supporting families since 1869CORPORATE PARTNERSHIPSA CASE STUDY
supporting families since 1869• What is Money for Life• What does the partnership look like• Key successes and challenges•...
supporting families since 1869WHAT IS MONEYFOR LIFE?Financial Capability Programme
supporting families since 1869HOW DID THEPARTNERSHIPSTART?ConversationFeb ‘12 Sept ‘12MeetingMeetingProposalProposalPartne...
supporting families since 1869KEY LEARNINGS• Listen to what the company want• Ensure it aligns with your needs• Involve yo...
supporting families since 1869WHAT DOES THEPARTNERSHIPLOOK LIKE?120 Volunteers1,500 familiesFamily FortunesReports x 3Digi...
supporting families since 1869FEEDBACK FROMFAMILIES“Very Informative”“clear information”“Good, lots of information, signpo...
supporting families since 1869FEEDBACK FROMSTAFF“Really benefited ourservice”“Well received by our families ““Parents woul...
supporting families since 1869FEEDBACK FROMVOLUNTEERS
supporting families since 1869FAMILY FORTUNES
supporting families since 1869FAMILY FORTUNES30 pieces of coveragePrint | Online | Broadcast | Social Media
supporting families since 1869HOW HAS THERELATIONSHIPDEVELOPED?• Delivery of the programme• developing processes• learning...
supporting families since 1869
supporting families since 1869KEY SUCCESSESFamily Action• Supporting vulnerable families• Brokered relationships with new ...
supporting families since 1869CHALLENGESFamily Action•Challenging KPI’s• Competing priorities• Expectations• Identified a ...
supporting families since 1869
supporting families since 1869LOOKING AHEAD• Working to achieve targets• Family Fortunes Reports• Translate learnings into...
supporting families since 1869KEY LEARNINGS• Buy-in across both organisations• One key contact at each organisation• Be op...
supporting families since 1869Rebecca SimpsonAssistant Manager, Money for LifeRebecca.simpson@lloydstsb.co.uk0207 356 1666...
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Money for life with family action case study

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Money for life with family action case study

  1. 1. supporting families since 1869CORPORATE PARTNERSHIPSA CASE STUDY
  2. 2. supporting families since 1869• What is Money for Life• What does the partnership look like• Key successes and challenges• Looking ahead• Summary of key learnings
  3. 3. supporting families since 1869WHAT IS MONEYFOR LIFE?Financial Capability Programme
  4. 4. supporting families since 1869HOW DID THEPARTNERSHIPSTART?ConversationFeb ‘12 Sept ‘12MeetingMeetingProposalProposalPartnership
  5. 5. supporting families since 1869KEY LEARNINGS• Listen to what the company want• Ensure it aligns with your needs• Involve your organisation• Project visits• How you can add to the partnership• Be open, honest and realistic
  6. 6. supporting families since 1869WHAT DOES THEPARTNERSHIPLOOK LIKE?120 Volunteers1,500 familiesFamily FortunesReports x 3DigitalConversationStaff Training
  7. 7. supporting families since 1869FEEDBACK FROMFAMILIES“Very Informative”“clear information”“Good, lots of information, signposted me to other agencies”“ it will help me budget”“lots of information I could understand”“helped me not to overspend”Overall positive impact on families; attitudinal change
  8. 8. supporting families since 1869FEEDBACK FROMSTAFF“Really benefited ourservice”“Well received by our families ““Parents would like the next session sooner rather than later”“Keen to attend more!”“One parent [told me] how much she’d enjoyedthe session and got loads from it”
  9. 9. supporting families since 1869FEEDBACK FROMVOLUNTEERS
  10. 10. supporting families since 1869FAMILY FORTUNES
  11. 11. supporting families since 1869FAMILY FORTUNES30 pieces of coveragePrint | Online | Broadcast | Social Media
  12. 12. supporting families since 1869HOW HAS THERELATIONSHIPDEVELOPED?• Delivery of the programme• developing processes• learning what works & what doesn’t• developing new resources
  13. 13. supporting families since 1869
  14. 14. supporting families since 1869KEY SUCCESSESFamily Action• Supporting vulnerable families• Brokered relationships with new partners• Writing powerful reportsLloyds Banking Group• Supporting responsible business strategy• Engaging staff with their community• Positive impact on the business• Working in partnership
  15. 15. supporting families since 1869CHALLENGESFamily Action•Challenging KPI’s• Competing priorities• Expectations• Identified a gap in current provisionLloyds Banking Group• Volunteer confidence• Understanding the third sector• Evaluating impact• Working in partnership
  16. 16. supporting families since 1869
  17. 17. supporting families since 1869LOOKING AHEAD• Working to achieve targets• Family Fortunes Reports• Translate learnings into an online conversation• Legacy within staff training
  18. 18. supporting families since 1869KEY LEARNINGS• Buy-in across both organisations• One key contact at each organisation• Be open and flexible• Let the project/programme evolve• Meet and talk regularly• Be realistic
  19. 19. supporting families since 1869Rebecca SimpsonAssistant Manager, Money for LifeRebecca.simpson@lloydstsb.co.uk0207 356 1666Joanna HowarthCorporate, Events & Website FundraiserJoanna.howarth@family-action.org.uk020 7241 7454family-action.org.uk || moneyforlifeprogramme.org.uk

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