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Doc.  Name:    Title   Student  Guide    

Qualification:     BSB60120  Advanced  Diploma  of  Business  

Unit  Code  &  Title:     BSBSUS601  Lead  Corporate  Social  Responsibility  

Contents

Overview 2  
Topic 1: Corporate social responsibility – identifying the context 3  

Topic 2: Corporate social responsibility policy – establishing a policy 14  


Topic 3: Monitoring and evaluating the effectiveness of corporate social responsibility 23  

 
 

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BSBSUS601 Lead Corporate Social Responsibility
 
 
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ABN:  74  603  036  102  
T:  02  9268  0085  
E:  admissions@ahic.edu.au  
W:  www.ahic.edu.au    
A:  Level  4,  114-­‐120  Castlereagh  Street  
Sydney  NSW  2000  Australia  
 
 

Overview

The Student Guide should be used in conjunction with the recommended reading and any further
course notes or activities given by the trainer/assessor.

Application of the unit


This unit describes the skills and knowledge required to consult with stakeholders to develop,
implement and evaluate corporate social responsibility policy in an organisation.
The unit applies to individuals working in senior roles in diverse contexts who have responsibility
for ensuring an organisation is positioned to ensure its long-term viability and success.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

Learning goals
Learning goals include:

• You are able to identify the context for corporate social responsibility for an organisation.

• You are able to establish a corporate social responsibility policy for an organisation.

• You are able to monitor and evaluate corporate social responsibility for an organisation.

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BSBSUS601 Lead Corporate Social Responsibility
 
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ABN:  74  603  036  102  
T:  02  9268  0085  
E:  admissions@ahic.edu.au  
W:  www.ahic.edu.au    
A:  Level  4,  114-­‐120  Castlereagh  Street  
Sydney  NSW  2000  Australia  
 
 

Topic 1: Corporate social responsibility –


identifying the context

This topic covers identifying the context for corporate social responsibility (CSR), which includes
the drivers, benefits and barriers, legislation, regulation, standards and organisational policy and
identification of future opportunities for socially responsible practices.

Introduction
First let’s explore what corporate social responsibility means for an organisation.

Socially responsible practice stems from Corporate Social Responsibility (CSR) concept of
business. It means that a business needs to regulate itself to be socially accountable towards itself,
stakeholders and the public.

The pyramid of CSR shows us that organisations can go beyond their economic (financial)
maximisation obligation and incorporate the social and environmental obligations as part of their
corporate moral responsibility.

An organisation’s moral responsibility is to make moral decisions and take responsibility for its
activities.

Be a good corporate
Desired citizen
by society
Philanthropic
Responsibilities

Ethical Responsibilities

Do what is just and fair.


Avoid harm

Legal Responsibilities
Expected by society

Economic Responsibilities
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Sydney  NSW  2000  Australia  
 
 

Required by society

Required by society
Be profitable
Socially responsible practices can be implemented by developing and
practicing organisational policies and procedures that promote the organisation’s standing on its
ethically and socially acceptable business practices.

Best practices in CSR should be relevant to the organisational context and industry. Some
common best practices are:

• Setting measurable goals

• Engaging with stakeholders

• Developing a sustainability framework

• Transparency of sustainability

• CSR reporting

The following are some of the current approaches used in CSR:

• Philanthropic approach • Augmentative approach

• Community approach • Pooling approach

• Creating a shared value approach • Trident approach.

• Restorative approach

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BSBSUS601 Lead Corporate Social Responsibility
 
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ABN:  74  603  036  102  
T:  02  9268  0085  
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W:  www.ahic.edu.au    
A:  Level  4,  114-­‐120  Castlereagh  Street  
Sydney  NSW  2000  Australia  
 
 
Activity: Research and discuss

Firstly, read the following approaches used in CSR from a financial perspective:
https://corporatefinanceinstitute.com/resources/knowledge/other/corporate-social-
responsibility-csr/
Research two further approaches from the above list.

Consider CSR in relation to one industry and a relevant approach that could be used,
for example health care (you can relate to the current Covid-19 pandemic for example).

Your trainer/assessor will facilitate a discussion after you have completed the activity.

A CSR strategy can help an organisation to determine what activities can be undertaken, the
resources required and planning solutions using a structured framework. It can include
organisational goals, drivers and expected benefits, opportunities and barriers, stakeholder
involvement, approaches and best practices as well as change management techniques. These
are covered in the next few topics.

Activity: Watch

Watch the following video on CSR and read the article.

Video: https://www.gettingtosustainability.com.au/about-sustainability/social-
sustainability/ (09:56)
Write down your key takeaways to reflect on what you have watched.

We will now look at how to identify the context for corporate social responsibility.

Drivers for CSR


Identifying both internal and external drivers and barriers is part of the initial stage of the corporate
social responsibility implementation.
To qualify and quantify the drivers for CSR you need to look at the environment in which an
organisation operates such as its industry, governance, compliance for legislation, competitive
advantage, leadership and culture.

Some of these drivers can include:

• Corporate image

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BSBSUS601 Lead Corporate Social Responsibility
 
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T:  02  9268  0085  
E:  admissions@ahic.edu.au  
W:  www.ahic.edu.au    
A:  Level  4,  114-­‐120  Castlereagh  Street  
Sydney  NSW  2000  Australia  
 
 
• Legislative compliance

• Public relations

• Employee engagement/motivation

• Risk management

• Ethical considerations

• Economic considerations.

The value of these drivers could include better business performance, more engaged customer
experience, employee engagement and attracting top talent, lowering business costs (by reducing
environmental impacts), reputation for sustainability practices, innovative practices. For example:

• Lower costs through sustainable practices such as recycling, procurement, reducing


consumption and environmental impact through energy efficiency.

• Reducing cost of recruitment and selection

• Increase in business performance due to engaged and happy employees

• More business from clients increasing profits

The balance scorecard is a strategic planning and management system that can be used by an
organisation to communicate what they are trying to achieve, align day to day operations,
prioritise products, products and services and measure and monitor progress towards strategic
goals.
It can be used as a holistic approach for an organisation to help develop objectives, measures,
targets and initiatives. This can be in relation to the different perspectives of: financial,
stakeholder, processes and capacity of an organisation.

Organisational goals may relate to:

• economic responsibility

• ethical responsibility

• philanthropic responsibility

• environmental responsibility.

For example, organisational goals may be to offset corporate carbon emissions or reduce the
environmental impact on the planet.

Activity: Read

Read further information about CSR and the balanced scorecard:

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https://open.lib.umn.edu/principlesmanagement/chapter/6-7-integrating-goals-and-
objectives-with-corporate-social-responsibility/

Take any notes to summarise what you have read and keep for future reference.

Benefits and barriers


When developing a CSR strategy, it is important to define some of the current benefits of CSR for
an organisation. This will be dependent on the goals and drivers of the CSR strategy. As an
example, it could include benefits such as:

• Providing the organisation with new and varied opportunities.

• Allowing the organisation to engage with the community at a variety of levels,


increasing brand awareness.

• Facilitating positive business reputation.

• Contributing to increased sales and customer loyalty.

As with any new development of strategy or policy being implemented in an organisation, there will
be some inevitable barriers that will need to be identified and addressed. In relation to CSR this
could be:

• lack of resources • high regulatory standards

• lack of strategic vision • lack of management commitment.

• low willingness of customers to pay for


CSR

Activity: Read

Read the further benefits of CSR for businesses:

https://www.nibusinessinfo.co.uk/content/business-benefits-corporate-social-
responsibility

Read further barriers that can affect CSR implementation:

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A:  Level  4,  114-­‐120  Castlereagh  Street  
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https://planergy.com/blog/corporate-social-responsibility-challenges/

Take any notes to summarise what you have read and keep for future reference.

Legislation, regulations, standards and codes


There are environmental and sustainability legislation, regulations and codes of practice that are
applicable to corporate social sustainability.

The following tables outline some of the key provisions of legislation, covenants, standards and
codes of practice relating to both Australian and international standards that apply to CSR.

Legislation Work Health and • Prohibit discrimination and harassment in the


Safety Act 2011 workplace
The Fair Work Act • Require employers to provide equal
2009 employment opportunities.
Corporations Act • Address the rights to equality and non-
2001 discrimination
Anti-discrimination • Regulate conditions of work (e.g. Occupational
legislation health and safety, terms and conditions of
employment, minimum wage, collective
bargaining, and prohibition of child labour and
forced labour

• Impose liability on corporations for certain acts


such as bribery of foreign officials or complicity
in war crimes or crimes against humanity

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Further federal law relating to sustainability include:

• Environment Protection and Biodiversity Conservation Act 1999.

• Environment Protection and Biodiversity Conservation (EPBC) Act Regulations.

• Waste Avoidance and Resource Recovery Act 2001.

The laws can be quite complex, depending on the type of organisation, size, the industry, sector,
and state that they are located (there are different laws and standards for each state in
Australia).

Covenants International Addresses economic, social and cultural rights


covenant on including property rights
Economic, Social
and Cultural rights

For example, the Environmental Protection Authorities (EPA) partner with business, government
and the community to reduce pollution and waste, protect human health, and prevent
degradation of the environment. Each state and territory has its own EPA.

The NSW EPA encourages businesses to make sure their activities do not harm the environment
and human health by:

• issuing environment protection licences

• requiring strict operating conditions and pollution reduction programs

• monitoring compliance with licence conditions and investigating pollution reports

• ordering the clean-up of pollution

• imposing fines or prosecuting organisations and individuals who break the law.

Activity: Read

Queensland’s environmental regulator:

https://ehp.qld.gov.au/management/planning-guidelines/enforcement.html
Note down as many duties of the Qld EPA mentioned as possible.

Take any notes to summarise what you have read and keep for future reference.

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E:  admissions@ahic.edu.au  
W:  www.ahic.edu.au    
A:  Level  4,  114-­‐120  Castlereagh  Street  
Sydney  NSW  2000  Australia  
 
 
 

Standards Human Rights • Right to liberty and security of person


Standards
• Right to an adequate standard of living

• Right to education, health and other economic,


social and cultural rights

• Right to freedom of thought, conscience and


religion

• Right to freedom of expressions

• Rights of indigenous people

To guide an organisation to uphold corporate sustainability, standards can be used to


demonstrate good environmental, social and economic practices.

Australian and international standards relating to corporate sustainability include:

• ISO14001 Environmental management

• ISO 26000:2010 Guidance on social responsibility

• The AS/NZS 3598:2014 standards

• The triple bottom line of environmental quality, social equity and economic prosperity

• The global standards for sustainability reporting (The GRI Standards)

Activity: Read

Read the following articles on sustainability standards.

The global standards for sustainability reporting:

https://www.globalreporting.org/standards/
Sustainability goals:

https://sdgs.un.org/goals

Take any notes to summarise what you have read and keep for future reference.

Codes of practice Employment services Based on Fair work Act 2009. This code sets out
codes of practice the principles and standards for employment
services to increase participation in economic

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T:  02  9268  0085  
E:  admissions@ahic.edu.au  
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activities in Australia, especially for disadvantaged
people.

Codes of practice The United Nations Sustainable Development


relating to Goals (SDG) codes of practice applying to
sustainability environmentally sustainable practices in the
workplace include:

• Environmental codes of practice for industry


(these change state to state)

• the National Greenhouse and Energy


Reporting Scheme

• the Australian Packaging Covenant voluntary


code of practice.

the Australian Ecolabel Program voluntary code of


practice

Activity: Read

An example of environmental codes of practice (NSW):

https://resourcesandgeoscience.nsw.gov.au/miners-and-explorers/rules-and-
forms/pgf/codes-of-practice2
A list of environmental codes of practice for industry (QLD):

https://www.business.qld.gov.au/running-business/environment/industry-codes

Codes of practices EPA (SA):

https://www.epa.sa.gov.au/page/view_by_id/4010
The following website also has information on compliance:

http://sustainabilityskills.net.au/what-is-sustainability/sustainability-practice/strategy-
and-management/compliance-requirements/

Take any notes to summarise what you have read and keep for future reference.

Understanding the laws, standards and codes of practice can help when developing CSR policies
so that any applicable compliances can be addressed. Organisational policy affecting CSR could
include:

• Sustainability policy

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A:  Level  4,  114-­‐120  Castlereagh  Street  
Sydney  NSW  2000  Australia  
 
 
• Workplace health and safety

• Recruitment and selection

• Codes of ethics and conduct.

Future opportunities for socially responsible practices


If an organisation is implementing CSR, then you will
want to ensure that it is positioned for long-term viability
and success. This will not only mean looking at the
benefits, barriers and compliances but also future
opportunities for socially responsible practices such as:

• Create innovation

• Engage stakeholders in corporate responsibility

• Create drivers for change

• Accelerate the role of technology

• Meet consumer expectations

• Meeting new generation’s expectations.


For example, an organisation may look toward future
expansion and how they will integrate environmentally
friendly buildings, technology or purchasing practices. Image by Ricardo Gomez Angel on Unsplash

CSR trends

Today, businesses are judged on the decisions they make about their treatment of employees
and customers and their impact on social issues. Issues such as diversity, equality, social justice
and climate change become concerns that are incorporated into business strategies and brand
identity as decision-makers attempt to create a positive impact.

In the last few years, corporate social responsibility has become more important as consumers
have started to recognise businesses can have a big impact on the environment and social
issues affecting them. In a world where consumers can easily voice public outrage against
businesses via social media and peer-to-peer platforms, maintaining corporate social
responsibility has become critical to a brand’s success.

(Source: https://online.vu.edu.au/blog/what-is-corporate-social-responsibility)

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E:  admissions@ahic.edu.au  
W:  www.ahic.edu.au    
A:  Level  4,  114-­‐120  Castlereagh  Street  
Sydney  NSW  2000  Australia  
 
 
Activity: Group work

Divide into small groups. Ensure you divide the work equally.
Select one of the following case studies, or choose an organisation that you can
research:
https://www.emg-csr.com/category/best-practices-case-studies/

You will be addressing the current pandemic for Covid-19 and an organisation’s
corporate social responsibility. Relate your responses, where relevant.

1. Write down a summary of the organisation (background, industry, number of


employees, location, type of business, etc).

• Seek feedback from your trainer/assessor that the organisation that you
have chosen is relevant for this activity.

2. Conduct further research on the organisation and the industry so that you can
address the following:

• What would be their drivers for CSR?

• Explain the benefits of CSR for this organisation

• Explain any barriers that could possibly relate to this organisation for CSR

3. What are the applicable legislation, regulations and standards for CSR in
relation to the location and industry of this organisation?
4. Identify four future opportunities for socially responsible practices (you can
relate this to Covid-19 and sustainability).
During all group work ensure that you:

• Divide the work equally.

• Use inclusive and collaborative techniques to cooperate and consult with others

• Prepare information in a professionally structured workplace document, that use


effective written communication and information that suits the audience and
context.

• Submit all work as professionally written documents within the timeframe


allocated. Your trainer/assessor will provide your group with feedback.

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ABN:  74  603  036  102  
T:  02  9268  0085  
E:  admissions@ahic.edu.au  
W:  www.ahic.edu.au    
A:  Level  4,  114-­‐120  Castlereagh  Street  
Sydney  NSW  2000  Australia  
 
 

Topic 2: Corporate social responsibility policy –


establishing a policy

In this topic, we look at the different activities needed to establish a CSR policy for an organisation.
This includes identifying and engaging with key stakeholders to develop CSR objectives and policy,
developing a change management strategy, drafting and incorporating the social responsibility
strategy into organisational systems, procedures and processes and then distributing
documentation on the CSR strategy.

Key stakeholders
The first step in developing a CSR policy is to identify key stakeholders. There can be various
stakeholders associated with a CSR in an organisation. For exampe:

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Senior management

Responsible for determining and implementing CSR policy and practices in the organisation.

Board of directors

They are ultimately responsible the operation of the organisation and the public perception of
the company and its values will be attributed to them.

Employees

Employees will look to join and stay with organisations that align with their values.

Customers

Customers may prefer organisations that are socially responsible. They may also be required
to pay a premium price for the implemented CSR.

Suppliers

Supplier may be required to adhere to the CSR policy (e.g. regarding emissions).

Stakeholder engagement is a key element of CSR and achieving the triple bottom line.

The triple bottom line can be used by organisations to help them move toward a more sustainable
future. The tools help to measure, benchmark, set goals, improve and evolve toward a more
sustainable model.
Three categories make up the triple bottom line
theory, but they are not separate entities. People
Triple Bottom Line works on the assumption that the
corporation is a member of the moral community, and
this gives it social responsibilities. This theory focuses
on sustainability, and requires that any company Prosperity Planet
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BSBSUS601 Lead Corporate Social Responsibility
 
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weigh its actions on three independent scales: economic sustainability, social sustainability,
and environmental sustainability.
(Source: https://philosophia.uncg.edu/phi361-matteson/module-3-social-responsibility-professionalism-and-
loyalty/corporate-social-responsibility-and-the-triple-bottom-line/)

Activity: Read

The triple bottom line explained:

https://www.era-environmental.com/blog/sustainability-management-triple-bottom-
line

Take any notes to summarise what you have read and keep for future reference.

Once you have identified the stakeholders you will need to then engage with them to consult on the
information that you will need to inform the CSR strategy.

Stakeholder engagement can include consultation, generating ideas and options, communicating
information addressing barriers and resolving problems.

The following table highlights some procedures that could be used for maximising engagement in
CSR:

Engagement Strategies and techniques

Consultation • Staff survey

• Customer survey

• Staff suggestion box

Generating ideas • Brainstorming sessions

• Staff suggestion box

• Agenda item at weekly team meetings

• Researching best practice

Communicating • Blogposts
information
• Company intranet

• Email

• Team meetings

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T:  02  9268  0085  
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A:  Level  4,  114-­‐120  Castlereagh  Street  
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Engagement Strategies and techniques

Addressing barriers • Senior management commitment


and resolving
• Communication plan
problems
• Market research

Activity: Read

Read the following wiki article on stakeholder engagement and CSR:

https://en.wikipedia.org/wiki/Stakeholder_engagement

Take any notes to summarise what you have read and keep for future reference.

You will also need to source information that will inform the CSR strategy. The following table
outlines examples of both internal and external sources of information that would be relevant to a
CSR framework including legislation, regulation, standard and codes of practice, organisational
objectives, culture and current policies and practices.

CSR information Information sources

Legislation, codes of practice, • Internet


regulations and standards
• Policies and procedures

• Experienced staff

Organisational objectives • Strategic Plan

• Company information sheet

• Vision statement

Organisational culture • Staff survey

• Client survey

• Company values

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T:  02  9268  0085  
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A:  Level  4,  114-­‐120  Castlereagh  Street  
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CSR information Information sources

Current CSR policies • Company intranet

• CSR policy and procedures

• Recruitment and onboarding policies and procedures

Current CSR practices • CSR Policy and Procedures

• Interview with executive management

Change management
As part of a CSR strategy, you will need to develop change management provisions to address
barriers, challenges, create effective communication and to engage all stakeholders in a shared
vision and ownership to attain the organisational CSR goals and objectives. Change may occur
within organisational policies, procedures, processes, systems and organisational structure.

The best approach is to create a change management plan that includes:

• The purpose and reasons for the • The stakeholders involved in the change
changes taking place
• Expected benefits
• The scope of the change (who it will
• Milestones that will be achieved
affect, the impacts on policies,
processes, procedures, job roles and • A communication plan
structure)
• Associated policies and procedures.
The following change management techniques may be used by an organisation to ensure that CSR
strategies are successful adopted into the organisation’s systems, processes and procedures:

• Using frequent and open communication, consultation and engagement strategies

• Training education, distribution of information and team meetings

• Supporting middle managers to implement practices

• Seeking input from a variety of stakeholders

• Use detailed project planning.

Activity: Watch

Watch the following embedded video on the main principles for change
management.

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A:  Level  4,  114-­‐120  Castlereagh  Street  
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Video: https://www.strategy-business.com/article/rr00006 (04:50)

Write down your key takeaways to reflect on what you have watched.

Activity: Read

Read the following article on CSR and change management:


https://hbr.org/2019/01/how-csr-managers-can-inspire-other-leaders-to-act-on-
sustainability

Take any notes to summarise what you have read and keep for future reference.

Activity: Group work

Divide into your project groups.

Brainstorm and discuss the following:

• How Covid-19 changes will affect an organisation’s culture, policies, procedures


and the way in which it operates.

• You can relate this to your chosen case study organisation.

Make a note of the outcomes from the discussions and then share with your
trainer/assessor in a group facilitated discussion.

Incorporating a social responsibility strategy

Image by Tyler Casey on Unsplash

As discussed in the previous topics, the strategy that an organisation chooses to implement must
relate to, or consider:

• the context for CSR • the organisational goals

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• CSR drivers • stakeholders

• expected benefits • best practices

• opportunities • change management techniques.

• barriers
The way a social responsibility strategy is incorporated into organisational systems, procedures
and processes can define how successful CSR will be implemented.
By providing a strategy that addresses all aspects of an organisation’s operations, CSR can be
clearly defined, planned and communicated.

Broadly, an organisation can incorporate social responsibility by:

Including in organisational
values

Develop over time with


Draw on skills and
effective change
resources available
management

CSR
Focus on lowering
Creating suitable initiatives
organisational
and projects
environmental impact

Target talent

For example:

• Using organisational values to create a socially responsible culture, such as health and
wellbeing, training and education, diversity and inclusivity.

o this could be by changing policies and procedures to include flexible working hours,
parenting payments, working from home options or recruitment and selection procedures
to be more diverse and inclusive.

• Create projects that will be implemented by researching projects directly related to CSR.

o creating eco-friendly workspaces

o initiatives to be waste free, plastic free

o promoting car-pooling or cycle to work initiatives

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T:  02  9268  0085  
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• Encouraging the younger generation to support and shape policies related to CSR.

• Modifying or developing new policies and procedures to incorporate CSR activities and
initiatives, for example changing procurement policies to include buying sustainable products
and using environmentally aware suppliers or procedures for saving energy in work practices.

Activity: Read

Read through what Woolworths Group are doing in 202 with their corporate
responsibility strategy:

http://crs.woolworthsgroup.com.au
Take any notes to summarise what you have read and keep for future reference.

Activity: Research and discuss

Find one company that has failed in their corporate responsibility strategy (you can
find these by searching online).

Write down the name of the organisation, a brief summary of its business and then
outline why the CSR failed.

What should have the organisation done to avoid this from happening?

Discuss your findings and formulate into a summary that can be presented in a
discussion facilitated by your trainer/assessor.

Distributing documentation
Within the corporate social responsibility strategy, there will be a number of documents relating to
policies, procedures, systems, compliance, regulations, best practice standards and initiatives. The
following are some examples of typical documentation that could be distributed to stakeholders,
external bodies or to publicise the strategy:

• The CSR strategy

• Corporate governance, such as value statements, mission statements, codes of conduct

• Communication plans, change management plans

• Sustainability, Workplace Health and Safety, Recruitment and selection policies, procedures,
and practices

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T:  02  9268  0085  
E:  admissions@ahic.edu.au  
W:  www.ahic.edu.au    
A:  Level  4,  114-­‐120  Castlereagh  Street  
Sydney  NSW  2000  Australia  
 
 
• Financial reports

• Codes of conduct and ethics

• Corporate practices, programs and initiatives for CSR activities

• Guides, information, webcasts, podcasts or induction manuals

• CSR reports.

The distribution of documents may be via the organisation’s intranet, document management
systems, direct email, through workshops, inductions, training and development, meetings and
presentations or through a relevant and appropriate communication channel and platform
depending on who needs the information.

Activity: Read

Read the following article to help your understanding the CSR Report:

https://www.globalgiving.org/learn/csr-report/
Take any notes to summarise what you have read and keep for future reference.

Activity: Group work

Divide back into your groups and review the previous activity undertaken and any
feedback received.
You are required to integrate four CSR practices into policies and procedures for
goals relating to Covid-19 and sustainability in the workplace.
Who would be the key stakeholders for CSR?

Work with your team to develop CSR objectives that would align with the
organisational goals.

What CSR practices could be integrated into policies and procedures?

Using a spreadsheet, demonstrate how an organisation can reduce their energy bill
over a year, in relation to electricity used for computers and devices, air conditioning,
kitchen equipment, office equipment, heating and lighting. Show an analysis of data
and present in a graphical format that can be clearly understood by key decision
makers. The purpose will be to show current electricity usage and how this can be
reduced over time. You will need to research how to calculate electricity and
forecast savings.

Submit all work as professionally written documents within the timeframe allocated.

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W:  www.ahic.edu.au    
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Your trainer/assessor will provide your group with feedback.

Topic 3: Monitoring and evaluating the


effectiveness of corporate social responsibility

In this final topic, we cover monitoring and evaluating the effectiveness of CSR which includes
conducting a review of CSR integration, evaluating CSR against organisational sustainability
objectives and recommending improvements to CSR policy and practices.

Reviewing integration of CSR


A good place to start in evaluating the effectiveness of CSR is
to conduct a review of the success of its integration within the
organisation.

A review can include looking at collected performance data,


metrics and benchmarks during monitoring, or feedback from
relevant stakeholders.

Monitoring activities take place during the implementation of a


CSR strategy, while evaluation takes place after the it has
been implemented.    

Setting up a monitoring and evaluation framework can support


assessing how effective the project has been implemented, to
what extent it has achieved the expected outcomes, challenges
faced and any mitigation needed.
Image by Jon Tyson on Unsplash

The framework should broadly contain the following:

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• Using key performance
• Clear goals and • Data to be tracked
indicators and benchmarks to
objectives and measured
measure performance

• How both qualitative


• Verifying data is authentic, • Data collection tools
and quantitative data
accurate, relevant, timely and techniques to be
will be analysed and
and complete used
reported

• Assignment of roles • How information on the evaluation will be


and responsibilities reported to stakeholders

The measures used to track performance and evaluate success should be identified in the
framework so that lessons learned and recommendations for improvements can be made after the
review. Some areas to measure could be:

• revenue/profit

• reputation

• recruitment selection and retention

• business relationships

• community impact

• sustainability/environmental performance

• stakeholder satisfaction.

For CSR monitoring, an organisation would need to identify specific objectives so that these can be
evaluated against metrics that will demonstrate either the success or failure of a CSR strategy.
Every area and strategy will contain different measures of success. Some of these could be:

• using benchmarks against high performance companies implementing CSR

• measuring CSR initiatives

• using key performance indicators and metrics

• using industry standards

• digital media data analytics

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• obtaining feedback

• seeking recognition for best practice.


Measures should be SMART (Specific, Measurable, Achievable, Reliable and Time-bound).

For example:

A KPI used to measure recruitment and selection and retention could be:

By 2023 we will have decreased staff turnover by 20%.

A KPI used to measure environmental performance could be:

A 15% reduction in energy and utility bills over the next six months.

A benchmark could be to qualify or win a sustainability best practice award for CSR

Survey to stakeholders requesting feedback on policies and procedures.

A review of organisational sustainability objectives against outcomes and results

At the top level, these measures will allow an organisation to make improvements, focus on
programs that need the most support, build upon the effectiveness of the CSR initiatives being
implemented and identify where improvements are needed.

The reviews conducted must be with the relevant people involved in the project, such as key
decision makers, users of the system, senior management, project managers, admin staff.

Activity: Read

Read the following article on benchmarking:

https://www.nibusinessinfo.co.uk/content/measure-performance-and-set-targets

Take any notes to summarise what you have read and keep for future reference.

Recommending improvements
Through continual monitoring and evaluating CSR activities and how it has been integrated within
the organisation, you can identify successes, challenges, barriers, opportunities, and
improvements.
The information collected from the review and evaluation process should identify what changes are
needed to policies and practices to improve the social responsibility being integrated. For example,
a review may show that outcomes and results are not meeting expected targets, so these need to
be addressed and improvements recommended.

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W:  www.ahic.edu.au    
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Continuous improvement is a method that can be used to ensure that the organisation isn’t
approaching CSR as a one-off event. There can be constant change, new trends, expansion,
external environmental effects and market developments that encompasses a dynamic learning
process.
The Plan Do Check Act cycle (PDCA), is a systematic way to implement continuous improvement
within an organisation. The standard steps within the PDCA model are as follows:

• Plan: Establish objectives and processes required to deliver the desired results.

• Do: Implement the process developed.

• Check: Monitor and evaluate the implemented process by testing the results against the
predetermined objectives

• Act: Apply actions necessary for improvement if the results require changes.

The improvements recommended could be to address barriers, resistance to meet social


responsibility practices, addressing gaps due to change, development of new policies or practices,
training and education, or making modifications to policy and practices that have not been effective.

Activity: Read

Read the following article on evaluating the effectiveness of CSR:


https://artemis.im/evaluate-your-csr-program-effectively/

Take any notes to summarise what you have read and keep for future reference.

Activity: Group work

Divide back into your groups and review the previous activity undertaken and any
feedback received.

Discuss how you could review the integration of CSR for the organisation.

How well do you think the organisation met their sustainability objectives?

What improvements could you recommend for the organisation to CSR policy and
practices based on the information you have researched?

Submit all work as professionally written documents within the timeframe allocated.
Your trainer/assessor will provide your group with feedback.

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