Social value delivery plan

In its simplest form, a social value delivery plan is a structured document, or strategy, that outlines how you will deliver social value outcomes as part of a contract. The plan will demonstrate how you will contribute to Lancashire's community well-being, beyond the core contractual obligations, by detailing the specific actions, timelines, and responsible individuals for achieving the agreed-upon social value commitments.

Few key aspects when developing a social value delivery plan:

1. Clear objectives and outcomes:

The plan must align with the Lancashire TOMs (Themes, Outcomes, and Measures) and focus on those measures that your organisation has the capability and capacity to deliver against. Each social value commitment should be clearly defined and quantifiable, allowing for effective monitoring and reporting. For each commitment, consider if your plan is SMART (Specific, Measurable, Achievable, Relevant, and Time-bound).

2. Actionable steps and timelines:

The plan should outline the specific actions your organisation will take to deliver on its social value commitments. These actions should be scheduled with clear deadlines to ensure timely delivery.

3. Resource allocation and responsibilities:

The plan should identify the resources, including personnel, budget, and tools, that will be allocated to deliver social value. Provide specific individuals or teams and assign them responsibilities for each aspect of the plan.

4. Monitoring and evaluation:

The plan should outline how your organisation will collect data to track progress against social value outcomes. Quarterly reports should be submitted, via the Social Value Portal, to demonstrate progress and identify areas for improvement. At least annually (although this can be more frequent if needed), you should discuss progress with the LCC and celebrate those successes.

5. Addressing potential pitfalls:

The plan should outline how your organisation will address any challenges or potential issues that may arise during the delivery of social value. Whilst an important document at the procurement stage, it’s a living document and should be subject to regular review and updates based on performance and feedback.

By developing a comprehensive and well-executed social value delivery plan, organisations can demonstrate their commitment, and delivery, of social impact.

Below is a template example of a typical social value delivery plan for tenderers to complete and submit as part of their social value submission. Tenderers should refer to the Invitation to Tender (ITT) for any applicable word limits.

Tenderer name

Insert tenderer's organisation name

Tender title

Insert the authority's tender title

The job title/role that will be responsible for delivery of the social value submission

Response to be added here.

Detail how social value delivery will be managed and resources that will be deployed

Response to be added here.

Proposed timeline for delivering the social value submission

Response to be added here, preferably an indicative timeline per measure.

Internal processes and escalation points if something goes wrong

Response to be added here, outlining how any sub-standard or potential non-delivery of social value measures made, will be addressed and corrected.

Processes for engagement and collaboration with relevant local stakeholders, including Voluntary Community and Social Enterprises (VCSEs) in the delivery of Social Value

Response to be added here (if applicable) including key stakeholders needed to support the plan and outlines of plans for the early phases of engagement.