Tshwane Entrepreneurship Week 2012 Innovation Hub 28 August 2012

1. Tshwane Entrepreneurship Week 2012Innovation Hub28 August 2012

3. J A M E S 1 V E R S E 2 7 Pure and lasting religion in the sight of God our Father means that we must care for orphans and widows in their troubles, and refuse to let the world corrupt us.N e w L i v i n g T r a n s l a t i o n

4. Locating the Problem • 5,7 million South Africa’s living with HIV • Levels of new infections – behaviour change • 4 % of children are maternal orphans • Conservatively estimated to be 1 million • Children orphaned as a result of HIV and AIDS 25% more likely abused • Dramatically increasing levels of care (spiritual, political, social and economic) imperatives

5. Our Journey • Innovation • Social Entrepreneurship • Enterprise Development • Some lessons learnt

6. Innovation • Facing the problem • Birth of an Idea! • Question of Mandate (whose idea is it?) • Understanding the complexity • Believing in a solution – moral conviction • Learning and unlearning • Findings the keys

7. Some KeysKeys • Nation Building through National Mobilisation • Problem not money but secure transfer (subscription) • Need to create people to people contact - emotional link … sustainability • Social Justice through Human Rights and Responsibility • Caring at individual, household, shelter cluster, and village level • M&E and social impact through - Narrative Reporting (emotional basis for sustainability) • Emergency relief to rehabilitation to development

8. Opportunities for Collaborating If it takes a village to raise a child • Which Village?

9. Our model! Integrated Community Development – LINKING PREVENTION TO DEVELOPMENT Holistic Development + Social Innovation and Entrepreneurship + Business Information Management Systems = Scalability (social mobilization) Caring through social innovation and shared responsibility

10. Takes Innovation to Scale • Social Innovation – Virtual Adoption (Supplementary support by an ‘extended family’ that is located virtually) within a responsibility script • Technology Transfer – business management systems to civil society James 1:27 Care Platform (J1:27CP)

11. Business Systems Tool Kit • Content Management (social media) • Resource Management • Life Cycle Management • Remote Terminal Data Management • Talent Management • M &E

12. CHILD STATUS INDEX The CSI was developed in response to the request by PEPFAR, OGAC and OHA to assess vulnerabilities, needs and desired outcomes for OVCs. It is used in Ethiopia, Rwanda, India, Cambodia and Swaziland. It measures and produces in a simple way, based on a standardized evaluation form, a status index which is expressed as: 1 = Very Bad 2 = Bad 3 = Fair 4= Good For the following Domains:

13. CHILD STATUS INDEX DOMAIN SUB-DOMAIN1 SUB-DOMAIN2

14. The Individual Development Plan is part of the Care Cycle and includes physical, mental and spiritual development Care Cycle implies the measurement of the quality and progress of the intervention at the different stages of the Care Cycle Care Cycle

15. HOLISTIC FAMILY CARE PLANS (FCP) • Community Organisation • Dimensions of Development: • Physical • Cognitive • Emotional • Social • Spiritual • UN Charter on Children’s Rights: • Survival • Protection • Development • Participation • Household • Family • Extended Family • Virtual Family • Schools • Clinics • Churches • Local Government Source AvivitCherrington

16. Life Cycle Management Source AvivitCherrington

17. Development (Family Development Plan)

18. HOLISTIC FAMILY CARE PLANS (FCP) 1. ASSESSMENT • Information Gathering: - • Child • Household • Family • Community IDENTIFY: … Challenges / problems / needs … Assets / strengths / resources … Stakeholders / extended family … Financial capital / community organisations OUTCOMES: 1. Matrix identifying holistic needs of family & possible recommendations; 2. List of available resources (human, social, financial, spiritual).

19. HOLISTIC FAMILY CARE PLANS (FCP) 2. INTERVENTION Feedback meeting with family Care Plan Drafted Identify Stakeholders (care team) 3. IMPLEMENTATION MANAGE FAMILY CARE PLAN PROJECT: Responsibility Scripts Action Plan (Who, What, When) Budget (existing & ideal) Data Management Systems Source AvivitCherrington

20. HOLISTIC FAMILY CARE PLANS (FCP) 4. EVALUATION • Identify blockages / challenges • Make adjustments • Measure impact / change in family wellbeing • Measure social impact • Dynamic / continuous support QUARTERLY PROGRESS REVIEW WITH FAMILY CARE TEAM: ANALYSE PROGRESS & IMPACT IMPACT: Narratives / success stories Family empowerment / participation Community capacity building Good citizenship = OPTIMAL DEVELOPMENT Source AvivitCherrington

21. Rights UNCR African Children’s Charter SA Constitution Children’s Act Holistic Child Development Age Appropropriate Measurements of Wellness Spiritual Formation Vulnerability Child Status Index Reports UNICEF Country Report SAIRR MRC HSRC SASS DSD Survey Responsibilities Child Mother Father (Maintenance Act) Family Extended Family Teachers Principals Pastors Councillors Community Leaders Civil Society Business Government (local, provincial, national) Broader Stakeholders Society Information Society/ Global Village Duties Life Purpose

23. Poverty Trap Concept GLOBAL VILLAGE CYBER COMMUNITY CHILDREN AT RISK GEOGRAPHICAL VILLAGE

24. Village Model Impact Assessment Government CBO Secure Delivery Sponsors Virtual Extended Family Business Information Management System Children in Need Service Providers Financial Accountability

25. Value Proposition Consumables Public Participation Monthly debit orders $20/15EurosR150 Educationand Training Secure Delivery CBO Social Investment Transport Caregivers Institutional & Corporate Partners Shelter Children in Need Health Care Back Office

26. ….Social Capital Mobilisation

27. Your Social Network Local Care Orginisation Feedback of Sponsored Goods and Family Narrative

29. MSOVC Key FocusesManagement System for Orphans and Vulnerable Children Managing and directing Resources Managing Data ------------------- Understanding Needs MSOVC System SecureDelivery ------------------- Data Capturing • Managing and Directing Resources • Managing Data/Understanding Needs • Secure Delivery/Data Capturing

30. MSOVC Balance Sheet MSOVCBalanceSheet ResourcesManagement NeedsAnalysis SAP WC/Cognos Out JRT In Secure Delivery Resource Allocation

31. Why SAP • Leader in their industry, more than 35yrs experience in ERP. (Enterprise Resource Planning) • Good integration with third-party software for lifecycle and talent management • High level of security for financial transactions

32. SAP BusinessOne: Detail • Financial and accounting • This is one of the key issues when it comes to managing your resources, and the subsequent reporting of this spend. A financial clean bill of health is essential to this industry, as in any other. Most CBO’s certainly have some sort of Financial Management system in place, but most of those will not be link into the rest of their business, like an ERP system. We then take it further, in that we integrate this into with our Data management system, and we automate most of the routine task, again, to alleviate the admin burden. • Customer Relationship Management • Managing the relationship with your customer, the donor, is a crucial side of your operations. As in business, the CBO has certain expectations to manage, and certain communiqué to coordinate, SBO does this seamlessly. • Ordering and delivery • Ordering and managing the delivery of sponsored goods. • Production and manufacturing • Some CBO’s produce items like nappies, toilet paper, food parcels, solar ovens, etc. The product and stocking of components is managed within SBO • Inventory and distribution • CBO’s manage store rooms and warehouses, this can now happen within SBO, and tide into your Financial asset register. • Employees and human resources • Managing the employees and HR related issues.

33. Chart of Accounts

34. Approval Procedures

35. Donor

36. Donation Receipt

37. Donor Report

38. Fund

39. Report

40. Donor & Funding Pipeline

41. Dynamic Donor/Funding Analysis

42. Windchill • Holistic Data management: • Data/Attribute Management • Document Management • Change Management • Life Cycle management • Search and Reporting

43. Windchill: Detail • Data/Attribute Management • Each person has some set of describing attributes, currently CBO’s manage this in Microsoft Excel, this can now be managed in an interlink, secure, historical life cycle fashion. • Document Management • Along with all the normal document a CBO creates and stores, the OVC has a set of their own. Keeping it all secure and revision managed would be a nightmare without a dedicated system • Change Management • Everything Changes, in business as in a CBO. Managing who can change what is crucial. And keeping historical data along with audit trails is all facilitated by Windchill • Life Cycle management • People, Attributes, Documents, projects all mature and change over time. Seeing this maturing process in the form of a lifecycle, is helpful to understanding how Windchill can manage this progression from concept to retirement. • Search and Reporting • Data is of no use if can’t not be found or collated into a report.

44. Document Management

45. Reporting/3

46. Security and Access

47. Tracking Work

48. Workflow/2

49. JameRemote Terminal (JRT) • The JRT will enable us to uniquely identify a recipient, acknowledge secure delivery, capture changes in descriptive attributes and populate the narrative. SBO WC

50. James Remote Terminal (JRT) • Biometric pad • This device will allow the securing of the data in the device, the logging of the use of the device and the acknowledgement of receipt of sponsored services by the person selected to receive it. • GPRS • Wireless access between the device and the servers will allow instant update of server info, just in time delivery of data to the device, and any other security disabling that becomes necessary • Built in Applications • Using either the keypad or touch-screen, a Care Worker will be able to create, load or update members of the system using predefined data forms. Recording many of the describing attributes directly into the servers databases. These application will be CBO specific. • ERP Interaction • In future, we see the remote terminal being used for business functions at CBO remote or hub offices.