TABLE OF CONTENT


1. Introduction

2. Governance & Responsibilities

2.1 B20 Chair

2.2 B20 Sherpa

2.3 International Advocacy Caucus

2.4 Task Force Structure

2.5 Task Force and Action Council Chairs

2.6 Task Force and Action Council Co-Chairs

2.7 TF/AC Policy Managers

2.8 TF/AC Project Management Officer

2.9 Task Force and Action Council Members

2.10 Deputies of Task Force and Action Council Chairs

2.11 Deputies of Task Force and Action Council Co-Chairs

2.12 Knowledge Partner (KP)

2.13 Network Partner (NP)

2.14 B20 Secretariat

3. Recommendations Development

3.1 Surveys

3.2 Inception Documents

3.3 Policy Paper

3.4 Meetings and Calls

3.4.1 Preparatory Material

3.4.2 Participation

3.4.3 Moderation

3.4.4 Interventions

3.4.5 Calls/Meetings Records

4. B20 Working Timeline

5. Advocacy

6. Appendix

1. Introduction

The Business20 (B20) is G20’s official engagement group for the business community. The B20 gathers the voices and aspirations of the private sector across G20 members on the world’s most relevant economic issues today. These ideas are crystallized into actionable and concrete policy recommendations that will be conveyed to the G20 leaders through a Final Communique. This year, the B20 processes are hosted by B20 Indonesia under the auspices of Indonesia’s Chamber of Commerce, KADIN. This year’s B20 Summit will be held on November 13-14, 2022 in Bali, and will be the seventeenth edition of the Summit. The discussion throughout B20 Indonesia 2022 will build upon the work that was done by previous B20 presidencies and will keep a forward-looking mindset to keep B20 relevant in proposing solutions to global economic challenges today. The discussions in B20 Indonesia 2022 will revolve around some key items that are guided by numerous Task Forces and Action Councils, such as:

 

  1. Trade and Investment Task Force 
  2. Energy, Sustainability, and Climate Task Force
  3. Digitalization Task Force
  4. Finance and Infrastructure Task Force
  5. Future of Work and Education Task Force
  6. Integrity and Compliance Task Force
  7. Women in Business Action Council

 

This working guideline seeks to provide a general overview of the responsibilities of key roles within the B20 as well as on the B20 processes and key deliverables.

2. Governance & Responsibilities

2.1 B20 Chair

The B20 Chair has the responsibility to lead the overall B20 process. They will represent the B20 as an entity vis-a-vis external parties throughout the G20 process. They also have the responsibility to appoint the B20 Sherpa, Chairs, and Co-Chairs of B20 Task Forces and Action Councils, as well as B20 Advisory Board members and B20 International Advocacy Caucus members. The Chair of B20 Indonesia 2022 is Mrs. Shinta Kamdani, the CEO of Sintesa Group.

2.2 B20 Sherpa

The B20 Sherpa has the responsibility to lead the B20 Secretariat and is responsible for its operational management. The responsibility includes the preparation, delivery, and advocacy of the policy recommendations, along with B20 Task Forces and Action Council Chairs and Policy Managers. Besides being responsible for ensuring the content of the B20, the B20 Sherpa is also responsible for the logistics of various B20 conferences before, during, and after the B20 Summit. The B20 Sherpa is also responsible for managing and monitoring the engagement with the Knowledge and Network Partners of the B20. The B20 Sherpa is chosen by the B20 Chair to represent the interest of the business community, and not to be confused with the G20 Sherpa.

2.3 International Advocacy Caucus

The B20 International Advocacy Caucus consists of CEOs of global companies as well as prominent persons across the G20. The members of the International Advocacy Caucus are directly appointed by the B20 Chair to provide valuable insights on current business issues, the global economic environment, as well as B20 priorities and agendas. The advice given by International Advocacy Caucus members is key in enriching the view of the B20 Chair throughout the B20 process. The International Advocacy Caucus members play a key role as the “B20 Ambassadors”, where they will play a vital role in activating their respective networks to enhance the visibility and legitimacy of B20 advocacy in their respective countries or jurisdictions. They may also be requested to formally take part in B20 proceedings and the side events leading up to the B20 Summit.

2.4 Task Force Structure

Figure 1: Task Force / Action Council Organizational Structure and High-Level Roles

Each Task Force or Action Council is led by a TF/AC Chair, that works collaboratively with Co-Chairs. The chairmanship is supported by deputies, policy managers, PMOs, as well as knowledge partners, and network partners. Each TF/AC is also populated by around 100 members that are selected from various backgrounds.

2.5 Task Force and Action Council Chairs

The Chairs of the B20 Task Forces and Action Councils have the responsibility to lead the preparation process of the policy papers in their respective Task Force or Action Council under the guidance of the B20 Chair and in close coordination with the B20 Secretariat, which is headed by the B20 Sherpa. The Chairs are prominent Indonesian business leaders that are directly appointed by the B20 Chair to lead the discussion in the Task Force or Action Council. They are assisted by a Policy Manager in setting the agenda in their respective Task Force or Action Council. They are also responsible for the advocacy of B20 priorities and policy recommendations. The Chairs represent their respective Task Force or Action Council in B20 meetings and other public events. The Chairs are tasked to identify their respective Co-Chairs and propose them to the B20 Chair for formal appointments, including creating their respective TF and AC selection criteria (gender, business sector, regional balance, et cetera) for Co-Chair nominations.


Typically, TF/AC Chair will spend weekly amount of 5-10% of FTE working hours.

2.6 Task Force and Action Council Co-Chairs

The Co-Chairs of the B20 Task Forces and Action Councils are commonly global business leaders that will assist the Chairs in the preparation of each Task Force or Action Council content by giving their valuable insights on recent global business and economic development. The Co-Chairs are nominated by each Task Force or Action Council Chair under the consideration of diverse business, geographic, and gender representation. They play a key role in advocating B20 recommendations to the public and their respective country or jurisdiction.


During inception periods, Co-Chairs support the Chair in the outreach of initial Task Force surveys as well as the recruitment process. During calls and meetings, Co-Chairs are key contributors in offering feedback and supporting the Chair in making sure the direction of discussion is aligned with key priorities and the B20 general theme. Co-Chairs also play a role in the outreach of recommendation papers to be disseminated globally through their networks.


Similar to TF/AC Chairs, TF/AC Co-Chairs will typically spend weekly amount of 5-10% of FTE working hours.

 

2.7 TF/AC Policy Managers

Policy managers are ideally someone who has been working with the TF/AC Chair for some time and are usually appointed directly from the Chair’s office. The policy Manager oversees content development and the overall progression of the policy drafting process. During the inception period, TF/AC Policy Managers ensure all relevant stakeholders are aware of how the TF/AC should progress throughout the meetings and calls. TF/AC Policy Managers also assess the contribution of every stakeholder of the TF/AC and coordinate with partners to ensure a high degree of inclusiveness, consistency, and effectiveness of the recommendations. Together with the B20 Secretariat and the TF/AC PMO, they also make sure deliverables are drafted timely and exhaustively.


TF/AC Policy Managers typically spend weekly amount of 50-80% of FTE working hours.

2.8 TF/AC Project Management Officer

TF/AC PMOs are professionals and/or officials from chairs’ offices in charge of content alignment between taskforces and its relation to the general timeline of the B20 and G20 line of events. Before the meetings of B20, TF/AC PMO prepares all the necessary templates and frameworks that each TF/AC will utilize as a base for discussion and drafting process. During the policy paper drafting process and throughout all meetings and calls, TF/AC PMO works with the B20 secretariat to ensure priorities discussed in taskforces do not overlap, and content creation is developed uniformly. 


The number of TF/AC PMOs will vary under the discretion of the B20 secretariat. TF/AC PMO time commitment will vary during different key phases of the B20 process. During the handover process leading up to the inception period (October 2021 – January 2022), TF/AC PMO will likely commit around 50% amount of FTE. Starting from the policy drafting process (January – July 2022), TF/AC PMO will likely require a 100% FTE commitment.

 

2.9 Task Force and Action Council Members

TF/AC Members are the main contributor to policy paper development and recommendations tackling key priorities as mandated by the B20 and G20. TF/AC members are selected among business executives or delegates from G20 countries’ companies and business organizations. TF/AC members discuss overall policy content including the possibility of country-specific challenges in recommendation implementation.


TF/AC members are selected via an application mechanism shortly after the handover period from the B20 Italy presidency. Applicants’ assessment weighs heavily on the applicant’s background and expertise in sustainability and crisis management, policies, regulations, and relevancy to the Task Forces and/or Action Council. TF/AC's total number of members should be around 100 people.

2.10 Deputies of Task Force and Action Council Chairs

Deputies for Chair can be nominated to support in assuming operational activities on their behalf, as well as by representing them in case they are not able to attend a meeting. Deputies may also be assigned a specific role within the operational group of a TF/AC by the Chairs.


TF/AC Chair and Co-Chair Deputies will typically spend 15-30% amount of weekly FTE.

2.11 Deputies of Task Force and Action Council Co-Chairs

Deputies for Co-Chairs can be nominated by the co-chairs to support in assuming operational activities on their behalf, as well as to represent them in case they are not able to attend a meeting. Deputies may also be assigned a specific role within the operational group of a TF/AC by the Co-Chairs. 


TF/AC Co-Chair Deputies will typically spend 15-30% amount of weekly FTE.

2.12 Knowledge Partner (KP)

Knowledge Partners are reputable international consultancy firms with extended expertise in policy areas relevant to each TF/AC. Knowledge Partners help B20 Secretariat, TF/AC Policy Managers, and other relevant stakeholders in different capacities, providing support in the preparation, drafting, editing, and finalization of policy papers. Knowledge partners also offer their experience in the matters and help Chairs and Co-Chairs to set priorities in their TF/AC.

2.13 Network Partner (NP)

Network Partners are international organizations that help the dissemination process of the B20 summit. Network Partners disseminate key milestones and achievements published by the B20 Secretariat to their extensive international communities and are requested to organize advocacy events within their core activities to connect B20 with their memberships, in coordination with the TF/AC Policy Manager for content alignment, and TF/AC PMO for scheduling of events.

2.14 B20 Secretariat

The B20 Secretariat oversees the overall progression and implementation of the B20 process, including its operations, policy paper development, communication & branding, information technology, as well as events & logistics. The B20 Secretariat is led by a senior member of KADIN and is comprised of managers, experts, and officials. B20 Secretariat organizes and delegates various tasks to TF/AC Policy Managers, TF/AC PMO, and the Knowledge Partners to support TF/AC Chairs in organizing the TF/AC meetings and all its events, defining and guiding TF/AC timelines to ensure deliveries of documents, and alignment with G20 agendas. B20 Secretariat is also responsible for the handover process to the next B20 India presidency.

3. Recommendations Development

3.1 Surveys

Initial surveys will be conducted after the completion of the B20 governance setup and members’ nomination, aimed at gathering feedback on proposed priorities’ relevance by ranking it through a series of questions. The survey result may also give a sense of direction towards how the discussion on each TF/AC will flow.

3.2 Inception Documents

The Inception Documents are prepared by the B20 Presidency to be presented in the first meeting with TF/AC members containing the background of previous B20 priorities and an introductory analysis on current conditions perceived and prioritized by the presidency in each TF/AC to rationalize its key priorities and mandates. The Inception Document should also introduce the B20 Presidency’s general motto. The Inception Document is structured in 3 main points:

  1. An overview of the B20 process, its governance, and stakeholders with a brief explanation of key issues and indicators that are most relevant to the economic world and their impact on businesses.
  2. A recap of previous B20 priority topics, and assessment of current global challenges as a transition to introduce updated priority topics and their consistency with the general theme of B20 Indonesia 2021 and survey results.
  3. A detailed TF/AC timeline.

3.3 Policy Paper

The Policy Paper is the main deliverable of each B20 Task Force and Action Council. The Policy Paper outlines the policy recommendations and specific policy actions agreed by the members of the Task Force and Action Council on the world's most important economic agendas that are to be delivered to the G20 leaders.


Each Policy Paper typically outlines the global business and economic context, how the recommendations address global business and economic challenges, the relevance of the recommendations to the global business and the overall G20 agenda, and concrete actions that are required to implement the recommendations. On top of that, an excellent Policy Paper typically estimates the impact of the recommendations once they are implemented.


The B20 Secretariat is responsible for ensuring that the contents of the policy papers are well incorporated into the B20 Recommendations Summary of the Final Communique. The policy papers will be attached to the Final Communique as annexes.


The policy papers are structured based on a standard editing guideline. They contain the main information about the given B20 cycle. The policy papers typically contain information on B20 leadership (B20 Chair, Task Force and Action Council Chairs, Co-Chairs, International Advocacy Caucus, and Advisory Board), membership (based on geographical and sector representation), and partnership (Knowledge Partners and Network Partners). When applicable, acronyms and bibliography may be attached as annexes.


Each policy paper will outline the priorities of each Task Force or Action Council. The Chair of each Task Force or Action Council will outline the main challenges, concerns, and objectives of their respective Task Force or Action Council in the foreword of the paper.


The recommendation section of the paper is usually structured to communicate the following items, including an executive summary, global context and latest development on the specific policy area, and how the policy recommendations that are offered by the Task Force or Action Council fit into the global economic and G20 agenda. 


Excellent policy papers comprise several clear policy recommendations (indicatively four to five) that are detailed into specific, concrete, and actionable policy actions (indicatively four to five). Each policy action is typically directed at certain actors, be it governments, international organizations, or other target entities. When applicable, each policy action should indicate a clear timeline of its acknowledgment, approval, endorsement, or execution.

3.4 Meetings and Calls

3.4.1 Preparatory Material

Before conducting a meeting or call, the B20 Secretariat will deliver the preparatory materials 3-7 days in advance. The preparatory materials typically consist of the proposed presentation materials and the agenda of the meeting.

3.4.2 Participation

All relevant information on the Task Force’s work, including meetings, calls, or documents, will be delivered by the B20 Secretariat via email. The B20 Secretariat will provide prior notification if in any case, some meetings need prior registration.

 

In the case of in-person meetings, access to participate remotely via teleconference will be provided. However, all stakeholders are highly encouraged to take part and attend the meeting in person.


In an unlikely case of a member or their deputy being unable to participate in a meeting, a representative can be assigned to attend the meeting. However, this requires formal notification to the B20 Secretariat two weeks in advance. The B20 Secretariat should be provided with the full contact details of the representative.

 

3.4.3 Moderation

All meetings will be chaired or moderated by the Task Force or Action Council Chair. The Chair may be replaced by the Deputy Chair when the Chair is unable to assume this duty. The Chair may delegate this responsibility to the B20 Sherpa, in an unlikely case.

3.4.4 Interventions

The TF Policy Manager will moderate the interventions delivered by Task Force or Action Council members during meetings or calls. This is to ensure that inputs from all relevant stakeholders are accommodated. In the spirit of inclusivity, each intervention will be capped at 2-3 minutes. Further inputs beyond the calls and meetings can be submitted to the Task Force or Action Council Policy Manager within 7 days following the call or meeting.

3.4.5 Calls/Meetings Records

The Knowledge Partner of each Task Force or Action Council is responsible for taking Minutes of Meetings. The Minutes of Meetings will be submitted by each Knowledge Partner to the B20 Secretariat for record-keeping.

4. B20 Working Timeline

Figure 2: B20 Indonesia High Level Timeline (Tentative)

The B20 Indonesian Presidency officially kicks off after a handover session from the B20 Italy during the B20 Summit in Rome in October 2021. From then until January 2022, preparation will be underway to first set up the B20 secretariat and governing body, to establishing task forces and long-listing key priorities of the B20 and each TF/AC, selecting chairs and governance of each TF/AC, and TF/AC members selection and initial surveys.


The inception meeting will be held on 27-28 January 2022, inviting every stakeholder of the B20 Indonesia and notable speakers, to introduce the presidency and its general themes. Then, meetings and calls will start immediately from February to July 2022, which is hosted by each  TF/AC Chair. Shortly after,  the advocacy and side events of the B20 will take place between July and September 2022 to raise awareness and disseminate policy recommendations' key points. Finally, the summit will happen in 13-14 November 2022. The 2-day summit will invite prominent business leaders and country leaders from the B20 member states and other invitations.

5. Advocacy

The B20 is inclusive in its nature. Each member has the responsibility to advocate B20 priorities to his/her network. The International Advocacy Caucus must maximize its exposure to outreach to qualified interlocutors across the G20 Countries. The B20 Chair will engage the G20 in regular and fruitful interaction with high visibility at the G20 Ministerial meetings. The B20 Chair, Sherpa, TF/AC Chairs, and Co-Chairs will carry out advocacy actions by participating in international Fora and other G20 events, while the Network Partners will take care of disseminating B20 priorities and recommendations to their members.

6. Appendix

1. TF/AC Chairs Job Description

Figure 3: TF/AC Chairs Job Description

2. TF/AC Co-Chairs Job Description

Figure 4: TF/AC Co-Chairs Job Description

3. TF/AC Deputy Chair Job Description

Figure 5 TF/AC Deputy Chair Job Description

4. TF/AC Deputy Co-Chair Job Description

Figure 6 TF/AC Deputy Co-Chair Job Description

5. TF/AC Policy Manager Job Description

Figure 7 TF/AC Policy Manager Job Description

6. TF/AC PMO Job Desc

Figure 8 TF/AC PMO Job Desc