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Big Brand Impact on a
  Small Brand Budget
         Michele Levy
       www.brand-strat.com

   Use Twitter Hashtag #npweb

Special Thanks To Our Sponsors
Helping ordinary people raise extraordinary amounts for nonprofits is all we do, and we love it.




                  A Proud Sponsor of NonprofitWebinars.com
Meet today’s speakers

•  Presenter: Michele Levy, brand strategy consultant
•  Hosting: Sam Frank, Synthesis Partnership
•  Assisting with chat questions: Chris Dumas,
   FirstGiving
Let's face it...




        You don’t have
   as much money as they do!
However...


It’s still possible
to create
a compelling
high impact
nonprofit brand.
What will you learn?

•  Identify existing brand assets and strengths
•  Learn how to maximize those existing assets and
   strengths
•  Learn about cost-effective tools and techniques to
   help boost your brand
•  Determine how to track the effectiveness of your
   efforts
Strong brands follow some
     simple rules
             •  Know who you are…where you have been,
                and where you are going
Understand   •  Understand your audiences…who they are,
 your core
                and what they want
             •  Be aware of your brand space…the other
                options your audiences can choose

             •  Maintain an unwavering focus on the core of
                your brand
Deliver on
your core    •  Build a consistent brand experience across all
                touchpoints
             •  Create/empower passionate brand champions
             •  Never stop thinking about your brand
What’s at the core of your brand?
Getting to the core

•  What’s your mission? Why do you exist? What are
   your long term strategic goals?
•  Who are your audiences? What do they want from
   you?
•  Who else can provide the same, or similar, things?
•  What differentiates you? What do you do better than
   anyone else?
•  What’s your reputation? What do you stand for? Is
   that different from what you want to stand for long
   term?
Brand strategy methodology
     Internal               External                     Brand            Communications           Creative
    Discovery               Discovery                   Strategy              Plan               Development


                              PRIMARY                 Master brand         Recommended            Visual identity
                           Visitor interviews          messaging           communications           Collateral
  Strategy session
                         Member interviews                                   strategies:             Web site
Individual interviews   Donor/funder interviews   Product/service brand                            Advertising
   Focus groups           Partner interviews            hierarchy         • Brand maintenance        Signage
  Communications                                                           • Awareness tactics   Direct mail, etc.
        audit              SECONDARY               Audience message         • Lead gen tactics
                          Competitive audit              matrix               • Relationship
                         Secondary literature                              management tactics
                               review
                                                                           • Communications
                                                                                calendar
                                                                               • Budget
                                                                          • Measurement and
                                                                               evaluation
At the core…
Capitol Hill Day School is a community clearly passionate
about the process of learning.
It’s a thoughtful group of individuals who are extraordinarily
gifted at making the most of all the resources at their disposal.
From a cozy building and nurturing home base, students
venture forth into the vast learning environment of the city (and
beyond), equipped with the ability to ask questions, solve
problems, and interact with a wide range of individuals.
At the end of the day, or the end of the trip, they return to that
home base, secure in the knowledge that they are respected
and loved as individuals, and as valuable members of the
community. And when they exit the building for the last time
as graduating 8th graders, it’s with an unparalleled confidence,
a deep love of learning, and a genuine concern for those
around them.
At the core…

First Night is about participating in art, and through art,
community…right in your own backyard, regardless of where
that backyard is located.

The selfless, scrappy team at First Night is uniquely skilled at
making things happen in an extraordinarily inclusive and
collaborative way.

Whether it’s New Year’s Eve, or a community arts event, they
fearlessly dive in, combining tradition, innovation and an
omnipresent sense of fun to create joyful programs and
events that build connections, change lives and forever
impact the community.
At the core…

The team at Hull Lifesaving Museum truly epitomizes the
lifesaving spirit, consistently demonstrating skills, courage
and caring. It’s an eclectic yet close-knit team who share a
clarity of purpose and a sense of adventure…with no fear,
no questions, and no turf wars.

The overwhelming impression of the people and their
places is a gracious one. It’s an organization that draws
people in and challenges them to draw the best out of
themselves, while setting high expectations for shared
values, collaboration and mutual respect.
The complete brand platform
Vision        E.L. Haynes will be a model of educational excellence and make a lasting impact on urban education in
              Washington, DC and across the nation.
Mission       Every E.L. Haynes student — regardless of race, socioeconomic status, or home language — will
              reach high levels of academic achievement and be prepared to succeed at the college of his or her
              choice. E.L. Haynes students will be instilled with a deep appreciation for mathematics and science
              and will develop the lifelong skills needed to be successful individuals, active community members,
              and responsible citizens.
Desired
perception    “This is what the quintessential American public school should look like.”
              One of the most diverse schools in Washington DC, E.L. Haynes Public Charter School demonstrates
Elevator      what the American public school could, and should, be. Our students prove every day that every child
pitch
              can succeed.

Brand
              From the moment you cross the threshold it’s clear that E.L. Haynes is a place that changes lives…
personality   the lives of students, teachers, parents, and anyone else who spends even a moment in its lively
              environment. The people of E.L. Haynes are both engaged and engaging. Their passion is
              contagious, as is their commitment to high standards. It’s a team that relentlessly sweats the small
              stuff…constantly asking…Is this working? Could we do it better? The school is a microcosm of how
              society should be…an extraordinarily diverse group of individuals brought together by their
              investment in a shared goal…confident in their own abilities, compassionate towards the needs of
              each other, and completely driven to deliver on the mission in which they all thoroughly believe.
The complete brand platform
         • A level of diversity not seen in other public charter schools
Brand    • An outstanding teacher for every student, every year
proof    • A longer school year, and school day, that gives every child access to consistent, comprehensive,
points     high-quality educational experiences throughout the year
         • A commitment to measurement and continuous improvement
         • A comprehensive yet individualized approach that instructs all students well
         • A strong community with high levels of family involvement, and highly effective parent
           communications
         • An incubator for excellence in teaching, identifying and sharing best practices within the District,
           and nationwide




          Be kind.
Core      Work hard.
values
          Get smart.
Really understand your key audiences
   Audience          Description             Audience key concerns    Desired perceptions/behaviors           Our messages to them

              •  Highly driven, well-     •  Developing their        •  To understand the role        • ALL
                 rounded individuals         ability to think more      and value of DMCC             • We are a valuable resource.
              •  The ideal student           broadly                    within the context of the     • We offer the unique opportunity to
Students
                                                                                                         see real works of art in your own
                 “customer” is a          •  Having an impact on        College
                                                                                                         backyard.
                 visitor, and is not         their community         •  To see DMCC as a              • We can help bring new
                 necessarily an art       •  Developing “real           valued resource across           perspectives to your studies, and
                 major…but they are          world” experiences         a variety of dimensions          to your hectic life.
                 willing to explore       •  Getting it all done        (and to utilize it            • We are accessible across a variety
                 new things and new       •  Occasionally taking a      regularly)                       of channels (don’t be
                 ways of thinking            break from getting it   •  To act as ambassadors            intimidated!)
                                             all done!                  for DMCC within their         • We are “safe haven”, extremely
                                                                        own spheres of                   supportive of experimentation.
                                                                        influence                     • We support experimentation and
                                                                                                         risk-taking.

Faculty and   •  Passionate,              •  Finding opportunities   •  To understand the role        • FACULTY AND LEADERSHIP
   staff         dedicated                   to expose their            and value of DMCC             • Our collections, programs and staff
                 individuals engaged         students to real           within the context of            can help enrich the academic
                 in the broader              works of art and new       the College                      experience, and help create
                 college community           ways of thinking        •  To have greater                  better students.
              •  The ideal faculty/       •  Keeping their work         investment in, and            • We share your high intellectual
                 staff “customer” is         and teaching               ownership of, DMCC               standards and can be a valuable
                 not limited to the art      relevant/fresh             and what it offers               partner in helping to differentiate
                 department               •  Occasionally taking     •  To see DMCC as a                 the Wellesley College
                                                                                                         experience.
                                             a break themselves         valued resource and
                                                                        collaborator
Now that you have identified the core




           Communicate…
       concisely and consistently
Build a consistent brand
experience across all touchpoints
               HistoricNewEngland.org              Publications

                                                                  Public education
  Historic properties                                             programs

                                    BRAND PROMISE
                            Bringing to life the heritage and            Outbound
Library &
                            stories of New England through               marketing
archives                    the homes and possessions of
                                  those who lived here.



    Traveling exhibitions                                         Development
                                                                  communications
                                      Speaking
                                      engagements
What assets can you leverage
across those touchpoints?

•  People…staff, board, volunteers, donors,
   served population

•  Places…brick & mortar, virtual, print

•  Stories…across a variety of formats
Use your people

•    Uniforms, name tags, swag
•    Ambassador training
•    Networking calendar (create it, commit to it)
•    Business cards
•    Social media
•    Content creation
"I reckon about 20 percent of a brand is
           its physical attributes,
       like a logo, color, letterheads.
       The rest is all about behavior.
     Employees bring a brand to life;
     they are its ultimate custodians.”
                      -Ian Buckingham, Interbrand
For example…
Networking: put it in writing
Use your places

•  Signage…wayfinding and promotional
•  A consistent experience
•  Get ‘em in the door (physically or virtually)
PAPER SIGNS
How can you “get ‘em in the door”?

•    Virtual tours (or…actual tours!)
•    YouTube
•    Testimonials
•    Video/audio experience
Check it out

•  http://www.nycballet.com/dancers/
•  http://www.cowc.org/worcester-region/worcester-
   rocks-video
•  http://www.concordacademy.org/
   about_concord_academy/meanstome/index.aspx
•  http://www.historicnewengland.org/historic-
   properties/homes
•  http://www.moma.org/
Stories make the brand real

•  Framingham: A welcoming community (“where you
   start the American dream”)

•  Framingham: The classic American middle-class
   town/the power of diversity

•  Framingham: A vital crossroads

•  Framingham: A tradition of volunteerism

•  Framingham: An economic engine for the region

•  Framingham’s place in the history of the nation
Inventory, organize and use them!
                                                  Campinelli
•    Framingham: A welcoming                First Catholic church
     community (“where you start the      Immigrants then and now
     American dream”)                             Refugees

•    Framingham: The classic                      Academy
     American middle class town/the              Clinton visit
     power of diversity

•    Framingham: A vital crossroads      Railways, water, highways

•    Framingham: A tradition of         Heart Study, militia, veterans
     volunteerism

•    Framingham: An economic           Mills; corporations then and now
     engine for the region                 “Creative economy” effort
                                                    Bonnets

•    Framingham’s place in the
     history of the nation
For example…
The basic marketing tool kit

•    Web site
•    Business cards
•    Note cards
•    Leave behind brochure (#10 brochure)
•    Limited stationery + electronic templates
•    Constant Contact template
•    Postcards
•    Posters
Your web site: a key place

•  Keep it current with an editorial calendar
•  Make sure it’s professional
•  Know the norms and best practices for your peer
   group
•  Layers of information (not all on the home page)
•  Know who’s going there, and what they want
•  Invest the time/money to establish a basic SEO
   program
Sample: Editorial calendar
How do I know it’s working?
Well….what were your goals?

•  Clarify your success metrics (tangible and intangible)
•  Tie the metrics to strategic goals
•  Think broadly and creatively (e.g. visitor traffic, referral
   volume, inbound inquiries, hits to Web site)
•  Set reasonable timeframes, based on communications
   volume and timing
•  Measure against your own baseline, as well as industry
   benchmarks
•  Keep the dialogue going internally and externally
    –  Understanding and acceptance of brand, messaging,
       communications tactics, etc.
•  Track what works and what doesn’t, then refine as
   appropriate
Find the listings for our current season of webinars
                    and register at

            NonprofitWebinars.com

                     Chris Dumas
              Chris@NonprofitWebinars.com
                     707-812-1234



             Special Thanks To Our Sponsors

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Big Brand Impact On A Small Brand Budget

  • 1. Big Brand Impact on a Small Brand Budget Michele Levy www.brand-strat.com Use Twitter Hashtag #npweb Special Thanks To Our Sponsors
  • 2. Helping ordinary people raise extraordinary amounts for nonprofits is all we do, and we love it. A Proud Sponsor of NonprofitWebinars.com
  • 3. Meet today’s speakers •  Presenter: Michele Levy, brand strategy consultant •  Hosting: Sam Frank, Synthesis Partnership •  Assisting with chat questions: Chris Dumas, FirstGiving
  • 4. Let's face it... You don’t have as much money as they do!
  • 5. However... It’s still possible to create a compelling high impact nonprofit brand.
  • 6.
  • 7. What will you learn? •  Identify existing brand assets and strengths •  Learn how to maximize those existing assets and strengths •  Learn about cost-effective tools and techniques to help boost your brand •  Determine how to track the effectiveness of your efforts
  • 8. Strong brands follow some simple rules •  Know who you are…where you have been, and where you are going Understand •  Understand your audiences…who they are, your core and what they want •  Be aware of your brand space…the other options your audiences can choose •  Maintain an unwavering focus on the core of your brand Deliver on your core •  Build a consistent brand experience across all touchpoints •  Create/empower passionate brand champions •  Never stop thinking about your brand
  • 9. What’s at the core of your brand?
  • 10. Getting to the core •  What’s your mission? Why do you exist? What are your long term strategic goals? •  Who are your audiences? What do they want from you? •  Who else can provide the same, or similar, things? •  What differentiates you? What do you do better than anyone else? •  What’s your reputation? What do you stand for? Is that different from what you want to stand for long term?
  • 11. Brand strategy methodology Internal External Brand Communications Creative Discovery Discovery Strategy Plan Development PRIMARY Master brand Recommended Visual identity Visitor interviews messaging communications Collateral Strategy session Member interviews strategies: Web site Individual interviews Donor/funder interviews Product/service brand Advertising Focus groups Partner interviews hierarchy • Brand maintenance Signage Communications • Awareness tactics Direct mail, etc. audit SECONDARY Audience message • Lead gen tactics Competitive audit matrix • Relationship Secondary literature management tactics review • Communications calendar • Budget • Measurement and evaluation
  • 12. At the core… Capitol Hill Day School is a community clearly passionate about the process of learning. It’s a thoughtful group of individuals who are extraordinarily gifted at making the most of all the resources at their disposal. From a cozy building and nurturing home base, students venture forth into the vast learning environment of the city (and beyond), equipped with the ability to ask questions, solve problems, and interact with a wide range of individuals. At the end of the day, or the end of the trip, they return to that home base, secure in the knowledge that they are respected and loved as individuals, and as valuable members of the community. And when they exit the building for the last time as graduating 8th graders, it’s with an unparalleled confidence, a deep love of learning, and a genuine concern for those around them.
  • 13. At the core… First Night is about participating in art, and through art, community…right in your own backyard, regardless of where that backyard is located. The selfless, scrappy team at First Night is uniquely skilled at making things happen in an extraordinarily inclusive and collaborative way. Whether it’s New Year’s Eve, or a community arts event, they fearlessly dive in, combining tradition, innovation and an omnipresent sense of fun to create joyful programs and events that build connections, change lives and forever impact the community.
  • 14. At the core… The team at Hull Lifesaving Museum truly epitomizes the lifesaving spirit, consistently demonstrating skills, courage and caring. It’s an eclectic yet close-knit team who share a clarity of purpose and a sense of adventure…with no fear, no questions, and no turf wars. The overwhelming impression of the people and their places is a gracious one. It’s an organization that draws people in and challenges them to draw the best out of themselves, while setting high expectations for shared values, collaboration and mutual respect.
  • 15. The complete brand platform Vision E.L. Haynes will be a model of educational excellence and make a lasting impact on urban education in Washington, DC and across the nation. Mission Every E.L. Haynes student — regardless of race, socioeconomic status, or home language — will reach high levels of academic achievement and be prepared to succeed at the college of his or her choice. E.L. Haynes students will be instilled with a deep appreciation for mathematics and science and will develop the lifelong skills needed to be successful individuals, active community members, and responsible citizens. Desired perception “This is what the quintessential American public school should look like.” One of the most diverse schools in Washington DC, E.L. Haynes Public Charter School demonstrates Elevator what the American public school could, and should, be. Our students prove every day that every child pitch can succeed. Brand From the moment you cross the threshold it’s clear that E.L. Haynes is a place that changes lives… personality the lives of students, teachers, parents, and anyone else who spends even a moment in its lively environment. The people of E.L. Haynes are both engaged and engaging. Their passion is contagious, as is their commitment to high standards. It’s a team that relentlessly sweats the small stuff…constantly asking…Is this working? Could we do it better? The school is a microcosm of how society should be…an extraordinarily diverse group of individuals brought together by their investment in a shared goal…confident in their own abilities, compassionate towards the needs of each other, and completely driven to deliver on the mission in which they all thoroughly believe.
  • 16. The complete brand platform • A level of diversity not seen in other public charter schools Brand • An outstanding teacher for every student, every year proof • A longer school year, and school day, that gives every child access to consistent, comprehensive, points high-quality educational experiences throughout the year • A commitment to measurement and continuous improvement • A comprehensive yet individualized approach that instructs all students well • A strong community with high levels of family involvement, and highly effective parent communications • An incubator for excellence in teaching, identifying and sharing best practices within the District, and nationwide Be kind. Core Work hard. values Get smart.
  • 17. Really understand your key audiences Audience Description Audience key concerns Desired perceptions/behaviors Our messages to them •  Highly driven, well- •  Developing their •  To understand the role • ALL rounded individuals ability to think more and value of DMCC • We are a valuable resource. •  The ideal student broadly within the context of the • We offer the unique opportunity to Students see real works of art in your own “customer” is a •  Having an impact on College backyard. visitor, and is not their community •  To see DMCC as a • We can help bring new necessarily an art •  Developing “real valued resource across perspectives to your studies, and major…but they are world” experiences a variety of dimensions to your hectic life. willing to explore •  Getting it all done (and to utilize it • We are accessible across a variety new things and new •  Occasionally taking a regularly) of channels (don’t be ways of thinking break from getting it •  To act as ambassadors intimidated!) all done! for DMCC within their • We are “safe haven”, extremely own spheres of supportive of experimentation. influence • We support experimentation and risk-taking. Faculty and •  Passionate, •  Finding opportunities •  To understand the role • FACULTY AND LEADERSHIP staff dedicated to expose their and value of DMCC • Our collections, programs and staff individuals engaged students to real within the context of can help enrich the academic in the broader works of art and new the College experience, and help create college community ways of thinking •  To have greater better students. •  The ideal faculty/ •  Keeping their work investment in, and • We share your high intellectual staff “customer” is and teaching ownership of, DMCC standards and can be a valuable not limited to the art relevant/fresh and what it offers partner in helping to differentiate department •  Occasionally taking •  To see DMCC as a the Wellesley College experience. a break themselves valued resource and collaborator
  • 18. Now that you have identified the core Communicate… concisely and consistently
  • 19. Build a consistent brand experience across all touchpoints HistoricNewEngland.org Publications Public education Historic properties programs BRAND PROMISE Bringing to life the heritage and Outbound Library & stories of New England through marketing archives the homes and possessions of those who lived here. Traveling exhibitions Development communications Speaking engagements
  • 20. What assets can you leverage across those touchpoints? •  People…staff, board, volunteers, donors, served population •  Places…brick & mortar, virtual, print •  Stories…across a variety of formats
  • 21. Use your people •  Uniforms, name tags, swag •  Ambassador training •  Networking calendar (create it, commit to it) •  Business cards •  Social media •  Content creation
  • 22. "I reckon about 20 percent of a brand is its physical attributes, like a logo, color, letterheads. The rest is all about behavior. Employees bring a brand to life; they are its ultimate custodians.” -Ian Buckingham, Interbrand
  • 24. Networking: put it in writing
  • 25. Use your places •  Signage…wayfinding and promotional •  A consistent experience •  Get ‘em in the door (physically or virtually)
  • 27. How can you “get ‘em in the door”? •  Virtual tours (or…actual tours!) •  YouTube •  Testimonials •  Video/audio experience
  • 28. Check it out •  http://www.nycballet.com/dancers/ •  http://www.cowc.org/worcester-region/worcester- rocks-video •  http://www.concordacademy.org/ about_concord_academy/meanstome/index.aspx •  http://www.historicnewengland.org/historic- properties/homes •  http://www.moma.org/
  • 29. Stories make the brand real •  Framingham: A welcoming community (“where you start the American dream”) •  Framingham: The classic American middle-class town/the power of diversity •  Framingham: A vital crossroads •  Framingham: A tradition of volunteerism •  Framingham: An economic engine for the region •  Framingham’s place in the history of the nation
  • 30. Inventory, organize and use them! Campinelli •  Framingham: A welcoming First Catholic church community (“where you start the Immigrants then and now American dream”) Refugees •  Framingham: The classic Academy American middle class town/the Clinton visit power of diversity •  Framingham: A vital crossroads Railways, water, highways •  Framingham: A tradition of Heart Study, militia, veterans volunteerism •  Framingham: An economic Mills; corporations then and now engine for the region “Creative economy” effort Bonnets •  Framingham’s place in the history of the nation
  • 32. The basic marketing tool kit •  Web site •  Business cards •  Note cards •  Leave behind brochure (#10 brochure) •  Limited stationery + electronic templates •  Constant Contact template •  Postcards •  Posters
  • 33. Your web site: a key place •  Keep it current with an editorial calendar •  Make sure it’s professional •  Know the norms and best practices for your peer group •  Layers of information (not all on the home page) •  Know who’s going there, and what they want •  Invest the time/money to establish a basic SEO program
  • 35. How do I know it’s working?
  • 36. Well….what were your goals? •  Clarify your success metrics (tangible and intangible) •  Tie the metrics to strategic goals •  Think broadly and creatively (e.g. visitor traffic, referral volume, inbound inquiries, hits to Web site) •  Set reasonable timeframes, based on communications volume and timing •  Measure against your own baseline, as well as industry benchmarks •  Keep the dialogue going internally and externally –  Understanding and acceptance of brand, messaging, communications tactics, etc. •  Track what works and what doesn’t, then refine as appropriate
  • 37. Find the listings for our current season of webinars and register at NonprofitWebinars.com Chris Dumas Chris@NonprofitWebinars.com 707-812-1234 Special Thanks To Our Sponsors