Capacity Canada 2015 Annual Report

STORIES OF SOCIAL PROSPERITY 2015 ANNUAL REPORT

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WE’LL TAKE THAT

CHALLENGE

SOCIAL PROSPERITY — WE’RE USING THIS PHRASE A LOT LATELY AT CAPACITY CANADA It’s a call to action from our partnership with FuseSocial, an organization that brings groups together to meet community needs in Fort McMurray, Alberta. Capacity learns as much from the people we work with as they do from us.

Our board governance boot camp model to strengthen leadership in the charitable not-for-profit sector serves as an example of Capacity’s commitment to social prosperity. It’s one of our foundational programs, launched in Waterloo Region in 2009 with support from Manulife.

As part of a National Capacity Building Strategy we’re developing thanks to the support of Suncor Energy Foundation, we have been able to take the boot camp on the road for the first time, to Fort McMurray and St. John’s, NL.

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Capacity also used the boot camp approach last November to bring organizations together at EvalU, a rethinking of evaluation that places the emphasis on quality of service, not just numbers of people served.

A good part of the credit for Capacity’s ability to grow last year goes to the Lyle S. Hallman Foundation. An unrestricted operating grant enabled Capacity to seek new opportunities, broaden our services and welcome new supporters. It freed us to innovate.

Cathy Brothers, CEO

BOARD OF DIRECTORS

Meanwhile, our foundational programs are rock-solid. MatchBoard, Capacity’s long-running board-recruitment strategy with Manulife, has been such a success in Waterloo Region and Toronto that we are setting up a program at Manuvie in Montreal this year.

Capacity’s work in storytelling, mentoring and peer-to-peer networking for leaders puts even more knowledge and energy into social prosperity.

Steve Farlow, Chair

Terry Reidel

As we set out on our partnership in Fort McMurray, FuseSocial gave us a task: make social prosperity matter.

Move the conversation of community well-being beyond housing starts and jobs created. Loop in the countless improvements — most of them unseen and unsung — that charitable not-for-profit organizations add to the social prosperity of the community.

Joanna Lohrenz

Challenge accepted. Gladly.

Joe Sehl

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STRENGTH TRAINING

FOR LEADERSHIP Bold decisions come from great decision-makers. Capacity’s Manulife Board Governance Boot Camp program brings together leaders of charitable not-for-profits — board chairs and top administrators — to work on the skills needed to create innovative organizations.

SOCIAL PROSPERITY COMES FROM STRONG, CONFIDENT AND WELL-INFORMED DECISION-MAKING

More than 250 participants have gone through the boot camp since the first one was held in Waterloo Region in 2009 with Manulife as our sponsor.

Last year, in partnership with FuseSocial and the Suncor Energy Foundation, the governance boot camp concept expanded west, to Fort McMurray, AB. Capacity held a boot camp in St. John’s, NL. in May this year, working with the Foundation and Community Sector Council Newfoundland and Labrador.

“This partnership with Capacity Canada has amplified our impact,” says Bonnah Carey, FuseSocial’s chief social entrepreneur. “We are able to spend more time getting the right people together, knowing the information and training brought by Capacity Canada are top-notch.”

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GETTING, AND GIVING BACK

Manulife executive Manjubasini Raveenthran wanted to volunteer. It was just a matter of finding something that fit.

MATCHBOARD HAS ARRANGED 92 MATCHES IN WATERLOO REGION AND TORONTO IN FOUR YEARS

“It made complete sense to me, and seemed like a win-win,’’ Raveenthran says of her first MatchBoard meeting in 2014. "There were people there who really care about finding the right opportunity for you."

MatchBoard, a Capacity Canada partnership with Manulife, links Manulife employees with volunteer opportunities on the boards of charitable not-for-profit agencies. Informed connections between the skills of volunteers and the needs of boards advance social prosperity.

More than 150 Manulife employees have enrolled with MatchBoard since the program began in 2012.

MatchBoard has made 92 matches with organizations in Waterloo Region and Toronto. The program is expanding to Montreal’s Manuvie offices this year.

Capacity plans to run similar programs with other companies.

Raveenthran joined the board of CatalystsX, a Toronto-based organization that helps young people create social enterprises. Board work makes her a better leader, she says.

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TECH MEETS

SOCIAL PROSPERITY IT’S LIKE HAVING A COACH IN YOUR POCKET Capacity Canada’s board-governance app is a goanywhere, use-anytime training program available on smartphones, tablets and laptop or desktop computers.

Built on an e-learning platform developed by Axonify, a Waterloo tech company, the app engages users with short quizzes.

Axonify’s expertise in brain science ensures the content sticks. Gamification adds the incentive of friendly competition among teammates taking the same training.

Capacity unveiled the app in Fort McMurray last November. More courses are in development.

“Axonify is proud to work with Capacity Canada as its first partnership in the charitable not-for-profit sector,” says Carol Leaman, Axonify’s president and chief executive officer. “Capacity is a forward-thinking organization that has chosen to embrace the latest technology to bring efficiency, consistency and fun to e-learning in the area of board governance.”

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EVALUATION? WE CAN HELP Always looking for something to improve, Capacity Canada is changing attitudes about evaluation.

“I think adopting a culture of evaluation through a learning lens can help an organization grow,’’ says Geetha Van den Daele, a Capacity executive in residence (EIR) who works on evaluation projects.

“It opens up new opportunities and possibilities for an organization to achieve its mission.”

Evaluation shouldn’t be a year-end scramble to collect statistics. Capacity sees it as a culture of continuous improvement and innovation.

IT IS SOCIAL PROSPERITY MEASURED BY OUTCOMES RATHER THAN OUTPUTS

It is social prosperity measured by outcomes rather than outputs.

With funding from Ontario’s Ministry of Citizenship, Immigration and International Trade, Capacity held its first evaluation boot camp in November 2015. Six more are planned in 2016.

Capacity’s EIRs also help single organizations with their evaluation needs.

An e-learning app for evaluation is in development.

What feeds the content in Capacity’s workshops, boot camps and consultations?

Where does Capacity get new ideas?

Evaluation, of course.

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A LITTLE ADVICE GOES

A LONG WAY ORGANIZATION AND DELIVERY: THE TWO AREN’T NECESSARILY THE SAME Capacity Canada helps bridge that gap to build social prosperity among charitable not-for-profits.

Kawasaki Disease Canada came together formally as a non-profit thanks to some good advice from Cathy Brothers and Andrew Wilding, Capacity’s chief executive officer and director of operations respectively.

“They helped us validate where we were going and focus our resources on what was really important,” says Elizabeth Heald, a co-founder of Kawasaki Disease Canada.

Organizers of Cambridge Live Music (CLM), which promotes events for musicians in the city, connected with Wilding through a contact at Communitech, a startup incubator in Waterloo Region.

“We had a mission in mind, but the structure of the organization — we weren’t sure where we were going to take it,” says CLM co-founder Ted Ferris. “Andrew helped us figure out what we needed to do to organize ourselves into a not-for-profit group.”

Capacity also runs peer-to-peer programs, bringing executives of charitable not-for-profits together to share practices, and leave no idea unturned in the pursuit of social prosperity.

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CREATEATHON HIGH IMPACT ON LITTLE SLEEP In the calendar of MennoHomes Inc., a builder of affordable housing in Waterloo Region, this is a big event: a countryside bikeathon.

After five years, though, Out-Spok’n needed a marketing tune-up. Help came from CreateAthon — a partnership involving Capacity Canada, Conestoga College’s School of Media and Design and Alchemy, a design firm in Guelph.

Matt Miller, an executive in residence at Capacity, leads this important collaboration.

“We would have recirculated the old stuff because we don’t have resources for that,” says Dan Driedger, executive director of MennoHomes. “CreateAthon allowed us to do what we couldn’t have done otherwise."

CreateAthons around the world boost social prosperity by providing charitable not-for-profit agencies with free marketing work, usually produced in a blitz over 24 hours. The output begins with ideas and ends with finalized files for brochures, logos and website improvements.

Graphic design students at Conestoga College produced fresh, finished branding and communication concepts for 12 organizations at CreateAthon 2015 Waterloo Wellington (Oct. 22-23). It’s one of the largest CreateAthons in North America.

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MEET THE

TEAM

Our office is small, but our “staff’’ is large and committed to excellence.

Capacity Canada has few full-time employees. To run its workshops, boot camps and networking sessions, to meet with people who lead charitable not-for-profits — or people who plan to someday — Capacity Canada calls on its executives in residence. These men and women bring their expertise to Capacity on an as-needed basis. The skills they share range from marketing, leadership training and e-learning, to graphic design, storytelling and grant-writing.

DIFFERENT BACKGROUNDS, SAME OBJECTIVE: FUEL SOCIAL PROSPERITY

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CAPACITY’S

EXPERT ADVISORS Cathy Brothers

Bob King

Matt Miller

Chief Executive Officer; mentoring, network-building cathy@capacitycanada.ca

Financial mentoring, MatchBoard bob@capacitycanada.ca

Marketing, brand identity, graphic design matt@capacitycanada.ca

Andrew Wilding

Communications, storytelling christian@capacitycanada.ca

Director of operations; mentoring, startup advice andrew@capacitycanada.ca

Lynn Randall Social innovator, strategy builder lynn@capacitycanada.ca

Shubhagata Sengupta Digital Media Co-ordinator; web design, digital media shub@capacitycanada.ca

Geetha Van den Daele Program evaluator geetha@capacitycanada.ca

Dan Weber Program development dan@capacitycanada.ca

Kathi Dodson

Christian Aagaard

Don McDermott MatchBoard, board governance don@capacitycanada.ca

Jennifer Vasic Evaluation projects jennifer@capacitycanada.ca

Megan Conway Evaluation, strategic partnerships megan@capacitycanada.ca

Moira Taylor MatchBoard moira@capacitycanada.ca

Sandra Hanmer

Jo-Anne Gibson

Coaching, mentoring, policy development sandra@capacitycanada.ca

MatchBoard, leadership coaching jo-anne@capacitycanada.ca

Stephen Swatridge

Lucie Allard

Board governance, leadership stephen@capacitycanada.ca

MatchBoard (Montreal) lucie@capacitycanada.ca

Violetta Ilkiw

Marion Thomson Howell

MatchBoard violetta@capacitycanada.ca

E-learning, governance marion@capacitycanada.ca

Accountant kathi@capacitycanada.ca

PHOTO OPPOSITE (From left to right) Front row: Christian Aagaard, Kathi Dodson, Julia Coburn, Shubhagata Sengupta, Geetha Van den Daele, Marion Thomson Howell, Lyn Royce & Jeff Nesbitt Back Row: Violetta Ilkiw, Lynn Randall, Andrew Wilding, Jennifer Vasic, Matt Miller, Megan Conway, Don McDermott, Jo-Anne Gibson, Cathy Brothers, Fred Galloway, Sandra Hanmer, Dan Weber, Catherine Lang, Bob King, Moira Taylor, Stephen Swatridge & Shannon Weber

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CAPACITY CANADA

AS MUCH A LEARNER AS A TEACHER IN CLOSING CAPACITY CANADA’S ANNUAL REPORT FOR 2015, WE’LL GIVE THE LAST WORD TO THREE PROJECTS: TWO IN WHICH CAPACITY PLAYS A PART, AND ONE THAT WE ARE WATCHING CLOSELY

Year of Code Waterloo Region (YoCWR). Led by Stephanie Rozek, YoCWR is a social enterprise that demystifies technology and encourages people to try coding — the languages behind computing. YoCWR’s HackerGrrlz program, for example, brings together women in technology with girls in grades 4-8 to inspire a lasting interest in tech careers.

The National Capacity Building Strategy.

Capacity’s own Lynn Randall leads this project, supported by the Suncor Energy Foundation, in communities where Suncor Energy ranks as a major employer. By sharing ideas and knowledge, social-profit agencies in these communities grow stronger and more resilient to change. Capacity’s board-governance boot camps with FuseSocial in Fort McMurray, and Community Sector Council Newfoundland and Labrador in St. John’s, show the Strategy at work.

The Wood Buffalo Strategy Roadmap. This belongs to our FuseSocial friends in Fort McMurray, but it has huge potential for better decision-making in the charitable not-for-profit sector across the country. Using surveys and government open data, FuseSocial’s Bryan Jackson has mapped the threads that connect organizations in his community. Not just the obvious connections; the tiny ones, too, that ordinarily go unnoticed. The Roadmap reads like a blueprint for social prosperity. It’s an amazing story.

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CAPACITY CANADA

STATEMENT OF OPERATIONS AND CHANGE IN NET ASSETS FOR THE YEAR ENDED DECEMBER 31, 2015 – AUDITED 2015

2014

Donations

429,548

150,645

Fee for service

148,669

171,143

Grants

390,227

395,953

3,495

0

971,939

717,741

Salaries and benefits

435,195

331,108

Contracted services

262,030

116,544

Administration

38,812

21,293

Meetings and conferences

63,706

38,921

Educational events

51,630

135,422

50,1 2 1

14,010

Marketing and promotion

21,154

22,061

Professional fees

16,215

12,126

Gifts to other charities

5,1 10

0

Amortization of property and equipment

4,565

1,691

948,538

693,176

23,401

24,565

106,906

82,341

$130,307

$106,906

INCOME

Interest income

EXPENSES

Technology

EXCESS (DEFICIT) OF INCOME OVER EXPENSES NET ASSETS - beginning of the year NET ASSETS - end of the year

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THANK YOU TO OUR

SUPPORTERS

evergreen Di gi t al

M ark et ing

TWIN CITY DWYER PRINTING CO. LTD. WWW.TCDPRINTING.COM DESIGN + MARKETING GROUP

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Mandy Dennison

Manulife

Reg Snyder

Employment & Social Development Canada

Sarah Martin Nancy Mattes

Social Prosperity Wood Buffalo

David McCammon

Karen Spencer

Mary Joy Aitken

Evergreen Digital Marketing

Microsoft

Alchemy

Steve Farlow

Suncor Energy Foundation

ASCEnt

Roger & Cathy Farwell

Bob & Judy Astley

Harry Froklage

Astley Family Foundation

Fred Galloway

AV Ontario

David & Pat Graham

Jim & Sandy Beingessner

Jonathan Grover

Blackberry

Chris Howlett

Ontario Trillium Foundation

Don Bourgeois

Sabira Hudda

Alan Quarry

Cathy & John Brothers

IBM Canada

Lynn Randall

Alex & Trish Brown

Tim Jackson

Tupper Cawsey

David & Jan Jaworsky

Regional Municipality of Waterloo

Communitech

Sheri Keffer

Christian Aagaard & Laura Manning Lorna Aberdein Accelerator Centre

Conestoga College

Google

Mark Hallman

Matt Miller Mike Murray Barb Muise Kathi Must Ontario Ministry of Citizenship, Immigration & International Trade

Terry Reidel Dorothee Retterath

Bill Creighton

The Kitchener & Waterloo Community Foundation

Ruth Cruikshank

Anne Lavender

Ken Seiling

Deborah Currie

Beth Lautenslager

Shubhagata Sengupta

Wendy Czarny

Louise Leonard

U. Lynda Schertzer

Mary D’Alton

Libro Credit Union

Katharine Schmidt

Jan d’Ailly

Joanna & Ray Lohrenz

Jason Shim

John Dinner

Lyle S. Hallman Foundation

Slack

Cowan Foundation

Maria de Boer

Christine Rier KE Lyn Royce

Glenn Smith

Diane Stanley-Horn Stephen Swatridge Moira & Roger Taylor Tivoli Films Twin City Dwyer Printing Two Blonde Chicks Design + Marketing Group Karin Voisin University of Waterloo Wallenstein Feed Charitable Foundation Mark Weber Tracey Weiler Harry Whyte Wilfrid Laurier University Frances R. Westley Vivian Zochowski

@capacitycanada | www.capacitycanada.ca Accelerator Centre, 295 Hagey Boulevard, Waterloo, ON N2L 6R5 519.513.2606 Charity # 81658 9287 RR0001