Purpose
This paper aims to present a case study of the early “formulation” activities that laid the foundation for the Edinburgh Wellbeing Pact, developed during and after the COVID-19 pandemic. The Pact aimed to foster partnership between service providers and citizens to prevent crises, empower individuals to manage their health and independence at home and strengthen the health and social care network in Edinburgh.

Design/methodology/approach
The study involved a retrospective review of documentary data, including reports, meeting notes, reflections and strategy documents. The analysis was led by the programme lead, who played a central role in the design and implementation of the Pact.

Findings
The formulation phase focused on building the Pact’s foundation through dialogues with citizens, staff, communities and stakeholders. It emphasised the development of the Pact’s vision and the establishment of key partnerships. This process was crucial for ensuring collaboration and guiding the transition from ideas to implementation. It led to the creation of key messages for staff, citizens and community partners. The formulation phase also facilitated the transfer of power and resources to citizens and enabled the creation of new funded initiatives, which introduced new service delivery models and strengthened collaboration between public and third sectors.

Originality/value
This case study contributes to understanding innovation in intersectoral practices, co-creation and co-production as strategies for addressing complex health and social care challenges. It provides insights for others engaged in similar initiatives.