Circular for August 2013

List of Contents


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Contacts & Coordinators

Social Audit Network August 2013

Welcome to this month's SAN newsletter, containing news and articles about the practice of social accounting and audit, and measuring social value, from across the UK and around the world.

The Social Audit Network promotes and supports social accounting and audit as the preferred means for organisations operating in the community, social economy and public sectors to report on their social, environmental and economic performance.


Prove Improve Account (PIA)

The next SAN Prove Improve Account (PIA) social accounting course will be held on 5th & 6th September at Newcastle University Business School, 5 Barrack Road NE1 4SE (not Newcastle Business School which is a different organisation. For more information or to book a place, contact the SAN office (

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SAN North East

SAN North East has been meeting regularly during 2013 at Newcastle University Business School (NUBS) and the group is growing. Members include Crisis Skylight Newcastle, Gentoo, NUBS, Co-operatives North East, Northern Rock, Angier-Griffin and others. SAN North East is promoting understanding of impact measurement and supporting the use of social accounting and audit by organisations large and small throughout the area.

SAN Board of Directors has approved plans to host the SAN Annual Conference and Gathering at NUBS on 4th April 2014 which aims to attract delegates from organisations new to social accounting and audit as well as those with some experience of the process. Three keynote speakers and a panel of practitioners to answer your questions on social value have been booked, and a discussion on suitable tools and approaches for organisations at different stages of development arranged. Workshops will focus on the social accounting needs of delegates, who may, for example, be involved with Education, Faith Groups, Housing, The Judicial System, Leisure or Transport. Places are limited to 120 and the cost is £120, or £75 for SAN members. Thanks to sponsorship already coming in, it will be possible to offer bursaries to delegates from small organisations.

Meanwhile SAN North East is hosting a two-day P.I.A. course at NUBS on 5th and 6th September, please book places through the SAN office. If you are from outside the area the hotel next door is offering concessionary rates to NUBS visitors and students.

Sponsorship is being sought for outreach workshops introducing a range of organisations to suitable methods for measuring value, including social accounting and audit, throughout the North East Region between October and March. If you are interested in hosting or attending one of these workshops please let the SAN office know as soon as possible. Costs will be minimal, but must cover the facilitators’ expenses.

In Scotland, the Social Audit Network has an arrangement with the Edinburgh based Social Enterprise Academy. Alan Kay from SAN is an Associate Tutor with the Academy and has recently facilitated a 2-day Prove Improve and Account learning programme in Edinburgh (27-28/03) and one in Elgin in June. Both were well received! For an evaluation report from the Elgin programme, click here.

Measuring Social Impact learning programmes (1 day) run through the Social Enterprise Academy in Scotland (contact: Gordon Jamieson -;

24/10/13 - Dundee

13/12/13 - Glasgow

27/02/13 - Edinburgh

24/04/13 - Inverness

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SAN in the West Midlands facilitates a gathering of ‘Social Value Practitioners’

SAN in the West Midlands facilitated another well attended meeting of social impact practitioners on 28th June 2013. The meeting was held at the ‘Moseley Exchange’, which is a co-working space developed by Moseley Community Development Trust in Birmingham. Tony Thapar (chief executive) and Colin Lorne (social impact practitioner) provided a well-received account of how the Trust had sought to understand its local economic impact through using the Local Multiplier 3 (LM3) tool. Their presentation covered a number of areas and focused on:

  • Suitability of the approach & whether any improvements or refinements were identified
  • How the process and results of the LM3 were used and future plans in this area

LM3 can be used within the social accounting framework to better understand local economic impact of your work.

In their presentation both Tony and Colin emphasised how through undertaking the LM3 the Trust had understood the local regenerative effect of its spending power leading to a change in its purchasing policy resulting in greater use of local suppliers which should lead to strengthening local employers. The speakers provided a number of practical tips on how to effectively undertake an LM3 including; the importance of defining the ‘local’ area clearly and keeping the research simple especially when trying to engage with local suppliers. The results of the LM3 were used to clearly show how the Trust’s money was being recycled locally and for the first time there were robust figures which illustrated their local economic impact.

The meeting was followed by some lively discussion, with practitioners present emphasising that they were interested in the processes used to understand social value being created and that any models which fit in with understanding the impact of an organisations activities should be made use of. There was general agreement that a culture change is taking place which is linking maximising social value with public service reform. Representatives of newly established social enterprises called for scaleable approaches to understanding social value. They are clear about what they do, but don’t know how to understand the social value they create through their activities.

The gathering concluded with practitioners agreeing that we should meet again in September to hear from the experiences of Norton Hall Children and Family Centre (based in Birmingham) who have developed a bespoke qualitative tool to measure the difference their innovative mentoring and support project had made to the lives of young people at risk.

Social Audit Network in the West Midlands (SAN WM), formerly known as West Midlands Social Accounting Cluster, has been working to promote the practice of social impact measurement in the West Midlands since 2003. Over the years we have held various events to introduce approaches to social impact measurement as well as looking at more specialised areas such as exploring how social economy organisations could understand and demonstrate their economic and environmental impacts.

Anyone interested in joining Social Value West Midlands should contact the SAN regional coordinator - contact details are provided below.

Iftikar Karim (on behalf of SAN West Midlands) C/O All Saints Action Network, The Workspace, Wolverhampton WV2 1EL E: T: 01902 877530

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SAN down under

Alan Kay from the Social Audit Network was invited by Morrisons to visit Australia for a ten day period in April and May of this year. Morrisions is a community-based social enterprise located in a semi-rural community just outside Melbourne. They have recently become interested in Social Accounting and Audit and while he was there, Alan facilitated a Measuring Social Impact day attended by around 16 people; a 2 day Prove Improve and Account programme covering social accounting; and a Social Auditor Workshop. He also talked to the Board of Morrisions about recent developments regarding social enterprise in Europe and spent two days with the senior Morrisons staff helping to outline the information required for their own set of social accounts. Since his visit, Morrisons has got together a small cluster of local organisation who will keep social accounts - eventually going to audit early next year.


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Social Audit Forum, Nepal

Our colleagues in Nepal have recently been invited by the Nepal Administrative Staff College (NASC) to contribute to a seminar on “Social Audit: Policy, Practices and Implications of Improved Public Service Delivery” for senior government officials of Nepal. The purpose of the seminar was to engage officials in the recent policy, practices and issues of social audit and advocate for strengthening the social audit practices for improved service public delivery. Mr. Mukti Rijal from SAF presented the SAA approach and links have been built locally to strengthen the work between SAF and local public sector decision makers. Thanks to Mr. Trilochan Pokharel, NASC, for organising the event and identifying SAN and SAF as being able to add value to this on-going discussion.

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Citizen’s Advice

Liverpool Specialist Advice Services (LSAS) undertook its first round of SAA last year (with panel chaired by Barbara Beaton) and a result of this process, has been identified as a model of good practice by Citizen’s Advice – the national membership organisation of CABx. LSAS manager, Rachel Howley will keep us updated with developments and is hopeful that the SAN model can be rolled out to other CABx.

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SAN Conference and Gathering 2014

Tracking Social Profit

The Social Audit Network

Conference & Annual Gathering

Newcastle University Business School

5 Barrack Road, Newcastle upon Tyne, NE1 4SE

Friday 4th April 2014

Event Fee £120 per delegate* SAN members £75

Programme to include

Speakers: Prof. John Wilson, Prof. Tony Chapman, Chi Onwurah MP

A Dialogue between Philip Angier, New Philanthropy Capital and others to open up tools and approaches for capturing social value

A panel of practitioners answering your questions on social value

Workshops to support organisations undertaking social accounting

The Annual SAN Memorial Lecture

Networking opportunities and refreshments

Reflections on the Day

*Thanks to sponsorship bursaries will be available to reduce the fee for a number of small organisations interested in social accounting and audit

Please note that copies of SAN’s Guide to Social Accounting and Audit will be on sale @ £25 per copy at this event (usual price £40 each)

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Contacts and Coordinators

North East England

Julie Gowland

South East

Barbara Beaton

South Central England

Dave Furze

North West England

Liz Brooks Allen and Anne Lythgoe

West Midlands and East Midlands

Iftikar Karim (until June 2016) and Sean Smith

Yorkshire and Humber

Bernie Speight

South West England

Helen Vines

Northern Ireland

Peter MacCafferty