Meet & greet

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• "Get to know you" session

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• Share NDAs and documents

• Agree a budget we can work with

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• Run some informal workshops with the potential investor and appropriate Alliance members

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• Agree Social Value objectives & timelines

Investigate & evaluate

• Working groups to identify the Social Value requirements that meet investor and community needs

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• Facilitate informal sessions between investor, business and local authority representatives to understand mutual areas of interest (and potential conflict)

• “Deep Dive” community research, exploring social value outcomes from resident and local business perspectives

• Social Value Landscape Report preparation

• Workshop sessions to discuss, debate and agree on Social Value Strategy

Deliver & report

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• Detailed Social Value Plan. Sessions facilitated to discuss and reach an agreement

• Third sector funders and delivery partners engaged, briefed  and invited to input on relevant areas

• Community engagement strategy and plan agreed to ensure Social Value Proposals are supported and delivered as promised

• Social Value Strategy and Plan signed off for inclusion in the investor's proposal

• Addendum to The Cumbrian Investment Charter formalised, specific to the investor, detailing the Social Value Plan (if appropriate)

• Draft social contracts prepared for suppliers, detailing social value specifics