Impact Assessment Tina GwynneEvans Head of Bupa UK

Impact Assessment Tina Gwynne-Evans Head of Bupa UK Foundation DAFNE, 23 November 2018 Confidential

Bupa’s Foundations in the UK, Australia and Spain support research, health programmes and social initiatives to improve the health and wellbeing of people and communities. Mental health Inclusive sport Carers Digital health Healthy cities Older people Education Disadvantaged groups

EVPA Model 1. Setting objectives 2. Analysing stakeholders 3. Measuring results 4. Verifying and valuing impact 5. Monitoring and reporting

Setting objectives - Early internal engagement at Board level - Clinical engagement - Early external engagement with charities Analysing stakeholders - Identifying key groups (internal and external) - Developing engagement and communications opportunities

£ 1. 6 m awarded in grants to 58 projects Improving health and wellbeing by - Piloting new interventions and services - Supporting people in crisis - Breaking down barriers and taboos - Creating communities for mutual support - Improving access to health information and advice Pro-bono support, including consultancy on health coaching, clinical governance and healthcare outcomes Profile raising opportunities for our grant recipients

Project level - Kick off conversations - Interim reporting every 6 months - Project close conversations Programme level - Continuation funding - Operational evaluation Foundation level - Feedback from key stakeholder groups - Regular 121 discussions with trustees - Benchmarking

Reporting - Group discussions with trustees - Sharing with other Foundation leads within Bupa - Tailored presentations within Bupa UK - Creating advocates and champions - Annual corporate reporting - Wider communications

Developing a holistic approach to managing, monitoring and reporting on impact has helped us to: • Hold to our values • Inform strategic decision-making • Improve operational delivery • Strengthen our relationship with our corporate funder