pef - 5yearjourney final
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7/31/2019 PEF - 5yearjourney Final
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PEF
Our 5 Year Journey
AVPN Road ShowOctober 2012
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7/31/2019 PEF - 5yearjourney Final
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To empower young people to reach
their full potential
PEF
Sweet Spot
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Education &
employment
Scalebest
charities
Deploybusiness
resources
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Helping
kids who
fail
Remedial -
young
people notemployed
Develop
good
citizens
Intervene
earlier
School to
Work
Transition
School to
Work
Transition
4-24yrs Post-16 Post-16 4-12yrs 14-19yrs 4-19yrs
5
Charities
8
Charities
12
Charities
16
Charities
18
Charities
3 JVs
3 Nursery
5m 6m 4m 4m 4m7m +
3m SIB
2007 2008 2009 2010 2011 2012
After 5 years, we know where we can
have impact
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PEF Sweet Spot!National significance
Business interestHighly measurable
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Our approach strategic investment
coupled with business expertise
100% OF DONATIONS
GO TO CHARITY
DONATIONS ARE
MULTIPLIED 5X
PRO BONO EXPERTISE FOR
PEF & CHARITIES
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Two secrets of our success
Picking the winners - moving them
from good to great
Deploying the skills of business
1.
2.
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5 questions to pick the winners
Mission alignment
A proven
intervention
Scalability
Confidence in theleadership
Capacity of the
charity
Children and young people; preferably 14-19 yrs
Education & employment; school-to-work transition
Measurable outcomes and proven impact
Distinctive intervention with research back up
Identifiable market for the product
Government interest in intervention/ client group
Can PEF work with the management and board
Appetite for business improvement and scale
1m-10m turnover
Can absorb investment and skills
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Moving charities from Good to Great
, leadership, pay all the overheads
PEF is a strategic
partner
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Scale Up PhaseGrowth Fund >5m
Branding and visibility for PEF
Major influence on the board
Joint venture or strategic partner roleSocial Impact Bond
Prepare for exit
IntroductionDue diligence
Deal team to provide biz support
Dragons Den prep
Grant agreementMilestones
First 100 Days
Getting to know the charity
Creation of joint strategy
Development of Biz Plan
Measurement and data systems
Opportunity PhaseGrowth plans - speed, geography, market
Stabilising the core functions
Product and market definition
Preparing the leadership
Strategic application of investment
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Two secrets of our success
Picking the winners - moving them
from good to great
Deploying the skills of business
1.
2.
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SocialChangeStaff learn,feel-good,
retention
Intelligentgiving
PEF givesrecognition,PR benefits
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Involving business in social change
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There is nothing that pro bono
business partners cant do!
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PEF is a
broker/coordinator
Scale Up PhaseGrowth Fund >5m
Branding and visibility for PEF
Major influence on the board
Joint venture or strategic partner roleSocial Impact Bond
Prepare for exit
IntroductionDue diligence
Deal team to provide biz support
Dragons Den prep
Grant agreementMilestones
First 100 Days
Getting to know the charity
Creation of joint strategy
Development of Biz Plan
Measurement and data systems
Opportunity PhaseGrowth plans - speed, geography, market
Stabilising the core functions
Product and market definition
Preparing the leadership
Strategic application of investment
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Ernst&Young has shown a business can
be involved in radical social change
Business needs to remember it is part of society. We even went
so far as saying wed like to define ourselves by making the
difference outside of what we do in work.One of these,
working with the Private Equity Foundation, aimed at reducing
the number of young people who end up without a job or any
education after leaving school aged 16. Asked whether he thinks
clients care about this sort of social giving, he says increasingly
that they do, and that it creates something of
a halo effect. More importantly,he argues, it is helpful given that
society has disconnected from
businessas a result of the
financial crisis post-2007.12
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Mentor young
people
Skills training
Offer work
placements
Entry level jobs
Mentor charity
staff
Deal Captain
Specialist projects
(strategy, HR, legal,
sales etc)
Lead a workshop
Due diligence
Research & cross
portfolio projects
Mentor PEF staff
Join a Committee
Become a Trustee
PEF Awards Dinner
Community
engagement
London Marathon
Football
Tournament
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Employees get involved suits, wellies
or running shoes!
Support youngpeople
Portfolio charities Support PEFFundraise or
community service
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Building the portfolio what we have
learnt
PEF has to be the expert; know what works
Unless you are visible, you cannot play the role of
catalyst
Most charities do not define product or market
Difficult to achieve impact without influence
Most donors fund inputs and hope for the best.
Funding outcomes is still light years away!
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