialist Advisor to Third Sector

t: 07866 261 440
e: bencrouch@me.com

Feb 13, 2012
#Services #consultancy
Don't you just love it when a plan comes together!

For the last three days I have been working on a bid with two exceptional people and not an hour ago, we submitted an amazing tender for an important piece of work to increase the income generating potential for third sector organisations and ultimately help them survive in the current economic climate.  The three of us have unique specialisms but essentially have the same values which has made this process of designing and developing an approach to a potential client’s needs less challenging and more exciting.

Our professionalism, ability to listen to and respect each others opinions and acting proactively has ensured that we have submitted a tender with a shared level of pride.  I wouldn’t say we’re the actual A-Team (none of us are experts in bringing down drug cartels and one of us is a woman), but we’re certainly a fantastic team and ready for any challenge.

Of course nothing is guaranteed but we have now begun to explore joint working and collaboration that we can draw upon in the future.  We have also started to recognise each others strengths and for the next opportunity will know who should lead on specific components because that is where we can each really add value.

Being collaborative and working in true partnership requires strength of character as not many people like having their work critqued or scrutinised (weirdly - I love it!) and it is important throughout to share both the risks and potential rewards.  But when you can hold onto the fact that everyone is adding something (either quality, knowledge or innovation) and not taking anything away, like most things in life, we do better and can achieve more as a team than we can ever do as individuals.  Now the three of us can sit back, relax and cross our fingers till we hopefully hear good news.

I’m not finished for today yet though (later start than planned) as I’ve got to catch up on emails (writing proposals takes a lot of concentration) and I need to get in contact with UnLtd about some possible grant funding for my social enterprise idea.  I’m also starting a funding application for a client (the wonderful Cake Tin Foundation) to help them increase their organisations capacity so that they can work to enhance the quantity and quality of queer cultural activities in the North West of England.  Exciting stuff.

Have a great weekend.

Ben

Feb 10, 20121 note
#partnerships #tenders #proposals #funding #social enterprise #unltd
Feb 6, 20122 notes
#self-help #7 habits #personal development
Business Development

There are opportunities around every corner, despite the economic climate and in some parts because of it.  Today I have been investing my energy into writing proposals for future work so that I can start to generate income for my new initatives. 

At the end of today, one proposal is about 75% complete and I’m very happy with the collaborative and incremental stages of development that I have proposed in the project’s methodology to achieve this potential client’s intended goals. 

But my methodology isn’t the main thing that is exciting me about this proposal (although I do get excited about stuff like that - sad but true), it is the quality of the team that I have managed to put together.  I have always managed to have exceptionally talented people around me and thrive off their energy and abilities as we socialise and / or work on projects together.  But not very often do I have an opportunity to collaborate at the planning stage and then be able to take an idea all the way through to delivery and evaluation.

This will be the first time (if we win of course) that we’ll have worked together so closely.  But we share many of the same values like acting professionally and appropriately, respecting the devil in the detail and making a valuable difference to society where we can.  So whilst they ‘review’ the draft and I’m sure make some stunning suggestions and amendments, I’m going to get my printer, webcam and wifi keyboard and mouse set up so that I’m raring to go tomorrow morning in preparing for a telephone call to discuss some more partnership opportunities.

Night folks.

Feb 6, 2012
The legal stuff (yawn)

So today I drafted the Memorandum and Articles for the Community Interest Company (CIC). I do find these docents impenetrable at times with the legalese content which I find exceptionally dry and instantly turns my brain off.  I’ve gone through a similar exericse with Manchester Mind as we had to change our M&As / constitution with the Charity Commission when we changed our name from HARP.  Luckily though I have an excellent colleague on the Board who took the lead on this exercise and did an amazing job in getting them updated and legally compliant as the old school language and legal layout made my eyes want to bleed.

So this initial exercise which is essential if I want to start trading as a recognisable social enterprise I have been dreading. The CIC regulator have some good guidance but at first I just found the whole thing mind boggling.  Essentially though follow the guidance on this page http://www.bis.gov.uk/cicregulator/forms-introduction/index/forming-community-interest-company, take regular breaks to give your brain a rest and just keep at it and you’ll get there in the end. 

Their template M&As (downloadable on the website) were easy to read and update with my information. They had used plain English and even used red font in the areas where you needed to put your own specifics and consider your options.  Within an hour I had not only completed them but I had also clearly articulated the objects for the CIC.  These are to:

1.   Provide professional services to enable organisations and individuals to improve their contributions to society and use 50% of profit generated to invest in or create a range of sustainable neighbourhood enterprises and community interest companies.

2.  Establish a range of successful asset locked neighbourhood enterprises and community interest companies that will provide vocational training and sustainable employment opportunities to individuals under 25 who have been unemployed for more than six months.

3.  Offer emotional and practical support to encourage participation and attainment of vocational qualifications and employment to individuals over the age of 16 who have lived experience of mental ill-health.

4.  Award 25% of profit generated to a high-performing mental health charity based in Manchester offering free recovery focussed services to those in need.

I am also very pleased to say that two people that I have asked to sit on the Board of Directors have said yes (in principle - I need to dazzle them with the strategic plan yet) and I now only have one other person to ask and then I can complete the IN01 Companies House form and send everything in the post with a £35 cheque.

So not the most glamourous of tasks but not as dire as I feared and essentially will all get done in less than a day.

Feb 2, 2012
Project 2 - Charity to support families with adopted children


Have you ever thought about adoption?  I am setting up a charity and a CIC to provide vital support to families who adopt children that are affected by traumatic events in their childhood through neglect or abuse.  As a group of individuals this is a cause that we care deeply about and feel passionate not only about the terrible length of time it is taking for adoption proceedings to be completed, but also to tackle the +40% of children who are returned to care after being adopted.  We strongly believe that this is because of a lack of awareness of the behavioural and pyschological issues of the children and resources (both practical and educational) available to the parents.  This is also currently being developed (business plan meeting on the 10th of Feb 2012) but we do have a name (will let you know once we’ve registered) and logos are being doodled as I type.  Further updates will be posted.

Feb 1, 2012
Project 1 - Social Businesses for Young People

I am currently setting up a community interest company that will  create a portfolio of neighbourhood focussed and profitable social enterprises using the CIC legal structure to create vocational training and real employment opportunities specifically for under 25s who are currently being left out of the labour market.  This endevour is just being developed and I’ll be posting updates as things progress - wish me luck!

I am also available for freelance assignments and specialise in charity governance, management and development and 25% of day rate will be invested in the development of the neighbourhood enterprises CIC.

Feb 1, 2012
#Young Unemployed
What is your Plan B?

image

As a Trustee of a charity, ex-Director of another and in my role as a consultant over the last year, I have seen first hand the drastic changes in the policy and funding environments affecting charities.  Many have been notified of funding reductions on local authority / NHS contracts or their entire contracts stopped as the austerity measures of the Government’s budget deficit reduction plan is implemented (we are still only in year 1) and the knock on effect has been a significant increase in demand and competition for charitable grant funding (especially if existing grant funding was running out).

The majority have struggled in devising effective responses as the breadth and depth of the challenges mean that many of them are “fighting battles” on a number of fronts.  It is always tempting in these moments to just stand your ground and fight your corner having invested heavily in the services under threat and the staff whose jobs are at risk.  But to not think strategically in these moments can have dire consequences.  Yesterday the 30th January 2012, I heard the news that Groundworks Merseyside has gone into receivership (http://www.northwest.groundwork.org.uk/merseyside.aspx) and the majority of the 30 staff employed by this charity will lose their jobs with immediate effect.  I am assuming that this is without appropriate redundancy payments being made.

Blame will lay on many doors but issues like this don’t occur overnight. Trustees and Senior Managers should have had sight of this and developed a range of appropriate strategies and put them into action backed up with robust financial planning and monitoring to plan a closure if there were no other options available. From what I have gleamed, this announcement has literally come out of nowhere for many of those affected by annoucement and I believe that this is the first of many charities that will follow suit in the next few months.

Depending on a charity’s level of reserves (check your policy, level of reserves and what commitments you have on this - like staff redundancy payments) there might still be routes out - just don’t leave it too late and be prepared to make drastic changes if you want to survive. Reserves in many of the charities that I have come across have been topping up underfunded services and posts rather than investing in new approaches and roles to attain a sustainable future. Trustee Boards must always remember that they are there to:

* Protect the interests and reputation of the charity and the charitable sector
* Represent the needs of the charities beneficiaries
* Be good employers to ALL staff (not just the ones that they meet at the top)

I genuinely feel for the 30 staff who have received this notice today and wish them well through this difficult time.

If you know are a charity with similar issues or know of any, I am available to advise on and implement a range of strategies to enable Trustee Boards through collaboration with their staff, to take control and navigate through these dangerous waters and ensure that they fulfil their legal and moral duties.

If you would like to get in touch to discuss any needs you may have then please feel free to contact me.
Feb 1, 2012
#charity #plan b #redundancy
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