branding & marketing your non-profit, in order to set it apart

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Branding & Marketing Your Non-Profit, In Order to Set it Apart mcdougall & duval advertising | Peoples United Bank

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Whether you are running a non-profit or for-profit enterprise, your organization’s brand is more than a name and a logo. Your brand is both your identity and the promise you make to your constituents and the public. As a result, it is also an important tool in your marketing arsenal. The question many organizations have is “how can we use that tool to help us in our mission?” Enter the team from McDougall & Duval – Dan Duval, Jeff Bard, Carie Schelfhaudt and Peter Hale. Their engaging and interactive presentation will help you understand how to define your brand and put it to work for your organization. From uncovering what your brand promise is, to cultivating a culture within your organization that reinforces it, and practical steps you can use to ensure it is working for you, this program will provide real-world insight to branding.

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Page 1: Branding & Marketing Your Non-Profit, In Order to Set it Apart

Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

Page 2: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

Dan Duval, CEO/Creative Director

• 19 years of agency experience

• Past employers include: Costmopolus, Crowley & Daily, McDougall Associates

• Manages all concept development activities

Jeff Bard, Strategic Planner

• 25 years of advertising and direct marketing experience

• Past employers include: Arnold Worldwide, Mullen, Direct Results Group

• Manages all strategic planning procedures as called for:

• Brand positioning plan

• Target audience segmentation

Meet the Team

Branding & Marketing Your Non-Profit

Page 3: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

Peter Hale, Director of Public Relations

• 17 years of communications experience, both as a reporter and public relations professional

• Past employers include: Fidelity Investments, inc.com, Perseus Publishing, Adams Media

• Manages all public relations planning, messaging and outreach

Carie Schelfhaudt, Director of Social Media

• Nearly a decade of social media experience

• 6 years professional agency marketing experience

• Active user since the inception of Facebook and Twitter

• Past employers: Communicators International, CD&M Communications, and KG Partners

• Leads all agency social media marketing efforts on behalf of clients, and manages the agency’s Facebook-preferred, third-party social media platform

Meet the Team

Branding & Marketing Your Non-Profit

Page 4: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

Overview

Branding & Marketing Your Non-Profit

Non-Profit Organization = Business• The Branding Process

• Bringing Your Brand to Life

• It’s Not What You Say, It’s What They Say

• Reinforcing & Protecting the Brand

Page 5: Branding & Marketing Your Non-Profit, In Order to Set it Apart

The Branding Process

mcdougall & duval advertising | Peoples United Bank

Page 6: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

Level of Communication

The Branding Process

Page 7: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

• Rational core message of what your brand represents

• Emotional wrapping communicating the personality of your brand (the look and feel)

• Is it unique, defensible, deliverable and consistent?

• Is it meaningful to customers, employees, prospects and partners?

The Branding Process

Developing Your Brand Focus

Page 8: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

Car Exercise

The Branding Process

Page 9: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

Internal

• Interview staff (including creative branding exercises) at appropriate and various levels

• Interview members

• Active

• Inactive or lapsed

• Review competitors

External

• Interview local leaders

• Political

• Business

• Community

The Branding Process

Information Gathering

Page 10: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

1. In a few sentences, how would you describe ABC

organization?

2. What should be ABC’s short-term goals? Long-term goals?

(new budget test)

3. SWOT analysis…what are ABC’s primary strengths,

weaknesses, opportunities and threats?

4. What should ABC be known for?

5. Why is ABC’s work relevant?

6. How is ABC’s program distinctive?

7. Who is ABC’s target audience? Why should the target

audience care about our organization?

8. Is the “low-hanging fruit” upgrading current members or

acquiring new members?

Sample Questions

The Branding Process

Page 11: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

9. What’s the biggest misconception people have about

ABC? Biggest surprise?

10. What is the current market perception? What is the

desired perception?

11. Rank your top 5 competitors. What 5 words come to mind

when I say (name each competitor and our organization…

what is your primary point of differentiation against this

group?

12. Rank from 1-10 (1 the lowest and 10 the highest) your

strengths in the following areas

13. (Compare #1 competitor from above)

14. Corporate personality test (celebrity spokesperson)

• Now

• Tomorrow

15. Last thoughtsThe Branding Process

Sample Questions

Page 12: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

The sum total of the thoughts,

feelings, associations or

expectations a consumer

experiences when he or she is

exposed to your name, trademarks,

products, services, interactions,

designs and symbols representing

you.

Suggested Brand Positioning

The Branding Process

Page 13: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

A brand must

• Be singular

• Be donor-driven

• Evoke a broad emotional response

• Communicate a specific rational appeal

A brand position answers:

• Who is our target audience?

• How is our program distinctive?

• What do we want to be known for?

• Why is our work relevant (why should our target audience care)?

The Branding Process

Suggested Brand Positioning

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mcdougall & duval advertising | Peoples United Bank

Format

• To (the target market), your non-profit is (known for) that (point of difference) and (relevance/care)

• Desirable, Sustainable, Available, Supportable

Suggested Brand Positioning

The Branding Process

Page 15: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

The Branding Process

Making the Positioning Relevant

Page 16: Branding & Marketing Your Non-Profit, In Order to Set it Apart

Bringing Your Brand to Life

mcdougall & duval advertising | Peoples United Bank

Page 17: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

Bring Your Brand to Life

Bringing Your Brand to Life

Page 18: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

Bringing Your Brand to Life

Logo: Starbucks Coffee

Page 19: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

Bringing Your Brand to Life

Logo: Google

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mcdougall & duval advertising | Peoples United Bank

Bringing Your Brand to Life

Logo: Nike

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mcdougall & duval advertising | Peoples United Bank

Bringing Your Brand to Life

Logo: The Red Cross

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mcdougall & duval advertising | Peoples United Bank

Bringing Your Brand to Life

Logo: The Salvation Army

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mcdougall & duval advertising | Peoples United Bank

Bringing Your Brand to Life

Alive Brands

• Singular

• Evoke emotional response

• Rational appeal

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mcdougall & duval advertising | Peoples United Bank

Bringing Your Brand to Life

Post-Brand Positioning Plan

Define Branding Needs• Totally redefine

• Message change

• New way to fundraise

Page 25: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

Bringing Your Brand to Life

Post-Brand Positioning Plan

Totally Redefined Brand• Logo tired & stale

• Evolve

• Get younger!

• Shake things up internally

• Morale boost

Page 26: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

Example: RTN Federal Credit Union

Bringing Your Brand to Life

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mcdougall & duval advertising | Peoples United Bank

Bringing Your Brand to Life

Example: RTN Federal Credit Union – Logo Redesign

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mcdougall & duval advertising | Peoples United Bank

Bringing Your Brand to Life

Pepsi Evolution

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mcdougall & duval advertising | Peoples United Bank

Bringing Your Brand to Life

Post-Brand Positioning Plan

Changing the Message• Recognized logo

• Brand equity

• Need to maximize assets

Page 30: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

Logo: IC Federal Credit Union

Bringing Your Brand to Life

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mcdougall & duval advertising | Peoples United Bank

Example: “The Meaning” IC Federal Credit Union Case Study

The “I”

The “C”

The Attributes

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mcdougall & duval advertising | Peoples United Bank

Example: “The Meaning” TV Spot

Bringing Your Brand to Life

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mcdougall & duval advertising | Peoples United Bank

Bringing Your Brand to Life

Example: “The Meaning Revisited” TV Spot

Page 34: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

Example: “The Meaning” Print

Bringing Your Brand to Life

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mcdougall & duval advertising | Peoples United Bank

Bringing Your Brand to Life

Example: “The Meaning” Billboard

Page 36: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

“The Meaning” Web Banner

Example: “The Meaning” Web Banner/Social Media

Bringing Your Brand to Life

Page 37: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

Bringing Your Brand to Life

Rewards of Branding

ROI: 178 percent in one year• New loans: $3.5 million

• New deposits: $1.7 million

• Translate to donations

Page 38: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

Bringing Your Brand to Life

Post-Brand Positioning Plan

New way to fundraise• Organizational shift

• Change the way you raise $

• Completely new idea

Page 39: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

Bringing Your Brand to Life

JC Penney Then

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mcdougall & duval advertising | Peoples United Bank

Bringing Your Brand to Life

JC Penney Now

Page 41: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

Example: The Salvation Army, “The Army Behind the Army”

Bringing Your Brand to Life

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mcdougall & duval advertising | Peoples United Bank

Bringing Your Brand to Life

New Ideas

Gift ranks• Lieutenant: $1,000 to $4,999

• Captain: $5,000 to $9,999

• Major: $10,000 to $24,999

• Lt. Colonel: $25,000 to $49,999

• Colonel: $50,000 to $99,999

• General: $100,000 and above

Page 43: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

Bringing Your Brand to Life

New Ideas Pay Off

Results• Year one: $2 million (exceeded goal)

• Year four: Over $5 million

Page 44: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

Bringing Your Brand to Life

Just Do It

Bringing Your Brand to Life Just do it!

• Get people excited about your brand

• Get people talking

Page 45: Branding & Marketing Your Non-Profit, In Order to Set it Apart

It’s Not What You Say, It’s What They Say

mcdougall & duval advertising | Peoples United Bank

Page 46: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

• A simple truth: Campaigning used to be about delivering messages

• Now, it’s about creating personal relationships with brands

• To today’s consumer, conversations are far more important than direct

messages alone

• In order to have these conversations, brand owners need to identify who in

the target audience are the greatest influencers who generate the most

online buzz

• 57% of people talk to other people more online than in real life

• In the world of search engine optimization (SEO), likes are considered the

new links

Brand Ambassadors

It’s Not What You Say, It’s What They Say

Page 47: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

It’s Not What You Say, It’s What They Say

Brand Ambassadors

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mcdougall & duval advertising | Peoples United Bank

Which social networking sites match your brand personality?

It’s Not What You Say, It’s What They Say

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mcdougall & duval advertising | Peoples United Bank

It’s Not What You Say, It’s What They Say

Don’t spread yourself too thin

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mcdougall & duval advertising | Peoples United Bank

Brand Consistency

It’s Not What You Say, It’s What They Say

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mcdougall & duval advertising | Peoples United Bank

It’s Not What You Say, It’s What They Say

Staff Roles & Responsibilities

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mcdougall & duval advertising | Peoples United Bank

Centralized Management Platform

It’s Not What You Say, It’s What They Say

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mcdougall & duval advertising | Peoples United Bank

Everything you do right is online

• Smart marketers use social media as a tool for top of mind awareness

• If managed properly, social media should:

• Be the voice of your brand

• Establish you as a subject matter expert

• Make you a resource for relevant newsworthy information

• Allow you to generate leads

• Be a facilitator for online donations and contribution campaigns

It’s Not What You Say, It’s What They Say

Top of Mind Awareness

Page 54: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

It’s Not What You Say, It’s What They Say

Top of Mind Awareness

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mcdougall & duval advertising | Peoples United Bank

Reputation Management

It’s Not What You Say, It’s What They Say

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mcdougall & duval advertising | Peoples United Bank

It’s Not What You Say, It’s What They Say

Reputation Management

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mcdougall & duval advertising | Peoples United Bank

Everything you do that is perceived to be wrong is online

It’s Not What You Say, It’s What They Say

Page 58: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

Top of Mind Awareness

It’s Not What You Say, It’s What They Say

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mcdougall & duval advertising | Peoples United Bank

It’s Not What You Say, It’s What They Say

“Unleash Your C” Case Study

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mcdougall & duval advertising | Peoples United Bank

“Unleash Your C” Case Study

It’s Not What You Say, It’s What They Say

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mcdougall & duval advertising | Peoples United Bank

It’s Not What You Say, It’s What They Say

“Unleash Your C” Case Study

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mcdougall & duval advertising | Peoples United Bank

“Unleash Your C” Case Study

It’s Not What You Say, It’s What They Say

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mcdougall & duval advertising | Peoples United Bank

It’s Not What You Say, It’s What They Say

“Unleash Your C” Case Study

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mcdougall & duval advertising | Peoples United Bank

“Unleash Your C” Case Study

It’s Not What You Say, It’s What They Say

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Reinforcing & Protecting the Brand

mcdougall & duval advertising | Peoples United Bank

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mcdougall & duval advertising | Peoples United Bank

Where Are We Headed?

Reinforcing & Protecting the Brand

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mcdougall & duval advertising | Peoples United Bank

Reinforcing & Protecting the Brand

Looking for Ideas

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mcdougall & duval advertising | Peoples United Bank

Looking for Ideas

Reinforcing & Protecting the Brand

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mcdougall & duval advertising | Peoples United Bank

Reinforcing & Protecting the Brand

The Offer You Can Make

Page 70: Branding & Marketing Your Non-Profit, In Order to Set it Apart

mcdougall & duval advertising | Peoples United Bank

=

Like Campaigns

Reinforcing & Protecting the Brand

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mcdougall & duval advertising | Peoples United Bank

Reinforcing & Protecting the Brand

Like Campaigns

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mcdougall & duval advertising | Peoples United Bank

Like Campaigns

Reinforcing & Protecting the Brand

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mcdougall & duval advertising | Peoples United Bank

Reinforcing & Protecting the Brand

Brand Compatibility

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mcdougall & duval advertising | Peoples United Bank

Brand Compatibility

Reinforcing & Protecting the Brand

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mcdougall & duval advertising | Peoples United Bank

Reinforcing & Protecting the Brand

Brand Compatibility

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mcdougall & duval advertising | Peoples United Bank

Brand Compatibility

Reinforcing & Protecting the Brand

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mcdougall & duval advertising | Peoples United Bank

Reinforcing & Protecting the Brand

Brand Compatibility

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mcdougall & duval advertising | Peoples United Bank

Brand Compatibility

Reinforcing & Protecting the Brand

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mcdougall & duval advertising | Peoples United Bank

Reinforcing & Protecting the Brand

Protecting Your Brand

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mcdougall & duval advertising | Peoples United Bank

Protecting Your Brand

Reinforcing & Protecting the Brand

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mcdougall & duval advertising | Peoples United Bank

Reinforcing & Protecting the Brand

Protecting Your Brand

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mcdougall & duval advertising | Peoples United Bank

Protecting Your Brand

Reinforcing & Protecting the Brand

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mcdougall & duval advertising | Peoples United Bank

Reinforcing & Protecting the Brand

Protecting Your Brand

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mcdougall & duval advertising | Peoples United Bank

PR/media coverage,

Reinforcing Your Brand

Reinforcing & Protecting the Brand

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mcdougall & duval advertising | Peoples United Bank

Reinforcing & Protecting the Brand

Reinforcing Your Brand

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mcdougall & duval advertising | Peoples United Bank

Reinforcing Your Brand

Reinforcing & Protecting the Brand

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mcdougall & duval advertising | Peoples United Bank

Reinforcing & Protecting the Brand

Brand Ambassadors

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mcdougall & duval advertising | Peoples United Bank

Reinforcing & Protecting the Brand

Brand Ambassadors

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mcdougall & duval advertising | Peoples United Bank

Brand Ambassadors

Reinforcing & Protecting the Brand

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mcdougall & duval advertising | Peoples United Bank

Reinforcing & Protecting the Brand

Brand Ambassadors

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mcdougall & duval advertising | Peoples United Bank

Focus, Fun & Frequency

Reinforcing & Protecting the Brand

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mcdougall & duval advertising | Peoples United Bank

Reinforcing & Protecting the Brand

Focus, Fun & Frequency

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mcdougall & duval advertising | Peoples United Bank

Focus, Fun & Frequency

Reinforcing & Protecting the Brand

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mcdougall & duval advertising | Peoples United Bank

Reinforcing & Protecting the Brand

Focus, Fun & Frequency

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mcdougall & duval advertising | Peoples United Bank

Focus, Fun & Frequency

Reinforcing & Protecting the Brand

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Q & A

mcdougall & duval advertising | Peoples United Bank

Page 97: Branding & Marketing Your Non-Profit, In Order to Set it Apart

Thank You!

mcdougall & duval advertising | Peoples United Bank