A Business Classification Scheme as a tool for change at the Brotherhood of St Laurence

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    This paper is a draft. Please contact the author before quoting from this paper.

    A Business Classification Scheme as a tool for change at the Brotherhood of St Laurence

    Nonprofit organisation the Brotherhood of St Laurence (BSL) entered uncharted waters when its new

    and first ever Records Manager this year took it down the road of a Business Classification Scheme

    (BCS), starting with the DIRKS methodology. This article chronicles the progress of the project to date, as

    BSL strives to balance its service needs with its records management priorities, and as the Brotherhood

    discovered some unexpected project outcomes.

    BY LEISA GIBBONS

    The Brotherhood of St Laurence was founded by Father Gerard Kennedy Tucker as a religious order of

    the Anglican Church on the 8th December 1930, in a parish church in Adamstown, Newcastle. In 1933,

    the Brotherhood moved to Melbourne, eventually establishing its headquarters in the inner city suburb

    of Fitzroy, where it currently still operates. The BSL vision is to work towards, An Australia free of

    poverty.

    The organisation is incorporated under the Brotherhood of St Laurence (Incorporation) Act 1971 of the

    Victorian Parliament, which sets out a constitution for it. Current services provided by the Brotherhood

    include: job training and placement programmes; care for the elderly and people with disabilities; early

    childhood development programmes; and support services for newly arrived refugees and migrants.

    These services are delivered over a large physical area, from Craigieburn in Melbournes north, through

    inner Melbourne and down to Frankston on the Mornington Peninsula. Over the last 10 to 15 years, the

    BSL has grown rapidly and currently administers multiple sites with a current workforce of over 600employees and 1200 volunteers. With rapid growth came increased professionalisation, and to this end

    the organisation has highlighted the strategic value of knowledge generation and retention.

    In May 2008 the BSL appointed a Knowledge Manager, who sits in the Research and Policy division and

    manages the BSL Information Centre, which includes the library and, since March 2009, the very first BSL

    Records Manager. The primary objective of the new appointment was the establishment of an

    organisation-wide records management function which would rid the BSL of its heavy burden of paper

    records.

    It was agreed that creation and implementation of a BSL Retention & Disposal Schedule was top priority.

    As a result, a DIRKS project was initiated and ran from mid April to the end of July, 2009, with the aim of

    creating a Business Classification Scheme (BSC) to inform the construction of a Retention & Disposal

    Schedule. DIRKS steps A, B, C and E were undertaken to collect relevant data from historical

    documentary sources, and from surveys and interviews with current staff.

    The investigation into the nature and culture of the BSL found that it is an organisation where

    innovation is combined with a passion for client service. At any one time there are many ideas in

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    development, and in implementation at various stages, as well as those that are in the process of

    becoming part of the organisational memory. The current organisational structure includes governance

    in the form of the Board of Directors and charter and life members, as well as board-appointed

    committees to oversee various operational areas. In addition, there are eight service activities which are

    generally called divisions. (See Fig. 1)

    Investigation on the client-focused business areas funded directly by external entities, such as those

    found in Community Services, Social Enterprises and Research & Policy, revealed that the range of

    business activities, as well as the relationships developed and business requirements are very diverse.

    Stakeholders in programmes include various federal and state government agencies, as well as local

    government and private enterprise. It was also found that the nature of constant tendering for

    Government or other programme funding contributed to the reasonably constant rollover of

    programmes and projects.

    Information collected from the surveys of relevant staff also revealed a heavy work practice in the

    establishment and maintenance of relations with people external to the organisation, supporting the

    analysis that external relationships influence business activities. The five top activities performed by

    employees were: reports (90%), information requests (90%), procedures (86.7%), external relationships

    (83.3%) and meetings (80%). Furthermore, a majority of individual job activities involve: support,

    organisation, management, sourcing and strategy. Historically, the organisation has always been active

    in generating new ideas and advocating empowerment and transformation. An investigation into

    historical activities concluded that most functions of the organisation were established within the first

    20 years of it existence and have remained consistent over time. (See Fig. 2)

    The investigation into types of records being created and managed revealed, significantly, that the two

    primary types of records created at the Brotherhood are client files and correspondence. However,

    there are also considerable recordkeeping processes around audit and compliance, as well as project

    work, strategy, agreements, research and evaluation. Overall, the DIRKS analysis provided evidence that

    individual work units are heavily influenced by relationships with external authorities which contributes

    to perceptions of independence and isolation. Reasons for this come from the numerous funding

    providers structuring service delivery models, which in effect promote autonomous governance and

    expertise.

    Finally, this analysis also revealed the significance that advocacy and strategy has on the Brotherhood

    and that advocacy activities are found within the current practices of Communications & Development,

    Community Services, Research and Policy, as well as in Governance, including the vision of the

    organisation. The identity of the organisation is strongly tied to its history of advocacy, and much

    emphasis is placed on finding innovative services to those clients most in need.

    The primary challenge in creating the BSC was the long history of interchanging the words programme,

    service and project to mean very similar activities. Clarification of these terms in respect of financial

    support has meant that service is often a conceptual collection of activities. For example, Family

    Services. Project is now defined as an activity that contributes to the development of programmes.

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