Subject: Note from Carol and Larry re Case Study of CWF
From: Carol Larson <[email-masked]>
To: Jamshyd Godrej <[email-masked]>, Carol Larson <[email-masked]>, Larry Kramer <[email-masked]>, 'Pamela Matson' <[email-masked]>, Kristian Parker <[email-masked]>, Charlotte Pera <[email-masked]>, John Podesta <[email-masked]>, "Sue Tierney" <[email-masked]>, "Bill Reilly (B)" <[email-masked]>, "Charlotte Pera ([email-masked])" <[email-masked]>, Charlie McElwee ([email-masked]) <[email-masked]>, "Brian McCracken" <[email-masked]>,
Date: Wed, 9 Dec 2015 18:50:45 +0000

MEMORANDUM--confidential

To:  CWF Board and Executive Team
From:  Carol and Larry
Re:  Overview of CWF Case Study

We look forward to seeing you next week.  At this time, Larry and many of you are in Paris.  What an important and exciting time!  Carol is grounded here, given a Packard Board meeting.  But we are all looking forward to our December CWF Board meeting next week where we hope there will be good news coming out of Paris!

At our meeting next week, we will also have an opportunity to discuss a soon-to-be released case study about lessons learned from the first five years of ClimateWorks. The pre-publication final draft is attached.  It is embargoed, so please keep it CONFIDENTIAL.  We wanted to provide some background information on the origins of the case study and on preliminary dissemination plans.

In the fall of 2013, the Hewlett and Packard Foundations were approached by John Sherman and Gayle Peterson of pfc Social Impact Advisors (pfc) to contribute to a book and associated set of teaching materials about the world's most complex (or "wicked") problems. At the time ClimateWorks was early in its transition from the 1.0 to 2.0 model. Hewlett felt it was an opportune moment to capture lessons learned from ClimateWorks' startup years for students of social change and decided to support pfc in developing a teaching case. Packard agreed to partner with Hewlett in supporting the effort.

As you know, ClimateWorks is a quite unique effort in the history of philanthropy, and we have all been learning along the way, both about things that work and about challenges. The Packard and Hewlett Foundations are both committed to adaptive learning, which has included supporting independent, third-party evaluations, academic research, and qualitative assessments of the experience of staff and external stakeholders around the world. pfc's study draws on and contributes to this body of work. We hope there will be many more studies undertaken and perspectives expressed in the coming years.

As you will see, the study covers the years 2008 through early 2013, with a particular focus on strategy design and early implementation. It is written and designed primarily as a classroom teaching tool -- one of twenty case studies pfc is developing to examine how social investors are tackling wicked problems facing the world's most vulnerable people. They hope to inform and educate future social change leaders about the risks and consequences of their actions. The case study analysis will be incorporated into the Oxford Saïd Business School Executive Education program and a book to be published by Stanford University Press titled Good, Evil, Wicked: The Art, Science, and Business of Giving.

To prepare the case, the Hewlett and Packard Foundations provided background materials, suggested interview sources, and gave feedback on the potential presentation of findings; pfc developed the framework, conducted 65 interviews with stakeholders in the US, India, China and Brazil, and synthesized the final product based on their expertise and analysis.  pfc has assured us that all direct quotes have been reviewed and approved by the person quoted.

The case will be released in 2016 (the precise timing is still to be decided but will most likely be in the spring to coincide with teaching opportunities). In addition to classroom use, pfc may host forums, online and/or in-person, to make their ideas more widely accessible. Hewlett and Packard have the right to pre-approve these plans and we hope to get more detail soon.

In addition to pfc using the case study in classes and in their book, we hope others will find things of use here-especially those involved in ClimateWorks 1.0, new ClimateWorks 2.0 supporters, and potential climate mitigation funders. We believe that ClimateWorks 2.0 has benefitted from what we learned from ClimateWorks 1.0, and we are eager to focus our time on continuing to support and strengthen CWF going forward.

We look forward to discussing this at the upcoming Board meeting. There is much to be proud of in the efforts accomplishments of CWF 1.0, as well as in the evolution and current focus of CWF 2.0 in building on that model. We are planning to discuss the case study at a joint learning session for Hewlett and Packard staff in the spring, but we are eager to hear your thoughts and reactions first.

See you next week.

Carol and Larry