Social Investment Portfolio Review

TotalEnergies carried out a Social Return on Experience initiative on Social Investment (SI) focused on promoting good SI practices in the selection, design, execution and monitoring of SI projects. Plexus was commissioned to carry a portfolio review of TotalEnergies’ SI practice, benchmark Total’s performance against industry best practice; and prepare guidance for social performance staff at HQ and affiliate level.

Deliverables

Plexus reviewed 16 SI projects from seven of TotalEnergies affiliates and 12 SI comparator projects from peer companies. The case studies were presented in a standardised format to facilitate access to information and comparison across projects. Plexus also carried out a comparative analysis of international SI guidance and standards, and prepared good practice notes on topics such as project selection and initiation; performance indicators; social return on investment (SROI); and responsible exit.

Plexus also compiled a self-implementation guide to allow affiliates to carry out their own SI reviews and designed an E-Library to facilitate access by staff to the results of the initiative.

Outcomes

The project raised awareness of the importance of SI and the value of sharing lessons and good practices on SI. It also emphasised the need for actionable guidance to assist staff with practical aspects of SI design, execution, monitoring and sustainability, and identified areas for improvement and highlighted good practices and areas for staff capacity building.

Social Investment document cover

Client

TotalEnergies

Location

Global

Social Investment Portfolio Review

Client

TotalEnergies

Location

Global

TotalEnergies carried out a Social Return on Experience initiative on Social Investment (SI) focused on promoting good SI practices in the selection, design, execution and monitoring of SI projects. Plexus was commissioned to carry a portfolio review of TotalEnergies’ SI practice, benchmark Total’s performance against industry best practice; and prepare guidance for social performance staff at HQ and affiliate level.

Deliverables

Plexus reviewed 16 SI projects from seven of TotalEnergies affiliates and 12 SI comparator projects from peer companies. The case studies were presented in a standardised format to facilitate access to information and comparison across projects. Plexus also carried out a comparative analysis of international SI guidance and standards, and prepared good practice notes on topics such as project selection and initiation; performance indicators; social return on investment (SROI); and responsible exit.

Plexus also compiled a self-implementation guide to allow affiliates to carry out their own SI reviews and designed an E-Library to facilitate access by staff to the results of the initiative.

Outcomes

The project raised awareness of the importance of SI and the value of sharing lessons and good practices on SI. It also emphasised the need for actionable guidance to assist staff with practical aspects of SI design, execution, monitoring and sustainability, and identified areas for improvement and highlighted good practices and areas for staff capacity building.

Social Investment document cover