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Strategies to
Stand out & Build Partnerships




       Imagine Canada, Business-Community
                Partnership Forum

             JOCELYNE S. DAW
Our Goal – Increase Effectiveness and Impact
• “Breakthrough Nonprofit Branding” book
   – Extensive research,11 case studies including Canadian examples
   – What does it take for a brand to power extraordinary results?




     2
What is a Brand?

“It is not the name, the tag line or pretty
 colors…..a brand is the set of expectations
 and beliefs the marketplace has about you.”

                      David Placek
                      CEO, Lexicon Branding
                      NatureBridge Board Member



   Reputation      Identity      Goodwill
   3
Breakthrough Nonprofit Branding Principles
 1. Discover authentic brand meaning

 2. Integrate brand meaning across the
    organization
 3. Rally internal brand ambassadors
 4. Develop 360 brand communications
 5. Mobilize external community by
    connecting to brand

 6. Cultivate partners based on brand
    alignment to extend reach & influence
 7. Leverage brand for alternative revenue and
    value


      4
UNICEF – Discovering Authentic Brand Meaning




    5
UNICEF’s External Cluttered Market




    6
Brand Transformation
Whatever it Takes to Save a Child….




                           “We spent two years defining the meaning
                              of our brand and focus on childhood
                             survival. We used the new focus as an
                            energy force, as a guide to everything we
                                               do.”

                                    - Caryl Stern, President & CEO
                                      U.S. Fund for UNICEF
Discovering Your BRAND VALUE Proposition



 ENGAGE THE HANDS                 CONVINCE THE HEAD
      Actionable                         Rational
   Invites people in                Focused and distinct
                                         Relevant




                           TOUCH THE HEART
                           Emotional and personal
                       Serves a higher purpose & cause


     9
Power of Research: Insights into Action




1. Discover and articulate org. leadership position
2. Elevate to cause and outcomes (solve issues)
3. Drive strategy- programs, communications, people
4. Rally communities to accelerate impact

    10
A breakthrough brand has an Authentic brand
 meaning
• Base: Demonstrates what your
  ORGANIZATION does better than
  anyone else that delivers value

• Build: Serves a CAUSE and has
  tangible outcomes

• Breakthrough: Rallies internal &
  external COMMUNITY                                      FRAMED

   “If we’re serious about ending needless child deaths, it can’t be about us.”
                                              - Jay Aldous, CMO of UNICEF

       11
A brand unifies and drives direction

   • Brand unifies focus and purpose

   • Drives strategy - do, say, act, interact

   • Rallies communities

   • Accelerates impact


“Our brand is not just a way to communicate; it’s what we do, how
   we live and breathe within our organization and engage our
    stakeholders at every touch point.” - Lisa Fielder, College Forward
A brand is inspirational

     People get inspired when they are part
     of something bigger than themselves



            “Be brave, bold and bigger than the whole organization
that’s what breakthrough brands do. It’s got to be an invitation to join a cause
                             and a movement.”
                                                     Jennifer Dorian, SVP Network Strategy & Brand,
                                                               TNT, U.S. Fund for UNICEF Volunteer
College Forward’s Brand Evolution




  “We didn’t give our brand much             “Our brand is not just a way to
thought. It seemed good enough at          communicate; it’s what we do, how
   first , but it didn’t take long to        we live and breathe within our
 realize that it was truly doing us a         organization and engage our
              disservice.”                 stakeholders at every touch point.”

               - Lisa Fielder, Executive Director, College Forward


       14
The Value of Introspection




    2006: $200,000       2010: $1.8 million
   15
Integrate brand meaning




   16
Sub-Brands Drive Brand Meaning

Master Brand



Overarching
Brand Platform                       Learn and Live


Overarching       Women and                      Heart Disease    Adults (35-54)
Issue                             Stroke
                 Heart Disease                     & Stroke      Physical Activity

Cause                            Stroke in        Childhood       Heart Disease
Focus            Heart Disease   Minorities        Obesity          & Stroke




Cause
Sub-Brands



        17
RALLY COMMUNITY INSIDE & OUTSIDE
CULTIVATE A COMMUNITY (OF OWNERS)




         CONNECT AND ENGAGE
FOSTER AND GROW THE COMMUNITY




BASED ON THEIR NEEDS & INTERESTS, PASSIONS, VALUES
Marketing at   Connecting with




               •Focused, compelling, relevant
               •Reframe, relevant issues
               •Experience the brand

               Build a community around
               women and heart disease

    21
Cultivate Breakthrough Partnerships


“Partnerships build and strengthen our brand, its reach
 and credibility. We ensure careful alignment of passions,
 goals, values, and target audiences. So, at the core of each
 partnership is a win-win relationship.”




                                    Ellen Rethore
                                    VP, Marketing and Communications




      22
Shared Brand Values…Mutual Benefit

 “We have a strong belief in directly benefiting our
  partners as well as our beneficiary audience.”




                         Kids’
                         Well-
                         Being




   23

        23
Cataloguing Value-Add Assets
Preparing Internally
Asset Checklist                   Supporter networks       Volunteer opportunities
                                    10,000 volunteers
 Brand reputation                100 trained counselors
   Audience
   Impact, reach and influence
   Community connections
   Media relationships
   Communications
   Social media presence
                                    Issue expertise         Event collaborations


 Celebrity spokespeople




      24
Identifying Targets
With Overarching Strategies…

                                                •
                                                •
                                                •
                                 High
                                Mission
                               Alignment
                                                •
                                                •
                               Moderate
                                Mission
                               Alignment
                                                •
                                                •


                                  -
                                                •

                        Low Mission Alignment


      25
Partnership Analysis Framework
Preparing Internally

                        Alignment: Is there strategic alignment
                         with brand meaning, audience, and
                         mission?

                        Structure: Internal support systems?

                        Financial: Is the potential revenue
                         greater than the costs involved?

                        Marketing & reach potential: Does it
                         build supporter base; heighten awareness
                         and engagement?

                        Reputation and risk fit:? Does the
                         potential partner enhance and strengthen
                         reputation?



     26
Developing Goals

Nonprofit Goals                 Shared Goals                   Partner Goals
• Generating revenue            • Reaching similar audiences   • Awareness
• Extending reach to new        • Building reputation          • Program development and
  audiences                     • Achieving social goals         implementation
• Building on relationship      • Innovation                   • License to operate
  with existing audiences                                      • Employee
• Creating awareness                                             recruitment/retention
• Achieving specific mission-                                  • Reputation lift
  oriented goals                                               • Increased sales
                                                               • Access to new market, new
                                                                 geographic areas
                                                               • New stimulus for
                                                                 innovation




     27
Evolving Partnerships
Keys to Success

     Leadership buy-in and involvement
     Clearly define roles and responsibilities
     Actively manage relationships, not just programs
     Plan realistic expectations and deadlines
     Evolve program elements
     Communicate continuously
     Provide expected and unexpected benefits and opportunities
     Celebrate accomplishments


    28
BRAND SHIFT

TRADITIONAL                   BREAKTHROUGH
 Logo, look, language         What stand for
 Raising money                Mission in action
 Organization                 Community
 Deliver programs             Deliver outcomes
 Send money                   Join us
 Power of a few               Voice of many
 Donors                       Community of believers
 Emotional reaction           Shared values



     29
Brand as a living value proposition

 • Creates a sense of purpose
 • Drives direction and higher performance
 • Attracts, motivates and retains best staff/volunteers
 • Deepens relationships with supporters
 • Generates new supporters and resources
 • Fosters innovation & impact
 • Changes perceptions, reputation




     30
Is your Brand Breaking Through?
• United around clear leadership
 position

• Stand out as cause

• Articulate & demonstrate your value

• Foster loyal communities

• Accelerate social impact
Let’s Continue the Journey!




                 Jocelyne S. Daw
                jocelyne@jsdaw.com |
                Twitter:@jocelynedaw
        Breakthrough Nonprofit Branding
 32
      www.breakthroughnonprofitbranding.com

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Strategies to stand out & build partnerships. By Jocelyne Daw.

  • 1. Strategies to Stand out & Build Partnerships Imagine Canada, Business-Community Partnership Forum JOCELYNE S. DAW
  • 2. Our Goal – Increase Effectiveness and Impact • “Breakthrough Nonprofit Branding” book – Extensive research,11 case studies including Canadian examples – What does it take for a brand to power extraordinary results? 2
  • 3. What is a Brand? “It is not the name, the tag line or pretty colors…..a brand is the set of expectations and beliefs the marketplace has about you.” David Placek CEO, Lexicon Branding NatureBridge Board Member Reputation Identity Goodwill 3
  • 4. Breakthrough Nonprofit Branding Principles 1. Discover authentic brand meaning 2. Integrate brand meaning across the organization 3. Rally internal brand ambassadors 4. Develop 360 brand communications 5. Mobilize external community by connecting to brand 6. Cultivate partners based on brand alignment to extend reach & influence 7. Leverage brand for alternative revenue and value 4
  • 5. UNICEF – Discovering Authentic Brand Meaning 5
  • 7.
  • 8. Brand Transformation Whatever it Takes to Save a Child…. “We spent two years defining the meaning of our brand and focus on childhood survival. We used the new focus as an energy force, as a guide to everything we do.” - Caryl Stern, President & CEO U.S. Fund for UNICEF
  • 9. Discovering Your BRAND VALUE Proposition ENGAGE THE HANDS CONVINCE THE HEAD Actionable Rational Invites people in Focused and distinct Relevant TOUCH THE HEART Emotional and personal Serves a higher purpose & cause 9
  • 10. Power of Research: Insights into Action 1. Discover and articulate org. leadership position 2. Elevate to cause and outcomes (solve issues) 3. Drive strategy- programs, communications, people 4. Rally communities to accelerate impact 10
  • 11. A breakthrough brand has an Authentic brand meaning • Base: Demonstrates what your ORGANIZATION does better than anyone else that delivers value • Build: Serves a CAUSE and has tangible outcomes • Breakthrough: Rallies internal & external COMMUNITY FRAMED “If we’re serious about ending needless child deaths, it can’t be about us.” - Jay Aldous, CMO of UNICEF 11
  • 12. A brand unifies and drives direction • Brand unifies focus and purpose • Drives strategy - do, say, act, interact • Rallies communities • Accelerates impact “Our brand is not just a way to communicate; it’s what we do, how we live and breathe within our organization and engage our stakeholders at every touch point.” - Lisa Fielder, College Forward
  • 13. A brand is inspirational People get inspired when they are part of something bigger than themselves “Be brave, bold and bigger than the whole organization that’s what breakthrough brands do. It’s got to be an invitation to join a cause and a movement.” Jennifer Dorian, SVP Network Strategy & Brand, TNT, U.S. Fund for UNICEF Volunteer
  • 14. College Forward’s Brand Evolution “We didn’t give our brand much “Our brand is not just a way to thought. It seemed good enough at communicate; it’s what we do, how first , but it didn’t take long to we live and breathe within our realize that it was truly doing us a organization and engage our disservice.” stakeholders at every touch point.” - Lisa Fielder, Executive Director, College Forward 14
  • 15. The Value of Introspection 2006: $200,000 2010: $1.8 million 15
  • 17. Sub-Brands Drive Brand Meaning Master Brand Overarching Brand Platform Learn and Live Overarching Women and Heart Disease Adults (35-54) Issue Stroke Heart Disease & Stroke Physical Activity Cause Stroke in Childhood Heart Disease Focus Heart Disease Minorities Obesity & Stroke Cause Sub-Brands 17
  • 19. CULTIVATE A COMMUNITY (OF OWNERS) CONNECT AND ENGAGE
  • 20. FOSTER AND GROW THE COMMUNITY BASED ON THEIR NEEDS & INTERESTS, PASSIONS, VALUES
  • 21. Marketing at Connecting with •Focused, compelling, relevant •Reframe, relevant issues •Experience the brand Build a community around women and heart disease 21
  • 22. Cultivate Breakthrough Partnerships “Partnerships build and strengthen our brand, its reach and credibility. We ensure careful alignment of passions, goals, values, and target audiences. So, at the core of each partnership is a win-win relationship.” Ellen Rethore VP, Marketing and Communications 22
  • 23. Shared Brand Values…Mutual Benefit “We have a strong belief in directly benefiting our partners as well as our beneficiary audience.” Kids’ Well- Being 23 23
  • 24. Cataloguing Value-Add Assets Preparing Internally Asset Checklist Supporter networks Volunteer opportunities 10,000 volunteers  Brand reputation 100 trained counselors  Audience  Impact, reach and influence  Community connections  Media relationships  Communications  Social media presence Issue expertise Event collaborations Celebrity spokespeople 24
  • 25. Identifying Targets With Overarching Strategies… • • • High Mission Alignment • • Moderate Mission Alignment • • - • Low Mission Alignment 25
  • 26. Partnership Analysis Framework Preparing Internally  Alignment: Is there strategic alignment with brand meaning, audience, and mission?  Structure: Internal support systems?  Financial: Is the potential revenue greater than the costs involved?  Marketing & reach potential: Does it build supporter base; heighten awareness and engagement?  Reputation and risk fit:? Does the potential partner enhance and strengthen reputation? 26
  • 27. Developing Goals Nonprofit Goals Shared Goals Partner Goals • Generating revenue • Reaching similar audiences • Awareness • Extending reach to new • Building reputation • Program development and audiences • Achieving social goals implementation • Building on relationship • Innovation • License to operate with existing audiences • Employee • Creating awareness recruitment/retention • Achieving specific mission- • Reputation lift oriented goals • Increased sales • Access to new market, new geographic areas • New stimulus for innovation 27
  • 28. Evolving Partnerships Keys to Success  Leadership buy-in and involvement  Clearly define roles and responsibilities  Actively manage relationships, not just programs  Plan realistic expectations and deadlines  Evolve program elements  Communicate continuously  Provide expected and unexpected benefits and opportunities  Celebrate accomplishments 28
  • 29. BRAND SHIFT TRADITIONAL BREAKTHROUGH Logo, look, language  What stand for Raising money  Mission in action Organization  Community Deliver programs  Deliver outcomes Send money  Join us Power of a few  Voice of many Donors  Community of believers Emotional reaction  Shared values 29
  • 30. Brand as a living value proposition • Creates a sense of purpose • Drives direction and higher performance • Attracts, motivates and retains best staff/volunteers • Deepens relationships with supporters • Generates new supporters and resources • Fosters innovation & impact • Changes perceptions, reputation 30
  • 31. Is your Brand Breaking Through? • United around clear leadership position • Stand out as cause • Articulate & demonstrate your value • Foster loyal communities • Accelerate social impact
  • 32. Let’s Continue the Journey! Jocelyne S. Daw jocelyne@jsdaw.com | Twitter:@jocelynedaw Breakthrough Nonprofit Branding 32 www.breakthroughnonprofitbranding.com