On December 1, 2019, Stephanie Ball was hired as the new Executive Director (ED) for the Central Okanagan Journey Home Society (COJHS), a backbone agency tasked with implementing Kelowna's five-year strategy to end homelessness. A few months earlier, COJHS had been declined its charitable status by Canada Revenue Agency because of a lack of clarity of its purposes and main activities. This was due to several factors including the fact that the society was newly formed, it had a complex board and subcommittee structure, and the task ahead was immense. Expectations were high that this new society could make progress on a social issue that was becoming increasingly of concern for City of Kelowna residents. Recognizing that financial independence, community perception, governance complexity and an ability to effect social change were criteria that had to be weighed, one of Ball's first tasks was to recommend to the COJHS Board an organizational structure best positioned for the enormous task - reducing homelessness - that lay ahead. This case introduces students to different legal structures associated with socially focused organizations such as nonprofits, for-profits and hybrid organizations (specifically C3's as this case is set within a Canadian context). In addition, it provides an opportunity to explore and discuss new collaborative governance entities such as backbone organizations.

MP Maintenance was a social enterprise composed of several micro-businesses (landscaping, window cleaning, pressure washing, graffiti removal, litter pick up, etc.) offering transitional employment to individuals previously living on the streets. Like many budding social enterprises, MP Maintenance needed to carefully balance the organization's social mission and the financial competitiveness of the services that it offered. In May 2016, Matt Smedley, executive director and chief executive officer, and David Greaves, general manager, sat together in the company board room awaiting the arrival of the four college students who had agreed to help them develop a marketing strategy. Their common goal was to enable the social enterprise to continue to deliver on its mission - supporting the employees of Mission Possible - while generating an unrestricted flow of revenue. After seven years spent establishing and growing the business, a fresh set of eyes was welcomed.

Barbara Levesque was preparing for her monthly board meeting on January 18, 2016. Five years ago John Howard Society of the North Okanagan (JHSNOK) made a strategic decision to pursue social enterprise. Its primary purpose was to better support the growth and development of their clients. A secondary driver was to find additional ways to diversify their funding sources to have more financial independence and stability. Social enterprise was identified as the vehicle to expand their impact, more fully meet their mission, and help contribute to long term operational funding. In 2010, Howard Industries was incorporated and two social-purpose ventures were created: "Uncle Howie's Kitchen" provided low cost catering and "Clean Sweep" offered minor renovations, painting and cleaning that mainly serviced the non-profit and public sector. By 2015, the investment in Howard Industries had started to pay off and to-date their social enterprises had contributed $4500 to its parent organization. The management team estimated that approximately 18 clients of JHSNOK worked full time in the two businesses throughout the four-year period from 2011 to 2015, and significant transformative change for some of these men had occurred. Howard Industries was at a pivotal point in development. The market showed an opportunity to maintain and expand current contracts, increase their profitability, and move their clients into leadership roles in the business. In order to grow, additional management time would have to be allocated to support it. Levesque had been asked by her Board to report on what Howard Industries achieved in 2015, and provide recommendations for its future direction. With the five-year social enterprise pilot coming to an end, Levesque needed to decide if Howard Industries was worth continuing and if so, how would she convince the Board to renew their commitment to this social venture.