Enhancing Work-Life Management and CSR in Finance Sector

1. With EU Contribution 'Work-Life Management and CSR in the finance sector: a training path to incentivize the social dialogue at company and European level. VS/2016/0394 WG1(Family Needs) Focus Meeting, Edinburgh 19th May 2017 Antonio Masciale FIRST , National Training Officer VS/2016/0394 Edinburgh – AM

2. The project aims

3. The project structure WG 1 WG 2 WG 3 VS/2016/0394 Edinburgh – AM

4. Working groups The partners have been divided into three working groups: WG1 WG2 Area of investigation: WG1 and WG2 topics from the P&Ms’ point of view WG3 VS/2016/0394 Edinburgh – AM

5. The WG1 composition The working group 1 consists of: • CAROLINE FARRELL, UNITE THE UNION , UK • MERAL GUNEC , BSS BASISEN, TURKEY • ADRIAN SOARE , SINDACATUL UPA, ROMANIA • VILMA MARRONE, FIRST CISL, ITALY facilitator (the rapporteur) ANTONIO MASCIALE, FIRST CISL, ITALY WG1 The Project Manager supervision will ensure the compliance with the working standards VS/2016/0394 Edinburgh – AM

6. The WG1 field of investigation Taking into account the European framework (EU Directives, European Commission Work Program and Road Map, European Parliament Resolutions, etc.), the group researched and analyzedlaws, national and company agreements and social dialogue good practices aimed at rebalancing family responsibilities within family forencouraging female participationin the labor market WG1

7. The WG1 task OUR STEPS • Search and collect laws, national and company agreements and bargaining good practices • Focus group to share the gathered documents • Study and extract the key features of the analyzed issues and materials VS/2016/0394 Edinburgh – AM

8. The work at distance Methodology The facilitator of each group coordinates research and group debate through the Virtual Agora, a virtual square where the group: Shares information and material about the subject Debates and exchange points of view, opinions about the work outputs VS/2016/0394 Edinburgh – AM

9. The focus meetings Each group met separately. In May we have an interim evaluation of the distance work and plan the following research steps. • The WG1 focus meeting is today in Edinburgh VS/2016/0394 Edinburgh – AM

10. The WG1 task Edinburgh focus meeting The group meeting in order to: • carry on a mid-term evaluationof the work done at distance • share the research results • plan the following research steps VS/2016/0394 Edinburgh – AM

11. The focus meetings Into the virtual agora we can find the results of your research, your considerations, etc. The documents we received were included in this "shared space" that we use for our work, for our project. This is the list of the works done at distance (results at 16.05.17): Turkey – ” Work Life Management in Turkey “– by Meral Gunec Italy – “Family Needs” - by Vilma Marrone Romania – “Woman encouragement on participating on labor market and the place of the family within working relations context” – by Adrian Soare Finland – “Work life Management in Finland” – by Mika Makela Greece – “Work life Management in Greece” – by Vana Georgakopolou : VS/2016/0394 Edinburgh – AM

12. The focus meetings We have the documents written by our colleagues from Greece and Finland. These colleagues are not here with us. They are in the other groups. Their documents contain interested parties for our WG. Now I will try to make a brief summary of their documents. After, each partner will have the time to talk about his research VS/2016/0394 Edinburgh – AM

13. Finland “Work life Management in Finland” by Mika Makela VS/2016/0394 Edinburgh – AM

14. Greece “Work life Management in Greece” by Vana Georgakopolou VS/2016/0394 Edinburgh – AM

15. The work at distance Next steps To study and extract the key features of the analyzed issues and materials Working tools The Analysis Form A questionnaire, prepared by the facilitator of each group, to guide the research and extract the key features of the analyzed issues and materials, with a special focus on good practices on social dialogue and company agreements in the financial sector VS/2016/0394 Edinburgh – AM

16. The work at distance Next steps Working tools The SWOT Analysis or SWOT matrix. (Albert Humphrey) Is an acronym for strengths, weaknesses, opportunities and treats and is a structured planning method that evaluates those four elements of an organization, project, situation etc. It’s important to discover internal an external factors that are favorable and unfavorable to achieve an objective Strengths Weaknesses Opportunity Treats VS/2016/0394 Edinburgh – AM

17. The work at distance Next steps Working tools The SWOT Analysis through which the groups will evaluate: • strengths and weaknesses of the trade unions activity and social dialogue in their field of investigation • opportunities and threats with respect to the existing European and national laws, agreements and social dialogue good practices Strengths Weaknesses Opportunity Treats VS/2016/0394 Edinburgh – AM

18. The WGs’ task The opinion poll An open survey via web will be carried out in order to collect the experiences and the points of view of our colleagues and privileged observers in the financial sector throughout Europe. Each member of the WG will be in charge of promoting and smooth the opinion pool progress in their own company/organization. The WGs’ facilitators will coordinate and address the work. VS/2016/0394 Edinburgh – AM VS/2016/0394 Edinburgh – AM

19. The follow up meeting During the next autumn meeting the Steering Committee will: • analyze the works done by the three groups • evaluate their outcomes • prepare a complete synthesis bringing them to unity • select the most interesting good practices • pick the most remarkable suggestions from the opinion poll Taking into consideration all that, choose the topics to be tackled and design the next training course VS/2016/0394 Edinburgh – AM

20. With EU Contribution 'Work-Life Management and CSR in the finance sector: a training path to incentivize the social dialogue at company and European level. Focus on Professionals and Managers' - VS/2016/0394 Thanks! VS/2016/0394 Edinburgh – AM