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Strategy Documents
I05/2011




Public Affairs

How to manage CSR
programs efficiently and
convert them into feasible
projects
                     Which Project Management codes should be applied in the direction of
                     Corporate Social Responsibility programs? Why and where do projects which
                     do not end well fail so often? Which possible criteria or indicators are the most
                     appropriate for selecting the best CSR projects to be carried out?

                     Frequently, we develop projects within an                   of Britain Winston Churchill said: “I am just
                     organization: the company or business directors             preparing my impromptu remarks.” This is
                     plan their programs annually and fill them with              planned improvisation.
                     projects to be executed with the objective of            2. Processes: these are repetitive sequences of
                     putting such projects into action, converting them          actions which we often carry out, as a response to
                     into reality. But usually there are initiatives that        something continuous and specific. Professional
                     do not fit into this framework, isolated initiatives,        routines in each area or sector fall into this
                     results of improvisation, or processes that are             category. The processes are essential in order to
                     repeated one after the other.                               carry out 80% of work in many organizations,
                                                                                 but within them lies the seed of a failure or
                     Company directors undertake 3 fundamental types             difficulty to innovate. It is important to discover
                     of initiatives in their day to day, according to Jaume      which tasks are being processed needlessly, and
                     Ribera, Professor of the Department of Production,          the other way round.
                     Technology and Operations Direction at IESE:             3. Projects: these are drawn up or developed
                                                                                 periodically, in a single sequence. What is
                     1. Improvisation: without responding to any plan,           important is how we do not prepare for them.
                        they are difficult to follow, to learn from and,         Projects, as well as processes and unlike
                        therefore, to teach at a later stage. In order to        improvisations, can be analyzed, followed, learnt
                        improvise well, with a guarantee of success,             and taught, we can form an opinion from them
                        you must be a great expert on the subject. In            and undertake a continuous improvement.
                        the current cycle of accelerated disruptive              Projects represent a coordinated effort within
                        innovation and the appearance of highly                  the entire organization which extends over a
                        innovative companies, the space for innovation           determined period of time, they start and they
                        and no preparation has once again opened up,             finish, to achieve an objective under certain
                        although in a different and, to some extent,             specifications, involving a complex series of
                        planned manner. As the once Prime Minister               elements and resources of a differing nature.
How to manage CSR        In fact, to create a process we initially create a project,   With regard to the dimensions of a CSR project,
 programs efficiently     that is to say, companies that propose drawing up their       according to Professor Ribera we can describe 5
 and convert them
 into feasible projects   first Corporate Responsibility report initially prepare a     different ones:
                          project, the first Sustainability report, which thereafter
                          must become an annual process, repeated every year,           1.	 Efficiency: meet deadlines, honor the schedule
                          not necessarily a routine but a permanent collection,             set initially.
                          analysis, selection and publication of data.                  2.	 Impact: to third parties, be they consumers,
                                                                                            employees or other stakeholders.
                          Obviously the projects show a greater interest, they          3.	 Team: impact on its members, especially
                          are more interesting than the processes, as there is              on their commitment with the project and
                          an intention of achieving something more specific                 possible desertions.
                          and they form part of a complete program, in this             4.	 Results: return on investment, increase in the value
                          case the global CSR program of a company.                         of the brand, capacity to attract better resources, etc.
                                                                                        5.	 Preparation: for the future, new technologies
                          What dimensions do projects have?                                 and tools to apply, new capacities and talent to
                          Ultimately, we can describe 3 key aspects which                   incorporate.
                          every project must include and which must be
                          managed correctly:                                            The cycle and processes of
                                                                                        Project Management
                          1.	 Cost: what is the economic cost for drawing up the        There are four technical phases through which all
                              first report, following on from the last example, or      projects should pass, bearing in mind, as we have
                              for updating of the workspace and converting it           defined, that it should always have a beginning
 ‘One of the                  into a healthy and sustainable area?                      and an end:
    key skills            2.	 Time: how many weeks, months or even years
                              are needed to implement, develop and finish               1.	 Beginning: analyze the viability, document the
   needed to                  the project, what time span are we talking                    case with examples of the same CSR practices in
       achieve                about and is it acceptable by the organization,
                              as in the case for cost?
                                                                                            other companies, preferably of the same sector, and
                                                                                            choose the team (internal or multidisciplinary).
   success in             3.	 Specifications: what scope does the project have,         2.	 Planning: draw the roadmap outlining the plan
the develop-                  what areas are involved, is all the organization
                              included or not, and quality as well, what level of
                                                                                            for the project (Human Resources, Finance,
                                                                                            Quality, Communications and Relationship
      ment of                 quality, excellence and precision? Do we want,                with Stakeholders).
     projects,                for example, to develop a good stakeholder
                              map, including a detailed categorization and
                                                                                        3.	 Execution: create the deliverables and control the
                                                                                            scope, costs, quality, associated risks (reputation
especially in                 prioritization depending on different variables?              itself) and key issues that may arise, damaging
   intangible                                                                               issues that may ruin the project.
                          Project life cycle                                            4.	 End: reduce the project by gradually releasing
      areas, is                                                                             people from the team, managing the deliverables
    flexibility                                                                             at the discretion of the company and later
                                                                                            making a complete review of the entire project.
       and the                                    Initiation

                                           Post
  capacity to                         Implementation            Project
                                                               definition
                                                                                        At times, projects have a different nature and we
                                          Review                                        must know what we want to accomplish and how
        adapt.’                              MPMM Project                               we want to do it:
                           Closure                                          Planning
                                              Life Cycle
                                         Monitoring             Detailed                1.	 Traditional: we know the ‘what’ and the ‘how’
                                         and control            Planning                    (Number Painter Syndrome).
                                                                                        2.	 Adaptive: we know the ‘what’ but not the ‘how’
                                                    Execution
                                                                                            (Search Syndrome).
                                                                                        3.	 Emerging: we don not know the ‘what’ but we do
                          Source: MPMM, 2011.                                               the ‘how’ (Hammer Syndrome).
                                                                                        4.	 Extremes: we do not know the ‘what’ nor the
                                                                                            ‘how’ (Lost in Fog Syndrome).
                          One of the key skills needed to achieve success in the
                          development of projects, especially in intangible areas
                                                                                        Projects also go through different psychological phases,
                          such as Corporate Social Responsibility, is flexibility
                                                                                        depending on the mood of the team and its progress:
                          and the capacity to adapt to circumstances or events
                          which are necessarily changing. It is important
                                                                                        •	 Enthusiasm: especially at the beginning.
                          to prioritize, in this case, depending on acquired
                          commitments by the Managing or Executive Board                •	 Disillusionment: with the first problems.
                          and other authorities in the company: CSR committee           •	 Panic: with the serious problems
                          and department, other departments involved, etc.                 and the first desertions.



                                                                                                                                      Insights    2
How to manage CSR        •	 Search for a guilty person: with                     Depending on the phases, the problems tend to be:
programs efficiently        the negative turn of events.
and convert them
into feasible projects   •	 Blame the most innocent person:                      1. Beginning:
                            with the failure of the project.                        •	 The plan has been imposed.
                                                                                    •	 There is an excess of optimism.
                                                                                 2. Planning:
                         What makes a difficult project fail?                        •	 There has been no negotiation of deadlines.
                         There are 5 factors which can lead to a project            •	 Important actions have been ignored.
                         experiencing different types of complications and          •	 There is no real team.
                         even go into a spin:                                       •	 It is a linear plan, when it should be
                                                                                       iterative (various actions occurring at the
                         1. Novelties: an issue derived from another that              same time, not one after the other).
                            was not initially considered, a break with what      3. Execution:
                            was established at the beginning.                       •	 Bad management.
                         2. Technology: depending on the low, medium,               •	 There is no monitoring.
                            high or very high level of technology which we          •	 Bad communication.
                            are using.                                              •	 There is competition to obtain resources.
                         3. Complexity: a need to assemble different aspects        •	 There are no rapid results.
                            and create interaction systems.                      4. End:
                         4. Master copy: the most complicated issue to manage.      •	 The project is not closed down
                         5. Rhythm: three types possible, normal,                      in time if it is not successful.
                            competitive, critical in time.                          •	 There is no learning from mistakes made.
    ‘We can
                                                                                 Indicators for the selection
   establish             The unknown as the cause
                                                                                 of CSR projects
     certain             of project failure
                                                                                 We can establish certain criteria which are useful
     criteria             What                                   What we know
                                                                                 for the classification of projects in the company
                                                                                 which have a natural link to Corporate Social
  which are               we know                                we don’t know
                                                                                 Responsibility. In any case, we must first establish
  useful for                                                                     2 categories:

the classifi-                                                                     1. Requirements: they are qualifying criteria which
   cation of                                                                        must be present, so that the projects are initially
                                                                                    taken into account, pass the first screen.
    projects                                                           What we
                                                                 don’t know we   2. Facilitators: they are winning criteria that decide
      in the                                                        don’t know      which projects finally win and become ongoing.

   company                                                                       Possible CSR criteria:
which have               Source: Boston College, 2011.
                                                                                 •	 Social impact.
   a natural                                                                     •	 Alignment with mission, vision and values.
     link to             Projects fail for different reasons:                    •	 Alignment with business strategy.
      CSR.’              •	 The team has been badly chosen.
                                                                                 •	 Link with people and employees.
                                                                                 •	 Transparency.
                         •	 The project has been badly chosen (it
                            is only an unrealizable dream).                      •	 Measurable impact.
                         •	 Incorrect prioritization.                            •	 Support from CEO.
                         •	 The objective is not well defined.                   •	 Innovating character.
                         •	 Disregard that there is more
                            than one ongoing project.                            Conclusions: some advice
                         •	 Not all affected stakeholders                        not to be forgotten
                            are taken into account.                              Projects tend to grow by nature and it is therefore
                         •	 There is a lack of commitment in the team.           important to limit them from the start, to know what
                                                                                 goes in to the project and what remains outside it.
                         •	 There is no common objective.
                                                                                 Selection is key to know which projects to develop
                         •	 No serious and responsible                           and overcome the usual dichotomy project volume/
                            team at one’s disposal.                              time to execute it. CSR criteria should help us to
                         •	 Not knowing what represents                          choose correctly and must be as precise as possible,
                            success in the project.                              also adapted to each organization.




                                                                                                                           Insights   3
©2011, Corporate Excellence - Centre for Reputation Leadership
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How to manage CSR programs efficiently and convert them into feasible projects

  • 1. Insights Strategy Documents I05/2011 Public Affairs How to manage CSR programs efficiently and convert them into feasible projects Which Project Management codes should be applied in the direction of Corporate Social Responsibility programs? Why and where do projects which do not end well fail so often? Which possible criteria or indicators are the most appropriate for selecting the best CSR projects to be carried out? Frequently, we develop projects within an of Britain Winston Churchill said: “I am just organization: the company or business directors preparing my impromptu remarks.” This is plan their programs annually and fill them with planned improvisation. projects to be executed with the objective of 2. Processes: these are repetitive sequences of putting such projects into action, converting them actions which we often carry out, as a response to into reality. But usually there are initiatives that something continuous and specific. Professional do not fit into this framework, isolated initiatives, routines in each area or sector fall into this results of improvisation, or processes that are category. The processes are essential in order to repeated one after the other. carry out 80% of work in many organizations, but within them lies the seed of a failure or Company directors undertake 3 fundamental types difficulty to innovate. It is important to discover of initiatives in their day to day, according to Jaume which tasks are being processed needlessly, and Ribera, Professor of the Department of Production, the other way round. Technology and Operations Direction at IESE: 3. Projects: these are drawn up or developed periodically, in a single sequence. What is 1. Improvisation: without responding to any plan, important is how we do not prepare for them. they are difficult to follow, to learn from and, Projects, as well as processes and unlike therefore, to teach at a later stage. In order to improvisations, can be analyzed, followed, learnt improvise well, with a guarantee of success, and taught, we can form an opinion from them you must be a great expert on the subject. In and undertake a continuous improvement. the current cycle of accelerated disruptive Projects represent a coordinated effort within innovation and the appearance of highly the entire organization which extends over a innovative companies, the space for innovation determined period of time, they start and they and no preparation has once again opened up, finish, to achieve an objective under certain although in a different and, to some extent, specifications, involving a complex series of planned manner. As the once Prime Minister elements and resources of a differing nature.
  • 2. How to manage CSR In fact, to create a process we initially create a project, With regard to the dimensions of a CSR project, programs efficiently that is to say, companies that propose drawing up their according to Professor Ribera we can describe 5 and convert them into feasible projects first Corporate Responsibility report initially prepare a different ones: project, the first Sustainability report, which thereafter must become an annual process, repeated every year, 1. Efficiency: meet deadlines, honor the schedule not necessarily a routine but a permanent collection, set initially. analysis, selection and publication of data. 2. Impact: to third parties, be they consumers, employees or other stakeholders. Obviously the projects show a greater interest, they 3. Team: impact on its members, especially are more interesting than the processes, as there is on their commitment with the project and an intention of achieving something more specific possible desertions. and they form part of a complete program, in this 4. Results: return on investment, increase in the value case the global CSR program of a company. of the brand, capacity to attract better resources, etc. 5. Preparation: for the future, new technologies What dimensions do projects have? and tools to apply, new capacities and talent to Ultimately, we can describe 3 key aspects which incorporate. every project must include and which must be managed correctly: The cycle and processes of Project Management 1. Cost: what is the economic cost for drawing up the There are four technical phases through which all first report, following on from the last example, or projects should pass, bearing in mind, as we have for updating of the workspace and converting it defined, that it should always have a beginning ‘One of the into a healthy and sustainable area? and an end: key skills 2. Time: how many weeks, months or even years are needed to implement, develop and finish 1. Beginning: analyze the viability, document the needed to the project, what time span are we talking case with examples of the same CSR practices in achieve about and is it acceptable by the organization, as in the case for cost? other companies, preferably of the same sector, and choose the team (internal or multidisciplinary). success in 3. Specifications: what scope does the project have, 2. Planning: draw the roadmap outlining the plan the develop- what areas are involved, is all the organization included or not, and quality as well, what level of for the project (Human Resources, Finance, Quality, Communications and Relationship ment of quality, excellence and precision? Do we want, with Stakeholders). projects, for example, to develop a good stakeholder map, including a detailed categorization and 3. Execution: create the deliverables and control the scope, costs, quality, associated risks (reputation especially in prioritization depending on different variables? itself) and key issues that may arise, damaging intangible issues that may ruin the project. Project life cycle 4. End: reduce the project by gradually releasing areas, is people from the team, managing the deliverables flexibility at the discretion of the company and later making a complete review of the entire project. and the Initiation Post capacity to Implementation Project definition At times, projects have a different nature and we Review must know what we want to accomplish and how adapt.’ MPMM Project we want to do it: Closure Planning Life Cycle Monitoring Detailed 1. Traditional: we know the ‘what’ and the ‘how’ and control Planning (Number Painter Syndrome). 2. Adaptive: we know the ‘what’ but not the ‘how’ Execution (Search Syndrome). 3. Emerging: we don not know the ‘what’ but we do Source: MPMM, 2011. the ‘how’ (Hammer Syndrome). 4. Extremes: we do not know the ‘what’ nor the ‘how’ (Lost in Fog Syndrome). One of the key skills needed to achieve success in the development of projects, especially in intangible areas Projects also go through different psychological phases, such as Corporate Social Responsibility, is flexibility depending on the mood of the team and its progress: and the capacity to adapt to circumstances or events which are necessarily changing. It is important • Enthusiasm: especially at the beginning. to prioritize, in this case, depending on acquired commitments by the Managing or Executive Board • Disillusionment: with the first problems. and other authorities in the company: CSR committee • Panic: with the serious problems and department, other departments involved, etc. and the first desertions. Insights 2
  • 3. How to manage CSR • Search for a guilty person: with Depending on the phases, the problems tend to be: programs efficiently the negative turn of events. and convert them into feasible projects • Blame the most innocent person: 1. Beginning: with the failure of the project. • The plan has been imposed. • There is an excess of optimism. 2. Planning: What makes a difficult project fail? • There has been no negotiation of deadlines. There are 5 factors which can lead to a project • Important actions have been ignored. experiencing different types of complications and • There is no real team. even go into a spin: • It is a linear plan, when it should be iterative (various actions occurring at the 1. Novelties: an issue derived from another that same time, not one after the other). was not initially considered, a break with what 3. Execution: was established at the beginning. • Bad management. 2. Technology: depending on the low, medium, • There is no monitoring. high or very high level of technology which we • Bad communication. are using. • There is competition to obtain resources. 3. Complexity: a need to assemble different aspects • There are no rapid results. and create interaction systems. 4. End: 4. Master copy: the most complicated issue to manage. • The project is not closed down 5. Rhythm: three types possible, normal, in time if it is not successful. competitive, critical in time. • There is no learning from mistakes made. ‘We can Indicators for the selection establish The unknown as the cause of CSR projects certain of project failure We can establish certain criteria which are useful criteria What What we know for the classification of projects in the company which have a natural link to Corporate Social which are we know we don’t know Responsibility. In any case, we must first establish useful for 2 categories: the classifi- 1. Requirements: they are qualifying criteria which cation of must be present, so that the projects are initially taken into account, pass the first screen. projects What we don’t know we 2. Facilitators: they are winning criteria that decide in the don’t know which projects finally win and become ongoing. company Possible CSR criteria: which have Source: Boston College, 2011. • Social impact. a natural • Alignment with mission, vision and values. link to Projects fail for different reasons: • Alignment with business strategy. CSR.’ • The team has been badly chosen. • Link with people and employees. • Transparency. • The project has been badly chosen (it is only an unrealizable dream). • Measurable impact. • Incorrect prioritization. • Support from CEO. • The objective is not well defined. • Innovating character. • Disregard that there is more than one ongoing project. Conclusions: some advice • Not all affected stakeholders not to be forgotten are taken into account. Projects tend to grow by nature and it is therefore • There is a lack of commitment in the team. important to limit them from the start, to know what goes in to the project and what remains outside it. • There is no common objective. Selection is key to know which projects to develop • No serious and responsible and overcome the usual dichotomy project volume/ team at one’s disposal. time to execute it. CSR criteria should help us to • Not knowing what represents choose correctly and must be as precise as possible, success in the project. also adapted to each organization. Insights 3
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