134
Sametz Blackstone Associates Vision = Value: Linking mission to marketing New England Museum Association Annual Conference 2009 Nashua, New Hampshire 11 November 2009

Vision = Value: Linking Mission to Marketing

Embed Size (px)

DESCRIPTION

Museums’ success depends in large part on the strength of their missions. But what if members and visitors at your institution don’t understand what you do— or don’t (yet) care? In this session, you’ll see how the Fuller Museum of Craft and the Harvard Museum of Natural History, two wildly different institutions with wildly different missions, successfully tackled the challenge of creating mission-based messages to drive attendance, membership, and giving. Leave with a checklist for how to put your mission into motion at your institution. Co-chairs: Tamsen McMahon, Director of Digital and Strategic Initiatives; Sametz Blackstone Associates, MA; Brandon Walsh, Manager, Strategy, Sametz Blackstone Associates, MA Presented at the New England Museum Association's 2009 Annual Conference.

Citation preview

Page 1: Vision = Value: Linking Mission to Marketing

Sametz Blackstone Associates

Vision = Value:Linking mission to marketing

New England Museum AssociationAnnual Conference 2009Nashua, New Hampshire11 November 2009

Page 2: Vision = Value: Linking Mission to Marketing

Brandon C. Walsh, Sametz Blackstone Associates—Manager, Strategy—[email protected], @calmstock, 617.266.8577

Gretchen Keyworth, Fuller Craft Museum—Director Emeritus and Chief Curator

Tamsen S. McMahon, Sametz Blackstone Associates—Director of Digital and Strategic Initiatives—[email protected], @tamadear, 617.266.8577

Speakers

© Sametz Blackstone Associates 2

Brandon Walsh
I think the rule would actually be nice to have... and maybe a better margin on the left..
Page 3: Vision = Value: Linking Mission to Marketing

Sound familiar?

Page 4: Vision = Value: Linking Mission to Marketing

Managing multiple lines of business

Page 5: Vision = Value: Linking Mission to Marketing

Balancing diverse income streams

Page 6: Vision = Value: Linking Mission to Marketing

Answering to more affinity groups than ever

Page 7: Vision = Value: Linking Mission to Marketing

…through more channels than ever

Page 8: Vision = Value: Linking Mission to Marketing

Doing more with less?

Page 9: Vision = Value: Linking Mission to Marketing

So now what?

Page 10: Vision = Value: Linking Mission to Marketing

So now what?

BRAND

Page 11: Vision = Value: Linking Mission to Marketing

But what does that mean?

Page 12: Vision = Value: Linking Mission to Marketing

BRAND≠

LOGO© Sametz Blackstone Associates 12

(And never did.)

Page 13: Vision = Value: Linking Mission to Marketing

people

decreasing distance from organization

“home”

which often also translates to increasing “length of relationship,” “dollars,” and “commitment”

…and development. Meet people where they’re coming from. Provide resonant points…”ways in.” Connect “what” to “so what”

Brands link mission to marketing…

© Sametz Blackstone Associates

Awareness SupportLoyalty Participation Comprehension

Page 14: Vision = Value: Linking Mission to Marketing

It’s a mosaic

Page 15: Vision = Value: Linking Mission to Marketing

So… how do we do it?

Page 16: Vision = Value: Linking Mission to Marketing

The steps

Page 17: Vision = Value: Linking Mission to Marketing

The steps

0 Research

1 Foundation

2 Constituents

3 Messaging

4 Visual identity

5 Action

6 Sustainability

Page 18: Vision = Value: Linking Mission to Marketing

Know who you are, and what that means.

0research

Page 19: Vision = Value: Linking Mission to Marketing

Qualitative

Quantitative

Research

© Sametz Blackstone Associates

Inside Outside

Motivations

Actions

Staff Env.

Page 20: Vision = Value: Linking Mission to Marketing

Insight

Page 21: Vision = Value: Linking Mission to Marketing

1foundation

Be who you are, become what you want to be.

Page 22: Vision = Value: Linking Mission to Marketing

A brand foundation to build on

© Sametz Blackstone Associates 22

Departure points

Vision + mission

Model

Areas of endeavor

Brand attribute(s)

Brand strategy / hierarchies

Position Personality / Image

Desired

Page 23: Vision = Value: Linking Mission to Marketing

Four branding strategies

© Sametz Blackstone Associates

Corporate /institutional focus

Product Endorsed Source Master

Product / offering focus

Page 24: Vision = Value: Linking Mission to Marketing

Four branding strategies

Corporate /institutional focus

Product Endorsed Source Master

Product / offering focus

Page 25: Vision = Value: Linking Mission to Marketing

Four branding strategies

Corporate /institutional focus

Product Endorsed Source Master

Product / offering focus

Page 26: Vision = Value: Linking Mission to Marketing

Four branding strategies

Corporate /institutional focus

Product Endorsed Source Master

Product / offering focus

Page 27: Vision = Value: Linking Mission to Marketing

Four branding strategies

Corporate /institutional focus

Product Endorsed Source Master

Product / offering focus

Page 28: Vision = Value: Linking Mission to Marketing

Identity

28

Page 29: Vision = Value: Linking Mission to Marketing

2constituents

Know who you serve, and why they care

Page 30: Vision = Value: Linking Mission to Marketing

Ticket buyers ≠ media ≠ donors ≠ partners ≠ volunteers ≠ board ≠ staff ≠ …

© Sametz Blackstone Associates

Page 31: Vision = Value: Linking Mission to Marketing

Where they are

© Sametz Blackstone Associates

Group 2

Group 4

Funders and supportersoften cut across all

Group 3

Group 1

Page 32: Vision = Value: Linking Mission to Marketing

For a museum…

What they care about

© Sametz Blackstone Associates

Innovation

Education

Outreach

Exhibition

Capital projects

Page 33: Vision = Value: Linking Mission to Marketing

Resonance

Page 34: Vision = Value: Linking Mission to Marketing

3messaging

Use your messages, in their words

Page 35: Vision = Value: Linking Mission to Marketing

What your constituents care about, will participate in, and value

Tha

t w

hich

you

sta

nd f

or a

nd s

eek

to a

dva

nce

Messages that motivate

© Sametz Blackstone Associates 35

Page 36: Vision = Value: Linking Mission to Marketing

What your constituents care about, will participate in, and value

Tha

t w

hich

you

sta

nd f

or a

nd s

eek

to a

dva

nce

Messages that motivate

© Sametz Blackstone Associates 36

Where you can win! Start the conversation here.

Page 37: Vision = Value: Linking Mission to Marketing

Evolving a message system

© Sametz Blackstone Associates 37

High-levelmessage

Customized for a specific constituency

Initiatives,programs,opportunities

Supportingstories

Fact sheets, giving oppts

Areas of focus

Page 38: Vision = Value: Linking Mission to Marketing

The Harvard Museum of Natural History encourages visitors to look closer and dig deeper into the history of our planet, and of all life on it.—Most extensive collection of real artifacts in

New England—Exhibits, experts, and exchanges that connect visitors

to the wonder and science of natural history—Helps visitors interpret the past, live more aware of

the present, and imagine the future

Main messages

© Sametz Blackstone Associates

Page 39: Vision = Value: Linking Mission to Marketing

A means to informally improve their critical thinking about natural history, and current issues in evolution, ecology, biodiversity, culture, etc.

Unique travel programs that encourage people to develop a greater respect for and understanding of our natural world and our place in it

Through exhibits, programs, and lectures, the Museum connects adult learners with an interest natural history to others with similar interests

A unique public connection to science and scholarship at Harvard University

Main messages, for adult learners

© Sametz Blackstone Associates

Page 40: Vision = Value: Linking Mission to Marketing

A classic museum exhibiting rare research artifacts that is evolving into a new model for the presentation and promotion of natural sciences through nontraditional means of experience and interpretation

Encourages the visitor to look closer, to form their own lines of inquiry, and to create their own narratives based on their observations and experiences—not the “push a button and watch what happens” kind of place

The place to see the “real, cool stuff”—exhibits unique in New England.

Main messages, for families

© Sametz Blackstone Associates

Page 41: Vision = Value: Linking Mission to Marketing

Clarity

Page 42: Vision = Value: Linking Mission to Marketing

4visual identity

Look the part, be the part.

Page 43: Vision = Value: Linking Mission to Marketing

A mix of…

Design that delivers

© Sametz Blackstone Associates 43

Name(s)

Logo(s) / logotype(s)

Taglines / modifiers

Service marks

That which you can own

Color

Typography

Imagery

Composition

Focused approaches

Page 44: Vision = Value: Linking Mission to Marketing
Page 45: Vision = Value: Linking Mission to Marketing
Page 46: Vision = Value: Linking Mission to Marketing

© Sametz Blackstone Associates

Logo, anchor+Focus areas

+Imagery+Transparent overlay+Accent color+Supporting imagery

+Typography

=

SYSTEM

+Venue branding

Page 47: Vision = Value: Linking Mission to Marketing

© Sametz Blackstone Associates

Page 48: Vision = Value: Linking Mission to Marketing
Page 49: Vision = Value: Linking Mission to Marketing

Look closer, Dig deeper

Page 50: Vision = Value: Linking Mission to Marketing

© 2006 Sametz Blackstone Associates

Harvard Museum of Natural History

Page 51: Vision = Value: Linking Mission to Marketing

© 2006 Sametz Blackstone Associates

Harvard Museum of Natural History

Page 52: Vision = Value: Linking Mission to Marketing

© 2004 Sametz Blackstone Associates

Page 53: Vision = Value: Linking Mission to Marketing

© 2006 Sametz Blackstone Associates

Harvard Museum of Natural History

Page 54: Vision = Value: Linking Mission to Marketing

Rack card

© Sametz Blackstone Associates

Page 55: Vision = Value: Linking Mission to Marketing

Membership brochure

© Sametz Blackstone Associates

Page 56: Vision = Value: Linking Mission to Marketing

Annual appeal remittance card

© Sametz Blackstone Associates

Page 57: Vision = Value: Linking Mission to Marketing

Travel program postcard

© Sametz Blackstone Associates

Page 58: Vision = Value: Linking Mission to Marketing

And to leverage every communication to build brand and meaning

© Sametz Blackstone Associates

Tactical communications– by program, function, audience, initiative

20-90% reinforces brand (depending on strategy)

PromisesExpectationsPositionAttributesPersonality

Yourorganization

Page 59: Vision = Value: Linking Mission to Marketing

(Compelling)Coherence

Page 60: Vision = Value: Linking Mission to Marketing

5action

Put it together,and put it to work.

Page 61: Vision = Value: Linking Mission to Marketing

Architecture for action

61

Awareness Comprehension Participation Loyalty Support

Desired Outcome

Season kit

Membership

Development kit

Print

Digitalwww

Postcard / mailers

Donor newsletter

© Sametz Blackstone Associates

Page 62: Vision = Value: Linking Mission to Marketing

An architecture helps you to plan and deploy resources better

© Sametz Blackstone Associates

Awareness Comprehension Participation Loyalty Support / advocacy

Wide

General

Long

High

High

Centralized

Custom / outsourced

Offset

Use

Content

Shelf life

Cost / production

Quantity

Content generation

Design

Production

Targeted

Specific

Shorter

Lower

Low / print on demand

Distributed / to template

In-house to template

Print on demand

Page 63: Vision = Value: Linking Mission to Marketing

Relevance

Page 64: Vision = Value: Linking Mission to Marketing

6sustainability

Own your brand, and keep it healthy.

Page 65: Vision = Value: Linking Mission to Marketing

It takes a village

65

Page 66: Vision = Value: Linking Mission to Marketing

Transferring knowledge; encouraging ownership of the system

© Sametz Blackstone Associates

Page 67: Vision = Value: Linking Mission to Marketing

Transferring knowledge; encouraging ownership of the system

© Sametz Blackstone Associates

Page 68: Vision = Value: Linking Mission to Marketing

Engaging the organization: extranet

© Sametz Blackstone Associates

Page 69: Vision = Value: Linking Mission to Marketing

Leverage

69© Sametz Blackstone Associates

Page 70: Vision = Value: Linking Mission to Marketing

This is a process, not an event.

70© Sametz Blackstone Associates

Roger Sametz

Page 71: Vision = Value: Linking Mission to Marketing

Effective communications deliver value over time

© Sametz Blackstone Associates

Brand foundationWho you are, and who you can be.

ConstituentsThose for whom your work is––and could be––meaningful. They are vital to your success, and they are not monolithic!

MessagingExternally focused, the intersection of what audiences value, and that which you stand for and seek to advance.

Visual identityCompelling consistency; a mix of elements you can own and focused approaches to elements you can control.

ActionA communications architecture; your plan for hitting the streets!

ResearchQual. + QuantInside + Outside

SustainabilityDocumentation + training, engaging the organization.

Measure / retuneAdapt + evolve

Page 72: Vision = Value: Linking Mission to Marketing

Eg.

Page 73: Vision = Value: Linking Mission to Marketing

Case studyFuller Craft MuseumGretchen Keyworth

Page 74: Vision = Value: Linking Mission to Marketing
Page 75: Vision = Value: Linking Mission to Marketing

35 year old institution. “Facility” located on beautiful / pastoral “grounds.”

—Frederick Law Olmstead Brockton Arts Center > Fuller Museum of Art > Exploring vision / mission redirection. Historically local board with limited national reach. Membership declining. Visitation declining. Funding declining.

Departure points

© Sametz Blackstone Associates

Page 76: Vision = Value: Linking Mission to Marketing

© 2004 Sametz Blackstone Associates

Page 77: Vision = Value: Linking Mission to Marketing

© Sametz Blackstone Associates

Researched and analyzed perceptions of the institution and perceptions of contemporary craft.

Developed strategic communications plan. Evolved verbal and visual identity. Produced targeted communications. Trained staff, volunteers, and board. Launch...ongoing. Measure, review, refine as needed.

Collaboration

Page 78: Vision = Value: Linking Mission to Marketing

Fuller Craft Museum, New England’s only museum of contemporary craft, is dedicated to the objects, ideas, and insight that inspire both patrons and artists to explore life through the art of contemporary craft. Craft is an art discipline that is both intriguing and accessible. Its roots reside in the creation of functional objects, but today, craft reflects the inspired ideas of artists who work primarily with their hands in materials that are tactile and familiar. Fuller Craft offers a collection, exhibitions, demonstrations, workshops, and special events where you can literally touch the materials and objects. Fuller Craft Museum is the most exciting place to be in the world of contemporary craft. Let the art touch you. Join us.

Brand foundation: vision / mission / position statement

© Sametz Blackstone Associates

Page 79: Vision = Value: Linking Mission to Marketing

Let the art touch you

The story: a strategy-led tagline

© Sametz Blackstone Associates

Page 80: Vision = Value: Linking Mission to Marketing

Let the art touch you

The story: a strategy-led tagline

© Sametz Blackstone Associates

Page 81: Vision = Value: Linking Mission to Marketing
Page 82: Vision = Value: Linking Mission to Marketing

The Perfect Collection: A shared vision for contemporary craft

© Sametz Blackstone Associates

Page 83: Vision = Value: Linking Mission to Marketing

© Sametz Blackstone Associates

Membership

Page 84: Vision = Value: Linking Mission to Marketing

Updated membership

© Sametz Blackstone Associates

Page 85: Vision = Value: Linking Mission to Marketing

Building audience

© Sametz Blackstone Associates

Page 86: Vision = Value: Linking Mission to Marketing

© Sametz Blackstone Associates

Page 87: Vision = Value: Linking Mission to Marketing

© Sametz Blackstone Associates

Page 88: Vision = Value: Linking Mission to Marketing

© Sametz Blackstone Associates

Page 89: Vision = Value: Linking Mission to Marketing

© Sametz Blackstone Associates

Page 90: Vision = Value: Linking Mission to Marketing

© Sametz Blackstone Associates

Page 91: Vision = Value: Linking Mission to Marketing

© Sametz Blackstone Associates

Page 92: Vision = Value: Linking Mission to Marketing

© Sametz Blackstone Associates

Page 93: Vision = Value: Linking Mission to Marketing

The edges of grace

© Sametz Blackstone Associates

Page 94: Vision = Value: Linking Mission to Marketing

© Sametz Blackstone Associates

Page 95: Vision = Value: Linking Mission to Marketing

© Sametz Blackstone Associates

Page 96: Vision = Value: Linking Mission to Marketing
Page 97: Vision = Value: Linking Mission to Marketing

© Sametz Blackstone Associates

Page 98: Vision = Value: Linking Mission to Marketing
Page 99: Vision = Value: Linking Mission to Marketing
Page 100: Vision = Value: Linking Mission to Marketing
Page 101: Vision = Value: Linking Mission to Marketing

© Sametz Blackstone Associates

Page 102: Vision = Value: Linking Mission to Marketing

© Sametz Blackstone Associates

Page 103: Vision = Value: Linking Mission to Marketing

© Sametz Blackstone Associates

Page 104: Vision = Value: Linking Mission to Marketing
Page 105: Vision = Value: Linking Mission to Marketing
Page 106: Vision = Value: Linking Mission to Marketing

© Sametz Blackstone Associates

Page 107: Vision = Value: Linking Mission to Marketing

© Sametz Blackstone Associates

Page 108: Vision = Value: Linking Mission to Marketing
Page 109: Vision = Value: Linking Mission to Marketing

© Sametz Blackstone Associates

Page 110: Vision = Value: Linking Mission to Marketing
Page 111: Vision = Value: Linking Mission to Marketing
Page 112: Vision = Value: Linking Mission to Marketing

© Sametz Blackstone Associates

Page 113: Vision = Value: Linking Mission to Marketing

© Sametz Blackstone Associates

Page 114: Vision = Value: Linking Mission to Marketing

© Sametz Blackstone Associates

Page 115: Vision = Value: Linking Mission to Marketing
Page 116: Vision = Value: Linking Mission to Marketing
Page 117: Vision = Value: Linking Mission to Marketing
Page 118: Vision = Value: Linking Mission to Marketing
Page 119: Vision = Value: Linking Mission to Marketing

© Sametz Blackstone Associates

Page 120: Vision = Value: Linking Mission to Marketing

© Sametz Blackstone Associates

Membership up 44% in first six months of brand launch.— Since then growth has continued, seeing over 100%

increase in the last two years. Visitation has grow to 3,000 per month; an organizational

record.— Opening receptions now draw upwards of 350 visitors.

Aligned language:— Fuller Craft is the center of its own universe… not north or

south of anything… everything is north or south of it. Board makeup has shifted significantly beyond the greater

Brockton area. Now includes trustees across the country with ties to the craft world and renown artists.

Value delivered

Page 121: Vision = Value: Linking Mission to Marketing

Increased funding through major gifts & family foundations — Launched a major donor “charter” initiative at 20 gifts

exceeding $10K — Now has grown to over 40 donors with individual gifts as

high as $100,000 — Added second major gifts campaign, First Families, which

reenergized area donors and significant craft supporters. Nationally renowned collection and exhibitions

— welcomed this spring, “Craft in America” Expanding Traditions also a major PBS documentary series.

— media placement on AP, CNN, CBS, NECN, NY Times, Boston Globe, Providence Journal, American Craft, American Style, Chronicle of Philanthropy, etc.

Value delivered

© Sametz Blackstone Associates

Page 122: Vision = Value: Linking Mission to Marketing

122© Sametz Blackstone Associates

With its own niche, Fuller Craft may be able to move up from its status as a second-string, local art museum to an institution of regional, and perhaps even national, importance. The Fuller’s inaugural show sets the tone and signals the Museum’s ambitions.

Boston Globe

Page 123: Vision = Value: Linking Mission to Marketing

123© Sametz Blackstone Associates

This Museum won’t stay hidden for long.

New England Cable News

Page 124: Vision = Value: Linking Mission to Marketing

124© Sametz Blackstone Associates

…attendance surpassed anything the Museum had seen in recent years.

Arts and Business News

Page 125: Vision = Value: Linking Mission to Marketing

125© Sametz Blackstone Associates

Richly deserved accolades for the bold and aggressive work... It's always great to see an accredited / member museum getting the public attention they deserve. Keep up the great work.

Ed Able            President and CEO           

American Association of  Museums

Page 126: Vision = Value: Linking Mission to Marketing

What now?

Page 127: Vision = Value: Linking Mission to Marketing

The concepts:

0 Insight

1 Identity

2 Resonance

3 Clarity

4 Coherence

5 Relevance

6 Leverage

© Sametz Blackstone Associates

Page 128: Vision = Value: Linking Mission to Marketing

The steps:

0 Research

1 Foundation

2 Constituents

3 Messaging

4 Visual identity

5 Action

6 Sustainability

© Sametz Blackstone Associates

Page 129: Vision = Value: Linking Mission to Marketing

The steps:

0 Research

1 Foundation

2 Constituents

3 Messaging

4 Visual identity

5 Action

6 Sustainability

© Sametz Blackstone Associates

Rinse, repeat.

Page 130: Vision = Value: Linking Mission to Marketing

Build a framework, not a prison.

Page 131: Vision = Value: Linking Mission to Marketing

Evolution is everything

131

Page 132: Vision = Value: Linking Mission to Marketing

Questions?

Page 133: Vision = Value: Linking Mission to Marketing

Brandon C. Walsh, Sametz Blackstone Associates—Manager, Strategy—[email protected], @calmstock, 617.266.8577

Gretchen Keyworth, Fuller Craft Museum—Director Emeritus and Chief Curator

Tamsen S. McMahon, Sametz Blackstone Associates—Director of Digital and Strategic Initiatives—[email protected], @tamadear, 617.266.8577

Speakers

© Sametz Blackstone Associates 133

Brandon Walsh
I think the rule would actually be nice to have... and maybe a better margin on the left..
Page 134: Vision = Value: Linking Mission to Marketing

Thank you© Sametz Blackstone Associates