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HOW THE BHF IS USING DIGITAL TO WIN COMPETITIVE ADVANTAGE. SX SURVIVAL OF THE FITTEST @lindzeiy @precedentcomms #precsem LINDSAY HERBERT, GLOBAL HEAD OF DIGITAL ON THE EDGE LIVE 8 OCTOBER // 2014

Lindsay Herbert - A British Heart Foundation Case Study

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Page 1: Lindsay Herbert - A British Heart Foundation Case Study

HOW THE BHF IS USING DIGITAL TO WIN COMPETITIVE ADVANTAGE.

SX SURVIVAL OF THE FITTEST

@lindzeiy @precedentcomms #precsem

LINDSAY HERBERT,

GLOBAL HEAD OF DIGITAL

ON THE EDGE LIVE8 OCTOBER // 2014

Page 2: Lindsay Herbert - A British Heart Foundation Case Study

WHY DO WE EXIST?

@lindzeiy @precedentcomms #precsem

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WHY DO WE EXIST?

Page 4: Lindsay Herbert - A British Heart Foundation Case Study

WHY DO WE EXIST?

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HIERARCHY OF HUMAN NEEDS:

@lindzeiy @precedentcomms #precsem

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HIERARCHY OF HUMAN NEEDS:

TO THRIVE WE WANT SELF ESTEEM AND SOCIAL ACCEPTANCESOCIAL ACCEPTANCE

TO SURVIVE WE WANT WEALTH, SECURITY AND PHYSICAL WELLBEING

@lindzeiy @precedentcomms #precsem

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WHY DO YOU EXIST?

@lindzeiy @precedentcomms #precsem

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MEANINGFUL IDEAS,INTELLIGENTLY DELIVERED.

@lindzeiy @precedentcomms #precsem

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@lindzeiy @precedentcomms #precsem

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@lindzeiy @precedentcomms #precsem

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@lindzeiy @precedentcomms #precsem

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EVERY ORGANISATION STARTS OUT BY MEETING THE NEEDS OF ITS AUDIENCES.

@lindzeiy @precedentcomms #precsem

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EVERY ORGANISATION STARTS OUT BY MEETING THE NEEDS OF ITS AUDIENCES.

TIME GOES ON.TIME GOES ON.NEEDS EVOLVE.

@lindzeiy @precedentcomms #precsem

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@lindzeiy @precedentcomms #precsem

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@lindzeiy @precedentcomms #precsem

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OUR SUPPORTERS ARE DISLOYAL.

T H E P E R C E P T I O N

@lindzeiy @precedentcomms #precsem

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OUR SUPPORTERS ARE UNENGAGED.

T H E T R U T H

@lindzeiy @precedentcomms #precsem

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✱ They can’t donate easily.

So they don’t give more.

✱ They can’t find advice or support.

So they don’t fundraise.

✱ They hate all the direct mail.

T H E T R U T H

✱ They hate all the direct mail.

So they don’t refer others.

✱ They can’t see where money goes.

So they warn others.

✱ They don’t feel valued or listened to.

So they never come back.

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✱ They can’t donate easily.

✱ So they don’t give more.

✱ They can’t find advice or support.

So they don’t fundraise.

✱ They hate all the direct mail.

T H E T R U T H

✱ They hate all the direct mail.

So they don’t refer others.

✱ They can’t see where money goes.

So they cancel their direct debit.

✱ They don’t feel valued or listened to.

So they never come back.

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✱ They can’t donate easily.

✱ So they don’t give more.

✱ They can’t find advice or support.

✱ So they don’t fundraise.

✱ They hate all the direct mail.

T H E T R U T H

✱ They hate all the direct mail.

So they don’t refer others.

✱ They can’t see where money goes.

So they cancel their direct debit.

✱ They don’t feel valued or listened to.

So they never come back.

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✱ They can’t donate easily.

✱ So they don’t give more.

✱ They can’t find advice or support.

✱ So they don’t fundraise.

✱ They hate all the direct mail.

T H E T R U T H

✱ They hate all the direct mail.

✱ So they don’t refer others.

✱ They can’t see where money goes.

So they cancel their direct debit.

✱ They don’t feel valued or listened to.

So they never come back.

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✱ They can’t donate easily.

✱ So they don’t give more.

✱ They can’t find advice or support.

✱ So they don’t fundraise.

✱ They hate all the direct mail.

T H E T R U T H

✱ They hate all the direct mail.

✱ So they don’t refer others.

✱ They can’t see where money goes.

✱ So they cancel their direct debit.

✱ They don’t feel valued or listened to.

So they never come back.

Page 23: Lindsay Herbert - A British Heart Foundation Case Study

✱ They can’t donate easily.

✱ So they don’t give more.

✱ They can’t find advice or support.

✱ So they don’t fundraise.

✱ They hate all the direct mail.

T H E T R U T H

✱ They hate all the direct mail.

✱ So they don’t refer others.

✱ They can’t see where money goes.

✱ So they cancel their direct debit.

✱ They don’t feel valued or listened to.

✱ So they never come back.

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OUR SUPPORTERS ARE UNENGAGED.

OUR CHARITY IS AT

RISK.

T H E T R U T H

OUR CHARITY IS AT

RISK.

@lindzeiy @precedentcomms #precsem

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HOW FIT ARE YOU TO SURVIVE CHANGE?

@lindzeiy @precedentcomms #precsem

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RATING YOUR SX FITNESS LEVEL:

ENDANGERED CONTENDER CHAMPIONEXPOSED

@lindzeiy @precedentcomms #precsem

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RATING YOUR SX FITNESS LEVEL:

ENDANGERED CONTENDER CHAMPIONEXPOSED

@lindzeiy @precedentcomms #precsem

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HOW DID BHFADAPT TO ITS SUPPORTERS’ SUPPORTERS’

NEEDS?

@lindzeiy @precedentcomms #precsem

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CULTUREANALYSISRATIONALRATIONALEMOTIONAL

@lindzeiy @precedentcomms #precsem

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CULTUREANALYSISRATIONALRATIONALEMOTIONALHOW YOU VALUEYOUR SUPPORTERS.

@lindzeiy @precedentcomms #precsem

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CULTUREANALYSISRATIONALRATIONALEMOTIONALHOW YOU GATHER FEEDBACK AND REACT.

@lindzeiy @precedentcomms #precsem

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CULTUREANALYSISRATIONALRATIONALEMOTIONALHOW YOUR CORE OFFER STACKS UP

TO THE REST.

@lindzeiy @precedentcomms #precsem

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CULTUREANALYSISRATIONALRATIONALEMOTIONALHOW YOU ELEVATE AND DELIGHT

YOUR SUPPORTERS.

@lindzeiy @precedentcomms #precsem

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HOW TO CAREWITH DIGITAL.WITH DIGITAL.

@lindzeiy @precedentcomms #precsem

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IF YOU’RE ENDANGERED, START WITH:

CULTURE

C A R E

CULTUREHOW YOU VALUEYOUR SUPPORTERS.

@lindzeiy @precedentcomms #precsem

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“ To provide our customerswith the most convenient access to media entertainment.”

W H Y D O Y O U E X I S T ?

access to media entertainment.”

@lindzeiy @precedentcomms #precsem

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“ To win the fight againstheart disease.”

W H Y D O Y O U E X I S T ?

heart disease.”

@lindzeiy @precedentcomms #precsem

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IF YOU’RE ENDANGERED, START WITH:

CULTURE

C A R E

✱ Include Supporter Experience in your strategic plan.

✱ Use feedback and trends to inform decisions.

✱ Tie staff appraisals to SX targets.

✱ Invest in ways to solve SX issues.

@lindzeiy @precedentcomms #precsem

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IF YOU’RE EXPOSED, START WITH:

ANALYSIS

C A R E

ANALYSISHOW YOU GATHER FEEDBACK ANDREACT.

@lindzeiy @precedentcomms #precsem

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£15 BILLION

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IF YOU’RE EXPOSED, START WITH:

ANALYSIS

C A R E

✱ Engage users to understand changing needs.

✱ Collate touch point data into a Single Customer View.

✱ Compare past behaviour to current, for trends.

✱ Check marketing matches actual experiences

and monitor its effectiveness.

@lindzeiy @precedentcomms #precsem

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IF YOU’RE A CONTENDER, TACKLE THE:

RATIONAL

C A R E

RATIONALHOW YOUR CORE OFFER STACKS UP TO THE COMPETITION.

@lindzeiy @precedentcomms #precsem

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IF YOU’RE A CONTENDER, TACKLE THE:

RATIONAL

C A R E

✱ Offerings and events deliver to current core needs.

✱ End to end processes are efficient.

✱ Costs are fair and pay off is high.

✱ It’s easy to transact at every possible touchpoint.

@lindzeiy @precedentcomms #precsem

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IF YOU’RE A CHAMPION, HARNESS THE :

EMOTIONAL

C A R E

EMOTIONALHOW YOU ELEVATE AND DELIGHTYOUR SUPPORTERS.

@lindzeiy @precedentcomms #precsem

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THE MOST MAGICAL PLACE ON EARTH.ON EARTH.

@lindzeiy @precedentcomms #precsem

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@lindzeiy @precedentcomms #precsem

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@lindzeiy @precedentcomms #precsem

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@lindzeiy @precedentcomms #precsem

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@lindzeiy @precedentcomms #precsem

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IF YOU’RE A CHAMPION,HARNESS THE:

EMOTIONAL

C A R E

✱ Interactions elevate the supporter socially.

✱ Supporters personally identify with the brand

and go out of their way to recommend.

✱ Success in life is increased by continued interactions.

✱ Supporters feel listened to, appreciated and valued.

@lindzeiy @precedentcomms #precsem

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BUT WHAT DOES IT ALL MEAN?ALL MEAN?

@lindzeiy @precedentcomms #precsem

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CULTUREANALYSISRATIONALRATIONALEMOTIONAL

@lindzeiy @precedentcomms #precsem

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RATING YOUR SX FITNESS LEVEL:

ENDANGERED CONTENDER CHAMPIONEXPOSED

@lindzeiy @precedentcomms #precsem

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EVERY ORGANISATION STARTS OUT BY MEETING THE NEEDS OF ITS AUDIENCES.

TIME GOES ON.TIME GOES ON.NEEDS EVOLVE.

@lindzeiy @precedentcomms #precsem

Page 89: Lindsay Herbert - A British Heart Foundation Case Study

HIERARCHY OF HUMAN NEEDS:

TO THRIVE WE WANT SELF ESTEEM AND SOCIAL ACCEPTANCESOCIAL ACCEPTANCE

TO SURVIVE WE WANT WEALTH, SECURITY AND PHYSICAL WELLBEING

@lindzeiy @precedentcomms #precsem

Page 90: Lindsay Herbert - A British Heart Foundation Case Study

WHY DO YOU EXIST?YOU EXIST?

@lindzeiy @precedentcomms #precsem

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MEANINGFUL IDEAS,INTELLIGENTLY DELIVERED.

@lindzeiy @precedentcomms #precsem

Page 92: Lindsay Herbert - A British Heart Foundation Case Study

THANK YOU.

@lindzeiy @precedentcomms #precsem