caliber cmf presentation_final

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Page 1: Caliber CMF presentation_final
Page 2: Caliber CMF presentation_final

Community Relations

Sponsorship Marketing Strategic

Alliances

Defining Corporate Alliances

Executive Directives Awareness Impact

Page 3: Caliber CMF presentation_final

Defining Corporate Alliances

Authenticity

Employee Engagement

Relevant Connection with

Consumers

Mission &Values Based

Measurable in Sales & Impact

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Key Alliance Areas

Mission Support and

Advancement

Cause Marketing

Employee Activation

In-kind and Enhancement

Sponsorship

Corporate Champion

Page 5: Caliber CMF presentation_final

Mission Support & Advancement

Outright giving that supports the mission and vision, many times enhanced by marketing the donation as a matching gift 

Page 6: Caliber CMF presentation_final

Cause Marketing

A relationship between a corporation and nonprofit that generates consumer-driven support for the hospital through various activation methods 

Page 7: Caliber CMF presentation_final

Employee Activation

Engaging employees in fundraising, volunteerism and championing of the cause

Page 8: Caliber CMF presentation_final

In-Kind and Enhancement

A budget-relieving or experience-enhancing donation that has the ability to generate incremental revenue, assist expense line items and/or increase brand awareness 

Page 9: Caliber CMF presentation_final

Sponsorship

Program, event or physical structure-related, typically a financial or in-kind donation in exchange for goods, services, experiences and/or visibility

Page 10: Caliber CMF presentation_final

Corporate Champion

Utilizing corporate partners and sponsors as “champions” or “rainmakers” to open new doors to funding, partnerships and marketing services

Page 11: Caliber CMF presentation_final

Fundraising Marketing Medical / Science

Patient Relations,

Social Work & Child Life

VolunteerDevelopment

Integrated Approach

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Feasibility 10

Are your development, hospital and Board leadership open to cause marketing and corporate alliances? Do you know in what context?

Are key physicians in key areas of expertise/department/pillars open to aligning their programs with corporate partners?

Do you have internal corporate leads you can access/approach for cause marketing and corporate alliances? Do you know in what context?

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Are the medical department/pillars open to working together on cause marketing and corporate alliances? OR would any alignment have to be pillar-specific?

Do you have a strong regional brand or exceptional national research in key, consumer-friendly departments/pillars?

How well do key areas of development work together: major gift officers, direct mail, event production, sponsorship, marketing communications, PR?

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Feasibility 10

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Is development marketing and outreach separate from clinical marketing? If so, how well do they work together?

Do you have any event, advertising or human resources that can be leveraged in support of a cause marketing program? Do you know in what context?

Do you have the resources to devote someone or part of someone to creating a formal program and conducting outreach for the next 18 to 24 months?

Does your institution have the legal skill and/or resources to devote to supporting a formal corporate alliance program?

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Feasibility 10

Page 16: Caliber CMF presentation_final

Who’s Winning

Buy-In

Process

Brand ValueInvestment

Integration

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The Internal Process

Board

Hospital Executive Leadership

Cancer

Hear

t PedsDia

bete

s

Board Support & Internal Champions

Head of Development Head

of MarketingAttorneys

Physicians in Key Consumer Areas of Focus

BreakingDown Silos

Page 19: Caliber CMF presentation_final

Structure

Director, Corporate Alliances

Cause Marketing

Sponsorship

Corporate Giving

Mission Support/ Brand

Partners

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Integrated Approach

Corporate Alliance Task Force

Key Development Leadership

Key Pillar Development

Officer(s)

Development Marketing

Donor Outreach

(Pubs)

Clinical Marketing

Web/Social Marketing

Advertising

Key Physician Leadership

Professional Committee

Page 21: Caliber CMF presentation_final

Tools and Resources

Guidelines Criteria

Process Charts (Inquiry,

Approval, Leveraging

Assets)

Defined Assets

Corporate Alliance Task

Force

Legal Process

Research Tools Target Lists Key Pillars

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Positioning for Success

Key Competition

Strategic Direction

Operational Enhancements Required

Key Mindsets of

Desired Audiences

Trends/ Gems

Brand Assets

Audiences Key Perceptions

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What Makes You Unique?

Unique Selling Point(s)

First Best Only

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Strategic Alliance Cycle

Acquisition

OptimizationRetention

Page 26: Caliber CMF presentation_final

Strategic Alliance Cycle: Acquisition

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Cultivating Leads

Warm Leads

Board

Major Donors

Professional Committee

Volunteer Committees

Event Sponso

r

Physician

Grateful Patients

Agency Contact

s

Page 28: Caliber CMF presentation_final

Cultivating Leads

Cold Leads

Competitive

Research

Local Companie

s

Local Divisions

Past Support of the Cause

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Utilizing Your Assets

Tours

Naming Opportunities (virtual & physical)

Activities & Events

Partners Summit

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Utilizing Your Assets

Cultivation Events or Programs

Professional Advisory

Group

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Telling Your Story

FAMILIES & PATIENTS

PHYSICIANS, RESEARCHERS & MEDICAL STAFF

VOLUNTEERS

CORPORATE PARTNERS

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Closing the Deal

Just do it.The best way to learn is to start.

It’s about value. Define the ROI.

Have a creative idea.Don’t walk into the room empty handed.

Get advice. It you are not a marketer, find a mentor.

Get Integrated. Know your assets and think bigger.

If possible, avoid cold calling. Use every contact you have.

Research. Find out what is currently going on with your target company, their industry and their competitors.

Listen. Know your product and its values/assets well and be ready to adapt to meet their goals.

Get a meeting. You want to get in the door.

Page 33: Caliber CMF presentation_final

Closing the Deal

STICK WITH IT

Eighty percent of new sales are made after the fifth contact, yet the majority of salespeople give up after the second call. Follow up and keep calling. Persistence pays off.

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Strategic Alliance Cycle: Optimization

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Strategic Alliance Cycle: Retention

Service

Communication

Hospitality & Stewardship

Recognition

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Measurement

18 months from initial contact to a deal in the marketplace

Longer for new efforts

Timing

Year 1 - $0

Year 2 - $200,000 to $500,000

Year 3 - $500,000 and beyond

IncomeNational vs. Local/Regional saturation

Create a metric that values impressions

Brand

Page 37: Caliber CMF presentation_final

Contact Information

Maureen CarlsonPresident

Caliber Sales & [email protected]@MCCaliber   

Philips McCartyPresident

Cause Innovationwww.causeinnovation.com [email protected] @CauseInnovation

Page 38: Caliber CMF presentation_final