Building knowledge together
EMES ACTIVITY REPORT 2015
EMES European Research Network asbl c/o University of Liege Bd du Rectorat, B33, box 4 4000 Liege (Sart-Tilman) Belgium Tel.: +32 (0)4 366 31 39 Fax.: +32 (0)4 366 28 51 Design and layout: 3lastic.com
EMES ACTIVITY REPORT
EMES ACTIVITY REPORT
Table of contents 06
Introduction
30
Communication and dissemination EMES website Social networks Project social networks
09
Research initiatives
16
Publications
EMES research projects
EMES Publications
35 39
EMES membership Institutional members
Functioning and governance of EMES Governing bodies Coordination Unit Financial situation overview
23
Partnerships and alliances
Training and education
institutions
Training of PhD students Institutional members academic programs
27
Presence in international and European
Events 5th EMES conference Other events
51
Overall evaluation for 2015 and overview for 2016
EMES Activity Report 2015
The year 2015 closed the three-year strategic planning period that had began in 2012. These three years saw the transformation of EMES from a European-centred research network to a worldwide platform devoted to advancing the understanding of social enterprise around the world. Indeed, one of our flagship project, ICSEM outgrew the
Following the 2013 membership enlargement strategy, EMES
expectations in terms of scientific progress and participation
continued to adapt its functioning to the new challenges
from an international community of researchers. After two
stemming from such strategy. Indeed, two concrete
years of activity, results about different models of social
examples of such committment were the approval of the
Enterprise around the world are beginning to be produced.
new bylaws and the open election process to elect the
The TSI project, in its second year of implementation, is
new Board. Finally, EMES exiting president Lars HulgĂĽrd
paving the way to improve the way that the third sector
welcomed the newly elected president, Marthe Nyssens in
is understood across Europe led with an impressive team
December 2015.
of researchers and supported by committed European stakeholders. The ultimate goal is to remove barriers preventing the sector to fulfill its potential. In the SIE project EMES aims to co-create a social innovation research agenda in collaboration with the research community. Lastly, EMES
Thank you very much for reading and supporting EMES: we look forward to continuing our work in 2016 and meeting you at out 6th international conference!
was invited to produce an European overview on the social entreprise landscape in Europe in the framework of a Norwegian project. This year was also the occasion of the 5th international research conference of EMES focused on social enterprise
Marthe Nyssens
RocĂo Nogales
and its ecosystem. Over 300 researchers gathered in Helsinki
President
Managing Director
in the last days of June to participate in over 64 paper sessions and connect with other researchers coming from over 40 countries. Preparations for the next conference in 2017 have began: it will be hosted by one of the two Belgian institutional members, CIRTES, and held at the University of Louvain-la-Neuve.
6
RESEARCH INITIATIVES INTRODUCTION
The major areas of activity of EMES The main eight areas of activity of EMES are helpful to understand the breadth of initiatives in which the network was involved in 2015. These activities – and many more – are presented in this report. The structure if the report includes the following eight sections: 1) Research initiatives; 2) Publications; 3) EMES membership; 4) Functioning and governance; 5) Training and education; 6) Events; 7) Communication and dissemination; 8) Overall evaluation for 2015 and overview for 2016. We are one year close to going fully digital in this report, so you will find lots of images and links to further information. Our aim is to be able to publish an annual timeline and a visual summary of our activities so they can be easily caught “at a glance” while leaving the option of going deeper for those interested in doing so.
Research ICSEM project
Governance Global membership: 256 individual members
TSI project SIE project SE_Norway project
New bylaws
Publications
Open elections for the Board of Directors
EMES Selected Conference Papers New series on social enterprise and social innovation
Partnerships EMES Alumni Network
Events
RILESS The Karl Polanyi Institute of Political Economy
5th EMES International Research Conference
Other FP7 projects
Preparation of events for 2016
South East Asian partners UNRISD
Training and education
Policy Expert Group on Social Entrepreneurship of the European Commission (GECES) OECD UN Inter-Agency Task Force on Social and Solidarity Economy (UN-TFSSE)
FETSE EJEB
Communication News Alerts Social networks
7
EMES Activity Report 2015
EMES Network in figures
256 individual researchers in 48 countries joined EMES
6 Norway 7 Sweden
19 United Kingdom 2 Luxembourg 3 The Netherlands
16 Finland
4 Denmark
5 Poland
3 Ireland
1 Serbia 1 Hungary
4 Mexico
5 Germany 4 Romania
5 Portugal
1 Bulgaria 1 Lebanon 1 Israel
1 Slovakia 15 Spain
5 Greece 4 Colombia
1 Czech Republic 6 Brazil
19
7 Korea
3 Austria
22 Belgium 11 United States
2 Russia
2 Slovenia 1 Latvia
6 Canada
19 Italy 4 Switzerland
8 Japan 3 China
5 India
5 Taiwan
1 Bangladesh 1 Singapore
1 Saudi 1 United Arabia Arab Emirates
1 Indonesia
14 France 2 Australia
3 Chile 1 South Africa
2 New Zealand
YEARS Since 1996, when an international group of scholars launched the first research network devoted to social enterprise.
12
256
196
INSTITUTIONAL MEMBERS
INDIVIDUAL MEMBERS
PHD STUDENTS
The institutional pillars of EMES, leading research centers acting together to carry out influential collaborative research.
We believe in the power of connecting individual researchers around the world.
Have participated in the five EMES Summer Schools.
13
1,780
180
PROJECTS
CONFERENCES’ PARTICIPANTS
CONFERENCES PAPERS
International comparative projects.
Accumulated number of participants in EMES conferences.
Number of EMES Conferences Selected Papers available to download.
8
RESEARCH INITIATIVES
Research initiatives Three international projects that began in previous years (ICSEM, TSI and SIE) have been underway in 2015 and a research assignment from Norway was completed as well. In addition, the network was involved in preparing proposals to be submitted for future calls in partnership with different international partners.
9
EMES Activity Report 2015
EMES research projects
The ICSEM project The national teams continue to work on identifying and analysing the social enterprise models worldwide and writing about their results. Another important expected output of the Project is a database on social enterprises representing the diversity of SE models worldwide. Such database is to be based on data collected among social enterprises which are emblematic Full name:
of each SE model identified by the national research teams. The central tool of
International Comparative Social
this part of the ICSEM Project—namely a common questionnaire—was designed
Enterprise Models Project
in 2013 and refined throughout a participative process during the year 2014. The final version of the questionnaire, the accompanying “Interview and Coding
Scientific Coordinators:
Guide” and the LimeSurvey version of the questionnaire for the on-line coding of
Jacques Defourny (ULg-Belgium) and
data were sent to all Active Research Partners at the end of February 2015. Two
Marthe Nyssens (UCL-Belgium), EMES
weeks later, Research Partners were also sent a French and a Spanish translation
Belgian institutional members and
of the questionnaire. These steps marked the official launch of the data collection
members of the Board of Directors
process, which will ultimately result, as just mentioned, in an international database on social enterprise models worldwide.
Participating EMES members: +50 and EMES Coordination Unit
There are several types of meetings organized in connection to the Project: General meetings, regional symposiums and local talks. General meetings bring
Date:
together all ICSEM researchers, across national and regional borders. They are
July 2013 - April 2017
usually organised just before or after EMES International Research Conferences on Social Enterprise, with a view to making it easier for researchers to attend.
Project page on emes.net The 1st General ICSEM Meeting took place in Helsinki on June 29-30, 2015, just before the 5th EMES International Research Conference on Social Enterprise. It brought together some 90 researchers from close to 40 countries. The agenda
10
RESEARCH INITIATIVES
of the meeting included discussion of the Project’s first phase—taking stock of the achievements so far in terms of editing and publication of Working Papers, organization of ICSEM meetings and preparation of the data collection. The Project’s second phase and the preparation of joint books and special issues of journals were also presented. Issues linked to data collection on SE models were discussed. The two Scientific Coordinators, Jacques Defourny and Marthe Nyssens, presented a tentative typology of SE models. The participants were then split in several groups to discuss regional publication projects. ICSEM regional symposiums bring together researchers in various regions of the world. Some ICSEM Symposiums might be clearly “research-oriented” and bring together research teams only, while others may be open to stakeholders as well, with a view to creating a dialogue and exchange dynamics on best practices connecting SE models and ecosystems across national borders. The third regional symposium organized within ICSEM, the Latin American ICSEM Symposium, took place in Santiago (Chile) on May 24-25, 2015. It was the first time that an ICSEM meeting took place in Latin America; the meeting was held just before an International Seminar on the Social and Solidarity Economy. The symposium brought together most Latin-American research teams involved in the ICSEM
Rosario Laratta, Japan
Project to exchange about key aspects of their work (ICSEM Working Papers, methodological and operational issues linked to the ICSEM questionnaire, and common publication projects). ICSEM Local talks are conceived to reach out to local and national stakeholders and three of them were organized in 2015. Indeed, ICSEM researchers are encouraged to take the initiative in their respective countries in organising events that foster interactions between their research teams and local/national stakeholders. These events might not always be formally labelled as “ICSEM
200
researchers involved from
48 countries
events” but the content does revolve around the relevance of the ICSEM research for the local community. In particular, local policy-makers and social entrepreneurs are invited to react to the findings that ICSEM brings forward, in a dialogue with national teams of ICSEM researchers. Researchers from neighbouring countries may also be involved in ICSEM Talks. Three local talks were organized in 2015: kk SUPSI Study Day on SE, in Lugano (Switzerland), on May 19, 2015; kk ICSEM Talk Israel, in Rishon Le’Zion (Israel), on June 9, 2015; and kk ICSEM Talk Germany, in Berlin (Germany), on November 6, 2015.
Regarding concrete publication results, the first batch of ICSEM Working Papers was published on the occasion of the General ICSEM Meeting in Helsinki (June 29-30, 2015) and the 5th EMES International Research Conference on Social Enterprise (June 30-July 3, 2015). Written output of the projects in 2015 are listed in “Working Papers” section below.
11
EMES Activity Report 2015
The TSI project Launched in 2014, the TSI project includes the innovative feature of activating stakeholders via consultations and national stakeholder meetings in addition to the formal project meetings. The coordination unit of EMES being in charged of the project dissemination and stakeholder engagement, we developed a dissemination strategy that was presented at the TSI consortium meeting in Dubrovnik, May 2015, and communicated with partners continually to ensure that all TSI activity was reported to EMES for further publication. There were nine TSI events organised in 2015, namely: TSI consortium meeting in Aix-en-Provence, January 2015 (including a meeting report); TSI Consortium meeting in Dubrovnik, May 2015; meeting with statistical agencies in Brussels on June 2015; NPO Day in Austria, June 2015; TSI Consortium meeting in Brussels, October 2015 (including a meeting report); and three TSI stakeholder meetings in France, Norway, Germany. A detailed description, materials related to the event and complete lists of TSI partners/stakeholders attending were published on the Events section of the TSI website. www.thirdsectorimpact.eu/events/ In addition, EMES, in collaboration with stakeholder engagement partner SPES, organized the TSI midterm seminar in Brussels on 13 October 2015. This one day seminar on the theme “Emerging Observations and Discussion Groups on Opportunities for Third Sector Participation in EU Policy Making� will present and discuss findings so far and invites stakeholders to contribute to the identification of barriers of third sector impact and participation at European level. It is the second TSI event in Brussels, following the first stakeholder seminar in October 2014 where TSI gathered the input of third sector networks and EU policy 12
Full name: Third Sector Impact Scientific coordination: Bernard Enjolras (ISF, Norway) Participating EMES members: two institutional (coordinator plus LEST, France) and three individual (Taco Brandsen, Anna Ciepeleska, Danijel Baturina) Date: February 2014 - February 2017 Project page in emes.net
RESEARCH INITIATIVES
makers on impact and challenges at EU-level. Since then the prioirities of the new Commission have become clearer and it is time for high level dialogue between leading researchers and practitioners. www.thirdsectorimpact.eu/ events/2015/10/13/tsi-scientific-midterm-seminar-and-third-sector-barriers-focusgroups/ EMES hosted a TSI panel during the 5th EMES International Conference in Helsinki, where TSI researchers (Annette Zimmer, Benedikt Pahl, Taco Grandsen, Ulla Pape, Danijel Baturina and Bartosz Pielinski) presented initital findings on research on barriers. In line with EMES mission to promote education in the network’s fields of expertise the network initiated the presentation of PhD theses undertaken by junior researchers on the TSI consortium during the partner meeting in Dubrovnik (May 2015). Danijel Baturina (Zagreb University, Croatia) and Teresa Savall (University of Valencia, Spain) received feedback from the entire consortium. In 2015, TSI members produced two Working Papers (on measuring impact and on a common definition of the third sector in Europe), a first Policy Brief on the definition of the third sector, a report on Stakeholder Engagement (prepared by
TSI meeting with nine national statistical agencies and four Directorate Generals
SPES) and several stakeholder meeting reports. EMES role has been to make sure reports were produced within a short time frame after the meetings, to edit and publish these reports on the TSI website and to announce publications through a variety of channels.
41,455 Visits to thirdsectorimpact.eu
An additional innovative feature about TSI are consultations as a way to understanding of the various impacts of third sector activities at societal, local,
151
and individual levels (e.g. volunteers, staff members, participants and users of
From countries
incorporate stakeholders’ observations and thinking into the mapping and
third sector organisations). These experiences and priorities inform the research work and help researchers decide what areas of impact measurement we should concentrate on. In 2015, four online consultations in form of a blog were launched on three TSI working areas (Impact, Measurement, Barriers) and announcements on social media channels, TSI and other news alerts and distribution lists. National stakeholder profiles and European stakeholder profiles featured on the TSI web site were continually updated. EMES and SPES prepared a questionnaire to obtain the information needed and EMES ensures that they are produced and updated regularly, contacting stakeholders to review their profiles. Lastly, 38 news
In addition, throughout 2015 EMES updated the TSI website (events, news, stakeholder profiles, online consultations) on a weekly basis.
from the project/ project partners or other relevant information were published between January and December 2015.
13
EMES Activity Report 2015
The SIE project The goal of SIE was to collect the different research approaches (as an aspect of an evaluation process, a policy area, an organisation, a technological trend) and identify the main topics deemed relevant by the research community. Based on a review of suggestions and current research on social innovation in Europe EMES will outline a possible future research agenda, which is of course a snapshot of Full name:
where we stand now. The result will not only offer a powerful tool for aligning
Social Innovation Europe (SIE)
visions for the sector where new avenues can be explored but also the basis for engaging in debates with policy-makers about future research support and
Core Academic Team:
coordination activities.
Taco Brandsen (Radboud University Nijmegen, The Netherlands), Giulio
In preparation of the task of creating a joint research agenda (co-SIRA), EMES
Ecchia (AICCON-UNIBO, Italy), Lars
produced a discussion document in 2014 and in 2015 an on-line survey as well as
Hulgård (CSE, Denmark)
an overview of previous and current research projects on social innovation in order to review research objectives, methodologies and thus research agendas already
Participating EMES members:
out there. All these processes where shared in the course of the ad hoc SIE event
5
organized in parallel to the 5th International Research Conference in Helsinki.
Date:
During the “SIE Workshop” held on 29 June 2015, EMES presented the project
August 2014 - July 2016
and input so far to a group of 15 researchers to gather further feedback and input. Taco Brandsen outlined the project and our background document: we are
Project page on emes.net
using an open innovation process approach, designed to avoid normativity and bias - which tend to shape agendas - with the aim to identify new approaches, issues and questions related to SI research. Those can be new or hidden, because SI research is fragmented within and across disciplines. After all, the research that calls itself “social innovation research“ is a small fraction of the research
14
RESEARCH INITIATIVES
should be able to identify. Essentially, the SIE research agenda aims at building a
144
temporary community which shares the purpose to identify approaches to study
people joined the Facebook SIE
social innovation that are free from instrumental objectives. Research approaches
research agenda private group
on social innovation. There are also many gaps in our knowledge, which we
represent different perspectives on how social innovation can be studied: as an aspect of an evaluation process, a policy area, an organisation, a technological trend. In order to reach this objective we identify a selective number of topics and actions, covering different types of topics based on past and future consultations, which are by no means exhaustive: stages in a process, policy fields, communities etc. We then use these to highlight possible approaches to study or further the study of social innovation - where we stand with research on these topics and what is necessary.
SE_Norway project The Norwegian Association of Local and Regional Authorities (KS), which is an employers’ organization representing the interests of the 429 municipalities and 19 counties in Norway, commissioned EMES a task in relation with “Experiences from other countries” around the topic of the role of social entrepreneurs at the municipal level. The task involved to describe experiences from some relevant European countries which have developed contracts between municipalities and social entrepreneurs, and which may also have developed a local policy on such collaboration.). Therefore, the project held a local perspective and resulted in a knowledge base and advice for the municipalities associated to KS. The output was a report that provided an overview on the emergence of social enterprise in Europe, we presented experiences highlighting municipalities with interesting collaborations with social enterprises and pointed out some dilemmas and conditions for the development of such collaborations. What are the challenges, both from the perspective of the municipalities and social entreprises? Are the challenges different according to the activity field (e.g. youth, children and employment versus health and care)?
Full name: Social entrepreneurs as municipal agents of change EMES Coordination Unit members: Jennifer Eschweiler and Rocío Nogales Date: September - November 2015 www.uni.no/en
15
Publications Whether in the form of traditional printed books, open access online publications or downloadable conference papers, the results of the various research initiatives in which EMES and its members are involved have been published in 2015.
16
PUBLICATIONS
EMES Publications Books New “Routledge Studies in Social Enterprise and Social Innovation” EMES was involved in the preparation of the series “Routledge Studies in Social Enterprise and Social Innovation” whose General Editors are Jacques Defourny, Lars Hulgård and Rocío Nogales. Contemporary research on social enterprise and social innovation to a large degree builds upon theoretical and methodological innovation of the past four to five decades. This series will highlight three
180 conference papers available on emes.net
streams of thought that together have formed the research frontiers in social enterprise and social innovation and thus the scholarly platform of the series: kk First, scholars simultaneously in the USA and Europe but without much
dialogue across the Atlantic Ocean observed a new social economy emerging from the mid-1990s and onwards, including social enterprise and social entrepreneurship as new hybrid phenomena within the third sector. kk Secondly, the social innovation tradition connected both to the classical
sociology of social change (Weber, Durkheim, Schumpeter), the changes of welfare policies and to the urban planning tradition of social science as well as the recently developed surge of interest in the SE field. kk Thirdly we shall stress the new South-North dialogues first introduced in
relation to the New Social Forum and theoretically underpinned by the search for “another knowledge beyond Northern epistemology” and the contribution from solidarity economy to knowledge about the foundations of a plural economy as well as more directly linked to social innovation and social enterprise. This new series is marked more by the excellence and innovation of the works published than by a focus on any one particular sub-element of social enterprise or social innovation or any particular thematic area. EMES is equally interested in publishing the breakthrough books of the new frontiers of the field that break new ground theoretically, while also being well grounded empirically. The first volumen of the series focusing on the Nordic model will be published in the summer of 2016.
17
EMES Activity Report 2015
“Civil Society, the Third Sector and Social Enterprise. Governance and Democracy” by Laville, J.-L., Young, D.R. & Eynaud, P. (eds.) If the twentieth century was only focused on the complementarity and the opposition of market and state, the twenty-first century has now to deal with the prominence of the third sector, the emergence of social enterprises and other solidarity hybrid forms. The concept of civil society organisations (CSOs) spans this diversity and addresses this new complexity. The first part of the book highlights the organizational dimensions of CSOs and analyses the growing role of management models and their limits. Too often, the study of CSO governance has been centered on the role of the board and has not sufficiently taken into account the different types of accountability environments. Thus, the conversation about CSO governance rises to the level of networks rather than simple organizations per se, and the role of these networks in setting the agenda in a democratic society.
WILCO book “Social Innovations in the Urban Context” Preparations for the publication of the “Social Innovations in the Urban Context” in Springer’s Nonprofit and Civil Society Studies series were under way in 2015. Thanks to EU funding, the book – the last output from the WILCO project - will be in open access with the objective of reaching the widest audience possible. This book will address the practice of social innovation, which is currently very much in the public eye. New ideas and approaches are needed to tackle the severe and wicked problems with which contemporary societies are struggling. Especially in times of economic crisis, social innovation is regarded as one of the crucial elements needed to move forward. Our knowledge of its dynamics has significantly progressed, thanks to an abundance of studies on social innovation both general and sector-specific. However, despite the valuable research conducted over the past years, the systematic analysis of social innovation is still contested and incomplete. The questions asked in the book will be the following: 1. What is the nature of social innovations? 2. What patterns can be identified in social innovations emerging at the local level? 3. How is the emergence and spread of social innovations related to urban governance? More precisely, which conditions and arrangements facilitate and hinders social innovation? This analysis is based on original research carried out in the period 2010-2013 in the framework of WILCO which included research in 20 cities in 10 different European countries. The book will be available to download on the WILCO website which continues to be periodically updated and maintained. 18
PUBLICATIONS
Projects published outputs ICSEM Working Papers The following 18 papers were launched in the first batch although there figure continues to increase every year. They are available for download on the ICSEM website. Grant, S. (2015) “Social Enterprise in New Zealand: An Overview”, No. 01. Littlewood, D. and Holt, D. (2015) “Social Enterprise in South Africa”, No. 02. Gonin, M. and Gachet, N. (2015) “Social Enterprise in Switzerland: An Overview of Existing Streams, Practices and Institutional Structures”, No. 03. McMurtry, J. J., Brouard, F., Elson, P., Hall, P., Lionais, D. and Vieta, M. (2015) “Social Enterprise in Canada: Context, Models and Institutions”, No. 04. Lyne, I., Khieng, S. and Ngin, C. (2015) “Social Enterprise in Cambodia: An Overview”, No. 05. Bidet, E. and Eum, H. (2015) “Social Enterprise in South Korea: General Presentation of the Phenomenon”, No. 06. Kurimoto, A. (2015) “Social Enterprise in Japan: The Field of Health and Social Services”, No. 07. Gawell, M. (2015) “Social Enterprise in Sweden: Intertextual Consensus and Hidden Paradoxes”, No. 08. Cooney, K. (2015) “Social Enterprise in the United States: WISEs and Other Worker-Focused Models”, No. 09. Gaiger, L. I., Ferrarini, A. and Veronese, M. (2015) “Social Enterprise in Brazil: An Overview of Solidarity Economy Enterprises”, No. 10. Ciepielewska-Kowalik, A., Pieliński, B., Starnawska, M. and Szymańska, A. (2015) “Social Enterprise in Poland: Institutional and Historical Context”, No. 11. Kuan, Y.-Y. and Wang, S.-T. (2015) “Social Enterprise in Taiwan”, No. 13. Birkhölzer, K., Göler von Ravensburg, N., Glänzel, G., Lautermann, C. and Mildenberger, G. (2015) “Social Enterprise in Germany: Understanding Concepts and Context”, No. 14.
Birkhölzer, K. (2015) “Social Enterprise in Germany: A Typology of Models”, No. 15. Nakagawa, S. & Laratta, R. (2015) “Social Enterprise in Japan: Notions, Typologies, and Institutionalization Processes through Work Integration Studies”, No. 17. Gordon, M. (2015) “A Typology of Social Enterprise ‘Traditions”, No. 18. Adam, S., Amstutz, J., Avilés, G., Caimi, M., Crivelli, L., Ferrari, D., Pozzi, D., Schmitz, D., Wüthrich, B. and Zöbeli, D. (2015) “Social Enterprise in Switzerland: The Field of Work Integration”, No. 19. Gidron, B., Abbou, I., Buber-Ben David, N., Navon, A. and Greenberg, Y. (2015) “Social Enterprise in Israel: The Swinging Pendulum between Collectivism and Individualism”, No. 20. The following 5 papers were also published in 2015, after the Conference: Bibikova, V. (2015) “Social Enterprise in Ukraine”, No. 12. Hillenkamp, I. and Wanderley, F. (2015) “Social Enterprise in Bolivia: Solidarity Economy in Context of High Informality and Labour Precariousness”, No. 21. Conde, C. (2015) “Social Enterprise in Mexico: Concepts in Use in the Social Economy”, No. 22. Bouchard, M. J., Cruz Filho, P. and Zerdani, T. (2015) “Social Enterprise in Québec: The Social Economy and the Social Enterprise Concepts”, No. 23. Dohnalová, M., Guri, D., Hrabětová, J., Legnerová, K. and Šlechtová, V. (2015) “Social Enterprise in the Czech Republic”, No. 24.
19
EMES Activity Report 2015
TSI Working Papers Kamerāde, D., (2015) “Third Sector impacts on human resources and community”, TSI Working Paper No. 3. Enjolras, B. (2015) “The Impact of Volunteering on Volunteers in 23 European Countries”, TSI Working Paper No. 4. Enjolras, B. (2015) “Measuring the Impact of the Third Sector: From Concept to Metrics”, TSI Working No. 5.
Simsa, R., Herndler, M. & Totter, M. (2015) “Meta-Analysis of SROI Studies – Indicators and Proxies”, TSI Working Paper No. 6. Kamerāde, D. & Bennett, M. (2015) “Unemployment, volunteering, subjective well-being and mental health”, TSI Working Paper No. 8. Baturina, D., Bežovan, G. (2015) “Social Innovation Impact review”, TSI Working Paper No. 9.
EMES Conferences Selected Papers series Maria L. Granados (2015) “Knowing what Social Enterprises know”, EMES Conferences Selected Papers Series, ECSP5EMES-01. Merie Joseph Kannampuzha, Kai Hockerts (2015) “Social Innovation and Earned Income – Antecedents and Outcomes of the Institutional Logics in Hybrid Social Enterprises”, EMES Conferences Selected Papers Series, ECSP-5EMES-01Bis. Marzena Starnawska (2015) “Resourcing in social enterprise – content analysis of ‘good practices’ profiled in ‘Atlas of social economy’ in Poland”, EMES Conferences Selected Papers Series, ECSP-5EMES-02. Bryan Dufour (2015) “State of the art in impact measurement: methods for work integration social enterprises measuring their social value in a public context”, EMES Conferences Selected Papers Series, ECSP5EMES-03.
Julien Kleszczowski, Nathalie Raulet-Croset (2015) “The creation of value in nonprofit organizations: the imbrication of evaluation and valorization processes through management tools”, EMES Conferences Selected Papers Series, ECSP-5EMES-07. Luiz Gaiger (2015) “Building a scientific field to foster the social enterprise eco-system - The legal framework for Solidarity Economic Enterprises in Brazil: backgrounds and perspectives”, EMES Conferences Selected Papers Series, ECSP-5EMES-10. Suzanne Grant (2015) “Social housing in New Zealand. Does social enterprise fit into this mix?”, EMES Conferences Selected Papers Series, ECSP-5EMES-12. Anna Ciepielewska-Kowalik, Bartosz Pieliński (2015) “In search for a place for the third sector in the Polish welfare system. Toward a limited coproduction?”, EMES Conferences Selected Papers Series, ECSP-5EMES-13.
Sara Rago, Paolo Venturi (2015) “Hybridization as Systemic Innovation: Italian Social Enterprise On The Move”, EMES Conferences Selected Papers Series, ECSP-5EMES-04.
Silvia Sacchetti, Carlo Borzaga (2015) “A production-based view of multi-stakeholder governance”, EMES Conferences Selected Papers Series, ECSP-5EMES-15.
Vasco Brummer, Naomi Gericke, Carsten Herbes, Susanne Blazejewski , Judith Rognli (2015) “Conflict handling in Renewable Energy Cooperatives (RECs): organizational effects and member well-being”, EMES Conferences Selected Papers Series, ECSP-5EMES-05.
Clare de Normanville, David Wren, Rory Ridley-Duff (2015) “Workforce participation: learning from the co-operative sector”, EMES Conferences Selected Papers Series, ECSP5EMES-16.
Thomas Bauwens, Benjamin Huybrechts (2015) “The Frog and the Ox, or How Hybrid Organizations Deal with Growth: The Case of Renewable Energy Cooperatives”, EMES Conferences Selected Papers Series, ECSP-5EMES-06.
20
Francesco Sarracino, Chiara Peroni (2015) “The noneconomic outcomes of social entrepreneurship in Luxembourg”, EMES Conferences Selected Papers Series, ECSP-5EMES-18.
PUBLICATIONS
For the second edition of this Award, the winners of the “Best Conference Paper” is María L. Granados from the University of Westminster (UK) for her paper “Knowing what Social Enterprises know”. “I am very happy to receive the 2015 EMES Conference Best Paper Award in the Scholar category. This is an encouraging recognition of my research and work in Social Enterprises from a group of scholars that I really admire. It gives me the motivation to continue pursuing my research in understanding more about this important and valuable enterprises”, said María when she received the notification of the Award.
Glémain Pascal, Gael Henaff, Emmanuel Bioteau (2015) “«Learning» WISEs: Towards a new kind of social enterprise model in France? Les entreprises sociales apprenantes d’insertion: vers un nouvel idéaltype d’entreprise sociale en France?”, EMES Conferences Selected Papers Series, ECSP-5EMES-24. Victor Pestoff, Yayoi Saito, Johan Vamstad (2015) “Coproduction and health care in Japan”, EMES Conferences Selected Papers Series, ECSP-5EMES-28. Satoru Hashimoto (2015) “The provision of care services for elderly people by the co-operative sector in Japan”, EMES Conferences Selected Papers Series, ECSP5EMES-29. Lars Hulgård, Victor Pestoff (2015) “Participatory Governance in Social Enterprise”, EMES Conferences Selected Papers Series, ECSP-5EMES-40. Fanny Dethier, Jacques Defourny (2015) “The effects of workers’ participation in governance, ownership and profit sharing on the economic performance of producer cooperatives – An empirical analysis of 1200 French SCOP”, EMES Conferences Selected Papers Series, ECSP5EMES-39. Ermanno C. Tortia, Silvia Sacchetti (2015) “The Silver Lining of Co-operation: Self-defined rules, common resources, motivations, and incentives in co-operative firms”, EMES Conferences Selected Papers Series, ECSP5EMES-42. Leandro Sepulveda (2015) “Social Enterprise: A new phenomenon in the field of economic and social welfare?”, EMES Conferences Selected Papers Series, ECSP-5EMES-43.
Institutional members All institutional members publish regularly the results of their projects in their national languages but also very often in English. Several members have ongoing working papers series (AICCON www.aiccon.it/working_paper.cfm, CIRTES www.uclouvain.be/282877.html and EURICSE www.euricse. eu/publications-cat/working-papers/) devoted to the study od social enterprise among others. Below we include the direct links to the publications pages of EMES institutional members, which include downloadable versions of articles and book chapters: AICCON
www.aiccon.it/pubblicazioni.cfm
CES-BE
www.ces.ulg.ac.be/en_GB/publications-4
CCS
www.ucc.ie/en/ccs/publications/pastpublications/
CES-PT
www.ces.uc.pt/publicacoes/index.php?id_lingua=2
CIRTES
www.uclouvain.be/275859.html
EURICSE
www.euricse.eu/publications/
finSERN
www.finsern.fi/site/index.php/julkaisut/
ICSS
www.esh.se/in-english/ersta-skondal-hogskola (...)
ISF
www.socialresearch.no/Publications
LEST
www.lest.cnrs.fr/spip.php?page=biblioaeres&lang=fr
YC-GCU
www.gcu.ac.uk/yunuscentre/publications/
21
EMES Activity Report 2015
22
RESEARCH INITIATIVES
Training and education The relationship with the PhD community within EMES currently has a long tradition and it constitutes a central pillar of the activities of the network. Working and exchanging with the next generation of scholars continues to be a priority for the Coordination Unit and all the more established EMES researchers.
23
EMES Activity Report 2015
Training of PhD students In collaboration with institutional members AICCON and EURICSE and other partners, the fourth edition of the European Summer School on Social Economy (ESSE) 2015, entitled “Personalization and social entrepreneurship” was held on 6-11 July in Bertinoro (Italy). A total of 24 young researchers, students and practitioners from all over the world converged on an Italian small village, Bertinoro, for the 4th European Summer School on Social Economy (ESSE). The theme of the 2015 edition was “Personalisation and Social Entrepreneurship”, trying to connect innovative welfare policies/programs/initiatives and the role and functions of social enterprises (or innovative non-profit organisations). In 2015, preparation for the 5th EMES International PhD Summer School to be held by Glasgow Caledonian University began. The event is planned for June 2016 and applications were already received in the course of the year.
EMES PhD Student Network The EMES PhD Student Network was created after the 1st EMES PhD Summer School held in Corsica in July 2008. All students who have participated in the EMES PhD Summer School as well as individual Graduate Members are members of the EMES PhD Student Network. During the 2015 Helsinki conference, the EMES PhD Network organised its
The EMES PhD Student Network has a Facebook group to exchange information and news and it publishes the EMES Junior Experts’ Blog (EJEB).
annual meeting. Michael Roy (Glasgow Caledonian University, Scotland, UK) was the chair of this session, which was divided into two parts. The first part had been co-designed by participating PhDs prior to the conference and consisted of two early career researchers – Ramon Fisac Garcia and Maria Luisa Granados – reflected on their ‘PhD journey’ and how involvement as members of the EMES PhD Network helped prepare them for the next stage of their academic careers. Following this, there was a group exercise in which the PhD researchers came up with a list of the best papers that they considered would be helpful to provide PhD students with a ‘head start’ in tackling the SE literature from a critical perspective.
PhD students are represented in the EMES Board of Directors by a PhD representative, namely Francesca Calò (Glasgow Caledonian University, Scotland, UK).
The second part related to a discussion and due process of election of the new representative for the PhD ‘college’ of members on the Board of Directors of EMES. Francesca Calo, who is currently undertaking her PhD at Glasgow Caledonian University, was duly elected. Other issues like the EMES Junior Experts Blog (EJEB) and the next EMES PhD Summer School, to be held in Glasgow in 2016, were also discussed. emes.net/network/emes-phd-student-network/
24
TRAINING AND EDUCATION
THE FOLLOWING EIGHT POSTS WERE PUBLISHED
TRAINING AND EDUCATION
November “Social Economy and public policies. Analysis of policy change, explanatory factors and findings” by Teresa Savall Morera (Spain)
July “Comparing the costs of commercial and social enterprise: an empirical comparative analysis of the renewable energy sector” by Anna Harnmeijer (Finland)
June “The current situation of social enterprises and the nonprofit sector in Hungary: a brief overview” by Julianna Kiss (Hungary)
May “Japanese context: Towards further empirical studies” by Yujiro Minami (Japan)
April “The Experts Amongst Us” by Tom Montgomery (Scotland, UK)
March “Social entrepreneurship education: the role of competences” by Nerea Sáenz Bilbao (Spain)
February “Contextualisation Matters: Aligning Social Enterprises to NationState Diversity“ by Christian Franklin Svensson (Denmark)
January “The importance of context in the study of social enterprise” by Ramón Fisac García (Spain)
112
countries of origin for our visitors
Most visitors came from Spain. Belgium & The United States were not far behind.
25
EMES Activity Report 2015
Institutional members academic programs AICCON (https://goo.gl/oR8m1O) kk The fund raising school.
CIRTES kk Master course “Économie sociale”. (https://goo.gl/
sPhVRZ)
kk Executive training, European Summer School on the
Social Economy.
kk Seminar “Économie sociale et transition”. (https://goo.
gl/EjLLea)
kk MUEC Master.
CES-BE (https://goo.gl/OA3iwj)
EURICSE (https://goo.gl/8oeZIX)
kk Master in Management of Social Enterprises.
kk SIBEC – the Italian School for Common Goods.
kk University Certificate in Management of Social
kk European Summer School on Social Economy.
Enterprises.
kk Master Programme in Management of Social
Enterprises.
kk Seminar on the social economy. kk Course on “Entrepreneurship and Management in the
kk Executive.coop.
Social Economy”. kk PhD seminar on “Social Entrepreneurship”.
ICSS kk Master’s Degree in Social Work With a Focus on the
Middle East. (https://goo.gl/s5UdJl)
CCS kk Masters in Cooperative and Social Enterprise. (http://
www.ucc.ie/en/ckl10/)
LEST kk Executive Master “Économie Sociale et Solidaire:
Organisations et Projets”. (https://goo.gl/qdrZKQ)
CSE kk Master in Social Entrepreneurship and Management.
(https://goo.gl/dEmnSu)
YC-GCU kk Master in Social Business and Microfinance. (https://
CES-PT kk Master’s Programme in Social Intervention, Innovation
and Entrepreneurship. (https://goo.gl/awmH7M) kk Pós Graduação em Economia Social - Cooperativismo,
Mutualismo e Solidariedade. (https://goo.gl/kkCr0w)
26
goo.gl/rX1FOq)
TRAINING AND EDUCATION
Events Already in its fifth edition, the EMES international social enterprise research conference confirmed that it is the gathering of a multitude of scholars working on social enterprise from various disciplinary perspectives and in connection with other research areas. The network and its members participate in numerous conferences, seminars and events that is not possible to reflect here due to space limitations but which is available in the websites of EMES institutional and individual members.
27
EMES Activity Report 2015
5th EMES conference For the second time the event was held in a Nordic country and it was a great experience. The host was EMES institutional member FinSERN, an innovative organization that gathers researchers interested in the theme of social enterprise in Finland. Having a local partner with a strong commitment to advancing social enterprise research proved once again to be the best option possible. Indeed, the 5th EMES International Research Conference brought together researchers from different scientific approaches (non-profit sector, cooperatives, social economy, solidarity economy and civil society) as well as for emerging research communities (social innovation, social entrepreneurship, social investment, venture philanthropy, hybrid organizations, etc.). It is this coming together of a thriving community what makes the EMES conferences unique. A total of 186 papers presented in 64 sessions (seven panel sessions, 52 parallel sessions and five poster sessions) and more than 350 participants across four days that combined intense academic debate across fields and disciplines as well as networking moments, some of them constituting promising opportunities for future exchange and collaboration.
The conference was structured along the following 15 thematic lines: 1. Social enterprise models in an international perspective
8. Critical perspectives on social enterprises (crises of capitalism, gender issues‌)
2. Social innovation
9. Social enterprise and sustainable transition
3. Social impact, value creation and performance
10. Rural perspectives on social enterprise
4. Financing social enterprises
11. Social enterprise in healthcare and social care
5. Governance of social enterprises
12. Poverty reduction and community–led social enterprise
6. Social enterprise, human resource management, employment creation and job quality 7. Public policies, welfare systems and institutionalisation
13. New waves on cooperatives 14. Social enterprise and the solidarity economy 15. Social enterprise education, training and learning
For the first time, a team of conveners was put together for each thematic line, which contributed to the quality of the content and dynamism of the sessions stemming from each of them. We would like to thank all and each of them for their enthusiasm and active engagement. A full-fledged conference report was put published and is available on the conference webpage.
28
EVENTS
EVENTS
Other events The following two events are under preparation for 2016: 1. 2nd EMES-Polanyi International Seminar in collaboration with CNAM the Karl Polanyi Institute (planned for February 2016 in Paris). 2. 1st EMES-RILESS International Conference under the general title of “Solidarity economy and social enterprises“. The event will be hosted by Unisinos and it will be held in Brazil (planned for December 2016). In 2015 EMES was present at the EU Forum on Social and Solidarity Economy (EFSSE). Representatives of three of EMES institutional members, Jean-Louis Laville (Cnam), Sílvia Ferreira (University of Coimbra) and Giulia Galera (EURICSE) participated in Forum, which aimed at promoting an exchange of experiences among the different actors in the social and solidarity economy in Europe, highlighting the problems faced by the sector, as well as its potential in tackling the effects of the crisis. The forum proposed specific actions of political impact to foster the consolidation and expansion of the SSE within the EU. Participants discussed how to make European, national and local institutions work actively in favour of the SSE and attempt to define the role and responsabilities of the different agents around the social and solidarity economy (institutions, coops workers, social networks, political parties). In workshops and plenary discussions the forum discussed issues like the current status of social and solidarity economy and trends; the management of the common goods; transformative instruments of finance and mutual aid financing; public policies matching the social and solidarity economy needs and challenges; and more.
29
EMES Activity Report 2015
Communication and dissemination The virtuous circle of the goal that EMES aims to achieve really becomes complete with the incorporation of communication and dissemination into the core functions of the network. Beyond reaching the right audiences with the materials and knowledge that EMES and its members generate, it becomes increasingly relevant to incorporate current and potential stakeholders (mainly students, researchers, practitioners and policimakers) into the creation of such knowledge through their participation in research projects, events or communication campaigns. 30
COMMUNICATION AND DISSEMINATION
EMES website The EMES website is continuously updated with news about the projects and activities but since 2013 it also features the institutional and individual members that join the network. It constitutes one of EMES’ main tools to disseminate results and actions together with a number of web-enabled tools such as the social networks and the news alerts.
EMES website visits Map Overlay | 166 countries
www. emes.net January 01- December 31, 2015
Visits by County Main 9 countries United Kingdom
2,108
United States
1,708
France
1,440
Russia
2,086
Italy
1,694
Finland
1,325
Spain
1,863
Belgium
1,659
Germany
1,168
32,517
21,177
64.05%
95,129
Visits
% New visits
Users
Pages viewed
31
EMES Activity Report 2015
Social networks EMES takes the social network seriously given the number of information readily available for sharing that is available to the coordination unit and the EMES members. In addition to keeping its own Twitter and Facebook it also manages the social media of its main projects (TSI and ICSEM) and contributes to the ones managed by other partners (Social Innovation Europe).
In December 2015 we launched the second Facebook challenge in order to encourage the number of followers of the page.
Facebook Page “Likes� January 01- December 31, 2013
1,6k 1,4k 1,2k
Total likes
1,064
Total likes
January 01
1,642
December 31 1k Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dic
Twitter | @emesnetwork
378
Followers Following Thu, Dec 31 2015 Followers 774 Following 771 Wed, Dec 31 2014 Followers 579 Following 295
tweets and mentions
188 likes
774 followers at Dec 31st 32
COMMUNICATION AND DISSEMINATION
TRAINING AND EDUCATION
Projects social networks Third Sector Impact
Twitter name: @TSI_EU
A Facebook page was created in April 2014 to start communication about the project, providing a space to announce events and report back from them,
Facebook page:
announce news, and to raise general interest in the project and promote the
www.facebook.com/
brand. We also feature TSI stakeholder news and other information relevant to
thirdsectorimpact/
the third sector and TSI’s field of research. Date: The page is updated daily, thus generating a growing followership of the project
September - November 2015
(from 388 FB Likes / 87 Twitter followers in March 2015 to 563 FB Likes / 182 www.uni.no/en
Twitter followers in December 2015. EMES published three TSI news alerts throughout the year, informing about project news and publications, events, stakeholder and TSI researcher profiles, and new consultations. It offers quotes by consortium members about TSI project and informs about stakeholder news relevant to TSI’s objectives. Subscribers can sign up via the TSI website and Facebook page.
The following three TSI news alerts were published in 2015: November 2015 (486 subscribers)
TSI News Alert #5
June 2015 (322 subscribers)
TSI News Alert #4
March 2015 (273 subscribers)
TSI News Alert #3
SIE Project
TSI News Alerts
3
Twitter name: @SIE_EU
With regard to the SIE project, EMES started a Facebook discussion group to build on this first round of input and to engage more researchers, advertising
Facebook page:
those platforms and their objectives in an article on the Social Innovation Europe
www.facebook.com/
webpage and using EMES Network contacts. As for Twitter, EMES retweeted all
groups/1609053715990055/
SIE tweets to 715 followers on Twitter @emesnetwork. Date: Rocio Nogales: Producing relevant scientific knowledge around social innovation,
August 2014 - July 2016
Social Innovation Europe, EC also featured in SIE Bulletin #3
Project page on emes.net
33
EMES Activity Report 2015
News page and News Alerts An international network like EMES with such a geographic and thematic breadth generates a phenomenal amount of news, not only from its own activities but also via its members. From the EMES Coordination unit we try to keep up with the path via the News section in emes.net and the launch on periodic News Alerts that redirect interested readers to the right content and publications.
Dissemination campaigns 1,200 people were signed into the News Alert distribution list by December 2015. Here’s the info on the News Alerts produced:
1,200
12/22/2015
EMES News Alert - December 2015
people signed up by
11/30/2015
EMES News Alert - November 2015
December 2015
10/20/2015
EMES News Alert - October 2015
09/29/2015
EMES News Alert - September 2015
06/22/2015
5EMESconf - Last day for registering
05/31/2015
EMES News Alert - May 2015
04/23/2015
EMES News Alert - Early bird registration deadline postponed
04/17/2015
EMES News Alert
01/15/2015
EMES News Alert - Conference deadline, TSI, SIE, and more
34
EMES membership There are two categories of members in EMES, institutional and individual, and each of them brings to the table different set of capacitities in order to ensure the sustainability of the network.
35
EMES Activity Report 2015
Institutional members Institutional members represent a solid institutional strength behind EMES. Indeed, they take the leadership in organizing events and launching publications that draw from the research they conduct. Three institutional members left the network in 2015 mainly due to financial restrictions. Indeed, the Spanish institutional members of EMES, CIES, as well as the French one, CRIDA, ceased its membership due to its dissolution. The director of CIES, Isabel Vidal, founding member of EMES and member of its Board of Directors withdrew from the Board as a result of the ceasing of activities of the centre. CRU changed its status from institutional member to having all its researchers as individual members of EMES. Two new institutional members were also formally accepted in the course of the General Assembly of Helsinki, namely the Centro de Estudas Sociais (CES-PT, University of Coimbra, Portugal) and the
AICCON - Research Centre on
CES-BE - Center for Social Economy.
CCS - Centre for Co-operative Studies.
Cooperation and Non Profit
Univ. of Liege (BE)
Univ. College Cork (IE)
website
website
CES-PT - Centre for Social Studies (PT)
CIRTES - Centre Interdisciplinaire de
Organizations. Univ. of Bologna, Forlì Campus (IT) website
CSE - Centre for Social Entrepreneurship.
Recherche Travail, État et Société.
Roskilde University (DK) website
Catholic Univ. of Louvain (BE)
website website
36
EMES MERMBERSHIP
Yunus Centre for Social Business and Health (Glasgow Caledonian University, Scotland, UK). The CES-PT is an interdisciplinary research centre with a solidarity economy research group that gathers 127 researchers, 79 post-docs, 74 research assistants and 75 PhDs. It has participated in 92 research projects, both national and international. The Yunus Centre does a lot of research across Europe and is focused on social enterprise and health due to existing health inequalities. Glasgow Caledonian University has a long commitment to social justice, social innovation and learning as well as campuses in London and New York. As for individual members, there were a total of 238 who joined EMES in 2015 and they came from over 40 countries. Among these individuals, 67 were PhDs students and 171 were individual researchers. They have the opportunity to keep their on-line profile updated so as to share their latest publications and participation in research projects with the rest of the EMES community and the world.
EURICSE - European Research Institute
finSERN - Finish Social Enterprise
ICSS - Institute for Civil Society Studies.
on Cooperative and Social Enterprises.
Research Network (FIN)
Ersta Sköndal Univ. College (SE)
website
website
ISF - Institute for Social Research.
LEST - Laboratoire d’Economie et de
YC-GCU - Yunus Centre for Social
Oslo (NO)
Sociologie du Travail, LEST. Univ. of
Business and Health (UK)
Univ. of Trento (IT) website
Aix-Marseille (FR) website
website website
A detailed description of each research center can be found in the “About us” section of www.emes.net 37
EMES Activity Report 2015
38
RESEARCH INITIATIVES
Functioning and governance of EMES The transformation into an international organization with open membership and members from all over the world in 2013 brought about challenges at the administrative levels. The basis for addressing and solving them were laid out in 2014 and finally implemented in 2015.
39
EMES Activity Report 2015
Governing bodies Board of Directors For the first time in EMES, an open election was held to elect the new Board of directors in early autumn 2015. Institutional and individual members voted for representatives in each of their categories. PhD students also elected one representative to occupy the seat devoted to them in the Board.
The election process lasted five months with open call for candidates from around the world and a final e-voting system in place. With a view on reflecting the international nature of the network, the current Board of Directors set the rules and process leading up to these (reflected in the new bylaws to be approved in the 2015 General Assembly in Helsinki). The Nominating Committee consists of two Board members and two nonBoard members; it assists the Board to find and suggest at least four new institutional, and two new individual members to stand for election. Candidacies for individual seats at the Board could be sent for two moths (May-June) and several reminders were sent to members before the candidacy submission deadline. Specific guidelines were given to individual members interested in sending their candidacy while institutional members were invited to propose a candidate as well. Regarding the rules, there was a maximum of two candidates per country for in the case of being more than two, consensus will be sought and if it cannot be reached, the Nominating Committee will make the decision. PhD students constituting a category of EMES members were also invited to send their candidacies as well so their peers can select their representative in the Board. All the candidate profiles were published on EMES website before the 2015 General Assembly of Helsinki, so members could meet them in person. The election took place electronically after the summer on time for the autumn meeting of the Board. The term of office for the new Director is four years and mandates can be renewed for a maximum of three years, except the immediate past president who can serve four consecutive terms. Seven members out of 13 sought re-election and they were all confirmed. The new resulting Board (with a positive gender balance: eight women out of 13 member) is included below with a mention to whether they are renewed or newly elected members:
40
FUNCTIONING AND GOVERNANCE OF EMES
FUNCTIONING AND TRAINING GOVERNANCE AND EDUCATION OF EMES
Taco Brandsen (NL) (renewal) is the
Francesca Calò (CGU-Yunus-UK) –
representative of the individual EMES
PhD representative. Francesca is the
members and joined the Board in July
elected representative of the PhD and
2013. He is Professor of Comparative
Early Career Researcher category and
Public Administration at Radboud
was elected y EMES PhD members to
University Nijmegen, The Netherlands.
joined the Board in October 2015. She
He received master’s degrees in
is completing her PhD at the Yunus
Public Administration and in English
Centre for Social Business and Health
Literature from Leiden University
at Glasgow Caledonian University.
and a PhD in Public Administration
The PhD aims at understanding how
from Twente University, for which
can social enterprises measure and
he won the Van Poelje Award for
demonstrate their social impact in
the best dissertation on public
comparison with the other providers
administration in The Netherlands. He
(such as for profit organisations,
has published extensively on issues
public sector and other non profits). In
such as governance, public services,
particular she will focus on the following
co-production, social innovation and
three more specific questions: Prior
the third sector. He has been Visiting
to joining the Yunus Centre, Francesca
Scholar at Harvard University and
received her MSc (International
Corvinus University Budapest. He has
Management) from Fudan University,
been involved in numerous national
Shanghai and Bocconi University
and European research projects,
Milan. She worked as a practitioner in
for example, as Coordinator of the
a social enterprise for one year and as
FP7 WILCO project (2010-2014) and
a research fellow in CERGAS- Bocconi
participant in the Third Sector Impact
University for two years.
Taco Brandsen
Francesca Calò
and LIPSE projects. He is or has been board member of the European Group
Anna Ciepielewska-Kowalik (PL)
of Public Administration (EGPA), of
holds a PhD in political sciences. Her
the International Research Society
doctoral thesis “The Role of non-
on Public Management (IRSPM) and
profit organisations in early childhood
of the Dutch Association for Public
education and care policy in Poland
Administration, as well as Secretary-
after 1989” won the third degree award
General of the European Association
for the best doctoral dissertation in
for Public Administration Accreditation
the field of social policy, organised by
(EAPAA).
the Ministry of Labour and Social Policy
Anna Ciepielewska-Kowalik
in Poland in 2013. She is an assistant professor and a full-time researcher at the Institute of Political Studies the Polish Academy of Sciences in Warsaw. Her research focuses on social policy, the third sector and transformations of post-socialist welfare states. She is currently performing the first Polish research on co-production of welfare
The Board met twice formally in 2015 in spring (18-19 March) and in the fall (10-11 December) in Brussels and once informally in Helsinki on 30 June.
services with a special regard to education and social assistance.
41
EMES Activity Report 2015
Jacques Defourny
Silvia Ferreira
Jacques Defourny (CES-BE)
Giulia Galera (EURICSE-IT), is a senior
(renewal) is the director of the Centre
researcher at the European Research
d’économie social at the HEC-University
Institute on Cooperative and Social
of Liege (CES), one of the two Belgian
Enterprises (Euricse), one of the two
members of EMES. He was the
Italian institutional members of EMES,
president of EMES from its constitution
since 2008.
in 2002 to 2010, and is currently its
Her research activities are focused
treasurer. He is professor of economics
on the role and on the potentialities
at HEC Management School, University
of social enterprises in transition
of Liege (Belgium) where he is also
contexts, on the concept of social
a director of the Centre for Social
enterprise and its normative
Economy (www.ces-ulg.be). Since 1996
evolution, and on the impact of social
and until recently, he has been acting
enterprises on local development.
as the founding coordinator and then
She graduated in International and
the president of the EMES European
diplomatic sciences and she obtained
Research Network (2002-2010). He
a PhD in International Studies from
holds a Master in economics (Catholic
the School of International Studies of
University of Louvain), a Master
the University of Trento. She started
of public administration (Cornell
collaborating with the institute for the
University, Ithaca, N.Y.) and a Ph.D.
Study of Nonprofit Enterprises in 2000,
in economics (University of Liege).
being engaged in research activities
His work focuses on the emergence
and in European projects.
of social enterprise in various parts of the world and on conceptual and
Nicole Göler von Ravensburg (DE), is
quantitative analysis of the third sector
tenured Professor of Socio-economics
in developed as well as developing
at Frankfurt University of Applied
countries.
Sciences. She holds a PhD in Economics (Marburg University/Germany, 1998).
Giuliana Galera
Sílvia Ferreira (CES-PT) (renewal),
Nicole joined EMES in 2013 and is
holds a PhD in Sociology from
cooperating in the ICSEM project. Her
Lancaster University (UK), degree
postdoc-research centered mainly on
and masters in Sociology from the
coop start-ups, social and educational
Faculty of Economics of University of
coops in Germany, her graduate
Coimbra (FEUC). Currently assistant
research on coops in developing
professor in Sociology at FEUC, where
countries and in Europe.
she works since 2002. Researcher at the Centre for Social Studies (in the research group on Social Policy, Work Nicole Göler von Ravensburg
and Inequalities) and at the Center for Cooperative and Social Economy Studies of the Faculty of Economics. From 1996 to 2001 she worked as research Assistant at the Center for Social Studies, namely in the project Reinventing Social Emancipation among others.
42
FUNCTIONING AND GOVERNANCE OF EMES
Lars Hulgård (CSE-DK) (renewal),
la sociologie économique (LISE UMR
founding member of EMES, was
6209), CNAM-CNRS. Jean-Louis Laville
elected President of EMES on January
is also a member of several expert
2010. He is the founder the Centre
societies. He is for example a member
for Social Entrepreneurship, Danish
– representing Europe – of the Board
institutional member of EMES. He is
of directors of the International Society
professor of social entrepreneurship
for Third Sector Research (ISTR),
at Roskilde University (RUC, Denmark),
and a member of the Association
where he serves three main functions:
Internationale des Sociologues de
1. Chair of the research group Social
Langue Française (AISLF), within which
Innovation and Organizational
he is co-responsible for the Research
Learning, 2. Chair of RUCinnovation
Committee on “Economic sociology”. He
– RUC’s platform for innovative
is the European coordinator of the Karl
collaboration, 3. Research, teaching
Polanyi Institute of Political Economy.
Lars Hulgård
and consultancy in social innovation, social work, social entrepreneurship,
Marthe Nyssens (CIRTES-BE)
co-production in social service and
(renewal), founding member of
capacity building. In 2004-05 he was
EMES, is the president of the Centre
the first international coordinator of
de Recherches Interdisciplinaires
CINEFOGO-Network of Excellence,
Travail, Etat, Société (CIRTES, Catholic
an international cross-disciplinary
University of Louvain, Belgium), one of
network funded by the EU, 6th
the two Belgian institutional members
Framework Programme. He has been
of EMES. She is full professor at the
visiting scholar at Harvard University
Department of Economics of the same
(2004), University of California (1998)
University. She holds a Masters in
and University of Mannheim (1992). He
Economics (University of California at
was a research consultant to the Danish
San Diego) and a Ph.D. in Economics
Ministry of Social Affairs between 1990
(University of Louvain). Her work
and 1998 and former President of the
focuses on conceptual approaches to
Danish Sociological Association. He
the third sector (both in developed
was recently appointed member of
and developing countries), on the links
the Danish Government Committee on
between third sector organisations and
social enterprise.
public policies and on the emergence of
Jean-Louis Laville
Marthe Nyssens
different social enterprise models in an Jean-Louis Laville (FR) (renewal),
international comparative perspective.
founding member of EMES, is an individual member of EMES. He initially
Mary O’Shaughnessy (CCS-IE)
graduated in economics, before
(renewal), founding member of
obtaining his PhD in sociology from
EMES, is a researcher at the Centre
the Institut d’études politiques in Paris.
for Co-operative Studies, University
He also holds an HDR (Habilitation
College Cork; the institutional Irish
to conduct researches – Paris X). He
member of EMES. She is also a full-time
is a professor at the Conservatoire
lecturer in the Department of Food
national des arts et métiers (CNAM,
Business & Development at University
Paris), head of the Chair of Service
College Cork. The topic of her PhD was
Relations and co-director of the
survival strategies of rural based social
Laboratoire interdisciplinaire pour
enterprises. She is a member of the
Mary O’Shaughnessy
43
EMES Activity Report 2015
Irish National Rural Network and is the
Simon Teasdale (CGU-Yunus-UK)
academic director of the NUI BSc Rural
is Professor of Public Policy and
Development by Distance Learning.
Organisations and Social Innovation
She teaches at both undergraduate
Change Leader at Glasgow Caledonian
and postgraduate level. Her research
University (GCU) and has responsibility
interests include rural development,
for developing a social innovation
social and cooperative enterprises.
culture across GCU. Simon is Associate Editor of Social Enterprise Journal and
Francesca Petrella
Simon Teasdale
All the candidate profiles were published on EMES website before the 2015 General Assembly of Helsinki, so members could meet them in person. The election took place electronically after the summer on time for the autumn meeting of the Board.
Francesca Petrella (LEST-FR) is a
has sat on various government and
lecturer at the Aix-Marseille University
academic committees. He recently
and a researcher in economics at the
designed Glasgow Caledonian
LEST since 2006. She is co-responsible
University’s pioneering MSc Social
of the second year of the Master
Business and Microfinance programme
Degree specialised in the management
and teaches the module Global Social
of third sector organisations of
Entrepreneurship. His research draws
the Aix-Marseille University. She is
upon a range of qualitative and
member of research networks at
quantitative methods and has been
national and international levels
funded by bodies such as the Economic
(e.g. CIRIEC International, CIRIEC
and Social Research Council, Medical
France, RIUESS). She has developed
Research Council and the OECD. His
research works on social economy
work on public policies and social
organisations, their evolution and
enterprise has been published in
interactions with public policies,
journals such as Economy and Society,
social innovation, quality of work in
Housing Studies, Organization and
social economy and on new forms of
Journal of Social Entrepreneurship.
governance of social welfare services. In particular, she studied childcare and personal home care services. She participated in the European research programme on « Third system and Employment » (CRIDA, Paris, 2000) and in the European Programme on « Transformation des structures familiales et des politiques sociales » (CRIDA, Paris, 2001-2004). She is currently part of the TSI project (European research project aimed at identifying the scope and size of the third sector in Europe and at measuring its impact for society) in which EMES is involved and member of the french team of the ICSEM Project.
44
FUNCTIONING AND GOVERNANCE OF EMES
General Assembly A total of 79 members participated in person in the General Assembly held in Helsinki on 1st July. In addition to approving the accounts of the previous years, accepting the two new institutional members and approving the Board election procedures, a new set of bylaws was approved in the course of the 2015 General Assembly. The bylaws renewal was a lengthy process lasting over two years that took into account modifications, comments and questions from all members of the Board of Directors as well as individual members. The General Assembly was led by Lars Hulgård and Rocío Nogales who helped introduce EMES to new members and to share developments as reflected in the new bylaws. The PhD representative who had been previously elected among the PhDs, Francesca Calò, was also introduced to the General Assembly.
1. Approval of the agenda 2. Brief discussion about the annual activity reports 3. Approval of the financial report 2014 4. Approval of the new bylaws 5. Membership: 5.1. Approval of new institutional members and cease of old institutional members 5.2. Thanking Board members 6. Board election process: 6.1. Presentation of candidates 6.2. Presentation of PhD representative 7. Selection of next GA meeting date and time
45
EMES Activity Report 2015
Rocío Nogales
Sabine Spada
Jennifer Eschweiler
Coordination Unit The three members of the Coordination Unit, Rocío Nogales, Sabine Spada and Jennifer Eschweiler continued to provide the required support needed for the functioning and the mission of EMES. On the one hand, Jennifer Eschweiler completed a year full of initiatives with relation to the TSI project and participated in the SIE and SE_Norway projects. Sabine Spada continued to be the administrative contact point for EMES, making sure that everything was ready and delivered on time. As for Rocío Nogales, she focused on ensuring that new project proposals and new strategic partnership crystallized. She was also involved in enhancing the participation of EMES members in the entire election process and the General Assembly. Communication being at the heart of the Coordination Unit, both Rocío and Jennifer constantly updated the various communication channels and addressed all kind of questions and requests from interested researchers, students and general public from around the world. As it is always the case in the years of EMES international conferences, the work of the Coordination Unit was supported by the staff members and volunteers from the 5th conference host, finSERN. Thanks to them, the event was well organized and a success in terms of organization, content and participation. We would like to thank them again for their commitment and their assistance before, during and after the conference.
46
FUNCTIONING AND GOVERNANCE OF EMES
1%
Financial situation overview The revenues of EMES in 2015 approached 310,000€ with the majority of the
12%
income stemming from research projects (49%); the organization of events (38%); membership fees (12%); and other minor areas such as service provision and
49%
booksales (1%).
38%
The financial result of EMES for 2015 was positive, with a small benefit that is reinvested into the association. As in previous years, a key question for EMES continues to be to find its financial sustainability from its own resources be it membership, return from events and the provision of services, mainly in the context of projects. In this context, developing solid partnerships with foundations for specific events, training programs, research projects or any other
joint initiative appears as a critical element for the future of EMES. A new analytical accounting system requested by the Board in 2014 was
Organizations of events
Membership fees
Service provision/book sales
implemented in 2015, meaning that the 2014 accounts were presented in the spring 2015 following that new format. As a way to complement that analytical
Research projects
accounting, individual event and project financial result forms were also introduced so as to capture the real final situation of all these activities.
47
EMES Activity Report 2015
Partnerships and alliances
EMES Alumni Network Network page on emes.net The Alumni hold different types of positions in academia (research and/ or teaching) or outside. They share their experience and networks with PhD candidates, thereby forming a bridge between these students and senior scholars in the field of social enterprise; they participate in the consolidation and diffusion of the EMES network across geographical and disciplinary boundaries; and they more broadly contribute to promoting research and networking in the field of social enterprise.
The EMES Alumni network gathers scholars who have had their PhD on a topic related to social enterprise and who participated in one of the EMES PhD summer schools.
During the Helsinki Conference, the EMES Alumni network held its first formal meeting gathering seven young scholars having recently got their PhD and involved in EMES. Members of the group who participated in the meeting of the network include: Millán Díaz-Foncea (Spain), Jennifer Eschweiler (Germany), Michela Giovannini (Italy/Chile), María Granados (Colombia/UK), Carmen Guzmán (Spain), Benjamin Huybrechts (Belgium), and Pablo Nachar (Chile). After a first roundtable to share the expectations with regard to this network, two main goals were identified. On the one hand, the Alumni network should be a space for mutual exchange about the challenges and opportunities of early career development, including obtaining research funding and academic positions. On the other hand, the network endorses a supporting role for PhD students working on social enterprise, translating into a presence at the EMES PhD summer school and interactions with the EMES PhD network.
RILESS Network page on emes.net RILESS is the Network of Latin American Researchers on Social and Solidarity Economy and it is coordinated by “Social Policy and Practices” research group (PPGCS) at Unisinos and the National University of General Sarmiento (Argentina). After over a decade of partnership, RILESS and EMES organize the 1st EMES-RILESS International Conference under the general title of “Solidarity economy and social enterprises“. The event will be hosted by Unisinos and it will be held in Brazil in December 2016. 48
FUNCTIONING AND GOVERNANCE OF EMES
The Karl Polanyi Institute of Political Economy Partner website The first EMES-Polanyi international seminar in February 2012 in Paris represented a solid success both in terms of academic results and participation. The event brought together renown scholars and a growing public interested in the Polanyian approach to political and economic sociology and related disciplines to discuss specific papers and Polanyi’s ouvre overall in light of the current social situation. The event offered the two partner organizations, EMES and the Polanyi Institute to identify an audience interested in Karl Polanyi and his legacy. The Polanyian analitical approach and the novel dimensions brought forward in his writings offer a way to enrich the debates around social and solidarity economy as well as social enterprise and social innovation against the ultimate background of democracy. Conversations about a possible 2nd EMES-Polanyi international seminar began in 2015 among EMES and the Polanyi Institute as well as the posible host, CNAM.
Presence in international and European institutions Expert Group on Social Entrepreneurship of the European Commission (GECES) The GECES was set up for six years (2012 – 2017) as part of the European Social Business Initiative (SBI), launched to create “a favourable climate for social enterprises, key stakeholders in the social economy and innovation”. The group is regularly consulted by the Commission to give their input on achieving SBI’s aim and on the general development of social entrepreneurship and social economy. The Managing Director of EMES, Rocío Nogales, was appointed as private expert from the academic and think tank sector for a first mandate in 2012, which was confirmed by the European Commission in June 2015. In the summer of 2015, she was invited to coordinate an internal working group focusing on visibility and awareness-raising of social enterprises working with over 25 peer GECES members. The results of this work will take the form of recommendations to be included in a General Report from the entire GECES to be presented in the course of a European conference on social enterprise.
49
EMES Activity Report 2015
OECD EMES was invited to participate in the “Compendium on Social Entrepreneurship Policies” coordinated by the OECD and the European Commission”. This compendium showcases successful national and subnational initiatives and policies that support social enterprises were prepared. This compendium intends to inspire Member States and regions and to offer guidance on the implementation of relevant initiatives and policies in the national, regional or local context.
UN Inter-Agency Task Force on Social and Solidarity Economy (UN-TFSSE) www.unsse.org EMES was invited to join this global Task Force at the end of 2014 and since then the network has been involved in the regular conference calls as well as initiatives aiming to emphasize the role of the social and solidarity economy vis-à-vis UN institutions. In collaboration with the Task Force, EMES organized a session during its 2015 Helsinki conference on the role of research at the UN-TFSSE. This session was chaired by Jean-Louis Laville, CNAM, France and EMES Board member, and aimed at introducing this unique task force. The UNTFSSE origins, objectives and some of its activities were presented by the TFSSE Research Coordinator, MarieAdélaïde Matheï (Research Analyst, United Nations Research Institute for Social Development, UNRISD). She also shared the TFSSE vision on social and solidarity economy as an alternative pathway to sustainable development through a short presentation of the TFSSE position paper. In addition, Igor Vinci, Rural Institutions and Social Protection Consultant of the Food and Agriculture Organizations (FAO) offered a presentation entitled “Harnessing the Role of Rural Organizations in Social Protection” with the aim of introducing an example of work of a TFSSE member. Next, Marie-Adélaïde Matheï presented the first position paper, “Social and Solidarity Economy: Tensions, Opportunities and Transformative Potential”, and stressed the importance of the regular position papers produced by the Task Force. The session ended with a discussion on possible ways forward for the Task Force and the gathering of ideas for future topics, themes and challenges to be addressed by the TFSSE in the future. 50
FUNCTIONING AND GOVERNANCE OF EMES
Overall evaluation for 2015 and overview for 2016 The year 2015 confirmed that EMES is a solid organization that can live up to the challenge of expanding its membership from a dozen individual members in Europe to over 200 across the world. Moreover, the quality and impact of the main research projects carried out by the network continues to increase. Therefore, in 2016 EMES will aim to engage in new initiatives that enable its membership to take the leadership in shaping the field. Obtaining new international comparative projects thus remains a primary objective for EMES. Under its first woman president, EMES will embark in a new strategic planning process that can set the direction of the network in the following years. This president will also be the host of EMES’ 6th internation conference in Louvainla-Neuve in July 2017, as announced at the end of the Helsinki conference in July 2015. Engaging our members and making them feel part of the EMES community is certainly another priority for the network in 2016. When one sees the richness and variety of the members of EMES throughout the world it is hard not to feel positively overwhelmed given the potential for knowledge exchange and synergies. We will work on it to crystallize as much of that potencial as possible. Beyond the network itself, the work that our partners are doing is outstanding and we will thrive to find ways to work together. Likewise, teaming up with foundations that support the contribution of EMES to the changing social enterprise eco-system will be a priority for next year. Lastly, following the evolution of practice and public policy on social enterprise in Europe and worldwide also constitutes an important dimension of the task of the EMES. Such task is ensured via ongoing contact with the field and representative organizations and via the presence of the coordination unit and some key EMES members in experts groups and committees at international and local levels. In all, we face 2016 with the convinction that sustaining the mission of a network like EMES is more needed than ever. On the one hand, the complex evolution of social enterprise across countries and regions requires a rigorous approach which, nevertheless, also allows for variations; and on the other hand, the increasing reduction of financial opportunities for social science researchers in general makes it urgent to nurture a community that offers occasions of exchange and crossfertilization among researchers working on social enterprise. With this in mind, we salute 2016 and wave a grateful farewell to 2015. 51
EMES Activity Report 2015
Next EMES conference
52
OVERALL EVALUATION FOR 2015 AND OVERVIEW FOR 2016
The three SE pillars: Social Entrepreneurship, Social Economy and Solidarity Economy
The next EMES International Research Conference on Social Enterprise will be the 6th edition of this event and will take place in Louvain-la-Neuve (Belgium) in July 2017. Our host will be one of our two Belgian institutional members, CIRTES from the Catholic University of Louvain.
If you have ideas or suggestions that you would like us to consider when preparing this major event, please let us know by writing to us at info@emes.net
53
EMES Activity Report 2015
Some memories from 2015 to close the report...
54
www.emes.net 56