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Developing Your Brand and Image Conference
               30 March 2011

                          Linking strategy to brand




CharityComms is the professional membership body for charity communicators. We
believe charity communications are integral to each charity‟s work for a better world.

W: www.charitycomms.org.uk T: 0207 426 8877 E: emma@charitycomms.org.uk
Independent Age
Linking strategy to brand


Simon Bottery - Director of
Fundraising, Policy and
Communications




31 March 2011                 2
This presentation


•   Definitions
•   Our strategy, old and new
•   Different elements of „brand‟
•   Realising the brand
•   Implementation




                                    3
Definitions
A brand is a package of thoughts and emotions…




                Knowledgeable…



                                 Trustworthy…




                                   …but a bit
                                 old-fashioned



   …and you can
   never get through
   on the phone!

                                                 5
Process
Five steps to creating your brand




                                    Illustrate them
    Clarify mission
                      Agree brand       visually,     Test audience
      + vision +                    verbally and in                   Implement
       strategy         values                        understanding
                                       behaviours




   Vision = the world you want to see
   Mission = how you‟re going to help bring it about
   (who you help and how you help them)
   Strategy = activities/objectives for next 3-5 years


   Brand values = qualities that make you valuable and
   (ideally) unique

                                                                                  7
Our strategy, old and new
1863: cash for life to prevent poverty




                                         9
For the ‘upper and middle classes’...




                                        10
Circumstances today have changed…


                Poverty of
                  social
                 contact




  Poverty of                 Financial
information…                  poverty




               causes…




                                         11
2004: New name and logo




                  „Social contribution‟
                  replaces „class‟




                                          12
2009 review of ‘ethos’ and strategy




                                      13
2010: ‘a support community’

                 Social
                 contact
                   and
               community




              Information
              and advice

                             Improved
                            quality of life
  provides…



                Help with
                finances

                               (We campaign to help those
                               we can’t reach directly)
                                                       14
New service model

   Social     Social groups – face to face/telephone
              Magazine and other communication
   contact
     and
 community
              1:1 befriending for those in most need



              Helpline
              Newsletter and information booklets
Information
and advice
              Casework for those in most need



              Usually through information and advice
              Grants for those in greatest need
 Help with
 finances
              Regular payments phased out

                                                       15
One big change, one thing stays the same




            „Social contribution‟ gone…




            „Support for life‟ remains




                                           16
Brand values
Our brand values




                   18
Visual identity
Mood boards




              20
Route 1: A mark of promise
Route 2: A vital community




                             22
Route 3: Enabling independence




                                 23
Testing


•   Internal („bird‟ fell at this stage)
•   Online testing: www.fastmap.com
•   External focus groups
•   Internal focus groups (as sense check)




                                             24
External testing was key

                             Logo choice
             50

             45

             40

             35

             30
percent




             25

             20

             15

             10

                 5

                 0
                     Heart          Tree   Current logo
          Orange      27            44         29
          Pink        26            43         31


                                                          25
The public loved the tree of life…

This logo shows an image or perception of a `tree` which ages in life as
   it grows. It has `branches` which could represent all the various
   things that Independent Age can assist with for people of the older
   generation

The tree is supporting the bird. The tree has fruit on it which will benefit
   the bird. The image has a modern feel, without being modernist. I
   think it is really appropriate

The symbol looks like a thriving tree which is what older people should be
   able to do in their own home

I like the idea of the tree, old but strong

It shows the tree of life, branching out to support its fruit

The blossoming nature of the logo suggests a warm embracing culture
   which represents care and support
                                                                               26
Colour choice

                       Colour choice - tree of life
                             40
                             35
                             30                                            Blue was favourite but
          percnet




                                                                           not a good fit with the
                             25
                             20
                             15
                             10
                              5                                            personality. Orange
                                                                           least preferred.
                              0
                                   Blue     Purple    Orange       Red
                    First pref      34       31         12          23
                    Second pref     29        26        21          24
                    Third pref      17        23        30          30
                    Last pref       21        20        36          23


                       Qualities of red/purple
                                logo
               50                                                          Red was a better fit
                                                                           with the personality
               40
percent




               30
               20
               10
                0
                                                                           than purple (and focus
                         Active
                                  Approac
                                   hable
                                            Caring
                                                     Practica
                                                        l
                                                                Friendly   groups said purple =
    Red                    28       26       26        29         32       death)
    Purple                 19       35       36        22         45


                                                                                                     27
Final logo and strapline




                           28
Supergraphics




                29
30
31
Royal Crest retained as endorsement




                                      32
Verbal identity
Strapline




            34
Tone of voice




                35
Language




           36
Descriptors


“Independent Age is a unique and growing
charity: a support community for thousands of
older people across the UK and the Republic of
Ireland.

We offer a „helping hand from a trusted friend‟,
tackling older people‟s poverty and loneliness by
offering information, advice and friendship.

Our help varies according to the type and extent
of the individual‟s need.”


                                                    37
Behavioural identity
The Independent Age approach




                               39
Implementation
Head office




              41
42
43
44
Learnings



1. Make sure you‟ve got a vision, mission and
   strategy
2. Trustees and colleagues must be onside
3. Brand values are critical
4. Work on visual, verbal and behavioural IDs
5. Get the best agency support you can afford in
   the area you‟re weakest
6. It doesn‟t all come together perfectly



                                                   45
Contact


• simon.bottery@independentage.org.uk
• caroline.moye@independentage.org.uk




                                        46

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Bringing your brand and business strategy together

  • 1. Developing Your Brand and Image Conference 30 March 2011 Linking strategy to brand CharityComms is the professional membership body for charity communicators. We believe charity communications are integral to each charity‟s work for a better world. W: www.charitycomms.org.uk T: 0207 426 8877 E: emma@charitycomms.org.uk
  • 2. Independent Age Linking strategy to brand Simon Bottery - Director of Fundraising, Policy and Communications 31 March 2011 2
  • 3. This presentation • Definitions • Our strategy, old and new • Different elements of „brand‟ • Realising the brand • Implementation 3
  • 5. A brand is a package of thoughts and emotions… Knowledgeable… Trustworthy… …but a bit old-fashioned …and you can never get through on the phone! 5
  • 7. Five steps to creating your brand Illustrate them Clarify mission Agree brand visually, Test audience + vision + verbally and in Implement strategy values understanding behaviours Vision = the world you want to see Mission = how you‟re going to help bring it about (who you help and how you help them) Strategy = activities/objectives for next 3-5 years Brand values = qualities that make you valuable and (ideally) unique 7
  • 9. 1863: cash for life to prevent poverty 9
  • 10. For the ‘upper and middle classes’... 10
  • 11. Circumstances today have changed… Poverty of social contact Poverty of Financial information… poverty causes… 11
  • 12. 2004: New name and logo „Social contribution‟ replaces „class‟ 12
  • 13. 2009 review of ‘ethos’ and strategy 13
  • 14. 2010: ‘a support community’ Social contact and community Information and advice Improved quality of life provides… Help with finances (We campaign to help those we can’t reach directly) 14
  • 15. New service model Social Social groups – face to face/telephone Magazine and other communication contact and community 1:1 befriending for those in most need Helpline Newsletter and information booklets Information and advice Casework for those in most need Usually through information and advice Grants for those in greatest need Help with finances Regular payments phased out 15
  • 16. One big change, one thing stays the same  „Social contribution‟ gone…  „Support for life‟ remains 16
  • 21. Route 1: A mark of promise
  • 22. Route 2: A vital community 22
  • 23. Route 3: Enabling independence 23
  • 24. Testing • Internal („bird‟ fell at this stage) • Online testing: www.fastmap.com • External focus groups • Internal focus groups (as sense check) 24
  • 25. External testing was key Logo choice 50 45 40 35 30 percent 25 20 15 10 5 0 Heart Tree Current logo Orange 27 44 29 Pink 26 43 31 25
  • 26. The public loved the tree of life… This logo shows an image or perception of a `tree` which ages in life as it grows. It has `branches` which could represent all the various things that Independent Age can assist with for people of the older generation The tree is supporting the bird. The tree has fruit on it which will benefit the bird. The image has a modern feel, without being modernist. I think it is really appropriate The symbol looks like a thriving tree which is what older people should be able to do in their own home I like the idea of the tree, old but strong It shows the tree of life, branching out to support its fruit The blossoming nature of the logo suggests a warm embracing culture which represents care and support 26
  • 27. Colour choice Colour choice - tree of life 40 35 30 Blue was favourite but percnet not a good fit with the 25 20 15 10 5 personality. Orange least preferred. 0 Blue Purple Orange Red First pref 34 31 12 23 Second pref 29 26 21 24 Third pref 17 23 30 30 Last pref 21 20 36 23 Qualities of red/purple logo 50 Red was a better fit with the personality 40 percent 30 20 10 0 than purple (and focus Active Approac hable Caring Practica l Friendly groups said purple = Red 28 26 26 29 32 death) Purple 19 35 36 22 45 27
  • 28. Final logo and strapline 28
  • 30. 30
  • 31. 31
  • 32. Royal Crest retained as endorsement 32
  • 34. Strapline 34
  • 36. Language 36
  • 37. Descriptors “Independent Age is a unique and growing charity: a support community for thousands of older people across the UK and the Republic of Ireland. We offer a „helping hand from a trusted friend‟, tackling older people‟s poverty and loneliness by offering information, advice and friendship. Our help varies according to the type and extent of the individual‟s need.” 37
  • 39. The Independent Age approach 39
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  • 43. 43
  • 44. 44
  • 45. Learnings 1. Make sure you‟ve got a vision, mission and strategy 2. Trustees and colleagues must be onside 3. Brand values are critical 4. Work on visual, verbal and behavioural IDs 5. Get the best agency support you can afford in the area you‟re weakest 6. It doesn‟t all come together perfectly 45