Corporate Social Responsibility Plan. Megan Towzey Alex Maller Taylor Ziegler Mark Elliott

Transcription

1 WALLY Consulting Corporate Social Responsibility Plan Megan Towzey Alex Maller Taylor Ziegler Mark Elliott

2 OUR WALLY Corporate social responsibility and good looks run in their blood. Corporate Conference Rooms, Dance Floor. None. Limiting our carbon food print. Anything if you re buying. I ll Be There For You by The Rembrandts.

3 People do not want companies that DO good

4 People want companies that ARE good

5 Corporate Social Responsibility Improving the quality Do of life in the communities Good we serve Goal Promote and develop the local community Improve sustainability measures Foster an innovative internal environment Plan Overview Analysis Strategy Evaluation Conclusion

6 Corporate Social Responsibility Impact Improving the quality Do of life in the communities $250,000 Good generated we serve for local businesses annually 270 local students educated on safe driving annually Promote and develop the local community Improve sustainability 50% increase measures in 10% more internal employee sustainability Foster an engagement efficiency innovative internal environment Overview Analysis Strategy Evaluation Conclusion

7 Corporate Social Responsibility Improved quality of policyholders community and insurance services Overview Analysis Strategy Evaluation Conclusion

8 Analysis

9 The Industry Overview Analysis Strategy Evaluation Conclusion

10 Your Industry fiercely INDEPENDENT PROUD of the region incredibly GREEN supportive of LOCAL businesses Overview Analysis Strategy Evaluation Conclusion

11 Current CSR Internal Evaluation Nonprofit board service Paid time for employees to volunteer Monthly charitable donations Corporate giving of 5% Roof solar energy panels Wellness program Education assistance Overview Analysis Strategy Evaluation Conclusion

12 Focus Alternatives Benefitting External Stakeholders Scholarship Program Improve Driving Safety Reduce Poverty in our Community (14%) Invest in Local Startups Support Local Businesses United Annual Company Volunteer Day Develop Environmental Team Benefitting Internal Stakeholders Remodel Wellness Plan Create Idea Competition Provide Mentorship Program Fitbit Wellness Program Increase Job Flexibility Evaluate Maternity and Paternity Leave Develop App to Connect Employees Overview Analysis Strategy Evaluation Conclusion

13 Focus Alternatives Benefitting External Stakeholders Scholarship Program Improve Driving Safety Reduce Poverty in our Community (14%) Invest in Local Startups Support Local Businesses United Annual Company Volunteer Day Develop Environmental Team Benefitting Internal Stakeholders Remodel Wellness Plan Create Idea Competition Provide Mentorship Program Fitbit Wellness Program Increase Job Flexibility Evaluate Maternity and Paternity Leave Develop App to Connect Employees Overview Analysis Strategy Evaluation Conclusion

14 Internal Values Integrity Responsibility Courage Overview Analysis Strategy Evaluation Conclusion

15 Strategy STRATEGY

16 Strategic Recommendation Overview Analysis Strategy Evaluation Conclusion

17 Every dollar spent with local independent businesses generates over 3x the local impact compared to spending with national chains Source: America Independent Business Alliance

18 Local Economic Support A festival to support local independent business owners and unite the community 10,000 people 125 local vendors 5 local performers Overview Analysis Strategy Evaluation Conclusion

19 Local Economic Support A festival to support local independent business owners and bring Impact together the community generated for businesses in our community 10,000 people 125 local vendors 5 local performers 1 Seattle park Overview Analysis Strategy Evaluation Conclusion

20 Strategic Recommendation Overview Analysis Strategy Evaluation Conclusion

21 Six teenagers ages die every day due to car accidents Source: CDC

22 Safe Driving Initiative Free program teaching real-life emergency avoidance and overall driver safety to local youth Community Center unique and innovative behind the wheel experience 10 days in Washington 5% Certification Discount Overview Analysis Strategy Evaluation Conclusion

23 Safe Driving Initiative Free program teaching real life emergency avoidance and overall driver Impact safety to local youth Community Center unique and innovative behind the wheel experience 9 days in Seattle Certification Discount Overview Analysis Strategy Evaluation Conclusion

24 Strategic Recommendation Overview Analysis Strategy Evaluation Conclusion

25 When employees get involved in a cause at work, their work becomes their cause -Tim Mohen

26 Sustainability Initiatives Employee engagement team focused on creating a more sustainable workplace and community Potential Green Team Initiatives Overview Analysis Strategy Evaluation Conclusion

27 Sustainability Initiatives 1 Yearly Sustainability Audit 2 Selected board manages the Green Team 3 Teams meets once a month with all employees welcome 4 Board sends proposals to management Cleaner, healthier, and more efficient workplace and community Overview Analysis Strategy Evaluation Conclusion

28 Sustainability Initiatives 1 Yearly Sustainability Audit 2 Selected board manages the Green Team 3 Teams meets once a month with all employees welcome 4 Board sends proposals to management Feedback Loop Cleaner, healthier, and more efficient workplace and community Overview Analysis Strategy Evaluation Conclusion

29 Strategic Recommendation Overview Analysis Strategy Evaluation Conclusion

30 When companies cultivate an environment of employee engagement, workers are more productive, customers are happier, and the business is more profitable

31 Employee Engagement Semi-annual competition between all employees to generate quality business ideas within the company Concept Strength Necessity Feasibility Innovativeness Implementation Plan Idea Contest Implementation Overview Analysis Strategy Evaluation Conclusion

32 Employee Engagement Semi-annual competition between all employees to generate quality business ideas within the company Concept Strength Necessity Feasibility Innovativeness Implementation Plan Idea Contest Implementation Overview Analysis Strategy Evaluation Conclusion

33 Employee Engagement Semi-annual competition between all employees to generate quality business ideas within the company Impact Concept Strength Necessity Feasibility Innovativeness Implementation plan Idea Contest Implementation Overview Analysis Strategy Evaluation Conclusion

34 Evaluation EVALUATION

35 Implementation Timeline Community Showcase Driver s Edge Green Team Idea Competition Assess 0 1 year 2 years 3 years 4 years 5 years Success Metrics Amount raised for local community Driver s Edge attendance Sustainability Audit Quantity of implementable ideas Overview Analysis Strategy Evaluation Conclusion

36 Monday Morning Begin Community Showcase planning Contact Driver s Edge Schedule Green Team meetings Create online idea submission process Distribute employee handout Overview Analysis Strategy Evaluation Conclusion

37 Sensitivity Analysis Worst Expected Best $0 $909,000 $1.5M Overview Analysis Strategy Evaluation Conclusion

38 Return on Investment ROI Profits - Costs Investment Costs ROI 39% Community Showcase -41% Driver s Edge 59% Green Team 304% Idea Competition ROI Overview Analysis Strategy Evaluation Conclusion

39 Cost-Benefit Analysis Community Showcase Driver s Edge Green Team Idea Competition Costs $217,000 $33,500 $263,000 $41,500 Returns $303,000 $19,500 $419,000 $167,500 Overall $555,000 $909,000 Overview Analysis Strategy Evaluation Conclusion

40 Cost-Benefit Analysis Community Showcase Driver s Edge Green Team Idea Competition Costs $217,000 $33,500 $263,000 $41,500 Returns Local economic benefits Safer drivers Sustainable development Employee engagement Overall $555,000 Improved quality of life Overview Analysis Strategy Evaluation Conclusion

41 Cost-Benefit Analysis Community Showcase Driver s Edge Green Team Idea Competition Costs $217,000 $33,500 $263,000 $41,500 Returns Local economic benefits Safer drivers Sustainable development Employee engagement Overall for the local $550,000 economy of life Improved quality Overview Analysis Strategy Evaluation Conclusion

42 Cost-Benefit Analysis safer teens on Overall the road Overview Analysis Strategy Evaluation Conclusion

43 Cost-Benefit Analysis more sustainable Overall offices Overview Analysis Strategy Evaluation Conclusion

44 Cost-Benefit Analysis more employee Overall engagement Overview Analysis Strategy Evaluation Conclusion

45 Risk and Mitigation RISK Community Showcase small turnout Driver s Edge rejects proposal Low interest in Green Team Lack of implementable ideas from Idea Competition MITIGATION Marketing and knowledge of local community Contact other similar nonprofits Reassessment of marketing within program Reevaluate internal incentives Overview Analysis Strategy Evaluation Conclusion

46 Conclusion CONCLUSION

47 Our Policyholder: Drew Economically benefits and connects to community Daughter is safer on the road Happier supporting a Green company that recognizes what is important to him Experiences improved customer relations with his insurance agent Overview Analysis Strategy Evaluation Conclusion

48 Let s Recap Improving the quality of life in the communities PEMCO serves Overview Analysis Strategy Evaluation Conclusion

49 Q&A

50 Index Overview Analysis The Industry Your Industry Internal Evaluation Focus Alternatives Internal Values Strategy Community Showcase Driver s Edge Green Team Idea Competition Evaluation Timeline Monday Morning Sensitivity Analysis Return on Investment Cost-Benefit Analysis Risk and Mitigation Conclusion Our Policy Holder Recap

51 Appendix Handout Stakeholders Ethics CSR External Focus Alternatives Internal Focus Alternatives Additional Risks and Mitigation Community Showcase Community Showcase Logistics Community Showcase Logistics: How Community Showcase Logistics: Where Community Showcase Marketing Community Showcase Timeline Driver s Edge Driver s Edge Logistics Driver s Edge Logistics: How Driver s Edge Logistics: Timeline Driver s Edge Logistics: Availability Driver s Edge Logistics: Alternatives Rising Driver s Ed Costs Teen Driving Statistics Driver s Ed Statistics Insurance Claims Losses Green Team Green Team Logistics Green Team Logistics: How Green Team Timeline Sustainability Audit Company Purchase Sustainability Audit Steps Self-Sustainability Audit Steps Green Team Impact Evaluation Metrics Idea Competition Idea Competition Logistics Idea Competition Timeline Employee Engagement PEMCO Office Locations Financial Cost Revenue Breakdown Pricing Breakdown

52 Handout

53 Stakeholders Customers & Policyholders Funders Employees Community Environment Government

54 Ethics Accepted principals of right or wrong that govern the conduct of a person, the members of a profession, and the actions of an organization

55 CSR Environmental, social, and governance policies, actions, and behaviors of an organization relative to their stakeholders

56 Focus Alternatives External Focus Alternatives Scholarship Program Reduce Community Poverty Invest in Local Startups Company Volunteer Day Our CSR Plan Criteria Cost Feasibility Alignment with Values Alignment with Image Strong Moderate Weak

57 Focus Alternatives Internal Focus Alternatives Fitbit Wellness Program Mentorship Program Develop App Criteria Cost Feasibility Alignment with Values Alignment with Image Strong Moderate Weak Job Flexibility Our CSR Plan

58 Additional Risks and Mitigation Ethical RISK Regarding Fairness Local franchises pressured out of community Older drivers (especially elderly) not addressed Employees discouraged when ideas not chosen Potential Legal RISK Permit issues Regulatory issues Copyright issues MITIGATION Franchises have corporate support from headquarters Teenage drivers have highest accident rate Opportunity for middle management meeting Seek legal counsel as necessary

59 Community Showcase Logistics Who Vendors Local businesses: A Priceless Way Carvey s Marketplace 1 st Impressions Embroidery Attendants Open to public What Event to promote local businesses Unite the community Fun festival with local entertainment When Summer Start next year

60 Community Showcase Logistics: How Reach out to event planner Recruit local businesses & entertainment Market event Event once a year starting in 2017 Feedback Loop Local economic support

61 Community Showcase Logistics: Where Maple Leaf Reservoir Park Seattle 16 acres Open Field

62 Community Showcase Marketing Radio Stations Banners Word of Mouth

63 Community Showcase Timeline 6 Months 0 Months 12 Months Hire Event Planner Choose Secure Location Location Marketing Bands and Entertainment Recruitment Local Business Recruitment

64 Community Showcase Timeline 12 Months 18 Months Logistic Finalization Marketing Local Business Recruitment Assess Adjustments for next year

65 Driver s Edge Logistics Who Teenagers With permit or license Instructors Supplied through partnership What Professional drivers teaching safe tactics Lower insurance premiums Save lives and create safer roads When 10 times per year Where Local Seattle community center

66 Driver s Edge Logistics: How Contact partnerships Donate money to cause Market event Hold event 10 times per year Feedback Loop Safer roads and community

67 Driver s Edge Timeline 6 Months 0 Months 12 Months Secure Program Choose Secure Location Location Process Payments Logistic Finalization Event Promotion Assess Adjustments for next year

68 Driver s Edge Availability

69 Driver s Edge Alternatives

70 Rising Drivers Ed Costs Students can expect to pay $500 or more for a driver's education course State Funding for Driver s Ed was defunded in 2002 Source: SeattlePI

71 Teen Driving Statistics teens in the United States ages were killed teens were treated in emergency departments for injuries suffered in motor vehicle crashes Source: CDC

72 Driver s Ed Statistics Young drivers who have driver's education: more likely to get a traffic ticket +Driver's+ed+significantly+reduces+teen+crashes,+tic kets more likely to be involved in a fatal or injury accident more likely to have an accident Researchers Duane Shell and Ian Newman of the Nebraska Prevention Center for Alcohol and Drug Abuse at the University of Nebraska-Lincoln compiled the driving records of 151,800 Nebraska youth

73 Insurance Claims Losses $234,959,968 lost from insurance claims

74 Green Team Logistics Who Employees Engaged in a better workplace Community External cleanups and projects Board Employees willing to invest extra time and passion to organize team What Go Green Energy Alternatives Carbon Footprint Waste Water Usage When Meets twice a month Where A team at every office Lynnwood Seattle Spokane

75 Green Team Logistics: How Get word out through Meet and record brainstorm session Bring quality ideas to management Management decides on proposals Feedback Loop More efficient workplace

76 Green Team Timeline Meets every 2 weeks Annual Sustainability Audit 0 Months 6 Months 12 Months Board Selection Sustainability Audit First Meeting Idea Creation First Implemented Initiative

77 Findings Report Sustainability Audit Company Consulting service conducting a comprehensive sustainability audit comparing the organization s practices to 1200 Best Sustainability Practices

78 Purchase Sustainability Audit Steps 1. Purchase Sustainability Audit 2. Immediate access to download Sustainability Survey 3. Assigned a Sustainability Consultant 4. Findings report prepared by audit company 5. Findings report within 4 business days 6. Findings meeting to discuss and plan from results with Sustainability Consultant

79 Self-Sustainability Audit Steps 1. Employee survey 2. Office/Building survey: Space, IT, employees 3. Analyze Carbon Footprint: Utilities, travel, commuting, footprint 4. Onsite Visits: Employee workshops, facility walk through, recommendation session with executives 5. Final Green Audit Report: Benchmark and evaluate 6. Repeat after 1 year

80 Green Team Impact Evaluation Metrics CO2 reduced Dollars saved Tons recycled Water conserved Kilowatts saved Cars removed from the road

81 Idea Competition Logistics Who Target Audience Employees in 3 offices Preliminary Review Managerial staff based on criteria Final Review Upper-level management What Initial Submission Word document Final Format PowerPoint Where Presentations in corporate conference room When Continuous submissions with final due dates twice a year

82 Idea Competition Timeline 6 Months Employees Submit Ideas 0 Months 12 Months Event Promotion Employees Submit Ideas Event Promotion Managerial Staff Review Presentations Managerial Staff Review Presentations Winner Chosen Winner Chosen

83 Employee Engagement Employee engagement stagnant at 32% in America Source: GALLUP Results of Employee Engagement Productivity Profitability Customer Engagement Innovation Growth

84 PEMCO Office Locations Lynnwood x2 Seattle Spokane

85 Financial Cost Revenue Breakdown

86 Pricing Breakdown