SOCIAL ENTREPRENEURSHIP IN PORTUGAL A PRACTICAL GUIDE

July | 2016

Title: Social Entrepreneurship in Portugal: A Practical GuideCopyright © 2016, Carlos Azevedo, Filipa Carlos, Miguel Alves Martins

© 2016, IES-Social Business School

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WELCOME!

“The beginning is the most important part of the work”– Plato

This is an informal, non-comprehensive document, developed by IES-Social BusinessSchool (IES-SBS), with the contribution of several practitioners and researchers from thesocial entrepreneurship field.

Inspired by the “Singapore Start-up Ecosystem and Entrepreneur Toolbox”, developed byArnaud Bonzom, this document aims to introduce all the interested stakeholders to usefulinformation about the social entrepreneurship ecosystem in Portugal. The informationgathered is a result of a survey carried out by IES-SBS during May 2016 which engaged 17personalities from different and complementary field of expertise.

We hope that this can be useful for people like you: investor, social entrepreneur, civilsociety leader or curious!

Feel free to use it and contribute with suggestions as they come to you!

About us

IES-Social Business School* is the leading Social Business School in knowledge production,management and dissemination and in the training of impact agents.

We work to promote the concept of Social Entrepreneurship and Social Innovation both inPortugal and abroad, partnering with organizations from all sectors of the impacteconomy.

For more information, please visit our website.

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A Social Business School from Portugal to the World!* You may find additional information after page 73

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AGENDA

01. The Ecosystem

02. Dynamics and Trends

03. Key and Leading Players

04.

05. Other Players

07. Competitions & Prizes

06. Networks

08.

09. Financing & Investment

10. Specialized Services

11. Useful Resources

12. A Social Business School

14. Acknowledgments

13. A Work in Progress

Social Entrepreneurs in Portugal

Co-working, Incubators and Accelerators

1. THE ECOSYSTEM

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1. THE ECOSYSTEMSOCIAL ENTREPRENEURSHIP IN PORTUGAL

PORTUGAL AT A GLANCE

Population: 10,4 million

GDP: 173,4 Mrd EUR

SME contribution to GDP: 67%

Startups Survival Rate: (5y): 39%

Portugal is classified as an innovation-driven market

1 unicorn (Farfetch) and 3 centaurs (Talkdesk, Feedzai, Seedrs)

Sources: GEM - Global Entrepreneurship Monitor - 2015/16 GLOBAL REPORT (available at http://www.gemconsortium.org/report) AMECO (available at http://ec.europa.eu/economy_finance/ameco) http://www.jornaldenegocios.pt/empresas/pme/start_ups/detalhe/start_ups_centauros_portugueses_que_podem_transformar_se_em_unicornios.htmlInforma D&B - O EMPREENDEDORISMO EM PORTUGAL 2007/2014 (available at http://biblioteca.informadb.pt/files/files/Estudos/SE_Empreendedorismo-em-Portugal_2007-2014.pdf)

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1. THE ECOSYSTEMSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Connectivity and Social Media

Internet population: 5.2M

Internet Usage

Mobile phones: 15.2M

Mobile Users

Facebook users: 3.7MFacebook penetration: 34%

LinkedIn Users: 1.2M

Social Media

Online shoppers: 2.7M

Business volume: 2.900 M€

Online Shoppers

Sources: MVF (available at http://www.mvfglobal.com/Portugal)Jornal de Notícias (available at http://www.jn.pt/inovacao/interior/compras-online-em-portugal-valeram-29-mil-milhoes-4791399.html)Fullsix Portugal (available at http://www.slideshare.net/fullsixpt/redes-sociais-para-2015)

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1. THE ECOSYSTEMSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Indicator Rating

01 Doing Business (World Bank)

78/100

96/100

4,5/7

5,6/9

5,27/9

3,53/9

5,23/9

Rank

23/189

13/189

38/140

1/62

3/62

62/62

18/62

02 Starting a Business(World Bank)

03 Global Competitiveness(World Economic Forum)

04 Entrepreneurship Education at School Stage (GEM)

05 RD Transfer(GEM)

06 Physical Infrastructure

07 Cultural and Social Norms

Sources: GEM - Global Entrepreneurship Monitor - 2015/16 GLOBAL REPORT (available at http://www.gemconsortium.org/report)

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63% Associate successful

entrepreneurs with high status

70%Media attention contributes to

developing an entrepreneurial culture

62% Entrepreneurship is a

good career choice

1. THE ECOSYSTEMSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Perception of Social Values towards Entrepreneurship

Sources: Portugal Startups (available at http://portugalstartups.com/2015/03/2014-portuguese-entrepreneurial-odyssey/)

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1. THE ECOSYSTEMSOCIAL ENTREPRENEURSHIP IN PORTUGAL

were involved in start-ups or managing new businesses last year

10 %

were owner-managers of a new business

4,4 %

were involved in setting up a business they own or co-own, but has not made payments to the owners for more than three months

5,8 %

Sources: Portugal Startups (available at http://portugalstartups.com/2015/03/2014-portuguese-entrepreneurial-odyssey/)GEM – Global Entrepreneurship Monitor (available at http://www.gemconsortium.org/country-profile/100)

Between 8 to 9 in 100

Portuguese adults are

early-stage entrepreneurs.This trend has

been improving since 2010.

Phases of Entrepreneurial Activity*

*Regarding general entrepreneurship, without specific data for social entrepreneurship

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1. THE ECOSYSTEMSOCIAL ENTREPRENEURSHIP IN PORTUGAL

27%

No better options

49%

Earn money or be more

independent

71%

A recognized opportunity (rather than other options

for work)

Motivation to start a New Business*:

50% of the Portuguese believe that entrepreneurship can be taught.

65% of the people have a positive attitude towards entrepreneurship.

Sources: Portugal Startups (available at http://portugalstartups.com/2015/03/2014-portuguese-entrepreneurial-odyssey/)

*Regarding general entrepreneurship, without specific data for social entrepreneurship

Investments are made in final consumer oriented sectors

Mostly men (66%)

The Portuguese Entrepreneur profile*

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1. THE ECOSYSTEMSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Aged between 25

and 34

Motivated mostly by

opportunity, as is typical in

innovation-driven economies

Mostly first time

entrepreneurs (66%)

Sources: GEM – Global Entrepreneurship Monitor (available at http://www.gemconsortium.org/country-profile/100) Informa D&B - O EMPREENDEDORISMO EM PORTUGAL 2007/2014 (available at http://biblioteca.informadb.pt/files/files/Estudos/SE_Empreendedorismo-em-Portugal_2007-2014.pdf)

*Regarding general entrepreneurship, without specific data for social entrepreneurship

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1. THE ECOSYSTEMSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Social Entrepreneurship

The process of finding and

implementing innovative and

sustainable solutions to solve

important and neglected problems of

society which translates into Social

Innovation when more effective

solutions (compared to the

alternatives in place) are found.

MISSION

INNOVATION

IMPACT

EMPOWERMENT

SCALABILITY

SUSTAINABILITY

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1. THE ECOSYSTEMSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Social Entrepreneurship

Social entrepreneurship is a movement that is starting to be recognized at a national level, with several agents working in the field.

The concept of social enterprise is not yet fully stabilized, leading to some misconceptions. The concept of corporate social entrepreneurship is slowly developing.

At a government level it has been established a specific support program (EMPIS) to develop some of the social entrepreneurship and social investment ecosystem.

Major Players

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1. THE ECOSYSTEMSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Law

On June 2013 the "Social Economy

Law“ was published. It divides the

organizations into five "families" within

the Portuguese social economy. It

excludes market-oriented organizations

from being considered part of the

Social Economy Sector, regardless of

their social goal and mission and even

when they restrict the payment of

dividends or the wage gap.

This shows that public policy for the

social economy is entirely focused on

third sector or social organizations, but

not enterprises as such.

Market

More than 55.000 organizations with

social purpose.

The mapping of social entrepreneurship

initiatives identified 216 initiatives

(until February 2015) with high

potential for social innovation

(www.mies.pt).

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1. THE ECOSYSTEMSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Co-operatives Mutual Societies

Misericórdias(Holy houses of Mercy -religious organizations)

Foundations

Private Institutions for Social Welfare

Associations with altruistic purposes

Other entities with legal personality

Social Economy Entities

Sources: SEFORIS - The State of Social Entrepreneurship - Key Facts and Figures (available at http://www.seforis.eu/upload/reports/1._Key_Facts_and_Figures_of_Social_Entrepreneurship.pdf)Empreendedorismo Social em Portugal: as políticas, as organizações e as práticas de educação/formação PTDC/CS-SOC/100186/2008

Distribution according to legal form:

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1. THE ECOSYSTEMSOCIAL ENTREPRENEURSHIP IN PORTUGAL

The more popular domains of action are related to:

Major concerns are directed at targets such as:

Main Areas of Action

The needs of an

ageing population

The valorization and sustainability

of traditional arts and crafts

Agricultural

businesses

People with disabilities ElderlyChildren and youth Unemployed

Sources: SEFORIS - The State of Social Entrepreneurship - Key Facts and Figures (availabole at http://www.seforis.eu/upload/reports/1._Key_Facts_and_Figures_of_Social_Entrepreneurship.pdf)

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1. THE ECOSYSTEMSOCIAL ENTREPRENEURSHIP IN PORTUGAL

It is possible to identify a wide variety of social challenges in areas such as:

Both challenges and social entrepreneurship initiatives can be widely found in the Portuguese territory. However Lisbon and Oporto metropolitan areas tend to concentrate a higher number of entrepreneurs and initiatives given the proximity to entities and structures that support their action.

Geographic Dispersion

Health and well-being UnemploymentEnvironment

preservation

Ageing and social

exclusion

Sources: SEFORIS - The State of Social Entrepreneurship - Key Facts and Figures (available at http://www.seforis.eu/upload/reports/1._Key_Facts_and_Figures_of_Social_Entrepreneurship.pdf)

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1. THE ECOSYSTEMSOCIAL ENTREPRENEURSHIP IN PORTUGAL

The European Context

Indicator Portugal

01 NPI Paid Workforce 4,4%

2,0%

41%

10%

02 NPI contribution to GDP

03 NPI revenue - Government

04 NPI revenue - Philanthropy

France

5,8%

3,3%

n.a.

n.a.

Norway

3,5%

1,9%

n.a.

n.a.

CzechRepublic

1,9%

1,7%

65%

13%

Belgium

11,5%

5,1%

68%

4%

Sources: Lester M.Salamon, S. Wojciech Sokolowski, Megan A. Haddock, and Helen S. Tice, The State of Global Civil Society and Volunteering: Latest findings from the implementation of the UN Nonprofit Handbook. Working Paper No. 49(Baltimore: Johns Hopkins Center for Civil Society Studies, 2012)

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1. THE ECOSYSTEMSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Top 10 leading players on the Portuguese Social Entrepreneurship Ecosystem

Nuno Santos

Miguel Neiva Hugo Menino Aguiar Pedro Teiga Filipe Santos Miguel Alves Martins

Miguel Pavão Carlos Azevedo Joe Santos Kátia Almeida

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1. THE ECOSYSTEMSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Major Achievements

1 Ashoka Fellow 1 Social Impact Bond Innovation and Social Entrepreneurship Map

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1. THE ECOSYSTEMSOCIAL ENTREPRENEURSHIP IN PORTUGAL

The current state of Social Entrepreneurship in Portugal?

A polarized vision, with contradictory strengths and drawbacks, which indicates the need for further work to strengthen and stabilize the ecosystem.

“slightly ahead of the European average”

“clearly growing”

“mature”

“social entrepreneurship is part of the country’s political priorities”

“evolving”

“trendy”

“well-oriented and relevant”

“broad knowledge in the field”

“a growing movement”

“quite widespread”

“still in a structuring stage”

“there is a long way to go (...) the movement needs more visibility”

“needs to improve quality”

“small dimension”

“lack of financial support”

“no clear impact yet”

“Inadequate legal framework namely for social enterprises”

Based on a survey carried out by IES-SBS (May 2016).

2. DYNAMICS AND TRENDS

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2. DYNAMICS AND TRENDSSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Social Investment

A taskforce for social investment was co-funded by the European Commission and it aims to promote an emerging Portuguese social investment market by gathering different leading actors.

Main Recommendations

1. Strengthen the skills of the social economy entities through training

programs

2. Introduce appropriate financial instruments for the

needs of social economy entities

3. Promote a results-oriented culture within public social

services

4. Create a centre of knowledge and

resources for social investment

5. Develop a broker’s

ecosystem for social investment

Sources: Grupo de Trabalho Português para o Investimento Social

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2. DYNAMICS AND TRENDSSOCIAL ENTREPRENEURSHIP IN PORTUGAL

A Public Policy to foster Social Innovation

The public structure “Portugal Inovação Social” (Estrutura de Missão Portugal InovaçãoSocial) is acting as a catalyst for social innovation and social investment in Portugal, it contributes to the creation or reinforcement of the necessary tools, knowledge and skills for more and better social innovation in Portugal, with higher impact and sustainability. It has a particular focus on creating a social investment market.

Action Areas

1. Capacity-building for social

investment

2. Partnering for Impact

3. Social Impact Bonds

4. Social Innovation Fund

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2. DYNAMICS AND TRENDSSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Social Impact Bonds (SIBs)

The first one was launched in 2015. Several organizations have expressed interest in launching new SIBs.

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2. DYNAMICS AND TRENDSSOCIAL ENTREPRENEURSHIP IN PORTUGAL

More Engagement from the Corporate Sector

CSR & Social Innovation

Business strategies are moving

from traditional CSR to social

innovation activities – key words

are social entrepreneurship,

innovation and co-creation.

Standards Matter

The need for measuring and

comparing impact is growing,

making the case for more reporting

and global standards.

Mindset is changing

Movements like B Corp, Shared

Valued and Conscious Capitalism

are rising, filling in public

discussions and events. Also the

participation of groups such as

Grace or BCSD is increasing.

Bigger Responsibility

Corporate reputation is becoming riskier, as consumers

demand more transparency. Responsibility is finally

defining businesses.

Millennials

Young generations are driving

sustainability in the corporate

sector – employees emerge as a

key stakeholder group for these

programs and activities.

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2. DYNAMICS AND TRENDSSOCIAL ENTREPRENEURSHIP IN PORTUGAL

CV CV

CV

Portuguese B

Corps and

Pending Bs

Other B

Corps in

Portugal

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2. DYNAMICS AND TRENDSSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Growing importance of Teaching and Research

Entrepreneurship and Social Entrepreneurship have been included in several universities, graduation and post-graduation courses and classes’ curricula, research programs, masters and doctorates.

Main Universities

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2. DYNAMICS AND TRENDSSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Barriers to Overcome

The lack of The existence of

A network of local incubators and accelerators

Access to investment for internationalization

Clear political agenda for SE and legal framework

Scale and proven robustness of SE projects

Testing and prototyping support

Critical thinking and disambiguation of concepts

A strong dependence on the Government

A conservative approach from mainstream players

Bureaucratic processes

Based on a survey carried out by IES-SBS (May 2016).

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2. DYNAMICS AND TRENDSSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Main Trends

Increasing convergence among sectors

Strengthening of networks

An impact culture (measuring, managing, etc.)

Acting with a purpose (social & environmental mission/motivation)

Greater innovation

I&T social entrepreneurship

Greater sustainability

New investment mechanisms

New business models

New investors’ profiles

Education for Social Entrepreneurship (graduations, training courses)

More knowledge and knowledge sharing

Based on a survey carried out by IES-SBS (May 2016).

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2. DYNAMICS AND TRENDSSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Action Points

Foster the establishment of incubators and accelerators

Integrated governance

Creation of think tanks

Regulating and defining legal concepts (e.g. social enterprise, benefit corporation) – there is a need to evolve the legal framework in this particular field

Scaling up and institutionalization of successful initiatives

Be aware of possible barriers (conceptual lack of consensus)

Support human capital needs (coaching, personal development)

Give visibility to high potential initiatives and good-practices (marketing and communication)

Based on a survey carried out by IES-SBS (May 2016).

3. KEY AND LEADING PLAYERS

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3. KEY AND LEADING PLAYERSSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Government and Public Sector

Ministério da Economia(Ministry of Economy)

Ministério do Trabalho, Solidariedade e Segurança Social(Ministry of Work, Solidarity and Social Security)

Instituto de Emprego e Formação Profissional (IEFP)(Public Employment Service, provides training and integration into the labor market)

Instituto da Segurança Social (ISS) (Social Security Services)

Conselho Económico e Social (CES)(Constitutional forum for consultation and cooperation in the economic and social field)

Based on a survey carried out by IES-SBS (May 2016).

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3. KEY AND LEADING PLAYERSSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Government and Public Sector

Conselho Nacional para a Economia Social (CNES)(National Council for Social Economy)

Instituto de Apoio às Pequenas e Médias Empresas e àInovação (IAPMEI)(Agency for Competitiveness and Innovation)

Programa Nacional de Microcrédito (PNM) (National program to promote the implementation of small investment projects - max. 20.000€)

Based on a survey carried out by IES-SBS (May 2016).

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3. KEY AND LEADING PLAYERSSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Private Sector

Based on a survey carried out by IES-SBS (May 2016).

EDPBarclays BankSair da Casca ContinenteBPI

SIC EsperançaEverisDeloitte

Vieira Almeida Advogados

Lidl UniversidadeCatólica

Stone Soup

LogFrame

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3. KEY AND LEADING PLAYERSSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Social Sector

Ashoka Portugal Banco AlimentarConfederação Nacional das

Instituições de SolidariedadeCooperativa

António Sérgio

Entreajuda Grace IES-SBSInstituto Padre António Vieira

Laboratório de Investimento Social

SC Misericórdia de Lisboa TESE Portuguese Parish(several)

Based on a survey carried out by IES-SBS (May 2016).

Montepio

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3. KEY AND LEADING PLAYERSSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Networks

ESLIDERRede ConvergirCRESAÇOR - Cooperativa

Regional de Economia Solidária

Rede AIA - AldeiasInovadoras e Ativas

Plataforma da Transição Portugal

Plataforma Portuguesa das ONGD

RedPES - Rede Portuguesa de Economia Solidária

ANIMAR - Associação Portuguesapara o Desenvolvimento Local

Based on a survey carried out by IES-SBS (May 2016).

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3. KEY AND LEADING PLAYERSSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Individuals

Luísa ValleAntónio Miguel Cláudia Pedra

Rui Marques

Helena Gata Luís Jerónimo

Margarida Pinto Correia

Paulo Teixeira Raquel Campos Franco

Paula Guimarães

Based on a survey carried out by IES-SBS (May 2016).

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3. KEY AND LEADING PLAYERSSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Other Important Players

Associação Centro de Estudos de Economia Solidária do Atlântico

Câmara Municipal de Cascais

Cooperativas Agrícolas de

Portugal

Confederação Cooperativa Portuguesa

Confederação Portuguesa das Colectividades de Cultura,

Recreio e Desporto

Fundação Calouste Gulbenkian

Fundação Aga Khan

Based on a survey carried out by IES-SBS (May 2016).

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3. KEY AND LEADING PLAYERSSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Other Important Players

Fundação EDPFundação Manuel António da Mota

Fundação Manuel Violante

União das Mutualidades Portuguesas

Based on a survey carried out by IES-SBS (May 2016).

4. SOCIAL ENTREPRENEURS IN PORTUGAL

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4. SOCIAL ENTREPRENEURS IN PORTUGALSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Reference Social Entrepreneurs by Field of Action

Health

Ana Quintas

Joe Santos

Frederico Fezas Vital

Filipa Palha

Miguel Pavão

Paula Valente

Nuno Santos

Social and Environmental Sustainability

Filipe Moreira Alves

Isabel Soares

Pedro Teiga

Education and Empowerment

Afonso Reis

Inês Santos Silva

Celmira Macedo

Liliana Ribeiro

Virgílio Varela

Research

António Miguel

João Cotter Salvado

Filipe Santos

Carlos Azevedo

Based on a survey carried out by IES-SBS (May 2016).

Miguel Alves Martins

Ricardo Zózimo

Raquel Campos Franco

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4. SOCIAL ENTREPRENEURS IN PORTUGALSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Reference Social Entrepreneurs by Field of Action

Social Integration

Carolina Cruz

Fernando Nobre

Duarte Paiva

Cristina de Botton

Isabel Jonet

Kátia Almeida

João Rafael Brites

Based on a survey carried out by IES-SBS (May 2016).

Helena Antónia

Hugo Vilela

Hugo Menino Aguiar

Henrique Joaquim

Luís Brito

Miguel Neiva

Sónia Fernandes

Paulo Canas

Economic and Territorial Development

Alberto Melo

Camilo Mortágua

Artur Martins

Ana Paula Dias

José João Rodrigues

Lieve Meersschaert

Júlio Ricardo

Frederico Cruzeiro Costa

Hélder Sampaio

Graça Rojão

Manuela Carvalho

Maria Adelaide Soares

Rita Megre

Nuno Frazão

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4. SOCIAL ENTREPRENEURS IN PORTUGALSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Individuals with a Particular Role on the Promotion of Social Entrepreneurship

Fernanda Freitas

Luísa Valle

Guilherme CollaresPereira

Paula Guimarães

Margarida Pinto Correia

Rui Marques

Based on a survey carried out by IES-SBS (May 2016).

Miguel Pinto Luz

Rita Baptista

Mercedes Balsemão

Rui Nunes da Silva

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4. SOCIAL ENTREPRENEURS IN PORTUGALSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Most social entrepreneurship initiatives are at an early stage of development

Considering the life cycle of these initiatives, the majority is trying to develop sustainable business models

Those that are ready for growth tend to opt for strategies such as franchising or licensing, with replication at different geographies

Stage I –Problem and

Solution

Stage II –Business Model

Stage III –Organizational Growth

Stage IV –Scaling

TIME

IMP

AC

T Majority of the initiatives

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4. SOCIAL ENTREPRENEURS IN PORTUGALSOCIAL ENTREPRENEURSHIP IN PORTUGAL

MIES is a research project that discloses and maps innovative initiatives using a methodology which closely involves local communities and that seeks to create knowledge.

Initiatives that have a high score based on the 5 criteria of the methodology are recognized as ES+ initiatives, i.e. with a high potential of social entrepreneurship.

These short videos highlight the strong aspects of each initiative and help disseminate the solutions.

5. OTHER PLAYERS

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5. OTHER PLAYERSSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Trainers and Enablers

• Américo Mendes• António Miguel• Carlos Azevedo• Célia Pereira• Cláudia Pedra• Conceição Zagalo• Cristina Parente• Cristina Ponte

• Filipe Portela• Filipe Santos• Helena Gata• Isabel Guerra • Isabel Jonet• Isabel Lopo de Carvalho• José João Rodrigues • José Manuel Henriques

• Miguel Alves Martins• Nathalie Ballan• Paulo Teixeira• Pedro Hespanha• Tiago Ferreira• Virgílio Varela

People

• A3S• ACM• AEP• Aliados – TCC• ATHOS• Banco Alimentar• Call to Action• Cáritas Diocesanas• CASES• Cruz Vermelha Portuguesa

• Deloitte• Entreajuda• ESLIDER-PORTUGAL• Everis• Fundação Calouste Gulbenkian• Fundação EDP• Fundação Eugénio de Almeida• Fundação Manuel Violante• Fundação Montepio• IES - Social Business School

• Impact Hub Lisboa• ISCTE• Laboratório Investimento Social • Sair da Casca• Santa Casa da Misericórdia• Tese• Universidade Católica• Vieira Almeida Advogados

Organizations

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5. OTHER PLAYERSSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Investors

• Aga Khan• Águas de Portugal• ANJE• Banco Inovação Social –SCML• Banco Santander-Totta• Barclays Bank• BPI • Caixa Económica Montepio Geral• Caixa Geral de Depósitos

• Caixas de Crédito Agrícola Mútuo• EDP e Fundação EDP• EPAL• Fund. Manuel António da Mota• Fundação Calouste Gulbenkian• Fundação Montepio• Fundação Oriente• Fundação VODAFONE• Fundo do Bem Comum

• Hellen Keller• IEFP –Inst. Emprego e Formação

Profissional• Lidl• Millennium BCP• Portugal 2020• Sonae

Organizations

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5. OTHER PLAYERSSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Media

• Ana Pimentel• Ana Teresa Silva• Catarina Lázaro

• Fernanda Freitas• Helena Oliveira• Laurinda Alves

• Paulo Ferreira• Raquel Campos Franco• Sérgio Figueiredo

People

• ESLIDER (newsletter)• Focus (magazine)• Gazeta da Beira (newspaper) • Ilumina (magazine) • Impulso Positivo (portal)

• Jornal do Fundão (newspaper) • Observador (portal)• Público (newspaper)• Sic Esperança (TV)• Smart Cities (magazine)

• Sociedade Civil (TV)• Ver (portal)• Visão (magazine)• Visão Solidária (magazine)

Organizations

6. NETWORKS

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6. NETWORKSSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Networks, Movements and Platforms

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6. NETWORKSSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Main Events

7. COMPETITIONS & PRIZES

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7. COMPETITIONS AND PRIZESSOCIAL ENTREPRENEURSHIP IN PORTUGAL

BIG ImpactAward

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7. COMPETITIONS AND PRIZESSOCIAL ENTREPRENEURSHIP IN PORTUGAL

8. CO-WORKING, INCUBATORS AND ACCELERATORS

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8. CO-WORKING, INCUBATORS AND ACCELERATORS

SOCIAL ENTREPRENEURSHIP IN PORTUGAL

Co-working

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8. CO-WORKING, INCUBATORS AND ACCELERATORS

SOCIAL ENTREPRENEURSHIP IN PORTUGAL

Incubators and Accelerators

Conhecimento

Inovação

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8. CO-WORKING, INCUBATORS AND ACCELERATORS

SOCIAL ENTREPRENEURSHIP IN PORTUGAL

Incubators and Accelerators

9. FINANCING & INVESTMENT

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9. FINANCING AND INVESTINGSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Donations, corporate social

responsibility, traditional philanthropy

and patronage, crowdfunding,

competitions and prizes, public subsidies.

Traditional Social Financing

Social Investment

Commercial Investment

• Barclays Bank• Deloitte• EMPIS • Fundação Calouste Gulbenkian• Fundação EDP

• Fundação Manuel António da Mota• Fundação VODAFONE• GRACE• IEFP• Instituto Segurança Social

• Montepio• Municipalities• PPL• Sonae

Organizations

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9. FINANCING AND INVESTINGSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Traditional Social Financing

Social Investment

Commercial Investment

Social impact bonds, revenue-sharing

mechanisms, social investment funds,

impact philanthropy

• Bolsa de Valores Sociais• Fundação Aga Khan• Fundação Calouste Gulbenkian

• Fundação EDP• Municipaçity of Cascais• Municipality of Lisbon

• Portugal Inovação Social

Organizations

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9. FINANCING AND INVESTINGSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Traditional Social Financing

Social Investment

Commercial Investment

Credit and risk capital

• ANJE & Caixa Geral de Depósitos• Banco Santander-Totta• BPI - Banco Português de

Investimento• Caixa Capital

• Caixa Económica Montepio Geral• Caixas de Crédito Agrícola Mútuo• CGD - Caixa Geral de Depósitos• Faber Ventures• Fundo bem comum

• Interrisco• Millennium BCP• Montepio• Portugal Ventures• Programa "Social Investe" (IEFP)

Organizations

10. SPECIALIZED SERVICES

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10. SPECIALIZED SERVICESSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Marketing, Design, Accountancy, Communication and Consultancy Services

Inspiração

Excelência

Rede

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10. SPECIALIZED SERVICESSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Training Organizations

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10. SPECIALIZED SERVICESSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Talent and Recruitment

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10. SPECIALIZED SERVICESSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Labels & Certification Systems

Although there are no labeling schemes or certification systems for social enterprises or social initiatives as such in Portugal, the IES–Social Business School has two different certifications in the field:

A certification awarded to good practices of innovative social initiatives – Iniciativa

ES+.

A certification for companies that are using the power of business to solve social and

environmental problems.

11. USEFUL RESOURCES

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11. USEFUL RESOURCESSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Research Notes, Studies and Publications

Social Investment Lab publications

A3S publications

Fundação Francisco Manuel dos Santos

Plataforma ONGD

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11. USEFUL RESOURCESSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Tools

The Social Entrepreneur Guide to Changing the World (PT; EN)

GEOfundos (online platform; PT)

DYI Toolkit (EN; PT)

Social Value Generator (EN; PT)

12. A SOCIAL BUSINESS SCHOOL

SchoolIES-SBS

Social Innovation

Lab

Social Investment

Lab

SocialBusinesses

Lab

Business school focused on social

innovation and entrepreneurship

Identification and recognition of innovative and

sustainable social solutions

Knowledge centre on social investment

Promotion of private sector as a

contributor to social change

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12. A SOCIAL BUSINESS SCHOOLSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Inspiration Value Creation

Knowledge Excellence

NetworkInnovation

MissionInspiring and empowering for a

better world through Social Entrepreneurship

VisionBe the reference in Social Entrepreneurship for the

Portuguese speaking countries, promoting innovation,

knowledge, learning and social impact.

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20132012201120102009 2014

• Social Entrepreneurship Congress;

• Articles’ production and publication;

• ES+ Methodology development;

• First 5 initiatives recognized as ES+ (Cascais).

• ES+ Methodology applied in Vila Real;

• Launching of the first executive training;

• “Professional Citizenship” University course (Nova School of Business and Economics).

• Launching of the first training programs IES powered by INSEAD;

• Mentoring program for social entrepreneurs;

• ES+ Methodology applied in Porto.

• MIES – Mapa de Inovação e Empreendedorismo Social, at a national level;

• Implementation of IES Mozambique (application of the ES+ methodology in Maputo).

• Several partnerships with Universities and polytechnics

• Launching of ‘Social Entrepreneur’s guide to changing the world” (Portuguese version).

• Positioning IES as a Social Business School;

• Alumni network reaches 1000 alumni;

• Launching; Social Innovation Lab, Social Investment Lab and Social Business Lab.

As the first player in Portugal for Social Entrepreneurship, we promote the concept and work every day for its development.

12. A SOCIAL BUSINESS SCHOOLSOCIAL ENTREPRENEURSHIP IN PORTUGAL

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12. A SOCIAL BUSINESS SCHOOLSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Positioned as Social Business School, IES-SBS aims to be the reference in the production, management and dissemination of knowledge on Social Entrepreneurship, as well as in the training and mobilization of all the impact of agents through a complementary and articulated offer of products and services.

Training of impact agents.

Community

Management

Expanding the frontier of

knowledge.

Building vibrant learning

communities.

New models;

Articles.

New areas of

developmentManuals;

Codifying products.Roadmaps

Researchers’ network (IES-SBS fellows’ network to scale knowledge)

Knowledge Management(making available and disseminate SE resources and contents)

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12. A SOCIAL BUSINESS SCHOOLSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Knowledge is the basis of the different school programs and services, contributing to affirm the agenda for a Impact Economy.

Open Programs

Training programs that accompany the entire life cycle of the initiatives and social entrepreneurs to potentiate their impact capacity and efficacy.

Customized Programs

Customized training programs to the private, public and social sectors, and academia.

Community Management

Maintaining the growth of the social entrepreneurship movement with alumni and creating local units to promote the practice of social entrepreneurship.

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12. A SOCIAL BUSINESS SCHOOLSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Bootcamp01

Problem and Solution

S4I02

Organizational Growth

ISEP03

Solution Dissemination

01

02

03

04

05

06

07

08

09

10

Programmes according to the project life cycleIES powered by INSEAD

Programmes according to skillsManaging Impact Business Programme (MIB)

Innovation and

Competitiveness

Business Modelling

and Sustainability

Performance

Management and

Impact Assessment

Negotiation

Leadership

Communication

Marketing

Governance

Design Thinking

Investment Evaluation

and Cash Flow

Management

Social

Entrep.Behavioural Technical

Type of skill

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Customized training

ACADEMIA

Social and environmental needs and challenges

Identification of solutions for

dissemination and funding

Analysis of the impact at local

and regional level

Training and empowerment at

local and regional level

Maximizing results and resources

optimization

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12. A SOCIAL BUSINESS SCHOOLSOCIAL ENTREPRENEURSHIP IN PORTUGAL

ES+ Methodology

A dynamic methodology that identifies the social strengths and weaknesses, the ecosystem of reference people and organizations and certifies, with the support of an external panel of experts, the initiatives with a high potential of social innovation and entrepreneurship.

The ES+ methodology was applied:

• Administrative units: municipality of Cascais (2009), district of Vila Real (2010) and municipality of Porto (2011), regions of North, Centre and Alentejo (Portugal, finalized in 2015), city of Maputo (Mozambique, finalized in 2012).

• At specific Programs and Organizations: Programa Escolhas (2011), Portuguese Red Cross (2012).

• 256 initiatives certified as ES+, in Portugal and Mozambique (www.mies.pt).

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12. A SOCIAL BUSINESS SCHOOLSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Management Support

Support to organizations and investors, to improve the readiness of the projects to capture social investment and maximize their impact in the daily practice.

Viability Studies

Development of viability studies on social investment projects, in different areas, including themes such as institutionalization of children and youngsters, youth employment, elderly population, education, health and justice.

Social Impact Bonds

First social impact bond in Portugal

• A coding project “Academia de Código Júnior” directed at 3rd and 4th school years, to improve the retaining taxes and scholar grades, in three public schools of Lisbon municipality.

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12. A SOCIAL BUSINESS SCHOOLSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Support to organizations, investors and public sector entities on the development and structuring of social impact bonds.

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12. A SOCIAL BUSINESS SCHOOLSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Social Corporate Entrepreneurship

Development of Social Corporate Entrepreneurship projects with enterprises to create new and innovative business models that generate simultaneously a social, environmental and economic return.

SCE TrainingDisruptive training programs with employees and stakeholders, in order to find innovative ways to generate impact business models for companies.

In partnership with :

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In partnership with :

12. A SOCIAL BUSINESS SCHOOLSOCIAL ENTREPRENEURSHIP IN PORTUGAL

B Corp Movement

Certification of enterprises and companies as B Corps, companies that redefine the concept of success in business and are committed with the creation of solutions that contribute to the resolution of social problems.

Main results

• Development of the Impact Business Bootcamp Program (IBB) for Portuguese companies;• Launched one of the biggest competitions of Impact Businesses on a global level (Best Companies to

…), upgrading and leveraging the status of social entrepreneurship;• Support to the development of the first initiative of Corporate Social Entrepreneurship in Portugal

(Clube PHDA).

13. A WORK IN PROGRESS

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13. A WORK IN PROGRESSSOCIAL ENTREPRENEURSHIP IN PORTUGAL

Social Entrepreneurship is an evolving field, growing and expanding every day, with new entrepreneurs, new ideas and innovation.

There is the constant need to monitor and update this living movement.

If you have any ideas, contributions and/or suggestions to improve this roadmap, please feel free to send it to: info@ies-sbs.org

14. ACKNOWLEDGEMENTS

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14. ACKNOWLEDGEMENTSSOCIAL ENTREPRENEURSHIP IN PORTUGAL

This work was possible thanks to the active participation of experts on social entrepreneurship, such as professionals, researchers, social entrepreneurs and other practitioneers.

We would especially like to thank:

• Ana Melro

• António Miguel

• Armando Guimarães

• Carlos Azevedo

• Cristina de Botton

• Cristina Parente

• Diogo Silva

• Eduardo Sousa

• Filipa Almeida

• Filipa Carlos

• Hélder Sampaio

• Liliana Oliveira Ribeiro

• Miguel Alves Martins

• Miguel Pavão

• Nuno Frazão

• Pedro Tunes

• Ricardo Pereira

• Rodrigo Rodrigues

• Rogério Roque Amaro

• Tiago André Ferreira

IES-Social Business School

CASCAIS | PORTO | MAPUTO

ies-sbs.orgfacebook.com/IES.SBS

+351 21 486 81 02