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GEMI SD Planner™ & SD Gateway User Manual

1. Building capacity for economic development in the communities regions and countries in which the company operates or would like to operate Sub Element 5 1 Stimulating Local Development Supporting economic development by partnering with local businesses hiring local staff and suppliers and contributing capital to investment vehicles that benefit community business growth Sub Element 5 2 Supporting Disadvantaged Communities Promoting the economic interests of lower income and underserved communities by providing access to jobs facilitating the transfer of knowledge and technology and encouraging entrepreneurship Environmental Element 6 Environmental Impact Minimization Minimizing and striving to eliminate the adverse environmental impacts and human health effects associated with operations products and services Sub Element 6 1 Emissions and Wastes Minimizing adverse environmental impacts and human health effects associated with air emissions wastewater discharges offensive odors excessive noise and solid and hazardous waste generation associated with operations including transportation and company vehicle use products and services Includes efforts such as process GEMI SD Planner amp SD Gateway Help Documentation 50 www GEMLorg SD Planner amp SD Gateway A Sustainable Development Planning Tool changes equipment changes material substitution changes in handling practices source reduction
2. The SD Planner tool does not require regular database maintenance If the system is slow it is usually due to a slow connection to the web server that is running the application However if you do encounter slow response or error messages your system administrator can use the Compact and Repair Database command in the mySQL database system GEMI SD Planner amp SD Gateway Help Documentation www GEMI org 47 SD Planner amp SD Gateway A Sustainable Development Planning Tool Appendix Definitions of Sub Elements Social Element 1 Employee Well Being Protecting and preserving the fundamental rights of employees promoting positive employee treatment and contributing to employee quality of life Sub Element 1 1 Employee Rights Respecting the rights of employees including their right to associate promoting diversity and supporting constructive dialogue between employees and employer Sub Element 1 2 Responsible Workplace Practices Promoting responsible workplace practices and positive employee treatment This includes taking no part in compulsory forced labor exploitation of children corporal punishment and physical abuse of employees Sub Element 1 3 Employee Health and Safety Promoting a healthy and safe workplace This includes compliance with occupational health and safety standards and practices management of health and safety risks in the workplace and employee training Sub Element
3. Practices Help NOTE Items marked with a have been modified from the original GEMI data Add new Practice Select Element Employee Well Being z Employee Well Being Prepare Compliance with laws Assessment of current practices Information gathering Response to stakeholder concerns Commit Formal commitment Proactive policies Focused programs Stakeholder dialogue Implement Management systems Comprehensive programs GEMI SD Planner amp SD Gateway Help Documentation www GEMI org Delete Delete Delete Delete Delete Delete Delete Delete GEMI SD Planner amp SD Gateway A Sustainable Development Planning Tool You can then drill down to each item to view the definitions and or edit them Edit Practice Help NOTE All fields with are Required fields Under Element Employee Well Being El Under Stage Prepare E Practice Name Identifying and complying with national and local laws governing business ethics Definition Save Changes Cancel Edit Cells Finally you can manage the specific cells in the system by using a series of drop down menus to select the element sub element stage and practice Cells Help NOTE Items marked with a have been modified from the original GEMI data Add new Cell Definition Action Select Element to goto Employee Well Being Y Select Sub Element Employee Rights Select Stage to goto SELECT Y Pre
4. Practices amp Cells In these areas of the admin tool you can add new elements and edit or delete existing information You will be able to modify the existing information that is standard when new companies are added into the system Please note that any changes that you make to these areas will not affect current companies that have already been added to the system but only when a new company is added To modify an existing company please log into the system as a company user and modify the desired elements GEMI SD Planner amp SD Gateway Help Documentation www GEMI org 22 GEMT SD Planner amp SD Gateway A Sustainable Development Planning Tool If you add new elements or items into the SD Planner each new item will have a red dot next to it allowing you to know that this has been modified from the original SD Planner information Help Pages The help pages of the system are able to be edited by the administrator If you find that the directions on how to use the system need a bit of extra emphasis for your organization you can edit the content using an online HTML editor You can insert graphics and images and create links through this interface Z GEMI Microsoft Internet Explorer File Edit view Favorites Tools Help Heak gt Q A Qsearch meda D 2 4 Je 4 SD foam am SD PLANNER a 0 PLANNER y 24 Oct 2006 4 Welcome webadmin Edit Help Page Page Name Self E
5. Shareholder Yalue Creation Economic Development Environmental Impact Minimization Natural Resource Protection SD Planner Menu Home 4 Prepare Commit Implement Integrate Champion User Guide SD Planner Steps ah Screening 1 d egend Self Evaluation Yes a O Not Applicable Goal Settings 9 Not Selected 4 Gap Analysis Ea Action Planning SMB Yala sampeld Juan jo Juawssassy JapjOysye s 07 asuodsay 5 quaWyWUWOD JEU sanod 24192014 pasnoy 500 anbojelp sapjoysyeys 5010155 yuauwabeuej swesBoud aAisuayasdwo gt Buoda 1apoyaye s 595592040 ssauisng uoesbaquT quawebeuew uieys Ajddns SUOIJEIIUNWWOD JapjoYysyeys 2412044 sdiyssauyed jeusayxg quawaajoaut Aod 2qnd SD Planner Options 6 Manage Elements Employee Rights o 0990909 990 090 Gp Manage Stages Responsible 4 Manage Practices Workplace Practices 090900990904 2 09 Manage Cells 6 Manage Users Employee Health and 9 9 0 0 OoOO o Safety SD Gatewav Work Life Ralance 91190091 0 70 0 0 0 00 7 p Internet On this page you can view any of the seven elements in the form of a matrix The columns correspond to business practices in the five progressive stages of SD The rows or sub elements correspond to the different issues that are included in each element To assig
6. 1 4 Work Life Balance Promoting balance between work and personal or family life Examples of programs and practices include flexible work options dependent care services time off policies or health and wellness programs Sub Element 1 5 Respect for Diversity Promoting diversity as a source of innovation Eliminating discrimination and harassment for any cause e g color race gender age disability ethnicity sexual orientation or religion Examples of programs or practices include equal opportunity programs job training for disadvantaged groups and fair employment practices Sub Element 1 6 Employee Compensation Compensating employees fairly without discrimination and in a manner that enables them to meet at least their basic needs Element 2 Quality of Life Working with public and private institutions to improve educational cultural and socio economic well being in the communities in which the company operates and in society at large GEMI SD Planner amp SD Gateway Help Documentation 48 www GEMLorg SD Planner amp SD Gateway A Sustainable Development Planning Tool Sub Element 2 1 Social Equity Working to eliminate barriers to social equity which could include contribution to the development of public policy business governmental and intergovernmental programs and educational initiatives that promote a better quality of life Note For the purposes of this tool social equity may be defined as f
7. Ted Reichelt 3M Intel Co Chairs of GEMI s Sustainable Development Work Group GEMI SD Planner amp SD Gateway Help Documentation 2 www GEMI org SD Planner amp SD Gateway A Sustainable Development Planning Tool Table of Contents LETTER FROM THE SD 2 TABLE OF CONTENT Si sscssssssscsonsssessossscssssessesscessstencesescossscencssisvescseievsascssescnsssenscsessisssesssvesssssssosesouscsesseess 3 IL O 4 1 1 THE EMERGENCE OF SUSTAINABLE DEVELOPMENT ccccccnncconnccnnonnconnnononononononinonononcnnnononinanononons 4 1 2 PURPOSE OF SD PLANNER M a oir eri id 10 1 3 ELEMENTS OF SUSTAINABLE DEVELOPMENT cococcccccncncccnnnoonnnnnnonnnonononnnnnnnonononnnnnnnnnnoneninanononons 11 1 4 PATHWAY TOWARD ACHIEVING SUSTAINABLE 13 2 USER GUIDE vecisssicsscssssssesessssscsensesentescasessoncv eosesatsecssesesdeiensiisstessoesecetesGascsesnssesesssicciensb eonessocessasssensessess 15 21 GETTING STARTED cuca alicia 15 2 2 INSTALLING amp OPERATING THE TOOL oocccccccccnnonooncnnnnnononnnonononnnononinnnonononnnnnoninnnnnonnnnnnneninannnonons 17 2 3 OVERVIEW OF GRAPHICAL USER INTERFACE coooooccccccccccnnoonnnnnnnnnononnnonnnnnnnononinonnonnnnnoneninanonanons 24 2 5 2 4 26 2 90 GOAL SEMIING 56h si A se eee seh ed eee eee 29 2 6 GAP ANA SM BoA PA ee A a a aaa 30 227 ACTON PLANNING gt 33 DEODATO 35 2 9 CUSTOMIZATION OF PLANNER sccccccccccsssssssceeceeceesesesseeeeceee
8. Web server that run on a web server supports the following requirements e PHP programming language e mySQL database It is not designed to run on a laptop or desktop computer To install the application you should follow the installation instructions below 1 Upload the files to a web server via FTP e For best results upload to a web server that is available via the web using a domain name For example www gemi org is the domain name and sd is the folder where the demonstration version of this software is located www gemi org sd e You can upload this onto an intranet but only people with access to the intranet will be able to use the system e This software is not designed to run on a laptop or desktop computer 2 Change the file permissions of the include directory to 777 3 Change the file permissions of this file include configuration php to 777 4 Create a blank mySQL database 5 Enter your 3 GEMI Microsoft Internet Explorer 0 xj d at aba se File Edit View Favorites Tools Help gt information Back gt A A Asearch Favorites meda 64 D 3 aA SOK using the form SD YAAN N y SD located in the PLANNER gt PLANNER install directory Ins tallati on Required fields are indicated by an asterisk Setup Screen Your Site URL http Awww 6cp com gemi_testinstallindex php Database Host localhost Database Name Database Username Datab
9. edit selected areas of the system but can t delete items e A Read Write Delete user can perform most functions including editing and deleting e A Company Admin User can add edit and delete information but is limited to specific areas in the Access Areas see below User Type Read only No access to be able to add edit or delete anything Read Write Can only edit selected areas of the system Read Write Delete Can only edit and delete selected areas Company Admin Can add edit and delete selected areas Next select the appropriate Access Areas To create a user with access to all areas of the system click on the first checkbox To select individual access areas simply check the appropriate boxes next to each area r ccess rea User has access to all areas of system anage Elements Manage Stages Manage Cells Manage Screening Manage Goal Settings Manage Self Evaluation Manage Gap Analysis Manage Action Planning Manage Gateway Planner Info CE EE Manage Collaborative Users GEMI SD Planner amp SD Gateway Help Documentation 46 www GEMLorg SD Planner amp SD Gateway A Sustainable Development Planning Tool For example you may want to create a read only user that has access only to the Gap Analysis and Action Planning areas so that they cannot edit the elements stages or practices Database Maintenance
10. employees and affected communities Environmental protection and resource conservation both local and global From this perspective corporate SD is not just altruism rather it is an enlightened response to emerging market forces Instead of merely listening to the voice of the individual customer companies are beginning to listen to the collective voice of the larger Customer namely human society Public awareness of the impact that companies can have on society and the environment gives rise to an expectation that companies will do business in a socially and environmentally responsible manner This landscape creates opportunities for companies who can address these changing stakeholder expectations with new technologies products and services thereby gaining competitive advantage There are several underlying factors that help to explain the blossoming of business interest in SD These include 8 Fiksel Joseph and Diane G Fiksel 2001 From Here to Sustainability A Global Perspective Chemistry Business April 2001 Elkington John 1997 Cannibals with Forks The Triple Bottom Line of 21 Century Business Oxford Capstone Publishing Limited GEMI SD Planner amp SD Gateway Help Documentation 6 www GEMI org SD Planner amp SD Gateway A Sustainable Development Planning Tool e Growing evidence that companies can create shareholder value by moving beyond passive compliance and adopting eco efficient design and pro
11. equitable treatment One way the corporation honors this commitment is through their Supplier Diversity Program More Detail Building Foundations for Stronger Communities Basic Human Needs Bristol Myers Squibb has promised a helping hand for worthwhile causes and constructive action that supports a clean and healthy environment in the communities where we live and work BMS strives to b More Detail CaseName Element Description BMS Works to SECURE THE FUTURE Globally Basic Human Needs The AIDS pandemic in sub Saharan Africa is a serious health care problem as well as a serious development problem The Bristol Myers Squibb Foundation is helping to create sustainable strategies agai More Detail GEMI SD Planner amp SD Gateway Help Documentation www GEMI org 37 GEMI SD Planner amp SD Gateway A Sustainable Development Planning Tool View Case Example By clicking on the underlined case name you can view the entire case example In this view you can also print this case example for your records view comments made about this case example and add a comment to a specific case example Case Examples Printer Friendly Page CaseName Improving the Business through Packaging Innovation Element Raw Materials Description A DuPont Polyester Films team recognized that there could be significant business and customer value gained by redesign that product delivery system A glo
12. has been to shift the company operations from a traditional resource intensive and volume maximizing business model to a more eco efficient socially responsible and value maximizing model This shift aligns nicely with the financial goal of increasing shareholder value by raising profits while reducing the use of capital and resources e doing more with less Typically there are several levels of sustainable business practices with each succeeding level requiring a more sophisticated management response than the preceding level The most basic level involves corporate initiatives such as philanthropic programs aimed at solving community social problems The next level often involves reducing the ecological footprint associated with the product life cycle including manufacturing use and end of life disposition The most challenging level involves enhancing the inherent social value created by the firm s operations products and services which may range from assuring human health and nutrition to stimulating consumer education and growth of new businesses At this level challenging trade offs may arise for example balancing job creation and economic development against community concerns about industrial pollution and environmental justice One of the greatest pitfalls of SD is viewing it as merely a regulatory compliance issue and addressing it through typical environmental health and safety programs Companies that are succ
13. Bank World Development Indicators 2001 2001 Washington DC World Bank 3 Ibid GEMI SD Planner amp SD Gateway Help Documentation 4 www GEMI org GEMI SD Planner amp SD Gateway A Sustainable Development Planning Tool Socio economic concerns such as increasing resource needs due to population growth social disintegration resulting from displacement of traditional lifestyles growing income gaps between rich and poor strata of society lack of primary education for approximately 130 million children world wide and extreme poverty about 3 billion people or roughly half the world s population are estimated to earn less than 2 day Historically most of these issues have appeared remote from the comfortable perspective of the more affluent nations However thanks to the revolution in modern telecommunications the globalization of markets and the rapid growth of developing economies SD issues are globally communicated and can no longer be easily ignored Today there is growing support around the world for public policy measures to promote SD For example the United Kingdom recently enacted an energy tax known as the Climate Change Levy that penalizes industrial firms if they do not achieve certain levels of energy efficiency In addition to imposing regulatory requirements governments are establishing waste reduction targets promoting cleaner production methods and supporting research and development into
14. C C test y Responsible Workplace Practices KIC Employee Health and Safety kb b Work Life Balance 4 Respect for Diversity kb Employee Compensation O O Save Changes Proceed to Next Step Gap Analysis kb GEMI SD Planner amp SD Gateway Help Documentation 29 www GEMI org SD Planner amp SD Gateway A Sustainable Development Planning Tool This page is similar to the Self Evaluation area in that you view any of the seven elements in the form of a matrix You can select your company or business unit goals by clicking in the appropriate stage for each sub element As in the Screening area you can add comments to explain your rationale for each goal The goals may vary depending upon company priorities For example as illustrated above a company may review the sub elements in light of its situation and needs and decide to set the goal for Employee Rights at Stage 3 while setting the goal for Respect for Diversity at Stage 5 2 6 Gap Analysis The Gap Analysis function is the heart of SD Planner It is used to compare goals against self evaluation results Whenever the organization s current practices fall short of the goals a gap is said to exist Gap analysis is initiated by clicking the corresponding button on the SD Planner left hand navigation This launches the Gap Analysis area Select one of the following options and click the View button to display the result e
15. D Planner amp SD Gateway Help Documentation 5 www GEMI org GEMI SD Planner amp SD Gateway A Sustainable Development Planning Tool The Response of the Business Community SD can be seen as a logical outgrowth of evolving industry practices including environmental stewardship pollution prevention waste minimization and design for environment methods which seek to replace end of pipe pollution control with more cost effective process improvements However there are two important differences that distinguish SD from historical environmental management practices Introduction of the socio economic dimension focusing upon the beneficial or adverse impacts of corporate practices upon societal well being e Recognition of the linkages between SD and competitive advantage in the marketplace which elevates these issues to a strategic level Faced with rising stakeholder concerns the business community has recognized that long term success depends not only on financial performance but also on social and environmental performance Today we can define a sustainable business as one that is able to anticipate and meet the needs of present and future generations of customers and stakeholders Sustainable businesses generally distinguish three dimensions of needs known as the triple bottom line e Economic prosperity and continuity for the business and its stakeholders Social well being and equity for both
16. E Fee r Company Info Company Name XYZ Corporation 123 My Street City State ZIP Company Address Paid Tech Support Need help installing the software e Need a place to install the GEMI SD Planner software e Need training to learn how to use the sustainable development planning tool Visit www CustomerParadigm com sd or call 303 473 4400 x11 Note This is not a specific endorsement by GEMI for this organization but is provided as a helpful resource for those needing help with their sustainable development planning process GEMI SD Planner amp SD Gateway Help Documentation 18 www GEMLorg SD Planner amp SD Gateway A Sustainable Development Planning Tool Administrator Area of the Site In the admin area of the site you have the following options e Add New Company Modify Company Info Gateway Planner Info Manage Elements ee i Manage Stages Manage Practices 4 Manage Cells Help Pages Log Off Add New Company Allows you to add a new company business division or business unit to the SD Planner All information for the new company is kept separate so Company A s information will not be mixed with Company B s information Login Info o The username and password for the main user for this company This user will be able to create other collaboration users and will have access to all of the company informatio
17. EMI org SD Planner amp SD Gateway A Sustainable Development Planning Tool The Action Reports for each Element consist of several columns see example in Section 2 8 Sub element based on the selections made above Stage based on the selections made above Practice within each stage e Proposed Action Items associated with each practice e High Priority Factors indicates that the practice corresponds to a 1 priority that was identified in the Screening step e g Stakeholder Relationships The following icons will help you print export information and move back through the system De Printer Icon Allows you to send this page directly to the printer and removes the top left and bottom navigation a Back Arrow Allows you to go back one page in the system Print Screen Hold down the Print Screen button on a PC and you can then go to PowerPoint Word or another application and click Paste This will allow you to display the report in your document 2 8 Case Studies Case Studies View Case Examples my s View Case Examples allows you to view and sort all of the case examples that are in the system On the Case Examples page you can Search by Keyword for a specific Case Example Set the number of Case Examples that you want to view per page View subsequent pages of Case Examples Flag Case Examples that are of interest to you Sort the Case Example list by Ascending or Descending order based o
18. SD Planner amp SD Gateway A Sustainable Development Planning Tool GEMI SD Planner amp SD Gateway User Manual V 3 1 08 01 2008 GEMI SD Planner amp SD Gateway Help Documentation www GEMI org GEMI SD Planner amp SD Gateway A Sustainable Development Planning Tool Letter from the SD Planner Co Chairs Dear Sustainability Partner Exploring Pathways to a Sustainable Enterprise The GEMI SD Planner and the SD Gateway is the result of a collaborative learning journey by members of GEMI This software tool was created because we recognize the need and opportunity for business to address environmental economic and social issues in a way that creates business value The SD Planner is a detailed comprehensive planning tool that you can use to establish baseline performance assess opportunities set goals develop action plans and evaluate progress towards your sustainable development objectives Use of this tool will assist you in identifying the critical sustainable development issues that are important to your business activities The SD Planner is not a Code of Conduct for companies It is not designed to suggest that companies should be actively engaged in all of the elements It is a tool to be used internally within companies that recognize the importance of systematically considering environmental economic development and social equity issues in a way that creates the most value for their busi
19. UT IMITATION DAMAGES FOR LOSTPROFITS LOSS OF GOODWILL WORK STOPPAGE COMPUTER FAILURE OR MALFUNCTION OR ANY AND ALL OTHER COMMERCIAL DAMAGES OR LOSSES EVEN IF ADVISED OF THE POSSIBILITY THEREOF AND REGARDLESS OF THE LEGAL OR EQUITABLE THEORY CONTRACT TORT OR OTHERWISE UPON WHICH THE CLAIM IS BASED IN ANY CASE GEMI S COLLECTIVE LIABILITY UNDER ANY PROVISION OF THIS AGREEMENT SHALL NOT EXCEED IN THE AGGREGATE THE SUM OF ANY MONIES LICENSEE PAID FOR USE OF THE PRODUCT UNDER THIS LICENSE IF ANY 7 Miscellaneous This Agreement constitutes the entire agreement between the parties concerning the subject matter hereof and may be amended only by a writing signed by both parties This Agreement shall be governed by the laws of the State of Delaware U S A If any provision in this Agreement should be held illegal or unenforceable by a court of competent jurisdiction such provision shall be modified to the extent necessary to render it enforceable without losing its intent or severed from this Agreement if no such modification is possible and other provisions of this Agreement shall remain in full force and effect GEMI SD Planner amp SD Gateway Help Documentation 53 www GEMLorg
20. View by Element compares current practices to goals for a selected element e View by Category is similar but displays all elements within a category e View Summary shows a high level summary of average status for all elements Gap Analysis Help ee e View By Element e View By Category e View Summary GEMI SD Planner amp SD Gateway Help Documentation 30 www GEMLorg GEMI SD Planner amp SD Gateway A Sustainable Development Planning Tool View by Element The display in this window is similar to the Self Evaluation window in that you can view any of the seven elements in the form of a matrix For each sub element the display shows which stages have been satisfied as a orange bar and the goal as a blue dot Gap Analysis by Element Select Element Shareholder Value Creation X Employee Well Being Business Ethics Quality of Life Shareholder Value Creation Economic Development Environmental Impact Minimization Natural Resource Protection e 5 Sub Elements Prepare Commit Implement Integrate Champion Competitive Return and Protection of Assets Reputation and Brand Result Goal Threshold 75 Proceed to Next Step Action Planning View by Category This window is identical to the View by Element window except that you view all of the elements in any one of the three categories Social Economic Environmental GEMI SD Planner amp SD G
21. ainable Development Planning Tool 2 User Guide 2 1 Getting Started Who should use SD Planner SD Planner is designed for use by a variety of different groups within a company It is optimized for use by a business unit but it can also be used by a corporate group on behalf of the company as a whole Typically a functional group will assume a lead role for applying the tool and a specific individual or team will be responsible for actually entering information and generating results However because of the broad scope of the tool it is likely that this team will need to interface with representatives from several functional areas potentially including strategic planning marketing communications human resources operations distribution research and development finance and environmental health and safety The team will also need to define the organizational scope of SD Planner s application e g wholly owned subsidiaries partially owned subsidiaries joint ventures contractors investments Depending upon the composition of the team and the functional groups that need to contribute there are several possible methods of application A primary information gatherer can be assigned to collect all of the responses necessary to complete the diagnostic and assessment portions of SD Planner This can be accomplished through a series of interviews with functional specialists e The primary user can generate paper copie
22. air and impartial access to social or public services regardless of economic or social status Sub Element 2 2 Basic Human Needs Helping address basic human needs such as healthcare nutrition education housing sanitation clean water transportation and communication in the communities in which the company operates and in the society at large This could include contributing to the development of social capital the ability of people to work together in a society for a common purpose based on a sense of mutual trust and supporting programs that promote social infrastructure and the health and well being of community residents Sub Element 2 3 Human Capital Developing and preserving human capital by activities such as generation of employment and training opportunities and by responsibly addressing the support needs of displaced employees Element 3 Business Ethics Supporting the protection of human rights within the company s sphere of influence and promoting honesty integrity and fairness in all aspects of doing business Sub Element 3 1 Basic Human Rights Protecting and upholding the basic human rights to which all people are entitled regardless of race nationality gender economic status or religion Sub Element 3 2 Positive Impact Considering the full range of social economic and environmental impacts on a community associated with company operations and ensuring that these impacts are on balance positive S
23. alue and building capacity for economic development And there is an environmental aspect to SD that involves minimizing environmental impact and protecting natural resources Figure 2 sets forth definitions of these elements and the Appendix sets forth definitions of the sub elements that are the components of the elements lt is clear that there are significant interrelationships between the several elements of SD and that they should be thought of in an integrated manner However GEMI SD Planner amp SD Gateway Help Documentation 11 www GEMI org A GEMI SD Planner amp SD Gateway A Sustainable Development Planning Tool for maximum ease of use this initial version of SD Planner treats each of the elements independently Figure 2 Sustainable Development Element Definitions Category Environmental Element Employee Well Being Quality of Life Definition Protecting and preserving the fundamental rights of employees promoting pasitive employee treaiment and contributing fo employee quality of life Working with public and private institutions to improve educational cultural and socio economic well being in the communities in which the company operates and in society at large Business Ethics Shareholder Value Creation Supporting the protection of human rights with the company s sphere of influence and promoting honesty integrity and fairness in all aspect
24. ase Password if any Admin Username Admin Password Confirm Admin Password M Security Recommendation Archive the installation script after successful installation NOTE you need to set writable permission on folder install and file installinstall php i Internet GEMI SD Planner amp SD Gateway Help Documentation 17 www GEMI org GEMI SD Planner amp SD Gateway A Sustainable Development Planning Tool 6 Remove the writable permissions from the include directory after successful installation 7 Log into the admin area in the admin directory with the username and password that you specified in the installation process 8 Create a new company or division in the admin area Add New Company Screen Z GEMI Microsoft Internet Explorer j lol x File Edit View Favorites Tools Help Bak gt A Qsearch Favorites media lt 4 B 3 d4 SD ES PLANNER gt PLANNER 24 Oct 2006 Add Company NOTE All fields with are Required fields sy Modify Company Info Login Info Gateway Planner Info User Name Manage Elements Password Gp Manage Stages 6 Add New Company rPersonal Info MA e Practice s Manage Practices Contact Person Name Manage Cells 3 Contact Person Email Sustainable Help Pages e Contact Person Designation SD Manager Los Contact Person Photo
25. at you cannot complete a given Stage until all the associated practices are implemented Alternatively the threshold can be set as low as 50 In general increasing the threshold value will increase the stringency of assessment and thus will tend to widen the gaps between goals and current practices Your organization has completed a stage if the number of practices implemented in that stage exceeds the threshold For example in a chosen sub element if 3 of the 4 cells i e 75 in Stage 2 are green and the threshold is 67 then Stage 2 is considered completed The current threshold value is always displayed at the bottom of the window GEMI SD Planner amp SD Gateway Help Documentation 28 www GEMLorg GEMI SD Planner amp SD Gateway A Sustainable Development Planning Tool 2 5 Goal Setting The Goal Setting window is used to establish specific performance goals relative to the elements defined in SD Planner This information can subsequently be compared to the self evaluation results in order to determine whether the organization is meeting its stated goals and recommend appropriate actions Goal Setting Help Select Element Employee Well Being z Employee Well Being Business Ethics Quality of Life Shareholder Value Creation Economic Development Environmental Impact Minimization Natural Resource Protection Sub Elements Prepare Commit Implement Integrate Champion Comments Employee Rights C C 6
26. ateway Help Documentation www GEMI org GEMT SD Planner amp SD Gateway A Sustainable Development Planning Tool View Summary This window shows a high level summary of all seven elements see below The range of current practices completed for each element based on self evaluation results is shown in the form of a green check mark while the range of goals is shown by a blue circle These icons indicate the variation between the lowest and highest ratings among sub elements Overall Summary Employee Well Being Business Ethics Quality of Life Economic Development Environmental Impact Minimization Shareholder Yalue Creation Natural Resource Protection Average Goa Y Average Evaluation Threshold 6 Proceed to Next Step Action Planning Note Averages can be deceptive because one high score can skew the results significantly To better understand the range of variation use View by Element GEMI SD Planner amp SD Gateway Help Documentation www GEMI org 32 GEMI SD Planner amp SD Gateway A Sustainable Development Planning Tool 2 7 Action Planning Finally the Action Planning area of the Planner enables you to generate a customized list of proposed actions based on the identified gaps It is expected that you will take this list and use it to generate ideas for an action plan that s appropriate for your organization After you select the elements of interest SD Pla
27. ay Information Settings e Allows you to globally add or remove Gateway Information that will be displayed to the users of each company e This is ideal for displaying RSS Newsfeeds content an image or a list of links to all people within an organization e All users for this installation company users collaboration users will see the Gateway Information that you specify here e To Add a new box click on the link Add New Info Box e To Edit or Delete an existing box click on Edit or Delete next to each box SD Gateway Admin Area A GEMI Microsoft Internet Explorer File Edit View Favorites Tools Help Back gt A Qsearch Favorites meda B 3 ESA pe PLANNER hn f gt GEMI EN PLANNER Y Gateway Information Settings Add New Info Box Sample Environment Links SD Gateway Info Delete Sustainability com SD Gateway Info Delete Manage Elements z A Internal SD Links SD Gateway Info Delete Gp Manage Stages ad Manage Practices Manage Cells 1 Help Pages 9 Log Off GEMI SD Planner amp SD Gateway Help Documentation www GEMI org GEMI SD Planner amp SD Gateway A Sustainable Development Planning Tool To Add an Information Box to the SD Gateway please choose a title and then select from the following options e RSS Feed Box o Enter in the website URL of the RSS feed that you want the system to display o The number of RSS feeds allows
28. bal team more creatively used packaging r More Detail lt lt Forward this Case Study to a Colleague Case Comments There are no comments on this Case Example Comments Submit Comments GEMI SD Planner amp SD Gateway Help Documentation 38 www GEMI org A GEMI SD Planner amp SD Gateway A Sustainable Development Planning Tool Forwarding Case Examples to a Colleague By clicking on the Forward Case Example to a Colleague link from the View Case Example page you will be directed to this screen which will allow you to enter in the recipient s email address and add a note to the recipient The recipient will receive your note along with a copy of the case example in the email Email Case Example Improving the Business through Packaging Innovation Your Email gt Recpientsemal gt Note to Recipient Suggesting A Case Example By clicking on the Suggest New Case Example link you can make a suggestion regarding a case example that the company could add to the collective of case examples Suggestion Submit a suggestion for a case example to be added to your companys internal SD Planner This email will be sent to the company s siteadmin to further enhance your company s version of this software Thank you for taking the time to make a suggestion Name To Email o Submit Suggestion GEMI SD Planner amp SD Gateway Help Docum
29. ch SD can be summarized as follows I Prepare Minimize SD efforts while assessing the issue what other companies are doing and potential opportunities ll Commit Commit to moving forward in addressing SD and chose a strategic direction for their SD actions lil Implement Launch programs consistent with their SD strategy IV Integrate Make SD part of every day business processes V Champion Act as a leader and champion for others within industry to act on SD Figure 3 summarizes some of the key aspects of each stage of the SD pathway GEMI SD Planner amp SD Gateway Help Documentation 13 www GEMLorg GEMI SD Planner amp SD Gateway A Sustainable Development Planning Tool Figure 3 SD Pathway Stages Objective Management Processes Organizational Scope Organizational Alignment Stakeholder Engagement l Prepare Minimize SD efforts while assessing opportunities Comply avoid surprises and beready for next sieps Track issues and respond to external questions or challenges Engage company functional specialists Engage campany functional specialists Monitor company stakeholder concerns and respond io pressures IL Commit Choosea sirategic direction for SD actions improve stakeholder relationships and explore the SD territory Develop a strategy plan actions and pilot initiatives intended in realize business value Align key busines
30. duction methods resulting in improved operating efficiency and market positioning Increasing acceptance among top executives of the ethical obligations associated with corporate citizenship and resulting attention toward constructive engagement and dialogue with external stakeholders e Competitive pressures as more companies especially historically well managed and progressive companies adopt SD strategies openly report on progress and require improved performance by suppliers Emergence of doctrines such as extended producer responsibility which broaden the boundaries of corporate accountability and raise public expectations regarding company principles and operating practices Explosive growth of electronic communication creating global accountability and transparency for companies that do business in developing nations e Investigation by segments of the financial community of the concept that companies managed for sustainable growth tend to generate superior economic returns leading to the rise of pooled investment vehicles and socially responsible investing Sustainable Business Practices In recent years a number of leading multinational corporations in a variety of different industries have established highly visible SD programs Rather than following a prescribed approach each company has explored how it can integrate SD into its own business strategy In general the common purpose of these programs
31. ecsesneaeeeeeeeeessesnsaeeseeeeeeesessaaeess 40 3 0 ADD COLLABORATIVE a a aaa a a A a e a aA 45 ADD NEWUS Oe ee 45 APPENDIX I DEFINITIONS OF SUB ELEMENT cccsssoscssssscscsssscccssssccesssceccesssccsssssscssssssceeens 48 SOCIAL 48 ECONOMIC aiii 50 MA EAAEEO O OO Em An 50 GLOBAL ENVIRONMENTAL MANAGEMENT INITIATIVE LICENSE AGREEMENT 52 GEMI SD Planner amp SD Gateway Help Documentation 3 www GEMI org GEMI SD Planner amp SD Gateway A Sustainable Development Planning Tool 1 Introduction 1 1 The Emergence of Sustainable Development Overview of the Concept During the last decade sustainable development SD has evolved from an esoteric concept to a key principle embraced by a number of corporations government agencies and non governmental organizations NGOs The Bruntland Commission introduced the concept of SD in 1987 and offered the following definition D Jevelopment that meets the needs of the present without compromising the ability of future generations to meet their own needs This definition suggests a vision of business enterprises that considers the balance of needs between present and future generations Since then SD has been interpreted to cover virtually all aspects of corporate approaches to economic development environmental protection and social responsibility Companies have adopted a variety of phrasings including terms s
32. entation www GEMI org 39 GEMT SD Planner amp SD Gateway A Sustainable Development Planning Tool 2 9 Customization of Planner SD Planner Options In the left hand navigation of the site you can add edit and 6 Manage Elements delete the elements stages practices and cells of the Gp Manage Stages Planner y Manage Practices If an element for example has been changed a red dot will indicate that it has been modified from the original GEMI SD Planner components Manage Users Manage Cells Edit Elements In this view the Employee Rights and Responsible Workplace Practices areas have been modified from the original GEMI data 0 GEMI Microsoft Internet Explorer Ele Edit View Favorites Tools Help bak gt A A Asearch Favorites meda lt 4 Er 3 JOG Y SD 22 SETAS JE SD PLANNER Tr E y PLANNER Elements Help Welcome NOTE Items marked with a have been modified from the original GEMI data Jeff Finkelstein CEO Add new Element Sub element Company XYZ Company Employee Well Being Delete Employee Rights Delete Responsible Workplace Practices Delete Employee Health and Safety Delete SD Planner Menu Work Life Balance Delete 3 Home Respect for Diversity Delete User Guide gt Employee Compensation Delete SD Planner Steps Business Ethics Delete 23 Screening Basic Human Rights Delete 1 Self Evaluation Positive Impact Delete SA G
33. environmentally sound technologies Moreover increasingly broad segments of society are coming to expect companies to perform to higher standards of social responsibility and making their expectations known in ways calculated to capture the attention of companies There have been boycotts of goods manufactured in ways thought of as socially irresponsible a flow of investment capital to funds consisting of companies selected on the basis of exhibiting socially responsible behavior and use of tools such as shareholder resolutions aimed at promoting greater corporate responsibility At the same time apart from any government mandates or incentives there has been a quiet revolution in industry attitudes toward SD issues from treating SD as an esoteric emerging issue to treating it as an important element of business strategy and source of business value Companies have found that SD can deliver both bottom line business value in the form of reduced operating cost and increased resource efficiency and top line business value in the form of new market opportunities that lead to increased revenues and market share growth Ibid gt Global Environmental Management Initiative GEMI Environment Value to Business 1998 Washington DC GEMI 5 GEMI Environment Value to the Top Line 2001 Washington DC GEMI Poltorzycki Stephen 1998 Creating Environmental Business Value Achieving Two Shades of Green Crisp Publications GEMI S
34. essful SD practitioners typically view SD as a strategic issue have the GEMI SD Planner amp SD Gateway Help Documentation 7 www GEMI org GEMI SD Planner amp SD Gateway A Sustainable Development Planning Tool Chief Executive Officer or other senior executives as champions and encourage cross functional collaboration throughout the organization in pursuit of innovative products and business models Moreover most practitioners agree that for SD to become truly integrated into business decisions a systematic SD performance measurement process is essential The SD Journey In the journey towards integration of SD into business strategy and practices companies have different starting points and different objectives However the process by which they undertake the journey typically involves a series of steps that are similar from company to company Companies often consider the following steps also depicted in Figure 1 as they move from awareness of SD toward adoption and integration of SD into business practices Setting Context A company first deals with understanding the context of SD It seeks to address questions such as What does SD mean for our industry What does it mean for our company What is the business case for action Establishing Direction Next the company sets a direction or strategy that is appropriate for its business There is no universal strategy for SD that works for all companies The bes
35. he drop down menu e Yes indicates that the practice is implemented Not Selected indicates that the practice is not implemented Not Selected i e blank indicates that the practice has not yet been rated The legend is as follows Legend Yes Not Applicable Not Selected Comments Use the comments field to enter comments about this element Case Stories You can read applicable case of company experiences that exemplify the relevant practices You are not able to modify or edit the case stories GEMI SD Planner amp SD Gateway Help Documentation 27 www GEMI org SD Planner amp SD Gateway A Sustainable Development Planning Tool There is no requirement to proceed in any particular order However it is recommended that you proceed element by element moving from left to right through the stages In addition the left hand navigation buttons allow you to move through the elements consecutively Threshold The threshold level for satisfaction of goals is established by the admin user of the company See Section 2 9 The purpose of this threshold is to provide flexibility in the self evaluation process It may be that your organization has implemented most of the practices associated with a given stage and is ready to move forward even though a few gaps remain SD Planner allows you to define goal satisfaction in terms of the percentage of practices implemented A threshold of 100 means th
36. his Agreement GEMI shall mean Global Environmental Management Initiative Licensee shall mean the user of this Product who opens this Product The Product shall mean a software application called SD Planner that is implemented using Microsoft Access 2000 and helps companies in assessing and planning their sustainable development practices GEMI grants Licensee a non exclusive and non transferable license to use for internal business purposes the executable code version of the Product until such time as this License is terminated by GEMI This license does not entitle Licensee to receive from GEMI hard copy documentation technical or customer support telephone assistance or enhancements or updates to the Product GEMI may terminate this Agreement at any time for any reason or no reason Upon termination Licensee shall destroy all copies of the Product 2 Restrictions Without GEMI s prior written consent and except as permitted by the Product s Customize SD Planner function Licensee may not i modify or create any derivative works of the Product or documentation including customization translation or localization ii decompile disassemble reverse engineer or otherwise attempt to derive the source code for the Product iii redistribute encumber sell rent lease assign sublicense or otherwise transfer rights to the Product or iv remove or alter any trademark logo copyright or other proprie
37. iability of living organisms and includes genetic diversity and the ecosystems that support life Sub Element 7 2 Energy Conserving energy and improving the energy efficiency of operations and of goods and services sold Where practical includes conserving and efficiently using fossil fuels and moving towards increased use of environmentally safe and sustainable energy sources Sub Element 7 3 Water Conserving water and improving water quality through efficient use and careful planning Includes improving the water efficiency of facilities processes and products and reducing or eliminating process and wastewater discharges Sub Element 7 4 Raw Materials Helping conserve primary resources such as minerals timber and agricultural products by reducing raw material use in processes packages and products Includes adopting efficient industrial processes related to the reuse and recycle of materials such as metals paper plastics and construction materials and the consideration of how use of renewable resources can help conserve primary resources GEMI SD Planner amp SD Gateway Help Documentation 51 www GEMI org SD Planner amp SD Gateway A Sustainable Development Planning Tool Global Environmental Management Initiative License Agreement GEMI and Licensee hereby agree effective on Licensee s opening of the Product for good and sufficient consideration as follows 1 License Agreement As used in t
38. ified SD elements and thus identify gaps Action Planning This step proposes actions that will address the gaps identified above and enables you to print action planning reports for specified SD elements Context specific guidance is available at all times to help define and illustrate the SD concepts being presented SD Planner is extremely flexible so that Figure 4 SD Planner Architecture you can work on the above steps for selected SD elements in any order and can save partially completed assessments for later revision and updating 1 Most likely SD Planner will be used over an extended period of time involving multiple sessions of information gathering assessment revision planning and updating For companies that embark upon an SD program it can serve as an ongoing repository of status information to support tracking of progress In addition the graphical nature of SD PlannerTM allows to be used not only for assessment and planning purposes but also to support status briefings to management dialogues with internal and L external stakeholders and development of communication materials GEMI SD Planner amp SD Gateway Help Documentation www GEMI org GEMI SD Planner amp SD Gateway A Sustainable Development Planning Tool 2 2 Installing amp Operating the tool The GEMI SD Planner is a web based tool The GEMI SD Planner is designed to and needs to be run on a
39. n a rating simply click in on one of the dots blue green or empty circle and a pop up window will appear that allows you to make a choice GEMI SD Planner amp SD Gateway Help Documentation 26 www GEMI org A GEMI SD Planner amp SD Gateway A Sustainable Development Planning Tool Z GEMI Microsoft Internet Explorer a lol x Self Evaluation Compliance with laws Definition Identifying and complying with national and local laws governing business ethics Value Yes 1 test Comments Bristol Myers Squibb Co Worldwide Medicines Web Based Communications Foster Dialogue s a global operation dedicated to enhancing and extending human life Bristol Myers Squibb recognizes the value of an effective communication mechanism Case Stories BMS has over 60 facilities all over the world and thousands of employees To Facilitate communication and employee input there is an array of initiatives including Functional and cross functional committees state of the business addresses publications and inter fintranet communications Each of these methods especially web based communications promotes and encourages Feedback and ideas from employees At the Epernon France facility in order to maintain and develop its EHS Save Changes Close Definition The definition of the element is provided at the top and you can change the value to the desired outcome Value Change the value using t
40. n in the SD Planner for the particular company Personal Information o The contact name email designation and photo of the person who is the company level manager This information is used to personalize the SD Planner and SD Gateway Company Info o Company Name Address Phone Number Fax and Logo and company information o This information is used to personalize the SD Planner and SD Gateway GEMI SD Planner amp SD Gateway Help Documentation 19 www GEMLorg GEMI SD Planner amp SD Gateway A Sustainable Development Planning Tool e Set Threshold o Each company can have their own threshold for the SD planning process o The threshold should be a number between 1 and 100 o The threshold level for satisfaction of goals is established by the user See Section 2 9 The purpose of this threshold is to provide flexibility in the self evaluation process It may be that your organization has implemented most of the practices associated with a given stage and is ready to move forward even though a few gaps remain SD Planner allows you to define goal satisfaction in terms of the percentage of practices implemented A threshold of 100 means that you cannot complete a given Stage until all the associated practices are implemented Alternatively the threshold can be set as low as 50 Modify Company e Allows you to edit an existing company business division or business unit in the SD Planner Gatew
41. n the Subelement number Sort Case Name in alphabetical or reverse alphabetical order e Sort Case Examples by Element Name e View the number of comments for each Case Example GEMI SD Planner amp SD Gateway Help Documentation 35 www GEMI org GEMI SD Planner amp SD Gateway A Sustainable Development Planning Tool Case Examples Note Click on the flag icon to flag a case example Click on the up down arrows to sort columns Click on the Case Name in the list to view the case example Keyword View All I View 10 M per page ViewPage 12345 Next Last Flag Company Case Name Element Name Comments Improving the Business The DuPont Company through Packaging Raw Materials 7 4 Innovation i Freeport Fresh Water i Y The Dow Chemical Free Fresh Water Raw Materials 7 3 Company Consumption Reduction The Dow Chemical Dow s Waste Reduction y ponele A Raw Materials 7 3 GEMI SD Planner amp SD Gateway Help Documentation 36 www GEMI org GEMT SD Planner amp SD Gateway A Sustainable Development Planning Tool Searching for Case Examples The Search field allows you to search for a specific Case Example by entering in keywords Search Case Example Keyword CaseName Element Description CaseName Element Description Business Partnerships Stimulate Diversity Basic Human Needs Bristol Myers Squibb is committed to fostering a globally diverse workforce and fair
42. ness enterprise GEMI recognizes that companies around the globe are just beginning their journeys toward sustainability and each company will determine its own approaches concepts and actions to reach the goals that they have set for themselves The journeys that will be undertaken by companies have many possible paths There is not a single path that will meet the needs of a world that is constantly changing This SD Planner User Guide is designed to help you understand how to use the software It explores the context of why companies should care about sustainable development and then guides you on how to use the software to address the elements of sustainable development broadly throughout your organization and plan how to take action All companies that are making commitments to sustainable enterprises are also exploring how to address the daily internal and external challenges that you will face The words sustainable development are used frequently but it is your actions that will help build the foundations for your company to grow and prosper We hope that you will take the time to learn how to use and apply SD Planner in a way that makes sense for your organization GEMI s goal is to develop tools in a way that business helps business make the planet that we all share a better place The members of GEMI who developed this tool share it with you and hope that it will be a guide for you that you will share with others Keith Miller
43. nner can generate a set of proposed actions for every stage where a gap exists between goals and current practices There are several different categories of actions that can be selected through the menu First select the element to be examined from the pull down list at the top or in the bulleted list on the left Action Planning Reports Help Select an Element Employee Well Being Y e Employee Well Being e Business Ethics e Quality of Life gt Shareholder Value Creation e Economic Development e Environmental Impact Minimization e Natural Resource Protection Select Sub Elements All Sub Elements Employee Rights Responsible Workplace Practices Employee Health and Safety Work Life Balance respect for Diversity CACA Employee Compensation Select a Stage Prepare Yiew Report GEMI SD Planner amp SD Gateway Help Documentation www GEMI org 33 GEMI SD Planner amp SD Gateway A Sustainable Development Planning Tool Then select the sub element s to be examined from the list at the left Finally select the stages for which you would like to generate actions The following options are provided All Stages generates a complete listing of all actions regardless of gaps Advance by 1 Stage lists actions that would advance you to the next stage Advance to Meet Goals lists actions that would advance you as many stages as necessary to meet yo
44. oal Settings Local Cultures and Indigenous People Delete 9 Gap Analysis Fair and Free Competition Delete Action Planning Quality of Life Delete Social Equity Delete SD Planner Options Basic Human Needs Delete Manage Elements Human Capital Delete GEMI SD Planner amp SD Gateway Help Documentation www GEMl org 40 GEMI SD Planner amp SD Gateway A Sustainable Development Planning Tool Edit Stages You can edit the stages of the SD Planner to better align the states or definitions with your own organization s naming conventions You are also able to set the display order by changing the numbers in the boxes on the left Stages Help NOTE Items marked with a have been modified frorn the original GEMI data Lo Prepare Edit Delete Commit Edt Delete Implement Edit Delete Integrate Edt Delete B Champion Edit Delete To edit the Prepare Stage click on the Edit button to the right of the name The following screen will appear Edit Stage NOTE All fields with are Required fields Stage Name Minimize SD efforts while assessing opportunities Definition Save Changes Cancel GEMI SD Planner amp SD Gateway Help Documentation www GEMI org 41 GEMI SD Planner amp SD Gateway A Sustainable Development Planning Tool Edit Practices You can view the practices and edit each element view the edit practices screen
45. pare Commit Implement Integrate Champion GEMI SD Planner amp SD Gateway Help Documentation 43 www GEMLorg GEMI SD Planner amp SD Gateway A Sustainable Development Planning Tool On the edit cells page you can edit the definition and action information Edit Cells Help NOTE All fields with are Required fields Select Element to goto Employee Well Being y Select Sub Element Employee Rights Select Stage to goto Commit X Select Practice to goto Formal commitment Companies at this stage often incorporate a formal commitment to respect employee rights into written policy mission and value statements These commitments are typically communicated internally through speeches newsletters bulletin boards reports and Face to face discussions The scope of the commitment is typically set forth including the Definition lgeographical scope e g global national local and the organizational scope e g wholly owned subsidiary partially owned subsidiary joint venture licensee investment Make a formal commitment by top management to support employee rights Explain and communicate the company 5 commitment to employee rights to all current and prospective employees on an ongoing basis Action Save Changes Cancel GEMI SD Planner amp SD Gateway Help Documentation www GEMl org 44 GEMI SD Planner amp SD Gateway A Sus
46. recycling and conversion to energy Sub Element 6 2 Operational Incidents Minimizing or eliminating spills releases accidents and other incidents with the potential for adversely impacting people or the environment Sub Element 6 3 Products and Services Developing and distributing products and services whose adverse environmental impacts and effects on humans have been assessed and minimized Considering how a new product or service can have a positive impact on the natural world Includes understanding the environmental health and safety impacts of products and services along the entire life cycle and taking steps to eliminate or reduce these impacts and risks from intended uses or reasonably foreseeable misuses Also includes designing new products and processes with the intent of minimizing wastes reducing emissions and eliminating adverse end of life impacts Element 7 Natural Resource Protection Promoting the sustainable use of renewable natural resources and conservation and sustainable use of non renewable natural resources Sub Element 7 1 Biological Resources Promoting the conservation and sustainable use of biological resources Includes the protection and restoration of biodiversity endangered species and sensitive habitats such as forests wetlands coral reefs and marine sanctuaries Note For the purposes of this tool biodiversity biological diversity is the term used to describe the number variety and var
47. riate actions that can help to achieve the company s goals Again these recommendations draw upon the experiences of GEMI member companies The intent of SD Planner is to provide the above capabilities in a manner that is generic yet highly customizable to the needs of an individual company In addition SD Planner strives for clarity and simplicity so that it is intuitive and easy to use with minimal training The graphical user interface has been designed accordingly It should be noted however that the SD Planner has some important limitations It is designed to help companies get started in establishing goals and action plans but it does not attempt to support decision making about what course of action is best There are many trade offs involved in balancing the expectations of stakeholders against the business objectives and constraints of a particular company Similarly there are many potential synergies available in pursuing multiple SD objectives that create win win solutions for both the company and its stakeholders 1 3 Elements of Sustainable Development SD Planner is based upon the premise that SD involves several elements often referred to as the triple bottom line There is a social aspect of SD that involves contributing to employee well being improving social well being and quality of life and engaging in business ethically There is also an economic aspect of SD that involves creating shareholder v
48. s leaders Endorse commitment ta SD at senior managemert and key middie management levels Establish dialogue with key stakeholders lil Implement Launch programs consistent with strategy Reduce adverse impacts and realize business value Incorporate SD issues as en extension cf EH amp S management Integrate into internal company operations Consider routinely SD as partof key business decisions Emphasize transparency in dialogue with stakeholders GEMI SD Planner amp SD Gateway Help Documentation www GEMI org IV Integrate Make 5D part of daily life in fhe organization Enhance quality oflife and create a sustainable enterprise Innovate leam and integrate SD into business processes Align distribution value chain suppliers contractors customers Effectively integrate SD thinking inio al aspects of the business Integrate stakeholder engagement into all business processes V Champion Act as SD champion within industry influence incustry to act more sustainably Engage in extemal partnerships extemal advocacy and public policy development Work closely with other companies inan analogue to a natural ecosystem where one company s waste becomes another s raw material Extend SD thinking to industry and other partnerships Fam partnerships with stakeholders 14 GEMI SD Planner amp SD Gateway A Sust
49. s a continuous improvement philosophy learning from past experience and from both internal and GEMI SD Planner amp SD Gateway Help Documentation 8 www GEMI org i GEMI SD Planner amp SD Gateway A Sustainable Development Planning Tool external dialogue adapting the company s SD goals and direction to changing business conditions and societal expectations and striving for ongoing innovation and growth Figure 1 Steps on the SD Journey Organizational Alignment Context Direction Results Continuous Learning GEMI SD Planner amp SD Gateway Help Documentation www GEMI org GEMI SD Planner amp SD Gateway A Sustainable Development Planning Tool 1 2 Purpose of SD Planner Embarking on the Journey There is no clear point of entry for getting started in SD this is evident from the experiences of early adopters In fact the broad scope and complexity of SD present a puzzle for many companies While most companies readily support the values represented by SD they are not certain what initial actions if any should be launched SD can seem boundless with its long time horizon breadth of scope ranging from social equity to resource security to biological diversity to economic development and stakes as high as the survival of the species SD Planner is intended to help companies understand the context of SD provide a basis for developing a SD strategy highlight opportunities
50. s of doing business Creating value for the company s shareholders Includes securing a competitive return on investment protecting the company s assets and enhancing the company s reputation and brand image through integration of sustainable development thinking into business practices Economic Development Environmental Impact Minimization Natural Resource Protection Building capacity for economic development in the communities regions and countries in which the company operates or would like to operate Minimizing and striving to eliminate the adverse environmental impacts associated with operations products and services Promoting the sustainable use of renewable natural resources and conservation and sustainable use of non renewable natural resources GEMI SD Planner amp SD Gateway Help Documentation www GEMI org 12 SD Planner amp SD Gateway A Sustainable Development Planning Tool 1 4 Pathway Toward Achieving Sustainable Development SD Planner lays out a number of stages that companies may take in moving towards their SD goals Although these stages are intended to represent increasingly sophisticated approaches it does not follow that companies should necessarily strive for the highest stage Companies need to determine which stage will deliver the most business value at a given time The characteristics of how companies within each stage approa
51. s of the assessment forms for the various SD elements distribute these to appropriate specialists along with relevant guidance and then compile the results e The primary user can invite the required specialists to complete the assessments electronically This should be done on a single hardware platform since SD Planner does not support integration of distributed data from multiple sources Overall architecture and functionality The architecture of SD Planner is based on a simple five step planning process depicted in Figure 4 These five steps correspond to the three major activities that the tool supports Screening This step is the starting point for any application and enables you to identify your company context key issues and initial focus This information will influence SD Planner s recommendations regarding potential goals and actions Assessment The assessment activity is the heart of the tool and consists of three steps that can be performed iteratively GEMI SD Planner amp SD Gateway Help Documentation 15 www GEMLorg SD Planner amp SD Gateway A Sustainable Development Planning Tool Self Evaluation enables you to apply a set of assessment templates that characterize your company s SD status for specified elements Goal Setting enables you to set goals for specified SD elements Gap Analysis enables you at any point during the assessment to compare status against goals for spec
52. sers to progress through the steps of the Planner in a step wise order Updates The highlighted message on the homepage will let the user Det celta know if a new version of the SD Planner is available for download y Goal Setting 4 Action Planning GEMI SD Planner amp SD Gateway Help Documentation www GEMI org 24 GEMI SD Planner amp SD Gateway A Sustainable Development Planning Tool 2 3 Screening The Screening window requests several items of information regarding characteristics of your company or business unit Issues that you rank as high in importance on this screen such as stakeholder scrutiny are used later to suggest goals see Section 2 5 or action priorities see Section 2 7 For most questions simply select a button from the choices provided For Question 3 you are asked to rank order your strategic priorities by clicking on the arrow next to the number displayed Note that all of your selections are saved in the database At any time you can return to this page to change the selections To the right of each question is a Comment field You can enter brief comments explaining the rationale for the selection made Z GEMI Microsoft Internet Explorer File Edit Yiew Favorites Tools Help Back gt A Asearch GgFavorites meda 64 D SH SO SD PLANNER 9 N Screening Help 1 Which best describes the nature of your organization s customers Indu
53. strial 7 X Welcome Jeff Finkelstein CEO Record Comments Company XYZ test Company SD Planner Menu fa Home Which best describes the nature of your organization s operations ldo El 2 Record Comments SD Planner Steps Screening al Self Evaluation Goal Settings e Gap Analysis Action Planning 3 Rank the following in terms of their strategic importance to your organization SD Planner Options Medium z Product Innovation Manage Elements Gp Manage Stages y Manage Practices test a p Omar ational a Internet GEMI SD Planner amp SD Gateway Help Documentation www GEMl org 25 8 SD Planner amp SD Gateway A Sustainable Development Planning Tool 2 4 Self Evaluation The Self Evaluation window is used to assess the current status of your company or business unit relative to the elements defined in SD Planner This information is used subsequently to determine whether the organization is meeting its stated goals and to recommend potential actions Z GEMI Microsoft Internet Explorer E jol x File Edit View Favorites Tools Help Li Back gt A A Asearch 63 64 D 3 See SD A ASAN SD PLANNER 4 y PLANNER pst SN Select Element Employee Wel Being El CEO Employee Well Being Company XYZ Company User xyz Business Ethics Quality of Life
54. t strategy for a company will likely build on strengths already in place including company values organizational culture technologies core competencies customer relationships and the like Selecting Actions The next step is to choose the specific actions that best realize the strategy These actions will likely be geared towards the core competencies of the company or areas with the greatest potential to create business value which could range from achieving operational ecoefficiency to product innovation to strengthening stakeholder relationships These actions will also involve the process of engaging with stakeholders regarding SD issues conducting open dialogue with them responding to their concerns and communicating with them in a transparent manner regarding the company s activities Achieving Results Once a set of action initiatives is launched to pursue SD it is important that the results of these actions be captured preferably in terms of measurable benefits to the corporation and society These success stories will form the basis for establishing continued momentum in future SD efforts Organizational Alignment After an initial period during which SD has been introduced and successful actions have been demonstrated a broader program of communication and alignment is needed to assure that an understanding of SD is permeated throughout the organization e Continuous Learning Like any management process SD require
55. tainable Development Planning Tool 2 3 Overview of Graphical User Interface The SD Planner and SD Gateway was designed to be simple and intuitive so that use of extensive documentation would not be necessary The graphical user interface is essentially a series of forms where you enter data and issue commands 5 This User Guide is intended to orient beginning users by familiarizing them with the basic graphical elements and Adi functionality of the tool After the first few sessions a user User Guide 3 should not need to refer to this document All of the guidance presented here is also accessible via the Help SD Planner Steps buttons located on each screen of SD Planner Screening a All of the SD Planner functions are launched from the Self Evaluation left hand navigational menu shown at left This SD Goal Settings Planner menu has buttons that launch each of the five gt steps described in Section 2 1 4 Gap Analysis MA Action Planning 1 Screening 2 Self Evaluation 3 Goal Setting 4 Gap Analysis 5 Action Planning SD Planner Options Manage Elements Gp Manage Stages SD Planner Wizard Home This button brings the user back to the SD Planner and SD Gateway home page User Guide The User Guide button launches this document in the Start Acrobat Reader O format y Planner Wizard On the home page there is a simple wizard that Screening allows u
56. tainable Development Planning Tool 3 0 Add Collaborative Users Adding new collaborative users to the system is easy A company level user can use the following menu Collaborative Users Help NOTE Please provide this URL to users to login into system Add new User test test Edit Delete This screen can also be used to modify edit or delete existing users The link listed in this menu is the link that collaborative users should use to login to the system Add New User From the Manage Users screen click on Add new User The following screen will ask for a username password and their first and last name and email address Add User Help NOTE All fields with are Required fields Login Info Username Password Confirm Password Personal Info First Name Last Name Email GEMI SD Planner amp SD Gateway Help Documentation www GEMI org 45 GEMI SD Planner amp SD Gateway A Sustainable Development Planning Tool Next choose the User Type The user type allows you to choose if the user is able to add edit or delete information in the system The next section see below allows you to choose where you want this collaborative user to be able to read edit or delete e To create a read only user who will only be able to view information in the system but can t add edit or delete anything choose the first option e A Read Write user can
57. tary notices legends symbols or labels in the Product 3 Fees There is no license fee for use of the Product by Licensee 4 Proprietary Rights All title ownership rights and intellectual property rights trademark copyright and otherwise in the Product shall remain in GEMI or as specified in GEMI s ownership agreements for the Product The Product is protected by copyright and other intellectual property laws and by international treaties Licensee expressly recognizes and stipulates to the aforesaid declaration 5 Disclaimer of Warranty THE PRODUCT IS PROVIDED FREE OF CHARGE AND THEREFORE ON AN AS IS BASIS WITHOUT WARRANTY OF ANY KIND EXPRESS OR IMPLIED INCLUDING WITHOUT LIMITATION THE WARRANTIES THAT IT IS FREE OF DEFECTS VIRUS FREE ABLE TO OPERATE ON AN UNINTERRUPTED BASIS MERCHANTABLE FIT FOR A PARTICULAR PURPOSE OR NON INFRINGING THIS DISCLAIMER OF WARRANTY CONSTITUTES AN ESSENTIAL PART OF THIS AGREEMENT NO USE OF THE PRODUCT IS AUTHORIZED HEREUNDER EXCEPT UNDER THIS DISCLAIMER 6 Limitation of Liability TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW IN NO EVENT WILL GEMI ITS MEMBER COMPANIES OR ITS SUPPLIERS BE GEMI SD Planner amp SD Gateway Help Documentation www GEMI org 52 SD Planner amp SD Gateway A Sustainable Development Planning Tool LIABLE FOR ANY INDIRECT SPECIAL INCIDENTAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF THE USE OF OR INABILITY TO USE THE PRODUCT INCLUDING WITHO
58. the desired scope and focus of their own SD efforts Enable company assessment of current status The tool provides a straightforward structured approach toward assessment of a company s current status relative to broad industry norms For each element a company can assess its position relative to a five 10 GEMI 1994 Environmental Self Assessment Program Washington DC GEMI GEMI SD Planner amp SD Gateway Help Documentation 10 www GEMLorg SD Planner amp SD Gateway A Sustainable Development Planning Tool stage model of evolution This will help companies to set context and formulate their SD goals Enable formulation of SD goals and gap analysis The tool provides a flexible means for establishing company specific goals with regard to any of the major SD elements It also enables the identification of gaps between the company s current and desired position which provides the basis for developing action plans Clarify the potential business value of SD Depending on the chosen emphasis the tool will help companies to understand the potential value associated with particular SD initiatives and thence formulate a business case for action These insights are enriched by examples drawn from the experiences of GEMI member companies e Provide guidance and support development of an action plan For each selected element of SD the tool assists companies in developing an agenda for action by recommending approp
59. to create business value and provide a roadmap for taking action It recognizes that each company will take the actions that are most suitable for its needs but that the processes used by most companies in determining their strategies and actions may be similar to the processes used by other companies SD Planner provides assistance to companies making this journey by setting forth guidance for the different steps of the journey GEMI s objective is that SD Planner will be a catalyst for making progress in SD much like the GEMI ESAP tool10 was a catalyst for environmental management progress and the Responsible Care self assessment tool was a catalyst for environmental health and safety progress in the chemical industry The overall objective of the tool is to help companies begin to integrate SD into their business processes Although there is a significant self assessment component to SD Planner it is intended as a means for companies to identify and help achieve SD goals rather than as a way for companies to compare themselves to others Capabilities of SD Planner There are a number of specific capabilities that SD Planner provides to help companies get started on their journey toward SD Establish generic elements of sustainable business practices The tool synthesizes a broad range of generally accepted SD concepts into seven major elements See Figure 2 This provides a comprehensive basis for companies to select
60. ub Element 3 3 Local Cultures and Indigenous People Respecting the integrity of local cultures and indigenous people Indigenous people are the existing descendants of the original people inhabiting a particular region or country Sub Element 3 4 Fair and Free Competition Engaging in fair and free competition not offering paying or accepting bribes or kickbacks and refraining from using information on competitors that was obtained illegally or unethically GEMI SD Planner amp SD Gateway Help Documentation 49 www GEMLorg SD Planner amp SD Gateway A Sustainable Development Planning Tool Economic Element 4 Shareholder Value Creation Creating value for the company s shareholders Includes securing a competitive return on investment protecting the company s assets and enhancing the company s reputation and brand image through integration of sustainable development thinking into business practices Sub Element 4 1 Competitive Return and Protection of Assets Applying professional and diligent management to secure competitive return on shareholders investment and conserving protecting and increasing the company s assets through integration of sustainable development thinking into business practices Sub Element 4 2 Reputation and Brand Enhancing company reputation and brand image through integration of sustainable development thinking into business practices Element 5 Economic Development
61. uch as corporate responsibility sustainable growth and global corporate citizenship to capture the essence of their own journeys towards achieving SD goals Reflecting this evolution another definition of SD has emerged that is seen by some as more aspirational and results oriented than the Bruntland definition Sustainable development is about ensuring a better quality of life for everyone now and for generations to come There are a number of issues associated with SD that present significant challenges to the continued growth of global industries particularly in developing nations These issues include Environmental concerns such as the potential for climate change due to CO2 and other global warming gases degradation of air water and land in industrialized areas depletion of natural resources including fresh water biomass and minerals loss of agricultural land due to deforestation and soil erosion and threatened wildlife habitats including forests reefs and wetlands Human health concerns such as widespread exposures to trace levels of persistent bioaccumulative and toxic substances the lack of potable water for approximately 1 5 billion people globally unsanitary urban conditions over 2 billion people lack access to sewers and proliferation of both viral and bacterial infectious diseases 1 World Commission on Environment and Development 1987 Our Common Future Oxford Oxford University Press 2 World
62. ur goal wherever applicable Advance to Stage 5 lists actions that would advance you to Stage 5 e Backfill Gaps is an additional option that can be toggled on or off for any of the above three cases It lists not only actions that will advance you forward but also actions that would fill any gaps that may remain due to the threshold being less than 100 See Threshold in Section 2 4 After making your selections click the View Report button to generate a report of all the relevant actions recommended All Action Items Stage Prepare Element Employee Well Being A Employee Rights Practice Proposed Action Items Compliance with laws Identify and comply with laws related to employee rights second Identify and comply with laws related to employee rights Assessment of current practices Evaluate the employee relations climate in the countries in which the company operates Evaluate the effectiveness between employees and e of current mechanisms for dialogue Information gathering Review international standards related to employee rights Use these standards to evaluate industry best practices Identify practices used by industry to provide a means for constructive dialogue between employees and employer Response to stakeholder Respond to stakeholder concerns related to employee rights concerns lt A Return to 5D Planner Home GEMI SD Planner amp SD Gateway Help Documentation 34 www G
63. valuation Bs 86 410 I Y1Q BUZaeli Verdana Size1 Normal A Rl BO QL2A a E The Self Evaluation window is used to assess the current status of your company or business unit relative to the elements defined in SD Planner This information is used subsequently to determine whether the organization is meeting its stated goals and to recommend potential actions In this window you can view any of the seven elements in the form of a matrix The columns correspond to business practices in the five progressive stages of SD The rows or sub elements correspond to the different issues that are included in each element To assign a rating simply left click in any cell of the matrix until the desired rating is indicated eGreen indicates that the practice is implemented eRed indicates that the practice is not implemented eWhite i e blank indicates that the practice has not yet been rated There is no requirement to proceed in any particular order However it is recommended that you proceed element by element moving from left to right through the stages At the bottom of the window the standard buttons described in Section 2 3 are available HTML Tag lt BODY gt lt SPAN SPAN gt lt SPAN lt BLOCKQUOTE gt P gt Source Preview Simple mode Save Changes Cancel GEMI SD Planner 4 SD Gateway Help Documentation 23 www GEMLorg SD Planner amp SD Gateway A Sus
64. you to have the system display a selected amount of links If this field is set to 4 for example only four news articles will be displayed If the field is set to 8 the system will display the top eight news feed articles e Image Box o You can use this box to upload an image 400 pixels by 400 pixels that will be displayed to users in the SD Gateway area e Content Box o You can use this box to display a short content article to users in the SD Gateway area Add Info Box NOTE All fields with are Required Fields Please select a box type r RSS Feed Box RSS Feed URL 0 No of RSSFeeds r Image Box ee NOTE Maximum width should not exeed 400px and maximum height should not exeed 400px Content Box Content GEMI SD Planner amp SD Gateway Help Documentation www GEMI org 21 SD Planner amp SD Gateway A Sustainable Development Planning Tool e Gateway Link Box o Inthe left column type in the link that you wish people to be able to visit Links should be formatted with the http www gemi org format You can usually copy and paste this information from the address bar of your browser o Inthe right column under Short Description type a short description of the link o For example a link description might be GEMI Home Page T Gateway Link Box Link Short Description Manage Elements Stages

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GEMI SD Planner™ & SD Gateway User Manual