THREE YEARS. THREE PARTNERS. ONE GOAL - PROJECT EVALUATION NATIONAL CHARITY PARTNERSHIP 2015- 2017 - DATAPRESS
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Introducing the Tesco National Charity Around 4 million people Partnership are living with Type 2 diabetes in the UK today. National Charity Partnership An estimated 7 million people have heart and circulatory disease. These conditions are — largely preventable, but millions more are People National Charity Partnership still at risk. Possibilities — Progress This is why Diabetes UK, the British Heart Foundation (BHF) and Tesco Our ground-breaking, award-winning, three-year initiative ran from 2015 joined forces to raise millions and to January 2015 to the end of December — work together to help young families 2017. Now complete, the scale and take small steps to better health, by impact of the Partnership’s work encouraging them to move more and demonstrates the power of bringing 2016 eat better. three partners together to tackle a single issue. 2017 — NCP Case Studies NCP Case Studies 2015 – 2017 1
Top three achievements of the Partnership 1 Raised over £25 million 2 3 Inspired 1 million adults Delivered a truly strategic In just three years, the Partnership Reached 35.4 million people and Partnership supported Tesco colleagues and customers inspired around 1.1 million UK adults to raise over £25m. In a ground-breaking to take some form of action to We delivered a truly strategic partnership approach, a centrally appointed team improve their lifestyle through a that enhanced the work of all three worked with all three partners to help social marketing campaign. Engaged partners. Highlights include: Funding nine families to take small steps to better health 1.2 million people in local and online medical research projects; a support and reduce people’s risk of Type 2 diabetes prevention programmes. Our award- programme for young people newly and heart and circulatory disease. winning programmes resulted in diagnosed with Type 1 diabetes and statistically significant behaviour support for Tesco led campaigns, such change. as product reformulation and customer health months – which we know led to healthier baskets. 2 3
Contents Introduction 6 The power of three 10 Our Partnership 12 Fundraising 18 Stores 22 Big Collection 25 Head Office 26 CRM 27 Challenges and JustGiving 28 Great Tesco Walk 30 Distribution Centres 32 Other 33 Prevention 36 Reach and Inspire 38 Engage and Motivate 41 Support and Transform 52 Legacy 59 Summary 62
Introduction A note from our programme director Three years ago, we dared In the early days we would often question how best to capture ‘the We recognise that the commitment and expertise of Tesco colleagues and to dream that, by working, power of three’ and it seems that, customers and our local providers in many ways, we have done just that. and partners was critical in helping us to achieve our aims, and for that learning and making Over the lifetime of the Partnership we are truly grateful. It may not have we have raised over £25 million always been straight-forward, but I and invested this in a wide range of am confident we found the best route decisions together we could health projects and programmes, the results of which are captured in this through, time and time again. raise millions of pounds document. While our Partnership has come to an end, all partners are committed Short-term initiatives are often to carrying on what they started. In and use it to change the criticised for vanishing as quickly January 2018, Tesco announced a new as they arrive without making a partnership with Diabetes UK, the meaningful difference. But evaluation British Heart Foundation and Cancer health of the nation for the of our work suggests that our local Research UK. Although the delivery programmes have bucked this trend. model is different, it is easy to see where lessons have been learned and better. Since then, we have As a result of taking part in our programmes people’s behaviours, the shared commitment to building on what’s gone before as they provide achieved more than we ever attitudes, skills and knowledge have even more ‘Little Helps to Healthier changed and they are consistently Living’ over the next five years. making healthier choices. Evidence thought possible. suggests that these benefits will Finally, I would like to thank every continue well into the future. single person who has been part of the National Charity Partnership. Quite simply, we could not have done it without you. Thank you. Jenna Hall, Programme Director 6 Introduction Introduction 7
The power The National Charity Partnership provided a rare and For example: important opportunity to maximise and test the power of three well-known brands coming together to address a single, critical issue; the prevention of Type 2 diabetes and 1 of three heart and circulatory disease. The Partnership was able to draw on the charities’ health expertise as well as Tesco’s More Tesco colleagues signed up to reach in local communities. Diabetes UK’s Swim 22 and the BHF’s Cycle Series, thanks to sponsorship Together, we inspired Tesco colleagues and customers to and internal promotion. raise millions of pounds for Diabetes UK and the BHF. We encouraged the nation to move more and eat better and in doing so, reduce their risk of developing Type 2 diabetes and heart and circulatory disease. 2 Helping to save lives through CPR training and installing 900 defibrillators in large-format Tesco stores. 3 1,700 distribution centre colleagues found out their risk of Type 2 diabetes by taking part in Diabetes UK’s Know Your Risk roadshow. 4 Encouraged healthier food choices through customer and colleague health events. Initiatives included: free fruit; healthier swaps; healthier Diabetes UK wants a world canteen meals; free health checks and information. where diabetes can do 5 no harm, while the British Talking publicly together in support of Tesco campaigns that aim to make Heart Foundation leads the “All three partners healthier choices easier for their customers. For example through fight against heart disease. reducing sugar in their own brand have gone beyond soft drinks two years ahead of the introduction of the Soft Drinks Tesco demonstrates a clear Industry Levy. the initial scope of commitment to helping the Partnership, customers and colleagues leading to universal live more healthily. benefits beyond the core programmes.” 10 The power of three The power of three 11
Our Partnership Vision We set out to: Tesco, Diabetes UK HALF A and the BHF came MILLION together to inspire Transform the habits of over 40,000 families, in Motivate over 500,000 people to make healthier and support millions areas of greatest need. choices every day. of people to make healthier choices, every day. Reach and inspire Help Tesco customers 10 million people to think make healthier about how they can make choices, more easily small lifestyle changes to and regularly. improve their health. TYPE 1 Support people living Deliver a UK wide blood Having Type 2 diabetes can double All three partners wanted to help with diabetes, including a pressure programme and your risk of developing heart millions of people take small steps to and circulatory disease. The risk better health and support the wider specific project for young fund medical research of developing both devastating work of both charities. people newly diagnosed into the prevention of conditions can be reduced by eating with Type 1 diabetes. heart disease. a healthy diet and being physically active. 12 The power of three The power of three 13
Legal Status A ground-breaking approach The National Charity Partnership (NCP, or, the Partnership) was not a legal entity. Instead it described a A dedicated, central, group of organisations who had come together to tackle a single issue. Finance team worked to raise Diabetes UK and the BHF registered the Partnership as a joint-venture with HMRC and VAT was handled accordingly. The Partnership’s funds, design a bespoke financial year ran from January to December, which was different from two of the three partners. prevention programme Governance The NCP steering group was the decision making and governance From the start, we all committed to: and deliver the board for the Partnership. It was – A strategic, collaborative approach made up of 13 director-level staff from to decision making and the charities and senior leaders from development. Tesco. The steering group Partnership on behalf was supported by regular heads – Taking the long-term view and of department meetings. breaking new ground in prevention, fundraising and communications. of all three partners. – Raising vital funds and learning from everything we do. The Team A full-time, centrally appointed team, At its largest, the core team was made was charged with representing and up of 18 fundraisers, five marketing working for all three partners. All 32 and communications specialists, six team members were Diabetes UK people in prevention, and three in the or BHF employees. There was also director’s office. All team members dedicated support from Tesco. regularly worked from and had access to head office and local sites of each partner. Internal Communications High-quality internal communications The communications team also used were critical. At first, we used a weekly fundraising thermometers, posters, meeting to make sure everything yammer, eye-catching canvasses and was on track. But in February 2015, show-and-tell events for visibility and we started sending out a weekly engagement. The style and tone of Friday newsletter, covering key internal communications across the Approach From the beginning, we recognised the need to balance achievements and giving notice three partners was different so each awareness raising with long-term, meaningful impact. of anything coming up. story, article or interview had to be tailored — a worthwhile process. As a result, 50% of net income was invested into a The newsletter was sent to internal bespoke Type 2 diabetes and heart and circulatory disease stakeholders at all three partners and prevention programme. designed for onward circulation. It was supported by ad-hoc presentations The other 50% was invested equally into Diabetes UK and to teams, executive groups and wider BHF’s wider work programmes and research. This included stakeholders. piloting a support programme for young people living with Type 1 diabetes and a number of BHF medical research project grants. 14 The power of three The power of three 15
Key ingredients for a 1 5 successful Partnership Without question all three partners Be honest and transparent about Invest time in building relationships “This is the first time we’ve achieved so and the Partnership team have the priorities and cultures of the and internal communications. A learned a great deal over the individual partners. To help ensure working group model, with expert lifetime of the Partnership. Our equality and collaboration are central input from all the partners, helps to key recommendations for others to decision making and the values ensure that all parties are involved, many local partners considering a strategic, multi-year, of all partners realised, create a listened to and supportive of the multi-partner, partnership are: culture of transparency and open partnership. communication that is realised through shared governance. 2 6 working together, and now we’re able Agree the parameters and aims at the Identify where you can add value and very beginning. Work to understand build on existing work. New projects what is most important for all and ideas are sometimes absolutely partners, use this insight to identify what are needed. Where possible to deliver in a much which things to really push for and balance these with tried and tested which to let go. ideas, approaches and areas of work. 3 7 Take time to understand the annual planning and budgeting cycles of each organisation. Where organisations Be prepared to do things no partner has done before, but stick to it, especially when it’s hard. Innovation more integrated way.” have different financial years, rarely happens easily and is ensure the partnership works to a dependent on different people getting Lanarkshire Community Food and Health Partnership predetermined year and that accounts behind the proposal and supporting it clearly reflect this. Ensure budgets through both the highs and the lows can be easily ‘cut’ according to other of development and testing. However, partner’s financial years, if they differ when it works it is incredibly rewarding from the agreed partnership’s year. and beneficial and can realise huge gains and benefits for all parties. 4 8 Accept that priorities, brands and Identify which areas of work and style people will change for individual of approach to avoid. Taking time to organisations. Don’t let this affect learn more about the other partners the strategic purpose you set out to to understand what they can and can’t achieve together. Stay true to your support will be critical to ensuring original goals and intended outcomes. success. 16 The power of three The power of three 17
Fundraising The Partnership has raised over: Tesco colleagues and Building on the previous 2 year partnership between Diabetes UK customers raise millions and Tesco provided the newly appointed team with opportunities to understand what worked so well for charity every year before, but also raised the question: ‘Could fundraising fatigue be beaten?’ — they’re well known Over the lifetime of the Partnership, a team of 18 supported customers and Flexibility and targets In early 2017, a decision was taken to In June 2017 the income budget was for it. But a long-term colleagues to raise over £25 million. replace some planned activities and formally revised to £24.7m, which Income increased year on year and events with new and innovative ways was exceeded by almost £800k. in 2017 the team raised £9.7m, over of raising money during the final year Revising the budget was critical to partnership with two £2m more than was generated in of the Partnership, such as the Round ensure continued motivation of year one of the Partnership. Being Up at Till and Million Miles Challenge. Tesco colleagues and to maintain able to describe the positive impact These generated considerable momentum and energy across the partners is quite a the money raised was having on income and contributed to the final fundraising team. people’s health, both through the NCP year of the Partnership being the prevention programmes and the wider most successful from a fundraising In the final year of the Partnership, different matter. work of the charities, undoubtedly helped the team and colleagues to fundraise effectively. perspective. Given these changes, the team the team used shopping lists to help ensure colleagues had a clear number to aim for, because targets had been refocused and worked quickly and removed. This helped everyone to Brilliant relationships across all creatively to ensure all areas of the focus and plan their activities and parts of the business, including business had the support needed to events. Tesco Mobile and Tesco Bank, stores, generate as much income as possible. distribution centres and all five head offices, were critical to the success of the Partnership and the team worked hard to build and maintain these, even during times of considerable change. Centrally based roles were employed by Diabetes UK and worked across all three partners’ main offices. The team was led by a Head of Fundraising and supported by two administration professionals. 18 Fundraising Fundraising 19
How our income was generated £460k £565k £3.3m Distribution Centres Big Collection Other £658k £16.7m Stores Stores Other £783k Gala Ball Tesco stores fundraising was the The Partnership benefited from a largest income stream for the National number of smaller income streams Charity Partnership with 2,620 stores that were invaluable. These included, fundraising nationally. The Great Recycling, Lost Property, Payroll Giving Tesco Walk income also fell within and ATM Donations. £1m Challenges and this income stream as the majority of participants came from stores. Challenges and JustGiving JustGiving The Challenge Event portfolio raised Distribution Centres vital funds for the Partnership, The Tesco distribution centre network alongside encouraging colleagues Head Office played a key role in handling the supply to take on physical challenges and £1.8m chain and ensuring that all stores were change their habits. Events included supplied with the right stock on time. London Marathon, Cardiff Half All 29 DCs supported the Partnership Marathon and our first bespoke event, through a variety of fundraising the Tesco Survival Challenge. initiatives. Cause Related Big Collection Head Office The Big Collections were our national, Marketing (CRM) There are five head offices around volunteer-led bucket collections the UK; Welwyn Garden City, Hatfield which were created with both charity (F&F), Dundee, Cardiff and London. partners. Throughout the three years of the Partnership, head office colleagues Gala Ball made a significant contribution The Gala Ball was a black tie event through office based activities. for senior colleagues, suppliers and special guests. Income was generated CRM through advertorial revenue, a silent The Partnership benefited from 17 auction, entertainment and VIP different Cause Related Marketing packages. (CRM) products over its lifetime. These were products that were sold in Tesco stores with a % of the retail price being paid to the Partnership. 20 Fundraising Fundraising 21
Stores Total raised: Income grew year on year and Alongside everyday fundraising (till- expenditure decreased leading to point cans, book sales etc.), which an increase in net income. Although raised about 50% of store-based stores of all formats were encouraged income, the stores team organised to take part in fundraising, around 14 flagship events (national themed £16.7m 80% of stores income was generated weekends) that generated in the by large-format stores. region of £8m. In addition, they held a number of other special events such The stores team looked after as a Hadrian’s Wall walk, in memory of relationships and income generation a senior Tesco colleague who passed across all stores in their geographical away from a cardiac arrest, which area. Originally, this was a team of raised £163k. nine, led by a senior stores manager. Store based colleagues The team focused on group-level Other locally run events included colleagues, store managers and the Twickenham store ball held at community champions at key stores Twickenham rugby ground (£35k); in their region. Cardiff Half Marathon (£90k); the and customers London Convenience colleagues All stores were supported to raise taking part in Diabetes UK’s London as much as possible. To help drive up Bridges walk (£15k) as well as talent income, the team used league tables competitions and much more besides. generated most of the and a weekly fundraising call to share insight into what worked well and the challenges they were facing in their area. This enabled others to then Partnership’s income. share these ideas and examples with stores in their own area. They raised more than £16.7m, against a target of £15m. For context: 2,620 Tesco stores 770 Large stores 1850 Convenience stores — — Extras, Superstores and Smaller Metro and Express stores larger Metros typically have might only have a small number of 150 – 500 colleagues per store. colleagues on rota per shift. 22 Fundraising Fundraising 23
Big Collections We also organised three Big Collection events. These involved 1000s of volunteers raising money across 100s of Tesco stores, mainly via collection buckets and tins. These high-profile events were a good way of engaging charity volunteers and internal supporters, as well as raising public awareness. In three years: 2015 2016 2017 Partnership funded activities began The focus was shifted to ensuring he launch of Tesco’s first ever T with the first Big Collection and an that fundraising fatigue did not set in. Colleague and Customer Health “On your March” walking-themed Engagement packs and case studies Months, including the May Million flagship fundraiser held in Feb and were created alongside involving Miles Challenge, raising £666k, and the March respectively. Tesco colleagues in the generation of Little Helps healthy swaps campaign in flagship fundraising ideas to ensure store that helped customers to have ive flagship fundraisers held F they remained engaged with the healthier shopping baskets. throughout the year raising £3.029m. Partnership. The Great Tesco Walk raised £1m for Photo by Paul Ligas Photography Limited £329k generated through CRM. Five flagship fundraisers held the Partnership – including over £550k raising £3.346m. through Round Up at Till point. Top three store fundraising recommendations Held the most challenge events – Three flagship fundraisers held 17 in total which generated £327k. throughout the year raising £1.504m. £574k generated through CRM. Despite fewer events, over £207,000 Local shopping lists Don’t underestimate Assess engagement was generated through challenge Devise and distribute local shopping Don’t underestimate small, everyday Assess the merits of a Big Collection events this year. This was partly down lists and thank you packs as quickly activities such as book sales and on engagement and awareness, to the success of the Cardiff Half as you can. They help to demonstrate till-point tins, these activities were not just financial return. Ensure all Marathon, in which 170 colleagues the impact colleagues are making – well received as they were accessible relevant store-based colleagues registered to run, and the Survival a worthwhile return on investment. regardless of store size. Where prioritise the initiative. Build in the Challenge, the Partnership’s only possible, standardise signage for option for contactless donations. bespoke third-party event. Fundraising Regulator compliance, appropriate use of brand, and a £836k generated through CRM. professional look and feel. 24 Fundraising Fundraising 25
Head office Total raised: Cause related Total raised: marketing (CRM) £1m £1.8m Tesco has five head offices in the The value of Unilever supported the Partnership by donating 5p from UK. Head office generated income household product the sale of all Radox hand wash and bath salts, during a totalled £1m over the lifetime of the Partnership. One full-time member promotions: six week period in February and March 2017 generating of staff, mainly based in Welwyn over £95,000. Proctor & Gamble ran a similar promotion Garden City, was responsible for over a three week period in January and February on managing relationships, recruiting and various Lenor, Flash, Ariel and Fairy products which raised ONE DAY OVERNIGHT VELODROME supporting charity champions and fundraising across all head offices. £127,500 for the Partnership. BUSH CRAFT SKILL CYCLING SESSIONS The same member of staff was also responsible for the cause related CRMs were hugely profitable for the As a result we focused on household ARE YOU READY FOR marketing (CRM) income stream. Partnership and generated £1.8m over three years. The largest single products, gift cards and reusable bags, many of which performed better A NEW CHALLENGE? The head office event that generated most income was the ‘Welwyn to Dundee Cycle’ (2017), which raised agreement came from the sale of charity Christmas Cards, which generated £300k each year for the than expected. We needed to secure sign off from £22,000, with ‘Tesco Does Strictly’ Partnership. These promotions multiple internal stakeholders across in 2016 raising £18,000. Through required very little financial all three partners on whether to ongoing events, the Display Centre investment from the Partnership, as proceed with a CRM agreement. This Merchandise shop in Welwyn raised Tesco and their suppliers covered all was challenging to begin with, but around £40k each year. costs associated with the production over time, a smooth, detailed process and marketing of the products was put into place with clear roles ESCAPE ROOM WHITE WATER ensuring our return on investment and responsibilities. When the main CHALLENGES RAFTING (ROI) remained high. NCP contract was developed, a three way template contract for CRMs was All CRM products and brands needed also developed. Having this in place Work together as a group and accomplish a memorable to align with the core values and eased the final stages of this process challenge. All events can be tailored to group size and mission of Diabetes UK and the BHF. considerably. working patterns, and completed in one day! Event fee and small sponsorship target required. Raise funds for our National Charity Partnership with Diabetes UK and the British Heart Foundation. For more information Call: 07824 144 370 or Top three head office fundraising recommendations Email: borgattim@tescocharitypartnership.org.uk Top three CRM recommendations Diabetes UK is a charity registered in England and Wales (215199) and in Scotland (SC039136). British Heart Foundation is a charity registered in England and Wales If you have any health issues please visit your doctor before you start any (225971) and in Scotland (SC039426). new activities. Strong networks Increase competition Encourage ambition Clear parameters Engage people early Robust contracts Develop a strong network of charity Secure buy-in from senior team leads Colleagues tend to underestimate the Agree clear parameters and a simple Engage people early and identify clear Make sure a robust contract template champions or ambassadors. Pay and directors. Consider league tables amount they can raise. Let them know sign off process with partners – be roles, responsibilities and decision is agreed by all parties. Use the particular attention to areas of the to increase competition and visibility. what’s possible, guide them on how to sure to include people from the makers for every stage of the process. template to ensure a contract is in business where the Head Office set a target, and encourage them to policy, corporate fundraising, medical/ place before it goes live. Manager can’t get to very often. be ambitious. clinical and, of course, brand teams. 26 Fundraising Fundraising 27
Challenge events Total raised: and JustGiving £783k Challenges Early on, it became clear that Tesco colleagues were keen to take part in challenge events to raise funds. Diabetes UK and the BHF both offer a wide range of in-house and third-party events, so we agreed a process whereby Tesco colleagues could take part in them to raise money for the Partnership. Income from challenge events over three years totalled £783k. Clear ownership, either central or These relationships and processes local, was the key to greater income have continued with a new and commitment to challenge partnership between Tesco, events. Diabetes UK, BHF and Cancer Research UK (CRUK). Regional fundraising managers took responsibility for promoting skydives The JustGiving relationship meant in Year 3, and as a result, 67 Tesco colleagues could bank money colleagues took the plunge raising directly and to ask their supporters over £21,000, compared to 24 in to sponsor them online. It also made 2015/16. collecting Gift Aid much easier. We agreed up front that all monies Getting JustGiving involved with would be passed from JustGiving to the Partnership early on helped Diabetes UK, and then split between establish a simplified approach the partners. Over the three years, to reporting and banking income over 2,000 JustGiving pages were across the challenge events created. portfolio and other fundraising. Top three challenge events and JustGiving recommendations Senior leaders Dedicated manager Third-party suppliers Secure senior leaders buy-in to A dedicated Challenge Events Approach third-party suppliers of events. When senior Tesco colleagues Manager, working across both events / financial / data systems at were involved, engagement, sign ups charities, would have benefitted the the very start. A strong relationship and fundraising were notably higher. Partnership. This resource would with JustGiving proved essential to have helped ensure that processes the success of our challenges and and stewardship plans were in place, wider programme. resulting in better communication and consistency for participants. Fundraising 29
“There was great The Great Tesco Walk Total raised: team spirit and it £1.085m was enjoyable doing 4,000 something constructive outside work with Over 4,000 Tesco colleagues took part in the Great Tesco Walk – a relay from Land’s End to John O’Groats. 5k-50k With four stages to get involved in, legs ranged from 5k to over 50k. colleagues, we felt 94% Of those taking part in the post event a real sense of achievement.” survey, 94% said the walk made them feel proud to be part of Tesco. 98% Of those taking part in the post event survey, 98% said they would do it all Jemma Jones, Tesco Warrington over again. The Great Tesco Walk income was banked through stores and contributes to the overall stores total. The Great Tesco Walk was inspired Tesco paid for the event and a third The social media pick up was strong by a similar event held nearly 30 party handled organisation, from throughout the month with all parties years ago. The walk was supported registration to on-the-day logistics. contributing. by other fundraising initiatives, Each leg had a target, and colleagues such as Tesco’s first-ever Round were encouraged to raise money via Many colleagues gave positive Top three Great Tesco Walk recommendations Up at Till – where customers could JustGiving — around 30% of those feedback on the walk. They cited choose to round their bill up to the taking part set up their own page. improved connections with colleagues nearest 10p. Altogether the event Weekly reports helped keep track of and the wider team; the benefits of generated £1.085m (May - Oct). As a demand and potential income. conversation and the value of senior result, September 2017 was the most stakeholders getting involved. Social media plan Clear messaging Regular communication successful fundraising month for the Tesco took the lead on internal A strong social media plan, Self-service tills performed best A flexible communications plan and Partnership, with over £1.4m being communications and local media #TheGreatTescoWalk promotional items and samples for for the month-long Round Up at Till regular communication between raised in total. coverage as the walk progressed. those taking part helped generate promotion. There was clear messaging teams is invaluable and necessary to The Partnership’s marketing and positive user-led content. Local case and it received plenty of praise. keep a long-term challenge ‘live’ over communications team added support, studies strengthened connection to an extended period. as well as developing case-study the cause. stories and national news stories. 30 Fundraising Fundraising 31
Distribution centres Total raised: Other income Total raised: £460k £3.3m £1.5m Distribution centres generated £460,000 during the lifetime of the Partnership. To ensure buy-in and Top up connection to cause, a dedicated £1.3m committee and charity champion network was created and support given by senior leaders from all three Lost property partners and the Partnership team. A number of successful supplier £658k events were held and colleagues Gala Ball enjoyed events where they could £148k socialise with family and friends, such as football tournaments, family fun days and fetes. ATM donations £154k Over the lifetime of the Partnership, as the income projections became clearer and the challenges facing Recycling a supply chain business better understood, the level of NCP resource dedicated to this area of the business was reduced. Through identifying more cost- effective ways of providing support and reducing the amount of dedicated staff time, the NCP team were able The Partnership’s management Other streams included: payroll giving, to ensure DC colleagues still received accounts highlighted 13 different the Gala Ball, donation bags and wider support they needed each week whilst income streams. Income from streams gifts in kind (including donated office ensuring expenditure was in-line with other than those mentioned above furniture and other items to support the income being generated. totalled £3.3m over three years. events or sold through BHF shops). Top three distribution centre fundraising recommendations Top three other recommendations Balance of events Bespoke guides Quality relationships Small income streams Senior support Difficult decisions A balance of ‘quick wins’, A bespoke fundraising guide using Building high quality relationships, Although fiddly to administer, smaller The Gala Ball for suppliers was Be prepared to make difficult (sweepstakes, raffles, lotteries) and language, imagery and ideas that especially with senior stakeholders is income streams add up over time incredibly successful, raising £658,000 decisions where income does not more resource intensive weekend distribution centre colleagues could absolutely critical for distribution and can deliver a good return on in one evening. Senior support was a warrant the level of investment, family events (‘It’s a Knock Out’, identify with helped with engagement. centres. Dedicated resource enables investment. critical factor in this event’s success. resource or staffing originally planned. football tournaments) worked them to be built more quickly, but particularly well with distribution keep an eye on the income and ROI centre colleagues. through times of change. 32 Fundraising Fundraising 33
Marketing and The Partnership’s marketing and To simplify requests and focus on communications communications team worked closely priority areas, a tiered approach with the fundraising team to create was developed for PR support to engaging materials, social media fundraising events and activities. content and media coverage. This Training was given to all regional inspired Tesco colleagues to raise fundraising managers. The three tiers money creatively and also encouraged were: Gold (national, centrally led); customers to donate. Silver (locally led, centrally supported); Bronze (locally delivered, based on To support the flagship fundraisers, existing templates). the central team developed bespoke materials to support stores and DCs. This approach gave all teams a shared Each pack of materials contained understanding of priorities and the around 7–10 assets, plus additional required level of support. Each asset items related to the particular was reviewed by the marketing and fundraising theme (e.g. photo frames, communications team, before being super-hero masks etc.). signed off by stakeholders. Customer/colleague information 2 R E K CH AISE E R R W MA UND 1 3 F 1 1 – UE G EA LL CO WEEKEND Top three fundraising related marketing and communications recommendations #SuperheroWeekend Strong networks Empower colleagues Encourage ambition Involve colleagues in design, Provide training and support to local Work creatively with the social development and evaluation of and regional managers so they can Be a fundraising superhero media teams across all partners to fundraising ideas and packs. Agree and support lead coverage and content for their identifyour theNational Charity most effective ways to concepts and ideas for events taking own area. Tesco colleagues and local both secure coverage Partnership with Diabetes UK of partnership place in store as far in advance as team members now issue their own activity and add value to partner possible and start production of the releases. British Heart Foundation. and thecommunications. materials at least 12 weeks before. tescocharitypartnership.org.uk Diabetes UK is a charity registered in England and Wales (215199) and in Scotland (SC039136). Display From 22.02.2016 Poster no. 79 British Heart Foundation is a charity registered in England and Wales (225971) and in Scotland (SC039426). Display Until 13.03.2016 34 Fundraising
Prevention Reach, Engage, Support We took a tiered approach to The more intensive support delivering our prevention initiatives, programmes had greater investment using an integrated social marketing and smaller audiences. This enabled campaign to reach a national audience a more targeted approach to help alongside digital engagement products the families most in need. The less and targeted local initiatives to change intensive programmes were designed the behaviours of individuals and to reach much larger audiences. communities. Our Audience Insight provided by all three partners The target group told researchers highlighted that young mothers they: (25–40 years) were more likely to have unhealthy eating and shopping habits −W ere fed up of being told what to and live less active lifestyles. As a do and being bombarded with health result, NCP prevention activities were messages. designed to appeal to this audience, although partnership materials and − Knew they were unhealthy already. programmes were accessible to all. −W anted easy ways to be healthier, to To help us develop the best possible feel supported and encouraged in a programme of activities, three rounds non-patronising way. of qualitative market research and focus groups were conducted to help −U sed social media a lot, mainly us understand our audience’s most Facebook. common motivations for and barriers to healthier living. Research also found activity needs to be realistic, not overwhelming, and our audience need to be given Having Type 2 diabetes All three partners aligned their strategic aims and shared their permission to fail. This insight was used to develop two profiles: Carly can double your risk of knowledge and expertise to design and Sarah. All of our campaigns and programmes that would help millions programmes were designed to appeal of people take small steps to better to either Carly, or Sarah or both. developing heart and health. Collectively, we sought to: reach and inspire millions of people with healthy lifestyle messages; help circulatory disease. The thousands of people engage with local resources; motivate them to make a Profiles Carly, the full-time homemaker Sarah, mother with a part-time job risk of developing these change, and support and transform the lives of families living in at risk communities. Carly was a mum with two daughters, Sarah knew she should do more to devastating conditions both under three. She wanted to improve her health. She was a mother The Partnership’s programmes be healthier, but felt it was hard to of young children all under five, and focused on supporting the least change. She had little motivation to go worked part time too. can be reduced by active to become more active, to the gym. and encouraging healthier eating As for food, taste was often more habits such as eating more fruit and Her main barriers were time, finance, important than price. Sarah was an eating a healthy diet and vegetables, reducing consumption of unhealthy snacks and being more peers and access to facilities. Price and convenience were most avid social media user and a little more adventurous in the kitchen, being physically active. aware of the impact of portion sizes. important to Carly. She liked to treat often trying new recipes. Time, was herself with foods that were not good a real pressure for Sarah. for her. 36 Prevention Prevention 37
Reach and Inspire Let’s Do This Campaign Once the target audience profiles The campaign launched in January were developed, an agency was 2016, and over the next two years, appointed to create the campaign’s delivered four 360° marketing look and feel, and the Let’s Do This campaign bursts and seven smaller PR campaign was born. and digital-only bursts. Each had its own health-related focus, but Led by the Partnership’s marketing all retained the core value proposition and communications team, the — small steps to better health, while Reach and Inspire campaign used having fun with friends and family. national 360° integrated campaign bursts involving national and regional PR, organic social content, and out of home, radio and targeted digital advertising. Reach and Inspire To add value to the Let’s Do This social The aim of all marketing activity was social marketing marketing campaign, the Partnership to drive people to the Let’s Do This developed the www.lets-dothis. website. org.uk website. The purpose of the site was to give a UK-wide audience Using audience insight data, Facebook, access to healthy recipes, information Twitter and Instagram were the three about Partnership-funded prevention social media platforms identified to events and advice on ways to get more best reach our audience. Let’s Do This active and eat better. The website also accounts were created to provide housed the Let’s Do This goal setting clear and consistent messaging tools. through regular organic posts and digital marketing. 43m Results Reach: over the Partnership lifetime, more than 43 million people saw our news stories about the importance of healthy lifestyles. Our stories made national front page news and featured on BBC, ITV and Channel 5 news programmes. 35m Reach: in two years, our Let’s Do This advertising reached 35 million people within our target audiences. Print and radio advertising proved effective for increasing awareness, while digital advertising drove people to our online resources. 1m Inspire: as a result of seeing our Let’s Do This campaign, we have calculated that around 1.1 million adults have been inspired to take some form of action to improve their lifestyle. 38 Prevention Reach and Inspire
Case Study RCOG Engage and Motivate Introduction The Engage and Motivate programme In addition to the local programmes, was developed to provide funding digital support was provided through to regions across the UK to support the Goal Setter and the 8 Week increased engagement in local Challenge online tools and interactive physical activity programmes. Nine key campaigns. areas were identified where physical inactivity levels were high, particularly among women with young families living in areas of deprivation. Goal setter In 2016, a new online product was Goals could centre on physical launched to help people make activity, healthy eating or breaking a changes to their lifestyle. The Let’s habit. The rationale was to encourage Do This Goal Setter used behaviour more healthy routines as part of change principles to encourage our everyday behaviour. target audience to set a goal, receive personalised tips and advice and The Goal Setter was promoted via Working with the Royal College of The story reached 40.5m people share their success. an ongoing monthly digital marketing Obstetricians and Gynaecologists through media coverage, and drove campaign. (RCOG), the Partnership published a 8,106 unique visitors to the Let’s Do Once set up, the Goal Setter provided news story and digital content busting This website. regular support and reminders (via the ‘eating for two’ pregnancy myth. emails / text messages) to help the The total value of media mentions user achieve their goal. RCOG’s input gave the story achieved through this piece of work more gravitas, and it was covered alone was £597,600. extensively across online, print and broadcast media. Evaluation methods Google analytics was used to monitor usage of the Goal Setter. Users could complete an optional survey on self- efficacy at registration and again when they completed their goal. Top three campaign recommendations 18k Outputs 18,234 goals were set online from March 2016 to April 2017. 15k Share timelines Use social media well Tackle audience saturation With organisational changes We tailored our social media activity Our target audience saw the Let’s happening across all partners, there to speak to different audiences, Do This campaign activity 6.8 times were times a burst or story had to producing effective results. Facebook in total. With only a finite number 14,591 unique registrations. 6% be put on hold. Sharing timelines was our most successful platform for of people in our target groups, this and priorities is critical, even when engaging with our target audience. suggests we had saturated our confidentiality is necessary. Over 95% of our ‘Facebook fans’ audience. This means our messages were women. Twitter was better and call to action would no longer 6.1% goal completion rate. for speaking to local providers and be as effective. If the campaign had stakeholders. continued, the strategy and call to action would have needed to evolve. 40 Prevention Reach and Inspire Engage and Motivate Prevention 41
Evaluation The Goal Setter design and the Women who chose ‘move more’ Marketing and To support the 8 Week Challenge, Blending a local and digital offer marketing strategy were effective in goals perceived that they did communications the marketing and communications works. During August 2017, targeted engaging the target audience with the not get as much exercise as they team targeted core audiences local adverts were placed in Scotland concept of setting healthy lifestyle needed, while those who chose with a continuous digital marketing in the run up to and after the Scottish related goals. Over 90% of all users ‘eat better’ goals were more likely campaign, a hyper local PR launch, Pipe Band Championships, at which were women, with a further 32% to perceive their eating patterns and ongoing promotion in national we ran a healthy lifestyle outreach within the target age range of 25 – 44. as more or less healthy. There was media stories. event. This led to exponential growth no notable difference between in visits, sign ups and goals set from Survey data highlights that 58% of different age groups in what goals that area. This suggests that online users chose ‘move more’ goals, 34% they chose to set, however when support for local programmes was chose ’eat better’ goals, and 8% chose analysing self-efficacy by age-group worthwhile. ‘kick a habit’ goals. at registration, we saw increasing self-efficacy with age. Conclusion The ability to track goals completed This meant that, although reach was an issue. Despite consistent sign and engage targets were met, the ups, and a strong conversion rate from team couldn’t gauge the impact or website visits to registrations, many outcomes of the programme. people didn’t complete the user- journey, so we couldn’t tell whether As a result, it was decided to the Goal Setter was helping people redevelop the tool with improved change their habits or not. functionality, leading to the launch of the 8 Week Challenge. Completion rates through the 8 Week Challenge were significantly higher. 8 Week Challenge The 8 Week Challenge was based on The main difference was that goals the same principles as the Goal Setter, were time limited to eight weeks to encouraging product users to set encourage more people to report goal goals and providing support through completion, and goals were grouped text messages and emails. as either ‘Everyday Changes’ or ‘Get Active’. 42 Prevention Engage and Motivate Engage and Motivate Prevention 43
Evaluation Digital marketing had significant During registration, participants impact on driving registrations. Over were invited to complete a short 90% of all registered users were non-compulsory survey that aimed secured through digital advertising, to establish their self-efficacy before predominantly via Facebook. 98% of starting the 8 Week Challenge and all users were women, 38% within the again at the end of the 8 weeks. age range of 25 – 45. 54% of female users were in the slightly older age By the end of the 8 weeks, self- range of 45 – 64. efficacy had improved amongst a small sample of users who set at least Of the 295,613 goals set, 35% were one Everyday Change goal compared recorded as complete, a significant to users who set at least one Get improvement on the 6% completion Active goal. However, as the number rate of the Goal Setter. Although less of Everyday Change goals set by the Get Active goals were set overall, of user increased, they reported lower those recorded as complete 70% were self-efficacy. The opposite of which successful comparable to 65% of was true for Get Active goals. Women Everyday Change goals. in the target demographic reported below average self-efficacy across all four self-efficacy questions. For more information on the self efficacy reports, see the Engage and Motivate full report. 296k Outputs 295,613 goals were set online from May 2017 to December 2017. 56k 55,811 unique registrations. 35% 35% goal completion rate. Conclusion The change to a time limited challenge Results from the self-efficacy rather than open ended goal setting questionnaire suggest that whilst was successful in improving long using the 8 Week Challenge can help term engagement with the tool. The people become more active and eat marketing strategy was successful in better, setting increasing numbers reaching our target demographic of of Everyday Change goals can have women, however the tool was more a negative impact on helping women popular with a slightly older audience. feel more able to overcome the barriers to a healthier lifestyle, so we would recommend that in future versions of the 8 Week Challenge, users are limited to only setting one or two Everyday Change goals. 44 Prevention Engage and Motivate
Understanding portion sizes Introduction During the three years of the In 2017, the NCP team developed a Partnership, we set up two interactive, short interactive campaign, called “I thought the customer-facing campaigns in Tesco Hands on Healthy Eating, designed stores and shopping centres. The first for shopping centres and community (in 2015/16) consisted of nine in-store venues. Its main purpose was to test tastings, where Tesco customers whether it is possible to educate interactive hand could try a range of healthy snacks. families on what constitutes a portion At the same time, they were given of fruit and vegetables and encourage information on the Let’s Do This them to set a goal to eat more fruit campaign, NCP recipes and how to and vegetables. was a great part snack more healthily. of the activity – Hands on Healthy Eating - what happened In 2017, four product specialists invited shoppers to take part in Hands-on Healthy Eating. Using a touch-screen A team offered advice and a leaflet with more detailed information. Participants were then encouraged it enabled me to interactive hand, shoppers could view to pledge to eat five a day and enter a short animation sequence designed the 8 Week Challenge. Almost 20,000 to illustrate the five ways to get your people took part in the activities, five a day and raise awareness of what with many expressing surprise at what understand portion constitutes a portion of various fruits constitutes a portion of their favourite and vegetables. fruit or vegetable and set a goal to eat more fruit and vegetables over the Adults and children could take part coming days, weeks and months. sizes much better in fun activities such as colouring in pictures of fruit and vegetables and setting a five-a-day pledge on a hand shaped magnet for our pledge wall. than I did before.” Key successes Over 100,000 people were engaged Additionally, the Hands on Healthy Buchanan Galleries, Glasgow by the Taste at Tesco and Hands on Eating video and leaflet were able Healthy Eating initiatives. Feedback to be re-purposed for the Let’s Do from participants was overwhelmingly This website and social media pages, positive, with many commenting helping us to reach a wider audience on how much they enjoyed the with this new and engaging content. opportunity to try free fruit and As a result, the period during and healthy snack samples, and setting after the Hands on Healthy Eating personal goals to make healthier campaign saw a 10% increase in users eating choices. setting goals related to healthier eating, using the 8 Week Challenge. 80k Outputs 80,000 people reached with Tesco in store food tasting. 20k 20,000 people engaged with the Hands on Healthy Eating campaign. 46 Prevention Engage and Motivate 47
National to local Engage and Motivate – For the local strands of the prevention We decided to work in areas where programme, the NCP team worked risk of both conditions was above Local Programmes with all three partners to map their average, though not critical, and existing prevention projects and where each partner had a presence. wider work and commercial footprint. Fifteen areas were identified — nine This sat alongside population-level for our community-focused Engage indicators, such as low rates of and Motivate programmes, and six physical activity, poor diet and high for our more intensive, Support and Our Engage and Motivate local We also tackled barriers to physical prevalence of obesity, Type 2 diabetes Transform programmes. Work in these programmes were designed to get activity — cost, lack of knowledge and and heart and circulatory disease. areas was supported by the nation- more people interested in local lack of confidence through free taster These indicators were further mapped wide Let’s Do This campaign and physical-activity resources. We sessions and voucher schemes. against areas of deprivation and local online tools and resources. attended local summer festivals and strategic priorities. signposted families to local green spaces and sports and exercise facilities. Background The main aim of our local programmes Activities were grouped as follows, was to motivate women aged 25-40 with combinations of these available West Dunbartonshire and their families to take small steps in each area: to better health by helping them to move more. Locally led teams – Ongoing programmes, such as South Tyneside ensured the offer was tailored to their walking, jogging and cycling area’s specific needs and strategies. Communications were dual branded – Capacity building: e.g. training Let’s Do This and NCP. volunteers and participants to become local activity leaders; Derry and Strabane buying specialist equipment such as adaptive bikes; mapping walking, Belfast running and cycling routes – Voucher and membership Blackburn with Darwen schemes, to provide free tasters and lower prices South and West Yorkshire – Open community events (e.g. family fun festivals), to increase Conwy awareness of local resources and Nottingham opportunities. Sandwell Evaluation To track performance, local partners We also arranged focus groups in six were asked to submit KPI reports each areas with participants and providers. month noting unique participants We used these to capture information taking part in programmes and total relating to local facilities and barriers Rhondda Cynon Taf Luton attendances. Uptake of membership to participation as well as information and voucher schemes was also relating to participants behaviours, East London monitored. attitudes, skills and knowledge. Evaluation was run internally by the Thanet Sample surveys were conducted NCP Evaluation Research Officer. at events and there were pre- and post-questionnaires for participants. In some of the ongoing programmes Torbay which looked at self-reported physical activity levels and a question on attitudes towards being active. Engage and Motivate Support and Transform 48 Prevention Engage and Motivate Engage and Motivate Prevention 49
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