APPLYING A SOCIAL RETURN ON INVESTMENT ANALYSIS TO ADULT LEARNING AND YOUTH WORK MARIE DAILLY AND JIMMY DODDS DUNDEE CITY COUNCIL

SOCIAL RETURN ON INVESTMENT This presentation will cover how we applied SROI to Adult Learning and Youth Work in Dundee. It is based on an Evaluative report Developed from social accounting and cost benefit analysis model Based on set of seven principles :Involving stakeholders; being transparent, not overclaiming,verifying the result Uses a combination of narrative; qualitative and financial measures. Show examples of reports that have brought along SROI reports are quality assured by SROI Network Impact measurement tool and provides a financial proxy value of the impact made. www.sroinetwork.org

WHY UNDERTAKE AN SROI Current Climate Council restructuring Increased competition for resources Demonstrating value for money in an economic measure Understand what the investment is delivering Communicating benefits of outcomes – more than case studies To evidence the prevention agenda Current Climate

FIRST STEP :ESTABLISHING THE SCOPE Were clear about our audience Councillors; Chief Executive; Dundee Partnership; Too big to analyse all the activities of CLD Decided to focus in on Adult Learning and Youth Work Needed to have clear boundaries about what our SROI Analysis would cover

ADULT LEARNING Guidance Community Based Adult Learning Translation And Interpretation College Partnership Courses English for Speakers of Other Languages ADULT LEARNING looked at all aspects of adult learning and narrowed it down to look at the Social Return of Literacies mainly due to the fact that the Literacies Strategy was up for review; timing was good, access to data and learners . The principle can be applied to any aspect of Adult Learning or CLD. Literacies

Xplore 1:1 Support MCMC Accreditation Groupwork Peer Mentor (Volunteering) 1:1 Support MCMC Xplore Accreditation Groupwork

IDENTIFYING OUR STAKEHOLDERS Adult Learning Who do we have an effect on, who has an effect on us Undertook an impact map identified key stakeholders as Learners Family Members Other agencies – employers City Council Which Stakeholders are experiencing significant change.

WHAT DO YOU THINK WOULD CHANGE Learners Changes: Positive impact on people’s personal, family, community life, working life, basic skills improve Council Changes meet Single Outcome Agreement targets Employers Changes – people retained in employment – more able to do job. Identified what would change for people in Literacies and Xplore

LOOKED AT WHAT THE STAKEHOLDERS INVESTED Learners Time Commitment Enthusiasm Council: Tutors Training - £350,000 Accommodation Resources Not able to identify any Investments from others. Felt the Council were already Covered by the learners outcomes So did not follow these through in Order to avoid duplication. No evidence of what employers invested as people came of their own back would be a different story if doing an sroi on work based learning

OUTPUTS – ADULT LEARNING Improved wellbeing Feeling better about myself Increased Confidence Moved into Employment Got a Job – Kept my Job Increase Literacy Skills Involved in my Children’s Learning Read Stories, Do Homework Got a Qualification Made New Friends Joined New Group ADULT LEARNING Outputs Easy to measure outputs. Already had information. Numbers on MIS – database Outcomes: Had good idea From database, SOA reports, Annual Reports, Case Studies – But wanted to double check these were relevant Undertook qualitative open interviews With 20 learners - asking How would you describe the change as a result of Literacies Learning Grouped them into outcomes above. Asked the question How would you describe the change?

OUTPUTS – YOUTH WORK Areas of Impact Improved Wellbeing Improved Health Increased Accreditation/Attainment Reduction in Anti-Social Behaviour Improved Employability Improved Behaviour Areas of Impact

PUTTING A VALUE ON AN OUTCOME Giving each outcome a financial value. Monetisation – assigning a monetary value to things that do not have a price. Approximations – proxies.

ARRIVING AT A SOCIAL VALUE STAKEHOLDER OUTCOME: INDICATOR: FINANCIAL PROXY Learner Increased Confidence participant report on increase in confidence Value of a confidence building course £529.00 Young Person Engagement Improved Lifetime Cost of NEET in Learning attendance £56,301 (average public opportunity at School finance cost) Some proxies are easier to arrive at from SROI proxy database other SROI reports on similar areas. More than one proxy !!!!!

DEVELOPING YOUR OWN PROXIES Extensive research. Find sources of evidence to substantiate your choice. Be able to provide detailed rationale for your choice. ADULT LEARNING YOUTH WORK Areas of Adult Learning didn’t have financial proxy had to develop these. Costs of increased basic skills. Cost of increased parental involvement Extensive research Validate the research More than one source

MEASURING THE CHANGE Questionnaires undertaken with 80 learners. Look at example of questionnaire – all done one:one interview due to literacy difficulties and length. Question asked on each outcome. Need to ensure don’t double count the outcomes – in the analysis. Establishing how long – outcomes lost – we are only looking at our SROI over a year.

MEASURING THE CHANGE, XPLORE

DEADWEIGHT AND ATTRIBUTION Would this change have happened anyway – without your intervention. Who else helped make this change. This is an estimate – can look at benchmarking against people with same issues who didn’t take part in your service. Need to ask the question in your research

DID ANYONE ELSE HELP MAKE THIS CHANGE AND BY HOW MUCH Then calculated how much by. These contributions taken off the fund analysis.

CALCULATING YOUR RETURN 68 =(amount of change) x £56,301 (financial proxy) x 0.86 (dead weight) x 0.60 (attribution) = £1,975,489.48 Investment of £716,929 SROI return based on research, £1,975,489.48 / £716,929 = £2.75 Total worked with 562/80=7.025 SROI £2.75x7.025=£19.31 £19.31 : £1 (saving to public finance)

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