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How the National
Trust promotes
natural heritage

Alex Youel
Head of Supporter Relations
13 October 2009
Our beginnings

Founded 1895



• concerns over industrialisation

• poor living conditions in towns
for workers

• disappearing green spaces

• no legal mechanism to protect
places securely
Our founders




Canon Hardwicke Rawnsley     Octavia Hill   Sir Robert Hunter
Significant early places




The 1st place        The 1st house                 1st mansion/estate after
                                                   1937 National Trust Act

Dinas Oleu 1895      Alfriston Clergy House 1896   Blickling Hall 1940
Coastline in Wales   East Sussex                   Norfolk
Member Growth

                      4000
                      3500
                      3000
          Thousands




                      2500
                      2000
                      1500
                      1000
                      500
                        0
                         1950   1960     1970      1980   1990   2000   2008/9



Source: Monthly Membership Report, February 2009                            Data Analysis & Insight
Today’s position, after 114 years:
                    places and people

                              •320 houses, castles, gardens, industrial and
                              archaeological monuments

                              •250,000ha of countryside, including 1200 farms

                              •1200km (707miles) of coastline

                              •Nearly 15m visitors to pay-for entry places

                              •3.6m members (rising 2.5%pa, 87% renew)
1st coastline property
Barras Nose, Cornwall         •55,000 volunteers

                              •5,000 staff (regular and seasonal) in 9 English
                              regions, plus Wales and Northern Ireland
Variety of National Trust places




                                   Some of
                                   the best
                                   surfing
                                   coast in
                                   the UK
Brandelhow,
Lake District




                                              Seaton
                40                            Delaval
                villages                       which
                – and                         we hope
                pubs!                         to save
Today’s position, after 114 years:
                                financial resources

         Appeals and gifts
                             Holiday cottages                 Total income 2009/10 £423m

               Catering                                       includes:
                                     Membership
          Rents
                                                              membership         £122m
         Investment                                           Appeals and gifts* £48m
                                                              legacies           £43m
             Grants and
            Contributions
                              Legacies          Enterprises

                                                              …but always more than matched
                                                                by expenditure on our places!
This is the pattern of a typical year eg 2008/9
                                                              *includes an exceptional gift of three Historic House
                                                                    Hotels, valued at £19m
Structure
        Chairman                 Chairman
        The Council              Simon
        (52)                     Jenkins



        Chairman                 Deputy
                                 Chairman
        Board of Trustees
                                 Sir Laurie
        (12)                     Magnus



                                 Dame
        Director General         Fiona
                                 Reynolds




        Senior Management Team
        (9)
How we work
The Operational Line            Supporting the Operational
                                Line
Operational Director            Other SMT Directors
(member of SMT)                 (Marketing

             Simon Murray                   Sue Wilkinson
                                Conservation, Finance, HR,
English Regional (9) and        Business Improvement,
Directors for Wales and N       External Affairs).
Ireland (2)
Assistant Directors, Operations Central and regional technical,
(18)                            advisory, support staff
General (44) and Property       (including me).
Managers (c60)
                                Outsourced customer service
Property staff and volunteers   centre (‘the membership
                                department’)
Internal communications and
sharing best practice

        Intranet

        “Trust You”

        Team brief – monthly staff meetings

        Business Improvement Department

        Specialist conferences,
        for example “visitor experience” or
        gardeners
Marketing

   1. Visitor Marketing
(to attract visitors to our places)




   2. Member Marketing
(to recruit new members and retain them)




   3. Social (lifestyle) Marketing
(to change people’s behaviour)
1. Visitor marketing:
“Time well spent”
Time well spent
Time well spent
Time well spent
Time well spent
Visitor Marketing
        Visitor Figures : August 2009-10



                                                             Year to Date
                                                                          % Variance on % Variance on
                                  2008-09       2009-10        budget
                                                                             Budget       Last Year
Paying                              2,107,266    2,313,736      2,232,978          3.6%          9.8%
Member                              7,030,397    8,350,374      7,295,877        14.5%         18.8%
Other                               1,246,480    1,405,754      1,253,258        12.2%         12.8%


Total                              10,384,143   12,069,864     10,782,113        11.9%         16.2%




                              Total spend in 2009/10 on visitor marketing campaign
                              was £2m. It generated an estimated additional
                              income of c£7.5m.
Visitor Marketing:
                     advertisement evaluation
                                                            80
     Ever visited
                                                       73

                                                                       Recognise advertising
                                        46
                                                                       Do not recognise advertising
Visited this year
                                  36



                                                  69
  Likelihood of
visiting NT (7-10)
                                        48


                     0    20       40        60         80       100
                                        %




                 10% more people who saw the advertising visited NT properties this year
                 compared with those who hadn’t.

                 Respondents were 21% more likely to visit NT properties if they had seen
                 one of the adverts than if they hadn’t.
2. Membership Marketing
3. Social (lifestyle) marketing


In 2009, we launched three lifestyle campaigns. Each
campaign is aimed at a different segment of our audience

These are designed to inform, involve and inspire
supporters to take personal action around a particular issue.

They are, in order of priority:

– Food Glorious Food (aimed primarily at ‘explorer families’)
– Wild Child (primarily ‘out and abouts’)
– Treasure Forever (‘curious minds’)
Over 160 National Trust places running more
than 750 events
Brand new campaign website-
www.foodgloriousfood.org.uk
Wild Child
Treasure Forever
brand refresh


  Research-driven (“good thing, but not my thing…”)

  Main visual changes
• Bolder use of oakleaf logo
• More colours
• New, unique typeface

  Tone of voice – warm , authentic, approachable
  What we stand for is….
Essential refreshment
A warm and authentic tone
of voice


 Start with the reader

 Write as you would speak

 Be colourful

 Inspire people to do more
Bringing it all together
Bringing it all together
Visitor Marketing Campaign
2009
Markensymposium 2009 - Alex Youel
Markensymposium 2009 - Alex Youel

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Markensymposium 2009 - Alex Youel

  • 1. How the National Trust promotes natural heritage Alex Youel Head of Supporter Relations 13 October 2009
  • 2. Our beginnings Founded 1895 • concerns over industrialisation • poor living conditions in towns for workers • disappearing green spaces • no legal mechanism to protect places securely
  • 3. Our founders Canon Hardwicke Rawnsley Octavia Hill Sir Robert Hunter
  • 4. Significant early places The 1st place The 1st house 1st mansion/estate after 1937 National Trust Act Dinas Oleu 1895 Alfriston Clergy House 1896 Blickling Hall 1940 Coastline in Wales East Sussex Norfolk
  • 5. Member Growth 4000 3500 3000 Thousands 2500 2000 1500 1000 500 0 1950 1960 1970 1980 1990 2000 2008/9 Source: Monthly Membership Report, February 2009 Data Analysis & Insight
  • 6. Today’s position, after 114 years: places and people •320 houses, castles, gardens, industrial and archaeological monuments •250,000ha of countryside, including 1200 farms •1200km (707miles) of coastline •Nearly 15m visitors to pay-for entry places •3.6m members (rising 2.5%pa, 87% renew) 1st coastline property Barras Nose, Cornwall •55,000 volunteers •5,000 staff (regular and seasonal) in 9 English regions, plus Wales and Northern Ireland
  • 7. Variety of National Trust places Some of the best surfing coast in the UK Brandelhow, Lake District Seaton 40 Delaval villages which – and we hope pubs! to save
  • 8. Today’s position, after 114 years: financial resources Appeals and gifts Holiday cottages Total income 2009/10 £423m Catering includes: Membership Rents membership £122m Investment Appeals and gifts* £48m legacies £43m Grants and Contributions Legacies Enterprises …but always more than matched by expenditure on our places! This is the pattern of a typical year eg 2008/9 *includes an exceptional gift of three Historic House Hotels, valued at £19m
  • 9. Structure Chairman Chairman The Council Simon (52) Jenkins Chairman Deputy Chairman Board of Trustees Sir Laurie (12) Magnus Dame Director General Fiona Reynolds Senior Management Team (9)
  • 10. How we work The Operational Line Supporting the Operational Line Operational Director Other SMT Directors (member of SMT) (Marketing Simon Murray Sue Wilkinson Conservation, Finance, HR, English Regional (9) and Business Improvement, Directors for Wales and N External Affairs). Ireland (2) Assistant Directors, Operations Central and regional technical, (18) advisory, support staff General (44) and Property (including me). Managers (c60) Outsourced customer service Property staff and volunteers centre (‘the membership department’)
  • 11. Internal communications and sharing best practice Intranet “Trust You” Team brief – monthly staff meetings Business Improvement Department Specialist conferences, for example “visitor experience” or gardeners
  • 12. Marketing 1. Visitor Marketing (to attract visitors to our places) 2. Member Marketing (to recruit new members and retain them) 3. Social (lifestyle) Marketing (to change people’s behaviour)
  • 18. Visitor Marketing Visitor Figures : August 2009-10 Year to Date % Variance on % Variance on 2008-09 2009-10 budget Budget Last Year Paying 2,107,266 2,313,736 2,232,978 3.6% 9.8% Member 7,030,397 8,350,374 7,295,877 14.5% 18.8% Other 1,246,480 1,405,754 1,253,258 12.2% 12.8% Total 10,384,143 12,069,864 10,782,113 11.9% 16.2% Total spend in 2009/10 on visitor marketing campaign was £2m. It generated an estimated additional income of c£7.5m.
  • 19. Visitor Marketing: advertisement evaluation 80 Ever visited 73 Recognise advertising 46 Do not recognise advertising Visited this year 36 69 Likelihood of visiting NT (7-10) 48 0 20 40 60 80 100 % 10% more people who saw the advertising visited NT properties this year compared with those who hadn’t. Respondents were 21% more likely to visit NT properties if they had seen one of the adverts than if they hadn’t.
  • 21. 3. Social (lifestyle) marketing In 2009, we launched three lifestyle campaigns. Each campaign is aimed at a different segment of our audience These are designed to inform, involve and inspire supporters to take personal action around a particular issue. They are, in order of priority: – Food Glorious Food (aimed primarily at ‘explorer families’) – Wild Child (primarily ‘out and abouts’) – Treasure Forever (‘curious minds’)
  • 22. Over 160 National Trust places running more than 750 events
  • 23. Brand new campaign website- www.foodgloriousfood.org.uk
  • 26. brand refresh Research-driven (“good thing, but not my thing…”) Main visual changes • Bolder use of oakleaf logo • More colours • New, unique typeface Tone of voice – warm , authentic, approachable What we stand for is….
  • 28. A warm and authentic tone of voice Start with the reader Write as you would speak Be colourful Inspire people to do more
  • 29. Bringing it all together
  • 30. Bringing it all together