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SX SURVIVAL 
OF THE FITTEST 
HOW THE BHF IS USING DIGITAL TO WIN 
COMPETITIVE ADVANTAGE. 
LINDSAY HERBERT, 
GLOBAL HEAD OF DIGITAL 
ON THE EDGE LIVE 
8 OCTOBER // 2014 
@lindzeiy @precedentcomms #precsem
WHY DO 
WE EXIST? 
@lindzeiy @precedentcomms #precsem
WHY DO 
WE EXIST?
WHY DO 
WE EXIST?
HIERARCHY OF 
HUMAN NEEDS: 
@lindzeiy @precedentcomms #precsem
HIERARCHY OF 
HUMAN NEEDS: 
TO THRIVE WE WANT 
SELF ESTEEM AND 
SSOOCCIIAALL AACCCCEEPPTTAANNCCEE 
TO SURVIVE WE WANT 
WEALTH, SECURITY AND 
PHYSICAL WELLBEING 
@lindzeiy @precedentcomms #precsem
WHY DO 
YOU EXIST? 
@lindzeiy @precedentcomms #precsem
MEANINGFUL IDEAS, 
INTELLIGENTLY DELIVERED. 
@lindzeiy @precedentcomms #precsem
@lindzeiy @precedentcomms #precsem
@lindzeiy @precedentcomms #precsem
@lindzeiy @precedentcomms #precsem
EVERY ORGANISATION 
STARTS OUT BY MEETING 
THE NEEDS OF ITS AUDIENCES. 
@lindzeiy @precedentcomms #precsem
EVERY ORGANISATION 
STARTS OUT BY MEETING 
THE NEEDS OF ITS AUDIENCES. 
TTIIMMEE GGOOEESS OONN.. 
NEEDS EVOLVE. 
@lindzeiy @precedentcomms #precsem
@lindzeiy @precedentcomms #precsem
@lindzeiy @precedentcomms #precsem
T H E P E R C E P T I O N 
OUR SUPPORTERS 
ARE DISLOYAL. 
@lindzeiy @precedentcomms #precsem
T H E T R U T H 
OUR SUPPORTERS 
ARE UNENGAGED. 
@lindzeiy @precedentcomms #precsem
T H E T R U T H 
✱ They can’t donate easily. 
So they don’t give more. 
✱ They can’t find advice or support. 
So they don’t fundraise. 
✱ They hate all the direct mail. 
So they don’t refer others. 
✱ They can’t see where money goes. 
So they warn others. 
✱ They don’t feel valued or listened to. 
So they never come back.
T H E T R U T H 
✱ They can’t donate easily. 
✱ So they don’t give more. 
✱ They can’t find advice or support. 
So they don’t fundraise. 
✱ They hate all the direct mail. 
So they don’t refer others. 
✱ They can’t see where money goes. 
So they cancel their direct debit. 
✱ They don’t feel valued or listened to. 
So they never come back.
T H E T R U T H 
✱ They can’t donate easily. 
✱ So they don’t give more. 
✱ They can’t find advice or support. 
✱ So they don’t fundraise. 
✱ They hate all the direct mail. 
So they don’t refer others. 
✱ They can’t see where money goes. 
So they cancel their direct debit. 
✱ They don’t feel valued or listened to. 
So they never come back.
T H E T R U T H 
✱ They can’t donate easily. 
✱ So they don’t give more. 
✱ They can’t find advice or support. 
✱ So they don’t fundraise. 
✱ They hate all the direct mail. 
✱ So they don’t refer others. 
✱ They can’t see where money goes. 
So they cancel their direct debit. 
✱ They don’t feel valued or listened to. 
So they never come back.
T H E T R U T H 
✱ They can’t donate easily. 
✱ So they don’t give more. 
✱ They can’t find advice or support. 
✱ So they don’t fundraise. 
✱ They hate all the direct mail. 
✱ So they don’t refer others. 
✱ They can’t see where money goes. 
✱ So they cancel their direct debit. 
✱ They don’t feel valued or listened to. 
So they never come back.
T H E T R U T H 
✱ They can’t donate easily. 
✱ So they don’t give more. 
✱ They can’t find advice or support. 
✱ So they don’t fundraise. 
✱ They hate all the direct mail. 
✱ So they don’t refer others. 
✱ They can’t see where money goes. 
✱ So they cancel their direct debit. 
✱ They don’t feel valued or listened to. 
✱ So they never come back.
T H E T R U T H 
OUR SUPPORTERS 
ARE UNENGAGED. 
OUR CHARITY IS AT 
RISK. 
@lindzeiy @precedentcomms #precsem
HOW FIT ARE YOU 
TO SURVIVE CHANGE? 
@lindzeiy @precedentcomms #precsem
RATING YOUR 
SX FITNESS LEVEL: 
ENDANGERED EXPOSED CONTENDER CHAMPION 
@lindzeiy @precedentcomms #precsem
RATING YOUR 
SX FITNESS LEVEL: 
ENDANGERED EXPOSED CONTENDER CHAMPION 
@lindzeiy @precedentcomms #precsem
HOW DID BHF 
ADAPT TO ITS 
SSUUPPPPOORRTTEERRSS’’ 
NEEDS? 
@lindzeiy @precedentcomms #precsem
CULTURE 
ANALYSIS 
RRAATTIIOONNAALL 
EMOTIONAL 
@lindzeiy @precedentcomms #precsem
CULTURE 
ANALYSIS 
RRAATTIIOONNAALL 
EMOTIONAL 
HOW YOU VALUE YOUR SUPPORTERS. 
@lindzeiy @precedentcomms #precsem
CULTURE 
ANALYSIS 
RRAATTIIOONNAALL 
EMOTIONAL 
HOW YOU GATHER FEEDBACK AND REACT. 
@lindzeiy @precedentcomms #precsem
CULTURE 
ANALYSIS 
RRAATTIIOONNAALL 
EMOTIONAL 
HOW YOUR CORE OFFER STACKS UP 
TO THE REST. 
@lindzeiy @precedentcomms #precsem
CULTURE 
ANALYSIS 
RRAATTIIOONNAALL 
EMOTIONAL 
HOW YOU ELEVATE AND DELIGHT 
YOUR SUPPORTERS. 
@lindzeiy @precedentcomms #precsem
HOW TO 
CARE 
WWIITTHH DDIIGGIITTAALL.. 
@lindzeiy @precedentcomms #precsem
C A R E 
IF YOU’RE ENDANGERED, 
START WITH: 
CULTURE 
HOW YOU VALUE YOUR SUPPORTERS. 
@lindzeiy @precedentcomms #precsem
W H Y D O Y O U E X I S T ? 
“ To provide our customers 
with the most convenient 
access to media entertainment.” 
@lindzeiy @precedentcomms #precsem
W H Y D O Y O U E X I S T ? 
“ To win the fight against 
heart disease.” 
@lindzeiy @precedentcomms #precsem
C A R E 
IF YOU’RE ENDANGERED, 
START WITH: 
CULTURE 
✱ Include Supporter Experience in your strategic plan. 
✱ Use feedback and trends to inform decisions. 
✱ Tie staff appraisals to SX targets. 
✱ Invest in ways to solve SX issues. 
@lindzeiy @precedentcomms #precsem
C A R E 
IF YOU’RE EXPOSED, 
START WITH: 
ANALYSIS 
HOW YOU GATHER FEEDBACK AND REACT. 
@lindzeiy @precedentcomms #precsem
£15 BILLION
C A R E 
IF YOU’RE EXPOSED, 
START WITH: 
ANALYSIS 
✱ Engage users to understand changing needs. 
✱ Collate touch point data into a Single Customer View. 
✱ Compare past behaviour to current, for trends. 
✱ Check marketing matches actual experiences 
and monitor its effectiveness. 
@lindzeiy @precedentcomms #precsem
C A R E 
IF YOU’RE A CONTENDER, 
TACKLE THE: 
RATIONAL 
HOW YOUR CORE OFFER STACKS UP 
TO THE COMPETITION. 
@lindzeiy @precedentcomms #precsem
C A R E 
IF YOU’RE A CONTENDER, 
TACKLE THE: 
RATIONAL 
✱ Offerings and events deliver to current core needs. 
✱ End to end processes are efficient. 
✱ Costs are fair and pay off is high. 
✱ It’s easy to transact at every possible touchpoint. 
@lindzeiy @precedentcomms #precsem
C A R E 
IF YOU’RE A CHAMPION, 
HARNESS THE : 
EMOTIONAL 
HOW YOU ELEVATE AND DELIGHT 
YOUR SUPPORTERS. 
@lindzeiy @precedentcomms #precsem
THE MOST 
MAGICAL PLACE 
OONN EEAARRTTHH.. 
@lindzeiy @precedentcomms #precsem
@lindzeiy @precedentcomms #precsem
@lindzeiy @precedentcomms #precsem
@lindzeiy @precedentcomms #precsem
@lindzeiy @precedentcomms #precsem
C A R E 
IF YOU’RE A CHAMPION, 
HARNESS THE: 
EMOTIONAL 
✱ Interactions elevate the supporter socially. 
✱ Supporters personally identify with the brand 
and go out of their way to recommend. 
✱ Success in life is increased by continued interactions. 
✱ Supporters feel listened to, appreciated and valued. 
@lindzeiy @precedentcomms #precsem
BUT WHAT 
DOES IT 
AALLLL MMEEAANN?? 
@lindzeiy @precedentcomms #precsem
CULTURE 
ANALYSIS 
RRAATTIIOONNAALL 
EMOTIONAL 
@lindzeiy @precedentcomms #precsem
RATING YOUR 
SX FITNESS LEVEL: 
ENDANGERED EXPOSED CONTENDER CHAMPION 
@lindzeiy @precedentcomms #precsem
EVERY ORGANISATION 
STARTS OUT BY MEETING 
THE NEEDS OF ITS AUDIENCES. 
TTIIMMEE GGOOEESS OONN.. 
NEEDS EVOLVE. 
@lindzeiy @precedentcomms #precsem
HIERARCHY OF 
HUMAN NEEDS: 
TO THRIVE WE WANT 
SELF ESTEEM AND 
SSOOCCIIAALL AACCCCEEPPTTAANNCCEE 
TO SURVIVE WE WANT 
WEALTH, SECURITY AND 
PHYSICAL WELLBEING 
@lindzeiy @precedentcomms #precsem
WHY DO 
YYOOUU EEXXIISSTT?? 
@lindzeiy @precedentcomms #precsem
MEANINGFUL IDEAS, 
INTELLIGENTLY DELIVERED. 
@lindzeiy @precedentcomms #precsem
THANK YOU. 
@lindzeiy @precedentcomms #precsem

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Charity Marketing Conference - Lindsay Herbert - A British Heart Foundation Case Study

  • 1. SX SURVIVAL OF THE FITTEST HOW THE BHF IS USING DIGITAL TO WIN COMPETITIVE ADVANTAGE. LINDSAY HERBERT, GLOBAL HEAD OF DIGITAL ON THE EDGE LIVE 8 OCTOBER // 2014 @lindzeiy @precedentcomms #precsem
  • 2. WHY DO WE EXIST? @lindzeiy @precedentcomms #precsem
  • 3. WHY DO WE EXIST?
  • 4. WHY DO WE EXIST?
  • 5. HIERARCHY OF HUMAN NEEDS: @lindzeiy @precedentcomms #precsem
  • 6. HIERARCHY OF HUMAN NEEDS: TO THRIVE WE WANT SELF ESTEEM AND SSOOCCIIAALL AACCCCEEPPTTAANNCCEE TO SURVIVE WE WANT WEALTH, SECURITY AND PHYSICAL WELLBEING @lindzeiy @precedentcomms #precsem
  • 7. WHY DO YOU EXIST? @lindzeiy @precedentcomms #precsem
  • 8. MEANINGFUL IDEAS, INTELLIGENTLY DELIVERED. @lindzeiy @precedentcomms #precsem
  • 12. EVERY ORGANISATION STARTS OUT BY MEETING THE NEEDS OF ITS AUDIENCES. @lindzeiy @precedentcomms #precsem
  • 13. EVERY ORGANISATION STARTS OUT BY MEETING THE NEEDS OF ITS AUDIENCES. TTIIMMEE GGOOEESS OONN.. NEEDS EVOLVE. @lindzeiy @precedentcomms #precsem
  • 16. T H E P E R C E P T I O N OUR SUPPORTERS ARE DISLOYAL. @lindzeiy @precedentcomms #precsem
  • 17. T H E T R U T H OUR SUPPORTERS ARE UNENGAGED. @lindzeiy @precedentcomms #precsem
  • 18. T H E T R U T H ✱ They can’t donate easily. So they don’t give more. ✱ They can’t find advice or support. So they don’t fundraise. ✱ They hate all the direct mail. So they don’t refer others. ✱ They can’t see where money goes. So they warn others. ✱ They don’t feel valued or listened to. So they never come back.
  • 19. T H E T R U T H ✱ They can’t donate easily. ✱ So they don’t give more. ✱ They can’t find advice or support. So they don’t fundraise. ✱ They hate all the direct mail. So they don’t refer others. ✱ They can’t see where money goes. So they cancel their direct debit. ✱ They don’t feel valued or listened to. So they never come back.
  • 20. T H E T R U T H ✱ They can’t donate easily. ✱ So they don’t give more. ✱ They can’t find advice or support. ✱ So they don’t fundraise. ✱ They hate all the direct mail. So they don’t refer others. ✱ They can’t see where money goes. So they cancel their direct debit. ✱ They don’t feel valued or listened to. So they never come back.
  • 21. T H E T R U T H ✱ They can’t donate easily. ✱ So they don’t give more. ✱ They can’t find advice or support. ✱ So they don’t fundraise. ✱ They hate all the direct mail. ✱ So they don’t refer others. ✱ They can’t see where money goes. So they cancel their direct debit. ✱ They don’t feel valued or listened to. So they never come back.
  • 22. T H E T R U T H ✱ They can’t donate easily. ✱ So they don’t give more. ✱ They can’t find advice or support. ✱ So they don’t fundraise. ✱ They hate all the direct mail. ✱ So they don’t refer others. ✱ They can’t see where money goes. ✱ So they cancel their direct debit. ✱ They don’t feel valued or listened to. So they never come back.
  • 23. T H E T R U T H ✱ They can’t donate easily. ✱ So they don’t give more. ✱ They can’t find advice or support. ✱ So they don’t fundraise. ✱ They hate all the direct mail. ✱ So they don’t refer others. ✱ They can’t see where money goes. ✱ So they cancel their direct debit. ✱ They don’t feel valued or listened to. ✱ So they never come back.
  • 24. T H E T R U T H OUR SUPPORTERS ARE UNENGAGED. OUR CHARITY IS AT RISK. @lindzeiy @precedentcomms #precsem
  • 25. HOW FIT ARE YOU TO SURVIVE CHANGE? @lindzeiy @precedentcomms #precsem
  • 26. RATING YOUR SX FITNESS LEVEL: ENDANGERED EXPOSED CONTENDER CHAMPION @lindzeiy @precedentcomms #precsem
  • 27. RATING YOUR SX FITNESS LEVEL: ENDANGERED EXPOSED CONTENDER CHAMPION @lindzeiy @precedentcomms #precsem
  • 28. HOW DID BHF ADAPT TO ITS SSUUPPPPOORRTTEERRSS’’ NEEDS? @lindzeiy @precedentcomms #precsem
  • 29. CULTURE ANALYSIS RRAATTIIOONNAALL EMOTIONAL @lindzeiy @precedentcomms #precsem
  • 30. CULTURE ANALYSIS RRAATTIIOONNAALL EMOTIONAL HOW YOU VALUE YOUR SUPPORTERS. @lindzeiy @precedentcomms #precsem
  • 31. CULTURE ANALYSIS RRAATTIIOONNAALL EMOTIONAL HOW YOU GATHER FEEDBACK AND REACT. @lindzeiy @precedentcomms #precsem
  • 32. CULTURE ANALYSIS RRAATTIIOONNAALL EMOTIONAL HOW YOUR CORE OFFER STACKS UP TO THE REST. @lindzeiy @precedentcomms #precsem
  • 33. CULTURE ANALYSIS RRAATTIIOONNAALL EMOTIONAL HOW YOU ELEVATE AND DELIGHT YOUR SUPPORTERS. @lindzeiy @precedentcomms #precsem
  • 34. HOW TO CARE WWIITTHH DDIIGGIITTAALL.. @lindzeiy @precedentcomms #precsem
  • 35. C A R E IF YOU’RE ENDANGERED, START WITH: CULTURE HOW YOU VALUE YOUR SUPPORTERS. @lindzeiy @precedentcomms #precsem
  • 36. W H Y D O Y O U E X I S T ? “ To provide our customers with the most convenient access to media entertainment.” @lindzeiy @precedentcomms #precsem
  • 37.
  • 38.
  • 39. W H Y D O Y O U E X I S T ? “ To win the fight against heart disease.” @lindzeiy @precedentcomms #precsem
  • 40.
  • 41.
  • 42.
  • 43.
  • 44.
  • 45.
  • 46.
  • 47.
  • 48.
  • 49. C A R E IF YOU’RE ENDANGERED, START WITH: CULTURE ✱ Include Supporter Experience in your strategic plan. ✱ Use feedback and trends to inform decisions. ✱ Tie staff appraisals to SX targets. ✱ Invest in ways to solve SX issues. @lindzeiy @precedentcomms #precsem
  • 50. C A R E IF YOU’RE EXPOSED, START WITH: ANALYSIS HOW YOU GATHER FEEDBACK AND REACT. @lindzeiy @precedentcomms #precsem
  • 51.
  • 52.
  • 54.
  • 55.
  • 56.
  • 57.
  • 58.
  • 59.
  • 60. C A R E IF YOU’RE EXPOSED, START WITH: ANALYSIS ✱ Engage users to understand changing needs. ✱ Collate touch point data into a Single Customer View. ✱ Compare past behaviour to current, for trends. ✱ Check marketing matches actual experiences and monitor its effectiveness. @lindzeiy @precedentcomms #precsem
  • 61. C A R E IF YOU’RE A CONTENDER, TACKLE THE: RATIONAL HOW YOUR CORE OFFER STACKS UP TO THE COMPETITION. @lindzeiy @precedentcomms #precsem
  • 62.
  • 63.
  • 64.
  • 65.
  • 66.
  • 67.
  • 68.
  • 69.
  • 70.
  • 71.
  • 72.
  • 73. C A R E IF YOU’RE A CONTENDER, TACKLE THE: RATIONAL ✱ Offerings and events deliver to current core needs. ✱ End to end processes are efficient. ✱ Costs are fair and pay off is high. ✱ It’s easy to transact at every possible touchpoint. @lindzeiy @precedentcomms #precsem
  • 74. C A R E IF YOU’RE A CHAMPION, HARNESS THE : EMOTIONAL HOW YOU ELEVATE AND DELIGHT YOUR SUPPORTERS. @lindzeiy @precedentcomms #precsem
  • 75. THE MOST MAGICAL PLACE OONN EEAARRTTHH.. @lindzeiy @precedentcomms #precsem
  • 80.
  • 81.
  • 82.
  • 83.
  • 84. C A R E IF YOU’RE A CHAMPION, HARNESS THE: EMOTIONAL ✱ Interactions elevate the supporter socially. ✱ Supporters personally identify with the brand and go out of their way to recommend. ✱ Success in life is increased by continued interactions. ✱ Supporters feel listened to, appreciated and valued. @lindzeiy @precedentcomms #precsem
  • 85. BUT WHAT DOES IT AALLLL MMEEAANN?? @lindzeiy @precedentcomms #precsem
  • 86. CULTURE ANALYSIS RRAATTIIOONNAALL EMOTIONAL @lindzeiy @precedentcomms #precsem
  • 87. RATING YOUR SX FITNESS LEVEL: ENDANGERED EXPOSED CONTENDER CHAMPION @lindzeiy @precedentcomms #precsem
  • 88. EVERY ORGANISATION STARTS OUT BY MEETING THE NEEDS OF ITS AUDIENCES. TTIIMMEE GGOOEESS OONN.. NEEDS EVOLVE. @lindzeiy @precedentcomms #precsem
  • 89. HIERARCHY OF HUMAN NEEDS: TO THRIVE WE WANT SELF ESTEEM AND SSOOCCIIAALL AACCCCEEPPTTAANNCCEE TO SURVIVE WE WANT WEALTH, SECURITY AND PHYSICAL WELLBEING @lindzeiy @precedentcomms #precsem
  • 90. WHY DO YYOOUU EEXXIISSTT?? @lindzeiy @precedentcomms #precsem
  • 91. MEANINGFUL IDEAS, INTELLIGENTLY DELIVERED. @lindzeiy @precedentcomms #precsem
  • 92. THANK YOU. @lindzeiy @precedentcomms #precsem