Report #5

Executive Summary

We nailed our spirit: Curiosity Done Well.

May 2, 2023: Simon's green dinosaur jumper unintentionally coordinating with the big plant.

We nailed our spirit: Curiosity Done Well.

Our fifth year (FY 23/24) was refined and big, with 32 wonderful clients, 10 Webflow and Shopify launches, lots of design and our biggest customer research project to date! But it wasn’t all rainbows. Growth didn’t quite go as planned, and we continued refining our processes (scope creep, here’s looking at you).

July 2024: The Harvey team 📸 From left to right: Sarah O’Terra, Simon Smallchua, Rachel Lai, Rebecca Smallchua, Celine Tan, Susanna Rose

If you’re reading this, you probably know a bit about Harvey already, but here’s the gist: we’re a strategic marketing company, founded in 2019, and we’re all about unlocking the potential of the New Economy to create a better world. For the planet, for our grandkids, for everyone. We want to help conscious businesses grow.

This is our fifth Impact Report for our fifth year in business (phew!) and while it’s no cakewalk, it was significantly easier than last year. We publish these every year because we believe accountability and transparency are the hallmarks of good business. We also want to document our learnings as we go – the good stuff and the bad – in the hopes that it will help other companies.

2024 was another fantastic year, full of amazing clients, stretch goals, challenges and Big Questions. On the personal side of things, Simon and I built a house (with more than enough decisions and blowouts and delays), raised two kids under three, and felt the impact of the cost of living crisis head-on (hello interest rates 😣). Growth didn’t quite go as planned, we made intentional decisions not to grow when we didn’t feel we were ready. Year five was all about refining our processes and doubling down on design & websites. We explored a variety of approaches (old and new) to website builds and manage stuff like scope creep, being focused on every dollar vs doing our best work..

Simon and I also did some ‘deep thinking’ about our personal and career goals, and where we want to take Harvey moving forward. The plan is to carefully grow with more senior people who can lead the business, freeing us up for more strategic, hands-on work (the reason we started the business).

But the really exciting news is that we finally got the spirit of Harvey down on paper - “Curiosity Done Well”. Which came from a leadership workshop with Global Leadership Foundation. Our spirit is about digging deep to understand with dependable delivery while achieving impact for clients. If we nail those three things, our sixth year will be our best yet.

If you have any questions about this report, or you’d like to chat Impact Reporting over coffee sometime, get in touch via email or socials. We love meeting like-minded businesses. Thanks for taking the time to dig into Harvey. We look forward to seeing you in 2025.

Becky Smallchua x

Simon, Becky, Margie and Arthur Smallchua celebrating the first family birthday in their new home!

This Impact Report is a summary of our FY23-24, broken into 7 parts, plus this executive summary. We’ve tried to make it simple and easy, so you can dive deeper into specific chapters:

  1. FY 23 - 24  Results  - traffic light review 
  2. Clients - Help conscious business grow
  3. Team - Enable everyone to be their best
  4. Community -  Lift the communities we’re a part of
  5. Environment - Crank up the action on climate and environment
  6. Governance - Operate fairly and squarely as an impact business
  7. Goals - eyes on FY 24-25

My personal highlights

Client work

  • Helped 32 clients who directly impacted 13 of the UN sustainable development goals with a particular focus on the Poverty, Gender Equality, Good Work & Economy, Financial Equality, and Food goals.
  • Another big year of website builds (10 Webflow & Shopify launches!) We're particularly proud of The Sociable Weaver, Compass and Dreamy. Oh, and we became an official Webflow Certified Partner! 
  • We continued to support Merry People’s Shopify & email automation to grow AU/NZ, US/CA and UK with Design, Analytics & Development. 
  • Delivered our biggest customer research project to date in the travel category for an undisclosed global travel brand across 5 markets, including 35 interviews, 2,500 survey respondents and analysis of 300k+ bookings to develop strategic opportunity recommendations.
  • Built our design capability in-house, delivering brand identities like Chaulk, plus branded resources for Common Ground’s NAIDOC campaign.
  • Dived deep into the disability sector to understand the complexities of the NDIS system with our client, Cerebral Palsy Support Network. Also defined a new marketing strategy and positioning for the organisation.

Other nifty things 

‘How to communicate B Corp’ on a panel. Angie (B Lab), Natalie (Compass), Simon (Harvey), Annaleise (4 Pines), Kate (Pic’s Peanut Butter) and Stephanie (Boody). 

We worked with impactful organisations of all shapes, sizes and industries

We worked with an interesting mix of client partners this year! We’ve continued to do what we love across research, brand and marketing, but we’ve also leant much more about tech and impact strategy. All up, we worked with 32 clients in 2024.

{{client-services-list}}

Revisiting our impact and giving model

When we started out, we committed to an annual 5% donation to climate. In our first 3 years of business, we donated a total of $84,000 to Greening Australia and Beyond Zero Emissions. Unfortunately, due to a challenging financial position FY 23/2422/23 we were not able to donate (more details here). This year, we’re reviewing our giving model and considering investments in clean tech enterprises and/or donations to charitable organisations fighting climate change. We haven’t come to a final decision yet, but plan to combine FY 23/24 contribution with FY 24/25.

The Business Pickle… didn’t work out how we hoped

After developing impact strategy services through our new venture The Business Pickle for 24 months, and after engaging with hundreds of organisations, including research and consulting work, we've found limited appetite to prioritise new impact initiatives right now. Which is a bit of a bummer.

I think we were optimistic that there was intent and goodwill from many organisations, but when push came to shove they were focused on existing business, maintaining financial sustainability, team culture and competitive difference in a rapidly changing environment (financial, political, AI, and regulatory). 

In short, businesses were struggling to keep up with existing pressures, and couldn't genuinely engage in impact strategy. This was a bit disappointing, depressing even, but there are regulatory and shareholder pressures coming that will hopefully force the issue. Or maybe, when we emerge from this period of instability, impact can become a greater focus once more. 

We will continue to integrate impact, purpose and values in the work we do, and we’ll be standing by to support impact initiatives (if and when they pop up). In the meantime, we'll focus on unlocking the potential of existing impactful organisations.

The Business Pickle offered commercial research, content (podcasts and white paper articles) and ESG consulting services to businesses on their impact improvement journey.

What’s this ‘Curiosity Done Well’ thing? 

We’ve always thought curiosity is an underappreciated virtue. Good things happen when you’re curious, which is why we landed on “Curiosity Done Well” as our spirit.  

So what does it mean? 

Curiosity

Well, it starts with asking the right questions. Listening without knowing, without judgement. Really getting to know our clients. Using data to dig beneath the surface and see what’s going on with a brand. 

Done

Great understanding is fabulous, but impact is only realised when actions are taken (or not taken). We care about delivering quality work on time, and on budget, where stakeholders are on board, understand and manage it moving forward.

Well

Impact, did it shift the dial? Is our client's business more impactful, efficient or growing? Are they improving their impact on people and planet? Curiosity comes back in, getting feedback from the target audiences and business metrics to continually adapt and improve our results.

Sarah, Lauren (B Lab) and Celine at the B Corp Month Panel at Blue Rock in discussion with industry peers, clients and partners.
No items found.
  • Maintain B Corp score from 134.1 with workers included
🟢
  • We officially re-certified in November 2023, and are pleased to report we achieved the same score (to the decimal point). Wild! We shared our experience of recertification here.
  • Share templates, documents, insight into business for good
🟠
  • We haven't done this publicly, but when people have asked, we have shared. And we're sharing a series of things as part of this impact report.
  • Maintain current ownership and governance
🟢
  • Harvey is 100% owned by the Smallchua Family Trust. Rebecca Smallchua is our sole Director.
  • Re-use, recycle and manage dangerous waste
🟢
  • We continue to implement our hazardous waste policy and are on a continuous learning and improvement journey.
  • We repair damaged hardware and minimise purchasing of new equipment.
  • Personally we're all Facebook Marketplace fans.
  • Be climate positive at work and at home
🟠
  • We don't track our CO2 emissions, rather we take a much more general and high emissions view. However, this year, we didn't donate to the environment (see above) so we can't say we countered our CO2.
  • Advocate for climate change / inspire sustainable living
🟢
  • We hosted a panel event on Zero Emissions Day in September 2023, along with our friends at Portable, where we interviewed industry experts on the opportunity to engage with community and work towards a more sustainable future. Recording here.
  • Donate 5% to the environment
🔴
  • We didn't make the donation this year as we're revisiting our impact giving model - more details here
  • Invest $20k in impact businesses plus $20k of pro bono time
🔴
  • We delivered some pro bono time but dropped the ball and had no official measurements in place.
  • We also did not invest $20k in impact businesses, and are reviewing this goal going forward. In the last 12 months, our three Impact Investments all lost their value (Whole Kids, Pronto Bottle & Kester Black). While it's not great, we accept this is part of ambitious investing, and each had their own challenges that they couldn't quite overcome.
  • Buy with intention from local and discriminated groups
🟢
  • We continue to be intentional about our suppliers as outlined in our policy and report the details in the Community chapter of our report.
  • Protest and boycott important issues (Australia Day, Melbourne Cup)
🟢
  • Yes and yes!
  • 9 day fortnights, with option for 4 day weeks
🟢
  • 80% work 9 day fortnights, 40% part-time hours, 10% standard working hours.
  • Improve and increase capability across team
🟢
  • Raising our emotional health levels through a leadership development program with Global Leadership Foundation.
  • Expanding output skills: Market research, Web design, content & copywriting, strategy & development and automation strategy.
  • Targeted and clear personal growth, if we are better our clients will be
🟢
  • A new process for 360 feedback, plus personal goal setting questionnaires that ask the big questions of where we want to go and how we'll get there. Also lots of accountability check-ins.

Client survey metrics

  • 3 / 5 value for money (1 - 'could charge less' and 5 - 'could charge more')
  • 8 / 10 likely to recommend
🟢
  • 3.4 / 5 value for money
  • 9.2 / 10 likely to recommend

No destructive clients. Revenue breakdown: 17% Good, 59% Great, 24% Amazing

🟠
  • No destructive clients.
  • Revenue breakdown: 17% Good, 59% Great, 24% Amazing (A little over on Good and under on Great, but on target for Amazing - which is most important, so we're happy with that)
  • All staff spend 80%+ of their time on clients
🔴
  • Spent 64% of our time on clients (under). Due to team changes (recruitment, onboarding and offboarding) and extra investment in training, personal development and community engagement (e.g. B Local), we did not hit this target. On reflection, we will think 80% is too ambitious and we'll be revising to 70% going forward.
  • Regular, honest check-ins about how we feel
🟢
  • Stand ups, development sessions, watercooler chats, impact updates and more.

$994k revenue (Up $211k on FY2223)

🔴
  • $833,588. Revenue was up 6% YoY. Midway through the year, we adjusted down our target to $879k as team growth / services shifted. The main reasons we didn't hit target were scope creep and overruns, both of which we're trying to manage better with process improvements.
  • Maintain B Corp score from 134.1 with workers included
🟢
  • We applied for our B Corp re-certification at the end of this financial year and are pleased to report we achieved the same score (to the decimal point). Wild!
  • Share templates, documents, insight into business for good
🟠
  • We haven't actively done this publicly, but when people have asked, we have shared. And we're sharing a series of things as part of this impact report.
  • Maintain current ownership and governance
🟢
  • Harvey is 100% owned by the Smallchua Family Trust and Rebecca Smallchua is our sole Director.
  • Re-use, recycle and manage dangerous waste
🟢
  • We continue to implement our hazardous waste policy and are on a continuous learning and improvement journey.
  • We repair damaged hardware and minimise purchasing of new equipment.
  • Personally we're all Facebook Marketplace fans.
  • Donate 5% to the environment
🔴
  • We fell short here, we didn't make the donation. More details here.
  • Advocate for climate change / inspire sustainable living
🟢
  • Be climate positive at work and at home
🟠
  • We don't track our CO2 emissions, rather we take a much more general and high emissions view. However, this year, we didn't donate to the environment (see above) so we can't say we countered our CO2.
  • Protest and boycott important issues (Australia Day, Melbourne Cup)
🟢
  • Have a RAP, engaged stakeholders and implemented more change
🔴
  • Due to competing priorities and limited time (no lack in desire) we de-prioritised our Reconciliation Action Plan as we want to do it meaningfully and have the capacity to follow through. However, we took a few first steps outlined here.
  • Buy with intention from local and discriminated groups
🟢
  • We continue to be intentional about our suppliers as outlined in our policy and report the details in the Community chapter of our report. We took it one step further this year with a public call to pledge to audit suppliers in this campaign www.supplier-impact.com
  • Invest $20k in impact businesses plus $20k of 100% pro bono time
🟠
  • We delivered some pro bono time but dropped the ball and had no official measurements in place. We also did not invest $20k in impact businesses because of the reduced revenue with Becky on maternity leave.
  • Sarah personally donated her photography equipment valued at around $7,500 to empower a content and brand producer in the Solomon Islands.
  • 9 day fortnights, with option for 4 day weeks
🟠
  • 40% work 9 day fortnights, 40% part-time hours, 20% standard working hours.
  • Improve and increase capability across team
🟢
  • Elevated our tool nerd level. See here.
  • Expanding output skills: Market research, Web design, strategy & development, video editing, and automation strategy.
  • Targeted and clear personal growth, if we are better our clients will be
🟢
  • Lots of on-the-tools growth, structured learning through weekly Lunch 'n Learns and Intro to Programming at RMIT.

No destructive clients. Revenue breakdown: 15% Good, 60% Great, 25% Amazing (Here's what the classifications mean)

🟢
  • No destructive clients.
  • Revenue breakdown: 10% Good, 66% Great, 25% Amazing
  • All staff spend 70%+ of their time on clients
🟢
  • Spent 71% of our time on clients (over by only 76 hours).

Client survey metrics

  • 3 /5 value for money
  • 8 / 10 likely to recommend
🟢
  • 3.4 / 5 value for money
  • 8.8 / 10 likely to recommend

Maintain current revenue

🟠
  • Revenue down 16% YoY
  • Regular, honest check-ins about how we feel
🟢
  • Stand ups, development sessions, watercooler chats, impact updates and more.

New

Returning

22 Bricks
ABCH
ATEC
Abundant Water
Anantaya Jewellery
B Lab ANZ
BZE
Bank Australia
CPSN
Certification O
Chaulk
Client Fabric
Clockwork Films
Common Ground
Compass Studio
Cyclion
Dog & Bone
Envirotecture
Evee
Farm My School
Fellten
Gewürzhaus
Global Leadership Foundation
Goodtel
Green Collar
Hagens Organics
Hey Doodle
Jasper Coffee
Jaunt
KOSI
KingPump
LVLY
Lee Christison
Lumen
MIIROKO
MK Local Foods
Marnie Hawson
Merry People
Nexa Advisory
No Lights No Lycra
North West Guadalcanal Association (NWGA)
OBG
One Small Step
Parliament of Victoria
Peninsula Hot Springs
Pixii
Portable
Possible
Prisma Legal
ReCo
Shadowboxer
Strongim Bisnis
Studio Schools Australia
THL Tourism Holdings Limited
Thankyou
The Next Economy
The Salvage Yard
The Sociable Weaver
Time
WIRE
Whole Kids
iDE

B Corp

Not-for-profit

Diverse ownership

22 Bricks
ABCH
ATEC
Abundant Water
Anantaya Jewellery
B Lab ANZ
BZE
Bank Australia
CPSN
Certification O
Chaulk
Client Fabric
Clockwork Films
Common Ground
Compass Studio
Cyclion
Dog & Bone
Envirotecture
Evee
Farm My School
Fellten
Gewürzhaus
Global Leadership Foundation
Goodtel
Green Collar
Hagens Organics
Hey Doodle
Jasper Coffee
Jaunt
KOSI
KingPump
LVLY
Lee Christison
Lumen
MIIROKO
MK Local Foods
Marnie Hawson
Merry People
Nexa Advisory
No Lights No Lycra
North West Guadalcanal Association (NWGA)
OBG
One Small Step
Parliament of Victoria
Peninsula Hot Springs
Pixii
Portable
Possible
Prisma Legal
ReCo
Shadowboxer
Strongim Bisnis
Studio Schools Australia
THL Tourism Holdings Limited
Thankyou
The Next Economy
The Salvage Yard
The Sociable Weaver
Time
WIRE
Whole Kids
iDE

No items found.

Research

Brand

Website

Marketing

Technology

Impact Strategy

22 Bricks
ABCH
ATEC
Abundant Water
Anantaya Jewellery
B Lab ANZ
BZE
Bank Australia
CPSN
Certification O
Chaulk
Client Fabric
Clockwork Films
Common Ground
Compass Studio
Cyclion
Dog & Bone
Envirotecture
Evee
Farm My School
Fellten
Gewürzhaus
Global Leadership Foundation
Goodtel
Green Collar
Hagens Organics
Hey Doodle
Jasper Coffee
Jaunt
KOSI
KingPump
LVLY
Lee Christison
Lumen
MIIROKO
MK Local Foods
Marnie Hawson
Merry People
Nexa Advisory
No Lights No Lycra
North West Guadalcanal Association (NWGA)
OBG
One Small Step
Parliament of Victoria
Peninsula Hot Springs
Pixii
Portable
Possible
Prisma Legal
ReCo
Shadowboxer
Strongim Bisnis
Studio Schools Australia
THL Tourism Holdings Limited
Thankyou
The Next Economy
The Salvage Yard
The Sociable Weaver
Time
WIRE
Whole Kids
iDE
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