BraveGen CSR provides the ability to record Community Investment (CI) related activity and projects and gauge the effect and success that these projects and activity have on your business and the community.
On this page
- About Community Investment (CI) Projects and Activity
- Recording CI Related Activity
- Importing CI Related Activity
- Project and Activity Reports
Companies are becoming increasingly involved in the community through a range of different methods. These methods include cash contributions, in-kind support and charitable gifts to name a few. There are several models available for businesses to evaluate, measure and report on this activity, which is commonly referred to as Corporate Community Involvement (CCI) or Corporate Community Investment (CCI). These models are intended to improve understanding of the effects this activity has on both the business and the recipient of the contributions.
BraveGen CSR provides tools to record, manage and report this information in a way that can be adopted to familiar models like The London Benchmarking Group (LBG) model.
Community Investment (CI) Projects and Activity
BraveGen CSR provides tools for managing simple CI related "activity" such as one-off cash donations as well as more complex and involved "projects" that may involve different kinds of contributions (e.g. in-kind support and other resources) and an ongoing commitment between the business and community organisation or project.
BraveGen CSR provides a common set of data elements for measuring the inputs and outputs of both "activities" and "projects". These include:
All CI related activity begins as a "CI Activity" recorded in the Community Investment page in BraveGen CSR (refer to the section below on Recording CI Related Activity).
Community Investment (CI) Projects
Once the CI Activity is in the system it can be promoted to a CI Project by clicking the "Is a Project" checkbox in the CI Activity grid. A CI Activity item in the grid would be promoted to a CI Project when you require more information to be stored about that project. This could include
|Locate your CI Activity||
To locate your CI Activity in BraveGen CSR first navigate to the Community Investment page.
On the main menu go to Sustainability > Social > Community Investment. Click the "View CI Activity..." button. This displays the CI Activity Grid
You can navigate the grid using the scroll bars and use the sorting, filtering, grouping and exporting features common to all the data grids in BraveGen CSR. (The export buttons are located in the bottom right corner of the grid. You may need to scroll to find them)
|Creating a new CI Activity||
To record a CI Activity in BraveGen CSR click the "Add a CI Activity..." button at the bottom of the CI Activity Grid.
Fill in the form that appears in the grid. Below is a description of what each field is about (These descriptions also appear when hovering your mouse over the column headers):
Click the "Insert" link to save your new CI Activity or the "Cancel" link to cancel you changes.
|Editing CI Activity||Editing an existing CI Activity can be done by clicking the pencil icon beside the item you wish to edit. The same form as above opens. Make your changes and click the tick button to save your updates.
Please note: If you are using the Inventory Locked Date then any CI Activity prior to the Inventory Locked Date will be highlighted in red. Editing of these items may raise a change request.
|The CI Activity Template||
You can import large amounts of CI Activity using an Excel template. For detailed instructions on how to do this please refer to the CI Activity section of the Data Template Manager page.
|CI Activity Report in the Report Centre||
To locate the Community Investment Activity report click Reports on the main menu. Then click on the Community Investment Activity link under the Community Investment Activity Reports section.
Use the date picker boxes and click the "Update" button to display the report. You can change the date range at any time and click the "Update" button to refresh the report.
A Quick Tour of the Community Investment Activity Report
1) Click the link for help on this report. 2) At any time use the date picker and range boxes to set the desired date range and click "Update" to generate the report. 3) The report shows 4 separate pie charts for the Why, How, What and Where of CI Activity. 4) The pie chart legend includes the value of each segment. Clicking on an item in the legend will select and highlight the appropriate segment in the pie. 5) Hover your mouse over a pie segment to view more information about that segment. Clicking the segment will select it. 6) The total contribution made for the selected date period. 7) Historic CI Activity year on year since your base year. The data in this table is not affected by your chosen date period.
|CI Activity Report on the Organisation Page||
The above report is also available on the Reports tab of the Organisation Page for your convenience. However, as with the other reports available on that page, the date period is determined by whatever date period is set in the Dashboard tab.
Therefore, to change the date period, click on the Dashboard tab, change the date period, click on the Reports tab and re-run the CI Activity report.
In the next update of the CI Activity features we will be enabling statistics to be incorporated in to the CI Activity reports for both the current and historic CI Activity data.
|Community Investment Matchmaking||
In the next stage of development of CI Projects businesses will have the choice of publishing their CI Projects in FoundationCommunity™.
The business can then vet the matched organisations anonymously before making contact. If the business and community organisation decide to engage they can define a set of project goals and success factors in FoundationCommunity™. As the relationship/project develops these goals and success factors are measured and ultimately reported on allowing the business (and community organisation) to determine who the most successful engagements were with.