CanadaHelps Presentation - Building Brands that Connect with Donors

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CanadaHelps Educational Webinar Series

Building Brands that Connect with Donors and Stakeholders Presented by: Lori Miller Pike and Sean Howard from The Connected Brand


CanadaHelps

Building brands that connect with donors March 11, 2015


Today’s Session • Who

are we?

• What

is a brand, really?

• What

is a CONNECTED brand?

• Why

being a CONNECTED brand matters.

• How

to become a CONNECTED brand.


A Brand Strategy
 Firm Focused on the 
 For-Benefit Sector

Lori Miller Pike

Sean Howard


What is a brand?


By Marty Neumeier













How do your DONORS feel about you?


WHAT IS A

CONNECTED
 BRAND ?


COMPETITION

The health of a brand is defined by the health of
 its connections within the larger system

PARTNERS/CHANNELS

OTHER BRANDS PRODUCTS

TECHNOLOGY

LOCAL COMMUNITY

YOUR BRAND

CUSTOMERS /PATRONS

TRENDS

ECONOMICS CULTURE

SOCIAL RESPONSIBILITY

INTERNATIONAL COMMUNITY

EMPLOYEES





CONNECTED BRANDS Are designed to grow and provide increasing economic and social value over time. They thrive by staying connected.


vs


There are 
 3
 cornerstones to a

CONNECTED BRAND Resiliency Connection Relevancy


1

A connected brand is 
 RESILIENT. •

It is an adaptive and vital part of a larger ecosystem.

It can be flexible because the brand parameters enable the 
 brand to evolve without needing to be changed every few years. •


2

It is CONNECTED 
 to its supporters. This is about thinking holistically about your presence 
 across all constituents and lifestyle touch points. •

And then designing a solution that engages and rewards 
 stakeholders across their journey with your brand. •


3

A connected brand is 
 ALWAYS RELEVANT. THE ART - A brand platform that generates ideas and opportunities for your business and the community. •

THE SCIENCE - Identifying the critical inputs and outputs that define the larger system within which the brand lives and contributes. •


Why being a

CONNECTED
 BRAND Matters


The benefits •

Cost Savings – better allocation of marketing dollars & resources for not for profits

Relevance – a brand built to resonate emotionally with donors and other stakeholders

Improved ROI – better understanding of donor needs and expectations

Revenue – increased financial contributions


Brands make mistakes,
 just like people. The 
 stronger your brand is, the
 more leeway you get 
 when something goes wrong


How to become a

CONNECTED
 BRAND


How to build a strong brand •

Make a clear emotional promise

Deliver on this promise – every time, everywhere

Have a strong culture that supports and delivers on this promise


Listen. Define. Implement. Listen Define Implement

Define
 Stakeholders

Interviews

Donor Journey

Brand Structure

Look & Feel

Brand Guidelines

Workshops

Surveys

Operational

Other Inputs


Listen Who Needs to be Engaged • Staff & volunteers (people on the ground) • Senior management • Donors and supporters • In some cases beneficiaries • Partners • Board members


Listen Deep Dive Workshops • 1 to 2 hours • Internal: people that interface with donors, suppliers, partners, etc. Top 3 Questions • What are the perceived Strengths, Weaknesses, Threats and Opportunities • Who are our donors? Who are they not? Develop profiles. • Who is competing for share of your donors wallet?


Listen One-on-one Interviews • 30 min • Internal: people that interface with key stakeholders • External: suppliers, donors, customers, etc. Top 5 questions • What is it about [Organization XYZ] that you are most proud of? • What promise does [Organization XYZ] currently make to its supporters? And how well does it deliver on this promise? • Who are [Organization XYZ]’s core supporters or donors? Describe or characterize them. • Who do you see as a competitor to [Organization XYZ] for funds? • How has the organization changed over the past 5 years? 10 years?


Listen Surveys for Wider Reach • Across the organization - wider reach • Outside the organization - select donors and other stakeholders


Listen Research similar organizations What do they promise? • What experiences are they offering? Social Media • Ways to engage fans and supporters • Mini-contests where they answer simple questions • What do you love most about Organization XYZ? • Why do you support us? • What three things first come to mind when you hear our name?


Listen Other Tools • Understanding your digital experiences • Beyond funnels and analytics


Listen What is the Donor Journey? • Where we interact with our stakeholders • The service levels we are providing at each touchpoint Put on our SAFARI hats • Become a donor or watch 
 donors at real events • What does it feel like? • How does it flow? • Where do we go next?


Define Map out the Donor Journey touchpoints • Can be a simple linear path • Or a complex swim lanes diagram • Be sure to capture the VALUE of each touchpoint


Define Too many organizations don’t have a journey. They have a hard stop at funds received. Every cycle, it’s about only one thing. Get the donor’s money. This slowly erodes your brand.


Define Findings Review and Workshop • Present findings from the various inputs • Discover brand disconnects • Identify opportunities and key insights Begin Drafting Your Brand Structure • Proprietary brand on a page format • Document that defines all tenets of the brand in understandable and usable language


Our Brand on a Page
 Methodology and Tool Brand Essence

The single, most powerful & motivating idea you want your brand to own.

Our Purpose

Why we are in business – also referred to as “mission”.

Our Values

What we believe in – our uncompromising principles.

Our Supporters

Who we are focusing our marketing efforts on.

Our Promise

Focuses everything on a single, clear and emotional promise to our customer.

Differentiating
 Pillars

Ownable & Differentiating Aspect

Ownable & Differentiating Aspect

Ownable & Differentiating Aspect

• Proof points for believing in the promise

• Proof points for believing in the promise

• Proof points for believing in the promise

Brand Personality The brand’s outward facing style – how it would look and sound if it came to life.


Implement Identity and style guides • Look and feel (visual identity) • Language and communication guidelines • Service standards


BOARDS


Implement Operations and Planning • Donor journey • Stop, Start and Continue • Company-wide workshops


Once you have your Brand
 Structure defined, you can
 start to operationalize the
 lessons learned.

The Brand Framework comes with tools to help management identify and initiate new brand building measures

and identify those programs and efforts that are actually hindering your brand

and those programs which should remain in effect.


Lets Begin to Build Your Connected Brand


Mapping the Donor Journey Service Safari - The Tools • Clipboard • Pen and paper • Point & shoot camera or smartphone Online Tools (alternate) • iPerceptions 4Q (free)


Mapping the Donor Journey Service Safari - Mindset • Safari hats on! • Recording the experience in snapshots • Be aware of your filters • You are the observer (not participating) Service Safari - Capture Image credit: Livework Studios - liveworkstudio.com • First impressions • What confuses donors? • What delights them? • How long are they waiting? and where? • Look for the spaces “in between”. Rate these experiences.


Conclusion •

Clarifying the essence of your brand for your audience

• • •

Identifying one simple promise Realigning around that promise and core strengths Delivering on that promise at every touchpoint

• • •

More connected More aligned More valued


Thank You


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