The Consumer Goods Forum

“We Are Your Global Organisation; Driving Positive Change Through Collaborative

Actions”

Health & Wellness Webinar Agenda

Purpose 10 min

Pilot Results 10 min

Questionnaire Overview 10 min

Questionnaire Demonstration 10 min

Q&A 10 min

- 3 - 2014

0613

_CG

F_H

ealth

_Wel

lnes

s_W

ebin

ar V

3.pp

tx

• All participants have been put on mute to avoid echo on the phone line. For the Q&A session please let Sharon Bligh know when you have a question to unmute your phone line

• The duration of today’s webinar is 60 minutes

• The webinar is being recorded

• We are very happy to take your questions during the Q&A session at the end of the webinar

• You can also ask questions during and after the webinar to Sharon Bligh, CGF by email: s.bligh@theconsumergoodsforum.com or directly in the chat room on GoToWebinar

Webinar housekeeping

Purpose

Health & Wellness Pillar

• The Pillar’s purpose is working together to empower consumers, shoppers and the communities the industry serves to make informed decisions for themselves and their families to help adopt healthier lifestyles.

• The Pillar does this primarily by seeking to drive

implementation of the Health & Wellness Resolutions approved in June 2011

• Our industry can be a key partner of choice in the global

health and wellness agenda by collectively working to empower consumers, shoppers and employees to adopt healthier lifestyles

Why Measurement & Reporting?

• The purpose and goal of the reporting:

• To help facilitate fact based dialogue with the wider industry and its key stakeholders

• To inspire members of The Consumer Goods Forum with an insightful and stimulating industry report

• To accelerate actions on the implementation of the Health & Wellness Resolutions and give recommendations to CGF members who are at different stages in the innovation process

The Health & Wellness Resolutions

I. Access & Availability of Products and Services

II. Product Information and Responsible Marketing

III. Communication and Education About Healthier Diets and Lifestyles

Offer consumers and shoppers a range of products and services that supports the goals of

healthier diets and lifestyles

Provide transparent, fact-based information that will help consumers and shoppers make

informed product choices and usages

Use communication and educational programs to help raise consumer awareness on health &

wellness and energy balance to inspire healthier diets and lifestyles

In June 2011, The Consumer Goods Forum unveiled new industry-wide

resolutions on consumer health and wellness.

The resolutions are framed around 3 mains areas and contain a sub-set of

actions for both food and personal care members of the CGF.

They advocate empowering consumers

with products and services and meaningful information to help them make informed choices and support

healthier diet and lifestyle, and physical activity.

The full set of resolutions can be read

here: http://www.tcgfhealthandwellness.com/

Measuring & Reporting on industry progress

• The Consumer Goods Forum is well positioned to help move the dialogue forward among industry participants and key stakeholders. The CGF membership – comprising of 400 members including retailers as well as food, beverage, personal care and OTC manufacturers – affords a unique platform by which the consumer goods industry can engage to promote health and wellness globally.

• We have developed a Health & Wellness Questionnaire to enable us to track industry

progress on implementation of the H&W Resolutions and help facilitate fact-based dialogue with the wider industry and its key stakeholders.

• CGF has leveraged industry experience by including learnings from regional and

national established measurement and reporting systems through the members of the Liaison Group. In 2013 we piloted the questionnaire with our 50 Board member companies and incorporated our learnings into this year’s process.

• The measurement mechanism will not rank CGF members. Our end goal is to speak with one industry voice and highlight our progress on implementation of our Resolutions.

• A 2-tiered questionnaire has been developed to enable all CGF members report on their health and wellness actions to ensure inclusiveness.

The approach is a multi-year process for building a mature methodology that aligns industry reporting on progress against health and wellness initiatives

H&W – Measurement & Reporting Vision

Methodology maturity

Sur

vey

Rea

ch

Develop methodology1

Design and deploy survey2

Analyze results and share leading practices3

2013 Progress Report

Progress report

1Vision: to stimulate

Health & WellnessProgress report

50 Board companies

Case for action

Learning through maturity model

Voice of the industry

Continue to expand participation

Capture and share leading practices

Align industry around a common understanding of progress

Revise methodology and survey4

Expand participation5Analyze and share6

7 8 9

Pilot Survey

Ongoing Progress Checks

Questionnaire - Timelines

A complete guidance document is available for all participating members. Members are also invited to join webinar sessions to give context, vision, rational on KPIs and Tier 1 & 2

questions. The CGF Secretariat is available for any questions that may arise while completing the questionnaire.

April May June July Aug Sept Oct Nov

1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2

Survey development

Survey distribution

Data analysis

Report writing

WebinarsSurvey Closed

Survey Launch

Data deadline: 5th September 2014

Implementation of H&W resolutions

Measurement and Reporting of progress

Constructive dialogue with key stakeholders

1

2

3

Safeguarding Your Data

Confidentiality Agreement: • Be assured that the data collected will be handled with the required level of confidentiality and all data will be aggregated before reporting.

• The Consumer Goods Forum has entered into a confidentiality agreement with Deloitte to assure the safeguard of our members data.

• A taskforce of industry experts from the Health and Wellness Steering Committee are over viewing the measurement and reporting project on behalf of the CGF Board of Directors.

• All of the information collected will adhere to CGF Antitrust Guidelines.

The conduct of this measurement process is governed by The Consumer Goods Forum and Deloitte and will follow a code of conduct which requires :

•All information gathered as part of this study to be treated as confidential; •No information provided to be attributed to an individual or organisation; •Only aggregated information to be included in the resultant report and any other publications that draw on this performance assessment;

•Please be advised that your participation in this study is voluntary. Should you wish to withdraw at any stage, or to withdraw any unprocessed data you have supplied, you are free to do so without prejudice. •Please indicate that you have read and understood this information by expressing your acceptance in the online questionnaire.

The Health & Wellness Steering Committee

Working Together

Manufacturers and retailers have a key role to play in improving the health and wellness of consumers,

employees, their families and the communities we serve.

Working together and

partnering with stakeholders such as public health

authorities and healthcare professionals, will help our

industry accelerate its collaborative effort and assure

a positive impact on health and wellness in particular and

on society at large.

The team overseeing the progress of the implementation of the H&W Resolutions

consists of the following members:

Pilot Results

The CGF surveyed its 50 Board companies to learn about how companies are engaging on health and wellness initiatives

– Gather information on progress

– Understand the potential of our diversity

– Test application of metrics and measures

– Identify and share good practices

– Publish a balanced and sincere assessment

14

Survey participants Pilot objectives

• Policies: A stated position, objective, or plan to manage health and wellness issues affecting the company and its stakeholders

• Programs: Specific actions undertaken to support health and wellness initiatives

• Outcomes: Effects on the programs and policies established to support health and wellness initiatives, including internal and external measures of progress.

Dimensions surveyed

Pilot results indicate that health and wellness is a key focus area among the Board companies

15

Policy Implementation

Survey Participation Results 86% of Board companies participated in survey

100% of respondents have established policies and activated programs on at least one of CGF’s Health & Wellness Resolutions;

70% of respondents have established policies and activated programs on all three CGF’s Health & Wellness Resolutions

93% of respondents have communicated publicly about their health and wellness initiatives 53% of respondents have communicated as part of

CEO statement and/or Annual Report to shareholders Although the membership of the CGF Board is

diverse, there is alignment among retailers and manufacturers of food and personal care products that they collectively have a role to play in improving the health and wellness of their employees, customers, shoppers, and the communities they serve

15

6

22

3

1

3

0

5

10

15

20

25

30

Food Personal Care Retailer

# of

Com

pani

es

Responded Not Participating

32 39 36

3 1 3 1 5 3 2 2 1 1

01020304050

Resolution #1 Resolution #2 Resolution #3

# of

Com

pani

es

Does your company have a policy to support the resolution?

Yes Next Six Months No NA No Response

Pilot findings, cont’d

16

Primary reason for not setting goals/targets is data availability Some resolutions are “not applicable” to individual

companies For many companies, measurement and reporting

capabilities are under developed or do not exist Opportunity to leverage pilot findings to refine

measurement framework and share leading practices

Specific Resolutions

Challenges / Opportunity

Program Activation Results 87% of respondents have set targets on Resolution #1 81% of respondents have set targets on Resolution #2 75% of respondents have set targets on Resolution #3

23%

51%

26%

Mature

In Progress

Under Development

% of Companies

Measurement and reporting capability against specific resolutions

40 36 40

1 3 1 2 3 1 1 1

0

10

20

30

40

Resolution #1 Resolution #2 Resolution #3

# of

Com

pani

es

Has your company taken action to support the resolution?

Yes Next Six Months No NA No Response

Going forward, the CGF will refine and issue the questionnaire and report annually, marking industry progress and direction

• Future evolution of the report – Issue questionnaire annually with wider

scope of companies – Refine each iteration based on prior

experience – Change scope as new challenges in health

and wellness emerge and old ones subside

– Monitor actions to implement resolutions via the report

– Continue to inspire collective action

Next steps – Refine methodology and questionnaire – Expand participation – Further communicate findings and

learnings

1

7

Questionnaire Overview

Communication & Education about

Healthier Diets and Lifestyles

Product Information & Responsible Marketing

Access & Availability of Products and

Services

Resolutions

Policies

Programs

Outcomes

Dimensions Metrics

Metric 1

Metric 2

Metric 3

Metric 4

Metric 5

The questionnaire is based on the resolutions and organized around three dimensions

Does your company have a policy to support this resolution?

Metric

Is this policy applicable across the entire organization?

Metric

Is information on this policy publicly available?

Metric

• Yes, we have a policy • No, but plan to implement one • No, and do not plan to implement one • Not applicable to my business

Responses

• Yes, this policy is applicable across the entire organization.

• No, this policy is only applicable to a specific geography

• No, this policy is only applicable to a specific business unit or segment

Responses Select all that apply: • Yes, in mainstream financial reports

(annual reports, 10K reports, etc.) • Yes, in our company’s CEO statement • Yes, in voluntary communications (CSR,

websites, etc.) • Yes, in other media. Please describe. • No

Responses

CGF Resolution

Resolution

Policies Programs Outcomes

Policy metrics

CGF Resolution

Resolution

Does your company have specific programs to support this resolution?

Metric

Have you set targets/goals for these programs? a. Please describe targets/goals

b. Why not?

Metric

Are these programs and/or targets/goals applicable across the entire organization?

Metric

• Yes, we have taken/are taking action • No, but we are planning to take action • No, and we are not planning to take action • Not applicable to my business

Responses

• Yes, we have set quantitative targets/goals • Yes, we have set qualitative targets/goals • No, we have not set targets/goals, but plan to • No, we have not and do not plan to due to:

• Data availability challenges • Quantification difficulties • Irrelevance to program

Responses

• Yes, both programs and targets/goals are applicable across the entire organization

• No, Programs and targets/goals only applicable to a specific geography

• No, Programs and targets/goals only applicable to a specific business unit or segment

Responses

Policies Programs Outcomes

Program metrics

Access & Availability of Products and Services

Resolution

Indicate the number of products sold that have been formulated or reformulated to support healthier

lifestyles (if retailer, report on private label):.

Metric

• Number of products • % of product portfolio (sales) • % of product portfolio (SKUs) • Not applicable

Responses

Policies Programs Outcomes

Sample Outcome metrics

Communication & Education about Healthier Diets and Lifestyles

How many employees have been reached by company

health and wellness programs?

Metric

How many employees have been reached by internal health and

wellness websites?

Metric

• Number of employees

Responses

• Number of unique website visits on sites aimed at employees

Responses

Policies Programs Outcomes

Sub-Resolution

Sample Outcome metrics

Questionnaire Live Demonstration

Q&A

- 26 - 2014

0613

_CG

F_H

ealth

_Wel

lnes

s_W

ebin

ar V

3.pp

tx

Thank you for your input to the Health and Wellness Resolutions Webinar. To follow-up with questions after the webinar please contact:

CGF H&W Secretariat:

Sharon Bligh,

Head of Health & Wellness

The Consumer Goods Forum

Phone: +33 1 82 00 95 58

Email: s.bligh@theconsumergoodsforum.com

Thank You