Vision = Value: Linking Mission to Marketing

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    Vision, Mission and Values : Marketing is the question
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30 seconds on SBA30-year old brand-focused communications firmBoston..People and dogs..80% nonprofit… BSO / BCA / Harvard1. Integrates / d / t to help….2. Offer strategic consulting3. Integrated print / digital / interpersonal4. Training and self-sufficiency..More at sametz.com

Using what you learned in research, craft your brand foundationInforms--visual and verbal communications that come later..BUILD…COMMENTAreas of focus--easy handle… 4 things, not 10Attributes--Category… more than museum!Brand strategies… CLICK

DIFFERENT WAYS TO CUT THE CAKE DEPENDING ON YOUR SITUATION… AND SOMETIMES IT”S A COMBO PLATTER!Who are they?Not equal!!

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Vision = Value: Linking Mission to Marketing - Presentation Transcript

  1. Vision = Value:
    Linking mission to marketing
    New England Museum Association
    Annual Conference 2009
    Nashua, New Hampshire
    11 November 2009
  2. Brandon C. Walsh, Sametz Blackstone Associates
    Manager, Strategy
    brandon@sametz.com, @calmstock, 617.266.8577
    Gretchen Keyworth, Fuller Craft Museum
    Director Emeritus and Chief Curator
    Tamsen S. McMahon, Sametz Blackstone Associates
    Director of Digital and Strategic Initiatives
    tamsen@sametz.com, @tamadear, 617.266.8577
    Speakers
    © Sametz Blackstone Associates
    2
  3. Sound familiar?
  4. Managing multiple lines of business
  5. Balancing diverse income streams
  6. Answering to more affinity groups than ever
  7. …through more channels than ever
  8. Doing more with less?
  9. So now what?
  10. BRAND
    So now what?
  11. But what does that mean?
  12. BRAND

    LOGO
    © Sametz Blackstone Associates
    (And never did.)
    12
  13. decreasing distance
    from organization
    “home”
    …and development.
    Meet people where they’re coming from.
    Provide resonant points…”ways in.”
    Connect “what” to “so what”
    people
    which often also translates to increasing “length of relationship,” “dollars,” and “commitment”
    Brands link mission to marketing…
    © Sametz Blackstone Associates
    Awareness
    Support
    Loyalty
    Participation
    Comprehension
  14. It’s a mosaic
  15. So… how do we do it?
  16. The steps
  17. The steps
    0 Research
    1 Foundation
    2 Constituents
    3 Messaging
    4 Visual identity
    5 Action
    6 Sustainability
  18. 0
    research
    Know who you are, and what that means.
  19. Research
    © Sametz Blackstone Associates
    Inside
    Outside
    Quantitative
    Actions
    Qualitative
    Staff
    Env.
    Motivations
  20. Insight
  21. 1
    foundation
    Be who you are, become what you want to be.
  22. A brand foundation to build on
    © Sametz Blackstone Associates
    Desired
    Position
    Personality / Image
    Brand strategy / hierarchies
    Departure points
    Areas of endeavor
    Vision + mission
    Model
    Brand attribute(s)
    22
  23. © Sametz Blackstone Associates
    Four branding strategies
    Product /
    offering
    focus
    Corporate /
    institutional focus
    Product
    Endorsed
    Source
    Master
  24. Four branding strategies
    Product /
    offering
    focus
    Corporate /
    institutional focus
    Product
    Endorsed
    Source
    Master
  25. Four branding strategies
    Product /
    offering
    focus
    Corporate /
    institutional focus
    Product
    Endorsed
    Source
    Master
  26. Four branding strategies
    Product /
    offering
    focus
    Corporate /
    institutional focus
    Product
    Endorsed
    Source
    Master
  27. Four branding strategies
    Product /
    offering
    focus
    Corporate /
    institutional focus
    Product
    Endorsed
    Source
    Master
  28. Identity
    28
  29. 2
    constituents
    Know who you serve, and why they care
  30. Ticket buyers ≠ media ≠ donors ≠ partners ≠ volunteers ≠ board ≠ staff ≠ …
    © Sametz Blackstone Associates
  31. Where they are
    © Sametz Blackstone Associates
    Group 1
    Group 2
    Group 3
    Group 4
    Funders and supporters
    often cut across all
  32. For a museum…
    What they care about
    © Sametz Blackstone Associates
    Exhibition
    Education
    Outreach
    Capital projects
    Innovation
  33. Resonance
  34. 3
    messaging
    Use your messages, in their words
  35. That which you stand for and seek to advance
    What your constituents care about, will participate in, and value
    Messages that motivate
    © Sametz Blackstone Associates
    35
  36. Where you can win!
    Start the conversation here.
    That which you stand for and seek to advance
    What your constituents care about, will participate in, and value
    Messages that motivate
    © Sametz Blackstone Associates
    36
  37. Evolving a message system
    © Sametz Blackstone Associates
    High-level
    message
    Customized for a specific constituency
    Areas of focus
    Initiatives,
    programs,
    opportunities
    Supporting
    stories
    Fact sheets, giving oppts
    37
  38. The Harvard Museum of Natural History encourages visitors to look closer and dig deeper into the history of our planet, and of all life on it.
    Most extensive collection of real artifacts in New England
    Exhibits, experts, and exchanges that connect visitors to the wonder and science of natural history
    Helps visitors interpret the past, live more aware of the present, and imagine the future
    Main messages
    © Sametz Blackstone Associates
  39. A means to informally improve their critical thinking about natural history, and current issues in evolution, ecology, biodiversity, culture, etc.
    Unique travel programs that encourage people to develop a greater respect for and understanding of our natural world and our place in it
    Through exhibits, programs, and lectures, the Museum connects adult learners with an interest natural history to others with similar interests
    A unique public connection to science and scholarship at Harvard University
    Main messages, for adult learners
    © Sametz Blackstone Associates
  40. A classic museum exhibiting rare research artifacts that is evolving into a new model for the presentation and promotion of natural sciences through nontraditional means of experience and interpretation
    Encourages the visitor to look closer, to form their own lines of inquiry, and to create their own narratives based on their observations and experiences—not the “push a button and watch what happens” kind of place
    The place to see the “real, cool stuff”—exhibits unique in New England.
    Main messages, for families
    © Sametz Blackstone Associates
  41. Clarity
  42. 4
    visual identity
    Look the part,
    be the part.
  43. A mix of…
    Design that delivers
    © Sametz Blackstone Associates
    That which you can own
    Focused approaches
    Name(s)
    Color
    Logo(s) / logotype(s)
    Typography
    Taglines / modifiers
    Imagery
    Service marks
    Composition
    43
  44. Logo, anchor
    +
    Focus areas
    +
    Venue branding
    +
    Imagery
    +
    Transparent overlay
    +
    Accent color
    +
    Supporting imagery
    +
    Typography
    • © Sametz Blackstone Associates
    =
    SYSTEM
    • © Sametz Blackstone Associates
  45. Look closer, Dig deeper
  46. © 2006 Sametz Blackstone Associates
    Harvard Museum of Natural History
  47. © 2006 Sametz Blackstone Associates
    Harvard Museum of Natural History
  48. © 2004 Sametz Blackstone Associates
  49. © 2006 Sametz Blackstone Associates
    Harvard Museum of Natural History
  50. Rack card
    © Sametz Blackstone Associates
  51. Membership brochure
    © Sametz Blackstone Associates
  52. Annual appeal remittance card
    © Sametz Blackstone Associates
  53. Travel program postcard
    © Sametz Blackstone Associates
  54. And to leverage every communication to build brand and meaning
    © Sametz Blackstone Associates
    20-90% reinforces brand (depending on strategy)
    Yourorganization
    Promises
    Expectations
    Position
    Attributes
    Personality
    Tactical communications
    – by program, function, audience, initiative
  55. (Compelling)Coherence
  56. 5
    action
    Put it together,and put it to work.
  57. Architecture for action
    Desired Outcome
    Awareness
    Comprehension
    Participation
    Loyalty
    Support
    Print
    Donor newsletter
    www
    Season kit
    Development kit
    Postcard / mailers
    Membership
    Digital
    61
    © Sametz Blackstone Associates
  58. An architecture helps you to plan and deploy resources better
    Awareness
    Comprehension
    Participation
    Loyalty
    Support / advocacy
    Wide
    General
    Long
    High
    High
    Centralized
    Custom / outsourced
    Offset
    Use
    Content
    Shelf life
    Cost / production
    Quantity
    Content generation
    Design
    Production
    Targeted
    Specific
    Shorter
    Lower
    Low / print on demand
    Distributed / to template
    In-house to template
    Print on demand
    © Sametz Blackstone Associates
  59. Relevance
  60. 6
    sustainability
    Own your brand, and keep it healthy.
  61. It takes a village
    65
  62. Transferring knowledge; encouraging ownership of the system
    © Sametz Blackstone Associates
  63. Transferring knowledge; encouraging ownership of the system
    © Sametz Blackstone Associates
  64. Engaging the organization: extranet
    © Sametz Blackstone Associates
  65. Leverage
    69
    © Sametz Blackstone Associates
  66. This is a process, not an event.
    70
    © Sametz Blackstone Associates
    Roger Sametz
  67. Effective communications deliver value over time
    © Sametz Blackstone Associates
    Brand foundation
    Who you are, and who you can be.
    Constituents
    Those for whom your work is––and could be––meaningful. They are vital to your success, and they are not monolithic!
    Research
    Qual. + Quant
    Inside + Outside
    Messaging
    Externally focused, the intersection of what audiences value, and that which you stand for and seek to advance.
    Visual identity
    Compelling consistency; a mix of elements you can own and focused approaches to elements you can control.
    Measure / retune
    Adapt + evolve
    Action
    A communications architecture; your plan for hitting the streets!
    Sustainability
    Documentation + training, engaging the organization.
  68. Eg.
  69. Case study
    Fuller Craft Museum
    Gretchen Keyworth
  70. 35 year old institution.
    “Facility” located on beautiful / pastoral “grounds.”
    Frederick Law Olmstead
    Brockton Arts Center > Fuller Museum of Art >
    Exploring vision / mission redirection.
    Historically local board with limited national reach.
    Membership declining.
    Visitation declining.
    Funding declining.
    Departure points
    © Sametz Blackstone Associates
  71. © 2004 Sametz Blackstone Associates
  72. Researched and analyzed perceptions of the institution and perceptions of contemporary craft.
    Developed strategic communications plan.
    Evolved verbal and visual identity.
    Produced targeted communications.
    Trained staff, volunteers, and board.
    Launch...ongoing.
    Measure, review, refine as needed.
    Collaboration
    © Sametz Blackstone Associates
  73. Fuller Craft Museum, New England’s only museum of contemporary craft, is dedicated to the objects, ideas, and insight that inspire both patrons and artiststo explore life through the art of contemporary craft. Craft is an art discipline that is both intriguing and accessible. Its roots reside in the creation of functional objects, but today, craft reflects the inspired ideas of artists who work primarily with their hands in materials that are tactile and familiar. Fuller Craft offers a collection, exhibitions, demonstrations, workshops, and special events where you can literally touch the materials and objects. Fuller Craft Museum is the most exciting place to bein the world of contemporary craft. Let the art touch you. Join us.
    Brand foundation: vision / mission / position statement
    © Sametz Blackstone Associates
  74. Let the art touch you
    The story: a strategy-led tagline
    © Sametz Blackstone Associates
  75. Let the art touch you
    The story: a strategy-led tagline
    © Sametz Blackstone Associates
  76. The Perfect Collection: A shared vision for contemporary craft
    © Sametz Blackstone Associates
  77. Membership
    © Sametz Blackstone Associates
  78. Updated membership
    © Sametz Blackstone Associates
  79. Building audience
    © Sametz Blackstone Associates
  80. © Sametz Blackstone Associates
  81. © Sametz Blackstone Associates
  82. © Sametz Blackstone Associates
  83. © Sametz Blackstone Associates
  84. © Sametz Blackstone Associates
  85. © Sametz Blackstone Associates
  86. © Sametz Blackstone Associates
  87. The edges of grace
    © Sametz Blackstone Associates
  88. © Sametz Blackstone Associates
  89. © Sametz Blackstone Associates
  90. © Sametz Blackstone Associates
  91. © Sametz Blackstone Associates
  92. © Sametz Blackstone Associates
  93. © Sametz Blackstone Associates
  94. © Sametz Blackstone Associates
  95. © Sametz Blackstone Associates
  96. © Sametz Blackstone Associates
  97. © Sametz Blackstone Associates
  98. © Sametz Blackstone Associates
  99. © Sametz Blackstone Associates
  100. © Sametz Blackstone Associates
  101. Membership up 44% in first six months of brand launch.
    Since then growth has continued, seeing over 100% increase in the last two years.
    Visitation has grow to 3,000 per month; an organizational record.
    Opening receptions now draw upwards of 350 visitors.
    Aligned language:
    Fuller Craft is the center of its own universe… not north or south of anything… everything is north or south of it.
    Board makeup has shifted significantly beyond the greater Brockton area. Now includes trustees across the country with ties to the craft world and renown artists.
    Value delivered
    © Sametz Blackstone Associates
  102. Increased funding through major gifts & family foundations
    Launched a major donor “charter” initiative at 20 gifts exceeding $10K
    Now has grown to over 40 donors with individual gifts as high as $100,000
    Added second major gifts campaign, First Families, which reenergized area donors and significant craft supporters.
    Nationally renowned collection and exhibitions
    welcomed this spring, “Craft in America” Expanding Traditions also a major PBS documentary series.
    media placement on AP, CNN, CBS, NECN, NY Times, Boston Globe, Providence Journal, American Craft, American Style, Chronicle of Philanthropy, etc.
    Value delivered
    © Sametz Blackstone Associates
  103. With its own niche, Fuller Craft may be able to move up from its status as a second-string, local art museum to an institution of regional, and perhaps even national, importance. The Fuller’s inaugural show sets the tone and signals the Museum’s ambitions.
    122
    © Sametz Blackstone Associates
    Boston Globe
  104. This Museum won’t stay hidden for long.
    123
    © Sametz Blackstone Associates
    New England Cable News
  105. …attendance surpassed anything the Museum had seen in recent years.
    124
    © Sametz Blackstone Associates
    Arts and Business News
  106. Richly deserved accolades for the bold and aggressive work... It's always great to see an accredited / member museum getting the public attention they deserve. Keep up the great work.
    125
    © Sametz Blackstone Associates
    Ed Able           
    President and CEO           
    American Association of  Museums
  107. What now?
  108. The concepts:
    0 Insight
    1 Identity
    2 Resonance
    3 Clarity
    4 Coherence
    5 Relevance
    6 Leverage
    © Sametz Blackstone Associates
  109. The steps:
    0 Research
    1 Foundation
    2 Constituents
    3 Messaging
    4 Visual identity
    5 Action
    6 Sustainability
    © Sametz Blackstone Associates
  110. The steps:
    0 Research
    1 Foundation
    2 Constituents
    3 Messaging
    4 Visual identity
    5 Action
    6 Sustainability
    © Sametz Blackstone Associates
    Rinse, repeat.
  111. Build a framework, not a prison.
  112. Evolution is everything
    131
  113. Questions?
  114. Brandon C. Walsh, Sametz Blackstone Associates
    Manager, Strategy
    brandon@sametz.com, @calmstock, 617.266.8577
    Gretchen Keyworth, Fuller Craft Museum
    Director Emeritus and Chief Curator
    Tamsen S. McMahon, Sametz Blackstone Associates
    Director of Digital and Strategic Initiatives
    tamsen@sametz.com, @tamadear, 617.266.8577
    Speakers
    © Sametz Blackstone Associates
    133
  115. Thank you
    © Sametz Blackstone Associates
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