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KAIKORERO 11 – 12 July 2016 Holiday Inn, Mangere, Auckland Airport

KAIKORERO - Amazon S3...If I dream, I dream alone. If we dream together we will achieve. Naa Princess Te Puea Herangi – 4 – – 5 – Lewis Kereopa Ratapu Rongomaiwahine, Ngāti

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Page 1: KAIKORERO - Amazon S3...If I dream, I dream alone. If we dream together we will achieve. Naa Princess Te Puea Herangi – 4 – – 5 – Lewis Kereopa Ratapu Rongomaiwahine, Ngāti

KAIKORERO11 – 12 July 2016 Holiday Inn, Mangere, Auckland Airport

Page 2: KAIKORERO - Amazon S3...If I dream, I dream alone. If we dream together we will achieve. Naa Princess Te Puea Herangi – 4 – – 5 – Lewis Kereopa Ratapu Rongomaiwahine, Ngāti

DAY ONE

Page 3: KAIKORERO - Amazon S3...If I dream, I dream alone. If we dream together we will achieve. Naa Princess Te Puea Herangi – 4 – – 5 – Lewis Kereopa Ratapu Rongomaiwahine, Ngāti

11–12 July 2016 Holiday Inn, Mangere, AucklandOur Pou

– 1 –

Dame Tariana Turia

Ngāti Apa, Ngā Wairiki, Ngā Rauru, Ngāti Tūwharetoa, Whanganui

Pou, Te Pou Matakana

Dame Tariana Turia is widely regarded as the “Whaea”, or ‘mother’, of Whānau Ora and was

responsible for introducing it as a government policy for helping families in 2010. Dame Tariana is

also the former Minister responsible for Whānau Ora.

Dame Tariana has held several ministerial portfolios including Disability Issues, the Community and

Voluntary Sector, as well as further Associate Ministerial responsibilities including Health, Housing,

Social Development, Tertiary Education, Skills and Employment.

Through her work as a Minister and MP, she was able to significantly and positively affect the lives of

countless others. She established the first Community and Voluntary Sector office, introduced the

Treaty of Waitangi clause into the Health and Disability Act, and promoted the uptake of cultural

competency as a basic standard right across the health sector. Her contributions towards the

prevention of rheumatic fever and wide-ranging tobacco reform have seen her highly acclaimed on

the international stage.

Emeritus Professor Sir Mason Durie

Rangitāne, Ngāti Kauwhata, Ngāti Raukawa

Pou, Te Pou Matakana

Emeritus Professor Sir Mason Durie is one of New Zealand’s most highly respected academics. His

research on whānau development provided an important platform for Whānau Ora. He worked

closely with Dame Tariana Turia to develop the Whānau Ora approach and was the founding Chair of

the original Whānau Ora Taskforce in 2008. He was also a member of the working group that was set

up to oversee the initial implementation of Whānau Ora.

Sir Mason grew up in Feilding, attended Te Aute College in Hawke’s Bay, graduated from the

University of Otago with a Bachelor of Medicine and Bachelor of Surgery in 1963. He has a

postgraduate Diploma in Psychiatry from McGill University – Canada, and was subsequently

appointed Director of Psychiatry at Palmerston North Hospital. He was also a member of the Royal

Commission on Social Policy from 1986-1988.

In 1988 he was appointed to the Chair in Māori Studies at Massey University, where he graduated as

a Doctor of Literature in 2003. He has been a Fellow of the Royal Society of New Zealand since 1995

and a Companion of the New Zealand Order of Merit since 2001. In 2008, Otago University awarded

him an Honorary Doctor of Laws degree. Prior to retirement in 2012, he was Professor of Māori

Research and Development and Deputy Vice-Chancellor at Massey University. He was appointed

Professor Emeritus in 2013.

His extensive publications continue to be widely quoted within New Zealand and internationally,

especially in connection with indigenous health advancement. In 2010 he was knighted for services

to public health and especially Māori health.

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– 2 – – 3 –

11–12 July 2016 Holiday Inn, Mangere, AucklandMC Profiles

Dale Husband

Ngāti Maru

Broadcaster

A key member of the Waatea News team, veteran broadcaster Dale Husband is one of the leading

Māori radio announcers in the country. He is the ‘Te Wāhanga Parakuihi’ host for Radio Waatea, with a

daily 3-hour breakfast show keeping listeners in touch with Māori affairs including up-to-the-minute

news and thought provoking interviews. Dale is a leading sports commentator for Sky Television’s

coverage of the Auckland Warriors and also Māori Television’s english medium sports commentaries.

As a member of the 70’s Māori vocal quartet The Family Affair he won major awards from the Variety

Club of Australia. In the early 80’s, Dale returned home and was drawn to broadcasting. He is a

much sought after MC, and his broadcasting style, honed through his years of working on Radio

Aotearoa and the Mana Māori Media network, has seen Dale become one of the most interesting and

informative interviewers on the national airwaves.

Rawiri W Waititi

Te Whānau-a-Apanui

Whānau Ora Manager, Te Rūnanga o Te Whānau a Apanui

A strong advocate for Māori development across all sectors, Rawiri Waititi has worked extensively

in education, social services and the health sector. He has a comprehensive range of experience in

libraries and archives and has also acted as an advisor to the Hillary Commission. From time to time

he works as a Cultural Consultant for Te Whānau o Waipareira Trust, and has also been a funding

advisor for Creative New Zealand.

He has significant experience at the governance level in both Māori and mainstream organisations,

throughout the public and private sectors. He is a strong advocate for Māori issues at a national level,

and recently entered politics as a candidate for the New Zealand Labour Party in the 2014 general

election.

He is the Whānau Ora Manager at Te Runanga o Te Whānau a Apanui, a current performer for Te

Kapahaka o Te Whānau a Apanui, the 2015 National Champions, and is an active member of the

Ringatu Church.

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– 2 –

11–12 July 2016 Holiday Inn, Auckland AirportConference Convenors

– 3 –

Merepeka Raukawa-Tait

Te Arawa

Chair, Te Pou Matakana Board

Merepeka Raukawa-Tait is a high profile member of the Rotorua community who is currently an

elected member of both the Rotorua Lakes Council and the Lakes District Health Board. She has a

long and distinguished history of public service, having previously sat on the Bay of Plenty Regional

Council, served as CEO of the West Auckland Hospice and rose to national prominence as the

outspoken former CEO of Women’s Refuge. In this role she was a tireless advocate for the rights of

women and children and also a leading voice in the campaign to understand and prevent family

violence.

Merepeka holds an MBA in International Management and spent many years living and working

in Switzerland prior to returning to New Zealand in the 80’s. She has a wealth of experience in the

fields of business, management & politics, and is constantly in demand as a commentator and guest

panellist, particularly around issues to do with Māori, health & welfare and social justice.

A sought after motivational speaker, mentor and consultant, Merepeka is the author of a long

running and highly regarded newspaper column as well as serving as a board member and advisor

to several not-for-profit organisations. She is passionate about encouraging and advancing the

aspirations of Māori.

Hon. John Tamihere

Ngāti Porou ki Hauraki, Whakatōhea

Chief Executive, Te Pou Matakana

John graduated with both arts and law degrees from the University of Auckland, and was the first

person in his whānau to attend university. He subsequently worked as a lawyer, spending time with

the Department of Māori Affairs and the Māori Land Court. He went on to become the CEO of West

Auckland Urban Māori organisation Te Whānau o Waipareira before entering Parliament in 1999 as

part of the Fifth Labour Government. Immediately upon entering parliament, he became Chairman

of the Māori Affairs Select Committee, and after winning the newly created seat of Tāmaki Makaurau

at the 2002 General Election he was elevated to Cabinet.

John returned to lead Te Whānau o Waipareira in 2007 when it was on the verge of financial collapse

due to mismanagement. He fully rebuilt the organisation from the ground up and today Te Whānau

o Waipareira is the largest multi-sector NGO in the not-for-profit sector in New Zealand.

John is a member of the Independent Māori Statutory Board, providing leadership and advice to

Auckland Council on issues of Māori interest, and also the Waitakere Licensing Trust, who distribute

$12 million per year of community funding. He is a founding member of the National Urban

Māori Authority (NUMA) and was recently appointed to the Board of Māori TV. John also holds

the distinction of being the only known person to have been declared ‘New Zealander of the Year

(North & South Magazine), ‘Person of the Year’ (Sunday Star Times) as well as ‘Man of the Year’ (Metro

Magazine).

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– 4 – – 5 –

Presenter Profiles 11–12 July 2016 Holiday Inn, Mangere, Auckland

Tureiti, Lady Moxon

Ngāti Pāhauwera, Ngāti Kahungunu

Managing Director, Te Kohao Health Ltd

Tureiti is of Ngāti Pāhauwera, Ngāti Kahungunu and Kāi Tahu descent. She is the Managing Director

of Te Kohao Health Ltd., a non-profit charitable company focused on the provision of health, social,

education and justice services. She was also the CEO of Toiora Primary Health Organisation Coalition

until it merged with the National Hauora Coalition in 2012.

She comes from a legal background and currently serves on a number of Boards, including the

National Urban Māori Authority, Te Runanga o Kirikiriroa, Kirikiriroa Family Services Trust, Waikato

DHB Iwi Māori Council, Ngāti Pāhauwera Development Trust, the Social Security Appeals Authority

and the Early Education Management Taskforce.

‘Implementing Outcomes – What works for us’

A vision should always be the starting point for what an organisation, or in this case a Whānau Ora

Collective, wants to achieve. This vision should be clear, precise and inspirational. The organisation’s

mission, values, goals, objectives and outcomes all derive from this vision. Outcomes can only be achieved

if there is a clear framework that supports and assists whānau to get to where they want to go.

It’s all about connecting the dots between ngā moemoea (dreams) of the whānau/family and what they

want to achieve for themselves. From there it is about linking our whānau with the Kaiarahi (Navigators),

Partners, Collective Impact and Whānau Direct resources that will enable them to achieve their desired

outcomes. It is the Kaiārahi who inspire whānau to keep going when they think all is lost. It is the Partners

who create opportunities for whānau in their communities. It is the strength of the Whānau Ora Collective

who work in unison towards one common objective; bringing about change for whānau. Lastly, there are

the Whānau Direct resources which help to make the journey towards achieving ngā moemoea realisable

for whānau.

How do we know that we are making a difference for whānau? This is the digital age of evidence based

accountability, and as such a robust client management system is a must when capturing the progress

and achievements of whānau. Measuring what we do has to be what matters.

"Mehemea ka moemoea ahau, ko au anake.

Mehemea ka moemoea tātou, ka taea e tātou".

If I dream, I dream alone. If we dream together we will achieve.

Naa Princess Te Puea Herangi

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– 4 – – 5 –

Lewis Kereopa Ratapu

Rongomaiwahine, Ngāti Kahungunu

General Manager Business Growth and Design, Te Taiwhenua o Heretaunga

Kō Pukekaroro te maunga

Kō Te Atihau te marae

Kō Ngāti Hikairo te hapū

Kō Rongomaiwahine, kō Ngāti Kahungunu ngā iwi

Kō Kurahaupō, kō Tākitimu ngā waka

Lewis is the General Manager Business Growth and Design at Te Taiwhenua o Heretaunga, having

held previous roles within the organisation as General Manager Whānau Ora, General Manager Social

Services and Education, and Practice Manager GP and Dental Services. He has also held management

and governance roles at the Hawkes Bay District Health Board, Hawkes Bay Primary Health

Organisation and the National Health and Disability Advocacy Service. Lewis has a professional

interest in organisational development and quality systems design. His passions are te reo Māori,

marae and hapu development, rugby league, diving and spearfishing. When Lewis is not at work or

in the water he lives in Napier with his wife, Elia, and their 5 children.

‘Taking the Plunge in Outcomes Measurement’ Ko te Amorangi ki Mua

Te Taiwhenua o Heretaunga is a Māori iwi organisation made up of marae from the district and

forms one of six Taiwhenua that cover the rohe of Ngāti Kahungunu. From its humble beginnings

in the tractor shed at Waipatu Marae the organisation has grown into the largest provider of health,

education and social services in the region celebrating 30 years of business earlier this year. The

organisation holds 66 contracts with 19 funding agencies, employing over 200 staff to deliver

32 services to an active register of over 10,000 clients and whānau, from Wairoa in the north to

Wairarapa in the south.

Like a lot of Maori organisations, Te Taiwhenua o Heretaunga has built its success on delivering

government contracts, which has often meant that whānau have to fit a multitude of criteria that

fails to address all of their needs together. Resources have been locked into these contract silos

inhibiting these from being fully utilized together more effectively and efficiently to achieve better

outcomes for whānau.

Matariki Ora is the organisations transformation programme initiated through Whānau Ora in 2012.

Matariki signifies a time of seasonal change and tribal action to prepare for the forthcoming seasons.

This presentation will cover the organisations’ transformation journey so far, touching on past and

current challenges to becoming a whānau led organisation. A particular focus will be on preparing

the organisation to respond to measurement through integrating new technologies and sciences

with traditional values and practices to create new organisational paradigms fit for change.

Ko te amorangi ki mua, ko te hāpai o ki muri te tūturutanga mahi pono o te Māori mana motuhake

With spirit and purpose to the fore, true achievement will follow in a uniquely Māori way

Presenter Profiles 11–12 July 2016 Holiday Inn, Mangere, Auckland

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– 6 –

Jeremy Nicholls

United Kingdom

Chief Executive of Social Value International and Social Value UK

Jeremy is the Chief Executive of Social Value International and Social Value UK. These organisations

are vital membership networks for those interested in measuring, managing and accounting for their

social value, united by a common vision of changing the way the world accounts for value.

He is also a director of the FRC Group (a social business based in Liverpool), a member of the IRIS

advisory committee, a contributor to the Social Stock Exchange admissions panel, on the ICAEW

Assurance Panel, and a member of the Social Impact Measurement Sub-group of GECES for the

European Union.

Jeremy is a regular speaker and writer on social value including ‘There is no business like Social

Business’ with Liam Black, a number of SROI guides including the ‘Guide to SROI’ and a column for

Pioneers Post.

‘Social Value Matters – Impact Measurement in the Hotseat’

“We need the same relentless pursuit of social value as private business pursues financial value,” argues

Jeremy

More and more organisations are starting to think about impact as something to manage rather than

something to measure. This is good news as it shows that we are making progress towards enough

agreement about how to measure for us to move from how to why, to move from ‘prove’ to ‘improve’.

Good but not yet good enough.

Simply aiming to improve year on year isn’t good enough if the starting point is a long way from

what could be achieved. There is a world of difference between managers looking at the results

of their impact measurement and considering improvements, and boards asking whether the

organisation has created as much value as it can with the resources it has.

It means that organisations have to be actively considering alternative ways of delivering services

and alternative services.

It means adapting the thinking process so it is much less about ‘evaluation to prove’ and much more

about constantly trying to create more value for those we are working for, and thinking about the

viability of different offers for different sections of people we work with.

If this all sounds similar to private sector approaches to creating financial value that’s because it is.

We need the same relentless pursuit of social value as private business pursues financial value.

The presentation will explore further the culture organisations need to embed in order to maximise

value, not just report on how much value has been created. It will focus on how the Principles of

Social Value address the issues and questions that need to be answered to help boards asking the

question, “could we have created more value with the resources we had available?”

Presenter Profiles 11–12 July 2016 Holiday Inn, Mangere, Auckland

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– 6 – – 7 –

Hon. Te Ururoa Flavell

Ngāti Rangiwewehi, Te Arawa, Ngāpuhi

Minister of Māori Development, Minister for Whānau Ora

Te Ururoa was raised in Rotorua and continues to live in his whānau homestead in Ngongotaha. He

has been married for more than 25 years to Erana Hond-Flavell and is a proud family man, with five

tamariki and two mokopuna.

He holds a Bachelor of Arts (Māori Studies and Anthropology) from the University of Auckland, a

Master of Arts (Māori) from Waikato University and is a former student of Te Panekiretanga o Te Reo

(Institute of Excellence in the Māori Language). Trained as a teacher, Te Ururoa taught for many

years at both secondary and tertiary levels. He has also held leadership roles in education as a school

principal, CEO at a whare wānanga and a consultant to various government agencies.

Te Ururoa Flavell was first elected to Parliament as a Māori Party MP for the Waiariki electorate on 17

September 2005. He was successfully re-elected as the local MP in 2008, 2011 and 2014. In July 2013,

he became the Co-Leader of the Māori Party.

After the 2014 General Election and the signing of Te Tatau ki te Paerangi, a Relationship Accord

with the National Party, Te Ururoa Flavell was appointed Minister for Māori Development (Te Minita

Whanaketanga Māori), Minister for Whānau Ora (Te Minita Whānau Ora) and the Associate Minister

for Economic Development (Te Minita Tuarua Whanaketanga Ohaoha)

From 2005 to 2014, he was Party Whip and a member of the Business Committee, Education

and Science Committee and Standing Orders Committee. His primary portfolio interests, before

becoming a Minister included: Education, Treaty of Waitangi issues, Tourism, Local Government,

Internal Affairs, and Sport and Recreation.

A proud St Stephens Old Boy, the 59 year-old MP is well known for keeping physically active,

competing in Iron Māori, being a White Ribbon Ambassador (men campaigning against violence

towards women), and speaking Te Reo Māori in the House.

Presenter Profiles 11–12 July 2016 Holiday Inn, Mangere, Auckland

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– 8 –

Day 1 Workshops

Wai 1 ‘Navigating Outcomes Measurement, the Helicopter View’

An interactive workshop session based on examining the model of a virtual social enterprise.

This session will fully explain the following;

• What information do you need to know what difference you are making?

• Do you need any further data to know whether you are maximising value?

• How to derive principles from your answers to the above

• How to use our simple self-assessment tool to understand those principles and use them to inform your future decision making

Wai 2 ‘Outcomes Roadmaps – Growing Organisational Capability and Culture for Effective Out-comes’

Let us think about what we have heard this morning from our Keynote Speakers. This workshop allows us to explore and discuss how this

relates to our own journey implementing Whānau Ora. We have all made mistakes along the way and sometimes, what we learn from these

is just as important as acknowledging the things we got right!

By dissecting the inside story from our Whānau Ora Partners, we get the low down on what works and what doesn’t, to ensure that as we move

forward we can all ensure a successful blueprint for the future.

11–12 July 2016 Holiday Inn, Mangere, Auckland

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– 9 –

Day 1 Workshops 11–12 July 2016 Holiday Inn, Mangere, Auckland

Wai 3 ‘Delving into the Detail, Where to Start on Outcomes Indicators’

“This will be a hands-on workshop revisiting TPM’s Outcomes framework with examples of tools and processes in developing meaningful

indicators for whānau.

This workshop will be useful for anyone involved in defining whānau outcomes and measuring their progress”

Wai 4 ‘Keeping It Real for Whānau Engagement – Getting The Best Out of Social Media’

Hashtags can be part of Hauora! This workshop can help your organisation to engage with social media in a way that will enhance

understanding of your services and invite engagement, interaction and information sharing with our whānau.

We will consider the best social media for your needs, how to use your resources efficiently, examine subtleties of approach and look to get

creative juices flowing! From the basics, to handy tips and shortcuts, we will look at how social media can help all Whānau Ora partners.

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DAY TWO

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– 11 –

Hon. Bill English

Deputy Prime Minister, Minister of Finance

Hon Bill English is the Deputy Prime Minister, Minister of Finance, and Minister responsible for

Housing New Zealand Corporation.

He was first elected to Parliament in 1990 as MP for the Wallace electorate (later re-named

Clutha-Southland) and served as the local MP for 24 years until he became a list MP in 2014.

He completed a Bachelor of Commerce degree at Otago University, followed by a Bachelor of

Arts (Hons) in English Literature at Victoria University of Wellington.

Mr English has held ministerial posts in regulatory reform, education, health, revenue and

finance and he was leader of the National Party from October 2001 to October 2003.

Bill’s wife, Dr Mary English, is a Wellington based General Practitioner and they have six

children.

Presenter Profiles 11–12 July 2016 Holiday Inn, Mangere, Auckland

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– 12 –

Mii Keelan

Kuki Airani, Dutch

Projects Manager, Ngā Mataapuna Ōranga

Mii is a Projects Manager for Ngā Mataapuna Ōranga, working across Whānau Ora & Collective

Impact. She is also part of the IT team. Her background is in Social Work, Quality and Risk

Management.

She is passionate about taking a holistic or ‘whole of systems’ approach to the dynamic and ever-

developing space of working with whānau. She is driven by a desire to work with people at the

flax roots level, to support and empower their mahi so that they in turn can better work with our

whānau. For Mii it has always been about whānau and their future; establishing great pathways,

building capability, and identifying opportunities and platforms for them to realise their dreams.

Wingara Keelan of Hauiti whakapapa is her supportive husband, and together they have three

tamariki.

Reweti Te Mete

Ko Mauao te maunga Ko Tauranga te moana

Ko Ngāti Ranginui ko Ngāi Te Rangi ko Ngāti Pukenga ōku iwi

Ko Reweti Te Mete tōku ingoa

He Kaiwhānau Ora ahau ki Tauranga Moana ki Tauranga Tangata

Tata ki te rima tau e mahi ana ahau i tēnei o ngā mahi ki Ngā Mataapuna Ōranga

Ko tāku e whakapae nei, whānau tu, whānau ora, whānau ora, whānau rangatiratanga e!

Haumi e, hui e, tāiki e!

‘Tackling Complex Problems Head On’

Negotiating a pathway through a rapidly changing environment is a daunting task for anybody.

When that change has the potential to destroy what has been a longstanding traditional practice

and an important and sustainable part of your culture, this can lead to a polarization of positions

between whānau and communities.

Adding to this already complex mix was the support for change and the economic benefits it would

bring for the city.

This presentation seeks to outline the struggle and conflicts for the people of Tauranga Moana and

how this challenge was tackled head on by Rangatahi.

They had to think of new and innovative ways to hold on to environmental integrity, cultural

connection and at the same time re-negotiate a workable solution with a multi-million dollar

industry.

Presenter Profiles 11–12 July 2016 Holiday Inn, Mangere, Auckland

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– 13 –

Presenter Profiles 11–12 July 2016 Holiday Inn, Mangere, Auckland

Erena Mikaere Most

Tuhourangi, Ngāti Whakaue

Ruapehu Whānau Transformation Project Manager, Ngāti Rangi Trust

Although of Te Arawa descent, Erena grew up along the banks of the Whanganui River and she has

strong ties to the Whanganui and Ruapehu rohe, particularly now as a mother to three young Ngāti

Rangi Uri.

During her twelve years working in Wellington, Erena gained extensive experience in the areas of

strategic development, quality assurance and public policy formulation and implementation. She

also learnt a great deal about the intimate workings of government departments together with a

thorough knowledge of the relationship between the Government as funder and various NGOs as a

provider of services.

Prior to joining the Ngāti Rangi Trust Erena spent several years as an independent consultant in

private practise, where she was involved in strategic planning and social development projects for a

variety of community, Iwi and other Māori organisations.

Since 2013 she has been leading the implementation process for the Ruapehu Whānau

Transformation Plan on behalf of the Ngāti Rangi Trust.

‘Collective Impact - Working Together to Achieve Healthy Homes for Healthy Whānau’

The Ruapehu Whānau Transformation Plan consists of a framework founded in the teachings of our

ancestral Maunga, Koro Ruapehu.

Informed through our ‘Stats’ and ‘Stories’, the plan articulates our aspirations and opportunities to

achieve long-term sustainable change, through the empowerment of all Ruapehu whānau across the

areas of Education, Employment, Housing, Health and Social Wellbeing. To be thriving in these areas,

is to be thriving in life.

The Ruapehu Whānau Transformation plan seeks to affect sustainable change by considering all

five areas holistically, and addressing the inter-connected nature of the challenges our whānau face

throughout them.

Our collective impact project, Te Whare Āhuru ki Ruapehu, centres on the Housing aspect of the

Ruapehu Whānau Transformation Plan, and seeks to extend its reach from there.

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– 14 –

Presenter Profiles 11–12 July 2016 Holiday Inn, Mangere, Auckland

Ian Learmonth

Australia

Executive Director - Impact Investing, Social Venture Australia

Ian joined SVA in 2011 to establish its Impact Investing team. He has worked alongside Australian

State and Federal Governments, trusts, foundations, and superannuation funds on innovative ways

to deploy capital to address pressing social needs – including a $30m impact investment trust with

HESTA and Australia’s first social impact bond, the Newpin SBB with the NSW government.

Ian was formerly an Executive Director of Macquarie Bank for 12 years and has over 20 years of

investment banking experience in Sydney, Hong Kong and London. He has been involved in

establishing and leading a number of businesses including asset finance, principal investment

(including in carbon and renewable energy) as well as corporate advice in the infrastructure sector.

Ian has degrees in Law and Commerce from the University of Queensland is a director of Australian

Affordable Housing Securities, Sydney’s Belvoir Theatre and e-waste recycler PGM Refiners.

‘Increasing our Social Impact’

Ian Learmonth has been leading SVA’s impact investing work for the last 5 years and will take

the opportunity to outline the organisation’s activities and the evolution of the Australian

impact investing market. SVA has been actively investing across a broad spectrum of social

enterprises, select industrial companies, not for profits and start-ups. The targeted social

outcomes have included improvements in employment, education, housing, community

health, disability services, and indigenous communities. SVA accesses its capital from a

broad range of investors from high net worth individuals, trusts and foundations as well as

institutional investors.

In addition to business finance, SVA has a strong focus on social and affordable housing which

led to the raising of Australia’s first social impact fund capitalised by a large super fund, HESTA,

a $35bn industry superfund with members from the health and allied services sector.

SVA has also been a leading player in the development of social impact bonds in Australia,

having raised the country’s first bond of this type, the Newpin SBB which assists children in

out of home care. Newpin is now 3 years into its 7.25 year term and performing in line with

expectations. Today SVA is actively working on 5 SIBs across 3 States as well as assisting the NZ

Government on their own implementation of social bonds.

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Presenter Profiles 11–12 July 2016 Holiday Inn, Mangere, Auckland

Hankie P. Ortiz

Kiowa Tribe of Oklahoma, Caddo and Comanche Ancestry

Deputy Bereau Director (Indian Services), Bureau of Indian Affairs

Hankie P. Ortiz serves as the Deputy Bureau Director-Indian Services, Bureau of Indian Affairs (BIA)

at the bureau’s headquarters in Washington, D.C. She is an enrolled member of the Kiowa Tribe of

Oklahoma with Caddo and Comanche ancestry as well. She served as director of the Office of Tribal

Self-Governance at the Indian Health Service (IHS) from 2007 to 2012.

Ms. Ortiz began her federal career with the Office of the General Counsel (OGC) for the IHS in

Rockville, MD, in 1997 where she analysed legal issues and applied legal principles to advise the IHS

director and other headquarters staff. In June 2000, she became the Assistant Regional Attorney in

the OGC. In that capacity, she provided legal advice to the IHS as the lead attorney for the agency’s

Phoenix Area and the California Area on legal issues related to health care in the broadest sense and

represented IHS headquarters and areas in litigation.

In July 2006, she took on dual duties as the director of the Division of Regulatory Affairs (DRA) and

acting deputy director of the Office of Management Services (OMS). Her positions later switched she

became the acting director of DRA and the OMS deputy director.

Ms. Ortiz holds a Bachelor’s degree in Psychology from the University of Oklahoma in Norman (1991),

and a Juris Doctor degree from the University of Montana School of Law, in Missoula (1995).

As the Deputy Bureau Director (Indian Services) Ms. Ortiz reports to the Director of the BIA and is

responsible for all national activities associated with support for tribal people and tribal governments

by promoting safe and quality living environments, strong communities, self-sufficiency and

individual rights, while enhancing protection of the lives, prosperity and well-being of American

Indians and Alaska Natives. The Office of Indian Services includes the Division of Human Services, the

Division of Self-Determination, the Division of Tribal Government Services, the Division of Human

Services, and the Division of Workforce Development.

‘First Nation Peoples, Equals First World Outcomes –Progressing Indigenous Solutions that Matter’ Single Plans – A Step Towards Better Outcomes for Families

The presentation from Ms. Oritz will describe and discuss the Tiwahe Initiative. Tiwahe (ti-wah-hay)

means family in the Lakota language. It symbolizes the interconnectedness of all living things and

one’s personal responsibility to protect family, community, and the environment. There is no asset

more precious to Tribes than the health, safety, and well-being of its children, youth, and families. The

Tiwahe Initiative is focused on addressing barriers to success, by leveraging BIA programs in concert

with other federal programs to support family and community stability and cultural awareness.

The purpose of the BIA’s Tiwahe Initiative is to demonstrate the importance of service coordination

between programs within a tribal community so that critical services more effectively and efficiently

reach American Indian/ Alaska Native (AI/AN) children and families. The Tiwahe Initiative asserts that

when effective interagency collaboration and coordination occurs it can pool scarce human and

material resources, share expertise among staff, expand services, reduce duplication efforts, and

exchange information about families’ needs in order to formulate the most responsive approach in

providing services to that AI/AN individual or families, which will result in better outcomes.

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Day 2 Workshops 11–12 July 2016 Holiday Inn, Mangere, Auckland

Wai 1 ‘Finding the Golden Thread – Describing how our Activities Lead to the Impact we Seek’

Social Ventures Australia’s ‘Golden Thread methodology’ is an effective and visually striking way to articulate program logic statements –

the indispensable tools for describing how our activities lead to the impact we seek.

In this hands on workshop we will;

• Identify the key issues you are working on and what you are doing to address them

• Map out the outputs and outcomes you contribute to

• Link the parts together to create a program logic or theory of change that will become the basis of your monitoring and evaluation approach.

Wai 2 'Getting Started on Shared Measurement'

Enabling “collective impact” is enhanced through specific US Federal legislation unique to Federally-recognised Tribes and Alaska Native entities. It combines formula-funded Federal grant funds, which are employment and training-related, into a single plan with a single budget and a single reporting system. Participating Tribes or Alaska Native entities have significantly improved the effectiveness of the delivery of those services included within their single plans. The total number of individuals served by the same total resource has increased greatly, partially as a result of a reduction in the administrative burdens imposed by compliance with multiple individual pieces of legislation. Instead these have been incorporated into the entities’ single plan and as a result, outcomes such as job placements, successful completion of individual client programs, and support of tribal

economic development efforts have also increased or been enhanced.

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Day 2 Workshops 11–12 July 2016 Holiday Inn, Mangere, Auckland

Wai 3 ‘Measuring Outcomes – Taking a Closer look at How Other Sectors Measure Impact’

Jeremy Nicholls, Chief Executive of Social Value International and Social Value UK, teams up with Shona McElroy and Emily Preston of the Ākina Foundation for some robust discussion and insights into how other sectors are measuring their impact. Their combined experience enables them to share their proven experience both in New Zealand and internationally and to help you explore:

• Public sector drivers (VFM – Value for money – analysis)• How social enterprises balance social, environmental and commercial drivers to set direction and evaluate performance• Social Value in the UK• How corporates are approaching measuring their impact

• What impact investors are expecting?

Wai 4 ‘What is Data for Outcomes Telling Us?’

Systems and Data Analysis. Measurement and Reporting.

If these are the words that get you excited, then this is the workshop for you. If these are the words that cause you angst, then this is definitely the workshop for you!

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Di Grennell

Ngai Tahu, Ngāti Mutunga

Deputy Chief Executive (Regional Partnerships) Te Puni Kōkiri

Di Grennell has been Deputy Chief Executive (Regional Partnerships) at Te Puni Kōkiri since April

2014. It’s a role that sees her focus on her strong interest in regional development.

Prior to that she was Director of Operations for Whānau Ora from November 2010, a role she

came to after serving as a member on the Taskforce on Whānau–Centred Initiatives which led

to the development of Whānau Ora. In 2013/2014, she led the work to oversee the move to the

Commissioning Agency approach for the administration of Whānau Ora.

Di has an interest in strategies for social change and extensive professional experience in the family

violence prevention field including working with courts, programme development, provider training,

research and policy. She spent more than five years as Executive Director of Amokura – a Northland-

based Pan-Tribal Family Violence Prevention Initiative.

Di holds a BA in Sociology (Massey) and a Trained Teachers Certificate (Auckland College of

Education). Outside of work a growing number of mokopuna keep her busy.

Workshop Chairs 11–12 July 2016 Holiday Inn, Mangere, Auckland

Stephen Keung

Ngāti Maniapoto, Ngāti Porou

Chief Executive Officer - Whānau Tahi Ltd

Stephen is the CEO of Whānau Tahi Ltd, a wholly owned subsidiary of Te Whānau o Waipareira Trust.

He has worked in a number of industries in the commercial sector, ranging from public accounting to

agriculture, with significant experience in private sector company turnarounds. Stephen has a keen

understanding of sound business practices and fundamentals and after starting his career with KPMG,

has gone on to hold senior leadership roles as a Chief Financial Officer, turning around several companies

including a leading Private Tertiary Institution and a major Agribusiness operation in Australia.

Stephen has been involved with a number of non-profits and charitable organisations and currently sits

on the Board of the Ruapuha Uekaha Hapu Trust, which represents the owners of the Waitomo Glow Worm

Caves. He is a Certified Public Accountant and holds a Bachelor of Science and Masters in Accountancy.

Of key interest to Stephen is how communities can organise and engage in a multi-sector conversation to

achieve better health, education, social, and housing outcomes for whānau. To this end he has been the

driving force behind the development of Whānau Tahi; a combination of services and software that brings

together community, primary and secondary service providers with whānau enabling them to take charge

of their own journey of change and well-being.

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Suzanne Snively ONZM

Board Director, Te Pou Matakana

Chairing Transparency International (TINZ) Suzanne is able to put in practice her experience as an

economic strategist. She was awarded the New Zealand Order of Merit for her commitment to

women and business. Previously as a Director of the Reserve Bank of New Zealand and a partner

of PricewaterhouseCoopers for nearly 15 years, she now sits as an independent director of the

New Zealand Army Leadership Board, is a Ministerial appointed Director on the Health Research

Council and is a tireless patron of the arts, having supported the NZSO, DANZ, Footnote Dance and

New Zealand Opera for many years.

Jo Nicholson

Project Co-ordinator for Social Value Aotearoa Network, Te Whānau o Waipareira Trust

Jo is the Project Co-ordinator for Social Value Aotearoa Network and enjoys connecting people and organisations, to tell the story of their journey towards measuring their social impact. She brings 20+ years’ experience in Change and Transformation, Workforce Development, Tertiary Teaching and Management and implementing and embedding evaluative frameworks. She believes in leading by

example and is passionate about preparing people to manage and react to change positively.

Robin Hapi CNZM

Ngāti Kahungunu

Board Director, Te Pou Matakana

Former Chief Executive of Aotearoa Fisheries and Treaty of Waitangi Fisheries Commission, Robin Hapi

was Chairman of Sealord Group from 2007-2011 and is a Director of New Zealand Trade and Enterprise.

He sits on a number of boards, including Callaghan Innovation, NZTE and is Chair of Te Wānanga o

Raukawa.

He is a long-time advocate for Māori education and holds an MBA with Distinction from Massey

University, where he was awarded a Massey Medal as one of its distinguished alumni.

Workshop Chairs 11–12 July 2016 Holiday Inn, Mangere, Auckland

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Brad Norman

Ngāti Kuri me ngā iwi o muriwhenua, Ngāpuhi, Ngāti Whātua

Director, People, Data and Performance

Brad is currently the Director, People, Data and Performance for Te Pou Matakana, the North Island

Whānau Ora Commissioning agency, overseeing the Human Resources, Quality Management and Data

and Performance teams.

He also carries the same role for Te Whānau O Waipareira, a non-government organisation providing

over 60 health, education, social and justice services to whānau in the west Auckland community.

As a senior leadership team member, one of Brad’s key roles is to ensure policies, systems and resources

are in place to enable the achievement of outcomes for whānau, including the collection of data to

evidence this achievement, by ensuring we are measuring what matters as markers for success.

His previous positions include Finance Manager roles with Te Whānau O Waipareira and Waiora

Healthcare, a primary health organisation providing low cost access to primary healthcare services.

Prior to that he spent 4 years in London working for BNP Paribas, Europe’s leading investment bank, in

treasury and financial accounting roles.

He is passionate about contributing to the health, education and social and economic well-being of our

communities, and these are important values that he shares with his wife Melanie and two boys Jesse

(5) and Ben (3).

Dr John Tupou Huakau

Tongan and English

Senior Epidemiologist – Te Whānau o Waipareira Trust

John is our 'needs assessment' lead specialising in epidemiology. He has published a number of

reports looking at Māori descent population profiles and area snapshots of the South and West

Auckland regions.

He is a graduate from the University of Auckland, where he wrote his PhD thesis on new methods

for using epidemiological data to estimate the size of disease populations. After being awarded

his PhD John worked at the University of Auckland’s Faculty of Medical and Health Sciences in

the Department of Māori and Pacific Health, as a Research Fellow with the Pacific Health Research

Centre, before accepting a Postdoctoral Fellowship at Massey University with the Social and Health

Outcomes Research and Evaluation (SHORE) and Te Rōpu Whāriki (Whāriki) Research Centre.

More recently, John was employed as an Epidemiologist for Auckland and Waitemata District Health

Board (DHB), Planning and Funding Team, where he carried out a Health Needs Assessment of the

Pacific population, was involved in writing several Pacific Health Action Plans, and numerous other

regular demographic, health status and inequality reports with a focus on the Māori and Pacific

populations within the DHB. Since leaving the DHB John has been a contract researcher working on

a Needs Assessment focusing on the North Island Māori descent population.

Workshop Presenters 11–12 July 2016 Holiday Inn, Mangere, Auckland

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Jacqui Harema

Nga Puhi, Samoan

Strategy and Innovation Lead – Te Whānau o Waipareira Trust

Jacqui has been working within the Wai-Atamai unit since January 2014, working on strategic priority

projects across new terrain and innovative spaces. Current key projects include implementing an

outcomes measurement framework across child services, supporting to establish collective impact

initiatives and monitoring and reporting progress against strategic goals and vision.

Prior to this Jacqui has held numerous roles within Waipareira including front line whānau worker,

quality management associate, managing education, health and social service portfolios.

Jon Myer

Australia

Consultant, Social Value Australia

Jon is a management consultant with a passion for social impact and sustainability. He joined

Social Ventures Australia Consulting in 2014 and prior to this spent over seven years working as a

communications and external relations advisor across the private, public and non-profit sectors.

His work at SVA Consulting has focussed on helping clients to measure and manage to outcomes,

and he has spent extended periods working with Māori organisations across the North Island. He

has held roles with the Victorian Department of Human Services, Australia Post’s Corporate Affairs

Division and the Foundation for Young Australians. More recently, after winning the prestigious

Regional Hult Prize in 2013, he founded and led a start-up social enterprise operating in India and

Africa. He has also served as a member of The Myer Foundation for more than ten years and brings a

deep understanding of strategic philanthropy. Jon holds an MBA from ESADE Business School and a

Bachelor of Commerce/Bachelor of Arts (Media Communications) from the University of Melbourne.

Workshop Presenters 11–12 July 2016 Holiday Inn, Mangere, Auckland

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Stacey Morrison

Te Arawa, Ngāi Tahu

Broadcaster

Stacey has worked in what is now known as ‘traditional media’ (television and radio) for over 20

years, across Māori and mainstream programmes and channels. She is a passionate advocate

for Te Reo Māori and in particular encouraging parents and tamariki to speak Māori at home,

which is why the Morrison’s were founding members of the community learning and support

group ‘Māori 4 Grown Ups’.

As media has evolved in recent years, she has also been involved in running social media

accounts across community, business and NGO organisations. These accounts range from

hundreds, to tens of thousands of followers, which has provided Stacey with many valuable

insights with which to enrich the communications strategy of Te Pou Matakana. Stacey is also

excited by the potential for Whānau Ora partners to leverage their services and outcomes

through targeted use of social media.

Stacey will also be your host tonight for the hākari dinner!

Whitney Nicholls-Potts

Ngati Kuri

Social Media Lead – Te Whānau o Waipareira Trust

Whitney is the Social Media, digital content and online community producer at Te Whānau o

Waipareira Trust. With a background in journalism and creative writing, Whitney is passionate about

promoting community-led social impact through media. She is interested in developing a shared

language in the social value space led by storytelling.

Whitney received a Bachelor of Communications in Journalism/Creative Writing from Massey

University in 2010 and shortly after left for the Sonoran desert in Tucson, Arizona where she lived for

three years.

Since moving home Whitney has built strong connections through her freelance work and

collaborations. She founded online publication Fe-Archia, is a member of theatre writing collective

‘Neon Fruit’ and she has been notably featured in the street style sections of Capital Magazine and

Stuff daily style.

Twitter handle @whitney_anahera

Workshop Presenters 11–12 July 2016 Holiday Inn, Mangere, Auckland

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Janice Kuka

Ngāi Te Rangi / Ngāti Ranginui

Managing director - Ngā Mataapuna Ōranga

Janice is of Ngāi Te Rangi and Ngāti Ranginui descent and has been the managing director of Ngā

Mataapuna Ōranga since 2010. She spent her earlier years being educated at the local convent school

in Te Puna then went on to Ōtumoetai College.

Janice has a professional background in Social Work and Community development. She gained her

formal qualifications in later years through Massey University whilst working as a Medical Social Worker

at Tauranga hospital. During this period Janice was seconded to set up a Kaupapa Māori Services

Unit. This Unit provided Māori specific services within the hospital as well as follow up services in the

community.

The development of hapu and community health has always been a strong interest for Janice and over

the years has actively remained committed to this transformation process.

Janice is a Board member of a number of local and regional community and Hauora Trusts.

Tureia Moxon

Ngati Kahungunu

Performance Analyst - Te Kohao Health

Tureia has been employed by Te Kohao Health for 11 years and has been using Whānau Tahi since 2011.

He is the lead for the performance team, which is the back office for Collective Impact, Kaiārahi reporting

and training and Whānau Direct for the Te Ngira Collective. The performance team is also responsible for

all reporting functions for Te Kohao Health and also for any provider-specific customisation of the Whānau

Tahi system.

Workshop Presenters 11–12 July 2016 Holiday Inn, Mangere, Auckland

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Shona McElroy

Regional Director (Northern) with the Ākina Foundation

Shona McElroy has provided leadership and support in a range of Social Enterprise contexts

including community-led enterprise, learning and development, start-up mentoring and programme

design across the UK and NZ. This has also included research and advisory to government and

philanthropic funders. Shona’s career ambition is to help others realise their potential to lead positive

social and environmental change.

Emily Preston

Venture Manager with the Ākina Foundation

Emily has over a decade’s experience across the for-purpose sector in the UK, Australia and New

Zealand with a particular focus on education and youth transitions. Over the past seven years

her focus has been on helping social entrepreneurs and non-profit leaders to develop their

organisational capacity and programmatic impact from start-up, through growth and replication.

Workshop Presenters 11–12 July 2016 Holiday Inn, Mangere, Auckland

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