1. Dr. Jörg Bürgi PhD KMU nachhaltig GmbH / SME sustainable Ltd. CH 4803 Vordemwald – j.buergi@kmu-nachhaltig.chj.buergi@kmu-nachhaltig.ch Moderator Sustainable implementation of ethic positioned management systems in SMEs and co-operatives With corporate governance towards efficiency of supply chain management Global Ethics Forum 2015, 25-27 June, Geneva SME Training Contents

2. Outline Experiences with SMEs SME Training Contents World-wide Project Sustainable implementation of ethic positioned management systems in SMEs and co-operatives -With corporate governance towards efficiency of supply chain management

3. SME Training Contents Experiences with SMEs In front: Ideas to solve practical challenges Day-to-day business – delivered to market’s change Prise erosion – global players vs. regional market Supply chain pressure Problems to find / keep customers  Start with asking for positive and negative experiences  Use participant-/team-/theme-orientated methods (TCI Theme Centred Interaction) with on-going evaluation  Open the view for long-term thinking Lack of resources (people / time, finance) People / time: Often short term orientation – minimal time for product and process innovation Minimal or no time for strategic reflection and long term sustainable planning Minimal or no time for long term coaching Minimal or no time for internal trainings of employees Finance: Information / trainings free of charge are frequently used (others not)

4. SME Training Contents Training Contents Managing of daily challenges Time management – what is important, what can be done by others Leadership – to be genuine, grounded, an example – trust, respect, partnership, solidarity, responsibility On-going review of context of company (market, stakeholders [customers, partners, employees, local community, physical environment, financial partners], risks, dialogue) Review / definition of vision, mission, strategies, objectives – long term / sustainable – use of Balanced Scorecard BSC Use management system – systematic, supporting long term survival Review and adaption of needed resources and procedures On-going controlling – use of BSC, GRI … - Management review Reflection and integration of cultural / spiritual / religious backgrounds Enlarging attitudes and knowledge – followed by on-going coaching

5. SME Training Contents Training Contents Issues of Leadership

6. SME Training Contents Training Contents - ISO Model ISO 9001:2015 (final draft)

7. SME Training Contents – following ISO 1. Scope: implementation and evaluation of ethics and sustainability using comprehensive SMEs’ management systems 2. Normative reference: relations to laws, standards, ethical and sustainable models 3. Terms and definitions: ethics, business ethics, sustainability, management – ISO 9000:2015 4. Context of the organisation: understand the company and its context / environment and the changing needs and requirements of its stakeholders – management system and processes 5. Leadership: mission, strategies, commitment, leadership model, company culture, ethical views, organisation and responsibility 6. Planning: Ethics and Sustainability Action Plan with (ethical) risks and aspects, objectives, processes, procedures, improvement programme and measurement 7. Support: resources – competence, training and awareness of managers, employees, suppliers etc. – collaboration with partners – infrastructure, work environment – communication – documented information (leadership model, procedures – records) 8. Operation: operational planning / design – implementation – output to stakeholders 9. Performance evaluation: monitoring and analysis of ethics and sustainability system, management review, communication and reporting on ethics 10. Improvement: non-conformity and corrective actions – continual improvement

8. Vision and Strategies Finance How can we guarantee ouf financial success on long terms? Internal processes / procedures How can we manage our internal procedures effectively and efficiently to satisfy our customers and owners? Customer s How shall we collaborate with our customers aiming to realise our vision? Learning and lnnovation How can we support our potantials for change and growth aiming to realise ourd vision? Balanced ScoreCard On-going Controlling

9. SME Training Contents Reflection of backgrounds Reflection of cultural / spiritual / religious background – issues of SME project Ethics and sustainability in SME leadership and management Ubuntu philosophy and attitudes and behaviours of SMEs in Africa The moral ambition of SMEs in the process of local economic development Asian thinking and ethic codes of SMEs in Eastern Asia Influence of Islamic Banking on SMEs Chinese Philosophy and SMEs Theology of liberation and SMEs Hindu religion and SMEs Buddhist philosophy and SMEs

10. SME Training Contents World-wide Project – 1 Small and medium sized enterprises / companies (SMEs) are the essential players in world-wide society and economy. In most countries they include more than 90% of all companies and employ more than half of the employees. SMEs are generally seen as the main motor of economic development regarding activities all over the world. They are a fundamental pillar of world-wide welfare with indirect impact through taxation of their profits and wages, et cetera. Co-operatives are companies belonging usually to a large number of people and basing on common values. By that co-operatives are an alternative to other forms of companies’ organisation as private limited or public owned companies; they often experience a long history, respectively business past.

11. SME Training Contents World-wide Project – 2 Minimal research concerning the interplay of SMEs / co-operatives, ethics and management systems within their common environment. No consolidated knowledge and procedure about the long-term successful implementation of ethic-positioned management systems. To guarantee a successful implementation of ethic-positioned management systems, a methodology has to be designed and applied by integrating knowledge and experiences of companies. A world-wide research concerning the sustainable implementation of ethic positioned, comprehensive management systems allows to design ways of their successful application (basing on detailed case studies of companies). The project started in May 2014 with already 28 partners from 18 countries (7 from the North, 10 from the South). It last until Summer 2017 and finishes by open supporting seminars for participating companies in their geographical regions as well as academic and practical publications in several languages.