1. Social Value & CSR A Practical Application APPENDIX B

2. The Issues A socially driven business But how do we demonstrate our success? How does this influence our operations? Evidence based decision making and service planning

3. A historical view Commenced trading in 2005 Early focus on financial credibility Social outcomes not at forefront By 2008 – not good enough

4. The objective A quantifiable method of measuring social value A practical and workable solution

5. The Process Cross cutting working group Sense checking with empirical data Testing key assumptions and way forward at every opportunity

6. Key principles Narrow definition of SV – linked to delivery of Pluss’ Company Purpose Two dimensional assessment rather than “common currency” approach Reflect “distance travelled” and needs of those furthest from the labour market Focus on largest barrier to entry

7. The Matrix The Matrix is a staight forward table with progression from entry through to the aim of Pluss – unsupported permanent employment. Individuals are taken along the path at their appropriate level as influenced by DWP’s classification of Disability.

8. The Pathway 1.Registering and turning up to start the course – 3 points 2.Completing initial courses and considered ready for next step – 15 points 3.Voluntary work and work experience – 25 points 4.Lower level permitted work – 35 points 5.Higher level permitted work – 45 points 6.Work over 16 hours within Pluss – 65 points 7.Work over 16 hours not within Pluss – 70 points 8.Transition from internal to external – 80 points 9.Sustained progression – 100 points

9. Appropriate levels Dependent on the individual, achieving these steps will have varying difficulties. The points awarded have a difficulty factor applied based on the DWP classification of disability. The predominant barrier to employment is the driver. The Factors have been empirically researched, however can easily be changed if needed. The Factor can be loosely linked to the percentage of people of working age in work within any given classification. By dividing the points awarded at any step on the path to employment by the factor, a weighted score is derived.

10. Factors Complex Mental Health Issues4% Learning Disability7% Mental Health21% Visual Impairment33% Hearing Impairment63% Other Disadvantaged Groups30% Working Age Populations76%

11. Example Chart SPS WestFactor Registering and turning up to start course Completing course and considered ready for next step Voluntary Work/ Work Experience Lower Level Permitted Work Higher Level Permitted Work Work over 16 Hours Internal Work over 16 Hours External Transition from Internal to External Sustained Progression PromotionTotal 31525354565708010010 Complex Mental Health Issues4% Learning Disability7% Mental Health21% Sensory Disability35%daef All Disability46%93bc Other Disadvantaged Groups30% Working Age Populations76% Total Staff0000018601292015630 Total Clients 14152

12. Application The matrix has been applied to the current Business Unit structure Run alongside full cost financial position ofor each business unit Comparing the two. Reviewing movement in social value between periods

14. Next Steps – Social Value Embed in business case assessment Learn from best practice sites Target setting on social value for business units

15. CSR More widely Social outcomes reporting and the balanced scorecard External audit of our social report Staff volunteering scheme Social enterprise policy statement and action plan