Case Study: Bupa Foundation achieves greater impact with Ellis Jones

Bupa Foundation launches new impact strategy ahead of 20-year anniversary with Ellis Jones

The Bupa Foundation, a health promotion charity, was approaching its 20-year anniversary and sought a new strategy to increase its impact through customer and employee engagement. Under new leadership, the customer needed an evidence-based approach to inform changes to its activities and investments, considering both risks and opportunities. The vendor, Ellis Jones, was engaged to help develop this new impact strategy.

Ellis Jones implemented a comprehensive research program that included industry analysis, benchmarking, customer surveying, and leadership workshops. This process led to the development of a new impact strategy with three domains, compelling vision narratives, and theories of change. The outcome was a clear strategic plan that identified highly aligned donor groups and innovative ideas for engagement. Ellis Jones delivered a framework that prepares the Bupa Foundation to celebrate its legacy and surge forward for the benefit of Australians.

Bupa Foundation