Seven Habits of Highly Effective Corporate Relations Managers
1. Seven Habits of Highly Effective
Corporate Relations Managers
WVDO CONFERENCE
MAY 17, 2012
PRESENTERS:
JANE MORRISON, OREGON HUMANE SOCIETY
CYNTHIA THOMPSON, MACDONALD CENTER
3. Audience Questions & Index Cards
How many years experience in fundraising?
What is the size of your development shop?
INDEX CARDS
Write down a particular challenge you are currently
facing in corporate giving
OR
Write down a success you’d like to share on the index
cards.
We will pick out 2 or 3 at the end to discuss
(time permitting).
4. Presentation Overview
Research
Recognition
and Cultivation
Stewardship
Evaluation Solicitation
5. Habit #1: Put yourself in their
leather loathers
STEPHEN COVEY WOULD SAY
“SEEK FIRST TO UNDERSTAND, THEN
TO BE UNDERSTOOD”
6. Habit 1 in action
Good Fit
Act like a consultant
Activation/Engagement
Matchmaking
Show them the value
7.
8.
9.
10. Habit #2: Have a genuine interest
in people and the companies they
represent
STEPHEN COVEY WOULD SAY
“THINK WIN WIN”
11. Habit 2 in action
Homework
Research/Dig
Speak Da Language (of their industry)
Prospect Profile
26. Sample Prospect Profile
Key employees (CEO, HR, Marketing, Corporate
Social Responsibility, Community Relations)
Focus areas for charitable giving
Existing partnerships
New products
Target audience
Number of employees and locations
Employee involvement/group or team projects
Timeline/fiscal year
27. Habit #3: Be prepared with a
variety of communication materials
YOU CAN’T CLOSE THE DEAL, IF YOU
CAN’T TELL YOUR STORY IN A
VARIETY OF WAYS
28. Habit 3 in action
Menu
Templates
Tailor
Match language to their goals, ie marketing
34. Habit #4: Be impeccable with
your word
STEPHEN COVEY WOULD SAY
“BEGIN WITH THE END IN MIND AND
BE PRINCIPLE CENTERED”
35.
36. The Four Agreements
• Be Impeccable with your word
• Don’t take anything personally
• Don’t make assumptions (There are
three parts of the word assume.)
• Always do your best
37. Habit 4 in action
Corporate relations is all about people – people give
to people
Get to know as many people as possible within the
company
Follow up and fulfill your promises = key tenets
Cultivation and relationship building
38. Habit #5: Be pleasantly
persistent and take initiative
STEPHEN COVEY WOULD SAY
“BE PROACTIVE”
39. Habit 5 in action
Use a variety of communication tools
“They don’t call me back,” she whined.
40. Most Effective Methods of Communications
One on One Meetings online solicitations
Small group meetings or Annual fundraisers or
parties large group events
Telephone conversations Mass mail/direct mail
Personalized, hand- using videos
written letters Mass mail/direct mail
Personalized word Grants
processed letters Brochure distribution
E-mail or text solicitation Advertisements
Web, blog and other
45. 20 ways to cultivate your corporate partner
Communicate with your corporate donors
on a regular basis.
46. Ask for their opinion/feedback
Ask for their help – ongoing or ad hoc
Make them feel special
Look for ops for third party recognition
Present them with a formal report in person,
review in person
Referrals with a Heads Up
47. Tell the world about their donation or
partnership – if they want you to
Check presentations as a form of positive
reinforcement
Networking and referrals go hand in hand
Mix up your communication tools
48. Ask them first before you recognize them
Spotlight them in internal and external
communications
Send articles of interest with post it notes
Provide unique benefits
Recognition items for display
Foster new ideas for cultivation/relationship
building
49. Engage them as Volunteers
Invite corporate representative to serve on a
committee
Provide them with a list of volunteer opportunities
they can share with all employees
Develop a corporate advisory board or committee
Short term/ad hoc opportunities are great
50. Habit # 7: Take the time to
reflect and to find new ideas
STEPHEN COVEY WOULD SAY
“SHARPEN THE SAW”
51. Habit 7 in action
Attend professional development workshops and
conferences
Subscribe to newsletters and magazines
Read the Portland Business Journal and Oregon
Business Magazine
Read community blogs
Read trade publications