Social
Experimentation for Active Ageing
Project
presentation
Project Introduction
Project Objectives
Evaluation Framework
Project Management
Project Partners
Project Actions
Project Documentation
Introduction
The overall aim of this
project addresses the social needs of older people by seeking to
improve social policy in relation to the social and economic activation
of older people who are not being reached by current policy measures.
Local and national level research has highlighted a number of factors
that underlie the limited impact of current policy interventions:
- Lack of information
- Skills miss-match
- Limited impact of current initiatives
- Isolation and disengagement
- Lack of incentives
- Lack of motivation
- Discrimination and stereotyping
- Poor communication with target group
- An institutional culture that sees the group as
“waiting for retirement”
- Lack of integration and co-ordination of policy
at local/regional/national levels.
Top
Project Objectives
The project has the
following objectives:
- To undertake four pilot social experimentation
action research evaluation based small scale interventions in four
locations in 3 member states (Prague, Czech Republic); Edinburgh
(semi-independent region of Scotland),Maribor (Slovenia) and
Herefordshire (UK) to generate possible improvements to current policy
.These social experimentation action research pilots will have the
common key features:
- Establishment of a Local Action Research
Group (LARG) in each of the four locations. Key players in these
LARG’s have already agreed to take part. Letters of
commitment from local authorities, ESF managing authorities,
NGO’s, employment services are attached as additional
documents to this application. These LARG’s are
multi-sectoral and multi-level governance in make-up.
- Each LARG also has identified a local
evaluator. In all cases these are researchers/evaluators with
established track record.
- Each LARG will undertake the following key
actions:
- Undertake a base line study which
captures the current policy context in the targeted areas and its
impact on the targeted group.
- Implement a small scale social
experimentation which is action research based .This will have a key
features of having user involvement as a key element in the
research/evaluation methodology.
- Produce a local evaluation report which
covers the evaluation of the local social experimentation and makes
recommendations in relation to implications for policy in relation to
the target group.
- Participate in a transnational programme
to develop a transferable methodology and framework for evaluating
social experimentation actions.
- Undertake local/regional /national
dissemination.
- To undertake a transnational exchange and
development programme. The goals of the programme are:
- To develop a transferable methodology and
framework for evaluating social experimentation actions.
- To support mutual learning and capacity
building.
- To realise these two goals the transnational
exchange and development programme has the following key elements:
- Three transnational workshops which will
bring
together members of the four LARG’s, including the local
evaluators and LARG co-ordinators. The first workshop would centre on
developing a shared methodology and framework for evaluating the four
social experimentation actions. This would be
“tested” at
local/regional level. The second transitional workshop would bring
together the same delegates in order to share issues and lessons
emerging for the social experiment actions and their evaluations. The
final workshop would bring together the same delegates to share their
draft evaluation reports and implications for policy emerging.
- One transnational dissemination conference
to
ensure that the outcomes of the project are widely shared especially
targeting EU institutions and EU networks connected to the policy
issue(s).
- The process would be supported by a
transnational
evaluator who would also work as a “co-ordinator “
for the
local evaluators and establish a series of web-based and telephonic
discussions between them in relation to preparing materials for the
transnational programme.
Top
Evaluation Framework
Local
Evaluator
Local evaluators are required to undertake the
following actions/activities:
- To participate in their local LARG group
- To work with other local evaluators and the
transnational evaluator in developing a common methodology and
framework for undertaking the local evaluations of the local pilots.
This needs to ensure involvement of « users ».
- To undertake the production of a base line
study report
- To participate in and contribute
to four transnational workshops
- To Produce interim and final evaluation reports
- To participate in 5-6 telephone/online
Conferencing events during the life of the project. These would involve
other evaluators, transnational evaluator and local co-ordinators when
required.
- Cooperate with local coordinator to determine
who needs to be involved in the evaluation process (LARG, other
stakeholders, target group)
- Define evaluation objectives and questions
together with local coordinator and other LARG members
- Propose an evaluation plan to the to
the local coordinator and other LARG members and to other
local evaluators and transnational evaluator
- Collect all files, reports, publications and
any other relevant information needed for implementation of the
evaluation
Transnational Evaluator
The transnational evaluator is required to
undertake the following actions/activities:
- To co-ordinate the work of the local evaluators
- To work with other local evaluators in
developing a common methodology and framework for undertaking the local
evaluations of the local pilots. This needs to ensure involvement of
« users ».
- To support the development of a common approach
for the production of local base line studies
- To participate in and contribute
to four transnational workshops
- To produce an interim progress
report and final transnational evaluation report
- To co-ordinate communication with other local
evaluators through 5-6 telephone/online Conferencing events
during the life of the project . These would involve local
co-ordinators when required.
- Create an online good practice data base (case
studies, reports, links etc)
- Liaise with project co-ordinator.
Top
Project
management
Project
co-ordinator
Saad, Haroon
Contact Details:
QeC-ERAN
Rue Vieux
Marché aux Grains, 48
1000 Brussels
Belgium
Tel: +32 (0)2 524 45 45
Fax: +32 (0)2 524 44 31
E-mail: hsaadqec-eran.org
Top
Partners
Lead Partner:
Edinburgh
Chamber of
Commerce
United Kingdom:
PISCESwm
– Partnerships
in Social and Community Enterprise in Social care
Czech Republic:
Research
Institute for Labour and Social
Affairs
Slovenia:
Economic institute Maribor, Human Resource Development Centre
The
Association of Societies for Social
Gerontology of the Republic of Slovenia
Top
LARG
In each of the four
partner locations there will be established a Local Action Research
Group (LARG). These LARG’s are muliti-sectoral and
multi-level governance in make up. Each LARG also has identified a
local evaluator. In all cases these are researchers/ evaluators with
established track record.
First Meeting
The first meeting took place in Maribor 23-24
February 2010. Participants discussed the aims and objectives of the
project and agreed on a work programme for the coming six months.
Download documents:
Transnational Workshop in Edinburgh
The transnational workshop took place in Edinburgh 8-11 December 2010. Partners presented their baseline study reports, local action pilots and local evaluation methodologies.
Download documents:
Top
Project Actions
In relation to the above general
and specific contexts the following four social experimentation actions
have been identified:
Pilot
social experimentation in Czech Republic
Older unemployed people in the Czech
Republic are a specific group of
unemployed because of prevalence of some specific characteristics. The
problem is not their number but very limited routes back to the labour
market. Most of released older workers choose total withdrawal from
labour market to the economic inactivity if they are eligible for
pension benefits (early retirement, old age pension after reaching
statutory retirement age, disability pension). If older person becomes
unemployed, it is usually for rather long time and it is extremely
difficult to bring him/her back. Reasons for it are barriers on the
employers´ side as well on the side of older workers.
According to experiences of labour market
offices employees most of
older unemployed people miss motivation to further education. Older
people who lost their job often suffer from deteriorating psychological
wellbeing in terms of decreasing
self-confidence.
Active labour market programmes aimed at
older unemployed people based
on preferential treatment of this group of unemployed in different
schemes is not effective enough. Reasons of their very low
effectiveness are following:
- active labour market programmes in the
Czech Republic are financially and personally poorly developed,
- these programmes are not targeted enough
at unemployed older people,
- older people without paid employment are
not interested in part-time employment. Working time or working
organisation flexibility in the case of older people is not supported
substantially.
Experiences
of labour market offices confirm that providing support to
self-employment of unemployed people is rather effective way how to
employ them. This kind of programme is not usually aimed at older
people. We think that support of self-employment for older people with
adequate financial support, motivation, training and counselling could
be very effective in solving their unemployment.
|
Pilot social experimentation in Slovenia
The demographic picture in Slovenia is
similar to that of Europe – in the next 10 – 20
years we expect a great increase of the number of old people. Already
today this percentage amounts to an average of 14 to 15 %. So we are
facing the age of geronto-boom.
Raising the employment rate of older people
in Slovenia is also one of
the priorities of the labour market (by 2010 50% of the employment of
older) and data on employment shows slow but steady increase of
employment rates of older people. In the last two years, employment of
this population increased by only 2.7%. Employment rate for older women
increased very slowly, in 2007 it was 22.2% (2005 - 18.5%), while the
employment of older men was 45.3 % (2005 - 43.1%).
A comparison of registered unemployed
persons at the end of April 2009
with the previous year shows an increase in unemployment of 32.7 % in
Slovenia, 27.4 % in the area of the Regional Office Maribor and a 21.3
% increase in the area of the Municipality of Maribor. The majority of
unemployed in Slovenia and in the Municipality of Maribor are male
(50.7 %; 50.6 %), while in the area of the Maribor Regional Office
women are dominant with 50.5 %. In the age structure the highest share
belongs to unemployed persons between 50 and 60 years (28.2 % in
Slovenia and 26.5 % in the area of RO Maribor).
PROPSAL
Measures included in the Slovenian Strategy
for active ageing are still in the process of development.
Nevertheless, in recent years we have a lot of financed active labour
market programmes/measures for unemployed in the area of carrier
planning and job searching, but none of them specialised for people
over 50, although they have special needs in the tackled area.
The objective of our social experiment would
be to test new approach (programme “Active after
50”) to activate group of unemployed people over 50 back into
the labour market.
The program will be implemented as a pilot
in Podravje region (Maribor)
for a small group of elderly unemployed people. The results of a new
program will be compared to results of measure for the unemployed,
which is present running and financed under the Active labour market
policy, but not exclusively intended only for elderly unemployed.
“Active after 50”
programme will be “tailor made” according to the
needs of elderly unemployed people. Based on many years of experience
in working with elderly unemployed people, we have found out, that they
have:
- very low self-esteem,
- negative self-image,
- fear of any kind of change,
- consider themselves inefficient,
regardless their widespread working experience,
- belief that no work is available,
- illness or disability,
- weak social network,
- lack of information about possibilities
of education / training and employment,
- no awareness of the importance of
lifelong learning,
- low motivation for any activity (only
waiting for retirement),
- family responsibilities,etc.
If we would like to activate unemployed over
50 and motivate them for active employment, LLL and active ageing we
need to focus themes in the programme to their characteristics/needs
and as well to the needs of Slovenian labour market and demographic
situation.
The program will will consist of three
parts: an orientation phase, individual treatement and group sessions.
The
orientation phase. In this phase, which
will be carried out in the form of workshops, elderly unemployed people
will get to know the characteristics of the labour market, recognize
their potentials, strengthen their self-esteem, learn about modern
approaches to successful performance in the labour market, make their
personal folder (portfolio), etc..
After completion of the orientation phase,
individual treatment and group sessions will follow. Individual
treatment will be carried out in accordance to the needs
of individual,
at least 10 hours per person. Within face to face individual sessions,
mentor will support each individual to prepare action plan how to
improve her/his situation in the labour market.
The group sessions
will be carried out once
a week in the form of discussions, presentation of role models/good
practices, self-help groups, and will cover various themes, such as:
- health care,
- system of National Vocational
Qualifications,
- flexible types of work,
- mentoring,
- preparation for retirement, pension
legislation, reforms,
- how employers respond to the challenge of
an ageing labour force,
- etc.
By joining into programme elderly unemployed
people will:
- strengthen positive self image,
- gain additional knowledge and experience
from the field of active carrier planning and job search,
- establish new social contacts and
strenghten their social inclusion,
- improve their personal social capital,
- start to change the attitude to health,
LLL, employment,
- be prepared for active old ageing,
- etc.
|
Pilot social experimentation in Edinburgh
Context
Increasingly it has become more important
for organisations to
understand the impact of demographic ageing on their workforce and
customers/ clients so that solutions can be sought to address the
issues arising.
The challenges may relate to:
- creating an organisational culture that
values talent regardless of age
- workforce planning
- health and wellbeing of the workforce, or
- ergonomics and job design
Age management refers to managing an age
diverse, though increasingly ageing workforce and requires a
multi-disciplined approach, drawing from demographics, learning and
development, occupational health, work design/ergonomics, career
planning and a number of other disciplines.
Identifying the key age risks in organisations is a first step towards
understanding the business case for age management.
Examples of key age risks:
- Increasing mismatch between the
competencies and characteristics of the available labour pool and those
required
- Loss of operational knowledge caused by
exits and retirements
- Impaired productivity
- Falling or stagnating growth
- Declining health and wellbeing of workers
- Limited capacity amongst the
organisation’s managers and leaders to assess and respond to
the changed environment
Understanding fully the age related risks to
the organisation will enable a plan to be devised to mitigate, and so
far as possible eliminate, the identified risks.
The widespread adoption of good practice in
age management will help organisations to: adjust to the inevitable
ageing of their work forces; enhance the competitiveness and
productivity of their ageing work forces; improve the employability of
ageing women and men; assist in prolonging working life; and ensure
more equal opportunities between workers of different ages. There is,
then, a powerful economic imperative for age management in employment.
It will no longer be possible for employers to bank on a sufficient
supply of young workers: increasingly, they will have to confront the
ageing of their existing work forces.
Proposal
The Edinburgh partnership – led by
Edinburgh Chamber of Commerce and containing the City of Edinburgh
Council, the Employment Research Institute within Napier University and
also drawing on the shared working of the Edinburgh Joined up for Jobs
strategic partnership which contains the main policy and delivery
agencies locally – are looking to deliver a pilot that will
help intensify mutual learning amongst the various actors and should
facilitate the adaptation of public policies to evolving social needs.
The pilot project will be built upon:
- Researching the issues of age management
from the angle of national governments, regional and local governments,
social partners, employers, employees and those over 50 who are active,
but unemployed;
- Definition of the baseline situation with
regard to age management
- Research of appropriate methods to
address the issues identified (which we believe will contribute to
reinforcing EU social inclusion objectives)
- Development of an action plan to measure
the intended impacts of the appropriate methods in terms of impacts,
outputs and results
- Definition of a measurement system and
monitoring and evaluation framework
|
Pilot Social experimentation Herefordshire
This action will seek to establish what
methodologies and interventions
are being made to provide either employment of opportunities for
enterprise for people over 50 in one of England’s most remote
and poorest rural counties.
Traditionally the County has relied on
agriculture and much of its
employment has been directed towards this industry through a number of
small businesses. These, in turn, provided a great deal of the direct
employment of local people, often on low wages and without skills and
qualifications.
In recent years Herefordshire has seen an
outward migration of its younger population to be replaced by older
people enjoying early retirement or establishing their own home based
businesses using new technologies.
The recession throughout Europe has not only
affected incomes and investments but caused many of the small
businesses in the rural areas to retract and also close down.
There may have been, however, a counter
movement based on the fact that Tourism in England and particularly in
counties like Herefordshire may have benefited by more and more people
staying in this country.
The 5 Market Towns of Herefordshire,
excluding the City of Hereford itself, appear to be attracting more
leisure related businesses into their retail shops particularly cafes
and gift shops. Is this a short term phenomena populated by people over
50 looking for alternative ways of generating income?
The delivery of any service to remoter areas
of the County is extremely expensive and this particularly relates to
Information, Advice and Guidance around employment and enterprise.
Through the Worklessness task Group of the
County Council plus other vehicles, particularly the Federation of
Small Businesses which is particularly strong within the County the
action will seek to map out exactly what level of support and guidance,
particularly outside the traditional parameters of Job centre Plus is
being provided for people over 50 and what means of monitoring are
being used to assess levels of redundancy or alternatively Job
creation.Following the mapping a small scale social experimentation
action will be targeted at a random sample of the target group in order
to improve the impact of policy interventions in the rural areas.
|
Top
Project Documentation
EVALUATION FRAMEWORK
Top
With
support from the European Union *
*Sole responsibility lies with the
author. The
European Commission is not responsible for any use that may be made of
the information contained therein
|