Q2 Marketing Extravaganza


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  • Looked at competitive websites and literature to creative a working list of names—most included “HR” Towers Watson: “HR Consulting – Risk Management Insurance – Compensation Benefits” (browser tag) Services are presented as “Benefits, Risk and Financial Services, Talent and Rewards” Towers Watson (NYSE, NASDAQ: TW) is a leading global professional services company that helps organizations improve performance through effective people, risk and financial management. The company offers solutions in the areas of employee benefits, talent management, rewards, and risk and capital management. Towers Watson has 14,000 associates around the world and is located on the web at  www.towerswatson.com . Note: The way TW presents its services is inconsistent. Hewitt: “Human Resources Consulting and Outsourcing” (browser tag) Hewitt is one of the world's leading HR consulting and outsourcing companies. Our mission is both simple and ambitious—making the world a better place to work. Hewitt Associates (NYSE: HEW) provides leading organizations around the world with expert human resources consulting and outsourcing solutions to help them anticipate and solve their most complex benefits, talent, and related financial challenges. Hewitt works with companies to design, implement, communicate, and administer a wide range of human resources, retirement, investment management, health care, compensation, and talent management strategies. With a history of exceptional client service since 1940, Hewitt has offices in more than 30 countries and employs approximately 23,000 associates who are helping make the world a better place to work. For more information, please visit www.hewitt.com . Mercer “Consulting. Outsourcing. Investments” (browser tag) Mercer is the global leader for trusted HR and related financial advice, products and services. In our work with clients, we make a positive impact on the world every day. We do this by enhancing the financial and retirement security, health, productivity and employment relationships of the global workforce. About Mercer: Mercer is a leading global provider of consulting, outsourcing and investment services. Mercer works with clients to solve their most complex benefit and human capital issues, designing and helping manage health, retirement and other benefits. It is a leader in benefit outsourcing. Mercer’s investment services include investment consulting and multi-manager investment management. Mercer’s 18,000 employees are based in more than 40 countries. The company is a wholly owned subsidiary of Marsh & McLennan Companies, Inc., which lists its stock (ticker symbol: MMC) on the New York, Chicago and London stock exchanges. Note: All main competitors mention HR somewhere. Karen Courtright and/or Jennifer Daniels spoke with Cindy Keaveny, Reinier Hinse, Mark Arian, Cecil Hemingway, Piyush Chaudhari, Ken Haderer The 5 “Buckets of Names” are Talent and Rewards names (e.g., Aon Talent & Rewards Solutions) HR names (e.g., Aon HR Consulting) People-oriented names (e.g., Aon People Solutions; Aon Human Capital Consulting) Benefits names (e.g., Aon Benefits Solutions) Employer-type names (e.g., Aon Employer Solutions, Aon Workforce/Workplace Solutions)
  • Beyond helping us to understand what colleague think about our brand, this exercise was a great way to engage employees. Survey results will be distributed through various channels—in the US in Connections and GCN. A list of names was generated and our employees weren’t shy—some 39 said they wanted us to leave the name as it is. Which is a good reminder that “Aon Consulting” is not off the table.
  • Reading the cloud. It’s a bit like reading tea leaves, but what you can do is pull out the prominent words to create a sentence. This one could be read as: Above all, employees think that Aon Consulting provides clients with SOLUTIONS. We offer consulting, service(s), advice and create value around benefits and human capital. This could indicate that “solutions” rather than “consulting” would make a better ending for our name.
  • This one says: Our colleagues believe that what sets Aon Consulting apart from our competitors is our focus on CLIENTS. Our service, innovative solutions and global resources developed by our talented people create value for our clients.
  • As a firm, we value INTEGRITY. This means doing the right thing for our clients. Our clients can trust us to be honest, transparent, professional and to provide quality solutions.
  • We aspire to be a LEADER in the markets we serve. We're focused on being the best at what we do and a trusted partner to our clients.
  • Q2 Marketing Extravaganza

    1. 1. Q2 US Marketing
    2. 2. Agenda Dinner at Parke Grille 5:15   Break 4:00   Client Ready Call 3:00 Regina/Nikki Regina/Nikki Marketing Ops overview 2:30 Beth Monahan Beth Pub & Thought Leadership Overview 2:00 Jenny Miklosi Jenny Comm. Overview 1:30 Stewart Cottman Stewart Creative Overview 1:00 Mo Manchanda Lunch (Mo explains Expense reporting) [Soperfina] 12:00 Joe & Sara Joe & Sara PR/ Advertising, Analyst Relations 11:15 Sara Carlson Sara HC/SALG Overview 10:45   Break 10:30 Joe Miccuci Joe H&B/Fed Overview 10:00 Laura Moran Laura CT/RET Overview 9:30 Jennifer Daniels Q2 Overview 9:00 Nikki Breakfast & Set up 8:30 Presenter Activity Time
    3. 3. Q2 Marketing Team Update March 16, 2010
    4. 4. Discussion Topics <ul><li>Meeting Purpose </li></ul><ul><li>Update on Key Initiatives </li></ul><ul><ul><li>Branding project / firm format </li></ul></ul><ul><ul><li>Aon United / Manchester United </li></ul></ul><ul><ul><li>Client Promise (Beth will cover) </li></ul></ul><ul><li>Feedback Model </li></ul><ul><li>Initial Observations </li></ul><ul><ul><li>What’s working </li></ul></ul><ul><ul><li>Areas for improvement </li></ul></ul>
    5. 5. Meeting Purpose <ul><li>Assess Q1 </li></ul><ul><ul><li>Acknowledge what’s working </li></ul></ul><ul><ul><li>Identify areas for improvement </li></ul></ul><ul><ul><li>Measure results; review budgets </li></ul></ul><ul><li>Execute Q2 </li></ul><ul><ul><li>Prioritize projects </li></ul></ul><ul><ul><li>Adjust plans </li></ul></ul><ul><ul><li>Identify obstacles </li></ul></ul><ul><li>Plan Q3 </li></ul><ul><ul><li>Mid-year plan review </li></ul></ul>
    6. 6. Brand Project Overview <ul><li>Goal: Determine best performance unit name and descriptor </li></ul><ul><li>Partner: Slack Barshinger, marketing and branding agency </li></ul><ul><li>3 Phases </li></ul><ul><ul><li>“Discovery” and internal survey </li></ul></ul><ul><ul><li>Qualitative research </li></ul></ul><ul><ul><li>Validation and testing research </li></ul></ul>
    7. 7. Brand Project Overview <ul><li>Keep/change name </li></ul><ul><li>Keep/change name </li></ul><ul><li>Preferred descriptor </li></ul><ul><li>Approve list of names to test </li></ul><ul><li>Aon Consulting will be an option </li></ul><ul><li>Approve “buckets” of names </li></ul>Decisions <ul><li>Re-open survey for APAC </li></ul><ul><li>Add employee focus groups </li></ul><ul><li>Add EGOC interviews </li></ul>Key Feedback <ul><li>Recommendations </li></ul><ul><li>Findings from employee focus groups </li></ul><ul><li>Findings from quantitative testing </li></ul><ul><li>Name recommendation </li></ul><ul><li>Findings from qualitative research </li></ul><ul><li>Recommendations on names to be tested </li></ul><ul><li>“ Word Clouds” </li></ul><ul><li>“ Buckets” of names for testing </li></ul>Deliverables <ul><li>Branding project </li></ul><ul><li>Employee online focus group </li></ul><ul><li>Quantitative testing of names </li></ul><ul><li>EAB Focus group </li></ul><ul><li>Qualitative client interviews </li></ul><ul><li>Internal interviews </li></ul><ul><li>Updated “Clouds” </li></ul><ul><li>Competitive review </li></ul><ul><li>Brainstorming </li></ul><ul><li>Conversations with Global Practice Chairs </li></ul><ul><li>Employee Survey </li></ul>Activities to be discussed April 20/22 (EC meeting) April 12 (scheduling) March 17 March 1 Date
    8. 8. Groups of Names and Examples <ul><li>Rewards Names </li></ul><ul><ul><li>Aon Rewards Consulting </li></ul></ul><ul><ul><li>Aon Talent & Rewards </li></ul></ul><ul><li>HR Names </li></ul><ul><ul><li>Aon HR Consulting & Outsourcing </li></ul></ul><ul><ul><li>Aon HR Solutions </li></ul></ul><ul><ul><li>Aon HR Consulting </li></ul></ul><ul><ul><li>Aon HR & Financial Consulting </li></ul></ul><ul><li>People Names </li></ul><ul><ul><li>Aon People Solutions </li></ul></ul><ul><ul><li>Aon People Consulting </li></ul></ul><ul><ul><li>Aon People & Risk Management </li></ul></ul><ul><ul><li>Aon Human Capital </li></ul></ul><ul><li>Employer Names </li></ul><ul><ul><li>Aon Employer Solutions </li></ul></ul><ul><ul><li>Aon Workplace Solutions </li></ul></ul><ul><ul><li>Aon Workforce Solutions </li></ul></ul><ul><li>Benefits Names </li></ul><ul><ul><li>Aon Benefits Solutions </li></ul></ul><ul><ul><li>Aon Benefits </li></ul></ul>
    9. 9. Employee Survey Overview <ul><li>Email survey distributed to Aon Consulting employees </li></ul><ul><ul><li>Sent to over 6,000 colleagues </li></ul></ul><ul><ul><li>Received 538 responses </li></ul></ul><ul><ul><li>Survey was open February 9 – February 18 </li></ul></ul><ul><li>Word clouds were created from the results </li></ul><ul><ul><li>Visual depictions of the survey results </li></ul></ul><ul><ul><li>Word size is correlated to answer frequency </li></ul></ul><ul><li>Results will inform qualitative research and shape future brand messaging </li></ul>
    10. 10. What is Aon Consulting? Combines the following questions: What words would you use to describe the work that Aon does for its clients? How do you describe our service offerings? Please fill in the blank in this statement: Aon consulting provides clients with ______ solutions.
    11. 11. Aon Consulting Differentiation What words would you use to describe how Aon Consulting is differentiated from our competitors?
    12. 12. Aon Consulting Values What words would you use describe the values that we, as Aon Consulting, convey to our customers and the marketplace?
    13. 13. Aspirations of Aon Consulting What words would you use describe who we aspire to become as Aon Consulting?
    14. 14. What is Aon United? Aon United: our internal campaign to excite and unite our global team about the firm’s monumental growth opportunity Key Objectives Definition Key Messages <ul><ul><li>We are uniting to build a great firm </li></ul></ul><ul><ul><li>We have a once-in-a-lifetime opportunity to increase our brand awareness on a global scale and demonstrate to the world the value we can bring to clients </li></ul></ul><ul><ul><li>We are optimizing our structure and how we work together as a global team </li></ul></ul><ul><ul><li>Our global capability is our advantage in the marketplace </li></ul></ul><ul><li>Unite the Firm around growth and build our reputation for top talent </li></ul><ul><li>Establish Aon as a globally powerful leadership brand and launch Aon master brand strategy </li></ul><ul><li>Launch the Aon & Manchester United partnership </li></ul>
    15. 15. Overview of Aon United Major Events <ul><li>Global Webex video live Q&A with Greg Case and all Aon </li></ul>April 22 June 1 July 15 Aug 15 (TBD) Corporate Responsibilities <ul><li>Aon and Man Utd Broadcast of shirt unveiling (internal) </li></ul><ul><li>Press conference, press release (external) </li></ul><ul><li>Partner with Man Utd to conduct a community event in Manchester, UK (with Aon volunteers) </li></ul><ul><li>Press conference in Chicago to unveil shirt </li></ul><ul><li>Large community event in Chicago </li></ul><ul><li>Global communications </li></ul><ul><li>Possible game broadcast coordination </li></ul><ul><li>Maximize office participation on Webex </li></ul><ul><li>Local leadership Q&A session </li></ul>Local Office Responsibilities <ul><li>Get RedY Day (local colleagues donate to local charity to earn right to wear Man Utd gear or red shirts and jeans to office) </li></ul><ul><li>Local town halls </li></ul><ul><li>Local community service events with same charity partner from June 1 </li></ul><ul><li>Desk drops </li></ul><ul><li>Client receptions (optional) </li></ul><ul><li>Possible game viewing parties </li></ul>“ United to Build a Great Firm” Aon Anniversary / State of the Firm Address (Greg Case speech) “ Get RedY” Day (sponsorship begins) “ Aon United Global Day” (shirt unveiled) “ Aon Old Trafford” Day (first Man Utd home game)
    16. 16. Feedback Model <ul><li>OBSERVATION </li></ul><ul><li>IMPACT </li></ul><ul><li>[PAUSE] </li></ul><ul><li>SUGGESTION </li></ul>
    17. 17. What’s Working <ul><li>Our team </li></ul><ul><li>Our planning process </li></ul><ul><li>HR Executive relationship </li></ul><ul><li>Client/prospect participation at events </li></ul><ul><li>PR </li></ul><ul><li>More … </li></ul>
    18. 18. Areas for Improvement <ul><li>Lead follow up </li></ul><ul><li>Measuring results </li></ul><ul><li>Reporting results </li></ul><ul><li>Alignment with sales </li></ul><ul><li>Event promotion (website) </li></ul><ul><li>More … </li></ul>
    19. 19. Corporate Transactions & Retirement
    20. 20. Calendar <ul><li>Internal collaboration, excitement </li></ul><ul><li>Planning for May 5 Austin </li></ul><ul><li>Houston – April/May – in progress </li></ul><ul><li>Planning for May 6 Houston </li></ul>Retirement 2010 Tour <ul><li>Matt Smith – National Underwriter on retirement income planning for Q2 </li></ul><ul><li>Matt – recorded interview for fiduciaryx.com – 3/16 recording – on book he wrote last year </li></ul><ul><li>IIC </li></ul><ul><li>Retirement Rationalization – submitted to Benefits Quarterly </li></ul><ul><li>403(b) – To finalize in April </li></ul>White Papers/ Articles <ul><li>Contact with clients/prospects </li></ul><ul><li>Press </li></ul><ul><li>IIC for DC plans – drafted survey </li></ul><ul><li>Planning onboarding survey regarding TR preferences </li></ul><ul><li>Fortune 100 Subset Survey (EXB run) </li></ul><ul><li>Omnibus - cancelled </li></ul><ul><li>What Executives Want Report (EXB run) – Finalized draft version and EXB is market testing with clients </li></ul><ul><li>HC Industry Survey (EXB run) – in progress – done in April </li></ul><ul><li>Disability Survey (annual) – With carriers – due back in March </li></ul><ul><li>Omnibus (vendor) – Amol cancelled </li></ul><ul><li>Global Pension Risk Survey – done and distributing </li></ul>Surveys Results Additional Q1 Activity Original Q2 (black) Original Q1 (black) Activities
    21. 21. Calendar <ul><li>Benefits Survey - Completed </li></ul>National Activities <ul><li>Numerous internal leads </li></ul><ul><li>Increased interest, understanding, sales activity </li></ul><ul><li>Developing PACE building block library </li></ul><ul><li>Proposal reviews </li></ul><ul><li>Various RR emails </li></ul><ul><li>Rebranding AIC docs </li></ul><ul><li>Actuary services planning/dev </li></ul><ul><li>Rebranding all AIC materials </li></ul><ul><li>2 more IIC webcasts </li></ul><ul><li>ARS networking – Local Lunch & Learns </li></ul><ul><li>ARS networking – Local Fun Events </li></ul><ul><li>Conference speaking ops </li></ul><ul><li>Conference speaking ops – Less priority; developed spreadsheet on possibilities </li></ul><ul><li>Refine marketing materials – In progress </li></ul><ul><li>Training materials, webcasts (Cross-sub-practice, RR, IIC, 403(b), PRM, EBR) – Completed 3 IIC, 2 403(b), and will conduct 2 more IIC in March; Amol moved/changed others </li></ul>Other <ul><li>IIC/Pension Risk Mgt </li></ul><ul><li>IRS/DOL reform </li></ul><ul><li>403(b) </li></ul>External Web Casts Results Additional Q1 Activity Original Q2 (black) Original Q1 (black) Activities
    22. 22. Calendar <ul><li>Benefits Survey </li></ul>National Activities <ul><li>Survey </li></ul><ul><li>Discussing with Economist Intelligence Unit </li></ul>Co-Sponsor Annual Survey and Client Event <ul><li>Training materials, webcasts </li></ul><ul><li>Marketing materials – brochure and 10 sell sheets in progress </li></ul><ul><li>Clients sponsors for co-branding opportunities </li></ul><ul><li>Monitor/expand partnerships </li></ul><ul><li>Asian companies buying US companies </li></ul><ul><li>Planning for San Fran June 10 </li></ul>Q1 <ul><li>Tentative inclusion in Ret Tour Houston event </li></ul><ul><li>San Francisco </li></ul><ul><li>Columbus </li></ul><ul><li>Houston </li></ul>Dinner & Dialog Events <ul><li>Argyle – limited follow up but got exposure and face time with targets </li></ul><ul><li>Argyle event sponsorship </li></ul><ul><li>Clients sponsors for co-branding opportunities </li></ul><ul><li>Monitor/expand partnerships </li></ul>Other Activity Q2 Additional Q1 activity Results White Papers <ul><li>Weakness/strength of dollar </li></ul>
    23. 23. PR, Advertising & Analyst Relations
    24. 24. Placement Totals from 2009 <ul><li>Total media placements – 796 </li></ul><ul><ul><li>2008 – 656 </li></ul></ul><ul><li>Total ad equivalency – $5,887,002 </li></ul><ul><ul><li>2008 – $5,141,990 </li></ul></ul>
    25. 25. Media Relations – Q1 2010 February, 2010 Profile on Aon Consulting; interviews with Andrew, Kathryn & Bal “ Despite all of the profitability pressures facing HR firms, Aon Consulting is on pace to come out of 2009 with its best margins of the decade.” – Consulting Magazine More than 60 placements including:
    26. 26. Media Relations – Q1 2010 Business Insurance, March 1 Kathryn Hayley byline on employee engagement <ul><li>HR Executive, Jan issue </li></ul><ul><li>Seymour Adler featured in cover story on employee engagement & rapid alignment </li></ul><ul><li>Michael McInerney’s white paper on rapid alignment </li></ul>
    27. 27. Media Relations – Q2 <ul><li>Health Care Reform </li></ul><ul><li>Culturally Competent Health Care (pitch) </li></ul><ul><li>Benefits Survey </li></ul><ul><ul><li>Two releases – health care and retirement </li></ul></ul><ul><li>Social Media Survey </li></ul><ul><li>PEO </li></ul><ul><li>GATE (pitch) </li></ul><ul><li>Client Wins </li></ul><ul><ul><li>Federal </li></ul></ul><ul><ul><li>Corporate Transactions? </li></ul></ul>
    28. 28. Brand Awareness Audit <ul><li>As part of our advertising/sponsorship agreement with Human Resource Executive (HRE), they conducted an Aon Consulting brand awareness audit in December 2009 </li></ul><ul><li>Questionnaires were distributed via email to HR professionals in the HRE database, representing subscribes from various industries, geographies and organizational size </li></ul><ul><ul><li>HRE received 100 responses </li></ul></ul><ul><ul><ul><li>Sent to 2,607 </li></ul></ul></ul><ul><ul><ul><li>Survey was open from December 17 – January 8 </li></ul></ul></ul><ul><li>This brand awareness audit will be conducted again at the end of this year to gauge the effectiveness of our advertising and sponsorship investment </li></ul>
    29. 29. Overall Awareness <ul><li>How familiar are you with each of the following companies? </li></ul>Extremely Familiar/Familiar At 60% brand awareness, Aon Consulting is fifth among major competitors (combining TP and WW), showing an opportunity to improve and a need for the type of advertising/sponsorship campaign in progress with HRE * Combined average score of Towers Perrin, 87%; Watson Wyatt, 81%
    30. 30. Awareness of Employee Benefits Services & Solutions <ul><li>What are the companies that come to mind when you think of companies that deliver employee benefits services and solutions? </li></ul>With 51% of our target audience aware of Aon Consulting’s benefits services and solutions, we currently place fourth among our major competitors * Combined average score of Towers Perrin, 57%; Watson Wyatt, 57% *
    31. 31. Awareness of Talent/Workforce Management Services & Solutions <ul><li>What are the companies that come to mind when you think of companies that deliver talent/workforce management services and solutions? </li></ul>Aon Consulting is less known for talent/workforce services and solutions, but this is a more fragmented market, compared to benefits * Combined average score of Towers Perrin, 52%; Watson Wyatt, 52%
    32. 32. Awareness of Aon Consulting Employee Benefit Services & Solutions <ul><li>How familiar are you with the employee benefit services and solutions offered by Aon Consulting? </li></ul>Beyond awareness, this gauges familiarity with specific benefit services and solutions, and shows room to grow
    33. 33. Awareness of Aon Consulting Talent/Workforce Management Services & Solutions <ul><li>How familiar are you with the talent/workforce management services and solutions offered by Aon Consulting? </li></ul>Familiarity with talent/workforce management services and solutions shows opportunity for increased awareness
    34. 34. Aon Consulting Attributes <ul><li>How would you describe Aon Consulting as a company? </li></ul><ul><li>Our advertising/sponsorship campaign allows us to predispose this targeted group on our key attributes and minimize many of the “Other” Responses: </li></ul><ul><li>“ Expensive&quot; </li></ul><ul><li>&quot;Not familiar enough&quot; (50% of other responses) </li></ul><ul><li>&quot;Think of them more for other insurance related services&quot; </li></ul><ul><li>&quot;Boutique, small company specific&quot; </li></ul><ul><li>&quot;Not impressed with Aon&quot; </li></ul><ul><li>&quot;Insurance products provider other than benefits&quot; </li></ul><ul><li>“ Temporary help&quot; </li></ul>Top Talent Consultant Focused on Business Results Comprehensive HR Offerings Experienced Other Exceptional Service Knowledgeable Thought Leaders Top Benefits Consultant Distinctive Value Top Benefits Outsourcing Unmatched Teams Innovative Partner
    35. 35. Working with Aon Consulting <ul><li>How likely would you be to consider asking for a quote or proposal from Aon Consulting for the following? </li></ul>Health Care Retirement Talent/Workforce MGMT Recruitment Process Outsourcing Employee Benefits Outsourcing M&A Activities Global Benefits As previous charts indicated, we’re best known for our benefits services and solutions
    36. 36. Conclusion <ul><li>Our advertising/sponsorship campaign with HRE targets the right audience at the right organizations with a strategic mix of initiatives, demonstrating our thought leadership and expertise </li></ul><ul><li>Every program represents an opportunity to increase awareness, while helping to reduce the sales gap </li></ul>
    37. 37. HRE Advertising/Sponsorship – Q1 <ul><li>Rapid Alignment Webinar </li></ul><ul><ul><li>More than 600 attendees </li></ul></ul><ul><li>HR in Hospitality </li></ul><ul><ul><li>Roundtable </li></ul></ul><ul><ul><li>Client Dinner </li></ul></ul><ul><ul><li>Leads!! </li></ul></ul><ul><li>Nationwide Case Study </li></ul><ul><ul><li>First print piece!! </li></ul></ul>
    38. 38. HRE Advertising/Sponsorship – Q2 <ul><li>April </li></ul><ul><ul><li>Back Cover Ad </li></ul></ul><ul><ul><li>Email Blast: Pre Order of Benefits Survey? </li></ul></ul><ul><ul><li>HR Week </li></ul></ul><ul><ul><ul><li>Booth </li></ul></ul></ul><ul><ul><ul><li>Forum Sponsorship </li></ul></ul></ul><ul><li>May </li></ul><ul><ul><li>Supplement on CCHC </li></ul></ul><ul><ul><li>Back Cover Ad </li></ul></ul>
    39. 39. Industry Analysts <ul><li>Participated in Kennedy HC Audit of Latin America </li></ul><ul><ul><li>Mary Olariaga </li></ul></ul><ul><li>Kennedy Meeting </li></ul><ul><ul><li>Half-Day Session April 29 </li></ul></ul><ul><ul><li>Overview of Aon Consulting and each Practice (including Comp and GB) </li></ul></ul><ul><li>IDC Meeting </li></ul><ul><ul><li>September </li></ul></ul>
    40. 40. Health & Benefits – Q1 <ul><li>CCHC </li></ul><ul><ul><li>White paper </li></ul></ul><ul><ul><li>Media pitch </li></ul></ul><ul><ul><li>Webinar </li></ul></ul><ul><li>Health Care Reform </li></ul><ul><ul><li>Survey questionnaire </li></ul></ul><ul><li>CORE </li></ul><ul><ul><li>Initial discussion on naming and design change </li></ul></ul>
    41. 41. Health & Benefits – Q2 <ul><li>CCHC </li></ul><ul><ul><li>Webinar follow up </li></ul></ul><ul><ul><li>Media pitch </li></ul></ul><ul><ul><li>Bylined article </li></ul></ul><ul><ul><li>Survey? </li></ul></ul><ul><li>Health Care Reform </li></ul><ul><ul><li>Survey press release/media relations efforts </li></ul></ul><ul><ul><li>Webinar </li></ul></ul><ul><li>Benefits Survey </li></ul><ul><ul><li>Press release/media relations efforts </li></ul></ul><ul><li>CORE </li></ul><ul><ul><li>KIT Campaign </li></ul></ul><ul><li>Genetic Testing </li></ul><ul><ul><li>Survey </li></ul></ul><ul><li>Rx </li></ul><ul><ul><li>Determine appropriate marketing and PR opportunities </li></ul></ul>
    42. 42. Federal – Q1 <ul><li>Initial research on CHRO event </li></ul><ul><li>Client Wins </li></ul><ul><ul><li>COE </li></ul></ul><ul><ul><li>US Army </li></ul></ul><ul><li>Began capabilities deck </li></ul>
    43. 43. Federal – Q2 <ul><li>Finalize CHRO event </li></ul><ul><li>Complete capabilities deck </li></ul><ul><li>Client Wins </li></ul><ul><li>Benefits Survey results </li></ul><ul><ul><li>Press Release? </li></ul></ul><ul><li>Byline – C. Evans and TSA </li></ul><ul><ul><li>Federal Times </li></ul></ul>
    44. 44. Practice Marketing Plan 2010 Q1 & Q2 State & Local Government
    45. 45. 2010 SALG Calendar *Included in marketing budget in 2010.     HR Executive magazine *   Advertising TBD TBD TBD TBD Testimonials Human Capital – performance-based pay Human Capital – Total rewards Retirement – DC plans Medicare Part B White papers/KIT   Total Rewards   Medicare Part B Newsletters   Human Capital – Total rewards   H&B - Medicare Part B Webinars Talent Survey* Linked In – recruiting survey Benefits Survey*   Surveys   NASRA – Aug. 5-11 – Seattle NAGDCA – Sept. 11-15 – Philadelphia (??)   SALGBA – April 18-21 - Indianapolis   Conferences Q4 Q3 Q2 Q1 Activity
    46. 46. Q1 & Q2 <ul><li>Goals – </li></ul><ul><ul><li>Promote Medicare Part B through webinar and white paper </li></ul></ul><ul><ul><ul><li>Status – Pushed to Q2 </li></ul></ul></ul><ul><ul><li>Encourage SALG clients/prospects to take Benefits Survey so practice has enough participation to have cut of data </li></ul></ul><ul><ul><ul><li>Status – Phil sent emails to team with instructions to encourage clients/prospects using customized emails; Also asked SALGBA director to post on website </li></ul></ul></ul><ul><ul><ul><li>** Also Q2 </li></ul></ul></ul><ul><ul><li>SALGBA planning </li></ul></ul><ul><ul><ul><li>Status – IN PROGRESS; Defer to Regina for details </li></ul></ul></ul><ul><li>** Also Q2 – April 18-21 </li></ul>
    47. 47. Other Q2 <ul><li>Concentrate on wellness </li></ul><ul><ul><li>Status – Pending discussion with Phil on details </li></ul></ul>
    48. 48. Practice Marketing Plan 2010 Human Capital – Q1 & Q2
    49. 49. 2010 Calendar – At a Glance Activity Q1 Q2 Conferences HRE Hospitality* SIOP*; Retail Roundtable*; HR Week* (Fed HR); WAW Multi-city tours Social Media Great Places to Work tour Surveys Linked In LinkedIn Webinars Rapid Alignment Mid-Market White papers Social Media Applicant tracking Product Launch Workplace Safety G.A.T.E. Advertising /Awards   HRO Today advertising HRO Today’s Baker's Dozen (June-August) Campaigns Safety Rapid Align G.A.T.E. Mid-Market Testimonials McDonald’s Kellogg?
    50. 50. Rapid Alignment <ul><ul><li>RA is a solution that connects mid-level managers to the strategic needs of the organization, using our proprietary assessment, training, on-demand coaching and program measurement tools </li></ul></ul><ul><ul><li>Goal – Campaign in Q1 to introduce new service offering of the Organizational Performance & Implementation. </li></ul></ul><ul><ul><li>Status – 90% Complete </li></ul></ul>
    51. 51. Rapid Alignment Campaign <ul><li>Campaign : </li></ul><ul><ul><li>Webinar – COMPLETE </li></ul></ul><ul><ul><li>Sell Sheet - COMPLETE </li></ul></ul><ul><ul><li>Microsite – COMPLETE </li></ul></ul><ul><ul><ul><li>Diagnostic </li></ul></ul></ul><ul><ul><ul><li>White paper </li></ul></ul></ul><ul><ul><ul><li>Sell Sheet </li></ul></ul></ul><ul><ul><ul><li>HRE magazine articles </li></ul></ul></ul><ul><ul><ul><li>Webinar deck & Q&A </li></ul></ul></ul><ul><ul><li>Public Relations ONGOING </li></ul></ul><ul><ul><ul><li>HRE article </li></ul></ul></ul><ul><ul><li>Testimonial – ACTIVE </li></ul></ul><ul><ul><li>Banner aon.com - COMPLETE </li></ul></ul><ul><ul><li>KIT – COMPLETE </li></ul></ul><ul><ul><li>Internal presentations (Client Ready, HumCap) - COMPLETE </li></ul></ul>
    52. 52. <ul><li>Webinar – Jan. 19 </li></ul><ul><li>Summary – Through HRE partnership held webinar Jan. 19; Worked with RA team to develop presentation to introduce Aon clients/prospects and HRE subscribers to Rapid Alignment issue; Managed coordination with HRE </li></ul><ul><li>Results – 1,000 registrants; 500 attendees! </li></ul><ul><li>Branding – All HRE subscribers entered in SFDC; Follow up ongoing (via Matt Shadrick) </li></ul>
    53. 54. RA Microsite Results <ul><li>Traffic </li></ul><ul><ul><li>Unique visitors – more than 400 </li></ul></ul><ul><ul><li>Navigations – nearly 200 (click throughs); </li></ul></ul><ul><ul><ul><li>40 percent of people who visited site, clicked on something </li></ul></ul></ul><ul><ul><li>Page Views – Nearly 600 (How many times someone opens the given page) </li></ul></ul><ul><li>Diagnostic </li></ul><ul><ul><li>Worked with RA team to create 10 question survey diagnostic -- 6 individuals filled out form one week after webinar – sent to Matt Shadrick & AM </li></ul></ul><ul><ul><li>Created aon.com banner (w/o Feb 15) to drive people to diagnostic – 0 results </li></ul></ul><ul><li>Form – 2 requests since webinar; entered in SFDC </li></ul>
    54. 55. RA Next Steps <ul><li>Public Relations </li></ul><ul><ul><li>Pitch RA to workforce management for training and development section </li></ul></ul><ul><ul><ul><li>Status – Pitching reporter w/o March 15 </li></ul></ul></ul><ul><li>Client testimonial </li></ul><ul><ul><li>Empire Theatres accepted proposal for client testimonial to include: </li></ul></ul><ul><ul><ul><li>Written case study for marketing collateral, ads, website </li></ul></ul></ul><ul><ul><ul><li>Video testimonial </li></ul></ul></ul><ul><ul><ul><ul><li>Status – Setting up meeting with AM to discuss details and timeline </li></ul></ul></ul></ul><ul><li>Microsite </li></ul><ul><ul><li>Redirecting aon.com banner to RA site, not just diagnostic since no results in 2 weeks </li></ul></ul><ul><ul><li>Update with thought leadership with new content as appropriate </li></ul></ul><ul><li>Working with Stewart to develop a library of images to further brand RA </li></ul><ul><li>Revise white paper for Connections </li></ul><ul><li>ONGOING -- Twice monthly meetings with RA team </li></ul>
    55. 56. G.A.T.E./SIOP <ul><li>G.A.T.E. - Global Assessment and Talent Engine™ is a modern assessment system, allowing candidates to take assessments from anywhere in the world, from any internet-accessible computer or SMART device, and in many supported languages </li></ul><ul><li>Goal – Launch G.A.T.E. at SIOP </li></ul><ul><li>Status – 85% COMPLETE </li></ul><ul><li>*** Also Q2 </li></ul>
    56. 57. GATE/SIOP <ul><li>GATE includes: </li></ul><ul><ul><li>Logo - COMPLETE </li></ul></ul><ul><ul><li>Sell sheet – IN PROGRESS (waiting on final graphics) </li></ul></ul><ul><ul><li>PPT overview – IN PROGRESS (waiting on final graphics) </li></ul></ul><ul><ul><li>Updated aon.com content – Beginning this week (launch after SIOP) </li></ul></ul><ul><ul><li>SIOP launch – IN PROGRESS (in final production) </li></ul></ul><ul><ul><ul><li>Mailer </li></ul></ul></ul><ul><ul><ul><li>Booth banner and flash demo </li></ul></ul></ul><ul><ul><ul><li>Demonstration </li></ul></ul></ul><ul><ul><ul><li>Microsite </li></ul></ul></ul><ul><li>SIOP Conference – Defer to Regina on details </li></ul><ul><li>ONGOING -- Weekly meetings with GATE practice/marketing </li></ul>
    57. 58. HRO Today Advertising <ul><li>HRO Today – The leading RPO industry trade magazine </li></ul><ul><li>Goal – Continue to build brand awareness for RPO practice through advertising opportunities in magazine; Secure placement on RPO Baker’s Dozen. </li></ul><ul><li>Status – ONGOING & AND INTO Q2 </li></ul><ul><ul><li>5 full page, 4-color ads, inside cover </li></ul></ul><ul><ul><ul><li>Jan/Feb – Excellence/Client Focus – COMPLETE </li></ul></ul></ul><ul><ul><ul><li>March – Midmarket – COMPLETE </li></ul></ul></ul><ul><ul><ul><li>July/Aug – Baker’s Dozen </li></ul></ul></ul><ul><ul><ul><li>November and December – Assessments </li></ul></ul></ul><ul><ul><li>Baker’s Best – April 2010 – 3-page advertorial unit – IN PROGRESS </li></ul></ul><ul><ul><ul><li>Case study, Executive Profile, Provider Profile </li></ul></ul></ul><ul><ul><li>Microsite – May, June, July </li></ul></ul>
    58. 60. Social Media <ul><li>Goal – Promote New Media & Creative Strategies subpractice through engagement survey, conferences and events </li></ul><ul><li>Status – ONGOING </li></ul><ul><li>Plan included media tour & white paper which was dependent on engagement survey – pushed to Q2 </li></ul><ul><li>Other Q1 activities: </li></ul><ul><ul><li>Microsite update </li></ul></ul><ul><ul><li>Ragan social media workshop </li></ul></ul><ul><ul><ul><li>Included internal/external communications plans; LinkedIn updates; worksheet development; one-pager leave behind; event logistics; attendee FU; update on microsite </li></ul></ul></ul><ul><ul><ul><li>Results: Nearly 60 attendees – 24 clients; 23 prospects; </li></ul></ul></ul>
    59. 61. Other <ul><li>HRE Hospitality </li></ul><ul><ul><li>Defer to Joe and/or Regina </li></ul></ul><ul><li>PEO Survey </li></ul><ul><ul><li>Goal – Create LinkedIn Survey on communications targeting the PEO industry; “Untapped” industry for Benefacts subpractice. Want to build brand through survey for this niche industry. </li></ul></ul><ul><ul><li>Status – 50% complete </li></ul></ul><ul><ul><ul><li>Worked with Benefacts team to develop and edit survey questions, and develop marketing plan to include: </li></ul></ul></ul><ul><ul><ul><ul><li>Internal communications when survey launches - COMPLETE </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Survey report – Q2 </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Press release and media placements – Q2 </li></ul></ul></ul></ul><ul><ul><ul><ul><li>KIT – Q2 </li></ul></ul></ul></ul><ul><li>Testimonials </li></ul><ul><ul><li>Goal – Secure McDonalds as a case study for GATE and assessments </li></ul></ul><ul><ul><ul><li>Status – Wrote proposal for Lisa Bordinat to ask McDonalds; Declined, per Lisa. </li></ul></ul></ul>
    60. 62. 2010 Calendar – At a Glance *Included in National Marketing budget in 2010. Activity Q1 Q2 Conferences HRE Hospitality* SIOP*; Retail Roundtable*; HR Week* (Fed HR); WAW Multi-city tours Social Media Great Places to Work tour Surveys Linked In LinkedIn Webinars Rapid Alignment Mid-Market White papers Social Media Applicant tracking Product Launch Workplace Safety G.A.T.E. Advertising /Awards   HRO Today advertising HRO Today’s Baker's Dozen (June-August) Campaigns Safety Rapid Align G.A.T.E. Mid-Market Testimonials McDonald’s Kellogg?
    61. 63. Q2 Activities/Status <ul><li>Q2 Conferences </li></ul><ul><ul><li>SIOP – In progress </li></ul></ul><ul><ul><li>Retail Roundtable -- ?? </li></ul></ul><ul><ul><li>HR Week – Defer to Joe/Regina </li></ul></ul><ul><ul><li>WaW – Defer to Regina </li></ul></ul><ul><li>Multi-City Tours </li></ul><ul><ul><li>Social Media – Ragan Event; Switched from GPTW to Ragan event partnership HR & Social Media </li></ul></ul><ul><ul><ul><li>Status: In discussion </li></ul></ul></ul><ul><li>Surveys </li></ul><ul><ul><li>Engagement Survey </li></ul></ul><ul><ul><ul><li>Status: Report in second draft </li></ul></ul></ul><ul><ul><ul><li>Next steps: Develop press release/ media pitch; market report & thought leadership </li></ul></ul></ul>
    62. 64. Q2 Activities/Status <ul><li>Webinars </li></ul><ul><ul><li>Midmarket </li></ul></ul><ul><ul><ul><li>Status: Pending discussion </li></ul></ul></ul><ul><ul><li>Other </li></ul></ul><ul><ul><ul><li>Social Media – GPTW partnership on webinar on GPTW assessments and how we can help firms get on list; </li></ul></ul></ul><ul><ul><ul><ul><li>Status: Initial discussions with GPTW; Waiting on budget </li></ul></ul></ul></ul><ul><li>White paper </li></ul><ul><ul><li>Applicant Tracking </li></ul></ul><ul><ul><ul><li>Status: Pending discussion </li></ul></ul></ul><ul><ul><li>Other </li></ul></ul><ul><ul><ul><li>Matt Shadrick in the process of writing white paper </li></ul></ul></ul><ul><ul><ul><ul><li>Status – need more details on topic </li></ul></ul></ul></ul><ul><li>Product Launch </li></ul><ul><ul><li>GATE </li></ul></ul><ul><ul><ul><li>Status – On schedule for launch at SIOP April 8-10 </li></ul></ul></ul>
    63. 65. Q2 Activities/Status <ul><li>Advertising </li></ul><ul><ul><li>HRO Today </li></ul></ul><ul><ul><ul><li>Status – Baker’s Dozen planning to begin </li></ul></ul></ul><ul><ul><li>Other </li></ul></ul><ul><ul><ul><li>HRE </li></ul></ul></ul><ul><li>Testimonials </li></ul><ul><ul><li>Kellog </li></ul></ul><ul><ul><ul><li>Status – Pending discussion </li></ul></ul></ul><ul><li>Other </li></ul><ul><ul><li>Houston Local Market </li></ul></ul><ul><ul><ul><li>Oil & Gas cut in Talent Survey </li></ul></ul></ul><ul><ul><ul><li>HumCap topics included in Retirement “tour” </li></ul></ul></ul>
    64. 66. Creative Q1 Activities Q1 Show and Tell Q1 Status Q2 Plan and Goals
    65. 67. Q1 Activities <ul><li>Anticipated Activities </li></ul><ul><li>Audit </li></ul><ul><li>Firm Format </li></ul><ul><li>Company Overview in PPT </li></ul><ul><li>Client Symposium concepts </li></ul><ul><li>Benefits Survey concepts </li></ul><ul><li>HRE ad </li></ul><ul><li>PACE graphics </li></ul><ul><li>SIOP flash piece </li></ul><ul><li>Activities </li></ul><ul><li>Sales presentations (NBCU and DaVita) </li></ul><ul><li>Revenue Engine Playbook (website) </li></ul><ul><li>HRE and HRO ads (and others) </li></ul><ul><li>Rapid Alignment aon.com banner </li></ul><ul><li>HR in Hospitality roundtable card </li></ul><ul><li>Culturally Competent Health Care </li></ul><ul><li>Wellness/Tea event materials </li></ul><ul><li>SIOP/G.A.T.E. materials </li></ul><ul><li>Sell sheets </li></ul><ul><li>Legislative Update </li></ul><ul><li>Creative Audit </li></ul><ul><li>CORE Benchmarking Reports </li></ul><ul><li>Retirement & Corp. Trans. Events </li></ul><ul><li>Rapid Alignment image library </li></ul><ul><li>Company overview </li></ul>
    66. 68. Results: Revenue Engine
    67. 69. Results: Revenue Engine Playbook and Site
    68. 70. Results: Culturally Competent Health Care
    69. 71. Results: SIOP Mailer
    70. 72. Results: Flash
    71. 73. Results: Invitation
    72. 74. Results: Rapid Alignment
    73. 75. Results: HRE and HRO Ads
    74. 76. Results: Legislative Updates (before)
    75. 77. Results: Legislative Updates (after)
    76. 78. Status <ul><li>In Progress </li></ul><ul><li>Revenue Engine (Final edit and layout) </li></ul><ul><li>Ads </li></ul><ul><li>Legislative Updates </li></ul><ul><li>Sell Sheets </li></ul><ul><li>SIOP/G.A.T.E. materials (PPT, SS, Skin, event signage) </li></ul><ul><li>Sales presentations (process and toolkit) </li></ul><ul><li>CORE Benchmark Reports </li></ul><ul><li>Company Overview </li></ul><ul><li>Wellness/Tea event (presentation materials) </li></ul><ul><li>Email templates (Alpha Zeta) </li></ul><ul><li>Client Symposium concepts </li></ul><ul><li>Retirement / CT event in a box concepts </li></ul><ul><li>Benefits Survey concept </li></ul><ul><li>Rapid Alignment image library </li></ul><ul><li>RH/Aquent team solution </li></ul><ul><li>Not Addressed/Completed </li></ul><ul><li>Firm Format </li></ul><ul><li>Pace Format </li></ul>
    77. 79. Q2 Activities and Goals <ul><li>RH/Aquent team solution </li></ul><ul><li>Aon Consulting creative process </li></ul><ul><li>Retirement / CT event in a box materials </li></ul><ul><li>Benefits Survey design and production </li></ul><ul><li>Client Symposium materials </li></ul><ul><li>Company Overview </li></ul><ul><li>Brand hierarchy implementation (Brand 3.0) </li></ul><ul><li>Integrated campaign & microsite </li></ul><ul><li>Firm Format </li></ul><ul><li>Pace system </li></ul><ul><li>HRE ad </li></ul><ul><li>Revenue Engine (Final edit and layout) </li></ul><ul><li>Sales presentations (process and toolkit) </li></ul><ul><li>Email templates (Alpha Zeta) </li></ul><ul><li>Rapid Alignment image library </li></ul><ul><li>Aon Consulting brochure concepts </li></ul><ul><li>Revenue Engine (Final edit and layout) </li></ul><ul><li>VBSL design audit </li></ul><ul><li>Corporate Trans. brochure </li></ul><ul><li>Individual practice look and feel </li></ul><ul><li>Audit of existing marketing, sales and thought leadership materials (what stays) </li></ul>
    78. 80. Sales and Marketing Communication Plan 2010 November 11, 2009
    79. 81. 2010 Goals <ul><li>Create ready-to-use sales tools to support sales initiatives </li></ul><ul><li>Launch three new microsites to support sales initiatives </li></ul><ul><li>Improve/update language used in sales tools, including client presentations, value sheets, website and Aon Consulting brochure, to support value-based selling </li></ul><ul><li>Produce two trending reports, one focused on benefits and one focused on talent, to generate leads </li></ul>
    80. 82. 2010 Major Initiatives New AC brochure Revamp VBSL training program Q1 Q2 Q3 Q4 Launch Benefits Survey Launch Benefits Report Launch Talent Survey Launch Benefits Report SOW 4 VBSLs Launch Microsite 1 Launch Microsite 2 Launch Microsite 3 3 new KITs 3 new KITs 3 new KITs 3 new KITs New VBSL online training SOW 4 VBSLs SOW 2 VBSLs
    81. 83. 2010 Q1 Highlights <ul><li>Survey Reports </li></ul><ul><li>2010 Benefits Survey launched with ongoing internal and external communication; coordination with BDs/KAMs/AMs/PAMs/CROs, practices, etc. </li></ul><ul><li>Social Medial Survey Report: data analysis and report review with Beth and social media team; report being revised by practice </li></ul><ul><li>Beginning discussions about 2010 Talent Survey with Human Capital Consulting </li></ul><ul><li>VBSL </li></ul><ul><li>Development and training on hold, awaiting decisions from EGOC and Kathryn Hayley. </li></ul><ul><li>ACXpress </li></ul><ul><ul><li>Trained EMEA, Asia, Australia, and Canada to lload content on ACXpress. Tool is now linked globally. It is easy to use! </li></ul></ul><ul><ul><li>Maintain materials on ACXpress </li></ul></ul>
    82. 84. 2010 Q1 Highlights <ul><li>Value Sheets </li></ul><ul><li>Update Aon Consulting Fact Sheet </li></ul><ul><li>GATE </li></ul><ul><li>Rapid Alignment </li></ul><ul><li>HR Transformation </li></ul><ul><li>Defined Benefit Administration </li></ul><ul><li>Value sheets in the works (close to final) </li></ul><ul><li>Communication </li></ul><ul><li>Employee Participant Engagement (EBO) </li></ul><ul><li>Microsites </li></ul><ul><li>Get Ready (maintenance) </li></ul><ul><li>Social media </li></ul><ul><li>Cardinal </li></ul><ul><li>Benefits Survey </li></ul>
    83. 85. 2010 Q1 Highlights <ul><li>KITs </li></ul><ul><li>Rapid Alignment </li></ul><ul><li>2010 Benefits Survey </li></ul><ul><li>GATE </li></ul><ul><li>HR Portal </li></ul><ul><li>Implemented Investment Consulting </li></ul><ul><li>Other deliverables </li></ul><ul><li>SIOP materials: worked with Regina and Stewart on invitation, mailer, flash, ppt, etc. </li></ul><ul><li>Human Resource Executive Client Story </li></ul>
    84. 86. Q2 Plan Goals <ul><li>Benefits Survey Report </li></ul><ul><li>Launch Talent Survey </li></ul><ul><li>5 new value sheets </li></ul><ul><li>3 new KITs </li></ul><ul><li>Launch new Aon Consulting microsite (Innovate) </li></ul>
    85. 87. 2010 Q1 Publishing Highlights <ul><li>White Papers </li></ul><ul><li>Culturally Competent Health Care </li></ul><ul><li>State Health Insurance Exchanges </li></ul><ul><li>Rapid Alignment (halfway complete) </li></ul><ul><li>Captives (early stages) </li></ul><ul><li>Internal Comms </li></ul><ul><li>Aon Consulting Story (underway) </li></ul><ul><li>Q4/Year in Review: Global and U.S. </li></ul><ul><li>Client Promise materials and rollout work (close to final) </li></ul><ul><li>GCN Calendar </li></ul><ul><li>* complete unless otherwise noted in parentheses </li></ul><ul><li>Ready (Feb – 3 articles + CCHC white paper) </li></ul><ul><li>Elective Benefits </li></ul><ul><li>Compensation </li></ul>
    86. 88. Priorities for Q2 <ul><li>Finalize CP collateral and global rollout </li></ul><ul><li>Ready – 3-4 articles </li></ul><ul><ul><li>Social Media </li></ul></ul><ul><ul><li>Rapid Alignment </li></ul></ul><ul><ul><li>Benefits Captives </li></ul></ul><ul><ul><li>Benefits Survey Results </li></ul></ul><ul><ul><li>Corp Trans article (revisit) </li></ul></ul><ul><ul><li>Employee Wellness Management (revisit) </li></ul></ul><ul><li>Support microsite content and rollout </li></ul><ul><li>Secure Client Symposium content and get it underway </li></ul><ul><li>Finalize content for One and Q </li></ul><ul><li>Finalize Aon Consulting Story and promote Global Strategy in Q1 Reviews </li></ul>
    87. 89. Marketing Operations
    88. 90. Marketing Ops Tactics Status <ul><li>Manage and execute all national and local market events </li></ul><ul><ul><li>Conference / event support, including but not limited to exhibit resource support, logistical support, creative/design work, SFDC, Starcite compliance, enter in Marketing calendar, increasing speaking opportunities to position Aon Consulting as thought leaders </li></ul></ul><ul><ul><li>Create, execute email communications to drive attendance, revenue growth </li></ul></ul><ul><ul><li>Manage email responses to campaigns and events </li></ul></ul><ul><li>On target </li></ul><ul><li>Events Q1 – Q2: </li></ul><ul><ul><li>DC/Maryland Local Seminar </li></ul></ul><ul><ul><li>HR in Hospitality </li></ul></ul><ul><ul><li>Social Media Workshop </li></ul></ul><ul><ul><li>Culturally Competent Webinar </li></ul></ul><ul><ul><li>CUPA-HR KY/TN Meeting </li></ul></ul><ul><ul><li>CUPA-HR Western </li></ul></ul><ul><ul><li>CUPA-HR Midwest </li></ul></ul><ul><ul><li>CUPA-HR Eastern </li></ul></ul><ul><ul><li>CUPA-HR Southern </li></ul></ul><ul><ul><li>SIOP </li></ul></ul><ul><ul><li>McDonald’s </li></ul></ul><ul><ul><li>HR Week </li></ul></ul><ul><ul><li>Miami Local Seminar </li></ul></ul><ul><ul><li>St. Louis Local Seminar </li></ul></ul><ul><ul><li>Virginia Local Seminar </li></ul></ul><ul><ul><li>SALGBA </li></ul></ul>
    89. 91. Marketing Ops Tactics Status <ul><li>Leverage national events/campaigns with local markets to increase revenue </li></ul><ul><ul><li>Monthly emails to LMLs to increase campaign awareness, generate interest and drive participation </li></ul></ul><ul><ul><li>Research and make recommendations about practice/market specific conferences </li></ul></ul><ul><li>Not on target </li></ul><ul><li>To Do: </li></ul><ul><ul><li>Approval from Chris M.? </li></ul></ul><ul><ul><li>Get current list of LMLs </li></ul></ul><ul><ul><li>Create an email template </li></ul></ul><ul><ul><li>Membership to HR Marketer for list of conferences (about $3500) </li></ul></ul><ul><ul><li>Online research based on local market goals, practice goals and industry penetration </li></ul></ul>
    90. 92. Marketing Ops Tactics Status <ul><li>Work with CRO offices to increase market visibility, sales credit for national events/campaigns </li></ul><ul><ul><li>Monthly calls with CRO Regional Marketing Managers </li></ul></ul><ul><li>Broaden/expand Eloqua knowledge to create more dynamic emails for campaigns & events </li></ul><ul><ul><li>Learn advanced HTML features in Eloqua </li></ul></ul><ul><ul><li>Learn Dreamweaver to enhance Eloqua emails </li></ul></ul><ul><li>On target </li></ul><ul><ul><li>Have connected with SMCs from ARS re CCH webinar </li></ul></ul><ul><ul><li>Scheduled call to establish process/protocol moving forward </li></ul></ul><ul><li>Not on target </li></ul><ul><ul><li>To Do: </li></ul></ul><ul><ul><ul><li>Online Tutorials </li></ul></ul></ul>
    91. 93. Marketing Ops Tactics Status <ul><li>Detailed SFDC reporting by local market/event type, and national event by type </li></ul><ul><ul><li>Work with Sales Ops to create comprehensive pipeline/revenue reporting for local market events, national events/campaigns </li></ul></ul><ul><li>Manage event and marketing department budget and reporting </li></ul><ul><li>Not on target </li></ul><ul><li>To Do </li></ul><ul><ul><li>Have initiated SFDC report through Marissa in sales ops </li></ul></ul><ul><ul><li>Need to view report and adjust as necessary </li></ul></ul><ul><li>On target </li></ul>