Presentation on theme: "Specialist People Foundation Partnership Planning Process"— Presentation transcript:
1Specialist People Foundation Partnership Planning Process CopenhagenNovember 2011
2Key Success Factors for Starting Up and Specialisterne Operation Key success factors for starting up a Specialisterne operationReview SPF planning processRequirements for local operating partners of SpecialisterneIntroduction to Feasibility Study framework
3Critical Success Factors for Starting Up Specialisterene You must have the potential to grow to 50 consultants in a 4-5 year period in order to reach scale and achieve sustainabilityYou must have a lead corporate partner (customer) secured with a significant amount of business committedYou must have 3+ years of funding securedYou must have an on-going funding model for assessment & training procured or identifiedYou must secure local government/municipal support and active engagementYou must have identified a source(s) of potential candidates with autism for employmentYou must have strong “Dandelion” practitioners amongst local team
4SPF Planning Process The Five Stages in Planning Preparation Feasibility StudyLocal PartnerBusiness PlanningLicence Agreement
5PreparationWe begin with the appointment of the Local Coordinator. This person must have a strong ambition to create lasting change in his/her country regarding the employment of people with Autism Spectrum Disorder.The Local Coordinator should be a person who is well-connected and has the time to spend on the planning process. This will likely be on a volunteer basis in the initial stages.The role of the local coordinator will be to:Form the initial contacts needed to trigger the planning processEngage and coordinate with local stakeholdersOrganise an advisory board consisting of key stakeholders Act as the key liaison to SPF during the feasibility study processHelp procure funding needed for the feasibility study phasePreparationFeasibility studyLocal PartnerBusiness planningLicence agreement
6Feasibility Study Feasibility Study: The Feasibility Study should provide a detailed assessment of the local environment and market.It serves as the platform for a decision on whether and how to establish a business in the specific locale.The Feasibility Study should also be conducted in collaboration with the advisory board and the local coordinatorExamples of SPF services which maybe included in the Feasibility Study phase:Feasibility study toolboxTemplate for feasibility studyThree-year budget analysis & planning modelOnline questionnaireThree meetings onsite, including:Start-up meetingMidway meeting involving workshop with leaders from the local IT industryFinal meetingFive days consulting support from SPFLegal supportFees to local external consultant contributing to the Feasibility StudyEst. cost for European Union countries ~ €30,000, depending on the level of local support and capabilityEstimated duration: 3 monthsSPF travel costs not includedPreparationFeasibility studyLocal PartnerBusiness planningLicence agreement
7Model for Feasibility Studies in the European Union ASDIndustryAndMarketSocial Welfare SystemSpecialisterneDesk researchField researchDesk researchField researchDesk researchField researchDesk researchField researchDiagnosis protocolNetworkEmploy-ment situationExisting institutionsSurvey for the local autism communityKey stake-holders within the ASD areaPrice benchmarkDemand and competitionSector turnoverSalariesFixed costsLeaders from the local IT sector and other relevant sectorsExpected incentives and subsidiesWorking schemes for disabled peopleMunici-palitiesRegionCountryEUOther key stake holdersFinancial and funding conditionsLegal and ownership structuresFinancial forecasting and budgetLocal legal experts
8Local Partner Local Operational Partner Subject to the findings of the Feasibility Study, SPF, together with the local advisory board, identifies a local partner who has the capacity and interest to establish and operate the local Specialisterne business.The local partner may be a person, a company or an organization.The local partner signs the License Agreement with SPF and establish a Specialisterne for-profit or non-profit entity as per the feasibility study.Criteria for the Local Operational Partner:A shared vision and valuesThe competence and motivation to operate a Specialisterne-type of businessA proven track record in human resource managementIdeally, strong experience working with disabled people in a commercial environmentBusiness development and management skillsThe financial capacity to operate SpecialisternePreparationFeasibility studyLocal PartnerBusiness planningLicence agreement
9Business Planning Examples of SPF services that Business planning: may be included in the BusinessPlanning phase:Business Planning Toolbox, including an operational implementation plan and a financial budget model for five yearsThree days on-site meeting with SPFFive days of meetings with Specialisterne management in DenmarkFive days consulting support from SPFBusiness planning:The local partner develops a Business Plan and an Operational Plan.The Business Plan includes in-depth planning for a Specialisterne operation including organization plan, project plan, budget and funding plan.SPF & Specialisterne provide support as needed in this process (agreed on a case-by-case basis)Estimated cost for EU countries: €20,000Estimated time: 3-5 monthsThe business plan is prepared by the local operational partner and supported by SPFSPF travel costs not includedPreparationFeasibility studyLocal PartnerBusiness planningLicence agreement
10Licence Agreement License Agreement: The partner commits to the shared values, vision, strategy, knowledge sharing and collaboration within the SPF community.The partner is granted access to the brand, knowledge base, partner network and other resources.SPF commits to assisting the partner with training, support, business development, global marketing, branding and quality control.SPF Knowledge Base summary:Process descriptions for the business consulting and assessment/training areasHuman Resource management guidelinesCompetence Management Model30+ practical tools, process descriptions and templates, covering the overall business 360.License fees includes:Signing fee: €25,000Annual flat support & services fee: €20,000 (Y1 operations+)Revenue-linked royalty feePreparationFeasibility studyLocal PartnerBusiness planningLicence agreement
11SPF Partnering Principles Specialisterne has seven years experience with our model of employing high-functioning people with ASDWe have a deep partnering model – we go all in to help our partnersWe expect common values as a common ground to start a succesful partnershipWe have a strong brand to be shared with the right partnersOur partner selection process is rigorous
12SPF Selection of the Local Operating Partner The partner is assessed in areas such as:current organization and their interest and capacity to integrate and operate a Specialisterne-like businesscompetences, motivation, vision and valuescommercial experienceinfluence and lobbying forcea proven track record in human resource managementSelection of local partner:The local partner may be a person, a company or an organization.The partner sets up a Specialisterne for-profit or non-profit entity as per the findings in the Feasibility Study.The local partner signs the License Agreement.
13Selected Partner Obligations The local partner signs a partnership agreement with SPF, governing the long-term sustainability of the partnership and the local Specialisterne operation. The partnership agreement vests the responsibility of the Specialisterne operation to the local partner and commits SPF to offer on-going support, training and resources to ensure global marketing, branding and quality control.The local partner commits to running Specialisterne as a social firm with at least 50% of its employees diagnosed with ASD.The local partner also upholds the values of the business - the Dandelion management model - and provides a supportive working environment for employees.
14Introduction to the “Specialisterne Operational Model” Operational Concept & ModelAssessment ProcessBusiness ProcessFinancial Model
15Assessment and training Specialisterne provides 3-5 months assessment and training, with the mission to assess and develop the personal and professional competences of specialist people* in order to help them excel in the workplace.Assessment may act as an independent unit providing services to external stakeholders, including potential employees to public and private organizations, as well as potential business consultants.Business consultingThe Business Unit identifies and solves IT-related tasks that specialist people (the consultants), based on their unique competences, are able to perform better and more efficiently.The mission of The Business Unit is to deliver consulting services based on specialist competences, and to function as a show case for workplaces interested in employing specialist people. *Specialist People are defined as high-functioning people with autism or similar challenges
16Assessment - Unique Selling Points Specialist People-friendly environmentAt Specialisterne we consider every single individual as unique.Our working environment embraces differences and takes individual needs into consideration.In-company assessmentAssessment is provided in Specialisterne’s corporate environment and in close cooperation with managers and consultants in the business department.Consultants act as role models for candidates both professionally and socially.InternshipsThe assessment process includes an in-house or external internship period.Internship focuses on developing and strengthening the candidate’s personal and professional skills, and on improving self-confidence and belief in success.
17The Assessment Process: Identifying the Talent and the Right Fit
18Business - Unique Selling Points Passion for Detail - all our services are characterized by the unique competencies of our consultants;High level of concentrationPerseverance for repetitive actionsPattern recognitionThe ability to spot deviances in data, information and systemsAttention to detailProcess optimisationSpecialisterne consultants deliver unique competencies to tasks where house employees are often less skilled and motivated.
19Business ServicesSoftware Management; Software Development, Test Specification and Database OptimizationTesting/Registration; Software Testing, Quality Control, Data Registration, Embedded Testing, Data MigrationA 2009 Datamonitor report suggests that insufficient testing costs the global IT industry between $22bn and $60bn each yearData Logistics; Hardware and Functionality Testing, Data & Service Management, Data Collection, Journalizing & Cataloging
20Specialisterne Denmark For-profit social enterpriseOwned by non-profit Specialist People FoundationFocus on high-functioning people with Autism Spectrum Disorder (ASD)ServicesConsulting within software management, testing, registration and data logisticsFive-month assessment and training programThree-year youth educationPeople20 people within staff & management roles35 people with ASD in business consultants roles20-22 people (18+ years) with ASD as candidates in assessment program26 people (16 – 25 years) with ASD as students on 3 year youth education20
22Customer ReferencesTDC is the leading Danish nationwide telecommunication providerTesting of feature and functionality compliance against specs in new phonesTesting functionality in new mobile phones for sale in TDC shopsContinuous testing to see if mobile phones support old and new TDC servicesOticon is a Danish world leader within the hearing aid industryExtract Revision Number from CAD drawings, data conversionEstablish data integrity between old manual archives and new ERP systemZero error margin mandatoryDanish IT service provider to the bank and electronic payment industryTesting of bank application for internal use (platform specific)User functional testing of new internet banking applicationsTesting user friendliness of internet applicationsThe worlds largest mobile phone manufacturerRegular testing of software releases for mobile phonesPeople onsite at Copenhagen R&D center (largest outside Finland)Assistance on improvement of test cases & specifications22
23Customer References: IBM Denmark “IBM has a long history of commitment to Diversity - focusing on equal opportunities, eliminating barriers and understanding cultural differences.As a result, when approached by Specialisterne in 2010, IBM quickly expressed its intentions to establish a long-term working relationship with Specialisterne in order to create job opportunities for people with Autism Spectrum Disorders.As we speak, IBM has just hired its first two employees with ASD, with the assistance of Specialisterne. Both jobs will be in the Security Administrations department.In addition, now IBM wants to further discuss how to expand the cooperation, for example by enrolling interns from Specialisterne in various departments.2323
24Specialisterne Model - Organisation Structure, Start-up Phase, Year One Initial Phase (IP):The first year of operation has high entry-to-market cost due to:Building up pipeline and closing of first dealsHigh ratio of Management to Candidates and ConsultantsLow distribution of fixed costsStart-up fee to SPF €The high ratio of management is required to identify and establish market including PR and customersCEOAssessment ManagerTrainer / AssessmentBusiness ManagerPersonal ManagerFinance outsourcedCapacity at a time:Six Candidates per Assessment Manager in AssessmentEight Consultants per Business Manager and Personal Manager in BusinessCapacity per year:18 candidates (four-month assessment period)Eight consultants
25Assessment Business START UP Financial summery Initial Phase (IP) Total revenue €Total subsidies € 0Total variable costs € ( )Total subsidies € 0Total fixed costs € ( )Total variable costs: € ( )Consultant working hours:Estimated working hours for consultants approx. 80h / month (= 60%).Total contribution: € ( )Total fixed costs € ( )TOTAL COSTS € ( )TOTAL COSTS € ( )NET LOSS € ( )NET LOSS ASS + BIZ € ( )With 100% salary to consultantsNET LOSS ASS + BIZ € ( )With 60% salary to consultants
26Organisation Structure Operation Phase CEOHead of AssessmentTwo Assessment ManagersTrainerHead of BusinessTwo Personal ManagersTwo Business Managers- (organised as a matrix)Marketing assistantControllerFinance outsourcedHR managerHealth coachCapacity at a time:12 consultants perBusiness Manager & perPersonal ManagerEight candidates perAssessment Manager10 candidates per Trainer.Total capacity per year:60 candidates (four months assessment period)24 consultantsOperational phase (OP):The level of cost required to scale the business based on following assumptionsSPF fees :Royalty: 2-3% of Business RevenueAnnual fee: €
27Business Model - Assessment AssumptionsDependenciesDriversSubsidies:Grants from public-specific national project (EU etc.)Grants from private entitiesRefunds on salary to diagnosedSubsidies from state + local municipalitiesSubsidies:This requires a local field study. It includes knowledge of national legalization and specific rules.Cost Drivers – variable costs:Candidates leading to number of Assessment Managers and TrainersVariable costs:10 candidates per Assessment ManagerSalary Assessment Man = € per monthTrainer full time = € per monthOther, marketing, travel, repNational Level of existing assessment.Assessment model and competences of ASMDocumentation needsSubsidiary policiesCost Drivers – fixed costs - 50 % of overhead:Number of employees and their requirements for facilitiesSize of management and board of directorsLevel of administration – all fixed assets leasedLevel of start up capacityUp front payment on deposits not included in BMFixed costs:Management salary = € (IP) / € (OP) per monthHead of Assessment = € per monthBoard of directors = € per monthRental cost = € per monthFinance = € per monthTotal adm. cost = € pr month (IP) € pr month (OP).
28Background Assumptions (Assessment) Assessment ManagerThe Assessment Manager can assess up to six candidates in the initial phase and up to 10 in the operational phase.The capacity of the AM is dependant of the state and level of candidates, the requirements to documentation in relation to subsidies and the cooperation with the trainer.The assessment period is between 3 and 5 months.FinanceIt is suggested that the account function is outsourced due to high level of scalability = variable costThe finance section needs a controller when the business is in its operational phase to run the project economy and to support the CEO on reporting, financials and application of subsidies.It is also the controllers task to analyze socio-social impacts.TrainerThe trainer is a person with IT technical background teaching candidates in the assessment period.
29Business Model - Assessment Business estimate – Initial phase (six candidates at a time) Operational phase (20 candidates at a time)Total subsidies € 0Total subsidies € 0Total variable costs € ( )Total variable costs € ( )Total fixed costs € ( )Total fixed costs € ( )TOTAL COSTS € ( )TOTAL COSTS € ( )Candidate SalariesIn the business case it is assumed that the candidates receive no salary.Total Assessment CostThe total cost is € (IP) 4.191/ € (OP) per month per candidate.Equals a total of € (IP) and € (OP) for an assessment period of four months.Variable Assessment CostsThe variable cost to assess six candidates is € per month and € for an Assessment period of four months.
37Value proposition – Why “Specialisterne” ? 1/3 DetailsBenefit to licenseesStrong BrandSpecialisterne is recognized as the most successful social enterprise worldwide within the field of autismThe “Specialisterne” brand is recognized around the world as the first-mover regarding employment models of people with autismWidespread media coverage promotes immediate and positive recognitionInstant credibility - brand-name positions Specialisterne-licensees as members of a global movement to improve the lives of people with autism spectrum disordersProven ConceptProfitable businessesCustomer referencesFundraising track-record and references“tailwind” in fundraising and business development
38Value proposition – Why “Specialisterne” ? 2/3 DetailsBenefit to licenseesPartnersPro-bono partners within legal, finance, strategy, accounting…Growing number of international corporate clientsLocal presence through Ashoka, Lions Club and The World Autism AssociationParticipant in The European Commission social innovation activitiesAccess to a strong network of supportersEarly access to committed business partners and clientsBroad Access to Global Ashoka NetworkAshoka is the world’s largest social entrepreneur networkThorkil Sonne with Specialisterne is an Ashoka GlobalizerThe Ashoka Localizer model and Support Network is available to Specialisterne partnersSupport from the best and most experienced local and global social entrepreneursAccess to key influencersPro-bono support
39Value Proposition – Why “Specialisterne” ? 3/3 DetailsBenefit to licenseesStrong Planning FrameworkDetailed Feasibility Study modelBusiness Planning templatesAdvisory and supportProven pragmatic yet structured and diligent process“Specialisterne-in-a-box” IT PlatformWeb site templateIntranet site templateGoogle Apps + site HostingEasy localization and adaptationInexpensive set-upProfessional look & feelAccess to Best PracticesKnowledge sharing with Specialisterne communityKnowledge Base with over 30 key process descriptions, HR tools, templatesSupport of all critical business & HR elements and functionsVisual IdentityRight to use Dandelion and Specialisterne logos in the course of businessComplete Corporate Visual Identity Manual, including logo, layout for business card, folders, communications tools incl. Documents, Presentations etc.Professional Corporate Identity “Out-of-the-box”
41Knowledge Base, Tools and Templates Process descriptions & templates for day-to-day operationsBusiness consultingAssessment/trainingHuman Resource management guidelinesCompetence management model30+ practical tools and templates
42Human Resource Platform Specialisterne Competence modelEmployee handbookSpecialisterne Physical and Psychological working environmentJob descriptions and profile for management and administration team
43Included in the Assessment Package Description of the assessment and training processAround 30 exercises, assessment tools and templatesPre entry assessmentInitial assessmentBaseline assessmentFormative assessmentSummative assessment
44IT Platform Access to Specialisterne Google cloud, including mail accounts,access to knowledge database and serverGoogle will charge Partner a fee of 360 DKK (50 Euro) per user per year for account servicesTwo website templates, includingdesign, colors and settings, which will be the same for all Specialisterne.The partner need only focus on text, photos and information.SPF may host the sites if the partner prefers; a monthly hosting fee of 390 DKK invoiced to Partner.
45Communications Platform Marketing web site, includesJoint landing page which will be the same for all Specialisterne globallylocal Specialisterne Front page + Text pages.SPF will deliver standard web page templates in English and a localized newsletter function.All the text, photos, films, widgets and content in the front page and text pages will operated by licensee locally, formatted in word press locally as desired.A partner-specific intranet specific… and Knowledge Base access, of course
46SPF Knowledge Base (6 July 2011) 1/5 HR documentsSpecialisterne - Employee handbook final.docTemplate for Employee handbook. Note, needs to be adjusted and localized. Specialisterne_Physical and psychological working environment.docGuide and recommendation for environmental and physical working environment Specialisterne Competencemodel.pdfCompetence model to be used in HR, Assessment and Business departments. Assessment Manager.docJob, profile and competences descriptionBusiness Manager.docCEO.docHead of Ass..docHead of Bus..docHR Manager.docPersonal Manager.docTrainer.doc
47SPF Knowledge Base (6 July 2011) 2/5 Assessment documents – part 1Assessment Process.docDescription of Assessment Process Application Form.docStandard application form Baseline Report.docTo be used in the end of baseline assessment Business Profile.docTemplate for Business Profiling f. summative ass.CV Resume.docTemplate for CV Dialogue Guide.docTo be used during the structured dialogue sessions Individual Interview Guide.docTo be used during the individual interview Individual Learning Plan.docTo be developed during the structured dialogue and used through the formative assessment Internship Contract.docTo be used for external internship Invitation for Individual Interview.docTemplate for invitation to the individual interview IT Competence Baseline Exercise.docTo assess the IT, e-competences in the baseline assessment IT Competence Summative Exercise.docTo re-asses the IT, e-competences in the summative assessment Learning Agreement Template.docTo be signed by the candidate during introduction.Lego Mindstorm.docExercise guidelines Personal Development Plan.docto be developed in the summative assessment Profile and Evaluation Template.docTo be used during the structured dialogue
48SPF Knowledge Base (6 July 2011) 3/5 Assessment documents – part 2Specialisterne Competence Model.docUpdated version - New changes made in the consultant section, marked with yellow. Teaching framework.docIncluding Scheme of Work and Session Plan, to be used for IT training Welcome folder.docFolder with practical information. Given to the candidate in the introduction week. Welcome letter.docTemplate for letter to be sent to the candidate when starting the Assessment process. Workplace Questionnaire.docTo be used in the introduction week Data Management - Blank spreadsheet.xlsxExercise tool Data Management Exercise.docxExercise guidelines Data Management Solutions.xlsxExercise solution Data Management Spreadsheet.xlsxFood House exercise.docExercise guidelines Food House Solutions.xlsExercise solution Learning Styles Assessment.docTo be used in the competence assessment week Learning Style Test.xlsx
49SPF Knowledge Base (6 July 2011) 4/5 Business documentsBusiness process.docDescription of the business process Personal toolbox.docDescription of the different tools and methods used by the Personal Manager in their support to the consultants. Template Customer contract.docFormal contract for services sign with customers. Note! Local legal adjustments is needed. Template Customer evaluation.docA questionnaire used in discussion with the customer to receive feedback on the consultant’s performance and cooperation. Template Customer Satisfaction Survey.docA questionnaire used to ensure feedback and improve customer relationship Template CV for Consultans.docTemplate for set up of CV Template Performance evaluation.docA questionnaire for managers to be used to give the individual consultant feedback in relation to a specific tasks/project. Template Self evaluation.docA questionnaire used by the consultant to evaluate and learn from the finalised project/task. Template Standard presentation.pptSpecialisterne Standard presentation to be used and customized for individual customers
50SPF Knowledge Base (6 July 2011) 5/5 Finance documentsBudgetmodel.xlsBudget template, with assumptions and KPI. Sp Financialmodel.pptfinancial model for start up phase and operation Communication documentsBusinesscard Folder.zipBusiness card – Specialisterne letter.dotxTemplate for formal letter Power Point.potTemplate for Power Point presentation Power Point Simpel.potxTemplate for Power Point presentation - simple SpCVI.pdfCode to open the document. spcvi specialisterne mail sign.jpgMail signature SpecLogo.zipSpecialisterne Logo splogo.JPGSpecialisterne simple logo temp5.jpgDesign template Passion for Details WordDoc1.dotxTemplate for normal documents