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HOW TO DELIVER
COMPELLING ROI YOUR
C-SUITE UNDERSTANDS
INTRODUCING YOUR HOST
Becca Lyon
Senior Manager, Marketing Strategy
Agency EA
WHO IS AGENCY EA
SUBSCRIBE CONTACT
rlyon@agencyea.com
FOLLOW
WHAT’S THE BIG DEAL WITH ROI?
THE NUMBERS SHOW IT...
Have trouble
proving ROI to key
decision makers
THE NUMBERS SHOW IT...
Have trouble
proving ROI to key
decision makers
OVER
60%
Say proving it is
their biggest
challenge
THE NUMBERS SHOW IT...
Have trouble
proving ROI to key
decision makers
OVER
60%
ONE IN
THREE
Say proving it is
their biggest
challenge
Brand-side marketers
struggles to prove
ROI and secure
sufficient budget
Have trouble
proving ROI to key
decision makers.
OVER
60%
ONE IN
THREE 81%
Say proving it is
their biggest
challenge.
Brand-side marketers
struggles to prove
ROI and secure
sufficient budget.
are expected to
demonstrate ROI of
their organization’s
experiential program.
THE NUMBERS SHOW IT...
“For experiential, there is no industry
equation for measuring. Experiential is
hard to measure.
- Ford Global Marketing Manager on the challenge of ROI
“There are two types of people. The first type
are people that know and believe
experiences build brand advocacy with
attendees. [The second type] are MBA’s
who live and die by Excel spreadsheets
and numbers.
- General Mills  Manager of Experiential on proving ROI
For experiential, there is no industry equation for measuring.
Experiential is hard to measure.
- Ford Global Marketing Manager on the challenge of ROI
“
For experiential, there is no industry equation for measuring.
Experiential is hard to measure.
- Ford Global Marketing Manager on the challenge of ROI
There are two types of people. The first type are people that
know and believe experiences build brand advocacy with
attendees. [The second type] are MBA’s who live and die by
Excel spreadsheets and numbers.
- General Mills  Manager of Experiential on proving ROI
There is not a universally used and agreed
upon metric to measure ROI in
experiential – unlike media and other
industries, in experiential there’s not one
thing that everyone can rely on and say this is
how you’re universally measuring and
comparing the impact of events.
- Under Armour Global Head of Event Marketing on challenge of
proving ROI
PREPARING YOURSELF FOR A
STRONG MEASUREMENT PLAN
OLD
NEW
SHIFT THE MINDSET
CHECKLIST FOR MEASURING ROI
OBJECTIVE
MEASURABLE
CLEAR
RELEVANT
MULTI-ATTRIBUTION APPROACH
Touchpoint 1
Touchpoint 2
Touchpoint 3
Touchpoint 4
Touchpoint 5
Touchpoint 6
Touchpoint 7
USE DIVERSE METRICS
QUANTITATIVE QUALITATIVE
BUILDING YOUR MEASUREMENT PLAN
CLEAR MEASUREMENT
PLAN INCLUDES…
GOALS KPIS
RESULTS ROI
SUPPORTING TECH
Primary source tools
Customer relationship
management platforms
Attendee collection and
recording tools
Collaboration tools
Networking applications
EXAMPLE MEASUREMENT PLAN
GOALS SAMPLE KPI MEASUREMENT PLAN SAMPLE RESULTS SAMPLE ROI
Drive
Sales
Increased
Brand
Loyalty
# of sales acquired
within a six month
time frame from
attendees of event
% change in
perception of brand
pre-event and six
months post-event
Track attendee activity in CRM
system as sales touchpoint in
lead lifecycle
Survey sample of registrants pre-
event with questions gauging
their current brand loyalty and
re-surveying six months post-
event
At six months post event,
10 leads with event as
touchpoint closed sale
Post-event survey analysis
showed that leads’
perception of the brand
increased 25%
The event generated a
return of $X in sales
The event drove a 25%
increase in brand affinity
LOOK TO THE FUTURE
Analyze and
archive findings
Analyze and
archive findings
Take time to
understand what
the findings mean
Analyze and
archive findings
Take time to
understand what
the findings mean
Determine how
to apply it to
future initiatives
Analyze and
archive findings
Take time to
understand what
the findings mean
Determine how
to apply it to
future initiatives
Gain feedback
on results and
refine process
KEY TAKEAWAYS
Redefine your ROI to shift the mindset
Establish clear goals and a measurement plan at the forefront
Categorize your metrics
Don’t abandon the emotional aspect
Focus on the future
A R E S E A R C H S T U D Y
EXPERIENTIAL
T H E S T A T E OF
20 19
To receive the report, contact rlyon@agencyea.com | agencyea.com
A R E S E A R C H S T U D Y
EXPERIENTIAL
T H E S T A T E OF
QUESTIONS?

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Become an Event ROI Jedi

  • 1. HOW TO DELIVER COMPELLING ROI YOUR C-SUITE UNDERSTANDS
  • 2. INTRODUCING YOUR HOST Becca Lyon Senior Manager, Marketing Strategy Agency EA
  • 5. WHAT’S THE BIG DEAL WITH ROI?
  • 6.
  • 7.
  • 8.
  • 9.
  • 10. THE NUMBERS SHOW IT... Have trouble proving ROI to key decision makers
  • 11. THE NUMBERS SHOW IT... Have trouble proving ROI to key decision makers OVER 60% Say proving it is their biggest challenge
  • 12. THE NUMBERS SHOW IT... Have trouble proving ROI to key decision makers OVER 60% ONE IN THREE Say proving it is their biggest challenge Brand-side marketers struggles to prove ROI and secure sufficient budget
  • 13. Have trouble proving ROI to key decision makers. OVER 60% ONE IN THREE 81% Say proving it is their biggest challenge. Brand-side marketers struggles to prove ROI and secure sufficient budget. are expected to demonstrate ROI of their organization’s experiential program. THE NUMBERS SHOW IT...
  • 14. “For experiential, there is no industry equation for measuring. Experiential is hard to measure. - Ford Global Marketing Manager on the challenge of ROI
  • 15. “There are two types of people. The first type are people that know and believe experiences build brand advocacy with attendees. [The second type] are MBA’s who live and die by Excel spreadsheets and numbers. - General Mills  Manager of Experiential on proving ROI For experiential, there is no industry equation for measuring. Experiential is hard to measure. - Ford Global Marketing Manager on the challenge of ROI
  • 16. “ For experiential, there is no industry equation for measuring. Experiential is hard to measure. - Ford Global Marketing Manager on the challenge of ROI There are two types of people. The first type are people that know and believe experiences build brand advocacy with attendees. [The second type] are MBA’s who live and die by Excel spreadsheets and numbers. - General Mills  Manager of Experiential on proving ROI There is not a universally used and agreed upon metric to measure ROI in experiential – unlike media and other industries, in experiential there’s not one thing that everyone can rely on and say this is how you’re universally measuring and comparing the impact of events. - Under Armour Global Head of Event Marketing on challenge of proving ROI
  • 17. PREPARING YOURSELF FOR A STRONG MEASUREMENT PLAN
  • 18. OLD
  • 19. NEW
  • 24. CLEAR
  • 26.
  • 27. MULTI-ATTRIBUTION APPROACH Touchpoint 1 Touchpoint 2 Touchpoint 3 Touchpoint 4 Touchpoint 5 Touchpoint 6 Touchpoint 7
  • 31. SUPPORTING TECH Primary source tools Customer relationship management platforms Attendee collection and recording tools Collaboration tools Networking applications
  • 32. EXAMPLE MEASUREMENT PLAN GOALS SAMPLE KPI MEASUREMENT PLAN SAMPLE RESULTS SAMPLE ROI Drive Sales Increased Brand Loyalty # of sales acquired within a six month time frame from attendees of event % change in perception of brand pre-event and six months post-event Track attendee activity in CRM system as sales touchpoint in lead lifecycle Survey sample of registrants pre- event with questions gauging their current brand loyalty and re-surveying six months post- event At six months post event, 10 leads with event as touchpoint closed sale Post-event survey analysis showed that leads’ perception of the brand increased 25% The event generated a return of $X in sales The event drove a 25% increase in brand affinity
  • 33. LOOK TO THE FUTURE
  • 35. Analyze and archive findings Take time to understand what the findings mean
  • 36. Analyze and archive findings Take time to understand what the findings mean Determine how to apply it to future initiatives
  • 37. Analyze and archive findings Take time to understand what the findings mean Determine how to apply it to future initiatives Gain feedback on results and refine process
  • 38.
  • 39. KEY TAKEAWAYS Redefine your ROI to shift the mindset Establish clear goals and a measurement plan at the forefront Categorize your metrics Don’t abandon the emotional aspect Focus on the future
  • 40. A R E S E A R C H S T U D Y EXPERIENTIAL T H E S T A T E OF 20 19 To receive the report, contact rlyon@agencyea.com | agencyea.com A R E S E A R C H S T U D Y EXPERIENTIAL T H E S T A T E OF