SBFT Tool Competition 2024 -- Python Test Case Generation Track
Marketing and Development Case Studies
1. “Marketing and Development Working Together”
Aspirational and Inspirational Case Studies
NACCDO PAN Annual Meeting
April 2014
Cindy McGirk, Manager of Strategic Initiatives, Moffitt Foundation
Suzanne Grant, Director of Strategic Communications
Kelly Cunha, Manager of Marketing and Web Strategy
Katy Jones,
4. What to Expect from Today’s Session
• Why Marketing and Development Relationship is Important
• Phase One: Auditing a Story Unfolding
• Phase Two: Developing the Case Statement and Campaign
• Working Together: Defining the Relationship
• Small Groups - Idea Sharing
• Working Together Better
5. Phase One: Auditing a Story Unfolding
Phased approach
What’s working?
Content Marketing: Building Up your Reserves
Securing ambassadors
Lining up donor stories
What’s the impact?
Content curation to support both
development and marketing
Translating science into the “pitch”
6. What’s working now?
• Measuring effectiveness
not only on delivery, but
on process as well
• Get input from the entire
team
• Tap board members and
other key stakeholders
9. Content Curation –
Not Reinventing the Wheel
News
releases, Research
briefs, faculty
profiles
Social media
content
Media talking
points
Donor letters and
proposals
Online feedback
from donors
Board member
visits and
outreach
10. Lessons Learned
Don’t confuse trendiness with effectiveness
Engage your Board early and often
Let the strategy drive story selection
Seek out stories that accomplish the needs for both
development and marketing
11. Phase Two:
Developing the Campaign and Case Statement
Phased approach
Case Statement
Getting the Board “on board”
Gaining Momentum
Engaging the Bigger Team – your organization!
Going Digital
12. Phase Two:
Developing the Case Statement and Campaign
(10 min.) Kelly
Case statement process and best practices
Lessons learned
Showcase Comprehensive Campaign materials: 10 x 13, Momentum, giving site
13. Developing the Case Statement Together
A. Support Foundation’s requirements
B. Evaluate the Message:
o Past: A Quick Look
o Present: Glance at Current State
o Future: Press the Need
C. Create Brand Voice
14.
15.
16. Phase Two:
Developing the Case Statement and Campaign
(10 min.) Kelly
Case statement process and best practices
Lessons learned
Showcase Comprehensive Campaign materials: 10 x 13, Momentum, giving site
17.
18. Lessons Learned
Understanding :
• Campaign goals and strategy
• Team and defining roles
Making time to plan collaboratively and get buying from
players and leaders on the plan
Uncovering the true timing campaign and deliverables
• Soft launch
• Board launch
• Roll out
29. Recap – Top 5 Ways to Work Together
1. It is never too early to
plan…collaboratively.
2. Don’t assume (and “sell”)
marketing/PR activities without
agreement.
3. Opinions and expertise are not the
same.
4. Agree to honest deadlines and
stick to them.
5. Agree to honest deadlines and
stick to them.
6. Open, honest communication is
crucial to build trust.
31. Thank you
Cindy McGirk, Manager of Strategic Initiatives, Moffitt Foundation
Cindy.McGirk@Moffitt.org
Suzanne Grant, Director of Strategic Communications
Suzanne.Grant@Moffitt.org, 813-745-1524
Kelly Cunha, Manager of Marketing and Web Strategy
Kelly.Cunha@Moffitt.org, 813-745-4222
Katy Jones, Director of Communications and Marketing,
UNC Lineberger
Katy_Jones@med.unc.edu, 919-962-3405
Hinweis der Redaktion
Katy – 10 min
UNC going into campaign and we prepare over the next year, we will embark – or continue to embark upon – a series of audit activities – Focus on not only knowing what publications/vehicles have secured the most funds, but also taking a good look at the internal processes that get us there. Are we maximizing everyone’s time? Are we (communications) supporting the needs of fundraising so they aren’t having to recreate the wheel and can better focus on donor cultivation, etc. How can we meet our needs in marketing and communications always with an eye on development.
Content Marketing: Focusing on building up a story bank going into a campaign Securing patient ambassadors Lining up donor storiesWhat’s the impact – working on both research and patient support to capture these stories
Example of story secured from donor letter mailed in with check – transitioned the letter into social media – story of annual fund director connecting with communications
Kelly10 mins.Background/personal perspective (came from for profit healthcare where 1. Coprporate Social Responsibility intiatives and Sponsorships represented non-profit partnerships2. Foundation was created and seeked guidance separate from volume driving marketing team while utilizing brand guidelines from this team to stay consistent with tone, voice and image of the brand)