34
Sharing Resources and Bridging the Gap Between Hospital Fundraising and Marketing Teams Association for Healthcare Philanthropy—Oct. 29, 2016 Chris Nelson, MPA, Executive Director Kathy Wilets, MPA, Director University of Utah Hospital Foundation Media Relations and Content Marketing

Sharing Resources and Bridging the Gap Between Hospital Fundraising and Marketing Teams

Embed Size (px)

Citation preview

PowerPoint Presentation

Sharing Resources and Bridging the Gap Between Hospital Fundraising and Marketing Teams

Association for Healthcare PhilanthropyOct. 29, 2016

Chris Nelson, MPA, Executive DirectorKathy Wilets, MPA, DirectorUniversity of Utah Hospital FoundationMedia Relations and Content Marketing @cnelsonutah University of Utah Health Care@kwilets

UNIVERSITYWho is theof Utah Health Sciences

ADVANCING HEALTH

Worlds first total artificial heart transplantNations first NIH research grantNations first biomedical informatics department Nations first wearable artificial kidneyRegions first neonatal intensive care unitRegions first and only comprehensive stroke treatment and burn centerUtahs first telemedicine network

As an academic medical center, which began in 1902 with a 2-year medical program and then shifted to a four year program in the 40sSince then we have impacted the practice of science and medicine with a number firsts:Worlds first total artificial heart transplant (William DeVries, M.D.; class of 1970)Nations first National Institutes of Health research grant (Maxwell Wintrobe, M.D., Ph.D.) Wintrobe came to Utah from Johns Hopkins in 1945 in part because he could not receive tenure at JH because he was JewishNations first biomedical informatics department pioneering evidence-based clinical care (Homer Warner, M.D., Ph.D.; class of 1949) Nations first wearable artificial kidney (Willem Kolff, M.D., Ph.D.) Nations first health system to post online physician reviews (Vivian Lee, M.D., Ph.D., M.B.A., et al.) Nations first academic medical center in the United States Olympic Committee's National Medical Network Regions first neonatal intensive care unit Regions first and only comprehensive stroke treatment and burn center Utahs first open heart surgery (Dr. Russell M. Nelson, M.D., Ph.D.; class of 1947) Utah's first telemedicine network

3

EDUCATIONSchool of MedicineCollege of NursingCollege of PharmacyCollege of HealthSchool of Dentistry $3.2 BILLIONExpense Budget FY16

50%GROWTHIN 5 YEARS

1.7 MILLIONPatient Visits$288 Million+Grants in FY201635+Disease-Causing Genes Identified6Members of National Academy of Science or Medicine1NCI Comprehensive Cancer CenterDISCOVERY>5,000 Practicing Clinicians and NursesACCESS

4 Hospitals12 CommunityClinics

18Regional Partners

>10% of the Continental U.S.

1Nobel Laureate

Today, we provide care for more than 1.7 million patient visits and have built an integrated academic medical center that delivers world-class clinical care, research and education4

Frontier CountiesAffiliate NetworkTeleHealth SitesOutreach Clinics

We deliver this care to a patient population that covers 10% of the continental United States5

Evolution of MarketingB.C. 19501950 - 20002000 - present1:1 1: manyMany: many

Sources of Trust

Consumers trust friends, family, & personal experience more than ads or strangers

Trust is required to acquire buyers

Trust is built through engagement

Need for market perception study. Focus groups for specific areas, but also a broader survey. Downside is that its a small community and can be difficult to really get an accurate read of 7

Why do hospitals market/communicate?@cnelsonutah @kwilets

New Rules of Marketing/Engagement Authenticity resist the urge to sell on the first date; you must invest the time to build trust and genuinely interested help the online/offline communityTransparency you must actually participate in the conversations (instead of hiring an imposter to do it)Relevancy - remember that youre joining someone elses conversation; listen first then contribute if you have something relevant to say

@cnelsonutah @kwilets

Marketing Funnel

Word of Mouth@cnelsonutah @kwilets

Benjamin Franklin on fundraising:

I advise you to apply to all those whom you know will give something;

Next to those whom you are uncertain whether they will give any thing or not; and show them the list of those who have given;

And lastly, do not neglect those who you are sure will give nothing, for in some of them you may be mistaken.

The Autobiography of Benjamin Franklin

@cnelsonutah @kwilets

Legacy/LifetimeMajor GiftsAnnual Giving

EventsPublications andCommunications and the webMemorial /HonorDirect MailEntry LevelTransformational

$5M$25K$500

Communication Continuum Digital Engagement/Analytics@cnelsonutah @kwilets

Understanding the DNA of Fundraisers and Communicators PR ProfessionalsOrganized around getting a core organizational message/s out to the public Driven by earning media coverage, getting others to tell your storyAuthenticity and legitimacy of communication channel mattersMetrics: volume and quality of media coverage, did the story drive brand awareness (positive/negative coverage), not always just promoting the org often times focus is on defending the brand@cnelsonutah @kwilets

Understanding the DNA of Fundraisers and Communicators Marketing ProfessionalsOften very creative thinkersHyper focused on client satisfaction and very specific client (driving new patients to cardiology) outcomesTypically good at execution but reliant on others for overall success (ad agency, graphic designers, copy writers, PR people, events management team)Metrics: appointments scheduled, downstream revenue, client satisfaction@cnelsonutah @kwilets

Understanding the DNA of Fundraisers and Communicators Digital Engagement/MarketingData, web-driven analytics, laser focus on reaching the right online audienceLots of new terms: click thru rate (CTR), cost-per-click (CPC), cost per acquisition (CPA), pay-per-click (PPC), redirect, search engine marketing (SEM), search engine optimization (SEO), bounce rateThis group is critical to the success of PR, marketing and development teams. This group should be seen as the backbone of any advancement efforts.Metrics: data, data, data@cnelsonutah @kwilets

Understanding the DNA of Fundraisers and Communicators Development/Fundraising ProfessionalsTraditionally have earned their way to becoming major gift or principal gift officersStrong interpersonal skills, love making personal connections and then connecting donor to the organization, working toward transformational giftsTypically very good at explaining the organizations overall value to the community and articulating big picture vision of organizationMetrics: did the action move the donor relationship to the next stage, number of meaningful contacts, donations received @cnelsonutah @kwilets

Understanding the DNA of Fundraisers and Communicators Commonalities My job is the most important, or most relevant, to the organizations overall successMy issue (or event) is going to drive donations (or media coverage or new business) to the hospital. Therefore, youre project, while important, isnt as high a priority as mine. Translation get on board with what I need from you or get out of my way.Word of mouth is a universal metric for each group. Others sharing your message is the most powerful tool we each have and the holy grail of all of our efforts.

The fun for me in collaboration is, one, working with other people just makes you smarter; that's proven.

Lin-Manuel MirandaLearning to Share

Communication and Marketing Teams Are Transforming Content marketing strategy is driving consolidation of traditional PR and marketing functionsIT and the role of the internet continues to evolve from MarComm to MarTechContent marketing drives user experience leading to integrated patient portals (one stop shopping)Difficult to get support until PR, marketing, web and IT teams have aligned

Learning to Share@cnelsonutah @kwilets

Collaboration Works Best When Roles are DefinedInventory what you already have and reuse existing content and assets. Sarah Foley story.Respect (PR people arent just good copy editors)Engagement first, donations second How does what youre doing advance the relationship (cultivation is to important to leave just in the hands of the fundraising team)?

Learning to Share@cnelsonutah @kwilets

Let your PR team help you find the right story and then respect what they have to say. Open conversation. Let them help you find the angle. Help uncover an angle. It may not be the story you want to tell. Sarah Foley story told the story.Use the right people for the right project. 26

Case Study When It Works Well Key TakeawaysPlanning is keyUse a creative brief or detailed planning document to create clear accountabilities and deadlinesUnderstand what each team needs in terms of metrics and outcomes determine if the project is worthy of collaborationShare credit for success and failure

@cnelsonutah @kwilets

July August Sept-June.Hospital Birthday Gala Public Campaign

Case Study When It Works Well

Case Study When It Works Well Overview and Action Plan University of Utah Hospital 50th AnniversaryFriday, July 10 at 10:30-11:30 amMedia Pitch: What do you get Utahs only academic hospital for its 50th birthday? Find out today as CEOs from local hospitals join Gov. Gary Herbert, the Utah Jazz, and local philanthropists to mark University of Utah Hospitals golden anniversary. Agenda:Location: base of escalators in University Hospital Atrium Welcome and brief remarks about history of University of Utah Hospital - David EntwistleBrief remarks and introduction of future capsule Dr. Sean Mulvihill or Dr. Vivian LeeGov. Herbert and proclamation presentation (or SLC Mayor, Salt Lake County Mayor)Brief Remarks and gift presentation - Randy Rigby and Alec Burks from Utah Jazz Reflections on 50 years of service - Reed Brinton, University donor and celebrating his 100th birthdayLisa/Spence Eccles from George S. Eccles Foundation announcing $50,000 grant in honor of 50th anniversary. Announce the #50Forward campaign that challenges people to donate $50 in honor of someone they know who has benefitted from the services of University of Utah Hospital. Presentation of Peer Hospital and UHA Gifts Salt Lake Regional Dale Johns or Ed LambSt. Marks Steven Bateman LDS Hospital Jim Sheets Intermountain Medical Center David Grauer Primary Childrens Hospital Katy WelkieThank you and conclusion David EntwistleLogistics:Sound Public Affairs teamBackdrop Foundation Future Capsule Story Collection and Display Public Affairs and FoundationVideo on web and display of stories and pictures from elementary studentsCake Foundation and Hospital HR (do we have people come to the lobby for cake or have cake delivered to unit)Media invites Public AffairsVIP invites FoundationVideo recap Public AffairsHistorical display/timeline web Oversized display of fine arts poster Foundation Invitees:Hospital Board members, Foundation Board members, Management Council, targeted donors, media, staff, faculty, UHA leadership, administrators from other hospitals VIP Luncheon following event:Redrock Room or Hospital Board Room?Catering Foundation Anything missing? Ancillary: Happy birthday to Hospital and cake for employees Unveiling of 50th anniversary posterUnveiling of 50Forward Campaign and Billboards 50Forward Capsule Placement in Trophy CaseVIP Lunch

RADIO 1RADIO 2

Case Study When It Works Well

32

Media Coverage Link

Video link

null, track 1201530093.281null, track 1201530145.527