Professional Documents
Culture Documents
Issue 19
September–October 2004
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Synergos
Global Giving Matters presents best practices and innovations in philanthropy and social investment around the
world. It is an initiative of The Synergos Institute’s Global Philanthropists Circle and the World Economic Forum,
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Following the merger that created the global services giant PricewaterhouseCoopers
(PwC) in 1998, the company began a quest for a new model of leadership training that
would build a worldwide network of executives able to capitalize on the diversity and
transnational nature of the firm's operations.
“It was clear that it was not going to be a standard business model with a standard
leader. We needed to take people outside of that box,” recalls Ralf Schneider, a PwC
partner based in Frankfurt who is head of the firm’s global talent development efforts.
Learning in Project Ulysses is designed to take place at multiple levels: at the indi-
vidual, team, and organizational level, according to Schneider. Knowledge gained is
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transferred back to the organization and its clients once returning team members
resume their jobs, and in their formal debriefing sessions with PwC's global leadership.
These sessions provide a feedback loop that permits PwC to continuously refine the
Ulysses model to better meet the requirements of leadership in a dynamic global
organization.
Schneider acknowledged, for example, that when Ulysses was launched, participants
were heavily weighted toward partners from the US and Europe. To address that
imbalance, PwC now tries to ensure the geographic and cultural diversity of each
team-a task made easier by the global pool it draws from: nearly 8,000 partners in
member firms in 768 cities in 139 countries. Candidates for participation in Project
Ulysses are nominated by the head of each of the company's territorial offices around
the globe based on the partner's leadership potential.
Last year, 14 PwC partners worldwide were selected to take part in four teams assigned
to projects in Belize, Zambia, Namibia and Moldova. Participation, which typically
involves a commitment of up to three months, including training, fieldwork and
debriefing, is a serious responsibility, on the part of both the employee and the com-
pany.
The mission of the team was to work with the Ya’axche Conservation Trust (YCT), an
NGO based in southern Belize, the local government, and the private sector in evalu-
ating the growth and income-generating potential of the eco-tourism market in the
region. Priorities for the team included building capacity in YCT, to better serve the
needs of the local indigenous Mayan residents. Economic conditions in southern Belize
are bleak, with 50% of the population unemployed and 75% earning less than $200 a
month.
On a personal level, McCann had to contend with unfamiliar and challenging living
conditions including an abundance of insects, barking dogs, getting around by bicycle,
and no air conditioning to temper the intense heat of his adopted home, Punta Gorda
(population 4,000), the largest town in the southern part of the country.
Despite challenging circumstances, and with only eight weeks to make an impact,
McCann says he and his colleagues “persevered and, as a team, delivered an out-
standing work product for our client." They located an international microgrant pro-
gram seeking a local partner in Belize, and wrote a proposal for YCT that would pro-
vide microfunding for 100 new and existing small businesses in the region over the
next two years.
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The Ulysses team also initiated a business training workshop for members of a Mayan
women's craft center, developed a business plan for YCT and its woodworking training
center, set up computerized accounting systems for the Trust, and evaluated revenue
generating opportunities for the Belize Forestry Department, according to McCann.
Along with his teammates from Thailand, Australia and UK, Dinu Bumbacea, a PwC
partner from Romania, worked with the Elias Mutale Youth Training Centre in Kasama,
its funding partner, the United Nations Development Programme, and project manager,
Africare. The team also spent two weeks in the Copperbelt area of Western Zambia,
assisting the UN Global Compact on a strategy for economic diversification of the
region. Bumbacea said the experience gave him new insights into operating in a multi-
cultural environment and team and dealing with the public sector.
Such support is built into the program in the debriefing process and during several
weeks of cross-cultural training and coaching before Ulysses team members go into the
field. "Without giving participants new frames of reference, they may risk being ‘devel-
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Mattar is a member of the World Economic Forum's Global Foundation Leaders Advisory
Group, and has been a featured participant in Synergos events such as University for a
Night, the Global Philanthropists Circle annual meeting in 2003 and GPC country visits to
Brazil. In the Schwab Foundation’s upcoming global summit on the future of social entrepre-
neurship November 4-6 in São Paulo, he will take part in a panel on the impact of government
policies on social innovation and entrepreneurship (www.schwabfound.org/global.htm).
Mattar recently spoke to Global Giving Matters about the growing corporate social responsi-
bility movement in Brazil, and the key role being played by the Ethos and Akatu Institutes in
moving that agenda forward.
Global Giving Matters: What was the state of corporate social responsibility when you founded
Ethos Institute?
Helio Mattar: Ethos was founded in February 1998 by a group of five businessmen with
the leadership of Oded Grajew, now President of Ethos and a founder of the World
Social Forum. Corporate social responsibility was not known as such at that time.
The most responsible companies were investing their private resources to support
work in the social arena, either through their own efforts, or through some NGO, and
already had a perception that, in order to have any socially transforming impact, it was
necessary to invest with a long-term vision. Others, were investing on a case-by-case
basis, with no long-term vision. There was no unifying vision of their relationship to
stakeholders and the question of a code of conduct, and values and principles were still
very rare at that point in time.
GGM: Has the movement caught on since then? What are some of the highlights in this
regard?
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Mattar: The movement has certainly caught on since then. When Ethos started, we
had only 11 companies associated. Nowadays, Ethos is an association of about 850
companies, with sales that correspond to the value of 35% of the Brazilian National
Product.
In my view, it was essential for the movement to catch the interest of the media to give
positive visibility to the early leaders of CSR. The most important business magazine
in Brazil, for instance, started a special issue on “good corporate citizenship” and gave
visibility to the best companies. Ethos also developed a mechanism called Indicators of
Social Responsibility (available on the Ethos website – www.ethos.org.br), that could
be used to evaluate the performance of companies in this regard.
GGM: What are the greatest challenges to effective CSR in Brazil right now?
Mattar: In my view, the greatest challenge is to involve consumers and investors in the
process of valuing companies, taking social responsibility into consideration. In Brazil,
both groups are already very sensitive to the role of companies not only as productive
agents, but also as important social agents.
For instance, when asked about the role of large companies, 44% of Brazilian con-
sumers say that in addition to producing goods and services, generating employment,
and paying taxes, companies should be guided by higher ethical standards, going
beyond what is demanded by law, and actively contributing to the development of
society.
This suggests that consumers already have a perception that the enormous power of
companies carries enormous responsibility. And, according to research of the Akatu
Institute, consumers are willing to punish or to reward companies based on their social
responsibility activities.
In order to deepen consumers and investors perceptions, Akatu was started within
Ethos three years ago. Akatu’s mission is to educate and mobilize people to be more
conscious in their consumption – to recognize that they have the power to choose
which companies to buy from on the basis of demonstrations of corporate social
responsibility.
More recently, another institution was started by Ethos, called UniEthos, to build
capacity for social responsibility. UniEthos works with managers in the corporate
sector on the concept and practice of CSR. The aim is to develop methods and tech-
nologies that may be transferred to universities and consulting firms in order to help
promote CSR in Brazil.
GGM: Your work with Akatu seems very complementary with the work of Ethos Institute. By
raising consumer consciousness of the value of sustainable goods and services, for example, you
can help keep the pressure on the business community to respond to the demand. Was this delib-
erate on your part in founding Akatu and Ethos?
Mattar: Indeed, it was deliberate that the same group of businessmen who co-founded
Ethos three years ago decided to found Akatu. My perception was that there would be
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a limit in the investment of time, energy and money in CSR on the part of companies,
if the consumers and investors did not consider CSR as important as price, quality, dis-
tribution, innovation and service in their purchase and investment decisions.
Akatu is working on a system that will enable companies to show what they are doing
in the area of corporate social responsibility, using the present state of CSR in Brazil as
a reference point. In this way, the best companies will have an opportunity to demon-
strate to consumers that they have a higher than average CSR and be rewarded for
that.
As a follow up to this work, we are doing research to identify what issues in CSR are
most important to consumers and create a scale that would allow companies to be cate-
gorized in four or five different groups according to their performance in CSR. The
aim is to provide a mechanism for consumers to compare companies and to take CSR
into consideration in their acts of consumption and investment.
GGM: Ethos Institute took part in the Global Compact Leaders Summit in New York in June
2004. Can you describe the Institute’s involvement in this effort?
Mattar: Ethos became active early on in the Global Compact as part of a strategy to
involve Brazilian companies on a global basis in CSR. There will be no corporate social
responsibility movement if it is not a global movement. Toward this end, Ethos was
able to have more than 200 Brazilian companies committed to the Global Compact in
the first year of its operation. In June, Ethos participated in the New York summit,
reported on developments in Brazil, and helped establish the Global Compact's tenth
commitment in the area of corruption (www.unglobalcompact.org ).
September–October 2004 7
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tive clients without access to financial services. The partnership, which aims to help
Jamii Bora grow from 70,000 to over 500,000 clients, includes a $1 million line of
credit and a $200,000 grant for staff training, and advanced computer systems to sup-
port their planned expansion. Jamii Bora was launched when 50 street beggars pleaded
with Ingrid Munro, an African-based UN housing expert, to help them improve their
lives. Many of those helped by Jamii Bora come from Nairobi’s Mathare and Soweto
slums; the Kenyan MFI is unusual in that its staff is composed almost exclusively of
previous borrowers with a firm understanding of clients’ needs. Unitus has partnered
with MFIs in India and Mexico, helping them double the number of families they
serve. Mike Murray and Unitus were profiled in the February-March 2003 issue of
Global Giving Matters.
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tion, and to defend scholarship and freedom of thought around the globe,” Kaufman
said. (Institute of International Education, September 15, 2004)
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information for society – business, government and civil society – at its annual University for a Night
(www.universityforanight.org )event in New York on November 16, 2004. In an evening
global givers
of strategic and substantive discussion, participants will debate how best to address the
Links to websites with multiple and interconnected social and economic challenges that threaten peace and
more details are available prosperity. Participants will meet over dinner for focused discussions on specific topics
at the online edition of
Global Giving Matters at
under the theme Innovative Approaches to Complex Global Problems. These dinner discus-
www.globalgivingmatters.org sions are led by over 50 “Distinguished Faculty” – leaders from around the world with
particular knowledge and experience to share.
Plenary speakers will include Norwegian Prime Minister Kjell Magne Bondevik; Mario
Conejo Maldonado, Mayor of Otavalo, Ecuador; Louis Willem “Tex” Gunning, President
of Unilever Bestfoods, Asia; and Noeleen Heyzer, the first Executive Director from the
South to head the United Nations Development Fund for Women (UNIFEM).
David Rockefeller and Richard Gere will present the Synergos 2004 Bridging
Leadership Awards: the honor for individual leadership will go to John C. Whitehead,
Chair of the Lower Manhattan Development Corporation and former US Secretary
of State. For organizational leadership, the award will go to the Foundation for
Community Development (FDC) of Mozambique, and will be accepted by FDC
Chairperson and former First Lady of Mozambique and of South Africa,
Graça Machel.
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Global Giving Matters does not present solicitations of support for particular
initiatives or organizations.
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September–October 2004 13