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Walking the Talk A Case Study of the BD Employee Volunteer Partnership Program in Zambia A case study prepared for BD and CMMB by The Corporate Citizenship Company

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Page 1: Walking the Talk › wp-content › uploads › BD... · 2012-03-06 · Walking.the.Talk:. a Case Study of the BD Employee Volunteer Partnership Program in Zambia BD CMMB Case Study

Walking the Talk A Case Study of the BD Employee Volunteer Partnership Program in Zambia

A case study prepared for BD and CMMB

by The Corporate Citizenship Company

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BD volunteer Shrita Smith worked alongside healthcare workers at Mpanshya Mission Hospital to ensure safe testing of blood samples.

BD donated a range of basic laboratory products including testing kits, syringes, needles and Petri dishes.

BD volunteers worked with teams at rural hospitals to build incinerators to dispose of hospital waste efficiently and safely.

Walking the Talk: A Case Study of the BD Employee Volunteer Partnership Program in Zambia

Front Cover: The images on the cover show the BD volunteers in action in Zambia training local healthcare workers to use donated BD products safely and effectively; working together to distribute the BD products; and visiting the office of their partner CMMB (Catholic Medical Mission Board).

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Welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .i

Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3

...1 ..Background. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

...2 ..Making.it.happen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

...3 ..In.Zambia. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

...4 ..Measuring.impact. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

...5 ..Looking.forward. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Appendices.

I. LBGModelassessment:exploringtheinputs,outputsandimpactsindetail 41

II. TheBDvolunteers 52

III.BDVolunteerProgramApplicationInformationGuide 53

IV.Pressreleaseandmediacoverage 69

V. Furtherreadingonmeasuringtheimpactsofemployeevolunteerprojects 71.

...Methodology

ThiscasestudywaspreparedbyMichelleDowat TheCorporateCitizenshipCompanyattherequestofBD, andisbasedon: •InterviewswithCMMBstaff,BDexecutives,BDvolunteers

•ReportsfromthefieldbyCMMBandBDvolunteers

•DiaryupdatesfromBDvolunteerswhileonassignment

Table.of.Contents

About.The.Corporate.Citizenship.CompanyThe Corporate Citizenship Company is a specialist management consultancy offering research, consultancy and publications to help businesses succeed as good citizens of our changing global society.

We have developed strengths in CSR consulting and reporting, community investment strategies and management, issues research, and performance evaluation through measurement and benchmarking. We are known for the creation and development of the London Benchmarking Group (LBG), the international model for measuring, benchmarking and reporting corporate community involvement programs. We publish the leading European magazine on corporate citizenship, Corporate Citizenship Briefing. Our directors have also published extensively on international corporate philanthropy and employee volunteering.

The company has a core team based in London, UK and an office in New York City, USA, both supported by an international network of associates.

For more information please visit our website at

http://www.corporate-citizenship.com

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WelcomeIn2005,tenBDassociatesfromaroundtheworldtraveledtofiveruralhealthcarefacilitiesinZambiatoassistinthefightagainstHIV/AIDS.In2006,anothergroupofBDassociatesarereturningtotheclinicstocontinuetheircolleagues’goodwork.IncollaborationwiththeCatholicMedicalMissionBoard(CMMB),BDAssociatesaremakingarealdifferenceinsomeoftheneediestruralZambiancommunities.

TheBDVolunteerServiceTripProgramisacelebrationofBDassociates’beliefintheBDcorporatepurposeof“Helpingallpeoplelivehealthylives”.ItalsosupportsCMMB’smissiontoprovidehealthcaretopeopleinneedworldwide,particularlywomenandchildren.

Inthetruespiritofpartnership,bothBDandCMMBwereabletoachievemoretogetherthanwouldhavebeenpossiblebyworkingalone.Throughcollaboration,wecombinedvaluableresourcesandskillssuchas:CMMB’snetworkofknowledgeandpartnersonthegroundinZambia;BD’smedicalresources,skillsandknowledge;CMMB’sexperienceingrassrootshealthcarechallenges;andBD’sabilitytoleveragefundsanddonationsfromotherpartners.

ThiscasestudysummarizesthechallengesandsuccessesofthefirstBDVolunteerServiceTripProgramtoZambia.Wecommissionedthisexternalreporttoassessthefullimpactsoftheprogram.Wemeasureoursuccessbytheimprovementsthatweactuallyachieve.Wehopetolearnfromthisreporttoensurethatfuturepartnershipsresultinpositiveexperiencesforthosewhomweseektohelpandforourvolunteers.

Werecognizethatthechallengestoimprovinghealthcaretheworldoveraregreatandcomplex,andthatthisprogramisbutadropintheocean.Nevertheless,ourexperiencehighlightstheopportunitiesthatexistforworkinginpartnershiptomakeasmallbutimportantcontributiontoimprovingthelivesofpeopleinneed.Wehopethiscasestudywillbeahelpfullearningtoolforothersinitiatingsuchpartnerships.

WethankandcongratulateeveryoneatBDandCMMBwhohaveparticipatedin,andsupported,theVolunteerServiceTripProgram.

John F. GalbraithPresidentandChiefExecutiveOfficerCMMB

Edward J. LudwigChairman,PresidentandChiefExecutiveOfficerBD

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“�This�volunteer�program�brings�BD�values�to�associates�in�a�way�that�is�very�personal,�as�well�as�extremely�rewarding�for�those�fortunate�enough�to�participate.�It�shows�the�world�that�we�don’t�just�talk�about�BD�values,�we�truly�believe�in�them�and�support�them�by�giving�the�most�valuable�asset�we�have�to�offer,�our�time.”�

—�Tom�Braden,�BD�Associate,�San�Diego

“�Your�donations�of�needles,�syringes,�computers�and�microscopes�will�forever�be�a�lasting�testimony�to�BD�saying�to�these�facilities:�“we�will�help,�we�are�in�this�together”…Everything�all�round�is�better�since�your�training�inputs�and�the�concern�your�company�has�shown�for�our�rural�poor.”�

—�Dr.�Elizabeth�Musaba,�CMMB,�Zambia

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Summary

In2005,tenBDemployeesfromaroundtheworldspenttwoweeksworkingatfiveruralhospitalsinZambia,acountryfacingextremehealthcarechallenges–16%ofthepopulationisHIV-positive.ThevisitwasthefirsttripoftheBDVolunteerServiceProgram,apartnershipinitiativewithTheCatholicMedicalMissionBoard(CMMB),designedtogiveBDemployeestheopportunitytotrulyillustratethecompany’scommitmenttoitscorporatepurpose:“Helpingallpeoplelivehealthylives”.

TheaimofthiscasestudyistopresentanoverviewandassessmentofthesuccessandimpactsofthefirstpilottripoftheBDVolunteerServiceProgram.ItisintendedtoinformBDandCMMBindevelopingtheprogramandothersuchinitiativesinthefuture,andtoprovideinformationandresourcesforotherorganizationsaimingtodevelophighimpactpartnershipcommunityprograms.

Background.and.preparation

ThefirstBDemployeevolunteertripwasdevelopedbyBDandCMMBworkinginclosepartnership.Asacompanythatdesignsandmarketsproductstoimprovehealthoutcomes,BDrecognizeditsabilitytocontributeskillsandexpertiseinhelpingtoaddresstheHIV/AIDSpandemicinthedevelopingworld.CMMBbroughtcomplimentaryskillsandexpertise,inparticularaknowledgeofZambiaandanetworkofpartnersonthegroundthroughwhichthefivesitestobevisitedonthisfirsttripwereselected.

Key.objectives:.CMMB

•FurtheranceofCMMBmissiontodeliverhealthcaretothoseinneedindevelopingworld

•StrengtheningofBD/CMMBrelationship,resultinginsupportinotherways

•StrengtheningofCMMB’sleadershippositioninZambia

•Templatefordevelopingpartnershipsandjointeffortswithotherdonorsandpartners

BD

•Giveassociatesanewopportunityto“walkthetalk”

•Assistintacklingglobalhealthissuesbysharingthecompany’scollectiveknowledge

•Continuethecompany’slegacyofgoodworks

•Fieldtestaframeworkforcorporatevolunteerprogramsinthedevelopingworld

•Workwithapartnerorganization,andmeettheirneeds

•Measureourimpactandsustaintheprogram

Executive Summary

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Volunteers.in.action

BasedonCMMB’sassessmentoflocalneed,fivepairsofvolunteerswithskillsaslaboratorytrainers,generallaboratoryassistantsandlightconstructionworkerswereselectedtotraveltoZambia.Theirobjectivesweretohelptoimprovethelaboratoryandgeneralfacilitiesattheruralhospitals,andinparticulartodeveloplocalhealthcareworkers’abilitytoperformroutinelabandHIV/AIDStests.TheBDvolunteervisitsweresupportedbyaplannedprogramofBDproductdonationsofbasiclaboratoryproducts,includingtestingkits,syringes,needlesandPetridishes,uptothevalueof$50,000(valuedat‘fairmarketvalue’byBD–seenoteonpage30).BDalsocommittedtoadditionalproductiondonationsoveratwoyearperiod,andtocoverallthecostsandexpensesforproject.Throughfundraising,BDassociatesraisedmorethan$20,000,matchedinpartbythecompany’smatchinggiftsprogram.Thecompany’sbusinesspartnersalsodonatedmoneyandproducts,includingcomputers,microscopesandothersupplies.

Thevolunteerswerewarmlywelcomedtothefivehospitals,andforallthevisitwasaremarkable,challenging,enjoyableandevenlife-changingexperience.Eachvolunteerfeltthatevenintheshorttime,theywereabletomakeadifferencetothehospitalandthepeopleworkingthere.Somekeyareasoflearningfromthefirsttripincluded:

•Understandlocalneedsandkeepitsimple:recognizelocalrealitiesandthinkbasicandlongtermwhenestimatingvolunteers’potentialcontribution.Getasmuchinformationinadvanceaboutlocalneeds,andtaketherightresources.

•Supportiveenvironment:thevolunteersweresupportedbyBDfromthetopofthecompanythroughtotheirdirectbossandcolleagues.SupportonthegroundfromCMMBandthelocalpartnerswasinvaluable.

•Bigpicture:givevolunteers‘thebiggerpicture’sotheyunderstandhowtheircontributionfitsinwiththeprojectandthecompany’sgoalsandvaluesinthelongerterm.

Measuring.impacts

Aswitheverypartofthebusiness,thecompany’sobjectivesinitsphilanthropicactivitiesandinvestmentsaretomakeadifferenceandcontributetowardsrealimprovementandprogress.TheLBG(LondonBenchmarkingGroup)modelisanemergingglobalstandardformeasuringandreportingcommunitycontributionsandachievements.Itisbasedonadaptingqualitymanagementthinkingtothemanagementofcorporatecommunityinvolvementpolicies.InLBG,thefocusisondefiningandmeasuringinputstocommunityprogramsandmeasuringtheoutputsandimpactsovertimeoftheprogram.Inthiswaythegoalsareto knowwhatyoucontribute,butto be knownforwhatyouachieve.

TheapplicationoftheLBGModeltotheBDVolunteerServiceTripprovidesasummaryofthe‘inputs,’‘outputs’andlonger-term‘impacts’oftheprogram.Theestimatedtotal‘inputs’totheprogram,includingcashgiven,timeinvestedandproductsdonated,wasabout$260,000whichincludesproductdonationswitha‘fairmarketvalue’of$50,000.Inadditionmorethan

Executive Summary

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$60,000wasraisedas‘leverage’–extravaluecreatedbythepartners’outreachtoothercontributors.

Theachievementsthatthesefundsfacilitatedontheground,or‘outputs,’canbesummarizedasfollows:fivehospitalsitesreceivedessentialhealthcareequipmentthatotherwisewouldnothavebeenavailabletothem.ThehealthcareworkersatthesitesreceivedprofessionaltrainingfromBDemployeesonusingtheequipmentsafely,aswellasgeneraltrainingaboutlaboratoryprocedures,efficiencyandsafety.Twohospitalshavenewincinerators,onehasanewlaboratory,anotheranewkitchen,andeachbenefitedfromgeneralrepairandrenovation.Inthelongerterm,thesiteshaveacommitmentofadditionalproductdonationsfromBD,whichwillbeinformedbytheBDvolunteers’firsthandunderstandingofthepriorityneedsofeachsite.

Thelonger-term ‘impacts’ forthesitesisthattheyeachhavebetterequippedandmanagedlaboratories.Thisputstheminabetterpositiontoattractandsecurefundingfromothersources.MwandinowqualifiesforgovernmentsupportforARTs(anti-retroviraltherapies),inpartduetotheimprovedlabskillsandsafetyprocedures,andChilongaisclosertobecomingacandidateforPEPFAR(President’sEmergencyPlanforAIDSRelief)funding.BDvolunteerscontributedtothisprogressinpart,andinbothcasesmuchmoreworkisneeded.Allofthesitesvisitedweregivenadviceandsupporttofindalternativesourcesoffundingforthefuture,andarebetterequippedtoseektherightkindsofdonationsandtousethemmoreeffectively.

BothBDandCMMBachievedorganizationalbenefitsfromthefirsttripoftheprogram.CMMB’sgranteerelationshipwithBDwasstrengthened,openingopportunitiesforadditionaldonationsandpartnershipwork.Inturn,CMMBhasdrawnontheexperiencetoextendofferingsforothercorporatepartners,developinganewmodelforeffectivepartnershipsandrecognizingtheorganization’spreviouslyuntappedexpertiseintrainingaroundculturalcompetenciesandinvolunteerteampreparation.ForBD,theprojecthelpstoillustratetoemployeesandothersthecompany’scommitmenttolivingoutitscorporatepurpose–to‘walkthetalk’.TheBDassociateswhovolunteereddevelopedskillsincludingselfconfidence,leadership,teambuilding,flexibility,respectingdiversityandinnovation,whichtheywillbringbacktotheirworkatBD.Inaddition,theexperiencegivesBDassociates,andthecompanyatlarge,afirsthandunderstandingofglobalhealthchallengesandthespecificcustomerneedsindevelopingsocieties.

Executive Summary

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Shifting.the.focus.to.impacts

UseoftheLBGtoolhelpstoshiftthefocusofcorporatecommunityinvestmentprojectsawayfromafocuson‘giving’to‘achieving’.Tangibleimpactsontheground,andforthecompany,shouldbethestartingpointfromwhichtoworkbackwardstoconsiderwhat‘inputs’areneededtoachievethosegoals.Inthiswaytheprogramcanmovefrombeingdrivenbytheseinputs,ie.howmuchmoneyortimewewantorareabletocontributeto‘theproblem’(oftenwiththementalitythat‘anythingwecangiveordoisbetterthannothing’),tobeingdrivenby‘outputs’drivers,orrather,whatthecompanyandtheirpartnerswanttoachieve.

IncaseoftheBDVolunteerServiceTrip,thiswouldmeanthatinsteadoftheprogrambeingdrivenbyBD’sabilitytodonateproductsandtwoweeksof10employees’timetoaddressingtheissueofHIV/AIDS,BDwouldshiftthefocustowardsspecificimpacttargets,sayforeachtriptoimproveby10%therateandeffectivenessofHIV/AIDStestingatfiveruralhospitalsinZambia.Practically,volunteerswouldassesscurrentqualityorcapacityonarrivalandsetatargetforimprovingthis,bothintheshortandlongerterm.InthiswayBD’sinterventionwouldbemeasurable,andcouldbeputincontextasonesmallbutmeasurablecontributiontowiderHIV/AIDStreatmentobjectivesinZambia.

Success.and.future.challenges

InterviewswithBD,CMMBandthevolunteerssuggestthatbothBDandCMMBachievedtheirownkeyobjectivesforparticipatinginthisproject.Thesuccessofthetripcanbeattributedtoseveralfactors,inparticularthepowerofthepartnershipbetweenBDandCMMBandthecommitmentoftheindividualsinvolved,includingtheprojectteam,thevolunteersandtheunwaveringsupportofBDmanagement.

ButastheBDvolunteersexperiencedfirsthand,theneedisgreat.Theabilityofonecompanytocontributeislimited.Butthiscasestudyillustrateswhatispossible.Byworkinginpartnership,BDandCMMBbroughtbothhopeandrealchangetofivehospitalsinZambia.Byleveragingsupportfromothergroupsofpeopleandothercompanies,suchasDHL’shelpintransportingtheproductdonationsforthisproject,evenmorewasachieved.Inturn,itisessentialforBDandCMMBtorecognizethelonger-termneedsofthesitesselectedforthistrip.Workhasalreadybeendoneandwillcontinuetosupportthesitesintheirabilitytoattractothersourcesofsupportandfunding,toensurethattheprogressmadethroughthispartnershipcanbecontinuedbeyondtheBDinvestment.

WhilethisfirstBDvolunteerservicetriphassucceededindeliveringarangeofbenefitstoallpartners,itmustclearlyonlyberegardedasatemporary‘solution’.ThegreatestchallengeisforBDtoplayitspartinsupportingthedevelopmentofmoresustainablehealthcareservicesforpeoplearoundtheworld.Butfornow,inthewordsofonevolunteer:“Thebiggestdifferencewasthatwerolledupoursleeves…”

Executive Summary

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About.BD.

BDisamedicaltechnologycompanythatserveshealthcareinstitutions,lifescienceresearchers,clinicallaboratories,industryandthegeneralpublic.BDmanufacturesandsellsabroadrangeofmedicalsuppliers,devices,laboratoryequipmentanddiagnosticproducts.

Formorethan100years,BDhaspursueditscompanypurposeof“Helpingallpeoplelivehealthylives”.Thecompanydesignsandmarketsproductsthatcontributetosocietiesandcommunitiesworldwidebyimprovinghealthoutcomes.Yet,forBD,makingtheworldahealthierplaceextendsbeyondbusinessconsiderations.

BDhasalegacyofcommunityinvolvement.In1954,forinstance,BDprovidedsyringesandneedlestoinoculatealmost1millionpeopleagainstpolio.Today,thecompany’ssocialinvestmentsincludeaworldwidecampaigntoeliminatematernalandneonataltetanus.

Thecompany’soperationsareguidedbyclearcorporatevaluesthatshapehowthecompanyoperates: •Treateachotherwithrespect •Dowhatisright •Alwaysseektoimprove •Acceptpersonalresponsibility

Charitablegivingstrategiesaremosteffectivewhentheyleveragethecompany’sstrengthsandresources.Tothatend,theBDCommunityPartnershipsMissionincludesthestatementthat“BDwillmobilizeitsfinancial,productandhumanresourcestofocusonissueswherewecanhaveasignificantinfluenceonthehealthofat-riskpopulationsaroundtheworld.”AsnotedbytheChiefExecutiveOfficerinhisLettertoShareholdersinthe2005AnnualReport,“Ourassociatesarepassionateaboutlivingourcorporatepurpose.”TheBDVolunteerProgramisonewayforBDassociatestoparticipateinpursuingthecompanypurpose.

Moreinformationaboutthecompanyisavailableatwww.bd.com

Chapter 1: Background

Walking.the.Talk:.a Case Study of the BD Employee Volunteer Partnership Program in Zambia

Chapter 1: Background

BD.and.Product.DonationsBDmanufacturesabroadrangeofmedicalsuppliesanddevicesanddiagnosticsystemsusedbyhealthcareprofessionals,medicalresearchinstitutions,industry,andthegeneralpublic.BecauseBDproductsareintegraltohumanhealth,BDworkscloselywithinternationalnon-profitagenciesandorganizationstoachievehumanitariangoalsthroughin-kindandproductdonations.Thischaritabledistributionisanimportantcomponentoftheircomprehensivephilanthropyprogram.

ToassurethatdonatedBDproductsreachthoseareaswheretheirdistributionismostcrucial,thecompanyreliesontheexpertiseandexperienceofseveralUS-based,non-governmentalrelieforganizations.Through

theseestablishedrelationshipswithpartners,BDisabletodelivermillionsofdollars’worthofvitalproductsnotonlytoaddressthecriticalneedsarisinginemergencysituations,butalsotosupporthealthcareservicesthatmeettheon-goingneedsofat-riskpopulations.

BothBDandCMMBparticipateinThePartnershipforQualityMedicalDonations(PQMD),anon-profitmembershiporganizationthatbringstogetherhealthcaremanufacturersandnongovernmentalorganizationsinpursuitofthedevelopment,disseminationandadherencetohighstandardsinthedeliveryofmedicalproductstounder-servedpeopleanddisastervictimsaroundtheworld.Findoutmoreatwww.pqmd.org.

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About.CMMB.

Since1928,CatholicMedicalMissionBoard(CMMB)hasservedastheleadingU.S.-basedCatholiccharityfocusingexclusivelyoninternationalhealthcare,particularlythewell-beingofwomenandchildren.Inthe2005financialyear,totalsupporttoCMMBreachedmorethanUS$200million.Withdonorsupport,CMMBsponsoredmedicalvolunteers,supportedhealthcareprogramsandprovidedmorethanUS$175millioninmedicinesandmedicalsuppliestomorethan48countriesworldwide.CMMBworkscollaborativelytoprovidequalityhealthcarewithoutdiscriminationstopeopleinneedthroughouttheworld.MoreinformationaboutCMMBisavailableatwww.cmmb.org.

About.Zambia

ZambiaisanEnglish-speakingdevelopingnationinsouthcentralAfrica.Ithassufferedfromadeterioratingpoliticalandeconomicconditionforsomeyears,inpartbecauseofthehighrateofHIV/AIDSinfection,estimatedat15–20%ofthepopulation.Inadditiontodepletinghealthandeducationresources,thediseasehasleftmanypeopleunabletowork,andmorethan600,000childrenhavebeenorphaned.

BDproductsareavailableinZambia,distributedbyBDassociatesbasedinSouthAfrica,whoworkwiththirdpartydistributorsandfacilitiesinZambia.

CMMBisamemberoftheumbrellaorganizationChurchesHealthAssociationofZambia(CHAZ).Createdin1970,CHAZisaninterdenominationalfamilyofchurchhealthinstitutionsinZambia.onehundredandsixteeninstitutionsareaffiliatedwithCHAZ,representing16differentdenominationsandchurchorganizations.Together,theseinstitutionsareresponsibleforover50%offormalhealthcareinruralareasofZambiaandabout30%ofhealthcareinthecountryasawhole.

Chapter 1: Background

Zambia.at.a.glance.

Population:11,261,795Location:SouthernAfrica,eastofAngolaArea:752,614sqkm(slightlylargerthanTexas)Language:English(official),majorvernaculars-Bemba,Kaonda,Lozi,Lunda,Luvale,Nyanja,Tonga,andabout70otherindigenouslanguagesPopulationbelowthepovertyline:86%(1993)Lifeexpectancyatbirth:39.7yearsHIV/AIDSadultprevalencerate:16.5%(2003est.)

-Source:CIA,TheWorldFactbookwww.cia.gov

“�Our�Vision�is�a�world�in�which�every�human�life�is�valued�and�quality�healthcare�is�available�to�all.”

— CMMB

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Chapter 2: Making it happen

First.steps

In2004,EdwardJ.Ludwig,theChiefExecutiveOfficerofBD,setouttodevelopandimplementaprogramthatwouldinvolveemployeesingoodworksaroundtheglobe.HisvisionwastogiveBDassociatestheopportunitytotakepartinaprojectthatwouldtrulyillustratethecompany’scommitmenttoitscorporatepurpose:“Helpingallpeoplelivehealthylives.”

BDhasalonghistoryofcontributingtosociety:throughitspeople’stime,itsproductsanditsphilanthropiccontributions.Thenewprojectwouldcombineacontributionofthesethreevaluableresourcestogetherinpartsofworldwheretheneedsarethegreatest.

Basedonthecompany’spositiveexperienceofworkinginpartnershipwithphilanthropic,government,andnongovernmentalorganizationsaroundtheworld,BDapproachedoneofits‘TrustedPartners’,theCatholicMedicalMissionBoard(CMMB).BDandCMMBhadworkedtogetherbeforethroughthePartnershipforQualityMedicalDonations(PQMD)initiative.CMMBwasenthusiastictopartnerwithBD,andtogethertheybegantodevelopideasforaprogram.

Making.choices

Asamedicaltechnologycompanythatdevelopsnewproductstoimpactmajorhealthchallengesaroundtheworld,BDrecognizeditwasuniquelypoisedtocontributeskillsandexpertiseinhelpingtoaddresstheHIV/AIDSpandemic.BDdecidedtofocusonAfrica,wheretheneedsonthisdiseasearesogreat.

CMMBsuggestedafocusonZambia:thecountryisEnglish-speaking,easingcommunicationforthevolunteers,andisconsideredtobearelativelysafeandaccessibledestinationfortravel.BDworkedwithCMMBheadquartersandfieldstafftoassesstheneedsinZambiaandtodevelopaserviceconcept.Together,theyrefinedobjectives,definedoperationalchallenges,andidentifiedresourceneedsandkeymilestones.

ThroughCMMB’sassociationwiththeumbrellaorganization,ChurchesHealthAssociationofZambia(CHAZ),CMMBidentifiedfivepotentialpartnersitesinthecountry.CMMB’sin-countrydirectorinZambiavisitedarangeofhospitals,andselectedfivesitesthatwouldbenefitfromparticipatingintheprogram.Thesiteswereeachlocatedinremoteareaswheretheoverallhealthcareneedsweregreat,andinparticularhadalaboratorythatneededsupportandresourcesofthekindthatBDwasbestplacedtoprovide.

ItwasdecidedthatafirstvolunteertriptoZambiawouldconsistoffivepairsofBDvolunteersvisitingthefivesitesforaperiodoftwoweeks.Crucially,their

“�BD�associates�work�on�the�front�lines�in�the�fight�against�HIV/AIDS,�building�the�capacity�of�laboratories�and�clinics�and�providing�care�for�families�living�with,�and�affected�by,�the�disease.”

Chapter 2: Making it happen

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visitswouldbesupportedbyaplannedprogramofBDproductdonations,thefirstshipmentofwhichwouldarriveconcurrentlywiththefirstvisitofthevolunteers.

CMMB’sassessmentofthehospitalsinZambiasuggestedaclearneedtoimprovefacilitiesingeneralandinthelaboratories.InparticulartheneedtodevelophealthcareworkerabilitytoperformroutinelabandHIV/AIDStestswasidentified.Basedonthisinformation,BDdecidedtoseekvolunteersforthreetypesofrole:laboratorytrainers,generallaboratoryassistantsandlightconstructionworkers.ThisallowedBDtoopentheselectionprocesstoeveryoneoftheir25,000employees.(Somerestrictionswereset,suchasaminimumofoneyearofserviceatBD.)

BDagreedtocoverallthecostsandexpensesforproject,includingthevolunteers’regularsalariesforthetwoweekperiod,includingallmedicalbenefitsandtravelexpensesoncetheprojectstarted.BDprovidedCMMBwiththerequiredfundinginadvanceandreimbursedanyadditionalexpensesincurred.

Together,BDandCMMBformedaplanningandimplementationteam,workingsidebysidetodeveloptheprogram.BDdrewonacross-functionalteamincludingHR,marketing,legal,finance,healthservices,corporateriskandothers.

Setting.objectivesTogetherBDandCMMBdevelopedasetofobjectivesfortheproject.

Chapter 2: Making it happen

CMMB.Objectives

•FurtheranceofCMMBmissiontodeliverhealthcaretothoseinneedinthedevelopingworld

•ThestrengtheningoftheBD/CMMBrelationshipthatwillhopefullyfurtherresultinsupportinotherways–grants,matchinggifts,adcampaign,etc.

•ThestrengtheningofCMMB’sleadershippositioninZambia

•Atemplateforthedevelopmentofpartnershipsandjointeffortswithpharmaceuticalandmedicalsupplydonors,andU.S.basedCatholichospitalsystems

BD.Objectives

•GiveBDassociatesanewopportunityto“walkthetalk”byprovidinganadditionalcompany-sponsoredserviceopportunity

•Assistintacklingglobalhealthissuesbysharingthecompany’scollectiveknowledge

•Continuethecompany’slegacyofgoodworks

•Fieldtestaframeworkforcorporatevolunteerprogram(s)inthedevelopingworld

•Workwithapartnerorganization,andmeettheirneeds

•Transferknowledgetolocalresidents:“teachamantofish”

•Engagemoreassociatesforashortertimethanfewerforlonger

•Measureourimpact

•Sustaintheprogram

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Selecting.volunteers

� ��������BD�and�CMMB�worked�closely�together�to�design�the�process�for�attracting�and�selecting�volunteers�from�within�the�company’s�25,000�employees�around�the�world.�While�the�process�was�very�time�intensive,�the�investment�was�worthwhile,�as�it�produced�an�outstanding�group�of�individuals�to�be�the�first�volunteers.

Selectingonly10peopletojointhevolunteerprogramfromthecompany’s25,000employeeswasachallenge.Thepeoplechosenwould,ofcourse,determinethesuccessoftheprogram.Asthiswasafirst-timeproject,BDcouldnotdrawonexperiencetoknowwhatkindofpersonwouldbebestsuited,nordidtheyhaveafullknowledgeofwhatkindofexperiencethevolunteerswouldfaceinZambia.

Inresponsetothechallenge,BDdrewtogetherexpertswithinthebusiness,includingseniormanagement,tocreatetheinternalapplicationprocessforprospectiveBDvolunteers.Equallyimportantly,CMMBwasinvolvedthroughout,bringingessentialexperienceinselectingvolunteersforprojectsindevelopingcountries.Together,theteamdevelopedaninformationpackandapplicationform,whichwasdistributedthroughoutthecompany(seeAppendixIII).Allfull-timeandpart-timeBDassociateswithaminimumofoneyearofserviceattheapplicationdeadlinewereeligibletoapplyforparticipationintheprogram.

InSeptember2004,BDinvitedJackGalbraith,CEOofCMMB,tospeakattheBDheadquartersatFranklinLakes.AtBDeventsaroundtheworld,includingBaltimore,MexicoandGermany,CMMBsharedwithBDassociatestheirexperiencesofthebenefitsofvolunteering.ItsoonbecameclearthatBDassociateswereinspired.Morethan350BDpeople,representingallregionsofthecompany’sbusiness,submittedapplications(ineightdifferentlanguages)totheZambiaServiceTrip.Choosingjust10,anddisappointingsomany,wasnoteasy.

Theselectionpanelsoughtpeoplewithdifferentskillsforthethreedifferentrolestobefilledbythevolunteers:laboratorytrainer,generalassistantandlightconstruction.ThefulljobdescriptionsaresharedinAppendixII.Thelabtrainerneededparticulartechnicalexperienceandskills,goodcommunicationsskills,anabilitytothinkcriticallyandcreatively,leadershipskillsincludingtheabilitytoinfluenceandmotivateothers,andtobeateamplayerabletohandleculturalsensitivities.Apotentialgeneralassistantneededgoodinterpersonal,communicationandorganizationskills,andneededtobeabletohandleculturalsensitivities.Foraroleinlightconstruction,individualsneededknowledgeofbasictools,familiaritywithconstructionmaterialsandgeneralknowledgeofbasicconstructionandmaintenancework,includingsafetyprocedures.

Theapplicationaskedassociatesabouttheirmotivationsforapplyingandtoshareanyrelatedexperiencevolunteeringabroad.Theywerealsoaskedtogiveanexampleofdealingwithunfamiliarity,challengesordifficulty.

Chapter 2: Making it happen

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Experienceinvolunteeringindevelopingcountrieswasencouraged,butnotmandatory.TheprimaryobjectivewastoensurethevolunteerswouldunderstandthechallengingnatureoftheenvironmentinruralZambia.Theselectionpanellookedforevidenceofflexibilityandresourcefulness–forpeoplewhowouldbeabletorespondtochallengeandtotheunexpected.Foreachpositionthemosthighlyqualifiedpersonswereselected,regardlessoftheirstatureinBD.Nopreferencesweregivenbasedonanassociate’spositionwithinBD;infact,theapplicants’nameswereunknownbytheselectionpanel.

Finally,theselectionpanelrecommendedfinalists,whowereinterviewedbyphone,and10participantswereselected,alongwiththreealternates(seeAppendixII).

Making.preparations

BDandCMMBcontinuedtoworkcloselytogethertopreparetheassociatesfortheirtrip.

AllofthevolunteerswerebroughttogetheratanorientationeventheldinMarch2005inNewJersey.TheywerejoinedbyCMMBstaffincludingtheCMMBZambiain-countrydirector,Dr.ElizabethMusaba,whohadbeenpersonallyresponsibleforvisitingandselectingthefivehospitalsiteswherethevolunteerswouldbeworking.CMMBpreparedaninformationresourceaboutZambiaforthevolunteers.

ThevolunteerswerecloselyinvolvedinsettingobjectivesforwhattheywouldachieveateachsiteinZambia,withsupportfromCMMBandBD.Theobjectivesweredevelopedbasedon:•Dr.Musaba’sinformationaboutthesitesandtheirneeds•CMMB’sexperienceinsendingvolunteerstohospitalsinthedevelopingworld•Someexperienceamongvolunteersofworkinginsuchhospitals

Learnings:.

•Thevolunteers,CMMBandBDfoundtheselectionprocesstobeveryeffective.

•Thevolunteerselectionprocesswastimeintensive.CMMBestimatesthattheyinvestedmorethanfourmonthsindevelopingandimplementingtheprocess.However,thetimespentonselectingtherightassociatesprovedinvaluableforfindingvolunteerswhowerebothabletocontributeinthefieldandbenefitfromandenjoytheexperience.

•Volunteerswithexperienceinmedicalfacilitiesindevelopingcountriesusedthisexperiencetoinformtheirpreparationsandobjectivesetting,andhadabetterideaofwhattoexpectonarrivalinZambia.

Chapter 2: Making it happen

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AsthiswasanewanduniqueprojectforBD,andCMMBonlyhadlimitedknowledgeofeachsite,onlyacertainamountwasknownaboutthestandardsofthehospitalandthelaboratory,theirprioritiesortheexistingresourcesinplace.Eachsitewouldbedifferent,soitwasnotpossibletosetcommonobjectivesforall.Soeachvolunteerdevelopedabroadsetofobjectivestheyhopedtoachieve,recognizingtheneedtobeflexibleandrespondtotherealityoflocalconditionswhentheyarrivedonsite.

Intheweeksbeforethetrip,thevolunteersworkedtogethertodevelopplansandprepareresources.Forexample,thelabtrainerspulledtogetherandsharededucationalmaterialsforuseintraining.

ThroughoutBD,associatesgotinvolvedinfundraisingactivitiestosupporttheircolleagues’triptoZambia.Morethan$20,000wasraised,matchedinpartbythecompany’smatchinggiftsprogram.Thecompany’sbusinesspartnersalsogotinvolvedinsupportingtheinitiative,donatingmoneyandproductsincludingcomputers,microscopesandothersupplies.

Learnings.

•Settingrealisticobjectivesforchangerequiresagoodknowledgeofthecurrentstatusofasituation.WhileDr.Musabahadvisitedeachofthesites,theknowledgeofthestatusofthefacilitiesateachwaslow.Therefore,whilethegroupcouldsetbroadobjectives,itwasnotuntilthevolunteersarrivedinsituthattheywereabletomakemoreconcreteplansbasedonlocalneeds,prioritiesandtheresourcesavailable.

•Anyreturntripstothesitesvisitedonthistripwouldbenefitfromthistrip’svolunteers’directanddetailedknowledgeofthesite,whichshouldbeusedtodeterminemorespecificobjectivesforeachtrip,andidentifytheresourcesneededtoachievethem.

Chapter 2: Making it happen

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InearlyMay2005,thirteenBDassociatestraveledtoLusaka,thecapitalcityofZambia.Afteranintroductorymeeting,theyheadedouttotheirultimatedestinationsthroughoutthecountry,wheretheyspenttwoweeksonsiteinfiveruralhospitals:

•NyanjeMissionHospital

•St.FidelisChilubulaHospital

•ChilongaMissionHospital

•MpanshyaMissionHospital

•MwandiHospital

WorkinginpartnershipwithCMMBonthegroundinZambiawasinvaluabletoBD.CMMBhaslong-standingrelationshipsinthecountryandwasabletoprovidein-countrydistributionchannelsandsystemsbetweenthefiveBDregionsthateasedthetransferofinformation,suppliesandcontributionsinsupportoftheproject.

Thevolunteerswerewarmlywelcomedtoallfivehospitalsandforallthevisitwasaremarkable,challenging,enjoyableandin,somecases,life-changingexperience.Eachfeltthatevenintheshorttimetheywereabletomakeadifferencetothehospitalandthepeopleworkingthere.Thestoriesoverthenextfewpagesgiveaflavoroftheirexperiences.

Walking.the.Talk:.a Case Study of the BD Employee Volunteer Partnership Program in Zambia

Chapter �: In Zambia

Product.donations

ThevolunteersarrivedonsiteinZambiaalongsideashipmentofBDdonationsofbasiclaboratoryproductsincludingtestingkits,syringes,needlesandPetridishes,tothetotalvalueof$50,000(valuedat‘fairmarketvalue’,seepage30).Whiletheproductsthemselveswereextremelyuseful,ofalmostmoreimportanceandvaluewasthatthevolunteerswereabletotrainthelocallaboratorytechniciansandnursesonhowtousetheequipmentsafelyandeffectively.TheBDlaboratorytrainervolunteersalsofedbacktoBDandmaderecommendationsformakinganyfuturedonationsevenmorerelevantandvaluabletothesites.Atallthehospitalsthevolunteerssawevidenceofinappropriatedonationsfrompastdonors,fromequipmentthatcouldnotbeusedbecauseakeyelementwasmissing,suchasanelectricaladapter,tomaterialsthathadnotbeenproperlystoredandsowereuseless.

WhileinZambiathevolunteersdevotedtimetoworkingwithlocalcolleaguestodeviseplansforsecuringfutureresources,bothfinancialsupportandmaterialdonations.Theysharedfundraisingskillsandstrategies,anddevelopedlocalconfidencetoapproachpotentialdonors.Theyalsohelpedthesitesthinkstrategicallyaboutwhatkindofdonationstorequestfrompotentialdonors,whichmightnotbethelatestinexpensivehi-techequipment,butratherasustainablesupplyofbasiclaboratoryessentials.

Chapter 3: In Zambia

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Case.studies:.volunteers.in.action

Albert Scuis and Yvette Lewandowski, Laboratory Trainer and General Assistant at Mwandi Hospital

Albert Scuis and Yvette Lewandowski traveled from France to the Mwandi Christian Hospital, located in the village of Mwandi on the Zambezi River in the southwest corner of Zambia.

AlbertandYvette’sobjectivesatMwandiweretoimprovethelaboratory’soverallefficiencyandcapacitysotheycouldqualifyforHIV/AIDSsupportfromthegovernment;andtoimprovesafetyforthehealthcareworkers.

Thepairstartedbygoingbacktobasics,undertakinganinventoryofthestocksandsuppliesinthelaboratory.Immediatelyproblemswererevealed–suchasamismatchbetweeninstrumentandreagent-thatwereaffectingthequalityofbloodsamplesbeingtaken.Thenextstepwastoputinplacesimplelaboratoryprocedureslikequalitycontrolandmaintenance.“Thelabneededalotofhelp…butthelabtechnicianwaspositiveanddidhisbesttoimprove-it’seasytoconvincepeopleoncetheyseeyourollupyoursleevesandgotoworkbesidethem.”

AlbertandYvettefeeltheirbiggestcontributionwastobringanewprofessionalfocusonthelaboratory.“TheLabisusuallythelastpieceofthehospitallookedat,andit’softenrunbynon-labpeople.Webroughtrealexpertiseandfocusedondaytodayimprovements:methodology,process,organization.”

“Wewereamazedtofindthatonepartofthelabwasfullofunusableequipmentthathadbeendonatedtothehospitalinthepast.Weworkedwiththelabtechtoclearoutthespace,doublingtheareaavailableforlabwork.”

AlbertworkedtodevelopcompetencyinthelaboratorystafftoefficientlyperformroutinelabandHIV/AIDStests.Albertdrewonhisprofessionalexperienceintrainingtoensurethattheskillsandprocedureshetaughtwereunderstoodandrecognizedasvaluable,sotheywouldbepassedonandembeddedinthelaboratoryinthelongerterm.

Sincereturninghome,AlbertandYvettehavesharedtheprogramwithBDassociatesatsitesacrossEurope,andtheyreportfindingahighlevelofawarenessandsupportfortheprogram,andadmirationforBDforsupportingit.“Butinaddition,”saysAlbert,“IthinkitmakesBDemployeesmoredemandingthatBD‘walksthetalk’ineverythingthatwedo,eveninbasicthingsclosertohome,likeemployeerecognitionandrelationswithstaff.”

AlbertandYvettewerethrilledwhen,onreturnfromthetrip,CMMBwrotetoBDtosay:“ShortlyaftertheBDvisittoMwandi,MinistryofHealthofficialsvisitedthehospitaltoassessthecapacitytoadministerART,andMwandiwasgiventhethumbsup!”ThehospitalwillnowbeabletodeliverARTtherapyto50patients,andhopestoextendthistomoreintime.

Chapter 3: In Zambia

Case study 1

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Paul Falkenstein, Light Construction at Mpansha Hospital

Paul Falkenstein, Director, Preanalytical Systems at BD, used the construction skills his father taught him to build a brick medical waste incinerator at the Mpanshya Hospital about two hours east of Lusaka, the Zambian capital.

MpanshyaisaCatholichospitalrunbyanorderofnunsfromPoland.Priortothecompany’svisit,thehospitalhadbeenburningtheirmedicalwasteinaveryoldincinerator,andthewastewasnotbeingconsumedproperly.Asaresult,halfburnedsyringesandbandageswereleftexposedtoscavengers,bothanimalandhuman.

Uponarrival,Paulwaspleasedtofindawillingteamoflocalconstructionworkers.Oncematerialshadbeensourced,itwasonlyamatterofdaysbeforetheteamhadbuiltabrandnewincinerator.Pauleducatedthehospitalstaffonusingthenewfacilityefficientlyandsafely.Reflectingtheirprideintheadditiontothesite,thehospitalsisterssettoworkplantingapathwayofrosestothenewincinerator.

InhistimeatMpanshya,Paulalsotookonthechallengeofbuildinganewfieldkitchenwithbrickovens,togivewomenaccompanyingrelativestothehospitalacommunalareaforcooking.Healsobeganconstructionofamajornewnursingeducationcenter.Foundationslaid,wallsanddoorframesupandanewgeneratorinplace,PaulhadtoleavehisnewcolleaguesinMpanshyatofittheroofonthecenter.Andthereisalwaysmoretobedone.“IfIhadhadanotherweekwecouldhaveextendedthelabtomakespacetotestforTBandmalaria,whichmycolleagueShritaSmithhadbeenteachingthehealthcareworkerswhenwewerethere.”

BackinNewJersey,Paul’smanagerwas100%supportiveofhisparticipationinthetrip.Paulsayshisgreatestlearningfromtheexperiencewashumility,andgratitudeforhislifeathome.“Iamsofortunatetobeworkingforacompanythatmakesproductsthatmakeourcustomerscrywithhappiness,becausethevaluetothemissohigh,theyliterallychangethewaytheylive.”

Chapter 3: In Zambia

BD.leadership.support.

TheBDZambiaVolunteerTripwasinitiatedbytheexecutiveleadersofBD,andwassupportedthroughoutbytheentiremanagementteam.OnarrivalinZambiathevolunteerswerejoinedbythreeseniorBDrepresentativeswhonotonlyshowedsupportforthevolunteers,butalsogotinvolvedinpracticaltaskslikefacilitatingtheBDproductdonations’passageintothecountryandtothesites.Thecompany’sVPforMedicalAffairsandtheVPandGeneralManageronHIV/AIDSvisitedthevolunteersattheirsitesinZambia,sharingtheirprofessionalexpertisewiththelocalhealthworkersandthemselveslearningabouttherealneedsonthegroundforhealthcare,includingBDproducts.

Case study 2

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InterviewswiththevolunteersontheirreturntoBDillustratedtheirpassionfortheproject,andtheirprideinBDforfacilitatingtheexperience.

“�People�in�Nyanje�couldn’t�thank�us�enough.�They�were�amazed�that�a�company�was�willing�to�put�in�the�effort�and�send�in�help.�BD�made�the�donation�and�put�a�face�with�it�-�they’ll�remember�that.”�(Susan�Saiget)

“�I�am�so�proud�of�this�company�–�I�am�proud�and�honored�to�be�a�part�of�BD.”��(Shrita�Smith)

“�BD�is�a�true�champion�where�it�comes�to�public�health.�My�first�impression�was�that�BD�was�about�business�and�money�first,�but�when�this�program�came�along�and�I��was�selected�and�I�went,�I�was�so�impressed�–�this�just�blew�me�away.”��(Deirdre�Hinds-Gravesande)

“�People�are�speaking�about�HIV/AIDS,�putting�the�spotlight�on�it,�writing�petitions�….but�this�is�about�having�10�people�today�that�BD�leaders�allowed�this�infectious�experience.�It�will�play�out�in�our�jobs,�home�lives,�and�world�community�–�it�will�have�a�lifelong�impact.”�(Paul�Falkenstein)

“�We�need�to�be�there�because�we�are�the�leaders�in�these�products�that�keep�our�health�care�workers�safe.�We’re�involved�in�every�step�of�this�process.�It’s�so�obvious�we�need�to�be�doing�this!”�(Susan�Saiget)

“�A�healthcare�worker�in�Zambia�said�to�me:�“This�is�the�first�time�a�worldwide�pharmaceutical�or�devices�company…provides�this�kind�of�help.�Who�are�you?”�(Albert�Scius)

“�It�gives�many�new�reasons�to�fight�to�meet�the�company’s�expectation��so�that�we�can�also�invest�in�this�kind�of�program�in�the�future.”�(AlbertScius)

“�The�biggest�difference�was�that�we�rolled�up�our�sleeves…”�(PaulFalkenstein)

Sharing.the.experience.

Onreturnhome,allofthevolunteerswereeagertosharethestoriesoftheirtripwiththeirfamiliesandfriends,butalsowiththeircolleaguesatBDandbeyond.ThevolunteershavemadepresentationsatBDsitesandmeetingsacrosstheU.S.,CanadaandEurope.Thestorieshavebeensharedat‘PursuingourPurpose’events,intheBDAnnualReport,ininternaljournals,onthecompanywebsiteandmore.

KarenScraba,fromOntario,Canadaispreparingtopresentherexperiencetoagroupofcustomersinherregion.WhenKarenaskedahospitalinherhometownifshecouldtakephotographsoftheirlaboratorytoshowthepeopleinChilubula,shesparkedtheinterestofthehospital’slaboratorydirector.Onhisinvitation,KarenwillspeaktotheHospitalLaboratoryRegionalAssociation,whosemembershaveexpressedinterestingettinginvolvedinthiskindofproject.Karenhasalsobeenaskedtowriteanarticleforthemembers’magazineofTheCanadianSocietyforMedicalLaboratoryServices.

In their own words

Chapter 3: In Zambia

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PreparingandcarryingoutthefirstvisitoftheBDVolunteerProgramtoZambiaprovidedawidearrayoflessonsforeveryoneinvolved.MonthsofcarefulplanningandpreparationbytheBDandCMMBteammeantthetripransmoothlyandwasregardedbyallasasuccess.Belowwedrawoutsomekeylessonsfromboththesuccessesandchallengesofthefirsttrip,toinformandimprovefuturevisits.

Work in partnership: BDbenefitedgreatlyfromworkinginclosepartnershipwithCMMB.Thepartnershipdrewoneachorganization’scorestrengths,suchasCMMB’sextensivelocalknowledgeandexperienceinthefield,andthevolunteers’medicalandlaboratoryskills.BDdrewonitsprojectmanagementskillsandbenefitedfromdrawingonadvicefromaninternalcross-functionalteam,includingmarketing,HRandregionalrepresentatives.

Createasupportiveenvironmentforvolunteers:PartnershipwithCMMBgavevolunteersaccesstolocalexpertise,knowledgeandsupport,andathomethevolunteerswereboostedbybroadmanagementsupportatalllevels.

Understandinglocalneeds:CMMB’sassessmentandunderstandingoflocalneedswasessential,forexample:theiradvicetosendvolunteerswithconstructionskillstoimproveandbuildnewfacilities.Themorespecificinformationaboutthecurrentresourcesandneedsofhospitalandthelaboratorythevolunteershaveinadvance,thebetterpreparedtheycanbetosetandachieveobjectivesandthushavemoreimpact.

Keepitsimple:Recognizelocalrealitiesandthinkbasicandlongtermwhenestimatingvolunteers’potentialcontribution.Onarrival,allvolunteersfocusedonbasicimprovements:implementingsafelaboratoryprocesses,improvingsanitation,cleaningandpainting,andteachingbasicskillssuchasblooddrawingtechniques.Recognizetheimportanceofembeddingessentialknowledgeandskillsthatthehealthcareworkerswillretain,ratherthanintroducingtoomanychangesandnewinformation.

Takerightresources:Volunteershaverecommendedfuturetripstakemorebasiceducationandtrainingmaterials,includingwallchartsandbooksrelevanttodevelopingcountries.Also,laptopcomputersandgeneralofficesupplies.Recognizethatearlyshipmentsofproduct,materialsandsuppliesareessential.

Lengthoftrip:Volunteershaveimpactintwoweeks,butmorecouldbeachievedinthree.Volunteersarrivingonedayearliertorest,settlein,andstartmakingpreparationswouldbeadvantageous.

ThebiggerpictureandBDgoals:Volunteerssoughtclarityaboutplanstosustaintheprojectanditslonger-termgoals.Linkthistothecompany’swidereffortsonHIV/AIDS,includingdevelopingproductsandservicesthatcanbeaccessedincommunitieswheretheyaremostneeded.

Chapter 3: In Zambia

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Why.measure?.

“�BD�continually�strives�to�take�healthcare�from�where�it�is�today�and�elevate�it�to�ever-higher�levels�in�the�future.�While�the�goal�is�clear,�the�challenges�to�improving�health�the�world�over�are�complex.�At�BD,�deeply�embedded�traits,�including�an�unwavering�focus�on�patients�and�customers�and�a�culture�of�continuous�improvement,�drive�us�to�make�meaningful�progress.”(BDAnnualReport2005)

BD’scorporatepurposeis‘Helpingallpeoplelivehealthylives.’Whilethegoalisclear,thechallengestoimprovinghealththeworldoverarecomplex.IntheAnnualReport,BDclaimsthat“Deeplyembeddedtraits,includinganunwaveringfocusonpatientsandcustomersandacultureofcontinuousimprovement,driveustomakemeaningfulprogress.”

Thesametraitsshouldapplytothecompany’svoluntaryandphilanthropicprograms.Aswitheverypartofthebusiness,BDneedstobesurethatphilanthropicactivitiesandinvestmentsmakeadifferenceandcontributetowardsrealimprovementandprogress.

Todoso,itisessentialtomeasuretheeffectivenessoftheBDCMMBZambiaVolunteerProgram.Thekeyquestionsare:

•Whatistheoverall contribution totheprogram?

•Whatbenefits and impactsdoestheprogramhaveforthecommunity,thepartnersandthecompany?

•Whatisthevalue of working in partnership?What leverageiscreated?

•Howshouldsuccess be measured?

•Howcananybenefitscreatedforthecommunitybepartof sustainableprogress?

IndevelopingtheprogrambothBDandCMMBsetoutobjectivestheyhopedtoachieve.Onpage30theextenttowhichtheseobjectiveswereachievedbythepilotprojectareassessed.Inaddition,theLondonBenchmarkingGroupModel(LBG)isappliedtotheprojectinanattempttoquantifythebenefitsandimpactsachieved.

Walking.the.Talk:.a Case Study of the BD Employee Volunteer Partnership Program in Zambia

Chapter �: Measuring impact

Chapter 4: Measuring impact

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Walking.the.Talk:.a Case Study of the BD Employee Volunteer Partnership Program in Zambia

BD C

MM

B Case Study - Second D

raft - The Corporate C

itizenship Com

pany

The.LBG.Model:.inputs,.outputs,.impacts

TheLBG(LondonBenchmarkingGroup)modelisanemergingglobalstandardformeasuringandreportingcommunitycontributionsandachievements.Themodelisbasedonadaptingqualitymanagementthinkingtothemanagementofcorporatecommunityinvolvementpolicies.WithLBGthefocusisondefiningandmeasuringinputstocommunityprogramsandmeasuringtheoutputsandimpactsovertimeoftheprogram.Inthiswaythegoalsareto knowwhatyoucontribute,andto be knownforwhatyouachieve.

Firstdevelopedin1994inLondonbyagroupofsixcompaniesworkingwithTheCorporateCitizenshipCompany,theLBGmodelisnowusedbygroupsofcompaniesacrosstheworld,includingagroupofmorethan100companiesintheUKandgroupsaroundtheworldincludingCanada,Australia,Europe.AclosevariantexistsintheUnitedStates,theCorporateGivingStandard,developedbyTheCommitteetoEncourageCorporatePhilanthropy.MoreinformationaboutLBGisavailableatwww.lbg-online.net.

TheLBGmodelaimstoquantifythetotalcorporatecontributiontotheprogram(inputs),theleveragethecompanyinitiativegenerates,andthebenefitstothecommunityandwhereappropriatetothebusiness(outputs)andfinallytoexplorethelongertermbenefitsor‘impacts’oftheprogram.Thisoffersawaytomeasurethesuccessoftheprogram–bycomparingtheratiobetweenthe‘inputs’(thecontribution)andthe‘outputs’and‘impacts’(benefitsachieved).

Thislinkbetween‘inputs’(contribution)and‘outputs’and‘impacts’(benefits)isimportant.Itisessentialtoquantifytotalinvestment(contribution)intheprogram,notonlybecauseasapubliccompanyBDneedstobeaccountabletoshareholdersfortheuseofcompanyassets,butbecausetheprogram’sachievementswillbeshapedbyandshouldbejudgedbyanassessmentofthecostoftheprogram-inshort,the‘returnoninvestment’,bothtothecommunityandtothebusiness.

Inthiscasestudy,theobjectivesoftheBDVolunteerServiceProgramincludehavinganimpactonglobalhealthchallenges.TakingjustZambiaalone,whereoneinsixadultsislivingwithHIV,itisessentialtoberealisticaboutwhatacorporatevolunteerserviceprogramcanachieve.Soitisimportanttobeabletoquantifywhattheprogramdoesachieve,inordertojustifyitsexistencealongsidethemanyotherestablishedinitiativesaddressingthechallenges.Sothebenefits(or‘outputs’)oftheprogramneedtobemeasuredagainstthescaleofthecontribution(‘inputs’).

OnthenextpagestheLBGmodelhasbeenappliedtothefirstZambiatrip.Firsttheoverallcontributiontotheprogram(inputs)isquantified,andthenthebenefitsgenerated(outputs)forthecommunity,bothlocallyatthehospitallevelandforourpartnerCMMB,andforthebusinessareassessed.Thesebenefitsincludecontributionsthatwere‘leveraged’byBDfromothersources,suchasemployeefundraisingandgiftsfrombusinesspartners.Finallythemodelaimstoqualify(andquantify)thelongerterm‘impacts’oftheprogram.Muchmoredetailabouttheinputs,outputsandimpactsisprovidedinAppendixI.

Thebenefitsforthecommunity,CMMBandthecompanyhavebeenassessedbasedoninterviewswiththevolunteers,CMMBandthoseinvolvedinmanagingtheprogram.The.BD.Volunteer.Service.Trip.-.the.LBG.model.applied

Chapter 4: Measuring impact

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Walking.the.Talk:.a Case Study of the BD Employee Volunteer Partnership Program in Zambia

BD C

MM

B C

ase

Stud

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Seco

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he C

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Chapter 4: Measuring impact

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Walking.the.Talk:.a Case Study of the BD Employee Volunteer Partnership Program in Zambia

BD C

MM

B Case Study - Second D

raft - The Corporate C

itizenship Com

pany

OU

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Chapter 4: Measuring impact

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Walking.the.Talk:.a Case Study of the BD Employee Volunteer Partnership Program in Zambia

BD C

MM

B C

ase

Stud

y -

Seco

nd D

raft

- T

he C

orpo

rate

Citi

zens

hip

Com

pany

LON

GER

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Chapter 4: Measuring impact

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Walking.the.Talk:.a Case Study of the BD Employee Volunteer Partnership Program in Zambia

BD C

MM

B Case Study - Second D

raft - The Corporate C

itizenship Com

pany

Measuring.success

Theoverall contributionoftheprogramissummarizedintheLBGtables–wherethereadercancomparetheestimatedtotalcostoftheprogram(inputs,page27)withtheoutcomesorachievements(outputsandimpacts,pages28-29).

Thetotalcostoftheprogramisestimatedataround$260,000,includingtheproductdonationvaluedat$50,000at‘fairmarketvalue’(seebelow).Inadditionmorethan$60,000wasraisedas‘leverage’–extravaluecreatedbythepartners’outreachtoothercontributors.

Chapter 4: Measuring impact

TheLBGModelencouragescompaniestovaluetheir‘inputs’atcost to the company.In-kindorproductdonationsshouldbevaluedatthecosttothecompanytoproducethegoods.

HoweverinthiscasestudyBD’sdonationsarequotedat‘fairmarketvalue’(FMV),whichistheaveragepriceofthegoodsinthemarketplace.ThisapproachtovaluationiscommonamongUSbusinesses.

Somesectorgroupsrecommenddifferentvaluationsappropriatetotheirsector,suchasthepharmaceuticalindustry’suseof‘wholesaleacquisitioncost’(WAC)forvaluingdonations.WACisthelistpriceforwholesalers,distributorsandotherdirectaccountsbeforeanyrebates,discounts,allowancesorotherpriceconcessions.

Valuing.product.donations

Theachievementsthatthesefundsfacilitatedonthegroundcanbesummarizedasfollows.5hospitalsitesreceivedessentialhealthcareequipmentthatotherwisewouldnothavebeenavailabletothem.ThehealthcareworkersatthesitesreceivedprofessionaltrainingfromBDemployeesonusingtheequipmentsafely,aswellasgeneraltrainingaboutlaboratoryprocedures,efficiencyandsafety.Twohospitalshavenewincinerators,onehasanewlaboratory,anotheranewkitchen,andeachbenefitedfromgeneralrepairandrenovation.Inthelongerterm,thesiteshaveacommitmentofadditionalproductdonationsfromBD,whichwillbeinformedbytheBDvolunteers’firsthandunderstandingofthepriorityneedsofeachsite.

Thelonger-term impactsforthesitesisthattheyeachhavebetterequippedandmanagedlaboratories.Thisputstheminabetterpositiontoattractandsecurefundingfromothersources.MwandinowqualifiesforgovernmentsupportforARTs,inpartduetotheimprovedlabskillsandsafetyprocedures,andChilongaisclosertobecomingacandidateforPEPFARfunding.BDvolunteerscontributedtothisprogressinpart,andinbothcasesmuchmoreworkisneeded.Allofthesitesvisitedweregivenadviceandsupporttofindalternativesourcesoffundingforthefutureandarebetterequippedtoseektherightkindsofdonationsandtousethemmoreeffectively.

Tounderstandthesuccessoftheprojectforthepartners,BDandCMMB,weneedtoassessperformanceagainsttheframeworkofobjectiveseachorganizationhopedtoachieve,assetoutonpage14.Thetablesbelowassesswhethereachobjectivewasachieved.ThisassessmentisbasedonfeedbackfromthehospitalsinZambia,CMMBinZambiaandatheadquarters,andinterviewswithBDvolunteersandmanagers.

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Chapter 4: Measuring impact

CMMB Objective Achieved? Evidence or indicators

FurtheranceofCMMBmissiontodeliverhealthcaretothoseinneedinthedevelopingworld

YesCMMBreportspositiveimpactatsites,equatingwithCMMBmission

ThestrengtheningoftheBD/CMMBrelationshipthatwillhopefullyfurtherresultinsupportinotherways–grants,matchinggifts,adcampaign,etc.

Yes

CMMBandBDagreepartnerrelationshiphasbeenstrengthened;BDhasmadenewcontributionstoCMMBprojects

ThestrengtheningofCMMB’sleadershippositioninZambia

YesCMMBreportsimprovedleadershippositioninZambia

Atemplateforthedevelopmentofpartnershipsandjointeffortswithpharmaceuticalandmedicalsupplydonors,andU.S.basedCatholichospitalsystems

YesCMMBreportssuccessofnewtemplateinattractingnewdonorsandpartners

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Chapter 4: Measuring impact

BDObjective Achieved? Evidence or indicators

EngageBDassociatesin“walkingthetalk”byprovidingacompany-sponsoredserviceopportunity

Yes

TenAssociatesengagedinvolunteeringopportunity.VolunteersrecognizedprogramasBD“walkingthetalk”andreportedotheremployeesdidtoo

AssistintacklingglobalhealthissuesbysharingBD’scollectiveknowledgeandresources

Yes

VolunteerssharedknowledgeandexperiencetolabtechstoimproveHIV/AIDStesting,andprovidedgeneraleducationaboutthedisease.ChangedlabtechbehaviorstoimprovelabprocessesandsafetyBDcontributedemployeetimeandskills,BDproductsandfinancialsupport.Volunteersusedlaboratory,training,constructionandgeneralmanagementskills

Continuethecompany’slegacyofgoodworks Yes

VolunteersinterviewedagreedprojectlivedoutBD’svaluesandphilanthropiclegacy

Workwithapartnerorganization,andmeettheirneeds Yes

GoodpartnershipwithCMMB,whoreportedneedsweremet

Transferknowledgetolocalresidents:“teachamantofish” Yes

CMMBreportsongoinguseofimprovedprocessesandnewskillsatsites

Fieldtestaframeworkforcorporatevolunteerprogram(s)inthedevelopingworld

YesSuccessoffirsttripsuggestsprogramframeworkiseffective;secondtripisunderway

Engagemoreassociatesforashortertimethanfewerforlonger Yes

Tenassociatesengagedfortwoweeks,pluspreparationtime

Measureourimpact Yes Casestudytomeasureimpacts

SustaintheProgram Yes Followuptripunderway

BD.Objectives.

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BD.Objectives (continued)

Chapter 4: Measuring impact

Secondary goals

BuildfutureBDleaders(worldcitizens);heightenmoraleandemployeepride,affirmBDasemployercompanyofchoice,developskills

YesVolunteersinterviewedreportdevelopedleadershipskillsandglobalawareness;improvedmoraleandcommitmenttoBD

Informcompanyeffortswithfirst-hand,frontlineexperience

Unknown

Deepenrelationshipswithtrustedpartners,internationalorganizationsandgovernments

Yes,unknown

RelationshipdeepenedwithCMMBUnknownimpactonrelationshipswithIOsandgovernments

Accentglobalapproachtocorporatecitizenshipefforts,contributetoMDGs

Yes

AddsinternationalprojecttocorporatecitizenshipprogramUnmeasuredcontributiontotwoMDGs:Goal6:CombatHIV/AIDS,malariaandotherdiseases;andGoal8:developglobalpartnershipfordevelopment

Overall,itisclearthatbothBDandCMMBachievedtheirownkeyobjectivesforparticipatinginthisproject.Inmostcasestheassessmentofsuccessisbasedonverbalfeedbackfromthevolunteersandthoseinvolvedinorganizingtheproject,ratherthanagainstmeasurableindicators.

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Future.indicators.of.success

Inordertomorefullyandaccuratelyassessthesuccess(accordingtoitsobjectives)orwiderimpactsoffutureBDvolunteeringprogramtrips,moredetailedmeasuresorindicatorscouldbedeveloped.Suggestionsofsuchindicators,andhowthenecessaryinformationmightbegathered,arelistedbelow:

1).Community.–.local.level

Indicators to measure tangible improvements in healthcare service provision and increasing access to other investment and support

Tool: Detailed survey of healthcare service provision – before and after, or at beginning and end of BD visits, and monitor trends in data over time

Examplesofindicators: •IncreaseinnumberorimprovementinqualityofHIV/AIDStestsconducted;or

evidenceofBDknowledge/skillssharedwithother/newhealthcareworkers •Improvedsafety:lessaccidentsinthelaboratory,lessriskofinfectionfromwaste •ImprovedVCT(voluntarycounselingandtesting)uptake •Hospitalattractsinvestmentfromothersources,includingotherdonorsandgovernments •QualificationforARTfunding,progress •QualificationforPEPFARfunding,progress •Sitedevelopingplanforsustainableaccesstoresources(financialanddonations)

2).Community.impacts.–.the.global.level

Indicators to measure tangible benefits to partner (CMMB)

Tool: Detailed survey of partner to fully explore and measure the benefits they receive

Examplesofindicators: •Measuresofbenefitsgainedbypartnerfromprojectandfrompartnership •MeasuresofCMMB’sstrengthenedleadershippositioninZambia •MeasuresoftheeffectivenessofCMMB’snewtemplateforpartnerships–based

onrepeatapplicationofthetemplatewithothercorporatepartners •Numberandsuccessofnewcorporatepartnershipsdeveloped •Measuresofimprovementstopartnerrelationship(egnewareasofsupport)

Chapter 4: Measuring impact

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3).Business.impacts

Indicators to measure tangible benefits to business

Tool: Employee survey, volunteer survey, external reputation survey

Examplesofindicators: •EmployeesrecognizetheprogramasBD“walkingthetalk” •EmployeeslinktheprogramwiththevaluesandwiththeBDlegacy •Increasedawarenessamongemployees/volunteersofBDvaluesandcompanypurpose •Loweremployeeturnover •Improvedprideincompany •PositiveimpactonBDasanemployerofchoice •Improvedskills,moraleandcommitmentamongformervolunteers •VolunteerstransferskillsdevelopedinZambiaintoworkatBD •VolunteersprogressintoleadershiprolesatBD •Positiveimpactonexternalopinionofthecompany’svalues,BD

“walkingthetalk”andBDreputation/trustinBD

Getting.value.from.measurement

Recommendations from The Corporate Citizenship Company

TheLBGprocesspositionsmeasurementasa‘managementtool.’Bydrawingoutthe‘outputs’and‘impacts,’thatis,whataprogramachievesorwantstoachieveinfuture,thecompanyanditspartnersareabletothenworkbackwardstore-examinewhat‘inputs’areneededtoachievethosegoals.

Inthiswaytheprogramcanmovefrombeingdrivenby‘input’driverstobeingdrivenby‘output’drivers.

Whatthismeansistochangefrombeingdrivenbythecompany’s‘inputs’,i.e.howmuchmoneyortimetheywantorareabletocontributeto‘theproblem’(oftenwiththementalitythat‘anythingwecangiveordoisbetterthannothing’)tobeingdrivenbythe‘output’and‘impacts’thecompanyandtheirpartner(s)wanttoachieve.

BasedontheirexperienceofthefirsttripwerecommendthatBDfocusonwhatitwantsthe‘outputs’and‘impacts’offuturetripsandthefutureprogramtobe.Thisshouldleadtoanassessmentofwhetherdifferent‘inputs’areneeded,aswellasadoptingasetofmeasurestomonitorsuccess.

Soforexample,ratherthantheprogrambeingdrivenbythecompany’sabilitytocontribute$150,000cashdonationsplusproductdonationsandtwoweeksof10employees’timetoaddressingtheissueofHIV/AIDS,BDshouldshiftthefocustowardsspecificimpacttargets,saytoimproveby25%therateandeffectivenessofHIV/AIDStestingatfiveruralhospitalsinZambia.Practically,volunteerswouldassesscurrentqualityorcapacityonarrivalandsetatargetforimprovingthis,bothintheshortandlongerterm.Inthiswaythecompany’sinterventionwouldbemeasurable,andcouldbeputincontextasonesmallbutmeasurablecontributiontowiderHIV/AIDStreatmentobjectivesinthatcountry.

Chapter 4: Measuring impact

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Next.steps.

Atthetimeofpublicationofthiscasestudy,asecondgroupofBDvolunteersareheadingtoZambiatocontinuetheworktheircolleaguesbeganonthefirsttrip.OnceagainBDandCMMBhaveworkedtogethertopreparethefollowupvisit.

BDandCMMBdecidedtosendtwopairsofvolunteerstoChilibulaSt.FidelisMissionHospital,ChilongaMissionHospital,MpanshyaSt.Luke’sHospitalandMwandiMissionHospital,fourofthesitesvisitedontheearliertrip.TwovolunteersfromtheearliertriparetravelingwithtwonewvolunteersfromBD.Theywillengageinlaboratorytrainingandlightconstructionwork,includingbuildinganincineratorandmaintainingthelaboratories.

BDisalsodevelopingrelationshipswithothernon-profitorganizationstodevelopBDvolunteertripsinotherregions.

Future.challenges

ItisclearthatthevisionofinvolvingBDassociatesingoodworksaroundtheworld,wheretheywouldputthecompany’scorporatepurposeintoaction,wasrealizedinthefirsttriptoZambia.Thesuccessofthetripcanbeattributedtoseveralfactors,inparticularthepowerofthepartnershipbetweenBDandCMMBandthecommitmentoftheindividualsinvolved,includingtheprojectteam,thevolunteersandtheunwaveringsupportofBDmanagement.

ButastheBDvolunteersexperiencedfirsthand,theneedisgreat.Theabilityofonecompanytocontributeislimited.Butthiscasestudyillustrateswhatispossible.Byworkinginpartnership,BDandCMMBbroughtbothhopeandrealchangetofivehospitalsinZambia.Byleveragingsupportfromothercompanies,suchasDHL’shelpintransportingtheproductdonationsforthisproject,evenmorecouldbeachieved.

InturnitisessentialforBDandCMMBtorecognizethelonger-termneedsofthesitesselectedforthistrip.Workhasalreadybeendoneandshouldcontinuetosupportthesitesintheirabilitytoattractalternativesourcesofsupportandfunding,toensurethattheprogressmadethroughthispartnershipcanbecontinuedbeyondtheBDinvestment.

ItisclearthattheBDvolunteers’experiencesinZambiahadagreatimpactontheirlives,bothpersonallyandprofessionally.Goingforward,BDcoulddomoretoharnesstheskillsandexperiencegainedsotheycanbedevelopedwithintheindividualsandchanneledintothecompany’swork.ForexampleinselectingthevolunteersBDandCMMBmadeaconsciousdecisiontonottakeintoconsiderationassociates’rolesatBD.Noneofthevolunteersselectedareinvolvedinthecompany’sworkondevelopinglaboratoryproductsforuseindevelopingcountries.Lookingforward,BDmightconsiderinvolvingassociatesfromthisbusinessinfuturetripssothefirsthandobservationoftheneedsinsuchanenvironmentcanbedirectlyappliedtoBDproducts.

Walking.the.Talk:.a Case Study of BD’s Employee Volunteer Partnership Program in Zambia

Chapter �: Looking forward

Chapter 5: Looking forward

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Thevolunteersfromthisfirsttripwillhaveaninvaluablecontributiontomaketoplanningfuturevisits,notleasttosupportnewvolunteers.Moreinformationinadvanceaboutconditions,practicesandresourcesatthehospitalstobevisitedwillbeusefultohelpsetrealisticobjectivesforfuturevisits.However,itisclearthatbeingflexibleandabletoadaptisbothanecessityandausefulskilldevelopedfromthevolunteerexperience.

WhilethisfirstBDvolunteerservicetriphassucceededindeliveringarangeofbenefitstoallpartners,itmustclearlyonlyberegardedasatemporary‘solution.’ThegreatestchallengeisforBDtoplayitspartinsupportingthedevelopmentofmoresustainablehealthcareservicesforpeoplearoundtheworld.Butfornow,inthewordsofonevolunteer:“Thebiggestdifferencewasthatwerolledupoursleeves…”

Chapter 5: Looking forward

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Appendix.I:.Exploring.the.inputs,.outputs.and.impacts

Thetablesonpages27-29provideasummaryoftheBD/CMMBZambiaServiceTripProgramasanalyzedthroughtheLondonBenchmarkingGroup(LBG)model.InthisAppendixweprovidethebackgroundinformationbehindthesesummarytables.

Themodelaimstoquantifythetotalcontributionstotheprogram(inputs),thebenefitstothecommunityandtothebusinessofthesecontributions(outputs)and,finally,toexplorethelongertermbenefitsor‘impacts’oftheprogram.Thisoffersawaytomeasurethesuccessoftheprogram–bycomparingtheratiobetweenthe‘inputs’(ourcontribution)andthe‘outputs’(benefitsachieved).

Thislinkbetween‘inputs’(contribution)and‘outputs’(benefits)isimportant.Itisessentialtoknowtoquantifytotalinvestment(contribution)intheprogram,notonlybecauseasapubliccompanyBDneedstobeaccountabletoshareholdersfortheuseofcompanyassets,butbecausetheprogram’sachievementswillbeshapedbyandshouldbejudgedby,anassessmentofthecostoftheprogram-inshort,the‘returnoninvestment,’bothtothecommunityandtothebusiness.

Belowweprovideadetaileddescriptionofthetotalinputs,outputsandimpactsofthefirstBDCMMBZambiatrip.Thisinformationissummarizedinthetablesonpages27-29.

First,theoverallcontributiontotheprogram(inputs)isquantified,andthenthebenefitsgenerated(outputs)forthecommunity,bothlocallyatthehospitallevelandforourpartnerCMMB,andforthebusinessareassessed.Thesebenefitsincludecontributionsthatwere‘leveraged’byBDfromothersources,suchasemployeefundraisingandgiftsfrombusinesspartners.Finallythemodelaimstoqualify(andquantify)thelongerterm‘impacts’oftheprogram.

ThisAppendixdescribestheLBGanalysisoftheBD/CMMBServiceTripProgram,lookinginturnat:

1)Inputs:thepartners’contributionstotheproject2)Outputs:theachievementsoftheproject3)Impacts:thelonger-termimpactsoftheproject

Walking.the.Talk:.a Case Study of BD’s Employee Volunteer Partnership Program in Zambia

Appendices

Appendices

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1).Inputs.–.The.partners’.contributions.to.the.project

The‘inputs’totheprojectarethecostsincurredbythecompanyorpartnersincarryingouttheproject.TheLBGmodelidentifiesfourpossibletypesofinputcost:• Cash payments• Employee time(paidforbythecompany,butspentoncommunityactivities)• In-kind contributions(suchasproducts)• Management costs(suchastimeofcommunityteamorganizingtheproject)

The‘inputs’totheprojectarelistedinthelefthandcolumnofthetableonpage27,anddescribedbelow.

Cash AtthebeginningofprojectBDagreedthatitwouldcoverallthecostsoftheproject,includinganycostsincurredbythevolunteersorbyCMMB.BDmadeaninitialcashdonationof$151,700tocovertheplanningofthetrip,transport,communications,accomodationandbuildingmaterials.BDmatchedemployeefundraisingtothevalueof$13,564.ThetotalBDcashbudgetforthetripwastherefore$184,828.

Time BDpaidtheemployeestheirnormalsalariesduringthetwoweekstheyspentinZambiatocompletetheproject.UsinganestimateoftheaveragesalariesofBDassociatesatsimilarjoblevels,wehaveconservativelyvaluedthistimetocost$2,300peremployeetoBD.TheBDAssociatesbroughtsignificantskillsandexperiencetotheirroleinZambia,includingmedicalknowledge,laboratoryskills,trainingskills,buildingskills,projectmanagementandarangeofexperiencesworkingindevelopingcountries.Valueofvolunteertimeinvestedinthetripisestimatedaround$23,000

In-kind BDdonated$50,000worthofproducttothefivesitesforthefirstvolunteertrip,valuedatfairmarketprice(seenoteonpage30).BDhasmadeafuturecommitmenttoprovidesiteswithproductfortwoyears.

Management costs

BDandCMMBbothinvestedconsiderabletimeindevelopingandmanagingthisproject,butneitherhasbeenincludedinpreviousprojectcostestimates.Inanefforttoknowthefullinvestmentin,orcostsoftheprogramweaimtoaccountforthistime.BDandCMMBeachinvestedanestimated1,000hoursindevelopingandmanagingtheprogram.Basedonestimatesofaveragesalariesofsuchprofessionals,wehaveconservativelyvaluedthistimeequaltoabout$48,000.TheBDhalfofthisfigureisincludedunder‘inputs’intheLBGassessment,whiletheCMMBtimeisconsideredtobe‘leverage’.WhileBDcommittedtocoveringallCMMBcostsontheproject,CMMBdidnot‘charge’BDforasignificantproportionofthemanagementtimespent,astheyfeltthiswas‘nottherightthingtodo’inlightofthecompany’sgenerosityasapartnerintheprogram.

ItshouldbenotedthatasmuchmanagementtimewasinvestedinthisthefirsttripinthenewVolunteerServiceProgram-managementcostsshouldbemuchlowerforfuturetrips.

Appendices

ThetotalBD‘inputs’totheprojectarethereforeestimatedtobe$262,264,basedoninclusionoftheproductdonationof$50,000valuedat‘fairmarketvalue’.

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2) Outputs – The achievements of the project

TheLBGmodeldrawsacleardistinctionbetweeninputcosts,or‘inputs’andachievements,or‘outputs.’Outputmeasuresindicatewhatlevelofactivitythe‘input’factorsaregenerating.TheLBGmodeldistinguishesoutputsbetween:

• Leverage• Community benefits (local and global)• Business benefits

Thecasestudiesonpages20-21describetheaccomplishmentsofthreeofthevolunteersintheirhospitals,andservetoillustratetheachievementsofthefullgroup.Inthissection,wefocusonwhatwasachievedoverallbytheprogram,thevaluethatwascreatedbythepartnershipandthebenefitstoeachpartnerofparticipating:thehospitals,CMMBandBD.

Leverage Leverageistheadditionalresourceattractedtoanactivityorprojectasadirectresultoftheinitiativeorparticipationofthecompany.TheconceptisincludedintheLBGmodeltoshowthatcompanycontributionscanactasthecatalystforincreasingresourcestocommunityprojects.WithinBD,associatesraisedmorethan$20,000throughtheirownfundraising.BDalsouseditsbusinessnetworktoattractadditionalresourcestotheproject.WorkingthroughtheGlobalBusinessCoalitiononHIV/AIDS,BDmadecontactwithDHL,whohelpedtoshipthemedicaldonationstoZambia.Delldonatedfivedesktopcomputers,andasupplierofdigitalmediaservicestoBD,donated5DVDconversionsoftrainingsetstohelppreparethevolunteers.Themanagementcostsofthepartner,CMMB,estimatedtobeabout$24,000(seeinputsforequivalentBDmanagementcosts)areincludedas‘leverage’becausethiswasaresourcethatwasleveragedbyBD’sinitiationoftheproject.Thetotalvalueofthecash,timeandin-kindgoodsleveragedbyBDforthisprojectwasjustover$63,000.

Benefits to the community

A) Benefits to the community at the local levelEachofthefivehospitalsitesbenefitedgreatlyfromthevisitofBDvolunteersandtheprovisionofmedicalsuppliesfromBD.

Product donations:ThefivesitesshareddonationsofBDproductswitha‘fairmarketvalue’of$50,000,madeupofbasicmedicaltoolslikesyringes,pipettes,Petridishes,swabsandneedles.Inmostcasesthesitessimplycannotaffordtobuythesekindsofbasicmodernitems.Animportantlessonlearnedfromthistripwasthattrainingonuseofsuchdonationsisalmostasvaluableastheitemitself.

(continued)

Appendices

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Benefits to the community

(continued)

Benefits to the laboratory:FiveBDemployeessharedtheirspecialistknowledgeandskillsinlaboratorypracticestospecificallybenefitthelaboratoriesinthefivesites.

•Labskills:enhancingtheskillsetsofZambiancolleaguesinroutinelabworkandinHIV/AIDStesting,teachingthemsimpleprocedures

•Labprocess:helpingtosetthelabsupbetter,developprocesses.Onevolunteerintroducedanewlogbookforlabresults,whichallowsfollowupwiththepatients,makingarealimprovementtopatientcare.

•Safetyknowledge:newfocusonsafetyforhealthcareworkers:teachingthemtoprioritizesafetyforhealthcareworkers.Howtousesafetyproducts;creatinganawarenessofunsafepractice;givingthemknowledgetodosomethingtoprotectthemselves

•Healthcareworkereducation:widereducationofhospitalstaffincludingdoctorsandnurses

TheBDvolunteersfoundthatwhilesomeofthesiteshadbeensupportedbyvisitsbydoctorsfromabroad,inmostcasesthiswasthefirsttimethelaboratoryhadreceivedexternalinputorsupport.TheBDvolunteersbroughtrealexpertiseandprofessionalfocusonimprovingtherunningofthelabs,includingpracticaldaytodayimprovementstoprocessandorganization,leadingtoamuchmoreeffectivelab.Inaddition,thevolunteersfelttheywereabletobringincreasedstrengthandcredibilitytothelabtechniciansworkingonsite,toachievechangeandrecognizetheimportanceofthelabtothewholehospital.

Benefits to the hospital sites:ThreeBDvolunteersfocusedonconstruction.Theyappliedskillsinbuildingandprojectmanagement,andprovidedtoolsandmaterialstoleadateamoflocalpeopletoconstructnewbuildingsandrenovateexistingfacilities.

Thevolunteersbuiltnewincineratorsattwosites.Incineratorsareessentialtoallowthehygienicandsafedisposalofhospitalwaste.Withoutincinerators,dumpedwastewasopentoaccessbyhumansandanimals,riskingcontamination.Thevolunteersmanagedteamsoflocalworkerstobuildtheincinerators,andtaughtthehospitalemployeesamoreeffectiveandsaferprocessformanaginganddisposingwaste.

Appendices

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Benefits to the community

(continued)

Inaddition,theconstructionvolunteersrespondedtootherbuildingneeds.Atonesitetheybuiltanewfieldkitchen,togivewomenaccompanyingrelativestothehospitalacommunalareaandbrickovensforcooking.Theyalsoinitiatedconstructionofanewnursingeducationcenter,andsharedknowledgeofsolarenergyandsolarpanelswhichwasnotpreviouslyavailable.

Chilubulahasanewlaboratory,completewithelectricalwiringandplumbing.CMMBsays“AsChilubulaisthepoorestandlargestprovinceinZambia,thislaboratorywillbealandmark”.AlongwiththetrainingoflaboratorytechniciansandnursesandtheBDdonatedcomputer,thestructureisbeinghailedaspotentiallythebestlaboratoryserviceintheprovince.

Theconstructionvolunteerscouldworkinpartnershipwiththemedicalteachingvolunteers.AtonesitemoretimewouldhaveallowedtheconstructionvolunteertoextendthelabtomakeaspacetotestforTBandmalaria,whichtheothervolunteerwasteachingtothehospitalstaff.Managingfutureneeds: Each of the volunteers spent time working withlocalhealthcareprofessionalstodeveloptheirstrategyforfutureresourcing.Allofthesiteshavelittletonoaccesstofundingtobuymedicalproducts.Inmostcasestheyrelyoncharitabledonations.Thevolunteershelpedthesitestodevelopskillsinsourcingandapplyingforadditionalsupport,andtothinkstrategicallyabouttheirprioritiesfordonationsbasedonurgency,compatibilitywithexistingresource,storagelimitationsandsoon.Theresultisthatthesitesarenowbetterplacedtopresentthemselvesforincreasedfunding,andwillmakebetteruseofoffersofcharitabledonations.

Forexample,whenKarenScrabaarrivedattheSt.FidelisHospitalatChilubula,thehospitalwasunabletoqualifyforthegovernmentsupportedARTprogram.The“reason”wasbecausethehospitaldidnothaveadoctor.Butthereasontheywereunabletogetadoctorwasthelowstandardoftheoperatingtheater.Toimprove,theoperatingtheaterfirstrequiredagoodlaboratory.Karenhelpedthelocalteamimprovethelabandsheidentifiedexactlywhatwasneededtodotogettheoperatingroomtotherequiredlevel.Oncethesetwowereinplace,thehospitalcouldqualifyforadoctor,andthenforARTs.

(continued)

Appendices

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Benefits to the community

(continued)

Hands on help:Inadditiontosharingtheirspecialistskills,thevolunteerssimplyrolleduptheirsleevesandgotinvolved.Fromcleaningandpaintingthehospitalstovisitinglocalschoolsandteachingbasichygieneandfirstaid,thevolunteersshowedthelocalpeoplethattheycaredabouttheirhospitalandtheirvillage,andwerepreparedtoworksidebysidewiththemtomakeitbetter.

Leveraged benefits:Allofthehospitalsnowhavebetterequippedandmanagedlaboratories.Thisstrongfoundationputstheminabetterpositiontoattractandsecurefundingfromothersources.MwandinowqualifiesforgovernmentsupportforARTs,inpartduetotheimprovedlabskillsandsafetyprocedures,andChilongaisclosertobecomingacandidateforPEPFARfunding.BDvolunteerscontributedtothisprogressinpart,andinbothcasesmuchmoreworkisneeded.

B) Benefits to the community at the global level – CMMBCMMB gained real benefits by working in partnership with BD, both in furthering its healthcare mission on the ground in Zambia, and in developing a model for future corporate partnerships.

Advancement of their program objectives:TheimpactsoftheprojectonhealthcareinZambiawereinlinewithCMMB’sprogramgoals:fortifyinghealthcareinfrastructureandbuildingcapacity.ByworkinginpartnershipwithBD,theprogresswasmadewithaverymodest,andthereforeefficient,resourcecommitmentfromCMMB.

A new and much strengthened relationship between donor and recipient:Duringtheyearthatencompassedtheplanningprocess,BDdonationstoCMMBprojectsunrelatedtoZambiaweresignificantlyincreased,includingashipmentof400,000syringestoHaitiforaCMMB/Merckvaccinationproject.

Extended offerings for corporate partners:TheBDemployeeprojectpromptedCMMBtoquestionthestatusquoontheirvolunteerinitiativesandledthemtodevelopanewtemplateforcorporatevolunteerinvolvement.Priortothiseffort,CMMBbelievedtheycouldonlyeffectivelyusevolunteerswhowerehealthcareprofessionalswhomadeone-yearservicecommitments.CMMBhasnowincreaseditsinternalcapacitytoplananddesignsituation-specificvolunteerprogramsofshorterduration.

Appendices

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(continued)

Theyalsodiscoveredvolunteerswithgeneralskillsarevaluableassets.CMMBisnowsharingtheBDexampleasamodelofeffectivepartnershipdevelopmentwithothercorporatefunderswhohavevoicedaneedtomorestronglyaligncashgivingwithemployeevolunteerism.Inaddition,CMMBhasreachedout,selectively,tohealthcarenetworksintheUnitedStateswhomaywanttopartnerinoverseasvolunteerprogramsfortheiremployees.TheBD-CMMBpartnershipisanimpressivestorytotellthem.

Skill and service development:CMMBfoundithaduntappedexpertiseintrainingaroundculturalcompetenciesandinvolunteerteampreparation–valuableskillstoapplytootherprojectsortoprovideasservicestopotentialpartners.

Expanded donor base:CMMBhasbeenabletoexpanditspoolofcashsupportersasaresultoftheproject.ThecredibilityoftheorganizationintheeyesoftheirlocalpartnersinZambiaincreasedduetotheirabilityto“deliver”equipment,volunteersandcashsupportlikeneverbefore.

Increased visibility:CMMBwasfeaturedinpresscoveragegeneratedabouttheproject,andBDhaspromotedCMMBinpublicationsandpubliceventsmaterials.

Benefits to BD TheBDvolunteersallreportextraordinarypersonalbenefitsfromtheirtimeinZambia.Theexperienceandskillstheydevelopedwillbetransferredtoboththeirpersonalandprofessionallivesathome.AwarenessoftheprojectamongBDassociatesishigh,andthevolunteersreportthattheprogramisviewedasanexampleofBDlivingoutitsvaluesandmissioninawaythatmakesemployeesproud.

Building future BD leaders and world citizens:Inmostcases,thevolunteersreturnedfromZambiawithachangedpersonaloutlookonlife(“Weare10totallydifferentpeoplenow.”).Theyalsogainedskillsandexperiencesthattheywillbringtotheirprofessionalwork,whetheratBDorelsewhereinthefuture.BDisabusinessbuiltonhighlytalented,effectivepeople,andiscontinuallyinvestingincontinuallearninganddevelopmentofemployees.

(continued)

Appendices

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Benefits to BD(continued)

Researchhasshown(seeAppendixV)thatengagementinvolunteeringprogramsishighlyeffectiveindevelopingskillsandconfidenceinemployeesinawaythattraditionaltrainingdoesnot.InterviewswithBDvolunteersfoundthistobethecase.Skillsdevelopedinclude:

Leadership:The“expert”volunteersneededtoshowleadership,thinkontheirfeet,motivateothers,recognizedifferentneedsinthegroup

Training:Teachingagroupofpeoplewithvaryingcapabilitiesandensuringretentionofinformation

Influence:Usinginformationandcommunicationskillstopersuadepeopletochangebehaviors

Team work:BecausethevolunteerscamefromacrosstheBDbusiness,cross-regionalunderstandingandteambuildingacrossbusinesseswerestrengthened.“It’safamily,sharingloveforservicewith10peopleatBD.”TherewasalsocollaborationwithBDpartnersatthesitestomakebestuseofeachperson’sskillsandcapabilities.

Communication:Developingskillstocommunicatewith,andwintheacceptanceofpeoplewhodonotknowyou,orwhoaredifferenttoyou.

Diversity:Recognizingthevalueofrespectingothers—evenwhenyouwanttochallengeorchangetheirbehavior,youcandothiswithrespecttothem.

Innovation:Whenprovisionalplansandobjectiveswerenotapplicableorwhenresourceswerenotavailable,thevolunteersshowedgreatinnovationinfindingalternativesolutionstoteaching,buildingormakingthedifference.

Bringing home new perspectives: TheBDvolunteers’workwithZambianhealthcareprofessionalsgavethemadirectexperienceandknowledgeofhealthcareneedsinthedevelopingworld.Theyreturnedwithanunderstandingoftherealchallenges,prioritiesandneedsontheground.Thisknowledgecoulddirectlyinfluencethecompany’sabilitytorespondtotheseneedswithappropriateproductsforuseinthesemarkets.AtleastonevolunteerreportedthatwhatshelearnedinZambiawilldirectlyinfluenceherworkinproductdevelopmentintheU.S.Inawidersense,thevolunteers’experiencescouldinfluenceinternalBDthinkingonglobalhealthcarechallenges.

Appendices

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Benefits to BD(continued)

Boosting employee morale and retention:Interviewswiththevolunteersfoundthat,foreach,theprojecthadchangedthewaytheyfeltaboutworkingatBD.Thevolunteerssaidthecompany’scommitmenttotheprojectwouldmakethemmorelikelytostaywiththecompanyandtorecommendittoothers.“Inowlookatthecompanyinaverydifferentway.Thisisacompanysayingthatit’sgoingtobeagreatcompany...Ididn’tbuyintoitbefore,andnowIdo.”Upontheirreturn,manyvolunteerssharedwithcolleagueseyewitnessaccountsofhowBDproductssavelives.“Iamsofortunatetoworkforacompanythatmakesproductsthatmakesuchadifferencetoourcustomers—theyliterallychangethewaytheylive.”

Living our values:BDclaimstohave“apassionforcaring,”andamissionof‘helpingallpeoplelivehealthylives.’Butwithoutexamples,suchcommitmentscaneasilybecomeemptywords.Thisvolunteerprogramwasdesignedtogiveemployeesawaytoparticipateinpursuingthecompanypurpose,butithasalsobecomeaverysuccessfulexampleofthecompany“walkingthetalk.”“AttheBDsiteIwork,the‘PursuingourPurpose’initiativeisnotasvisibleorwellunderstoodasatthecorporateheadquarters.TheZambiaVolunteerTripreallyhelpedbringittolife,”saidSusanSaiget.Thereisanextremelyhighlevelofawarenessabouttheprojectwithinthecompany,accordingtointerviewswiththevolunteersandfeedbacktotheBDcommunityteam.ManyBDassociatesgotinvolvedinraisingfundsfortheproject,followedtheonlineblogwhenthevolunteerswereinZambia,andhaveattendedsessionswiththevolunteersontheirreturn.AssociateshaverelatedthattheyfeelanewsenseofpurposeintheirpositionsandforBDproducts,aswellasarenewedprideinthecompany.“Ihaveworkedforothercompanieswithstrongcorporatevalues,butIhavenotfeltitthewayyoufeelitatBD.Thisprojecthasbroughtthe“passionforcaring”downtoacommonlevelforBDassociatesinawaythatveryfewinitiativescoulddo.”(PaulFalkenstein)

(continued)

Appendices

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Benefits to BD(continued)

Working in partnership:BDbenefitedgreatlyfrompartnershipwithCMMB,whoofferedexpertiseandsupportthroughouttheproject,fromtheplanningstagesandvolunteerselectionthroughtoinvaluablelocalknowledge,networksandsupport.Byworkinginpartnershipwithanestablished,respectedpartnerontheground,BDgainedrealexpertiseinensuringprojectsareculturallycompetent,appropriateandeffective.

Accent global approach to corporate citizen efforts, contribution to Millennium Development Goals (MDGs):TheZambiaServiceTriphastakenthecompany’semployeevolunteeringtoanewlevelandaddedahighprofileglobalaspecttothecompany’swidercorporatecitizenshipprogram.ThetangibleimprovementstohealthcareresourcesinthefivehospitalsvisitedwillmakeasmallbutvaluablecontributiontoMDG6–‘combatHIV/AIDS,malariaandotherdiseases.’ThepartnershipwithCMMBisagoodexampleofMDG8–‘developglobalpartnershipsfordevelopment.’

Respect for the company’s mission and social contribution:TheaimofthisprojectwasnottogarnerpositivepublicrelationsforBD.However,BDhopestheprojectwillberespectedbyexternalaudiences,includingthepublic,internationalorganizationsandgovernments,andotherpartsofsociety,suchasnon-profitsand‘trustedpartners.’

Appendices

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3).Impacts:.The.longer-term.impacts.of.the.project

Impactmeasuresassesstheeffectoftheultimategoalsoftheactivity,whichareoftenonlymeasurableinthelongerterm.UndertheLBGmodel,thetwinbenefitstobusinessandcommunityshouldshowthroughtoimpacts.Inmostcases,ittakestimeforimpactstobefelt,andtheyareoftendifficulttomeasure.

Workingfromthe‘outputs’achievedbythefirsttrip,wehavedevelopedalistofthepotentialimpactsoftheprogramforthecommunityandthebusiness.

FrominterviewswiththevolunteersandCMMB,weareconfidentthatsomeoftheseimpactshavealreadybeenfeltinthecommunityandthebusiness.

Forothers,itwouldbenecessarytodomoreextensiveimpactassessment.ForexamplewhilethevolunteersandCMMBallreportimprovedsafetyproceduresinthelaboratories,thenumberofaccidentshasnotbeenmeasured;itisnotcertaintherehasbeenareduction.Equally,whilethevolunteersreportedfeelingmorecommittedtoBDandmotivatedtoworkforBD,itisnotprovedthatthisistranslatingintoeffectivenessintheworkplace.

Community impacts – the

local level

•Betterpatientservicesathospital,forexample,greatlyimprovedVCT(voluntarycounselingandtesting)uptake(Chilonga)

•Bettersafety/lessaccidentsinthelaboratory,lessriskofinfectionfromwaste(unconfirmed)

•Hospitalsattractanadditionalinvestment;contributedtooMwandiqualifyingforgovernmentsupportforARTsoChilongacomingclosertocandidateforPEPFARfunding•Sustainableaccesstoresources(financialanddonations)

Community impacts – the global level

•CMMB“iseffective”withmaximizedefficiency•Widerrangeofimpacts,suchasstructuralimprovementsathospitals•Newcorporatepartnershipsachieved•More“services”toofferpartners

Business impacts

•Betterawarenessandunderstandingofcompanypurposeamongemployees

•Impactsofemployeepersonalskilldevelopment•ImpactsofimprovedcommitmentofBDvolunteers,

andotheremployees,tothecompany,resultinginreducedabsenteeismandturnover

•Firsthandinformationabouttheneedsinhealthcareproductsinhospitalsinthedevelopingworld

•Improvedreputationasaresponsiblecorporatecitizen

Appendices

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Appendix.II.-.The.BD.Volunteers

Volunteer, job title Hometown Hospital in Zambia Role

Ron Taylor StLouis,MO NyanjeMissionHospital ConstructionSalesConsultant,BDDiagnostics,PreanalyticalSystems

Susan Saiget LaJolla,CA NyanjeMissionHospital LabtrainerBDBiosciencesPharmingen

Albert Scius LePontdeClaix,France MwandiHospital LabtrainerEuropeSales&MarketingDirector/Safety,BD

Yvette Lewandowski LePontdeClaix,France MwandiHospital GeneralAssistantAssistant/Marketing,BDMedical, PharmaceuticalSystems,France

Paul Falkenstein FranklinLakes,NJ MpanshyaMissionHospital ConstructionDirector,PreanalyticalSystems, (StLuke’s)BD

Shrita Smith FranklinLakes,NJ MpanshyaMissionHospital GeneralAssistantManager, (StLuke’s) GlobalTechnicalServicesBDDiagnostics,PreanalyticalSystems

Karen Scraba Ontario,Canada St.FidelisChilubulaHospital LabtrainerClinicalEducationandSupport,BDPreanalyticalSystems

Tom Braden SanDiego,CA St.FidelisChilubulaHospital ConstructionProjectDirector/Operations,BDBiosciences

Deirdre Hinds-Gravesande FranklinLakes,NJ ChilongaMissionHospital GeneralAssistantQualityAnalyst/RegulatoryAffairs BDMedical,DiabetesCare

Daryl D. Shank Sparks,MD ChilongaMissionHospital LabtrainerSeniorScientist,BDDiagnosticSystems

Alternates

Burt Houtz(unabletotravel) SanJose,CATechnicalAdviser,FlowCytrometryApplications,BDBiosciences

Betty Wilson-Jones Cockeysville,MD BDDiagnosticSystem

Denis Osbert LePontdeClaix,France

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Appendix.III..

BD Volunteer Program Application Information Guide

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Appendix.IV.Press.release.and.media.coverage

Press.Release.BD.and.CMMB.Join.Forces.to.Address.the.Challenge.of.HIV/AIDS.Pandemic.in.Zambia

Ten�BD�Associates�Head�to�Africa�as�Part�of�Unique�Volunteer�Project��Franklin Lakes, NJ and New York, NY USA (May 5, 2005) –BD(Becton,DickinsonandCompany)(NYSE:BDX),aglobalmedicaltechnologycompany,andtheCatholicMedicalMissionBoard(CMMB)todayannouncedaninnovativecollaborationtohelpcombatHIV/AIDSinZambia.AgroupoftenBDassociatesfromaroundtheworldwillworkwithCMMBatfiveruralhealthcarefacilitiestoassistinthefightagainstthedeadlydisease.Morethan350BDassociatesworldwideappliedtoparticipateinthiseffort;severalofthoseselectedarespecialistswithalaboratorybackground.

TheBDteamisscheduledtoarriveinZambiaonMay8,2005.Duringtheirtwo-weekassignment,thevolunteerswillperformvariousfunctions,including:LaboratoryTrainer–tofocusonraisingawarenessandincreasingbestpracticesforroutinelabandHIV/AIDStesting;GeneralAssistants–toteachbasicskillstolocalresidents;andConstructionWorkers–torepairandrenovatehospitalsandclinics.

“CMMBisproudtopartnerinthismodelemployeevolunteerprogramthatdemonstratesBD’sleadershipamongitsindustryintheglobalresponsetoHIV/AIDS,”saidJohn(“Jack”)F.Galbraith,PresidentandCEOofCMMB.“ThisinitiativeutilizesCMMB’slongstandingglobalvolunteerprogramexpertiseandBD’sresourcesandtalenttomakearealdifferenceintheZambiancommunitieswherethevolunteerswillwork.”

“ThisprogramisacelebrationofBDassociates’beliefinourcorporatepurposeofhelpingallpeoplelivehealthylives,”saidEdwardJ.Ludwig,BDChairman,PresidentandChiefExecutiveOfficer.“CMMBistheidealpartnerforthisprogrambecauseoftheirheritageandexpertiseinthedevelopingworldandtheirexclusivefocusonglobalhealthcareissues.”

Inpreparationforthetrip,BDassociatesfromofficesworldwidehavecontributedfunds,whichwereinpartmatchedbyBD.Additionally,thevolunteers’ownfundraisinginitiativeconsistedoft-shirtsandwristbandstheydevelopedtobesoldbothinsideandoutsidethecompany.ThefundsraisedwillbeusedtopurchaseeverythingfromtextbookstoextensionladdersfortheclinicsinZambia.BDhasalsosecuredthedonationoffivenewcomputers.

BD’sownproductdonationswillincludephlebotomyitems(tubes,needleholders,sharpscontainers),labware(petriedishes,pipettes),syphilistests,syringes,needles,thermometers,alcoholswabsandantisepticscrubs.

“Currently,anestimated16percentofZambia’spopulationisHIVpositive.Theaveragelifeexpectancyis37andthereislimitedaccesstohealthcare,especiallyinruralareas,”saidDr.ElizabethMusaba,CountryDirector,Zambia,CMMB.“WearethankfultotheBDvolunteerswhowillworkinsomeoftheneediestruralZambiancommunities.”

BDhopestobeabletoconductadditionalvolunteerprogramsinotherlocationsinthefuture.

Appendices

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Media.coverage.

Priortothevolunteers’departure,interviewswereconductedwitheachvolunteerandbriefprofilescreatedtoexplainthevolunteers’reasonsforgoing,aswellastheirexpectationsandgoalsfortheirtriptoZambia.

AjointpressreleasewiththeCatholicMedicalMissionBoard(CMMB),thecompany’spartnerforthetrip,wasdevelopedanddistributedviaPRNewswireintheUnitedStatesandinSouthernAfrica.

ThefollowingoutletspickedupthepressreleasefromPRNewswire:Reuters.com,MedicalNewsToday.com,CNNMoney.com,Netscape.com,MarketWatch.com,CentreDaily.com,GlobeandMail.com,OnVIsta.com,AfricaRepublic.com,KhandakerPartners.com,TheBodyPro.com–HIV/AIDSResourceforHealthcareProfessionals,MadagascarTimes.com,WorldNews/WNNetwork,AfricaEconomies.com,ZambiaBusiness.com,HIV/AIDSNewsRoom.com,KaiserNetwork.org,MediLinks.com,COMTEX/NewsNetwork.com,MyWay.com,MorningStar.com,BioSpace.com,BioCompare–LifeScienceNews.com,NewsRatings.com,Stockhouse.com,Mysan.de.com,KeepMedia.com,FinanzNachrichten.com,Iwon-Money.com

Thefollowingareresultsfromourproactiveoutreach:

ASSOCIATED.PRESS./.APInformationaboutBD/CMMBprograminZambiafeaturedinAssociatedPress/N.J.BusinessBriefsonMay11,2005.Asaresult,itemsappearedinthefollowingoutlets:BergenRecord,Newsday,MiamiHerald,FortWayneNewsSentinel

OAKVILLE.BEAVERHometownpaperofBDVolunteerKarenScrabaranarticleabouthertriptoAfricaonMay7,2005.

BERGEN.RECORDSocialissuesreporterPaulJohnson,conductedanin-personinterviewatBDwiththethreeNewJerseyvolunteers:PaulFalkenstein,DeirdreHinds-Gravesande,andShritaSmithaswellasBDspokespeopleDanGrimmandJenniferFarrington.AfeaturestoryonthecoveroftheLocalsection,ranonJune16th.

NEW.HOPE.GAZETTEThishometownpaperofBDVolunteerPaulFalkensteinranastoryonJune2onhisexperiencesinZambia.

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Appendix.V.Resources.and.further.reading.on.measuring.the.impacts.of.employee.engagementNotable publications on best practice in employee volunteering

Best Practices in Employee Volunteerism: Corporate Volunteer Councils, Volunteer Centers, and Nonprofit Organizations Partner to Strengthen Communities and Improve Performance ChrisHannDec2003(UniversityofTexas)http://www.serviceleader.org/new/documents/articles/2004/06/000231.php#1

Employer volunteering – the guidePublishedbyvolunteeringEnglandincollaborationwithAbbeyandBusinessintheCommunity.http://www.employeevolunteering.org.uk/resources/details.asp?id=170&themeid=102

Employees in the community: a global force for good EditedbyDavidLoganofTheCorporateCitizenshipCompany,jointlyresearchedandwrittenwithTheCenterfortheStudyofPhilanthropyattheCityUniversityofNewYorkThefirstmajorstudyofemployeevolunteeringasaglobaltrend.ItshowsaquintessentialAmericantraditionhastakenrootaroundtheworldandtherolewhichinternationalcompanieshaveplayedinthisprocess.http://www.employeevolunteering.org.uk/resources/details.asp?id=170&themeid=102

Employees and the Community PrimaEurope/TheCorporateCitizenshipCompany,London1995Howsuccessfulcompaniesmeethumanresourceneedsthroughcommunityinvolvement.ThereportexplainshowemployeecommunityinvolvementworksandsummarisestheevidenceofbusinessbenefitfromEuropeandtheUS.Itmakesrecommendationsforarangeofevaluationmethods.http://www.corporate-citizenship.co.uk/publications/publications.asp#employee

Valuing Employee Community InvolvementMikeTuffrey,TheCorporateCitizenshipCompany,London1998Practicalguidanceonmeasuringbusinessbenefitsfromemployeeinvolvementincommunityactivity.Thisstudyofeighteencompanieswithsixdetailedcasestudies,demonstratesameasurablegainincompetencyfromemployeecommunitydevelopment.Itofferspracticalguidanceinevaluation.http://www.corporate-citizenship.co.uk/publications/publications.asp#employee

Good Companies, Better EmployeesMikeTuffrey,TheCorporateCitizenshipCompany,London2003Thisreporthelpstounderstandbetterhowcorporatecommunityinvolvementandwidercorporatecitizenshipcontributestobusinesssuccessbyenhancingemployeemorale,motivation,commitmentandperformance.Itisalsoapracticalmanagementtoolcontainingmethodstoevaluatebenefits.http://www.corporate-citizenship.co.uk/publications/publications.asp#employee

Pfizer Global Health Fellows: expanding access to healthcare through cross-sector partnershipsAcasestudypreparedforPfizer,Inc.byTheCenterforCorporateCitizenshipatBostonCollege,2004JonathanB.Levine,SeniorAssociate http://www.bcccc.net

Measurement Demystified: Determining the Value of Corporate Community Involvement CenterforCorporateCitizenshipatBostonCollege,September2002Thisreporttakesamagnifyingglasstothemeasurementprocess.Itlooksatsevencompanies–3M,IBM,Petro-Canada,PPL,PrudentialInsurance,Sears,Roebuck&Co.,andSuncorEnergyInc.–thathavedemonstratedbestpracticesinmeasuringtheircommunityinvolvementprogramsanddeconstructstheprocessestheyfollow.http://www.bcccc.net

Appendices

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BD volunteers worked with a local team to begin construction of a new nursing education center at Mpanshya Mission Hospital.

DHL lent support by shipping the BD donations to Zambia. The partnership was forged through

The Global Business Coalition on HIV/AIDS, an initiative supported by both companies.

Daryl Shank, BD volunteer, pictured with Sisters of the Child Jesus, whom he trained in laboratory procedures at Our Lady’s Hospital, located in Chilonga, Zambia

Walking the Talk: A Case Study of the BD Employee Volunteer Partnership Program in Zambia

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