CareTech Foundation Trustees’ Report 2019 >> Diversity, Equity and Inclusion
The Foundation is fully committed to promoting Diversity, Equity and Inclusion across all aspects of its work:
- The Foundation recognises that people from different backgrounds bring fresh ideas and a different approach which makes the way we work and learn more fun, more creative, more efficient and more innovative, bringing benefits to the organisation.
- The Foundation actively seeks to recognise, value and take account of individuals’ different backgrounds, knowledge, skills and experience to create a more productive and effective organisation.
- The Foundation seeks to ensure that all who work for and deal with us feel valued and welcome.
- The Foundation strives to ensure that everyone has access to the same opportunities in their dealings with the Foundation but recognizes that advantages and barriers exist for different individuals. The Foundation recognises that individuals have unequal starting places and that we must make efforts to correct and address such imbalance.
Jonathan Freeman, our CEO, was invited to join the Diversity, Equity and Inclusion of the Association of Charitable Foundations’ Stronger Foundations programme. The working group’s report Diversity, Equity and Inclusion: The Pillars of Stronger Foundation Practice was published in October 2019. The report sets out nine characteristics of excellent practice in a foundation, which include collecting data on diversity, implementing DEI practices in funding activities, and making itself accountable to those it serves and support.
Invests time and resources in understanding and defining diversity, equity and inclusion
Produces and reviews strategies that will implement DEI practiced
Collects, tracks and publishes DEI data on its own practices and performance
Has a diverse trustee board and staff team, both in terms of demographic
Reflects and implements DEI practices in its funding activities
Expresses its DEI commitment policies and practices publicly
Makes itself accountable to those it serves and supports
Uses its own power to advocate for and advance DEI practices
Collaborates with others to promote and implement DEI practices
The Foundation is well-placed in respect of the report’s recommendations but trustees will continue to push to be at the forefront of this work, which trustees consider to be integral to the Foundation’s mission and approach. The Foundation has published its Diversity Equity and Inclusion Statement on its website, which is still a relatively new approach for UK charities. In addition, we have implemented new monitoring information in respect of all grant applications which we will use in future to assess the success of otherwise of approaches.
The trustees and staff team have agreed the set of Values by which we wish our behaviours and actions to be guided. They are:
- Integrity of people and process, ensuring that we always operate at the highest standards of probity and good governance.
- Collaboration with partners and stakeholders, proactively reaching out to forge new relationships and building alliances to deliver greater impact.
- Empowerment of our beneficiaries and people, pushing decision-making down to the lowest levels possible so that people are in greater control of their lives and careers.
- Commitment to outcomes, focusing on delivering meaningful impact in all that we do.
Plans for the Future
The trustees have established a Strategic Plan for the Foundation which will deliver the following three over-arching strategic aims:
- Aim 1: The Foundation will be a well-structured, ambitious and clear-sighted organisation, delivering meaningful impact to communities in the UK and overseas
- Aim 2: CareTech plc and its staff and service users will be strongly supportive of the Foundation
- Aim 3: The Foundation will be delivering a unique contribution to the charitable marketplace in the pursuit of its charitable objects.
Over the course of FY2019/120, the Foundation’s Business Plan sets out a comprehensive set of objectives by which to support delivery of these strategic aims. Key priorities include:
- to continue to effectively manage a portfolio of major partnerships, ensuring that they deliver the impact expected and that there is
- a strong and trusting relationship between the Foundation and its partners;
- to continue to grow the number of applications to the Foundation’s small grants schemes, with a spread across all areas of CareTech plc’s operations;
- to ensure rigorous reporting and effective management of all current Partnerships, with well-evidenced impact evaluation plans and reports using the new Impact Assessment Framework informed by the updated Monitoring & Evaluation Report;
- to undertake the first annual review of the Foundation using the new Impact Assessment Framework;
- to effectively manage the demand for new Partnerships, ensuring that the Foundation has a pipeline of powerful and innovative opportunities;
- to continue to build the Foundation’s profile among its core audiences;
- to ensure that all necessary changes in the light of the Foundation’s incorporation run smoothly;
- to implement the action plan by which to further improve compliance with the Charity Commission’s Guidance for charities associated with non-charities; and,
- to implement the action plan by which to further improve compliance with the Charity Governance Code.