To inform, inspire and advocate

 

Issue 21 – December 2007
ISSN 1177-0821

 

Download print-friendly COPY of print edition here (pdf)

 

 

NEW DIALOGUE – ONLINE CONTENTS LIST

 

FOCUS ON:

Ageing in Aotearoa New Zealand

 

£            Christmas: a special time to share with ‘older New Zealanders’ Volunteering New Zealand

£            Profile: Joan Lardner-Rivlin - Living proof indeed!

£            Strategy aims to improve the lives of older
New Zealanders Office for Senior Citizens

£            Overview of research on ageing New Zealand
Institute for Research on Ageing

£            The ten myths of ageing Age Concern New Zealand

£            Advocating for a just and compassionate society
 NZ Council of Christian Social Services

With additional:

£            Information links and sources

 

Sector issues: Accounting services

 

£            Are you getting what you need? Audits, reviews and other accounting services www.nzica.com/nfp

 

Federation Focus

 

£            How to give Board members a lift up NZFVWO President, Fran Hoover

£            Massive returns on investment in voluntary organisationsExecutive Director, Tina Reid

 

Items may be reproduced, provided the source and, where identified, the writer is acknowledged. We welcome contributions – the next edition of New Dialogue will be published in February/March 2008.

 

 

Sector strength comes from a collaborative voice.

 

NZFVWO is an active network of social service organisations. We offer a unique opportunity to be involved in strengthening community and voluntary services and increasing the influence and power of the sector.

 

In addition to leading and managing sector-focused projects, NZFVWO publishes New Dialogue and Law Scene.

New Dialogue is published four times a year, in two versions: as a six-page print publication and electronically as an online edition with extended content. Each edition of New Dialogue is focused on a selected special theme with provocative contributions provided from across the sector. Both versions of New Dialogue are distributed for free. Subscribe here 

 

Law Scene is published ten times a year. Subscribe here 

 

A record of the Federation’s activity, including listings of events and resources relevant to the community and voluntary sector, is regularly updated and maintained at www.nzfvwo.org.nz

 

CONTACT US

 

Phone: (04) 385 0981

Executive Director
ed@nzfvwo.org.nz

Membership
marketing@nzfvwo.org.nz

Communications
comms@nzfvwo.org.nz

 

FOCUS ON: Ageing in Aotearoa New Zealand

 

 

Christmas: a special time to share with ‘older New Zealanders’

Tim Burns, Executive Director, Volunteering New Zealand

 

 

The Christmas holidays are rightly regarded as a special time for families to gather, and for children to take centre stage.

 

That’s as it should be, but this is also a time for recognising that Christmas is equally about remembering the importance of the ‘older New Zealanders’ in our communities, be they our parents, grandparents, friends or neighbours. We should specially remember those who are single and live alone and those who are are not in the best of health and cannot get out and about.

 

It is at Christmas time, a time especially of reviving memories and looking ahead to another year, that a sense of loneliness can be most acute.

 

At Elizabeth Memorial Hospital, which I managed for some years, there were those who had no family and no friends other than the staff who cared for them and a small team of volunteers who provided extra support. Making Christmas special for our residents was our challenge. From this experience this is clearly an aspect of Christmas that highlights the challenges of making the concept of positive ageing a reality for everyone.

 

It is often the work of volunteers, and those who work through the holiday season, that combines to bring a genuine Christmas spirit to people in the community, a spirit that regards all families as extended families and a spirit that puts a special emphasis on respecting our kaumatua, our kuia, our elders, our older people..

 

Profile: Joan Lardner-Rivlin       Living proof indeed!

 

 

Joan Lardner-Rivlin is living proof of an active retirement.

 

At 80 (going on 60) the list of Joan’s current roster of service positions in or beyond Auckland is an exhaustingly long list that is more akin to an A to Z directory.

 

Perhaps her many years being around young people as a youth worker can explain an energy level which sees Joan involved in organisations as diverse as: Age Concern, the Auckland District Council of Social Services (she was a founder of the national Council), a number of Citizens Advice Bureaux, budgeting services and community facilities trusts, the Physically Handicapped and Able Bodied clubs (which she introduced to New Zealand) and community access radio (Planet FM).

 

On top of which she has also found time, somehow, to hold positions on an advisory committee or two, as well as the Ministry of Social Development Older Peoples Reference Group and the North Shore Disability Advisory Group.

 

As could be expected Joan is a life member of several organisations, but most importantly she is a ‘member of life’ whose philosophy on retirement is that “it means I can now say I won’t be into the office till 9.30am”.

 

Before settling in New Zealand in the 1970s, South Africa born Joan had studied social and health work at the London School of Economics and worked in community development in Zambia and Hong Kong. The lack of organised youth work in Auckland was in stark contrast to her experience in Hong Kong and she was soon involved in founding a Youth Workers Association. Joan is aware that her lifetime could be viewed as a book ‘waiting to be written’, but for now she is more interested in keeping some family stories alive for her three children, such as the story of the knack her Jewish father, born in Russia, had for playing multiple games of chess, blindfolded.

 

Joan has a pragmatic outlook on the limits of positive ageing as a concept. “Positive ageing is really a matter of how long you continue to have a modicum of good health, so I strongly advocate that there should be as much help as possible for older people to ensure they can access dental services easily, and receive support for hearing aids and spectacles... these aren’t luxuries, they’re necessities for a good quality of life and without such kinds of assistance it’s a challenge to age positively”.

 

Note: Joan received a Queen’s Service Medal for services to the community in the 2007 Queen’s Birthday Honours.

 

 

Did you know? Information Sources

 

 

·       In line with projections that we will live longer, the percentage of the population who will be aged 65 and     over by 2021 is 17.6%. The percentage aged 85+ will climb.

·       It is a demographic trend that we are all greying! The median age of New Zealanders in 1996 was 26 years, in 2006 it was 35.9 years and in 2051 it will be 46 years.

·       At the 2006 Census, 15 percent of the older population reported being involved in formal volunteer work.

This year Statistics New Zealand produced a 166-page collection of data on the demographic and socio-economic characteristics of older New Zealanders (aged 65 years and over). This can be downloaded from www.stats.govt.nz/analytical-reports/new-zealand-65plus-population.htm

If a city is good for older people, it improves the quality of life for everyone, including people with disabilities. Are you living in an age-friendly city?

Age Concern has a link to a World Health Organisation project on this topic – www.ageconcern.org.nz/files/img/Global_age_friendly_cities_Guide.pdf

In addition, the following booklets can be obtained on request:

·       Ageing is Living - A guide to positive ageing - from Age Concern New Zealand, www.ageconcern.org.nz

·       Coming of ... age: Bring on the baby boomers! – from www.presbyterian.org.nz or email info@presbyterian.org.nz

 

 

 

Strategy aims to improve the lives of older New Zealanders

Natalie Lavery, Director, Office for Senior Citizens

 

 

New Zealand is acknowledged internationally as being at the forefront of positive ageing since the New Zealand Positive Ageing Strategy was launched by the Minister for Senior Citizens on 10 April 2001.

 

The Strategy puts into action Government’s commitment to promote the value of older people and affirms their importance in the community. It sets out the Government’s vision for a society where everyone can age positively and where older people are highly valued for their knowledge, skills and experience.

 

Positive ageing principles are a key feature of the Strategy and provide a framework within which policy with implications for older people can be understood and developed. Ten goals guide the development of policies and services across central, regional and local government.

 

When the Strategy was approved, Cabinet agreed that an interdepartmental positive ageing action plan be developed to include work items from departmental work programmes, with progress on these work items to be reported to Cabinet each year. 

 

This is the seventh Action Plan produced by the Office for Senior Citizens since the Strategy was released in 2001. Part of the value of the Action Plan and Report is that it reminds central and local government to keep positive ageing in mind while they develop their work programmes.

 

The document provides the public with an overview of some of the work that is being undertaken by a variety of government agencies around the country. It is a good platform from which to commence a dialogue, particularly with local councils, on the programmes and services they provide for older people in their communities.

 

Each year agencies are asked to include new and interesting work items in the Action Plan. Many other policies and programmes which are ‘business as usual’ activities are not featured, but can be viewed on various agency websites. 

 

Achievements for 2006-2007 include huge investments by both central and local government in improving housing for older people with better insulation, cheaper rates and better security for council pension flats.

 

There was also good progress achieved in safety and security initiatives including amendments to the enduring powers of attorney legislation, the development of a code of practice for home equity conversion schemes, and specific training for Work and Income staff in recognising and responding to elder abuse.

 

Highlights for the year ahead include the upgrade of more than 1,500 Auckland City pensioner Housing New Zealand units, improved roads and footpaths in Auckland and Hastings, and interest free loans for older rural people to insulate their homes.

 

“The Ministry of Research and Technology will be developing a five year longitudinal research programme investigating the quality of life for 5,000 older people.

 

It is important to note that the Action Plan does not give a strategic overview of the wellbeing of older people in New Zealand. This has been provided in the first Positive Ageing Indicators 2007 report, published by the Ministry of Social Development. The Indicators Report presents objective statistical information, identifies key issues for further action, and will assist with future planning and decision making.

 

Wide community support has been received during the production of this Action Plan and Report, particularly from local councils working on positive ageing initiatives in their communities. This year an additional ten local government authorities have contributed, bringing the total number of local government authorities featured in the Action Plan to 31.

 

The Office for Senior Citizens appreciates the enthusiasm of the local government sector for the New Zealand Positive Ageing Strategy, and is greatly encouraged by the commitment of councils to positive ageing initiatives for people in their cities and towns.

                                                                                                                                                                       

You can find out more about the Positive Ageing Strategy and the Positive Ageing Indicators report at www.msd.govt.nz

 

Overview of research on ageing

Sally Keeling, Director, NZ Institute for Research on Ageing

 

 

The New Zealand Institute for Research on Ageing (NZiRA) is based at Victoria University of Wellington. Sally Keeling, NZiRA Director, offers some answers to key questions:

 

Q: Are we a society that cares for our older citizens?

A: At some levels, yes (best universal pension system in the world, first country to remove compulsory retirement) but there are signs of increasing complexity, along with some worrying aspects of risk.  Examples here would be Age Concern reports of the scope and types of elder abuse reported to their services, and the relatively low rates of pay for those who work in the aged care sector, both in residential and home-based care services.

 

Q: To what extent are older people “hidden away”?

A: The risks of marginalisation of frail older people from wider society have been well recognised by gerontologists and social scientists for many years, and in some ways, the “positive ageing” movement has distanced itself from those who do not conform to the current images of bungy-jumping grandmothers and veteran athletes. Those who suffer from the advanced stages of some of the classic diseases of old age, such as dementia, Parkinsons and arthritis  can face huge barriers to inclusion.  Social isolation and depression, including high suicide risk in older men, are recognised as silent and invisible epidemics of contemporary society. Our high rates of institutionalisation of the most frail, and concerns about the quality of care in these settings are further suggestions of “out of sight, out of mind”. 

 

Q: Are patterns of family care in New Zealand different from other developed nations?

A: There is a broad similarity. Internationally we know, for instance, that roughly 80% of the help, care and support received and needed by older people comes from family and community sources. The other 20% involves specialist expertise, public funding or private providers. Questions will arise “on the margins” of this picture. Gaps can and do occur if the connection between the 80% and the 20% is blurred, or if it isn’t working at its best.

 

Q: What benefits could a Carers Strategy provide?

A: Having a Carers Strategy is certainly likely to raise the profile of family care, and should provide a clear policy framework for this recognition to be extended, and developed through training, the right to flexible work arrangement recently passed into law, and improved services such as respite care.

 

Q: Are there cross-cultural models we could learn more from?

A: We are fortunate in this country to share in a variety of cultural traditions. Even so everyday actions based on respect, and the values of aroha and whanaungatanga need to be translated into practical ways of supporting older people to live their lives with dignity, and to be engaged with their families and communities. My concern is that the potential for stronger bonds are under challenge from an increasingly mobile population, with an emerging pattern that is seeing families dispersed between countries and around the world.

 

Q: Are there other new phenomena to be aware of?

A: The main thing is that we should expect to experience a growing complexity on every front. The ‘baby boomer’ generations have grown up with the notion that the world can be changed, so one wouldn’t expect them to go quietly into the night, and that should make for interesting times ahead.

 

Q: How can voluntary welfare organisations contribute to research into the implications of an ageing population?

A: The New Zealand Institute of Research on Ageing has a byline ‘Understanding ageing through research and partnerships’. We are always open to working with organisations in any or all of these ways. Further information including details on how to contact us can be found at www.vuw.ac.nz/nzira  As we head into another local government election, expect the usual catch cries to ring out.

 

The ten myths of ageing

Jill Williams, National President, Age Concern & Alistair Stewart, Communications Manager, Age Concern

 

 

Age Concern’s work for the rights and well-being of older people, koroua and kuia includes a focus on being our very own mythbusters. We call them the ten myths of ageing, and we believe they lead directly to ageism, which in turn lays the foundations of elder abuse and neglect.

 

The first myth is that growing old is a depressing topic filled with decline and loss. The truth is that every indicator of older people’s welfare is rocketing upward.  Life expectancy, health, lifelong education, and economic welfare are all improving every year throughout the world.

 

A second myth is that older people are all the same. In fact, differences in gender, genetics, lifestyle and outlook make older people the most varied of any age group.  Age Concern’s challenge is to celebrate the people experiencing positive ageing, without losing sight of those less fortunate.

 

The third myth is that older people must be frail. In fact, the great majority of people remain physically active well into later life.

 

A related myth says ‘you can’t teach an old dog new tricks’.This is dead wrong. New research has shown that older brains, right up to 80 and 90-year-olds, can match or outperform younger brains.

 

The fifth lie is that old people are economic burdens. The truth is that older people make a huge contribution. They are the fastest growing sector of the workforce and add even more to the voluntary and unpaid sector.  For many families, older people provide the childcare and support which lets other family members work.

 

Myth number six denies older people the right to work. Some employers believe older workers must be less productive than younger people. In fact, workers’ performance does not appear to be significantly impaired by age. Despite this, some older job seekers have difficulty finding work. This is obviously a tragedy for them.  It’s also bad for our economy to waste such a valuable resource while there are skills shortages. Age Concern also disputes a recent Statistics New Zealand report that one-in-five older people have workplace accidents, as it drew faulty conclusions.

 

The seventh myth is that growing older means loneliness and depression. It is true that losing friends, family and colleagues is a part of later life.  However, social centres and community carers such as Age Concern’s Accredited Visiting Service, which trains volunteers to visit socially isolated older people in their own homes, do a lot to keep older people involved in their communities.

 

The eighth group of stereotypes concern older people and money: they’re either seen as poverty-stricken  or jetting off overseas for luxury holidays. The truth is that older people, just like everyone else, have a range of incomes, although they remain the poorest group of adults in our society.  Superannuation is the only income for most retired people, and that only provides for a basic lifestyle.

 

The ninth myth denies older people’s sexuality. The truth is that many older people want – and have – active and satisfying sex lives.

 

And the last of the myths is that older people are more likely to be victims of crime. The opposite is true: over 60s are by far the safest group in our society. Age Concerns which operate Elder Abuse and Neglect Prevention Services still report too many older people are experiencing elder abuse and neglect though.

 

Our challenge is to get the truth about ageing out there.  It won’t be an easy fight as attitudes are lagging years behind the new realities of ageing. However, one in four New Zealanders will be aged 65 or older by the middle of this century. As increasing numbers of vital and positive older people become visible throughout society, we look forward to the day when ageism fades away.

 

Age Concern New Zealand He Manaakitanga Kaumatua Aotearoa, provides strategic leadership on issues affecting older people and supports the development of local councils. As an organisation it depends on thousands of volunteers and some paid staff working in 35 Age Concern councils, associates and branches from Kaitaia to Southland. See www.ageconcern.org.nz for more information on Age Concern and ageing.

 

Working beside older people to achieve justice & compassion …

Paul Barber, Policy Advisor, NZ Council of Christian Social Services

 

 

What should a just and compassionate society for older people be like? It is about social transformation that brings better lives for older people who are at the margins, a society where their voices are heard and they able to live fulfilled lives with dignity.

 

Throughout the country the Christian social services agencies represented by the NZ Council of Christian Social Services (NZCCSS) are providing a huge range of support and care services such as drop-in centres and day care, home support services, residential aged care, supported rental accommodation and retirement villages.

 

Our ageing society is a huge social achievement! It is the greatest gift our generation has received that we can expect to live longer and in better health than any generation before. Talk of older people as a burden on society, taxpayers and health services is ageist and unfair. In the future older people will most likely be generally healthier than today and will continue their already essential social and financial contributions well into advanced age.

 

There are however increasing risks for older people with few assets and low incomes and/or high needs whose options for access to services and appropriate living situations are limited and not ideal. Without careful planning for future needs across all aspects of support and care, many older people may be left much worse off than today.

 

NZCCSS is advocating for a robust continuum of support and care with a holistic approach to services that recognises the spiritual, social and health support needs of older people.

 

Flexibility in care and support services is becoming increasingly important and the future will see far more movement between types and levels of care. Policy and funding models must support this. Flexible packages of care and support that are funded across all accommodation settings would help to allow older people and those funding and providing the services to choose the best possible options.

 

A wider range of affordable accommodation options that are matched with appropriate support services will be needed, as well as more help with home maintenance and modification to meet the needs of the increasing number of older people with greater needs living in the community.

 

Urgent work is being done right now on making caring for older people an attractive place to work. Changing attitudes in society towards care for older people goes together with an action plan for the workforce that includes funding for quality training, attractive career options and appropriate employment conditions.

 

Supporting older people to make their own good choices about how they wish to live and build support networks they require is the way towards a truly just and compassionate society. It is also an investment in wider social wellbeing that cannot be captured in narrow assessments of market financial sustainability.

 

NZCCSS represents the Anglican Care Network, the social services of the Baptist, Catholic and Presbyterian Churches as well as the Methodist Church and the Salvation Army.www.nzccss.org.nz

 

 

Sector issues : Accounting services

 

 

Are you getting what you need? Audits, reviews and other accounting services

Carolyn Cordery, - Victoria University and Chair NZICA Not-for-Profit Sector Advisory Committee; and Helen Prangnell – Director – Professional Standards New Zealand Institute of Chartered Accountants

 

 

It’s almost that time of the year again when networking conversations turn from “where are you spending your holidays” to the more pressing question of “and do you know of a (good/cheap/available) auditor?” Sometimes it seems that voluntary organisations pounce on anyone foolish enough to carry a calculator in their handbag, identify them as an accountant, and expect them to be qualified to carry out the ‘required’ audit.

 

We would like you to spend more time networking positively this year and less time trying to find an elusive auditor, because we believe you will be more satisfied with your accountant if you really know what it is that you need. We find that too often organisations, their members and funders demand an audit when it is not really necessary.

It has often been said that audit is the most misused word in the English language. Historically, it described the verbal account given by a steward to the landed gentry. The problem is that the demands for this simple accountability mechanism have exploded in what Michael Power calls our “audit society” (The Audit Society, Oxford University Press, 1998). Audits (especially audits of financial statements), have developed into complex engagements.

An audit of financial statements is designed to provide a high but not absolute level of assurance on financial statements.  In may be requested in order to enhance the degree of confidence a reader has in the financial statements. This is not an opinion on the financial viability of the entity, whether the entity has an effective system of internal controls, or whether fraud has occurred in the organisation.

The quality of financial statement audits has been receiving increased focus, especially in the wake of significant international corporate collapses.  Increasing government and regulator intervention has intensified the demands on auditors.  Increased risks have lead to increased time spent on audits and auditors’ insurance costs.  These costs need to be recouped somehow – and this normally means increased fees to clients. It can also mean that it’s harder for voluntary organisations to find an auditor willing to undertake this work pro bono.

Funders and members of voluntary organisations are right to seek external assurance, but we suspect too much is expected from the audit process and that an undue reliance on audit is not helpful. Alternatives to requiring audited financial statements include:

 

·         an audit on something other than the financial statements.  For example, a member of the Institute may be engaged to express an opinion on whether the entity has complied with the terms of a grant.
·         a review engagement. This provides a moderate level of assurance, relying on mainly analytical procedures to express an opinion on the financial statements. As with an audit, assurance skills and techniques will be applied, but the timing and extent of these will be more limited than an audit engagement.
·         an agreed-upon-procedures engagement, where a member of the Institute agrees with the client to perform specific procedures with respect to financial information. The report from such an engagement will present the evidence collected to the user, i.e. report on factual information.
·     a compilation engagement. In this engagement a member of the Institute compiles the financial statements with professional competence and due care.  The member must read the compiled information and consider whether it is free from obvious material misstatement.  In addition, the member must ensure that the information compiled is consistent with their understanding of the entity and with the information from which the information was compiled.

 

While the first three of these services should be undertaken by an accountant independent of the entity, independence is not a requirement for a compilation engagement (but the report should make a statement about this, if it is not so).

 

We recommend that voluntary organisations consider what they need and then identify which services will best meet those needs after taking into consideration the expectations of members, supporters and other funders. For example:

 

  • Members or supporters may simply require financial statements that have been prepared by a qualified professional and presented in accordance with an accepted reporting framework (a compilation may suffice);
  • Funders may want assurance that the organisation is complying with the terms of the grant, including that the grant money was received by the organisation and expended for the purpose intended (and could ask for an audit on this issue).

 

One consideration in deciding on appropriate accountability mechanisms is the cost involved compared to the benefit. Because of the decrease in risk, and time spent on procedures, the costs reduce as assurance levels reduce. In addition, voluntary organisations may find it easier to locate a Chartered Accountant willing to undertake for example, a review, as the pool of available suitably qualified Institute members is wider. The need to comply with the Institute’s Code of Ethics relevant engagement standards applies across all work undertaken by Institute members. If you do decide to change from requiring audited financial statements, you may also need to change your Constitution or other founding document to reflect this.

 

Discussions on levels of risk, assurance and accountability will be ongoing. This article highlights different types of assurance services that are available, to help you to decide if you are getting what you need from your Chartered Accountant. If you would like a copy of our brochure that explains this information in more depth, or more information on these processes, please contact Professional Standards staff at the Institute (psd@nzica.com) or visit our website www.nzica.com/nfp and explore the audit pages.

 

Financial reporting changes for small and medium not-for-profit organisations

 

 

Thousands of small and medium sized not-for-profit entities will be affected by the decision of the Accounting Standards Review Board (ASRB) and Financial Reporting Standards Board (FRSB) to delay the mandatory adoption of the New Zealand equivalents to International Financial Reporting Standards (NZ IFRS) for certain entities.

 

Following a 2002 decision by the ASRB and FRSB, all New Zealand entities that prepare general purpose financial statements would have been required to adopt NZ IFRS for periods beginning on or after 1 January 2007. Since that decision was made in 2002, there has been much debate about the applicability of NZ IFRS to not-for-profit organisations as well as many other small and medium sized businesses. In addition, the Ministry of Economic Development has not yet finalised its review of the financial reporting regime for charities and other not-for-profit organisations and is commencing a review of the legislative reporting requirements of small companies. As it is not known what the outcome of this work will be in terms of who and how these entities must report and what thresholds will be applied, the postponement of the mandatory adoption of NZ IFRS seems a logical interim step. There is no indication of how long the delay will be but, as the Government reviews of the reporting by small companies and charities/other not-for-profits will take some time, it seems the delay will be for at least 3 years.

 

What does this mean for not-for-profit organisations?

 

Small and medium sized not-for-profit organisations must make a choice - they may apply NZ IFRS in their 2007/8 financial statements or they may continue to apply existing Financial Reporting Standards. Which alternative not-for-profits choose will be influenced by a number of factors including the future intentions of the organisation (such as whether it intends to issues securities in the near future), whether third parties (such as funders) have imposed any expectations on the organisation and other matters. The New Zealand Institute of Chartered Accountants has recently released a Not For Profit Financial Reporting Guide – while this is based on NZ IFRS, it also provides a wealth of guidance for organisations which choose to continue to use existing Financial Reporting Standards. Further guidance and information is available at www.nzica.com/nfp

 

 

Federation focus

 

 

A view from our President…

How to give Board members a lift up

Fran Hoover, President, NZFVWO

 

 

Here’s a litmus test you’ve probably heard of: can you convincingly convey your organisation’s purpose or mission to a stranger in only the time of an elevator ride? I tried it recently, and while I’m sure I imparted a clear description, I know I missed the target on the convincing bit.  Constrained by time, I ended up sounding like an annual report.

 

A variation on the theme… if you are a Board or Committee member, could you explain your role effectively under the same conditions?  Really explain what it means for you in the context of your organisation that is. I was thinking about this because of AGM season, the time when new Board and Committee members are being elected to NGOs all over the country.  I wonder how much induction they are receiving?  I wonder how clear they are (or any of us are) about our roles in a direct, rubber hits the road kind of way?

 

Recently I’ve heard the role of the Board summarised as: (1) Appoint a fantastic CEO, ask them what the strategy is, hold them accountable, and stay out of their way; (2) Make sure the organisation performs (fine, if somewhat vague); (3) Be direct passionate advocates and use your own relationships and networks in support of the organisation; (4) Set strategy, decide or delegate policy, monitor implementation, appoint and monitor the CEO, and be accountable to stakeholders; and (5) Uphold their fiduciary responsibility.

 

I don’t disagree – it’s all of that.  However, I believe that as Board members our first role has to be to do whatever we need to do to gain a real gestalt of our organisation – how it works internally and externally, how things get done, what it does, who the people are, who it works with, where the money comes from, how it is spent, what its reputation is, where it’s headed, and so on.  Unless we really know the answers to these questions we don’t have a context, and so our ability to fulfil the other roles of a Board member will be limited.

 

New Board members - ask lots of questions, because you’ve got the privileged position of ‘innocence and ignorance’ for quite a while.  Continuing Board members – ask even more questions, because you’ve got more context.  Board chairs – encourage an environment where it’s not only possible, but necessary for everyone to ask questions – of the CEO and of the Board itself.

 

Don’t misunderstand me – I’m not advocating meddling in operations or nitpicking your way through Board papers.  Rather, I’m suggesting we focus on those things that might impact on the achievement of the mission, the strategy, the key project… and then ask questions about those till the risks and opportunities are clear, so they are outed and can be addressed in whatever way is appropriate. 

 

As a by-product, I guarantee that the next “stranger in a lift” explanation you try will be articulate, passionate and convincing.  I think I’ll try it again, though maybe I’ll wait until I’m in Auckland, heading up the Sky Tower – in the goods lift.

 

From the Executive Director’s desk…

Sharing communications across the community

Tina Reid, Executive Director, NZFVWO  ed@nzfvwo.org.nz

 

 

Voluntary organisations are established to make a difference in the world – to affect some change that is identified by the founders, and, they hope, continued through ongoing commitments from others in their community.

 

This focus on achieving an outcome is a driving force for organisations – and translates into crafting goals, purposes, objects, missions and visions for organisations. These are reflected in a range of documents and communications – such as constitutions, strategic plans, promotional material, and so are a frequent focus for most organisations.

 

This provides us with a strong intuitive understanding of the outcomes we are seeking to achieve in the world.

 

There are not many opportunities to examine more closely how this translates into practice. It can be difficult to describe how the time effort and resources that go into our work relate to the change we are making, and even more difficult to provide evidence of the impact we have.

 

At the same time, there is significant interest from government on focusing on outcomes as part of examining the nature of funding relationships and contracts. This is driven by seeking to understand how to assess what makes for effective and efficient use of government funds and the use of limited resources.

 

Discussions about focusing on outcomes raise many complexities, such as:

 

·         There are many factors involved in achieving social outcomes. Factors such as education, life experiences, family, friends and a range of activities and agencies are involved in affecting change for any one individual or system.

 

·         There are different levels of outcomes - immediate ones to provide things such as shelter, comfort, information, assistance; longer term ones about improved well being and security and longer term again about  increased potential and personal satisfaction.

 

·         These happen over very long time frames – and often intergenerationally. 

 

·         Different elements often serve to reinforce each other, and so the impact of one element cannot be understood in isolation

 

·         Unintended outcomes of any action can play important role – and risk not being recognised.

 

·         Outcomes from whose point of view? There will be different perspectives from different players in any situation.

 

Given the complexities of understanding and describing outcomes, there are significant difficulties and risks in focussing on outcomes too lightly. But at the same time, as voluntary organisations this has always been our driver, and in seeking to understand the impact we have on the world, the Federation has  been working with PricewaterhouseCoopers to provide economically valid measures of the work of voluntary organisations, in terms of inputs (resources) outputs  services) and outcomes (results).

 

We published Counting for Something – the Value Added by Voluntary Agencies (VAVA project) in 2004, which was a ground breaking study of measuring the value of voluntary inputs to the work of voluntary organisations. The quantifying of volunteer time, of additional voluntary and in kind inputs over ten different national organisations demonstrated clearly that for every dollar invested in organisations, between $3 and $5 worth of services are delivered in the community.

 

Based on this work, over the last two years two member organisations (Plunket NZ and Literacy Aotearoa) have been working to develop measures of their outputs and outcomes. This is a pilot study, which aimed to develop a methodology that could be used by a wider group, and to provide a source of information and discussion about the analysis of outcomes.

 

Both organisations identified hugely significant returns on investment on selected outcomes over extended time frames. The study focussed ion selected outcomes, and the results need to be understood and used by each organisation in their own context. In very general terms they identified a conservative return of between $14.30 and $39  for every dollar invested over time periods of 15 – 30 years. The net economic benefit of these selected activities is estimated at more than $750 million, from an investment of direct government funding of less than $50 million per annum.

 

More significant for each of them was the process of discussion, analysis and gathering of information for the study. The opportunity and discipline of focusing on their outcomes, then examining their activities and considering assumptions and measures of outcomes provided incredibly valuable opportunities to reflect on their work and increase understanding of the links between these different elements.

 

Early in December we are releasing a report on this work - Counting for More. Again this provides groundbreaking evidence of the huge economic impact of the work of these two organisations, and a basis for discussion about the value of focussing on outcomes. This is available in two formats – as a summary or a fuller discussion – from www.nzfvwo.org.nz or can be ordered in hard copy for a cost of $15

 

Classified

The Bisvision kit gives you a straightforward planning process to follow and over 170 prompt cards, each of which asks you a question. As you think through, and answer the questions that are relevant to your organisation, your strategic plan is automatically developed. A clever software template automatically collates your answers into a structured Microsoft Word document so you come out with a written plan.

 

If you buy the full Bisvision toolkit this month you’ll get a 10% discount. That’s $540.00 +GST instead of $600.00 +GST. Contact Mindspring direct to qualify for the discount. Find out more about the kit, download more sample questions and register for free monthly strategy tips at: www.bisvision.com 

 

Contact us at: 09 845 2939 or damiand@mindspring.co.nz

Investment Management & Decisions for NGO’s, Trusts & Maori Trusts
5 & 6 March 2008, Wellington
10 & 11 March 2008, Auckland

 

Are you in charge of overseeing the operation of an NGO or not-for-profit organisation? You might not have a comprehensive financial background; nevertheless, you are required to make decisions on projects and investments that will have financial implications.

 

 

If you want to improve decision-making and gain better understanding of investments and project proposals, Bright*Star’s Investment Management & Decisions for NGOs, Trusts & Maori Trusts is the right course for you.

 

A practical course designed to benefit those with some basic or limited finance knowledge, this course will enable you to:

  • Read and comprehend basic financial statements
  • Gain basic spreadsheet knowledge
  • Achieve greater understanding of your own organisation’s investment management
  • Learn from best investment practices for not for profits organisations

 

 

 

 

A recipient of the Commonwealth Medal (for State Owned Enterprises and privatisation contributions) in 1990, Brent Wheeler is a highly regarded instructor who is committed to ensuring you come away from this course with useful tools and a better understanding of managing and making sound investment decisions in the not-for-profit sector.

For further programme information please click the link below:

http://www.brightstar.co.nz/nz/investment-management-decisions-for-ngos-trusts-maori-trusts.html

                  

To register phone (09) 379 5892, fax (09) 309 7986, email register@brightstar.co.nz or visit our website at www.brightstar.co.nz

 

 

 

Contact us at Governance Strategies to strengthen your board focus and improve your board performance. We will work with you utilising our wide-ranging experience in the Community and Non Profit Sector. Professional development courses offered from February to November 2008 in 11 different locations.

Alternatively, courses can be delivered on demand to single or several boards.

 

Contact: 027 340 8186 or email to enquiries@governancestrategies.co.nz or visit www.governancestrategies.co.nz

 

 

To advertise in the online edition of New Dialogue please contact NZFVWO
on (04) 385 0981 or email marketing@nzfvwo.org.nz 

Note: Advertising in this edition of New Dialogue is FREE to Federation Members. The electronic version is distributed to over 2,100 subscribers.