THREE YEARS. THREE PARTNERS. ONE GOAL - PROJECT EVALUATION NATIONAL CHARITY PARTNERSHIP 2015- 2017 - DATAPRESS

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THREE YEARS. THREE PARTNERS. ONE GOAL - PROJECT EVALUATION NATIONAL CHARITY PARTNERSHIP 2015- 2017 - DATAPRESS
Three
Years.
Three
Partners.
One
Goal.
Project Evaluation
National Charity Partnership
2015 – 2017
THREE YEARS. THREE PARTNERS. ONE GOAL - PROJECT EVALUATION NATIONAL CHARITY PARTNERSHIP 2015- 2017 - DATAPRESS
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
THREE YEARS. THREE PARTNERS. ONE GOAL - PROJECT EVALUATION NATIONAL CHARITY PARTNERSHIP 2015- 2017 - DATAPRESS
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
THREE YEARS. THREE PARTNERS. ONE GOAL - PROJECT EVALUATION NATIONAL CHARITY PARTNERSHIP 2015- 2017 - DATAPRESS
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
THREE YEARS. THREE PARTNERS. ONE GOAL - PROJECT EVALUATION NATIONAL CHARITY PARTNERSHIP 2015- 2017 - DATAPRESS
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
THREE YEARS. THREE PARTNERS. ONE GOAL - PROJECT EVALUATION NATIONAL CHARITY PARTNERSHIP 2015- 2017 - DATAPRESS
THREE YEARS. THREE PARTNERS. ONE GOAL - PROJECT EVALUATION NATIONAL CHARITY PARTNERSHIP 2015- 2017 - DATAPRESS
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
THREE YEARS. THREE PARTNERS. ONE GOAL - PROJECT EVALUATION NATIONAL CHARITY PARTNERSHIP 2015- 2017 - DATAPRESS
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
THREE YEARS. THREE PARTNERS. ONE GOAL - PROJECT EVALUATION NATIONAL CHARITY PARTNERSHIP 2015- 2017 - DATAPRESS
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
THREE YEARS. THREE PARTNERS. ONE GOAL - PROJECT EVALUATION NATIONAL CHARITY PARTNERSHIP 2015- 2017 - DATAPRESS
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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